2025 · 4th Quarter (Oct 1 - Dec 31)
Filed by JACKSON NATIONAL LIFE INSURANCE COMPANY.
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Expense method: C
Literal source text
Issues related to the SECURE Act 2.0; Retirement security issues including the Lifetime Income for Employees Act (H.R. 3942); and the DOLs Retirement Security Rule and amendments to certain prohibited transaction exemptions.
Literal federal measure citations: H.R. 3942
SEC regulations regarding the registration of annuity products; Improving Disclosure for Investors Act (H.R.1807/S.3815) and issues related to the electronic delivery of certain SEC required disclosures; and electronic recordkeeping requirements for broker-dealers.
S. 1544 and HR 3437: The Insurance Data Protection Act. Legislation limiting the role of the Federal Insurance Office to its original intent of supporting state insurance officials.
Issues affecting the tax treatment of annuity and life insurance products and the taxation of life insurance companies/corporations such as changes to corporate tax rates and corporate state and local income tax deductions (H.R. 1); Ordinary treatment of debt investments for certain insurance companies (the Secure Family Futures Act - H.R. 5707).
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