1st Quarter - Amendment

NEW YORK LIFE INSURANCE COMPANY for NEW YORK LIFE INSURANCE COMPANY

Firm
Client
Income
—
Expenses
$1,390,000
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 Apr 20, 2016 $1,390,000 Replaced
1st Quarter - Amendment (this page) Nov 22, 2016 $1,390,000 Yes

What was lobbied

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

Economics/Economic Development ECN

H.R. 870, Puerto Rico Chapter 9 Uniformity Act of 2015, all provisions.

LobbyistCovered position, as disclosed
JULIE HERWIG —
ALISON O'DONNELL —

Contacted: SENATE; HOUSE OF REPRESENTATIVES; Labor, Dept of (DOL); Office of Management & Budget (OMB); Securities & Exchange Commission (SEC); Treasury, Dept of

Bills named: H.R. 870 (114th)

Taxation/Internal Revenue Code TAX

Issues related to proposals in the Administration's FY2016 budget on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the tax deductibility of insurance reserves. Issues regarding the Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves. H.R. 2050/S.2405, Middle Class Health Benefits Tax Repeal Act of 2015, all provisions. H.R. 879, Ax the Tax on Middle Class Americans' Health Act, all provisions.

LobbyistCovered position, as disclosed
JULIE HERWIG —
DOUGLAS LATHROP —
GEORGE NICHOLS —
ALISON O'DONNELL —
JONATHAN PAONE —

Contacted: Securities & Exchange Commission (SEC); Treasury, Dept of; Labor, Dept of (DOL); Office of Management & Budget (OMB); SENATE; HOUSE OF REPRESENTATIVES

Bills named: H.R. 879 (114th), H.R. 2050 (114th), S. 2405 (114th)

Retirement RET

Department of Labor's proposed regulation modifying the definition of a fiduciary under ERISA and related issues; issues related to H.R. 2029, Consolidated Appropriations Act, 2016. Issues related to the Secure Annuities for Employee Retirement Act, all provisions. Securities and Exchange Commission regulation pursuant to Section 913 of Dodd-Frank. H.R. 4294, The Strengthening Access to Valuable Education and Retirement Support Act, all provisions. H.R. 4293, The Affordable Retirement Advice Protection Act, all provisions.

LobbyistCovered position, as disclosed
EMILY GONCE —
JULIE HERWIG —
LAURIE KRMPOTICH —
DOUGLAS LATHROP —
GEORGE NICHOLS —
ALISON O'DONNELL —
JONATHAN PAONE —
JOHN D. VAN ETTEN New Legislative Director - Rep. Nan Hayworth

Contacted: Treasury, Dept of; HOUSE OF REPRESENTATIVES; Securities & Exchange Commission (SEC); SENATE; Labor, Dept of (DOL); Office of Management & Budget (OMB)

Bills named: H.R. 2029 (114th), H.R. 4293 (114th), H.R. 4294 (114th)

Health Issues HCR

Issues related to federal policy regarding long term care insurance. H.R. 2050/S.2045, Middle Class Health Benefits Tax Repeal Act of 2015, all provisions. H.R. 879, Ax the Tax on Middle Class Americans' Health Act, all provisions.

LobbyistCovered position, as disclosed
JULIE HERWIG —
DOUGLAS LATHROP —
GEORGE NICHOLS —

Contacted: Labor, Dept of (DOL); Treasury, Dept of; SENATE; Securities & Exchange Commission (SEC); HOUSE OF REPRESENTATIVES; Office of Management & Budget (OMB)

Bills named: H.R. 2050 (114th), H.R. 879 (114th), S. 2045 (114th)

Insurance INS

Issues related to the activities of the International Association of Insurance Supervisors in relation to ComFrame and global systemically important insurers. Issues related to the development of capital standards by the Federal Reserve for insurers that are designated as systemically important and insurers that own depository institutions. H.R. 2141, International Insurance Standards Transparency and Policyholder Protection Act of 2015, all provisions.

LobbyistCovered position, as disclosed
JULIE HERWIG —
GEORGE NICHOLS —
JOHN D. VAN ETTEN New Legislative Director - Rep. Nan Hayworth

Contacted: SENATE; Labor, Dept of (DOL); HOUSE OF REPRESENTATIVES; Securities & Exchange Commission (SEC); Office of Management & Budget (OMB); Treasury, Dept of

Bills named: H.R. 2141 (114th)

Science/Technology SCI

H.R. 1770, The Data Security and Breach Notification Act of 2015; H.R. 2205/S. 961, Data Security Act of 2015, all provisions.

LobbyistCovered position, as disclosed
JULIE HERWIG —
LAURIE KRMPOTICH —
GEORGE NICHOLS —

Contacted: Labor, Dept of (DOL); Office of Management & Budget (OMB); SENATE; Treasury, Dept of; Securities & Exchange Commission (SEC); HOUSE OF REPRESENTATIVES

Bills named: H.R. 1770 (114th), H.R. 2205 (114th), S. 961 (114th)

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.