PD
PATRICK DEITZ
JACKSON NATIONAL LIFE INSURANCE COMPANY · LANSING, MI · registered since 2024
Registered · LDAActive
At a glance
Registered since
2024
Senate LDA system
Clients
1
last 3 years
Filings
4
5 agencies contacted
Activity
filings by quarter
Works on
Specific issues
Issues affecting the tax treatment of annuity and life insurance products and the taxation of corporations including changes to corporate tax rates (P.L. 117-169); Ordinary treatment of debt investments for certain insurance companies (the Secure Family Futures Act - H.R. 5707).
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.
Systemic risk in financial services; 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.
Financial services regulatory reform legislation regarding provisions affecting the regulation of insurance products and companies; Systemic risk in financial services; Lobbied on issues related to the Registered Index Linked Annuities (RILA) legislation. Electronic Recordkeeping Requirements for Broker-Dealers, Security-Based Swap Dealers, and Major Security-Based Swap Participants (no specific bill).
Issues affecting the tax treatment of annuity and life insurance products and issues affecting taxation of corporations including changes to corporate tax rates (P.L. 117-169). Feenstra-Sewell tax legislation. The Secure Family Futures Act - H.R. 5707.
Rules on plan fiduciaries responsibilities with respect to brokerage windows in 401(k)s and under ERISA. Lobbied on issues related to the SECURE Act 2.0 and Retirement Security and Savings Act (no specific bills). Retirement Security Rule: Definition of an Investment Advice Fiduciary, and the associated proposals to amend certain prohibited transaction exemptions.