Represent

Lobbying
Lobbying by PACIFIC LIFE INSURANCE COMPANY

Lobbying Relationship

Client

PACIFIC LIFE INSURANCE COMPANY

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Lobbying firm

PACIFIC LIFE INSURANCE COMPANY

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Issue: Ordinary treatment of bonds. Issue: Implementation of corporate minimum tax in Inflation Reduction Act of 2022. Issue: Ordinary treatment bill - Secure Family Futures Act of 2023, or H.R. 5707 Issue: Life Insurance Tax Stabilization Proposal (no bill introduced yet) Issue: S. 3367, Billionaires Income Tax Act, Sen. Wyden (D-OR) Issue: Private Placement Life Insurance (no bill introduced yet)
Issue: Private equitys growing role in the insurance industry. Issue: Chairman Wydens investigation of Private Placement Life Insurance (PPLI). Issue: H.R. 1807, E-delivery legislation. Issue: Request for information from Congress regarding the diversity and inclusion information in the insurance industry. Issue: BASEL III. Issue: Insurance Capital Standards (no bill introduced)
Issue: 403(b) parity Issue: Reforming DOLs pension risk transfer bulletin, 95-1. American Worker Savings & Wealth Creation Plan Act: Would create a federally run retirement plan, similar to the TSP, that would be available to all private sector workers whose employer signs up for the plan. No bill yet. Issue: Technical corrections on catch up contributions under SECURE 2.0 Issue: SEC market conduct rulemakings Issue: Fiduciary rulemaking. Issue: H.R. 3942, Lifetime Income for Employees (LIFE) Act of 2022: Amends the current rules for qualified default investment alternatives to facilitate the use of an annuity component will expand the availability of guaranteed returns and guaranteed lifetime income that help savers secure their retirement futures. Issue: H.R. 4237, Ensuring Sound Guidance Act: Would require investment advisers and ERISA retirement plan sponsors to prioritize financial returns over non-pecuniary factors when making investment decisions on behalf of their clients. Issue: S. 2517, H.R. 4924, The Auto Reenroll Act of 2023: The bill allows plan sponsors to re-enroll non-participants at least once every three years, unless the individual affirmatively opts-out again. The bill also permits plans to sweep all eligible employees as a group for re-enrollment and does not change the automatic enrollment safe harbors Issue: H.R. 6065, Retirement Savings for Americans Act, authorizes a federally run TSP. Issue: S. 2415, H.R. 7107, the Long-Term Care Affordability Act. The bill allows plan tax free distributions on retirement accounts to fund LTC contracts Issue: Tri-Agency rule on supplemental health benefits Issue: SECURE 2.0 Technical Corrections Discussion Draft: Legislative language that will amend SECURE 2.0 to make technical changes to a variety of provisions. Issue: S. 3305 Helping Young Americans Save for Retirement Act: The legislation would lower the minimum participation age in ERISA-covered defined contribution plans from age 21 to age 18.
H.R. 1165 Data Privacy Act of 2023 - The bill amends Title V of the Gramm-Leach-Bliley Act (GLBA) to include a number of new consumer protections, establishing requirements for covered entities to disclose the types and uses for data being collected, along with an opt-out function. The legislation, which would preempt state law, also mandates more transparent and easily understandable privacy terms and conditions. Issue: Data Privacy Issue: Draft legislation that would require notice of data security breaches. Issue: Cybersecurity and Privacy. Issue: H.R. 5628/s.2892, Algorithmic Accountability Act. Authorizes FTC rulemaking. Issue: Draft data privacy legislation.
Issue: Cannabis legislation Issue: FHLBank System Issue: Environmental, Social, and Corporate Governance (ESG). No bill number assigned. Issue: Oversight of credit rating agencies Issue: Regulation Best Interest Issue: H.R.1059/S. 1212 - Securing and Enabling Commerce Using Remote and Electronic Notarization Act. Issue: BASEL III Issue: Covered agreement on prudential measures with respect to business of insurance and reinsurance. Issue: Independent contractor status. Issue: H.R. 3335 - IRS Income Verification Express Service Act - This bill ensures the successful development of the electronic Income Verification Express Service of the Internal Revenue Service by amending the Taxpayer First Act to clarify that taxpayer identity verification is the responsibility of users of the system rather than the taxpayer. Issue: Electronic disclosure.

Duration: January 1, 2008 to present

General Issues: Taxation/Internal Revenue Code, Insurance, Retirement, Consumer Issues/Safety/Protection, Financial Institutions/Investments/Securities, Budget/Appropriations, Housing, Agriculture, Health Issues, Economics/Economic Development

Spending: about $17,473,382 (But it's complicated. Here's why.)

Agencies lobbied since 2008: U.S. Senate, House of Representatives, Treasury - Dept of, Federal Reserve System, Securities & Exchange Commission (SEC), Labor - Dept of (DOL), Consumer Financial Protection Bureau (CFPB), Federal Housing Finance Agency (FHFA), Natl Economic Council (NEC), Internal Revenue Service (IRS), Federal Deposit Insurance Commission (FDIC), Housing & Urban Development - Dept of (HUD), Federal Trade Commission (FTC), Federal Communications Commission (FCC)

Bills mentioned

H.R.4173: Veterans Crisis Line Study Act of 2017

Sponsor: Jim Banks (R-Ind.)

S.1369: Stop Price Gouging Act

Sponsor: Sherrod Brown (D-Ohio)

H.R.4173: To provide that an alien who has traveled to Iraq or Syria during the...

Sponsor: Brendan Boyle (D-Pa.)

S.1369: Helping Schools Protect Our Children Act of 2015

Sponsor: Dianne Feinstein (D-Calif.)

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

Sponsor: Janice Hahn (D-Calif.)

S.1369: A bill to provide additional flexibility to the Board of Governors of...

Sponsor: Sherrod Brown (D-Ohio)

H.R.4510: Insurance Capital Standards Clarification Act of 2014

Sponsor: Gary G. Miller (R-Calif.)

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

Sponsor: Barbara Lee (D-Calif.)

S.3301: Financial Services and General Government Appropriations Act, 2013

Sponsor: Richard J. Durbin (D-Ill.)

S.2048: A bill to amend the Internal Revenue Code of 1986 to clarify the tax...

Sponsor: Bob Casey (D-Pa.)

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

Sponsor: Barney Frank (D-Mass.)

S.3217: Restoring American Financial Stability Act of 2010

Sponsor: Christopher J. Dodd (D-Conn.)

H.R.5297: Small Business Jobs Act of 2010

Sponsor: Barney Frank (D-Mass.)

H.R.3359: Mobile Workforce State Income Tax Fairness and Simplification Act of 2007

Sponsor: Hank Johnson (D-Ga.)

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

Sponsor: Stephanie Tubbs Jones (D-Ohio)

S.101: Universal Service for Americans Act

Sponsor: Ted F. Stevens (R-Alaska)

H.R.1810: To amend the Internal Revenue Code of 1986 to permit the consolidation...

Sponsor: John B. Larson (D-Conn.)

S.1366: A bill to amend the Internal Revenue Code of 1986 to permit the...

Sponsor: Jim Bunning (R-Ky.)

H.R.5840: Insurance Information Act of 2008

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

H.R.3200: National Insurance Act of 2007

Sponsor: Melissa Bean (D-Ill.)

S.40: National Insurance Act of 2007

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

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

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

H.R.3795: Over-the-Counter Derivatives Markets Act of 2009

Sponsor: Barney Frank (D-Mass.)

H.R.2110: Mobile Workforce State Income Tax Fairness and Simplification Act

Sponsor: Hank Johnson (D-Ga.)

H.R.1880: National Insurance Consumer Protection Act

Sponsor: Melissa Bean (D-Ill.)

H.R.3126: Consumer Financial Protection Agency Act of 2009

Sponsor: Barney Frank (D-Mass.)

S.896: Helping Families Save Their Homes Act of 2009

Sponsor: Christopher J. Dodd (D-Conn.)

H.R.1106: Helping Families Save Their Homes Act of 2009

Sponsor: John Conyers Jr. (D-Mich.)

H.R.2202: Worker Empowerment Act

Sponsor: Jim McDermott (D-Wash.)

S.1010: Retirement Security for Life Act of 2007

Sponsor: Gordon Harold Smith (R-Ore.)

H.R.2005: Rural Veterans Health Care Improvement Act of 2007

Sponsor: John Salazar (D-Colo.)

H.R.1424: A bill to provide authority for the Federal Government to purchase and...

Sponsor: Patrick J. Kennedy (D-R.I.)

H.R.3861: Federal Insurance Office Reform Act of 2018

Sponsor: Sean Duffy (R-Wis.)

H.R.3746: Business of Insurance Regulatory Reform Act of 2017

Sponsor: Sean Duffy (R-Wis.)

S.1360: International Insurance Capital Standards Accountability Act of 2017

Sponsor: Dean Heller (R-Nev.)

S.2155: Economic Growth, Regulatory Relief, and Consumer Protection Act

Sponsor: Michael D. Crapo (R-Idaho)

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.)

S.223: Senior$afe Act of 2017

Sponsor: Susan Collins (R-Maine)

H.R.3758: Senior Safe Act of 2017

Sponsor: Kyrsten Sinema (ID-Ariz.)

H.R.5059: State Insurance Regulation Preservation Act

Sponsor: Keith Rothfus (R-Pa.)

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.3857: Protecting Advice for Small Savers Act of 2017

Sponsor: Ann Wagner (R-Mo.)

S.2702: Business of Insurance Regulatory Reform Act of 2018

Sponsor: Tim Scott (R-S.C.)

H.R.5666: Primary Regulators of Insurance Vote Act of 2018

Sponsor: Dennis Ross (R-Fla.)

S.3177: Primary Regulators of Insurance Vote Act of 2018

Sponsor: Tim Scott (R-S.C.)

H.R.2055: Lifetime Income Disclosure Act

Sponsor: Luke Messer (R-Ind.)

S.868: Lifetime Income Disclosure Act

Sponsor: Johnny Isakson (R-Ga.)

H.R.4524: Retirement Plan Simplification and Enhancement Act of 2017

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

H.R.4523: Automatic Retirement Plan Act of 2017

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

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

Sponsor: Tim Walberg (R-Mich.)

H.R.3910: To amend the Internal Revenue Code of 1986 to make lifetime income and...

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

S.488: JOBS and Investor Confidence Act of 2018

Sponsor: Patrick J. Toomey (R-Pa.)

S.2180: Christopher's Law

Sponsor: Robert Menendez (D-N.J.)

H.R.6757: Family Savings Act of 2018

Sponsor: Mike Kelly (R-Pa.)

H.R.6743: Consumer Information Notification Requirement Act

Sponsor: Blaine Luetkemeyer (R-Mo.)

S.2270: Mitigating METH Act

Sponsor: Steve Daines (R-Mont.)

H.R.10: Financial CHOICE Act of 2017

Sponsor: Jeb Hensarling (R-Texas)

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

Sponsor: Sean Duffy (R-Wis.)

H.R.4483: Federal Insurance Office Abolishment Act of 2017

Sponsor: Alex Mooney (R-W.Va.)

H.R.1: For the People Act of 2019

Sponsor: John Sarbanes (D-Md.)

S.488: Justice for Victims of Lynching Act of 2019

Sponsor: Kamala Harris (D-Calif.)

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

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

H.R.1439: Increasing Access to a Secure Retirement Act of 2019

Sponsor: Tim Walberg (R-Mich.)

H.R.2055: An Act Targeting Resources to Communities in Need

Sponsor: James E. Clyburn (D-S.C.)

S.868: Women and Climate Change Act of 2019

Sponsor: Mazie K. Hirono (D-Hawaii)

S.1360: Reserve Component DD–214 Act of 2019

Sponsor: Gary Peters (D-Mich.)

H.R.3762: DOC Access Act of 2019

Sponsor: Dave Loebsack (D-Iowa)

H.R.3861: Carbon Capture Improvement Act of 2019

Sponsor: Tim Burchett (R-Tenn.)

H.R.3746: United States Cadet Nurse Corps Equity Act

Sponsor: Nita M. Lowey (D-N.Y.)

S.2155: Stop Wall Street Looting Act

Sponsor: Elizabeth Warren (D-Mass.)

S.2180: Border Zone Reasonableness Restoration Act of 2019

Sponsor: Patrick J. Leahy (D-Vt.)

H.R.3857: To amend the Immigration and Nationality Act to reform asylum procedures...

Sponsor: Debbie Lesko (R-Ariz.)

H.R.4537: Mobile Health Clinics Act of 2019

Sponsor: Nydia M. Velázquez (D-N.Y.)

H.R.4483: LAMP Act of 2019

Sponsor: Don Young (R-Alaska)

H.R.4173: Rock Creek National Park Act of 2019

Sponsor: Eleanor Holmes Norton (D-D.C.)

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

Sponsor: Michael Bennet (D-Colo.)

S.1431: Retirement Security and Savings Act of 2019

Sponsor: Rob Portman (R-Ohio)

H.R.4524: Rural Veterans Travel Enhancement Act of 2019

Sponsor: Rick Larsen (D-Wash.)

H.R.4523: Nonprofit Property Protection Act

Sponsor: Al Green (D-Texas)

H.R.3910: Equality in Medicare and Medicaid Treatment Act of 2019

Sponsor: John Lewis (D-Ga.)

S.2270: Enhancing Geothermal Production on Federal Lands Act

Sponsor: Jim Risch (R-Idaho)

H.R.1596: To direct the Joint Committee on the Library to obtain a statue of...

Sponsor: Yvette D. Clarke (D-N.Y.)

S.627: SAFE Act of 2019

Sponsor: Patty Murray (D-Wash.)

S.2201: CLAIM Act

Sponsor: Robert Menendez (D-N.J.)

H.R.1832: Insurance Fairness for First Responders Act of 2019

Sponsor: Chris Pappas (D-N.H.)

S.2702: Integrated Energy Systems Act of 2019

Sponsor: Jim Risch (R-Idaho)

H.R.5059: To amend the Robert T. Stafford Disaster Relief and Emergency Assistance...

Sponsor: Neal Dunn (R-Fla.)

S.3177: Strengthening Oversight for Veterans Act of 2020

Sponsor: Jon Tester (D-Mont.)

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

Sponsor: Gilbert Cisneros (D-Calif.)

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

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

H.R.6201: Families First Coronavirus Response Act

Sponsor: Nita M. Lowey (D-N.Y.)

H.R.5666: National Aeronautics and Space Administration Authorization Act of 2020

Sponsor: Kendra Horn (D-Okla.)

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

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

H.R.1862: Federal Insurance Office Abolishment Act of 2019

Sponsor: Alex Mooney (R-W.Va.)

S.1586: Federal Insurance Office Abolishment Act of 2019

Sponsor: Ted Cruz (R-Texas)

H.R.6743: Protect Vulnerable Students from Surprise Tax Bills Act

Sponsor: Danny K. Davis (D-Ill.)

H.R.4978: Online Privacy Act of 2019

Sponsor: Anna G. Eshoo (D-Calif.)

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

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

S.664: Protecting Workers’ Freedom to Organize Act

Sponsor: Sherrod Brown (D-Ohio)

H.R.6994: Registration for Index-Linked Annuities Act

Sponsor: Dean Phillips (D-Minn.)

S.3795: Registration for Index Linked Annuities Act of 2020

Sponsor: Tina Smith (D-Minn.)

H.R.1872: ECORA Act of 2019

Sponsor: Steven Watkins (R-Kan.)

S.1641: ECORA Act of 2019

Sponsor: Pat Roberts (R-Kan.)

H.R.3301: Taxpayer Certainty and Disaster Tax Relief Act of 2019

Sponsor: Mike Thompson (D-Calif.)

S.4159: E-SIGN Modernization Act of 2020

Sponsor: John Thune (R-S.D.)

H.R.5084: Improving Corporate Governance Through Diversity Act of 2019

Sponsor: Gregory W. Meeks (D-N.Y.)

H.R.5360: Closing the Racial Wealth Gap Act of 2019

Sponsor: Joyce Beatty (D-Ohio)

H.R.281: Ensuring Diverse Leadership Act of 2019

Sponsor: Joyce Beatty (D-Ohio)

H.R.7946: Federal Reserve Racial and Economic Equity Act

Sponsor: Maxine Waters (D-Calif.)

S.4464: Federal Reserve Racial and Economic Equity Act

Sponsor: Elizabeth Warren (D-Mass.)

H.R.133: Consolidated Appropriations Act, 2021

Sponsor: Henry Cuellar (D-Texas)

S.4325: Business of Insurance Regulatory Reform Act of 2020

Sponsor: Tim Scott (R-S.C.)

H.R.8990: Lifetime Income For Employees Act

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

S.5064: Improving Access to Retirement Savings Act

Sponsor: Charles E. Grassley (R-Iowa)

H.R.6800: The Heroes Act

Sponsor: Nita M. Lowey (D-N.Y.)

S.4626: SAFE DATA Act

Sponsor: Roger Wicker (R-Miss.)

H.R.7809: HOPE Act of 2020

Sponsor: Van Taylor (R-Texas)

H.R.7913: Financial Institution Forbearance Act

Sponsor: Blaine Luetkemeyer (R-Mo.)

H.R.7914: Eliminating CECL Accounting Standard Act

Sponsor: Blaine Luetkemeyer (R-Mo.)

H.R.1: For the People Act of 2021

Sponsor: John Sarbanes (D-Md.)

H.R.133: David’s Law

Sponsor: Sheila Jackson Lee (D-Texas)

H.R.1865: Jenna Quinn Law

Sponsor: Susan Wild (D-Pa.)

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

Sponsor: Jackie Walorski (R-Ind.)

H.R.1439: Expanded Genetic Screening Act of 2021

Sponsor: Jackie Speier (D-Calif.)

H.R.2055: Transparency in Government Act of 2021

Sponsor: Mike Quigley (D-Ill.)

S.868: Huntington’s Disease Disability Insurance Access Act of 2021

Sponsor: Kirsten E. Gillibrand (D-N.Y.)

S.222: American Opportunity Accounts Act

Sponsor: Cory Booker (D-N.J.)

H.R.281: District of Columbia Prosecutor Home Rule Act of 2021

Sponsor: Eleanor Holmes Norton (D-D.C.)

H.R.1596: Commission to Study the Stigmatization, Criminalization, and Ongoing...

Sponsor: Mark Takano (D-Calif.)

S.627: Energy Storage Tax Incentive and Deployment Act of 2021

Sponsor: Martin Heinrich (D-N.M.)

H.R.1832: Guard Reimbursement for Unhealthy Bites Act

Sponsor: Bill Huizenga (R-Mich.)

H.R.2474: Invest in American Railroads Act

Sponsor: Ann McLane Kuster (D-N.H.)

S.664: Duplication Scoring Act of 2021

Sponsor: Rand Paul (R-Ky.)

H.R.1862: To authorize the Secretary of Health and Human Services to carry out a...

Sponsor: Lori Trahan (D-Mass.)

H.R.1523: Modern Worker Empowerment Act

Sponsor: Elise Stefanik (R-N.Y.)

S.526: Modern Worker Empowerment Act

Sponsor: Tim Scott (R-S.C.)

H.R.3301: CEO Accountability and Responsibility Act

Sponsor: Mark DeSaulnier (D-Calif.)

H.R.4173: Tax-Free Pell Grant Act

Sponsor: Lloyd Doggett (D-Texas)

S.1770: Retirement Security and Savings Act of 2021

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

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

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

S.1431: Metropolitan Statistical Area Stabilization Act

Sponsor: Jon Tester (D-Mont.)

H.R.3857: BASIC Act

Sponsor: Norma Torres (D-Calif.)

H.R.4523: Preserving Safe Communities by Ending Swatting Act of 2021

Sponsor: David Kustoff (R-Tenn.)

S.1870: Enhancing Emergency and Retirement Savings Act of 2021

Sponsor: James Lankford (R-Okla.)

H.R.1816: Information Transparency & Personal Data Control Act

Sponsor: Suzan K. DelBene (D-Wash.)

S.2201: Supply Chain Security Training Act of 2021

Sponsor: Gary Peters (D-Mich.)

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

Sponsor: Madeleine Dean (D-Pa.)

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

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

S.1586: Restoring the Armed Career Criminal Act

Sponsor: Tom Cotton (R-Ark.)

S.2621: Modernization of Derivatives Tax Act of 2021

Sponsor: Ron Wyden (D-Ore.)

H.R.2634: LIFT Act

Sponsor: Terri Sewell (D-Ala.)

S.1308: American Infrastructure Bonds Act of 2021

Sponsor: Roger Wicker (R-Miss.)

S.975: Securing America's Clean Fuels Infrastructure Act

Sponsor: Thomas R. Carper (D-Del.)

H.R.2005: DOD Entrepreneurial Innovation Act

Sponsor: Ken Calvert (R-Calif.)

S.2452: Encouraging Americans to Save Act

Sponsor: Ron Wyden (D-Ore.)

H.R.4978: Survivors’ Bill of Rights in the States Act of 2021

Sponsor: Jackie Speier (D-Calif.)

H.R.5084: Student Loan Refinancing Act

Sponsor: Michael R. Turner (R-Ohio)

H.R.5360: Freedom from Mandates Act

Sponsor: Andy Biggs (R-Ariz.)

H.R.1996: SAFE Banking Act of 2021

Sponsor: Ed Perlmutter (D-Colo.)

S.910: SAFE Banking Act of 2021

Sponsor: Jeff Merkley (D-Ore.)

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

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

H.R.4350: National Defense Authorization Act for Fiscal Year 2022

Sponsor: Adam Smith (D-Wash.)

H.R.1187: Corporate Governance Improvement and Investor Protection Act

Sponsor: Juan Vargas (D-Calif.)

S.CON.RES.14: A concurrent resolution setting forth the congressional budget for the...

Sponsor: Bernard Sanders (ID-Vt.)

S.2865: Unemployment Insurance Improvement Act

Sponsor: Ron Wyden (D-Ore.)

H.R.6201: National Liberty Memorial Preservation Act

Sponsor: Bonnie Watson Coleman (D-N.J.)

H.R.5376: Inflation Reduction Act of 2022

Sponsor: John Yarmuth (D-Ky.)

H.R.5891: RISE Act

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

S.862: Clarifying Law Around Insurance of Marijuana Act

Sponsor: Robert Menendez (D-N.J.)

H.R.2068: CLAIM Act

Sponsor: Nydia M. Velázquez (D-N.Y.)

S.3198: Registration for Index-Linked Annuities Act

Sponsor: Tina Smith (D-Minn.)

H.R.3099: Primary Regulators of Insurance Vote Act of 2021

Sponsor: John Garamendi (D-Calif.)

H.R.6580: Algorithmic Accountability Act of 2022

Sponsor: Yvette D. Clarke (D-N.Y.)

S.3572: Algorithmic Accountability Act of 2022

Sponsor: Ron Wyden (D-Ore.)

H.R.6800: IRS PRIORITIES Act of 2022

Sponsor: Bruce Westerman (R-Ark.)

H.R.6743: LUNCHES Act of 2022

Sponsor: Jim McGovern (D-Mass.)

S.2415: Long-Term Care Affordability Act

Sponsor: Patrick J. Toomey (R-Pa.)

H.R.7107: Long-Term Care Affordability Act

Sponsor: Ann Wagner (R-Mo.)

S.4325: Credit Union Board Modernization Act

Sponsor: Kyrsten Sinema (ID-Ariz.)

S.4159: FEMA Equity Act

Sponsor: Elizabeth Warren (D-Mass.)

H.R.7946: Veteran Service Recognition Act of 2022

Sponsor: Mark Takano (D-Calif.)

S.4464: Kaena Point National Heritage Area Act

Sponsor: Mazie K. Hirono (D-Hawaii)

S.5064: Right to Read Act of 2022

Sponsor: Jack Reed (D-R.I.)

H.R.8990: Combatting Financial Conflicts of Interest in Government Act

Sponsor: Zoe Lofgren (D-Calif.)

H.R.2741: Public Service Retirement Fairness Act of 2021

Sponsor: Jimmy Panetta (D-Calif.)

S.4626: Facilitating the Reshoring of Energy Grid Component Manufacturing Act of...

Sponsor: Marco Rubio (R-Fla.)

H.R.2617: Consolidated Appropriations Act, 2023

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

H.R.1165: Data Privacy Act of 2023

Sponsor: Patrick T. McHenry (R-N.C.)

H.R.1807: Improving Disclosure for Investors Act of 2023

Sponsor: Bill Huizenga (R-Mich.)

H.R.3942: Lifetime Income For Employees Act

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

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

Sponsor: Randy Feenstra (R-Iowa)

H.R.4237: Ensuring Sound Guidance Act

Sponsor: Andy Barr (R-Ky.)

S.2517: Auto Reenroll Act of 2023

Sponsor: Tim Kaine (D-Va.)

H.R.4924: Auto Reenroll Act of 2023

Sponsor: Kathy Manning (D-N.C.)

H.R.1059: SECURE Notarization Act of 2023

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

S.1212: Securing and Enabling Commerce Using Remote and Electronic Notarization...

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

S.3367: Billionaires Income Tax Act

Sponsor: Ron Wyden (D-Ore.)

H.R.6065: Retirement Savings for Americans Act of 2023

Sponsor: Lloyd Smucker (R-Pa.)

S.2415: Preventing Maternal Deaths Reauthorization Act of 2023

Sponsor: Shelley Moore Capito (R-W.Va.)

H.R.5628: Algorithmic Accountability Act of 2023

Sponsor: Yvette D. Clarke (D-N.Y.)

S.2892: Algorithmic Accountability Act of 2023

Sponsor: Ron Wyden (D-Ore.)

H.R.7107: Human Trafficking Awareness Training Act

Sponsor: Kat Cammack (R-Fla.)

S.3305: Helping Young Americans Save for Retirement Act

Sponsor: Bill Cassidy (R-La.)

H.R.3335: To ensure the successful development of the electronic Income...

Sponsor: Patrick T. McHenry (R-N.C.)

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?
Patricia Douglass	n/a
Patricia Douglass Mrs.	n/a
James Morris Mr.	n/a
Darcy Robson	n/a
Rita Fenani	n/a
Robert Haskell	n/a
Cheryl Tobin	n/a
Elizabeth Licavoli	n/a
Dennis Corbett Mr.	n/a
Thomas Ronce Mr.	n/a
John Carlson Mr.	n/a
Thomas Gibbons Mr.	n/a
Gary Falde Mr.	n/a
Douglass Pat Mrs.	n/a
Patricia Douglass Mrs	n/a
Melanie Wagner Ms.	n/a
Adrienne Mouch Ms.	n/a
Patricia Douglass Ms.	n/a
Dan Crain Mr.	n/a
Robin Lee	n/a
Mary Fortman Ms.	n/a
Tom Beadleston Mr.	n/a
Cheryl Tobin Ms.	n/a
Andrew Zembles Mr.	n/a
Gail McIntosh Ms.	n/a
Douglass Patricia Mrs.	n/a
Seaver Sowers	n/a
Allison Shuster	n/a
Jennifer Webb	n/a
Sandy Sussman	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.

1st Quarter, 2024

Q1 Report

In Q1, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on April 22. Original Filing: 301575189.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Issue: 403(b) parity Issue: Reforming DOLs pension risk transfer bulletin, 95-1. American Worker Savings & Wealth Creation Plan Act: Would create a federally run retirement plan, similar to the TSP, that would be available to all private sector workers whose employer signs up for the plan. No bill yet. Issue: Technical corrections on catch up contributions under SECURE 2.0 Issue: SEC market conduct rulemakings Issue: Fiduciary rulemaking. Issue: H.R. 3942, Lifetime Income for Employees (LIFE) Act of 2022: Amends the current rules for qualified default investment alternatives to facilitate the use of an annuity component will expand the availability of guaranteed returns and guaranteed lifetime income that help savers secure their retirement futures. Issue: H.R. 4237, Ensuring Sound Guidance Act: Would require investment advisers and ERISA retirement plan sponsors to prioritize financial returns over non-pecuniary factors when making investment decisions on behalf of their clients. Issue: S. 2517, H.R. 4924, The Auto Reenroll Act of 2023: The bill allows plan sponsors to re-enroll non-participants at least once every three years, unless the individual affirmatively opts-out again. The bill also permits plans to sweep all eligible employees as a group for re-enrollment and does not change the automatic enrollment safe harbors Issue: H.R. 6065, Retirement Savings for Americans Act, authorizes a federally run TSP. Issue: S. 2415, H.R. 7107, the Long-Term Care Affordability Act. The bill allows plan tax free distributions on retirement accounts to fund LTC contracts Issue: Tri-Agency rule on supplemental health benefits Issue: SECURE 2.0 Technical Corrections Discussion Draft: Legislative language that will amend SECURE 2.0 to make technical changes to a variety of provisions. Issue: S. 3305 Helping Young Americans Save for Retirement Act: The legislation would lower the minimum participation age in ERISA-covered defined contribution plans from age 21 to age 18.

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Issue: Cannabis legislation Issue: FHLBank System Issue: Environmental, Social, and Corporate Governance (ESG). No bill number assigned. Issue: Oversight of credit rating agencies Issue: Regulation Best Interest Issue: H.R.1059/S. 1212 - Securing and Enabling Commerce Using Remote and Electronic Notarization Act. Issue: BASEL III Issue: Covered agreement on prudential measures with respect to business of insurance and reinsurance. Issue: Independent contractor status. Issue: H.R. 3335 - IRS Income Verification Express Service Act - This bill ensures the successful development of the electronic Income Verification Express Service of the Internal Revenue Service by amending the Taxpayer First Act to clarify that taxpayer identity verification is the responsibility of users of the system rather than the taxpayer. Issue: Electronic disclosure.

Agencies Lobbied

Type of Issue

4th Quarter, 2023

Q4 Report

In Q4, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on Jan. 19. Original Filing: 301532749.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

3rd Quarter, 2023

Q3 Report

In Q3, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on Oct. 20, 2023. Original Filing: 301515367.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

2nd Quarter, 2023

Q2 Report

In Q2, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on July 20, 2023. Original Filing: 301491521.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

1st Quarter, 2023

Q1 Report

In Q1, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on April 20, 2023. Original Filing: 301467433.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

4th Quarter, 2022

Q4 Report

In Q4, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on Jan. 20, 2023. Original Filing: 301443094.xml

Lobbying Issues

HR 1 Tax Cuts and Jobs Act. ISSUE: Taxation of life insurers. Discussions related to Tax 2.0 Package. H.R. 6201, Families First Coronavirus Response Act - tax credits for employers regarding coronavirus paid time off. Life Insurance Product and Tax Stabilization Proposals (no bill introduced yet.) COVID-19 Response Tax Proposals re 7702 and Ordinary Treatment of Bonds (no bill introduced). Wyden Tax Wealth Like Wages (mark-to-market) discussion paper (no bill introduced yet) Technical corrections to the Tax Cuts and Jobs Act (bill not introduced) Tax Extenders: H.R. 3301 (no Senate bill introduced yet) The Consolidated Appropriations Act of 2021: HR 133 Infrastructure package (no bill introduced yet) - provisions related to the GILTI and BEAT and corporate tax rate S.2621 - 117th Congress (2021-2022) Modernization of Derivatives Tax Act of 2021 Reconciliation (House bill marked up in House Budget Committee) Build Back Better Act (No bill on congress.gov) Direct Bond Payment Programs (Sewell LIFT Act; Bennet/Wicker American Infrastructure Bonds Act) H.R.2634 - 117th Congress (2021-2022) LIFT Act S.1308 - 117th Congress (2021-2022) American Infrastructure Bonds Act of 2021 H.R.5376 (and Senate version with no bill number) Build Back Better - discussions related to Corporate Minimum Tax, Minimum Book Tax, and issues related to statutory/GAAP accounting specific to insurers S. 2415/H.R. 7107, The Long Term Care Affordability Act

Agencies Lobbied

Type of Issue

Lobbying Issues

Discussions related to the following bills introduced from the previous Congress: Public Law 111-203, H.R. 4173 - Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: Implementation and Regulatory reform. Captive Reinsurance Transactions, Insurance Capital Standards and Global Capital Standards. H.R. 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) S.4325 - Business of Insurance Regulatory Reform Act of 2020 Issue: Insurance exclusion from CFPB jurisdiction. H.R. 6580/S.3572 - Algorithmic Accountability Act of 2022. To direct the Federal Trade Commission to require impact assessments of automated decision systems and augmented critical decision processes, and for other purposes. Issue: Insurer solvency, investments, and capital charges. 1.Issue: Considerations in connection with the role of private equity in the life insurance industry Issue: Senate Finance Committee letters on Private Placement Life Insurance

Agencies Lobbied

Type of Issue

Lobbying Issues

Discussions related to SECURE 2.0 - next iteration of comprehensive retirement policy legislation. Department of Labor Fiduciary Rule, SEC Best Interest Standard. S. 1770 - The Retirement Security & Savings Act: Comprehensive retirement savings legislation. H.R. 2954, Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act: Comprehensive retirement savings legislation. H.R. 1865 Further Consolidated Appropriations Act. Coronavirus Aid, Relief, and Economic Security Act (CARES) Act Provisions on retirement including: Temporary Waiver of RMD, increase in loan amount from Employer Sponsored Plans, IRS Penalty tax free distribution from eligible retirement plans SECURE 2.0. (no bill number) Proposal would be next iteration of retirement security policy. S. 1431, Retirement Security and Savings Act of 2019. Retirement Security. S. 5064, Improving Access to Retirement Savings Act, includes provisions that were in SSRA, but not included in S. 1431. H.R. 6800, The HEROES Act. Large, comprehensive COVID-19 relief bill. Includes RMD relief and single employer pension plan relief. American Rescue Plan of 2021: Budget reconciliation legislation that included a pay-for that impacts retirement savers. Section 9709 would have implement a cost-of-living adjustment freeze for the year 2030 and beyond. Short-terms Savings: Proposal that would expand hardship distribution rules in order to incentivize and increase short-term savings. Portable Retirement and Investment Account Act (PRIA): Creates retirement accounts at birth to help establish life long savings/retirement accounts. S. 222, The American Opportunity Accounts Act: Establishes tax-exempt American Opportunity Accounts to provide children at birth with a $1,000 savings account with annual contributions up to $2,000 depending on family income. S. 1870, the Enhancing Emergency and Retirement Savings Act of 2021: The legislation would provide a penalty-free emergency distribution option from employer-sponsored retirement accounts and IRAs. Build Back Better Act (Budget Reconciliation): Automatic Retirement Plan inclusion that would mandate retirement plans in the workplace for employers with 5 or more employees. Proposed FY 2020 Budget proposal on paid family and medical leave. Issue: paid family and medical leave S. 975 / H.R. 2005, the Womens Retirement Security Act of 2021: Addresses the retirement gap and bolsters womens financial security through amending ERISA and increasing financial literacy. S. 2452, the Encouraging Americans to Save Act: Reforms the savers credit, makes the credit refundable, establishes an R-bond program, and amends the deadline to fund an IRA with a tax refund, among other provisions. Discussions related to the following bills from the previous Congress: H.R. 3857 - Protecting Advice for Small Savers Act of 2017 addressing the DOL Fiduciary rule and establishing a best interest standard for financial advisors. H.R. 4523 - The Automatic Retirement Plan Act Issue: Retirement Security. H.R. 8990, the Lifetime Income for Employees Act. Expands QDIA regulations. HR 5891 RISE Act: Review of Pension Risk Transfer Interpretive Bulletin which requires DOL to review the current interpretive bulletin governing pension risk transfers and report to Congress on its findings. Issue: PRT and insurer solvency, investments, and capital charges. Potential legislation regarding pension risk transfer The Enhancing American Retirement Now (EARN) Act: Comprehensive retirement security legislation authored by Senate Finance Committee: Enhancement of 403b plans, modification of rules relating to 403b plans The Rise and Shine Act: SENATE HELP provisions covered by ERISA to be included with a Senate retirement package (SECURE 2.0) Issue: Proposals to establish a publicly administered retirement savings plan for certain workers who are not federal employees, including expansion of the federal Thrift Savings Plan Issue: HR 2741 Public Service Retirement Fairness Act H.R. 2617, Consolidated Appropriations Act of 2023

Agencies Lobbied

Type of Issue

Lobbying Issues

Discussions related to H.R. 6743 Consumer Information Notification Requirement Act. Issue: Cybersecurity. Draft legislation that would require notice of data security breaches. Issue: Cybersecurity and Privacy. Consumer Data Privacy and Security Act of 2020 Issue: Business interruption insurance. H.R. 4978 - Online Privacy Act. Issue: Data Privacy S.- To amend the Electronic Signatures in Global and National Commerce Act to accommodate emerging technologies. Issue: Data Privacy Data Accountability and Transparency Act 2020 (no bill number assigned) E-Sign Modernization Act, S. 4159 S. 4626 - A bill to establish data privacy and data security protections for consumers in the United States. Issue: Data privacy Public Law 111-203, H.R. 4173- Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: Implementation, Global Capital Standards and Regulatory reform. H.R. 1816 - Information Transparency and Personal Data Control Act. Issue: Data Privacy H.___ and S.___ - Draft data privacy legislation. Issue: Data Privacy Issue: Draft legislation that would require notice of data security breaches. Issue: Cybersecurity and Privacy.

Agencies Lobbied

Type of Issue

Lobbying Issues

H.R. 5084 - Improving Corporate Governance Through Diversity Act. H.R. 5360 - Closing the Racial Wealth Gap Act. H.R. 281 - Ensuring Diverse Leadership Act. H.R. 7946 and S. 4464 - Federal Reserve Racial and Economic Equity Act. HR 1996 and S 910 - The Secure and Fair Enforcement or SAFE Banking Act of 2021. S. 862/H.R. 2068 - The Clarifying Law Around Insurance of Marijuana (CLAIM) Act. H.R. 1832 - Insurance Fairness for First Responders Act of 2019. H.R.3962/S.1625 - Securing and Enabling Commerce Using Remote and Electronic Notarization Act - Issue: remote online notarization. H.R. 2474/S.664 - 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. HR 4865/S. 3198 - Registration for Index-Linked Annuities Act. To direct the SEC to revise any rules necessary to enable issuers of index-linked annuities to use the securities offering forms that are available to other issuers of securities. Issue: index-linked annuities. S. Clarifying that the CFPB does not regulate the business of insurance. Issue: Making Diversity and Inclusion Efforts more Intentional. No bill number assigned. Potential legislation on banning short selling H.R. 1862/S. 1586 - Federal Insurance Office Abolishment Act of 2019. Issue: FIO reform. Discussions related to the following bills from the previous Congress: Public Law 111-203, H.R. 4173- Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: Implementation and Regulatory reform. Captive Reinsurance Transactions, Insurance Capital Standards and Global Capital Standards. Draft legislation that would require notice of data security breaches. Issue: Cybersecurity and Privacy. H.R. 1523/S. 526 - Modern Worker Empowerment Act. To amend the Fair Labor Standards Act of 1938 to harmonize the definition of employee with the common law. Issue: employee status. S.__ Electronic Signatures in Global and National Commerce Act. To amend the Electronic Signatures in Global and National Commerce Act to accommodate emerging technologies. Issue: electronic signatures Environmental, Social, and Corporate Governance (ESG). No bill number assigned. EO 14032 restrictions on securities related to CMICs H.R. 4350 - National Defense Authorization Act for Fiscal Year 2022. This bill authorizes FY2022 appropriations for military activities and programs of the Department of Defense (e.g., personnel; research, development, test, and evaluation; and procurement of items such as aircraft, missiles, and ammunition). It also prescribes military personnel strengths for FY2022. Issue: remote online notarization and cannabis banking. H.R. 1187 - the ESG Disclosure Simplification Act. This legislationrequires the disclosure of key environmental, social, and governance metrics to shareholders of public companies. Issue: ESG. S.Con.Res.14 - Concurrent Resolution on the Budget, FY2022. The budget resolution calls for the $3.5 trillion in long-term investments to be fully offset by a combination of new tax revenues, health care savings, and long-term economic growth. In addition, the agreement would prohibit new taxes on families making less than $400,000 per year, and on small businesses and family farms. Issue: unemployment insurance. S.__ Cannabis Administration and Opportunity Act. This legislation aims to end the decades of harm inflicted on communities of color by removing cannabis from the federal list of controlled substances and empowering states to implement their own cannabis laws. S.2865 - Unemployment Insurance Improvement Act H.R. 3099 - Primary Regulators of Insurance Vote Act of 2021. To amend the Financial Stability Act of 2010 to include the State insurance commissioner as a voting member of the Financial Stability Oversight Council. Issue: FSOC. SEC Proposed Rule to Enhance and Standardize Climate-Related Disclosures for Investors. Issue: ESG Issue: Economic Sanctions on Russia Issue: S&P Global Proposed Methodology And Assumptions For Insurer Risk-Based Capital Adequacy. Issue: Review of Federal Home Loan Bank system mission and membership

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

3rd Quarter, 2022

Q3 Report

In Q3, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on Oct. 20, 2022. Original Filing: 301419235.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

2nd Quarter, 2022

Q2 Report

In Q2, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on July 20, 2022. Original Filing: 301395780.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Discussions related to SECURE 2.0 - next iteration of comprehensive retirement policy legislation. Department of Labor Fiduciary Rule, SEC Best Interest Standard. S. 1770 - The Retirement Security & Savings Act: Comprehensive retirement savings legislation. H.R. 2954, Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act: Comprehensive retirement savings legislation. H.R. 1865 Further Consolidated Appropriations Act. Coronavirus Aid, Relief, and Economic Security Act (CARES) Act Provisions on retirement including: Temporary Waiver of RMD, increase in loan amount from Employer Sponsored Plans, IRS Penalty tax free distribution from eligible retirement plans SECURE 2.0. (no bill number) Proposal would be next iteration of retirement security policy. S. 1431, Retirement Security and Savings Act of 2019. Retirement Security. S. 5064, Improving Access to Retirement Savings Act, includes provisions that were in SSRA, but not included in S. 1431. H.R. 6800, The HEROES Act. Large, comprehensive COVID-19 relief bill. Includes RMD relief and single employer pension plan relief. American Rescue Plan of 2021: Budget reconciliation legislation that included a pay-for that impacts retirement savers. Section 9709 would have implement a cost-of-living adjustment freeze for the year 2030 and beyond. Short-terms Savings: Proposal that would expand hardship distribution rules in order to incentivize and increase short-term savings. Portable Retirement and Investment Account Act (PRIA): Creates retirement accounts at birth to help establish life long savings/retirement accounts. S. 222, The American Opportunity Accounts Act: Establishes tax-exempt American Opportunity Accounts to provide children at birth with a $1,000 savings account with annual contributions up to $2,000 depending on family income. S. 1870, the Enhancing Emergency and Retirement Savings Act of 2021: The legislation would provide a penalty-free emergency distribution option from employer-sponsored retirement accounts and IRAs. Build Back Better Act (Budget Reconciliation): Automatic Retirement Plan inclusion that would mandate retirement plans in the workplace for employers with 5 or more employees. Proposed FY 2020 Budget proposal on paid family and medical leave. Issue: paid family and medical leave S. 975 / H.R. 2005, the Womens Retirement Security Act of 2021: Addresses the retirement gap and bolsters womens financial security through amending ERISA and increasing financial literacy. S. 2452, the Encouraging Americans to Save Act: Reforms the savers credit, makes the credit refundable, establishes an R-bond program, and amends the deadline to fund an IRA with a tax refund, among other provisions. Discussions related to the following bills from the previous Congress: H.R. 3857 - Protecting Advice for Small Savers Act of 2017 addressing the DOL Fiduciary rule and establishing a best interest standard for financial advisors. H.R. 4523 - The Automatic Retirement Plan Act Issue: Retirement Security. H.R. 8990, the Lifetime Income for Employees Act. Expands QDIA regulations. HR 5891 RISE Act: Review of Pension Risk Transfer Interpretive Bulletin which requires DOL to review the current interpretive bulletin governing pension risk transfers and report to Congress on its findings. Issue: PRT and insurer solvency, investments, and capital charges. Potential legislation regarding pension risk transfer The Enhancing American Retirement Now (EARN) Act: Comprehensive retirement security legislation authored by Senate Finance Committee The Rise and Shine Act: SENATE HELP provisions covered by ERISA to be included with a Senate retirement package (SECURE 2.0)

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

1st Quarter, 2022

Q1 Report

In Q1, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on April 20, 2022. Original Filing: 301371227.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

4th Quarter, 2021

Q4 Report

In Q4, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on Jan. 20, 2022. Original Filing: 301338030.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Discussions related to SECURE 2.0 - next iteration of comprehensive retirement policy legislation. Department of Labor Fiduciary Rule, SEC Best Interest Standard. S. 1770 - The Retirement Security & Savings Act: Comprehensive retirement savings legislation. H.R. 2954, Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act: Comprehensive retirement savings legislation. H.R. 1865 Further Consolidated Appropriations Act. Coronavirus Aid, Relief, and Economic Security Act (CARES) Act Provisions on retirement including: Temporary Waiver of RMD, increase in loan amount from Employer Sponsored Plans, IRS Penalty tax free distribution from eligible retirement plans SECURE 2.0. (no bill number) Proposal would be next iteration of retirement security policy. S. 1431, Retirement Security and Savings Act of 2019. Retirement Security. S. 5064, Improving Access to Retirement Savings Act, includes provisions that were in SSRA, but not included in S. 1431. H.R. 6800, The HEROES Act. Large, comprehensive COVID-19 relief bill. Includes RMD relief and single employer pension plan relief. American Rescue Plan of 2021: Budget reconciliation legislation that included a pay-for that impacts retirement savers. Section 9709 would have implement a cost-of-living adjustment freeze for the year 2030 and beyond. Short-terms Savings: Proposal that would expand hardship distribution rules in order to incentivize and increase short-term savings. Portable Retirement and Investment Account Act (PRIA): Creates retirement accounts at birth to help establish life long savings/retirement accounts. S. 222, The American Opportunity Accounts Act: Establishes tax-exempt American Opportunity Accounts to provide children at birth with a $1,000 savings account with annual contributions up to $2,000 depending on family income. S. 1870, the Enhancing Emergency and Retirement Savings Act of 2021: The legislation would provide a penalty-free emergency distribution option from employer-sponsored retirement accounts and IRAs. Build Back Better Act (Budget Reconciliation): Automatic Retirement Plan inclusion that would mandate retirement plans in the workplace for employers with 5 or more employees. Proposed FY 2020 Budget proposal on paid family and medical leave. Issue: paid family and medical leave S. 975 / H.R. 2005, the Womens Retirement Security Act of 2021: Addresses the retirement gap and bolsters womens financial security through amending ERISA and increasing financial literacy. S. 2452, the Encouraging Americans to Save Act: Reforms the savers credit, makes the credit refundable, establishes an R-bond program, and amends the deadline to fund an IRA with a tax refund, among other provisions. Discussions related to the following bills from the previous Congress: H.R. 3857 - Protecting Advice for Small Savers Act of 2017 addressing the DOL Fiduciary rule and establishing a best interest standard for financial advisors. H.R. 4523 - The Automatic Retirement Plan Act Issue: Retirement Security. H.R. 8990, the Lifetime Income for Employees Act. Expands QDIA regulations. HR 5891 RISE Act: Review of Pension Risk Transfer Interpretive Bulletin which requires DOL to review the current interpretive bulletin governing pension risk transfers and report to Congress on its findings Potential legislation regarding pension risk transfer

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

3rd Quarter, 2021

Q3 Report

In Q3, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on Oct. 20, 2021. Original Filing: 301314936.xml

Lobbying Issues

HR 1 Tax Cuts and Jobs Act. ISSUE: Taxation of life insurers. Discussions related to Tax 2.0 Package. H.R. 6201, Families First Coronavirus Response Act - tax credits for employers regarding coronavirus paid time off. Life Insurance Product and Tax Stabilization Proposals (no bill introduced yet.) COVID-19 Response Tax Proposals re 7702 and Ordinary Treatment of Bonds (no bill introduced). Wyden Tax Wealth Like Wages (mark-to-market) discussion paper (no bill introduced yet) Life Insurance Product and Tax Stabilization Proposals (no bill introduced yet) Technical corrections to the Tax Cuts and Jobs Act (bill not introduced) Tax Extenders: H.R. 3301 (no Senate bill introduced yet) Treasury Guidance on 1035 exchanges. The Consolidated Appropriations Act of 2021: HR 133 Infrastructure package (no bill introduced yet) - provisions related to the GILTI and BEAT and corporate tax rate S.2621 - 117th Congress (2021-2022) Modernization of Derivatives Tax Act of 2021 Reconciliation (House bill marked up in House Budget Committee) Build Back Better Act (No bill on congress.gov) Direct Bond Payment Programs (Sewell LIFT Act; Bennet/Wicker American Infrastructure Bonds Act) H.R.2634 - 117th Congress (2021-2022) LIFT Act S.1308 - 117th Congress (2021-2022) American Infrastructure Bonds Act of 2021

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

H.R. 5084 - Improving Corporate Governance Through Diversity Act. H.R. 5360 - Closing the Racial Wealth Gap Act. H.R. 281 - Ensuring Diverse Leadership Act. H.R. 7946 and S. 4464 - Federal Reserve Racial and Economic Equity Act. HR 1996 and S 910 - The Secure and Fair Enforcement or SAFE Banking Act of 2019. S. 2201 - The Clarifying Law Around Insurance of Marijuana (CLAIM) Act. H.R. 1832 - Insurance Fairness for First Responders Act of 2019. H.R.3962/S.1625 - Securing and Enabling Commerce Using Remote and Electronic Notarization Act - Issue: remote online notarization. H.R. 2474/S.664 - 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. HR 4865 - Registration for Index-Linked Annuities Act. To direct the SEC to revise any rules necessary to enable issuers of index-linked annuities to use the securities offering forms that are available to other issuers of securities. Issue: index-linked annuities. S. Clarifying that the CFPB does not regulate the business of insurance. Issue: Making Diversity and Inclusion Efforts more Intentional. No bill number assigned. Potential legislation on banning short selling H.R. 1862/S. 1586 - Federal Insurance Office Abolishment Act of 2019. Issue: FIO reform. Discussions related to the following bills from the previous Congress: Public Law 111-203, H.R. 4173- Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: Implementation and Regulatory reform. Captive Reinsurance Transactions, Insurance Capital Standards and Global Capital Standards. Draft legislation that would require notice of data security breaches. Issue: Cybersecurity and Privacy. H.R. 1523/S. 526 - Modern Worker Empowerment Act. To amend the Fair Labor Standards Act of 1938 to harmonize the definition of employee with the common law. Issue: employee status. S.__ Electronic Signatures in Global and National Commerce Act. To amend the Electronic Signatures in Global and National Commerce Act to accommodate emerging technologies. Issue: electronic signatures Environmental, Social, and Corporate Governance (ESG). No bill number assigned. EO 14032 restrictions on securities related to CMICs H.R. 4350 - National Defense Authorization Act for Fiscal Year 2022. This bill authorizes FY2022 appropriations for military activities and programs of the Department of Defense (e.g., personnel; research, development, test, and evaluation; and procurement of items such as aircraft, missiles, and ammunition). It also prescribes military personnel strengths for FY2022. Issue: remote online notarization and cannabis banking. H.R. 1187 - the ESG Disclosure Simplification Act. This legislationrequires the disclosure of key environmental, social, and governance metrics to shareholders of public companies. Issue: ESG. S.Con.Res.14 - Concurrent Resolution on the Budget, FY2022. The budget resolution calls for the $3.5 trillion in long-term investments to be fully offset by a combination of new tax revenues, health care savings, and long-term economic growth. In addition, the agreement would prohibit new taxes on families making less than $400,000 per year, and on small businesses and family farms. Issue: unemployment insurance. S.__ Cannabis Administration and Opportunity Act. This legislation aims to end the decades of harm inflicted on communities of color by removing cannabis from the federal list of controlled substances and empowering states to implement their own cannabis laws. S.2865 - Unemployment Insurance Improvement Act

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

2nd Quarter, 2021

Q2 Report

In Q2, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on July 20, 2021. Original Filing: 301291173.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

H.R. 5084 - Improving Corporate Governance Through Diversity Act. H.R. 5360 - Closing the Racial Wealth Gap Act. H.R. 281 - Ensuring Diverse Leadership Act. H.R. 7946 and S. 4464 - Federal Reserve Racial and Economic Equity Act. H.R. 1596/S. 627 - The Secure and Fair Enforcement or SAFE Banking Act of 2019. S. 2201 - The Clarifying Law Around Insurance of Marijuana (CLAIM) Act. H.R. 1832 - Insurance Fairness for First Responders Act of 2019. H.R.3962/S.1625 - Securing and Enabling Commerce Using Remote and Electronic Notarization Act - Issue: remote online notarization. H.R. 2474/S.664 - 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. H.R. 6994/S. 3795 - Registration for Index-Linked Annuities Act. To direct the SEC to revise any rules necessary to enable issuers of index-linked annuities to use the securities offering forms that are available to other issuers of securities. Issue: index-linked annuities. S. Clarifying that the CFPB does not regulate the business of insurance. Issue: Making Diversity and Inclusion Efforts more Intentional. No bill number assigned. Potential legislation on banning short selling H.R. 1862/S. 1586 - Federal Insurance Office Abolishment Act of 2019. Issue: FIO reform. Discussions related to the following bills from the previous Congress: Public Law 111-203, H.R. 4173- Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: Implementation and Regulatory reform. Captive Reinsurance Transactions, Insurance Capital Standards and Global Capital Standards. Draft legislation that would require notice of data security breaches. Issue: Cybersecurity and Privacy. H.R. 7809 - Helping Open Properties Endeavor (HOPE) Act of 2020. This bill establishes an equity facility in the Department of the Treasury to assist commercial mortgage borrowers. Specifically, Treasury must guarantee the purchase by financial institutions of certain equity instruments backed by a commercial mortgage. The bill defines commercial mortgage as a mortgage loan secured by an interest in real property owned for rental income. Borrowers with reduced revenues from their commercial property may qualify for an amount not to exceed 10% of the outstanding amount owed on their commercial mortgage. Issue: Commercial mortgages. Section 4013 and 4014 of the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) - Jones/McSally amendment advocating for the inclusion of financial institutions in both provisions. H.R. 7913 - Financial Institution Forbearance Act. To amend the CARES Act to improve the temporary relief from troubled debt restructurings, and for other purposes. Issue: troubled debt restructurings. H.R. 7914 - Eliminating CECL Accounting Standard Act. This bill provides that no one shall be required to comply with a specified accounting standard applicable to credit losses (i.e., the current expected credit losses standard, also known as the CECL standard). Issue: CECL H.R. 1523/S. 526 - Modern Worker Empowerment Act. To amend the Fair Labor Standards Act of 1938 to harmonize the definition of employee with the common law. Issue: employee status. S.__ Electronic Signatures in Global and National Commerce Act. To amend the Electronic Signatures in Global and National Commerce Act to accommodate emerging technologies. Issue: electronic signatures Environmental, Social, and Corporate Governance (ESG). No bill number assigned. EO 14032 restrictions on securities related to CMICs

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

1st Quarter, 2021

Q1 Report

In Q1, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on April 20, 2021. Original Filing: 301266352.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Department of Labor Fiduciary Rule, SEC Best Interest Standard. S. 1431 - Retirement Security and Savings Act. H.R. 1865 Further Consolidated Appropriations Act. Coronavirus Aid, Relief, and Economic Security Act (CARES) Act Provisions on retirement including: Temporary Waiver of RMD, increase in loan amount from Employer Sponsored Plans, IRS Penalty tax free distribution from eligible retirement plans SECURE 2.0. (no bill number) Proposal would be next iteration of retirement security policy. S. 1431, Retirement Security and Savings Act of 2019. Retirement Security. Discussions related to the following bills from the previous Congress: H.R. 3857 - Protecting Advice for Small Savers Act of 2017 addressing the DOL Fiduciary rule and establishing a best interest standard for financial advisors. H.R. 4524 - The Retirement Simplification and Enhancement Act of 2017 Issue: Lifetime income provisions. H.R. 4523 - The Automatic Retirement Plan Act Issue: Retirement Security. H.R. 3910 - Amends the Internal Revenue Code of 1986 to make lifetime income and managed account options of defined contribution retirement savings plans portable. H.R. 1994 - Setting Every Community up for Retirement Enhancement Act Issue: Retirement Security. H.R. 1439 - The Increasing Access to a Secure Retirement Act Issue: measures to bolster Americans retirement security and annuity selection safe harbor. HR 5282/S 2526 - Retirement Enhancement Savings Act. H.R. 2055/ S. 868 - Lifetime Income Disclosure Act. Issue: lifetime income illustration Electronic Delivery Advocacy. (no bill number) Proposal would make electronic delivery the default distribution method for plan documents. Opt-out available. Securing a Strong Retirement (SSRA) Act of 2020. Proposal would be next House iteration of retirement security policy. H.R. 8990, the Lifetime Income for Employees Act. Expands QDIA regulations. S. 5064, Improving Access to Retirement Savings Act, includes provisions that were in SSRA, but not included in S. 1431. H.R. 6800, The HEROES Act. Large, comprehensive COVID-19 relief bill. Includes RMD relief and single employer pension plan relief. American Rescue Plan of 2021: Budget reconciliation legislation that included a pay-for that impacts retirement savers. Section 9709 would have implement a cost-of-living adjustment freeze for the year 2030 and beyond. Short-terms Savings: Proposal that would expand hardship distribution rules in order to incentivize and increase short-term savings. Portable Retirement and Investment Account Act (PRIA): Creates retirement accounts at birth to help establish life long savings/retirement accounts. S. 222, The American Opportunity Accounts Act: Establishes tax-exempt American Opportunity Accounts to provide children at birth with a $1,000 savings account with annual contributions up to $2,000 depending on family income.

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

H.R. 5084 - Improving Corporate Governance Through Diversity Act. H.R. 5360 - Closing the Racial Wealth Gap Act. H.R. 281 - Ensuring Diverse Leadership Act. H.R. 7946 and S. 4464 - Federal Reserve Racial and Economic Equity Act. H.R. 1596/S. 627 - The Secure and Fair Enforcement or SAFE Banking Act of 2019. S. 2201 - The Clarifying Law Around Insurance of Marijuana (CLAIM) Act. H.R. 1832 - Insurance Fairness for First Responders Act of 2019. S. 3533 Securing and Enabling Commerce Using Remote and Electronic Notarization Act of 2020 Potential ESG Legislation. H.R. 2474/S.664 - 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. H.R. 6994/S. 3795 - Registration for Index-Linked Annuities Act. To direct the SEC to revise any rules necessary to enable issuers of index-linked annuities to use the securities offering forms that are available to other issuers of securities. Issue: index-linked annuities. S. Clarifying that the CFPB does not regulate the business of insurance. Issue: Making Diversity and Inclusion Efforts more Intentional. No bill number assigned. Potential legislation on banning short selling H.R. 1862/S. 1586 - Federal Insurance Office Abolishment Act of 2019. Issue: FIO reform. Discussions related to the following bills from the previous Congress: Public Law 111-203, H.R. 4173- Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: Implementation and Regulatory reform. Captive Reinsurance Transactions, Insurance Capital Standards and Global Capital Standards. Draft legislation that would require notice of data security breaches. Issue: Cybersecurity and Privacy. H.R. 7809 - Helping Open Properties Endeavor (HOPE) Act of 2020. This bill establishes an equity facility in the Department of the Treasury to assist commercial mortgage borrowers. Specifically, Treasury must guarantee the purchase by financial institutions of certain equity instruments backed by a commercial mortgage. The bill defines commercial mortgage as a mortgage loan secured by an interest in real property owned for rental income. Borrowers with reduced revenues from their commercial property may qualify for an amount not to exceed 10% of the outstanding amount owed on their commercial mortgage. Issue: Commercial mortgages. Section 4013 and 4014 of the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) - Jones/McSally amendment advocating for the inclusion of financial institutions in both provisions. H.R. 7913 - Financial Institution Forbearance Act. To amend the CARES Act to improve the temporary relief from troubled debt restructurings, and for other purposes. Issue: troubled debt restructurings. H.R. 7914 - Eliminating CECL Accounting Standard Act. This bill provides that no one shall be required to comply with a specified accounting standard applicable to credit losses (i.e., the current expected credit losses standard, also known as the CECL standard). Issue: CECL H.R. 1523/S. 526 - Modern Worker Empowerment Act. To amend the Fair Labor Standards Act of 1938 to harmonize the definition of employee with the common law. Issue: employee status. S.__ Electronic Signatures in Global and National Commerce Act. To amend the Electronic Signatures in Global and National Commerce Act to accommodate emerging technologies. Issue: electronic signatures Environmental, Social, and Corporate Governance (ESG). No bill number assigned.

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

4th Quarter, 2020

Q4 Report

In Q4, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on Jan. 21, 2021. Original Filing: 301244204.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Discussions related to the following bills introduced from the previous Congress: S.488 - The JOBS and Investor Confidence Act of 2018 Issue: Insurance provisions in Jobs 3.0 package. S 1360/HR 4537/ H.R. 3762 - International Insurance Standards. HR 3861 FIO Reform; H.R. 4483 - Federal Insurance Office Abolishment Act of 2017. Issue: FIO reform. HR 3746/S 2702 - Business of Insurance Regulatory Reform. S. 2155 - Economic Growth, Regulatory Relief, and Consumer Protection Act, including provisions relating to international insurance standards, systemic designations, and senior investor protection. S. 2180 - Amendment to S. 2155 (Murray/Collins). H.R. 5059 State Insurance Regulation Preservation Act addressing Federal Reserve Board supervision of insurance companies. H.R. 5666/S. 3177 - Primary Regulators of Insurance Vote Act of 2018. S.__ Draft legislation regarding Federal Reserve Board supervision of insurance companies. Public Law 111-203, H.R. 4173 - Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: Implementation and Regulatory reform. Captive Reinsurance Transactions, Insurance Capital Standards and Global Capital Standards. H.R. 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) S.4325 - Business of Insurance Regulatory Reform Act of 2020 Issue: Insurance exclusion from CFPB jurisdiction.

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

H.R. 5084 - Improving Corporate Governance Through Diversity Act. H.R. 5360 - Closing the Racial Wealth Gap Act. H.R. 281 - Ensuring Diverse Leadership Act. H.R. 7946 and S. 4464 - Federal Reserve Racial and Economic Equity Act. Implementation of S. 2270 - Insurance Capital Standards Clarification Act of 2014. The bill would give the Federal Reserve the authority to tailor capital standards for insurance companies subject to Fed supervision. Issue: Capital Standards, Basel III. Export Import Bank: additionality policies and procedures. Discussion Draft: International Insurance Standards Act. H.R. 1596/S. 627 - The Secure and Fair Enforcement or SAFE Banking Act of 2019. S. 2201 - The Clarifying Law Around Insurance of Marijuana (CLAIM) Act. H.R. 1832 - Insurance Fairness for First Responders Act of 2019. S. 3533 Securing and Enabling Commerce Using Remote and Electronic Notarization Act of 2020 Potential ESG Legislation. H.R. 2474/S.664 - 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. H.R. 6994/S. 3795 - Registration for Index-Linked Annuities Act. To direct the SEC to revise any rules necessary to enable issuers of index-linked annuities to use the securities offering forms that are available to other issuers of securities. Issue: index-linked annuities. S.__ Clarifying that the CFPB does not regulate the business of insurance. Issue: Making Diversity and Inclusion Efforts more Intentional. No bill number assigned. Potential legislation on banning short selling H.R. 1862/S. 1586 - Federal Insurance Office Abolishment Act of 2019. Issue: FIO reform. Discussions related to the following bills from the previous Congress: H.R. 10 - Financial CHOICE Act. Issue: Implementation and regulatory reform of the financial services industry. Covered agreement on prudential measures with respect to the business of insurance and reinsurance. No bill number assigned. Public Law 111-203, H.R. 4173- Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: Implementation and Regulatory reform. Captive Reinsurance Transactions, Insurance Capital Standards and Global Capital Standards. Draft legislation that would require notice of data security breaches. Issue: Cybersecurity and Privacy. H.R. 7809 - Helping Open Properties Endeavor (HOPE) Act of 2020. This bill establishes an equity facility in the Department of the Treasury to assist commercial mortgage borrowers. Specifically, Treasury must guarantee the purchase by financial institutions of certain equity instruments backed by a commercial mortgage. The bill defines commercial mortgage as a mortgage loan secured by an interest in real property owned for rental income. Borrowers with reduced revenues from their commercial property may qualify for an amount not to exceed 10% of the outstanding amount owed on their commercial mortgage. Issue: Commercial mortgages. Section 4013 and 4014 of the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) - Jones/McSally amendment advocating for the inclusion of financial institutions in both provisions. H.R. 7913 - Financial Institution Forbearance Act. To amend the CARES Act to improve the temporary relief from troubled debt restructurings, and for other purposes. Issue: troubled debt restructurings. H.R. 7914 - Eliminating CECL Accounting Standard Act. This bill provides that no one shall be required to comply with a specified accounting standard applicable to credit losses (i.e., the current expected credit losses standard, also known as the CECL standard). Issue: CECL

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

3rd Quarter, 2020

Q3 Report

In Q3, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on Oct. 20, 2020. Original Filing: 301223118.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

H.R. 5084 - Improving Corporate Governance Through Diversity Act. H.R. 5360 - Closing the Racial Wealth Gap Act. H.R. 281 - Ensuring Diverse Leadership Act. H.R. 7946 and S. 4464 - Federal Reserve Racial and Economic Equity Act. Implementation of S. 2270 - Insurance Capital Standards Clarification Act of 2014. The bill would give the Federal Reserve the authority to tailor capital standards for insurance companies subject to Fed supervision. Issue: Capital Standards, Basel III. Export Import Bank: additionality policies and procedures. Discussion Draft: International Insurance Standards Act. H.R. 1596/S. 627 - The Secure and Fair Enforcement or SAFE Banking Act of 2019. S. 2201 - The Clarifying Law Around Insurance of Marijuana (CLAIM) Act. H.R. 1832 - Insurance Fairness for First Responders Act of 2019. S. 3533 Securing and Enabling Commerce Using Remote and Electronic Notarization Act of 2020 Section 4013 and 4014 of the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) - Jones/McSally amendment advocating for the inclusion of financial institutions in both provisions Potential ESG Legislation. Potential CMBS legislation advocating for the inclusion of SASB loans in any potential legislation draft. H.R. 2474/S.664 - 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. H.R. 6994/S. 3795 - Registration for Index-Linked Annuities Act. To direct the SEC to revise any rules necessary to enable issuers of index-linked annuities to use the securities offering forms that are available to other issuers of securities. Issue: index-linked annuities. S.__ Clarifying that the CFPB does not regulate the business of insurance. Issue: Making Diversity and Inclusion Efforts more Intentional. No bill number assigned. Potential legislation on banning short selling H.R. 1862/S. 1586 - Federal Insurance Office Abolishment Act of 2019. Issue: FIO reform. Discussions related to the following bills from the previous Congress: H.R. 10 - Financial CHOICE Act. Issue: Implementation and regulatory reform of the financial services industry. Covered agreement on prudential measures with respect to the business of insurance and reinsurance. No bill number assigned. Public Law 111-203, H.R. 4173- Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: Implementation and Regulatory reform. Captive Reinsurance Transactions, Insurance Capital Standards and Global Capital Standards. Draft legislation that would require notice of data security breaches. Issue: Cybersecurity and Privacy.

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

2nd Quarter, 2020

Q2 Report

In Q2, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on July 20, 2020. Original Filing: 301201783.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Implementation of S. 2270 - Insurance Capital Standards Clarification Act of 2014. The bill would give the Federal Reserve the authority to tailor capital standards for insurance companies subject to Fed supervision. Issue: Capital Standards, Basel III. Export Import Bank: additionality policies and procedures. Discussion Draft: International Insurance Standards Act. H.R. 1596/S. 627 - The Secure and Fair Enforcement or SAFE Banking Act of 2019. S. 2201 - The Clarifying Law Around Insurance of Marijuana (CLAIM) Act. H.R. 1832 - Insurance Fairness for First Responders Act of 2019. S. 3533 Securing and Enabling Commerce Using Remote and Electronic Notarization Act of 2020 Section 4013 and 4014 of the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) - Jones/McSally amendment advocating for the inclusion of financial institutions in both provisions Potential ESG Legislation. Potential CMBS legislation advocating for the inclusion of SASB loans in any potential legislation draft. H.R. 2474/S.664 - 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. H.R. 6994/S. 3795 - Registration for Index-Linked Annuities Act. To direct the SEC to revise any rules necessary to enable issuers of index-linked annuities to use the securities offering forms that are available to other issuers of securities. Issue: index-linked annuities. S.__ Clarifying that the CFPB does not regulate the business of insurance. Issue: Making Diversity and Inclusion Efforts more Intentional. No bill number assigned. Potential legislation on banning short selling H.R. 1862/S. 1586 - Federal Insurance Office Abolishment Act of 2019. Issue: FIO reform. Discussions related to the following bills from the previous Congress: H.R. 10 - Financial CHOICE Act. Issue: Implementation and regulatory reform of the financial services industry. Covered agreement on prudential measures with respect to the business of insurance and reinsurance. No bill number assigned. Public Law 111-203, H.R. 4173- Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: Implementation and Regulatory reform. Captive Reinsurance Transactions, Insurance Capital Standards and Global Capital Standards. Draft legislation that would require notice of data security breaches. Issue: Cybersecurity and Privacy.

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

1st Quarter, 2020

Q1 Report

In Q1, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on April 17, 2020. Original Filing: 301170983.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

H.R. 1994 - Setting Every Community up for Retirement Enhancement Act Issue: Retirement Security. H.R. 1439 - The Increasing Access to a Secure Retirement Act Issue: measures to bolster Americans retirement security and annuity selection safe harbor. HR 5282/S 2526 - Retirement Enhancement Savings Act. H.R. 2055/ S. 868 - Lifetime Income Disclosure Act. Issue: lifetime income illustration Department of Labor Fiduciary Rule, SEC Best Interest Standard. S. 1431 - Retirement Security and Savings Act. H.R. 1865 Further Consolidated Appropriations Act. Coronavirus Aid, Relief, and Economic Security Act (CARES) Act Provisions on retirement including: Temporary Waiver of RMD, increase in loan amount from Employer Sponsored Plans, IRS Penalty tax free distribution from eligible retirement plans Discussions related to the following bills from the previous Congress: H.R. 3857 - Protecting Advice for Small Savers Act of 2017 addressing the DOL Fiduciary rule and establishing a best interest standard for financial advisors. H.R. 4524 - The Retirement Simplification and Enhancement Act of 2017 Issue: Lifetime income provisions. H.R. 4523 - The Automatic Retirement Plan Act Issue: Retirement Security. H.R. 3910 - Amends the Internal Revenue Code of 1986 to make lifetime income and managed account options of defined contribution retirement savings plans portable.

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

4th Quarter, 2019

Q4 Report

In Q4, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on Jan. 21, 2020. Original Filing: 301127438.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

H.R. 1994 - Setting Every Community up for Retirement Enhancement Act Issue: Retirement Security. H.R. 1439 - The Increasing Access to a Secure Retirement Act Issue: measures to bolster Americans retirement security and annuity selection safe harbor. HR 5282/S 2526 - Retirement Enhancement Savings Act. H.R. 2055/ S. 868 - Lifetime Income Disclosure Act. Issue: lifetime income illustration Department of Labor Fiduciary Rule, SEC Best Interest Standard. S. 1431 - Retirement Security and Savings Act. H.R. 1865 Further Consolidated Appropriations Act. Discussions related to the following bills from the previous Congress: H.R. 3857 - Protecting Advice for Small Savers Act of 2017 addressing the DOL Fiduciary rule and establishing a best interest standard for financial advisors. H.R. 4524 - The Retirement Simplification and Enhancement Act of 2017 Issue: Lifetime income provisions. H.R. 4523 - The Automatic Retirement Plan Act Issue: Retirement Security. H.R. 3910 - Amends the Internal Revenue Code of 1986 to make lifetime income and managed account options of defined contribution retirement savings plans portable.

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

3rd Quarter, 2019

Q3 Report

In Q3, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on Oct. 18, 2019. Original Filing: 301070876.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

H.R. 1994 - Setting Every Community up for Retirement Enhancement Act Issue: Retirement Security. H.R. 1439 - The Increasing Access to a Secure Retirement Act Issue: measures to bolster Americans retirement security and annuity selection safe harbor. HR 5282/S 2526 - Retirement Enhancement Savings Act. H.R. 2055/ S. 868 - Lifetime Income Disclosure Act. Issue: lifetime income illustration Department of Labor Fiduciary Rule, SEC Best Interest Standard. S. 1431 - Retirement Security and Savings Act. Discussions related to the following bills from the previous Congress: H.R. 3857 - Protecting Advice for Small Savers Act of 2017 addressing the DOL Fiduciary rule and establishing a best interest standard for financial advisors. H.R. 4524 - The Retirement Simplification and Enhancement Act of 2017 Issue: Lifetime income provisions. H.R. 4523 - The Automatic Retirement Plan Act Issue: Retirement Security. H.R. 3910 - Amends the Internal Revenue Code of 1986 to make lifetime income and managed account options of defined contribution retirement savings plans portable.

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

2nd Quarter, 2019

Q2 Report

In Q2, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on July 22, 2019. Original Filing: 301058658.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Discussions related to the following bills introduced from the previous Congress: S.488, the JOBS and Investor Confidence Act of 2018 Issue: Insurance provisions in Jobs 3.0 package. S 1360/HR 4537/ H.R. 3762 International Insurance Standards. HR 3861 FIO Reform; H.R. 4483 - Federal Insurance Office Abolishment Act of 2017. Issue: FIO reform. HR 3746/S 2702 Business of Insurance Regulatory Reform. S. 2155 Economic Growth, Regulatory Relief, and Consumer Protection Act, including provisions relating to international insurance standards, systemic designations, and senior investor protection. S. 2180 Amendment to S. 2155 (Murray/Collins). H.R. 5059 State Insurance Regulation Preservation Act addressing Federal Reserve Board supervision of insurance companies. H.R. 5666/S. 3177 Primary Regulators of Insurance Vote Act of 2018. S.__ Draft legislation regarding Federal Reserve Board supervision of insurance companies. Public Law 111-203, H.R. 4173- Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: Implementation and Regulatory reform. Captive Reinsurance Transactions, Insurance Capital Standards and Global Capital Standards.

Agencies Lobbied

Type of Issue

Lobbying Issues

H.R. 1994 Setting Every Community up for Retirement Enhancement Act Issue: Retirement Security. H.R. 1439 The Increasing Access to a Secure Retirement Act Issue: measures to bolster Americans retirement security and annuity selection safe harbor. HR 5282/S 2526 Retirement Enhancement Savings Act. H.R. 2055/ S. 868 - Lifetime Income Disclosure Act. Issue: lifetime income illustration Department of Labor Fiduciary Rule, SEC Best Interest Standard. Discussions related to the following bills from the previous Congress: H.R. 3857 Protecting Advice for Small Savers Act of 2017 addressing the DOL Fiduciary rule and establishing a best interest standard for financial advisors. H.R. 4524, the Retirement Simplification and Enhancement Act of 2017 Issue: Lifetime income provisions. H.R. 4523, the Automatic Retirement Plan Act Issue: Retirement Security. H.R. 3910, Amends the Internal Revenue Code of 1986 to make lifetime income and managed account options of defined contribution retirement savings plans portable.

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

1st Quarter, 2019

Q1 Report

In Q1, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on April 22, 2019. Original Filing: 301037449.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

S.488, the JOBS and Investor Confidence Act of 2018 Issue: Insurance provisions in Jobs 3.0 package. S 1360/HR 4537/ H.R. 3762 International Insurance Standards. HR 3861 FIO Reform; H.R. 4483 - Federal Insurance Office Abolishment Act of 2017. Issue: FIO reform. HR 3746/S 2702 Business of Insurance Regulatory Reform. S. 2155 Economic Growth, Regulatory Relief, and Consumer Protection Act, including provisions relating to international insurance standards, systemic designations, and senior investor protection. S. 2180 Amendment to S. 2155 (Murray/Collins). H.R. 5059 State Insurance Regulation Preservation Act addressing Federal Reserve Board supervision of insurance companies. H.R. 5666/S. 3177 Primary Regulators of Insurance Vote Act of 2018. S.__ Draft legislation regarding Federal Reserve Board supervision of insurance companies. Public Law 111-203, H.R. 4173- Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: Implementation and Regulatory reform. Captive Reinsurance Transactions, Insurance Capital Standards and Global Capital Standards.

Agencies Lobbied

Type of Issue

Lobbying Issues

H.R. 1994 Setting Every Community up for Retirement Enhancement Act Issue: Retirement Security. H.R. 1439 The Increasing Access to a Secure Retirement Act Issue: measures to bolster Americans retirement security and annuity selection safe harbor. HR 5282/S 2526 Retirement Enhancement Savings Act. H.R. 2055/ S. 868 - Lifetime Income Disclosure Act. Issue: lifetime income illustration Department of Labor Fiduciary Rule, SEC Best Interest Standard H.R. 3857 Protecting Advice for Small Savers Act of 2017 addressing the DOL Fiduciary rule and establishing a best interest standard for financial advisors. H.R. 4524, the Retirement Simplification and Enhancement Act of 2017 Issue: Lifetime income provisions. H.R. 4523, the Automatic Retirement Plan Act Issue: Retirement Security. H.R. 3910, Amends the Internal Revenue Code of 1986 to make lifetime income and managed account options of defined contribution retirement savings plans portable. Department of Labor Fiduciary Rule, SEC Best Interest Standard.

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

4th Quarter, 2018

Q4 Report

In Q4, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on Jan. 22, 2019. Original Filing: 301014353.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

S.488, the JOBS and Investor Confidence Act of 2018 Issue: Insurance provisions in Jobs 3.0 package. S 1360/HR 4537/ H.R. 3762 International Insurance Standards HR 3861 FIO Reform; H.R. 4483 - Federal Insurance Office Abolishment Act of 2017. Issue: FIO reform. HR 3746/S 2702 Business of Insurance Regulatory Reform S. 2155 Economic Growth, Regulatory Relief, and Consumer Protection Act, including provisions relating to international insurance standards, systemic designations, and senior investor protection. S. 2180 Amendment to S. 2155 (Murray/Collins) H.R. 5059 State Insurance Regulation Preservation Act addressing Federal Reserve Board supervision of insurance companies. H.R. 5666/S. 3177 Primary Regulators of Insurance Vote Act of 2018 Draft legislation regarding Federal Reserve Board supervision of insurance companies.

Agencies Lobbied

Type of Issue

Lobbying Issues

H.R. 6757, The Family Savings Act. Issue: Retirement Security HR 5282/S 2526 Retirement Enhancement Savings Act H.R. 2055/S. 868 - Lifetime Income Disclosure Act. Issue: lifetime income illustration Department of Labor Fiduciary Rule, SEC Best Interest Standard H.R. 3857 Protecting Advice for Small Savers Act of 2017 addressing the DOL Fiduciary rule and establishing a best interest standard for financial advisors. H.R. 4524, the Retirement Simplification and Enhancement Act of 2017 H.R. 4523, the Automatic Retirement Plan Act H.R. 4604, The Increasing Access to a Secure Retirement Act H.R. 3910, Amends the Internal Revenue Code of 1986 to make lifetime income and managed account options of defined contribution retirement savings plans portable.

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Public Law 111-203, H.R. 4173- Dodd-Frank Wall Street Reform and Consumer Protection Act. Implementation and Regulatory reform. Captive Reinsurance Transactions, Insurance Capital Standards and Global Capital Standards. Implementation of S. 2270 - Insurance Capital Standards Clarification Act of 2014. The bill would give the Federal Reserve the authority to tailor capital standards for insurance companies subject to Fed supervision. Issue: Capital Standards, Basel III H.R. 10 -- Financial CHOICE Act. Issue: Implementation and regulatory reform of the financial services industry. Issue: Covered agreement on prudential measures with respect to the business of insurance and reinsurance. No bill number assigned. H.R.___ / S. ____- Financial Services and General Government Appropriations Act. Making appropriations for financial services and general government for the fiscal year ending September 30, 2018, and for other purposes. Issue: Global insurance standards; SIFI de-risking.

Agencies Lobbied

Type of Issue

3rd Quarter, 2018

Q3 Report

In Q3, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on Oct. 18, 2018. Original Filing: 300989761.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

S.488, the JOBS and Investor Confidence Act of 2018 Issue: Insurance provisions in Jobs 3.0 package. S 1360/HR 4537 International Insurance Standards, covered agreements authority, and implementation of the covered agreement. HR 3861 FIO Reform, covered agreements authority, and implementation of the covered agreement. HR 3746/S 2702 Business of Insurance Regulatory Reform S 2155 Economic Growth, Regulatory Relief, and Consumer Protection Act; including provisions relating to international insurance standards, systemic designations, and senior investor protection. S. 2180 Amendment to S. 2155 (Murray/Collins) H.R. 5059 State Insurance Regulation Preservation Act addressing Federal Reserve Board supervision of insurance companies. H.R. 5666/S. 3177 Primary Regulators of Insurance Vote Act of 2018 Financial Services and General Government Appropriations Act. Making appropriations for financial services and general government for the fiscal year ending September 30, 2018, and for other purposes. Issue: Global insurance standards; SIFI de-risking. Public Law 111-203, H.R. 4173- Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: Implementation and Regulatory reform. Captive Reinsurance Transactions, Insurance Capital Standards and Global Capital Standards.

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

2nd Quarter, 2018

Q2 Report

In Q2, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on July 20, 2018. Original Filing: 300974468.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

S 1360/HR 4537 International Insurance Standards, covered agreements authority, and implementation of the covered agreement. HR 3861 FIO Reform, covered agreements authority, and implementation of the covered agreement. HR 3746/S 2702 Business of Insurance Regulatory Reform S 223/HR 3758 Senior Safe Act S 2155 Economic Growth, Regulatory Relief, and Consumer Protection Act; including provisions relating to international insurance standards, systemic designations, and senior investor protection. H.R. 5059 State Insurance Regulation Preservation Act addressing Federal Reserve Board supervision of insurance companies. H.R. 5666/S. 3177 Primary Regulators of Insurance Vote Act of 2018 Financial Services and General Government Appropriations Act. Making appropriations for financial services and general government for the fiscal year ending September 30, 2018, and for other purposes. Issue: Global insurance standards; SIFI de-risking.

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

1st Quarter, 2018

Q1 Report

In Q1, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on April 20, 2018. Original Filing: 300952976.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

4th Quarter, 2017

Q4 Report

In Q4, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on Jan. 19, 2018. Original Filing: 300929283.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

3rd Quarter, 2017

Q3 Report

In Q3, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on Oct. 20, 2017. Original Filing: 300913657.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

2nd Quarter, 2017

Q2 Report

In Q2, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on July 19, 2017. Original Filing: 300891115.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

1st Quarter, 2017

Q1 Report

In Q1, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on April 19, 2017. Original Filing: 300871159.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

4th Quarter, 2016

Q4 Report

In Q4, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on Jan. 18, 2017. Original Filing: 300848779.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

3rd Quarter, 2016

Q3 Report

In Q3, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on Oct. 17, 2016. Original Filing: 300828922.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

2nd Quarter, 2016

Q2 Report

In Q2, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on July 18, 2016. Original Filing: 300812344.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

1st Quarter, 2016

Q1 Report

In Q1, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on April 19, 2016. Original Filing: 300794683.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

4th Quarter, 2015

Q4 Report

In Q4, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on Jan. 19, 2016. Original Filing: 300776618.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

COLI & DRD: Administration budget proposal to increase taxes on life insurance products and on the industry (COLI & DRD); Making visits on the Hill re general tax reform and what it might mean to the tax treatment of life insurance products and importance for retirement savings. Discussion around the Camp Tax Reform Draft bill and next steps for the tax-writing committees. Secure Annuities for Employee Retirement Act: The legislation advocates that retirees have access to investment options, such as annuities, that can provide lifetime income. In that respect it reflects the philosophy of the current qualifying longevity annuity contract (QLAC) regulations. The SAFE Act also encourages greater use of automatic enrollment and automatic escalation of contributions in deferral-type plans. It simplifies plan testing, reporting and disclosure. It enhances the 401(k) safe harbor plan, enhances the portability of lifetime income options from employer plans to IRAs, and offers other positive retirement savings enhancements.

Agencies Lobbied

Type of Issue

3rd Quarter, 2015

Q3 Report

In Q3, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on Oct. 16, 2015. Original Filing: 300755572.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

2nd Quarter, 2015

Q2 Report

In Q2, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on July 16, 2015. Original Filing: 300737119.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

1st Quarter, 2015

Q1 Report

In Q1, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on April 10, 2015. Original Filing: 300713985.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

4th Quarter, 2014

Q4 Report

In Q4, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on Jan. 20, 2015. Original Filing: 300706872.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

3rd Quarter, 2014

Q3 Report

In Q3, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on Oct. 17, 2014. Original Filing: 300681488.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

2nd Quarter, 2014

Q2 Report

In Q2, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on July 18, 2014. Original Filing: 300663023.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

1st Quarter, 2014

Q1 Report

In Q1, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on April 16, 2014. Original Filing: 300638067.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

4th Quarter, 2013

Q4 Report

In Q4, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on Jan. 16, 2014. Original Filing: 300617023.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

3rd Quarter, 2013

Q3 Report

In Q3, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on Oct. 18, 2013. Original Filing: 300600709.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

2nd Quarter, 2013

Q2 Report

In Q2, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on July 16, 2013. Original Filing: 300573523.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

1st Quarter, 2013

Q1 Report

In Q1, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on April 17, 2013. Original Filing: 300552432.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

4th Quarter, 2012

Q4 Report

In Q4, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on Jan. 18, 2013. Original Filing: 300533860.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

3rd Quarter, 2012

Q3 Report

In Q3, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on Oct. 19, 2012. Original Filing: 300513498.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

2nd Quarter, 2012

Q2 Report

In Q2, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on July 20, 2012. Original Filing: 300496476.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

1st Quarter, 2012

Q1 Report

In Q1, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on April 19, 2012. Original Filing: 300468647.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

4th Quarter, 2011

Q4 Report

In Q4, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on Jan. 19, 2012. Original Filing: 300446041.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

3rd Quarter, 2011

Q3 Report

In Q3, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on Oct. 19, 2011. Original Filing: 300420074.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

2nd Quarter, 2011

Q2 Report

In Q2, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on July 18, 2011. Original Filing: 300394189.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

1st Quarter, 2011

Q1 Report

In Q1, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on April 20, 2011. Original Filing: 300377877.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

4th Quarter, 2010

Q4 Report

In Q4, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on Jan. 20, 2011. Original Filing: 300349228.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

3rd Quarter, 2010

Q3 Report

In Q3, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on Oct. 19, 2010. Original Filing: 300319020.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

2nd Quarter, 2010

Q2 Report

In Q2, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on July 20, 2010. Original Filing: 300302833.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

1st Quarter, 2010

Q1 Report

In Q1, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on April 19, 2010. Original Filing: 300266603.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

4th Quarter, 2009

Q4 Report

In Q4, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on Jan. 19, 2010. Original Filing: 300239733.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

3rd Quarter, 2009

Q3 Report

In Q3, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on Oct. 20, 2009. Original Filing: 300218099.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

2nd Quarter, 2009

Q2 Report

In Q2, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on July 20, 2009. Original Filing: 300191813.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

1st Quarter, 2009

Q1 Report

In Q1, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on April 20, 2009. Original Filing: 300164009.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

4th Quarter, 2008

Q4 Report

In Q4, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on Jan. 20, 2009. Original Filing: 300127663.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

3rd Quarter, 2008

Amendment

PACIFIC LIFE INSURANCE COMPANY amended a lobbying report for in-house lobbying in Q32008 on Oct. 17, 2008 Original Filing: 300097992.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

2nd Quarter, 2008

Amendment

PACIFIC LIFE INSURANCE COMPANY amended a lobbying report for in-house lobbying in Q22008 on July 26, 2010 Original Filing: 300305080.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

2nd Quarter, 2008

Amendment

PACIFIC LIFE INSURANCE COMPANY amended a lobbying report for in-house lobbying in Q22008 on March 17, 2009 Original Filing: 300140869.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

2nd Quarter, 2008

Q2 Report

In Q2, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on Oct. 17, 2008. Original Filing: 300097912.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

2nd Quarter, 2008

Amendment

PACIFIC LIFE INSURANCE COMPANY amended a lobbying report for in-house lobbying in Q22008 on July 17, 2008 Original Filing: 300070827.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

2nd Quarter, 2008

Amendment

PACIFIC LIFE INSURANCE COMPANY amended a lobbying report for in-house lobbying in Q22008 on July 16, 2008 Original Filing: 300067867.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

2nd Quarter, 2008

Q2 Report

In Q2, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on July 16, 2008. Original Filing: 300067132.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

1st Quarter, 2008

Amendment

PACIFIC LIFE INSURANCE COMPANY amended a lobbying report for in-house lobbying in Q12008 on March 17, 2009 Original Filing: 300140866.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

1st Quarter, 2008

Amendment

PACIFIC LIFE INSURANCE COMPANY amended a lobbying report for in-house lobbying in Q12008 on July 16, 2008 Original Filing: 300067822.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

1st Quarter, 2008

Q1 Report

In Q1, PACIFIC LIFE INSURANCE COMPANY had in-house lobbyists. The report was filed on April 17, 2008. Original Filing: 300042312.xml

Lobbying Issues

Agencies Lobbied

Type of Issue

Lobbying Issues

Agencies Lobbied

Type of Issue

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

Legislators

Bills

Statements

Lobbying

Travel

Lobbyists

Disclosures Filed