Advocacy

AALU is the leading advocate on Capitol Hill for life insurance & annuities

Standing on the Shoulders of Giants

AALU’s Leadership in Tax Reform

Featured Advocacy Updates

SECURE Act Floor Action / Ambassadors in Action with Sens. Scott and Cornyn / DOL Rule

May 17, 2019 This Week in Washington We learned yesterday that the full House of Representatives will vote on the SECURE Act (H.R. 1994) next week. AALU’s Capitol Hill Club Day during TRANSFORM 2019 played a key role in driving this legislation forward. Ambassador in Action During TRANFORM 2019, Ambassadors met with Sens. Tim Scott...

Topics: Advisor Standard of Care, Congress, DOL, IRS, Regulation, Retirement security, SEC, Treasury Department

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Advocacy Updates

SECURE Act Floor Action / Ambassadors in Action with Sens. Scott and Cornyn / DOL Rule

Topics: Advisor Standard of Care, Congress, DOL, IRS, Regulation, Retirement security, SEC, Treasury Department

May 17, 2019 This Week in Washington We learned yesterday that the full House of Representatives will vote on the SECURE Act (H.R. 1994) next week. AALU’s Capitol Hill Club Day during TRANSFORM 2019 played a key role in driving this legislation forward. Ambassador in Action During TRANFORM 2019, Ambassadors met with Sens. Tim Scott...

Retirement Help for Individuals with Student Loan Debt

IRS Guidance In 2018, the IRS addressed matching contributions for student loan repayments when it issued a Private Letter Ruling (PLR) in response to such a program set up by Abbott Labs. The IRS concluded that the program would not violate the regulations covering 401(k) plans. Earlier this week, Stephen Tackney, Deputy Associate Chief Counsel…

Ambassadors in Action

Ambassadors in Action with Senator Tim Scott (R-SC) Over the last few years, John Watson has developed a close relationship with Senator Scott. On April 28, John and Penn Mutual hosted the senator for dinner, where the friendship and mutual respect they have developed was evident as the pair entertained guests over dinner. The senator…

Ambassadors in Action with Senator Ron Wyden (D-OR)

M Financial has built a long-standing relationship with Senator Wyden. Under Wes Thompson’s leadership, that relationship will continue to strengthen moving forward. Over 25 M Financial members attended the event during the final day of AALU’s Capitol Hill Club day. Senator Wyden feels incredibly strongly that AALU members, especially M Financial members, are a critical…

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Contact

Jennifer Fox

Political Affairs Manager

David Hollingsworth

Senior Director of Public Policy & Content Development

Jason Martinez

Assistant Director of Public Policy

Armstrong Robinson

Vice President of Legislative Affairs