Lobbying Relationship

Client

Pacific Life Insurance Company

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Lobbying firm

Capitol Counsel, LLC

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  • Tax and finance issues affecting the insurance industry. The provision proposed in SECURE 2.0 would provide federal securities law exemptions for certain investments by retirement plans under Section 403(b) of the Internal Revenue Code (the Code) to achieve parity with the exemptions provided for investments by other types of retirement plans. Advocacy for the continued funding of the Federal Insurance Office at the Department of Treasury.
  • Tax and finance issues affecting the insurance industry.

Duration: to

General Issues: Financial Institutions/Investments/Securities, Taxation/Internal Revenue Code

Spending: about $1,510,000 (But it's complicated. Here's why.)

Agencies lobbied since 2016: U.S. Senate, House of Representatives, Securities & Exchange Commission (SEC)

Bills mentioned

S.2526: Retirement Enhancement and Savings Act of 2018

Sponsor: Orrin G. Hatch (R-Utah)

H.R.6757: Family Savings Act of 2018

Sponsor: Mike Kelly (R-Pa.)

H.R.1007: Retirement Enhancement and Savings Act of 2019

Sponsor: Ron Kind (D-Wis.)

H.R.1994: Setting Every Community Up for Retirement Enhancement Act of 2019

Sponsor: Richard E. Neal (D-Mass.)

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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.

Lobbyist Covered positions?
Jim McCrery Former Member of Congress, Louisiana 4th district; Ranking member, House Ways and Means Committee; Committee Member, Joint Committee on Taxation.
Dave Olander Legislative Assistant, Rep. Wally Herger; Tax & Policy Counsel, Rep. Thomas Reynolds; Tax Counsel & Chief Tax Counsel, House Committee on Ways and Means.
Warren Tryon Deputy Staff Director, House Financial Services Committee; Deputy Chief of Staff & LD, Rep. Spencer Bachus. Deputy Staff Director, House Financial Services Committee; Deputy Chief of Staff & LD, Rep. Spencer Bachus; Senior Policy Advisor, Rep. Spencer Bachus; Senior Legislative Assistant, Rep. Spencer Bachus; Senior Policy Aide, Rep. Rick Hill.
Jeffery Walter Special Projects Director for Senator Alfonso D'amato; ​Special Projects Director for Senator Connie Mack; ​Deputy Staff Director of the Joint Economic Committee. Special Projects Director for Senator Alfonso D'Amato; Special Projects Director for Senator Connie Mack; ​Deputy Staff Director of the Joint Economic Committee.
Drew Goesl Chief of Staff, Rep. Mike Ross; Communications Director, Sen. Blanche Lincoln. Chief of Staff, Rep. Mike Ross; Communications Director, Sen. Blanche Lincoln; Press Secretary, Sen. Blanche Lincoln; Press Assistant, Sen. Blanche Lincoln.
Jennifer ​Fogel-Bublick Counsel, Senate Banking Committee; ​Presidential Management Fellow, HUD.
Ann Jablon Chief of Staff, Rep. Richard Neal. Chief of Staff, Rep. Richard E. Neal; Legislative Director, Rep. Richard E. Neal; Administrative Assistant, Rep. Richard E. Neal; Executive/ Legislative Assistant, Rep. Richard E. Neal.
Charles Boustany, Jr. Former Member of Congress, Louisiana 7th and 3rd districts; House Ways and Means Committee.
Caitlin Shannon Deputy Chief of Staff, Rep. Devin Nunes.
Caitlin Canter Deputy Chief of Staff, Rep. Devin Nunes; Legislative Assistant, Rep. Devin Nunes; Legislative Aide, Rep. Devin Nunes; Staff Assistant, Rep. Devin Nunes; Intern, Rep. Devin Nunes.
Mac Campbell Deputy Staff Director, Senate Finance Cmte.; General Counsel, Senate Finance Cmte.; Leg. Director, Sen. Maria Cantwell; Tax Counsel/ Legislative Assistant, Sen. Blanche Lincoln; Asst. U.S. Trade Rep. for Congressional Affairs, President Obama.
MONIQUE FRAZIER Legislative Director, Rep. Mike Ross (D-AR).
Ethan Pittleman Legislative Aide, Rep. Kurt Schrader.
David Bridges Tax Counsel, Sen. John Barrasso; Tax Counsel, Rep. Tom Reed.
John D. Raffaelli n/a
De'Ana Dow n/a
David Olander n/a
Jill Hoffman n/a
Shannon Finley n/a
Lyndon Boozer n/a

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.

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Registration

Source: Clerk of the U.S. House of Representatives and Secretary of the Senate

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