FINSECA for FINSECA

Taxation/Internal Revenue Code TAX

H.R. 1301 / S. 587 - Death Tax Repeal Act of 2025 Issues related to H. Con. Res. 14 - Concurrent Resolution Establishing the Congressional Budget for Fiscal Year 2025 and Setting Forth Appropriate Budgetary Levels for Fiscal Years 2026 Through 2034 Issues related to S. 4279 - Protecting Proper Life Insurance from Abuse Act and Private Placement Life Insurance H.R. 2547 / S. 1335 - Secure Family Futures Act of 2025 H.R. 601 - Estate Tax Rate Reduction Act H.R. 1 / Public Law 119-21 - One Big Beautiful Bill Act Issues related to H.R. 5427 / S. 2845 - Billionaires Income Tax Act H.R. 6324 - Retirement Simplification and Clarity Act H.R. 2696 / S. 1526 - Retirement Savings for Americans Act of 2025 H.R. 8867 - Planning for Long-Term Aging Needs (PLAN) Act H.R. 6438 / S. 4662 - Redistribution of Billions by Instituting New High-Income Obligations on Overlooked Debt Act, or the ROBINHOOD Act Joint Trades Letter to Sens. Moran and Van Hollen re: S. 4498 / ABLE Tomorrow Act

Contacted: SENATE; HOUSE OF REPRESENTATIVES; Securities & Exchange Commission (SEC); Labor, Dept of (DOL); Treasury, Dept of

Bills named: S. 4498 (119th), H.R. 2696 (119th), H.R. 6324 (119th), S. 2845 (119th), H.R. 601 (119th), H.R. 2547 (119th), H.R. 5427 (119th), S. 4662 (119th), H.R. 1 (119th), H.R. 6438 (119th), S. 587 (119th), H.Con.Res. 14 (119th), S. 1335 (119th), S. 1526 (119th), H.R. 1301 (119th), H.R. 8867 (119th), S. 4279 (119th)

Insurance INS

Issues related to life insurance.

Contacted: Labor, Dept of (DOL); HOUSE OF REPRESENTATIVES; SENATE; Treasury, Dept of; Securities & Exchange Commission (SEC)

Financial Institutions/Investments/Securities FIN

H.R. 1777 / S. 1561 - Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2025 S. 1208 - Privacy Act Modernization Act of 2025 Issues related to Information Reporting and Transfer for Valuable Consideration Rules for Section 1035 Exchanges of Life Insurance and Certain Other Life Insurance Contract Transactions (REG-108054-21) Issues related to the regulation of nonbank financial institutions H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST) Act H.R. 7187 - Clarity for Compensation Act Finseca Comment Letter to DOL re: RIN 1210-AC38 Joint Trades Coalition Comment Letter to Treasury re: RIN 4030-ZA02 / FSOC Proposal on Nonbank Financial Companies

Contacted: Securities & Exchange Commission (SEC); SENATE; Labor, Dept of (DOL); Treasury, Dept of; HOUSE OF REPRESENTATIVES

Bills named: H.R. 3383 (119th), S. 1561 (119th), S. 1208 (119th), H.R. 1777 (119th), H.R. 7187 (119th)

Labor Issues/Antitrust/Workplace LBR

H.R. 20 / S. 852 - Richard L. Trumka Protecting the Right to Organize Act of 2025 Issues related to E.O. 14330 / Alternative Assets in 401(k)s Issues related to the Department of Labor Retirement Security Rule/Fiduciary Rule and related litigation, including American Council of Life Insurers v. U.S. Department of Labor, No. 4:24-cv-00482-O Finseca Comment Letter to DOL re: RIN 1235-AA46 Coalition Comment Letter to FTC and DOJ re: Guidance on Business Collaborations

Contacted: Treasury, Dept of; Justice, Dept of (DOJ); HOUSE OF REPRESENTATIVES; Labor, Dept of (DOL); Federal Trade Commission (FTC); SENATE

Bills named: S. 852 (119th), H.R. 20 (119th)

Government Issues GOV

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