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
H.R. 1495 - Health Care Reform Act of 2009. Issue: health care reform.
| Lobbyist | Covered position, as disclosed |
|---|---|
| DOUGLAS P BATES | — |
| STEVEN M RADKE | — |
| ALISON WATSON | — |
| MICHAEL L YOUNGMAN | — |
Financial Institutions/Investments/Securities FIN
See attachment. FIN First Quarter Report 2009 H.R. 1 American Recovery and Reinvestment Tax Act of 2009. Issue: Privacy. 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. 1754 - Financial System Stabilization and Reform Act of 2009. Issue: Regulatory Reform. H.R. 1880 - National Insurance Consumer Protection Act. Issue: Regulatory Reform. 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.
| Lobbyist | Covered position, as disclosed |
|---|---|
| DOUGLAS P BATES | — |
| STEVEN M RADKE | — |
| ALISON WATSON | — |
| MICHAEL L YOUNGMAN | — |
Taxation/Internal Revenue Code TAX
See attachment TAX First 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.96 : To amend the Internal Revenue Code of 1986 to increase the maximum reduction in estate tax value for farmland and other special use property, to restore and increase the estate tax deduction for family-owned business interests, and for other purposes. Issue: estate tax as it effects life insurance. 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.173 : To amend the Internal Revenue Code of 1986 to exempt certain farmland from the estate tax. Issue: estate tax as it effects life insurance. H.R.205 : To repeal the Federal estate and gift taxes. Issue: estate tax as it effects life insurance. H.R.436 : To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, and for other purposes. Issue: estate tax as it effects life insurance. H.R.533 : To make full estate tax repeal, small business expensing, and SECA tax deduction for health insurance permanent. Issue: estate tax as it effects life insurance. H.R.1960 : To make the repeal of the estate tax permanent. Issue: estate 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. 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.AMDT.873 to S.CON.RES.13 To create a deficit-neutral reserve fund for estate tax relief. Issue: estate tax as it effects life insurance. S.AMDT.974 to S.CON.RES.13 To provide that no additional estate tax relief beyond that which is already assumed in this resolution, which protects over 99.7 percent of estates from the estate tax, shall be allowed under any deficit-neutral reserve fund unless an equal amount of aggregate tax relief is also provided to Americans earning less than $100,000 per year. Issue: estate tax as it effects life insurance.
| Lobbyist | Covered position, as disclosed |
|---|---|
| DOUGLAS P BATES | — |
| STEVEN M RADKE | — |
| ALISON WATSON | — |
| MICHAEL L YOUNGMAN | — |
Retirement RET
See attachment. RET First 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. 1424 Emergency Economic Stabilization Act of 2008. Issue: executive com restrictions and 401(k) asset recovery. H.R. 1961 - Savings for American Families Future Act Issue: savers' credit H.R. 2205/ S 1010 Retirement Security for Life Act. Issue: Tax Incentive for Non Qualified Annuities H.R. 2419 Farm Bill Extension Act. Issue: Roth treatment for 457 contracts. H.R. 3185 - The 401(k) Fair Disclosure for Retirement Security Act of 2007. Issue: Retirement plan fee disclosure. H.R. 3361 -To make technical corrections related to the Pension Protection Act of 2006. Issue: technical corrections to PPA. H.R. 3997 Defenders of Freedom Tax Act/ Heroes Earnings Assistance and Relief Act. Issue: military access to retirement monies. H.R. 5160 Small Business Add Value for Employees Act of 2008. Issue: expand pension coverage. H.R. 6143 Pension Protection Act ERISA Amendments of 2008. Issue: Retirement plan modifications. H.R. 6357 Protecting Records, Optimizing Treatments, and Easing Communications Through Healthcare Technology Act of 2008 (ProTECHt Act) H.R. 6382 Pension Protection Act Technical Corrections. Issue: Retirement plan modifications H.R. 7242 Pension Protection Act IRC Amendments of 2008. Issue: LTC and annuity clarification; Tax free exchange provisions for LTC. H.R. 7327 Worker, Retiree and Employer Recovery Act. Issue: Retirement plan modification. S. 207 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. 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 2008. 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. RET - First Quarter Report 2009 continued S. 1288 - Women's Retirement Act of 2007. Issue: federal tax treatment of annuities. S. 1693 The Wired for Healthcare Quality Act. Issue: affects of LTC ERISA preemption. S. 1974- the Pension Protection Technical Corrections Act of 2007. Issue: technical corrections to PPA. S. 2473 Defined Contribution Fee Disclosure Act. Issue: retirement plan fee disclosure. S. 3278/ HR 6708 - A bill which would limit the use of 401(k) debit cards and limit withdrawals from 401(k) plans. Issue: limit of withdrawals on retirement plans. S. 3952 - Automatic IRA Act of 2007. Issue: expand pension coverage. S. Con Res 13 - 2010 Senate Budget Resolutions Issue: savers' credit, Auto-IRAs
| Lobbyist | Covered position, as disclosed |
|---|---|
| DOUGLAS P BATES | — |
| STEVEN M RADKE | — |
| ALISON WATSON | — |
| MICHAEL L YOUNGMAN | — |
Insurance INS
See attachment. INS First Quarter Report 2009 H.R. 1 American Recovery and Reinvestment Tax Act of 2009. Issue: Privacy. 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. 1754 - Financial System Stabilization and Reform Act of 2009. Issue: Regulatory Reform. H.R. 1880 - National Insurance Consumer Protection Act. Issue: Regulatory Reform. 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.
| Lobbyist | Covered position, as disclosed |
|---|---|
| DOUGLAS P BATES | — |
| STEVEN M RADKE | — |
| ALISON WATSON | — |
| MICHAEL L YOUNGMAN | — |
Consumer Issues/Safety/Products CSP
See attachment. CSP First Quarter Report 2009 H.R. 1 American Recovery and Reinvestment Tax Act of 2009. Issue: Privacy. 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. 1754 - Financial System Stabilization and Reform Act of 2009. Issue: Regulatory Reform. H.R. 1880 - National Insurance Consumer Protection Act. Issue: Regulatory Reform. 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.
| 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.