3rd Quarter - Report

PRIMERICA LIFE INSURANCE COMPANY for PRIMERICA LIFE INSURANCE COMPANY

Firm
Client
Income
—
Expenses
$370,000
Expense method
A: Lobbying Disclosure Act definitions

What was lobbied

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

Retirement RET

Department of Labor final rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); Definition of the Term Fiduciary; Conflict of Interest Rule-Retirement Investment Advice; Best Interest Contract Exemption (Prohibited Transaction Exemption 2016-01); Class Exemption for Principal Transactions in Certain Assets Between Investment Advice Fiduciaries and Employee Benefit Plans and IRAs (Prohibited Transaction Exemption 2016-02); Prohibited Transaction Exemptions 75-1, 77-4, 80-83, 83-1, 84-24 and 86-128 (RIN 1210-AB79); H.R. 2823/ S/1321 - Affordable Retirement Advice for Savers Act; H.R. 3857 - PASS Act of 2017.

LobbyistCovered position, as disclosed
ALLISON LEIGH SHUSTER —
GREG W THOMAS LD-Rep. Mick Mulvaney & DepCoS/LD-Rep. Gresham Barrett

Contacted: SENATE; Labor, Dept of (DOL); HOUSE OF REPRESENTATIVES

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

Financial Institutions/Investments/Securities FIN

P.L. 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, Title IX, Section 913, Securities and Exchange Commission Study and rulemaking regarding obligations of brokers, dealers, and investment advisers.

LobbyistCovered position, as disclosed
ALLISON LEIGH SHUSTER —
GREG W THOMAS LD-Rep. Mick Mulvaney & DepCoS/LD-Rep. Gresham Barrett

Contacted: HOUSE OF REPRESENTATIVES; SENATE; Labor, Dept of (DOL)

Taxation/Internal Revenue Code TAX

Provisions related to amending P.L. 95-600, The Revenue Act of 1978, Section 530, which protects small business ownership and entrepreneurship for independent contractors; no bill number, preserving retirement savings tax incentives in the current tax code; tax reform framework released and written by staff and/or members of the House Ways & Means Committee or Senate Finance Committee as the drafts relate to the taxation of the business use of life insurance and taxation of life insurers and products.

LobbyistCovered position, as disclosed
ALLISON LEIGH SHUSTER —
GREG W THOMAS LD-Rep. Mick Mulvaney & DepCoS/LD-Rep. Gresham Barrett

Contacted: HOUSE OF REPRESENTATIVES; SENATE; Labor, Dept of (DOL)

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.