3rd Quarter - Report

CAPCITY ADVOCATES, LLC for NATIONAL ASSOCIATION FOR FIXED ANNUITIES

Firm
Client
Income
$30,000
Expenses
—

What was lobbied

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

Insurance INS

All legislation and regulation impacting fixed annuities. H.R. 3942, the Lifetime Income For Employees Act (118th Congress). Support for expanding qualified longevity annuity contracts. H.Res.464,Expressing support for the designation of June as "National Annuity Awareness Month". H.R. 10467,The Retirement Simplification and Clarity Act (118th Congress). H.R. 7293, The Automatic IRA Act of 2024 (118th Congress).

LobbyistCovered position, as disclosed
CLIFF ANDREWS —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.Res. 464 (119th), H.R. 3942 (119th), H.R. 10467 (119th), H.R. 7293 (119th)

Taxation/Internal Revenue Code TAX

All issues related to the tax treatment of life insurance, annuities and retirement accounts. Support for expanding qualified longevity annuity contracts. H.R. 3942, Lifetime Income For Employees Act (118th Congress). H.R. 10467,The Retirement Simplification and Clarity Act (118th Congress). H.R. 7293, The Automatic IRA Act of 2024 (118th Congress). S. 1831, The Auto Reenroll Act of 2025.

LobbyistCovered position, as disclosed
CLIFF ANDREWS —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Bills named: H.R. 3942 (119th), H.R. 7293 (119th), S. 1831 (119th), H.R. 10467 (119th)

Retirement RET

All legislation and regulation impacting fixed annuities. Support for expanding qualified longevity annuity contracts. H.R. 3942, the Lifetime Income For Employees Act (118th Congress). H.Res.464,Expressing support for the designation of June as "National Annuity Awareness Month". H.R. 10467,The Retirement Simplification and Clarity Act (118th Congress). S. 1831, The Auto Reenroll Act of 2025. H.R. 7293, The Automatic IRA Act of 2024 (118th Congress). S, 1707, The Helping Young Americans Save for Retirement Act.

LobbyistCovered position, as disclosed
CLIFF ANDREWS —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Bills named: H.R. 3942 (119th), H.R. 10467 (119th), H.R. 7293 (119th), S. 1831 (119th), H.Res. 464 (119th)

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.