PL
PETER LEFKIN
AZOA SERVICES CORP(ALLIANZ OF AMERICA) FORMERLY AZOA SERIVCES CORP/FIREMAN'S FUND(ALLIANZ OF AMERICA · WASHINGTON, DC · registered since 2024
Registered · LDAActive
At a glance
Registered since
2024
Senate LDA system
Clients
1
last 3 years
Filings
3
6 agencies contacted
Activity
filings by quarter
Works on
Background
Career
AS
AZOA SERVICES CORP(ALLIANZ OF AMERICA) FORMERLY AZOA SERIVCES CORP/FIREMAN'S FUND(ALLIANZ OF AMERICA
WASHINGTON, DC
2024 - present
Specific issues
Department of Labor Retirement Security Rule. Monitor SEC's Regulation Best Interest. Regarding the Department of Labor's Financial Factors in Selecting Plan Investments, support changes to prevent the Department from requiring plan fiduciaries to select investments based solely on pecuniary factors and prohibiting consideration of Environmental, Societal, and Governmental factors. (No specific bills.) Implementation of H.R. 2954, the SECURE 2.0 Act
Financial Services Regulatory reform: Lobby for favorable implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010 regarding insurers, including the possible designation of insurers and asset management companies as systemically important by the Financial Stability Oversight Council. Clarify Law Around Insurance of Marijuana Act. To create a safe harbor for insurers engaging in the business of insurance in connection with a cannabis-related business. Issue: underwriting, anti-money laundering. Reauthorization of the Federal Aviation Administration regarding travel insurance.
H.R.7024 the Tax Relief for American Families and Workers Act of 2024. Monitor efforts to overhaul tax code: Lobby in support of existing law regarding retirement savings products, including inside build up of life insurance and annuity products, and tax deferral of 401(k) contributions. Ordinary tax treatment of bonds. Establishment of Infrastructure Investment Trusts, no bills introduced yet.
S.3815 - Improving Disclosure for Investors Act of 2024 H.R.3063 - Retirement Fairness for Charities and Educational Institutions Act of 2023 Implementation of H.R.4865/S.3198, the Registration for Index-Linked Annuities Act, regarding the use of Statutory Accounting Principles. H.R. 1165, the Data Privacy Act of 2023 The swing pricing/hard close proposal issued by the Securities & Exchange Commission (no bills introduced.) Federal Home Loan Bank System Comprehensive Review; membership Environmental, Social, and Corporate Governance (ESG). No bill number assigned.
Monitor SEC's Regulation Best Interest. Regarding the Department of Labor's Financial Factors in Selecting Plan Investments, support changes to prevent the Department from requiring plan fiduciaries to select investments based solely on pecuniary factors and prohibiting consideration of Environmental, Societal, and Governmental factors. (No specific bills.) Implementation of H.R. 2954, the SECURE 2.0 Act