4th Quarter - Report

LINCOLN NATIONAL CORPORATION for LINCOLN NATIONAL CORPORATION

Period 4th Quarter 2010 Filed Jan 20, 2011 Signed by James A. Morrill, Vice President Federal Relations

Official filing
Firm
LINCOLN NATIONAL CORPORATION
Client
LINCOLN NATIONAL CORPORATION
Income
—
Expenses
$390,000
Expense method
A: Lobbying Disclosure Act definitions

What was lobbied

2 issue areas, each in the filer's own words, with who lobbied on it and where.

Financial Institutions/Investments/Securities FIN

HR 4853 Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010extends for two years the 2001 and 2003 tax rates and reforms the estate tax; S 401 Defined Contribution Fee Disclosure Act of 2009 / HR 2989 401(k) Fair Disclosure and Pension Security Act of 2009-- 401(k) fee disclosure and investment advice legislation; S 1082 GROWTH Act--a bill to defer capital gains until owners sell their mutual funds; HR 4126 The Retirement Fairness Act of 2009--defined contribution reform legislation; S 2832 Lifetime Income Disclosure Act--annuity disclosure for retirement plans; S 3760 Automatic IRA Act of 2010 / HR 6099 Automatic IRA Act of 2010.

LobbyistCovered position, as disclosed
DAVID KEMPS —
JAMES MORRILL —

Contacted: SENATE; HOUSE OF REPRESENTATIVES; Treasury, Dept of

Bills named: H.R. 4853 (111th), H.R. 6099 (111th), H.R. 2989 (111th), H.R. 4126 (111th)

Insurance INS

HR 4853 Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010extends for two years the 2001 and 2003 tax rates and reforms the estate tax; S 401Defined Contribution Fee Disclosure Act of 2009 / HR 2989 401(k) Fair Disclosure and Pension Security Act of 2009-- 401(k) fee disclosure and investment advice legislation; S 515 Patent Reform Act of 2009 / HR 1260 Patent Reform Act of 2009-- patent reform legislation; HR 1880 National Insurance Consumer Protection Act -- federal insurance regulation legislation; HR 2748 Retirement Security Needs Lifetime Pay Act / S 1297 Retirement Security for Life Act--tax exclusion legislation for lifetime annuity payments; HR 4126 The Retirement Fairness Act of 2009--defined contribution reform legislation; S 2832 Lifetime Income Disclosure Act--annuity disclosure requirement for pension plans; S 3760 Automatic IRA Act of 2010 / HR 6099 Automatic IRA Act of 2010.

LobbyistCovered position, as disclosed
DAVID KEMPS —
JAMES MORRILL —

Contacted: Treasury, Dept of; HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 2748 (111th), H.R. 4853 (111th), H.R. 6099 (111th), H.R. 1880 (111th), H.R. 4126 (111th), H.R. 1260 (111th), H.R. 2989 (111th)

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.