Lobbying Relationship

Client

The American Council of Life Insurers

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Lobbying firm

Invariant LLC

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  • Monitor retirement issues, including the implementation of the SECURE 2.0 Act of 2022 in P.L. 117-328.
  • Monitor efforts to change the corporate tax rate for subchapter L of the code.
  • Monitor S.1694 / H.R.2933, to abolish the Federal Insurance Office of the Department of the Treasury; S.1323 / H.R.2891, the SAFE Banking Act; and S.1359/ H.R.2984, the CLAIM Act, to create a safe harbor for insurers engaging in the business of insurance in connection with a cannabis-related legitimate business and for other purposes. Discuss life insurance products.
  • Monitor S.567 / H.R.20, Protecting the Right to Organize Act, and unemployment insurance legislation. Monitor proposed fiduciary rules from the Department of Labor.
  • Monitor activity related to supplemental benefits.

Duration: to

General Issues: Retirement, Taxation/Internal Revenue Code, Insurance, Labor Issues/Antitrust/Workplace, Health Issues, Civil Rights/Civil Liberties, Family Issues/Abortion/Adoption, Law Enforcement/Crime/Criminal Justice, Trade (Domestic & Foreign), Financial Institutions/Investments/Securities, Budget/Appropriations

Spending: about $1,890,000 (But it's complicated. Here's why.)

Agencies lobbied since 2018: U.S. Senate, House of Representatives, Labor - Dept of (DOL), Health & Human Services - Dept of (HHS), Treasury - Dept of, Executive Office of the President (EOP)

Bills mentioned

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)

S.488: JOBS and Investor Confidence Act of 2018

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

H.R.1007: Retirement Enhancement and Savings Act of 2019

Sponsor: Ron Kind (D-Wis.)

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

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

H.R.1084: Family Savings Act of 2019

Sponsor: Mike Kelly (R-Pa.)

H.R.1957: Great American Outdoors Act

Sponsor: John Lewis (D-Ga.)

S.928: Taxpayer First Act of 2019

Sponsor: Charles E. Grassley (R-Iowa)

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

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

S.603: Financial Stability Oversight Council Improvement Act of 2019

Sponsor: Mike Rounds (R-S.D.)

H.R.1185: FAMILY Act

Sponsor: Rosa DeLauro (D-Conn.)

H.R.1595: Secure And Fair Enforcement Banking Act of 2019

Sponsor: Ed Perlmutter (D-Colo.)

S.1200: SAFE Banking Act of 2019

Sponsor: Jeff Merkley (D-Ore.)

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

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

H.R.748: CARES Act

Sponsor: Joe Courtney (D-Conn.)

H.R.6201: Families First Coronavirus Response Act

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

H.R.6800: The Heroes Act

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

H.R.4592: International Insurance Standards Act of 2019

Sponsor: Denny Heck (D-Wash.)

H.R.7120: George Floyd Justice in Policing Act of 2020

Sponsor: Karen Bass (D-Calif.)

S.3985: JUSTICE Act

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

S.1624: HEALS Act

Sponsor: John Cornyn (R-Texas)

H.R.8696: Securing a Strong Retirement Act of 2020

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

S.524: Federal Insurance Office Abolishment Act of 2021

Sponsor: Ted Cruz (R-Texas)

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.)

S.862: Clarifying Law Around Insurance of Marijuana Act

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

H.R.804: FAMILY Act

Sponsor: Rosa DeLauro (D-Conn.)

H.R.1280: George Floyd Justice in Policing Act of 2021

Sponsor: Karen Bass (D-Calif.)

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

Sponsor: John Sarbanes (D-Md.)

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

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

H.R.2001: Diversity Data Accountability Act

Sponsor: Joyce Beatty (D-Ohio)

H.R.2123: Diversity and Inclusion Data Accountability and Transparency Act of 2021

Sponsor: Joyce Beatty (D-Ohio)

H.R.824: Stop China’s IP Theft Act

Sponsor: Debbie Lesko (R-Ariz.)

H.R.5376: Inflation Reduction Act of 2022

Sponsor: John Yarmuth (D-Ky.)

S.2865: Unemployment Insurance Improvement Act

Sponsor: Ron Wyden (D-Ore.)

S.1770: Retirement Security and Savings Act of 2021

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

H.R.20: Richard L. Trumka Protecting the Right to Organize Act of 2023

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

S.1694: Federal Insurance Office Abolishment Act of 2023

Sponsor: Ted Cruz (R-Texas)

H.R.2933: Federal Insurance Office Elimination Act

Sponsor: Ben Cline (R-Va.)

S.1323: SAFE Banking Act of 2023

Sponsor: Jeff Merkley (D-Ore.)

H.R.2891: SAFE Banking Act of 2023

Sponsor: Dave Joyce (R-Ohio)

S.1359: CLAIM Act

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

S.567: Richard L. Trumka Protecting the Right to Organize Act of 2023

Sponsor: Bernard Sanders (ID-Vt.)

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?
Heather Podesta Counsel, Representative Robert Matsui (2003); Counsel, Representative Earl Pomeroy (2002-2003); Legislative Fellow, Senator Bill Bradley (1993-1994); Research Assistant, Congressional Budget Office (1992)
Mary Stanton Leg. Asst, Sen. Kohl (2006-2007); Policy Adv, Sen. Aging Comm. (2004-2006); Leg. Asst, Rep. Weiner (2004); Leg. Correspondent, Sen. Kohl (2003-2004); Staff Asst, Sen. Kohl (2002-2003); Intern, Rep. Gephardt (2001); Intern, Rep. Dingell (2000)
Patrice Willoughby Dep Assoc Admin, Intergovt Affairs Office, GSA (2011-2012); Exec Dir, CBC, Rep. Barbara Lee (2008-2011); Leg Asst, Counsel, Chief/Staff, Rep. Tubbs Jones (2000-2008)
Matthew Russell Legislative Assistant, Committee on Ways and Means (2016-2018)
Carolyn Coda Special Assistant, Office of Legislative Affairs, US Department of the Treasury (2006-2008)
Nicole Venable Leg. Asst/Fellow, Rep. Lee Hamilton (1992-1993); Leg. Asst, Sen. Chuck Robb (1993-1996); Congressional Affairs Liaison, USTR (1996-1998); Sr Policy Adv, Rep. William J. Jefferson (1998-02); Chief of Staff, Rep. William J. Jefferson (2004-2005)
Noah Marine Leg. Dir, Rep. Ed Perlmutter (2013-2017); Leg. Asst, Rep. Ed Perlmutter (2011-2013)
Paul Nemetz Scheduler, Rep. Josh Gottheimer (2019-2021)
Joseph Vaughan n/a
Ashley OSullivan 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.

Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Registration

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

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