1st Quarter - Report

FINSECA for FINSECA

Firm
Client
Income
—
Expenses
$708,692
Expense method
C: businesses, Internal Revenue Code section 162(e)

What was lobbied

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

Financial Institutions/Investments/Securities FIN

Issues related to, The Dodd-Frank Wall Street Reform and Consumer Protection Act H.J. Res. 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees

LobbyistCovered position, as disclosed
JUSTIN BROWN —
MARC R CADIN COO
DAVID HOLLINGSWORTH —
CHRISTOPHER J MORTON Senior VP of Government Affairs
DAVID STERTZER CEO

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Bills named: H.J.Res. 67 (115th), H.J.Res. 66 (115th)

Taxation/Internal Revenue Code TAX

H.R. 25, S. 18, Fair Tax Act of 2017 H.R. 451, Permanently Repeal the Estate Tax Act of 2017 H.R. 198 and H.R. 631, S. 205, Death Tax Repeal Act of 2017 H.R. 1040, Flat Tax Act H.R. 29, Tax Code Termination Act H.R. 1262, Clarify the tax treatment of certain life insurance contract transactions S. 868, Amend the Employee Retirement Income Security Act of 1974 to require a lifetime income disclosure

LobbyistCovered position, as disclosed
JUSTIN BROWN —
MARC R CADIN COO
DAVID HOLLINGSWORTH —
CHRISTOPHER J MORTON Senior VP of Government Affairs
DAVID STERTZER CEO

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Bills named: H.R. 29 (115th), H.R. 451 (115th), S. 18 (115th), S. 868 (115th), H.R. 25 (115th), H.R. 1262 (115th), H.R. 198 (115th), S. 205 (115th), H.R. 631 (115th), H.R. 1040 (115th)

Insurance INS

Issues related to, The Dodd-Frank Wall Street Reform and Consumer Protection Act

LobbyistCovered position, as disclosed
JUSTIN BROWN —
MARC R CADIN COO
DAVID HOLLINGSWORTH —
CHRISTOPHER J MORTON Senior VP of Government Affairs
DAVID STERTZER CEO

Contacted: SENATE; HOUSE OF REPRESENTATIVES

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.