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Pension Security Act of 2007
Legislative Progress
Momentum (last 30 days)
0
score
0 actions · 0 new cosponsors · 0 votes
Speed vs cohort
75pct
42d open
vs 7,255 other HR bills in the 110th — cohort avg 47d
No CRS summary is available for this bill yet. The source title, actions, sponsors, and text versions below come from Congress.gov.
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Filing registrants (15)
Bills with similar content found using semantic analysis.
Sources: Congress.gov
2008 · first_quarter · Retirement
Legislation relating to Retirement security - H.R. 2683, H.R. 2657, H.R. 2255, H.R. 3361, H.R. 4839. S. 1974, S. 2374
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · fourth_quarter · Insurance
Social Security - funding for Social Security Admninstration Limitation on Administrative Expenses (SSA-LAE) to enable SSA to reduce the tragic backlog in disability determinations -- Labor-HHS-Education appropriations bill for FY 2009 (S. 3230 - no House bill #) and HR 2683 - Continuing Resolution for FY 2009. Met with senior SSA officials to discuss legislation for expedited Records Review in connection with applications for Social Security disability benefits. Possible future legislation to help assure that a knowledgeable, experienced pool of representaitives is available to people claiming Social Security disability benefits by making permanent a demonstration project by which the Social Security Admininstration pays fees to attorneys and qualified non-attorney representatives of successful claimants out of retroactive benefits.
Client expense: $50,000 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, SENATE, Social Security Administration (SSA)
2008 · fourth_quarter · Retirement
S. 190: To provide a technical correction to the Pension Protection Act of 2006 S. 206: Social Security Fairness Act of 2007 S. 349: Small Business and Work Opportunity Act of 2007 S. 709: Older Worker Opportunity Act of 2007 S. 1040: Tax Simplification Act of 2007 S. 1141: Automatic IRA Act of 2007 S. 1208: Social Security Account Number Protection Act S. 1288: Women's Retirement Security Act of 2007 S. 1974: Pension Protection Technical Corrections Act of 2008 S. 2547: Fair and Simple Tax Act of 2008 H.R. 82: Social Security Fairness Act of 2007 H.R. 531: Retirement Security Education Act of 2007 H.R. 1322: Emergency Retiree Health Benefits Protection Act of 2007 H.R. 2002: Individual Social Security Investment Program Act of 2007 H.R. 2167: Automatic IRA Act of 2007 H.R. 2657: Employee Benefits Protection Act of 2007 H.R. 2683: Pension Security Act of 2007 H.R. 3361: Pension Protection Technical Corrections Act of 2008 H.R. 5105: Fair and Simple Tax Act of 2008 H.R. 5160: SAVE Act of 2008 H.R. 5316: Universal Economic Stimulus Act of 2008 H.R. 5543: Women's Retirement Security Act of 2008
Client expense: $2,095,000 · Firm income: Not reported
2008 · fourth_quarter · Retirement
See Addendum S. 1010, Retirement Security for Life Act of 2007. S. 1141, Automatic IRA Act of 2007. S. 1288, Womens Retirement Security Act of 2007. S. 1725, "Restoring Pension Promises to Workers Act". S. 1974, "Pension Protection Technical Corrections Act of 2007". S. 2473, "Defined Contribution Fee Disclosure Act of 2007". S. 3278, "No Participant Loans from a Debit Card". H.R. 2167, Automatic IRA Act of 2007 (H.R. 2167, S. 1141). H.R. 2205, Retirement Security for Life Act of 2007. H.R. 2683, "Pension Security Act of 2007". H.R. 3185, "401(k) Fair Disclosure for Retirement Security Act of 2007". Rep Andrews Amendement to H.R. 3185, "The Fair Disclosure for Retirement Security Act" (4/15/08). H.R. 3361, "Pension Protection Technical Corrections Act of 2007". H.R. 3765, "The Defined Contribution Fee Transparency Act of 2007". H.R. 3868, Bill to delay the PPA defined benefit funding rules for one year. H.R. 5160, "Small Business Add Vaue for Employees Act of 2008". H.R. 6143, "The Pension Protection Act ERISA Amendments of 2008". H.R. 6382, "Pension Protection Technical Corrections Act of 2008". H.R. 6708, "No Participant Loans from a Debit Card". H.R. 7327, "The worker, Retiree and Employer Recovery Act of 2008". DOL Final Regulations and Revisions to the 2007 Form 5500 Annual Return/Report, 72 F.R. 64710-64730 (11/16/07). DOL Final Rule and Regulation (Section 2550.404-4) on Safest Available Annuity 73 F.R. 58447-58540 (10/7/08). DOL Proposed Rule, Reasonable Contracts or Arrangements under Section 408(b)(2) - Fee Disclosure, 72 F.R. 70988-71005 (12/13/07). DOL Proposed Regulation on Provision of Investment Advice and DOL Proposed Class Exemption for Provision of Investment Advice, Prop. DOL Reg. Sec. 2550.404a-5 and 2550.404c-1, 73 F.R. 43039 and 43043 (7/23/08). Proposed Amendment to H.R. 3361, proposed Pension Protection Act Defined Benefit Funding Relief provisions (S.Baucus 11/20/08). Request to the Treasury Department and IRS on the application of the backloading accrual rules to hybrid pension plan conversions. IRS Revenue Ruling 2008-07, "Guidance on Backloading Rules". IRS Revenue Ruling 2008-45, "Transfer of Pension Plan Sponsorship".
2008 · fourth_quarter · Financial Institutions/Investments/Securities
Regulation of hedge fund managers, including HR 2586, the "Securities and Exchange Commission Authority Restoration Act of 2007;" S 1402, the "Hedge Fund Registration Act of 2007;" and HR 2683, the "Pension Security Act of 2007."
Client expense: Not reported · Firm income: $75,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Client expense: $1,030,000 · Firm income: Not reported
Government targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
2008 · fourth_quarter · Retirement
Legislation relating to Retirement Security - H.R. 2683, H.R. 2657, H.R. 2255, H.R. 3361, H.R. 4839, S.1974, S.2374
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, White House Office
2008 · fourth_quarter · Defense
HR 2683 FY 2009 Defense Appropriations S 3001 FY 2009 Defense Authorizations
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · third_quarter · Retirement
Legislation relating to Retirement Security - H.R. 2683, H.R. 2657, H.R. 2255, H.R. 3361, H.R. 4839, S.1974, S.2374
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2008 · third_quarter · Insurance
Timely Due Process for the Disabled Act of 2008, HR 6485 to put deadlines on SSA for hearings on denials of disability benefits and to set goals for monitoring of disability determinations and reconsideration. Funding for Social Security Administration Limitation on Administrative Expenses (SSA-LAE) to enable SSA to reduce disability determination backlog -- Labor-HHS-Education appropriations bill for FY 2009 (S.3230, no bill # in House). HR 2683 - Continuing Resolution for FY 2009. Met with Senior SSA officials and with Congressional staff to discuss potential legislation for Expedited Records Review in connection with applications for Social Security disability benefits. Met with Senior SSA officials regarding SSA Strategic Plan for FY 2008-2013. HR 1424 -- Emergency Economic Stabilization Act of 2008 - Title V, Subtitle B -- Paul Wellstone and Pete Domenici Health Parity and Addiction Equity Act of 2088, Section 511, requiring group health plans that provide both (i) medical and surgical benefits and (ii) mental health or substance use disorder benefits to meet certain requirements to provide parity between (i) and (ii).
Client expense: $50,000 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, SENATE, Social Security Administration (SSA), Veterans Affairs, Dept of (VA)
2008 · third_quarter · Retirement
Shareholder Votes on Executive Compensation Act - H.R. 1257 Paycheck Fairness Act H.R. 1338 Emergency Economic Stabilization Act - H.R. 1424 Tax Equity for Health Plan Beneficiaries Act of 2007 - H.R. 1820 Pension Security Act of 2007 - H.R. 2683 Lilly Ledbetter Fair Pay Act of 2007 - H.R. 2831 Federal Aviation Administration (FAA) Reauthorization Act (benefits provisions) H.R. 2881 Tax Collection Responsibility Act of 2007 - H.R. 3056 401 (k) Fair Disclosure for Retirement Security Act - H.R. 3185 ADA Restoration Act of 2007 - H.R. 3195 Mutual Fund Fee Reform Act H.R. 3225 Pension Protection Technical Corrections Act of 2007 - H.R. 3361 Long-Term Care Affordability and Security Act of 2007 - H.R. 3363 Protecting Employees and Retirees in Business Bankruptcies Act of 2007 - H.R. 3652 Defined Contribution Plan Fee Transparency Act of 2007 - H.R. 3765 AMT Credit Fairness and Relief Act - H.R. 3861 Tax Reduction and Reform Act of 2007 - H. R. 3970 The Temporary Tax Relief Act of 2007/Tax Increase Prevention Act of 2007 - H.R. 3996 Defenders of Freedom Tax Relief Act of 2007/Heroes Earnings Assistance and Tax Relief Act of 2007 title as passed - H.R. 3997 AMT Relief Act of 2007 - H.R. 4351 The Small Business Add Value for Employees (SAVE) Act of 2008 H.R. 5160 Energy and Tax Extenders Act of 2008/Renewable Energy and Job Creation Act of 2008/Energy Improvement and Extension Act of 2008 H.R. 6049 Heroes Earnings Assistance and Relief Tax Act H.R. 6081 Roadmap for Americas Future Act of 2008 H.R. 6110 Pension Protection Act ERISA Amendments of 2008 H.R. 6143 ERISA Amendments H.R. 6142 Pension Protection Technical Corrections Act of 2008 H.R. 6382 Commodity Markets Transparency and Accountability Act & Substitute amendment H.R. 6604 401 (k) Plan Debit Card Bill H.R. 6708 Hurricane Tax Relief Act of 2008 H.R. 6958 Alternative Minimum Tax Relief Act of 2008 H.R. 7005 Disaster Tax Relief Act of 2008 H.R. 7006 Renewable Energy and Job Creation Tax Act of 2008 (tax extenders) H.R. 7060 Senate Tax Equity for Domestic Partner and Health Plan Beneficiaries Act - S. 1556 Defenders of Freedom Tax Relief Act of 2007 - S. 1593 Alternative Investments, Amending Internal Revenue Code provisions taxing partnerships involving alternative investments S.1624 Restoring Pension Promises to Workers Act S. 1725 Fair Pay Restoration Act - S. 1843 Americans with Disabilities Act Restoration Act of 2007 - S. 1881 Pension Protection Technical Corrections Act of 2007 - S. 1974 Independent Contractor Proper Classification Act of 2007 - S. 2044 Protecting Employees and Retirees in Business Bankruptcies Act of 2007 - S. 2092 Offshore Deferred Compensation Reform Act of 2007 - S. 2199 Long-Term Care Affordability and Security Act of 2007 - S. 2337 Defined Contribution Fee Disclosure Act of 2007 - S. 2473 AMT Credit Fairness and Relief Act S. 2389 Incentives for Older Workers Act S. 2933 Alternative Minimum Tax and Extenders Tax Relief Act of 2008 S. 3098 Energy Independence and Tax Relief Act of 2008 S. 3125 Title VII Fairness Act S. 3209 Commodity Speculation Reform Act of 2008 - S. 3248 Stop Excessive Energy Speculation Act of 2008 - S. 3268 401 (k) Plan Debit Card Bill S. 3278 The Jobs, Energy, Families, and Disaster Relief Act S.3335 (extenders, deferred comp) ADA Amendments Act S. 3406 Regulatory communication with covered federal officials on legislative issues. Legislation Treasury/IRS Emergency Economic Stabilization Act H.R. 1424 Treasury/IRS - Pension Protection Act Technical Corrections (PPA) - H.R. 3361, H.R. 6382, S. 1974 DOL on 401 (k) fee disclosure - H.R. 3185, H.R. 3765, S. 2473 Treasury/IRS - on hybrid plan issues Treasury/IRS on 409A and deferred compensation Treasury/IRS on pension funding Treasury/IRS - guidance on benefits provisions of the HEART Act H.R. 6081 Treasury/IRS on benefit accruals and anti-backloading Treasury/IRS Hurricane relief H.R. 6958, H.R. 7006
Client expense: $246,723 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of
2008 · third_quarter · Financial Institutions/Investments/Securities
Regulation of hedge fund managers, including HR 2586, the "Securities and Exchange Commission Authority Restoration Act of 2007;" S 1402, the "Hedge Fund Registration Act of 2007;" and HR 2683, the "Pension Security Act of 2007."
Client expense: Not reported · Firm income: $75,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · second_quarter · Financial Institutions/Investments/Securities
Regulation of hedge fund managers, including HR 2586, the "Securities and Exchange Commission Authority Restoration Act of 2007;" S 1402, the "Hedge Fund Registration Act of 2007;" and HR 2683, the "Pension Security Act of 2007."
Client expense: Not reported · Firm income: $75,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · third_quarter · Retirement
S. 190: To provide a technical correction to the Pension Protection Act of 2006 S. 206: Social Security Fairness Act of 2007 S. 349: Small Business and Work Opportunity Act of 2007 S. 709: Older Worker Opportunity Act of 2007 S. 1040: Tax Simplification Act of 2007 S. 1141: Automatic IRA Act of 2007 S. 1208: Social Security Account Number Protection Act S. 1288: Women's Retirement Security Act of 2007 S. 1974: Pension Protection Technical Corrections Act of 2008 S. 2547: Fair and Simple Tax Act of 2008 H.R. 82: Social Security Fairness Act of 2007 H.R. 531: Retirement Security Education Act of 2007 H.R. 1322: Emergency Retiree Health Benefits Protection Act of 2007 H.R. 2002: Individual Social Security Investment Program Act of 2007 H.R. 2167: Automatic IRA Act of 2007 H.R. 2657: Employee Benefits Protection Act of 2007 H.R. 2683: Pension Security Act of 2007 H.R. 3361: Pension Protection Technical Corrections Act of 2008 H.R. 5105: Fair and Simple Tax Act of 2008 H.R. 5160: SAVE Act of 2008 H.R. 5316: Universal Economic Stimulus Act of 2008 H.R. 5543: Women's Retirement Security Act of 2008
Client expense: $1,113,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · third_quarter · Retirement
See Addendum S. 1010, Retirement Security for Life Act of 2007. S. 1141, Automatic IRA Act of 2007. S. 1288, Womens Retirement Security Act of 2007. S. 1725, "Restoring Pension Promises to Workers Act". S. 1974, "Pension Protection Technical Corrections Act of 2007". S. 2473, "Defined Contribution Fee Disclosure Act of 2007". S. 3278, "No Participant Loans from a Debit Card". H.R. 2167, Automatic IRA Act of 2007 (H.R. 2167, S. 1141). H.R. 2205, Retirement Security for Life Act of 2007. H.R. 2683, "Pension Security Act of 2007". H.R. 3185, "401(k) Fair Disclosure for Retirement Security Act of 2007". Rep Andrews Amendement to H.R. 3185, "The Fair Disclosure for Retirement Security Act" (4/15/08). H.R. 3361, "Pension Protection Technical Corrections Act of 2007". H.R. 3765, "The Defined Contribution Fee Transparency Act of 2007". H.R. 3868, Bill to delay the PPA defined benefit funding rules for one year. H.R. 5160, "Small Business Add Vaue for Employees Act of 2008". H.R. 6143, "The Pension Protection Act ERISA Amendments of 2008". H.R. 6382, "Pension Protection Technical Corrections Act of 2008". H.R. 6708, "No Participant Loans from a Debit Card". DOL Final Regulations and Revisions to the 2007 Form 5500 Annual Return/Report, 72 F.R. 64710-64730 (11/16/07). DOL Final Rule and Regulation (Section 2550.404-4) on Safest Available Annuity 73 F.R. 58447-58540 (10/7/08). DOL Proposed Rule, Reasonable Contracts or Arrangements under Section 408(b)(2) - Fee Disclosure, 72 F.R. 70988-71005 (12/13/07). DOL Proposed Regulation on Provision of Investment Advice and DOL Proposed Class Exemption for Provision of Investment Advice, Prop. DOL Reg. Sec. 2550.404a-5 and 2550.404c-1, 73 F.R. 43039 and 43043 (7/23/08). Request to the Treasury Department and IRS on the application of the backloading accrual rules to hybrid pension plan conversions. IRS Revenue Ruling 2008-07, "Guidance on Backloading Rules". IRS Revenue Ruling 2008-45, "Transfer of Pension Plan Sponsorship".
Client expense: $780,000 · Firm income: Not reported
Government targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
2008 · third_quarter · Energy/Nuclear
House Energy and Commerce White Papers on Climate Change Outer Continental Shelf - Drilling, H.R. 2683 USDA Hearing, Title IX 2008 Farm Bill
Client expense: Not reported · Firm income: $20,000
Government targets: Agriculture, Dept of (USDA), HOUSE OF REPRESENTATIVES, SENATE
2008 · third_quarter · Energy/Nuclear
Climate Change Outer Continental Shelf - Drilling, H.R. 2683
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · second_quarter · Retirement
S. 190: To provide a technical correction to the Pension Protection Act of 2006 S. 206: Social Security Fairness Act of 2007 S. 349: Small Business and Work Opportunity Act of 2007 S. 709: Older Worker Opportunity Act of 2007 S. 1040: Tax Simplification Act of 2007 S. 1141: Automatic IRA Act of 2007 S. 1208: Social Security Account Number Protection Act S. 1288: Women's Retirement Security Act of 2007 S. 1974: Pension Protection Technical Corrections Act of 2008 S. 2547: Fair and Simple Tax Act of 2008 H.R. 82: Social Security Fairness Act of 2007 H.R. 531: Retirement Security Education Act of 2007 H.R. 1322: Emergency Retiree Health Benefits Protection Act of 2007 H.R. 2002: Individual Social Security Investment Program Act of 2007 H.R. 2167: Automatic IRA Act of 2007 H.R. 2657: Employee Benefits Protection Act of 2007 H.R. 2683: Pension Security Act of 2007 H.R. 3361: Pension Protection Technical Corrections Act of 2008 H.R. 5105: Fair and Simple Tax Act of 2008 H.R. 5160: SAVE Act of 2008 H.R. 5316: Universal Economic Stimulus Act of 2008 H.R. 5543: Women's Retirement Security Act of 2008 H.R. 5641: IRA Assistance Act of 2008
Client expense: $1,251,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · second_quarter · Financial Institutions/Investments/Securities
Regulation of hedge fund managers, including HR 2586, the "Securities and Exchange Commission Authority Restoration Act of 2007;" S 1402, the "Hedge Fund Registration Act of 2007;" and HR 2683, the "Pension Security Act of 2007."
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · second_quarter · Retirement
Shareholder Votes on Executive Compensation Act - H.R. 1257 Tax Equity for Health Plan Beneficiaries Act of 2007 - H.R. 1820 Pension Security Act of 2007 - H.R. 2683 Lilly Ledbetter Fair Pay Act of 2007 - H.R. 2831 Federal Aviation Administration (FAA) Reauthorization Act (benefits provisions) - H.R. 2881 Tax Collection Responsibility Act of 2007 - H.R. 3056 401 (k) Fair Disclosure for Retirement Security Act - H.R. 3185 ADA Restoration Act of 2007 - H.R. 3195 Mutual Fund Fee Reform Act H.R. 3225 Pension Protection Technical Corrections Act of 2007 - H.R. 3361 Long-Term Care Affordability and Security Act of 2007 - H.R. 3363 Protecting Employees and Retirees in Business Bankruptcies Act of 2007 - H.R. 3652 Defined Contribution Plan Fee Transparency Act of 2007 - H.R. 3765 AMT Credit Fairness and Relief Act - H.R. 3861 Tax Reduction and Reform Act of 2007 - H. R. 3970 The Temporary Tax Relief Act of 2007/Tax Increase Prevention Act of 2007 - H.R. 3996 Defenders of Freedom Tax Relief Act of 2007/Heroes Earnings Assistance and Tax Relief Act of 2007 - title as passed - H.R. 3997 AMT Relief Act of 2007 - H.R. 4351 The Small Business Add Value for Employees (SAVE) Act of 2008 - H.R. 5160 Energy and Tax Extenders Act - H.R. 6049 Heroes Earnings Assistance and Relief Tax Act - H.R. 6081 Roadmap for America's Future Act of 2008 - H.R. 6110 Pension Protection Act ERISA Amendments of 2008 - H.R. 6143 ERISA Amendments - H.R. 6142 Pension Protection Technical Corrections Act of 2008 - H.R. 6382 Senate Tax Equity for Domestic Partner and Health Plan Beneficiaries Act - S. 1556 Defenders of Freedom Tax Relief Act of 2007 - S. 1593 Alternative Investments, Amending Internal Revenue Code provisions taxing partnerships involving alternative investments - S.1624 Restoring Pension Promises to Workers Act - 1725 Fair Pay Restoration Act - S. 1843 Americans with Disabilities Act Restoration Act of 2007 - S. 1881 Pension Protection Technical Corrections Act of 2007 - S. 1974 Independent Contractor Proper Classification Act of 2007 - S. 2044 Protecting Employees and Retirees in Business Bankruptcies Act of 2007 (S. 2092) Offshore Deferred Compensation Reform Act of 2007 - S. 2199 Long-Term Care Affordability and Security Act of 2007 - S. 2337 Defined Contribution Fee Disclosure Act of 2007 - S. 2473 AMT Credit Fairness and Relief Act - S. 2389 Incentives for Older Workers Act - S. 2933 Alternative Minimum Tax and Extenders Tax Relief Act of 2008 - S. 3098 Title VII Fairness Act - S. 3209 Regulatory - communication with covered federal officials on legislative issues. Legislation - The Pension Protection Act Technical Corrections (PPA) - H.R. 3361/H.R. 6382//S. 1974 DOL proposed 408(b)(2) regulations for fee disclosure requirements DOL - 401 (k) fee disclosure (H.R. 3185/H.R. 3765/S. 2473) Treasury/IRS hybrid plan hearing Treasury/IRS guidance on 409A and deferred compensation Treasury/IRS hearing on measurement of pension plan assets and liabilities
Client expense: $228,003 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of, White House Office
2008 · second_quarter · Retirement
See Addendum S. 1010, Retirement Security for Life Act of 2007. S. 1141, Automatic IRA Act of 2007. S. 1288, Womens Retirement Security Act of 2007. S. 1725, "Restoring Pension Promises to Workers Act". S. 1974, "Pension Protection Technical Corrections Act of 2007". S. 2473, "Defined Contribution Fee Disclosure Act of 2007". H.R. 2167, Automatic IRA Act of 2007 (H.R. 2167, S. 1141). H.R. 2205, Retirement Security for Life Act of 2007. H.R. 2683, "Pension Security Act of 2007". H.R. 3185, "401(k) Fair Disclosure for Retirement Security Act of 2007". Rep Andrews Amendement to H.R. 3185, "The Fair Disclosure for Retirement Security Act" (4/15/08). H.R. 3361, "Pension Protection Technical Corrections Act of 2007". H.R. 3765, "The Defined Contribution Fee Transparency Act of 2007". H.R. 3868, Bill to delay the PPA defined benefit funding rules for one year. H.R. 5160, "Small Business Add Vaue for Employees Act of 2008". H.R. 6143, "The Pension Protection Act ERISA Amendments of 2008". H.R. 6382, "Pension Protection Technical Corrections Act of 2008". DOL Final Regulations and Revisions to the 2007 Form 5500 Annual Return/Report, 72 F.R. 64710-64730 (11/16/07). DOL Proposed Rule, Reasonable Contracts or Arrangements under Section 408(b)(2) - Fee Disclosure, 72 F.R. 70988-71005 (12/13/07). DOL Interim Rule and Proposed Regulation (Section 2550.404-4) on Safest Available Annuity F.R. Doc E7-17743, E7-17744 (9/11/07). Request to the Treasury Department and IRS on the application of the backloading accrual rules to hybrid pension plan conversions. IRS Revenue Ruling 2008-07, "Guidance on Backloading Rules".
Client expense: $620,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2008 · first_quarter · Retirement
S. 190: To provide a technical correction to the Pension Protection Act of 2006 S. 206: Social Security Fairness Act of 2007 S. 349: Small Business and Work Opportunity Act of 2007 S. 709: Older Worker Opportunity Act of 2007 S. 1040: Tax Simplification Act of 2007 S. 1141: Automatic IRA Act of 2007 S. 1208: Social Security Account Number Protection Act S. 1288: Women's Retirement Security Act of 2007 S. 1974: Pension Protection Technical Corrections Act of 2008 S. 2547: Fair and Simple Tax Act of 2008 H.R. 82: Social Security Fairness Act of 2007 H.R. 531: Retirement Security Education Act of 2007 H.R. 1322: Emergency Retiree Health Benefits Protection Act of 2007 H.R. 2002: Individual Social Security Investment Program Act of 2007 H.R. 2167: Automatic IRA Act of 2007 H.R. 2657: Employee Benefits Protection Act of 2007 H.R. 2683: Pension Security Act of 2007 H.R. 3361: Pension Protection Technical Corrections Act of 2008 H.R. 5105: Fair and Simple Tax Act of 2008 H.R. 5160: SAVE Act of 2008 H.R. 5316: Universal Economic Stimulus Act of 2008 H.R. 5543: Women's Retirement Security Act of 2008 H.R. 5641: IRA Assistance Act of 2008
Client expense: $1,006,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · first_quarter · Retirement
See Addendum S. 1010, Retirement Security for Life Act of 2007 - A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 1141, Automatic IRA Act of 2007 - A bill to amend the Internal Revenue Code of 1986 to allow employees not covered by qualified retirement plans to save for retirement through automatic payroll deposit IRAs, to facilitate similar saving by the self-employed, and for other purposes. S. 1288, Womens Retirement Security Act of 2007 - A bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to increase the retirement security of women and small business owners, and for other purposes. S. 1725, "Restoring Pension Promises to Workers Act". S. 1974, "Pension Protection Technical Corrections Act of 2007". S. 2473, "Defined Contribution Fee Disclosure Act of 2007". H.R. 2167, Automatic IRA Act of 2007 (H.R. 2167, S. 1141) - A bill to amend the Internal Revenue Code of 1986 to allow employees not covered by qualified retirement plans to save for retirement through automatic payroll deposit IRAs, to facilitate similar saving by the self-employed, and for other purposes. H.R. 2205, Retirement Security for Life Act of 2007 - A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. H.R. 2683, "Pension Security Act of 2007". H.R. 3185, "401(k) Fair Disclosure for Retirement Security Act of 2007". H.R. 3361, "Pension Protection Technical Corrections Act of 2007". H.R. 3765, "The Defined Contribution Fee Transparency Act of 2007". H.R. 3868, Bill to delay the PPA defined benefit funding rules for one year. H.R. 5160, "Small Business Add Vaue for Employees Act of 2008". DOL Request for Information, Fee and Expense Disclosures to Participants in Individual Account Plans, 72 F.R. 20457-20460 (4/25/07). DOL Final Regulations Default Investment Alternatives, 72 F.R. 60452-60480 (10/24/07). DOL Final Regulations and Revisions to the 2007 Form 5500 Annual Return/Report, 72 F.R. 64710-64730 (11/16/07). DOL Proposed Rule, Reasonable Contracts or Arrangements under Section 408(b)(2) - Fee Disclosure, 72 F.R. 70988-71005 (12/13/07). DOL Interim Rule and Proposed Regulation (Section 2550.404-4) on Safest Available Annuity F.R. Doc E7-17743, E7-17744 (9/11/07). Request to the Treasury Department and IRS on the application of the backloading accrual rules to hybrid pension plan conversions.
Client expense: $560,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2008 · first_quarter · Retirement
Shareholder Votes on Executive Compensation Act (H.R. 1257) Tax Equity for Health Plan Beneficiaries Act of 2007 (H.R. 1820) Pension Security Act of 2007 (H.R. 2683) Alternative Investments, Amending Internal Revenue Code provisions taxing partnerships involving alternative investments (H.R. 2785) Lilly Ledbetter Fair Pay Act of 2007 (H.R. 2831) Alternative Investments, Treating income received by partners for performing investment management as ordinary income (H.R. 2843) Tax Collection Responsibility Act of 2007 (H.R. 3056) 401 (k) Fair Disclosure for Retirement Security Act (H.R. 3185) ADA Restoration Act of 2007 (H.R. 3195) Mutual Fund Fee Reform Act (H.R. 3225) Pension Protection Technical Corrections Act of 2007 (H.R. 3361) Long-Term Care Affordability and Security Act of 2007 (H.R. 3363) Commission on the Tax Treatment of Hedge Funds and Private Equity Act of 2007 (H.R. 3417) Protecting Employees and Retirees in Business Bankruptcies Act of 2007 (H.R. 3652) Defined Contribution Plan Fee Transparency Act of 2007 (H.R. 3765) Bill to Delay the Effective Date of the PPA Funding Rules (H.R. 3868) Tax Reduction and Reform Act of 2007 (H. R. 3970) Offshore Deferred Compensation Reform Act of 2007 (H.R. 3923) The Temporary Tax Relief Act of 2007/Tax Increase Prevention Act of 2007 (H.R. 3996) Defenders of Freedom Tax Relief Act of 2007/Heroes Earnings Assistance and Tax Relief Act of 2007 title as passed (H.R. 3997) AMT Relief Act of 2007 (H.R. 4351) Senate Tax Equity for Domestic Partner and Health Plan Beneficiaries Act (S. 1556) Defenders of Freedom Tax Relief Act of 2007 (S. 1593) Alternative Investments, Amending Internal Revenue Code provisions taxing partnerships involving alternative investments (S. 1624) Restoring Pension Promises to Workers Act (S. 1725) Fair Pay Restoration Act (S. 1843) Americans with Disabilities Act Restoration Act of 2007 (S. 1881) Pension Protection Technical Corrections Act of 2007 (S. 1974) Independent Contractor Proper Classification Act of 2007 (S. 2044) Protecting Employees and Retirees in Business Bankruptcies Act of 2007 (S. 2092) Offshore Deferred Compensation Reform Act of 2007 (S. 2199) Long-Term Care Affordability and Security Act of 2007 (S. 2337) Defined Contribution Fee Disclosure Act of 2007 (S. 2473) Regulatory communication with covered federal officials on legislative issues. Legislation The Pension Protection Act (PPA) - H.R. 3361/S. 1974 & H.R. 3185/S. 2473 Treasury/IRS guidance on hybrid plans including backloading Treasury/IRS guidance on combined plan limit Treasury/IRS proposed regulations on single employer plan funding, benefit restrictions, interest rate modifications and mortality tables Treasury/IRS guidance on 409A and deferred compensation Treasury/IRS guidance on employer stock diversification DOL proposed 408(b)(2) regulations for fee disclosure requirements DOL final regulations and other guidance on Form 5500 PBGC guidance related to PPA implementation (hybrid/cash balance plans including backloading)
Client expense: $289,643 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of, White House Office
2008 · first_quarter · Financial Institutions/Investments/Securities
Regulation of hedge fund managers, including HR 2586, the "Securities and Exchange Commission Authority Restoration Act of 2007;" S 1402, the "Hedge Fund Registration Act of 2007;" and HR 2683, the "Pension Security Act of 2007."
Client expense: Not reported · Firm income: $100,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · first_quarter · Retirement
Legislation relating to Retirement security - H.R. 2683, H.R. 2657, H.R. 2255, H.R. 3361, H.R. 4839. S. 1974, S. 2374
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · first_quarter · Financial Institutions/Investments/Securities
Regulation of hedge fund managers, including HR 2586, the "Securities and Exchange Commission Authority Restoration Act of 2007;" S 1402, the "Hedge Fund Registration Act of 2007;" and HR 2683, the "Pension Security Act of 2007."
Client expense: Not reported · Firm income: $100,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2007 · year_end · Disaster Planning/Emergencies
HR 1, HR2683, HR3173 & HR 3495 PL 110-53 S4, S1644, S1873 & S1970
Client expense: $1,129,163 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2007 · year_end · Taxation/Internal Revenue Code
HR 2683 Pension Security Act of 2007
Client expense: Not reported · Firm income: $80,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2007 · year_end · Retirement
Legislation relating to Retirement Security - H.R. 2683, H.R. 2657, H.R. 2255, H.R. 3361, H.R. 4839, S. 1974, S. 2374
Client expense: Not reported · Firm income: $100,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2007 · year_end · Retirement
See Addendum S. 1010, Retirement Security for Life Act of 2007 - A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 1141, Automatic IRA Act of 2007 - A bill to amend the Internal Revenue Code of 1986 to allow employees not covered by qualified retirement plans to save for retirement through automatic payroll deposit IRAs, to facilitate similar saving by the self-employed, and for other purposes. S. 1288, Womens Retirement Security Act of 2007 - A bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to increase the retirement security of women and small business owners, and for other purposes. S. 1725, "Restoring Pension Promises to Workers Act". S. 1974, "Pension Protection Technical Corrections Act of 2007". S. 2473, "Defined Contribution Fee Disclosure Act of 2007". H.R. 2167, Automatic IRA Act of 2007 (H.R. 2167, S. 1141) - A bill to amend the Internal Revenue Code of 1986 to allow employees not covered by qualified retirement plans to save for retirement through automatic payroll deposit IRAs, to facilitate similar saving by the self-employed, and for other purposes. H.R. 2205, Retirement Security for Life Act of 2007 - A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. H.R. 2683, "Pension Security Act of 2007". H.R. 3185, "401(k) Fair Disclosure for Retirement Security Act of 2007". H.R. 3361, "Pension Protection Technical Corrections Act of 2007". H.R. 3765, "The Defined Contribution Fee Transparency Act of 2007". H.R. 3868, Bill to delay the PPA defined benefit funding rules for one year. DOL Qualified Default Investment Options Proposed Regulation. DOL Proposed Rule, Default Investment Alternatives Under Participant Directed Invidual Account Plans, 71 F.R. 56805-56824 (9/27/06). DOL Request for Information, IRA Investment Advice, 71 F.R.70427 (12/4/06). DOL Request for Information, Fee and Expense Disclosures to Participants in Individual Account Plans, 72 F.R. 20457-20460 (4/25/07). DOL Final Regulations Default Investment Alternatives, 72 F.R. 60452-60480 (10/24/07). DOL Final Regulations and Revisions to the 2007 Form 5500 Annual Return/Report, 72 F.R. 64710-64730 (11/16/07). DOL Proposed Rule, Reversable Contract or Arrangement under Section 408(b)(2) - Fee Disclosure, 72 F.R. 70988-71005 (12/13/07). DOL Interim Rule and Proposed Regulation (Section 2550.404-4) on Safest Available Annuity F.R. Doc E7-17743, E7-17744 (9/11/07). Proposed IRS Automatic Enollment Regulations, F.R. Doc. E7-21821 (11/7/07). Request to the Treasury Department and IRS on the application of the backloading accrual rules to hybrid pension plan conversions.
Client expense: $1,260,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, UNDETERMINED
2007 · year_end · Taxation/Internal Revenue Code
HR 2683 Pension Security Act of 2007
Client expense: Not reported · Firm income: $80,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2007 · year_end · Retirement
Regulatory Treasury/IRS guidance on hybrid plans including backloading Treasury/IRS guidance on combined plan limit Treasury/IRS/DOL final regulations and other guidance on 403(b) plans Treasury/IRS proposed regulations on single employer plan funding, benefit restrictions, interest rate modifications and mortality tables Treasury/IRS proposed regulations on automatic enrollment contributions Treasury/IRS proposed regulations on health, long term care and disability insurance in a qualified plan Treasury/IRS guidance on 409A and deferred compensation Treasury/IRS transition relief and guidance on 409A corrections Treasury/IRS guidance on nonqualified deferred compensation Section 162 (m) Treasury/IRS guidance on normal retirement age Treasury/IRS proposed guidance on 204(h) notices Treasury/IRS guidance on employer stock diversification DOL proposed regulations on PPA disclosure penalties DOL proposed regulations on selection of annuity providers for individual account plans DOL RFI on 401(k) plan fee and expense disclosure DOL proposed 408(b)(2) regulations for fee disclosure requirements DOL/ERISA Advisory Council Working Groups on participant defined contribution plan benefit statements, financial literacy, participant defined benefit plan statements, fiduciary responsibilities and revenue sharing DOL final regulations and other guidance on Form 5500 DOL final guidance and follow-up on qualified default investment alternative arrangements PBGC proposed regulations to change the variable rate premium (VRP) PBGC proposed guidance related to PPA implementation Shareholder Votes on Executive Compensation Act (H.R. 1257) Tax Equity for Health Plan Beneficiaries Act of 2007 (H.R. 1820) Farm Nutrition and Bioenergy Act of 2007, Food & Energy Security Act of 2007, title as passed (H.R. 2419) Pension Security Act of 2007 (H.R. 2683) Alternative Investments, Amending Internal Revenue Code provisions taxing partnerships involving alternative investments (H.R. 2785) Lilly Ledbetter Fair Pay Act of 2007 (H.R. 2831) Alternative Investments, Treating income received by partners for performing investment management as ordinary income (H.R. 2843) Tax Responsibility Act of 2007 (H.R. 3056) Fair Disclosure for Retirement Security Act of 2007 (H.R. 3185) ADA Restoration Act of 2007 (H.R. 3195) Mutual Fund Fee Reform Act (H.R. 3225) Pension Protection Technical Corrections Act of 2007 (H.R. 3361) Long-Term Care Affordability and Security Act of 2007 (H.R. 3363) Commission on the Tax Treatment of Hedge Funds and Private Equity Act of 2007 (H.R. 3417) Protecting Employees and Retirees in Business Bankruptcies Act of 2007 (H.R. 3652) Defined Contribution Plan Fee Transparency Act of 2007 (H.R. 3765) Bill to Delay the Effective Date of the PPA Funding Rules (H.R. 3868) Tax Reduction and Reform Act of 2007 (H. R. 3970) Offshore Deferred Compensation Reform Act of 2007 (H.R. 3923) The Temporary Tax Relief Act of 2007/Tax Increase Prevention Act of 2007 (H.R. 3996) Defenders of Freedom Tax Relief Act of 2007/Heroes Earnings Assistance and Tax Relief Act of 2007 – title as passed (H.R. 3997) AMT Relief Act of 2007 (H.R. 4351) Senate Tax Equity for Domestic Partner and Health Plan Beneficiaries Act (S. 1556) Defenders of Freedom Tax Relief Act of 2007 (S. 1593) Alternative Investments, Amending Internal Revenue Code provisions taxing partnerships involving alternative investments (S. 1624) Restoring Pension Promises to Workers Act (S. 1725) Fair Pay Restoration Act (S. 1843) Americans with Disabilities Act Restoration Act of 2007 (S. 1881) Pension Protection Technical Corrections Act of 2007 (S. 1974) Independent Contractor Proper Classification Act of 2007 (S. 2044) Protecting Employees and Retirees in Business Bankruptcies Act of 2007 (S. 2092) Offshore Deferred Compensation Reform Act of 2007 (S. 2199) Long-Term Care Affordability and Security Act of 2007 (S. 2337) Defined Contribution Fee Disclosure Act of 2007 (S. 2473) Small Business Tax Relief Act/Children’s Health Insurance (CHIP) Reauthorization Act of 2007, title as passed (H.R. 976)
Client expense: $200,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of, White House Office
2007 · year_end · Retirement
HR 2683- Pension Security Act of 2007 (all provisions)
Client expense: $2,970,628 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2007 · year_end · Homeland Security
* H.R. 2683, Making Appropriations for the Department of Homeland Security for the fiscal year ending September 30, 2008 and for other purposes - as it pertains to Unmanned Aerial Vehicles and Synthetic Aperture Radars. S. 1644, Making Appropriations for the Department of Homeland Security for the fiscal year ending September 30, 2008, and other purposes - as it pertains to Unmanned Aerial Vehicles and Synthetic Aperture Radars. H.R. 2683, Making Appropriations for the Department of Homeland Security for the fiscal year ending September 30, 2008 and for other purposes - as it pertains to Unmanned Aerial Vehicles and Synthetic Aperture Radars. S. 1644, Making Appropriations for the Department of Homeland Security for the fiscal year ending September 30, 2008, and other purposes - as it pertains to Unmanned Aerial Vehicles and Synthetic Aperture Radars.
Client expense: $1,500,000 · Firm income: Not reported
Government targets: Defense, Dept of (DOD), Energy, Dept of, Federal Railroad Administration, Federal Transit Administration (FTA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Natl Security Agency (NSA), Office of Management & Budget (OMB), Office of Science & Technology Policy (OSTP), SENATE, State, Dept of (DOS), Transportation, Dept of (DOT)
2007 · year_end · Budget/Appropriations
HR 2683, S. 1644 FY 2008 Homeland Appropriations Legislation; HR 2643, S. 1696 FY 2008 Interior Appropriations Legislation; HR 3043, S. 1710 FY 2008 Labor, HHS, Education and Related Agencies Appropriations; HR 3161, S. 1859 FY 2008 Agriculture, Rural Development, FDA, and Related Agencies Appropriations
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2007 · year_end · Retirement
Legislation relating to Retirement Security - H.R. 2683, H.R. 2657, H.R. 2255, H.R. 3361, H.R. 4839, S. 1974, S. 2374
Client expense: Not reported · Firm income: $100,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2007 · year_end · Financial Institutions/Investments/Securities
Regulation of hedge fund managers, including HR 2586, the "Securities and Exchange Commission Authority Restoration Act of 2007;" S 1402, the "Hedge Fund Registration Act of 2007;" and HR 2683, the "Pension Security Act of 2007."
Client expense: Not reported · Firm income: $120,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2007 · mid_year · Retirement
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional sudies affecting hedge funds and other alternative investment vehicles. H.R. 2683 Pension Security Act of 2007.
Client expense: $300,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2007 · mid_year · Retirement
S. 1010, “Retirement Security for Life Act of 2007” - A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 1141, “Automatic IRA Act of 2007” - A bill to amend the Internal Revenue Code of 1986 to allow employees not covered by qualified retirement plans to save for retirement through automatic payroll deposit IRAs, to facilitate similar saving by the self-employed, and for other purposes. S. 1288, “Women’s Retirement Security Act of 2007” - A bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to increase the retirement security of women and small business owners, and for other purposes. S. 1725, "Restoring Pension Promises to Workers Act". S. 1974, "Pension Protection Technical Corrections Act of 2007". H.R. 2167, “Automatic IRA Act of 2007” (H.R. 2167, S. 1141) - A bill to amend the Internal Revenue Code of 1986 to allow employees not covered by qualified retirement plans to save for retirement through automatic payroll deposit IRAs, to facilitate similar saving by the self-employed, and for other purposes. H.R. 2205, “Retirement Security for Life Act of 2007” - A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. H.R. 2683, "Pension Security Act of 2007". H.R. 3185, "401(k) Fair Disclosure for Retirement Security Act of 2007". H.R. 3361, "Pension Protection Technical Corrections Act of 2007". DOL Qualified Default Investment Options Proposed Regulation. DOL Request for Information, Fee and Expense Disclosures to Participants in Individual Account Plans, 72 F.R. 20457-20460 (4/25/07). DOL Proposed Rule, Default Investment Alternatives Under Participant Directed Invidual Account Plans, 71 F.R. 56805-56824 (9/27/06). DOL Request for Information, IRA Investment Advice, 71 F.R.70427 (12/4/06). See Addendum
Client expense: $1,440,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2007 · mid_year · Retirement
HR 2683- Pension Security Act of 2007 (all provisions)
Client expense: $3,129,166 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2007 · mid_year · Budget/Appropriations
HR 2683, S. 1644 FY 2008 Homeland Appropriations Legislation; HR 2643, S. 1696 FY 2008 Interior Appropriations Legislation; HR 3043, S. 1710 FY 2008 Labor, HHS, Education and Related Agencies Appropriations; HR 3161, S. 1859 FY 2008 Agriculture, Rural Development, FDA, and Related Agencies Appropriations
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2007 · mid_year · Taxation/Internal Revenue Code
HR 2683 Pension Security Act of 2007
Client expense: Not reported · Firm income: $80,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2007 · mid_year · Retirement
S. 190 - To provide a technical correction to the Pension Protection Act of 2006. - Entire bill S. 206 - Social Security Fairness Act of 2007 - Entire bill S. 349 - Small Business and Work Opportunity Act of 2007. - Entire bill S. 709 - Older Worker Opportunity Act of 2007. - Entire bill S. 1040: Tax Simplification Act of 2007 - Entire bill S. 1141: Automatic IRA Act of 2007 - Entire bill S. 1208: Social Security Account Number Protection Act - Entire bill S. 1288: Women's Retirement Security Act of 2007 - Entire bill HR 82: Social Security Fairness Act of 2007 - Entire bill HR 531: Retirement Security Education Act of 2007 - Entire bill HR 1322: Emergency Retiree Health Benefits Protection Act of 2007 - Entire bill HR 2002: Individual Social Security Investment Program Act of 2007 - Entire bill HR 2167: Automatic IRA Act of 2007 - Entire bill HR 2657: Employee Benefits Protection Act of 2007 - Entire bill HR 2683: Pension Security Act of 2007 - Entire bill
Client expense: $1,950,959 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Army, Dept of (Corps of Engineers), Council on Environmental Quality (CEQ), Energy, Dept of, Environmental Protection Agency (EPA), Federal Energy Regulatory Commission (FERC), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Interior, Dept of (DOI), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Office of Management & Budget (OMB), Pension & Welfare Benefits Administration, Pension Benefit Guaranty Corporation (PBGC), SENATE, Transportation, Dept of (DOT), Treasury, Dept of, White House Office
2007 · mid_year · Taxation/Internal Revenue Code
Pension reform HR. 2683, HR 1661, HR 3185, HR 3361, HR 3200, HR 3189, HR 3170, HR 2831 S 1357, S. 1974
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2007 · mid_year · Retirement
Small Business and Work Opportunity Act (H.R. 2) Shareholder Votes on Executive Pay Act (H.R. 1257) Technical Corrections on Pension Protection Act (not yet introduced) Women’s Retirement Security Act (S. 1288) U.S. Troop Readiness, Veterans’ Care, Katrina Recovery and Iraq Accountability Appropriations Act (H.R. 2206) The Pension Security Act (H.R. 2683) Defenders of Freedom Tax Relief Act (S. 1593) Ledbetter Fair Pay Act (H.R. 2831) Fair Pay Restoration Act (S. 1843) Restoring Pension Promises to Workers Act (S. 1725) Social Security Privacy and Identity Theft Prevention Act (H.R. 3046) Tax Collection Responsibility Act (H.R. 3056) Social Security Numbers Protection Act (H.R. 948) Regulatory DOL guidance on Form 5500 IRS/Treasury guidance on funding under Pension Protection Act IRS/Treasury guidance on distributions under Pension Protection Act DOL guidance on cross-trading statutory exemption IRS/Treasury/DOL guidance on non-spouse beneficiary rollovers IRS/Treasury guidance on deductibility of plan contributions IRS/Treasury guidance on employer stock diversification IRS/Treasury guidance on 415 IRS/Treasury guidance on Roth 401(k)s DOL guidance on qualified domestic relations orders IRS/Treasury guidance on permissible benefits in defined benefit plans IRS/Treasury guidance on phased retirement and age 62 distributions PBGC variable rate premium guidance IRS/Treasury guidance on mortality tables IRS/Treasury guidance on safe harbor 401(k) plans DOE contractor benefits policy IRS/Treasury Guidance on 409A and deferred compensation IRS Guidance on cash balance and other hybrid defined benefit plans DOL guidance on participant fee disclosure Small Business Tax Relief Act (H.R. 976)
Client expense: $240,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of, White House Office