1st Quarter - Amendment

MUTUAL OF OMAHA for MUTUAL OF OMAHA

Firm
Client
Income
—
Expenses
$139,000
Expense method
A: Lobbying Disclosure Act definitions

What was lobbied

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

Taxation/Internal Revenue Code TAX

Tax Reform - general tax treatment of insurance products

LobbyistCovered position, as disclosed
KERSTEN HIGGINS New —
CICELY TOMLINSON —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Retirement RET

1210 -AB71 State run retirement plans rule. 1210-AB32 - Fiduciary Rule definition Defined Benefit plans - legislative changes Defined Contribution Plans - legislative changes S3471 - RESA - replace or repeal of state sponsored retirement plans RISE Act - treatment of student loans, elimination of ROTH conversion, minimum distribution rules

LobbyistCovered position, as disclosed
MELISSA TAYLOR —
CICELY TOMLINSON —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Consumer Issues/Safety/Products CSP

HR 1770 Data Security & Breach Notification Act/ HR 6032 Data Breach Insurance Act - national breach notification, safe-harbor provisions HR 2205 and S961 - Data Security Act - information sharing, national data breach notification standards

LobbyistCovered position, as disclosed
KERSTEN HIGGINS New —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 2205 (115th), H.R. 1770 (115th), H.R. 6032 (115th)

Insurance INS

Medicare Reform - changes to benefit structure HR 3463/S 3244 -dental rules sold on or off exchanges HR 1628 - ACA Repeal and replace S 1719 - RAISE Family Caregivers Act - long term care insurance Long Term Care premiums - Congressional oversight Long Term Care Tax Incentives - expansion of Long Term Care HIX - assessment applied to products sold off ACA exchanges HR 5143 Transparent Insurance Standards Act - capital requirements for insurers 1210-AB39 claims processing for disability benefits Tri-Agency Rule - Hospital indemnity produces

LobbyistCovered position, as disclosed
MELISSA TAYLOR —
CICELY TOMLINSON —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 5143 (115th), H.R. 3463 (115th), H.R. 1628 (115th)

Labor Issues/Antitrust/Workplace LBR

Incentive Compensation - statutory authority Overtime Rule - minimum salary level test, highly compensated requirements, minimum salary and compensation levels for exemptions. Flexible Spending Accounts - proposals to increase FSA annual contribution limits

LobbyistCovered position, as disclosed
KERSTEN HIGGINS New —
MELISSA TAYLOR —
CICELY TOMLINSON —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

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.