Pension Protection Technical Corrections Act of 2008
Legislative Progress
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0
score
0 actions · 0 new cosponsors · 0 votes
Speed vs cohort
94pct
241d open
vs 7,255 other HR bills in the 110th — cohort avg 47d
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Sources: Congress.gov
2009 · first_quarter · Retirement
HR 897: LONG-TERM CARE AND RETIREMENT SECURITY ACT OF 2009; LTC IN CAFETERIA AND FSA; ABOVE THE LINE DEDUCTIONS FOR LTC PREMIUMS HR 1424: EMERGENCY ECONOMIC STABILIZATION ACT OF 2008; EXECUTIVE COMMISSION RESTRICTIONS AND 401 (K) ASSET RECOVERY HR 1721/S 697: COMMUNITY LIVING ASSISTANCE SERVICES AND SUPPORTS ACT; REFORM OF LTC FINANCING HR 1961: SAVINGS FOR AMERICAN FAMILIES' FUTURE ACT OF 2009; SAVER'S CREDIT HR 2419: FARM BILL EXTENSION ACT OF 2007; ROTH TREATMENTS FOR 457 CONTRACTS HR 2831: LEDBETTER FAIR PAY ACT OF 2007; CIVIL PENALTY IMPACT ON RETIREMENT PLANS HR 3185: FAIR DISCLOSURE FOR RETIREMENT SECURITY ACT OF 2007; RETIREMENT PLAN FEE DISCLOSURE HR 3361: PENSION PROTECTION TECHNICAL CORRECTIONS ACT OF 2007; TECHNICAL CORRECTIONS TO PPA HR 3765: DEFINED CONTRIBUTION PLAN FEE TRANSPARENCY ACT OF 2007; RETIREMENT PLAN FEE DISCLOSURE HR 3997: HEROES EARNINGS ASSISTANCE AND RELIEF TAX ACT OF 2007; MILITARY ACCESS TO RETIREMENT MONIES HR 5160: SMALL BUSINESSES ADD VALUES FOR EMPLOYEES ACT OF 2008; EXPAND PENSION COVERAGE HR 6143: PENSION PROTECTION ACT ERISA AMENDMENTS OF 2008; RETIREMENT PLAN MODIFICATION HR 6357: PRO (TECH) T ACT OF 2008; PROTECTING RECORDS; OPTIMIZING TREATMENTS; EASING COMMUNICATIONS THROUGH HEALTHCARE TECHNOLOGY; ALL PROVISIONS HR 6382: PENSION PROTECTION TECHNICAL CORRECTIONS ACT OF 2008; RETIREMENT PLAN MODICIATIONS HR 6708/S 3278: TO AMEND THE INTERNAL REVENUE CODE OF 1986 TO PROVIDE THAT NO LOAN MAY BE MADE FROM A QUALIFIED EMPLOYER PLAN USING REVOLVING CREDIT ARRANGEMENTS AND TO LIMIT THE NUMBER OF LOANS THAT MAY BE MADE FROM A QUALIFIED EMPLOYER PLAN TO A PARTICIPANT OR BENEIFICARY; LIMIT ON WITHDRAWAL OF RETIREMENT PLANS HR 3765: DEFINED CONTRIBUTION PLAN FEE TRANSPARENCY ACT OF 2007; RETIREMENT PLAN FEE DISCLOSURE HR 7242: PENSION PROTECTION ACT IRC AMENDMENTS OF 2008; LTC AND ANNUITY CLARIFICATION; TAX FREE EXCHANGE PROVISIONS OF LTC HR 7327: WORKER, RETIREE, AND EMPLOYER RECOVERY ACT OF 2008; RETIRMENT PLAN MODIFICATION SCR 13: AN ORIGINIAL CONCURRENT RESOLUTION SETTING FORTH THE BUDGET FOR THE UNITED STATES GOVERNMENT FOR FISCAL YEAR 2010; SAVER'S CREDIT; AUTO IRA'S. S 207: HEALTH INSURANCE TAX RELIEF ACT; ALLOW LONG TERM CARE INSURANCE TO BE OFFERED IN EMPLOYER SPONSORED CAFETERIA PLANS AND FSA. S 401: DEFINED CONTRIBUTION FEE DISCLOSURE ACT OF 2009; 401 (K) FEE DISCLOSURE S 434: EMPOWERED AT HOME ACT OF 2009; ALLOW ABOVE THE LINE TAX DEDUCTION FOR LTC PREMIUMS; ALLOW LTC TO BE OFFERED IN CAFETERIA/FSA PLANS S 1087: FAIR PAY ACT OF 2007; CIVIL PENALTY IMPACT ON RETIREMENT PLANS S 1974: PENSION PROTECTION TECHNICAL CORRECTIONS ACT OF 2007; TECHNICAL CORRECTIONS TO PPA S 2473: DEFINED CONTRIBUTION FEE DISCLOSURE ACT OF 2007; RETIREMENT PLAN FEE DISCLOSURE
Client expense: $400,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2009 · first_quarter · Taxation/Internal Revenue Code
H.R 2419, Food, Conservation and Energy Act of 2008; implementation of provisions related to agriculture and farmer cooperatives. H.R. 6124, Food, Conservation and Energy Act of 2008; implementation of provisions related to agriculture and farmer cooperatives H.R. 1158, Biogas Production Incentive Act of 2009; provisions relating to agriculture and farmer cooperatives. H.R. 907, Amending IRS code to provide for a livestock energy investment credit. S 306, Biogas Production Incentive Act of 2009; provisions relating to agriculture and farmer cooperatives. H.R. 1, American Recovery and Re-investment Act of 2009; provisions relating to agriculture and farmer cooperatives. H.R. 598, Stimulus bill; provisions relating to agriculture and farmer cooperatives. HR 3361, Pension Protection Technical Corrections Act of 2008; provisions related to agriculture and cooperatives. HR 1424, Emergency Economic Stabilization Act of 2008; provisions relating to agriculture and farmer cooperatives.
Client expense: $76,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Army, Dept of (Corps of Engineers), Commerce, Dept of (DOC), Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Office of Management & Budget (OMB), SENATE, Transportation, Dept of (DOT), Treasury, Dept of
2009 · first_quarter · Retirement
HR 897: LONG-TERM CARE AND RETIREMENT SECURITY ACT OF 2009; LTC IN CAFETERIA AND FSA; ABOVE THE LINE DEDUCTIONS FOR LTC PREMIUMS HR 1424: EMERGENCY ECONOMIC STABILIZATION ACT OF 2008; EXECUTIVE COMMISSION RESTRICTIONS AND 401 (K) ASSET RECOVERY HR 1721/S 697: COMMUNITY LIVING ASSISTANCE SERVICES AND SUPPORTS ACT; REFORM OF LTC FINANCING HR 1961: SAVINGS FOR AMERICAN FAMILIES' FUTURE ACT OF 2009; SAVER'S CREDIT HR 2419: FARM BILL EXTENSION ACT OF 2007; ROTH TREATMENTS FOR 457 CONTRACTS HR 2831: LEDBETTER FAIR PAY ACT OF 2007; CIVIL PENALTY IMPACT ON RETIREMENT PLANS HR 3185: FAIR DISCLOSURE FOR RETIREMENT SECURITY ACT OF 2007; RETIREMENT PLAN FEE DISCLOSURE HR 3361: PENSION PROTECTION TECHNICAL CORRECTIONS ACT OF 2007; TECHNICAL CORRECTIONS TO PPA HR 3765: DEFINED CONTRIBUTION PLAN FEE TRANSPARENCY ACT OF 2007; RETIREMENT PLAN FEE DISCLOSURE HR 3997: HEROES EARNINGS ASSISTANCE AND RELIEF TAX ACT OF 2007; MILITARY ACCESS TO RETIREMENT MONIES HR 5160: SMALL BUSINESSES ADD VALUES FOR EMPLOYEES ACT OF 2008; EXPAND PENSION COVERAGE HR 6143: PENSION PROTECTION ACT ERISA AMENDMENTS OF 2008; RETIREMENT PLAN MODIFICATION HR 6357: PRO (TECH) T ACT OF 2008; PROTECTING RECORDS; OPTIMIZING TREATMENTS; EASING COMMUNICATIONS THROUGH HEALTHCARE TECHNOLOGY; ALL PROVISIONS HR 6382: PENSION PROTECTION TECHNICAL CORRECTIONS ACT OF 2008; RETIREMENT PLAN MODICIATIONS HR 6708/S 3278: TO AMEND THE INTERNAL REVENUE CODE OF 1986 TO PROVIDE THAT NO LOAN MAY BE MADE FROM A QUALIFIED EMPLOYER PLAN USING REVOLVING CREDIT ARRANGEMENTS AND TO LIMIT THE NUMBER OF LOANS THAT MAY BE MADE FROM A QUALIFIED EMPLOYER PLAN TO A PARTICIPANT OR BENEIFICARY; LIMIT ON WITHDRAWAL OF RETIREMENT PLANS HR 3765: DEFINED CONTRIBUTION PLAN FEE TRANSPARENCY ACT OF 2007; RETIREMENT PLAN FEE DISCLOSURE HR 7242: PENSION PROTECTION ACT IRC AMENDMENTS OF 2008; LTC AND ANNUITY CLARIFICATION; TAX FREE EXCHANGE PROVISIONS OF LTC HR 7327: WORKER, RETIREE, AND EMPLOYER RECOVERY ACT OF 2008; RETIRMENT PLAN MODIFICATION SCR 13: AN ORIGINIAL CONCURRENT RESOLUTION SETTING FORTH THE BUDGET FOR THE UNITED STATES GOVERNMENT FOR FISCAL YEAR 2010; SAVER'S CREDIT; AUTO IRA'S. S 207: HEALTH INSURANCE TAX RELIEF ACT; ALLOW LONG TERM CARE INSURANCE TO BE OFFERED IN EMPLOYER SPONSORED CAFETERIA PLANS AND FSA. S 401: DEFINED CONTRIBUTION FEE DISCLOSURE ACT OF 2009; 401 (K) FEE DISCLOSURE S 434: EMPOWERED AT HOME ACT OF 2009; ALLOW ABOVE THE LINE TAX DEDUCTION FOR LTC PREMIUMS; ALLOW LTC TO BE OFFERED IN CAFETERIA/FSA PLANS S 1087: FAIR PAY ACT OF 2007; CIVIL PENALTY IMPACT ON RETIREMENT PLANS S 1974: PENSION PROTECTION TECHNICAL CORRECTIONS ACT OF 2007; TECHNICAL CORRECTIONS TO PPA S 2473: DEFINED CONTRIBUTION FEE DISCLOSURE ACT OF 2007; RETIREMENT PLAN FEE DISCLOSURE
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 · second_quarter · Retirement
HR 82 - Social Security Fairness Act of 2007 S 206 - Social Security Fairness Act of 2007 HR 3361 - Pension Protection Technical Corrections Act of 2008
Client expense: $311,546 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Client expense: $410,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · second_quarter · Taxation/Internal Revenue Code
HR 6049 - Renewable Energy and Job Creation Act HR 6409 - To Amend the Internal Revenue Cose of 1986 to extend the credit for electicity produced from certain renewable resources. HR 82 - Social Security Fairness Act of 2007 HR 5719 - Taxpayer Assistance and Simplification Act of 2008 Proposal for Economic Stmulus S 2668 - Modernize Our Bookkeeping In the Law for Employee's Cell Phone Act of 2008 HR 3361 - Pension Protection Technical Corrections Act of 2008 S 4125 - Energy Independence and Tax Relief Act of 2008 IRS Notice 2008-62 Senate Amendment 709 HR 6019 - Energy and Tax Extenders Act of 2008
Client expense: $311,546 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · first_quarter · Retirement
S. 1010 - Retirement Security for Life Act of 2007; S. 1141 - Automatic IRA Act of 2007; S. 1725 - Restoring Pension Promises to Workers Act; S. 2473 - Defined Contribution Fee Disclosure Act of 2007; HR 2205 - Retirement Security for Life Act of 2007; HR 4150 - Lifetime Pension Annuity for You Act of 2007; HR 3185 - 401(k) Fair Disclosure for Retirement Security Act of 2007; HR 2167 - Automatic IRA Act of 2007; HR 3765 - Defined Contribution Plan Fee Transparency Act of 2007; HR 3361 - Pension Protection Technical Correction Act of 2007 - provisions related to guaranteed lifetime income.
Client expense: Not reported · Firm income: $45,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · third_quarter · Retirement
S. 1141, the Automatic IRA Act of 2007(all provisions) H.R. 2167, the Automatic IRA Act of 2007(all provisions) H.R. 3185, the 401(k) Fair Disclosure for Retirement Security Act of 2007 (all provisions) S.2473, the Defined Contribution Fee Disclosure Act of 2007 S. 3268, the Commodity Markets Transparency and Accountability Act of 2008 (provisions to restrict commodity investments by pension funds) H.R. 3361, Pension Protection Technical Corrections Act of 2008 H.R. 6604, the Commodity Markets Transparency and Accountability Act of 2008 (provisions to restrict commodity investments by pension funds) Pension Protection Act Implementation (all provisions, including rules for Type III supporting organizations) 401(K) Fee Transparency
Client expense: $2,340,000 · Firm income: Not reported
Government targets: Defense, Dept of (DOD), Federal Reserve System, HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), Justice, Dept of (DOJ), Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Social Security Administration (SSA), Treasury, Dept of, White House Office
2008 · second_quarter · Taxation/Internal Revenue Code
H.R. 6 - Energy Independence Security Act of 2007; H.R. 878 & S. 601 - broker reporting; H.R. 1509 & S. 940 - Subpart F; H.R. 2136, H.R. 2345 & S. 681 - tax shelters; H.R. 3970 - tax reform/corporate tax; H.R. 3996 - Temporary Tax Relief Act of 2007; H.R. 4912 - prepaid derivatives; H.R. 5351 & S. 1508 - energy tax credit extensions; S. 2 - minimum wage; S. 349 - small business tax issues; S. 2242 - alternative energy tax incentives; (no bill number) - regulations regarding foreign tax credit & continued ... non-compulsory payments; H.R. 5160 - Small Business Adds Value for Employees Act of 2008; H.R. 2167 - Automatic IRA Act of 2007; H.R. 3361 - Pension Protection Technical Corrections Act of 2007; H.r. 6382 - Pension Protection Technical Corrections Act.
Client expense: $920,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Energy Regulatory Commission (FERC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office
2008 · first_quarter · Retirement
H.R. 1073/S. 1354, the Law Enforcement Officers Equity Act, would provide 6 (c) benefits to approximately 30,000 Federal law enforcement officers who currently do not have them; H.R. 1661/S. 1357, the Federal Law Enforcement Pension Adjustment Equity Act, would permit certain annuitants of the retirement programs of the United States Park Police and United States Secret Service Uniformed Division to receive the adjustments in pension benefits to which such annuitants would otherwise be entitled as a result of new salary schedules; H.R. 3361, the Pension Protection Technical Corrections Act, would make some technical corrections to the Pension Protection Act, which was enacted in 2006; S. 1729, the Enhanced Financial Recovery and Equitable Retirement Treatment Act, would provide Assistant U.S. Attorneys and other Federal prosecutors with enhanced law enforcement retirement benefits;
Client expense: $55,000 · Firm income: Not reported
Government targets: Federal Communications Commission (FCC), HOUSE OF REPRESENTATIVES, Justice, Dept of (DOJ), Natl Institute of Justice, SENATE, White House Office
2008 · fourth_quarter · Retirement
Social Security/Government Pension Offset. H.R. 82, S. 206, H.R. 726, H.R. 2772, H.R. 2988, S. 1254, S. 1647: proposals to modify or repeal the government pension offset and windfall elimination provisions. Social Security/Trust Funds. H.R. 4338, S. 302, H.R.219, H.R. 581, H.R. 4664, H.R. 1353: provisions relating to the establishment of a procedure safeguarding the Social Security Trust Funds; the investment of Social Security trust funds; and the budgetary treatment of Social Security trust funds. Social Security/Cost-of-Living-Adjustments. H.R. 1953, H.R. 2032, H.R. 4807, S. 2501, H.R. 5317: provisions pertaining to the development of a Consumer Price Index to reflect senior spending; the impact of Medicare premiums on Social Security cost-of-living adjustments and Social Security recipient benefit levels; and amending the Congressional Budget Act of 1974 making it out of order for Congress to reduce Social Security benefits or cost-of-living increases. Social Security/Private Accounts. H.R. 1090, H.R. 2002, H.R. 4181, S. 2765, S.Amdt. 4328: provisions to establish Social Security private accounts. Pension Security/Women and Small Businesses. H.R. 5543, S. 1288, S. 1725: provisions affecting the protection of pension benefits and the retirement security of women and small business owners. Pension Security/National Economic Downturn. H.R. 3361, S. 1974, H.R. 7327: provisions easing pension funding requirements for companies, granting seniors a temporary reprieve from required withdrawals from their tax-advantaged investment accounts, and improving spousal pension protections (extending tier two railroad retirement benefits to surviving former spouses). National Senior Volunteer Corps. H.R. 2857, H.R. 5563: provisions pertaining to reauthorizing national and community service programs benefiting older Americans.
Client expense: $250,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · second_quarter · Retirement
Pension Protection Ac of 2006; Hybrid Plans & Funding Regulations; DOL 408(b)(2) Regulation, H.R. 6604 Commodity Markets Transparency and Accountability Act of 2008; H.R. 3185 Fee Disclosure; S.1974/H.R.3361 Pension Protection Technical Corrections Act; Deferred Compensation; ERISA Preemption Issues; H.R. 5754 Employee Pension Security Act of 2008
Client expense: $60,000 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
2008 · fourth_quarter · Taxation/Internal Revenue Code
HR 3236, Energy Efficiency Improvement Act of 2007; HR 6, Energy Independence and Security Act of 2007 - provisions relating to fuel tax and impact of aircraft emissions on climate. HR 3361, Pension Protection Technical Corrections Act - provisions relating to asset smoothing for defined benefit plans. Regulatory matters relating to federal income and excise tax matters.
Client expense: $1,440,000 · Firm income: Not reported
Government targets: Federal Aviation Administration (FAA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), SENATE, Transportation, Dept of (DOT)
2008 · fourth_quarter · Taxation/Internal Revenue Code
HR 2419, Food, Conservation and Energy Act of 2008; implementation of provisions related to agriculture and farmer cooperatives. HR 6124, Food, Conservation and Energy Act of 2008; implementation of provisions related to agriculture and farmer cooperatives HR 6049, Energy and Tax Extenders Act of 2008; implementation of provisions related to agriculture and farmer cooperatives HR 3361, Pension Protection Technical Corrections Act of 2008; provisions related to agriculture and farmer cooperatives. HR 1424, Emergency Economic Stabilization Act of 2008; provisions relating to agriculture and farmer cooperatives. HR 7327, Worker, Retiree, and Employer Recovery Act of 2008; provisions relating to agriculture and farmer cooperatives.
Client expense: $75,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Army, Dept of (Corps of Engineers), Commerce, Dept of (DOC), Employment Standards Administration, Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Office of Management & Budget (OMB), SENATE, Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR)
2008 · fourth_quarter · Retirement
H.R. 3185 - 401(k) Fair Disclosure for Retirement Security Act H.R. 3765 - Defined Contribution Plan Fee Transparency Act S. 2473 - Defined Contribution Fee Disclosure Act (See addendum page) S. 1141/H.R. 2167 - Automatic IRA Act S. 1974/H.R. 3361 - Pension Protection Technical Correction Act
Client expense: $250,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · fourth_quarter · Retirement
H.R. 1073/S. 1354, the Law Enforcement Officers Equity Act, would provide 6 (c) benefits to approximately 30,000 Federal law enforcement officers who currently do not have them; H.R. 1661/S. 1357, the Federal Law Enforcement Pension Adjustment Equity Act, would permit certain annuitants of the retirement programs of the United States Park Police and United States Secret Service Uniformed Division to receive the adjustments in pension benefits to which such annuitants would otherwise be entitled as a result of new salary schedules; H.R. 3361/H.R. 6382, the Pension Protection Technical Corrections Act, would make some technical corrections to the Pension Protection Act, which was enacted in 2006; H.R. 7327, the Worker, Retiree, and Employer Recovery Act, which is a technical corrections bill making long-sought technical amendments to the Pension Protection Act (PPA)--such as the governmental defined benefits plan interest crediting rate fix and a clarification to extend the public safety retiree health exclusion to self-insured plans; S. 1729, the Enhanced Financial Recovery and Equitable Retirement Treatment Act, would provide Assistant U.S. Attorneys and other Federal prosecutors with enhanced law enforcement retirement benefits;
Client expense: $55,000 · Firm income: Not reported
Government targets: Federal Communications Commission (FCC), HOUSE OF REPRESENTATIVES, Justice, Dept of (DOJ), Natl Institute of Justice, SENATE, White House Office
2008 · fourth_quarter · Taxation/Internal Revenue Code
Retirement savings legislation. Savings proposals in The President's FY 2009 Budget, Technical Corrections to the Pension Protection Act of 2006, including H.R. 3361, H.R. 6382 and S. 1974, Pension Protection Technical Corrections Act. Proposals related to minimum required distributions, S. 1141/H.R. 2167, Automatic IRA Act, H.R. 1419/S. 819, Public Good IRA Rollover Act, H.R. 3997 Emergency Economic Stabilization Act, H.R. 5160, Small Business Add Value for Employees Act, H.R. 6143, Pension Protection Act ERISA Amendment. H.R. 1424, Emergency Economic Stabilization Act.
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · fourth_quarter · Labor Issues/Antitrust/Workplace
Department of Labor, Health & Human Services, and Education, and Related Agencies Appropriations Act; FY 09 Appropriations; HR 3361/S 1974 Pension Protection Act - Technical Corrections; HR 800/S 1031, HR 2830/S 1783 - Pensions; Independent Contractors; Partnering; HR 1644 - Re-employment of Skilled and Professional Employers & Construction Trades Workers Act; HR 4088/S 2368, Secure America Through Verification & Enforcement Act; S 2044, Proper Classification of Employees; H R 5515 - New Employee Verification Act; HR 2694/S 1244 - Protecting America's Workers Act; HR 2049/S 1244 Protecting America's Workers Act- increased penalties and oversight for employers; HR 1644, changing definition of supervisor; HR 2768 Supp. Mine Improvement Act changes to mining protection laws; HR 5522 Combustible Dust Explosion Act - changes rulemaking process for safety; HR 6220 (Amending the Workforce Investment to make non-union training programs eligible for federal funding under the "Green Jobs" program.) H.r. 7327, The Worker, Retiree, and Employer Recovery Act;
Client expense: $120,000 · Firm income: Not reported
Government targets: Education, Dept of, Environmental Protection Agency (EPA), Federal Highway Administration (FHA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Occupational Safety & Health Administration (OSHA), SENATE, State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Agency for International Development (USAID), White House Office
2008 · fourth_quarter · Retirement
H.R. 3361, Pension Protection Technical Corrections Act of 2007; H.R. 3185, Fair Disclosure for Retirement Security Act of 2007; impact of Bankruptcy on airline employees' retirement security; S. 1974, Pension Protection Act Technical Correction's Act; Effect of financial crisis/stock market crash on retirement; H.R. 7327, Worker, Retiree and Employer Recovery Act of 2008.
Client expense: $373,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Justice, Dept of (DOJ), Labor, Dept of (DOL), SENATE, U.S. Trade Representative (USTR)
HR 2167/S 1141 - Automatic IRA Act of 2007; 403(b) regulatory guidance (RIN 1545-BB64/REG-155608-02); S 1010 - Retirement Security Life Act of 2007; Retiree health care issues; Default investment alternatives (RIN 1210-AB10); Investment advice; International pension issues; HR 3361/S 1974 - Pension Protection Technical Corrections Act of 2007 DOL Plan Fee Disclosure proposed regulations on 408(b)(2) - RIN 1210-AB08 DOL fiduciary requirements for disclosure on participant directed retirement plans - RIN 1210-AB07 HR 6142 - Pension Protection Act technical corrections S 2794 - Senior Investment Protection Act Easy 401(k) Plan issues Roth 457(b) issues HR 5160 - SAVE Act of 2008 Alternative assets in pension funds Retirement plan leakage issues S 3278 - To amend the Internal Revenue Code of 1986 to provide that no loan may be made from a qualified employer plan using a credit card or other intermediary and to limit the number of loans HR 7327 - The Worker, Retiree and Employer Recovery Act of 2008 Prohibited transactions exceptions DOL Annuity Selection Criteria Regulations - RIN 1210-AB19 5500 reporting standards
Client expense: $280,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Education, Dept of, Federal Reserve System, Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, White House Office
2008 · third_quarter · Retirement
H.R. 3361, Pension Protection Technical Corrections Act of 2007; H.R. 3185, Fair Disclosure for Retirement Security Act of 2007; impact of Bankruptcy on airline employees' retirement security; S. 1974, Pension Protection Act Technical Correction's Act; Effect of financial crisis/stock market crash on retirement; H.R. 7327, Worker, Retiree and Employer Recovery Act of 2008.
Client expense: $373,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Justice, Dept of (DOJ), Labor, Dept of (DOL), SENATE, U.S. Trade Representative (USTR)
2008 · fourth_quarter · Labor Issues/Antitrust/Workplace
Monitor legislative and federal activity related to the coal industry, mine safety, and pension reform. S. 1041, Employee Free Choice Act of 2007. S. 1655, Miner Health and Enhancement Act of 2007. S. 1974, Pension Protection Technical Corrections Act of 2008. S. 2263, Mine Communications Technology Innovation Act. S. 2448, Surface Mining Control and Reclamation Act of 1977 Technical Corrections Act. H.R. 576, Federal Mine Ventilation Safety Act of 2007. H.R. 800, Employee Free Choice Act of 2007. H.R. 2768, S-Miner Act. H.R. 2769, Miner Health Enhancement Act of 2007. H.R. 3361, Pension Protection Technical Corrections Act of 2008. H.R. 3486, To amend the Internal Revenue Code of 1986 to provide incentives for improving mine safety. H.R. 3877, Mine Communications Technology Innovation Act. H.R. 4353, Surface Mining Control and Reclamation Act of 1977 Technical Corrections Act. H.R. 7327, Worker, Retiree, and Employer Recovery Act of 2008.
Client expense: Not reported · Firm income: $140,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office
2008 · fourth_quarter · Retirement
H.R. 2167 - Automatic IRA Act of 2007; entire bill H.R. 2205 - Retirement Security for Life Act of 2007; entire bill H.R. 3185 - Fair Disclosure for Retirement Security Act of 2007; entire bill H.R. 3361 Workers, Retirees, and employees Recovery Act of 2008; provisions relating to required minimum distributions, Pension Protection Act of 2006 technical corrections H.R. 3765 - Defined Contribution Plan Fee Transparency Act of 2007; entire bill H.R. 4150 - Lifetime Pension Annuity for You Act of 2007; entire bill H.R. 5160 The Small Businesses Add Value for Employees Act (SAVE); entire bill H.R. 5543 - Women's Retirement Security Act of 2008; provisions relating to IRAs, DC, and required minimum distribution H.R. 6143 - Pension Protection Act ERISA Amendments of 2008; entire bill H.R. 6382 - Pension Protection Technical Corrections Act of 2008; entire bill S. 708 Health Care and Training for Older Workers; provisions relating to employer benefit programs S. 709 Older Worker Opportunity Act of 2007; provisions relating to retirement savings S. 819 Public Good IRA Rollover Act of 2007; entire bill S. 1010 - Retirement Security for Life Act of 2007; entire bill S. 1141 - Automatic IRA Act of 2007; entire bill S. 1288 - Womens Retirement Security Act of 2007; provisions relating to IRAs, DC, and required minimum distribution S. 1725 Restoring Pension Promises to Workers Act of 2007; entire bill S. 1809 Long Term Care Act; entire bill S. 1974 Pension Protection Technical Corrections Act of 2007; provisions relating to non-spousal rollovers S. 2473 Defined Contribution Fee Disclosure Act; entire bill S. 2794 - Senior Investor Protection Act of 2008; entire bill P.L. 110-458 - Worker, Retiree, and Employer Recovery Act (H.R. 7327); provisions relating to required minimum distributions and Pension Protection Act of 2006 technical corrections
Client expense: $160,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · fourth_quarter · Retirement
H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act of 2007, All provisions H.R. 3765, Defined Contribution Plan Fee Transparency Act of 2007, All provisions H.R. 2167, Automatic IRA Act of 2007 , All provisions H.R. 2205, Retirement Security for Life Act, All provisions H.R. 6143, Pension Protection Act ERISA Amendments of 2008, All provisions H.R. 3088, Long Term Care Act of 2007, All provisions H.R. 3363, Long-Term Care Affordability and Security Act of 2007, All provisions H.R. 6357, Protecting Records, Optimizing Treatment, and Easing Communication through Healthcare Technology Act of 2008, All provisions H.R.6382, Pension Technical Corrections, All provisions H.R. 3361, Pension Protection Technical Corrections Act of 2008 S. 1010 , Retirement Security for Life Act of 2007, All provisions S. 1141, Automatic IRA Act of 2007, All provisions S. 1725, Restoring Pension Promises to Workers Act, All provisions S. 1974, Pension Protection Technical Correction Act of 2007, All provisions S. 2473, Defined Contribution Fee Disclosure Act of 2007, All provisions [No Bill Number], Annuity Default Distribution Fiduciary Protection [No Bill Number], QDIA Guidance and Clarifications, All provisions [No Bill Number], Defined Benefit Risk Factor [No Bill Number], Section 408(b)(2) Disclosure, DOL Regulation [No Bill Number], Disclosure to Participants, DOL Regulation [No Bill Number], Investment Advice, DOL Regulation [No Bill Number], Defined Benefit Risk Factor, Treasury [No Bill Number], Incentives for Annuities and Guaranteed Lifetime Income in DC Plans, All provisions
Client expense: $1,710,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Executive Office of the President (EOP), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Security Council (NSC), SENATE, State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
2008 · fourth_quarter · Taxation/Internal Revenue Code
HR. 2138, R&D tax credit extension 5/07 S. 41, R&D tax credit extension 1/07 S. 41, S. 2209, HR. 1712, R&E tax credit 2007 - all three Tax treaties with Iceland, Bulgaria and Canada H.R. 1424 - Emergency Economic Stabilizaton Act of 2008 H.R. 3997 - Emergency Economic Stabilizaton Act of 2008 S. 1974, H.R. 3361 - Pension technicals
Client expense: $3,250,000 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), Defense, Dept of (DOD), Executive Office of the President (EOP), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Patent & Trademark Office (PTO), SENATE, State, Dept of (DOS), Treasury, Dept of, Veterans Affairs, Dept of (VA)
2008 · fourth_quarter · Retirement
S. 1141, the Automatic IRA Act of 2007(all provisions) H.R. 2167, the Automatic IRA Act of 2007(all provisions) H.R. 3185, the 401(k) Fair Disclosure for Retirement Security Act of 2007 (all provisions) S.2473, the Defined Contribution Fee Disclosure Act of 2007 S. 3268, the Commodity Markets Transparency and Accountability Act of 2008 (provisions to restrict commodity investments by pension funds) H.R. 3361, Pension Protection Technical Corrections Act of 2008 H.R. 6604, the Commodity Markets Transparency and Accountability Act of 2008 (provisions to restrict commodity investments by pension funds) H.R. 7327, the Worker, Retiree, and Employer Recovery Act of 2008 (all provisions) Pension Protection Act Implementation (all provisions, including rules for Type III supporting organizations) 401(K) Fee Transparency
Client expense: $1,930,000 · Firm income: Not reported
Government targets: Defense, Dept of (DOD), Federal Reserve System, HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), Justice, Dept of (DOJ), Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Social Security Administration (SSA), Treasury, Dept of, White House Office
2008 · fourth_quarter · Taxation/Internal Revenue Code
HR 3236, Energy Efficiency Improvement Act of 2007; HR 6, Energy Independence and Security Act of 2007 - provisions relating to fuel tax and impact of aircraft emissions on climate. HR 3361, Pension Protection Technical Corrections Act - provisions relating to asset smoothing for defined benefit plans. Regulatory matters relating to federal income and excise tax matters.
Client expense: $1,440,000 · Firm income: Not reported
Government targets: Federal Aviation Administration (FAA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), SENATE, Transportation, Dept of (DOT)
2008 · fourth_quarter · Taxation/Internal Revenue Code
Retirement savings legislation. Savings proposals in The President's FY 2009 Budget, Technical Corrections to the Pension Protection Act of 2006, including H.R. 3361, H.R. 6382 and S. 1974, Pension Protection Technical Corrections Act. Proposals related to minimum required distributions, S. 1141/H.R. 2167, Automatic IRA Act, H.R. 1419/S. 819, Public Good IRA Rollover Act, H.R. 3997 Emergency Economic Stabilization Act, H.R. 5160, Small Business Add Value for Employees Act, H.R. 6143, Pension Protection Act ERISA Amendment. H.R. 1424, Emergency Economic Stabilization Act.
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · fourth_quarter · Retirement
HR 6382, Pension Protection and Technical Corrections Act of 2008, Title I: pension technical corrections HR 3361, Pension Protection and Technical Corrections Act of 2008, Sec. 2-13, pension technical corrections S. 1974, Pension Protection and Technical corrections Act of 2008, Sec. 2-14, pension technical corrections HR 3361, Worker, Retiree & Employer Recovery Act of 2008, Sec. 101-112, pension technical corrections; HR 3361, Worker, Retiree & Employer Recovery Act of 2008, Sec. 202, Transition Rule clarification; Sec. 204, multiemployer endangered status; Sec. 205, Extend funding improvement plan. HR 7327, Worker, Retiree & Employer Recovery Act of 2008
Client expense: $1,580,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), HOUSE OF REPRESENTATIVES, SENATE
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
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · fourth_quarter · Labor Issues/Antitrust/Workplace
Monitor legislative and federal activity related to the coal industry, mine safety, and pension reform. S. 1041, Employee Free Choice Act of 2007. S. 1655, Miner Health and Enhancement Act of 2007. S. 1974, Pension Protection Technical Corrections Act of 2008. S. 2263, Mine Communications Technology Innovation Act. S. 2448, Surface Mining Control and Reclamation Act of 1977 Technical Corrections Act. H.R. 576, Federal Mine Ventilation Safety Act of 2007. H.R. 800, Employee Free Choice Act of 2007. H.R. 2768, S-Miner Act. H.R. 2769, Miner Health Enhancement Act of 2007. H.R. 3361, Pension Protection Technical Corrections Act of 2008. H.R. 3486, To amend the Internal Revenue Code of 1986 to provide incentives for improving mine safety. H.R. 3877, Mine Communications Technology Innovation Act. H.R. 4353, Surface Mining Control and Reclamation Act of 1977 Technical Corrections Act. H.R. 7327, Worker, Retiree, and Employer Recovery Act of 2008.
Client expense: $1,490,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · fourth_quarter · Retirement
H.R. 3185, 401(K) Fair Disclosure for Retirement Security Act of 2007; S. 2473, Defined Contribution Fee Disclosure Act of 2007; H.R. 3361, Pension Protection Technical Corrections Act; H.R. 7327, Worker, Retiree, and Employer Recovery Act, issues related to fees included in retirement savings plans; issues related to pension policy and impact on insurance and financial services.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · fourth_quarter · Taxation/Internal Revenue Code
H.R.1419/S.819 Public Good IRA Rollover Act of 2007 - To expand tax-free taxpayer donations and contributions from IRAs; H.R.1524/S. 548 Artist-Museum Partnership Act - To allow artists a fair market-value deducation for charitable contributions of literary, musical, artistic or scholarly works created by the donor; H.R.3361/S.1974 - Pension Protection Technical Corrections Act of 2007 - To extend IRA Rollover provision and make corrections to fractional gifts provisions. Form 990 Revision.
Client expense: $16,723 · Firm income: Not reported
Government targets: Education, Dept of, HOUSE OF REPRESENTATIVES, Institute of Museum and Library Services (IMLS), Internal Revenue Service (IRS), Library of Congress (LOC), Natl Endowment for the Arts, Natl Endowment for the Humanities, Natl Institutes of Health (NIH), Natl Park Service (NPS), Natl Science Foundation (NSF), SENATE, State, Dept of (DOS), Treasury, Dept of
2008 · fourth_quarter · Railroads
Federal tax incentives and support for railroads and increased highway safety (H.R. 1195, H.R. 1584, S. 881, H.R. 3361. S. 2886. H.R. 2095).
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
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".
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 · third_quarter · Retirement
H.R. 3185 - 401(k) Fair Disclosure for Retirement Security Act H.R. 3765 - Defined Contribution Plan Fee Transparency Act S. 2473 - Defined Contribution Fee Disclosure Act (See addendum page) S. 1141/H.R. 2167 - Automatic IRA Act S. 1974/H.R. 3361 - Pension Protection Technical Correction Act
Client expense: $250,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · fourth_quarter · Labor Issues/Antitrust/Workplace
Registered Nurse Safe Staffing Act of 2007 (H.R.4138); Fairness Nursing Home Arbitration (S.2838)Pension Relief Legislation (HR 3361, HR 7327)
Client expense: $360,000 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE
2008 · fourth_quarter · Retirement
H.R. 5160, Small Business Add Value for Employers Act of 2008; H.R. 6143, The Pension Protection Act - ERISA Amendments of 2008; H.R. 3361, Pension Protection Technical Corrections Act of 2008.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2008 · fourth_quarter · Retirement
Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, S. 1974, The Pension Protection Technical Corrections Act, H.R. 6143, Pension Protection Act ERISA Amendments, and H.R. 7327, The Worker, Retirement, and Employer Recovery Act. Proposals related to older workers' incentives. Proposals related to hybrid pension plan guidance, including application of the backloading rules. Proposals related to reform of the minimum required distribution rules. Proposals related to mandatory savings accounts. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 3765, The Defined Contribution Fee Transparency Act, H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act, and S. 2473, Defined Contribution Fee Disclosure Act. S. 1288, Women's Retirement Security Act. H.R. 2831/S. 1843, The Lilly Ledbetter Fair Pay Act. Proposals related to asset averaging/smoothing rules of the Pension Protection Act of 2006. H.R. 3868, a bill to delay The Pension Protection Act defined benefit funding rules. Proposals relating to defined benefit plan funding, including H.R. 7327, The Worker, Retiree, and Employer Recovery Act. Proposal to expand Code Section 401(h) to apply to all types of defined contribution plans. S. 1141/H.R. 2167, Automatic IRA Act of 2007. H.R. 5160, Small Business Add Value for Employees Act. Proposals related to expansion of Internal Revenue Code Section 420. Proposals related to retirement plan leakage. H.R. 3997, Emergency Economic Stabilization Act. Proposals for comprehensive pension and retirement savings legislation. Proposals related to qualfied supplemental executive retirement plans. Retirement plan reform proposals stemming from economic downturn and market decline. Proposed regulations under ERISA section 408(b)(2) addressing retirement plan service provider fee disclosure.
Client expense: Not reported · Firm income: $80,000
Government targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE, Treasury, Dept of, White House Office
2008 · fourth_quarter · Retirement
S. 1288, Women's Retirement Security Act. H.R. 2167/S.1141, Automatic IRA Act of 2007. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act, H.R. 3765, The Defined Contribution Fee Transparency Act, and S. 2473, Defined Contribution Fee Disclosure Act. Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, S. 1974, Pension Protection Protection Technical Corrections Act, H.R. 6143, Pension Protection Act ERISA Amendments, and H.R. 7327, Worker, Retiree, and Employer Recovery Act. H.R. 3868, a bill to delay the Pension Protection Act defined benefit funding rules for one year. Proposals related to retirement plan leakage, including S. 3278/H.R. 6708, legislation restricting qualified plan loans. Proposals for comprehensive pension and retirement savings legislation. Proposals related to defined benefit plan funding, including H.R. 7327, Worker, Retiree, and Employer Recovery Act. Proposals related to reform of the required minimum distribution rules, including H.R. 7327, Worker, Retiree, and Employer Recovery Act.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · fourth_quarter · Retirement
Proposals related to hybrid pension plan guidance. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act, H.R. 3765, The Defined Contribution Fee Transparency Act and S. 2473, Defined Contribution Fee Disclosure Act. Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, S. 1974, Pension Protection Technical Corrections Act, and H.R. 7327, Worker, Retiree, and Employer Recovery Act. Proposals requiring employers to offer mandatory payroll deduction Individual Retirement Accounts, including S. 1141/H.R. 2167, Automatic IRA Act of 2007. H.R. 5160, Small Business Add Value for Employees Act. Proposals related to retirement plan leakage. Proposals to expand retirement plan coverage. Proposals for comprehensive pension and retirement savings legislation. Proposals related to defined benefit plan funding, including H.R. 7327, Worker, Retiree, and Employer Recovery Act.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · fourth_quarter · Retirement
H.R. 7327, Worker, Retiree, and Employer Recovery Act & H.R. 3361, Pension Protection Technical Corrections Act, issues related to pension funding requirements.
Client expense: Not reported · Firm income: $60,750
Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE
2008 · fourth_quarter · Retirement
Pension funding & design reform; non qualified deferred compensation; plan fees; phased retirement S 2473, Defined Contribution Fee Disclosure Act; HR 3185, Fair Disclosure for Retirement Security Act; HR 3765, Defined Contributional Plan Fee Transparency Act; S 1974/HR 3361, Pension Protection Technical Correction Act; HR 4195, Tax Technical Corrections Act; HR 7327, Worker Retiree and Employer Recovery Act (pension funding)
Client expense: $1,370,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Environmental Protection Agency (EPA), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Office of Management & Budget (OMB), SENATE, State, Dept of (DOS), Surface Transportation Board (STB), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office
2008 · fourth_quarter · Retirement
House Paul Wellstone Mental Health and Addiction Equity Act - H.R. 1424 The Emergency Economic Stabilization Act - H.R. 1424 Tax Equity for Health Plan Beneficiaries Act of 2007 - H.R. 1820 Lilly Ledbetter Fair Pay Act of 2007 H.R. 2831 401 (k) Fair Disclosure for Retirement Security Act H.R. 3185 The Worker Retiree, and Employer Recovery Act H.R. 3361 Long-Term Care Affordability and Security Act of 2007 H.R. 3363 Defined Contribution Plan Fee Transparency Act of 2007 H.R. 3765 AMT Credit Fairness and Relief Act H.R.3861 Defenders of Freedom Tax Relief Act of 2007 - H.R. 3997 Small Business Add Value for Employees (SAVE) Act of 2008 H.R. 5160 Energy Improvement and Extension Act of 2008 H.R. 6049 ERISA Amendments H.R. 6142 Pension Protection Act ERISA Amendments of 2008 H.R. 6143 Pension Protection Technical Corrections Act of 2008 H.R. 6382 401 (k) Plan Debit Card Bill H.R. 6708 Hurricane Tax Relief Act of 2008 H.R. 6958 Disaster Tax Relief Act of 2008 H.R. 7006 Defined Benefit Pension Funding Relief Measures The Worker, Retiree, and Employer Recovery Act H.R. 7327 Senate Tax Equity for Domestic Partner and Health Plan Beneficiaries Act S. 1556 Fair Pay Restoration Act S. 1843 Pension Protection Technical Corrections Act of 2007 S. 1974 Long-Term Care Affordability and Security Act of 2007 S. 2337 AMT Credit Fairness Act and Relief Act S. 2389 Defined Contribution Fee Disclosure Act of 2007 S. 2473 Incentives for Older Workers Act S. 2933 401 (k) Plan Debit Card Bill S. 3278 Jobs, Energy, Families, and Disaster Relief Act of 2008 S. 3335 Defined Benefit Pension Funding Relief Measures The Worker, Retiree, and Employer Recovery Act H.R. 7327 Regulatory communication with covered federal officials on legislative issues. White House - Defined Benefit Pension Funding Relief Measures H.R. 7327 Treasury Minimum Required Distribution relief H.R. 7327 DOL 401(k) fee disclosure - H.R. 3185, H.R. 3765, S. 2473 DOL Pension Protection Action Act of 2006 Technical Corrections, funding issues Treasury/IRS Hurricane relief, contribution and funding certification, Pension Protection Act of 2006 (PPA) Treasury/IRS Pension Protection Act of 2006 Technical Corrections, funding issues Treasury/IRS hybrid plan issues Treasury/IRS 409A and deferred compensation Treasury/IRS EESA issues H.R. 1424 Treasury/IRS HEART Act H.R. 3997 & 6081
Client expense: $210,392 · 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 · fourth_quarter · Retirement
The Pension Protection Act of 2006 - Reform of funding rules for employer-provided retirement plans and amendments to the Employee Retirement Income Security Act of 1974 H.R. 3361, Pension Protection Technical Corrections Act of 2008, provisions on technical corrections to the Pension Protection Act of 2006 H.R. 6143, Pension Protection Act ERISA Amendments of 2008, provisions on changes to retiree health care, subrogation, and includes corrections to the Pension Protection Act of 2006 H.R. 7327, The Worker, Retiree, and Employer Recovery Act of 2008, provisions on technical corrections to the Pension Protection Act of 2006 and temporary provisions that deal with the financial crisis facing pension plans. ERISA Preemption - Protecting the preemption structure in the Employee Retirement Income Security Act of 1974.
Client expense: $24,030,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Council on Environmental Quality (CEQ), Defense, Dept of (DOD), Energy, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Federal Communications Commission (FCC), Federal Motor Carrier Safety Administration, Federal Reserve System, Federal Trade Commission (FTC), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Interior, Dept of (DOI), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Labor Relations Board (NLRB), Natl Security Council (NSC), Office of Management & Budget (OMB), Postal Regulatory Commission, SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office
2008 · fourth_quarter · Taxation/Internal Revenue Code
Amtrak - Budget and Appropriation for FY 2009, all provisions relating to rail. HR 1704-Amend the Railroad Retirement Act to Provide Relief for Robert and Verda Shatusky; for the relief of Robert and Verda Shatusky for current connection for Railroad Retirement benefits. S 772 & HR 1650 Railroad Antitrust Enforcement Act of 2007, all provisions relating to railroads. S 881, Short Line Railroad Investment Act of 2007, all provisions. HR 1584; Amend the International Revenue Code of 1986 and Modify the Railroad Track Maintenance Credit, provisions relating to railroads. S 136-National Domestic Preparedness Consortium Expansion Act of 2007; a bill to expand the National Domestic Preparedness Consortium to include the Transportation Technology Center. HR 154-Ending the Medicare Disability Waiting Period Act of 2007; to amend title II of the Social Security Act to phase out the 24-month waiting period for disabled individuals to become eligible for Medicare benefits, to eliminate the waiting period for individuals with life-threatening conditions, and for other purposes. S 1125; HR 2116; Freight Rail Infrastructure Capacity Expansion Act of 2007, provisions relating to railroads. HR 2701- Transportation Energy Security and Climate Change Mitigation Act of 2007, provisions relating to railroads. S 1974 & HR 3361-Pension Protection Technical Corrections Act of 2007 - Amends the Employee Retirement Income Security Act of 1974 (ERISA) and the Internal Revenue Code, as amended by the Pension Protection Act of 2006, to make changes to rules governing defined benefit and defined contribution pension plans. HR 6004; Rail Infrastructure Development and Expansion Act for the 21st Century, to provide for the financing of high-speed rail infrastructure, and for other purposes, all provisions. HR 6052; Saving Energy Through Public Transportation Act of 2008, all provisions relating to rail. S-3360-Creating American Rolling Stock Act of 2008, a bill to increase the availability of domestically manufactured passenger cars for intercity passenger rail service, and for other purposes. S 3700-High Speed Rail for America Act of 2008, a bill to encourage and support the development of high-speed passenger rail transportation in the United States, and for other purposes.
Client expense: $260,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Railroad Retirement Board, SENATE, Surface Transportation Board (STB), Transportation, Dept of (DOT)
2008 · fourth_quarter · Retirement
Amtrak - Budget and Appropriation for FY 2009, all provisions relating to rail. S 294, Passenger Rail Investment and Improvement Act of 2007, provisions applying to all appropriations for Amtrak for FY2007-FY2012. Act of 2007, provisions. HR 4; S 3;--Medicare Prescription Drug Price Negotiation Act of 2007; To amend part D of title XVIII of the Social Security Act to require the Secretary of Health and Human Services to negotiate lower covered part D drug prices on behalf of Medicare beneficiaries. HR 697; S 1301-National Right to Work Act; to preserve and protect the free choice of individual employees to form, join, or assist labor organizations, or to refrain from such activities. HR 626-Railroad Retirement Fairness Act; to amend the Railroad Retirement Act of 1974 to provide that a current connection is not lost by an individual who is misled or not properly informed by the Railroad Retirement Board of the requirement for, and the circumstances resulting in the loss of, a current connection. HR 1704-Amend the Railroad Retirement Act to Provide Relief for Robert and Verda Shatusky; for the relief of Robert and Verda Shatusky for current connection for Railroad Retirement benefits. HR 154-Ending the Medicare Disability Waiting Period Act of 2007; to amend title II of the Social Security Act to phase out the 24-month waiting period for disabled individuals to become eligible for Medicare benefits, to eliminate the waiting period for individuals with life-threatening conditions, and for other purposes. S 1974 & HR 3361-Pension Protection Technical Corrections Act of 2007 - Amends the Employee Retirement Income Security Act of 1974 (ERISA) and the Internal Revenue Code, as amended by the Pension Protection Act of 2006, to make changes to rules governing defined benefit and defined contribution pension plans.
Client expense: $260,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Railroad Retirement Board, SENATE, Surface Transportation Board (STB), Transportation, Dept of (DOT)
2008 · fourth_quarter · Government Issues
Amtrak - Budget and Appropriation for FY 2009, all provisions relating to rail. S 136 - National Domestic Preparedness Consortium Expansion Act of 2007, railway-related provisions. S 294, Passenger Rail Investment and Improvement Act of 2007, all provisions. S 376 Law Enforcement Officers Safety Act of 2007, provisions relating to Amtrak law enforcement officers. S 772 & HR 1650 Railroad Antitrust Enforcement Act of 2007, provisions relating to the public interest with respect to railroads. S 953; HR 2125, a bill to ensure competition in the rail industry, enable rail customers to obtain reliable rail service, and provide those customers with a reasonable process for challenging rate and service disputes. HR 800 & S 104-Employee Free Choice Act; to amend the National Labor Relations Act to establish an efficient system to enable employees to form, join, or assist labor organizations, to provide for mandatory injunctions for unfair labor practices during organizing efforts, and for other purposes. S 881- Short Line Railroad Investment Act of 2007, all provisions. HR 1584-Amend the Internal Revenue Code of 1986 and Modify the Railroad Track Maintenance Credit; to amend the Internal Revenue Code of 1986 to extend and modify the railroad track maintenance credit. S 136-National Domestic Preparedness Consortium Expansion Act of 2007; a bill to expand the National Domestic Preparedness Consortium to include the Transportation Technology Center. S 376-Law Enforcement Officers Safety Act of 2007, provisions relating to Amtrak law enforcement officers. S 1125; HR 2116; Freight Rail Infrastructure Capacity Expansion Act of 2007, a bill to amend the Internal Revenue Code of 1986 to provide incentives to encourage investment in the expansion of freight rail infrastructure capacity and to enhance modal tax equity. S 1438; Railroad Crossing and Hazardous Materials Transport Safety Act of 2007, a bill to improve railroad safety. HR 2701-Transportation Energy Security and Climate Change Mitigation Act of 2007; to strengthen our Nation's energy security and mitigate the effects of climate change by promoting energy efficient transportation and public buildings, creating incentives for the use of alternative fuel vehicles and renewable energy, and ensuring sound water resource and natural disaster preparedness planning, and for other purposes. S 1723-Improving Government Accountability Act; a bill to amend the Inspector General Act of 1978 to enhance the independence of the Inspectors General, to create a Council of the Inspectors General on Integrity and Efficiency, and for other purposes. S 1766-Low Carbon Economy Act of 2007;A bill to reduce greenhouse gas emissions from the production and use of energy, and for other purposes. HR 2881-FAA Reauthorization Act of 2007; to amend title 49, United States Code, to authorize appropriations for the Federal Aviation Administration for fiscal years 2008 through 2011, to improve aviation safety and capacity, to provide stable funding for the national aviation system, and for other purposes. S 1974 & HR 3361-Pension Protection Technical Corrections Act of 2007 - Amends the Employee Retirement Income Security Act of 1974 (ERISA) and the Internal Revenue Code, as amended by the Pension Protection Act of 2006, to make changes to rules governing defined benefit and defined contribution pension plans. HR 3761; Northeast Corridor Rail Tunnel Safety Act; all provisions. HR 5102-Our Nation's Trade, Infrastructure, Mobiity and Efficiency (ON TIME) Act of 2007; to direct the Secretary of Transportation to establish and collect a fee based on the fair market value of articles imported into the United States and articles exported from the United States in commerce and to use amounts collected from the fee to make grants to carry out certain transportation projects in the transportation trade corridors for which the fee is collected, and for other purposes. HR 5644; Provide for Competitive Development and Operation of High-Speed Corridor Projects, to provide for competitive development and operation of high-speed rail corridor projects. HR 6004; Rail Infrastructure Development and Expansion Act for the 21st Century, to provide for the financing of high-speed rail infrastructure, and for other purposes, all provisions. HR 6052; Saving Energy Through Public Transportation Act of 2008, to promote increased public transportation use, to promote increased use of alternative fuels in providing public transportation, and for other purposes. HR 6707- Taking Responsible Action for Community Safety Act, to require Surface Transportation Board consideration of the impacts of certain railroad transactions on local communities, and for other purposes.
Client expense: $260,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Railroad Retirement Board, SENATE, Surface Transportation Board (STB), Transportation, Dept of (DOT)
2008 · fourth_quarter · Taxation/Internal Revenue Code
H.R. 197: To Extend the Production Tax Credit (PTC) H.R. 833/S. 286: Rural Communities Investment Act H.R. 976: Small Business Tax Relief Act H.R. 878/S. 601: Simplification Through Additional Reporting Tax Act H.R. 1509/S. 940: To amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income H.R. 1591: U.S. Troop Readiness, Veterans' Health, and Iraq Accountability Act of 2007: Title II, Chapter 4: small business depreciation provisions S. 897: Alzheimer's Family Assistance Act S. 504: Long-Term Care Trust Account Act S. 46: Affordability in the Individual Market Act S. 400: Michelle's Law H.R. 2280/S. 1621: To amend the Internal Revenue Code of 1986 to treat certain farming business machinery and equipment as 5-year property for purposes of depreciation S. 1726 Business Activity Tax Simplification Act H.R. 3160: To amend the Internal Revenue Code of 1986 to prevent corporations from exploiting tax treaties to evade taxation of U.S. income S. 2209: Research Credit Improvement Act of 2007 S. 2242: Heartland, Habitat, Harvest, and Horticulture Act of 2007 H.R.3996: Temporary Tax Relief Act of 2007 H.R.4351: Alternative Minimum Tax Relief Act\ H.R.3735/S. 1273: To extend the look-through treatments of payments between related controlled foreign corporations H.R.3234: To improve access to health care through expanded health savings accounts H.R.2138: Investment in America Act of 2007 H.R.2776: Energy & Energy Conservation Tax Act of 2007 H.R.3056: Tax Collection Responsibility Act of 2007 H.R.4994: Middle Class Jobs Protection Act of 2008 H.R.5085: Small Business Expansion Act of 2008 H.R.5351: To amend the IRS Code of 1986 to provide tax incentives for the production of renewable energy and energy conservation H.R.5267: Business Activity Tax Simplification Act H.R.2419: Farm, Nutrition, and Bioenergy Act: Section 12407 of the Senate Amendment; Section 168 of Code H.R.5231: To amend the IRS Code of 1986 to extend the credit for electricity produced from certain renewable resources S.2821: The Clean Energy Tax Stimulus Act of 2008 H.R.3361: Pension Protection Technical Corrections Act S.1945: Patriot Employers Act H.R.5719: Taxpayer Assistance and Simplification Act of 2008 H.R.6049: Energy and Tax Extenders Act of 2008 H.R.5719: U.S.A. Substantiation Act H.R.6275: Alternative Minimum Tax Relief H.R. 1424: Economic Stabalization Act H.R. 3997: Emergency Economic Stabalization Act of 2008; P.L. 110-343 H.R. 7060: Tax Extenders: Subpart F, R&D credit; PTC credit H.R. 6049: Tax Extenders: Subpart F, R&D credit; PTC credit H.R. 6604: Commodity Markets Transparency and Accountability Act of 2008 H.R. 1424: TARP: Extending Expiring Tax Provisions; P.L. 110-343
Client expense: $280,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, SENATE
2008 · fourth_quarter · Retirement
H.R. 3185: 401K Fair Disclosure for Retirement Security Act S. 400: Michelle's Law H.R. 3361/H.R. 6382/H.R. 7327: Pension Protection Technical Corrections Act; P.L. 110-458 H.R.6143: Pension Protection Act ERISA Amendments of 2008
Client expense: $280,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, SENATE