4th Quarter - Report

NEW YORK LIFE INSURANCE COMPANY for NEW YORK LIFE INSURANCE COMPANY

Firm
Client
Income
—
Expenses
$890,000
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.

Insurance INS

Issues related to paid family medical leave and disability insurance. Issues related to requirements for the application of the Employee Retirement Income Security Act of 1974 (ERISA) to general account policies that receive contributions from employee benefit plans.

LobbyistCovered position, as disclosed
KERRY COLE —
JULIE HERWIG —
JENNIFER TAFT —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Taxation/Internal Revenue Code TAX

Issues pertaining to the corporate alternative minimum tax. Issues related to the tax treatment of life insurance. Issues related to Subchapter L of the IRS Code. Issues pertaining to The Secure Families Future Act (HR 5707).

LobbyistCovered position, as disclosed
JULIE HERWIG —
DOUGLAS LATHROP —
JONATHAN PAONE —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 5707 (118th)

Computer Industry CPI

Issues related to cybersecurity, breach notification. Issues related to data privacy standards, including the Privacy Act of 2023 (HR 1165), all provisions and the American Data Privacy and Protection Act (HR 8152), all provisions.

LobbyistCovered position, as disclosed
WHYTNE BROOKS —
JULIE HERWIG —

Contacted: HOUSE OF REPRESENTATIVES

Bills named: H.R. 8152 (118th), H.R. 1165 (118th)

Retirement RET

Issues related to SECURE 2.0 (Pub. Law No. 117-328) Issues related to the Department of Labors proposed retirement security regulation

LobbyistCovered position, as disclosed
KERRY COLE —
JULIE HERWIG —
DOUGLAS LATHROP —
JONATHAN PAONE —
COURTNEY SCHOENBORN —
JENNIFER TAFT —

Contacted: Labor, Dept of (DOL); SENATE; HOUSE OF REPRESENTATIVES

Financial Institutions/Investments/Securities FIN

Issues related to the Basel III Endgame proposal impacting mutual life insurers. Issues related to insurers' use of derivatives.

LobbyistCovered position, as disclosed
KERRY COLE —
JULIE HERWIG —

Contacted: Commodity Futures Trading Commission (CFTC)

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.