2025 · 3rd Quarter (July 1 - Sep 30)

COMMITTEE OF ANNUITY INSURERS

Filed by DAVIS & HARMAN LLP.

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Source-reported fields

Filing overview

Type: 3rd Quarter - Report
Posted: Oct 14, 2025
Income: Not reported
Expenses: Not reported
Registrant: DAVIS & HARMAN LLP
Client: COMMITTEE OF ANNUITY INSURERS
Filing UUID: 54511459-8b8c-4aab-9dd8-4891b2346726
Termination date: Not reported

Literal source text

Lobbying issues and bill citations

TAX · Taxation/Internal Revenue Code

Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Technical Corrections to the SECURE 2.0 Act of 2022.

FIN · Financial Institutions/Investments/Securities

Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act; Technical Corrections to the SECURE 2.0 Act of 2022.

Literal federal measure citations: H.R. 1013, S. 424

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