Industrial loan company legislation (S. 5189).
Financial services issues impacting fraternal benefit societies including the Department of Labor Retirement Security proposed rule (RIN: 1210-AC02), the Investor Choice Act (H.R. 2620/ S. 1171), and industrial loan company legislation (S. 5189).
Impact of insurance-related legislation on fraternal benefit societies such as the Department of Labor Retirement Security proposed rule (RIN: 1210-AC02), the resolution promoting the work of fraternal benefit societies (H.Con.Res. 28 / S. Con.Res. 8), data privacy legislation yet to be introduced (later called American Privacy Rights Act Discussion Draft), and artificial intelligence related proposals including The Artificial Intelligence Research, Innovation, and Accountability Act (S. 3312).
Tax issues concerning fraternal benefit societies including the resolution H.Con.Res. 28 and S.Con.Res. 8.
Data privacy legislation yet to be introduced (later called American Privacy Rights Act Discussion Draft) and the impact on fraternal benefit societies such as dispute resolution policy.
Duration: October 20, 2009
to
December 31, 2015
General Issues: Banking , Financial Institutions/Investments/Securities , Insurance , Taxation/Internal Revenue Code , Consumer Issues/Safety/Protection , Retirement , Labor Issues/Antitrust/Workplace
Spending: about $1,507,964 (But it's complicated. Here's why.)
It can be tricky to figure out how much an organization spent on a particular lobbying engagement. The law only requires lobbyists to report the amount they were paid for federal lobbying each quarter rounded to the nearest $10,000—and if it's less than $3,000 in a given quarter (or less than $13,000 for organizations with in-house lobbyists), they don't have to disclose it at all. Plus, some organizations include spending that doesn’t belong in the report—for instance, money spent lobbying state governments or other legal work.
Agencies lobbied since 2009: U.S. Senate, House of Representatives, Labor - Dept of (DOL), Securities & Exchange Commission (SEC), U.S. Senate,, Government Accountability Office (GAO), Internal Revenue Service (IRS)
Lobbyists
Lobbyists named here were listed on a filing related to this lobbying engagement. They may not be working on it now. Occasionally, a single lobbyist whose name is spelled two different ways on filings may be represented twice here.
Disclosures Filed
Once a lobbying engagement begins, the lobbyist or firm is required to file updates four times a year. Those updates sometimes change which lobbyists are involved or add new issues being discussed. When lobbyists stop working for a client, the firm is also supposed to file a report disclosing the end of the relationship.
1st Quarter, 2024
In Q1, THRIVENT FINANCIAL FOR LUTHERANS had in-house lobbyists. The report was filed on April 22.
Original Filing: 301571188.xml
Lobbying Issues
Industrial loan company legislation (S. 5189).
Lobbying Issues
Financial services issues impacting fraternal benefit societies including the Department of Labor Retirement Security proposed rule (RIN: 1210-AC02), the Investor Choice Act (H.R. 2620/ S. 1171), and industrial loan company legislation (S. 5189).
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Impact of insurance-related legislation on fraternal benefit societies such as the Department of Labor Retirement Security proposed rule (RIN: 1210-AC02), the resolution promoting the work of fraternal benefit societies (H.Con.Res. 28 / S. Con.Res. 8), data privacy legislation yet to be introduced (later called American Privacy Rights Act Discussion Draft), and artificial intelligence related proposals including The Artificial Intelligence Research, Innovation, and Accountability Act (S. 3312).
Agencies Lobbied
U.S. Senate
Lobbying Issues
Tax issues concerning fraternal benefit societies including the resolution H.Con.Res. 28 and S.Con.Res. 8.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Data privacy legislation yet to be introduced (later called American Privacy Rights Act Discussion Draft) and the impact on fraternal benefit societies such as dispute resolution policy.
Agencies Lobbied
U.S. Senate
Type of Issue
Consumer Issues/Safety/Protection
1st Quarter, 2024
Thrivent Financial for Lutherans filed a lobbying registration on Jan. 9 for in-house lobbying efforts, effective Jan. 1.
Original Filing: 301522726.xml
Issue(s) they said they’d lobby about: Fraternal Benefit Society Issues
Insurance - Financial Services Issues .
4th Quarter, 2015
THRIVENT FINANCIAL FOR LUTHERANS in-house lobbying effort was terminated on Jan. 12, 2016
Original Filing: 300770726.xml
3rd Quarter, 2015
In Q3, THRIVENT FINANCIAL FOR LUTHERANS had in-house lobbyists. The report was filed on Oct. 19, 2015.
Original Filing: 300756406.xml
Lobbying Issues
Dept of Labor Fiduciary Rule Proposal (RIN 1210-AB32; ZRIN 1210-ZA25; (PTE)84-24)
Agencies Lobbied
U.S. Senate
Lobbying Issues
Tax exemption of fraternal benefit societies. Internal Revenue Code Sec. 501(c)(8)
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
3rd Quarter, 2011
THRIVENT FINANCIAL FOR LUTHERANS in-house lobbying effort was terminated on Oct. 11, 2011
Original Filing: 300411944.xml
2nd Quarter, 2011
In Q2, THRIVENT FINANCIAL FOR LUTHERANS did no lobbying for itself. The report was filed on July 19, 2011.
Original Filing: 300395890.xml
1st Quarter, 2011
In Q1, THRIVENT FINANCIAL FOR LUTHERANS had in-house lobbyists. The report was filed on April 19, 2011.
Original Filing: 300370903.xml
Lobbying Issues
Federal Reserve Board - Proposal to require SLHC's to file reports on the forms used by bank holding companies; FDIC - Notice of Public Rulemaking on Dodd-Frank Act Title II - Orderly Liquidation Authority; Financial Services Oversight Council - Notice of Public Rulemaking on Nonbank Financial Companies; Financial Services Oversight Council - Notice of Public Rulemaking on Volcker Rule Study
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
HR 4173, "Dodd-Frank Wall Street Reform and Consumer Protection Act". Title IX, Sec. 913, specifically issue regarding harmonization of the standard of care owed to securities investors, between investment advisors and broker/dealers, and Title IX, Section 919c regarding the use of financial planning resignations.
Agencies Lobbied
Securities & Exchange Commission (SEC)
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Maintenance of tax status as a fraternal benefit society under IRS Code Sec. 501(c)(8) - Advocating preservation of code section as it exists.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Department of Labor proposed regulation defining "fiduciary" under the Employee Retirement Income Security Act of 1974, 75 Fed. Reg. 65263, Oct. 20, 2010.
Type of Issue
Labor Issues/Antitrust/Workplace
4th Quarter, 2010
THRIVENT FINANCIAL FOR LUTHERANS amended a lobbying report for in-house lobbying in Q42010 on Feb. 1, 2011
Original Filing: 300356773.xml
Lobbying Issues
Federal Reserve Board - Notice of Public Rulemaking on Conformance of the Volcker Rule (as required by the Dodd-Frank Act) FDIC - Notice of Public Rulemaking on Dodd-Frank Act Title II - Orderly Liquidation Authority; Financial Services Oversight Council - Notice of Public Rulemaking on Nonbank Financial Companies; Financial Services Oversight Council - Notice of Public Rulemaking on Volcker Rule Study
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
HR 4173, "Dodd-Frank Wall Street Reform and Consumer Protection Act". Title IX, Sec. 913, specifically issue regarding harmonization of the standard of care owed to securities investors, between investment advisors and broker/dealers, and Title IX, Section 919c regarding the use of financial planning resignations.
Agencies Lobbied
Securities & Exchange Commission (SEC)
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Maintenance of tax status as a fraternal benefit society under IRS Code Sec. 501(c)(8) - Advocating preservation of code section as it exists.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
4th Quarter, 2010
In Q4, THRIVENT FINANCIAL FOR LUTHERANS had in-house lobbyists. The report was filed on Jan. 20, 2011.
Original Filing: 300351885.xml
Lobbying Issues
Federal Reserve Board - Notice of Public Rulemaking on Conformance of the Volcker Rule (as required by the Dodd-Frank Act) FDIC - Notice of Public Rulemaking on Dodd-Frank Act Title II - Orderly Liquidation Authority Financial Services Oversight Council - Notice of Public Rulemaking on Nonbank Financial Companies Financial Services Oversight Council - Notice of Public Rulemaking on Volcker Rule Study
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
HR 4173, "Dodd-Frank Wall Street Reform and Consumer Protection Act". Title IX, Sec. 913, specifically issue regarding harmonization of the standard of care owed to securities investors, between investment advisors and broker/dealers, and Title IX, Section 919c regarding the use of financial planning resignations.
Agencies Lobbied
Securities & Exchange Commission (SEC)
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Maintenance of tax status as a fraternal benefit society under IRS Code Sec. 501(c)(8) - Advocating preservation of code section as it exists.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
3rd Quarter, 2010
THRIVENT FINANCIAL FOR LUTHERANS amended a lobbying report for in-house lobbying in Q32010 on Feb. 1, 2011
Original Filing: 300356776.xml
Lobbying Issues
HR 4173, "Dodd-Frank Wall Street Reform and Consumer Protection Act". Work on Title II, VI, and XII; issues involving the preservation of the thrift charter and actions of thrifts, and resolution authority including assessments on financial companies;
HHS Notice of Proposed Rulemaking to implement HITECH Act; Modifications to HIPAA Privacy Rules; HR 3950, Patient Protection and Affordable Care Act. Work with trade associations on provisions applicable to long-term care insurance.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
HR 4173, "Dodd-Frank Wall Street Reform and Consumer Protection Act". Title IX specifically issue regarding harmonization of the standard of care owed to securities investors, between investment advisors and broker/dealers.
Particiated in meetings with SEC and GAO to discuss GAO study on Financial Planners/Designations as required by the Dodd-Frank Act.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Maintenance of tax status as a fraternal benefit society under IRS Code Sec. 501(c)(8) - Advocating preservation of code section as it exists.
President Obama's planned "Financial Crisis Responsibility Fee" as proposed as part of the President's budget released in January , 2010 and as may be imposed on certain financial institutions.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
3rd Quarter, 2010
In Q3, THRIVENT FINANCIAL FOR LUTHERANS had in-house lobbyists. The report was filed on Oct. 20, 2010.
Original Filing: 300322495.xml
Lobbying Issues
HR 4173, "Dodd-Frank Wall Street Reform and Consumer Protection Act". Work on Title II, VI, and XII; issues involving the preservation of the thrift charter and actions of thrifts, and resolution authority including assessments on financial companies;
HHS Notice of Proposed Rulemaking to implement HITECH Act; Modifications to HIPAA Privacy Rules; HR 3950, Patient Protection and Affordable Care Act. Work with trade associations on provisions applicable to long-term care insurance.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
HR 4173, "Dodd-Frank Wall Street Reform and Consumer Protection Act". Title IX specifically issue regarding harmonization of the standard of care owed to securities investors, between investment advisors and broker/dealers.
Particiated in meetings with SEC and GAO to discuss GAO study on Financial Planners/Designations as required by the Dodd-Frank Act.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Maintenance of tax status as a fraternal benefit society under IRS Code Sec. 501(c)(8) - Advocating preservation of code section as it exists.
President Obama's planned "Financial Crisis Responsibility Fee" as proposed as part of the President's budget released in January , 2010 and as may be imposed on certain financial institutions.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
2nd Quarter, 2010
THRIVENT FINANCIAL FOR LUTHERANS amended a lobbying report for in-house lobbying in Q22010 on Feb. 1, 2011
Original Filing: 300356781.xml
Lobbying Issues
HR 4173, "Dodd-Frank Wall Street Reform and Consumer Protection Act"; Title I, Financial Stability; Title II, Orderly Liquidation Authority; Title III, Transfer of Powers to the Comptroller of the Currently, the Corporation, and the FRB; Title IV Regulation of Advisors to Hedge Funds & Others; Title V, Insurance; Title VI, Improvements to Regulation of Bank and Savings Association Holding Companies and Depository Institutions; Title VII Wall Street Transparency & Accountability; Title VIII Payment, Clearing & Settlement Supervision; Title IX Investor Protection & Improvements to the Regulation of Securities; Title X Bureau of Consumer Financial Protection; Title XI Federal Reserve System Provisions; Title XII Improving Access to Mainstream Financial Institutions; Title XIII Pay It Back Act; Title XIV Mortgage Reform & Anti-Predatory Lending Act; Title XV Miscellaneous Provisions; Title XVI Section 1256 Contracts.
S.F. 3127, "Restoring American Financial Stability Act of 2010"
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
H.R. 4173, "Dodd-Frank Wall Street Reform and Consumer Protection Act" ; specifically issues regarding harmonization of the standard of care owed to securities investors, between investment advisors and broker/dealers. S.F. 3127, "Restoring American Financial Stability Act of 2010." Specifically Title IX, Investor Protections and Improvements to the Regulation of Securities.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Tax status as a fraternal benefit society under Internal Revenue Code Section 501(c)(8).
President Obama's "bank tax" or fiscal responsibility fee proposed as part of the President's budget released in January 2010 and imposed on certain financial institutions.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
H.R. 4173, "Dodd-Frank Wall Street Reform and Consumer Protection Act". Work on Title II, Title VI, and Title XII - issues involving the preservation of the thrift charter and actions of thrifts, definition of insurance company, and resolution authority including assessments on financial companies.
S.F. 3127, "Restoring American Financial Stability Act of 2010 (Same titles as above.)
Agencies Lobbied
U.S. House of Representatives
2nd Quarter, 2010
In Q2, THRIVENT FINANCIAL FOR LUTHERANS had in-house lobbyists. The report was filed on July 19, 2010.
Original Filing: 300294194.xml
Lobbying Issues
HR 4173, "Dodd-Frank Wall Street Reform and Consumer Protection Act"; Title I, Financial Stability; Title II, Orderly Liquidation Authority; Title III, Transfer of Powers to the Comptroller of the Currently, the Corporation, and the FRB; Title IV Regulation of Advisors to Hedge Funds & Others; Title V, Insurance; Title VI, Improvements to Regulation of Bank and Savings Association Holding Companies and Depository Institutions; Title VII Wall Street Transparency & Accountability; Title VIII Payment, Clearing & Settlement Supervision; Title IX Investor Protection & Improvements to the Regulation of Securities; Title X Bureau of Consumer Financial Protection; Title XI Federal Reserve System Provisions; Title XII Improving Access to Mainstream Financial Institutions; Title XIII Pay It Back Act; Title XIV Mortgage Reform & Anti-Predatory Lending Act; Title XV Miscellaneous Provisions; Title XVI Section 1256 Contracts.
S.F. 3127, "Restoring American Financial Stability Act of 2010"
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
H.R. 4173, "Dodd-Frank Wall Street Reform and Consumer Protection Act" ; specifically issues regarding harmonization of the standard of care owed to securities investors, between investment advisors and broker/dealers. S.F. 3127, "Restoring American Financial Stability Act of 2010." Specifically Title IX, Investor Protections and Improvements to the Regulation of Securities.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Tax status as a fraternal benefit society under Internal Revenue Code Section 501(c)(8).
President Obama's "bank tax" or fiscal responsibility fee proposed as part of the President's budget released in January 2010 and imposed on certain financial institutions.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
H.R. 4173, "Dodd-Frank Wall Street Reform and Consumer Protection Act". Work on Title II, Title VI, and Title XII - issues involving the preservation of the thrift charter and actions of thrifts, definition of insurance company, and resolution authority including assessments on financial companies.
S.F. 3127, "Restoring American Financial Stability Act of 2010 (Same titles as above.)
Agencies Lobbied
U.S. House of Representatives
1st Quarter, 2010
THRIVENT FINANCIAL FOR LUTHERANS amended a lobbying report for in-house lobbying in Q12010 on Feb. 1, 2011
Original Filing: 300356787.xml
Lobbying Issues
H.R. 4173, "The Wall Street Reform and Consumer Protection Act". Work on Title II, Title VI, and Title XII - issues involving the preservation of the thrift charter and actions of thrifts, definition of insurance company, and resolution authority including assessments on financial companies.
S.F. 3127, "Restoring American Financial Stability Act of 2010"
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
H.R. 4173, "The Wall Street Reform and Consumer Protection Act" and U.S. Senate bill draft of the "Restoring American Financial Stability Act", Titles II, VI, and XII specifically issues regarding harmonization of the standard of care owed to securities investors, between investment advisors and broker/dealers.
S.F. 3127, "Restoring American Financial Stability Act of 2010." Specifically Title IX, Investor Protections and Improvements to the Regulation of Securities.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Maintenance of tax status as a fraternal benefit society under Internal Revenue Code Section 501(c)(8) - Advocating preservation of code section as it exists.
President Obama's "bank tax" or fiscal resonsibility fee proposed as part of the President's budget released in January 2010 and imposed on certain financial institutions.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
1st Quarter, 2010
In Q1, THRIVENT FINANCIAL FOR LUTHERANS had in-house lobbyists. The report was filed on April 20, 2010.
Original Filing: 300271784.xml
Lobbying Issues
H.R. 4173, "The Wall Street Reform and Consumer Protection Act". Work on Title II, Title VI, and Title XII - issues involving the preservation of the thrift charter and actions of thrifts, definition of insurance company, and resolution authority including assessments on financial companies.
S.F. 3127, "Restoring American Financial Stability Act of 2010"
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
H.R. 4173, "The Wall Street Reform and Consumer Protection Act" and U.S. Senate bill draft of the "Restoring American Financial Stability Act", Titles II, VI, and XII specifically issues regarding harmonization of the standard of care owed to securities investors, between investment advisors and broker/dealers.
S.F. 3127, "Restoring American Financial Stability Act of 2010." Specifically Title IX, Investor Protections and Improvements to the Regulation of Securities.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Maintenance of tax status as a fraternal benefit society under Internal Revenue Code Section 501(c)(8) - Advocating preservation of code section as it exists.
President Obama's "bank tax" or fiscal resonsibility fee proposed as part of the President's budget released in January 2010 and imposed on certain financial institutions.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
H.R. 4173, "The Wall Street Reform and Consumer Protection Act". Work on Title II, Title VI, and Title XII - issues involving the preservation of the thrift charter and actions of thrifts, definition of insurance company, and resolution authority including assessments on financial companies.
S.F. 3127, "Restoring American Financial Stability Act of 2010
Agencies Lobbied
U.S. House of Representatives
4th Quarter, 2009
In Q4, THRIVENT FINANCIAL FOR LUTHERANS had in-house lobbyists. The report was filed on Jan. 20, 2010.
Original Filing: 300246281.xml
Lobbying Issues
H.R. 4173, "The Wall Street Reform and Consumer Protection Act". Work on Title II, Title VI, and Title XII - issues involving the preservation of the thrift charter and actions of thrifts, definition of insurance company, and resolution authority including assessments on financial companies.
U.S. Senate bill draft of the "Restoring American Financial Stability Act", Titles II, VI, and XIIFederal Charter for Insurance - H.R. 1880-effect of federal regulation on insurance operations.
H.R. 2609 Insurance Information Act of 2009-effect of federal office on insurance operations.
H.R. 3126 Consumer Financial Protection Agency-effect of new overarching agency on operations as a fraternal benefit society and other financial service entities.
Financial Services Regulatory Reform Issues as proposed by the U.S. Treasury and generally-effect on ability to carry out financial service operations.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
H.R. 4173, "The Wall Street Reform and Consumer Protection Act" and U.S. Senate bill draft of the "Restoring American Financial Stability Act", Titles II, VI, and XII specifically issues regarding harmonization of the standard of care owed to securities investors, between investment advisors and broker/dealers.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Maintenance of tax status as a fraternal benefit society under Internal Revenue Code Section 501(c)(8) - Advocating preservation of code section as it exists.
Rev. Proc. 2008-42 "Life Insurance Contracts -- Automatic Waiver"
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
H.R. 4173, "The Wall Street Reform and Consumer Protection Act". Work on Title II, Title VI, and Title XII - issues involving the preservation of the thrift charter and actions of thrifts, definition of insurance company, and resolution authority including assessments on financial companies.
U.S. Senate bill draft of the "Restoring American Financial Stability Act", Titles II, VI, and XII
Agencies Lobbied
U.S. House of Representatives
4th Quarter, 2009
Thrivent Financial for Lutherans filed a lobbying registration on Oct. 19, 2009 for in-house lobbying efforts, effective Oct. 20, 2009.
Original Filing: 300218152.xml
Issue(s) they said they’d lobby about: Issues related to Internal Revenue Code Section 501(c)(8) regarding the exemption for fraternal benefit societies and issues related to nonprofit organizations generally. Issues related to financial services regulation including regulation of insurance, securities, banking, as well as financial services, literacy and counseling; issues related financial products including taxation. Issues related to conducting overall mission of serving members and communities as a fraternal benefit society, including general business issues. .
3rd Quarter, 2009
In Q3, THRIVENT FINANCIAL FOR LUTHERANS had in-house lobbyists. The report was filed on Oct. 20, 2009.
Original Filing: 300218195.xml
Lobbying Issues
Office of National/Federal Insurance Title V of Treasury Department paper on Financial Regulatory Reform (Treasury proposal)-effect of federal regulation on insurance operations.
Federal Charter for Insurance H.R. 1880-effect of federal regulation on insurance operations.
Insurance Information Act of 2009-H.R. 2609 - effect of federal office on insurance operations. H.R. 3126 Consumer Financial Protection Agency-effect of new overcharging agency on operations as a fraternal benefit society and other financial service entities.
Financial services regulatory reform issues as proposed by the U.S. Treasury and generally-effect on ability to carry out financial service operations.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Investors Protection Act Title IX, Section 913 of Treasury proposal issues regarding harmonization of the standard of care owed to securities investors, between investment advisors and broker/dealers.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Maintenance of tax status as a fraternal benefit society under Internal Revenue Code Section 501(c)(8) - Preservation of code section.
IRS Notice 2009-47: Provided information and feedback to the IRS at their request regarding this notice having to do with life insurance compliance testing of insureds after reaching age 100. IRS Revenue Procedure 2008: New Automatic Waiver procedure.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Reform of thrift regulation, bank holding company regulation and systemic risk Titles II, III, VI of Treasury proposal - issues involve the preservation of thrift charter and permissible activities of thrift.
Agencies Lobbied
U.S. House of Representatives
Source: Clerk of the U.S. House of Representatives and Secretary of the Senate
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