HR 873, S. 260: Transformation to Competitive Employment Act; provisions related to retirement.
General discussions related to retirement.
Duration: January 1, 2008
to
April 30, 2019
General Issues: Retirement , Labor Issues/Antitrust/Workplace , Insurance , Taxation/Internal Revenue Code , Banking , Foreign Relations , Financial Institutions/Investments/Securities
Spending: about $12,320,000 (But it's complicated. Here's why.)
It can be tricky to figure out how much an organization spent on a particular lobbying engagement. The law only requires lobbyists to report the amount they were paid for federal lobbying each quarter rounded to the nearest $10,000—and if it's less than $3,000 in a given quarter (or less than $13,000 for organizations with in-house lobbyists), they don't have to disclose it at all. Plus, some organizations include spending that doesn’t belong in the report—for instance, money spent lobbying state governments or other legal work.
Agencies lobbied since 2008: U.S. Senate, House of Representatives, Treasury - Dept of,, House of Representatives,, U.S. Senate,, Treasury - Dept of, Office of the Comptroller of the Currency (OCC), Federal Reserve System, Securities & Exchange Commission (SEC)
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.
2nd Quarter, 2019
Voya Services Company in-house lobbying effort was terminated on May 28, 2019
Original Filing: 301041605.xml
Lobbying Issues
HR 873, S. 260: Transformation to Competitive Employment Act; provisions related to retirement.
General discussions related to retirement.
Agencies Lobbied
U.S. Senate U.S. House of Representatives
1st Quarter, 2019
Voya Services Company amended a lobbying report for in-house lobbying in Q12019 on May 28, 2019
Original Filing: 301041603.xml
Lobbying Issues
HR 873, S. 260: Transformation to Competitive Employment Act; provisions related to retirement.
General discussions related to retirement.
Agencies Lobbied
U.S. Senate U.S. House of Representatives
1st Quarter, 2019
In Q1, Voya Services Company had in-house lobbyists. The report was filed on April 22, 2019.
Original Filing: 301033903.xml
Lobbying Issues
HR 873, S. 260: Transformation to Competitive Employment Act; provisions related to retirement.
General discussions related to retirement.
Agencies Lobbied
U.S. Senate U.S. House of Representatives
4th Quarter, 2018
In Q4, Voya Services Company had in-house lobbyists. The report was filed on Jan. 22, 2019.
Original Filing: 301013734.xml
Lobbying Issues
General discussions regarding tax reform and retirement.
S2526 / HR 5282, Retirement Enhancement and Savings Act of 2018; all provisions.
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Lobbying Issues
HR 1377, the Transitioning to Integrated and Meaningful Employment Act.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Labor Issues/Antitrust/Workplace
3rd Quarter, 2018
In Q3, Voya Services Company had in-house lobbyists. The report was filed on Oct. 22, 2018.
Original Filing: 300995277.xml
Lobbying Issues
General discussions regarding tax reform and retirement.
S2526 / HR 5282, Retirement Enhancement and Savings Act of 2018; all provisions.
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Lobbying Issues
HR 1377, the Transitioning to Integrated and Meaningful Employment Act.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Labor Issues/Antitrust/Workplace
2nd Quarter, 2018
In Q2, Voya Services Company had in-house lobbyists. The report was filed on July 20, 2018.
Original Filing: 300973579.xml
Lobbying Issues
General discussions regarding tax reform and retirement.
HR 1377, the Transitioning to Integrated and Meaningful Employment Act; provisions related to retirement.
Agencies Lobbied
U.S. Senate U.S. House of Representatives
1st Quarter, 2018
In Q1, Voya Services Company had in-house lobbyists. The report was filed on April 20, 2018.
Original Filing: 300952529.xml
Lobbying Issues
General discussions regarding tax reform and retirement.
Agencies Lobbied
U.S. Senate U.S. House of Representatives
4th Quarter, 2017
In Q4, Voya Services Company had in-house lobbyists. The report was filed on Jan. 22, 2018.
Original Filing: 300933709.xml
Lobbying Issues
General discussions regarding tax reform.
3rd Quarter, 2017
In Q3, Voya Services Company had in-house lobbyists. The report was filed on Oct. 20, 2017.
Original Filing: 300915879.xml
Lobbying Issues
General discussions regarding retirement and tax reform.
e-delivery of retirement-related documents.
Agencies Lobbied
U.S. House of Representatives U.S. Senate
2nd Quarter, 2017
In Q2, Voya Services Company had in-house lobbyists. The report was filed on July 20, 2017.
Original Filing: 300892088.xml
Lobbying Issues
General discussions regarding retirement and tax reform.
Supporting the repeal Department of Labor rules concerning state and local auto IRA plans.
H.R. 1896/S. 818, ABLE to Work Act of 2017; all provisions related to retirement accounts.
Agencies Lobbied
U.S. House of Representatives U.S. Senate
1st Quarter, 2017
In Q1, Voya Services Company had in-house lobbyists. The report was filed on April 20, 2017.
Original Filing: 300874224.xml
Lobbying Issues
General discussions regarding retirement and tax reform.
Agencies Lobbied
U.S. House of Representatives U.S. Senate
4th Quarter, 2016
In Q4, Voya Services Company had in-house lobbyists. The report was filed on Jan. 23, 2017.
Original Filing: 300854953.xml
Lobbying Issues
S.3471, Retirement Enhancement and Savings Act of 2016; all provisions.
Agencies Lobbied
U.S. House of Representatives U.S. Senate
3rd Quarter, 2016
In Q3, Voya Services Company had in-house lobbyists. The report was filed on Oct. 20, 2016.
Original Filing: 300835961.xml
Lobbying Issues
General discussion regarding retirement.
Agencies Lobbied
U.S. House of Representatives U.S. Senate
2nd Quarter, 2016
In Q2, Voya Services Company had in-house lobbyists. The report was filed on July 20, 2016.
Original Filing: 300818312.xml
Lobbying Issues
General discussions regarding life insurance taxation.
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Lobbying Issues
General discussion regarding retirement.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
General discussions regarding tax issues.
Type of Issue
Taxation/Internal Revenue Code
1st Quarter, 2016
In Q1, Voya Services Company had in-house lobbyists. The report was filed on April 20, 2016.
Original Filing: 300800468.xml
Lobbying Issues
General discussions regarding life insurance taxation.
Agencies Lobbied
U.S. Senate U.S. House of Representatives
4th Quarter, 2015
In Q4, Voya Services Company had in-house lobbyists. The report was filed on Jan. 20, 2016.
Original Filing: 300779194.xml
Lobbying Issues
General discussion regarding retirement.
Agencies Lobbied
U.S. House of Representatives U.S. Senate
3rd Quarter, 2015
In Q3, Voya Services Company had in-house lobbyists. The report was filed on Oct. 20, 2015.
Original Filing: 300759968.xml
Lobbying Issues
Department of Labors fiduciary regulatory proposal.
Agencies Lobbied
U.S. House of Representatives U.S. Senate
2nd Quarter, 2015
In Q2, Voya Services Company had in-house lobbyists. The report was filed on July 20, 2015.
Original Filing: 300740653.xml
Lobbying Issues
General discussions regarding retirement policies;
Department of Labors fiduciary regulatory proposal.
Agencies Lobbied
U.S. House of Representatives U.S. Senate
1st Quarter, 2015
In Q1, Voya Services Company had in-house lobbyists. The report was filed on April 20, 2015.
Original Filing: 300722444.xml
Lobbying Issues
General discussions related to tax reform.
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
4th Quarter, 2014
In Q4, Voya Services Company had in-house lobbyists. The report was filed on Jan. 20, 2015.
Original Filing: 300702139.xml
Lobbying Issues
GENERAL DISCUSSIONS ON TAX REFORM
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
3rd Quarter, 2014
In Q3, Voya Services Company (Formerly: ING North America Insurance Corporation) had in-house lobbyists. The report was filed on Oct. 20, 2014.
Original Filing: 300683562.xml
Lobbying Issues
GENERAL DISCUSSIONS ON RETIREMENT RELATED HEARING
2nd Quarter, 2014
In Q2, ING North America Insurance Corporation had in-house lobbyists. The report was filed on July 21, 2014.
Original Filing: 300666374.xml
Lobbying Issues
General discussions on retirement solutions and draft tax reform proposals.
S. 1979 Universal, Secure Adaptable Retirement Funds Act, all provisions.
S. 1270 Secure Annuities for Employee Retirement Act, all provisions.
S. 1145 Lifetime Income Disclosure Act, all provisions.
1st Quarter, 2014
In Q1, ING North America Insurance Corporation (Formely known as: ING U.S., Inc.) had in-house lobbyists. The report was filed on April 21, 2014.
Original Filing: 300646988.xml
Lobbying Issues
- General discussions on insurance solutions.
Lobbying Issues
- General discussions on retirement solutions.
Agencies Lobbied
U.S. House of Representatives U.S. Senate
4th Quarter, 2013
In Q4, ING U.S., Inc. had in-house lobbyists. The report was filed on Jan. 21, 2014.
Original Filing: 300624919.xml
Lobbying Issues
S.1369 - A bill to provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance, and for other purposes; all provisions.
H. R. 2140: To permit insurance companies that are depository holding companies, or are subsidiaries of depository holding companies, to comply with the accounting and capital requirements applicable to the insurance company under State law, and for other purposes; all provisions.
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Lobbying Issues
GENERAL DISCUSSIONS ON TAX REFORM (BILL NOT YET INTRODUCED)
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
GENERAL DISCUSSIONS ON HOLOCAUST LEGISLATION
Agencies Lobbied
U.S. House of Representatives,
3rd Quarter, 2013
In Q3, ING U.S., Inc. had in-house lobbyists. The report was filed on Oct. 21, 2013.
Original Filing: 300602320.xml
Lobbying Issues
GENERAL DISCUSSIONS ON RETIREMENT SAVINGS
HR 2035, Automatic Individual Retirement Account Act; all provisions
HR 2117, Retirement Plan Simplification and Enhancement Act; all provisions
HR 2140, Insurance Capital and Accounting Standards Act; provisions affecting retirement savings.
HR 2171, Lifetime Income Disclosure Act; provisions affecting retirement savings.
S. 1145, Lifetime Income Disclosure Act; provisions affecting retirement savings.
S. 1270, SAFE Retirement Act; all provisions
S. 1369, A bill to provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance, and for other purposes; provisions affecting retirement savings.
Lobbying Issues
GENERAL DISCUSSIONS ON RETIREMENT SAVINGS
HR 1564, Audit Integrity and Job Protection Act; provisions affecting retirement savings.
HR 2374, Retail Investor Protection Act; provisions affecting retirement savings.
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
GENERAL DISCUSSIONS ON RETIREMENT SAVING AND TAX REFORM (BILL NOT YET INTRODUCED)
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
HR 2720, Identity Theft Protection Act
S 676, Identify Theft and Fraud Prevention Act
Agencies Lobbied
U.S. Senate U.S. House of Representatives
2nd Quarter, 2013
In Q2, ING U.S., Inc. had in-house lobbyists. The report was filed on July 22, 2013.
Original Filing: 300581555.xml
Lobbying Issues
GENERAL DISCUSSIONS ON RETIREMENT SAVINGS
1st Quarter, 2013
In Q1, ING U.S., Inc. had in-house lobbyists. The report was filed on April 22, 2013.
Original Filing: 300561679.xml
Lobbying Issues
S. Con. Res. 62: 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 - GENERAL DISCUSSIONS ON RETIREMENT SAVINGS
Agencies Lobbied
U.S. Senate U.S. House of Representatives
4th Quarter, 2012
In Q4, ING U.S., Inc. had in-house lobbyists. The report was filed on Jan. 22, 2013.
Original Filing: 300538491.xml
Lobbying Issues
S. Con. Res. 62: 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 - GENERAL DISCUSSIONS ON RETIREMENT SAVINGS
3rd Quarter, 2012
In Q3, ING U.S., Inc. (formerly known as ING NORTH AMERICA INSURANCE CORPORATION) had in-house lobbyists. The report was filed on Oct. 22, 2012.
Original Filing: 300518405.xml
Lobbying Issues
General discussions regarding Department of Labor rulemaking and retirement savings.
Agencies Lobbied
U.S. Senate U.S. House of Representatives,
Lobbying Issues
HR890: Holocaust Insurance Accountability Act of 2011 (all provisions)
Agencies Lobbied
U.S. House of Representatives
2nd Quarter, 2012
In Q2, ING North America Insurance Corporation had in-house lobbyists. The report was filed on July 20, 2012.
Original Filing: 300495539.xml
Lobbying Issues
- General discussions concerning implementation of the Dodd Frank Act.
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
- General discussions regarding Department of Labor rulemaking.
1st Quarter, 2012
In Q1, ING North America Insurance Corporation had in-house lobbyists. The report was filed on April 20, 2012.
Original Filing: 300471364.xml
Lobbying Issues
S. 466, Restoration of Legal Rights for Claimants under Holocaust-Era Insurance Policies of 2011, regarding all provisions.
General discussions regarding the likelihood of comprehensive tax reform.
Discussions of issues related to retirement savings both defined benefit and defined contribution plans.
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Lobbying Issues
General discussions to discuss the likelihood for comprehensive tax reform.
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
General discussions concerning the Dodd Frank Act's "Volcker Rule" and pending promulgation.
General discussions concerning likely House Financial Services Committee agenda.
Agencies Lobbied
U.S. Senate U.S. House of Representatives Office of the Comptroller of the Currency (OCC) Federal Reserve System Securities & Exchange Commission (SEC)
Type of Issue
Financial Institutions/Investments/Securities
4th Quarter, 2011
In Q4, ING North America Insurance Corporation had in-house lobbyists. The report was filed on Jan. 20, 2012.
Original Filing: 300446990.xml
Lobbying Issues
H.R. 890, Holocaust Insurance Accountability Act of 2011, regarding all provisions.
S. 466, Restoration of Legal Rights for Claimants under Holocaust-Era Insurance Policies of 2011, regarding all provisions.
general discussion about rulemaking to implement the Dodd Frank Act, including the designation of "systemically important financial institutions".
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Lobbying Issues
General discussion about the importance of tax provisions that encourage retirement savings.
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
3rd Quarter, 2011
In Q3, ING North America Insurance Corporation had in-house lobbyists. The report was filed on Oct. 20, 2011.
Original Filing: 300423723.xml
Lobbying Issues
H.R. 890, Holocaust Insurance Accountability Act of 2011, regarding all provisions.
Issues regarding life insurance.
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Lobbying Issues
Issues regarding the Super Committee and tax issues.
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
2nd Quarter, 2011
In Q2, ING North America Insurance Corporation had in-house lobbyists. The report was filed on July 20, 2011.
Original Filing: 300404521.xml
Lobbying Issues
-H.R. 890, "Holocaust Insurance Accountability Act of 2011", regarding all provisions.
- S. 466, "The Resporation of Legal Rights for Claimants Under Holocaust-Era Insurance Policies Act", regarding all provisions.
- S. 267/ H.R. 677, "Lifetime Income Disclosure Act", regarding all provisions.
- Issues regarding stable value insurance products.
Agencies Lobbied
U.S. Senate U.S. House of Representatives
1st Quarter, 2011
In Q1, ING North America Insurance Corporation had in-house lobbyists. The report was filed on April 20, 2011.
Original Filing: 300377470.xml
Lobbying Issues
- Issues regarding tax reform, specifically corporate owned life insurance (COLI) and dividends-received deduction (DRD).
- Issues regarding Department of Labor rulemaking.
- Issues related to Holocaust claims.
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Lobbying Issues
- Issues regarding tax reform, specifically corporate owned life insurance (COLI) and divdends-recieved deduction (DRD).
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
4th Quarter, 2010
In Q4, ING North America Insurance Corporation had in-house lobbyists. The report was filed on Jan. 20, 2011.
Original Filing: 300353237.xml
Lobbying Issues
- PL 111-517, "Dodd-Frank Act", regarding all provisions.
- HR 4596, "Holocaust Insurance Accountability Act", regarding all provisions.
- HR 3424, "Affiliated Reinsurance", regarding all provisions.
- HR 6099/ S 3760, "Auto IRA", regarding all provisions.- PL 111-508, Small Business Lending Fund Act, regarding partial annuitization.
- HR 5993/ S 3718, "Retained Asset Accounts", regarding all provisions.
Agencies Lobbied
U.S. House of Representatives U.S. Senate
3rd Quarter, 2010
In Q3, ING North America Insurance Corporation had in-house lobbyists. The report was filed on Oct. 20, 2010.
Original Filing: 300326579.xml
Lobbying Issues
- PL 111-517, "Dodd-Frank Act", regarding all provisions.
- HR 4596, "Holocaust Insurance Accountability Act", regarding all provisions.
- HR 3424, "Affiliated Reinsurance", regarding all provisions.
- HR 6099/ S 3760, "Auto IRA", regarding all provisions.- PL 111-508, Small Business Lending Fund Act, regarding partial annuitization.
- HR 5993/ S 3718, "Retained Asset Accounts", regarding all provisions.
Agencies Lobbied
U.S. House of Representatives U.S. Senate
2nd Quarter, 2010
In Q2, ING North America Insurance Corporation did no lobbying for itself. The report was filed on July 20, 2010.
Original Filing: 300296779.xml
1st Quarter, 2010
In Q1, ING North America Insurance Corporation did no lobbying for itself. The report was filed on April 20, 2010.
Original Filing: 300269858.xml
4th Quarter, 2009
In Q4, ING North America Insurance Corporation did no lobbying for itself. The report was filed on Jan. 18, 2010.
Original Filing: 300234565.xml
3rd Quarter, 2009
ING North America Insurance Corporation amended a lobbying report for in-house lobbying in Q32009 on May 8, 2012
Original Filing: 300477995.xml
Lobbying Issues
-Financial services regulatory reform legislation (including not yet introduced Administration legislative proposals and legislative discussion drafts of various components of comprehensive regulatory reform), regarding support for inclusion of a federal insurance regulator; and modifications required to make systemic risk and resolution authority proposals workable in the absence of a federal functional insurance regulator.-"Investor Protection Act of 2009", to apply a uniform federal standard to broker-dealers and investment advisors, and provide the SEC with additional authorities to protect investors from violations of the securities laws, regarding uniform fiduciary standards.
- HR 3763 (including various discussion drafts), "Over-the Counter Derivatives Markets Act of 2009", regarding provisions related to end-user issues.
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
- HR 1880, "To establish a system of regulation and supervision for insurers, insurance agencies, and insurance producers chartered or licensed under Federal law that ensures the stability and financial integrity of those insurers, agencies, and producers and that protects policyholders and other consumers served by such insurers, agencies, or producers" a/k/a "National Insurance Consumer Protection Act", regarding provisions for an optional federal charter for insurers.- HR 2609, "To establish an Office of Insurance Information in the Department of the Treasury", a/k/a "Insurance Information Act", regarding all provisions.
- "The Federal Insurance Office Act", (amendment in the nature of a substitute to HR 2609, the "Insurance Information Act"), regarding all provisions.
-"Consumer Financial Protection Act of 2009" (discussion draft to be reported as HR 3126), regarding clarifications to exclude insurance as intended.
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Lobbying Issues
-S 401, "A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes" a/k/a "Defined Contribution Fee Disclosure Act of 2009", regarding fee disclosure requirements for 401(k) plans. - HR 2779, "A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes" a/k/a "Defined Contribution Plan Fee Disclosure Act of 2009", regarding fee disclosure requirements for 401(k) plans.
- HR 1988, "To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans", a/k/a "Conflicted Investment Advice Prohibition Act", regarding provision of investment advice to participants in defined contribution retirement plans.
- HR 2989, "To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006", a/k/a, "401(k) Fair Disclosure for Retirement Security Act", regarding fee disclosure and provision of investment advice to participants in defined contribution pension plans.
-Potential legislation relating to the impact of the financial crisis on retirement security and modifications to defined contribution plan system.
-"Consumer Financial Protection Act of 2009" (discussion draft to be reported as HR 3126), regarding clarifications to exclude retirement plans as intended.
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Lobbying Issues
- HR 2748, "To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments", a/k/a "Retirement Security Needs Lifetime Pay Act", in support of provisions to provide lifetime annuitization tax incentives.
- S 1297, "A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments", a/k/a "Retirement Security for Life Act", in support of provisions to provide lifetime annuitization tax incentives.
- Opposition to FY 2010 Budget proposals regarding taxation of life insurance company dividends received deduction and corporate-owned life insurance.
-Support for bills to repeal life-nonlife consolidated return restrictions (not yet introduced).
-IRS notice 2008-100, "Application of Section 382 to Loss Corporations Whose Instruments Are Acquired by The Treasury Department Under The Capital Purchase Program Pursuant to The Emergency Economic Stabilization Act of 2008".
Agencies Lobbied
U.S. House of Representatives U.S. Senate Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
3rd Quarter, 2009
In Q3, ING North America Insurance Corporation had in-house lobbyists. The report was filed on Oct. 20, 2009.
Original Filing: 300218587.xml
Lobbying Issues
-Financial services regulatory reform legislation (including not yet introduced Administration legislative proposals and legislative discussion drafts of various components of comprehensive regulatory reform), regarding support for inclusion of a federal insurance regulator; and modifications required to make systemic risk and resolution authority proposals workable in the absence of a federal functional insurance regulator.-"Investor Protection Act of 2009", to apply a uniform federal standard to broker-dealers and investment advisors, and provide the SEC with additional authorities to protect investors from violations of the securities laws, regarding uniform fiduciary standards.
- HR 3763 (including various discussion drafts), "Over-the Counter Derivatives Markets Act of 2009", regarding provisions related to end-user issues.
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
- HR 1880, "To establish a system of regulation and supervision for insurers, insurance agencies, and insurance producers chartered or licensed under Federal law that ensures the stability and financial integrity of those insurers, agencies, and producers and that protects policyholders and other consumers served by such insurers, agencies, or producers" a/k/a "National Insurance Consumer Protection Act", regarding provisions for an optional federal charter for insurers.- HR 2609, "To establish an Office of Insurance Information in the Department of the Treasury", a/k/a "Insurance Information Act", regarding all provisions.
- "The Federal Insurance Office Act", (amendment in the nature of a substitute to HR 2609, the "Insurance Information Act"), regarding all provisions.
-"Consumer Financial Protection Act of 2009" (discussion draft to be reported as HR 3126), regarding clarifications to exclude insurance as intended.
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Lobbying Issues
-S 401, "A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes" a/k/a "Defined Contribution Fee Disclosure Act of 2009", regarding fee disclosure requirements for 401(k) plans. - HR 2779, "A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes" a/k/a "Defined Contribution Plan Fee Disclosure Act of 2009", regarding fee disclosure requirements for 401(k) plans.
- HR 1988, "To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans", a/k/a "Conflicted Investment Advice Prohibition Act", regarding provision of investment advice to participants in defined contribution retirement plans.
- HR 2989, "To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006", a/k/a, "401(k) Fair Disclosure for Retirement Security Act", regarding fee disclosure and provision of investment advice to participants in defined contribution pension plans.
-Potential legislation relating to the impact of the financial crisis on retirement security and modifications to defined contribution plan system.
-"Consumer Financial Protection Act of 2009" (discussion draft to be reported as HR 3126), regarding clarifications to exclude retirement plans as intended.
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Lobbying Issues
- HR 2748, "To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments", a/k/a "Retirement Security Needs Lifetime Pay Act", in support of provisions to provide lifetime annuitization tax incentives.
- S 1297, "A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments", a/k/a "Retirement Security for Life Act", in support of provisions to provide lifetime annuitization tax incentives.
- Opposition to FY 2010 Budget proposals regarding taxation of life insurance company dividends received deduction and corporate-owned life insurance.
-Support for bills to repeal life-nonlife consolidated return restrictions (not yet introduced).
-IRS notice 2008-100, "Application of Section 382 to Loss Corporations Whose Instruments Are Acquired by The Treasury Department Under The Capital Purchase Program Pursuant to The Emergency Economic Stabilization Act of 2008".
Agencies Lobbied
U.S. House of Representatives U.S. Senate Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
2nd Quarter, 2009
In Q2, ING North America Insurance Corporation had in-house lobbyists. The report was filed on July 20, 2009.
Original Filing: 300198313.xml
Lobbying Issues
-HR 1106, "To prevent mortgage foreclosures and enhance mortgage credit availability" a/k/a "Helping Families Save Their Homes Act of 2009", regarding support for the inclusion of Section 124 to clarify treatment of mortgage-backed securities.
-Financial services regulatory reform legislative (not yet introduced), regarding support for the inclusion of a federal insurance regulator.
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
- HR 1880, "To establish a system of regulation and supervision for insurers, insurance agencies, and insurance producers chartered or licensed under Federal law that ensures the stability and financial integrity of those insurers, agencies, and producers and that protects policyholders and other consumers served by such insurers, agencies, or producers" a/k/a "National Insurance Consumer Protection Act", regarding provisions for an optional federal charter for insurers.-Monitoring the drafting of the "Holocaust Insurance Accountability Act of 2009" (not yet introduced).
- HR 2609, "To establish an Office of Insurance Information in the Department of the Treasury", a/k/a "Insurance Information Act", regarding all provisions.
- HR 2571, "To streamline the regulation of nonadmitted insurance and reinsurance, and for other purposes", a/k/a, "Non-Admitted and Reinsurance Act", regarding provisions to streamline the regulation of reinsurance.
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Lobbying Issues
-S 401, "A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes" a/k/a "Defined Contribution Fee Disclosure Act of 2009", regarding fee disclosure requirements for 401(k) plans. - HR 2779, "A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes" a/k/a "Defined Contribution Plan Fee Disclosure Act of 2009", regarding fee disclosure requirements for 401(k) plans.
- HR 1988, "To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans", a/k/a "Conflicted Investment Advice Prohibition Act", regarding provision of investment advice to participants in defined contribution retirement plans.
- HR 2989, "To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006", a/k/a, "401(k) Fair Disclosure for Retirement Security Act", regarding fee disclosure and provision of investment advice to participants in defined contribution pension plans.
-Potential legislation relating to the impact of the financial crisis on retirement security and modifications to defined contribution plan system.
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Lobbying Issues
- HR 2748, "To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments", a/k/a "Retirement Security Needs Lifetime Pay Act", in support of provisions to provide lifetime annuitization tax incentives.
- S 1297, "A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments", a/k/a "Retirement Security for Life Act", in support of provisions to provide lifetime annuitization tax incentives.
- Opposition to FY 2010 Budget proposals regarding taxation of life insurance company dividends received deduction and corporate-owned life insurance.
-Support for bills to repeal life-nonlife consolidated return restrictions (not yet introduced).
-IRS notice 2008-100, "Application of Section 382 to Loss Corporations Whose Instruments Are Acquired by The Treasury Department Under The Capital Purchase Program Pursuant to The Emergency Economic Stabilization Act of 2008".
Agencies Lobbied
U.S. House of Representatives U.S. Senate Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
1st Quarter, 2009
In Q1, ING North America Insurance Corporation had in-house lobbyists. The report was filed on April 20, 2009.
Original Filing: 300187832.xml
Lobbying Issues
-HR 1106, "To prevent mortgage foreclosures and enhance mortgage credit availability" a/k/a "Helping Families Save Their Homes Act of 2009", regarding support for the inclusion of Section 124 to clarify treatment of mortgage-backed securities.
-Financial services regulatory reform legislative (not yet introduced), regarding support for the inclusion of a federal insurance regulator.
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
- HR 1880, "To establish a system of regulation and supervision for insurers, insurance agencies, and insurance producers chartered or licensed under Federal law that ensures the stability and financial integrity of those insurers, agencies, and producers and that protects policyholders and other consumers served by such insurers, agencies, or producers" a/k/a "National Insurance Consumer Protection Act", regarding provisions for an optional federal charter for insurers.-Monitoring the drafting of the "Holocaust Insurance Accountability Act of 2009" (not yet introduced).
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Lobbying Issues
-S 401, "A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes" a/k/a "Defined Contribution Fee Discosure Act of 2009", regarding fee disclosure requirements for 401(k) plans. *Note also includes the House version which has not yet been introduced.-Potential legislation relaing to the impact of the financial crisis on retirement security and modifications to defined contribution plan system.
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Lobbying Issues
-Support for bills to provide for lifetime annuitization tax incentives (not yet introduced).
-Support for bills to repeal life-nonlife consolidated return restrictions (not yet introduced).
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
1st Quarter, 2009
In Q1, ING North America Insurance Corporation had in-house lobbyists. The report was filed on April 20, 2009.
Original Filing: 300158462.xml
Lobbying Issues
-HR 1106, "To prevent mortgage foreclosures and enhance mortgage credit availability" a/k/a "Helping Families Save Their Homes Act of 2009", regarding support for the inclusion of Section 124 to clarify treatment of mortgage-backed securities.
-Financial services regulatory reform legislative (not yet introduced), regarding support for the inclusion of a federal insurance regulator.
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
- HR 1880, "To establish a system of regulation and supervision for insurers, insurance agencies, and insurance producers chartered or licensed under Federal law that ensures the stability and financial integrity of those insurers, agencies, and producers and that protects policyholders and other consumers served by such insurers, agencies, or producers" a/k/a "National Insurance Consumer Protection Act", regarding provisions for an optional federal charter for insurers.-Monitoring the drafting of the "Holocaust Insurance Accountability Act of 2009" (not yet introduced).
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Lobbying Issues
-S 401, "A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes" a/k/a "Defined Contribution Fee Discosure Act of 2009", regarding fee disclosure requirements for 401(k) plans. *Note also includes the House version which has not yet been introduced.-Potential legislation relaing to the impact of the financial crisis on retirement security and modifications to defined contribution plan system.
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Lobbying Issues
-Support for bills to provide for lifetime annuitization tax incentives (not yet introduced).
-Support for bills to repeal life-nonlife consolidated return restrictions (not yet introduced).
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
4th Quarter, 2008
In Q4, ING North America Insurance Corporation had in-house lobbyists. The report was filed on Jan. 21, 2009.
Original Filing: 300134118.xml
Lobbying Issues
S.40/HR 3200 (National Insurance Act) ----support
S. 618/HR 1081(to repeal McCarran-Ferguson Act)---oppose in current form
HR 1746 (Holocaust Insurance Accountability Act)---oppose in current form
HR 5840 (Insurance Information Act)---support
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Lobbying Issues
Data protection and breach notification bills (HR 958; HR 4175; S. 495; S. 1178; S. 1260) and Social Security Number privacy legislation (HR 948; HR 3046)---support uniform federal standards for notification, enforcement by appropriate functional regulator, and continued ability to use data for normal and necessary business practises
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
HR 3185; HR 3765; S, 2473---support amendments to simplify defined contribution plan fee disclosure requirements.
HR 2205/S.1010 (Retirement Security for Life Act)---support
S. 1288 and HR 4150---support annuitization tax incentives provisions.
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Lobbying Issues
HR 1810/S. 1366 (to repeal life-nonlife consolidated return restrictions)---support
HR 2205/S.1010 (Retirement Security for Life Act) tax incentive to encourage lifetime annuitization from non-qualified annuities---support
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
3rd Quarter, 2008
In Q3, ING North America Insurance Corporation had in-house lobbyists. The report was filed on Oct. 20, 2008.
Original Filing: 300107063.xml
Lobbying Issues
S.40/HR 3200 (National Insurance Act) ----support
S. 618/HR 1081(to repeal McCarran-Ferguson Act)---oppose in current form
HR 1746 (Holocaust Insurance Accountability Act)---oppose in current form
HR 5840 (Insurance Information Act)---support
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Lobbying Issues
Data protection and breach notification bills (HR 958; HR 4175; S. 495; S. 1178; S. 1260); Social Security Number privacy legislation (HR 948; HR 3046)--support uniform federal standards for notification, enforcement by appropriate functional regulator, and continued ability to use data for normal and necessary business practises; and Emergency Economic Stabilization Act (H.R. 1424) - support passage.
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
HR 3185; HR 3765; S, 2473---support amendments to simplify defined contribution plan fee disclosure requirements.
HR 2205/S.1010 (Retirement Security for Life Act)---support
S. 1288 and HR 4150---support annuitization tax incentives provisions.
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Lobbying Issues
HR 1810/S. 1366 (to repeal life-nonlife consolidated return restrictions)---support
HR 2205/S.1010 (Retirement Security for Life Act) tax incentive to encourage lifetime annuitization from non-qualified annuities---support
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
2nd Quarter, 2008
In Q2, ING North America Insurance Corporation had in-house lobbyists. The report was filed on July 21, 2008.
Original Filing: 300078397.xml
Lobbying Issues
S.40/HR 3200 (National Insurance Act) ----support
S. 618/HR 1081(to repeal McCarran-Ferguson Act)---oppose in current form
HR 1746 (Holocaust Insurance Accountability Act)---oppose in current form
HR 5840 (Insurance Information Act)---support
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Lobbying Issues
Data protection and breach notification bills (HR 958; HR 4175; S. 495; S. 1178; S. 1260) and Social Security Number privacy legislation (HR 948; HR 3046)---support uniform federal standards for notification, enforcement by appropriate functional regulator, and continued ability to use data for normal and necessary business practises.
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
HR 3185; HR 3765; S, 2473---support amendments to simplify defined contribution plan fee disclosure requirements.
HR 2205/S.1010 (Retirement Security for Life Act)---support
S. 1288 and HR 4150---support annuitization tax incentives provisions.
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Lobbying Issues
HR 1810/S. 1366 (to repeal life-nonlife consolidated return restrictions)---support
HR 2205/S.1010 (Retirement Security for Life Act) tax incentive to encourage lifetime annuitization from non-qualified annuities---support
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
1st Quarter, 2008
In Q1, ING North America Insurance Corporation had in-house lobbyists. The report was filed on April 19, 2008.
Original Filing: 300046062.xml
Lobbying Issues
S.40/HR 3200 (National Insurance Act) ----support
S. 618/HR 1081(to repeal McCarran-Ferguson Act)---oppose in current form
HR 1746 (Holocaust Insurance Accountability Act)---oppose in current form
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Lobbying Issues
Data protection and breach notification bills (HR 958; HR 4175; S. 495; S. 1178; S. 1260) and Social Security Number privacy legislation (HR 948; HR 3046)---support uniform federal standards for notification, enforcement by appropriate functional regulator, and continued ability to use data for normal and necessary business practises.
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
HR 3185; HR 3765; S, 2473---support amendments to simplify defined contribution plan fee disclosure requirements.
HR 2205/S.1010 (Retirement Security for Life Act)---support
S. 1288 and HR 4150---support annuitization tax incentives provisions.
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Lobbying Issues
HR 1810/S. 1366 (to repeal life-nonlife consolidated return restrictions)---support
HR 2205/S.1010 (Retirement Security for Life Act) tax incentive to encourage lifetime annuitization from non-qualified annuities---support
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Source: Clerk of the U.S. House of Representatives and Secretary of the Senate