1st Quarter - Report — RNL CONSULTING LLC for GENWORTH FINANCIAL (2020)

Firm

RNL CONSULTING LLC

Client

GENWORTH FINANCIAL

Income

$25,000

Expenses

—

What was lobbied

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

Taxation/Internal Revenue Code TAX

Implementation of TCJA; tax incentives proposals to facilitate the purchase of certain retirement insurance protections. Specific focus on long term care insurance and potential options for including LTCI as an in-plan investment option in qualified savings plans.

Lobbyist	Covered position, as disclosed
ROGER NATHANIEL LEVY	—

Contacted: SENATE; Health & Human Services, Dept of (HHS); HOUSE OF REPRESENTATIVES; Treasury, Dept of; Labor, Dept of (DOL); White House Office

Banking BAN

No specific legislation yet introduced or lobbied. lobbying focus would be on DFA reforms, provisions on classification of non-bank financial entities as systemically significant, and regulatory oversight of internationally active insurance groups. Also privacy legislation that affects the use, protection and disclosure of certain customer data. Specific provisions of the CARES Act pertaining to retirement savings and insurance protection.

Lobbyist	Covered position, as disclosed
ROGER NATHANIEL LEVY	—

Contacted: SENATE; Labor, Dept of (DOL); Treasury, Dept of; HOUSE OF REPRESENTATIVES; Health & Human Services, Dept of (HHS); White House Office

Retirement RET

Retirement Security and Savings Act, S-1431 by Sens Portman and Cardin. Specific focus on provisions to facilitate savings and insurance protection for retirement security. RESA, S-792 and HR 1007. Anticipated legislation that wold permit employer plans to offer LTCI as an in-plan investment option in qualified savings plans (401k, IRA). Also anticipated legislation to permit penalty and tax free withdrawals from qualified savings plans. Potential legislation to be introduced by Senator Pat Toomey (R-PA). Specific provisions of the CARES Act pertaining to retirement security and savings.

Lobbyist	Covered position, as disclosed
ROGER NATHANIEL LEVY	—

Contacted: White House Office; SENATE; Treasury, Dept of; Labor, Dept of (DOL); Health & Human Services, Dept of (HHS); HOUSE OF REPRESENTATIVES

Bills named: H.R. 1007 (116th)

Insurance INS

Insurance regulation at state and federal levels.

Lobbyist	Covered position, as disclosed
ROGER NATHANIEL LEVY	—

Contacted: Treasury, Dept of; White House Office; Health & Human Services, Dept of (HHS); SENATE; HOUSE OF REPRESENTATIVES; 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.