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Washington, DC on May 19-20, 2020.


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Advisor Today has the largest circulation among
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KEY WINS in 2019




The Treasury Department finalized proposed regulations governing the new Internal Revenue Code (IRC) section 199A pass-through business income tax deduction, making clear that insurance sales businesses are not "specified service trade or businesses" and are eligible for the new 20 percent deduction.
of Care
NAIFA-MD played a key role in defeating MD Senate Bill 786 by forming an industry coalition, submitting testimony and comments, and testifying in opposition. The bill would have imposed onerous fiduciary duty on MD broker-dealers, investments advertisers, their representatives and insurance providers.
Senior Security
The House of Representatives passed The Senior Security Act of 2019, which would establish a interdivisional task force at the SEC to investigate continuing issues facing senior investors.
The House of Representatives passed the Setting Every Community Up for Retirement Enhancement Act of 2019 on a bipartisan basis, with a vote of 417 - 3. The Bill would ease restrictions on companies that band together to offer their employees retirement plans, require plan statements to show participants how much monthly income their savings would be expected to provide them during retirement and make it easier for plans to offer annuity products and for savers to transfer annuities if they move from one plan to another.
The House of Representatives passed the National Flood Insurance Program Extension (NFIP) which would fund the national flood insurance program through the end of the fiscal year.
of Care
The SEC voted to finalize Regulation Best Interest (Reg BI), which significantly reduces the standard of care that broker-dealers (BDs) and their registered representatives (RRs) owe their clients.
The Departments of Treasury, Labor and Health and Human Services issued a final rule that will expand the use of health reimbursement arrangements (HRAs) and could encourage employers to offer workers access to health insurance brokers and private health insurance exchange programs.
House votes to permanently repeal the Cadillac Tax 419 to 6.
Senior Security
New Hampshire Governor Chris Sununu signed a new law that aims to protect seniors form financial exploitation. The law, based on model legislation developed by the North American Securities Administrators Association (NASAA), allows a broker-dealer (BD) to temporarily delay executing a client's disbursement of funds request if the BD suspects financial exploitation may be involved. New Hampshire securities regulators publicly thanked NAIFA for supporting this critical measure.
The SEC proposed modernizing advertising rules for investment advisers that have not been significantly revised since the 1960s. The proposal would allow advisers to use marketing and communications methods that have become standard tools elsewhere in the economy.
Tax, Health & Retirement
National Advocacy Meeting – NAIFA leaders traveled to Washington DC for PAC & grassroots training. Attendees held approx. 200 meetings with key lawmakers asking them to include the SECURE act in any year end package, and to utilize NAIFA as a resource for any health, tax, and retirement reform efforts in 2020.