Lobbying Relationship

Client

National Association for Fixed Annuities

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Lobbying firm

CAPCITY ADVOCATES, LLC

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  • All legislation and regulation impacting fixed annuities. DOL - EBSA - Proposed Rule - Retirement Security Rule: Definition of an Investment Advice Fiduciary - 29 CFR Part 2510 (RIN 1210-AC02). DOL - EBSA - Proposed Rule - Proposed Amendment to Prohibited Transaction Exemption 84-24 - 29 CFR Part 2550 (ZRIN 1210-ZA33). DOL - EBSA - Proposed Rule - Proposed Amendment to Prohibited Transaction Exemption 2020-02 - 29 CFR Part 2550 (ZRIN 1210-ZA32). H.R. 3942, the Lifetime Income For Employees Act. S. 1770, the Retirement Security and Savings Act. Support for expanding qualified longevity annuity contracts.
  • All issues related to the tax treatment of life insurance, annuities and retirement accounts. S. 1770, the Retirement Security and Savings Act. H.R. 3942, Lifetime Income For Employees Act. H.R. 7293, Automatic IRA Act of 2024. Support for expanding qualified longevity annuity contracts.
  • All legislation and regulation impacting fixed annuities. DOL - EBSA - Proposed Rule - Retirement Security Rule: Definition of an Investment Advice Fiduciary - 29 CFR Part 2510 (RIN 1210-AC02). DOL - EBSA - Proposed Rule - Proposed Amendment to Prohibited Transaction Exemption 84-24 - 29 CFR Part 2550 (ZRIN 1210-ZA33). DOL - EBSA - Proposed Rule - Proposed Amendment to Prohibited Transaction Exemption 2020-02 - 29 CFR Part 2550 (ZRIN 1210-ZA32). S. 1770, the Retirement Security and Savings Act. H.R. 3942, Lifetime Income For Employees Act. H.R. 7293, Automatic IRA Act of 2024. Support for expanding qualified longevity annuity contracts. S.RES.275, A resolution designating June as "National Annuity Awareness Month". H.Res.528, Expressing support for the designation of June as "National Annuity Awareness Month".

Duration: to

General Issues: Insurance, Taxation/Internal Revenue Code, Retirement, Financial Institutions/Investments/Securities, Labor Issues/Antitrust/Workplace

Spending: about $1,650,000 (But it's complicated. Here's why.)

Agencies lobbied since 2011: U.S. Senate, House of Representatives, Labor - Dept of (DOL), Treasury - Dept of, Internal Revenue Service (IRS)

Bills mentioned

H.R.10: Financial CHOICE Act of 2017

Sponsor: Jeb Hensarling (R-Texas)

H.R.2823: Affordable Retirement Advice for Savers Act

Sponsor: Phil Roe (R-Tenn.)

S.1321: Affordable Retirement Advice Protection Act

Sponsor: Johnny Isakson (R-Ga.)

S.1270: SAFE Retirement Act of 2013

Sponsor: Orrin G. Hatch (R-Utah)

H.R.1: An Act to provide for reconciliation pursuant to titles II and V of the...

Sponsor: Kevin Brady (R-Texas)

H.R.5282: Retirement Enhancement and Savings Act of 2018

Sponsor: Mike Kelly (R-Pa.)

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

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

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

Sponsor: Ron Kind (D-Wis.)

S.972: Retirement Enhancement and Savings Act of 2019

Sponsor: Charles E. Grassley (R-Iowa)

S.1431: Retirement Security and Savings Act of 2019

Sponsor: Rob Portman (R-Ohio)

H.R.1865: Further Consolidated Appropriations Act, 2020

Sponsor: Bill Pascrell Jr. (D-N.J.)

H.R.2474: Protecting the Right to Organize Act of 2019

Sponsor: Robert C. Scott (D-Va.)

S.3533: Securing and Enabling Commerce Using Remote and Electronic Notarization...

Sponsor: Kevin Cramer (R-N.D.)

H.R.6364: Securing and Enabling Commerce Using Remote and Electronic Notarization...

Sponsor: Guy Reschenthaler (R-Pa.)

H.R.8696: Securing a Strong Retirement Act of 2020

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

H.R.842: Protecting the Right to Organize Act of 2021

Sponsor: Robert C. Scott (D-Va.)

S.420: Protecting the Right to Organize Act of 2021

Sponsor: Patty Murray (D-Wash.)

S.1770: Retirement Security and Savings Act of 2021

Sponsor: Benjamin L. Cardin (D-Md.)

H.R.2954: Securing a Strong Retirement Act of 2021

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

S.1625: Securing and Enabling Commerce Using Remote and Electronic Notarization...

Sponsor: Kevin Cramer (R-N.D.)

H.R.3962: Securing and Enabling Commerce Using Remote and Electronic Notarization...

Sponsor: Madeleine Dean (D-Pa.)

H.R.6746: Lifetime Income For Employees Act

Sponsor: Donald W. Norcross (D-N.J.)

S.4353: RISE & SHINE Act

Sponsor: Patty Murray (D-Wash.)

S.4808: EARN Act

Sponsor: Ron Wyden (D-Ore.)

H.R.2617: Consolidated Appropriations Act, 2023

Sponsor: Gerald E. Connolly (D-Va.)

H.R.1059: SECURE Notarization Act of 2023

Sponsor: Kelly Armstrong (R-N.D.)

S.1770: Uyghur Genocide Accountability and Sanctions Act of 2023

Sponsor: Marco Rubio (R-Fla.)

H.R.3942: Lifetime Income For Employees Act

Sponsor: Donald W. Norcross (D-N.J.)

S.RES.275: A resolution designating June as "National Annuity Awareness Month".

Sponsor: Jerry Moran (R-Kan.)

H.RES.528: Expressing support for the designation of June as "National Annuity...

Sponsor: Zach Nunn (R-Iowa)

H.R.7293: Automatic IRA Act of 2024

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?
Cliff Andrews n/a
Wright Andrews 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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