THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY for THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY
What was lobbied
6 issue areas, each in the filer's own words, with who lobbied on it and where.
Labor Issues/Antitrust/Workplace LBR
S. 1152 - The Healthy Families Act. Issue: Family and Work - life balance issues.
| Lobbyist | Covered position, as disclosed |
|---|---|
| DOUGLAS P BATES | — |
| STEVEN M RADKE | — |
| ALISON WATSON | — |
| MICHAEL L YOUNGMAN | — |
Financial Institutions/Investments/Securities FIN
See attachment. FIN Second Quarter Report 2009 H.R. 200 - Helping Families Save Their Homes in Bankruptcy Act of 2009. Issue: Bankruptcy Mortgage Modification. H.R. 225 - Emergency Homeownership and Equity Protection Act. Issue: Bankruptcy Mortgage Modification H.R. 384 TARP Reform and Accountability Act of 2009. Issue: Regulatory Reform. H.R. 703 - To promote bank liquidity and lending through deposit insurance, the HOPE for Homeowners Program, and other enhancements. Issue: Bankruptcy Mortgage Modification. H.R. 788 To provide a safe harbor for mortgage servicers who engage in specified mortgage loan modifications, and for other purposes. Issue: Bankruptcy Mortgage Modification. H.R. 977 Derivatives Markets Transparency and Accountability Act of 2009. Issue: Regulatory Reform. H.R. 1039 - Promoting Health Information Technology Act of 2009. Issue: Privacy. H.R. 1705 - the Financial Product Safety Commission Act Issue: Regulatory reform H.R. 1754 - Financial System Stabilization and Reform Act of 2009. Issue: Regulatory Reform. H.R. 1880 - National Insurance Consumer Protection Act. Issue: Regulatory Reform. H.R. 2221 - the "Data Accountability and Trust Act." Issue: Data Security Breach H.R. 2571/ S. 1363 - the "Nonadmitted and Reinsurance Reform Act of 2009" issue: to stream line reinsurance regulation. H.R. 2609 - the "Insurance Information Act of 2009," Issue: Regulatory reform. H.R. 2733 - the "Fixed Indexed Annuities and Insurance Products Classification Act of 2009." Issue: SEC Rule 151A H.RES. 53 - Providing for the consideration of the bill (H.R. 384) to reform the Troubled Assets Relief Program of the Secretary of the Treasury and ensure accountability under such Program. Issue: Regulatory Reform. H.RES. 62 - Providing for further consideration of the bill (H.R. 384) to reform the Troubled Assets Relief Program of the Secretary of the Treasury and ensure accountability under such Program, and for other purposes. Issue: Regulatory Reform. S. 61 - Helping Families Save Their Homes in Bankruptcy Act of 2009. Issue: Bankruptcy Mortgage Modification. S. 179 Health Information Technology Act of 2009. Issue: Privacy S. 344 Hedge Fund Transparency Act. Issue: Regulatory Reform. S. 444 National Health Information Technology and Privacy Advancement Act of 2009. Issue: Privacy S. 566 - Financial Product Safety Commission Act of 2009. Issue: Regulatory Reform S. 664 - Financial System Stabilization and Reform Act of 2009. Issue: Regulatory Reform. S. 1389 - the "Indexed Annuities and Insurance Products Classification Act of 2009" Issue: SEC Rule 151A
| Lobbyist | Covered position, as disclosed |
|---|---|
| DOUGLAS P BATES | — |
| STEVEN M RADKE | — |
| ALISON WATSON | — |
| MICHAEL L YOUNGMAN | — |
Taxation/Internal Revenue Code TAX
See attachment. TAX Second Quarter Report 2009 H.R.251 - Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. H.R.768 : To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on the Federal deficit and tax revenues. Issue: tax implications on life insurance. H.CON.RES.85 : Setting forth the congressional budget for the United States Government for fiscal year 2010 and including the appropriate budgetary levels for fiscal years 2009 and 2011 through 2014. Issue: Budgetary issues for upcoming fiscal years. TRACKING H.R.99 : To amend the Internal Revenue Code of 1986 to reduce taxes by providing an alternative determination of income tax liability for individuals, repealing the estate and gift taxes, reducing corporate income tax rates, reducing the maximum tax for individuals on capital gains and dividends to 10 percent, indexing the basis of assets for purposes of determining capital gain or loss, creating tax-free accounts for retirement savings, lifetime savings, and life skills, repealing the adjusted gross income threshold in the medical care deduction for individuals under age 65 who have no employer health coverage, and for other purposes. Issue: estate tax as it effects life insurance. H.R.2452 Title: Net Operating Loss (NOL) Carryback Act; to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: estate tax as it effects life insurance. S.156 Title: Small Business Stimulus Act of 2009; a bill to amend the Internal Revenue Code of 1986 to extend enhanced small business expensing and to provide for a 5-year net operating loss carryback for losses incurred in 2008 or 2009. Issue: estate tax as it effects life insurance. S.350 Title: American Recovery and Reinvestment Act of 2009; an original bill to provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. Issue: tax as it effects life insurance. S.722 : A bill to amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. Issue: estate tax as it effects life insurance. S.823 Title: Net Operating Loss (NOL) Carryback Act; a bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: tax as it effects life insurance. S.CON.RES.13 Title: An original concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2010, revising the appropriate budgetary levels for fiscal year 2009, and setting forth the appropriate budgetary levels for fiscal years 2011 through 2014. Issue: estate tax as it effects life insurance.
| Lobbyist | Covered position, as disclosed |
|---|---|
| DOUGLAS P BATES | — |
| STEVEN M RADKE | — |
| KATHLEEN H SCHLUTER | — |
| ALISON WATSON | — |
| MICHAEL L YOUNGMAN | — |
Retirement RET
See attachment. RET Second Quarter Report 2009 H.R. 519 The Elder Caregiver Support and Information Enhancement Act of 2009. Issue: LTC additional appropriations for LTC Information clearinghouse. H.R. 897 The Long Term Care and Retirement Security Act of 2009. Issue: LTC in cafeteria and FSA and above the line deductions for LTC premiums. H.R. 1961 - Savings for American Families Future Act Issue: savers' credit H.R. 1984 - 401(k) Fair Disclosure for Retirement Security Act of 2009. Issue: Retirement plan fee disclosure. H.R. 1988 Conflicted Investment Advice Prohibition Act of 2009. Issue: Investment Advice. H.R. 2021 Savings Recovery Act of 2009. Issue: Savers credit. H.R. 2733/S. 1389 Fixed Indexed Annuities and Insurance Products Classification Act of 2009. Issue: Clarify exemption for fixed indexed annuities. H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009. Issue: Tax Incentive for Annuities. H.R. 2792 Retirement Savings Transparency Act. Issue: Plan fee disclosure. H.R. 2989 401 (K) Fair Disclosure and Pension Security Act of 2009. Issue: Retirement Plan Fee Disclosure S. 391 Healthy Americans Act. Issue: private health insurance including LTC. S. 401 - Defined Contribution Fee Disclosure Act Issue: 401(k) fee disclosure S. 434 Empowered at Home Act of 2009. Issue: Allows above the line tax deduction for LTC premiums. Allows LTC to be offered in cafeteria/ FSA plans. S. 697/ HR 1721 Community Living Assistance Services and Supports Act. Issue: reform of LTC financing. S. 702/ H.R. 2096 Long Term Care Affordability and Security Act of 2009. Issue: allows long term care insurance to be offered in employer sponsored cafeteria plans and FSA. S. 1177 Confidence in Long Term Care Insurance Act of 2009. Issue: Consumer protection for long term care. S. 1297 Retirement Security for Life Act. Issue: Tax Incentive for Non Qualified Annuities. S. Con Res 13 - 2010 Senate Budget Resolutions Issue: savers' credit, Auto-IRAs. S. ______, Affordable Health Choices Act. Issue: Long Term Care financing with in health reform. (no bill number has been introduced).
| Lobbyist | Covered position, as disclosed |
|---|---|
| DOUGLAS P BATES | — |
| STEVEN M RADKE | — |
| ALISON WATSON | — |
| MICHAEL L YOUNGMAN | — |
Insurance INS
See attachment. INS Second Quarter Report 2009 H.R. 200 - Helping Families Save Their Homes in Bankruptcy Act of 2009. Issue: Bankruptcy Mortgage Modification. H.R. 225 - Emergency Homeownership and Equity Protection Act. Issue: Bankruptcy Mortgage Modification H.R. 384 TARP Reform and Accountability Act of 2009. Issue: Regulatory Reform. H.R. 703 - To promote bank liquidity and lending through deposit insurance, the HOPE for Homeowners Program, and other enhancements. Issue: Bankruptcy Mortgage Modification. H.R. 788 To provide a safe harbor for mortgage servicers who engage in specified mortgage loan modifications, and for other purposes. Issue: Bankruptcy Mortgage Modification. H.R. 977 Derivatives Markets Transparency and Accountability Act of 2009. Issue: Regulatory Reform. H.R. 1754 - Financial System Stabilization and Reform Act of 2009. Issue: Regulatory Reform. H.R. 1039 - Promoting Health Information Technology Act of 2009. Issue: Privacy. H.R. 1705 - the Financial Product Safety Commission Act Issue: Regulatory reform H.R. 1880 - National Insurance Consumer Protection Act. Issue: Regulatory Reform. H.R. 2221 - the "Data Accountability and Trust Act." Issue: Data Security Breach H.R. 2571 - the "Nonadmitted and Reinsurance Reform Act of 2009" issue: Regulatory reform H.R. 2609 - the "Insurance Information Act of 2009," Issue: Regulatory reform. H.R. 2733 - the "Fixed Indexed Annuities and Insurance Products Classification Act of 2009." Issue: SEC Rule 151A H.RES. 53 - Providing for the consideration of the bill (H.R. 384) to reform the Troubled Assets Relief Program of the Secretary of the Treasury and ensure accountability under such Program. Issue: Regulatory Reform. H.RES. 62 - Providing for further consideration of the bill (H.R. 384) to reform the Troubled Assets Relief Program of the Secretary of the Treasury and ensure accountability under such Program, and for other purposes. Issue: Regulatory Reform. S. 61 - Helping Families Save Their Homes in Bankruptcy Act of 2009. Issue: Bankruptcy Mortgage Modification. S. 179 Health Information Technology Act of 2009. Issue: Privacy S. 344 Hedge Fund Transparency Act. Issue: Regulatory Reform. S. 444 National Health Information Technology and Privacy Advancement Act of 2009. Issue: Privacy S. 566 - Financial Product Safety Commission Act of 2009. Issue: Regulatory Reform S. 664 - Financial System Stabilization and Reform Act of 2009. Issue: Regulatory Reform. S. 1363 - the "Nonadmitted and Reinsurance Reform Act of 2009" issue: Regulatory reform S. 1389 - the "Indexed Annuities and Insurance Products Classification Act of 2009" Issue: SEC Rule 151A
| Lobbyist | Covered position, as disclosed |
|---|---|
| DOUGLAS P BATES | — |
| STEVEN M RADKE | — |
| ALISON WATSON | — |
| MICHAEL L YOUNGMAN | — |
Consumer Issues/Safety/Products CSP
See attachment. CSP Second Quarter Report 2009 H.R. 200 - Helping Families Save Their Homes in Bankruptcy Act of 2009. Issue: Bankruptcy Mortgage Modification. H.R. 225 - Emergency Homeownership and Equity Protection Act. Issue: Bankruptcy Mortgage Modification H.R. 384 TARP Reform and Accountability Act of 2009. Issue: Regulatory Reform. H.R. 703 - To promote bank liquidity and lending through deposit insurance, the HOPE for Homeowners Program, and other enhancements. Issue: Bankruptcy Mortgage Modification. H.R. 788 To provide a safe harbor for mortgage servicers who engage in specified mortgage loan modifications, and for other purposes. Issue: Bankruptcy Mortgage Modification. H.R. 977 Derivatives Markets Transparency and Accountability Act of 2009. Issue: Regulatory Reform. H.R. 1039 - Promoting Health Information Technology Act of 2009. Issue: Privacy. H.R. 1705 - the Financial Product Safety Commission Act Issue: Regulatory reform H.R. 1754 - Financial System Stabilization and Reform Act of 2009. Issue: Regulatory Reform. H.R. 1880 - National Insurance Consumer Protection Act. Issue: Regulatory Reform. H.R. 2221 - the "Data Accountability and Trust Act." Issue: Data Security Breach H.R. 2571 - the "Nonadmitted and Reinsurance Reform Act of 2009" issue: Regulatory reform H.R. 2609 - the "Insurance Information Act of 2009," Issue: Regulatory reform. H.R. 2733 - the "Fixed Indexed Annuities and Insurance Products Classification Act of 2009." Issue: SEC Rule 151A H.RES. 53 - Providing for the consideration of the bill (H.R. 384) to reform the Troubled Assets Relief Program of the Secretary of the Treasury and ensure accountability under such Program. Issue: Regulatory Reform. H.RES. 62 - Providing for further consideration of the bill (H.R. 384) to reform the Troubled Assets Relief Program of the Secretary of the Treasury and ensure accountability under such Program, and for other purposes. Issue: Regulatory Reform. S. 61 - Helping Families Save Their Homes in Bankruptcy Act of 2009. Issue: Bankruptcy Mortgage Modification. S. 179 - Health Information Technology Act of 2009. Issue: Privacy S. 344 - Hedge Fund Transparency Act. Issue: Regulatory Reform. S. 444 - National Health Information Technology and Privacy Advancement Act of 2009. Issue: Privacy S. 566 - Financial Product Safety Commission Act of 2009. Issue: Regulatory Reform S. 664 - Financial System Stabilization and Reform Act of 2009. Issue: Regulatory Reform. S. 1363 - the "Nonadmitted and Reinsurance Reform Act of 2009" issue: Regulatory reform S. 1389 - the "Indexed Annuities and Insurance Products Classification Act of 2009" Issue: SEC Rule 151A
| Lobbyist | Covered position, as disclosed |
|---|---|
| DOUGLAS P BATES | — |
| STEVEN M RADKE | — |
| ALISON WATSON | — |
| MICHAEL L YOUNGMAN | — |
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.