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Today's American Dream Act
Legislative Progress
Momentum (last 30 days)
0
score
0 actions · 0 new cosponsors · 0 votes
Speed vs cohort
70pct
23d open
vs 7,393 other HR bills in the 115th — cohort avg 50d
Today's American Dream Act This bill establishes new programs or amends existing programs related to workforce and community development. It directs: (1) the Department of Labor to award grants for job skills training for older individuals (older than age 45) and for workers in highly-skilled industries; and (2) the Department of Education to award scholarships to students pursuing degrees in science, technology, engineering, or mathematics (STEM) and teaching certifications. The bill also amends the Internal Revenue Code to: (1) expand and extend the work opportunity tax credit, (2) allow tax credits for wages paid to interns by small business owners, and (3) extend and increase the new markets tax credit. With respect to community development, the bill limits the first-time homebuyer tax credit to residences in economically distressed communities. It requires the Small Business Administration to make grants for commercial investment in economically underserved communities and direct loans to small business concerns. The Government Accountability Office must report to Congress on efforts to expand access to broadband service. The bill establishes a Commission on Innovation in the Office of Management and Budget to study new and developing technologies. The Department of Health and Human Services must: (1) study characteristics of populations that do not have health insurance coverage, and (2) award grants for free dental health services in underserved communities.
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 (5)
2020 · fourth_quarter · Taxation/Internal Revenue Code
Referred to the Subcommittee on General Farm Commodities and Risk Management.
Referred to the Subcommittee on Health.
Referred to the Committee on Ways and Means, and in addition to the Committees on Education and the Workforce, Agriculture, Financial Services, Small Business, Energy and Commerce, the Judiciary, and Oversight and Government Reform, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
Congress.gov source codes: H11100, H11100-A
Introduced in House
Congress.gov source codes: 1000, Intro-H
Bills with similar content found using semantic analysis.
Sources: Congress.gov
Proposals clarifying the status of professional employer organizations. PEO provision in tax reform proposals. Title IV, Division B, Section 206 of P.L. 113-295. Proposals related to MEPs. W-2 Wages definition under Internal Revenue Code Section 199A. CPEO certification and improvements. H.R. 1628, American Health Care Act (115th Congress). H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 1907, Retirement Security for American Workers. S. 1431, Retirement Security and Savings Act. H.R. 1084, Family Savings Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H.R. 748, CARES Act. H.R. 6201, Families First Coronavirus Response Act. S. 3814, RESTART Act. H.R. 6800, HEROES Act (H.R. 925), No Bill #, Health, Economic Assistance, Liability Protection, and Schools Act. H.R. 8969, Securing a Strong Retirement Act.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · fourth_quarter · Retirement
Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding and multiemployer plan issues. Issues related to tax incentives for retirement savings. Issues related to electronic notarization. Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals to increase PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to PBGC collections and PBGC disclosure and mediation issues. Proposals related to electronic disclosure of information under ERISA. Proposals regarding compliance of retirement plans. Issues related to Form 5500 filing and missing participants. Issues related to the use of brokerage windows in defined contribution plans. Proposals to reform the multiple employer plan rules. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. Proposals related to stretch IRAs. Issues related to access to death master file. Issues related to government issued mortality tables. Proposals to amend the nondiscrimination provisions to protect older, longer service employees. Issues related to swap, margin, and capital rules. State-administered retirement plan initiatives. Annuitization with respect to defined benefit plans. QLACs. Effects of corporate integration on retirement plans. Proposals that would consolidate various retirement and IRA types. Proposals to create a retirement lost and found. Kids Savings Accounts. Proposals related to the establishment of savings accounts for emergencies. Proposals related to disaster relief. Issues related to P.L. 115-97. H.R. 3910, to amend the Internal Revenue Code of 1986 to make lifetime income and managed account options of defined contribution retirement savings plans portable (115th Congress). H.R. 4610/S. 3795, the RETIRE Act (115th Congress). H.R. 4158, the Retirement Plan Modernization Act (115th Congress). H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). Proposals related to self-correcting inadvertent plan errors. H.R. 6690, the Portable Retirement and Investment Account Act (115th Congress). H.R. 88, Retirement, Savings and Other Tax Relief Act (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act. H.R. 1007/ S. 972, Retirement Enhancement and Savings Act. S. 322, SIMPLE Plan Modernization Act. H.R. 1084, Family Savings Act. S. 1428, Retirement Parity for Student Loans Act. S. 1431, Retirement Security and Savings Act. S. 2370, Automatic IRA Act. S. 4192/H.R. 7439, Retirement Savings Lost and Found Act. H.R. 748, CARES Act. H.R. 6201, Families First Coronavirus Response Act. H.R. 6800, HEROES Act (H.R. 925). S. 3814, RESTART Act. S. 1624, Health, Economic Assistance, Liability Protection, and Schools Act. S. 5064, A bill to amend the Internal Revenue Code of 1986 to increase retirement savings, to improve retirement plan administration. H.R. 8696, Securing A Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes.
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · fourth_quarter · Retirement
Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding and multiemployer plan issues. Issues related to tax incentives for retirement savings. Issues related to electronic notarization. Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals to increase PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to PBGC collections and PBGC disclosure and mediation issues. Proposals related to electronic disclosure of information under ERISA. Proposals regarding compliance of retirement plans. Issues related to Form 5500 filing and missing participants. Issues related to the use of brokerage windows in defined contribution plans. Proposals to reform the multiple employer plan rules. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. Proposals related to stretch IRAs. Issues related to access to death master file. Issues related to government issued mortality tables. Proposals to amend the nondiscrimination provisions to protect older, longer service employees. Issues related to swap, margin, and capital rules. State-administered retirement plan initiatives. Annuitization with respect to defined benefit plans. QLACs. Effects of corporate integration on retirement plans. Proposals that would consolidate various retirement and IRA types. Proposals to create a retirement lost and found. Kids Savings Accounts. Proposals related to the establishment of savings accounts for emergencies. Proposals related to disaster relief. Issues related to P.L. 115-97. H.R. 3910, to amend the Internal Revenue Code of 1986 to make lifetime income and managed account options of defined contribution retirement savings plans portable (115th Congress). H.R. 4610/S. 3795, the RETIRE Act (115th Congress). H.R. 4158, the Retirement Plan Modernization Act (115th Congress). H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). Proposals related to self-correcting inadvertent plan errors. H.R. 6690, the Portable Retirement and Investment Account Act (115th Congress). H.R. 88, Retirement, Savings and Other Tax Relief Act (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act. H.R. 1007/ S. 972, Retirement Enhancement and Savings Act. S. 322, SIMPLE Plan Modernization Act. H.R. 1084, Family Savings Act. S. 1428, Retirement Parity for Student Loans Act. S. 1431, Retirement Security and Savings Act. S. 2370, Automatic IRA Act. S. 4192/H.R. 7439, Retirement Savings Lost and Found Act. H.R. 748, CARES Act. H.R. 6201, Families First Coronavirus Response Act. H.R. 6800, HEROES Act (H.R. 925). S. 3814, RESTART Act. No Bill #, Health, Economic Assistance, Liability Protection, and Schools Act.
Client expense: Not reported · Firm income: $70,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · fourth_quarter · Taxation/Internal Revenue Code
Title IV, Division B, Section 206 of P.L. 113-295. W-2 Wages definition under Internal Revenue Code section 199A. H.R. 1907, Retirement Security for American Workers. H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 1007/S. 972, Retirement Enhancement and Savings Act. CPEO certifications and improvements. H.R. 1084, Family Savings Act. S. 1431, Retirement Security and Savings Act. H.R. 748, CARES Act. H.R. 6201, Families First Coronavirus Response Act. S. 3814, RESTART Act. H.R. 6800, HEROES Act (H.R. 925), S. 1624, Health, Economic Assistance, Liability Protection, and Schools Act. H.R. 8696, Securing a Strong Retirement Act.
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · fourth_quarter · Taxation/Internal Revenue Code
Proposals related to the tax treatment of education savings. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, IRA rollovers, and extension of the savers credit to encompass 529 contributions. Proposals to delete the penalty for using 529 funds for student loan repayments. H.R. 529, 529 and ABLE Improvement Act (115th Congress). Proposals to enhance workplace access to 529 plans. S. 1790, Boost Saving for College Act (115th Congress). H.R. 6760, Protecting Family and Small Business Tax Cuts Act (115th Congress). S. 1431, Retirement Security and Savings Act. H.R. 1084, Family Savings Act of 2019. H.R. 5339, Freedom to Invest in Tomorrow's Workforce Act.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · fourth_quarter · Taxation/Internal Revenue Code
Proposals clarifying the status of professional employer organizations. PEO provision in tax reform proposals. Title IV, Division B, Section 206 of P.L. 113-295. Proposals related to MEPs. W-2 Wages definition under Internal Revenue Code Section 199A. CPEO certification and improvements. H.R. 1628, American Health Care Act (115th Congress). H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 1907, Retirement Security for American Workers. S. 1431, Retirement Security and Savings Act. H.R. 1084, Family Savings Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H.R. 748, CARES Act. H.R. 6201, Families First Coronavirus Response Act. S. 3814, RESTART Act. H.R. 6800, HEROES Act (H.R. 925), No Bill #, Health, Economic Assistance, Liability Protection, and Schools Act. H.R. 8969, Securing a Strong Retirement Act.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · fourth_quarter · Retirement
Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding and multiemployer plan issues. Issues related to tax incentives for retirement savings. Issues related to electronic notarization. Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals to increase PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to PBGC collections and PBGC disclosure and mediation issues. Proposals related to electronic disclosure of information under ERISA. Proposals regarding compliance of retirement plans. Issues related to Form 5500 filing and missing participants. Issues related to the use of brokerage windows in defined contribution plans. Proposals to reform the multiple employer plan rules. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. Proposals related to stretch IRAs. Issues related to access to death master file. Issues related to government issued mortality tables. Proposals to amend the nondiscrimination provisions to protect older, longer service employees. Issues related to swap, margin, and capital rules. State-administered retirement plan initiatives. Annuitization with respect to defined benefit plans. QLACs. Effects of corporate integration on retirement plans. Proposals that would consolidate various retirement and IRA types. Proposals to create a retirement lost and found. Kids Savings Accounts. Proposals related to the establishment of savings accounts for emergencies. Proposals related to disaster relief. Issues related to P.L. 115-97. H.R. 3910, to amend the Internal Revenue Code of 1986 to make lifetime income and managed account options of defined contribution retirement savings plans portable (115th Congress). H.R. 4610/S. 3795, the RETIRE Act (115th Congress). H.R. 4158, the Retirement Plan Modernization Act (115th Congress). H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). Proposals related to self-correcting inadvertent plan errors. H.R. 6690, the Portable Retirement and Investment Account Act (115th Congress). H.R. 88, Retirement, Savings and Other Tax Relief Act (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act. H.R. 1007/ S. 972, Retirement Enhancement and Savings Act. S. 322, SIMPLE Plan Modernization Act. H.R. 1084, Family Savings Act. S. 1428, Retirement Parity for Student Loans Act. S. 1431, Retirement Security and Savings Act. S. 2370, Automatic IRA Act. S. 4192/H.R. 7439, Retirement Savings Lost and Found Act. H.R. 748, CARES Act. H.R. 6201, Families First Coronavirus Response Act. H.R. 6800, HEROES Act (H.R. 925). S. 3814, RESTART Act. S. 1624, Health, Economic Assistance, Liability Protection, and Schools Act. S. 5064, A bill to amend the Internal Revenue Code of 1986 to increase retirement savings, to improve retirement plan administration. H.R. 8696, Securing A Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes.
2020 · third_quarter · Retirement
Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding and multiemployer plan issues. Issues related to tax incentives for retirement savings. Issues related to electronic notarization. Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals to increase PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to PBGC collections and PBGC disclosure and mediation issues. Proposals related to electronic disclosure of information under ERISA. Proposals regarding compliance of retirement plans. Issues related to Form 5500 filing and missing participants. Issues related to the use of brokerage windows in defined contribution plans. Proposals to reform the multiple employer plan rules. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. Proposals related to stretch IRAs. Issues related to access to death master file. Issues related to government issued mortality tables. Proposals to amend the nondiscrimination provisions to protect older, longer service employees. Issues related to swap, margin, and capital rules. State-administered retirement plan initiatives. Annuitization with respect to defined benefit plans. QLACs. Effects of corporate integration on retirement plans. Proposals that would consolidate various retirement and IRA types. Proposals to create a retirement lost and found. Kids Savings Accounts. Proposals related to the establishment of savings accounts for emergencies. Proposals related to disaster relief. Issues related to P.L. 115-97. H.R. 3910, to amend the Internal Revenue Code of 1986 to make lifetime income and managed account options of defined contribution retirement savings plans portable (115th Congress). H.R. 4610/S. 3795, the RETIRE Act (115th Congress). H.R. 4158, the Retirement Plan Modernization Act (115th Congress). H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). Proposals related to self-correcting inadvertent plan errors. H.R. 6690, the Portable Retirement and Investment Account Act (115th Congress). H.R. 88, Retirement, Savings and Other Tax Relief Act (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act. H.R. 1007/ S. 972, Retirement Enhancement and Savings Act. S. 322, SIMPLE Plan Modernization Act. H.R. 1084, Family Savings Act. S. 1428, Retirement Parity for Student Loans Act. S. 1431, Retirement Security and Savings Act. S. 2370, Automatic IRA Act. S. 4192/H.R. 7439, Retirement Savings Lost and Found Act. H.R. 748, CARES Act. H.R. 6201, Families First Coronavirus Response Act. H.R. 6800, HEROES Act (H.R. 925). S. 3814, RESTART Act. No Bill #, Health, Economic Assistance, Liability Protection, and Schools Act.
2020 · third_quarter · Taxation/Internal Revenue Code
Proposals clarifying the status of professional employer organizations. PEO provision in tax reform proposals. Title IV, Division B, Section 206 of P.L. 113-295. Proposals related to MEPs. W-2 Wages definition under Internal Revenue Code Section 199A. CPEO certification and improvements. H.R. 1628, American Health Care Act (115th Congress). H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 1907, Retirement Security for American Workers. S. 1431, Retirement Security and Savings Act. H.R. 1084, Family Savings Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H.R. 748, CARES Act. H.R. 6201, Families First Coronavirus Response Act. S. 3814, RESTART Act. H.R. 6800, HEROES Act (H.R. 925), No Bill #, Health, Economic Assistance, Liability Protection, and Schools Act
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · third_quarter · Taxation/Internal Revenue Code
Title IV, Division B, Section 206 of P.L. 113-295. W-2 Wages definition under Internal Revenue Code section 199A. H.R. 1907, Retirement Security for American Workers. H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 1007/S. 972, Retirement Enhancement and Savings Act. CPEO certifications and improvements. H.R. 1084, Family Savings Act. S. 1431, Retirement Security and Savings Act. H.R. 748, CARES Act. H.R. 6201, Families First Coronavirus Response Act. S. 3814, RESTART Act. H.R. 6800, HEROES Act (H.R. 925), No Bill #, Health, Economic Assistance, Liability Protection, and Schools Act
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · third_quarter · Taxation/Internal Revenue Code
Proposals related to the tax treatment of education savings. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, IRA rollovers, and extension of the savers credit to encompass 529 contributions. Proposals to delete the penalty for using 529 funds for student loan repayments. H.R. 529, 529 and ABLE Improvement Act (115th Congress). Proposals to enhance workplace access to 529 plans. S. 1790, Boost Saving for College Act (115th Congress). H.R. 6760, Protecting Family and Small Business Tax Cuts Act (115th Congress). S. 1431, Retirement Security and Savings Act. H.R. 1084, Family Savings Act of 2019. H.R. 5339, Freedom to Invest in Tomorrow's Workforce Act.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · second_quarter · Taxation/Internal Revenue Code
Proposals clarifying the status of professional employer organizations. PEO provision in tax reform proposals. Title IV, Division B, Section 206 of P.L. 113-295. Proposals related to MEPs. W-2 Wages definition under Internal Revenue Code Section 199A. CPEO certification and improvements. H.R. 1628, American Health Care Act (115th Congress). H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 1907, Retirement Security for American Workers. S. 1431, Retirement Security and Savings Act. H.R. 1084, Family Savings Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H.R. 748, CARES Act. H.R. 6201, Families First Coronavirus Response Act. S. 3814, RESTART Act.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · second_quarter · Retirement
Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding and multiemployer plan issues. Issues related to tax incentives for retirement savings. Issues related to electronic notarization. Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals to increase PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to PBGC collections and PBGC disclosure and mediation issues. Proposals related to electronic disclosure of information under ERISA. Proposals regarding compliance of retirement plans. Issues related to Form 5500 filing and missing participants. Issues related to the use of brokerage windows in defined contribution plans. Proposals to reform the multiple employer plan rules. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. Proposals related to stretch IRAs. Issues related to access to death master file. Issues related to government issued mortality tables. Proposals to amend the nondiscrimination provisions to protect older, longer service employees. Issues related to swap, margin, and capital rules. State-administered retirement plan initiatives. Annuitization with respect to defined benefit plans. QLACs. Effects of corporate integration on retirement plans. Proposals that would consolidate various retirement and IRA types. Proposals to create a retirement lost and found. Kids Savings Accounts. Proposals related to the establishment of savings accounts for emergencies. Proposals related to disaster relief. Issues related to P.L. 115-97. H.R. 3910, to amend the Internal Revenue Code of 1986 to make lifetime income and managed account options of defined contribution retirement savings plans portable (115th Congress). H.R. 4610/S. 3795, the RETIRE Act (115th Congress). H.R. 4158, the Retirement Plan Modernization Act (115th Congress). H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). S. 2474/H.R. 6540, Retirement Savings Lost and Found Act (115th Congress). Proposals related to self-correcting inadvertent plan errors. H.R. 6690, the Portable Retirement and Investment Account Act (115th Congress). H.R. 88, Retirement, Savings and Other Tax Relief Act (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act. H.R. 1007/ S. 972, Retirement Enhancement and Savings Act. S. 322, SIMPLE Plan Modernization Act. H.R. 1084, Family Savings Act. S. 1428, Retirement Parity for Student Loans Act. S. 1431, Retirement Security and Savings Act. S. 2370, Automatic IRA Act. H.R. 748, CARES Act. H.R. 6201, Families First Coronavirus Response Act. H.R. 6800, HEROES Act. S. 3814, RESTART Act.
2020 · second_quarter · Taxation/Internal Revenue Code
Proposals related to the tax treatment of education savings. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, IRA rollovers, and extension of the savers credit to encompass 529 contributions. Proposals to delete the penalty for using 529 funds for student loan repayments. H.R. 529, 529 and ABLE Improvement Act (115th Congress). Proposals to enhance workplace access to 529 plans. S. 1790, Boost Saving for College Act (115th Congress). H.R. 6760, Protecting Family and Small Business Tax Cuts Act (115th Congress). S. 1431, Retirement Security and Savings Act. H.R. 1084, Family Savings Act of 2019. H.R. 5339, Freedom to Invest in Tomorrow's Workforce Act.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · second_quarter · Taxation/Internal Revenue Code
Title IV, Division B, Section 206 of P.L. 113-295. W-2 Wages definition under Internal Revenue Code section 199A. H.R. 1907, Retirement Security for American Workers. H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 1007/S. 972, Retirement Enhancement and Savings Act. CPEO certifications and improvements. H.R. 1084, Family Savings Act. S. 1431, Retirement Security and Savings Act. H.R. 748, CARES Act. H.R. 6201, Families First Coronavirus Response Act. S. 3814, RESTART Act.
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · first_quarter · Taxation/Internal Revenue Code
Proposals related to the tax treatment of education savings. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, IRA rollovers, and extension of the savers credit to encompass 529 contributions. Proposals to delete the penalty for using 529 funds for student loan repayments. H.R. 529, 529 and ABLE Improvement Act (115th Congress). Proposals to enhance workplace access to 529 plans. S. 1790, Boost Saving for College Act (115th Congress). H.R. 6760, Protecting Family and Small Business Tax Cuts Act (115th Congress). S. 1431, Retirement Security and Savings Act. H.R. 1084, Family Savings Act of 2019. H.R. 5339, Freedom to Invest in Tomorrow's Workforce Act.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · first_quarter · Taxation/Internal Revenue Code
Title IV, Division B, Section 206 of P.L. 113-295. W-2 Wages definition under Internal Revenue Code section 199A. H.R. 1907, Retirement Security for American Workers. H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 1007/S. 972, Retirement Enhancement and Savings Act. CPEO certifications and improvements. H.R. 1084, Family Savings Act. S. 1431, Retirement Security and Savings Act. H.R. 748, CARES Act. H.R. 6201, Families First Coronavirus Response Act.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · first_quarter · Taxation/Internal Revenue Code
Proposals clarifying the status of professional employer organizations. PEO provision in tax reform proposals. Title IV, Division B, Section 206 of P.L. 113-295. Proposals related to MEPs. W-2 Wages definition under Internal Revenue Code Section 199A. CPEO certification and improvements. H.R. 1628, American Health Care Act (115th Congress). H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 1907, Retirement Security for American Workers. S. 1431, Retirement Security and Savings Act. H.R. 1084, Family Savings Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H.R. 748, CARES Act. H.R. 6201, Families First Coronavirus Response Act.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · first_quarter · Retirement
Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding and multiemployer plan issues. Issues related to tax incentives for retirement savings. Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals to increase PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to PBGC collections and PBGC disclosure and mediation issues. Proposals related to electronic disclosure of information under ERISA. Proposals regarding compliance of retirement plans. Issues related to Form 5500 filing and missing participants. Issues related to the use of brokerage windows in defined contribution plans. Proposals to reform the multiple employer plan rules. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. Proposals related to stretch IRAs. Issues related to access to death master file. Issues related to government issued mortality tables. Proposals to amend the nondiscrimination provisions to protect older, longer service employees. Issues related to swap, margin, and capital rules. State-administered retirement plan initiatives. Annuitization with respect to defined benefit plans. QLACs. Effects of corporate integration on retirement plans. Proposals that would consolidate various retirement and IRA types. Proposals to create a retirement lost and found. Kids Savings Accounts. Proposals related to the establishment of savings accounts for emergencies. Proposals related to disaster relief. Issues related to P.L. 115-97. H.R. 3910, to amend the Internal Revenue Code of 1986 to make lifetime income and managed account options of defined contribution retirement savings plans portable (115th Congress). H.R. 4610/S. 3795, the RETIRE Act (115th Congress). H.R. 4158, the Retirement Plan Modernization Act (115th Congress). H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). S. 2474/H.R. 6540, Retirement Savings Lost and Found Act (115th Congress). Proposals related to self-correcting inadvertent plan errors. H.R. 6690, the Portable Retirement and Investment Account Act (115th Congress). H.R. 88, Retirement, Savings and Other Tax Relief Act (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act. H.R. 1007/ S. 972, Retirement Enhancement and Savings Act. S. 322, SIMPLE Plan Modernization Act. H.R. 1084, Family Savings Act. S. 1428, Retirement Parity for Student Loans Act. S. 1431, Retirement Security and Savings Act. S. 2370, Automatic IRA Act. H.R. 748, CARES Act. H.R. 6201, Families First Coronavirus Response Act.
2019 · third_quarter · Taxation/Internal Revenue Code
Proposals clarifying the status of professional employer organizations. PEO provision in tax reform proposals. Title IV, Division B, Section 206 of P.L. 113-295. Proposals related to MEPs. W-2 Wages definition under Internal Revenue Code Section 199A. CPEO certification and improvements. H.R. 1628, American Health Care Act (115th Congress). H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 1907, Retirement Security for American Workers. S. 1431, Retirement Security and Savings Act. H.R. 1084, Family Savings Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2019 · third_quarter · Retirement
Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creation of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Issues related to the Department of Labor's regulation defining fiduciary. Qualified plan issues. Proposals related to self correcting inadvertent plan errors. Proposals that would consolidate various retirement and IRA types. Proposals related to annuity incentives. Proposals related to electronic disclosure, including H.R. 4610/S. 3795, the RETIRE Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act. S. 1431, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes. S. 321, Retirement Security Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H.R. 1084, Family Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 3877, Bipartisan Budget Act.
Client expense: Not reported · Firm income: $30,000
2019 · fourth_quarter · Taxation/Internal Revenue Code
Proposals related to limited partnerships. Proposals related to small business retirement issues. SIMPLE IRAs. Issues related to Internal Revenue Code Section 199A. Required minimum distribution issues. H.R. 1084, Family Savings Act. S. 1431, Retirement Security and Savings Act. S. 321, Retirement Security Act. S. 322, SIMPLE Plan Modernization Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 41117, IRA Preservation Act. H.R. 4637, SAVE Act of 2017 (115th Congress). H.R. 1865, Further Consolidated Appropriations Act 2020.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2019 · fourth_quarter · Retirement
Proposals related to limited partnerships. Proposals related to small business retirement issues. SIMPLE IRAs. Issues related to Internal Revenue Code Section 199A. Required minimum distribution issues. H.R. 1084, Family Savings Act. S. 1431, Retirement Security and Savings Act. S. 321, Retirement Security Act. S. 322, SIMPLE Plan Modernization Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 41117, IRA Preservation Act. H.R. 4637, SAVE Act of 2017 (115th Congress). H.R. 1865, Further Consolidated Appropriations Act 2020.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2019 · fourth_quarter · Retirement
Proposals related to retirement plans for small business. Proposals to reform the multiple employer plan rules. Guidance related to nondiscrimination rules for defined contribution plan annuity investment products. Issues related to tax incentives for retirement savings. Issues related to income investment options. Proposals related to electronic disclosure, including H.R. 4610/S. 3795, the RETIRE Act (115th Congress). Plan consolidation. Proposals to amend the Internal Revenue Code and ERISA to avoid duplicative annual reporting, including H.R. 982 and S. 354. H.R. 3910, to make lifetime income and managed account options of defined contribution retirement savings plans portable (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). Executive Order 13847, Strengthening Retirement Security in America. S. 1431, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes. S. 321, Retirement Security Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H.R. 1084, Family Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 4637, the SAVE Act (115th Congress). H.R. 1865, Further Consolidated Appropriations Act 2020.
Client expense: Not reported · Firm income: $20,000
2019 · fourth_quarter · Taxation/Internal Revenue Code
Title IV, Division B, Section 206 of P.L. 113-295. W-2 Wages definition under Internal Revenue Code section 199A. H.R. 1907, Retirement Security for American Workers. H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 1007/S. 972, Retirement Enhancement and Savings Act. CPEO certifications and improvements. H.R. 1084, Family Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. S. 1431, Retirement Security and Savings Act. H.R. 1865, Further Consolidated Appropriations Act 2020.
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2019 · fourth_quarter · Retirement
Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding and multiemployer plan issues. Issues related to tax incentives for retirement savings. Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals to increase PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to PBGC collections and PBGC disclosure and mediation issues. Proposals related to electronic disclosure of information under ERISA. Proposals regarding compliance of retirement plans. Issues related to Form 5500 filing and missing participants. Issues related to the use of brokerage windows in defined contribution plans. Proposals to reform the multiple employer plan rules. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. Proposals related to stretch IRAs. Issues related to access to death master file. Issues related to government issued mortality tables. Proposals to amend the nondiscrimination provisions to protect older, longer service employees. Issues related to swap, margin, and capital rules. State-administered retirement plan initiatives. Annuitization with respect to defined benefit plans. QLACs. Effects of corporate integration on retirement plans. Proposals that would consolidate various retirement and IRA types. Proposals to create a retirement lost and found. Kids Savings Accounts. Proposals related to the establishment of savings accounts for emergencies. Proposals related to disaster relief. Issues related to P.L. 115-97. H.R. 3910, to amend the Internal Revenue Code of 1986 to make lifetime income and managed account options of defined contribution retirement savings plans portable (115th Congress). H.R. 4610/S. 3795, the RETIRE Act (115th Congress). H.R. 4158, the Retirement Plan Modernization Act (115th Congress). H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). S. 2474/H.R. 6540, Retirement Savings Lost and Found Act (115th Congress). Proposals related to self-correcting inadvertent plan errors. H.R. 6690, the Portable Retirement and Investment Account Act (115th Congress). H.R. 88, Retirement, Savings and Other Tax Relief Act (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act. H.R. 1007/ S. 972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act (SECURE). S. 322, SIMPLE Plan Modernization Act. H.R. 1084, Family Savings Act. S. 1428, Retirement Parity for Student Loans Act. S. 1431, Retirement Security and Savings Act. S. 2370, Automatic IRA Act. H.R. 1865, Further Consolidated Appropriations Act 2020.
2019 · fourth_quarter · Taxation/Internal Revenue Code
Proposals clarifying the status of professional employer organizations. PEO provision in tax reform proposals. Title IV, Division B, Section 206 of P.L. 113-295. Proposals related to MEPs. W-2 Wages definition under Internal Revenue Code Section 199A. CPEO certification and improvements. H.R. 1628, American Health Care Act (115th Congress). H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 1907, Retirement Security for American Workers. S. 1431, Retirement Security and Savings Act. H.R. 1084, Family Savings Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 1865, Further Consolidated Appropriations Act 2020.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2019 · fourth_quarter · Taxation/Internal Revenue Code
Proposals related to the tax treatment of education savings. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, IRA rollovers, and extension of the savers credit to encompass 529 contributions. Proposals to delete the penalty for using 529 funds for student loan repayments. H.R. 529, 529 and ABLE Improvement Act (115th Congress). Proposals to enhance workplace access to 529 plans. S. 1790, Boost Saving for College Act (115th Congress). H.R. 6760, Protecting Family and Small Business Tax Cuts Act (115th Congress). S. 1431, Retirement Security and Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 1084, Family Savings Act of 2019. H.R. 1865, Further Consolidated Appropriations Act 2020.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2019 · third_quarter · Retirement
Proposals related to PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Proposals related to nondiscrimination testing of pension plans. H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). Proposals related to defined benefit plan administration. H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). S. 1431, Retirement Security and Savings Act . H.R. 4610/S.3795, RETIRE Act (115th Congress). H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H.R. 1084, Family Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 3877, Bipartisan Budget Act. S. 2352, Retirement Security Preservation Act.
Client expense: Not reported · Firm income: $30,000
2019 · third_quarter · Taxation/Internal Revenue Code
Proposals related to PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Proposals related to nondiscrimination testing of pension plans. H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). Proposals related to defined benefit plan administration. H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). S. 1431, Retirement Security and Savings Act. H.R. 4610/S.3795, RETIRE Act (115th Congress). H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H.R. 1084, Family Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 3877, Bipartisan Budget Act. S. 2352, Retirement Security Preservation Act.
Client expense: Not reported · Firm income: $30,000
2019 · third_quarter · Retirement
Proposals related to retirement plans for small business. Proposals to reform the multiple employer plan rules. Guidance related to nondiscrimination rules for defined contribution plan annuity investment products. Issues related to tax incentives for retirement savings. Issues related to income investment options. Proposals related to electronic disclosure, including H.R. 4610/S. 3795, the RETIRE Act (115th Congress). Plan consolidation. Proposals to amend the Internal Revenue Code and ERISA to avoid duplicative annual reporting, including H.R. 982 and S. 354. H.R. 3910, to make lifetime income and managed account options of defined contribution retirement savings plans portable (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). Executive Order 13847, Strengthening Retirement Security in America. S. 1431, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes. S. 321, Retirement Security Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H.R. 1084, Family Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 4637, the SAVE Act (115th Congress). H.R. 3877, Bipartisan Budget Act.
Client expense: Not reported · Firm income: $20,000
2019 · third_quarter · Retirement
Proposals to enhance retirement savings opportunities for employers, employees, and individuals, including self correcting inadvertent plan errors. Small business tax credit. Issues related to the Department of Labor's regulation defining fiduciary. Required minimum distribution issues. SIMPLE IRAs. H.R. 1938, Small Employer Retirement Savings Auto-Enrollment Credit Act. H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). S. 1431, Retirement Security and Savings Act. S. 321, Retirement Security Act. S. 322, SIMPLE Plan Modernization Act. H.R. 1084, Family Savings Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 4637, the SAVE Act (115th Congress). H.R. 3877, Bipartisan Budget Act.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2019 · third_quarter · Retirement
Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creation of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Issues related to the Department of Labor's regulation defining fiduciary. Qualified plan issues. Proposals related to self correcting inadvertent plan errors. Proposals that would consolidate various retirement and IRA types. Proposals related to annuity incentives. Proposals related to electronic disclosure, including H.R. 4610/S. 3795, the RETIRE Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act. S. 1431, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes. S. 321, Retirement Security Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H.R. 1084, Family Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 3877, Bipartisan Budget Act.
Client expense: Not reported · Firm income: $30,000
2019 · third_quarter · Taxation/Internal Revenue Code
Issues related to expanding retirement coverage and adequacy, facilitating retirement income, and increasing retirement security. Issues related to qualifying longevity annuity contracts. Issues related to state law preemption. Proposals to reform the multiple employer plan rules including H.R. 1907, Retirement Security for American Workers Act. Proposals related to environmental, social, and governance criteria. Kids Savings Accounts. H.R. 3910, to amend the Internal Revenue Code of 1986 to make lifetime income and managed account options of defined contribution retirement savings plans portable (115th Congress). H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). 403(b) investments. Annuity defaults. Executive Order 13847, Strengthening Retirement Security in America. Annuity tax credit. S. 1431, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes. S. 321, Retirement Security Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H.R. 1084, Family Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 4637, the SAVE Act (115th Congress). H.R. 3877, Bipartisan Budget Act.
Client expense: Not reported · Firm income: $30,000
2019 · third_quarter · Retirement
Issues related to expanding retirement coverage and adequacy, facilitating retirement income, and increasing retirement security. Issues related to qualifying longevity annuity contracts. Issues related to state law preemption. Proposals to reform the multiple employer plan rules including H.R. 854, Retirement Security for American Workers Act (115th Congress). Proposals related to environmental, social, and governance criteria. Kids Savings Accounts. H.R. 3910, to amend the Internal Revenue Code of 1986 to make lifetime income and managed account options of defined contribution retirement savings plans portable (115th Congress). H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). 403(b) investments. Annuity defaults. Executive Order 13847, Strengthening Retirement Security in America. Annuity tax credit. S. 1431, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes. S. 321, Retirement Security Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H.R. 1084, Family Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 4637, the SAVE Act (115th Congress). H.R. 3877, Bipartisan Budget Act.
Client expense: Not reported · Firm income: $30,000
2019 · third_quarter · Retirement
Proposals related to limited partnerships. Proposals related to small business retirement issues. SIMPLE IRAs. Issues related to Internal Revenue Code Section 199A. Required minimum distribution issues. H.R. 1084, Family Savings Act. S. 1431, Retirement Security and Savings Act. S. 321, Retirement Security Act. S. 322, SIMPLE Plan Modernization Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 41117, IRA Preservation Act. H.R. 3877, Bipartisan Budget Act.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2019 · third_quarter · Taxation/Internal Revenue Code
Proposals related to limited partnerships. Proposals related to small business retirement issues. SIMPLE IRAs. Issues related to Internal Revenue Code Section 199A. Required minimum distribution issues. H.R. 1084, Family Savings Act. S. 1431, Retirement Security and Savings Act. S. 321, Retirement Security Act. S. 322, SIMPLE Plan Modernization Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 41117, IRA Preservation Act. H.R. 3877, Bipartisan Budget Act.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2019 · third_quarter · Retirement
Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC-and ERISA-mandated statements and disclosures. Issues related to lifetime income. Proposals related to tax treatment of retirement plans, IRAs, and annuity products. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act. H.R. 1084, Family Savings Act. Executive Order 13847, Strengthening Retirement Security in America. S. 1431, Retirement Security and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. S. 321, Retirement Security Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 4637, the SAVE Act (115th Congress).
Client expense: Not reported · Firm income: $10,000
2019 · third_quarter · Retirement
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1007/S.972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 1084, Family Savings Act. S. 1431, Retirement Security and Savings Act of 2019. H.R. 1439, Increasing Access to a Secure Retirement Act of 2019. H.R. 3078, Expanding Access to Retirement Savings for Caregivers Act.
Client expense: Not reported · Firm income: $30,000
2019 · third_quarter · Taxation/Internal Revenue Code
Title IV, Division B, Section 206 of P.L. 113-295. W-2 Wages definition under Internal Revenue Code section 199A. H.R. 1907, Retirement Security for American Workers. H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 1007/S. 972, Retirement Enhancement and Savings Act. CPEO certifications and improvements. H.R. 1084, Family Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. S. 1431, Retirement Security and Savings Act.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2019 · third_quarter · Taxation/Internal Revenue Code
Proposals related to the tax treatment of education savings. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, IRA rollovers, and extension of the savers credit to encompass 529 contributions. Proposals to delete the penalty for using 529 funds for student loan repayments. H.R. 529, 529 and ABLE Improvement Act (115th Congress). Proposals to enhance workplace access to 529 plans. S. 1790, Boost Saving for College Act (115th Congress). H.R. 6760, Protecting Family and Small Business Tax Cuts Act (115th Congress). S. 1431, Retirement Security and Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 1084, Family Savings Act of 2019.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2019 · third_quarter · Retirement
Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding and multiemployer plan issues. Issues related to tax incentives for retirement savings. Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals to increase PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to PBGC collections and PBGC disclosure and mediation issues. Proposals related to electronic disclosure of information under ERISA. Proposals regarding compliance of retirement plans. Issues related to Form 5500 filing and missing participants. Issues related to the use of brokerage windows in defined contribution plans. Proposals to reform the multiple employer plan rules. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. Proposals related to stretch IRAs. Issues related to access to death master file. Issues related to government issued mortality tables. Proposals to amend the nondiscrimination provisions to protect older, longer service employees. Issues related to swap, margin, and capital rules. State-administered retirement plan initiatives. Annuitization with respect to defined benefit plans. QLACs. Effects of corporate integration on retirement plans. Proposals that would consolidate various retirement and IRA types. Proposals to create a retirement lost and found. Kids Savings Accounts. Proposals related to the establishment of savings accounts for emergencies. Proposals related to disaster relief. Issues related to P.L. 115-97. H.R. 3910, to amend the Internal Revenue Code of 1986 to make lifetime income and managed account options of defined contribution retirement savings plans portable (115th Congress). H.R. 4610/S. 3795, the RETIRE Act (115th Congress). H.R. 4158, the Retirement Plan Modernization Act (115th Congress). H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). S. 2474/H.R. 6540, Retirement Savings Lost and Found Act (115th Congress). Proposals related to self-correcting inadvertent plan errors. H.R. 6690, the Portable Retirement and Investment Account Act (115th Congress). H.R. 88, Retirement, Savings and Other Tax Relief Act (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act. H.R. 1007/ S. 972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act (SECURE). S. 322, SIMPLE Plan Modernization Act. H.R. 1084, Family Savings Act. S. 1428, Retirement Parity for Student Loans Act. S. 1431, Retirement Security and Savings Act. S. 2370, Automatic IRA Act.
2019 · third_quarter · Taxation/Internal Revenue Code
Proposals clarifying the status of professional employer organizations. PEO provision in tax reform proposals. Title IV, Division B, Section 206 of P.L. 113-295. Proposals related to MEPs. W-2 Wages definition under Internal Revenue Code Section 199A. CPEO certification and improvements. H.R. 1628, American Health Care Act (115th Congress). H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 1907, Retirement Security for American Workers. S. 1431, Retirement Security and Savings Act. H.R. 1084, Family Savings Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2019 · second_quarter · Retirement
Issues related to retirement and taxation. Issues related to employee benefit plan administration and electronic delivery of IRC- and ERISA- mandated statements and disclosures. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1007/S. 972, Retirement Enhancement and Savings Act H.R. 1084, Family Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2019 · second_quarter · Taxation/Internal Revenue Code
Issues related to retirement and taxation. Issues related to electronic delivery of IRC-and ERISA-mandated statements and disclosures. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1007/ S. 972, Retirement Enhancement and Savings Act. H.R. 1084, Family Savings Act. H.R. 1439, Increasing Access to a Secure Retirement Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2019 · second_quarter · Retirement
Proposals related to retirement plans for small business. Proposals to reform the multiple employer plan rules. Guidance related to nondiscrimination rules for defined contribution plan annuity investment products. Issues related to tax incentives for retirement savings. Issues related to income investment options. Proposals related to electronic disclosure, including H.R. 4610/S. 3795, the RETIRE Act (115th Congress). Plan consolidation. Proposals to amend the Internal Revenue Code and ERISA to avoid duplicative annual reporting, including H.R. 982 and S. 354. H.R. 3910, to make lifetime income and managed account options of defined contribution retirement savings plans portable (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). Executive Order 13847, Strengthening Retirement Security in America. S. 1431, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes. S. 321, Retirement Security Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H.R. 1084, Family Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 4637, the SAVE Act (115th Congress).
Client expense: Not reported · Firm income: $30,000
2019 · second_quarter · Taxation/Internal Revenue Code
Issues related to expanding retirement coverage and adequacy, facilitating retirement income, and increasing retirement security. Issues related to qualifying longevity annuity contracts. Issues related to state law preemption. Proposals to reform the multiple employer plan rules including H.R. 1907, Retirement Security for American Workers Act. Proposals related to environmental, social, and governance criteria. Kids Savings Accounts. H.R. 3910, to amend the Internal Revenue Code of 1986 to make lifetime income and managed account options of defined contribution retirement savings plans portable (115th Congress). H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). 403(b) investments. Annuity defaults. Executive Order 13847, Strengthening Retirement Security in America. Annuity tax credit. S. 1431, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes. S. 321, Retirement Security Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H.R. 1084, Family Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 4637, the SAVE Act (115th Congress).
Client expense: Not reported · Firm income: $30,000
2019 · second_quarter · Retirement
Issues related to expanding retirement coverage and adequacy, facilitating retirement income, and increasing retirement security. Issues related to qualifying longevity annuity contracts. Issues related to state law preemption. Proposals to reform the multiple employer plan rules including H.R. 854, Retirement Security for American Workers Act (115th Congress). Proposals related to environmental, social, and governance criteria. Kids Savings Accounts. H.R. 3910, to amend the Internal Revenue Code of 1986 to make lifetime income and managed account options of defined contribution retirement savings plans portable (115th Congress). H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). 403(b) investments. Annuity defaults. Executive Order 13847, Strengthening Retirement Security in America. Annuity tax credit. S. 1431, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes. S. 321, Retirement Security Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H.R. 1084, Family Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 4637, the SAVE Act (115th Congress).
Client expense: Not reported · Firm income: $30,000
2019 · second_quarter · Retirement
Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC-and ERISA-mandated statements and disclosures. Issues related to lifetime income. Proposals related to tax treatment of retirement plans, IRAs, and annuity products. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act. H.R. 1084, Family Savings Act. Executive Order 13847, Strengthening Retirement Security in America. S. 1431, Retirement Security and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. S. 321, Retirement Security Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 4637, the SAVE Act (115th Congress).
Client expense: Not reported · Firm income: $50,000
2019 · second_quarter · Retirement
Issues related to retirement and taxation. Issues related to employee benefit plan administration and electronic delivery of IRC- and ERISA- mandated statements and disclosures. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1007/S. 972, Retirement Enhancement and Savings Act H.R. 1084, Family Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
| House |
| Referred to |
| February 15, 2017 |
| Small Business Committee | House | Referred to | February 15, 2017 |
| Financial Services Committee | House | Referred to | February 15, 2017 |
| Education and the Workforce Committee | House | Referred to | February 15, 2017 |
| Ways and Means Committee | House | Referred to | February 15, 2017 |
| Democratic |
| CA |
| Bennie G. Thompson | Democratic | MS |
| Brenda L. Lawrence | Democratic | MI |
| Cedric L. Richmond | Democratic | LA |
| Dwight Evans | Democratic | PA |
| Eleanor Holmes Norton | Democratic | DC |
| Emanuel Cleaver | Democratic | MO |
| Eric Swalwell | Democratic | CA |
| G. K. Butterfield | Democratic | NC |
| Gregory W. Meeks | Democratic | NY |
| Gwen Moore | Democratic | WI |
| Joyce Beatty | Democratic | OH |
| Louise McIntosh Slaughter | Democratic | NY |
| Luis V. Gutiérrez | Democratic | IL |
| Marc A. Veasey | Democratic | TX |
| Mark Pocan | Democratic | WI |
| Matt Cartwright | Democratic | PA |
| Michelle Lujan Grisham | Democratic | NM |
| Paul Tonko | Democratic | NY |
| Peter Welch | Democratic | VT |
| Ro Khanna | Democratic | CA |
| Robert C. "Bobby" Scott | Democratic | VA |
| Stacey E. Plaskett | Democratic | VI |
| Terri A. Sewell | Democratic | AL |
| Tim Ryan | Democratic | OH |
| Yvette D. Clarke | Democratic | NY |
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Client expense: Not reported · Firm income: $70,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Client expense: Not reported · Firm income: $100,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE