DOL- Fiduciary Rule; Issues related to SEC mutual fund disclosures; Various proposals regarding deficit reduction with respect to taxation of life insurance products and annuities; General explanations of the Administration's Revenue Proposals, Department of Treasury, "Green Book"; legislation addressing privacy and data breach issues; Issues related to ESG, cybersecurity and artificial intelligence
Duration: January 1, 2008
to
present
General Issues: Insurance , Retirement , Financial Institutions/Investments/Securities , Taxation/Internal Revenue Code , Bankruptcy
Spending: about $2,940,000 (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 2008: U.S. Senate, House of Representatives, Treasury - Dept of, White House Office, Executive Office of the President (EOP), U.S. Senate,, Office of Management & Budget (OMB)
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?
Loren Monroe See prior filing
See prior filing.
Charles Jefferson See prior filing
See prior filing.
COS Rep. Mike Thompson; Admin Asst. Rep.
Jonathan Mantz See prior filing
See prior filing.
Randall Ross See prior filing
See prior filing.
Leg. Correspondent, Sen. Grassley
Charless Jefferson See prior filing.
Charles Jefferson (cont'd) Mike Thompson; Spec. Asst. Rep. Gephardt;
Asst to COS Rep. Gephardt; Staff Asst, WH
Office of Leg. Affairs; Staff Asst. Rep. Gephardt
Brant Imperatore S. Coun, H. Bank. Com.; Coun., H. Com., Fin Serv.
See prior filing.
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, BGR Government Affairs lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $40,000. The report was filed on April 22.
Original Filing: 301570679.xml
Lobbying Issues
DOL- Fiduciary Rule; Issues related to SEC mutual fund disclosures; Various proposals regarding deficit reduction with respect to taxation of life insurance products and annuities; General explanations of the Administration's Revenue Proposals, Department of Treasury, "Green Book"; legislation addressing privacy and data breach issues; Issues related to ESG, cybersecurity and artificial intelligence
Agencies Lobbied
U.S. Senate
Type of Issue
Insurance/Investments/Securities/Internal Revenue Code
4th Quarter, 2023
In Q4, BGR Government Affairs lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $90,000. The report was filed on Jan. 22.
Original Filing: 301535828.xml
Lobbying Issues
DOL- Fiduciary Rule; Issues related to SEC mutual fund disclosures; Various proposals regarding deficit reduction with respect to taxation of life insurance products and annuities ; General explanations of the Administration's Revenue Proposals, Department of Treasury, "Green Book"; legislation addressing privacy and data breach issues; Issues related to ESG; cybersecurity
Agencies Lobbied
U.S. Senate
Type of Issue
Insurance/Investments/Securities/Internal Revenue Code
3rd Quarter, 2023
In Q3, BGR Government Affairs lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $40,000. The report was filed on Oct. 20, 2023.
Original Filing: 301510468.xml
Lobbying Issues
DOL- Fiduciary Rule; Issues related to SEC mutual fund disclosures; Various proposals regarding deficit reduction with respect to taxation of life insurance products and annuities ; General explanations of the Administration's Revenue Proposals, Department of Treasury, "Green Book"; legislation addressing privacy and data breach issues; Issues related to ESG; cybersecurity
Agencies Lobbied
U.S. Senate
Type of Issue
Insurance/Investments/Securities/Internal Revenue Code
2nd Quarter, 2023
In Q2, BGR Government Affairs lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $40,000. The report was filed on July 20, 2023.
Original Filing: 301485779.xml
Lobbying Issues
DOL- Fiduciary Rule; Issues related to SEC mutual fund disclosures; Various proposals regarding deficit reduction with respect to taxation of life insurance products and annuities ; General explanations of the Administration's Revenue Proposals, Department of Treasury, "Green Book"; legislation addressing privacy and data breach issues; Issues related to ESG; cybersecurity
Agencies Lobbied
U.S. Senate
Type of Issue
Insurance/Investments/Securities/Internal Revenue Code
1st Quarter, 2023
In Q1, BGR Government Affairs lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $40,000. The report was filed on April 20, 2023.
Original Filing: 301459998.xml
Lobbying Issues
DOL- Fiduciary Rule; Issues related to SEC mutual fund disclosures; Various proposals regarding deficit reduction with respect to taxation of life insurance products and annuities ; General explanations of the Administration's Revenue Proposals, Department of Treasury, "Green Book"; legislation addressing privacy and data breach issues; Issues related to ESG; cybersecurity
Agencies Lobbied
U.S. Senate
Type of Issue
Insurance/Investments/Securities/Internal Revenue Code
4th Quarter, 2022
In Q4, BGR Government Affairs lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $90,000. The report was filed on Jan. 20, 2023.
Original Filing: 301437010.xml
Lobbying Issues
DOL- Fiduciary Rule; Issues related to SEC mutual fund disclosures; Various proposals regarding deficit reduction with respect to taxation of life insurance products and annuities; General explanations of the Administration's Revenue Proposals, Department of Treasury, "Green Book"; legislation addressing privacy and data breach issues; Issues related to diversity in the financial services industry; budget reconciliation package; Build Back Better Act; bipartisan infrastructure package
Agencies Lobbied
U.S. Senate
Type of Issue
Insurance/Investments/Securities/Internal Revenue Code
3rd Quarter, 2022
In Q3, BGR Government Affairs lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $40,000. The report was filed on Oct. 20, 2022.
Original Filing: 301412774.xml
Lobbying Issues
DOL- Fiduciary Rule; Issues related to SEC mutual fund disclosures; Various proposals regarding deficit reduction with respect to taxation of life insurance products and annuities; General explanations of the Administration's Revenue Proposals, Department of Treasury, "Green Book"; legislation addressing privacy and data breach issues; Issues related to diversity in the financial services industry; budget reconciliation package; Build Back Better Act; bipartisan infrastructure package
Agencies Lobbied
U.S. Senate
Type of Issue
Insurance/Investments/Securities/Internal Revenue Code
2nd Quarter, 2022
In Q2, BGR Government Affairs lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $40,000. The report was filed on July 20, 2022.
Original Filing: 301388751.xml
Lobbying Issues
DOL- Fiduciary Rule; Implementation of the Cybersecurity Information Sharing Act of 2015; Issues related to SEC mutual fund disclosures; Various proposals regarding deficit reduction with respect to taxation of life insurance products and annuities ; General explanations of the Administration's Revenue Proposals, Department of Treasury, "Green Book"; legislation addressing privacy and data breach issues; Issues related to diversity in the financial services industry; budget reconciliation package; Build Back Better Act; bipartisan infrastructure package
Agencies Lobbied
U.S. Senate
Type of Issue
Insurance/Investments/Securities/Internal Revenue Code
1st Quarter, 2022
In Q1, BGR Government Affairs lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $40,000. The report was filed on April 20, 2022.
Original Filing: 301365253.xml
Lobbying Issues
DOL- Fiduciary Rule; Implementation of the Cybersecurity Information Sharing Act of 2015; Issues related to SEC mutual fund disclosures; Various proposals regarding deficit reduction with respect to taxation of life insurance products and annuities ; General explanations of the Administration's Revenue Proposals, Department of Treasury, "Green Book"; legislation addressing privacy and data breach issues; Issues related to diversity in the financial services industry; budget reconciliation package; Build Back Better Act; bipartisan infrastructure package
Agencies Lobbied
U.S. Senate
Type of Issue
Insurance/Investments/Securities/Internal Revenue Code
4th Quarter, 2021
In Q4, BGR Government Affairs lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $40,000. The report was filed on Jan. 20, 2022.
Original Filing: 301332000.xml
Lobbying Issues
DOL- Fiduciary Rule; Implementation of the Cybersecurity Information Sharing Act of 2015; Issues related to SEC mutual fund disclosures; SEC Final Rule, Registration of Municipal Advisors; Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups; Various proposals regarding deficit reduction with respect to taxation of life insurance products and annuities ; General explanations of the Administration's Revenue Proposals, Department of Treasury, "Green Book"; legislation addressing privacy and data breach issues; Issues related to diversity in the financial services industry; budget reconciliation package; Build Back Better Act
Agencies Lobbied
U.S. Senate
Lobbying Issues
DOL- Fiduciary Rule; Implementation of the Cybersecurity Information Sharing Act of 2015; Issues related to SEC mutual fund disclosures; SEC Final Rule, Registration of Municipal Advisors; Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups; Various proposals regarding deficit reduction with respect to taxation of life insurance products and annuities ; General explanations of the Administration's Revenue Proposals, Department of Treasury, "Green Book"; legislation addressing privacy and data breach issues; Issues related to diversity in the financial services industry; budget reconciliation package; Build Back Better Act
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities/Internal Revenue Code
3rd Quarter, 2021
In Q3, BGR Government Affairs lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $90,000. The report was filed on Oct. 20, 2021.
Original Filing: 301307591.xml
Lobbying Issues
DOL- Fiduciary Rule; Implementation of the Cybersecurity Information Sharing Act of 2015; Issues related to SEC mutual fund disclosures; SEC Final Rule, Registration of Municipal Advisors; Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups; Various proposals regarding deficit reduction with respect to taxation of life insurance products and annuities ; General explanations of the Administration's Revenue Proposals, Department of Treasury, "Green Book"; legislation addressing privacy and data breach issues; SEC. 40308 of H.R.6800. related to the minimum rate of interest for certain determinations related to life insurance contracts; Issues related to diversity in the financial services industry; budget reconciliation package
Agencies Lobbied
U.S. Senate
Type of Issue
Insurance/Investments/Securities/Internal Revenue Code
2nd Quarter, 2021
In Q2, BGR Government Affairs lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $40,000. The report was filed on July 20, 2021.
Original Filing: 301283970.xml
Lobbying Issues
DOL- Fiduciary Rule; Implementation of the Cybersecurity Information Sharing Act of 2015; Issues related to SEC mutual fund disclosures; SEC Final Rule, Registration of Municipal Advisors; Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups; Various proposals regarding deficit reduction with respect to taxation of life insurance products and annuities ; General explanations of the Administration's Revenue Proposals, Department of Treasury, "Green Book"; legislation addressing privacy and data breach issues; SEC. 40308 of H.R.6800. related to the minimum rate of interest for certain determinations related to life insurance contracts; Issues related to diversity in the financial services industry
Agencies Lobbied
U.S. Senate
Type of Issue
Insurance/Investments/Securities/Internal Revenue Code
1st Quarter, 2021
In Q1, BGR Government Affairs lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $40,000. The report was filed on April 20, 2021.
Original Filing: 301262588.xml
Lobbying Issues
DOL- Fiduciary Rule; Implementation of the Cybersecurity Information Sharing Act of 2015; Issues related to SEC mutual fund disclosures; SEC Final Rule, Registration of Municipal Advisors; Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups; Various proposals regarding deficit reduction with respect to taxation of life insurance products and annuities ; General explanations of the Administration's Revenue Proposals, Department of Treasury, "Green Book"; legislation addressing privacy and data breach issues; SEC. 40308 of H.R.6800. related to the minimum rate of interest for certain determinations related to life insurance contracts; Issues related to diversity in the financial services industry
Agencies Lobbied
U.S. Senate
Type of Issue
Insurance/Investments/Securities/Internal Revenue Code
4th Quarter, 2020
In Q4, BGR Government Affairs lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $40,000. The report was filed on Jan. 21, 2021.
Original Filing: 301243606.xml
Lobbying Issues
Negotiations involving insurance covered agreements; issues impacting retirement savings; DOL- Fiduciary Rule; Implementation of the Cybersecurity Information Sharing Act of 2015; Issues related to SEC mutual fund disclosures; SEC Final Rule, Registration of Municipal Advisors; Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups; Various proposals regarding deficit reduction with respect to retirement security; General explanations of the Administration's Revenue Proposals, Department of Treasury, "Green Book"; RESA-S.972; Secure Act- HR 1994; privacy legislation; SEC. 40308 of H.R.6800. related to the minimum rate of interest for certain determinations related to life insurance contracts; H.R.133 - Consolidated Appropriations Act, 2021
Agencies Lobbied
U.S. Senate
Type of Issue
Insurance/Investments/Securities/Internal Revenue Code
3rd Quarter, 2020
In Q3, BGR Government Affairs lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $40,000. The report was filed on Oct. 20, 2020.
Original Filing: 301218445.xml
Lobbying Issues
Negotiations involving insurance covered agreements; issues impacting retirement savings; DOL- Fiduciary Rule; Implementation of the Cybersecurity Information Sharing Act of 2015; Issues related to SEC mutual fund disclosures; SEC Final Rule, Registration of Municipal Advisors; Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups; Various proposals regarding deficit reduction with respect to retirement security; General explanations of the Administration's Revenue Proposals, Department of Treasury, "Green Book"; RESA-S.972; Secure Act- HR 1994; privacy legislation; SEC. 40308 of H.R.6800. related to the minimum rate of interest for certain determinations related to life insurance contracts.
Agencies Lobbied
U.S. Senate
Type of Issue
Insurance/Investments/Securities/Internal Revenue Code
2nd Quarter, 2020
In Q2, BGR Government Affairs lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $90,000. The report was filed on July 20, 2020.
Original Filing: 301197764.xml
Lobbying Issues
Negotiations involving insurance covered agreements; issues impacting retirement savings; DOL- Fiduciary Rule; Implementation of the Cybersecurity Information Sharing Act of 2015; Issues related to SEC mutual fund disclosures; SEC Final Rule, Registration of Municipal Advisors; Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups; Various proposals regarding deficit reduction with respect to retirement security; General explanations of the Administration's Revenue Proposals, Department of Treasury, "Green Book"; RESA-S.972; Secure Act- HR 1994; privacy legislation; SEC. 40308 of H.R.6800. related to the minimum rate of interest for certain determinations related to life insurance contracts.
Agencies Lobbied
U.S. Senate
Type of Issue
Insurance/Internal Revenue Code
Lobbying Issues
Negotiations involving insurance covered agreements; issues impacting retirement savings; DOL- Fiduciary Rule; Implementation of the Cybersecurity Information Sharing Act of 2015; Issues related to SEC mutual fund disclosures; SEC Final Rule, Registration of Municipal Advisors; Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups; Various proposals regarding deficit reduction with respect to retirement security; General explanations of the Administration's Revenue Proposals, Department of Treasury, "Green Book"; RESA-S.972; Secure Act- HR 1994; privacy legislation; SEC. 40308 of H.R.6800. related to the minimum rate of interest for certain determinations related to life insurance contracts.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2020
In Q1, BGR Government Affairs lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $50,000. The report was filed on April 20, 2020.
Original Filing: 301179967.xml
Lobbying Issues
Negotiations involving insurance covered agreements; National Clearinghouse for Income Protection Information; issues impacting retirement savings; DOL- Fiduciary Rule; Implementation of the Cybersecurity Information Sharing Act of 2015; Issues related to SEC mutual fund disclosures; SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013); Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11), DOL- Fiduciary Rule; Various proposals regarding deficit reduction with respect to retirement security; General explanations of the Administration's FY-2020 Revenue Proposals, Department of Treasury, "Green Book";RESA-S.972; Secure Act- HR 1994; privacy legislation
Agencies Lobbied
U.S. Senate
Type of Issue
Insurance/Internal Revenue Code
Lobbying Issues
Negotiations involving insurance covered agreements; National Clearinghouse for Income Protection Information; issues impacting retirement savings; DOL- Fiduciary Rule; Implementation of the Cybersecurity Information Sharing Act of 2015; Issues related to SEC mutual fund disclosures; SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013); Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11), DOL- Fiduciary Rule; Various proposals regarding deficit reduction with respect to retirement security; General explanations of the Administration's FY-2020 Revenue Proposals, Department of Treasury, "Green Book"; RESA-S.972; Secure Act- HR 1994; privacy legislation
Agencies Lobbied
U.S. Senate
Lobbying Issues
Negotiations involving insurance covered agreements; National Clearinghouse for Income Protection Information; issues impacting retirement savings; DOL- Fiduciary Rule; Implementation of the Cybersecurity Information Sharing Act of 2015; Issues related to SEC mutual fund disclosures; SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013); Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11), DOL- Fiduciary Rule; Various proposals regarding deficit reduction with respect to retirement security; General explanations of the Administration's FY-2020 Revenue Proposals, Department of Treasury, "Green Book"; RESA-S.972; Secure Act- HR 1994; privacy legislation
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
4th Quarter, 2019
In Q4, BGR Government Affairs lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $40,000. The report was filed on Jan. 21, 2020.
Original Filing: 301126623.xml
Lobbying Issues
Negotiations involving insurance covered agreements; National Clearinghouse for Income Protection Information; issues impacting retirement savings; DOL- Fiduciary Rule; Implementation of the Cybersecurity Information Sharing Act of 2015; Issues related to SEC mutual fund disclosures; SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013); Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11), DOL- Fiduciary Rule; Various proposals regarding deficit reduction with respect to retirement security; General explanations of the Administration's FY-2020 Revenue Proposals, Department of Treasury, "Green Book";RESA-S.972; Secure Act- HR 1994; privacy legislation
Agencies Lobbied
U.S. Senate
Type of Issue
Insurance/Internal Revenue Code
Lobbying Issues
Negotiations involving insurance covered agreements; National Clearinghouse for Income Protection Information; issues impacting retirement savings; DOL- Fiduciary Rule; Implementation of the Cybersecurity Information Sharing Act of 2015; Issues related to SEC mutual fund disclosures; SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013); Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11), DOL- Fiduciary Rule; Various proposals regarding deficit reduction with respect to retirement security; General explanations of the Administration's FY-2020 Revenue Proposals, Department of Treasury, "Green Book"; RESA-S.972; Secure Act- HR 1994; privacy legislation
Agencies Lobbied
U.S. Senate
Lobbying Issues
Negotiations involving insurance covered agreements; National Clearinghouse for Income Protection Information; issues impacting retirement savings; DOL- Fiduciary Rule; Implementation of the Cybersecurity Information Sharing Act of 2015; Issues related to SEC mutual fund disclosures; SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013); Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11), DOL- Fiduciary Rule; Various proposals regarding deficit reduction with respect to retirement security; General explanations of the Administration's FY-2020 Revenue Proposals, Department of Treasury, "Green Book"; RESA-S.972; Secure Act- HR 1994; privacy legislation
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
3rd Quarter, 2019
In Q3, BGR Government Affairs lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $40,000. The report was filed on Oct. 21, 2019.
Original Filing: 301079339.xml
Lobbying Issues
Negotiations involving insurance covered agreements; National Clearinghouse for Income Protection Information; issues impacting retirement savings; DOL- Fiduciary Rule; Implementation of the Cybersecurity Information Sharing Act of 2015; Issues related to SEC mutual fund disclosures; SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013); CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13); Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11), DOL- Fiduciary Rule; Various proposals regarding deficit reduction with respect to retirement security; General explanations of the Administration's FY-2020 Revenue Proposals, Department of Treasury, "Green Book";RESA-S.972; Secure Act- HR 1994; privacy legislation
Agencies Lobbied
U.S. Senate
Type of Issue
Insurance/Internal Revenue Code
Lobbying Issues
Negotiations involving insurance covered agreements; National Clearinghouse for Income Protection Information; issues impacting retirement savings; DOL- Fiduciary Rule; Implementation of the Cybersecurity Information Sharing Act of 2015; Issues related to SEC mutual fund disclosures; SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013); CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13); Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11), DOL- Fiduciary Rule; Various proposals regarding deficit reduction with respect to retirement security; General explanations of the Administration's FY-2020 Revenue Proposals, Department of Treasury, "Green Book"; RESA-S.972; Secure Act- HR 1994; privacy legislation
Agencies Lobbied
U.S. Senate
Lobbying Issues
Negotiations involving insurance covered agreements; National Clearinghouse for Income Protection Information; issues impacting retirement savings; DOL- Fiduciary Rule; Implementation of the Cybersecurity Information Sharing Act of 2015; Issues related to SEC mutual fund disclosures; SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013); CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13); Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11), DOL- Fiduciary Rule; Various proposals regarding deficit reduction with respect to retirement security; General explanations of the Administration's FY-2020 Revenue Proposals, Department of Treasury, "Green Book"; RESA-S.972; Secure Act- HR 1994; privacy legislation
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
2nd Quarter, 2019
In Q2, BGR Government Affairs lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $90,000. The report was filed on July 22, 2019.
Original Filing: 301055257.xml
Lobbying Issues
Negotiations involving insurance covered agreements; National Clearinghouse for Income Protection Information; issues impacting retirement savings; DOL- Fiduciary Rule; Implementation of the Cybersecurity Information Sharing Act of 2015; Issues related to SEC mutual fund disclosures; SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013); CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13); Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11), DOL- Fiduciary Rule; Various proposals regarding deficit reduction with respect to retirement security; General explanations of the Administration's FY-2020 Revenue Proposals, Department of Treasury, "Green Book";RESA-S.972; Secure Act- HR 1994; privacy legislation
Agencies Lobbied
U.S. Senate
Type of Issue
Insurance/Internal Revenue Code
Lobbying Issues
Negotiations involving insurance covered agreements; National Clearinghouse for Income Protection Information; issues impacting retirement savings; DOL- Fiduciary Rule; Implementation of the Cybersecurity Information Sharing Act of 2015; Issues related to SEC mutual fund disclosures; SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013); CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13); Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11), DOL- Fiduciary Rule; Various proposals regarding deficit reduction with respect to retirement security; General explanations of the Administration's FY-2020 Revenue Proposals, Department of Treasury, "Green Book"; RESA-S.972; Secure Act- HR 1994; privacy legislation
Agencies Lobbied
U.S. Senate
Lobbying Issues
Negotiations involving insurance covered agreements; National Clearinghouse for Income Protection Information; issues impacting retirement savings; DOL- Fiduciary Rule; Implementation of the Cybersecurity Information Sharing Act of 2015; Issues related to SEC mutual fund disclosures; SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013); CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13); Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11), DOL- Fiduciary Rule; Various proposals regarding deficit reduction with respect to retirement security; General explanations of the Administration's FY-2020 Revenue Proposals, Department of Treasury, "Green Book"; RESA-S.972; Secure Act- HR 1994; privacy legislation
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2019
In Q1, BGR Government Affairs lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $50,000. The report was filed on April 22, 2019.
Original Filing: 301037041.xml
Lobbying Issues
Negotiations involving insurance covered agreements; National Clearinghouse for Income Protection Information; issues impacting retirement savings; DOL- Fiduciary Rule; Implementation of the Cybersecurity Information Sharing Act of 2015; Issues related to SEC mutual fund disclosures; SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013); CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13); Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11), DOL- Fiduciary Rule; Various proposals regarding deficit reduction with respect to retirement security; General explanations of the Administration's FY-2020 Revenue Proposals, Department of Treasury, "Green Book"; Implementation of PROMESA; RESA-S.972; Secure Act- HR 1994; privacy legislation
Agencies Lobbied
U.S. Senate
Type of Issue
Insurance/Internal Revenue Code
Lobbying Issues
Negotiations involving insurance covered agreements; National Clearinghouse for Income Protection Information; issues impacting retirement savings; DOL- Fiduciary Rule; Implementation of the Cybersecurity Information Sharing Act of 2015; Issues related to SEC mutual fund disclosures; SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013); CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13); Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11), DOL- Fiduciary Rule; Various proposals regarding deficit reduction with respect to retirement security; General explanations of the Administration's FY-2020 Revenue Proposals, Department of Treasury, "Green Book"; Implementation of PROMESA; RESA-S.972; Secure Act- HR 1994; privacy legislation
Agencies Lobbied
U.S. Senate
Lobbying Issues
Negotiations involving insurance covered agreements; National Clearinghouse for Income Protection Information; issues impacting retirement savings; DOL- Fiduciary Rule; Implementation of the Cybersecurity Information Sharing Act of 2015; Issues related to SEC mutual fund disclosures; SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013); CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13); Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11), DOL- Fiduciary Rule; Various proposals regarding deficit reduction with respect to retirement security; General explanations of the Administration's FY-2020 Revenue Proposals, Department of Treasury, "Green Book"; Implementation of PROMESA; RESA-S.972; Secure Act- HR 1994; privacy legislation
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
4th Quarter, 2018
In Q4, BGR Government Affairs lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $60,000. The report was filed on Jan. 22, 2019.
Original Filing: 301015807.xml
Lobbying Issues
Negotiations involving insurance covered agreements; Dodd-Frank Reform; National Clearinghouse for Income Protection Information; DOL- Fiduciary Rule
Agencies Lobbied
U.S. Senate
Lobbying Issues
Dodd-Frank reform; issues impacting retirement savings; DOL- Fiduciary Rule; S 2526, HR 5282- Retirement Enhancement & Savings Act and related bills
Agencies Lobbied
U.S. Senate
Lobbying Issues
Implementation of the Cybersecurity Information Sharing Act of 2015; Issues related to SEC mutual fund disclosures; SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013); Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11), DOL- Fiduciary Rule
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
House Republicans Task Force Blueprint; The US Treasury Departments debt-equity rule, Section 385; Implementation of tax reform (PL 115-97); S.2526, HR 5282- Retirement Enhancement & Savings Act; Various proposals regarding deficit reduction with respect to retirement security; General explanations of the Administration's FY-2017 Revenue Proposals, Department of Treasury, "Green Book"
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
3rd Quarter, 2018
In Q3, BGR Government Affairs lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $60,000. The report was filed on Oct. 22, 2018.
Original Filing: 300997558.xml
Lobbying Issues
Negotiations involving insurance covered agreements; Dodd-Frank Reform; National Clearinghouse for Income Protection Information; DOL- Fiduciary Rule
Agencies Lobbied
U.S. Senate
Lobbying Issues
Dodd-Frank reform; issues impacting retirement savings; DOL- Fiduciary Rule
Agencies Lobbied
U.S. Senate
Lobbying Issues
Implementation of the Cybersecurity Information Sharing Act of 2015; Issues related to SEC mutual fund disclosures; SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013); CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13); Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11), DOL- Fiduciary Rule
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
House Republicans Task Force Blueprint; The US Treasury Departments debt-equity rule, Section 385; Various proposals regarding tax reform reviewed by the Senate Finance and House Ways and Means Committee in anticipation of tax reform; Various proposals regarding deficit reduction with respect to retirement security; General explanations of the Administration's FY-2017 Revenue Proposals, Department of Treasury, "Green Book"
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Implementation of PROMESA
Agencies Lobbied
U.S. Senate
2nd Quarter, 2018
In Q2, BGR Government Affairs lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $90,000. The report was filed on July 20, 2018.
Original Filing: 300977569.xml
Lobbying Issues
Negotiations involving insurance covered agreements; Dodd-Frank Reform; National Clearinghouse for Income Protection Information; DOL- Fiduciary Rule
Agencies Lobbied
U.S. Senate
Lobbying Issues
Dodd-Frank reform; issues impacting retirement savings; DOL- Fiduciary Rule
Agencies Lobbied
U.S. Senate
Lobbying Issues
Implementation of the Cybersecurity Information Sharing Act of 2015; Issues related to SEC mutual fund disclosures; SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013); CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13); Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11), DOL- Fiduciary Rule
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
House Republicans Task Force Blueprint; The US Treasury Departments debt-equity rule, Section 385; Various proposals regarding tax reform reviewed by the Senate Finance and House Ways and Means Committee in anticipation of tax reform; Various proposals regarding deficit reduction with respect to retirement security; General explanations of the Administration's FY-2017 Revenue Proposals, Department of Treasury, "Green Book"
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Implementation of PROMESA
Agencies Lobbied
U.S. Senate
1st Quarter, 2018
In Q1, BGR Government Affairs lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $40,000. The report was filed on April 20, 2018.
Original Filing: 300957578.xml
Lobbying Issues
Negotiations involving insurance covered agreements; Dodd-Frank Reform; National Clearinghouse for Income Protection Information; DOL- Fiduciary Rule
Agencies Lobbied
U.S. Senate
Lobbying Issues
Dodd-Frank reform; issues impacting retirement savings; DOL- Fiduciary Rule
Agencies Lobbied
U.S. Senate
Lobbying Issues
Implementation of the Cybersecurity Information Sharing Act of 2015; Issues related to SEC mutual fund disclosures; SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013); CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13); Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11), DOL- Fiduciary Rule
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
House Republicans Task Force Blueprint; The US Treasury Departments debt-equity rule, Section 385; Various proposals regarding tax reform reviewed by the Senate Finance and House Ways and Means Committee in anticipation of tax reform; Various proposals regarding deficit reduction with respect to retirement security; General explanations of the Administration's FY-2017 Revenue Proposals, Department of Treasury, "Green Book"
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Implementation of PROMESA
Agencies Lobbied
U.S. Senate
4th Quarter, 2017
In Q4, BGR Government Affairs lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $40,000. The report was filed on Jan. 22, 2018.
Original Filing: 300936724.xml
Lobbying Issues
Negotiations involving insurance covered agreements.
Dodd-Frank Reform
National Clearinghouse for Income Protection Information
DOL- Fiduciary Rule
Agencies Lobbied
U.S. Senate
Lobbying Issues
Dodd-Frank reform; issues impacting retirement savings; DOL- Fiduciary Rule
Agencies Lobbied
U.S. Senate
Lobbying Issues
Implementation of the Cybersecurity Information Sharing Act of 2015; Issues related to SEC mutual fund disclosures; SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013); CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13); Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11), DOL- Fiduciary Rule
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
House Republicans Task Force Blueprint; The US Treasury Departments debt-equity rule, Section 385; Various proposals regarding tax reform reviewed by the Senate Finance and House Ways and Means Committee in anticipation of tax reform; Various proposals regarding deficit reduction with respect to retirement security; General explanations of the Administration's FY-2017 Revenue Proposals, Department of Treasury, "Green Book"
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Implementation of PROMESA
Agencies Lobbied
U.S. Senate
3rd Quarter, 2017
In Q3, BGR Government Affairs lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $40,000. The report was filed on Oct. 20, 2017.
Original Filing: 300911204.xml
Lobbying Issues
Negotiations involving insurance covered agreements.
Dodd-Frank Reform
National Clearinghouse for Income Protection Information
DOL- Fiduciary Rule
Agencies Lobbied
U.S. Senate
Lobbying Issues
Dodd-Frank reform; issues impacting retirement savings; DOL- Fiduciary Rule
Agencies Lobbied
U.S. Senate
Lobbying Issues
Implementation of the Cybersecurity Information Sharing Act of 2015; Issues related to SEC mutual fund disclosures; SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013); CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13); Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11), DOL- Fiduciary Rule
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
House Republicans Task Force Blueprint; The US Treasury Departments debt-equity rule, Section 385; Various proposals regarding tax reform reviewed by the Senate Finance and House Ways and Means Committee in anticipation of tax reform; Various proposals regarding deficit reduction with respect to retirement security; General explanations of the Administration's FY-2017 Revenue Proposals, Department of Treasury, "Green Book"
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Implementation of PROMESA
Agencies Lobbied
U.S. Senate
2nd Quarter, 2017
In Q2, BGR Government Affairs lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $40,000. The report was filed on July 20, 2017.
Original Filing: 300896481.xml
Lobbying Issues
Negotiations involving insurance covered agreements.
Dodd-Frank Reform
National Clearinghouse for Income Protection Information
DOL- Fiduciary Rule
Agencies Lobbied
U.S. Senate
Lobbying Issues
Dodd-Frank reform; issues impacting retirement savings; DOL- Fiduciary Rule
Agencies Lobbied
U.S. Senate
Lobbying Issues
Implementation of the Cybersecurity Information Sharing Act of 2015; Issues related to SEC mutual fund disclosures; SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013); CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13); Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11), DOL- Fiduciary Rule
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
House Republicans Task Force Blueprint; The US Treasury Departments debt-equity rule, Section 385; Various proposals regarding tax reform reviewed by the Senate Finance and House Ways and Means Committee in anticipation of tax reform; Various proposals regarding deficit reduction with respect to retirement security; General explanations of the Administration's FY-2017 Revenue Proposals, Department of Treasury, "Green Book"
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Puerto Rico Chapter 9 Uniformity Act of 2015
Agencies Lobbied
U.S. Senate
1st Quarter, 2017
In Q1, BGR Government Affairs lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $40,000. The report was filed on April 20, 2017.
Original Filing: 300877117.xml
Lobbying Issues
Negotiations involving insurance covered agreements.
Dodd-Frank Reform
National Clearinghouse for Income Protection Information
DOL- Fiduciary Rule
Agencies Lobbied
U.S. Senate
Lobbying Issues
Dodd-Frank reform; issues impacting retirement savings; DOL- Fiduciary Rule
Agencies Lobbied
U.S. Senate
Lobbying Issues
Implementation of the Cybersecurity Information Sharing Act of 2015; Issues related to SEC mutual fund disclosures; SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013); CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13); Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11), DOL- Fiduciary Rule
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
House Republicans Task Force Blueprint; The US Treasury Departments debt-equity rule, Section 385; Various proposals regarding tax reform reviewed by the Senate Finance and House Ways and Means Committee in anticipation of tax reform; Various proposals regarding deficit reduction with respect to retirement security; General explanations of the Administration's FY-2017 Revenue Proposals, Department of Treasury, "Green Book"
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Puerto Rico Chapter 9 Uniformity Act of 2015
Agencies Lobbied
U.S. Senate
4th Quarter, 2016
In Q4, BGR Government Affairs lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $40,000. The report was filed on Jan. 23, 2017.
Original Filing: 300857455.xml
Lobbying Issues
S. 1086, the International Insurance Capital Standards Accountability Act of 2015.
H.R. 2141, The International Insurance Standards Transparency and Policyholder Protection Act of 2015.
HR 5143, the Transparent Insurance Standards Act of 2016.
Recommend adding the following, but a point to consider from PFS -
My only concern is if included, the committee may see it and want some type of letter of support.
HR 5983, the Financial CHOICE Act of 2016.
Negotiations involving insurance covered agreements.
Forthcoming Federal Reserve rule on insurance-specific capital standards pursuant to the Dodd Frank Act Section 171.
No Bill number - a proposal to facilitate automatic enrollment programs with regard to disability coverage and to establish a National Clearinghouse for Income Protection Information.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Retirement Improvements and Savings Enhancements Act of 2016
S. 1270, "SAFE Retirement Act of 2013".
S. 1317, "Lifetime Income Disclosure Act".
S. 1970, "The Retirement Security Act of 2014".
S. 1557, "Automatic IRA Act", a bill to amend the Internal Revenue Code to promote and simplify Qualified Plans.
H.R. 1 - A proposal relating to Tax Reform released by Chairman David Camp of the House Ways and Means Committee (2013).
H.R. 1534, "Small Business Add Value for Employees Act".
H.R. 2035, "Automatic IRA Act of 2013" - Amends the Internal Revenue Code to require certain employers who do not maintain qualifying retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement.
H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013".
H.R. 2317, "Lifetime Income Disclosure Act".
H.R.4294 - SAVERS Act of 2015
Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11).
Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16).
Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans.
Agencies Lobbied
U.S. Senate
Lobbying Issues
S.754, Implementation of the Cybersecurity Information Sharing Act of 2015.
S. 961, Data Security Act of 2015.
S. 1484, Financial Regulatory Improvement Act.
S. 1910, Financial Services and General Government Appropriations Act, 2016. As the bill relates to electronic delivery of financial disclosures.
H.R. 1090, the Retail Investor Protection Act.
H.R. 1770, the Data Security and Breach Notification Act of 2015.
H.R. 2205, the Data Security Act.
H.R. 1550, the Financial Stability Oversight Council Improvement Act.
H.R. 2995, the Financial Services and General Government Appropriations Act, 2016. As the bill relates to electronic delivery of financial disclosures.
HR 5983, the Financial CHOICE Act of 2016. (note concern above under Insurance section)
Issues related to SEC mutual fund disclosures.
SEC Final Rule, Registration of Municipal Advisors, 17 CFR, Parts 240 and 249, 78 FR 59814 (9/30/2013).
CFTC Exemptive Order Regarding Compliance with Certain Swap Regulations (Cross-Border Phase-In Exemptive Order) (7/12/13).
Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups (7/1/11).
Section 619, "Dodd Frank Wall Street Reform and Consumer Protection Act", Final Rule, 12 CFR Part 44, 12 CFR Part 248, 12 CFR Part 351, 17 CFR Part 255 (12/10/2013).
"The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
S. 1760, "The Fair Playing Field Act of 2013".
H.R. 1 - A proposal relating to tax reform released by Chairman David Camp of the House Ways and Means Committee (2013).
House Republicans Task Force Blueprint.
The US Treasury Departments debt-equity rule, Section 385.
Various proposals regarding tax reform reviewed by the Senate Finance and House Ways and Means Committee in anticipation of tax reform.
Various proposals regarding deficit reduction with respect to retirement security.
A proposal by Senator Hatch on Corporate Integration.
Various proposals related to the president's plan for economic growth and deficit reduction as it relates to (1) the tax exempt status of municipal bond interest, applying the amount of the tax deductibility on municipal bonds at 28%, below the current top tax rates.
No Bill Number - Treasury Department Explanation of the Administration's FY-2016 Budget Tax proposals to (1) modify the dividends received deduction for life insurance company's general investment and separate accounts; (2) reporting of sales of existing life insurance contracts with a death benefit of $1M or more; (3) interest expense disallowance for corporate-owned life insurance (COLI) policies; and (4) international tax reforms.
General explanations of the Administration's FY-2017 Revenue Proposals, Department of Treasury, "Green Book".
No Bill Number - Select Revenue Measures Subcommittee Hearing on the international tax reform discussion draft to solicit feedback on the details of the corporate rate cut and participation exemption (i.e., territorial) system in an effort to include as part of comprehensive tax reform (10/26/11).
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
H.R. 870 Puerto Rico Chapter 9 Uniformity Act of 2015; S.2381; S.1774
Agencies Lobbied
U.S. Senate
3rd Quarter, 2016
In Q3, BGR Government Affairs lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $40,000. The report was filed on Oct. 20, 2016.
Original Filing: 300839222.xml
Lobbying Issues
Dodd-Frank regulatory implementation provisions relating to insurance companies
Agencies Lobbied
U.S. Senate
Lobbying Issues
Lifetime Income Disclosure legislation; Automatic IRA legislation; legislation related to the proposed DoL fiduciary rule.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Data Privacy and Security legislation; Financial Transaction Tax; Business Risk Mitigation and Price Stabilization legislation; Retirement Income Protection legislation; Financial Transaction Tax
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Provide guidance and strategic counsel on tax proposals that could impact life insurance companies.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
H.R. 870 Puerto Rico Chapter 9 Uniformity Act of 2015; S.2381; S.1774
Agencies Lobbied
U.S. Senate
2nd Quarter, 2016
In Q2, BGR Government Affairs lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $90,000. The report was filed on July 20, 2016.
Original Filing: 300820720.xml
Lobbying Issues
Dodd-Frank regulatory implementation provisions relating to insurance companies
Agencies Lobbied
U.S. Senate
Lobbying Issues
Lifetime Income Disclosure legislation; Automatic IRA legislation; legislation related to the proposed DoL fiduciary rule.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Data Privacy and Security legislation; Financial Transaction Tax; Business Risk Mitigation and Price Stabilization legislation; Retirement Income Protection legislation; Financial Transaction Tax
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Provide guidance and strategic counsel on tax proposals that could impact life insurance companies.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
H.R. 870 Puerto Rico Chapter 9 Uniformity Act of 2015; S.2381; S.1774
Agencies Lobbied
U.S. Senate
1st Quarter, 2016
In Q1, BGR Government Affairs lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $50,000. The report was filed on April 20, 2016.
Original Filing: 300800226.xml
Lobbying Issues
Dodd-Frank regulatory implementation provisions relating to insurance companies
Agencies Lobbied
U.S. Senate
Lobbying Issues
Lifetime Income Disclosure legislation; Automatic IRA legislation; legislation related to the proposed DoL fiduciary rule.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Data Privacy and Security legislation; Financial Transaction Tax; Business Risk Mitigation and Price Stabilization legislation; Retirement Income Protection legislation; Financial Transaction Tax
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Provide guidance and strategic counsel on tax proposals that could impact life insurance companies.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
H.R. 870 Puerto Rico Chapter 9 Uniformity Act of 2015; S.2381; S.1774
Agencies Lobbied
U.S. Senate
4th Quarter, 2015
In Q4, BGR Government Affairs lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $30,000. The report was filed on Jan. 20, 2016.
Original Filing: 300783298.xml
Lobbying Issues
Dodd-Frank regulatory implementation provisions relating to insurance companies
Agencies Lobbied
U.S. Senate
Lobbying Issues
Lifetime Income Disclosure legislation; Automatic IRA legislation; legislation related to the proposed DoL fiduciary rule.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Data Privacy and Security legislation; Financial Transaction Tax; Business Risk Mitigation and Price Stabilization legislation; Retirement Income Protection legislation; Financial Transaction Tax
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Provide guidance and strategic counsel on tax proposals that could impact life insurance companies.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
H.R. 870 Puerto Rico Chapter 9 Uniformity Act of 2015; S.2381; S.1774
Agencies Lobbied
U.S. Senate
3rd Quarter, 2015
In Q3, BGR Government Affairs lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $50,000. The report was filed on Oct. 20, 2015.
Original Filing: 300763600.xml
Lobbying Issues
Dodd-Frank regulatory implementation provisions relating to insurance companies
Agencies Lobbied
U.S. Senate
Lobbying Issues
Lifetime Income Disclosure legislation; Automatic IRA legislation
Agencies Lobbied
U.S. Senate
Lobbying Issues
Data Privacy and Security legislation; Financial Transaction Tax; Business Risk Mitigation and Price Stabilization legislation; Retirement Income Protection legislation; Financial Transaction Tax
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Provide guidance and strategic counsel on tax proposals that could impact life insurance companies.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
H.R. 870 Puerto Rico Chapter 9 Uniformity Act of 2015
Agencies Lobbied
U.S. Senate
2nd Quarter, 2015
In Q2, Barbour Griffith & Rogers, LLC d/b/a BGR Holding lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $30,000. The report was filed on July 20, 2015.
Original Filing: 300743089.xml
Lobbying Issues
Dodd-Frank regulatory implementation provisions relating to insurance companies
Agencies Lobbied
U.S. Senate
Lobbying Issues
Lifetime Income Disclosure legislation; Automatic IRA legislation
Agencies Lobbied
U.S. Senate
Lobbying Issues
Data Privacy and Security legislation; Financial Transaction Tax; Business Risk Mitigation and Price Stabilization legislation; Retirement Income Protection legislation; Financial Transaction Tax
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Provide guidance and strategic counsel on tax proposals that could impact life insurance companies.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
H.R. 870 Puerto Rico Chapter 9 Uniformity Act of 2015
Agencies Lobbied
U.S. Senate
1st Quarter, 2015
In Q1, Barbour Griffith & Rogers, LLC d/b/a BGR Holding lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $70,000. The report was filed on April 20, 2015.
Original Filing: 300725492.xml
Lobbying Issues
Dodd-Frank regulatory implementation provisions relating to insurance companies
Agencies Lobbied
U.S. Senate
Lobbying Issues
Lifetime Income Disclosure legislation; Automatic IRA legislation
Agencies Lobbied
U.S. Senate
Lobbying Issues
Data Privacy and Security legislation; Financial Transaction Tax; Business Risk Mitigation and Price Stabilization legislation; Retirement Income Protection legislation; Financial Transaction Tax
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Provide guidance and strategic counsel on tax proposals that could impact life insurance companies.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
4th Quarter, 2014
In Q4, Barbour Griffith & Rogers, LLC d/b/a BGR Holding lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $30,000. The report was filed on Jan. 20, 2015.
Original Filing: 300707241.xml
Lobbying Issues
Dodd-Frank regulatory implementation provisions relating to insurance companies
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Lifetime Income Disclosure legislation; Automatic IRA legislation
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Data Privacy and Security legislation; Financial Transaction Tax; Business Risk Mitigation and Price Stabilization legislation; Retirement Income Protection legislation; Financial Transaction Tax
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Provide guidance and strategic counsel on tax proposals that could impact life insurance companies.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
3rd Quarter, 2014
In Q3, Barbour Griffith & Rogers, LLC d/b/a BGR Holding lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $30,000. The report was filed on Oct. 20, 2014.
Original Filing: 300688054.xml
Lobbying Issues
Dodd-Frank regulatory implementation provisions relating to insurance companies
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Lifetime Income Disclosure legislation; Automatic IRA legislation
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Data Privacy and Security legislation; Financial Transaction Tax; Business Risk Mitigation and Price Stabilization legislation; Retirement Income Protection legislation; Financial Transaction Tax
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Provide guidance and strategic counsel on tax proposals that could impact life insurance companies.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
2nd Quarter, 2014
In Q2, Barbour Griffith & Rogers, LLC d/b/a BGR Holding lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $70,000. The report was filed on July 21, 2014.
Original Filing: 300669415.xml
Lobbying Issues
Dodd-Frank regulatory implementation provisions relating to insurance companies
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Lifetime Income Disclosure legislation; Automatic IRA legislation
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Data Privacy and Security legislation; Financial Transaction Tax; Business Risk Mitigation and Price Stabilization legislation; Retirement Income Protection legislation; Financial Transaction Tax
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Provide guidance and strategic counsel on tax proposals that could impact life insurance companies.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
1st Quarter, 2014
In Q1, Barbour Griffith & Rogers, LLC d/b/a BGR Holding lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $30,000. The report was filed on April 21, 2014.
Original Filing: 300648360.xml
Lobbying Issues
Dodd-Frank regulatory implementation provisions relating to insurance companies
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Lifetime Income Disclosure legislation; Automatic IRA legislation
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Data Privacy and Security legislation; Financial Transaction Tax; Business Risk Mitigation and Price Stabilization legislation; Retirement Income Protection legislation; Financial Transaction Tax
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Provide guidance and strategic counsel on tax proposals that could impact life insurance companies.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
4th Quarter, 2013
In Q4, Barbour Griffith & Rogers, LLC d/b/a BGR Holding lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $30,000. The report was filed on Jan. 17, 2014.
Original Filing: 300623792.xml
Lobbying Issues
Dodd-Frank regulatory implementation provisions relating to insurance companies
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Lifetime Income Disclosure legislation; Automatic IRA legislation
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Data Privacy and Security legislation; Financial Transaction Tax; Business Risk Mitigation and Price Stabilization legislation; Retirement Income Protection legislation; Financial Transaction Tax
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Provide guidance and strategic counsel on tax proposals that could impact life insurance companies.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
3rd Quarter, 2013
In Q3, Barbour Griffith & Rogers, LLC d/b/a BGR Holding lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $30,000. The report was filed on Oct. 21, 2013.
Original Filing: 300606010.xml
Lobbying Issues
Dodd-Frank regulatory implementation provisions relating to insurance companies
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Lifetime Income Disclosure legislation; Automatic IRA legislation
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Data Privacy and Security legislation; Financial Transaction Tax; Business Risk Mitigation and Price Stabilization legislation; Retirement Income Protection legislation; Financial Transaction Tax
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Provide guidance and strategic counsel on tax proposals that could impact life insurance companies.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
2nd Quarter, 2013
In Q2, Barbour Griffith & Rogers, LLC d/b/a BGR Holding lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $70,000. The report was filed on July 22, 2013.
Original Filing: 300585343.xml
Lobbying Issues
Dodd-Frank regulatory implementation provisions relating to insurance companies
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Lifetime Income Disclosure legislation; Automatic IRA legislation
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Data Privacy and Security legislation; Financial Transaction Tax; Business Risk Mitigation and Price Stabilization legislation; Retirement Income Protection legislation; Financial Transaction Tax
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Provide guidance and strategic counsel on FY 2014 Budget tax proposals that could impact insurance companies.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
1st Quarter, 2013
In Q1, Barbour Griffith & Rogers, LLC d/b/a BGR Holding lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $30,000. The report was filed on April 19, 2013.
Original Filing: 300558797.xml
Lobbying Issues
Dodd-Frank regulatory implementation provisions relating to insurance companies
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Lifetime Income Disclosure legislation; Automatic IRA legislation
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Data Privacy and Security legislation; Financial Transaction Tax; Business Risk Mitigation and Price Stabilization legislation; Retirement Income Protection legislation; Financial Transaction Tax
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Provide guidance and strategic counsel on FY 2014 Budget tax proposals that could impact insurance companies.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
4th Quarter, 2012
In Q4, Barbour Griffith & Rogers, LLC d/b/a BGR Holding lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $30,000. The report was filed on Jan. 18, 2013.
Original Filing: 300535782.xml
Lobbying Issues
Dodd-Frank regulatory implemenation provisions relating to insurance companies
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
H.R. 677 & S.267 "Lifetime Income Disclosure Act"
S.1557 Automatic IRA Act
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Data Privacy and Security- S.1151, S.1207, H.R.2577; S.1787 Financial Transaction Tax; H.R.1610 Business Risk Mitigation and Price Stablization Act; H.R.3045 Retirement Income Protection Act; H.R.3313 Financial Transaction Tax
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
H.R.3091 & S.1647 The Tax Hike Prevention and Business Certainity Act; Provide gudiance and strategic counsel on FY 2013 Budget tax proposals that could impact insurance companies.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
3rd Quarter, 2012
In Q3, Barbour Griffith & Rogers, LLC d/b/a BGR Holding lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $30,000. The report was filed on Oct. 19, 2012.
Original Filing: 300517770.xml
Lobbying Issues
Dodd-Frank regulatory implemenation provisions relating to insurance companies
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
H.R. 677 & S.267 "Lifetime Income Disclosure Act"
S.1557 Automatic IRA Act
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Data Privacy and Security- S.1151, S.1207, H.R.2577; S.1787 Financial Transaction Tax; H.R.1610 Business Risk Mitigation and Price Stablization Act; H.R.3045 Retirement Income Protection Act; H.R.3313 Financial Transaction Tax
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
H.R.3091 & S.1647 The Tax Hike Prevention and Business Certainity Act; Provide gudiance and strategic counsel on FY 2013 Budget tax proposals that could impact insurance companies.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
2nd Quarter, 2012
In Q2, Barbour Griffith & Rogers, LLC d/b/a BGR Holding lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $60,000. The report was filed on July 20, 2012.
Original Filing: 300499188.xml
Lobbying Issues
Dodd-Frank regulatory implemenation provisions relating to insurance companies
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
H.R. 677 & S.267 "Lifetime Income Disclosure Act"
S.1557 Automatic IRA Act
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Data Privacy and Security- S.1151, S.1207, H.R.2577; S.1787 Financial Transaction Tax; H.R.1610 Business Risk Mitigation and Price Stablization Act; H.R.3045 Retirement Income Protection Act; H.R.3313 Financial Transaction Tax
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
H.R.3091 & S.1647 The Tax Hike Prevention and Business Certainity Act; Provide gudiance and strategic counsel on FY 2013 Budget tax proposals that could impact insurance companies.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
1st Quarter, 2012
In Q1, Barbour Griffith & Rogers, LLC d/b/a BGR Holding lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $30,000. The report was filed on April 20, 2012.
Original Filing: 300475114.xml
Lobbying Issues
Dodd-Frank regulatory implemenation provisions relating to insurance companies
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
H.R. 677 & S.267 "Lifetime Income Disclosure Act"
S.1557 Automatic IRA Act of 2011
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Data Privacy and Security- S.1151, S.1207, H.R.2577; S.1787 Financial Transaction Tax; H.R.1610 Business Risk Mitigation and Price Stablization Act; H.R.3045 Retirement Income Protection Act; H.R.3313 Financial Transaction Tax
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
H.R.3091 & S.1647 The Tax Hike Prevention and Business Certainity Act; Provide gudiance and strategic counsel on FY 2012 Budget tax proposals that could impact insurance companies.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
4th Quarter, 2011
In Q4, Barbour Griffith & Rogers, LLC d/b/a BGR Holding lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $30,000. The report was filed on Jan. 20, 2012.
Original Filing: 300452382.xml
Lobbying Issues
Dodd-Frank regulatory implemenation provisions relating to insurance companies
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
H.R. 677 & S.267 "Lifetime Income Disclosure Act"
S.1557 Automatic IRA Act of 2011
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Data Privacy and Security- S.1151, S.1207, H.R.2577; S.1787 Financial Transaction Tax; H.R.1610 Business Risk Mitigation and Price Stablization Act; H.R.3045 Retirement Income Protection Act; H.R.3313 Financial Transaction Tax
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
H.R.3091 & S.1647 The Tax Hike Prevention and Business Certainity Act; Provide gudiance and strategic counsel on FY 2012 Budget tax proposals that could impact insurance companies.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
3rd Quarter, 2011
In Q3, Barbour Griffith & Rogers, LLC d/b/a BGR Holding lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $30,000. The report was filed on Oct. 20, 2011.
Original Filing: 300423939.xml
Lobbying Issues
Taxation of retirement products; Tax Hike Prevention Act of 2010 (S. 3773); Fair Playing Field Act, tax treatment of independent contractors (S. 3786; H.R. 6128); Job Creation and Tax Cuts Act of 2010, Section 263, (S. 3793); Regulated Investment Company Modernization Act of 2009 (H.R. 4337); Small Business Jobs Act of 2010, Sections 211-213 (H.R. 5297); Financial Crisis Responsibility Fee (assessing fees/taxes on financial services firms to repay TARP losses)
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
2nd Quarter, 2011
In Q2, Barbour Griffith & Rogers, LLC d/b/a BGR Holding lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $30,000. The report was filed on July 20, 2011.
Original Filing: 300404670.xml
Lobbying Issues
Taxation of retirement products; Tax Hike Prevention Act of 2010 (S. 3773); Fair Playing Field Act, tax treatment of independent contractors (S. 3786; H.R. 6128); Job Creation and Tax Cuts Act of 2010, Section 263, (S. 3793); Regulated Investment Company Modernization Act of 2009 (H.R. 4337); Small Business Jobs Act of 2010, Sections 211-213 (H.R. 5297); Financial Crisis Responsibility Fee (assessing fees/taxes on financial services firms to repay TARP losses)
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
1st Quarter, 2011
In Q1, Barbour Griffith & Rogers, LLC d/b/a BGR Government Affairs lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $60,000. The report was filed on April 15, 2011.
Original Filing: 300365477.xml
Lobbying Issues
Taxation of retirement products; Tax Hike Prevention Act of 2010 (S. 3773); Fair Playing Field Act, tax treatment of independent contractors (S. 3786; H.R. 6128); Job Creation and Tax Cuts Act of 2010, Section 263, (S. 3793); Regulated Investment Company Modernization Act of 2009 (H.R. 4337); Small Business Jobs Act of 2010, Sections 211-213 (H.R. 5297); Financial Crisis Responsibility Fee (assessing fees/taxes on financial services firms to repay TARP losses)
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
4th Quarter, 2010
In Q4, Barbour Griffith & Rogers, LLC d/b/a BGR Government Affairs lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $30,000. The report was filed on Jan. 20, 2011.
Original Filing: 300353018.xml
Lobbying Issues
Taxation of retirement products; Tax Hike Prevention Act of 2010 (S. 3773); Fair Playing Field Act, tax treatment of independent contractors (S. 3786; H.R. 6128); Job Creation and Tax Cuts Act of 2010, Section 263, (S. 3793); Regulated Investment Company Modernization Act of 2009 (H.R. 4337); Small Business Jobs Act of 2010, Sections 211-213 (H.R. 5297); Financial Crisis Responsibility Fee (assessing fees/taxes on financial services firms to repay TARP losses)
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
H.R. 4173, "The Dodd-Frank Wall Street Reform & Consumer Protection Act," insurance provisions (became Public Law No. 111-203); H.R. 5993, "Savings Act of 2010," provisions relating to retained asset accounts
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Lifetime Income Disclosure Act (S. 2832); Job Creation & Tax Cap Act of 2010, Title II, (S. 3793); Automatic IRA Act of 2010 (S. 7360; H.R. 6099); Saving for American Families' Future Act of 2009 (H.R. 1961); Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act of 2010 (H.R. 3962-became P.L. No 111-192); Small Businesses Add Value for Employees Act of 2009 (H.R. 4742); Small Business Jobs Act of 2010 (H.R. 5297)
Agencies Lobbied
U.S. House of Representatives
3rd Quarter, 2010
In Q3, Barbour Griffith & Rogers, LLC d/b/a BGR Government Affairs lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $30,000. The report was filed on Oct. 20, 2010.
Original Filing: 300324466.xml
Lobbying Issues
Taxation of retirement products; Tax Hike Prevention Act of 2010 (S. 3773); Fair Playing Field Act, tax treatment of independent contractors (S. 3786; H.R. 6128); Job Creation and Tax Cuts Act of 2010, Section 263, (S. 3793); Regulated Investment Company Modernization Act of 2009 (H.R. 4337); Small Business Jobs Act of 2010, Sections 211-213 (H.R. 5297); Financial Crisis Responsibilitiy Fee (assessing fees/taxes on financial services firms to repay TARP losses)
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
H.R. 4173, "The Dodd-Frank Wall Street Reform & Consumer Protection Act," insurance provisions ( became Public Law No. 111-203); H.R. 5993, "Savings Act of 2010," provisions relating to retained asset accounts
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Lifetime Income Disclosure Act (S. 2832); Job Creation & Tax Cap Act of 2010, Title II, (S. 3793); Automatic IRA Act of 2010 (S. 7360; H.R. 6099); Saving for American Families' Future Act of 2009(H.R.1961); Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act of 2010 (H.R. 3962-became P.L. No 111-192); Small Businesses Add Value for Employees Act of 2009 (H.R. 4742); Small Business Jobs Act of 2010 (H.R. 5297)
Agencies Lobbied
U.S. House of Representatives
2nd Quarter, 2010
In Q2, Barbour Griffith & Rogers, LLC d/b/a BGR Government Affairs lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $30,000. The report was filed on July 20, 2010.
Original Filing: 300298992.xml
Lobbying Issues
Taxation of retirement products; legislation relating to estate taxes, capital gains and stock dividends; the Taxpayer Certainty & Relief Act of 2009, provisions relating to estate taxes, capital gains and stock dividends (S 722); deductibility issues; Generating Retirement Ownership through Long Term Holding Act (HR 3429); a bill to amend the Internal Revenue Code of 1986 to permanently extend the estate tax as in effect in 2009 (S. 2784)
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Health Care and Education Reconciliation Act of 2010, related to Community Living Assistance & Support Act (P.L. No. 111-152)
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Defined Contribution Fee Dislcosure Act of 2009 (S. 401, HR 2779); 401(k) Fair Disclosure & Pension Security Act of 2009 (HR 1984 and 2989); Saving for American Families' Future Act of 2009 (HR 1961); Lifetime Income Disclosure Act (S 2832); Preserve Benefits and Jobs Act of 2009 (HR 3936); Retirement Fairness Act of 2009 (HR 4126); Small Businesses Add Value for Employees Act of 2009 (HR 4742)
Agencies Lobbied
U.S. House of Representatives
1st Quarter, 2010
In Q1, Barbour Griffith & Rogers, LLC d/b/a BGR Government Affairs lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $60,000. The report was filed on April 20, 2010.
Original Filing: 300274266.xml
Lobbying Issues
Taxation of retirement products; legislation relating to estate taxes, capital gains and stock dividends; the Taxpayer Certainty & Relief Act of 2009, provisions relating to estate taxes, capital gains and stock dividends (S 722); Retirement Security for Life Act of 2009 (S1297); Capital Gains & Estate Tax Relief Act of 2009 (HR 498); deductibility issues; Retirement Security Needs Lifetime Payment Act of 2009 (HR 2748); Generating Retirement Ownership through Long Term Holding Act (HR 3429)
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Health Care and Education Affordability Reconciliation Act (HR 4872); Restoring American Financial Stability Act, discussion draft (S. ____); the Patients Protection and Affordable Health Care Act, Title VIII - The Class Act (HR 3590); Employer Owned Life Insurance Limitation Act (HR 3669); the Wall Street Reform and Consumer Protection Act of 2009 (HR 4173); Information related to stranger-owned life insurance; insurance regulation
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Retirement Account Distribution Improvement Act of 2009 (S. 157; HR 424); Defined Contribution Fee Dislcosure Act of 2009 (S. 401, HR 2779); 401(k) Fair Disclosure & Pension Security Act of 2009 (HR 1984 and 2989); Conflicted Investment Advice Prohibition Act of 2009 (HR 1988); Saving for American Families' Future Act of 2009 (HR 1961); Lifetime Income Disclosure Act (S 2832); Preserve Benefits and Jobs Act of 2009 (HR 3936); Retirement Fairness Act of 2009 (HR 4126);
Agencies Lobbied
U.S. House of Representatives
4th Quarter, 2009
In Q4, Barbour Griffith & Rogers, LLC d/b/a BGR Government Affairs lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $30,000. The report was filed on Jan. 19, 2010.
Original Filing: 300239815.xml
Lobbying Issues
Taxation of retirement products; legislation relating to estate taxes, capital gains and stock dividends; the Taxpayer Certainty & Relief Act of 2009, provisions relating to estate taxes, capital gains and stock dividends (S 722); Retirement Security for Life Act of 2009 (S1297); Capital Gains & Estate Tax Relief Act of 2009 (HR 498); deductibility issues; Retirement Security Needs Lifetime Payment Act of 2009 (HR 2748); Generating Retirement Ownership through Long Term Holding Act (HR 3429)
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Affordable Health Choices Act, subtitle H-Class Act, Sections 190 and 191 (S1679); Restoring American Financial Stability Act, discussion draft (S. ____); the Patients Protection and Affordable Health Care Act, Title VIII - The Class Act (HR 3590); Employer Owned Life Insurance Limitation Act (HR 3669); the Wall Street Reform and Consumer Protection Act of 2009 (HR 4173); Information related to stranger-owned life insurance; insurance regulation
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Retirement Account Distribution Improvement Act of 2009 (S. 157; HR 424); Defined Contribution Fee Dislcosure Act of 2009 (S. 401, HR 2779); 401(k) Fair Disclosure & Pension Security Act of 2009 (HR 1984 and 2989); Conflicted Investment Advice Prohibition Act of 2009 (HR 1988); Saving for American Families' Future Act of 2009 (HR 1961); Lifetime Income Disclosure Act (S 2832); Preserve Benefits and Jobs Act of 2009 (HR 3936); Retirement Fairness Act of 2009 (HR 4126)
Agencies Lobbied
U.S. House of Representatives
3rd Quarter, 2009
In Q3, Barbour Griffith & Rogers, LLC d/b/a BGR Government Affairs lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $30,000. The report was filed on Oct. 19, 2009.
Original Filing: 300213914.xml
Lobbying Issues
Taxation of retirement products; legislation relating to estate taxes, capital gains and stock dividends; the Taxpayer Certainty & Relief Act of 2009, provisions relating to estate taxes, capital gains and stock dividends (S 722); Retirement Security for Life Act of 2009 (S1297); Capital Gains & Estate Tax Relief Act of 2009 (HR 498); deductibility issues; Stop Tax Haven Abuse Act (S. 506); Certain Estate Tax Relief Act of 2009 (HR 436); Retirement Security Needs Lifetime Payment Act of 2009 (HR 2748)
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Affordable Health Choices Act, subtitle H-Class Act, Sections 190 and 191 (S1679); Community Living Assistance Services Act, Section 191 of the draft; Information related to stranger-owned life insurance; insurance regulation; discussion draft of the Investor Protection Act of 2009
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Retirement Account Distribution Improvement Act of 2009 (S. 157; HR 424); Defined Contribution Fee Dislcosure Act of 2009 (S. 401, HR 2779); 401(k) Fair Disclosure & Pension Security Act of 2009 (HR 1984 and 2989); Conflicted Investment Advice Prohibition Act of 2009 (HR 1988); Saving for American Families' Future Act of 2009 (HR 1961)
Agencies Lobbied
U.S. House of Representatives
2nd Quarter, 2009
In Q2, Barbour Griffith & Rogers, LLC d/b/a BGR Government Affairs lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $30,000. The report was filed on July 20, 2009.
Original Filing: 300193523.xml
Lobbying Issues
Taxation of retirement products; legislation relating to estate taxes, capital gains and stock dividends; the Taxpayer Certainty & Relief Act of 2009, provisions relating to estate taxes, capital gains and stock dividends (S 722); Retirement Security for Life Act of 2009 (S1297); Capital Gains & Estate Tax Relief Act of 2009 (HR 498); deductibility issues
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Insurance regulation, including information regarding "stranger-owned life insurance;" National Insurance Consumer Protection Act (HR 1880); The Long-Term Care and Affordability & Security Act of 2009 (HR 2096)
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Retirement Account Distribution Improvement Act of 2009 (S. 157; HR 424); Defined Contribution Fee Dislcosure Act of 2009 (S. 401); 401(k) Fair Disclosure & Pension Security Act of 2009 (HR 2989)
Agencies Lobbied
U.S. House of Representatives
1st Quarter, 2009
In Q1, Barbour Griffith & Rogers, LLC d/b/a BGR Government Affairs lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $40,000. The report was filed on April 20, 2009.
Original Filing: 300156911.xml
Lobbying Issues
Taxation of retirement products; legislation relating to estate taxes, capital gains and stock dividends
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Insurance regulation, including information regarding "stranger-owned life insurance" and national insurance regulation.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Retirement Account Distribution Improveent Act of 2009, S. 157; Lilly Ledbelter Fiar Pay Act of 2009, S. 181; Defined Contribution Fee Disclosure Act of 2009, S. 401; Benefit pension funding relief; 401(k) plan fee disclosures
Agencies Lobbied
U.S. House of Representatives
4th Quarter, 2008
In Q4, Barbour Griffith & Rogers, LLC d/b/a BGR Holding lobbied for Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) , earning $30,000. The report was filed on Jan. 19, 2009.
Original Filing: 300126575.xml
Lobbying Issues
Taxation of retirement products.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Insurance regulation, including S. 2794, Senior Investor Protection Act of 2008; H.R. 5611, National Association of Agents and Brokers Return Act of 2008; H.R. 5840, Insurance Information Act of 2008.
Mortgage reform.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
H.R. 5160, Small Business Add Value for Employers Act of 2008; H.R. 6143, The Pension Protection Act - ERISA Amendments of 2008; H.R. 3361, Pension Protection Technical Corrections Act of 2008.
Agencies Lobbied
U.S. House of Representatives
3rd Quarter, 2008
Barbour Griffith & Rogers, LLC d/b/a BGR Holding amended a lobbying report for representation of Massachusetts Mutual Life Insurance Company (MassMutual Financial Group) in Q32008 on Oct. 28, 2008.
Original Filing: 300110108.xml
Lobbying Issues
Taxation of retirement products.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Insurance regulation, including S. 2794, Senior Investor Protection Act of 2008; H.R. 5611, National Association of Agents and Brokers Return Act of 2008; H.R. 5840, Insurance Information Act of 2008.
Mortgage reform.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
H.R. 5160, Small Business Add Value for Employers Act of 2008; H.R. 6143, The Pension Protection Act - ERISA Amendments of 2008; H.R. 3361, Pension Protection Technical Corrections Act of 2008.
Agencies Lobbied
U.S. House of Representatives
3rd Quarter, 2008
In Q3, Barbour Griffith & Rogers, LLC d/b/a BGR Holding lobbied for MassMutual Financial Group , earning $30,000. The report was filed on Oct. 17, 2008.
Original Filing: 300097879.xml
Lobbying Issues
Taxation of retirement products.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Insurance regulation, including S. 2794, Senior Investor Protection Act of 2008; H.R. 5611, National Association of Agents and Brokers Return Act of 2008; H.R. 5840, Insurance Information Act of 2008.
Mortgage reform.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
H.R. 5160, Small Business Add Value for Employers Act of 2008; H.R. 6143, The Pension Protection Act - ERISA Amendments of 2008; H.R. 3361, Pension Protection Technical Corrections Act of 2008.
Agencies Lobbied
U.S. House of Representatives
2nd Quarter, 2008
In Q2, Barbour Griffith & Rogers, LLC d/b/a BGR Holding lobbied for MassMutual Financial Group , earning $30,000. The report was filed on July 18, 2008.
Original Filing: 300072124.xml
Lobbying Issues
Taxation of retirement products.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Insurance regulation, including S. 2794 Senior Investor Protection Act of 2008; H.R. 5611, The National Association of Agents and Brokers Return Act of 2008; H.R. 5840, Insurance Information Act of 2008.
Mortgage reform.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
H.R. 5160, Small Business Add Value for Employees Act of 2008; H.R. 6143, The Pension Protection Act - ERISA Amendments of 2008; H.R. Pension Protection Technical Corrections Act of 2008;
Agencies Lobbied
U.S. House of Representatives
1st Quarter, 2008
In Q1, Barbour Griffith & Rogers, LLC d/b/a BGR Holding lobbied for MassMutual Financial Group , earning $30,000. The report was filed on April 21, 2008.
Original Filing: 300049576.xml
Lobbying Issues
Taxation of retirement products
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
S. 40, The "National Insurance Act of 2007" - A bill to attthorize the issuance of Federal charters and licenses for carrying on the
sale, solicitation, negotiation, and underwriting of insurance or any other insurance operations; to provide a comprehensive
system for the Federal regulation and supervision of national insurers and national agencies; to provide for policyholder
protections in the event of an insolvency or the impairment of a national insurer; and for other purposes.H.R. 3200, The "National Insurance Act of 2007 - A bill to authorize the issuance of Federal charters and licenses for carrying
on the sale, solicitation, negotiation, and underwriting of insurance or any other insurance operations; to provide a
comprehensive system for the Federal regulation and supervision of national insurers and national agencies; to provide for
policyholder protections in the event of an insolvency or the impairment of a national insurer; and for other purposes.
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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