PROSPERS Act

Monitor federal, legislative, and regulatory activity related to the remodeling industry, and congressional and administrative outreach regarding same. Monitor federal, legislative, and regulatory activity related to energy efficiency tax credits, and congressional and administrative outreach regarding same. Monitor federal, legislative, and regulatory activity related to EPA rules as they relate to the remodeling industry, and congressional and administrative outreach regarding same. Monitor federal, legislative, and regulatory activity related to OSHA rules, as they relate to the remodeling industry, and congressional and administrative outreach regarding same. Outreach and monitoring of Congressional and Administrative action on tax reform. Outreach and monitoring of FY 2019 Presidential budget request. Monitor implementation of H.R. 1, Tax Cuts and Jobs Act (P.L. 115-97). House Draft, Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2019. H.R. 5, Regulatory Accountability Act of 2017. H.R. 33, Small Business Regulatory Flexibility Improvements Act of 2017. H.R. 1443, Energy Savings and Industrial Competitiveness Act. H.R. 1599, BUILDS Act. H.R. 1780, Senior Accessible Housing Act. H.R. 2353, Strengthening Career and Technical Education for the 21st Century Act. H.R.2523, PROSPERS Act. H.R. 4115, PARTNERS Act. S. 206, JOBS Act of 2017. S. 385, Energy Savings and Industrial Competitiveness Act. S. 584, Small Business Regulatory Flexibility Improvements Act. S. 795, Workforce Advance Act. S. 1004, Perkins Fund for Equity and Excellence. S.1035, PROSPERS Act. S. 1460, Energy and Natural Resources Act of 2017. S.2256, Tax Extender Act of 2017. S. 2737, Creating Quality Technical Educators Act of 2018. S. 3158, Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2019.

Client expense: Not reported · Firm income: $40,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Monitor federal, legislative, and regulatory activity related to the remodeling industry, and congressional and administrative outreach regarding same. Monitor federal, legislative, and regulatory activity related to energy efficiency tax credits, and congressional and administrative outreach regarding same. Monitor federal, legislative, and regulatory activity related to EPA rules as they relate to the remodeling industry, and congressional and administrative outreach regarding same. Monitor federal, legislative, and regulatory activity related to OSHA rules, as they relate to the remodeling industry, and congressional and administrative outreach regarding same. Outreach and monitoring of Congressional and Administrative action on tax reform. Outreach and monitoring of FY 2019 Presidential budget request. Monitor implementation of H.R. 1, Tax Cuts and Jobs Act (P.L. 115-97). House Draft, Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2019. H.R. 5, Regulatory Accountability Act of 2017. H.R. 33, Small Business Regulatory Flexibility Improvements Act of 2017. H.R. 1443, Energy Savings and Industrial Competitiveness Act. H.R. 1599, BUILDS Act. H.R. 1780, Senior Accessible Housing Act. H.R. 2353, Strengthening Career and Technical Education for the 21st Century Act. H.R.2523, PROSPERS Act. H.R. 4115, PARTNERS Act. S. 206, JOBS Act of 2017. S. 385, Energy Savings and Industrial Competitiveness Act. S. 584, Small Business Regulatory Flexibility Improvements Act. S. 795, Workforce Advance Act. S. 1004, Perkins Fund for Equity and Excellence. S.1035, PROSPERS Act. S. 1460, Energy and Natural Resources Act of 2017. S.2256, Tax Extender Act of 2017. S. 2737, Creating Quality Technical Educators Act of 2018. S. 3158, Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2019.

Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. The Retirement Choice Protection Act (H.R. 3922 - 114th Congress), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505 - 114th Congress), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067 - 114th Congress), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees. Womens Pension Protection Act (S.2110 - 114th Congress), strengthen consumer protections to safeguard retirement savings, improve access to retirement savings plans for long-term, part-time workers - the majority of whom are women - and help increase womens financial literacy. The Senior Safe Act of 2017 (H.R. 3758, S.223), clarify existing laws to allow and encourage financial service representatives at banks and credit unions, investment advisors, and broker-dealers to report suspected financial fraud targeting seniors to regulators, law enforcement, or adult protective service agencies. The Receiving Electronic Statements to Improve Retiree Earnings Act (H.R. 4610), amends ERISA of 1974 and IRC of 1986 to provide for electronic delivery of pension plan information. The Retirement Savings Lost and Found Act of 2016 (S.3078 - 114th Congress), to increase the portability of and access to retirement savings. Financial CHOICE Act of 2017 (H.R. 10). Secure, Accessible, Valuable, Efficient Universal Pension Accounts (SAVE UPs) Act (H.R. 5731 - 114th Congress). Sen. Wyden Discussion Draft on Retirement Savings and IRAs (114th Congress). Affordable Retirement Advice for Savers Act (H.R. 2823). Affordable Retirement Advice Protection Act (S.1321). Savings Enhancement by Alleviating Leakage in 401(k) Savings Act (H.R. 2030). The Protecting Advice for Small Savers (PASS) Act of 2017 (H.R. 3857). The Make America Secure and Prosperous Appropriations Act (H.R. 3354). The FY 2018 Labor, Health and Human Services, and Education (LHHS) funding bill (H.R. 3358). The FY 2018 Budget Resolution (H.R. Con. Res. 71). Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees (H.J. Res 66). Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees (H.J. Res 67). The Lifetime Income Disclosure Act (H.R. 2055, S.868). The PROSPERS Act (H.R. 2523, S.1035). Implementation of Public Law No: 115-97, the Tax Cuts and Jobs Act. The Economic Growth, Regulatory Relief and Consumer Protection Act (S.2155). The Automatic Retirement Plan Act of 2017 (H.R. 4523). The Retirement Plan Simplification Act of 2017 (H.R.4524). The Increasing Access to Secure Retirement Act (H.R.4604). The Small Businesses Add Value for Employees (SAVE) Act of 2017 (H.R. 4637). Retirement Enhancement and Savings Act of 2018 (H.R. 5282, S.2526). Consolidated Appropriations Act, 2018 (H.R. 1625). Senior Safe Act 2017 included as Title III (H.R. 2255). Retirement Security Act of 2017 (H.R. 854, S.1383). SAVE Act of 2017 (H.R. 4637). The Labor, Health and Human Services, Education and Related Agencies Appropriations Act of 2019 (S.3158). The Commission on Retirement Security Act of 2018 (S.2753).

Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. The Retirement Choice Protection Act (H.R. 3922 - 114th Congress), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505 - 114th Congress), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067 - 114th Congress), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees. Womens Pension Protection Act (S.2110 - 114th Congress), strengthen consumer protections to safeguard retirement savings, improve access to retirement savings plans for long-term, part-time workers - the majority of whom are women - and help increase womens financial literacy. The Senior Safe Act of 2017 (H.R. 3758, S.223), clarify existing laws to allow and encourage financial service representatives at banks and credit unions, investment advisors, and broker-dealers to report suspected financial fraud targeting seniors to regulators, law enforcement, or adult protective service agencies. The Receiving Electronic Statements to Improve Retiree Earnings Act (H.R. 4610), amends ERISA of 1974 and IRC of 1986 to provide for electronic delivery of pension plan information. The Retirement Savings Lost and Found Act of 2016 (S.3078 - 114th Congress), to increase the portability of and access to retirement savings. Financial CHOICE Act of 2017 (H.R. 10). Secure, Accessible, Valuable, Efficient Universal Pension Accounts (SAVE UPs) Act (H.R. 5731 - 114th Congress). Sen. Wyden Discussion Draft on Retirement Savings and IRAs (114th Congress). Affordable Retirement Advice for Savers Act (H.R. 2823). Affordable Retirement Advice Protection Act (S.1321). Savings Enhancement by Alleviating Leakage in 401(k) Savings Act (H.R. 2030). The Protecting Advice for Small Savers (PASS) Act of 2017 (H.R. 3857). The Make America Secure and Prosperous Appropriations Act (H.R. 3354). The FY 2018 Labor, Health and Human Services, and Education (LHHS) funding bill (H.R. 3358). The FY 2018 Budget Resolution (H.R. Con. Res. 71). Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees (H.J. Res 66). Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees (H.J. Res 67). The Lifetime Income Disclosure Act (H.R. 2055, S.868). The PROSPERS Act (H.R. 2523, S.1035). Implementation of Public Law No: 115-97, the Tax Cuts and Jobs Act. The Economic Growth, Regulatory Relief and Consumer Protection Act (S.2155). The Automatic Retirement Plan Act of 2017 (H.R. 4523). The Retirement Plan Simplification Act of 2017 (H.R.4524). The Increasing Access to Secure Retirement Act (H.R.4604). The Small Businesses Add Value for Employees (SAVE) Act of 2017 (H.R. 4637). Retirement Enhancement and Savings Act of 2018 (H.R. 5282, S.2526). Consolidated Appropriations Act, 2018 (H.R. 1625). Senior Safe Act 2017 included as Title III (H.R. 2255). Retirement Security Act of 2017 (H.R. 854, S.1383). SAVE Act of 2017 (H.R. 4637).

Monitor federal, legislative, and regulatory activity related to the remodeling industry, and congressional and administrative outreach regarding same. Monitor federal, legislative, and regulatory activity related to energy efficiency tax credits, and congressional and administrative outreach regarding same. Monitor federal, legislative, and regulatory activity related to EPA rules as they relate to the remodeling industry, and congressional and administrative outreach regarding same. Monitor federal, legislative, and regulatory activity related to OSHA rules, as they relate to the remodeling industry, and congressional and administrative outreach regarding same. Outreach and monitoring of Congressional and Administrative action on tax reform. Outreach and monitoring of FY 2019 Presidential budget request. Monitor implementation of H.R. 1, Tax Cuts and Jobs Act (P.L. 115-97). H.R. 5, Regulatory Accountability Act of 2017. H.R. 33, Small Business Regulatory Flexibility Improvements Act of 2017. H.R. 195, Extension of Continuing Appropriations Act, 2018 (P.L. 115-120) H.R. 1443, Energy Savings and Industrial Competitiveness Act. H.R. 1599, BUILDS Act. H.R. 1625, Consolidated Omnibus Appropriations 2018 (P.L. 115-124). H.R. 1780, Senior Accessible Housing Act. H.R. 1892, Bipartisan Budget Act of 2018 (P.L. 115-123). H.R. 2353, Strengthening Career and Technical Education for the 21st Century Act. H.R.2523, PROSPERS Act. H.R. 4115, PARTNERS Act. S. 385, Energy Savings and Industrial Competitiveness Act. S. 584, Small Business Regulatory Flexibility Improvements Act. S.1035, PROSPERS Act. S. 1460, Energy and Natural Resources Act of 2017. S.2256, Tax Extender Act of 2017

Client expense: Not reported · Firm income: $40,000

Monitor federal, legislative, and regulatory activity related to the remodeling industry, and congressional and administrative outreach regarding same. Monitor federal, legislative, and regulatory activity related to energy efficiency tax credits, and congressional and administrative outreach regarding same. Monitor federal, legislative, and regulatory activity related to EPA rules as they relate to the remodeling industry, and congressional and administrative outreach regarding same. Monitor federal, legislative, and regulatory activity related to OSHA rules, as they relate to the remodeling industry, and congressional and administrative outreach regarding same. Outreach and monitoring of Congressional and Administrative action on tax reform. Outreach and monitoring of FY 2019 Presidential budget request. Monitor implementation of H.R. 1, Tax Cuts and Jobs Act (P.L. 115-97). H.R. 5, Regulatory Accountability Act of 2017. H.R. 33, Small Business Regulatory Flexibility Improvements Act of 2017. H.R. 195, Extension of Continuing Appropriations Act, 2018 (P.L. 115-120) H.R. 1443, Energy Savings and Industrial Competitiveness Act. H.R. 1599, BUILDS Act. H.R. 1625, Consolidated Omnibus Appropriations 2018 (P.L. 115-124). H.R. 1780, Senior Accessible Housing Act. H.R. 1892, Bipartisan Budget Act of 2018 (P.L. 115-123). H.R. 2353, Strengthening Career and Technical Education for the 21st Century Act. H.R.2523, PROSPERS Act. H.R. 4115, PARTNERS Act. S. 385, Energy Savings and Industrial Competitiveness Act. S. 584, Small Business Regulatory Flexibility Improvements Act. S.1035, PROSPERS Act. S. 1460, Energy and Natural Resources Act of 2017. S.2256, Tax Extender Act of 2017

Client expense: Not reported · Firm income: $40,000

Monitor federal, legislative, and regulatory activity related to the remodeling industry, and congressional and administrative outreach regarding same. Monitor federal, legislative, and regulatory activity related to energy efficiency tax credits, and congressional and administrative outreach regarding same. Monitor federal, legislative, and regulatory activity related to EPA rules as they relate to the remodeling industry, and congressional and administrative outreach regarding same. Monitor federal, legislative, and regulatory activity related to OSHA rules, as they relate to the remodeling industry, and congressional and administrative outreach regarding same. Outreach and monitoring of Congressional and Administrative action on tax reform. Outreach and monitoring of FY 2019 Presidential budget request. Monitor implementation of H.R. 1, Tax Cuts and Jobs Act (P.L. 115-97). H.R. 5, Regulatory Accountability Act of 2017. H.R. 33, Small Business Regulatory Flexibility Improvements Act of 2017. H.R. 195, Extension of Continuing Appropriations Act, 2018 (P.L. 115-120) H.R. 1443, Energy Savings and Industrial Competitiveness Act. H.R. 1599, BUILDS Act. H.R. 1625, Consolidated Omnibus Appropriations 2018 (P.L. 115-124). H.R. 1780, Senior Accessible Housing Act. H.R. 1892, Bipartisan Budget Act of 2018 (P.L. 115-123). H.R. 2353, Strengthening Career and Technical Education for the 21st Century Act. H.R.2523, PROSPERS Act. H.R. 4115, PARTNERS Act. S. 385, Energy Savings and Industrial Competitiveness Act. S. 584, Small Business Regulatory Flexibility Improvements Act. S.1035, PROSPERS Act. S. 1460, Energy and Natural Resources Act of 2017. S.2256, Tax Extender Act of 2017

Client expense: Not reported · Firm income: $40,000

Monitor federal, legislative, and regulatory activity related to the remodeling industry, and congressional and administrative outreach regarding same. Monitor federal, legislative, and regulatory activity related to energy efficiency tax credits, and congressional and administrative outreach regarding same. Monitor federal, legislative, and regulatory activity related to EPA rules as they relate to the remodeling industry, and congressional and administrative outreach regarding same. Monitor federal, legislative, and regulatory activity related to OSHA rules, as they relate to the remodeling industry, and congressional and administrative outreach regarding same. Outreach and monitoring of Congressional and Administrative action on tax reform. Outreach and monitoring of FY 2019 Presidential budget request. Monitor implementation of H.R. 1, Tax Cuts and Jobs Act (P.L. 115-97). H.R. 5, Regulatory Accountability Act of 2017. H.R. 33, Small Business Regulatory Flexibility Improvements Act of 2017. H.R. 195, Extension of Continuing Appropriations Act, 2018 (P.L. 115-120) H.R. 1443, Energy Savings and Industrial Competitiveness Act. H.R. 1599, BUILDS Act. H.R. 1625, Consolidated Omnibus Appropriations 2018 (P.L. 115-124). H.R. 1780, Senior Accessible Housing Act. H.R. 1892, Bipartisan Budget Act of 2018 (P.L. 115-123). H.R. 2353, Strengthening Career and Technical Education for the 21st Century Act. H.R.2523, PROSPERS Act. H.R. 4115, PARTNERS Act. S. 385, Energy Savings and Industrial Competitiveness Act. S. 584, Small Business Regulatory Flexibility Improvements Act. S.1035, PROSPERS Act. S. 1460, Energy and Natural Resources Act of 2017. S.2256, Tax Extender Act of 2017

Client expense: Not reported · Firm income: $40,000

Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. The Retirement Choice Protection Act (H.R. 3922 - 114th Congress), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505 - 114th Congress), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067 - 114th Congress), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees. Womens Pension Protection Act (S.2110 - 114th Congress), strengthen consumer protections to safeguard retirement savings, improve access to retirement savings plans for long-term, part-time workers - the majority of whom are women - and help increase womens financial literacy. The Senior Safe Act of 2017 (H.R. 3758, S.223), clarify existing laws to allow and encourage financial service representatives at banks and credit unions, investment advisors, and broker-dealers to report suspected financial fraud targeting seniors to regulators, law enforcement, or adult protective service agencies. The Receiving Electronic Statements to Improve Retiree Earnings Act (H.R. 4610), amends ERISA of 1974 and IRC of 1986 to provide for electronic delivery of pension plan information. The Retirement Savings Lost and Found Act of 2016 (S.3078 - 114th Congress), to increase the portability of and access to retirement savings. Financial CHOICE Act of 2017 (H.R. 10). Secure, Accessible, Valuable, Efficient Universal Pension Accounts (SAVE UPs) Act (H.R. 5731 - 114th Congress). Retirement Enhancement and Savings Act of 2016 (S.3471 - 114th Congress). Sen. Wyden Discussion Draft on Retirement Savings and IRAs (114th Congress). Affordable Retirement Advice for Savers Act (H.R. 2823). Affordable Retirement Advice Protection Act (S. 1321). Savings Enhancement by Alleviating Leakage in 401(k) Savings Act (H.R. 2030). The Protecting Advice for Small Savers (PASS) Act of 2017 (H.R. 3857). The Make America Secure and Prosperous Appropriations Act (H.R. 3354). The FY 2018 Labor, Health and Human Services, and Education (LHHS) funding bill (H.R. 3358). The FY 2018 Budget Resolution (H.R. Con. Res. 71). Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees (H.J. Res 66). Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees (H.J. Res 67). The Lifetime Income Disclosure Act (H.R. 2055, S.868). The PROSPERS Act (H.R. 2523, S.1035). The Tax Cuts and Jobs Act (H.R. 1). The Economic Growth, Regulatory Relief and Consumer Protection Act (S. 2155). The Automatic Retirement Plan Act of 2017 (H.R. 4523). The Retirement Plan Simplification Act of 2017 (H.R.4524). The Increasing Access to Secure Retirement Act (H.R.4604). The Small Businesses Add Value for Employees (SAVE) Act of 2017 (H.R. 4637). The Secure, Accessible, Valuable, Efficient Universal Pension Accounts Act or the SAVE UP Act (H.R. 5731 - 114th Congress).

Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform. A bill to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (H.R. 2055, S.868). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and would encourage the use of private multiple employer plans. Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090, S.2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees. Womens Pension Protection Act (S.2110), strengthen consumer protections to safeguard retirement savings, improve access to retirement savings plans for long-term, part-time workers - the majority of whom are women - and help increase womens financial literacy. The Senior Safe Act of 2017 (H.R. 3758, S.223), clarify existing laws to allow and encourage financial service representatives at banks and credit unions, investment advisors, and broker-dealers to report suspected financial fraud targeting seniors to regulators, law enforcement, or adult protective service agencies. The Receiving Electronic Statements to Improve Retiree Earnings Act (H.R. 2656), amends ERISA of 1974 and IRC of 1986 to provide for electronic delivery of pension plan information. The Retirement Savings Lost and Found Act of 2016 (S.3078), to increase the portability of and access to retirement savings. Financial CHOICE Act of 2017 (H.R. 10). Secure, Accessible, Valuable, Efficient Universal Pension Accounts (SAVE UPs) Act. Retirement Enhancement and Savings Act of 2016 (S.3471). Sen. Wyden Discussion Draft on Retirement Savings and IRAs. Affordable Retirement Advice for Savers Act (H.R. 2823). Affordable Retirement Advice Protection Act (S. 1321). The PROSPERS Act (S.1035/H.R. 2523). Lifetime Income Disclosure Act (LIDA) (H.R. 2055/S. 868). Savings Enhancement by Alleviating Leakage in 401(k) Savings Act (H.R. 2030). The Protecting Advice for Small Savers (PASS) Act of 2017 (H.R. 3857). The Make America Secure and Prosperous Appropriations Act (H.R. 3354). The FY 2018 Labor, Health and Human Services, and Education (LHHS) funding bill (H.R. 3358). The FY 2018 House Budget Resolution (H.R. Con. Res. 71). The FY 2018 Senate Budget Resolution.

Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform. A bill to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents (H.R. 2055, S.868). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. Automatic IRA Act of 2015 (114th Cong., H.R. 506), legislation that Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation. Retirement Plan Simplification and Enhancement Act of 2013 (113th Cong.), legislation to improve the rules governing lifetime income products and other retirement savings vehicles. Retirement Security Act of 2015 (H.R. 557, S.266), expand the ability of Americans to better save for their retirement and would encourage the use of private multiple employer plans. Department of Labor rules for states to create retirement savings programs. The Retail Investor Protection Act (H.R. 1090, S.2497), DOL fiduciary rulemaking. The Retirement Choice Protection Act (H.R. 3922), DOL fiduciary rulemaking. The SAVERS Act (H.R. 4294, S.2505), DOL fiduciary rulemaking. The SAVE Act (H.R. 4067), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees. Womens Pension Protection Act (S.2110), strengthen consumer protections to safeguard retirement savings, improve access to retirement savings plans for long-term, part-time workers - the majority of whom are women - and help increase womens financial literacy. The Senior Safe Act of 2017 (S.223), clarify existing laws to allow and encourage financial service representatives at banks and credit unions, investment advisors, and broker-dealers to report suspected financial fraud targeting seniors to regulators, law enforcement, or adult protective service agencies. The Receiving Electronic Statements to Improve Retiree Earnings Act (H.R. 2656), amends ERISA of 1974 and IRC of 1986 to provide for electronic delivery of pension plan information. The Retirement Savings Lost and Found Act of 2016 (S.3078), to increase the portability of and access to retirement savings. Financial CHOICE Act of 2017 (H.R. 10). Secure, Accessible, Valuable, Efficient Universal Pension Accounts (SAVE UPs) Act. Retirement Enhancement and Savings Act of 2016 (S.3471). Sen. Wyden Discussion Draft on Retirement Savings and IRAs. Affordable Retirement Advice for Savers Act (H.R. 2823). Affordable Retirement Advice Protection Act (S. 1321). The PROSPERS Act (S.1035/H.R. 2523). House Labor-HHS-Education and Related Agencies FY 2018 Appropriations Bill. Lifetime Income Disclosure Act (LIDA) (H.R. 2055/S. 868). Savings Enhancement by Alleviating Leakage in 401(k) Savings Act (H.R. 2030).