3rd Quarter - Report

LINCOLN NATIONAL CORPORATION for LINCOLN NATIONAL CORPORATION

Firm
Client
Income
—
Expenses
$310,000
Expense method
A: Lobbying Disclosure Act definitions

What was lobbied

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

Financial Institutions/Investments/Securities FIN

PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: Implementation issues including insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care. HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses. HR 4865/S3198 Registration for Index-Linked Annuities Act. Issue: index-linked annuities. HR 8152 American Data Privacy and Protection Act. Issue: data privacy. No bill number. Draft legislation that would require notice of data security breaches. Issue: data privacy. No bill number. Issue: diversity and inclusion in financial services. No bill number. Issue: covered agreement on prudential measures regarding the business of insurance and reinsurance.

LobbyistCovered position, as disclosed
ROMAN GABRIEL New —
HELENE NORCROSS RAYDER —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 8152 (117th), H.R. 4865 (117th), H.R. 1595 (117th)

Taxation/Internal Revenue Code TAX

PL 117-169 Inflation Reduction Act. S 2621 Modernization of Derivatives Tax Act of 2021. Issue: ordinary treatment of bonds. HR 3684 Infrastructure Investment and Jobs Act. HR 5376 Build Back Better Act. S 4820 / HR 7107 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty. HR 4289 WISH ACT. Issue: long term care.

LobbyistCovered position, as disclosed
ROMAN GABRIEL New —
HELENE NORCROSS RAYDER —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 5376 (117th), H.R. 4289 (117th), H.R. 7107 (117th), H.R. 3684 (117th)

Retirement RET

HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave. PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act. S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts. HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings. S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans. HR 804/S 248 FAMILY Act. Issue: paid family and medical leave. S 4808 The Enhancing American Retirement Now (EARN) Act. Issue: retirement. Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.

LobbyistCovered position, as disclosed
ROMAN GABRIEL New —
HELENE NORCROSS RAYDER —
JANNA TRANFA —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 804 (117th), H.R. 2954 (117th), H.R. 5376 (117th)

Insurance INS

PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards. HR 842/S 420 Protecting Workers Freedom to Organize Act. Issue: independent contractor status. No bill number. Issue: Environmental, Social, and Corporate Governance (ESG).

LobbyistCovered position, as disclosed
HELENE NORCROSS RAYDER —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 4173 (117th), H.R. 842 (117th)

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.