2nd Quarter - Report

MUTUAL OF OMAHA for MUTUAL OF OMAHA

Firm
Client
Income
—
Expenses
$95,000
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.

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: SENATE; HOUSE OF REPRESENTATIVES

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

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 S1221, HR 2823 Affordable Retirement Advice Protection Act, Affordable Advice for Savers Act - Fiduciary standard - liability under ERISA

LobbyistCovered position, as disclosed
MELISSA TAYLOR —
CICELY TOMLINSON —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 2823 (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: SENATE; HOUSE OF REPRESENTATIVES

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 HR 10 - Financial CHOICE Act of 2017 - changes to Dodd-Frank Act

LobbyistCovered position, as disclosed
MELISSA TAYLOR —
CICELY TOMLINSON —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 10 (115th), H.R. 1628 (115th), H.R. 3463 (115th), H.R. 5143 (115th)

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.