NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS for NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS

Taxation/Internal Revenue Code TAX

Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, and health insurance including: S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499 and H.R. 3902.

Contacted: Centers For Medicare and Medicaid Services (CMS); SENATE; Treasury, Dept of; Health & Human Services, Dept of (HHS); HOUSE OF REPRESENTATIVES; Labor, Dept of (DOL); Securities & Exchange Commission (SEC); Internal Revenue Service (IRS)

Bills named: H.R. 173 (115th), S. 28 (115th), H.R. 247 (115th), H.R. 3902 (115th), H.R. 246 (115th), H.R. 3910 (115th), H.Con.Res. 71 (115th), H.R. 1628 (115th), H.R. 394 (115th), S. 58 (115th), H.R. 3653 (115th), H.R. 3499 (115th)

Government Issues GOV

Issues relating to the process and protocol of the federal regulatory system.

Contacted: HOUSE OF REPRESENTATIVES; Securities & Exchange Commission (SEC); Labor, Dept of (DOL); Centers For Medicare and Medicaid Services (CMS); SENATE; Treasury, Dept of; Health & Human Services, Dept of (HHS); Internal Revenue Service (IRS)

Financial Institutions/Investments/Securities FIN

Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010. Issues related to the regulation of securities products and those who sell them. Issues related to the regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA including: H.R.3857, H.J. Res. 66, H.J.Res. 67, S.J. Res. 32, S. J. Res. 33 and H.R. 355. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens including H.R.3758 and S. 223.

Contacted: Securities & Exchange Commission (SEC); Labor, Dept of (DOL); Internal Revenue Service (IRS); HOUSE OF REPRESENTATIVES; SENATE; Health & Human Services, Dept of (HHS); Centers For Medicare and Medicaid Services (CMS); Treasury, Dept of

Bills named: S.J.Res. 32 (115th), H.R. 3857 (115th), H.R. 3758 (115th), S.J.Res. 33 (115th), S. 223 (115th), H.J.Res. 66 (115th), H.R. 355 (115th), H.J.Res. 67 (115th)

Health Issues HCR

Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.

Contacted: Securities & Exchange Commission (SEC); Centers For Medicare and Medicaid Services (CMS); Health & Human Services, Dept of (HHS); Treasury, Dept of; SENATE; Internal Revenue Service (IRS); HOUSE OF REPRESENTATIVES; Labor, Dept of (DOL)

Bills named: H.R. 1628 (115th), S. 761 (115th), H.R. 1101 (115th), S. 58 (115th), S. 28 (115th), H.R. 247 (115th), H.R. 173 (115th), H.R. 372 (115th), H.R. 394 (115th), H.R. 246 (115th)

Retirement RET

Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors inlcuding: H.R. 3653, H.R. 3910, H.R. 3499 and H.R. 3902.

Contacted: HOUSE OF REPRESENTATIVES; Internal Revenue Service (IRS); Labor, Dept of (DOL); Securities & Exchange Commission (SEC); Centers For Medicare and Medicaid Services (CMS); Health & Human Services, Dept of (HHS); SENATE; Treasury, Dept of

Bills named: H.R. 3910 (115th), H.R. 3902 (115th), S. 868 (115th), H.J.Res. 67 (115th), H.R. 2055 (115th), S.J.Res. 32 (115th), H.J.Res. 66 (115th), H.R. 3653 (115th), H.R. 3857 (115th), S.J.Res. 33 (115th), H.R. 355 (115th), H.R. 3499 (115th)

Insurance INS

Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.

Contacted: Securities & Exchange Commission (SEC); Internal Revenue Service (IRS); Treasury, Dept of; SENATE; HOUSE OF REPRESENTATIVES; Labor, Dept of (DOL); Centers For Medicare and Medicaid Services (CMS); Health & Human Services, Dept of (HHS)

Bills named: S. 58 (115th), H.R. 246 (115th), H.R. 173 (115th), S. 28 (115th), H.R. 1628 (115th), H.R. 247 (115th)