4th Quarter - Report

PRIMERICA LIFE INSURANCE COMPANY for PRIMERICA LIFE INSURANCE COMPANY

Firm
Client
Income
—
Expenses
$280,000
Expense method
A: Lobbying Disclosure Act definitions

What was lobbied

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

Financial Institutions/Investments/Securities FIN

P.L. 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, Title IX, Section 913, Securities and Exchange Commission Study and rulemaking regarding obligations of brokers, dealers, and investment advisers; H.R. 4538, Senior Safe Act of 2016; S. 2216 Senior$afe Act of 2015.

LobbyistCovered position, as disclosed
ALLISON LEIGH SHUSTER —
GREG W THOMAS LD-Rep. Mick Mulvaney & DepCoS/LD-Rep. Gresham Barrett

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Bills named: S. 2216 (114th), H.R. 4538 (114th)

Taxation/Internal Revenue Code TAX

S. 2252, Fair Playing Field Act of 2015, provisions related to amending P.L. 95-600, The Revenue Act of 1978, Section 530, which protects small business ownership and entrepreneurship for independent contractors; no bill number, preserving retirement savings tax incentives in the current tax code.

LobbyistCovered position, as disclosed
ALLISON LEIGH SHUSTER —
GREG W THOMAS LD-Rep. Mick Mulvaney & DepCoS/LD-Rep. Gresham Barrett

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: S. 2252 (114th)

Retirement RET

Department of Labor final rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); H.R. 1090, the Retail Investor Protection Act, provisions relating to the Department of Labor coordinating retail customer standards of conduct with the Securities and Exchange Commission to minimize regulatory conflicts; H.R. 4293, the Affordable Retirement Advice Protection Act; H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support Act.

LobbyistCovered position, as disclosed
ALLISON LEIGH SHUSTER —
GREG W THOMAS LD-Rep. Mick Mulvaney & DepCoS/LD-Rep. Gresham Barrett

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 4294 (114th), H.R. 1090 (114th), H.R. 4293 (114th)

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.