4th Quarter - Report

MUTUAL OF OMAHA for MUTUAL OF OMAHA

Firm
Client
Income
—
Expenses
$273,000
Expense method
A: Lobbying Disclosure Act definitions

What was lobbied

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

Taxation/Internal Revenue Code TAX

Tax Reform - general tax treatment of insurance products HR 1 - Reform to individual and corporate tax treatment

LobbyistCovered position, as disclosed
KERSTEN HIGGINS —
JAMES NOLAN New —
CICELY TOMLINSON —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Bills named: H.R. 1 (115th)

Retirement RET

1210-AB32 - Fiduciary Rule definition Defined Benefit plans - legislative changes Defined Contribution Plans - legislative changes S3471 - RESA - replace or repeal of state sponsored retirement plans RISE Act - treatment of student loans, elimination of ROTH conversion, minimum distribution rules S1321, HR 2823 Affordable Retirement Advice Protection Act, Affordable Advice for Savers Act - Fiduciary standard - liability under ERISA HR 3857 - PASS Act of 2017 - Fiduciary Rule HR 3596 - Rightsizing Pension Premiums Act of 2017 - PBGC premiums HR 2030 - SEAL Act - 401(k) loan balance treatment at termination HR 3499 - Automatic IRA Act of 2017 - Automatic IRA Program Retirement Plan Simplification Act of 2017 - age requirements, savers credit, automatic enrollment safe harbor

LobbyistCovered position, as disclosed
MELISSA TAYLOR —
CICELY TOMLINSON —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Bills named: H.R. 2030 (115th), H.R. 3857 (115th), H.R. 2823 (115th), H.R. 3596 (115th), H.R. 3499 (115th)

Insurance INS

1210-AB39 - Claims Procedures for Plans providing Disability Benefits DC HIX Discussion Draft - Amendments to PPACA 2016 - 11788 - Incentive Based Compensation Arrangements Incentive Compensation Proposal - exempt insurance savings & loan companies from incentive-based compensation rule. HR 3463/S3244 Aligning Children's Dental Coverage Act Dental plan rules HR 3110/S1463 - Financial Stability Oversight Council Insurance Member Continuity Act - council membership HR 3746 - Business of Insurance Regulatory Reform Act - insurance exclusion from CFPB S1804/HR 676 -Medicare Reform - age requirements S 1719 The RAISE Family Caregivers Act - National family caregiving strategy Long-term care insurance tax incentives and premium oversight HR 1628 - American Health Care Act - ACA Repeal and Replace HR 10 - Financial CHOICE Act of 2017 - Dodd-Frank Act changes HR 4225/S 2241 -Amendment to PPACA regarding state exchanges Tri Agency Rule - hospital indemnity products.

LobbyistCovered position, as disclosed
KERSTEN HIGGINS —
MELISSA TAYLOR —
CICELY TOMLINSON —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Bills named: H.R. 676 (115th), H.R. 3110 (115th), H.R. 3463 (115th), H.R. 1628 (115th), H.R. 10 (115th), H.R. 4225 (115th), H.R. 3746 (115th)

Consumer Issues/Safety/Products CSP

HR 1770 Data Security & Breach Notification Act/ HR 6032 Data Breach Insurance Act - national breach notification, safe-harbor provisions HR 2205 and S961 - Data Security Act - information sharing, national data breach notification standards

LobbyistCovered position, as disclosed
KERSTEN HIGGINS —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 1770 (115th), H.R. 2205 (115th), H.R. 6032 (115th)

Labor Issues/Antitrust/Workplace LBR

Incentive Compensation - statutory authority Overtime Rule - minimum salary level test, highly compensated requirements, minimum salary and compensation levels for exemptions. Flexible Spending Accounts - proposals to increase FSA annual contribution limits

LobbyistCovered position, as disclosed
KERSTEN HIGGINS —
MELISSA TAYLOR —
CICELY TOMLINSON —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

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.