H.R. 1165 Data Privacy Act of 2023. Issue: data privacy.
H.R. 2891 / S. 1323. SAFE Banking Act of 2023.
H.R. 1807 Improving Disclosures for Investors Act of 2023. Issue: electronic delivery of certain required disclosures.
Public Law 117-328 Consolidated Appropriations Act of 2023. Issue: implementation of Registration for Indexed-Linked Annuities Act (S. 3198).
No bill number. Issues regarding SEC's liquidity and swing pricing proposal.
S. 1714 / H.R. 3481 The FAMILY Act. Issue: paid family and medical leave.
H.R. 5707 Secure Family Futures Act of 2023. Issue: Debt investment tax change from capital to ordinary.
P.L. 117-169 Inflation Reduction Act. Issue: implementation of corporate minimum tax.
No bill number. Issue: life insurance tax stabilization.
No bill number. Issue: tri-agencies (HHS, Treasury and Labor) proposed rule on excepted benefits.
P.L. 117-328 Consolidated Appropriations Act of 2023. Issue: implementation of SECURE 2.0.
H.R. 3063 Fairness for Charities and Educational Institutions Act of 2023. Issue: expansion of investment options for 403(b) plans.
No bill number. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes.
No bill number. Issues related to lifetime income products in qualified retirement plans.
Duration: November 1, 2007
to
present
General Issues: Financial Institutions/Investments/Securities , Taxation/Internal Revenue Code , Retirement , Insurance , Health Issues
Spending: about $21,850,000 (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 2007: U.S. Senate, House of Representatives, Labor - Dept of (DOL), Securities & Exchange Commission (SEC), Treasury - Dept of, Natl Economic Council (NEC), Commerce - Dept of (DOC), U.S. Senate,, Labor - Dept of (DOL),, Y
Y
Lobbyists
Lobbyists named here were listed on a filing related to this lobbying engagement. They may not be working on it now. Occasionally, a single lobbyist whose name is spelled two different ways on filings may be represented twice here.
Disclosures Filed
Once a lobbying engagement begins, the lobbyist or firm is required to file updates four times a year. Those updates sometimes change which lobbyists are involved or add new issues being discussed. When lobbyists stop working for a client, the firm is also supposed to file a report disclosing the end of the relationship.
1st Quarter, 2024
In Q1, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on April 22.
Original Filing: 301573259.xml
Lobbying Issues
H.R. 1165 Data Privacy Act of 2023. Issue: data privacy.
H.R. 2891 / S. 1323. SAFE Banking Act of 2023.
H.R. 1807 Improving Disclosures for Investors Act of 2023. Issue: electronic delivery of certain required disclosures.
Public Law 117-328 Consolidated Appropriations Act of 2023. Issue: implementation of Registration for Indexed-Linked Annuities Act (S. 3198).
No bill number. Issues regarding SEC's liquidity and swing pricing proposal.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
S. 1714 / H.R. 3481 The FAMILY Act. Issue: paid family and medical leave.
H.R. 5707 Secure Family Futures Act of 2023. Issue: Debt investment tax change from capital to ordinary.
P.L. 117-169 Inflation Reduction Act. Issue: implementation of corporate minimum tax.
No bill number. Issue: life insurance tax stabilization.
No bill number. Issue: tri-agencies (HHS, Treasury and Labor) proposed rule on excepted benefits.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
P.L. 117-328 Consolidated Appropriations Act of 2023. Issue: implementation of SECURE 2.0.
H.R. 3063 Fairness for Charities and Educational Institutions Act of 2023. Issue: expansion of investment options for 403(b) plans.
No bill number. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes.
No bill number. Issues related to lifetime income products in qualified retirement plans.
Agencies Lobbied
U.S. Senate
4th Quarter, 2023
In Q4, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on Jan. 22.
Original Filing: 301540179.xml
Lobbying Issues
H.R. 1165 Data Privacy Act of 2023. Issue: data privacy.
H.R. 2891 / S. 1323. SAFE Banking Act of 2023.
H.R. 1807 Improving Disclosures for Investors Act of 2023. Issue: electronic delivery of certain required disclosures.
Public Law 117-328 Consolidated Appropriations Act of 2023. Issue: implementation of Registration for Indexed-Linked Annuities Act (S. 3198).
No bill number. Issues regarding SEC's liquidity and swing pricing proposal.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
S. 1714 / H.R. 3481 The FAMILY Act. Issue: paid family and medical leave.
H.R. 5707 Secure Family Futures Act of 2023. Issue: Debt investment tax change from capital to ordinary.
P.L. 117-169 Inflation Reduction Act. Issue: implementation of corporate minimum tax.
No bill number. Issue: life insurance tax stabilization.
No bill number. Issue: tri-agencies (HHS, Treasury and Labor) proposed rule on excepted benefits.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
P.L. 117-328 Consolidated Appropriations Act of 2023. Issue: implementation of SECURE 2.0.
H.R. 3063 Fairness for Charities and Educational Institutions Act of 2023. Issue: expansion of investment options for 403(b) plans.
No bill number. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes.
No bill number. Issues related to lifetime income products in qualified retirement plans.
Agencies Lobbied
U.S. Senate
3rd Quarter, 2023
In Q3, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on Oct. 20, 2023.
Original Filing: 301516117.xml
Lobbying Issues
H.R. 1165 Data Privacy Act of 2023. Issue: data privacy.
H.R. 2891 / S. 1323. SAFE Banking Act of 2023.
H.R. 1807 Improving Disclosures for Investors Act of 2023. Issue: electronic delivery of certain required disclosures.
Public Law 117-328 Consolidated Appropriations Act of 2023. Issue: implementation of Registration for Indexed-Linked Annuities Act (S. 3198).
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
S. 1714 / H.R. 3481 The FAMILY Act. Issue: paid family and medical leave.
P.L. 117-169 Inflation Reduction Act. Issue: implementation of corporate minimum tax.
No bill number. Issue: ordinary treatment of bonds.
No bill number. Issue: life insurance tax stabilization.
No bill number. Issue: tri-agency (HHS, Treasury and Labor) proposed rule on excepted benefits.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
P.L. 117-328 Consolidated Appropriations Act of 2023. Issue: implementation of SECURE 2.0.
H.R. 3063 Fairness for Charities and Educational Institutions Act of 2023. Issue: lifetime income opportunities.
Agencies Lobbied
U.S. Senate
2nd Quarter, 2023
In Q2, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on July 20, 2023.
Original Filing: 301492723.xml
Lobbying Issues
H.R. 1165 Data Privacy Act of 2023. Issue: data privacy.
H.R. 2891 / S. 1323. SAFE Banking Act of 2023.
H.R. 1807Improving Disclosures for Investors Act of 2023. Issue: electronic delivery of certain required disclosures.
Public Law 117-328 Consolidated Appropriations Act of 2023. Issue: implementation of Registration for Indexed-Linked Annuities Act (S. 3198).
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
S. 1714 / H.R. 3481 The FAMILY Act. Issue: paid family and medical leave.
P.L. 117-169 Inflation Reduction Act. Issue: implementation of corporate minimum tax.
No bill number. Issue: ordinary treatment of bonds.
No bill number. Issue: life insurance tax stabilization.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
P.L. 117-328 Consolidated Appropriations Act of 2023. Issue: implementation of SECURE 2.0.
H.R. 3063 Fairness for Charities and Educational Institutions Act of 2023. Issue: lifetime income opportunities.
Agencies Lobbied
U.S. Senate
1st Quarter, 2023
In Q1, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on April 20, 2023.
Original Filing: 301467987.xml
Lobbying Issues
HR 1165 Data Privacy Act of 2023. Issue: data privacy.
Implementation of Registration for Indexed-Linked Annuities Act.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
PL 117-169 Inflation Reduction Act. Issue: implementation of corporate minimum tax.
Issue: ordinary treatment of bonds.
Issue: life insurance tax stabilization.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
PL 117-328 Consolidated Appropriations Act of 2023. Issue: retirement savings.
Issue: paid family and medical leave.
Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Issue: regulatory reform, insurance capital standards.
Issue: Environmental, Social, and Corporate Governance (ESG).
Agencies Lobbied
U.S. Senate
4th Quarter, 2022
In Q4, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on Jan. 20, 2023.
Original Filing: 301441560.xml
Lobbying Issues
PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: Implementation issues including insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care.
HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses.
HR 4865/S3198 Registration for Index-Linked Annuities Act. Issue: index-linked annuities.
HR 8152 American Data Privacy and Protection Act. Issue: data privacy.
No bill number. Draft legislation that would require notice of data security breaches. Issue: data privacy.
No bill number. Issue: diversity and inclusion in financial services.
No bill number. Issue: covered agreement on prudential measures regarding the business of insurance and reinsurance.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
PL 117-169 Inflation Reduction Act.
S 2621 Modernization of Derivatives Tax Act of 2021. Issue: ordinary treatment of bonds.
HR 5376 Build Back Better Act.
S 4820 / HR 7107 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave.
Consolidated Appropriations Act of 2023. Issue: retirement savings.
PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act.
S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts.
HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings.
S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans.
HR 804/S 248 FAMILY Act. Issue: paid family and medical leave.
S 4808 The Enhancing American Retirement Now (EARN) Act. Issue: retirement.
Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
Agencies Lobbied
U.S. Senate
Lobbying Issues
PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards.
HR 842/S 420 Protecting Workers Freedom to Organize Act. Issue: independent contractor status.
No bill number. Issue: Environmental, Social, and Corporate Governance (ESG).
Agencies Lobbied
U.S. Senate
3rd Quarter, 2022
In Q3, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on Oct. 20, 2022.
Original Filing: 301419118.xml
Lobbying Issues
PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: Implementation issues including insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care.
HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses.
HR 4865/S3198 Registration for Index-Linked Annuities Act. Issue: index-linked annuities.
HR 8152 American Data Privacy and Protection Act. Issue: data privacy.
No bill number. Draft legislation that would require notice of data security breaches. Issue: data privacy.
No bill number. Issue: diversity and inclusion in financial services.
No bill number. Issue: covered agreement on prudential measures regarding the business of insurance and reinsurance.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
PL 117-169 Inflation Reduction Act.
S 2621 Modernization of Derivatives Tax Act of 2021. Issue: ordinary treatment of bonds.
HR 3684 Infrastructure Investment and Jobs Act.
HR 5376 Build Back Better Act.
S 4820 / HR 7107 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty.
HR 4289 WISH ACT. Issue: long term care.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave.
PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act.
S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts.
HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings.
S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans.
HR 804/S 248 FAMILY Act. Issue: paid family and medical leave.
S 4808 The Enhancing American Retirement Now (EARN) Act. Issue: retirement.
Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
Agencies Lobbied
U.S. Senate
Lobbying Issues
PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards.
HR 842/S 420 Protecting Workers Freedom to Organize Act. Issue: independent contractor status.
No bill number. Issue: Environmental, Social, and Corporate Governance (ESG).
Agencies Lobbied
U.S. Senate
2nd Quarter, 2022
In Q2, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on July 20, 2022.
Original Filing: 301395345.xml
Lobbying Issues
PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: Implementation issues including insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care.
HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses.
No bill number. Issue: diversity and inclusion in financial services.
No bill number. Issue: covered agreement on prudential measures regarding the business of insurance and reinsurance.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
S 2621 Modernization of Derivatives Tax Act of 2021. Issue: ordinary treatment of bonds.
HR 3684 Infrastructure Investment and Jobs Act.
HR 5376 Build Back Better Act.
S 4820 / HR 7107 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty.
HR 4289 WISH ACT. Issue: long term care.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave.
PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act.
S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts.
HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings.
S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans.
HR 804/S 248 FAMILY Act. Issue: paid family and medical leave.
Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
Agencies Lobbied
U.S. Senate
Lobbying Issues
PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards.
HR 842/S 420 Protecting Workers Freedom to Organize Act. Issue: independent contractor status.
No bill number. Issue: Environmental, Social, and Corporate Governance (ESG).
Agencies Lobbied
U.S. Senate
1st Quarter, 2022
LINCOLN NATIONAL CORPORATION amended a lobbying report for in-house lobbying in Q12022 on April 21, 2022
Original Filing: 301372822.xml
Lobbying Issues
PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: Implementation issues including insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care.
HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses.
No bill number. Issue: diversity and inclusion in financial services.
No bill number. Issue: covered agreement on prudential measures regarding the business of insurance and reinsurance.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
S 2621 Modernization of Derivatives Tax Act of 2021. Issue: ordinary treatment of bonds.
HR 3684 Infrastructure Investment and Jobs Act.
HR 5376 Build Back Better Act.
S 4820 / HR 7107 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty.
HR 4289 WISH ACT. Issue: long term care.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave.
PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act within this government funding bill.
S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts.
HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings.
S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans.
HR 804/S 248 FAMILY Act. Issue: paid family and medical leave.
Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
Agencies Lobbied
U.S. Senate
Lobbying Issues
PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards.
HR 842/S 420 Protecting Workers Freedom to Organize Act. Issue: independent contractor status.
No bill number. Issue: Environmental, Social, and Corporate Governance (ESG).
Agencies Lobbied
U.S. Senate
1st Quarter, 2022
In Q1, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on April 20, 2022.
Original Filing: 301371252.xml
Lobbying Issues
PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: Implementation issues including insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care.
HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses.
No bill number. Issue: diversity and inclusion in financial services.
No bill number. Issue: covered agreement on prudential measures regarding the business of insurance and reinsurance.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
S 2621 Modernization of Derivatives Tax Act of 2021. Issue: ordinary treatment of bonds.
HR 3684 Infrastructure Investment and Jobs Act.
HR 5376 Build Back Better Act.
S 4820 / HR 7107 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty.
HR 4289 WISH ACT. Issue: long term care.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave.
PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act within this government funding bill.
S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts.
HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings.
S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans.
HR 804/S 248 FAMILY Act. Issue: paid family and medical leave.
Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
Agencies Lobbied
U.S. Senate
Lobbying Issues
PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards.
HR 842/S 420 Protecting Workers Freedom to Organize Act. Issue: independent contractor status.
No bill number. Issue: Environmental, Social, and Corporate Governance (ESG).
Agencies Lobbied
U.S. Senate
4th Quarter, 2021
In Q4, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on Jan. 20, 2022.
Original Filing: 301336320.xml
Lobbying Issues
PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: Implementation issues including insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care.
HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses.
No bill number. Issue: diversity and inclusion in financial services.
No bill number. Issue: covered agreement on prudential measures regarding the business of insurance and reinsurance.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
S 2621 Modernization of Derivatives Tax Act of 2021. Issue: ordinary treatment of bonds.
HR 3684 Infrastructure Investment and Jobs Act.
HR 5376 Build Back Better Act.
S 4820 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty.
HR 4289 WISH ACT. Issue: long term care.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
HR 5376 Build Back Better Act. Issue: automatic retirement plans; paid family and medical leave.
PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act within this government funding bill.
S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts.
HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings.
S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans.
HR 804/S 248 FAMILY Act. Issue: paid family and medical leave.
Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
Agencies Lobbied
U.S. Senate
Lobbying Issues
PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards.
HR 842/S 420 Protecting Workers Freedom to Organize Act. Issue: independent contractor status.
No bill number. Issue: Environmental, Social, and Corporate Governance (ESG).
Agencies Lobbied
U.S. Senate
3rd Quarter, 2021
In Q3, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on Oct. 20, 2021.
Original Filing: 301313652.xml
Lobbying Issues
HR 133 Consolidated Appropriations Act of 2021. Year end funding and COVID relief bill. Issue: The CARES Act temporarily suspends the generally accepted accounting principles (GAAP) requirements for the Troubled Debt Restructuring (TDR) classifications on loans. Extends this provision for an additional year, to January 1, 2022.
PL 116-136 - Coronavirus Aid, Relief and Economic Security (CARES) Act. This bill responds to the COVID-19 outbreak and its impact on public health, the economy and state and local governments, families and businesses. Issue: application of Section 4013 (Troubled Debt Restructurings) and Section 4014 (Current Expected Credit Losses) for financial institutions; Remote Online Notarization (RON).
PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: Implementation issues including insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care.
HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses.
No bill number. Issue: diversity and inclusion in financial services.
No bill number. Issue: covered agreement on prudential measures regarding the business of insurance and reinsurance.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
S 2621 Modernization of Derivatives Tax Act of 2021. Issue: ordinary treatment of bonds.
HR 3684 Infrastructure Investment and Jobs Act.
HR 5376 Build Back Better Act.
S 4820 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty.
HR 4289 WISH ACT. Issue: long term care.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
HR 5376 Build Back Better Act. Issue: automatic retirement plans.
PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act within this government funding bill.
Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
S 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts.
HR 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings.
S 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans.
HR 804/S 248 FAMILY Act. Issue: paid family and medical leave.
Discussion draft of Building an Economy for Families Act. Issue: paid family and medical leave.
Agencies Lobbied
U.S. Senate
Lobbying Issues
PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards.
HR 842/S 420 Protecting Workers Freedom to Organize Act. To amend the National Labor Relations Act, the Labor Management Relations Act, 1947, and the Labor-Management Reporting and Disclosure Act of 1959. Issue: independent contractor status.
No bill number. Issue: Environmental, Social, and Corporate Governance (ESG).
No bill number. Registration for Index-Linked Annuities Act. Issue: index-linked annuities.
Agencies Lobbied
U.S. Senate
2nd Quarter, 2021
In Q2, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on July 20, 2021.
Original Filing: 301290860.xml
Lobbying Issues
HR 133 Consolidated Appropriations Act of 2021. Year end funding and COVID relief bill. Issue: The CARES Act temporarily suspends the generally accepted accounting principles (GAAP) requirements for the Troubled Debt Restructuring (TDR) classifications on loans. Extends this provision for an additional year, to January 1, 2022.
PL 116-136 - Coronavirus Aid, Relief and Economic Security (CARES) Act. This bill responds to the COVID-19 outbreak and its impact on public health, the economy and state and local governments, families and businesses. Issue: application of Section 4013 (Troubled Debt Restructurings) and Section 4014 (Current Expected Credit Losses) for financial institutions; Remote Online Notarization (RON).
PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: Implementation issues including insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care.
HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses.
No bill number. Issue: diversity and inclusion in financial services.
No bill number. Issue: covered agreement on prudential measures regarding the business of insurance and reinsurance.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
S 4820 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty.
Life Insurance Product and Tax Stabilization Proposal (no bill introduced yet).
S 1628 Paid Family Leave Pilot Extension Act. Issue: tax credit for employers that provide paid family leave.
Infrastructure package (no bill introduced yet)
Suozzi WISH ACT." Issue: long term care.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act within this government funding bill.
Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
S. 1870 the Enhancing Emergency and Retirement Savings Act of 2021. Issue: retirement accounts.
H.R. 2954/S 1770 Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act. Issue: retirement savings.
S. 1703 The Improving Access to Retirement Savings Act of 2021: retirement plans.
HR 804/S 248 FAMILY Act. Issue: paid family and medical leave.
No bill number. Discussion draft of Building an Economy for Families Act. Issue: paid family and medical leave.
Agencies Lobbied
U.S. Senate
Lobbying Issues
PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards.
H.R. 842/S.420 Protecting Workers Freedom to Organize Act. To amend the National Labor Relations Act, the Labor Management Relations Act, 1947, and the Labor-Management Reporting and Disclosure Act of 1959. Issue: independent contractor status.
No bill number. Issue: Environmental, Social, and Corporate Governance (ESG).
No bill number. Registration for Index-Linked Annuities Act. Issue: index-linked annuities.
Agencies Lobbied
U.S. Senate
1st Quarter, 2021
In Q1, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on April 20, 2021.
Original Filing: 301267081.xml
Lobbying Issues
HR 133 Consolidated Appropriations Act of 2021. Year end funding and COVID relief bill. Issue: The CARES Act temporarily suspends the generally accepted accounting principles (GAAP) requirements for the Troubled Debt Restructuring (TDR) classifications on loans. Extends this provision for an additional year, to January 1, 2022.
PL 116-136 - Coronavirus Aid, Relief and Economic Security (CARES) Act. This bill responds to the COVID-19 outbreak and its impact on public health, the economy and state and local governments, families and businesses. Issue: application of Section 4013 (Troubled Debt Restructurings) and Section 4014 (Current Expected Credit Losses) for financial institutions; Remote Online Notarization (RON).
PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: Implementation issues including insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care.
HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses.
No bill number. Issue: diversity and inclusion in financial services.
No bill number. Issue: covered agreement on prudential measures regarding the business of insurance and reinsurance.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
S 4820 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty.
PL 116-136 - Coronavirus Aid, Relief and Economic Security (CARES) Act. This bill responds to the COVID-19 outbreak and its impact on public health, the economy and state and local governments, families and businesses. Issue: life insurance tax provisions and Net Operating Loss clarification
Wyden Tax Wealth Like Wages (mark-to-market) discussion paper
Life Insurance Product and Tax Stabilization Proposal (no bill introduced yet).
S 1628 Paid Family Leave Pilot Extension Act. Issue: tax credit for employers that provide paid family leave.
No bill number: COVID-19 response tax proposals re: Section 7702 and ordinary treatment of bonds
No bill number: tax incentives for private long term care insurance
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
HR 8696 Securing a Strong Retirement Act of 2020. Issue: retirement security.
PL 116-136 Coronavirus Aid, Relief and Economic Security (CARES) Act. This bill responds to the COVID-19 outbreak and its impact on public health, the economy and state and local governments, families and businesses. Issue: retirement plan distributions, loans and RMD relief.
PL 116-127 Families First Coronavirus Response Act. Issue: paid family and medical leave.
PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act within this government funding bill.
Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
HR 6800 HEROES Act. Issue: Paycheck Protection Program and paid family and medical leave.
HR 1185/S 463 FAMILY Act. Issue: paid family and medical leave.
Agencies Lobbied
U.S. Senate
Lobbying Issues
PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards.
Agencies Lobbied
U.S. Senate
4th Quarter, 2020
In Q4, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on Jan. 21, 2021.
Original Filing: 301245758.xml
Lobbying Issues
HR 133 Consolidated Appropriations Act of 2021. Year end funding and COVID relief bill. Issue: The CARES Act temporarily suspends the generally accepted accounting principles (GAAP) requirements for the Troubled Debt Restructuring (TDR) classifications on loans. Extends this provision for an additional year, to January 1, 2022.
PL 116-136 - Coronavirus Aid, Relief and Economic Security (CARES) Act. This bill responds to the COVID-19 outbreak and its impact on public health, the economy and state and local governments, families and businesses. Issue: application of Section 4013 (Troubled Debt Restructurings) and Section 4014 (Current Expected Credit Losses) for financial institutions; Remote Online Notarization (RON).
PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: Implementation issues including insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care.
HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses.
No bill number. Issue: diversity and inclusion in financial services.
No bill number. Issue: covered agreement on prudential measures regarding the business of insurance and reinsurance.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
S 4820 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty.
PL 116-136 - Coronavirus Aid, Relief and Economic Security (CARES) Act. This bill responds to the COVID-19 outbreak and its impact on public health, the economy and state and local governments, families and businesses. Issue: life insurance tax provisions and Net Operating Loss clarification
Wyden Tax Wealth Like Wages (mark-to-market) discussion paper
Life Insurance Product and Tax Stabilization Proposal (no bill introduced yet).
S 1628 Paid Family Leave Pilot Extension Act. Issue: tax credit for employers that provide paid family leave.
No bill number: COVID-19 response tax proposals re: Section 7702 and ordinary treatment of bonds
No bill number: tax incentives for private long term care insurance
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
HR 8696 Securing a Strong Retirement Act of 2020. Issue: retirement security.
PL 116-136 Coronavirus Aid, Relief and Economic Security (CARES) Act. This bill responds to the COVID-19 outbreak and its impact on public health, the economy and state and local governments, families and businesses. Issue: retirement plan distributions, loans and RMD relief.
PL 116-127 Families First Coronavirus Response Act. Issue: paid family and medical leave.
PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act within this government funding bill.
Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
HR 6800 HEROES Act. Issue: Paycheck Protection Program and paid family and medical leave.
HR 1185/S 463 FAMILY Act. Issue: paid family and medical leave.
S 1628 Paid Family Leave Pilot Extension Act. Issue: paid family and medical leave
HR 1940/S 920 New Parents Act of 2019. Issue: paid family and medical leave.
HR 2163 To amend the Internal Revenue Code of 1986 to allow for tax-advantaged distributions from health savings accounts during family or medical leave, and for other purposes.
Discussion draft CRADLE Act. Issue: paid family and medical leave.
Proposed FY 2020 budget proposal on paid family and medical leave.
Agencies Lobbied
U.S. Senate
Lobbying Issues
PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards.
Agencies Lobbied
U.S. Senate
3rd Quarter, 2020
In Q3, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on Oct. 20, 2020.
Original Filing: 301223645.xml
Lobbying Issues
PL 116-136 - Coronavirus Aid, Relief and Economic Security (CARES) Act. This bill responds to the COVID-19 outbreak and its impact on public health, the economy and state and local governments, families and businesses. Issue: application of Section 4013 (Troubled Debt Restructurings) and Section 4014 (Current Expected Credit Losses) for financial institutions; Remote Online Notarization (RON).
PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: Implementation issues including insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care.
HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses.
No bill number. Issue: diversity and inclusion in financial services.
No bill number. Issue: covered agreement on prudential measures regarding the business of insurance and reinsurance.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
PL 116-136 - Coronavirus Aid, Relief and Economic Security (CARES) Act. This bill responds to the COVID-19 outbreak and its impact on public health, the economy and state and local governments, families and businesses. Issue: life insurance tax provisions and Net Operating Loss clarification
Wyden Tax Wealth Like Wages (mark-to-market) discussion paper
Life Insurance Product and Tax Stabilization Proposal (no bill introduced yet).
S 1628 Paid Family Leave Pilot Extension Act. Issue: tax credit for employers that provide paid family leave.
No bill number: COVID-19 response tax proposals re: Section 7702 and ordinary treatment of bonds
No bill number: tax incentives for private long term care insurance
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
PL 116-136 Coronavirus Aid, Relief and Economic Security (CARES) Act. This bill responds to the COVID-19 outbreak and its impact on public health, the economy and state and local governments, families and businesses. Issue: retirement plan distributions, loans and RMD relief.
PL 116-127 Families First Coronavirus Response Act. Issue: paid family and medical leave.
PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act within this government funding bill.
Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
HR 6800 HEROES Act. Issue: Paycheck Protection Program and paid family and medical leave.
HR 1185/S 463 FAMILY Act. Issue: paid family and medical leave.
S 1628 Paid Family Leave Pilot Extension Act. Issue: paid family and medical leave
HR 1940/S 920 New Parents Act of 2019. Issue: paid family and medical leave.
HR 2163 To amend the Internal Revenue Code of 1986 to allow for tax-advantaged distributions from health savings accounts during family or medical leave, and for other purposes.
Discussion draft CRADLE Act. Issue: paid family and medical leave.
Proposed FY 2020 budget proposal on paid family and medical leave.
Agencies Lobbied
U.S. Senate
Lobbying Issues
PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards.
Agencies Lobbied
U.S. Senate
2nd Quarter, 2020
In Q2, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on July 20, 2020.
Original Filing: 301198019.xml
Lobbying Issues
PL 116-136 - Coronavirus Aid, Relief and Economic Security (CARES) Act. This bill responds to the COVID-19 outbreak and its impact on public health, the economy and state and local governments, families and businesses. Issue: application of Section 4013 (Troubled Debt Restructurings) and Section 4014 (Current Expected Credit Losses) for financial institutions; Remote Online Notarization (RON).
PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: Implementation issues including insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care.
S 603 Financial Stability Oversight Council Improvement Act of 2019. Issue: FSOC reform.
HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses.
No bill number. Issue: diversity and inclusion in financial services.
No bill number. Issue: covered agreement on prudential measures regarding the business of insurance and reinsurance.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
PL 116-136 - Coronavirus Aid, Relief and Economic Security (CARES) Act. This bill responds to the COVID-19 outbreak and its impact on public health, the economy and state and local governments, families and businesses. Issue: life insurance tax provisions and Net Operating Loss clarification
Wyden Tax Wealth Like Wages (mark-to-market) discussion paper
Life Insurance Product and Tax Stabilization Proposal (no bill introduced yet).
Tax reform issues: taxation of life insurance products and companies, general tax issues.
PL 115-97 Issues: implementation of provisions impacting life insurers.
S 1628 Paid Family Leave Pilot Extension Act. Issue: tax credit for employers that provide paid family leave.
No bill number: COVID-19 response tax proposals re: Section 7702 and ordinary treatment of bonds
No bill number: tax incentives for private long term care insurance
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
PL 116-136 Coronavirus Aid, Relief and Economic Security (CARES) Act. This bill responds to the COVID-19 outbreak and its impact on public health, the economy and state and local governments, families and businesses. Issue: retirement plan distributions, loans and RMD relief.
PL 116-127 Families First Coronavirus Response Act. Issue: paid family and medical leave.
PL 116-94 The Further Consolidated Appropriations Act of 2020. Issue: implementation of the SECURE Act within this government funding bill.
Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension ref
HR 1185/S 463 FAMILY Act. Issue: paid family and medical leave.
S 1628 Paid Family Leave Pilot Extension Act. Issue: paid family and medical leave
HR 1940/S 920 New Parents Act of 2019. Issue: paid family and medical leave.
HR 2163 To amend the Internal Revenue Code of 1986 to allow for tax-advantaged distributions from health savings accounts during family or medical leave, and for other purposes.
Discussion draft CRADLE Act. Issue: paid family and medical leave.
Proposed FY 2020 budget proposal on paid family and medical leave.
Agencies Lobbied
U.S. Senate
Lobbying Issues
PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards.
Agencies Lobbied
U.S. Senate
1st Quarter, 2020
In Q1, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on April 20, 2020.
Original Filing: 301179474.xml
Lobbying Issues
HR 748 - Coronavirus Aid, Relief and Economic Security (CARES) Act. This bill responds to the COVID-19 outbreak and its impact on public health, the economy and state and local governments, families and businesses. Issue: application of Section 4013 (Troubled Debt Restructurings) and Section 4014 (Current Expected Credit Losses) for financial institutions; Remote Online Notarization (RON).
Financial regulatory reform issues including implementation of PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care.
S 603 Financial Stability Oversight Council Improvement Act of 2019. Issue: FSOC reform.
HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses.
No bill number. Issue: diversity and inclusion in financial services.
No bill number. Issue: covered agreement on prudential measures regarding the business of insurance and reinsurance.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
HR 748 - Coronavirus Aid, Relief and Economic Security (CARES) Act. This bill responds to the COVID-19 outbreak and its impact on public health, the economy and state and local governments, families and businesses. Issue: life insurance tax provisions and Net Operating Loss clarification
Wyden Tax Wealth Like Wages (mark-to-market) discussion paper
Life Insurance Product and Tax Stabilization Proposal (no bill introduced yet).
Tax reform issues: taxation of life insurance products and companies, general tax issues.
PL 115-97 Issues: implementation of provisions impacting life insurers.
S 1628 Paid Family Leave Pilot Extension Act. Issue: tax credit for employers that provide paid family leave.
No bill number. Issue: technical corrections to the Tax Cuts and Jobs Act.
No bill number. Issue: life insurance tax simplification proposals.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
HR 748 - Coronavirus Aid, Relief and Economic Security (CARES) Act. This bill responds to the COVID-19 outbreak and its impact on public health, the economy and state and local governments, families and businesses. Issue: retirement plan distributions, loans and RMD relief.
HR 6201 Families First Coronavirus Response Act. Issue: paid family and medical leave.
HR 1865 The Further Consolidated Appropriations Act of 2020. Issue: retirement security, inclusion of the SECURE Act within this government funding bill.
Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
HR 1994 Setting Up Every Community for Retirement Enhancement Act of 2019 (SECURE Act). Issue: retirement security reforms.
HR 1185/S 463 FAMILY Act. Issue: paid family and medical leave.
S 1628 Paid Family Leave Pilot Extension Act. Issue: paid family and medical leave
HR 1940/S 920 New Parents Act of 2019. Issue: paid family and medical leave.
HR 2163 To amend the Internal Revenue Code of 1986 to allow for tax-advantaged distributions from health savings accounts during family or medical leave, and for other purposes.
Discussion draft CRADLE Act. Issue: paid family and medical leave.
Proposed FY 2020 budget proposal on paid family and medical leave.
No bill number. Issue: legislative advocacy regarding general account products.
No bill number. Issue: tax free distributions from retirement accounts to pay long term care insurance premiums and charges.
Agencies Lobbied
U.S. Senate
Lobbying Issues
PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards.
HR 4074/S 2201 CLAIM Act. Issue: To create a safe harbor for insurers engaging in the business of insurance in connection with cannabis-related business.
Agencies Lobbied
U.S. Senate
4th Quarter, 2019
LINCOLN NATIONAL CORPORATION amended a lobbying report for in-house lobbying in Q42019 on Jan. 21, 2020
Original Filing: 301126987.xml
Lobbying Issues
Financial regulatory reform issues including implementation of PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care.
HR 1815 SEC Disclosure Effectiveness Test Act. Issue: SEC investor testing.
S 603 Financial Stability Oversight Council Improvement Act of 2019. Issue: FSOC reform.
HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses.
No bill number. Issue: diversity and inclusion in financial services.
No bill number. Issue: covered agreement on prudential measures regarding the business of insurance and reinsurance.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Tax reform issues: taxation of life insurance products and companies, general tax issues.
PL 115-97 Issues: implementation of provisions impacting life insurers.
S 1628 Paid Family Leave Pilot Extension Act. Issue: tax credit for employers that provide paid family leave.
No bill number. Issue: technical corrections to the Tax Cuts and Jobs Act.
No bill number. Issue: life insurance tax simplification proposals.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
HR 1865 The Further Consolidated Appropriations Act of 2020. Issue: retirement security, inclusion of the SECURE Act within this government funding bill.
Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
HR 1994 Setting Up Every Community for Retirement Enhancement Act of 2019 (SECURE Act). Issue: retirement security reforms.
PL 111-148 The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges.
HR 1185/S 463 FAMILY Act. Issue: paid family and medical leave.
S 1628 Paid Family Leave Pilot Extension Act. Issue: paid family and medical leave
HR 1940/S 920 New Parents Act of 2019. Issue: paid family and medical leave.
HR 2163 To amend the Internal Revenue Code of 1986 to allow for tax-advantaged distributions from health savings accounts during family or medical leave, and for other purposes.
Discussion draft CRADLE Act. Issue: paid family and medical leave.
Proposed FY 2020 budget proposal on paid family and medical leave.
No bill number. Issue: legislative advocacy regarding general account products.
No bill number. Issue: tax free distributions from retirement accounts to pay long term care insurance premiums and charges.
Agencies Lobbied
U.S. Senate
Lobbying Issues
PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards.
HR 4074/S 2201 CLAIM Act. Issue: To create a safe harbor for insurers engaging in the business of insurance in connection with cannabis-related business.
Agencies Lobbied
U.S. Senate
4th Quarter, 2019
In Q4, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on Jan. 21, 2020.
Original Filing: 301126778.xml
Lobbying Issues
Financial regulatory reform issues including implementation of PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care.
HR 1815 SEC Disclosure Effectiveness Test Act. Issue: SEC investor testing.
S 603 Financial Stability Oversight Council Improvement Act of 2019. Issue: FSOC reform.
HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses.
No bill number. Issue: diversity and inclusion in financial services.
No bill number. Issue: covered agreement on prudential measures regarding the business of insurance and reinsurance.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Tax reform issues: taxation of life insurance products and companies, general tax issues.
PL 115-97 Issues: implementation of provisions impacting life insurers.
S 1628 Paid Family Leave Pilot Extension Act. Issue: tax credit for employers that provide paid family leave.
No bill number. Issue: technical corrections to the Tax Cuts and Jobs Act.
No bill number. Issue: life insurance tax simplification proposals.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
HR 1865 The Further Consolidated Appropriations Act of 2020. Issue: retirement security, inclusion of the SECURE Act within this government funding bill.
Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
HR 1994 Setting Up Every Community for Retirement Enhancement Act of 2019 (SECURE Act). Issue: retirement security reforms.
PL 111-148 The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges.
HR 1185/S 463 FAMILY Act. Issue: paid family and medical leave.
S 1628 Paid Family Leave Pilot Extension Act. Issue: paid family and medical leave
HR 1940/S 920 New Parents Act of 2019. Issue: paid family and medical leave.
HR 2163 To amend the Internal Revenue Code of 1986 to allow for tax-advantaged distributions from health savings accounts during family or medical leave, and for other purposes.
Discussion draft CRADLE Act. Issue: paid family and medical leave.
Proposed FY 2020 budget proposal on paid family and medical leave.
No bill number. Issue: legislative advocacy regarding general account products.
No bill number. Issue: tax free distributions from retirement accounts to pay long term care insurance premiums and charges.
Agencies Lobbied
U.S. Senate
Lobbying Issues
PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards.
HR 4074/S 2201 CLAIM Act. Issue: To create a safe harbor for insurers engaging in the business of insurance in connection with cannabis-related business.
Agencies Lobbied
U.S. Senate
3rd Quarter, 2019
In Q3, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on Oct. 21, 2019.
Original Filing: 301076916.xml
Lobbying Issues
Financial regulatory reform issues including implementation of PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care.
HR 1815 SEC Disclosure Effectiveness Test Act. Issue: SEC investor testing.
S 603 Financial Stability Oversight Council Improvement Act of 2019. Issue: FSOC reform.
HR 1595 Secure and Fair Enforcement Banking Act. Issue: Banking and legitimate marijuana-related businesses.
No bill number. Issue: diversity and inclusion in financial services.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Tax reform issues: taxation of life insurance products and companies, general tax issues.
PL 115-97 Issues: implementation of provisions impacting life insurers.
S 1628 Paid Family Leave Pilot Extension Act. Issue: tax credit for employers that provide paid family leave.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
HR 1994 Setting Up Every Community for Retirement Enhancement Act of 2019 (SECURE Act). Issue: retirement security reforms.
PL 111-148 The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges.
HR 1185/S 463 FAMILY Act. Issue: paid family and medical leave.
S 1628 Paid Family Leave Pilot Extension Act. Issue: paid family and medical leave
HR 1940/S 920 New Parents Act of 2019. Issue: paid family and medical leave.
Discussion draft CRADLE Act. Issue: paid family and medical leave.
No bill number. Issue: legislative advocacy regarding general account products.
Agencies Lobbied
U.S. Senate
Lobbying Issues
PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards.
HR 4074/S 2201 CLAIM Act. Issue: To create a safe harbor for insurers engaging in the business of insurance in connection with cannabis-related business.
Agencies Lobbied
U.S. Senate
2nd Quarter, 2019
In Q2, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on July 12, 2019.
Original Filing: 301045159.xml
Lobbying Issues
Financial regulatory reform issues including implementation of PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care.
HR 10 Financial CHOICE Act. Issue: implementation and regulatory reform of the financial services industry.
HR 1815 SEC Disclosure Effectiveness Test Act. Issue: SEC investor testing.
S 603 Financial Stability Oversight Council Improvement Act of 2019. Issue: FSOC reform.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Tax reform issues: taxation of life insurance products and companies, general tax issues.
PL 115-97 Issues: implementation of provisions impacting life insurers.
S 1628 Paid Family Leave Pilot Extension Act. Issue: tax credit for employers that provide paid family leave.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
HR 1007 Retirement Enhancement and Savings Act of 2019 (RESA). Issue: retirement security reforms.
S 972 Retirement Enchancement and Savings Act of 2019 (RESA). Issue: retirement security reforms.
PL 111-148 The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges.
HR 1185/S 463 FAMILY Act. Issue: paid family and medical leave.
HR 1940/S 920 New Parents Act of 2019. Issue: paid family and medical leave.
Discussion draft CRADLE Act. Issue: paid family and medical leave.
Agencies Lobbied
U.S. Senate
Lobbying Issues
PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards.
Agencies Lobbied
U.S. Senate
1st Quarter, 2019
In Q1, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on April 23, 2019.
Original Filing: 301038962.xml
Lobbying Issues
Financial regulatory reform issues including implementation of PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: insurance capital standards, roles of federal and state agencies at the IAIS and FSB, standard of care.
HR 10 Financial CHOICE Act. Issue: implementation and regulatory reform of the financial services industry.
HR 1815 SEC Disclosure Effectiveness Test Act. Issue: SEC investor testing.
S 603 Financial Stability Oversight Council Improvement Act of 2019. Issue: FSOC reform.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Tax reform issues: taxation of life insurance products and companies, general tax issues.
PL 115-97 Issues: implementation of provisions impacting life insurers.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
HR 1007 Retirement Enhancement and Savings Act of 2019 (RESA). Issue: retirement security reforms.
S 972 Retirement Enchancement and Savings Act of 2019 (RESA). Issue: retirement security reforms.
PL 111-148 The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges.
HR 1185/S 463 FAMILY Act. Issue: paid family and medical leave.
HR 1940/S 920 New Parents Act of 2019. Issue: paid family and medical leave.
Discussion draft CRADLE Act. Issue: paid family and medical leave.
Agencies Lobbied
U.S. Senate
Lobbying Issues
PL 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: implementation and regulatory reform, captive reinsurance transactions, insurance capital standards.
Agencies Lobbied
U.S. Senate
4th Quarter, 2018
LINCOLN NATIONAL CORPORATION amended a lobbying report for in-house lobbying in Q42018 on April 5, 2019
Original Filing: 301022939.xml
Lobbying Issues
Financial regulatory reform issues including implementation of PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: insurance capital standards, roles of federal and state agencies at the IAIS and the FSB.
HR 10 Financial CHOICE Act. Issue: implementation and regulatory reform of the financial services industry.
HR 3861 Federal Insurance Office Reform Act of 2017. Issue: FIO reform.
PL 115-174 Economic Growth, Regulatory Relief, and Consumer Protection Act: Senior$afe Act provisions. Issue: protecting seniors' financial security.
S 488 JOBS and Investor Confidence Act of 2018. Issue: regulatory reform of financial services industry.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Tax reform issues: taxation of life insurance products and companies, general tax issues.
HR 1393 / S 540 Mobile Workforce Income Tax Simplification Act of 2017: withholding from multi-state employees.
HR 2181 Insurance Company Tax Modernization and Parity Act of 2017. Issue: taxation of life insurers.
HR 1 / PL 115-97 Issue: implementation of provisions impacting life insurers.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
HR 854 The Retirement Security for American Workers Act. Issue: expanding retirement savings plans.
S 1383 Retirement Security Act of 2017. Issue: retirement security.
HR 6757 The Family Savings Act. Issue: retirement security.
HR 2055 / S 868 Lifetime Income Disclosure Act. Issue: lifetime income illustration.
Draft legislation to facilitate disability income insurance options for employees including automatic enrollment.
S 2526 / HR 5282 The Retirement Enhancement and Savings Act (RESA). Issue: retirement security.
HR 4610 The RETIRE Act. Issue: electronic delivery of retirement statements.
HR 4524 The Retirement Simplification and Enhancement Act. Issue: 401(k) plan improvements and lifetime income provisions.
HR 4523 The Automatic Retirement Plan Act. Issue: mandatory 401(k).
HR 4637 The Small Business Add Value for Employees (SAVE) Act of 2017. Issue: retirement savings improvement provisions.
HR 4604 The Increasing Access to a Secure Retirement Act. Issue: measures to bolster Americans' retirement security and annuity selection safe harbor.
HR 3910 Amends the Internal Revenue Code to make lifetime income and managed account options of defined contribution retirement savings plans portable.
PL 111-148 The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges.
S 2241 / HR 4225 Legislation amending the Affordable Care Act provision on health exchange assessments. Issue: health exchange assessments.
S 3781 The Retirement and Savings Act. Issue: provisions that simplify and expand retirement coverage.
HR 6157 Appropriations for 2019 to support funding for SSA and SSDI hearing backlog. Issue: disability insurance.
Draft legislation on tax treatment and consumer financing for long term care insurance. Issue: expanding long term care insurance coverage.
S 337 / HR 947 FAMILY Act. Issue: disability insurance.
S 3412 Extension of paid family and medical leave tax credit for employers.
Agencies Lobbied
U.S. Senate
Lobbying Issues
HR 5666 / S 3177 Primary Regulators of Insurance Vote Act of 2018. Issue: FSOC reform.
Agencies Lobbied
U.S. Senate
4th Quarter, 2018
In Q4, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on Jan. 22, 2019.
Original Filing: 301017619.xml
Lobbying Issues
Financial regulatory reform issues including implementation of PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: insurance capital standards, roles of federal and state agencies at the IAIS and the FSB.
HR 10 Financial CHOICE Act. Issue: implementation and regulatory reform of the financial services industry.
HR 3861 Federal Insurance Office Reform Act of 2017. Issue: FIO reform.
PL 115-174 Economic Growth, Regulatory Relief, and Consumer Protection Act: Senior$afe Act provisions. Issue: protecting seniors' financial security.
S 488 JOBS and Investor Confidence Act of 2018. Issue: regulatory reform of financial services industry.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Tax reform issues: taxation of life insurance products and companies, general tax issues.
HR 1393 / S 540 Mobile Workforce Income Tax Simplification Act of 2017: withholding from multi-state employees.
HR 2181 Insurance Company Tax Modernization and Parity Act of 2017. Issue: taxation of life insurers.
HR 1 / PL 115-97 Issue: implementation of provisions impacting life insurers.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
HR 854 The Retirement Security for American Workers Act. Issue: expanding retirement savings plans.
S 1383 Retirement Security Act of 2017. Issue: retirement security.
HR 6757 The Family Savings Act. Issue: retirement security.
HR 2055 / S 868 Lifetime Income Disclosure Act. Issue: lifetime income illustration.
Draft legislation to facilitate disability income insurance options for employees including automatic enrollment.
S 2526 / HR 5282 The Retirement Enhancement and Savings Act (RESA). Issue: retirement security.
HR 4610 The RETIRE Act. Issue: electronic delivery of retirement statements.
HR 4524 The Retirement Simplification and Enhancement Act. Issue: 401(k) plan improvements and lifetime income provisions.
HR 4523 The Automatic Retirement Plan Act. Issue: mandatory 401(k).
HR 4637 The Small Business Add Value for Employees (SAVE) Act of 2017. Issue: retirement savings improvement provisions.
HR 4604 The Increasing Access to a Secure Retirement Act. Issue: measures to bolster Americans' retirement security and annuity selection safe harbor.
HR 3910 Amends the Internal Revenue Code to make lifetime income and managed account options of defined contribution retirement savings plans portable.
PL 111-148 The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges.
S 2241 / HR 4225 Legislation amending the Affordable Care Act provision on health exchange assessments. Issue: health exchange assessments.
S 3781 The Retirement and Savings Act. Issue: provisions that simplify and expand retirement coverage.
HR 6157 Appropriations for 2019 to support funding for SSA and SSDI hearing backlog. Issue: disability insurance.
Draft legislation on tax treatment and consumer financing for long term care insurance. Issue: expanding long term care insurance coverage.
S 337 / HR 947 FAMILY Act. Issue: disability insurance.
S 3412 Extension of paid family and medical leave tax credit for employers.
Agencies Lobbied
U.S. Senate
Lobbying Issues
HR 5666 / S 3177 Primary Regulators of Insurance Vote Act of 2018. Issue: FSOC reform.
Agencies Lobbied
U.S. Senate
3rd Quarter, 2018
LINCOLN NATIONAL CORPORATION amended a lobbying report for in-house lobbying in Q32018 on Oct. 23, 2018
Original Filing: 300999005.xml
Lobbying Issues
Financial regulatory reform issues including implementation of PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: insurance capital standards, roles of federal and state agencies at the IAIS and the FSB.
HR 10 Financial CHOICE Act. Issue: implementation and regulatory reform of the financial services industry.
HR 3861 Federal Insurance Office Reform Act of 2017. Issue: FIO reform.
PL 115-174 Economic Growth, Regulatory Relief, and Consumer Protection Act: Senior$afe Act provisions. Issue: protecting seniors' financial security.
S 488 JOBS and Investor Confidence Act of 2018. Issue: regulatory reform of financial services industry.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Tax reform issues: taxation of life insurance products and companies, general tax issues.
HR 1393 / S 540 Mobile Workforce Income Tax Simplification Act of 2017: withholding from multi-state employees.
HR 2181 Insurance Company Tax Modernization and Parity Act of 2017. Issue: taxation of life insurers.
HR 1 / PL 115-97 An act to provide reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018. Issue: implementation of provisions impacting life insurers.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
HR 854 The Retirement Security for American Workers Act. Issue: expanding retirement savings plans.
S 1383 Retirement Security Act of 2017. Issue: retirement security.
HR 6757 The Family Savings Act. Issue: retirement security.
HR 2055 / S 868 Lifetime Income Disclosure Act. Issue: lifetime income illustration.
Draft legislation to facilitate disability income insurance options for employees.
S 2526 / HR 5282 The Retirement Enhancement and Savings Act (RESA). Issue: retirement security.
HR 4610 The RETIRE Act. Issue: electronic delivery of retirement statements.
HR 4524 The Retirement Simplification and Enhancement Act. Issue: 401(k) plan improvements and lifetime income provisions.
HR 4523 The Automatic Retirement Plan Act. Issue: mandatory 401(k).
HR 4637 The Small Business Add Value for Employees (SAVE) Act of 2017. Issue: retirement savings improvement provisions.
HR 4604 The Increasing Access to a Secure Retirement Act. Issue: measures to bolster Americans' retirement security and annuity selection safe harbor.
HR 3910 Amends the Internal Revenue Code to make lifetime income and managed account options of defined contribution retirement savings plans portable.
PL 111-148 The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges.
S 2241 / HR 4225 Legislation amending the Affordable Care Act provision on health exchange assessments. Issue: health exchange assessments.
Agencies Lobbied
U.S. Senate
Lobbying Issues
HR 5666 / S 3177 Primary Regulators of Insurance Vote Act of 2018. Issue: FSOC reform.
Agencies Lobbied
U.S. Senate
3rd Quarter, 2018
In Q3, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on Oct. 22, 2018.
Original Filing: 300998702.xml
Lobbying Issues
Financial regulatory reform issues including implementation of PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act.
HR 10 Financial CHOICE Act. Issue: implementation and regulatory reform of the financial services industry.
HR 3861 Federal Insurance Office Reform Act of 2017. Issue: FIO reform.
PL 115-174 Economic Growth, Regulatory Relief, and Consumer Protection Act: Senior$afe Act provisions. Issue: protecting seniors' financial security.
S 2155 Economic Growth, Regulatory Relief and Consumer Protection Act. Issue: Regulatory reform.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Tax reform issues: taxation of life insurance products and companies, general tax issues.
HR 1393 / S 540 Mobile Workforce Income Tax Simplification Act of 2017: withholding from multi-state employees.
HR 2181 Insurance Company Tax Modernization and Parity Act of 2017. Issue: taxation of life insurers.
HR 1 / PL 115-97 An act to provide reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018. Issue: implementation of provisions impacting life insurers.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
HR 854 The Retirement Security for American Workers Act. Issue: expanding retirement savings plans.
S 1383 Retirement Security Act of 2017. Issue: retirement security.
PL 111-148 The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges.
HR 2055 / S 868 Lifetime Income Disclosure Act. Issue: lifetime income illustration.
Draft legislation to facilitate disability income insurance options for employees.
HR 2823 The Affordable Retirement Advice for Savers Act. Issue: fiduciary rule.
S 1321 The Affordable Retirement Advice Protection Act. Issue: fiduciary rule.
HR 2030 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act. Issue: retirement savings leakage.
S 2526 / HR 5282 The Retirement Enhancement and Savings Act (RESA). Issue: retirement security.
HR 4610 The RETIRE Act. Issue: electronic delivery of retirement statements.
HR 4524 The Retirement Simplification and Enhancement Act. Issue: 401(k) plan improvements and lifetime income provisions.
HR 4523 The Automatic Retirement Plan Act. Issue: mandatory 401(k).
HR 4637 The Small Business Add Value for Employees (SAVE) Act of 2017. Issue: retirement savings improvement provisions.
HR 4604 The Increasing Access to a Secure Retirement Act. Issue: measures to bolster Americans' retirement security and annuity selection safe harbor.
PL 111-148 The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges.
S 2241 / HR 4225 Legislation amending the Affordable Care Act provision on health exchange assessments. Issue: health exchange assessments.
Agencies Lobbied
U.S. Senate
Lobbying Issues
PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: implementation, regulatory reform, insurance capital standards and global capital standards.
HR 5666 / S 3177 Primary Regulators of Insurance Vote Act of 2018. Issue: FSOC reform.
Agencies Lobbied
U.S. Senate
2nd Quarter, 2018
In Q2, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on July 20, 2018.
Original Filing: 300974378.xml
Lobbying Issues
Financial regulatory reform issues including implementation of PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act.
HR 10 Financial CHOICE Act. Issue: implementation and regulatory reform of the financial services industry.
HR 3861 Federal Insurance Office Reform Act of 2017. Issue: FIO reform.
PL 115-174 Economic Growth, Regulatory Relief, and Consumer Protection Act: Senior$afe Act provisions. Issue: protecting seniors' financial security.
S 2155 Economic Growth, Regulatory Relief and Consumer Protection Act. Issue: Regulatory reform.
PL 115-61 FSOC Insurance Member Continuity Act.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Tax reform issues: taxation of life insurance products and companies, general tax issues.
HR 1393 / S 540 Mobile Workforce Income Tax Simplification Act of 2017: withholding from multi-state employees.
HR 2181 Insurance Company Tax Modernization and Parity Act of 2017. Issue: taxation of life insurers.
HR 1 / PL 115-97 An act to provide reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018. Issue: implementation of provisions impacting life insurers.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
HR 854 The Retirement Security for American Workers Act. Issue: expanding retirement savings plans.
S 1383 Retirement Security Act of 2017. Issue: retirement security.
PL 111-148 The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges.
HR 2055 / S 868 Lifetime Income Disclosure Act. Issue: lifetime income illustration.
Draft legislation to facilitate disability income insurance options for employees.
HR 2823 The Affordable Retirement Advice for Savers Act. Issue: fiduciary rule.
S 1321 The Affordable Retirement Advice Protection Act. Issue: fiduciary rule.
HR 2030 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act. Issue: retirement savings leakage.
S 2526 / HR 5282 The Retirement Enhancement and Savings Act (RESA). Issue: retirement security.
HR 4610 The RETIRE Act. Issue: electronic delivery of retirement statements.
HR 4524 The Retirement Simplification and Enhancement Act. Issue: 401(k) plan improvements and lifetime income provisions.
HR 4523 The Automatic Retirement Plan Act. Issue: mandatory 401(k).
HR 4637 The Small Business Add Value for Employees (SAVE) Act of 2017. Issue: retirement savings improvement provisions.
HR 4604 The Increasing Access to a Secure Retirement Act. Issue: measures to bolster Americans' retirement security and annuity selection safe harbor.
PL 111-148 The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges.
S 2241 / HR 4225 Legislation amending the Affordable Care Act provision on health exchange assessments. Issue: health exchange assessments.
Agencies Lobbied
U.S. Senate
Lobbying Issues
PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: implementation, regulatory reform, insurance capital standards and global capital standards.
HR 5666 / S 3177 Primary Regulators of Insurance Vote Act of 2018. Issue: FSOC reform.
Agencies Lobbied
U.S. Senate
1st Quarter, 2018
LINCOLN NATIONAL CORPORATION amended a lobbying report for in-house lobbying in Q12018 on July 20, 2018
Original Filing: 300974585.xml
Lobbying Issues
Financial regulatory reform issues including implementation of PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act.
HR 3857 Protecting Advice for Small Savers (PASS) Act of 2017. Issue: establishing a best interest standard for financial advisors and fiduciary rule.
HR 10 Financial CHOICE Act. Issue: implementation and regulatory reform of the financial services industry.
HR 3861 Federal Insurance Office Reform Act of 2017. Issue: FIO reform.
S 223 / HR 3758 Senior$afe Act of 2017. Issue: protecting seniors' financial security.
S 2155 Economic Growth, Regulatory Relief and Consumer Protection Act. Issue: Regulatory reform.
PL 115-61. FSOC Insurance Member Continuity Act.
Draft legislation establishing a best interest standard for financial advisers. Issue: fiduciary rule.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Tax reform issues: taxation of life insurance products and companies, general tax issues.
HR 1393 / S 540 Mobile Workforce Income Tax Simplification Act of 2017: withholding from multi-state employees.
HR 2181 Insurance Company Tax Modernization and Parity Act of 2017. Issue: taxation of life insurers.
HR 1 / PL 115-97 An act to provide reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018. Issue: taxation of life insurers.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
HR 854 The Retirement Security for American Workers Act. Issue: expanding retirement savings plans.
S 1383 Retirement Security Act of 2017. Issue: retirement security.
PL 111-148 The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges.
HR 2055 / S 868 Lifetime Income Disclosure Act. Issue: lifetime income illustration.
Draft legislation to facilitate disability income insurance options for employees.
HR 2823 The Affordable Retirement Advice for Savers Act. Issue: fiduciary rule.
S 1321 The Affordable Retirement Advice Protection Act. Issue: fiduciary rule.
HR 2030 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act. Issue: retirement savings leakage.
S 2526 / HR 5282 The Retirement Enhancement and Savings Act (RESA). Issue: retirement security.
HR 4610 The RETIRE Act. Issue: electronic delivery of retirement statements.
HR 4524 The Retirement Simplification and Enhancement Act. Issue: 401(k) plan improvements and lifetime income provisions.
HR 4523 The Automatic Retirement Plan Act. Issue: mandatory 401(k).
HR 4637 The Small Business Add Value for Employees (SAVE) Act of 2017. Issue: retirement savings improvement provisions.
HR 4604 The Increasing Access to a Secure Retirement Act. Issue: measures to bolster Americans' retirement security and annuity selection safe harbor.
PL 111-148 The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges.
S 2241 / HR 4225 Draft legislation amending the Affordable Care Act provision on health exchange assessments. Issue: health exchange assessments.
Agencies Lobbied
U.S. Senate
Lobbying Issues
PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: implementation, regulatory reform, insurance capital standards and global capital standards.
Agencies Lobbied
U.S. Senate
1st Quarter, 2018
In Q1, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on April 19, 2018.
Original Filing: 300949923.xml
Lobbying Issues
Financial regulatory reform issues including implementation of PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act.
HR 3857 Protecting Advice for Small Savers (PASS) Act of 2017. Issue: establishing a best interest standard for financial advisors and fiduciary rule.
HR 10 Financial CHOICE Act. Issue: implementation and regulatory reform of the financial services industry.
HR 3861 Federal Insurance Office Reform Act of 2017. Issue: FIO reform.
S 223 / HR 3758 Senior$afe Act of 2017. Issue: protecting seniors' financial security.
S 2155 Economic Growth, Regulatory Relief and Consumer Protection Act. Issue: Regulatory reform.
PL 115-61. FSOC Insurance Member Continuity Act.
Draft legislation establishing a best interest standard for financial advisers. Issue: fiduciary rule.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Tax reform issues: taxation of life insurance products and companies, general tax issues.
HR 1393 / S 540 Mobile Workforce Income Tax Simplification Act of 2017: withholding from multi-state employees.
HR 2181 Insurance Company Tax Modernization and Parity Act of 2017. Issue: taxation of life insurers.
HR 1 / PL 115-97 An act to provide reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018. Issue: taxation of life insurers.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
HR 854 The Retirement Security for American Workers Act. Issue: expanding retirement savings plans.
S 1383 Retirement Security Act of 2017. Issue: retirement security.
PL 111-148 The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges.
HR 2055 / S 868 Lifetime Income Disclosure Act. Issue: lifetime income illustration.
Draft legislation to facilitate disability income insurance options for employees.
HR 2823 The Affordable Retirement Advice for Savers Act. Issue: fiduciary rule.
S 1321 The Affordable Retirement Advice Protection Act. Issue: fiduciary rule.
HR 2030 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act. Issue: retirement savings leakage.
S 2526 / HR 5282 The Retirement Enhancement and Savings Act (RESA). Issue: retirement security.
HR 4610 The RETIRE Act. Issue: electronic delivery of retirement statements.
HR 4524 The Retirement Simplification and Enhancement Act. Issue: 401(k) plan improvements and lifetime income provisions.
HR 4523 The Automatic Retirement Plan Act. Issue: mandatory 401(k).
HR 4637 The Small Business Add Value for Employees (SAVE) Act of 2017. Issue: retirement savings improvement provisions.
HR 4604 The Increasing Access to a Secure Retirement Act. Issue: measures to bolster Americans' retirement security and annuity selection safe harbor.
PL 111-148 The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges.
S 2241 / HR 4225 Draft legislation amending the Affordable Care Act provision on health exchange assessments. Issue: health exchange assessments.
Agencies Lobbied
U.S. Senate
Lobbying Issues
PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: implementation, regulatory reform, insurance capital standards and global capital standards.
Agencies Lobbied
U.S. Senate
4th Quarter, 2017
In Q4, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on Jan. 22, 2018.
Original Filing: 300935655.xml
Lobbying Issues
Financial regulatory reform issues including implementation of PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act.
HR 3857 Protecting Advice for Small Savers (PASS) Act of 2017. Issue: establishing a best interest standard for financial advisors and fiduciary rule.
HR 10 Financial CHOICE Act. Issue: implementation and regulatory reform of the financial services industry.
HR 3861 Federal Insurance Office Reform Act of 2017. Issue: FIO reform.
S 223 / HR 3758 Senior$afe Act of 2017. Issue: protecting seniors' financial security.
S 2155 Economic Growth, Regulatory Relief and Consumer Protection Act. Issue: Regulatory reform.
PL 115-61. FSOC Insurance Member Continuity Act.
Draft legislation establishing a best interest standard for financial advisers. Issue: fiduciary rule.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Tax reform issues: taxation of life insurance products and companies, general tax issues.
HR 1393 / S 540 Mobile Workforce Income Tax Simplification Act of 2017: withholding from multi-state employees.
HR 2181 Insurance Company Tax Modernization and Parity Act of 2017. Issue: taxation of life insurers.
HR 1 An act to provide reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018. Issue: taxation of life insurers.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform.
HR 854 The Retirement Security for American Workers Act. Issue: expanding retirement savings plans.
S 1383 Retirement Security Act of 2017. Issue: retirement security.
PL 111-148 The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges.
HR 2055 / S 868 Lifetime Income Disclosure Act. Issue: lifetime income illustration.
Draft legislation to facilitate disability income insurance options for employees.
House GOP Blueprint on Tax Reform. Issue: retirement security.
HR 2823 The Affordable Retirement Advice for Savers Act. Issue: fiduciary rule.
S 1321 The Affordable Retirement Advice Protection Act. Issue: fiduciary rule.
HR 2030 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act. Issue: retirement savings leakage.
Draft legislation amending the Affordable Care Act provision on health exchange assessments. Issue: health exchange assessments.
Agencies Lobbied
U.S. Senate
Lobbying Issues
PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: implementation, regulatory reform, insurance capital standards and global capital standards.
Agencies Lobbied
U.S. Senate
3rd Quarter, 2017
In Q3, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on Oct. 20, 2017.
Original Filing: 300915477.xml
Lobbying Issues
Financial regulatory reform issues including implementation of PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act.
HR 3857 Protecting Advice for Small Savers (PASS) Act of 2017. Issue: establishing a best interest standard for financial advisors and fiduciary rule.
Financial CHOICE Act. Issue: implementation and regulatory reform of the financial services industry.
PL 115-61. Amends the Financial Stability Act of 2010 to modify the term of the independent member of the Financial Stability Oversight Council. Issue: Dodd-Frank Act Rerform.
Draft legislation establishing a best interest standard for financial advisers. Issue: fiduciary rule.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Discussion drafts on tax reform drafted by House Ways & Means Committee and the Senate Finance Committee. Issues: taxation of life insurance products and companies, general tax issues.
HR 1393 / S 540 Mobile Workforce Income Tax Simplification Act of 2017: withholding from multi-state employees.
HR 2181 Insurance Company Tax Modernization and Parity Act of 2017. Issue: taxation of life insurers.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to retirement security including: retirement plan standards, savings initiatives, the DOL fiduciary definition, lifetime income opportunities and pension reform.
HR 854 The Retirement Security for American Workers Act. Issue: expanding retirement savings plans.
S 1383 Retirement Security Act of 2017. Issue: retirement security.
PL 111-148 The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges.
HR 2055 / S 868 Lifetime Income Disclosure Act. Issue: lifetime income illustration.
Draft legislation to facilitate disability income insurance options for employees.
House GOP Blueprint on Tax Reform. Issue: retirement security.
HR 2823 The Affordable Retirement Advice for Savers Act. Issue: fiduciary rule.
S 1321 The Affordable Retirement Advice Protection Act. Issue: fiduciary rule.
HR 2030 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act. Issue: retirement savings leakage.
Draft legislation amending the Affordable Care Act provision on health exchange assessments. Issue: health exchange assessments.
Agencies Lobbied
U.S. Senate
Lobbying Issues
PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: implementation, regulatory reform, insurance capital standards and global capital standards.
Agencies Lobbied
U.S. Senate
2nd Quarter, 2017
In Q2, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on July 14, 2017.
Original Filing: 300884924.xml
Lobbying Issues
Financial regulatory reform issues including implementation of PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act.
S 223 Senior$afe Act of 2017. Issue: protection seniors' financial security.
Financial CHOICE Act. Issue: implementation and regulatory reform of the financial services industry.
HR 3110 / S1463 Amends the Financial Stability Act of 2010 to modify the term of the independent member of the Financial Stability Oversight Council. Issue: Dodd-Frank Act Rerform.
Draft legislation establishing a best interest standard for financial advisers. Issue: fiduciary rule.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Discussion drafts on tax reform drafted by House Ways & Means Committee and the Senate Finance Committee. Issues: taxation of life insurance products and companies, general tax issues.
HR 1393 / S 540 Mobile Workforce Income Tax Simplification Act of 2017: withholding from multi-state employees.
HR 2181 Insurance Company Tax Modernization and Parity Act of 2017. Issue: taxation of life insurers.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to retirement security including: retirement plan standards, savings initiatives, the DOL fiduciary definition, lifetime income opportunities and public pension reform.
PL 111-148 The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges.
HR 2055 / S 868 Lifetime Income Disclosure Act. Issue: lifetime income illustration.
Draft legislation to facilitate disability income insurance options for employees.
Retirement Improvements and Savings Enhancement Act Discussion Draft.
House GOP Blueprint on Tax Reform. Issue: retirement security.
HR 2823 The Affordable Retirement Advice for Savers Act. Issue: fiduciary rule.
S 1321 The Affordable Retirement Advice Protection Act. Issue: fiduciary rule.
HJRes 66 (PL 115-35), Resolution disapproving the DOL rule related to state based retirement plans.
HJRes 67 (PL 115-24), Resolution disapproving the DOL rule related to municipality based retirement plans.
Agencies Lobbied
U.S. Senate
Lobbying Issues
PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: implementation, regulatory reform, captive reinsurance transactions, insurance capital standards and global capital standards.
Agencies Lobbied
U.S. Senate
1st Quarter, 2017
In Q1, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on April 20, 2017.
Original Filing: 300873906.xml
Lobbying Issues
Financial regulatory reform issues including implementation of PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act.
S 223 Senior$afe Act of 2017. Issue: protection seniors' financial security.
Financial CHOICE Act. Issue: implementation and regulatory reform of the financial services industry.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Discussion drafts on tax reform drafted by House Ways & Means Committee and the Senate Finance Committee. Issues: taxation of life insurance products and companies, general tax issues.
S 540 Mobile Workforce Income Tax Simplification Act of 2017: withholding from multi-state employees.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to retirement security including: retirement plan standards, savings initiatives, the DOL fiduciary definition, lifetime income opportunities and public pension reform.
PL 111-148 The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges.
S 868 Lifetime Income Disclosure Act. Issue: lifetime income illustration.
Draft legislation to facilitate disability income insurance options for employees.
Retirement Enhancement and Savings Act of 2016.
Retirement Improvements and Savings Enhancement Act Discussion Draft.
House GOP Blueprint on Tax Reform. Issue: retirement security.
Agencies Lobbied
U.S. Senate
Lobbying Issues
PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: implementation, regulatory reform, captive reinsurance transactions, insurance capital standards and global capital standards.
Agencies Lobbied
U.S. Senate
4th Quarter, 2016
In Q4, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on Jan. 20, 2017.
Original Filing: 300852547.xml
Lobbying Issues
Financial regulatory reform issues including implementation of PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act.
Implementation of PL 113-279, S 2270 Insurance Capital Standards Clarification Act of 2014. Issue: capital standards.
HR 4538 / S 2216 Senior$afe Act of 2016. Issue: protecting seniors' financial security.
HR 2141 International Insurance Standards Transparency and Policyholder Protection Act of 2015. Issue: insurance standards.
HR 5143 Transparent Insurance Standards Act. Issue: insurance standards.
S 1086 International Insurance Capital Standards Accountability Act of 2015. Issue: insurance regulatory reform.
HR 1550 Financial Stability Oversight Council Improvement Act of 2015. Issue: FSOC procedures.
HR 5983: Financial CHOICE Act. Issue: implementation and regulatory reform of financial services industry.
No bill number. Issue: covered agreements on prudential measures with respect to the business of insurance and reinsurance.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Administration's FY2016 budget proposal. Issues: dividends received deduction, rules that apply to the sale of life insurance contracts, limitations on retirement savings.
Discussion drafts on tax reform drafted by the House Ways & Means Committee and the Senate Finance Committee. Issues: taxation of life insurance products and companies, general tax issues.
S 386 / HR 2315 Mobile Workforce State Income Tax Simplification Act of 2015: withholding from multi-state employees.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to retirement security including: retirement plan standards, savings initiatives, the DOL fiduciary definition reproposal, lifetime income opportunities and public pension reform.
S 266 / HR 557 Retirement Security Act of 2015. Issue: retirement security.
S 245 / HR 506 Automatic IRA Act of 2015. Issue: retirement security.
HR 3590 The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges.
HR 2656 The Receiving Electronic Statements to Improve Retiree Earnings Act. Issue: electronic disclosure of retirement plan notices.
S 1317 / HR 2317 Lifetime Income Disclosure Act. Issue: lifetime income illustration.
Draft legislation amending Affordable Care Act provisions on health exchange assessments.
Draft legislation to facilitate disability income insurance options for employees.
S 2505 / HR 4294 SAVERS Act of 2015.
HR 4067 SAVE Act of 2015.
No bill number: Retirement Enhancement and Savings Act of 2016.
Retirement Improvements and Savings Enhancement Act Discussion Draft.
House GOP Blueprint on Tax Reform. Issue: retirement security.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Public Law 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: implementation, regulatory reform, captive reinsurance transactions, insurance capital standards, and global capital standards.
Agencies Lobbied
U.S. Senate
3rd Quarter, 2016
In Q3, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on Oct. 20, 2016.
Original Filing: 300836890.xml
Lobbying Issues
Financial regulatory reform issues including implementation of PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act.
Implementation of PL 113-279, S 2270 Insurance Capital Standards Clarification Act of 2014. Issue: capital standards.
HR 4538 / S 2216 Senior$afe Act of 2016. Issue: protecting seniors' financial security.
HR 2141 International Insurance Standards Transparency and Policyholder Protection Act of 2015. Issue: insurance standards.
HR 5143 Transparent Insurance Standards Act. Issue: insurance standards.
S 1086 International Insurance Capital Standards Accountability Act of 2015. Issue: insurance regulatory reform.
HR 1550 Financial Stability Oversight Council Improvement Act of 2015. Issue: FSOC procedures.
HR 5983: Financial CHOICE Act. Issue: implementation and regulatory reform of financial services industry.
No bill number. Issue: covered agreements on prudential measures with respect to the business of insurance and reinsurance.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Administration's FY2016 budget proposal. Issues: dividends received deduction, rules that apply to the sale of life insurance contracts, limitations on retirement savings.
Discussion drafts on tax reform drafted by the House Ways & Means Committee and the Senate Finance Committee. Issues: taxation of life insurance products and companies, general tax issues.
S 386 / HR 2315 Mobile Workforce State Income Tax Simplification Act of 2015: withholding from multi-state employees.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to retirement security including: retirement plan standards, savings initiatives, the DOL fiduciary definition reproposal, lifetime income opportunities and public pension reform.
S 266 / HR 557 Retirement Security Act of 2015. Issue: retirement security.
S 245 / HR 506 Automatic IRA Act of 2015. Issue: retirement security.
HR 3590 The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges.
HR 2656 The Receiving Electronic Statements to Improve Retiree Earnings Act. Issue: electronic disclosure of retirement plan notices.
S 1317 / HR 2317 Lifetime Income Disclosure Act. Issue: lifetime income illustration.
Draft legislation amending Affordable Care Act provisions on health exchange assessments.
Draft legislation to facilitate disability income insurance options for employees.
S 2505 / HR 4294 SAVERS Act of 2015.
HR 4067 SAVE Act of 2015.
No bill number: Retirement Enhancement and Savings Act of 2016.
Retirement Improvements and Savings Enhancement Act Discussion Draft.
House GOP Blueprint on Tax Reform. Issue: retirement security.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Public Law 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: implementation, regulatory reform, captive reinsurance transactions, insurance capital standards, and global capital standards.
Agencies Lobbied
U.S. Senate
2nd Quarter, 2016
In Q2, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on July 19, 2016.
Original Filing: 300813177.xml
Lobbying Issues
Financial regulatory reform issues including implementation of PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act.
Implementation of PL 113-279, S 2270 Insurance Capital Standards Clarification Act of 2014. Issue: capital standards.
HR 4538 / S 2216 Senior$afe Act of 2016. Issue: protecting seniors' financial security.
HR 2141 International Insurance Standards Transparency and Policyholder Protection Act of 2015. Issue: insurance standards.
HR 5143 Transparent Insurance Standards Act. Issue: insurance standards.
S 1086 International Insurance Capital Standards Accountability Act of 2015. Issue: insurance regulatory reform.
HR 1550 Financial Stability Oversight Council Improvement Act of 2015. Issue: FSOC procedures.
No bill number. Issue: covered agreements on prudential measures with respect to the business of insurance and reinsurance.
Discussion draft: Financial CHOICE Act. Issue: implementation and regulatory reform of financial services industry.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Administration's FY2016 budget proposal. Issues: dividends received deduction, rules that apply to the sale of life insurance contracts, limitations on retirement savings.
Discussion drafts on tax reform drafted by the House Ways & Means Committee and the Senate Finance Committee. Issues: taxation of life insurance products and companies, general tax issues.
S 386 / HR 2315 Mobile Workforce State Income Tax Simplification Act of 2015: withholding from multi-state employees.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to retirement security including: retirement plan standards, savings initiatives, the DOL fiduciary definition reproposal, lifetime income opportunities and public pension reform.
S 266 / HR 557 Retirement Security Act of 2015. Issue: retirement security.
S 245 / HR 506 Automatic IRA Act of 2015. Issue: retirement security.
The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges.
HR 2656 The Receiving Electronic Statements to Improve Retiree Earnings Act. Issue: electronic disclosure of retirement plan notices.
S 1317 / HR 2317 Lifetime Income Disclosure Act. Issue: lifetime income illustration.
Draft legislation amending Affordable Care Act provisions on health exchange assessments.
Draft legislation to facilitate disability income insurance options for employees.
S 2505 / HR 4294 SAVERS Act of 2015.
HR 4067 SAVE Act of 2015.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Public Law 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: implementation, regulatory reform, captive reinsurance transactions, insurance capital standards, and global capital standards.
Agencies Lobbied
U.S. Senate
1st Quarter, 2016
In Q1, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on April 20, 2016.
Original Filing: 300800697.xml
Lobbying Issues
Financial regulatory reform issues including implementation of PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act.
Implementation of PL 113-279, S 2270Insurance Capital Standards Clarification Act of 2014. Issue: capital standards.
HR 2141 International Insurance Standards Transparency and Policyholder Protection Act of 2015. Issue: insurance standards.
S 1086 International Insurance Capital Standards Accountability Act of 2015. Issue: insurance regulatory reform.
HR 1550 Financial Stability Oversight Council Improvement Act of 2015. Issue: FSOC procedures.
No bill number. Issue: covered agreements on prudential measures with respect to the business of insurance and reinsurance.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Administration's FY2016 budget proposal. Issues: dividends received deduction, rules that apply to the sale of life insurance contracts, limitations on retirement savings.
Discussion drafts on tax reform drafted by the House Ways & Means Committee and the Senate Finance Committee. Issues: taxation of life insurance products and companies, general tax issues.
S 386 / HR 2315 Mobile Workforce State Income Tax Simplification Act of 2015: withholding from multi-state employees.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to retirement security including: retirement plan standards, savings initiatives, the DOL fiduciary definition reproposal, lifetime income opportunities and public pension reform.
S 266 / HR 557 Retirement Security Act of 2015. Issue: retirement security.
S 245 / HR 506 Automatic IRA Act of 2015. Issue: retirement security.
The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges.
HR 2656 The Receiving Electronic Statements to Improve Retiree Earnings Act. Issue: electronic disclosure of retirement plan notices.
S 1317 / HR 2317 Lifetime Income Disclosure Act. Issue: lifetime income illustration.
Draft legislation amending Affordable Care Act provisions on health exchange assessments.
Draft legislation to facilitate disability income insurance options for employees.
HR 2029 Consolidated Appropriations Act: Department of Labor proposed fiduciary rule.
S 2502 / HR 4293 Affordable Retirement Advice Protection Act.
S 2505 / HR 4294 SAVERS Act of 2015.
HR 3922 Retirement Choice Protection Act of 2015.
HR 4067 SAVE Act of 2015.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Public Law 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: implementation, regulatory reform, captive reinsurance transactions, insurance capital standards, and global capital standards.
Agencies Lobbied
U.S. Senate
4th Quarter, 2015
In Q4, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on Jan. 20, 2016.
Original Filing: 300781248.xml
Lobbying Issues
Financial regulatory reform issues including implementation of PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act.
Implementation of PL 113-279, S 2270Insurance Capital Standards Clarification Act of 2014. Issue: capital standards.
HR 2141 International Insurance Standards Transparency and Policyholder Protection Act of 2015. Issue: insurance standards.
S 1086 International Insurance Capital Standards Accountability Act of 2015. Issue: insurance regulatory reform.
HR 1550 Financial Stability Oversight Council Improvement Act of 2015. Issue: FSOC procedures.
No bill number. Issue: covered agreements on prudential measures with respect to the business of insurance and reinsurance.
No bill number. Issue: Federal Housing Finance Agency proposed rule on federal home loan bank membership.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Administration's FY2016 budget proposal. Issues: dividends received deduction, rules that apply to the sale of life insurance contracts, limitations on retirement savings.
Discussion drafts on tax reform drafted by the House Ways & Means Committee and the Senate Finance Committee. Issues: taxation of life insurance products and companies, general tax issues.
S 386 / HR 2315 Mobile Workforce State Income Tax Simplification Act of 2013: withholding from multi-state employees.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to retirement security including: retirement plan standards, savings initiatives, the DOL fiduciary definition reproposal, lifetime income opportunities and public pension reform.
S 266 / HR 557 Retirement Security Act of 2015. Issue: retirement security.
S 245 / HR 506 Automatic IRA Act of 2015. Issue: retirement security.
The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges.
HR 2656 The Receiving Electronic Statements to Improve Retiree Earnings Act. Issue: electronic disclosure of retirement plan notices.
S 1317 / HR 2317 Lifetime Income Disclosure Act. Issue: lifetime income illustration.
Draft legislation amending Affordable Care Act provisions on health exchange assessments.
Draft legislation to facilitate disability income insurance options for employees.
HR 2029 Consolidated Appropriations Act: Department of Labor proposed fiduciary rule.
HR 4293 Affordable Retirement Advice Protection Act.
HR 4294 SAVERS Act of 2015.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Public Law 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: implementation, regulatory reform, captive reinsurance transactions, insurance capital standards, and global capital standards.
Agencies Lobbied
U.S. Senate
3rd Quarter, 2015
In Q3, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on Oct. 20, 2015.
Original Filing: 300763222.xml
Lobbying Issues
Financial regulatory reform issues including implementation of PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act.
Implementation of PL 113-279, S 2270Insurance Capital Standards Clarification Act of 2014. Issue: capital standards.
HR 2141 International Insurance Standards Transparency and Policyholder Protection Act of 2015. Issue: insurance standards.
S 1086 International Insurance Capital Standards Accountability Act of 2015. Issue: insurance regulatory reform.
HR 1550 Financial Stability Oversight Council Improvement Act of 2015. Issue: FSOC procedures.
No bill number. Issue: covered agreements on prudential measures with respect to the business of insurance and reinsurance.
No bill number. Issue: Federal Housing Finance Agency proposed rule on federal home loan bank membership.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Administration's FY2016 budget proposal. Issues: dividends received deduction, rules that apply to the sale of life insurance contracts, limitations on retirement savings.
Discussion drafts on tax reform drafted by the House Ways & Means Committee and the Senate Finance Committee. Issues: taxation of life insurance products and companies, general tax issues.
S 386 / HR 2315 Mobile Workforce State Income Tax Simplification Act of 2013: withholding from multi-state employees.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to retirement security including: retirement plan standards, savings initiatives, the DOL fiduciary definition reproposal, lifetime income opportunities and public pension reform.
S 266 / HR 557 Retirement Security Act of 2015. Issue: retirement security.
S 245 / HR 506 Automatic IRA Act of 2015. Issue: retirement security.
The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges.
HR 2656 The Receiving Electronic Statements to Improve Retiree Earnings Act. Issue: electronic disclosure of retirement plan notices.
S 1317 / HR 2317 Lifetime Income Disclosure Act. Issue: lifetime income illustration.
Draft legislation amending Affordable Care Act provisions on health exchange assessments.
Draft legislation to facilitate disability income insurance options for employees.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Public Law 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: implementation, regulatory reform, captive reinsurance transactions, insurance capital standards, and global capital standards.
Agencies Lobbied
U.S. Senate
2nd Quarter, 2015
In Q2, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on July 20, 2015.
Original Filing: 300741519.xml
Lobbying Issues
Financial regulatory reform issues including implementation of PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: systemic risk designation, SEC standard of care, proprietary trading and the Federal Insurance Office.
S 754 Cybersecurity Information Sharing Act of 2015: sharing of cybersecurity threat information between the private sector and the government and among private sector entities.
HR 1770 Data Security and Breach Notification Act of 2015: securing personal information, breach notification procedures.
S 177 Data Security and Breach Notification Act of 2015: securing personal information, breach notification procedures.
S 961 / HR 2205 Data Security Act of 2015: securing personal information, breach notification procedures involving third-party providers.
Draft legislation to establish uniform national data security and breach notification standards for electronic data and to preempt state laws in order to provide the Federal Trade Commission with authority to enforce such standards.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Administration's FY2016 budget proposal. Issues: dividends received deduction, rules that apply to the sale of life insurance contracts, limitations on retirement savings.
Discussion drafts on tax reform drafted by the House Ways & Means Committee and the Senate Finance Committee. Issues: taxation of life insurance products and companies, general tax issues.
S 386 / HR 2315 Mobile Workforce State Income Tax Simplification Act of 2013: withholding from multi-state employees.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to retirement security including: retirement plan standards, savings initiatives, the DOL fiduciary definition reproposal, lifetime income opportunities and public pension reform.
S 266 / HR 557 Retirement Security Act of 2015. Issue: retirement security.
S 245 / HR 506 Automatic IRA Act of 2015. Issue: retirement security.
The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges.
HR 2656 The Receiving Electronic Statements to Improve Retiree Earnings Act. Issue: electronic disclosure of retirement plan notices.
S 1317 / HR 2317 Lifetime Income Disclosure Act. Issue: lifetime income illustration.
Draft legislation amending Affordable Care Act provisions on health exchange assessments.
Draft legislation to facilitate disability income insurance options for employees.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Public Law 111-203, HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: implementation, regulatory reform, captive reinsurance transactions, insurance capital standards, and global capital standards.
Implementation of S 2270 Insurance Capital Standards Clarification Act of 2014. Issue: capital standards.
HR 2141 International Insurance Standards Transparency and Policyholder Protection Act of 2015. Issue: insurance standards.
S 1086 International Insurance Capital Standards Accountability Act of 2015. Issue: insurance regulatory reform.
HR 1550 Financial Stability Oversight Council Improvement Act of 2015. Issue: FSOC procedures.
No bill number. Issue: covered agreements on prudential measures with respect to the business of insurance and reinsurance.
No bill number. Issue: Federal Housing Finance Agency proposed rule on federal home loan bank membership.
Agencies Lobbied
U.S. Senate
1st Quarter, 2015
In Q1, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on April 20, 2015.
Original Filing: 300722845.xml
Lobbying Issues
Proposals to modernize the regulation of insurance.
Financial regulatory reform issues including implementation of PL 111-203 Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues: systemic risk designation, SEC standard of care, proprietary trading and the Federal Insurance Office.
HR 1090 the Retail Investor Protection Act. Issue: fiduciary duty.
S 754 Cyber Information Sharing Act of 2015.
Implementation of S 2270/HR 4510 Insurance Capital Standards Clarification Act of 2014. Issue: capital standards.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Administration's FY2016 budget proposal. Issues: dividends received deduction, rules that apply to the sale of life insurance contracts, limitations on retirement savings.
Discussion drafts on tax reform drafted by the House Ways & Means Committee and the Senate Finance Committee. Issues: taxation of life insurance products and companies, general tax issues.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
S 266/HR 557 Retirement Security Act of 2015. Issue: retirement security.
Other issues related to retirement security including: retirement plan standards, savings initiatives, the DOL fiduciary definition reproposal, lifetime income opportunities and public pension reform.
Agencies Lobbied
U.S. Senate
4th Quarter, 2014
In Q4, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on Jan. 16, 2015.
Original Filing: 300697741.xml
Lobbying Issues
Proposals to modernize the regulation of insurance. Financial regulatory reform issues including implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act; specific issues include systemic risk designation, SEC standard of care, proprietary trading, the Federal Insurance Office. S 534/HR 1064, National Association of Registered Agents and Brokers Reform Act of 2013. HR 624, Cyber Intelligence Sharing and Protection Act. S 2270/HR 4510 - Insurance Capital Standards Clarification Act of 2014.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Tax issues including taxation of life insurance products and companies and general tax issues. Adminstration's FY2015 budget proposal--dividends received deduction, rules that apply to the sale of life insurance contracts, limitations on retirement savings. HR 1129, Mobile Workforce State Income Tax Simplification Act of 2013--all provisions. Ways & Means Chairman Camp's Tax Reform Discussion Draft--financial products and insurance provisions. PL 113-67, Section 203 of the Bipartisan Budget Act of 2013--a provision that would restrict access to the Social Security Death Master File except for certified entities.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to retirement security including retirement plan standards and savings initiatives, the DOL fiduciary definition reproposal, and lifetime income opportunities. S 606, Shrinking Emergency Account Losses Act of 2013. S 1270, The Secure Annuities for Employees (SAFE) Retirement Act of 2013. S 1145, Lifetime Income Disclosure Act. S 1979, Universal, Secure and Adaptable (USA) Retirement Funds Act of 2014--automatic enrollment and lifetime income provisions. S 1970, Retirement Security Act of 2014--all provisions.
Agencies Lobbied
U.S. Senate
3rd Quarter, 2014
In Q3, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on Oct. 20, 2014.
Original Filing: 300683402.xml
Lobbying Issues
Proposals to modernize the regulation of insurance. Financial regulatory reform issues including implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act; specific issues include systemic risk designation, SEC standard of care, proprietary trading, the Federal Insurance Office. S 534/HR 1064, National Association of Registered Agents and Brokers Reform Act of 2013. HR 624, Cyber Intelligence Sharing and Protection Act. S 2270/HR 4510 - Insurance Capital Standards Clarification Act of 2014
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Issues related to retirement security including retirement plan standards and savings initiatives, the DOL ERISA fiduciary standard, and lifetime income opportunities. S 606, Shrinking Emergency Account Losses Act of 2013. S 1270, The Secure Annuities for Employees (SAFE) Retirement Act of 2013. S 1145, Lifetime Income Disclosure Act. S 1979, Universal, Secure and Adaptable (USA) Retirement Funds Act of 2014--automatic enrollment and lifetime income provisions. S 1970, Retirement Security Act of 2014--all provisions.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Tax issues including taxation of life insurance products and companies and general tax issues. Adminstration's FY2015 budget proposal--dividends received deduction, rules that apply to the sale of life insurance contracts, limitations on retirement savings. HR 1129, Mobile Workforce State Income Tax Simplification Act of 2013--all provisions. Ways & Means Chairman Camp's Tax Reform Discussion Draft--financial products and insurance provisions. PL 113-67, Section 203 of the Bipartisan Budget Act of 2013--a provision that would restrict access to the Social Security Death Master File except for certified entities.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
2nd Quarter, 2014
In Q2, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on July 18, 2014.
Original Filing: 300661569.xml
Lobbying Issues
Proposals to modernize the regulation of insurance. Financial regulatory reform issues including implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act; specific issues include systemic risk designation, SEC standard of care, proprietary trading, the Federal Insurance Office. S 534/HR 1064, National Association of Registered Agents and Brokers Reform Act of 2013. HR 624, Cyber Intelligence Sharing and Protection Act.S 2270 / HR 4510 - Insurance Capital Standards Clarification Act of 2014
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Issues related to retirement security including retirement plan standards and savings initiatives, the DOL ERISA fiduciary standard, and lifetime income opportunities. S 606, Shrinking Emergency Account Losses Act of 2013. S 1270, The Secure Annuities for Employees (SAFE) Retirement Act of 2013. S 1145, Lifetime Income Disclosure Act. S 1979, Universal, Secure and Adaptable (USA) Retirement Funds Act of 2014--automatic enrollment and lifetime income provisions. S 1970, Retirement Security Act of 2014--all provisions.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Tax issues including taxation of life insurance products and companies and general tax issues. Adminstration's FY2015 budget proposal--dividends received deduction, rules that apply to the sale of life insurance contracts, limitations on retirement savings. HR 1129, Mobile Workforce State Income Tax Simplification Act of 2013--all provisions. Ways & Means Chairman Camp's Tax Reform Discussion Draft--financial products and insurance provisions. PL 113-67, Section 203 of the Bipartisan Budget Act of 2013--a provision that would restrict access to the Social Security Death Master File except for certified entities.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Patient Protection and Affordable Care Act of 2010--HHS final rule on 2015 benefit and payment parameters for pediatric dental maximum out-of-pocket costs.
1st Quarter, 2014
In Q1, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on April 21, 2014.
Original Filing: 300646423.xml
Lobbying Issues
Proposals to modernize the regulation of insurance. Financial regulatory reform issues including implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act; specific issues include systemic risk designation, SEC standard of care, proprietary trading, the Federal Insurance Office study. S 534/HR 1064, National Association of Registered Agents and Brokers Reform Act of 2013. HR 624, Cyber Intelligence Sharing and Protection Act.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Issues related to retirement security including retirement plan standards and savings initiatives, the DOL ERISA fiduciary standard, and lifetime income opportunities. S 606, Shrinking Emergency Account Losses Act of 2013. S 1270, The Secure Annuities for Employees (SAFE) Retirement Act of 2013. S 1145, Lifetime Income Disclosure Act. S 1979, Universal, Secure and Adaptable (USA) Retirement Funds Act of 2014--automatic enrollment and lifetime income provisions. S 1970, Retirement Security Act of 2014--all provisions.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Tax issues including taxation of life insurance products and companies and general tax issues. Adminstration's FY2015 budget proposal--dividends received deduction, rules that apply to the sale of life insurance contracts, limitations on retirement savings. HR 1129, Mobile Workforce State Income Tax Simplification Act of 2013--all provisions. Ways & Means Chairman Camp's Tax Reform Discussion Draft--financial products and insurance provisions. PL 113-67, Section 203 of the Bipartisan Budget Act of 2013--a provision that would restrict access to the Social Security Death Master File except for certified entities.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Patient Protection and Affordable Care Act of 2010--HHS final rule on 2015 benefit and payment parameters for pediatric dental maximum out-of-pocket costs.
4th Quarter, 2013
In Q4, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on Jan. 21, 2014.
Original Filing: 300626290.xml
Lobbying Issues
Proposals to modernize the regulation of insurance and financial regulatory reform issues including implementation of
the Dodd-Frank Wall Street Reform and Consumer Protection Act; specific issues include systemic risk designation,
SEC standard of care, proprietary trading, the Federal Insurance Office and conflicts of interest in securitizations.S 534/HR 1064, National Association of Registered Agents and Brokers Reform Act of 2013
HR 624, Cyber Intelligence Sharing and Protection Act
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Issues related to retirement security including retirement plan standards and savings initiatives, the DOL ERISA fiduciary standard,
and lifetime income opportunities.S Con Res 12 Resolution on Retirement Savings Incentives, expressing the sense of the
Congress that our current tax incentives for retirement savings provide important benefits to
Americans to help plan for a financially secure retirement.
S 606, Shrinking Emergency Account Losses Act of 2013
S 1270 Secure Annuities for Employee Act of 2013
S 1145 Lifetime Income Disclosure Act
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Tax issues including taxation of life insurance products and companies and general corporate tax issues.
Administration's FY 2014 budget proposal, dividends received deduction, rules that apply to the sale of life insurance contracts,
limitations on retirement savings.HR 1129 Mobile Workforce State Income Tax Simplification Act of 2013, all provisions.
HR 8, American Taxpayer Relief Act of 2012
Ways & Means Tax Reform Discussion Draft: Financial Products
Ways & Means Working Group on Pensions & Retirement Security
PL 113-67 Section 203 of the Bipartisan Budget Act of 2013: a provision that would restrict access to the Social Security Death Master File except for certified entities.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
3rd Quarter, 2013
In Q3, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on Oct. 21, 2013.
Original Filing: 300604714.xml
Lobbying Issues
Proposals to modernize the regulation of insurance and financial regulatory reform issues including implementation of
the Dodd-Frank Wall Street Reform and Consumer Protection Act; specific issues include systemic risk designation,
SEC standard of care, proprietary trading, the Federal Insurance Office and conflicts of interest in securitizations.HR 992, the Swaps Regulatory Improvement Act
HR 1256, the Swap Jurisdiction Certainty Act
S 534/HR 1064, National Association of Registered Agents and Brokers Reform Act of 2013
HR 624, Cyber Intelligence Sharing and Protection Act
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Issues related to retirement security including retirement plan standards and savings initiatives, the DOL ERISA fiduciary standard,
and lifetime income opportunities.S Con Res 12 Resolution on Retirement Savings Incentives, expressing the sense of the
Congress that our current tax incentives for retirement savings provide important benefits to
Americans to help plan for a financially secure retirement.
S 606, Shrinking Emergency Account Losses Act of 2013
S 1270 Secure Annuities for Employee Act of 2013
S 1145 Lifetime Income Disclosure Act
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Tax issues including taxation of life insurance products and companies and general corporate tax issues.
Administration's FY 2014 budget proposal, dividends received deduction, rules that apply to the sale of life insurance contracts,
limitations on retirement savings.HR 1129 Mobile Workforce State Income Tax Simplification Act of 2013, all provisions.
HR 8, American Taxpayer Relief Act of 2012
Ways & Means Tax Reform Discussion Draft: Financial Products
Ways & Means Working Group on Pensions & Retirement Security
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
2nd Quarter, 2013
In Q2, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on July 22, 2013.
Original Filing: 300583681.xml
Lobbying Issues
Proposals to modernize the regulation of insurance and financial regulatory reform issues including implementation of
the Dodd-Frank Wall Street Reform and Consumer Protection Act; specific issues include systemic risk designation,
SEC standard of care, proprietary trading, the Federal Insurance Office and conflicts of interest in securitizations.HR 992, the Swaps Regulatory Improvement Act
HR 1256, the Swap Jurisdiction Certainty Act
S 534/HR 1064, National Association of Registered Agents and Brokers Reform Act of 2013
HR 624, Cyber Intelligence Sharing and Protection Act
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Issues related to retirement security including retirement plan standards and savings initiatives, the DOL ERISA fiduciary standard,
and lifetime income opportunities.S Con Res 12 Resolution on Retirement Savings Incentives, expressing the sense of the
Congress that our current tax incentives for retirement savings provide important benefits to
Americans to help plan for a financially secure retirement.
S 606, Shrinking Emergency Account Losses Act of 2013
S 1270 Secure Annuities for Employee Act of 2013
S 1145 Lifetime Income Disclosure Act
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Tax issues including taxation of life insurance products and companies and general corporate tax issues.
Administration's FY 2014 budget proposal, dividends received deduction, rules that apply to the sale of life insurance contracts, limitations on retirement savings. HR 1129 Mobile Workforce State Income Tax Simplification Act of 2013, all provisions.
HR 8, American Taxpayer Relief Act of 2012
Ways & Means Tax Reform Discussion Draft: Financial Products
Ways & Means Working Group on Pensions & Retirement Security
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
1st Quarter, 2013
In Q1, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on April 22, 2013.
Original Filing: 300561119.xml
Lobbying Issues
Proposals to modernize the regulation of insurance and financial regulatory reform issues including implementation of
the Dodd-Frank Wall Street Reform and Consumer Protection Act; specific issues include systemic risk designation,
SEC standard of care, proprietary trading, the Federal Insurance Office and conflicts of interest in securitizations.HR 992, the Swaps Regulatory Improvement Act
HR 1256, the Swap Jurisdiction Certainty Act
S 534/HR 1064, National Association of Registered Agents and Brokers Reform Act of 2013
HR 624, Cyber Intelligence Sharing and Protection Act
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Issues related to retirement security including retirement plan standards and savings initiatives, the DOL ERISA fiduciary standard,
and lifetime income opportunities.
S Con Res 12 Resolution on Retirement Savings Incentives, expressing the sense of the
Congress that our current tax incentives for retirement savings provide important benefits to
Americans to help plan for a financially secure retirement.
S 606, Shrinking Emergency Account Losses Act of 2013
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Tax issues including taxation of life insurance products and companies and general corporate tax issues.
Administration's FY 2014 budget proposal, dividends received deduction, rules that apply to the sale of life insurance contracts, limitations on retirement savings. HR 1129 Mobile Workforce State Income Tax Simplification Act of 2013, all provisions.
HR 8, American Taxpayer Relief Act of 2012
Ways & Means Tax Reform Discussion Draft: Financial Products
Ways & Means Working Group on Pensions & Retirement Security
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
4th Quarter, 2012
In Q4, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on Jan. 22, 2013.
Original Filing: 300537969.xml
Lobbying Issues
Proposals to modernize the regulation of insurance and financial regulatory reform issues including implementation of
the Dodd-Frank Wall Street Reform and Consumer Protection Act; specific issues include systemic risk designation,
SEC standard of care, proprietary trading, the Federal Insurance Office and conflicts of interest in securitizations.S 2342 Creating the National Association of Registered Agents and Brokers--all provisions.
HR 1573 To facilitate implementation of Title VII of the Dodd-Frank Wall Street Reform and
Consumer Protection Act, promote regulatory coordination, and avoid market disruption.
S 3414 The Cybersecurity Act of 2012.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Issues related to retirement security including retirement plan standards and savings initiatives, the DOL ERISA fiduciary standard,
and lifetime income opportunities.
HR 1534 Small Business Add Value for Employees Act of 2011 (SAVE Act)--voluntary auto-IRAs.
S 1557 Automatic IRA Act of 2011--voluntary IRAs and multiple employer plans.HR 3656 The Retirement Savings Security Act--401(k) loans.
HR 4050 Retirement Plan Simplification and Enhancement Act--strengthen multiple employer
plans, improve the administration of J&S annuity rules and other annuity improvements.
H Con Res 101 Resolution on Retirement Savings Incentives--expressing the sense of the
Congress that our current tax incentives for retirement savings provide important benefits to
Americans to help plan for a financially secure retirement.
S 1211 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act--borrowing limits on
401(k) plans.
HR 3482 Tax Crimes and Identity Theft Protection Act--DMF data restrictions.
HR 3215 / S 1534 Identity Theft and Tax Fraud Prevention Act--DMF data restrictions.
HR 677 / S 267 The Lifetime Disclosure Acts--all provisions.
S 1813 Moving Ahead for Progress in the 21st Century (MAP-21)--retirement plan distribution and
life settlement reporting provisions.
HR 1534 The SAVE Act of 2011.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Tax issues including taxation of life insurance products and companies and general corporate tax issues.
Administration's FY 2013 budget proposal--dividends received deduction, interest expense disallowance for itnerest
unrelated corporate-owned life insurance, rules that apply to the sale of life insurance contracts.S 2048 A bill to amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain
life insurance contract transactions, and for other purposes--taxation of life insurance products and
reporting requirements of certain life insurance companies.
HR 1864 Mobile Workforce State Income Tax Simplification Act of 2011--all provisions.
S 365 Budget Control Act of 2011--dividends received deduction and other revenue provisions.
S 1549 American Jobs Act of 2011--dividends received deduction and other revenue provisions.
Administration Deficit Reduction Proposal, Living Within Our Means and Investing for the Future:
The President's Plan for Economic Growth and Deficit Reduction--dividends received deduction
and other revenue provisions.
Administration Framework for Business Tax Reform--dividends received deduction and other
corporate tax provisions.
HR 3630 Middle Class Tax Relief and Job Creation Act of 2012--dividends received deduction and
other revenue provisions.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
3rd Quarter, 2012
In Q3, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on Oct. 22, 2012.
Original Filing: 300516868.xml
Lobbying Issues
Proposals to modernize the regulation of insurance and financial regulatory reform issues including implementation of
the Dodd-Frank Wall Street Reform and Consumer Protection Act; specific issues include systemic risk designation,
SEC standard of care, proprietary trading, the Federal Insurance Office and conflicts of interest in securitizations.S 2342 Creating the National Association of Registered Agents and Brokers--all provisions.
HR 1573 To facilitate implementation of Title VII of the Dodd-Frank Wall Street Reform and
Consumer Protection Act, promote regulatory coordination, and avoid market disruption.
S 3414 The Cybersecurity Act of 2012.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Issues related to retirement security including retirement plan standards and savings initiatives, the DOL ERISA fiduciary standard,
and lifetime income opportunities.
HR 1534 Small Business Add Value for Employees Act of 2011 (SAVE Act)--voluntary auto-IRAs.
S 1557 Automatic IRA Act of 2011--voluntary IRAs and multiple employer plans.HR 3656 The Retirement Savings Security Act--401(k) loans.
HR 4050 Retirement Plan Simplification and Enhancement Act--strengthen multiple employer
plans, improve the administration of J&S annuity rules and other annuity improvements.
H Con Res 101 Resolution on Retirement Savings Incentives--expressing the sense of the
Congress that our current tax incentives for retirement savings provide important benefits to
Americans to help plan for a financially secure retirement.
S 1211 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act--borrowing limits on
401(k) plans.
HR 3482 Tax Crimes and Identity Theft Protection Act--DMF data restrictions.
HR 3215 / S 1534 Identity Theft and Tax Fraud Prevention Act--DMF data restrictions.
HR 677 / S 267 The Lifetime Disclosure Acts--all provisions.
S 1813 Moving Ahead for Progress in the 21st Century (MAP-21)--retirement plan distribution and
life settlement reporting provisions.
HR 1534 The SAVE Act of 2011.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Tax issues including taxation of life insurance products and companies and general corporate tax issues.
Administration's FY 2013 budget proposal--dividends received deduction, interest expense disallowance for itnerest
unrelated corporate-owned life insurance, rules that apply to the sale of life insurance contracts.S 2048 A bill to amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain
life insurance contract transactions, and for other purposes--taxation of life insurance products and
reporting requirements of certain life insurance companies.
HR 1864 Mobile Workforce State Income Tax Simplification Act of 2011--all provisions.
S 365 Budget Control Act of 2011--dividends received deduction and other revenue provisions.
S 1549 American Jobs Act of 2011--dividends received deduction and other revenue provisions.
Administration Deficit Reduction Proposal, Living Within Our Means and Investing for the Future:
The President's Plan for Economic Growth and Deficit Reduction--dividends received deduction
and other revenue provisions.
Administration Framework for Business Tax Reform--dividends received deduction and other
corporate tax provisions.
HR 3630 Middle Class Tax Relief and Job Creation Act of 2012--dividends received deduction and
other revenue provisions.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
2nd Quarter, 2012
In Q2, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on July 18, 2012.
Original Filing: 300489287.xml
Lobbying Issues
Proposals to modernize the regulation of insurance and financial regulatory reform issues including implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act; specific issues include systemic risk designation, SEC standard of care, proprietary trading, the Federal Insurance Office and conflicts of interest in securitizations.
S 2342 Creating the National Association of Registered Agents and Brokers--all provisions.
HR 1573 To facilitate implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Issues related to retirement security including retirement plan standards and savings initiatives, the DOL ERISA fiduciary standard,
and lifetime income opportunities.
HR 1534 Small Business Add Value for Employees Act of 2011 (SAVE Act)--voluntary auto-IRAs.
S 1557 Automatic IRA Act of 2011--voluntary IRAs and multiple employer plans. HR 3656 The Retirement Savings Security Act--401(k) loans.
HR 4050 Retirement Plan Simplification and Enhancement Act--strengthen multiple employer plans, improve the administration of J&S annuity rules and other annuity improvements.
H Con Res 101 Resolution on Retirement Savings Incentives--expressing the sense of the Congress that our current tax incentives for retirement savings provide important benefits to Americans to help plan for a financially secure retirement.
S 1211 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act--borrowing limits on 401(k) plans.
HR 3482 Tax Crimes and Identity Theft Protection Act--DMF data restrictions.
HR 3215 / S 1534 Identity Theft and Tax Fraud Prevention Act--DMF data restrictions.
HR 677 / S 267 The Lifetime Disclosure Acts--all provisions.
S 1813 Moving Ahead for Progress in the 21st Century (MAP-21)--retirement plan distribution and life settlement reporting provisions.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
Tax issues including taxation of life insurance products and companies and general corporate tax issues.
Administration's FY 2013 budget proposal--dividends received deduction, interest expense disallowance for itnerest unrelated corporate-owned life insurance, rules that apply to the sale of life insurance contracts.S 2048 A bill to amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes--taxation of life insurance products and reporting requirements of certain life insurance companies.
HR 1864 Mobile Workforce State Income Tax Simplification Act of 2011--all provisions.
S 365 Budget Control Act of 2011--dividends received deduction and other revenue provisions.
S 1549 American Jobs Act of 2011--dividends received deduction and other revenue provisions.
Administration Deficit Reduction Proposal, Living Within Our Means and Investing for the Future: The President's Plan for Economic Growth and Deficit Reduction--dividends received deduction and other revenue provisions.
Administration Framework for Business Tax Reform--dividends received deduction and other corporate tax provisions.
HR 3630 Middle Class Tax Relief and Job Creation Act of 2012--dividends received deduction and other revenue provisions.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
1st Quarter, 2012
In Q1, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on April 20, 2012.
Original Filing: 300473520.xml
Lobbying Issues
HR 1573--Facilitate implementation of VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act;
PL 112-29 America Invents Act--patent reform;
PL 112-25 Budget Control Act--deficit reduction/debt limit increase;
HR 2577 Safe Data Act--privacy; S 1151 Personal Data Privacy and Security Act--privacy;
S 1207 Data Security and Breach Notification Act--privacy.
S 799 The Commercial Privacy Bill of Rights Act--privacy;
HR 1528 Consumer Privacy Protection Act--privacy;
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
HR 1534 Small Businesses Add Value for Employees Act--retirement savings plans and lifetime income statements;
S 1557--Automatic IRA Act;
HR 4049--Automatic IRA Act of 2012;
HR 4050--Retirement Plan Simplification and Enhancement Act of 2012;Department of Labor proposed rule--Definition of the Term "Fiduciary"
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
HR 25 Fair Tax Act--tax reform;
S 13 Fair Tax Act--tax reform;
S 727 Bipartisan Tax Fairness and Simplification Act--tax reform;
Administration's FY 2013 budget proposal--dividends received deduction and other revenue provisions
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
4th Quarter, 2011
In Q4, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on Jan. 20, 2012.
Original Filing: 300452164.xml
Lobbying Issues
HR 1259 Death Tax Repeal Permanency Act--repeals estate tax; HR 25 Fair Tax Act--tax reform; S 13 Fair Tax Act--tax reform; S 727 Bipartisan Tax Fairness and Simplification Act--tax reform; HR 1534 Small Businesses Add Value for Employees Act--retirement savings plans and lifetime income statements; S 799 The Commercial Privacy Bill of Rights Act--privacy; HR 1528 Consumer Privacy Protection Act--privacy;HR 1573--Facilitate implementation of VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act; PL 112-29 America Invents Act--patent reform; PL 112-25 Budget Control Act--deficit reduction/debt limit increase; S 1557 Automatic IRA Act; HR 2577 Safe Data Act--privacy; S 1151 Personal Data Privacy and Security Act--privacy; S 1207 Data Security and Breach Notification Act--privacy.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
HR 25 Fair Tax Act--tax reform; S 13 Fair Tax Act--tax reform; S 727 Bipartisan Tax Fairness and Simplification Act--tax reform; HR 1534 Small Businesses Add Value for Employees Act--retirement savings plans and lifetime income statements; S 799 The Commercial Privacy Bill of Rights Act--privacy; HR 1528 Consumer Privacy Protection Act--privacy; HR 1573--Facilitate implementation of the title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act; PL 112-25 Budget Control Act--debt limit increase/deficit reduction; S 1557 Automatic IRA Act; HR 2577 Safe Data Act--privacy; S 1151 Personal Data Privacy and Security Act--privacy; S 1207 Data Security and Breach Notification Act--privacy.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
3rd Quarter, 2011
In Q3, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on Oct. 20, 2011.
Original Filing: 300425898.xml
Lobbying Issues
HR 1259 Death Tax Repeal Permanency Act--repeals estate tax; HR 25 Fair Tax Act--tax reform; S 13 Fair Tax Act--tax reform; S 727 Bipartisan Tax Fairness and Simplification Act--tax reform; HR 1534 Small Businesses Add Value for Employees Act--retirement savings plans and lifetime income statements; S 799 The Commercial Privacy Bill of Rights Act--privacy; HR 1528 Consumer Privacy Protection Act--privacy;HR 1573--Facilitate implementation of VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act; PL 112-29 America Invents Act--patent reform; PL 112-25 Budget Control Act--deficit reduction/debt limit increase; S 1557 Automatic IRA Act; HR 2577 Safe Data Act--privacy; S 1151 Personal Data Privacy and Security Act--privacy; S 1207 Data Security and Breach Notification Act--privacy.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
HR 25 Fair Tax Act--tax reform; S 13 Fair Tax Act--tax reform; S 727 Bipartisan Tax Fairness and Simplification Act--tax reform; HR 1534 Small Businesses Add Value for Employees Act--retirement savings plans and lifetime income statements; S 799 The Commercial Privacy Bill of Rights Act--privacy; HR 1528 Consumer Privacy Protection Act--privacy; HR 1573--Facilitate implementation of the title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act; PL 112-25 Budget Control Act--debt limit increase/deficit reduction; S 1557 Automatic IRA Act; HR 2577 Safe Data Act--privacy; S 1151 Personal Data Privacy and Security Act--privacy; S 1207 Data Security and Breach Notification Act--privacy.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
2nd Quarter, 2011
In Q2, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on July 19, 2011.
Original Filing: 300396529.xml
Lobbying Issues
HR 1259 Death Tax Repeal Permanency Act--repeals estate tax; HR 25 Fair Tax Act--tax reform; S 13 Fair Tax Act--tax reform; S 727 Bipartisan Tax Fairness and Simplification Act--tax reform; Hr 1534 Small Businesses Add Value for Employees Act--retirement savings plans and lifetime income statements; S 799 The Commercial Privacy Bill of Rights Act--privacy; HR 1528 Consumer Privacy Protection Act--privacy;HR 1573--Facilitate implementation of VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act; HR 1249/S 23 America Invents Act--patent reform.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
HR 25 Fair Tax Act--tax reform; S 13 Fair Tax Act--tax reform; S 727 Bipartisan Tax Fairness and Simplification Act--tax reform; HR 1534 Small Businesses Add Value for Employees Act--retirement savings plans and lifetime income statements; S 799 The Commercial Privacy Bill of Rights Act--privacy; HR 1528 Consumer Privacy Protection Act--privacy; HR 1573--Facilitate implementation of the title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2011
In Q1, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on April 20, 2011.
Original Filing: 300375857.xml
Lobbying Issues
HR 1259 Death Tax Repeal Permanency Act--repeals estate tax; HR 25 Fair Tax Act--tax reform; S 13 Fair Tax Act--tax reform; S 727 Bipartisan Tax Fairness and Simplification Act--tax reform; HR 1534 Small Businesses Add Value for Employees Act--retirement savings plans and lifetime income statements; S 799 The Commerical Privacy Bill of Rights Act--privacy; HR 1528 Consumer Privacy Protection Act--privacy; HR 1573--Facilitate implementation of title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
HR 25 Fair Tax Act--tax reform; S 13 Fair Tax Act--tax reform; S 727 Bipartisan Tax Fairness and Simplification Act--tax reform; HR 1534 Small Businesses Add Value for Employees Act--retirement savings plans and lifetime income statements; S 799 The Commerical Privacy Bill of Rights Act--privacy; HR 1528 Consumer Privacy Protection Act--privacy; HR 1573--Facilitate implementation of title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
4th Quarter, 2010
In Q4, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on Jan. 20, 2011.
Original Filing: 300348015.xml
Lobbying Issues
HR 4853 Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010extends for two years the 2001 and 2003 tax rates and reforms the estate tax; S 401Defined Contribution Fee Disclosure Act of 2009 / HR 2989 401(k) Fair Disclosure and Pension Security Act of 2009-- 401(k) fee disclosure and investment advice legislation; S 515 Patent Reform Act of 2009 / HR 1260 Patent Reform Act of 2009-- patent reform legislation; HR 1880 National Insurance Consumer Protection Act -- federal insurance regulation legislation; HR 2748 Retirement Security Needs Lifetime Pay Act / S 1297 Retirement Security for Life Act--tax exclusion legislation for lifetime annuity payments;
HR 4126 The Retirement Fairness Act of 2009--defined contribution reform legislation;
S 2832 Lifetime Income Disclosure Act--annuity disclosure requirement for pension plans;
S 3760 Automatic IRA Act of 2010 / HR 6099 Automatic IRA Act of 2010.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
HR 4853 Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010extends for two years the 2001 and 2003 tax rates and reforms the estate tax; S 401 Defined Contribution Fee Disclosure Act of 2009 / HR 2989 401(k) Fair Disclosure and Pension Security Act of 2009-- 401(k) fee disclosure and investment advice legislation; S 1082 GROWTH Act--a bill to defer capital gains until owners sell their mutual funds; HR 4126 The Retirement Fairness Act of 2009--defined contribution reform legislation;
S 2832 Lifetime Income Disclosure Act--annuity disclosure for retirement plans;
S 3760 Automatic IRA Act of 2010 / HR 6099 Automatic IRA Act of 2010.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
3rd Quarter, 2010
In Q3, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on Oct. 20, 2010.
Original Filing: 300325479.xml
Lobbying Issues
HR 436 Certain Estate Tax Relief Act of 2009 / S 722 Taxpayer Certainty and Relief Act of 2009-- reform of the estate tax legislation; S 401 Defined Contribution Fee Disclosure Act of 2009 / HR 2989 401(k) Fair Disclosure and Pension Security Act of 2009-- 401(k) fee disclosure and investment advice legislation; S 515 Patent Reform Act of 2009 / HR 1260 Patent Reform Act of 2009-- patent reform legislation; HR 1880 National Insurance Consumer Protection Act -- federal insurance regulation legislation; HR 2609 Insurance Information Act of 2009--a bill to establish an office of insurance information; HR 2748 Retirement Security Needs Lifetime Pay Act / S 1297 Retirement Security for Life Act--tax exclusion legislation for lifetime annuity payments; HR 3126 The Consumer Financial Protection Agency Act--a bill to establish a new federal agency to protect consumers; S 1679 / HR 3200 America's Affordable Health Choices Act--a bill to reform health insurance; HR 4872 Health Care and Education Reconciliation Act of 2010; HR 3590 The Patient Protection and Affordable Care Act; HR 4173 Dodd-Frank Wall Street Reform and Consumer Protection Act--financial services regulatory reform legislation; HR 4126 The Retirement Fairness Act of 2009--defined contribution reform legislation; S 2832 Lifetime Income Disclosure Act--annuity disclsoure requirement for pension plans; S 3760 Automatic IRA Act of 2010; HR 6099 Automatic IRA Act of 2010.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
S 567 A bill to repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends of individuals at capital gains rates / HR 498 Capital Gains and Estate Tax Relief Act of 2009 / HR 664 Economic Stimulus Enhancement and Tax Relief Permanency Act of 2009 -- permanent lower individual income tax rates for capital gains and dividends legislation; S 401 Defined Contribution Fee Disclosure Act of 2009 / HR 2989 401(k) Fair Disclosure and Pension Security Act of 2009-- 401(k) fee disclosure and investment advice legislation; S 1082 GROWTH Act--a bill to defer capital gains until owners sell their mutual funds; HR 3126 The Consumer Financial Protection Agency Act--a bill to establish a new federal agency to protect consumers of financial products; HR 4126 The Retirement Fairness Act of 2009--defined contribution reform legislation; S 2832 Lifetime Income Disclsoure Act--annuity disclosure for retirement plans; HR 4173 Wall Street Reform and Consumer Protection Act--financial services regulatory reform legislation; S 3760 Automatic IRA Act of 2010; HR 6099 Automatic IRA Act of 2010.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
2nd Quarter, 2010
In Q2, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on July 20, 2010.
Original Filing: 300299542.xml
Lobbying Issues
HR 436 Certain Estate Tax Relief Act of 2009 / S 722 Taxpayer Certainty and Relief Act of 2009-- reform of the estate tax legislation; S 401 Defined Contribution Fee Disclosure Act of 2009 / HR 2989 401(k) Fair Disclosure and Pension Security Act of 2009-- 401(k) fee disclosure and investment advice legislation; S 515 Patent Reform Act of 2009 / HR 1260 Patent Reform Act of 2009-- patent reform legislation; HR 1880 National Insurance Consumer Protection Act -- federal insurance regulation legislation; HR 2609 Insurance Information Act of 2009--a bill to establish an office of insurance information; HR 2748 Retirement Security Needs Lifetime Pay Act / S 1297 Retirement Security for Life Act--tax exclusion legislation for lifetime annuity payments; HR 3126 The Consumer Financial Protection Agency Act--a bill to establish a new federal agency to protect consumers; S 1679 / HR 3200 America's Affordable Health Choices Act--a bill to reform health insurance; HR 4872 The Reconciliation Act of 2010; HR 3590 The Patient Protection and Affordable Care Act; HR 4173 Wall Street Reform and Consumer Protection Act--financial services regulatory reform legislation; HR 4126 The Retirement Fairness Act of 2009--defined contribution reform legislation; S 2832 Lifetime Income Disclosure Act--annuity disclsoure requirement for pension plans.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
S 567 A bill to repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends of individuals at capital gains rates / HR 498 Capital Gains and Estate Tax Relief Act of 2009 / HR 664 Economic Stimulus Enhancement and Tax Relief Permanency Act of 2009 -- permanent lower individual income tax rates for capital gains and dividends legislation; S 401 Defined Contribution Fee Disclosure Act of 2009 / HR 2989 401(k) Fair Disclosure and Pension Security Act of 2009-- 401(k) fee disclosure and investment advice legislation; S 1082 GROWTH Act--a bill to defer capital gains until owners sell their mutual funds; HR 3126 The Consumer Financial Protection Agency Act--a bill to establish a new federal agency to protect consumers of financial products; HR 4126 The Retirement Fairness Act of 2009--defined contribution reform legislation; S 2832 Lifetime Income Disclsoure Act--annuity disclosure for retirement plans; HR 4173 Wall Street Reform and Consumer Protection Act--financial services regulatory reform legislation.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2010
LINCOLN NATIONAL CORPORATION amended a lobbying report for in-house lobbying in Q12010 on Sept. 27, 2011
Original Filing: 300425918.xml
Lobbying Issues
HR 436 Certain Estate Tax Relief Act of 2009 / S 722 Taxpayer Certainty and Relief Act of 2009-- reform of the estate tax legislation; S 401 Defined Contribution Fee Disclosure Act of 2009 / HR 2989 401(k) Fair Disclosure and Pension Security Act of 2009-- 401(k) fee disclosure and investment advice legislation; S 515 Patent Reform Act of 2009 / HR 1260 Patent Reform Act of 2009-- patent reform legislation; HR 1880 National Insurance Consumer Protection Act -- federal insurance regulation legislation; HR 2609 Insurance Information Act of 2009--a bill to establish an office of insurance information; HR 2748 Retirement Security Needs Lifetime Pay Act / S 1297 Retirement Security for Life Act--tax exclusion legislation for lifetime annuity payments; HR 3126 The Consumer Financial Protection Agency Act--a bill to establish a new federal agency to protect consumers; S 1679 / HR 3200 America's Affordable Health Choices Act--a bill to reform health insurance; HR 4872 The Reconciliation Act of 2010; HR 3590 The Patient Protection and Affordable Care Act; HR 4173 Wall Street Reform and Consumer Protection Act--financial services regulatory reform legislation; HR 4126 The Retirement Fairness Act of 2009--defined contribution reform legislation; S 2832 Lifetime Income Disclosure Act--annuity disclsoure requirement for pension plans.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
S 567 A bill to repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends of individuals at capital gains rates / HR 498 Capital Gains and Estate Tax Relief Act of 2009 / HR 664 Economic Stimulus Enhancement and Tax Relief Permanency Act of 2009 -- permanent lower individual income tax rates for capital gains and dividends legislation; S 401 Defined Contribution Fee Disclosure Act of 2009 / HR 2989 401(k) Fair Disclosure and Pension Security Act of 2009-- 401(k) fee disclosure and investment advice legislation; S 1082 GROWTH Act--a bill to defer capital gains until owners sell their mutual funds; HR 3126 The Consumer Financial Protection Agency Act--a bill to establish a new federal agency to protect consumers of financial products; HR 4126 The Retirement Fairness Act of 2009--defined contribution reform legislation; S 2832 Lifetime Income Disclsoure Act--annuity disclosure for retirement plans.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2010
In Q1, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on April 19, 2010.
Original Filing: 300262969.xml
Lobbying Issues
HR 436 Certain Estate Tax Relief Act of 2009 / S 722 Taxpayer Certainty and Relief Act of 2009-- reform of the estate tax legislation; S 401 Defined Contribution Fee Disclosure Act of 2009 / HR 2989 401(k) Fair Disclosure and Pension Security Act of 2009-- 401(k) fee disclosure and investment advice legislation; S 515 Patent Reform Act of 2009 / HR 1260 Patent Reform Act of 2009-- patent reform legislation; HR 1880 National Insurance Consumer Protection Act -- federal insurance regulation legislation; HR 2609 Insurance Information Act of 2009--a bill to establish an office of insurance information; HR 2748 Retirement Security Needs Lifetime Pay Act / S 1297 Retirement Security for Life Act--tax exclusion legislation for lifetime annuity payments; HR 3126 The Consumer Financial Protection Agency Act--a bill to establish a new federal agency to protect consumers; S 1679 / HR 3200 America's Affordable Health Choices Act--a bill to reform health insurance; HR 4872 The Reconciliation Act of 2010; HR 3590 The Patient Protection and Affordable Care Act; HR 4173 Wall Street Reform and Consumer Protection Act--financial services regulatory reform legislation; HR 4126 The Retirement Fairness Act of 2009--defined contribution reform legislation; S 2832 Lifetime Income Disclosure Act--annuity disclsoure requirement for pension plans.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
S 567 A bill to repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends of individuals at capital gains rates / HR 498 Capital Gains and Estate Tax Relief Act of 2009 / HR 664 Economic Stimulus Enhancement and Tax Relief Permanency Act of 2009 -- permanent lower individual income tax rates for capital gains and dividends legislation; S 401 Defined Contribution Fee Disclosure Act of 2009 / HR 2989 401(k) Fair Disclosure and Pension Security Act of 2009-- 401(k) fee disclosure and investment advice legislation; S 1082 GROWTH Act--a bill to defer capital gains until owners sell their mutual funds; HR 3126 The Consumer Financial Protection Agency Act--a bill to establish a new federal agency to protect consumers of financial products; HR 4126 The Retirement Fairness Act of 2009--defined contribution reform legislation; S 2832 Lifetime Income Disclsoure Act--annuity disclosure for retirement plans.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
4th Quarter, 2009
In Q4, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on Jan. 19, 2010.
Original Filing: 300238268.xml
Lobbying Issues
HR 436 Certain Estate Tax Relief Act of 2009 / S 722 Taxpayer Certainty and Relief Act of 2009-- reform of the estate tax legislation; S 401 Defined Contribution Fee Disclosure Act of 2009 / HR 2989 401(k) Fair Disclosure and Pension Security Act of 2009-- 401(k) fee disclosure and investment advice legislation; S 515 Patent Reform Act of 2009 / HR 1260 Patent Reform Act of 2009-- patent reform legislation; HR 1880 National Insurance Consumer Protection Act -- federal insurance regulation legislation; HR 2609 Insurance Information Act of 2009--a bill to establish an office of insurance information; HR 2748 Retirement Security Needs Lifetime Pay Act / S 1297 Retirement Security for Life Act--tax exclusion legislation for lifetime annuity payments; HR 3126 The Consumer Financial Protection Agency Act--a bill to establish a new federal agency to protect consumers; S 1679 / HR 3200 America's Affordable Health Choices Act--a bill to reform health insurance; HR 4173 Wall Street Reform and Consumer Protection Act--financial services regulatory reform legislation; HR 4126 The Retirement Fairness Act of 2009--defined contribution reform legislation; S 2832 Lifetime Income Disclosure Act--annuity disclsoure requirement for pension plans.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
S 567 A bill to repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends of individuals at capital gains rates / HR 498 Capital Gains and Estate Tax Relief Act of 2009 / HR 664 Economic Stimulus Enhancement and Tax Relief Permanency Act of 2009 -- permanent lower individual income tax rates for capital gains and dividends legislation; S 401 Defined Contribution Fee Disclosure Act of 2009 / HR 2989 401(k) Fair Disclosure and Pension Security Act of 2009-- 401(k) fee disclosure and investment advice legislation; S 1082 GROWTH Act--a bill to defer capital gains until owners sell their mutual funds; HR 3126 The Consumer Financial Protection Agency Act--a bill to establish a new federal agency to protect consumers of financial products; HR 4126 The Retirement Fairness Act of 2009--defined contribution reform legislation; S 2832 Lifetime Income Disclsoure Act--annuity disclosure for retirement plans.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
3rd Quarter, 2009
In Q3, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on Oct. 15, 2009.
Original Filing: 300206021.xml
Lobbying Issues
HR 436 Certain Estate Tax Relief Act of 2009 / S 722 Taxpayer Certainty and Relief Act of 2009-- reform of the estate tax legislation; S 401 Defined Contribution Fee Disclosure Act of 2009 / HR 2989 401(k) Fair Disclosure and Pension Security Act of 2009-- 401(k) fee disclosure and investment advice legislation; S 515 Patent Reform Act of 2009 / HR 1260 Patent Reform Act of 2009-- patent reform legislation; HR 1880 National Insurance Consumer Protection Act -- federal insurance regulation legislation; HR 2609 Insurance Information Act of 2009--a bill to establish an office of insurance information; HR 2748 Retirement Security Needs Lifetime Pay Act / S 1297 Retirement Security for Life Act--tax exclusion legislation for lifetime annuity payments; HR 3126 The Consumer Financial Protection Agency Act--a bill to establish a new federal agency to protect consumers; S 1679 / HR 3200 America's Affordable Health Choices Act--a bill to reform health insurance.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
S 567 A bill to repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends of individuals at capital gains rates / HR 498 Capital Gains and Estate Tax Relief Act of 2009 / HR 664 Economic Stimulus Enhancement and Tax Relief Permanency Act of 2009 -- permanent lower individual income tax rates for capital gains and dividends legislation; S 401 Defined Contribution Fee Disclosure Act of 2009 / HR 2989 401(k) Fair Disclosure and Pension Security Act of 2009-- 401(k) fee disclosure and investment advice legislation; S 1082 GROWTH Act--a bill to defer capital gains until owners sell their mutual funds; HR 3126 The Consumer Financial Protection Agency Act--a bill to establish a new federal agency to protect consumers of financial products.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
2nd Quarter, 2009
In Q2, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on July 16, 2009.
Original Filing: 300180353.xml
Lobbying Issues
HR 436 Certain Estate Tax Relief Act of 2009 / S 722 Taxpayer Certainty and Relief Act of 2009-- reform of the estate tax legislation; S 401 Defined Contribution Fee Disclosure Act of 2009 / HR 2989 401(k) Fair Disclosure and Pension Security Act of 2009-- 401(k) fee disclosure and investment advice legislation; S 515 Patent Reform Act of 2009 / HR 1260 Patent Reform Act of 2009-- patent reform legislation; HR 1880 National Insurance Consumer Protection Act -- federal insurance regulation legislation; HR 2609 Insurance Information Act of 2009--a bill to establish an office of insurance information; HR 2748 Retirement Security Needs Lifetime Pay Act / S 1297 Retirement Security for Life Act--tax exclusion legislation for lifetime annuity payments.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
S 567 A bill to repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends of individuals at capital gains rates / HR 498 Capital Gains and Estate Tax Relief Act of 2009 / HR 664 Economic Stimulus Enhancement and Tax Relief Permanency Act of 2009 -- permanent lower individual income tax rates for capital gains and dividends legislation; S 401 Defined Contribution Fee Disclosure Act of 2009 / HR 2989 401(k) Fair Disclosure and Pension Security Act of 2009-- 401(k) fee disclosure and investment advice legislation; S 1082 GROWTH Act--a bill to defer capital gains until owners sell their mutual funds.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2009
In Q1, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on April 17, 2009.
Original Filing: 300152507.xml
Lobbying Issues
HR 436 Certain Estate Tax Relief Act of 2009/ S 722 Taxpayer Certainty and Relief Act of 2009-- reform of the estate tax legislation; HR 1944 To Amend the Internal Revenue Code of 1986 to Permanently Extend the Subpart F Exemption for Active Financing Income-- permanent subpart F exemption legislation; S 401 Defined Contribution Fee Disclosure Act of 2009-- 401(k) fee disclosure legislation; S 515 Patent Reform Act of 2009/ HR 1260 Patent Reform Act of 2009-- patent reform legislation; HR 1880 National Insurance Consumer Protection Act -- federal insurance regulation legislation; PL 111-5 American Recovery and Reinvestment Act of 2009-- stimulus legislation.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
S 567 A bill to repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends of individuals at capital gains rates / HR 498 Capital Gains and Estate Tax Relief Act of 2009 / HR 664 Economic Stimulus Enhancement and Tax Relief Permanency Act of 2009 -- permanent lower individual income tax rates for capital gains and dividends legislation; S 401 Defined Contribution Fee Disclosure Act of 2009 -- 401(k) fee disclosure legislation.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
4th Quarter, 2008
In Q4, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on Jan. 13, 2009.
Original Filing: 300116347.xml
Lobbying Issues
HR 25 / S 1025--tax reform legislation; HR 2205 / S 1010--retirement security for life legislation; HR 1509 / S 940--subpart F legislation; HR 1810 / S 1366--life/non-life consolidated return legislation; HR 3200 / S 40--optional federal charter legislation; HR 3185 / HR 3765 / S 2473--401(k) fee disclosure legislation; HR 1098 / S 1145--patent reform legislation; PL 110-343--Emergency Economic Stabilization Act-market rescue and tax extenders legislation.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
HR 2796 / S 2126--capital gains tax exclusion for mututal funds; HR 3225--mutual fund fee reform legislation; HR 2312 / S 502--permanent individual income tax rates for capital gains and dividends legislation; PL 110-343--capital gains reporting legislation; HR 3185 / HR 3765 / S 2473--401(k) fee disclosure legislation; PL 110-343--Emergency Economic Stabilization Act-market rescue and tax extenders legislation.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
3rd Quarter, 2008
In Q3, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on Oct. 16, 2008.
Original Filing: 300093911.xml
Lobbying Issues
HR 25 / S 1025--tax reform legislation; HR 2205 / S 1010--retirement security for life legislation; HR 1509 / S 940--subpart F legislation; HR 1810 / S 1366--life/non-life consolidated return legislation; HR 3200 / S 40--optional federal charter legislation; HR 3185 / HR 3765 / S 2473--401(k) fee disclosure legislation; HR 1098 / S 1145--patent reform legislation; HR 6049--tax extension legislation; HR 3221--foreclosure prevention legislation.; HR 1424--market rescue and tax extender legislation.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
HR 2796 / S 2126--capital gains tax exclusion for mutual funds; HR 3225--mutual fund fee reform legislation; HR 2312 / S 502--permanent individual income tax rates for capital gains and dividends legislation; HR 878 / S 601--capital gains reporting legislation; HR 3185 / HR 3765 / S 2473--401(k) fee disclosure legislation; HR 1424--market rescue and tax extender legislation.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
2nd Quarter, 2008
In Q2, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on July 15, 2008.
Original Filing: 300065558.xml
Lobbying Issues
HR 25 / S 1025--tax reform legislation; HR 2205 / S 1010--retirement security for life legislation; HR 1509 / S 940--subpart F legislation; HR 1810 / S 1366--life/non-life consolidated return legislation; HR 3200 / S 40--optional federal charter legislation; HR 3185 / HR 3765 / S 2473--401(k) fee disclosure legislation; HR 1098 / S 1145--patent reform legislation; HR 6049--tax extension legislation; HR 3221--foreclosure prevention legislation.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
HR 2796 / S 2126--capital gains tax exclusion for mutual funds; HR 3225--mutual fund fee reform legislation; HR 2312 / S 502--permanent individual income tax rates for capital gains and dividends legislation; HR 878 / S 601--capital gains reporting legislation; HR 3185 / HR 3765 / S 2473--401(k) fee disclosure legislation.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2008
In Q1, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on April 18, 2008.
Original Filing: 300044519.xml
Lobbying Issues
HR 25 / S 1025--tax reform legislation; HR 2205 / S 1010--retirement security for life legislation; HR 1509 / S 940--subpart F legislation; HR 1810 / S 1366--life/non-life consolidated return legislation; HR 3200 / S 40--optional federal charter legislation; HR 3185 / HR 3765 / S 2473--401(k) fee disclosure legislation; HR 1098 / S 1145--patent reform legislation
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
HR 2796 / S 2126--capital gains tax exclusion for mutual funds; HR 3225--mutual fund fee reform legislation; HR 2312 / S 502--permanent individual income tax rates for capital gains and dividends legislation; HR 878 / S 601--capital gains reporting legislation; HR 3185 / HR 3765 / S 2473--401(k) fee disclosure legislation
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
0th Quarter, 2007
In MM, LINCOLN NATIONAL CORPORATION had in-house lobbyists. The report was filed on Aug. 7, 2007.
Original Filing: 200047724.xml
Lobbying Issues
HR 25 / S 1025--tax reform legislation; HR 878 / S 601--capital gains reporting legislation; HR 2205 / S 1010--retirement security for life legislation; HR 1509 / S 940--subpart F exemption legislation; HR 1810 / S 1366 life/non-life consolidated return legislation; HR 2761--terrorism risk insurance extension legislation; HR 3200 / S 40--optional federal charter legislation.
Lobbying Issues
HR 2796--capital gains tax tax exclusion for mutual funds; HR 3225--mutual fund fee reform legislation; HR 3185--defined contribution plan fee disclosure legislation; HR 2312 / S 502 permanent individual income tax reates for capital gains and dividends legislation.
Type of Issue
Financial Institutions/Investments/Securities
Source: Clerk of the U.S. House of Representatives and Secretary of the Senate
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