1st Quarter - Report

LINCOLN NATIONAL CORPORATION for LINCOLN NATIONAL CORPORATION

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.

Firm
Client
Income
—
Expenses
$550,000
Expense method
A: Lobbying Disclosure Act definitions

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
1st Quarter - Report (this page) Apr 20, 2022 $550,000 Replaced
1st Quarter - Amendment Apr 21, 2022 $390,000 Yes

What was lobbied

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

Financial Institutions/Investments/Securities FIN

PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: Implementation issues including insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care. HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses. No bill number. Issue: diversity and inclusion in financial services. No bill number. Issue: covered agreement on prudential measures regarding the business of insurance and reinsurance.

LobbyistCovered position, as disclosed
HELENE NORCROSS RAYDER —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Bills named: H.R. 1595 (117th)

Taxation/Internal Revenue Code TAX

S 2621 Modernization of Derivatives Tax Act of 2021. Issue: ordinary treatment of bonds. HR 3684 Infrastructure Investment and Jobs Act. HR 5376 Build Back Better Act. S 4820 / HR 7107 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty. HR 4289 WISH ACT. Issue: long term care.

LobbyistCovered position, as disclosed
HELENE NORCROSS RAYDER —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 7107 (117th), H.R. 4289 (117th), H.R. 3684 (117th), H.R. 5376 (117th)

Retirement RET

HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act within this government funding bill. S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts. HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings. S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans. HR 804/S 248 FAMILY Act. Issue: paid family and medical leave. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.

LobbyistCovered position, as disclosed
HELENE NORCROSS RAYDER —
JANNA TRANFA New —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Bills named: H.R. 5376 (117th), H.R. 804 (117th), H.R. 2954 (117th)

Insurance INS

PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards. HR 842/S 420 Protecting Workers Freedom to Organize Act. Issue: independent contractor status. No bill number. Issue: Environmental, Social, and Corporate Governance (ESG).

LobbyistCovered position, as disclosed
HELENE NORCROSS RAYDER —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Bills named: H.R. 4173 (117th), H.R. 842 (117th)

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.