Issues related to the tax treatment of life insurance products and companies. H.R. 2082, Well-Being Insurance for Seniors to be at Home Act, all provisions. H.R. 6324, Retirement Simplification and Clarity Act, all provisions.
Issues relating to increasing access to and awareness of Social Security survivor benefits for bereaved children. Issues related to proposals to clarify (i) the non-fiduciary status of insurance companies in the administration of insurance contracts issued to ERISA retirement plans, and (ii) the non-ERISA status of insurance company general account assets that support these contracts.
Issues related to provisions in the Basel III Endgame proposal impacting mutual life insurers. Issues related to data privacy and modernization of the Gramm Leach Bliley Act.