Financial services regulatory legislation; implementation of H.R.4173, Wall Street Reform and Consumer Protection Act of 2009, provisions dealing with the regulation of insurance products.
U.S. Department of Treasury, Federal Insurance Office report on How to Modernize and Improve the System of Insurance Regulation in the United States
International discussions on appropriate capital standards for insurers
Issues affecting the tax treatment of annuity and life insurance products.
Implementation of HR 4872, Healthcare and Education Affordability Reconciliation Act of 2010, provision dealing with expansion of Medicare hospital insurance tax and its application to unearned income.
Rep. Dave Camp's Tax Reform Act of 2014, provisions impacting tax treatment of insurance companies, annuity and life insurance products.
Financial services regulatory legislation; implementation of H.R.4173, Wall Street Reform and Consumer Protection Act of 2009, provisions dealing with the regulation of derivatives.
Rules on plan fiduciaries' responsibilities with respect to brokerage windows in 401(k)s.
Duration: July 1, 2012
to
December 31, 2014
General Issues: Insurance , Taxation/Internal Revenue Code , Banking , Retirement
Spending: about $650,000 (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 2012: U.S. Senate, House of Representatives, Commodity Futures Trading Commission (CFTC), Treasury - Dept of, House of Representatives, Senate, Treasury, Dept of
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.
4th Quarter, 2014
Roberti White, LLC terminated an engagement in which they represented Jackson National Life Insurance on Jan. 20, 2015.
Original Filing: 300704480.xml
Lobbying Issues
Financial services regulatory legislation; implementation of H.R.4173, Wall Street Reform and Consumer Protection Act of 2009, provisions dealing with the regulation of insurance products.
U.S. Department of Treasury, Federal Insurance Office report on How to Modernize and Improve the System of Insurance Regulation in the United States
International discussions on appropriate capital standards for insurers
Agencies Lobbied
U.S. Senate
Lobbying Issues
Issues affecting the tax treatment of annuity and life insurance products.
Implementation of HR 4872, Healthcare and Education Affordability Reconciliation Act of 2010, provision dealing with expansion of Medicare hospital insurance tax and its application to unearned income.
Rep. Dave Camp's Tax Reform Act of 2014, provisions impacting tax treatment of insurance companies, annuity and life insurance products.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Financial services regulatory legislation; implementation of H.R.4173, Wall Street Reform and Consumer Protection Act of 2009, provisions dealing with the regulation of derivatives.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Rules on plan fiduciaries' responsibilities with respect to brokerage windows in 401(k)s.
Agencies Lobbied
U.S. Senate
3rd Quarter, 2014
In Q3, Roberti White, LLC lobbied for Jackson National Life Insurance , earning $50,000. The report was filed on Oct. 19, 2014.
Original Filing: 300682541.xml
Lobbying Issues
Financial services regulatory legislation; implementation of H.R.4173, Wall Street Reform and Consumer Protection Act of 2009, provisions dealing with the regulation of insurance products.
U.S. Department of Treasury, Federal Insurance Office report on How to Modernize and Improve the System of Insurance Regulation in the United States
International discussions on appropriate capital standards for insurers
Agencies Lobbied
U.S. Senate
Lobbying Issues
Issues affecting the tax treatment of annuity and life insurance products.
Implementation of HR 4872, Healthcare and Education Affordability Reconciliation Act of 2010, provision dealing with expansion of Medicare hospital insurance tax and its application to unearned income.
Rep. Dave Camp's Tax Reform Act of 2014, provisions impacting tax treatment of insurance companies, annuity and life insurance products.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Financial services regulatory legislation; implementation of H.R.4173, Wall Street Reform and Consumer Protection Act of 2009, provisions dealing with the regulation of derivatives.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Rules on plan fiduciaries' responsibilities with respect to brokerage windows in 401(k)s.
Agencies Lobbied
U.S. Senate
2nd Quarter, 2014
In Q2, Roberti White, LLC lobbied for Jackson National Life Insurance , earning $50,000. The report was filed on July 21, 2014.
Original Filing: 300665983.xml
Lobbying Issues
Financial services regulatory legislation; implementation of H.R.4173, Wall Street Reform and Consumer Protection Act of 2009, provisions dealing with the regulation of insurance products.
U.S. Department of Treasury, Federal Insurance Office report on How to Modernize and Improve the System of Insurance Regulation in the United States
International discussions on appropriate capital standards for insurers
Agencies Lobbied
U.S. Senate
Lobbying Issues
Issues affecting the tax treatment of annuity and life insurance products.
Implementation of HR 4872, Healthcare and Education Affordability Reconciliation Act of 2010, provision dealing with expansion of Medicare hospital insurance tax and its application to unearned income.
Rep. Dave Camp's Tax Reform Act of 2014, provisions impacting tax treatment of insurance companies, annuity and life insurance products.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Financial services regulatory legislation; implementation of H.R.4173, Wall Street Reform and Consumer Protection Act of 2009, provisions dealing with the regulation of derivatives.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Rules on plan fiduciaries' responsibilities with respect to brokerage windows in 401(k)s.
Agencies Lobbied
U.S. Senate
1st Quarter, 2014
In Q1, Roberti White, LLC lobbied for Jackson National Life Insurance , earning $50,000. The report was filed on April 21, 2014.
Original Filing: 300648572.xml
Lobbying Issues
Financial services regulatory legislation; implementation of H.R.4173, Wall Street Reform and Consumer Protection Act of 2009, provisions dealing with the regulation of insurance products.
U.S. Department of Treasury, Federal Insurance Office report on How to Modernize and Improve the System of Insurance Regulation in the United States
International discussions on appropriate capital standards for insurers
Agencies Lobbied
U.S. Senate
Lobbying Issues
Issues affecting the tax treatment of annuity and life insurance products.
Implementation of HR 4872, Healthcare and Education Affordability Reconciliation Act of 2010, provision dealing with expansion of Medicare hospital insurance tax and its application to unearned income.
Rep. Dave Camp's Tax Reform Act of 2014, provisions impacting tax treatment of insurance companies, annuity and life insurance products.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Financial services regulatory legislation; implementation of H.R.4173, Wall Street Reform and Consumer Protection Act of 2009, provisions dealing with the regulation of derivatives.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Rules on plan fiduciaries' responsibilities with respect to brokerage windows in 401(k)s.
Agencies Lobbied
U.S. Senate
4th Quarter, 2013
In Q4, Roberti White, LLC lobbied for Jackson National Life Insurance , earning $50,000. The report was filed on Jan. 21, 2014.
Original Filing: 300626804.xml
Lobbying Issues
Issues affecting the tax treatment of annuity and life insurance products.
Implementation of HR 4872, Healthcare and Education Affordability Reconciliation Act of 2010, provision dealing with expansion of Medicare hospital insurance tax and its application to unearned income.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Financial services regulatory legislation; implementation of H.R.4173, Wall Street Reform and Consumer Protection Act of 2009, provisions dealing with the regulation of derivatives.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Rules on plan fiduciaries' responsibilities with respect to brokerage windows in 401(k)s.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Financial services regulatory legislation; implementation of H.R.4173, Wall Street Reform and Consumer Protection Act of 2009, provisions dealing with the regulation of insurance products.
Agencies Lobbied
U.S. Senate
3rd Quarter, 2013
In Q3, Roberti White, LLC lobbied for Jackson National Life Insurance , earning $50,000. The report was filed on Oct. 21, 2013.
Original Filing: 300604499.xml
Lobbying Issues
Financial services regulatory legislation; implementation of H.R.4173, Wall Street Reform and Consumer Protection Act of 2009, provisions dealing with the regulation of insurance products.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Issues affecting the tax treatment of annuity and life insurance products.
Implementation of HR 4872, Healthcare and Education Affordability Reconciliation Act of 2010, provision dealing with expansion of Medicare hospital insurance tax and its application to unearned income.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Financial services regulatory legislation; implementation of H.R.4173, Wall Street Reform and Consumer Protection Act of 2009, provisions dealing with the regulation of derivatives.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Rules on plan fiduciaries' responsibilities with respect to brokerage windows in 401(k)s.
Agencies Lobbied
U.S. Senate
2nd Quarter, 2013
In Q2, Roberti White, LLC lobbied for Jackson National Life Insurance , earning $50,000. The report was filed on July 22, 2013.
Original Filing: 300586507.xml
Lobbying Issues
Financial services regulatory legislation; implementation of H.R.4173, Wall Street Reform and Consumer Protection Act of 2009, provisions dealing with the regulation of insurance products.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Issues affecting the tax treatment of annuity and life insurance products.
Implementation of HR 4872, Healthcare and Education Affordability Reconciliation Act of 2010, provision dealing with expansion of Medicare hospital insurance tax and its application to unearned income.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Financial services regulatory legislation; implementation of H.R.4173, Wall Street Reform and Consumer Protection Act of 2009, provisions dealing with the regulation of derivatives.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Rules on plan fiduciaries' responsibilities with respect to brokerage windows in 401(k)s.
Agencies Lobbied
U.S. Senate
1st Quarter, 2013
In Q1, Roberti White LLC lobbied for Jackson National Life Insurance , earning $50,000. The report was filed on April 22, 2013.
Original Filing: 300560033.xml
Lobbying Issues
Financial services regulatory legislation; implementation of H.R.4173, Wall Street Reform and Consumer Protection Act of 2009, provisions dealing with the regulation of insurance products.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Issues affecting the tax treatment of annuity and life insurance products.
Implementation of HR 4872, Healthcare and Education Affordability Reconciliation Act of 2010, provision dealing with expansion of Medicare hospital insurance tax and its application to unearned income.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Financial services regulatory legislation; implementation of H.R.4173, Wall Street Reform and Consumer Protection Act of 2009, provisions dealing with the regulation of derivatives.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Rules on plan fiduciaries' responsibilities with respect to brokerage windows in 401(k)s.
Agencies Lobbied
U.S. Senate
4th Quarter, 2012
In Q4, Roberti White LLC lobbied for Jackson National Life Insurance , earning $50,000. The report was filed on Jan. 22, 2013.
Original Filing: 300542006.xml
Lobbying Issues
Financial services regulatory legislation; implementation of H.R.4173, Wall Street Reform and Consumer Protection Act of 2009, provisions dealing with the regulation of insurance products.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Issues affecting the tax treatment of annuity and life insurance products
Implementation of HR 4872, Healthcare and Education Affordability Reconciliation Act of 2010, provision dealing with expansion of Medicare hospital insurance tax and its application to unearned income.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Financial services regulatory legislation; implementation of H.R.4173, Wall Street Reform and Consumer Protection Act of 2009, provisions dealing with the regulation of derivatives.
Agencies Lobbied
U.S. Senate
3rd Quarter, 2012
In Q3, Roberti White LLC lobbied for Jackson National Life Insurance , earning $50,000. The report was filed on an unknown date.
Original Filing: 300520931.xml
Lobbying Issues
Financial services regulatory legislation; implementation of H.R.4173, Wall Street Reform and Consumer Protection Act of 2009, provisions dealing with the regulation of derivatives.
Agencies Lobbied
House of Representatives
Lobbying Issues
Financial services regulatory legislation; implementation of H.R.4173, Wall Street Reform and Consumer Protection Act of 2009, provisions dealing with the regulation of insurance products.
Agencies Lobbied
House of Representatives
Lobbying Issues
Issues affecting the tax treatment of annuity and life insurance products
S, 267, Lifetime Income Disclosure Act
Implementation of HR 4872, Healthcare and Education Affordability Reconciliation Act of 2010, provision dealing with expansion of Medicare hospital insurance tax and its application to unearned income.
Agencies Lobbied
House of Representatives
Type of Issue
Taxation/Internal Revenue Code
2nd Quarter, 2012
In Q2, Roberti White LLC lobbied for Jackson National Life Insurance , earning $30,000. The report was filed on July 20, 2012.
Original Filing: 300499470.xml
Lobbying Issues
Implementation of H.R. 1880, National Insurance Consumer Protection Act of 2009, provisions dealing with establishment of a federal insurance charter.
Financial services regulatory legislation regarding provisions affecting the regulation of insurance products and companies.
Implementation of H.R. 4173, Wall Street Reform and Consumer Protection Act of 2009, provisions dealing with the regulation of insurance and the regulation of derivatives.Implementation of Senator Dodd's "Restoring American Financial Services Act of 2010", provisions dealing with the regulation of insurance and the regulation of derivatives.
Agencies Lobbied
House of Representatives
Lobbying Issues
Issues affecting the tax treatment of annuity and life insurance products
S, 267, Lifetime Income Disclosure Act
Implementation of HR 4872, Healthcare and Education Affordability Reconciliation Act of 2010, provision dealing with expansion of Medicare hospital insurance tax and its application to unearned income.
Agencies Lobbied
House of Representatives
Type of Issue
Taxation/Internal Revenue Code
1st Quarter, 2012
In Q1, Roberti White LLC lobbied for Jackson National Life Insurance , earning $30,000. The report was filed on April 19, 2012.
Original Filing: 300467675.xml
Lobbying Issues
Implementation of H.R. 1880, National Insurance Consumer Protection Act of 2009, provisions dealing with establishment of a federal insurance charter.
Financial services regulatory legislation regarding provisions affecting the regulation of insurance products and companies.
Implementation of H.R. 4173, Wall Street Reform and Consumer Protection Act of 2009, provisions dealing with the regulation of insurance and the regulation of derivatives.Implementation of Senator Dodd's "Restoring American Financial Services Act of 2010", provisions dealing with the regulation of insurance and the regulation of derivatives.
Agencies Lobbied
House of Representatives
Lobbying Issues
Issues affecting the tax treatment of annuity and life insurance products
S, 267, Lifetime Income Disclosure Act
Implementation of HR 4872, Healthcare and Education Affordability Reconciliation Act of 2010, provision dealing with expansion of Medicare hospital insurance tax and its application to unearned income.
Agencies Lobbied
House of Representatives
Type of Issue
Taxation/Internal Revenue Code
4th Quarter, 2011
In Q4, Roberti White lobbied for Jackson National Life Insurance , earning $50,000. The report was filed on Jan. 20, 2012.
Original Filing: 300452898.xml
Lobbying Issues
Implementation of H.R. 1880, National Insurance Consumer Protection Act of 2009, provisions dealing with establishment of a federal insurance charter.
Financial services regulatory legislation regarding provisions affecting the regulation of insurance products and companies.
Implementation of H.R. 4173, Wall Street Reform and Consumer Protection Act of 2009, provisions dealing with the regulation of insurance and the regulation of derivatives.Implementation of Senator Dodd's "Restoring American Financial Services Act of 2010", provisions dealing with the regulation of insurance and the regulation of derivatives.
Agencies Lobbied
House of Representatives
Lobbying Issues
Issues affecting the tax treatment of annuity and life insurance products
S, 267, Lifetime Income Disclosure Act
Implementation of HR 4872, Healthcare and Education Affordability Reconciliation Act of 2010, provision dealing with expansion of Medicare hospital insurance tax and its application to unearned income.
Agencies Lobbied
House of Representatives
Type of Issue
Taxation/Internal Revenue Code
3rd Quarter, 2011
Roberti White amended a lobbying report for representation of Jackson National Life Insurance in Q32011 on Oct. 17, 2011.
Original Filing: 300415432.xml
Lobbying Issues
Implementation of H.R. 1880, National Insurance Consumer Protection Act of 2009, provisions dealing with establishment of a federal insurance charter.
Financial services regulatory reform legislation regarding provisions affecting the regulation of insurance products and companies.
Implementation of HR 4173, Wall Street Reform and Consumer Protection Act of 2009, provisions dealing with the regulations of insurance and the regulation of derivatives.
Implementation of Senator Dodd's "Restoring American Financial Stability Act of 2010", provisions dealing with the regulation of insurance and the regulation of derivatives.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Issues affecting the tax treatment of annuity and life insurance products. S. 267, Lifetime Income Disclosure Act. Implementation of HR 4872, "Healthcare and Education Affordability Reconciliation Act of 2010", provision dealing with expansion of Medicare hospital insurance tax and its application to unearned income.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
3rd Quarter, 2011
In Q3, Roberti White lobbied for Jackson National Life Insurance , earning $20,000. The report was filed on Oct. 4, 2011.
Original Filing: 300410619.xml
Lobbying Issues
Implementation of H.R. 1880, National Insurance Consumer Protection Act of 2009, provisions dealing with establishment of a federal insurance charter.
Financial services regulatory reform legislation regarding provisions affecting the regulation of insurance products and companies.
Implementation of HR 4173, Wall Street Reform and Consumer Protection Act of 2009, provisions dealing with the regulations of insurance and the regulation of derivatives.
Implementation of Senator Dodd's "Restoring American Financial Stability Act of 2010", provisions dealing with the regulation of insurance and the regulation of derivatives.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Issues affecting the tax treatment of annuity and life insurance products. S. 267, Lifetime Income Disclosure Act. Implementation of HR 4872, "Healthcare and Education Affordability Reconciliation Act of 2010", provision dealing with expansion of Medicare hospital insurance tax and its application to unearned income.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
2nd Quarter, 2011
In Q2, Roberti White lobbied for Jackson National Life Insurance , earning $20,000. The report was filed on July 20, 2011.
Original Filing: 300406033.xml
Lobbying Issues
Implementation of HR 1880, National Insurance Consumer Protection Act of 2009, provisions dealing with establishment of a federal insurance charter
Financial services regulatory reform legislation regarding provisions affecting the regulation of insurance products and companies.Implementation of HR 4173, Wall Street Reform and Consumer Protection Act of 2009, provisions dealing with the regulations of insurance and the regulation of derivatives.
Implementation of Senator Dodd's "Restoring American Financial Stability Act of 2010", provisions dealing with the regulation of insurance and the regulation of derviatives.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Issures affecting the tax treatment of annuity and life insurance products.
S. 267, Lifetime Income Disclosure ActImplementation of H.R. 4872, "Healthcare and Education Affordability Reconciliation Act of 2010", provision dealing with expansion of Medicare hospital insurance tax and its application to unearned income.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
2nd Quarter, 2011
Roberti White filed a lobbying registration on June 22, 2011 to represent Jackson National Life Insurance, effective May 16, 2011.
Original Filing: 300385368.xml
Issue(s) they said they’d lobby about: Financial services regulatory reform legislation regarding provisions affecting the regulation of insurance products and companies.
Issues affecting the tax treatment of annuity and life insurance products. .
Source: Clerk of the U.S. House of Representatives and Secretary of the Senate
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