S. 1486  Postal Reform Act of 2013; provisions relating to the preservation of the rate setting authority of the Postal Regulatory Commission H.R. 624  Cyber Intelligence Sharing and Protection Act; provisions relating to the financial services sector 
H.R. 1627  The Investment Adviser Examination Improvement Act of 2013; entire bill  
H.R. 2374  Retail Investor Protection Act; entire billH.R. 2733  Defending American Taxpayers From Abusive Government Takings Act of 2013; entire bill 
H.R. 3482  Restoring Main Street Investor Protection Act; entire bill 
H.R. 3696  National Cybersecurity and Critical Infrastructure Protection Act of 2013; entire bill 
H.R. 4060 - Systemic Risk Designation Improvement Act of 2014; entire bill 
H.R. 4167  Restoring Proven Financing for American Employers Act; entire bill 
H.R. 4413  Customer Protection and End-User Relief Act; provisions relating to the Garrett amendment on CPO registration
H.R. 4510 - Insurance Capital Standards Clarification Act of 2014; entire bill 
H.R. 5180  Financial Stability Oversight Council Improvement Act of 2014; entire bill 
H.R. 5461 - To clarify the application of certain leverage and risk-based requirements under the Dodd-Frank Wall Street Reform and Consumer Protection Act, to improve upon the definitions provided for points and fees in connection with a mortgage transaction, and for other purposes; provisions relating to capital standards for insurers 
H.R. 5471  to Amend the Commodity Exchange Act and the Securities Exchange Act of 1934 to specify how Clearing Requirements Apply to Certain Affiliate Transactions, and for other purposes; entire bill 
H.R. 5490  Wall Street Accountability Through Sustainable Funding Act; entire bill 
S. 21  Cybersecurity and American Cyber Competitiveness Act of 2013; provisions relating to the financial services sector 
S. 1369  A bill to provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance, and for other purposes; entire bill 
S. 1927  Data Security Act of 2014; entire bill 
S. 2270 -   Insurance Capital Standards Clarification Act of 2014; entire bill  
S. 2588 - Cybersecurity Information Sharing Act of 2014; provisions relating to safe harbor for information sharing for prevention of cybersecurity threats 
Need for greater transparency in the development of SIFI designation criteria and preparation of underlying government studies and data
Congressional support for the SEC moving forward on implementing Section 913 of Dodd-Frank, other options for investor protection parity, and potential interplay with possible DOL regulatory activity H.R. 2992  Business Activity Tax Simplification Act of 2013; entire bill 
H.R. 5442  Corporate Transparency and Accountability Act; entire bill 
S. 1257 - To protect financial transactions in the United States from enforcement of certain excise taxes imposed by any foreign government, and for other purposes; entire billS. 1645  Mobile Workforce State Income Tax Simplification Act of 2013; entire bill 
S. 1687  Payroll Fraud Prevention Act of 2013; entire bill  
S. 1706  Fair Playing Field Act of 2003; entire bill  
Camp Tax Reform Proposal:  Life insurers and insurance product taxation, property casualty insurance proration rule, savings incentives (both qualified and non-qualified), long-term capital gains and qualified dividends, basis adjustment rules, taxation of financial products, compensation and benefit limitations, worker classification, municipal bond interest exclusion, corporate tax rate, corporate business deductions, international corporate taxation, employee benefits, and need for workable transition and compliance rules
Preserving Americas Transit and Highways Act of 2014, a bill to amend the Internal Revenue Code of 1986 to provide for the extension of highway fund expenditures, to provide revenues for highway programs, and for other purposes; provisions relating to worker classification and any potential impact on independent contractor financial advisers working within the securities industry  
FY 2015 White House budget proposals, including provisions affecting life company and life product taxation, independent contractor, cutback on exclusions for qualified plan contributions and IRAs, employer-provided health benefits, and municipal interest exclusions
European FTTs and transborder collection obligation on US broker dealers
FATCA:  Implementation and global competitive considerations H.R. 647  Achieving a Better Life Experience (ABLE) Act; entire bill   
H.R. 837  Savings for American Families' Future Act of 2013; entire bill  
H.R. 2117  the Retirement Plan Simplification and Enhancement Act; entire billH.R. 2171  The Lifetime Income Disclosure Act; entire bill 
H.R. 4619  Permanent IRA Charitable Contribution Act of 2014; entire bill  
H.R.5021  Highway and Transportation Funding Act of 2014; provisions relating to IRAs
S. 313  Achieving a Better Life Experience (ABLE) Act; entire bill 
S. 606 - SEAL Act; entire bill  
S. 1145  Lifetime Income Disclosure Act; entire bill  
S. 1270  SAFE Retirement Act of 2013; entire bill  
S. 1772  Public Good IRA Roll-over Act of 2013; entire bill  
S. 1970  Retirement Security Act; entire bill  
S. 1979  Universal, Secure, and Adaptable (USA) Retirement Funds Act; entire bill  
S. 2260  EXPIRE Act of 2014; provisions relating to extension of qualified charitable distributions from retirement accounts    
Preserving Americas Transit and Highways Act of 2014, a bill to amend the Internal Revenue Code of 1986 to provide for the extension of highway fund expenditures, to provide revenues for highway programs, and for other purposes; provisions relating to inherited IRAs 
Not yet introduced: SAVE Act, provisions related to making SIMPLE IRAs more attractive for small business and expanded tax credit for small business pension plan start-up costs
Importance of existing tax incentives for retirement security and potential negative implications of potential tax reform proposals or use or retirement savings as an offset in any budget agreement in terms of reducing qualified plan and annuities coverage (both qualified and nonqualified)
Potential SEC and DoL regulatory activity revising securities and ERISA rules governing fiduciary standards for the provisions of investment advice/financial education services, potential implications on qualified accounts (both 401(k)s and IRAs) and nonqualified long-term savings, small business coverage, and importance of coordinated and workable rules.
Inclusion of qualified plan charitable distribution rule in the Senate Finance Committee extender package H.R. 1155  National Association of Registered Agents and Brokers Reform Act of 2013  (NARAB II); entire bill 
H.R. 2146  Terrorism Risk Insurance Program Reauthorization Act of 2013 (TRIPRA); entire bill  
H.R. 4871  TRIA Reform Act of 2014; entire billS. 534  National Association of Registered Agents and Brokers Reform Act of 2013; entire bill   
S. 2244  A bill to extend the termination date of the Terrorism Insurance Program established under the Terrorism Insurance Act of 2002; entire bill 
Regulatory activities on disparate impact and potential implications on homeowners insurance coverage
POS - Postal FIN - Financial Institutions/Investments/Securities TAX - Taxation/Internal Revenue Code RET - Retirement INS - Insurance
2 - HOUSE OF REPRESENTATIVES 1 - SENATE 2 - HOUSE OF REPRESENTATIVES 1 - SENATE 2 - HOUSE OF REPRESENTATIVES 1 - SENATE 2 - HOUSE OF REPRESENTATIVES 1 - SENATE 2 - HOUSE OF REPRESENTATIVES 1 - SENATE
AMERIPRISE FINANCIAL, INC.
101 CONSTITUTION AVE., NW SUITE 701B EAST, WASHINGTON, DC, 20001, US
ELIZABETH VARLEY ELIZABETH VARLEY ELIZABETH VARLEY ELIZABETH VARLEY ELIZABETH VARLEY