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Retirement Savings Transparency Act of 2009
Legislative Progress
Momentum (last 30 days)
0
score
0 actions · 0 new cosponsors · 0 votes
Speed vs cohort
0pct
0d open
vs 6,490 other HR bills in the 111th — cohort avg 44d
No CRS summary is available for this bill yet. The source title, actions, sponsors, and text versions below come from Congress.gov.
These links require the bill number to appear in the filing's source-reported specific issue text. Client expenses and lobbying-firm income are separate disclosure fields.
Filing registrants (4)
2010 · fourth_quarter · Retirement
H.R. 519: ELDER CAREGIVER SUPPORT AND INFORMATION ENHANCEMENT ACT OF 2009; PROVISIONS RELATED TO LONG TERM CARE INFORMATION CLEARINGHOUSE H.R. 1961: SAVINGS FOR AMERICAN FAMILIES FUTURE ACT OF 2009; PROVISIONS RELATED TO SAVERS' CREDIT H.R.1984: 401(K) FAIR DISCLOSURE FOR RETIREMENT SECURITY ACT OF 2009; PROVISIONS RELATED TO RETIREMENT PLAN FEE DISCLOSURE H.R. 1988: CONFLICTED INVESTMENT ADVICE PROHIBITION ACT OF 2009; PROVISIONS RELATED TO INVESTMENT ADVICE H.R. 2021: SAVINGS RECOVERY ACT OF 2009; PROVISIONS RELATED TO SAVERS CREDIT H.R. 2733/S. 1389: FIXED INDEXED ANNUITIES AND INSURANCE PRODUCTS CLASSIFICATION ACT OF 2009; PROVISIONS RELATED TO CLARIFICATION FOR FIXED ANNUITIES REGULATION H.R. 2748: RETIREMENT SECURITY NEEDS LIFETIME PAY ACT OF 2009; PROVISIONS RELATED TO TAX INCENTIVES FOR ANNUITIES H.R. 2779: DEFINED CONTRIBUTION PLAN FEE TRANSPARENCY ACT OF 2009; PROVISIONS RELATED TO 401(K) PLAN FEE DISCLOSURE H.R. 2792: RETIREMENT SAVINGS TRANSPARENCY ACT OF 2009; PROVISIONS RELATED TO PLAN FEE DISCLOSURE H.R. 2989: 401 (K) FAIR DISCLOSURE AND PENSION SECURITY ACT OF 2009; PROVISIONS RELATED TO RETIREMENT PLAN FEE DISCLOSURE H.R. 3551 /S. 1661/S. 906: SENIOR INVESTMENT PROTECTION ACT OF 2009; PROVISIONS RELATED TO PRODUCT SALES TO SENIORS AND ANNUITIES SALES H.R. 3590: THE PATIENT PROTECTION AND AFFORDABLE CARE ACT; PROVISIONS RELATED TO LONG TERM CARE FINANCING WITHIN HEALTH REFORM, AND MEDICARE TAX ON NONQUALIFIED ANNUITY INCOME H.R. 4126: RETIREMENT FAIRNESS ACT OF 2009; PROVISIONS RELATED TO MODIFICATION OF 401(K) PLAN RULES H.R. 4173: DODD-FRANK WALL STREET REFORM AND CONSUMER PROTECTION ACT (FKA: RESTORING AMERICAN FINANCIAL STABILITY ACT OF 2010); ALL PROVISIONS OF THE BILL H.R. 4213: UNEMPLOYMENT COMPENSATION EXTENSION ACT OF 2010 (FKA: AMERICAN JOBS AND CLOSING TAX LOOPHOLES ACT OF 2010); PROVISIONS RELATED TO 401(K) PLAN FEE DISCLOSURE H.R. 4626: HEALTH INSURANCE INDUSTRY FAIR COMPETITION ACT; PROVISIONS RELATED TO INSURANCE ANTI-TRUST REGULATIONS (MCCARRON-FERGUSON) H.R. 4742: SMALL BUSINESSES ADD VALUE FOR EMPLOYEES (SAVE) ACT OF 2009; PROVISIONS RELATED TO SIMPLIFICATION OF SIMPLE IRAS, AND VOLUNTARY AUTO IRAS H.R. 4872: HEALTH CARE AND EDUCATION RECONCILIATION ACT OF 2010; PROVISIONS RELATED TO LONG TERM CARE FINANCING WITHIN HEALTH CARE REFORM, AND UNEARNED INCOME TAXATION H.R. 5297: SMALL BUSINESS JOBS AND CREDIT ACT OF 2010; PROVISIONS RELATED TO PARTIAL ANNUITIZATION AND ROTH CONVERSIONS OF 401(K) SAVINGS S. 401: DEFINED CONTRIBUTION FEE DISCLOSURE ACT OF 2009; PROVISIONS RELATED TO 401(K) PLAN FEE DISCLOSURE S. 1177: CONFIDENCE IN LONG-TERM CARE INSURANCE ACT OF 2009; PROVISIONS RELATED TO CONSUMER PROTECTION IN LONG TERM CARE S. 1297: RETIREMENT SECURITY FOR LIFE ACT OF 2009; PROVISIONS RELATED TO NON-QUALIFIED ANNUITIES TAX INCENTIVES S. 1626: LONG TERM CARE INSURANCE INTEGRITY ACT OF 2009; PROVISIONS RELATED TO LONG TERM CARE S.1636: LONG TERM CARE INSURANCE CONSUMER RIGHT-TO-KNOW ACT OF 2009; PROVISIONS RELATED TO LONG TERM CARE CONSUMER PROTECTIONS S. 2832: LIFETIME INCOME DISCLOSURE ACT; PROVISIONS RELATED TO ANNUITY ILLUSTRATION ON BENEFIT STATEMENTS S. 3217: RESTORING AMERICAN FINANCIAL STABILITY ACT OF 2010; PROVISIONS RELATED TO REGULATORY REFORM
Bills with similar content found using semantic analysis.
Sources: Congress.gov
Client expense: $380,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2010 · fourth_quarter · Retirement
Limit Executive Compensation Abuse Act - H.R. 857 The Savings for American Families Future Act of 2009 H.R. 1961 The 401 (k) Fair Disclosure for Retirement Security Act 0f 2009 H.R. 1984 Conflicted Investment Advice Prohibition Act of 2009 H.R. 1988 Savings Recovery Act H.R. 2021 Retirement Security Needs Lifetime Pay Act H.R. 2748 Retirement Savings Transparency Act of 2009 - H.R. 2792 The Defined Contribution Plan Fee Transparency Act H.R. 2779 401 (k) Fair Disclosure and Pension Security Act of 2009 H.R. 2989 Consumer Financial Protection Agency Act of 2009 H.R. 3126 Foreign Account Tax Compliance Act of 2009 H.R. 3933 Preserve Benefits and Jobs Act of 2009 H.R. 3936 Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act H.R. 3962/Public Law No: 111-192 Retirement Fairness Act H.R. 4126 Sensible Transparency for Retirement Plans Act H.R. 4146 Tax Technical Corrections Act of 2009 H.R. 4169 Dodd-Frank Wall Street Reform and Consumer Protection Act - Restoring American Financial Stability Act of 2010 H.R. 4173, Public Law No: 111-203 American Workers, State, and Business Relief Act H.R. 4213/Unemployment Compensation Extension Act of 2010 (tax extenders) Public Law No: 111-205 Small Businesses Add Value for Employees Act of 2009 (SAVE Act) H.R. 4742 Middle Class Tax Cut Act (Senate Amendment 4727) package of tax extensions and other provisions to the defined benefit pension funding relief provisions, and a provision extending parity for employee transit subsidies Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act H.R. 4853 Amendment to a Federal Aviation Administration funding extension bill H.R. 4915 Medicare and Medicaid Extenders Act H.R. 4994 Employee Misclassification Prevention Act (EMPA) H.R. 5107 Small Business Jobs and Credit Act of 2010 H.R. 5297 tax extenders, defined benefit pension plan funding relief - technical corrections from H.R. 3962 Automatic IRA Act of 2010 H.R. 6099 Fair Playing Field Act of 2010 H.R. 6128 (worker classification) Public Employee Pension Transparency Act - H.R. 6484 Health Care Reform regulatory implementation and compliance issues from the Patient Protection and Affordable Care Act (PPACA) Public Law No: 111-148 & the Health Care and Education Reconciliation Act of 2010 (HCERA) Public Law 111-152 new compensation deduction limits on entities receiving health insurance premiums (162 (m)(6)) Financial Services Reform regulation of swaps transactions, major swap participants (MSPs), swaps, business conduct standards, fiduciary duty and liability issues; effects on pension, retirement, and health plans that use swaps; 401 (k) stable value funds and contracts, retirement plan administration, compensation disclosure issues Pension Funding - additional funding relief and technical corrections for defined benefit pension plans, single and multiemployer plans, nonqualified deferred compensation conditions, PBGC premium funding target methods and premium submission issues, plan termination issues Retirement Security nonqualified deferred compensation, executive compensation, defined contribution plan issues, 401 (k) plans, conversions to Roth 401 (k) plans, automatic IRAs, investment advice, investment selection (target date funds), the Savers Credit, retirement savings plans for small businesses, lifetime income issues, nondiscrimination rules for retirement plans, alternative pension investments, accounting transparency for pensions, plan loans, tax expenditures for retirement plans National Commission on Fiscal Responsibility and Reform implications for benefits Senate Cap Executive Officer Pay Act of 2009 - S. 360 The Defined Contribution Fee Disclosure Act of 2009 - S. 401 Shareholder Bill of Rights Act S. 1074 Retirement Security for Life Act of 2009 S. 1297 Pension Benefit Guaranty Corporation (PBGC) Governance Improvement Act of 2009 S. 1544 Foreign Account Tax Compliance Act of 2009 S. 1934 Lifetime Income Disclosure Act S. 2832 Create Jobs and Save Benefits Act of 2010 S. 3157 Restoring American Financial Stability Act/Wall Street Transparency and Accountability Act S. 3217 Employee Misclassification Prevention Act (EMPA) S. 3254 Automatic IRA Act of 2010 S. 3760 Paycheck Fairness Act S. 3772 Fair Playing Field Act of 2010 S. 3786 (worker classification) Job Creation and Tax Cuts Act of 2010 S. 3793 Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act H.R. 3962, Public Law No: 111-192 American Workers, State, and Business Relief Act /American Jobs and Closing Tax Loopholes Act (tax extenders) H.R. 4213, & Substitute amendments Dodd-Frank Wall Street Reform and Consumer Protection Act - Restoring American Financial Stability Act of 2010 H.R. 4173, Public Law No: 111-203 Middle Class Tax Cut Act (Senate Amendment 4727) package of tax extensions and other provisions to the defined benefit pension funding relief provisions, and a provision extending parity for employee transit subsidies Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act H.R. 4853 Amendment to a Federal Aviation Administration funding extension bill H.R. 4915 Medicare and Medicaid Extenders Act H.R. 4994 Small Business Jobs and Credit Act of 2010 H.R. 5297 (revised substitute) Health Care Reform regulatory implementation and compliance issues from the Patient Protection and Affordable Care Act (PPACA) Public Law No: 111-148 & the Health Care and Education Reconciliation Act of 2010 (HCERA) Public Law 111-152 new compensation deduction limits on entities receiving health insurance premiums (162 (m)(6)) Financial Services Reform regulation of swaps transactions, major swap participants (MSPs), swaps, business conduct standards, fiduciary duty and liability issues; effects on pension, retirement, and health plans that use swaps; 401 (k) stable value funds and contracts, retirement plan administration, compensation disclosure issues Pension funding additional funding relief and technical corrections for defined benefit pension plans, single and multiemployer plans, nonqualified deferred compensation conditions, PBGC premium funding target methods and premium submission issues, plan termination and governance issues Retirement Security nonqualified deferred compensation, executive compensation, defined contribution plan issues, 401 (k) plans, automatic IRAs, conversions to Roth 401(k) plans, investment advice, investment selection (target date funds), the Savers Credit, lifetime income issues, nondiscrimination rules for retirement plans, plan loans, tax expenditures for retirement plans, long-term disability policies (LTDs) National Commission on Fiscal Responsibility and Reform implications for benefits Pension funding relief - adequacy of defined benefit vehicles, hybrids, proposed hybrid retirement plan regulations, retirement plan designs, and tax treatment of expatriates Investment advice - adequacy of defined contribution vehicles, investment selection (target date funds) and annuity issues, automatic/mandatory individual retirement accounts (IRAs), proposed regulations regarding target date funds (TDFs) and qualified default investment alternatives (QDIAs) Disclosure for defined contribution (DC) and defined benefit (DB) plans and service providers -ERISA Section 408 (b) (2), Fiduciary requirements 401 (k) participant fee disclosure regulations, proposed definition of fiduciary for investment advice arrangements, in-plan Roth conversions issues Defined Benefit (DB) plan year filing issues Form 5500 (EFAST) Cash balance and pension equity plans, market rate of return for hybrid plans Nonqualified deferred compensation (NQDC), new compensation deduction limits on entities receiving health insurance premiums 162 (m) (6) Pension Benefits Guaranty Corporation (PBGC) premium funding target methods (variable rate premiums), premium submission and plan termination issues, proposed regulations - (ERISA Section 4062(e)) Foreign bank account reporting, Report of Foreign Bank and Financial Accounts (FBAR) Financial services regulatory reform, executive compensation disclosure issues, involvement with employee benefit plans, Swaps, definition of major swap participant and major security-based swap participant, business conduct standards, family offices, Domestic plan asset investment issues Puerto Rican plan trust issues Multiemployer plan issues
Client expense: $272,633 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2010 · third_quarter · Retirement
H.R. 519: ELDER CAREGIVER SUPPORT AND INFORMATION ENHANCEMENT ACT OF 2009; PROVISIONS RELATED TO LONG TERM CARE INFORMATION CLEARINGHOUSE H.R. 1961: SAVINGS FOR AMERICAN FAMILIES FUTURE ACT OF 2009; PROVISIONS RELATED TO SAVERS' CREDIT H.R.1984: 401(K) FAIR DISCLOSURE FOR RETIREMENT SECURITY ACT OF 2009; PROVISIONS RELATED TO RETIREMENT PLAN FEE DISCLOSURE H.R. 1988: CONFLICTED INVESTMENT ADVICE PROHIBITION ACT OF 2009; PROVISIONS RELATED TO INVESTMENT ADVICE H.R. 2021: SAVINGS RECOVERY ACT OF 2009; PROVISIONS RELATED TO SAVERS CREDIT H.R. 2733/S. 1389: FIXED INDEXED ANNUITIES AND INSURANCE PRODUCTS CLASSIFICATION ACT OF 2009; PROVISIONS RELATED TO CLARIFICATION FOR FIXED ANNUITIES REGULATION H.R. 2748: RETIREMENT SECURITY NEEDS LIFETIME PAY ACT OF 2009; PROVISIONS RELATED TO TAX INCENTIVES FOR ANNUITIES H.R. 2779: DEFINED CONTRIBUTION PLAN FEE TRANSPARENCY ACT OF 2009; PROVISIONS RELATED TO 401(K) PLAN FEE DISCLOSURE H.R. 2792: RETIREMENT SAVINGS TRANSPARENCY ACT OF 2009; PROVISIONS RELATED TO PLAN FEE DISCLOSURE H.R. 2989: 401 (K) FAIR DISCLOSURE AND PENSION SECURITY ACT OF 2009; PROVISIONS RELATED TO RETIREMENT PLAN FEE DISCLOSURE H.R. 3551 /S. 1661/S. 906: SENIOR INVESTMENT PROTECTION ACT OF 2009; PROVISIONS RELATED TO PRODUCT SALES TO SENIORS AND ANNUITIES SALES H.R. 3590: THE PATIENT PROTECTION AND AFFORDABLE CARE ACT; PROVISIONS RELATED TO LONG TERM CARE FINANCING WITHIN HEALTH REFORM, AND MEDICARE TAX ON NONQUALIFIED ANNUITY INCOME H.R. 4126: RETIREMENT FAIRNESS ACT OF 2009; PROVISIONS RELATED TO MODIFICATION OF 401(K) PLAN RULES H.R. 4173: DODD-FRANK WALL STREET REFORM AND CONSUMER PROTECTION ACT (FKA: RESTORING AMERICAN FINANCIAL STABILITY ACT OF 2010); ALL PROVISIONS OF THE BILL H.R. 4213: AMERICAN JOBS AND CLOSING TAX LOOPHOLES ACT OF 2010; PROVISIONS RELATED TO 401(K) PLAN FEE DISCLOSURE H.R. 4626: HEALTH INSURANCE INDUSTRY FAIR COMPETITION ACT; PROVISIONS RELATED TO INSURANCE ANTI-TRUST REGULATIONS (MCCARRON-FERGUSON) H.R. 4742: SMALL BUSINESSES ADD VALUE FOR EMPLOYEES (SAVE) ACT OF 2009; PROVISIONS RELATED TO SIMPLIFICATION OF SIMPLE IRAS, AND VOLUNTARY AUTO IRAS H.R. 4872: HEALTH CARE AND EDUCATION RECONCILIATION ACT OF 2010; PROVISIONS RELATED TO LONG TERM CARE FINANCING WITHIN HEALTH CARE REFORM, AND UNEARNED INCOME TAXATION H.R. 5297: SMALL BUSINESS JOBS AND CREDIT ACT OF 2010; PROVISIONS RELATED TO PARTIAL ANNUITIZATION AND ROTH CONVERSIONS OF 401(K) SAVINGS S. 401: DEFINED CONTRIBUTION FEE DISCLOSURE ACT OF 2009; PROVISIONS RELATED TO 401(K) PLAN FEE DISCLOSURE S. 1177: CONFIDENCE IN LONG-TERM CARE INSURANCE ACT OF 2009; PROVISIONS RELATED TO CONSUMER PROTECTION IN LONG TERM CARE S. 1297: RETIREMENT SECURITY FOR LIFE ACT OF 2009; PROVISIONS RELATED TO NON-QUALIFIED ANNUITIES TAX INCENTIVES S. 1626: LONG TERM CARE INSURANCE INTEGRITY ACT OF 2009; PROVISIONS RELATED TO LONG TERM CARE S.1636: LONG TERM CARE INSURANCE CONSUMER RIGHT-TO-KNOW ACT OF 2009; PROVISIONS RELATED TO LONG TERM CARE CONSUMER PROTECTIONS S. 2832: LIFETIME INCOME DISCLOSURE ACT; PROVISIONS RELATED TO ANNUITY ILLUSTRATION ON BENEFIT STATEMENTS S. 3217: RESTORING AMERICAN FINANCIAL STABILITY ACT OF 2010; PROVISIONS RELATED TO REGULATORY REFORM
Client expense: $590,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2010 · third_quarter · Retirement
Limit Executive Compensation Abuse Act - H.R. 857 The Savings for American Families Future Act of 2009 H.R. 1961 The 401 (k) Fair Disclosure for Retirement Security Act 0f 2009 H.R. 1984 Conflicted Investment Advice Prohibition Act of 2009 H.R. 1988 Savings Recovery Act H.R. 2021 Retirement Security Needs Lifetime Pay Act H.R. 2748 Retirement Savings Transparency Act of 2009 - H.R. 2792 The Defined Contribution Plan Fee Transparency Act H.R. 2779 401 (k) Fair Disclosure and Pension Security Act of 2009 H.R. 2989 Consumer Financial Protection Agency Act of 2009 H.R. 3126 Foreign Account Tax Compliance Act of 2009 H.R. 3933 Preserve Benefits and Jobs Act of 2009 H.R. 3936 Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act H.R. 3962/Public Law No: 111-192 Retirement Fairness Act H.R. 4126 Sensible Transparency for Retirement Plans Act H.R. 4146 Tax Technical Corrections Act of 2009 H.R. 4169 Dodd-Frank Wall Street Reform and Consumer Protection Act - Restoring American Financial Stability Act of 2010 H.R. 4173, Public Law No: 111-203 American Workers, State, and Business Relief Act H.R. 4213/Unemployment Compensation Extension Act of 2010 (tax extenders) Public Law No: 111-205 Small Businesses Add Value for Employees Act of 2009 (SAVE Act) H.R. 4742 Employee Misclassification Prevention Act (EMPA) H.R. 5107 Small Business Jobs and Credit Act of 2010 H.R. 5297 tax extenders, defined benefit pension plan funding relief - technical corrections from H.R. 3962 Automatic IRA Act of 2010 H.R. 6099 Fair Playing Field Act of 2010 H.R. 6128 (worker classification) Health Care Reform regulatory implementation and compliance issues from the Patient Protection and Affordable Care Act (PPACA) Public Law No: 111-148 & the Health Care and Education Reconciliation Act of 2010 (HCERA) Public Law 111-152 new compensation deduction limits on entities receiving health insurance premiums (162 (m)(6)) Financial Services Reform regulation of swaps transactions, major swap participants (MSPs), swaps, business conduct standards, fiduciary duty and liability issues; effects on pension, retirement, and health plans that use swaps; 401 (k) stable value funds and contracts, retirement plan administration, compensation disclosure issues Pension Funding - additional funding relief for defined benefit pension plans, single and multiemployer plans, nonqualified deferred compensation conditions, PBGC premium funding target methods and premium submission issues, PBGC plan termination issues Retirement Security nonqualified deferred compensation, executive compensation, defined contribution plan issues, 401 (k) plans, conversions to Roth 401 (k) plans, automatic IRAs, investment advice, investment selection (target date funds), the Savers Credit, retirement savings plans for small businesses, lifetime income issues, nondiscrimination rules for retirement plans, alternative pension investments, accounting transparency for pensions, plan loans, tax expenditures for retirement plans Cap Executive Officer Pay Act of 2009 - S. 360 The Defined Contribution Fee Disclosure Act of 2009 - S. 401 Shareholder Bill of Rights Act S. 1074 Retirement Security for Life Act of 2009 S. 1297 Pension Benefit Guaranty Corporation (PBGC) Governance Improvement Act of 2009 S. 1544 Foreign Account Tax Compliance Act of 2009 S. 1934 Lifetime Income Disclosure Act S. 2832 Create Jobs and Save Benefits Act of 2010 S. 3157 Restoring American Financial Stability Act/Wall Street Transparency and Accountability Act S. 3217 Employee Misclassification Prevention Act (EMPA) S. 3254 Automatic IRA Act of 2010 S. 3760 Fair Playing Field Act of 2010 S. 3786 Job Creation and Tax Cuts Act of 2010 S. 3793 Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act H.R. 3962, Public Law No: 111-192 American Workers, State, and Business Relief Act /American Jobs and Closing Tax Loopholes Act (tax extenders) H.R. 4213, & Substitute amendments Dodd-Frank Wall Street Reform and Consumer Protection Act - Restoring American Financial Stability Act of 2010 H.R. 4173, Public Law No: 111-203 Small Business Jobs and Credit Act of 2010 H.R. 5297 (revised substitute) Health Care Reform regulatory implementation and compliance issues from the Patient Protection and Affordable Care Act (PPACA) Public Law No: 111-148 & the Health Care and Education Reconciliation Act of 2010 (HCERA) Public Law 111-152 new compensation deduction limits on entities receiving health insurance premiums (162 (m)(6)) Financial Services Reform regulation of swaps transactions, major swap participants (MSPs), swaps, business conduct standards, fiduciary duty and liability issues; effects on pension, retirement, and health plans that use swaps; 401 (k) stable value funds and contracts, retirement plan administration, compensation disclosure issues Pension funding additional funding relief for defined benefit pension plans, single and multiemployer plans, nonqualified deferred compensation conditions, PBGC premium funding target methods and premium submission issues, PBGC plan termination issues Retirement Security nonqualified deferred compensation, executive compensation, defined contribution plan issues, 401 (k) plans, automatic IRAs, conversions to Roth 401(k) plans, investment advice, investment selection (target date funds), the Savers Credit, lifetime income issues, nondiscrimination rules for retirement plans, plan loans, tax expenditures for retirement plans Regulatory communication with covered federal officials on legislative issues Pension funding relief, adequacy of defined benefit vehicles, hybrids, retirement plan designs, tax treatment of expatriates Investment advice, adequacy of defined contribution vehicles, investment selection (target date funds) and annuity issues, automatic/mandatory individual retirement accounts (IRAs) Disclosure for defined contribution (DC) and defined benefit (DB) plans and service providers ERISA Section 408 (b) (2) Defined Benefit (DB) plan year filing issues Form 5500 (EFAST) Cash balance and pension equity plans, market rate of return for hybrid plans Nonqualified deferred compensation (NQDC), new compensation deduction limits on entities receiving health insurance premiums 162 (m) (6) PBGC premium funding target methods (variable rate premiums), premium submission and plan termination issues Foreign bank account reporting, Report of Foreign Bank and Financial Accounts (FBAR) Financial services regulatory reform, compensation disclosure issues Domestic plan asset investment issues Proposed rule on application of ERISA to state/local health reform efforts, ERISA preemption
Client expense: $199,380 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2010 · second_quarter · Retirement
Limit Executive Compensation Abuse Act - H.R. 857 The Savings for American Families Future Act of 2009 H.R. 1961 The 401 (k) Fair Disclosure for Retirement Security Act 0f 2009 H.R. 1984 Conflicted Investment Advice Prohibition Act of 2009 H.R. 1988 Savings Recovery Act H.R. 2021 Retirement Security Needs Lifetime Pay Act H.R. 2748 Retirement Savings Transparency Act of 2009 - H.R. 2792 The Defined Contribution Plan Fee Transparency Act H.R. 2779 401 (k) Fair Disclosure and Pension Security Act of 2009 H.R. 2989 Consumer Financial Protection Agency Act of 2009 H.R. 3126 Foreign Account Tax Compliance Act of 2009 H.R. 3933 Preserve Benefits and Jobs Act of 2009 H.R. 3936 Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act H.R. 3962/Public Law No: 111-192 Retirement Fairness Act H.R. 4126 Sensible Transparency for Retirement Plans Act H.R. 4146 Tax Technical Corrections Act of 2009 H.R. 4169 Wall Street Reform and Consumer Protection Act/Restoring American Financial Stability Act of 2010 H.R. 4173 American Workers, State, and Business Relief Act /American Jobs and Closing Tax Loopholes Act (tax extenders) H.R. 4213, & Substitute amendments Small Businesses Add Value for Employees Act of 2009 (SAVE Act) H.R. 4742 Employee Misclassification Prevention Act (EMPA) H.R. 5107 Health Care Reform regulatory implementation and compliance issues from the Patient Protection and Affordable Care Act (PPACA) Public Law No: 111-148 & the Health Care and Education Reconciliation Act of 2010 (HCERA) Public Law 111-152 new compensation deduction limits on entities receiving health insurance premiums (162 (m)(6)) Pension Funding - additional funding relief for defined benefit pension plans, single and multiemployer plans, nonqualified deferred compensation conditions, PBGC premium funding target methods Retirement Security nonqualified deferred compensation, executive compensation, defined contribution plan issues, 401 (k) plans, conversions to Roth 401 (k) plans, automatic IRAs, investment advice, investment selection (target date funds), the Savers Credit, retirement savings plans for small businesses, lifetime income issues, nondiscrimination rules for retirement plans Financial Services Reform regulation of swaps transactions, major swap participants (MSPs), fiduciary duty and liability issues; effects on pension, retirement, and health plans that use swaps; 401 (k) stable value funds Cap Executive Officer Pay Act of 2009 - S. 360 The Defined Contribution Fee Disclosure Act of 2009 - S. 401 Shareholder Bill of Rights Act S. 1074 Retirement Security for Life Act of 2009 S. 1297 The Pension Benefits Guaranty Corporation (PBGC) Governance Improvement Act S. 1544 Foreign Account Tax Compliance Act of 2009 S. 1934 Lifetime Income Disclosure Act S. 2832 Create Jobs and Save Benefits Act of 2010 S. 3157 Restoring American Financial Stability Act/Wall Street Transparency and Accountability Act S. 3217 Employee Misclassification Prevention Act (EMPA) S. 3254 Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act H.R. 3962, Public Law No: 111-192 American Workers, State, and Business Relief Act /American Jobs and Closing Tax Loopholes Act (tax extenders) H.R. 4213, & Substitute amendments Wall Street Transparency and Accountability Act of 2010/Restoring American Financial Stability Act of 2010 H.R. 4173 Financial Services Reform regulation of swaps transactions, major swap participants (MSPs), fiduciary duty and liability issues; effects on pension, retirement, and health plans that use swaps; 401 (k) stable value funds Pension funding additional funding relief for defined benefit pension plans, single and multiemployer plans, nonqualified deferred compensation conditions, PBGC premium funding target methods Retirement Security nonqualified deferred compensation, executive compensation, defined contribution plan issues, 401 (k) plans, automatic IRAs, conversions to Roth 401(k) plans, investment advice, investment selection (target date funds), the Savers Credit, lifetime income issues Regulatory communication with covered federal officials on legislative issues Proposed rule on application of ERISA to state/local health reform efforts, ERISA preemption Pension funding relief, adequacy off defined benefit vehicles, hybrids, retirement plan designs, tax treatment of expatriates, Investment advice, adequacy of defined contribution vehicles, investment selection (target date funds) and annuity issues, automatic/mandatory individual retirement accounts (IRAs) Nonqualified deferred compensation (NQDC), new compensation deduction limits on entities receiving health insurance premiums 162 (m) (6) Premium funding target methods (variable rate premiums) Foreign bank account reporting, Report of Foreign Bank and Financial Accounts (FBAR) Financial services regulatory reform
Client expense: $222,965 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Office of Management & Budget (OMB), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of, Vice President of the U.S., White House Office
2010 · second_quarter · Retirement
H.R. 519: ELDER CAREGIVER SUPPORT AND INFORMATION ENHANCEMENT ACT OF 2009; PROVISIONS RELATED TO LONG TERM CARE INFORMATION CLEARINGHOUSE H.R. 1961: SAVINGS FOR AMERICAN FAMILIES FUTURE ACT OF 2009; PROVISIONS RELATED TO SAVERS' CREDIT H.R.1984: 401(K) FAIR DISCLOSURE FOR RETIREMENT SECURITY ACT OF 2009; PROVISIONS RELATED TO RETIREMENT PLAN FEE DISCLOSURE H.R. 1988: CONFLICTED INVESTMENT ADVICE PROHIBITION ACT OF 2009; PROVISIONS RELATED TO INVESTMENT ADVICE H.R. 2021: SAVINGS RECOVERY ACT OF 2009; PROVISIONS RELATED TO SAVERS CREDIT H.R. 2733/S. 1389: FIXED INDEXED ANNUITIES AND INSURANCE PRODUCTS CLASSIFICATION ACT OF 2009; PROVISIONS RELATED TO CLARIFICATION FOR FIXED ANNUITIES REGULATION H.R. 2748: RETIREMENT SECURITY NEEDS LIFETIME PAY ACT OF 2009; PROVISIONS RELATED TO TAX INCENTIVES FOR ANNUITIES H.R. 2779: DEFINED CONTRIBUTION PLAN FEE TRANSPARENCY ACT OF 2009; PROVISIONS RELATED TO 401(K) PLAN FEE DISCLOSURE H.R. 2792: RETIREMENT SAVINGS TRANSPARENCY ACT OF 2009; PROVISIONS RELATED TO PLAN FEE DISCLOSURE H.R. 2989: 401 (K) FAIR DISCLOSURE AND PENSION SECURITY ACT OF 2009; PROVISIONS RELATED TO RETIREMENT PLAN FEE DISCLOSURE H.R. 3551 /S. 1661/S. 906: SENIOR INVESTMENT PROTECTION ACT OF 2009; PROVISIONS RELATED TO PRODUCT SALES TO SENIORS, AND ANNUITIES SALES H.R. 3590: THE PATIENT PROTECTION AND AFFORDABLE CARE ACT; PROVISIONS RELATED TO LONG TERM CARE FINANCING, AND MEDICARE TAX ON NONQUALIFIED ANNUITY INCOME H.R. 4126: RETIREMENT FAIRNESS ACT OF 2009; PROVISIONS RELATED TO MODIFICATION OF 401(K) PLAN RULES H.R. 4173/S. 3217: RESTORING AMERICAN FINANCIAL STABILITY ACT OF 2010 (FKA: WALL STREET REFORM AND CONSUMER PROTECTION ACT OF 2009); PROVISIONS RELATED TO THE EXCLUSION OF RETIREMENT BENEFITS FROM CONSUMER FINANCIAL PROTECTION AGENCY, AND SENIOR INVESTOR PROTECTION ACT H.R. 4213: AMERICAN JOBS AND CLOSING TAX LOOPHOLES ACT OF 2010; PROVISIONS RELATED TO 401(K) PLAN FEE DISCLOSURE H.R. 4626: HEALTH INSURANCE INDUSTRY FAIR COMPETITION ACT; PROVISIONS RELATED TO INSURANCE ANTI-TRUST REGULATIONS (MCCARRON-FERGUSON) H.R. 4742: SMALL BUSINESSES ADD VALUE FOR EMPLOYEES (SAVE) ACT OF 2009; PROVISIONS RELATED TO SIMPLIFICATION OF SIMPLE IRAS, AND VOLUNTARY AUTO IRAS H.R. 4872: HEALTH CARE AND EDUCATION RECONCILIATION ACT OF 2010; PROVISIONS RELATED TO LONG TERM CARE FINANCING WITHIN HEALTH CARE REFORM, AND UNEARNED INCOME TAXATION H.R. 5297: SMALL BUSINESS JOBS AND CREDIT ACT OF 2010; PROVISIONS RELATED TO PARTIAL ANNUITIZATION AND ROTH CONVERSIONS OF 401(K) SAVINGS S. 401: DEFINED CONTRIBUTION FEE DISCLOSURE ACT OF 2009; PROVISIONS RELATED TO 401(K) PLAN FEE DISCLOSURE S. 1177: CONFIDENCE IN LONG-TERM CARE INSURANCE ACT OF 2009; PROVISIONS RELATED TO CONSUMER PROTECTION IN LONG TERM CARE S. 1297: RETIREMENT SECURITY FOR LIFE ACT OF 2009; PROVISIONS RELATED TO NON-QUALIFIED ANNUITIES TAX INCENTIVES S. 1626: LONG TERM CARE INSURANCE INTEGRITY ACT OF 2009; PROVISIONS RELATED TO LONG TERM CARE S.1636: LONG TERM CARE INSURANCE CONSUMER RIGHT-TO-KNOW ACT OF 2009; PROVISIONS RELATED TO LONG TERM CARE CONSUMER PROTECTIONS S. 2832: LIFETIME INCOME DISCLOSURE ACT; PROVISIONS RELATED TO ANNUITY ILLUSTRATION ON BENEFIT STATEMENTS
2010 · second_quarter · Retirement
See attachment. RET Second Quarter Report 2010 H.R. 519 The Elder Caregiver Support and Information Enhancement Act of 2009. Issue: LTC additional appropriations for LTC Information clearinghouse. H.R. 1961 - Savings for American Families Future Act Issue: savers' credit H.R. 1984 - 401(k) Fair Disclosure for Retirement Security Act of 2009. Issue: Retirement plan fee disclosure. H.R. 1988 Conflicted Investment Advice Prohibition Act of 2009. Issue: Investment Advice. H.R. 2021 Savings Recovery Act of 2009. Issue: Savers credit. H.R. 2733/S. 1389 Fixed Indexed Annuities and Insurance Products Classification Act of 2009. Issue: Clarify exemption for fixed indexed annuities. H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009. Issue: Tax Incentive for Annuities. H.R. 2779 Defined Contribution Plan Fee Transparency Act of 2009. Issue: 401(k) Plan Fee Disclosure. H.R. 2792 Retirement Savings Transparency Act. Issue: Plan fee disclosure. H.R. 2989 401 (K) Fair Disclosure and Pension Security Act of 2009. Issue: Retirement Plan Fee Disclosure H.R. 3590-The Patient Protection and Affordable Care Act. Issue: Long Term Care financing within heath reform and Medicare tax on nonqualified annuity income. H. R. 4126 Retirement Fairness Act. Issue: Modification of 401(k) Plan Rules. H.R. 4213: American Jobs and Closing Tax Loopholes Act. Issue: Inclusion of 401 (k) plan fee disclosure. H.R. 4626 - Health Insurance Industry Fair Competition Act. Issue: Amends the McCarran-Ferguson Act to apply to the business of health insurance. H.R. 4742 - SAVE Act. Issue: simplifies SIMPLE IRAs and provides for voluntary Auto IRAs. H.R. 4872 Health Care and Education Reconciliation Act of 2010. Issue: LTC financing within health reform and unearned income tax. H.R. 5297 Small Business Lending Fund Act. Issue: Partial Annuitization and Roth Conversions of 401 (k) savings. S. 401 - Defined Contribution Fee Disclosure Act Issue: 401(k) fee disclosure S. 1177 Confidence in Long Term Care Insurance Act of 2009. Issue: Consumer protection for long term care. S. 1226: Long Term Care Insurance Integrity Act of 2009. Issue: Long Term Care. S. 1297 Retirement Security for Life Act. Issue: Tax Incentive for Non Qualified Annuities. S. 1636 Long Term Care Insurance Consumer Right-To-Know Act of 2009. Issue: Long Term Care consumer protections. S. 1661/S. 906/H.R. 3551 Senior Investment Protection Act of 2009. Issue: Suitability in insurance product sales to seniors and the sale of annuities. S. 2832 Lifetime Income Disclosure Act. Issue: Annuity illustration on benefit statements. S. 3217/H.R. 4173 - Restoring American Financial Stability Act. Issue: incorporates Senior Investor Protection Act and provides for employer benefit plan carve out from CFPB.
2010 · second_quarter · Retirement
S. 1297 Retirement Security for Life Act. Issue: Tax Incentive for Non Qualified Annuities. H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009. Issue: Tax Incentive for Annuities. H.R. 1988 Conflicted Investment Advice Prohibition Act of 2009. Issue: Investment Advice. H.R.1984 - 401(k) Fair Disclosure for Retirement Security Act of 2009. Issue: Retirement plan fee disclosure. H.R. 2989 401 (K) Fair Disclosure and Pension Security Act of 2009. Issue: Retirement Plan Fee Disclosure H.R. 519 The Elder Caregiver Support and Information Enhancement Act of 2009. Issue: LTC additional appropriations for LTC Information clearinghouse. H.R. 1961 - Savings for American Families Future Act Issue: savers' credit S. 401 - Defined Contribution Fee Disclosure Act Issue: 401(k) fee disclosure H.R. 2021 Savings Recovery Act of 2009. Issue: Savers credit. H.R. 2792 Retirement Savings Transparency Act. Issue: Plan fee disclosure. H.R. 2733/S. 1389 Fixed Indexed Annuities and Insurance Products Classification Act of 2009. Issue: Clarify exemption for fixed indexed annuities. S. 1177 Confidence in Long Term Care Insurance Act of 2009. Issue: Consumer protection for long term care. S. 1226: Long Term Care Insurance Integrity Act of 2009. Issue: Long Term Care. S. 1636 Long Term Care Insurance Consumer Right-To-Know Act of 2009. Issue: Long Term Care consumer protections. S. 1661/S. 906/H.R. 3551 Senior Investment Protection Act of 2009. Issue: Suitability in insurance product sales to seniors and the sale of annuities. H.R. 2779 Defined Contribution Plan Fee Transparency Act of 2009. Issue: 401(k) Plan Fee Disclosure. S. 2832 Lifetime Income Disclosure Act. Issue: Annuity illustration on benefit statements. H. R. 4126 Retirement Fairness Act. Issue: Modification of 401(k) Plan Rules. H.R. 3590-The Patient Protection and Affordable Care Act. Issue: Long Term Care financing within heath reform and Medicare tax on nonqualified annuity income. H.R. 4872 Health Care and Education Reconciliation Act of 2010. Issue: LTC financing within health reform and unearned income tax. H.R. 4626 - Health Insurance Industry Fair Competition Act. Issue: Amends the McCarran-Ferguson Act to apply to the business of health insurance. H.R. 4742 - SAVE Act. Issue: simplifies SIMPLE IRAs and provides for voluntary Auto IRAs. S.3217/H.R. 4173 - Restoring American Financial Stability Act. Issue: incorporates Senior Investor Protection Act and provides for employer benefit plan carve out from CFPB. H.R. 5297 Small Business Lending Fund Act. Issue: Partial Annuitization and Roth Conversions of 401 (k) savings. H.R. 4213: American Jobs and Closing Tax Loopholes Act. Issue: Inclusion of 401 (k) plan fee disclosure.
2010 · first_quarter · Retirement
H.R. 519: ELDER CAREGIVER SUPPORT AND INFORMATION ENHANCEMENT ACT OF 2009; PROVISIONS RELATED TO LONG TERM CARE INFORMATION CLEARINGHOUSE HR 1721/S. 697: COMMUNITY LIVING ASSISTANCE SERVICES AND SUPPORTS ACT; PROVISIONS RELATED TO REFORM OF LONG TERM CARE FINANCING H.R. 1961: SAVINGS FOR AMERICAN FAMILIES FUTURE ACT OF 2009; PROVISIONS RELATED TO SAVERS' CREDIT H.R.1984: 401(K) FAIR DISCLOSURE FOR RETIREMENT SECURITY ACT OF 2009; PROVISIONS RELATED TO RETIREMENT PLAN FEE DISCLOSURE H.R. 1988: CONFLICTED INVESTMENT ADVICE PROHIBITION ACT OF 2009; PROVISIONS RELATED TO INVESTMENT ADVICE H.R. 2021: SAVINGS RECOVERY ACT OF 2009; PROVISIONS RELATED TO SAVERS CREDIT HR 2096/S 702: LONG TERM CARE AFFORDABILITY AND SECURITY ACT OF 2009; PROVISIONS RELATED TO LONG TERM CARE IN CAFETERIA PLANS AND FLEXIBLE SPENDING ARRANGEMENTS H.R. 2733/S. 1389: FIXED INDEXED ANNUITIES AND INSURANCE PRODUCTS CLASSIFICATION ACT OF 2009; PROVISIONS RELATED TO CLARIFICATION FOR FIXED ANNUITIES REGULATION H.R. 2748: RETIREMENT SECURITY NEEDS LIFETIME PAY ACT OF 2009; PROVISIONS RELATED TO TAX INCENTIVES FOR ANNUITIES H.R. 2779: DEFINED CONTRIBUTION PLAN FEE TRANSPARENCY ACT OF 2009; PROVISIONS RELATED TO 401(K) PLAN FEE DISCLOSURE H.R. 2792: RETIREMENT SAVINGS TRANSPARENCY ACT OF 2009; PROVISIONS RELATED TO PLAN FEE DISCLOSURE H.R. 2989: 401 (K) FAIR DISCLOSURE AND PENSION SECURITY ACT OF 2009; PROVISIONS RELATED TO RETIREMENT PLAN FEE DISCLOSURE H.R. 3551 /S. 1661/S. 906: SENIOR INVESTMENT PROTECTION ACT OF 2009; PROVISIONS RELATED TO PRODUCT SALES TO SENIORS, AND ANNUITIES SALES H.R. 3590: THE PATIENT PROTECTION AND AFFORDABLE CARE ACT; PROVISIONS RELATED TO LONG TERM CARE AND SUPPLEMENTAL PRODUCTS FINANCING, ANDMEDICARE TAX ON NONQUALIFIED ANNUITY INCOME H.R. 4126: RETIREMENT FAIRNESS ACT OF 2009; PROVISIONS RELATED TO MODIFICATION OF 401(K) PLAN RULES H.R. 4173: WALL STREET REFORM AND CONSUMER PROTECTION ACT OF 2009; PROVISIONS RELATED TO THE EXCLUSION OF RETIREMENT BENEFITS FROM CONSUMER FINANCIAL PROTECTION AGENCY, SUITIBILITY OF INSURANCE PRODUCT SALES TO SENIORS, AND SALE OF ANNUITIES H.R. 4626: HEALTH INSURANCE INDUSTRY FAIR COMPETITION ACT; PROVISIONS RELATED TO INSURANCE ANTI-TRUST REGULATIONS (MCCARRON-FERGUSON) H.R. 4742: SMALL BUSINESSES ADD VALUE FOR EMPLOYEES ACT OF 2009; PROVISIONS RELATED TO FOR SIMPLIFICATION OF SIMPLE IRAS, AND VOLUNTARY AUTO IRAS H.R. 4872: HEALTH CARE AND EDUCATION RECONCILIATION ACT OF 2010; PROVISIONS RELATED TO LONG TERM CARE FINANCING WITHING HEALTH CARE REFORM, AND UNEARNED INCOME TAXATION S. 401: DEFINED CONTRIBUTION FEE DISCLOSURE ACT OF 2009; PROVISIONS RELATED TO 401(K) PLAN FEE DISCLOSURE S. 1177: CONFIDENCE IN LONG TERM CARE INSURANCE ACT OF 2009; PROVISIONS RELATED TO CONSUMER PROTECTION IN LONG TERM CARE S. 1226: LONG TERM CARE INSURANCE INTEGRITY ACT OF 2009; PROVISIONS RELATED TO LONG TERM CARE S. 1297: RETIREMENT SECURITY FOR LIFE ACT OF 2009; PROVISIONS RELATED TO NON-QUALIFIED ANNUITIES TAX INCENTIVES S.1636: LONG TERM CARE INSURANCE CONSUMER RIGHT-TO-KNOW ACT OF 2009; PROVISIONS RELATED TO LONG TERM CARE CONSUMER PROTECTIONS S. 2832: LIFETIME INCOME DISCLOSURE ACT; PROVISIONS RELATED TO ANNUITY ILLUSTRATION ON BENEFIT STATEMENTS S. 3217: RESTORING AMERICAN FINANCIAL STABILITY ACT OF 2010; PROVISIONS RELATED TO SENIOR INVESTOR PROTECTION ACT, AND EMPLOYER BENEFIT PLANS WITHIN CONSUMER FINANCIAL PROTECTION BUREAU
2010 · first_quarter · Retirement
H.R. 519: ELDER CAREGIVER SUPPORT AND INFORMATION ENHANCEMENT ACT OF 2009; PROVISIONS RELATED TO LONG TERM CARE INFORMATION CLEARINGHOUSE HR 1721/S. 697: COMMUNITY LIVING ASSISTANCE SERVICES AND SUPPORTS ACT; PROVISIONS RELATED TO REFORM OF LONG TERM CARE FINANCING H.R. 1961: SAVINGS FOR AMERICAN FAMILIES FUTURE ACT OF 2009; PROVISIONS RELATED TO SAVERS' CREDIT H.R.1984: 401(K) FAIR DISCLOSURE FOR RETIREMENT SECURITY ACT OF 2009; PROVISIONS RELATED TO RETIREMENT PLAN FEE DISCLOSURE H.R. 1988: CONFLICTED INVESTMENT ADVICE PROHIBITION ACT OF 2009; PROVISIONS RELATED TO INVESTMENT ADVICE H.R. 2021: SAVINGS RECOVERY ACT OF 2009; PROVISIONS RELATED TO SAVERS CREDIT HR 2096/S 702: LONG TERM CARE AFFORDABILITY AND SECURITY ACT OF 2009; PROVISIONS RELATED TO LONG TERM CARE IN CAFETERIA PLANS AND FLEXIBLE SPENDING ARRANGEMENTS H.R. 2733/S. 1389: FIXED INDEXED ANNUITIES AND INSURANCE PRODUCTS CLASSIFICATION ACT OF 2009; PROVISIONS RELATED TO CLARIFICATION FOR FIXED ANNUITIES REGULATION H.R. 2748: RETIREMENT SECURITY NEEDS LIFETIME PAY ACT OF 2009; PROVISIONS RELATED TO TAX INCENTIVES FOR ANNUITIES H.R. 2779: DEFINED CONTRIBUTION PLAN FEE TRANSPARENCY ACT OF 2009; PROVISIONS RELATED TO 401(K) PLAN FEE DISCLOSURE H.R. 2792: RETIREMENT SAVINGS TRANSPARENCY ACT OF 2009; PROVISIONS RELATED TO PLAN FEE DISCLOSURE H.R. 2989: 401 (K) FAIR DISCLOSURE AND PENSION SECURITY ACT OF 2009; PROVISIONS RELATED TO RETIREMENT PLAN FEE DISCLOSURE H.R. 3551 /S. 1661/S. 906: SENIOR INVESTMENT PROTECTION ACT OF 2009; PROVISIONS RELATED TO PRODUCT SALES TO SENIORS, AND ANNUITIES SALES H.R. 3590: THE PATIENT PROTECTION AND AFFORDABLE CARE ACT; PROVISIONS RELATED TO LONG TERM CARE AND SUPPLEMENTAL PRODUCTS FINANCING, ANDMEDICARE TAX ON NONQUALIFIED ANNUITY INCOME H.R. 4126: RETIREMENT FAIRNESS ACT OF 2009; PROVISIONS RELATED TO MODIFICATION OF 401(K) PLAN RULES H.R. 4173: WALL STREET REFORM AND CONSUMER PROTECTION ACT OF 2009; PROVISIONS RELATED TO THE EXCLUSION OF RETIREMENT BENEFITS FROM CONSUMER FINANCIAL PROTECTION AGENCY, SUITIBILITY OF INSURANCE PRODUCT SALES TO SENIORS, AND SALE OF ANNUITIES H.R. 4626: HEALTH INSURANCE INDUSTRY FAIR COMPETITION ACT; PROVISIONS RELATED TO INSURANCE ANTI-TRUST REGULATIONS (MCCARRON-FERGUSON) H.R. 4742: SMALL BUSINESSES ADD VALUE FOR EMPLOYEES ACT OF 2009; PROVISIONS RELATED TO FOR SIMPLIFICATION OF SIMPLE IRAS, AND VOLUNTARY AUTO IRAS H.R. 4872: HEALTH CARE AND EDUCATION RECONCILIATION ACT OF 2010; PROVISIONS RELATED TO LONG TERM CARE FINANCING WITHING HEALTH CARE REFORM, AND UNEARNED INCOME TAXATION S. 401: DEFINED CONTRIBUTION FEE DISCLOSURE ACT OF 2009; PROVISIONS RELATED TO 401(K) PLAN FEE DISCLOSURE S. 1177: CONFIDENCE IN LONG TERM CARE INSURANCE ACT OF 2009; PROVISIONS RELATED TO CONSUMER PROTECTION IN LONG TERM CARE S. 1226: LONG TERM CARE INSURANCE INTEGRITY ACT OF 2009; PROVISIONS RELATED TO LONG TERM CARE S. 1297: RETIREMENT SECURITY FOR LIFE ACT OF 2009; PROVISIONS RELATED TO NON-QUALIFIED ANNUITIES TAX INCENTIVES S.1636: LONG TERM CARE INSURANCE CONSUMER RIGHT-TO-KNOW ACT OF 2009; PROVISIONS RELATED TO LONG TERM CARE CONSUMER PROTECTIONS S. 2832: LIFETIME INCOME DISCLOSURE ACT; PROVISIONS RELATED TO ANNUITY ILLUSTRATION ON BENEFIT STATEMENTS S. 3217: RESTORING AMERICAN FINANCIAL STABILITY ACT OF 2010; PROVISIONS RELATED TO SENIOR INVESTOR PROTECTION ACT, AND EMPLOYER BENEFIT PLANS WITHIN CONSUMER FINANCIAL PROTECTION BUREAU
2010 · first_quarter · Retirement
Limit Executive Compensation Abuse Act - H.R. 857 The Savings for American Families Future Act of 2009 H.R. 1961 The 401 (k) Fair Disclosure for Retirement Security Act 0f 2009 H.R. 1984 Conflicted Investment Advice Prohibition Act of 2009 H.R. 1988 Savings Recovery Act H.R. 2021 Retirement Security Needs Lifetime Pay Act H.R. 2748 Retirement Savings Transparency Act of 2009 - H.R. 2792 The Defined Contribution Plan Fee Transparency Act H.R. 2779 401 (k) Fair Disclosure and Pension Security Act of 2009 H.R. 2989 Consumer Financial Protection Agency Act of 2009 H.R. 3126 Corporate and Financial Institution Compensation Fairness Act of 2009 H.R. 3269 Taxpayer Responsibility, Accountability and Consistency Act of 2009 H.R. 3408 Foreign Account Tax Compliance Act of 2009 H.R. 3933 Preserve Benefits and Jobs Act of 2009 H.R. 3936 Retirement Fairness Act H.R. 4126 Sensible Transparency for Retirement Plans Act H.R. 4146 Tax Technical Corrections Act of 2009 H.R. 4169 Wall Street Reform and Consumer Protection Act H.R. 4173 American Workers, State, and Business Relief Act H.R. 4213, & Substitute amendment Small Businesses Add Value for Employees Act of 2009 (SAVE Act) H.R. 4742 Pension Funding - additional funding relief for defined benefit pension plans, single and multiemployer plans, nonqualified deferred compensation conditions, PBGC premium funding target methods Retirement Security nonqualified deferred compensation, executive compensation, defined contribution plan issues, 401 (k) plans, conversions to Roth 401 (k) plans, automatic IRAs, investment advice, investment selection (target date funds), the Savers Credit, retirement savings plans for small businesses, lifetime income issues, nondiscrimination rules for retirement plans Supporting the goals and ideals of the fourth annual America Saves Week - H. RES. 1082 Fiscal Year 2011 Budget retirement plan proposals, worker classification Cap Executive Officer Pay Act of 2009 - S. 360 The Defined Contribution Fee Disclosure Act of 2009 - S. 401 Shareholder Bill of Rights Act S. 1074 Retirement Security for Life Act of 2009 S. 1297 The Pension Benefits Guaranty Corporation (PBGC) Governance Improvement Act S. 1544 Foreign Account Tax Compliance Act of 2009 S. 1934 Lifetime Income Disclosure Act S. 2832 Create Jobs and Save Benefits Act of 2010 S. 3157 Restoring American Financial Stability Act S. 3217 American Workers, State, and Business Relief Act H.R. 4213, & Substitute amendment Hiring Incentives to Restore Employment Act (HIRE) pension funding relief provisions Wall Street Compensation Reform Act of 2010 draft proposal Pension funding additional funding relief for defined benefit pension plans, single and multiemployer plans, nonqualified deferred compensation conditions, PBGC premium funding target methods Retirement Security nonqualified deferred compensation, executive compensation, defined contribution plan issues, 401 (k) plans, automatic IRAs, conversions to Roth 401 (k) plans, investment advice, investment selection (target date funds), the Savers Credit, lifetime income issues Health Care Reform Senate Finance Committee Version Americas Healthy Futures Act of 2009 S. 1796 - executive compensation provision Fiscal Year 2011 Budget retirement plan proposals Regulatory communication with covered federal officials on legislative issues DOL/Employee Benefits Security Administration (EBSA) lifetime income issues, pension funding, proposed investment advice regulations, 401 (k) fee disclosure, investment selection (target date funds) and annuity issues DOL/Employee Benefits Security Administration (EBSA)/Office of Management and Budget (OMB) - proposed rule on application of ERISA to state/local health reform efforts Treasury/IRS nonqualified deferred compensation (NQDC) Section 409A plan document corrections Treasury/IRS pension funding, hybrids, automatic/mandatory individual retirement accounts (IRAs), distribution notice issues, interest rate guidance, lifetime income issues, annuity issues, Required Minimum Distributions (RMD rules), retirement plan designs and benefits restrictions The Worker, Retiree, and Employer Recovery Act of 2008 (WRERA), Treasury/IRS Heroes Earnings Assistance and Relief Tax (HEART) Act of 2008 tax treatment of expatriates, tax and savings assistance for military veterans and families Treasury/IRS Foreign Bank Account Reporting/Report of Foreign Bank and Financial Accounts (FBAR) H.R. 3933 Pension Benefit Guaranty Corporation (PBGC) premium funding target methods White House/Executive Office of the President pension funding issues Office of the Vice President pension funding issues
2010 · first_quarter · Retirement
See attachment.. RET First Quarter Report 2010 H.R. 519 The Elder Caregiver Support and Information Enhancement Act of 2009. Issue: LTC additional appropriations for LTC Information clearinghouse. H.R. 1961 - Savings for American Families Future Act Issue: savers' credit H.R. 1984 - 401(k) Fair Disclosure for Retirement Security Act of 2009. Issue: Retirement plan fee disclosure. H.R. 1988 Conflicted Investment Advice Prohibition Act of 2009. Issue: Investment Advice. H.R. 2021 Savings Recovery Act of 2009. Issue: Savers credit. H.R. 2733/S. 1389 Fixed Indexed Annuities and Insurance Products Classification Act of 2009. Issue: Clarify exemption for fixed indexed annuities. H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009. Issue: Tax Incentive for Annuities. H.R. 2779 Defined Contribution Plan Fee Transparency Act of 2009. Issue: 401(k) Plan Fee Disclosure. H.R. 2792 Retirement Savings Transparency Act. Issue: Plan fee disclosure. H.R. 2989 401 (K) Fair Disclosure and Pension Security Act of 2009. Issue: Retirement Plan Fee Disclosure H.R. 3590-The Patient Protection and Affordable Care Act. Issue: Long Term Care financing within heath reform and Medicare tax on nonqualified annuity income. H. R. 4126 Retirement Fairness Act. Issue: Modification of 401(k) Plan Rules. H. R. 4173 Wall Street Reform and Consumer Protection Act. Issue: Exclusion of retirement plans from CFPA and suitability in insurance product sales to seniors and sales of annuities. H.R. 4626 - Health Insurance Industry Fair Competition Act. Issue: Amends the McCarran-Ferguson Act to apply to the business of health insurance. H.R. 4742 - SAVE Act. Issue: simplifies SIMPLE IRAs and provides for voluntary Auto IRAs. H.R. 4872 Health Care and Education Reconciliation Act of 2010. Issue: LTC financing within health reform and unearned income tax. S. 401 - Defined Contribution Fee Disclosure Act Issue: 401(k) fee disclosure S. 697/ HR 1721 Community Living Assistance Services and Supports Act. Issue: reform of LTC financing. S 702/ HR 2096 - Long Term Care Affordability and Security Act of 2009. Issue: allows long term care insurance to be offered in employer sponsored cafeteria plans and FSA. S. 1177 - Confidence in Long Term Care Insurance Act of 2009. Issue: Consumer protection for long term care. S. 1226: Long Term Care Insurance Integrity Act of 2009. Issue: Long Term Care. S. 1297 - Retirement Security for Life Act. Issue: Tax Incentive for Non Qualified Annuities. S. 1636 Long Term Care Insurance Consumer Right-To-Know Act of 2009. Issue: Long Term Care consumer protections. S. 1661/S. 906/H.R. 3551 Senior Investment Protection Act of 2009. Issue: Suitability in insurance product sales to seniors and the sale of annuities. S. 2832 Lifetime Income Disclosure Act. Issue: Annuity illustration on benefit statements. S._____ - Restoring American Financial Stability Act. Issue: incorporates Senior Investor Protection Act and provides for employer benefit plan carve out from CFPB.
2010 · first_quarter · Retirement
S. 1297 Retirement Security for Life Act. Issue: Tax Incentive for Non Qualified Annuities. H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009. Issue: Tax Incentive for Annuities. H.R. 1988 Conflicted Investment Advice Prohibition Act of 2009. Issue: Investment Advice. H.R.1984 - 401(k) Fair Disclosure for Retirement Security Act of 2009. Issue: Retirement plan fee disclosure. H.R. 2989 401 (K) Fair Disclosure and Pension Security Act of 2009. Issue: Retirement Plan Fee Disclosure S. 697/ HR 1721 Community Living Assistance Services and Supports Act. Issue: reform of LTC financing. H.R. 519 The Elder Caregiver Support and Information Enhancement Act of 2009. Issue: LTC additional appropriations for LTC Information clearinghouse. H.R. 1961 - Savings for American Families Future Act Issue: savers' credit S. 401 - Defined Contribution Fee Disclosure Act Issue: 401(k) fee disclosure H.R. 2021 Savings Recovery Act of 2009. Issue: Savers credit. H.R. 2792 Retirement Savings Transparency Act. Issue: Plan fee disclosure. H.R. 2733/S. 1389 Fixed Indexed Annuities and Insurance Products Classification Act of 2009. Issue: Clarify exemption for fixed indexed annuities. S 702/ HR 2096 Long Term Care Affordability and Security Act of 2009. Issue: allows long term care insurance to be offered in employer sponsored cafeteria plans and FSA. S. 1177 Confidence in Long Term Care Insurance Act of 2009. Issue: Consumer protection for long term care. S. 1226: Long Term Care Insurance Integrity Act of 2009. Issue: Long Term Care. S. 1636 Long Term Care Insurance Consumer Right-To-Know Act of 2009. Issue: Long Term Care consumer protections. S. 1661/S. 906/H.R. 3551 Senior Investment Protection Act of 2009. Issue: Suitability in insurance product sales to seniors and the sale of annuities. H.R. 2779 Defined Contribution Plan Fee Transparency Act of 2009. Issue: 401(k) Plan Fee Disclosure. S. 2832 Lifetime Income Disclosure Act. Issue: Annuity illustration on benefit statements. H. R. 4126 Retirement Fairness Act. Issue: Modification of 401(k) Plan Rules. H. R. 4173 Wall Street Reform and Consumer Protection Act. Issue: Exclusion of retirement plans from CFPA and suitability in insurance product sales to seniors and sales of annuities. H.R. 3590-The Patient Protection and Affordable Care Act. Issue: Long Term Care financing within heath reform and Medicare tax on nonqualified annuity income. H.R. 4872 Health Care and Education Reconciliation Act of 2010. Issue: LTC financing within health reform and unearned income tax. H.R. 4626 - Health Insurance Industry Fair Competition Act. Issue: Amends the McCarran-Ferguson Act to apply to the business of health insurance. H.R. 4742 - SAVE Act. Issue: simplifies SIMPLE IRAs and provides for voluntary Auto IRAs. S._____ - Restoring American Financial Stability Act. Issue: incorporates Senior Investor Protection Act and provides for employer benefit plan carve out from CFPB.
2009 · third_quarter · Retirement
S. 1297 Retirement Security for Life Act. Issue: Tax Incentive for Non Qualified Annuities. H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009. Issue: Tax Incentive for Annuities. H.R. 1988 Conflicted Investment Advice Prohibition Act of 2009. Issue: Investment Advice. H.R.1984 - 401(k) Fair Disclosure for Retirement Security Act of 2009. Issue: Retirement plan fee disclosure. H.R. 2989 401 (K) Fair Disclosure and Pension Security Act of 2009. Issue: Retirement Plan Fee Disclosure S. 697/ HR 1721 Community Living Assistance Services and Supports Act. Issue: reform of LTC financing. H.R. 897 The Long Term Care and Retirement Security Act of 2009. Issue: LTC in cafeteria and FSA and above the line deductions for LTC premiums. S. 434 Empowered at Home Act of 2009. Issue: Allows above the line tax deduction for LTC premiums. Allows LTC to be offered in cafeteria/ FSA plans. S. 391 Healthy Americans Act. Issue: private health insurance including LTC. H.R. 519 The Elder Caregiver Support and Information Enhancement Act of 2009. Issue: LTC additional appropriations for LTC Information clearinghouse. H.R. 1961 - Savings for American Families Future Act Issue: savers' credit S. 401 - Defined Contribution Fee Disclosure Act Issue: 401(k) fee disclosure H.R. 2021 Savings Recovery Act of 2009. Issue: Savers credit. H.R. 2792 Retirement Savings Transparency Act. Issue: Plan fee disclosure. H.R. 2733/S. 1389 Fixed Indexed Annuities and Insurance Products Classification Act of 2009. Issue: Clarify exemption for fixed indexed annuities. S 702/ HR 2096 Long Term Care Affordability and Security Act of 2009. Issue: allows long term care insurance to be offered in employer sponsored cafeteria plans and FSA. S. 1679, Affordable Health Choices Act. Issue: Long Term Care financing with in health reform. S. 1177 Confidence in Long Term Care Insurance Act of 2009. Issue: Consumer protection for long term care. H.R. 3200: Americas Affordable Health Choices Act of 2009. Issue: Long Term Care financing within health reform. S. _______: Americas Healthy Future Act. Issue: Long Term Care financing within heath reform. No bill number yet. S. 1226: Long Term Care Insurance Integrity Act of 2009. Issue: Long Term Care. S. 1636 Long Term Care Insurance Consumer Right-To-Know Act of 2009. Issue: Long Term Care consumer protections. S. 1661/S. 906/H.R. 3551 Senior Investment Protection Act of 2009. Issue: Suitability in insurance product sales to seniors and the sale of annuities. H.R. 2779 Defined Contribution Plan Fee Transparency Act of 2009. Issue: 401(k) Plan Fee Disclosure.
2009 · fourth_quarter · Retirement
S. 1297 Retirement Security for Life Act. Issue: Tax Incentive for Non Qualified Annuities. H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009. Issue: Tax Incentive for Annuities. H.R. 1988 Conflicted Investment Advice Prohibition Act of 2009. Issue: Investment Advice. H.R.1984 - 401(k) Fair Disclosure for Retirement Security Act of 2009. Issue: Retirement plan fee disclosure. H.R. 2989 401 (K) Fair Disclosure and Pension Security Act of 2009. Issue: Retirement Plan Fee Disclosure S. 697/ HR 1721 Community Living Assistance Services and Supports Act. Issue: reform of LTC financing. H.R. 897 The Long Term Care and Retirement Security Act of 2009. Issue: LTC in cafeteria and FSA and above the line deductions for LTC premiums. S. 434 Empowered at Home Act of 2009. Issue: Allows above the line tax deduction for LTC premiums. Allows LTC to be offered in cafeteria/ FSA plans. S. 391 Healthy Americans Act. Issue: private health insurance including LTC. H.R. 519 The Elder Caregiver Support and Information Enhancement Act of 2009. Issue: LTC additional appropriations for LTC Information clearinghouse. H.R. 1961 - Savings for American Families Future Act Issue: savers' credit S. 401 - Defined Contribution Fee Disclosure Act Issue: 401(k) fee disclosure H.R. 2021 Savings Recovery Act of 2009. Issue: Savers credit. H.R. 2792 Retirement Savings Transparency Act. Issue: Plan fee disclosure. H.R. 2733/S. 1389 Fixed Indexed Annuities and Insurance Products Classification Act of 2009. Issue: Clarify exemption for fixed indexed annuities. S 702/ HR 2096 Long Term Care Affordability and Security Act of 2009. Issue: allows long term care insurance to be offered in employer sponsored cafeteria plans and FSA. S. 1679, Affordable Health Choices Act. Issue: Long Term Care financing with in health reform. S. 1177 Confidence in Long Term Care Insurance Act of 2009. Issue: Consumer protection for long term care. H.R. 3200: Americas Affordable Health Choices Act of 2009. Issue: Long Term Care financing within health reform. S. _______: Americas Healthy Future Act. Issue: Long Term Care financing within heath reform. No bill number yet. S. 1226: Long Term Care Insurance Integrity Act of 2009. Issue: Long Term Care. S. 1636 Long Term Care Insurance Consumer Right-To-Know Act of 2009. Issue: Long Term Care consumer protections. S. 1661/S. 906/H.R. 3551 Senior Investment Protection Act of 2009. Issue: Suitability in insurance product sales to seniors and the sale of annuities. H.R. 2779 Defined Contribution Plan Fee Transparency Act of 2009. Issue: 401(k) Plan Fee Disclosure. S. 2832 Lifetime Income Disclosure Act. Issue: Annuity illustration on benefit statements. H. R. 4126 Retirement Fairness Act. Issue: Modification of 401(k) Plan Rules. H. R. 4173 Wall Street Reform and Consumer Protection Act. Issue: Exclusion of retirement plans from CFPA and suitability in insurance product sales to seniors and sales of annuities. H.R. 3590-The Patient Protection and Affordable Care Act. Issue: Long Term Care financing within heath reform.
2009 · fourth_quarter · Retirement
S. 1297 Retirement Security for Life Act. Issue: Tax Incentive for Non Qualified Annuities. H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009. Issue: Tax Incentive for Annuities. H.R. 1988 Conflicted Investment Advice Prohibition Act of 2009. Issue: Investment Advice. H.R.1984 - 401(k) Fair Disclosure for Retirement Security Act of 2009. Issue: Retirement plan fee disclosure. H.R. 2989 401 (K) Fair Disclosure and Pension Security Act of 2009. Issue: Retirement Plan Fee Disclosure S. 697/ HR 1721 Community Living Assistance Services and Supports Act. Issue: reform of LTC financing. H.R. 897 The Long Term Care and Retirement Security Act of 2009. Issue: LTC in cafeteria and FSA and above the line deductions for LTC premiums. S. 434 Empowered at Home Act of 2009. Issue: Allows above the line tax deduction for LTC premiums. Allows LTC to be offered in cafeteria/ FSA plans. S. 391 Healthy Americans Act. Issue: private health insurance including LTC. H.R. 519 The Elder Caregiver Support and Information Enhancement Act of 2009. Issue: LTC additional appropriations for LTC Information clearinghouse. H.R. 1961 - Savings for American Families Future Act Issue: savers' credit S. 401 - Defined Contribution Fee Disclosure Act Issue: 401(k) fee disclosure H.R. 2021 Savings Recovery Act of 2009. Issue: Savers credit. H.R. 2792 Retirement Savings Transparency Act. Issue: Plan fee disclosure. H.R. 2733/S. 1389 Fixed Indexed Annuities and Insurance Products Classification Act of 2009. Issue: Clarify exemption for fixed indexed annuities. S 702/ HR 2096 Long Term Care Affordability and Security Act of 2009. Issue: allows long term care insurance to be offered in employer sponsored cafeteria plans and FSA. S. 1679, Affordable Health Choices Act. Issue: Long Term Care financing with in health reform. S. 1177 Confidence in Long Term Care Insurance Act of 2009. Issue: Consumer protection for long term care. H.R. 3200: Americas Affordable Health Choices Act of 2009. Issue: Long Term Care financing within health reform. S. _______: Americas Healthy Future Act. Issue: Long Term Care financing within heath reform. No bill number yet. S. 1226: Long Term Care Insurance Integrity Act of 2009. Issue: Long Term Care. S. 1636 Long Term Care Insurance Consumer Right-To-Know Act of 2009. Issue: Long Term Care consumer protections. S. 1661/S. 906/H.R. 3551 Senior Investment Protection Act of 2009. Issue: Suitability in insurance product sales to seniors and the sale of annuities. H.R. 2779 Defined Contribution Plan Fee Transparency Act of 2009. Issue: 401(k) Plan Fee Disclosure. S. 2832 Lifetime Income Disclosure Act. Issue: Annuity illustration on benefit statements. H. R. 4126 Retirement Fairness Act. Issue: Modification of 401(k) Plan Rules. H. R. 4173 Wall Street Reform and Consumer Protection Act. Issue: Exclusion of retirement plans from CFPA and suitability in insurance product sales to seniors and sales of annuities. H.R. 3590-The Patient Protection and Affordable Care Act. Issue: Long Term Care financing within heath reform.
2009 · fourth_quarter · Retirement
H.R. 519: ELDER CAREGIVER SUPPORT AND INFORMATION ENHANCEMENT ACT OF 2009; PROVISIONS RELATED TO LONG TERM CARE APPROPRIATIONS FOR LONG TERM CARE INFORMATION CLEARINGHOUSE H.R. 897: LONG TERM CARE AND RETIREMENT SECURITY ACT OF 2009; PROVISIONS RELATED TO LONG TERM CARE IN CAFETERIA PLANS AND FLEXIBLE SPENDING ARRANGEMENTS, AND ABOVE THE LINE DEDUCTIONS FOR LONG TERM CARE PREMIUMS HR 1721/S. 697: COMMUNITY LIVING ASSISTANCE SERVICES AND SUPPORTS ACT; PROVISIONS RELATED TO REFORM OF LONG TERM CARE FINANCING H.R. 1961: SAVINGS FOR AMERICAN FAMILIES FUTURE ACT OF 2009; PROVISIONS RELATED TO SAVERS' CREDIT H.R.1984: 401(K) FAIR DISCLOSURE FOR RETIREMENT SECURITY ACT OF 2009; PROVISIONS RELATED TO RETIREMENT PLAN FEE DISCLOSURE H.R. 1988: CONFLICTED INVESTMENT ADVICE PROHIBITION ACT OF 2009; PROVISIONS RELATED TO INVESTMENT ADVICE H.R. 2021: SAVINGS RECOVERY ACT OF 2009; PROVISIONS RELATED TO SAVERS CREDIT HR 2096/S 702: LONG TERM CARE AFFORDABILITY AND SECURITY ACT OF 2009; PROVISIONS RELATED TO LONG TERM CARE IN CAFETERIA PLANS AND FLEXIBLE SPENDING ARRANGEMENTS H.R. 2733/S. 1389: FIXED INDEXED ANNUITIES AND INSURANCE PRODUCTS CLASSIFICATION ACT OF 2009; PROVISIONS RELATED TO CLARIFICATION FOR FIXED ANNUITIES REGULATION H.R. 2748: RETIREMENT SECURITY NEEDS LIFETIME PAY ACT OF 2009; PROVISIONS RELATED TO TAX INCENTIVE FOR ANNUITIES H.R. 2779: DEFINED CONTRIBUTION PLAN FEE TRANSPARENCY ACT OF 2009; PROVISIONS RELATED TO 401(K) PLAN FEE DISCLOSURE H.R. 2792: RETIREMENT SAVINGS TRANSPARENCY ACT OF 2009; PROVISIONS RELATED TO PLAN FEE DISCLOSURE H.R. 2989: 401 (K) FAIR DISCLOSURE AND PENSION SECURITY ACT OF 2009; PROVISIONS RELATED TO RETIREMENT PLAN FEE DISCLOSURE H.R. 3200: AMERICA'S AFFORDABLE HEALTH CHOICES ACT OF 2009; PROVISIONS RELATED TO LONG TERM CARE FINANCING WITHIN HEALTH CARE REFORM H.R. 3551 /S. 1661/S. 906: SENIOR INVESTMENT PROTECTION ACT OF 2009; PROVISIONS RELATED TO PRODUCT SALES TO SENIORS, AND ANNUITIES SALES H.R. 3590: THE PATIENT PROTECTION AND AFFORDABLE CARE ACT; PROVISIONS RELATED TO LONG TERM CARE AND SUPPLEMENTAL PRODUCTS FINANCING AND TAX WITHIN HEALTH REFORM H.R. 4126: RETIREMENT FAIRNESS ACT OF 2009; PROVISIONS RELATED TO MODIFICATION OF 401(K) PLAN RULES H.R. 4173: WALL STREET REFORM AND CONSUMER PROTECTION ACT OF 2009; PROVISIONS RELATED TO THE EXCLUSION OF RETIREMENT BENEFITS FROM CONSUMER FINANCIAL PROTECTION AGENCY, SUITIBILITY OF INSURANCE PRODUCT SALES TO SENIORS, AND SALE OF ANNUITIES S. 391: HEALTHY AMERICANS ACT; PROVISIONS RELATED TO PRIVATE HEALTH INSURANCE INCLUDING LONG TERM CARE S. 401: DEFINED CONTRIBUTION FEE DISCLOSURE ACT OF 2009; PROVISIONS RELATED TO 401(K) PLAN FEE DISCLOSURE S. 434: EMPOWERED AT HOME ACT OF 2009; PROVISIONS RELATED TO LONG TERM CARE PREMIUMS, TAX DEDUCTIONS AND LONG TERM CARE IN CAFETERIA PLANS AND FLEXABLE SPENDING ARRANGEMENTS S. 1177: CONFIDENCE IN LONG TERM CARE INSURANCE ACT OF 2009; PROVISIONS RELATED TO CONSUMER PROTECTION IN LONG TERM CARE S. 1297: RETIREMENT SECURITY FOR LIFE ACT OF 2009; PROVISIONS RELATED TO NON-QUALIFIED ANNUITIES TAX INCENTIVES S. 1626: LONG TERM CARE INSURANCE INTEGRITY ACT OF 2009; PROVISIONS RELATED TO LONG TERM CARE S. 1679: AFFORDABLE HEALTH CHOICES ACT; PROVISIONS RELATED TO LONG TERM CARE FINANCING S. 1636: LONG TERM CARE INSURANCE CONSUMER RIGHT-TO-KNOW ACT OF 2009; PROVISIONS RELATED TO LONG TERM CARE CONSUMER PROTECTIONS S. 1796: AMERICAS HEALTHY FUTURE ACT; PROVISIONS RELATED TO LONG TERM CARE FINANCING S. 2832: LIFETIME INCOME DISCLOSURE ACT; PROVISIONS RELATED TO ANNUITY ILLUSTRATION ON BENEFIT STATEMENTS
2009 · fourth_quarter · Retirement
Limit Executive Compensation Abuse Act - H.R. 857 The Savings for American Families Future Act of 2009 H.R. 1961 The 401 (k) Fair Disclosure for Retirement Security Act 0f 2009 H.R. 1984 Conflicted Investment Advice Prohibition Act of 2009 H.R. 1988 Savings Recovery Act H.R. 2021 Retirement Security Needs Lifetime Pay Act H.R. 2748 Retirement Savings Transparency Act of 2009 - H.R. 2792 The Defined Contribution Plan Fee Transparency Act H.R. 2779 401 (k) Fair Disclosure and Pension Security Act of 2009 H.R. 2989 Consumer Financial Protection Agency Act of 2009 H.R. 3126 Corporate and Financial Institution Compensation Fairness Act of 2009 H.R. 3269 Taxpayer Responsibility, Accountability and Consistency Act of 2009 H.R. 3408 Foreign Account Tax Compliance Act H.R. 3933 Preserve Benefits and Jobs Act of 2009 H.R. 3936 Retirement Fairness Act H.R. 4126 Sensible Transparency for Retirement Plans Act H.R. 4146 Tax Technical Corrections Act H.R. 4169 Pension Funding - additional funding relief for defined benefit pension plans, nonqualified deferred compensation conditions Retirement Security nonqualified deferred compensation, executive compensation, defined contribution plans, 401 (k) plans, automatic IRAs, investment advice, investment selection (target date funds), the Savers Credit, retirement savings plans for small businesses Senate Cap Executive Officer Pay Act of 2009 - S. 360 The Defined Contribution Fee Disclosure Act of 2009 - S. 401 Shareholder Bill of Rights Act S. 1074 The Pension Benefits Guaranty Corporation (PBGC) Governance Improvement Act S. 1544 Lifetime Income Disclosure Act S. 2832 Pension funding additional funding relief for defined benefit pension plans, nonqualified deferred compensation conditions Retirement Security nonqualified deferred compensation, executive compensation, defined contribution plans, 401 (k) plans, automatic IRAs, investment advice, investment selection (target date funds), the Savers Credit, retirement savings plans for small businesses Health Care Reform Senate Finance Committee Version Americas Healthy Futures Act of 2009 S. 1796 - executive compensation provision Regulatory communication with covered federal officials on legislative issues Treasury/IRS pension funding, hybrids, automatic/mandatory individual retirement accounts (IRAs), interest rate guidance, 2010 inflation indexing, 2010 retirement plan limits, annuity issues, Required Minimum Distributions (RMD rules), retirement plan designs and benefits restrictions The Worker, Retiree, and Employer Recovery Act of 2008 (WRERA), Treasury/IRS Heroes Earnings Assistance and Relief Tax (HEART) Act of 2008 tax treatment of expatriates DOL/Employee Benefits Security Administration (EBSA) pension funding, investment advice, fee disclosure, investment selection (target date funds) and annuity issues IRS Foreign Bank Account Reporting (FBAR) H.R. 3933 White House/Executive Office of the President pension funding relief issues Office of the Vice President pension funding relief issues
2009 · fourth_quarter · Retirement
See attachment. RET Fourth Quarter Report 2009 H.R. 519 The Elder Caregiver Support and Information Enhancement Act of 2009. Issue: LTC additional appropriations for LTC Information clearinghouse. H.R. 897 The Long Term Care and Retirement Security Act of 2009. Issue: LTC in cafeteria and FSA and above the line deductions for LTC premiums. H.R. 1961 - Savings for American Families Future Act Issue: savers' credit H.R. 1984 - 401(k) Fair Disclosure for Retirement Security Act of 2009. Issue: Retirement plan fee disclosure. H.R. 1988 Conflicted Investment Advice Prohibition Act of 2009. Issue: Investment Advice. H.R. 2021 Savings Recovery Act of 2009. Issue: Savers credit. H.R. 2733/S. 1389 Fixed Indexed Annuities and Insurance Products Classification Act of 2009. Issue: Clarify exemption for fixed indexed annuities. H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009. Issue: Tax Incentive for Annuities. H.R. 2779 Defined Contribution Plan Fee Transparency Act of 2009. Issue: 401(k) Plan Fee Disclosure. H.R. 2792 Retirement Savings Transparency Act. Issue: Plan fee disclosure. H.R. 2989 401 (K) Fair Disclosure and Pension Security Act of 2009. Issue: Retirement Plan Fee Disclosure H.R. 3200: Americas Affordable Health Choices Act of 2009. Issue: Long Term Care financing within health reform. H.R. 3590-The Patient Protection and Affordable Care Act. Issue: Long Term Care financing within heath reform. H. R. 4126 Retirement Fairness Act. Issue: Modification of 401(k) Plan Rules. H. R. 4173 Wall Street Reform and Consumer Protection Act. Issue: Exclusion of retirement plans from CFPA and suitability in insurance product sales to seniors and sales of annuities. S. 391 Healthy Americans Act. Issue: private health insurance including LTC. S. 401 - Defined Contribution Fee Disclosure Act Issue: 401(k) fee disclosure S. 434 Empowered at Home Act of 2009. Issue: Allows above the line tax deduction for LTC premiums. Allows LTC to be offered in cafeteria/ FSA plans. S. 697/ HR 1721 Community Living Assistance Services and Supports Act. Issue: reform of LTC financing. S 702/ HR 2096 Long Term Care Affordability and Security Act of 2009. Issue: allows long term care insurance to be offered in employer sponsored cafeteria plans and FSA. S. 1177 Confidence in Long Term Care Insurance Act of 2009. Issue: Consumer protection for long term care. S. 1226: Long Term Care Insurance Integrity Act of 2009. Issue: Long Term Care. S. 1297 Retirement Security for Life Act. Issue: Tax Incentive for Non Qualified Annuities. S. 1636 Long Term Care Insurance Consumer Right-To-Know Act of 2009. Issue: Long Term Care consumer protections. S. 1661/S. 906/H.R. 3551 Senior Investment Protection Act of 2009. Issue: Suitability in insurance product sales to seniors and the sale of annuities. S. 1679, Affordable Health Choices Act. Issue: Long Term Care financing with in health reform. S. 2832 Lifetime Income Disclosure Act. Issue: Annuity illustration on benefit statements. S. _______: Americas Healthy Future Act. Issue: Long Term Care financing within heath reform. No bill number yet.
2009 · fourth_quarter · Retirement
S. 1297 Retirement Security for Life Act. Issue: Tax Incentive for Non Qualified Annuities. H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009. Issue: Tax Incentive for Annuities. H.R. 1988 Conflicted Investment Advice Prohibition Act of 2009. Issue: Investment Advice. H.R.1984 - 401(k) Fair Disclosure for Retirement Security Act of 2009. Issue: Retirement plan fee disclosure. H.R. 2989 401 (K) Fair Disclosure and Pension Security Act of 2009. Issue: Retirement Plan Fee Disclosure S. 697/ HR 1721 Community Living Assistance Services and Supports Act. Issue: reform of LTC financing. H.R. 897 The Long Term Care and Retirement Security Act of 2009. Issue: LTC in cafeteria and FSA and above the line deductions for LTC premiums. S. 434 Empowered at Home Act of 2009. Issue: Allows above the line tax deduction for LTC premiums. Allows LTC to be offered in cafeteria/ FSA plans. S. 391 Healthy Americans Act. Issue: private health insurance including LTC. H.R. 519 The Elder Caregiver Support and Information Enhancement Act of 2009. Issue: LTC additional appropriations for LTC Information clearinghouse. H.R. 1961 - Savings for American Families Future Act Issue: savers' credit S. 401 - Defined Contribution Fee Disclosure Act Issue: 401(k) fee disclosure H.R. 2021 Savings Recovery Act of 2009. Issue: Savers credit. H.R. 2792 Retirement Savings Transparency Act. Issue: Plan fee disclosure. H.R. 2733/S. 1389 Fixed Indexed Annuities and Insurance Products Classification Act of 2009. Issue: Clarify exemption for fixed indexed annuities. S 702/ HR 2096 Long Term Care Affordability and Security Act of 2009. Issue: allows long term care insurance to be offered in employer sponsored cafeteria plans and FSA. S. 1679, Affordable Health Choices Act. Issue: Long Term Care financing with in health reform. S. 1177 Confidence in Long Term Care Insurance Act of 2009. Issue: Consumer protection for long term care. H.R. 3200: Americas Affordable Health Choices Act of 2009. Issue: Long Term Care financing within health reform. S. _______: Americas Healthy Future Act. Issue: Long Term Care financing within heath reform. No bill number yet. S. 1226: Long Term Care Insurance Integrity Act of 2009. Issue: Long Term Care. S. 1636 Long Term Care Insurance Consumer Right-To-Know Act of 2009. Issue: Long Term Care consumer protections. S. 1661/S. 906/H.R. 3551 Senior Investment Protection Act of 2009. Issue: Suitability in insurance product sales to seniors and the sale of annuities. H.R. 2779 Defined Contribution Plan Fee Transparency Act of 2009. Issue: 401(k) Plan Fee Disclosure. S. 2832 Lifetime Income Disclosure Act. Issue: Annuity illustration on benefit statements. H. R. 4126 Retirement Fairness Act. Issue: Modification of 401(k) Plan Rules. H. R. 4173 Wall Street Reform and Consumer Protection Act. Issue: Exclusion of retirement plans from CFPA and suitability in insurance product sales to seniors and sales of annuities. H.R. 3590-The Patient Protection and Affordable Care Act. Issue: Long Term Care financing within heath reform.
2009 · third_quarter · Retirement
H.R. 519: ELDER CAREGIVER SUPPORT AND INFORMATION ENHANCEMENT ACT OF 2009; PROVISIONS RELATED TO LONG TERM CARE APPROPRIATIONS FOR LONG TERM CARE INFORMATION CLEARINGHOUSE H.R. 897: LONG TERM CARE AND RETIREMENT SECURITY ACT OF 2009; PROVISIONS RELATED TO LONG TERM CARE IN CAFETERIA PLANS AND FLEXIBLE SPENDING ARRANGEMENTS, AND ABOVE THE LINE DEDUCTIONS FOR LONG TERM CARE PREMIUMS HR 1721/S. 697: COMMUNITY LIVING ASSISTANCE SERVICES AND SUPPORTS ACT; PROVISIONS RELATED TO REFORM OF LONG TERM CARE FINANCING H.R. 1961: SAVINGS FOR AMERICAN FAMILIES FUTURE ACT OF 2009; PROVISIONS RELATED TO SAVERS' CREDIT H.R.1984: 401(K) FAIR DISCLOSURE FOR RETIREMENT SECURITY ACT OF 2009; PROVISIONS RELATED TO RETIREMENT PLAN FEE DISCLOSURE H.R. 1988: CONFLICTED INVESTMENT ADVICE PROHIBITION ACT OF 2009; PROVISIONS RELATED TO INVESTMENT ADVICE H.R. 2021: SAVINGS RECOVERY ACT OF 2009; PROVISIONS RELATED TO SAVERS CREDIT HR 2096/S 702: LONG TERM CARE AFFORDABILITY AND SECURITY ACT OF 2009; PROVISIONS RELATED TO LONG TERM CARE IN CAFETERIA PLANS AND FLEXIBLE SPENDING ARRANGEMENTS H.R. 2733/S. 1389: FIXED INDEXED ANNUITIES AND INSURANCE PRODUCTS CLASSIFICATION ACT OF 2009; PROVISIONS RELATED TO CLARIFICATION FOR FIXED INDEXED ANNUITIES H.R. 2748: RETIREMENT SECURITY NEEDS LIFETIME PAY ACT OF 2009; PROVISIONS RELATED TO ANNUITIES TAX INCENTIVES H.R. 2779: DEFINED CONTRIBUTION PLAN FEE TRANSPARENCY ACT OF 2009; PROVISIONS RELATED TO 401(K) PLAN FEE DISCLOSURE H.R. 2792: RETIREMENT SAVINGS TRANSPARENCY ACT OF 2009; PROVISIONS RELATED TO PLAN FEE DISCLOSURE H.R. 2989: 401 (K) FAIR DISCLOSURE AND PENSION SECURITY ACT OF 2009; PROVISIONS RELATED TO RETIREMENT PLAN FEE DISCLOSURE H.R. 3200: AMERICAS AFFORDABLE HEALTH CHOICES ACT OF 2009; PROVISIONS RELATED TO LONG TERM CARE FINANCING WITHIN HEALTH CARE REFORM H.R. 3551 /S. 1661/S. 906: SENIOR INVESTMENT PROTECTION ACT OF 2009; PROVISIONS RELATED TO PRODUCT SALES TO SENIORS, AND ANNUITIES SALES AMERICAS HEALTHY FUTURE ACT (BILL NUMBER NOT YET ASSIGNED); PROVISIONS RELATED TO LONG TERM CARE FINANCING S. 207: HEALTH INSURANCE TAX RELIEF ACT; PROVISIONS RELATED TO ALLOWING LONG TERM CARE INSURANCE IN CAFETERIA PLANS AND FLEXIBLE SPENDING ARRANGEMENTS S. 391: HEALTHY AMERICANS ACT; PROVISIONS RELATED TO PRIVATE HEALTH INSURANCE INCLUDING LONG TERM CARE S. 401: DEFINED CONTRIBUTION FEE DISCLOSURE ACT OF 2009; PROVISIONS RELATED TO 401(K) FEE DISCLOSURE S. 434: EMPOWERED AT HOME ACT OF 2009; PROVISIONS RELATED TO LONG TERM CARE PREMIUMS, TAX DEDUCTIONS AND LONG TERM CARE IN CAFETERIA PLANS AND FLEXABLE SPENDING ARRANGEMENTS S. 1177: CONFIDENCE IN LONG TERM CARE INSURANCE ACT OF 2009; PROVISIONS RELATED TO CONSUMER PROTECTION FOR LONG TERM CARE S. 1297: RETIREMENT SECURITY FOR LIFE ACT OF 2009; PROVISIONS RELATED TO NON-QUALIFIED ANNUITIES S. 1626: LONG TERM CARE INSURANCE INTEGRITY ACT OF 2009; PROVISIONS RELATED TO LONG TERM CARE S. 1679: AFFORDABLE HEALTH CHOICES ACT; PROVISIONS RELATED TO LONG TERM CARE FINANCING S. 1636: LONG TERM CARE INSURANCE CONSUMER RIGHT-TO-KNOW ACT OF 2009; PROVISIONS RELATED TO LONG TERM CARE CONSUMER PROTECTIONS
2009 · third_quarter · Retirement
Limit Executive Compensation Abuse Act - H.R. 857 The Savings for American Families Future Act of 2009 H.R. 1961 The 401 (k) Fair Disclosure for Retirement Security Act 0f 2009 H.R. 1984 Conflicted Investment Advice Prohibition Act of 2009 H.R. 1988 Savings Recovery Act H.R. 2021 Retirement Security Needs Lifetime Pay Act H.R. 2748 Retirement Savings Transparency Act of 2009 - H.R. 2792 The Defined Contribution Plan Fee Transparency Act H.R. 2779 401 (k) Fair Disclosure and Pension Security Act of 2009 H.R. 2989 Consumer Financial Protection Agency Act of 2009 H.R. 3126 Corporate and Financial Institution Compensation Fairness Act of 2009 H.R. 3269 Taxpayer Responsibility, Accountability and Consistency Act of 2009 H.R. 3408 Pension Funding - additional funding relief for defined benefit pension plans Discussion Draft of defined benefit pension funding relief legislation for single and multiemployer plans. (Rep. Pomeroy, 8/27) Retirement Security defined contribution plans, 401 (k) plans, automatic IRAs, investment advice, the Savers Credit, retirement savings plans for small businesses Cap Executive Officer Pay Act of 2009 - S. 360 The Defined Contribution Fee Disclosure Act of 2009 - S. 401 Shareholder Bill of Rights Act S. 1074 The Pension Benefits Guaranty Corporation (PBGC) Governance Improvement Act S. 1544 Pension funding additional funding relief for defined benefit pension plans Retirement Security defined contribution plans, 401 (k) plans, automatic IRAs, investment advice, the Savers Credit, retirement savings plans for small businesses Health Care Reform Senate Finance Committee Version Americas Healthy Futures Act of 2009 executive compensation provision Regulatory communication with covered federal officials on legislative issues Treasury/IRS pension funding, hybrids, automatic/mandatory individual retirement accounts (IRAs), interest rate guidance, 2010 inflation indexing, annuity issues, Required Minimum Distributions (RMD rules) The Worker, Retiree, and Employer Recovery Act of 2008 (WRERA), Consumer Financial Protection Agency Act DOL/Employee Benefits Security Administration (EBSA) pension funding, investment advice, fee disclosure and annuity issues Treasury/SEC Investor Protection Act of 2009 Title IX Additional Improvements to Financial Markets Regulation White House/Executive Office of the President pension funding relief issues
2009 · third_quarter · Retirement
S. 1297 Retirement Security for Life Act. Issue: Tax Incentive for Non Qualified Annuities. H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009. Issue: Tax Incentive for Annuities. H.R. 1988 Conflicted Investment Advice Prohibition Act of 2009. Issue: Investment Advice. H.R.1984 - 401(k) Fair Disclosure for Retirement Security Act of 2009. Issue: Retirement plan fee disclosure. H.R. 2989 401 (K) Fair Disclosure and Pension Security Act of 2009. Issue: Retirement Plan Fee Disclosure S. 697/ HR 1721 Community Living Assistance Services and Supports Act. Issue: reform of LTC financing. H.R. 897 The Long Term Care and Retirement Security Act of 2009. Issue: LTC in cafeteria and FSA and above the line deductions for LTC premiums. S. 434 Empowered at Home Act of 2009. Issue: Allows above the line tax deduction for LTC premiums. Allows LTC to be offered in cafeteria/ FSA plans. S. 391 Healthy Americans Act. Issue: private health insurance including LTC. H.R. 519 The Elder Caregiver Support and Information Enhancement Act of 2009. Issue: LTC additional appropriations for LTC Information clearinghouse. H.R. 1961 - Savings for American Families Future Act Issue: savers' credit S. 401 - Defined Contribution Fee Disclosure Act Issue: 401(k) fee disclosure H.R. 2021 Savings Recovery Act of 2009. Issue: Savers credit. H.R. 2792 Retirement Savings Transparency Act. Issue: Plan fee disclosure. H.R. 2733/S. 1389 Fixed Indexed Annuities and Insurance Products Classification Act of 2009. Issue: Clarify exemption for fixed indexed annuities. S 702/ HR 2096 Long Term Care Affordability and Security Act of 2009. Issue: allows long term care insurance to be offered in employer sponsored cafeteria plans and FSA. S. 1679, Affordable Health Choices Act. Issue: Long Term Care financing with in health reform. S. 1177 Confidence in Long Term Care Insurance Act of 2009. Issue: Consumer protection for long term care. H.R. 3200: Americas Affordable Health Choices Act of 2009. Issue: Long Term Care financing within health reform. S. _______: Americas Healthy Future Act. Issue: Long Term Care financing within heath reform. No bill number yet. S. 1226: Long Term Care Insurance Integrity Act of 2009. Issue: Long Term Care. S. 1636 Long Term Care Insurance Consumer Right-To-Know Act of 2009. Issue: Long Term Care consumer protections. S. 1661/S. 906/H.R. 3551 Senior Investment Protection Act of 2009. Issue: Suitability in insurance product sales to seniors and the sale of annuities. H.R. 2779 Defined Contribution Plan Fee Transparency Act of 2009. Issue: 401(k) Plan Fee Disclosure.
2009 · third_quarter · Retirement
See attachment. RET Third Quarter Report 2009 H.R. 519 The Elder Caregiver Support and Information Enhancement Act of 2009. Issue: LTC additional appropriations for LTC Information clearinghouse. H.R. 897 The Long Term Care and Retirement Security Act of 2009. Issue: LTC in cafeteria and FSA and above the line deductions for LTC premiums. H.R. 1961 - Savings for American Families Future Act Issue: savers' credit H.R.1984 - 401(k) Fair Disclosure for Retirement Security Act of 2009. Issue: Retirement plan fee disclosure. H.R. 1988 Conflicted Investment Advice Prohibition Act of 2009. Issue: Investment Advice. H.R. 2021 Savings Recovery Act of 2009. Issue: Savers credit. H.R. 2733/S. 1389 Fixed Indexed Annuities and Insurance Products Classification Act of 2009. Issue: Clarify exemption for fixed indexed annuities. H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009. Issue: Tax Incentive for Annuities. H.R. 2779 Defined Contribution Plan Fee Transparency Act of 2009. Issue: 401(k) Plan Fee Disclosure. H.R. 2792 Retirement Savings Transparency Act. Issue: Plan fee disclosure. H.R. 2989 401 (K) Fair Disclosure and Pension Security Act of 2009. Issue: Retirement Plan Fee Disclosure H.R. 3200: Americas Affordable Health Choices Act of 2009. Issue: Long Term Care financing within health reform. S. 391 Healthy Americans Act. Issue: private health insurance including LTC. S. 401 - Defined Contribution Fee Disclosure Act Issue: 401(k) fee disclosure S. 434 Empowered at Home Act of 2009. Issue: Allows above the line tax deduction for LTC premiums. Allows LTC to be offered in cafeteria/ FSA plans. S. 697/ HR 1721 Community Living Assistance Services and Supports Act. Issue: reform of LTC financing. S 702/ HR 2096 Long Term Care Affordability and Security Act of 2009. Issue: allows long term care insurance to be offered in employer sponsored cafeteria plans and FSA. S. 1177 Confidence in Long Term Care Insurance Act of 2009. Issue: Consumer protection for long term care. S. 1226: Long Term Care Insurance Integrity Act of 2009. Issue: Long Term Care. S. 1297 Retirement Security for Life Act. Issue: Tax Incentive for Non Qualified Annuities. S. 1636 Long Term Care Insurance Consumer Right-To-Know Act of 2009. Issue: Long Term Care consumer protections. S. 1661/S. 906/H.R. 3551 Senior Investment Protection Act of 2009. Issue: Suitability in insurance product sales to seniors and the sale of annuities. S. 1679, Affordable Health Choices Act. Issue: Long Term Care financing with in health reform. S. _______: Americas Healthy Future Act. Issue: Long Term Care financing within heath reform. No bill number yet.
2009 · second_quarter · Retirement
Limit Executive Compensation Abuse Act - H.R. 857 Teaching and Research Assistant Collective Bargaining Rights Act H.R. 1461 Troubled Asset Relief Program (TARP) Bonus Tax Legislation - H.R. 1586 To Amend the executive compensation provisions of the Emergency Economic Stabilization Act of 2008 to prohibiting unreasonable and excessive compensation and compensation not based on performance standards H.R. 1664/House Report No. 111-64 The Savings for American Families Future Act of 2009 H.R. 1961 The 401 (k) Fair Disclosure for Retirement Security Act 0f 2009 H.R. 1984 The Conflicted Investment Advice Prohibition Act of 2009 H.R. 1988 Savings Recovery Act H.R. 2021 Retirement Security Needs Lifetime Pay Act H.R. 2748 Retirement Savings Transparency Act of 2009 - H.R. 2792 Defined Contribution Plan Fee Transparency Act H.R. 2779 401 (k) Fair Disclosure and Pension Security Act of 2009 H.R. 2989 Pension Funding - additional funding relief for defined benefit pension plans Discussion Draft of Pension Plan Funding Proposals (Rep. Pomeroy, 6/23) Retirement Security defined contribution plans, 401 (k) plans, automatic IRAs, investment advice, the Savers Credit, retirement savings plans for small businesses Fiscal Year 2010 budget resolution/S. Con Res 13 - Savers Credit, tax relief Cap Executive Officer Pay Act of 2009 - S. 360 Defined Contribution Fee Disclosure Act of 2009 - S. 401 Shareholder Bill of Rights Act S. 1074 Fiscal Year 2010 budget resolution/S. Con Res 13, Savers Credit, tax relief Miscellaneous retirement issues target date funds, PBGC modeling Regulatory communication with covered federal officials on legislative issues Treasury/IRS pension funding issues Treasury/IRS pension withholding issues Treasury/IRS mandatory individual retirement accounts (IRAs) White House/Executive Office of the President pension funding issues
2009 · second_quarter · Retirement
See attachment. RET Second Quarter Report 2009 H.R. 519 The Elder Caregiver Support and Information Enhancement Act of 2009. Issue: LTC additional appropriations for LTC Information clearinghouse. H.R. 897 The Long Term Care and Retirement Security Act of 2009. Issue: LTC in cafeteria and FSA and above the line deductions for LTC premiums. H.R. 1961 - Savings for American Families Future Act Issue: savers' credit H.R. 1984 - 401(k) Fair Disclosure for Retirement Security Act of 2009. Issue: Retirement plan fee disclosure. H.R. 1988 Conflicted Investment Advice Prohibition Act of 2009. Issue: Investment Advice. H.R. 2021 Savings Recovery Act of 2009. Issue: Savers credit. H.R. 2733/S. 1389 Fixed Indexed Annuities and Insurance Products Classification Act of 2009. Issue: Clarify exemption for fixed indexed annuities. H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009. Issue: Tax Incentive for Annuities. H.R. 2792 Retirement Savings Transparency Act. Issue: Plan fee disclosure. H.R. 2989 401 (K) Fair Disclosure and Pension Security Act of 2009. Issue: Retirement Plan Fee Disclosure S. 391 Healthy Americans Act. Issue: private health insurance including LTC. S. 401 - Defined Contribution Fee Disclosure Act Issue: 401(k) fee disclosure S. 434 Empowered at Home Act of 2009. Issue: Allows above the line tax deduction for LTC premiums. Allows LTC to be offered in cafeteria/ FSA plans. S. 697/ HR 1721 Community Living Assistance Services and Supports Act. Issue: reform of LTC financing. S. 702/ H.R. 2096 Long Term Care Affordability and Security Act of 2009. Issue: allows long term care insurance to be offered in employer sponsored cafeteria plans and FSA. S. 1177 Confidence in Long Term Care Insurance Act of 2009. Issue: Consumer protection for long term care. S. 1297 Retirement Security for Life Act. Issue: Tax Incentive for Non Qualified Annuities. S. Con Res 13 - 2010 Senate Budget Resolutions Issue: savers' credit, Auto-IRAs. S. ______, Affordable Health Choices Act. Issue: Long Term Care financing with in health reform. (no bill number has been introduced).
2009 · second_quarter · Retirement
S. 1297 Retirement Security for Life Act. Issue: Tax Incentive for Non Qualified Annuities. H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009. Issue: Tax Incentive for Annuities. H.R. 1988 Conflicted Investment Advice Prohibition Act of 2009. Issue: Investment Advice. H.R.1984 - 401(k) Fair Disclosure for Retirement Security Act of 2009. Issue: Retirement plan fee disclosure. H.R. 2989 401 (K) Fair Disclosure and Pension Security Act of 2009. Issue: Retirement Plan Fee Disclosure. S. 697/ HR 1721 Community Living Assistance Services and Supports Act. Issue: reform of LTC financing. H.R. 897 The Long Term Care and Retirement Security Act of 2009. Issue: LTC in cafeteria and FSA and above the line deductions for LTC premiums. S. 434 Empowered at Home Act of 2009. Issue: Allows above the line tax deduction for LTC premiums. Allows LTC to be offered in cafeteria/ FSA plans. S. 391 Healthy Americans Act. Issue: private health insurance including LTC. H.R. 519 The Elder Caregiver Support and Information Enhancement Act of 2009. Issue: LTC additional appropriations for LTC Information clearinghouse. H.R. 1961 - Savings for American Families Future Act Issue: savers' credit. S. 401 - Defined Contribution Fee Disclosure Act Issue: 401(k) fee disclosure. S. Con Res 13 - 2010 Senate Budget Resolutions Issue: savers' credit, Auto-IRAs. H.R. 2021 Savings Recovery Act of 2009. Issue: Savers credit. H.R. 2792 Retirement Savings Transparency Act. Issue: Plan fee disclosure. H.R. 2733/S. 1389 Fixed Indexed Annuities and Insurance Products Classification Act of 2009. Issue: Clarify exemption for fixed indexed annuities. S 702/ HR 2096 Long Term Care Affordability and Security Act of 2009. Issue: allows long term care insurance to be offered in employer sponsored cafeteria plans and FSA. S. ______, Affordable Health Choices Act. Issue: Long Term Care financing with in health reform. (no bill number has been introduced). S. 1177 Confidence in Long Term Care Insurance Act of 2009. Issue: Consumer protection for long term care.
Client expense: $810,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Client expense: $1,620,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Client expense: $2,316,895 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Client expense: $1,020,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Client expense: $1,000,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Client expense: $258,735 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Management & Budget (OMB), Office of the Vice President of the United States, Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of, White House Office
Client expense: $1,000,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE
Client expense: $1,470,836 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Client expense: $1,760,318 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Client expense: $1,908,166 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Client expense: $1,908,166 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Client expense: $350,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Client expense: $327,932 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Office of Management & Budget (OMB), Office of the Vice President of the United States, SENATE, Treasury, Dept of, White House Office
Client expense: $1,040,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Client expense: $1,908,166 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Client expense: $600,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Client expense: $217,005 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Client expense: $1,760,318 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Client expense: $865,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Client expense: $254,608 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office
Client expense: $1,640,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Client expense: $1,995,024 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of