THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY for THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY
A later version of this report replaces this one, so LegiList's totals use the current version instead. This page shows this version exactly as filed.
Versions of this report
Every filing the register holds for this firm, client and period, oldest first. The most recent one is the version LegiList counts.
| Filing | Filed | Amount | Counted |
|---|---|---|---|
| 3rd Quarter - Report (this page) | Oct 17, 2008 | $830,000 | Replaced |
| 3rd Quarter - Amendment | Jan 7, 2009 | $830,000 | Yes |
What was lobbied
6 issue areas, each in the filer's own words, with who lobbied on it and where.
Financial Institutions/Investments/Securities FIN
See attachment. FIN Third Quarter Report 2008 H.R. 493 - Genetic Information Nondiscrimination Act of 2007. Issue: Genetic Testing; Risk Classification H.R. 948 - The Social Security Number Protection Act of 2007. Issue: Privacy Financial Information. H.R. 964 - Securely Protect Yourself Against Cyber Trespass Act. Issue: Privacy Financial Information. H.R. 1065 - The Non - Admitted and Reinsurance Reform Act of 2007. Issue: Reinsurance; Regulatory Reform. H.R 1081/S 618 - Insurance Industry Competition Act of 2007. Issue: Regulatory Reform. H.R. 1424 Emergency Economic Stabilization Act of 2008. Issue: Regulatory Reform; mark to market accounts, congressional oversight board. H.R. 1525 - Internet Spyware (I-SPY) Prevention Act of 2007. Issue: Privacy Financial Information. H.R. 3046 - The Social Security Number Privacy and ID Theft Prevention Act of 2007 H.R. 3200 - The National Insurance Act of 2007. Issues: OFC; Reg. Reform. H.R. 5611 National Association of Registered Agents and Brokers Reform Act of 2008. Issue: Regulatory Reform. H.R. 5792 Increasing Insurance Coverage Options for Consumers Act of 2008. Issue: Regulatory Reform. H.R. 5840 Insurance Information Act of 2008. Issue: Regulatory Reform. H.R. 6357 Protecting Records, Optimizing Treatments, and Easing Communications Through Healthcare Technology Act of 2008 (ProTECHt Act). Issue: Privacy; Medical Records. S. 40 - The National Insurance Act of 2007. Issues: Optional Federal Charter; Regulatory Reform. S. 239 - Notification of Risk to Personal Data Act of 2007. Issue: Privacy Financial Information. S. 358 - Genetic Information Nondiscrimination Act of 2007. Issue: Genetic Testing; Risk Classification. S. 495 - The Personal Data Privacy and Security Act of 2007. Issue: Privacy Financial Information. S. 1178 - The Identity Theft Prevention Act of 2007. Issue: Privacy Financial Information. S. 1202 - The Personal Data Protection Act of 2007. Issue: Privacy Financial Information. S. 1260 - Data Security Act of 2007. Issue: Privacy Financial Information. S. 1693 - Wired for Health Care Quality Act. Issue: Privacy Medical Information. S. 1814 - Health Information Privacy and Security Act. Issue: Privacy Medical Information. S. 1865 - Life Insurance Fairness for Travelers Act of 2007. Issue: Travel Underwriting.
| Lobbyist | Covered position, as disclosed |
|---|---|
| DOUGLAS P BATES | — |
| STEVEN M RADKE | — |
| MICHAEL L YOUNGMAN | — |
Taxation/Internal Revenue Code TAX
See attachment. TAX Third Quarter Report 2008 H.R. 150 - Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. H.R. 1424 Energy Economic Stabilization Act 2008. Issue: taxation in life insurance companies. H.R. 1810 - To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: restrictions on life only solicitation. H. R. 3170 - To make permanent the individual income tax rates for capital gains, and for other purposes. Issue: restrictions on life only solicitation. H.R. 3970 - Tax Reduction and Reform Act of 2007. Issue: corporate tax changes. H.R. 4159 - Simplified USA Tax Act of 2007. Issue: taxation of life insurance products. H.R. 7242 Pension Protection Act IRC Amendments of 2008. Issue: LTC/ Annuity combo clarification. S. 1366 -A bill to amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other. TRACKING: H.R. 411 - To amend the Internal Revenue Code of 1986 to make permanent certain temporary provisions applicable to individuals, including the sales tax deduction, the child credit, the repeal of the estate tax, and the deduction for higher education expenses. H. R. 4042 - Family Farm, Small Business, and Home Tax Relief Act S. 14 - A bill to repeal the sunset on certain tax rates and other incentives and to repeal the individual alternative minimum tax, and for other purposes. S. CON.RES.70 An original concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2009 and including the appropriate budgetary levels for fiscal years 2008 and 2010 through 2013. H. CON.RES.312 Revising the congressional budget for the United States Government for fiscal year 2008, establishing the congressional budget for the United States Government for fiscal year 2009, and setting forth appropriate budgetary levels for fiscal years 2010 through 2013.
| Lobbyist | Covered position, as disclosed |
|---|---|
| DOUGLAS P BATES | — |
| STEVEN M RADKE | — |
| KATHLEEN H SCHLUTER | — |
| MICHAEL L YOUNGMAN | — |
Retirement RET
See attachment. RET Third Quarter Report 2008 HR 46 - Small Business Tax Fairness and Simplification Act. Issue: Long Term Care permitted to be offered in cafeteria plans and FSA. H.R. 1424 Emergency Economic Stabilization Act of 2008. Issue: executive com restrictions and 401(k) asset recovery. H.R. 2205/ S 1010 Retirement Security for Life Act. Issue:Tax Incentive for Non Qualified Annuities H.R. 2419 Farm Bill Extension Act. Issue: Roth treatment for 457 contracts. H.R. 2582 Qualified Long-Term Care Fairness Act of 2007. Issue: above the line deduction for LTC. H.R. 3185, the 401(k) Fair Disclosure for Retirement Security Act of 2007. Issue: Retirement plan fee disclosure. H.R. 3361 -To make technical corrections related to the Pension Protection Act of 2006. Issue: technical corrections to PPA. H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007. Issue: retirement plan fee disclosure. H.R. 3997 Defenders of Freedom Tax Act/ Heroes Earnings Assistance and Relief Act. Issue: military access to retirement monies. H.R. 5160 Small Business Add Value for Employees Act of 2008. Issue: expand pension coverage. H.R. 5559 The Long Term Care and Retirement Security Act of 2008. Issue: LTC in cafeteria and FSA and above the line deductions for LTC premiums. H.R. 6143 Pension Protection Act ERISA Amendments of 2008. Issue: Retirement plan modifications. H.R. 6237 The Tax Relief for Long Term Care Act of 2008. Issue: tax credit for LTC insurance premiums. H.R. 6357 Protecting Records, Optimizing Treatments, and Easing Communications Through Healthcare Technology Act of 2008 (ProTECHt Act) H.R. 6382 Pension Protection Act Technical Corrections. Issue: Retirement plan modifications H.R. 7242 Pension Protection Act IRC Amendments of 2008. Issue: LTC and annuity clarification; Tax free exchange provisions for LTC. S. 158 - Access to Affordable Health Care Act. Issue: above the line deduction for long term care insurance. S. 555 - Simple Cafeteria Plan Act. Issue: Long term care insurance permitted to be offered in cafeteria plans and FSA. S. 1288 - Women's Retirement Act of 2007. Issue: federal tax treatment of annuities. S. 1693 The Wired for Healthcare Quality Act. Issue: affects of LTC ERISA preemption. S. 1758 Community Living Assistance Services and Supports Act. Issue: reform of LTC financing. S. 1809/ H.R. 3088 Long-Term Care Act of 2007. Issue: distributions from retirement plans should not be included in gross income if used to pay for LTC premiums. S. 1974- the Pension Protection Technical Corrections Act of 2007. Issue: technical corrections to PPA. S. 2121 Caregiver Assistance and Relief Effort Act of 2007. Issue: above the line deduction for LTC. S. 2337/H.R. 3363 Long Term Care Affordability and Security Act of 2007. Issue: allows long term care insurance to be offered in employer sponsored cafeteria plans and FSA. S. 2473 Defined Contribution Fee Disclosure Act. Issue: retirement plan fee disclosure. S. 2794 The Senior Investor Protection Act of 2008. Issue: sales to seniors of annuity products. S. 3278/ HR 6708 - A bill which would limit the use of 401(k) debit cards and limit withdrawals from 401(k) plans. Issue: limit of withdrawals on retirement plans. S. 3327 Empowered at Home Act of 2008. Issue: Allows above the line tax deduction for LTC premiums. Allows LTC to be offered in cafeteria/ FSA plans. S. 3952 - Automatic IRA Act of 2007. Issue: expand pension coverage. H. Con Res 431 Supporting the Goals and Ideals of a Long Term Awareness Week. Issue: LTC.
| Lobbyist | Covered position, as disclosed |
|---|---|
| DOUGLAS P BATES | — |
| STEVEN M RADKE | — |
| MICHAEL L YOUNGMAN | — |
Insurance INS
See attachment. INS Third Quarter Report 2008 H.R. 948 - The Social Security Number Protection Act of 2007. Issue: Privacy Financial Information. H.R. 964 - Securely Protect Yourself Against Cyber Trespass Act. Issue: Privacy Financial Information. H.R. 1065 - The Non - Admitted and Reinsurance Reform Act of 2007. Issue: Reinsurance; Regulatory Reform. H.R 1081/S 618 - Insurance Industry Competition Act of 2007. Issue: Regulatory Reform. H.R. 1525 - Internet Spyware (I-SPY) Prevention Act of 2007. Issue: Privacy Financial Information. H.R. 3046 - The Social Security Number Privacy and ID Theft Prevention Act of 2007 H.R. 3200 - The National Insurance Act of 2007. Issues: OFC; Reg. Reform. H.R. 5611 National Association of Registered Agents and Brokers Reform Act of 2008. Issue: Regulatory Reform. H.R. 5792 Increasing Insurance Coverage Options for Consumers Act of 2008. Issue: Regulatory Reform. H.R. 5840 Insurance Information Act of 2008. Issue: Regulatory Reform. H.R. 6357 Protecting Records, Optimizing Treatments, and Easing Communications Through Healthcare Technology Act of 2008 (ProTECHt Act). Issue: Privacy; Medical Records. S. 40 - The National Insurance Act of 2007. Issues: Optional Federal Charter; Regulatory Reform. S. 239 - Notification of Risk to Personal Data Act of 2007. Issue: Privacy Financial Information. S. 495 - The Personal Data Privacy and Security Act of 2007. Issue: Privacy Financial Information. S. 1202 - The Personal Data Protection Act of 2007. Issue: Privacy Financial Information. S. 1260 - Data Security Act of 2007. Issue: Privacy Financial Information. S. 1693 - Wired for Health Care Quality Act. Issue: Privacy Medical Information. S. 1865 - Life Insurance Fairness for Travelers Act of 2007. Issue: Travel Underwriting. S. 1814 - Health Information Privacy and Security Act. Issue: Privacy Medical Information.
| Lobbyist | Covered position, as disclosed |
|---|---|
| DOUGLAS P BATES | — |
| STEVEN M RADKE | — |
| MICHAEL L YOUNGMAN | — |
Consumer Issues/Safety/Products CSP
See attachment. CSP Third Quarter Report 2008 H.R. 493 - Genetic Information Nondiscrimination Act of 2007. Issue: Genetic Testing; Risk Classification H.R. 948 - The Social Security Number Protection Act of 2007. Issue: Privacy Financial Information. H.R. 964 - Securely Protect Yourself Against Cyber Trespass Act. Issue: Privacy Financial Information. H.R. 1065 - The Non - Admitted and Reinsurance Reform Act of 2007. Issue: Reinsurance; Regulatory Reform. H.R 1081/S 618 - Insurance Industry Competition Act of 2007. Issue: Regulatory Reform. H.R. 1424 Emergency Economic Stabilization Act of 2008. Issue: Regulatory Reform; mark to market accounts, congressional oversight board. H.R. 1525 - Internet Spyware (I-SPY) Prevention Act of 2007. Issue: Privacy Financial Information. H.R. 3046 - The Social Security Number Privacy and ID Theft Prevention Act of 2007 H.R. 3200 - The National Insurance Act of 2007. Issues: OFC; Reg. Reform. H.R. 5611 National Association of Registered Agents and Brokers Reform Act of 2008. Issue: Regulatory Reform. H.R. 5792 Increasing Insurance Coverage Options for Consumers Act of 2008. Issue: Regulatory Reform. H.R. 5840 Insurance Information Act of 2008. Issue: Regulatory Reform. H.R. 6357 Protecting Records, Optimizing Treatments, and Easing Communications Through Healthcare Technology Act of 2008 (ProTECHt Act). Issue: Privacy; Medical Records. S. 40 - The National Insurance Act of 2007. Issues: Optional Federal Charter; Regulatory Reform. S. 239 - Notification of Risk to Personal Data Act of 2007. Issue: Privacy Financial Information. S. 358 - Genetic Information Nondiscrimination Act of 2007. Issue: Genetic Testing; Risk Classification. S. 495 - The Personal Data Privacy and Security Act of 2007. Issue: Privacy Financial Information. S. 1178 - The Identity Theft Prevention Act of 2007. Issue: Privacy Financial Information. S. 1693 - Wired for Health Care Quality Act. Issue: Privacy Medical Information. S. 1814 - Health Information Privacy and Security Act. Issue: Privacy Medical Information. S. 1865 - Life Insurance Fairness for Travelers Act of 2007. Issue: Travel Underwriting. S. 1202 - The Personal Data Protection Act of 2007. Issue: Privacy Financial Information. S. 1260 - Data Security Act of 2007. Issue: Privacy Financial Information.
| Lobbyist | Covered position, as disclosed |
|---|---|
| DOUGLAS P BATES | — |
| STEVEN M RADKE | — |
| MICHAEL L YOUNGMAN | — |
Labor Issues/Antitrust/Workplace LBR
See attachment. LBR - Third Quarter Report 2008 H.R. 3195 - Americans with Disabilities Restoration Act H.R. 5515 - New Employee Verification Act S. 1881 - Americans with Disabilities Restoration Act S. 3406 - ADA Amendments Act of 2008
| Lobbyist | Covered position, as disclosed |
|---|---|
| DOUGLAS P BATES | — |
| STEVEN M RADKE | — |
| MICHAEL L YOUNGMAN | — |
Shown as published by the Senate Office of Public Records and the House Clerk under the Lobbying Disclosure Act. The official filing is the record; open it for the full form.