*S.__ -Protecting Proper Life Insurance from (PPLI) Abuse Act. This bill would restrict the use of private placement life insurance. *H.R. 2547, Ordinary treatment bill - Secure Family Futures Act *Life Insurance Tax Stabilization Proposal (no bill introduced yet) *Ordinary Treatment of Bonds (Senate Wyden Modernization of Derivatives Act) *Issues related to the tax treatment of life insurance reserves and deferred acquisition costs (DAC) *Issues related to the reduction or elimination of state and local tax deductions for businesses. *Issue: TCJA reauthorization *Issue: HR 1 - The One Big Beautiful Bill Act *Issues related to the reduction or elimination of state and local tax deductions for businesses.
*H.R. __ - State Regulation of Insurance Preservation Act. The bill would limit certain authorities and duties of the Federal Insurance Office of the Department of the Treasury. Issue: Federal Insurance Office. *H.R. __ - Business of Insurance Regulatory Reform Act- To amend the Consumer Financial Protection Act of 2010 to clarify the authority of the Bureau of Consumer Financial Protection with respect to persons regulated by a State insurance regulator. Issue: Business of Insurance. *Issue: FSOC nonbank guidance rule. *Issue: private equitys growing role in the insurance industry. *Issue: S&P proposal on the methodology that is used to rate insurance companies. *Issue: National Association of Registered Agents and Brokers (NARAB) board. No bill number assigned. *Issue: Housing Finance Reform. No bill number assigned. *S. 1544/H.R. 3437 - Insurance Data Protection Act. To prohibit the Federal Insurance Office of the Department of the Treasury and other financial regulators from collecting data directly from an insurance company. Issue: FIO Reform
*H.R.1013, S.424 Retirement Fairness for Charities and Educational Institutions Act of 2025: Allows 403(b) retirement plans to invest in Collective Investment Trust or Separate Accounts Insurance Products to establish investment parity with other defined contribution plans, like 401(k)s. *H.R.2089 Generating Retirement Ownership through Long-Term Holding (GROWTH): The legislation provides that reinvested mutual fund dividends are not subject to capital gains taxation until the investor sells his or her shares. *H.R.2163 No Penalties for Victims of Fraud Act: The bill ensures that victims of retirement account fraud are not subject to the 10% additional income tax on early retirement plan distributions. *H.R.2696 This legislation establishes a federally run American Worker Retirement Plan for private-sector workers that do not have access to a workplace-based retirement plan. The bill also includes an enhanced federal matching contribution that only applies to lower income workers that participate in the federal plan. *General Accounts Product Corrections Act: Would clarify fiduciary responsibilities for life insurance companies as it relates to investments in their general accounts. *S. 400---the Paid Family and Medical Leave Tax Extension Act---Issue: paid family and medical leave *Issue: Reforming DOL's pension risk transfer bulletin, 95-1. *Issue: Technical corrections on catch up contributions under SECURE 2.0 Issue: SEC market conduct rulemakings *Issue: Fiduciary rulemaking *H.R. 2082-WISH Act-- provide for long-term care insurance benefits *H.R.2869 EBSA Investigations Transparency Act: This legislation requires the Department of Labors Employee Benefits Security Administration (EBSA) to submit annual reports to Congress on the status of its open employee plan audits and to explain why any audits open for more than 36 months have not been closed. *H.R. 2988 Protecting Prudent Investment of Retirement Savings Act: This legislation amends ERISA to specify that a retirement plan fiduciary shall be considered acting solely in the interest of participants only if: 1) the investment does not subordinate the interest of participants in their retirement income or financial benefits under the plan to other objectives, including ESG objectives and 2) the fiduciary does not sacrifice investment returns or take on additional investment risks to promote goals unrelated to the plan. *S.1707 Helping Young Americans Save for Retirement Act: This legislation lowers the required minimum participation age in ERISA-covered retirement plans from age 21 to age 18. *S.1831 Auto Reenroll Act of 2025: This legislation amends the qualified automatic contribution arrangement (QACA) safe harbor in the tax code for 401(k) plans to allow for automatic periodic reenrollment into the plan
*S. __ - Data Care Act. The legislation would establish duties of care, loyalty, and confidentiality, and a violation of the duties would be treated as a violation of a Federal Trade Commission (FTC) rule with fine authority. Issue: Data Privacy *H.R.__/S.__ Online Privacy Act - The legislation would provide for individual rights relating to privacy of personal information, to establish privacy and security requirements for covered entities relating to personal information, and to establish an agency to be known as the Digital Privacy Agency to enforce such rights and requirements. Issue: Data Privacy *H.R. __/S. __ DELETE Act - This bill would establish a centralized system to allow individuals to request the simultaneous deletion of their personal information across all data brokers. Issue: Data Privacy. *H.R. __/S.__ - Algorithmic Accountability Act. This bill would direct the Federal Trade Commission to require impact assessments of automated decision systems and augmented critical decision processes. Issue: Algorithmic Accountability. *S. __ - Artificial Intelligence Civil Rights Act. The bill would establish protections for individual rights with respect to computational algorithms. Issue: Artificial Intelligence (AI). *H.R. __ - Responsible AI Disclosure Act. The bill would require the Federal financial agencies to carry out a study and report on standardized descriptions for vendor-provided artificial intelligence systems. Issue: Artificial Intelligence (AI). *H.R.___ and S.___ - Draft data privacy legislation. Issue: Data Privacy *H.R. __ - Draft cybersecurity legislation. Issue: Cybersecurity *Issue: Artificial Intelligence (AI). *Issue: Draft legislation that would require notice of data security breaches. Issue: Cybersecurity and Privacy. *Issue: AI moratorium in the One Big Beautiful Bill Act.
*H.R.1777 - Securing and Enabling Commerce Using Remote and Electronic Notarization Act. To authorize and establish minimum standards for electronic and remote notarizations that occur in or affect interstate commerce. Issue: remote online notarization *H.R. 2441 - Improving Disclosure for Investors Act - This bill requires the SEC to propose and finalize rules to allow entities to deliver regulatory documents to investors electronically. Issue: Electronic delivery. *H.R. 1013/S.424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 - The bill would allow 403(b) plans to invest in Collective Investment Trusts or Separate Accounts that establishes investment parity with other defined contribution plans, like 401(k)s. Issue: Retirement security *H.R.__/S. __ SAFE Banking Act - This bill would create protections for financial institutions that provide financial services to State-sanctioned marijuana businesses and service providers for such businesses. Issue: Cannabis legislation *H.R. __ - Expanding Access to Capital Act - This bill reduces various securities regulations applicable to certain companies, brokers, and advisors. The bill also allows more investors to invest in specified types of ventures. Issue: Capital reform. *S. __ - Protecting Innovation in Investment Act - To prohibit the Securities and Exchange Commission from finalizing, implementing, or enforcing a proposed rule with respect to conflicts of interest associated with the use of predictive data analytics by broker-dealers and investment advisers. Issue: Predictive data analytics. *Issue: FHLBank System *Issue: Basel III *Issue: Regulation Best Interest *Issue: Environmental, Social, and Corporate Governance (ESG). No bill number assigned. *Issue: Commercial mortgage-backed security (CMBS) debt. No bill number assigned. *Issue: Unclaimed life insurance products. No bill number assigned. *Issue: Covered agreement on prudential measures with respect to the business of insurance and reinsurance. No bill number assigned. *Issue: Government Sponsored Enterprises (GSE) reform. No bill number assigned. *S. __ - Protecting Innovation in Investment Act - To prohibit the Securities and Exchange Commission from finalizing, implementing, or enforcing a proposed rule with respect to conflicts of interest associated with the use of predictive data analytics by broker-dealers and investment advisers. Issue: Predictive data analytics.
*Issue: Tariffs *Issue: Digital Services Tax (DST). *Issue: OECD Pillar II UTPR.