4th Quarter - Report — AMERICAN ACADEMY OF ACTUARIES for AMERICAN ACADEMY OF ACTUARIES (2014)

Firm

AMERICAN ACADEMY OF ACTUARIES

Client

AMERICAN ACADEMY OF ACTUARIES

Income

—

Expenses

$30,000

Expense method

C: businesses, Internal Revenue Code section 162(e)

What was lobbied

5 issue areas, each in the filer's own words, with who lobbied on it and where.

Financial Institutions/Investments/Securities FIN

Support of S. 2270.H.R. 5461/H.R. 4510, Insurance Capital Standards Clarification Act of 2014; discussion on study on global capital standards with GAO; impact of international regulatory standards on the competitiveness of US Insurers.

Lobbyist	Covered position, as disclosed
CRAIG A HANNA	—
LAUREN SARPER New	Sr. Leg. Asst. 1/2013 - 7/2014, Cong. Velasquez

Contacted: Health & Human Services, Dept of (HHS); Internal Revenue Service (IRS); Federal Reserve System; Pension Benefit Guaranty Corporation (PBGC); Treasury, Dept of; HOUSE OF REPRESENTATIVES; Labor, Dept of (DOL); SENATE; Government Accountability Office (GAO)

Bills named: S. 2270 (113th), H.R. 4510 (113th), H.R. 5461 (113th)

Retirement RET

Social security and women; USA Retirement fund legislation; traditional defined benefit plans under current system and safe harbor defined contribution plan under current system; 2014 Social Security Trustees Report; qualified longevity annuity contracts; multiple employer pension plans; and various federal retirement issues.

Lobbyist	Covered position, as disclosed
DONALD FUERST	—
CRAIG A HANNA	—
DAVID LINN New	Social Media Coord., 7/2010 - 10/2014, Cong. A. Schwartz
MATTHEW ROSS MULLING	—
WILLIAM RAPP	—

Contacted: HOUSE OF REPRESENTATIVES; Labor, Dept of (DOL); Pension Benefit Guaranty Corporation (PBGC); Federal Reserve System; Health & Human Services, Dept of (HHS); Treasury, Dept of; SENATE; Internal Revenue Service (IRS); Government Accountability Office (GAO)

Health Issues HCR

Long-term care portability; LTC product design and costs; ACA small group definition change; and potential issue with MV calculator.

Lobbyist	Covered position, as disclosed
CRAIG A HANNA	—
HEATHER JERBI	—
CORI UCCELLO	—

Contacted: Treasury, Dept of; Internal Revenue Service (IRS); Health & Human Services, Dept of (HHS); Federal Reserve System; Labor, Dept of (DOL); Pension Benefit Guaranty Corporation (PBGC); SENATE; HOUSE OF REPRESENTATIVES; Government Accountability Office (GAO)

Medicare/Medicaid MMM

Medicare sustainability, benefit coverage, benefit characteristics, and cost.

Lobbyist	Covered position, as disclosed
CRAIG A HANNA	—
HEATHER JERBI	—
CORI UCCELLO	—

Contacted: Internal Revenue Service (IRS); SENATE; Government Accountability Office (GAO); Treasury, Dept of; Health & Human Services, Dept of (HHS); HOUSE OF REPRESENTATIVES; Labor, Dept of (DOL); Federal Reserve System; Pension Benefit Guaranty Corporation (PBGC)

Insurance INS

Cyber Insurance under federal insurance office; reauthorization of Terrorism Risk Insurance Act.

Lobbyist	Covered position, as disclosed
CRAIG A HANNA	—

Contacted: Labor, Dept of (DOL); Health & Human Services, Dept of (HHS); HOUSE OF REPRESENTATIVES; Government Accountability Office (GAO); SENATE; Treasury, Dept of; Federal Reserve System; Internal Revenue Service (IRS); Pension Benefit Guaranty Corporation (PBGC)

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.