TIAA for TIAA

Insurance INS

Optional Federal Charter in the following bills: HR 1880 - National Insurance Consumer Protection Act HR 2609 - Insurance Information Act

Contacted: Securities & Exchange Commission (SEC); State, Dept of (DOS); HOUSE OF REPRESENTATIVES; Labor, Dept of (DOL); Federal Reserve System; White House Office; Treasury, Dept of; SENATE

Bills named: H.R. 2609 (111th), H.R. 1880 (111th)

Financial Institutions/Investments/Securities FIN

Mortgage Lending Reform in the following bill: HR 2454 - American Clean Energy and Security Act Target Date Funds Financial Regulatory Reform in the following bills and proposals: HR 977 - Derivatives Markets Transparency and Accountability Act of 2009 S 1074 - Shareholder Bill of Rights Act of 2009 Administration proposal - "Financial Regulatory Reform: A New Foundation" HR 3126 - Consumer Financial Protection Act of 2009 HR 2609 - Office of Insurance Information Treasury proposal - Office of National Insurance (Title V) Treasury proposal - Improvements to Regulation of Over-the-Counter Derivatives Markets (Title VII) S 1691 - Comprehensive Derivatives Regulation Act of 2009 HR 2861 - Shareholder Empowerment Act HR 4173 - Wall Street Reform and Consumer Protection Act HR 1728 - Mortgage Reform and Anti-Predatory Lending Act Restoring American Financial Stability Act HR 3817 - Investor Protection Act Proxy Access Proposed SEC Rule S 3217 - Restoring American Financial Stability Act of 2010 "Volcker Rule" Conference Report H.Rept.111-517

Contacted: Treasury, Dept of; White House Office; SENATE; Federal Reserve System; Labor, Dept of (DOL); State, Dept of (DOS); HOUSE OF REPRESENTATIVES; Securities & Exchange Commission (SEC)

Bills named: H.R. 2454 (111th), H.R. 2609 (111th), H.R. 1728 (111th), H.R. 977 (111th), H.R. 4173 (111th), H.R. 3126 (111th), H.R. 3817 (111th), H.R. 2861 (111th)

Taxation/Internal Revenue Code TAX

Auto-IRA proposals Saver's Credit Expansion Dividend Tax Corporate Owned Life Insurance Benefits Tax Equity for Non-traditional Dependents in the following bills: HR 2625/S 1153 - Tax Equity for Health Plan Beneficiaries Act HR 3200 - America's Affordable Health Choices Act Estate Tax in the following bill: HR 4154 - Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act of 2009 Charitable IRA Rollovers and Roth 457(b) in the following bills: HR 4213 - Tax Extenders Act of 2009 S 2973- Small Business Job Creation Tax Act of 2010 S 3024 - Job Impact Analysis Act of 2010 S 3103 - Small Business Job Creation Act of 2010 S 3228 -Small Business Innovation to Job Creation Act of 2010 Financial Transaction Tax Annuity Tax in the following bill: HR 3200 - America's Affordable Health Choices Act Financial Crisis Responsibility Fee in the following bill: HR 4191 - Let Wall Street Pay for Wall Street's Bailout Act of 2009 Broaden the Medicare Hospital Insurance Tax Base for High-Income Taxpayers Retirement Plans Non-discrimination Compliance in the following bills: HR 4126 - Retirement Fairness Act

Contacted: Securities & Exchange Commission (SEC); Treasury, Dept of; Labor, Dept of (DOL); HOUSE OF REPRESENTATIVES; State, Dept of (DOS); Federal Reserve System; SENATE; White House Office

Bills named: H.R. 3200 (111th), H.R. 4154 (111th), H.R. 4191 (111th), H.R. 2625 (111th), H.R. 4213 (111th), H.R. 4126 (111th)

Retirement RET

Retirement Security in the following bill: S 2832 - Lifetime Income Disclosure Act Separate Account Prohibited Transaction Exemptions Federal required reporting for pension plan sponsors Auto-Enroll Auto-Escalate Fee Transparency in the following bills: S 401 - Defined Contribution Fee Disclosure Act of 2009 HR 2779 - Defined Contribution Plan Fee Transparency Act of 2009 HR 2989 - 401(k) Fair Disclosure and Pension Security Act of 2009 Retiree Healthcare Investment Advice in the following bill: HR 1988 - Conflicted Investment Advice Prohibition Act of 2009 Pension Funding Relief in the following bill: HR 3962 - Affordable Health Care Improvement Act

Contacted: Securities & Exchange Commission (SEC); HOUSE OF REPRESENTATIVES; Treasury, Dept of; White House Office; SENATE; Federal Reserve System; Labor, Dept of (DOL); State, Dept of (DOS)

Bills named: H.R. 1988 (111th), H.R. 3962 (111th), H.R. 2779 (111th), H.R. 2989 (111th)

Labor Issues/Antitrust/Workplace LBR

Equality in Employment Practices in the following bill: HR 3017 - Employment Non-discrimination Act of 2009

Contacted: Labor, Dept of (DOL); HOUSE OF REPRESENTATIVES; SENATE; Securities & Exchange Commission (SEC); Federal Reserve System; Treasury, Dept of; White House Office; State, Dept of (DOS)

Bills named: H.R. 3017 (111th)