Lobbying Relationship

Client

JACKSON NATIONAL LIFE INSURANCE COMPANY

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Lobbying firm

JACKSON NATIONAL LIFE INSURANCE COMPANY

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  • Financial services regulatory reform legislation regarding provisions affecting the regulation of insurance products and companies; Systemic risk in financial services; Lobbied on issues related to the Registered Index Linked Annuities (RILA) legislation. Electronic Recordkeeping Requirements for Broker-Dealers, Security-Based Swap Dealers, and Major Security-Based Swap Participants (no specific bill).
  • Issues affecting the tax treatment of annuity and life insurance products and issues affecting taxation of corporations including changes to corporate tax rates (P.L. 117-169). Feenstra-Sewell tax legislation. The Secure Family Futures Act - H.R. 5707.
  • Rules on plan fiduciaries responsibilities with respect to brokerage windows in 401(k)s and under ERISA. Lobbied on issues related to the SECURE Act 2.0 and Retirement Security and Savings Act (no specific bills). Retirement Security Rule: Definition of an Investment Advice Fiduciary, and the associated proposals to amend certain prohibited transaction exemptions.

Duration: to

General Issues: Insurance, Taxation/Internal Revenue Code, Retirement, Budget/Appropriations, Banking

Spending: about $13,435,000 (But it's complicated. Here's why.)

Agencies lobbied since 2008: U.S. Senate, House of Representatives, Treasury - Dept of, Securities & Exchange Commission (SEC), Labor - Dept of (DOL), Federal Reserve System, Natl Economic Council (NEC), Commodity Futures Trading Commission (CFTC)

Bills mentioned

H.R.5143: Transparent Insurance Standards Act of 2016

Sponsor: Blaine Luetkemeyer (R-Mo.)

H.R.5983: Financial CHOICE Act of 2016

Sponsor: Jeb Hensarling (R-Texas)

S.1317: Lifetime Income Disclosure Act

Sponsor: Johnny Isakson (R-Ga.)

S.3471: Retirement Enhancement and Savings Act of 2016

Sponsor: Orrin G. Hatch (R-Utah)

S.3040: Departments of Labor, Health and Human Services, and Education, and...

Sponsor: Roy Blunt (R-Mo.)

H.R.5926: Departments of Labor, Health and Human Services, and Education, and...

Sponsor: Tom Cole (R-Okla.)

H.R.4173: Brownfield Redevelopment and Economic Development Innovative Financing...

Sponsor: Janice Hahn (D-Calif.)

S.267: Pirate Fishing Elimination Act

Sponsor: John D. Rockefeller IV (D-W.Va.)

H.R.4872: Ending Special Mail Privileges for Congress Act of 2014

Sponsor: Rob Woodall (R-Ga.)

H.R.4173: Prevent Iran from Acquiring Nuclear Weapons and Stop War Through...

Sponsor: Barbara Lee (D-Calif.)

S.267: Lifetime Income Disclosure Act

Sponsor: Jeff Bingaman (D-N.M.)

H.R.4872: To suspend temporarily the duty on certain non-toric shaped polarized...

Sponsor: John Campbell (R-Calif.)

H.R.1880: Status Report on the 30th Anniversary of HIV/AIDS Act

Sponsor: Barbara Lee (D-Calif.)

H.R.1880: National Insurance Consumer Protection Act

Sponsor: Melissa Bean (D-Ill.)

H.R.2609: Insurance Information Act of 2009

Sponsor: Paul E. Kanjorski (D-Pa.)

H.R.4173: Dodd-Frank Wall Street Reform and Consumer Protection Act

Sponsor: Barney Frank (D-Mass.)

H.R.2748: Retirement Security Needs Lifetime Pay Act of 2009

Sponsor: Earl Pomeroy (D-N.D.)

S.1297: Retirement Security for Life Act of 2009

Sponsor: Kent Conrad (D-N.D.)

S.2927: Wall Street Fair Share Act

Sponsor: Tom Harkin (D-Iowa)

H.R.4191: Let Wall Street Pay for the Restoration of Main Street Act of 2009

Sponsor: Peter A. DeFazio (D-Ore.)

H.R.4872: Health Care and Education Reconciliation Act of 2010

Sponsor: John M. Spratt Jr. (D-S.C.)

H.R.2248: Don't Let the Bed Bugs Bite Act of 2009

Sponsor: G. K. Butterfield (D-N.C.)

H.R.5480: Medicare Funding Warning Response Act of 2008

Sponsor: Steny H. Hoyer (D-Md.)

S.40: National Insurance Act of 2007

Sponsor: John E. Sununu (R-N.H.)

H.R.3200: National Insurance Act of 2007

Sponsor: Melissa Bean (D-Ill.)

H.R.2205: Retirement Security for Life Act of 2007

Sponsor: Stephanie Tubbs Jones (D-Ohio)

S.1010: Retirement Security for Life Act of 2007

Sponsor: Gordon Harold Smith (R-Ore.)

H.R.3762: International Insurance Standards Act of 2017

Sponsor: Sean Duffy (R-Wis.)

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

Sponsor: Kevin Brady (R-Texas)

H.R.4537: International Insurance Standards Act of 2018

Sponsor: Sean Duffy (R-Wis.)

H.R.1625: Consolidated Appropriations Act, 2018

Sponsor: Edward Royce (R-Calif.)

H.R.4604: Increasing Access to a Secure Retirement Act of 2017

Sponsor: Tim Walberg (R-Mich.)

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

Sponsor: Mike Kelly (R-Pa.)

S.2526: Retirement Enhancement and Savings Act of 2018

Sponsor: Orrin G. Hatch (R-Utah)

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

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

S.2526: A bill to require the Secretary of Energy to identify and convey to the...

Sponsor: Michael Bennet (D-Colo.)

H.R.5282: Military Family Parole in Place Act

Sponsor: Gilbert Cisneros (D-Calif.)

H.R.1994: Stop for School Buses Act of 2021

Sponsor: Jackie Walorski (R-Ind.)

H.R.5282: Care for our Firefighters Act

Sponsor: Joe Neguse (D-Colo.)

S.2526: A bill to authorize the Secretary of Defense and the Secretary of...

Sponsor: Dan Sullivan (R-Alaska)

H.R.4865: Registration for Index-Linked Annuities Act

Sponsor: Alma Adams (D-N.C.)

S.3198: Registration for Index-Linked Annuities Act

Sponsor: Tina Smith (D-Minn.)

H.R.5376: Inflation Reduction Act of 2022

Sponsor: John Yarmuth (D-Ky.)

S.1770: Retirement Security and Savings Act of 2021

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

H.R.5707: Secure Family Futures Act of 2023

Sponsor: Randy Feenstra (R-Iowa)

Show All Mentioned Bills

Lobbyists

Lobbyists named here were listed on a filing related to this lobbying engagement. They may not be working on it now. Occasionally, a single lobbyist whose name is spelled two different ways on filings may be represented twice here.

Lobbyist Covered positions?
Bob Brooks Chief of Staff, Rep. Jim McCrery (R-LA) Chief of Staff--Rep. Jim McCrery (R-LA)
Rebecca Haws Legislative Counsel, Senator John Breaux (D-LA)
David Zyble n/a
Christopher Harkins n/a
Richard White n/a
John Brown n/a
Dave Zyble n/a
John . Brown n/a
Brown John n/a
James Massie n/a
Patrick Deitz n/a
Joseph Caruso n/a

Disclosures Filed

Once a lobbying engagement begins, the lobbyist or firm is required to file updates four times a year. Those updates sometimes change which lobbyists are involved or add new issues being discussed. When lobbyists stop working for a client, the firm is also supposed to file a report disclosing the end of the relationship.

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

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