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Automatic IRA Act of 201 7 This bill amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualifying 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; (2) require the Department of the Treasury to provide employers with a model notice for notifying employees of their opportunity to participate in an automatic IRA arrangement and for providing details regarding the election period; (3) impose a penalty on employers who fail to provide eligible employees access to an automatic IRA arrangement; (4) allow employers who do not have more than 100 employees a tax credit for costs associated with establishing an automatic IRA arrangement; and (5) increase the dollar limitation on the tax credit for small employer pension plan startup costs. The bill establishes an Automatic IRA Advisory Group to make recommendations regarding automatic IRA investment options. Treasury and the Department of Labor must jointly conduct feasibility studies on: (1) extending spousal consent requirements to automatic IRA arrangements; (2) automatically transferring amounts saved by employees in retirement bonds into alternative, private sector, diversified investments when employees' automatic IRA balances reach a certain dollar level; (3) using investment data to notify individuals with multiple small balance retirement accounts of consolidation options; and (4) using investment arrangements associated with automatic IRAs to assist in addressing the problem of abandoned accounts. Treasury and Labor must also prescribe administrative guidance for the use of multiple employer plans by December 31, 2018.
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Filing registrants (6)
2019 · third_quarter · Retirement
Referred to the Committee on Ways and Means, and in addition to the Committee on Education and the Workforce, 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.
Introduced in House
Congress.gov source codes: 1000, Intro-H
Bills with similar content found using semantic analysis.
Sources: Congress.gov
H.R. 4523 - Automatic Retirement Plan Act of 2017 H.R. 4524 - Retirement Plan Simplification and Enhancement Act of 2017 H.R. 5282 - Retirement Enhancement and Savings Act of 2018 H.R. 761 - Pension and Budget Integrity Act of 2017 H.R. 854 - Retirement Security for American Workers Act H.R. 929 - Small Business Start-up Savings Accounts Act of 2017 H.R. 1083 - American Savings Account Act of 2017 H.R. 1688 - A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes. H.R. 2055 - Lifetime Income Disclosure Act H.R. 3499 - Automatic IRA Act of 2017 H.R. 3596 - Rightsizing Pension Premiums Act of 2017 H.R. 1 - An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018. H.R. 4610 - Receiving Electronic Statements To Improve Retiree Earnings Act H.J. Res. 66 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees. H.J. Res. 67 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. H.R. 6757 - Family Savings Act of 2018 H.R. 6990 - Portable Retirement and Investment Account Act of 2018 S. 270 - Pension Budget Integrity Act of 2017 S. 695 - A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes. S. 868 - Lifetime Income Disclosure Act S. 1383 - Retirement Security Act of 2017 S. 1861 - Automatic IRA Act of 2017 S. 2526 - Retirement Enhancement and Savings Act of 2018 S. 2753 - Commission on Retirement Security Act of 2018 S. 3218 - Strengthening Financial Security Through Short-Term Savings Accounts Act of 2018 S. 3219 - A bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the requirements for multiple employer plans, and for other purposes S. 3220 - Refund to Rainy Day Savings Act S. 3221 - Retirement Security Flexibility Act of 2018 S.J. Res. 32 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees. S.J. Res. 33 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees.
Client expense: $131,786 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC)
2019 · second_quarter · Retirement
H.R. 4523 - Automatic Retirement Plan Act of 2017 H.R. 4524 - Retirement Plan Simplification and Enhancement Act of 2017 H.R. 5282 - Retirement Enhancement and Savings Act of 2018 H.R. 761 - Pension and Budget Integrity Act of 2017 H.R. 854 - Retirement Security for American Workers Act H.R. 929 - Small Business Start-up Savings Accounts Act of 2017 H.R. 1083 - American Savings Account Act of 2017 H.R. 1688 - A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes. H.R. 2055 - Lifetime Income Disclosure Act H.R. 3499 - Automatic IRA Act of 2017 H.R. 3596 - Rightsizing Pension Premiums Act of 2017 H.R. 1 - An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018. H.R. 4610 - Receiving Electronic Statements To Improve Retiree Earnings Act H.J. Res. 66 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees. H.J. Res. 67 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. H.R. 6757 - Family Savings Act of 2018 H.R. 6990 - Portable Retirement and Investment Account Act of 2018 S. 270 - Pension Budget Integrity Act of 2017 S. 695 - A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes. S. 868 - Lifetime Income Disclosure Act S. 1383 - Retirement Security Act of 2017 S. 1861 - Automatic IRA Act of 2017 S. 2526 - Retirement Enhancement and Savings Act of 2018 S. 2753 - Commission on Retirement Security Act of 2018 S. 3218 - Strengthening Financial Security Through Short-Term Savings Accounts Act of 2018 S. 3219 - A bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the requirements for multiple employer plans, and for other purposes S. 3220 - Refund to Rainy Day Savings Act S. 3221 - Retirement Security Flexibility Act of 2018 S.J. Res. 32 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees. S.J. Res. 33 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees.
Client expense: $159,266 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC)
2019 · first_quarter · Retirement
H.R. 4523 - Automatic Retirement Plan Act of 2017 H.R. 4524 - Retirement Plan Simplification and Enhancement Act of 2017 H.R. 5282 - Retirement Enhancement and Savings Act of 2018 H.R. 761 - Pension and Budget Integrity Act of 2017 H.R. 854 - Retirement Security for American Workers Act H.R. 929 - Small Business Start-up Savings Accounts Act of 2017 H.R. 1083 - American Savings Account Act of 2017 H.R. 1688 - A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes. H.R. 2055 - Lifetime Income Disclosure Act H.R. 3499 - Automatic IRA Act of 2017 H.R. 3596 - Rightsizing Pension Premiums Act of 2017 H.R. 1 - An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018. H.R. 4610 - Receiving Electronic Statements To Improve Retiree Earnings Act H.J. Res. 66 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees. H.J. Res. 67 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. H.R. 6757 - Family Savings Act of 2018 H.R. 6990 - Portable Retirement and Investment Account Act of 2018 S. 270 - Pension Budget Integrity Act of 2017 S. 695 - A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes. S. 868 - Lifetime Income Disclosure Act S. 1383 - Retirement Security Act of 2017 S. 1861 - Automatic IRA Act of 2017 S. 2526 - Retirement Enhancement and Savings Act of 2018 S. 2753 - Commission on Retirement Security Act of 2018 S. 3218 - Strengthening Financial Security Through Short-Term Savings Accounts Act of 2018 S. 3219 - A bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the requirements for multiple employer plans, and for other purposes S. 3220 - Refund to Rainy Day Savings Act S. 3221 - Retirement Security Flexibility Act of 2018 S.J. Res. 32 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees. S.J. Res. 33 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees.
Client expense: $177,603 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC)
2018 · third_quarter · Retirement
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, H.R. 937, S. 2526, H.R. 5282 and H.R. 6757.
Client expense: $578,000 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2018 · third_quarter · Taxation/Internal Revenue Code
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
Client expense: $578,000 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2018 · fourth_quarter · Retirement
S. 3218 - Strengthening Financial Security Through Short-Term Savings Accounts Act of 2018 S. 223, H.R. 3758 - SeniorSafe Act of 2017 H.R. 78 - SEC Regulatory Accountability Act H.R. 5282, S. 2526 - Retirement Enhancement and Savings Act H.R. 854, S. 1383 - Multiple Small Employer Plans - issues relating to MEPs/MSEPs No Bill # - Association Retirement Plans S. 868, H.R. 2055 - Lifetime Income Disclosure & Regulatory Issues - all provisions H.R. 3499 - Automatic IRA - all Provisions H.R. 4523 - Automatic Retirement Plan Act of 2017 No Bill # - Proposed DOL Fiduciary Regulations - all provisions H.R. 4524 - Retirement Plan Simplification and Enhancement Act of 2017 H.R. 2823 - Affordable Retirement Advice for Savers Act H.R. 3910 - To amend the IRS Code of 1986 to make lifetime income and managed accounts options of defined contribution retirement savings plans portable No Bill # - GMWB Interpretive Issues in terms of possible guidance H.R. 4610, S. 3795 - Electronic Disclosure - ERISA/Internal Revenue Code - issues/provisions relating to the use of electronic disclosure by employee benefit plans H.R. 4610, S. 3795 - Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act H.R. 4604, H.R. 4637, H.R. 4524 - Issues relating to Annuity Selection Safe Harbor S. 3781 - Retirement Security and Savings Act H.R. 355 - Protecting American Families' Retirement Advice Act H.R. 7278 - General Account Legislative Fix No Bill # - Portable Retirement Accounts Legislation No Bill # - Qualified Professional Asset Manager (OPAM) Exception Amendment H.R. 6757 - Family Savings Act No Bill # - ERISA Clarifications for Securitizes Originated or Underwritten by Inter-Affiliates
Client expense: $1,150,000 · Firm income: Not reported
2018 · fourth_quarter · Retirement
H.R. 4523 - Automatic Retirement Plan Act of 2017 H.R. 4524 - Retirement Plan Simplification and Enhancement Act of 2017 H.R. 5282 - Retirement Enhancement and Savings Act of 2018 H.R. 761 - Pension and Budget Integrity Act of 2017 H.R. 854 - Retirement Security for American Workers Act H.R. 929 - Small Business Start-up Savings Accounts Act of 2017 H.R. 1083 - American Savings Account Act of 2017 H.R. 1688 - A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes. H.R. 2055 - Lifetime Income Disclosure Act H.R. 3499 - Automatic IRA Act of 2017 H.R. 3596 - Rightsizing Pension Premiums Act of 2017 H.R. 1 - An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018. H.R. 4610 - Receiving Electronic Statements To Improve Retiree Earnings Act H.J. Res. 66 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees. H.J. Res. 67 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. H.R. 6757 - Family Savings Act of 2018 H.R. 6990 - Portable Retirement and Investment Account Act of 2018 S. 270 - Pension Budget Integrity Act of 2017 S. 695 - A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes. S. 868 - Lifetime Income Disclosure Act S. 1383 - Retirement Security Act of 2017 S. 1861 - Automatic IRA Act of 2017 S. 2526 - Retirement Enhancement and Savings Act of 2018 S. 2753 - Commission on Retirement Security Act of 2018 S. 3218 - Strengthening Financial Security Through Short-Term Savings Accounts Act of 2018 S. 3219 - A bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the requirements for multiple employer plans, and for other purposes S. 3220 - Refund to Rainy Day Savings Act S. 3221 - Retirement Security Flexibility Act of 2018 S.J. Res. 32 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees. S.J. Res. 33 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees.
2018 · fourth_quarter · Taxation/Internal Revenue Code
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
Client expense: $624,000 · Firm income: Not reported
2018 · fourth_quarter · Retirement
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, H.R. 937, S. 2526, H.R. 5282 and H.R. 6757.
Client expense: $624,000 · Firm income: Not reported
2018 · third_quarter · Retirement
assist client with issues pertaining to retirement savings and rules, education savings and health savings; HR 4524 Retirement Plan Simplification and Enhancement Act 2017; H.R.3499 Automatic IRA Act 2017. S1383 Retirement Security Act of 2017;S1321 Affordable Retirement Advice Protection Act; HR2823 Affordable Retirement Advice for Savers Act; HR 355 Protect American Families Retirement Advice Act; HR 5282-S 2526 Retirement Enhancement and Savings Act 2018; S3221 Retirement Security Flexibility Act 2018; H.R.6540 Retirement Savings Lost and Found Act of 2018.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2018 · third_quarter · Retirement
S. 3218 - Strengthening Financial Security Through Short-Term Savings Accounts Act of 2018 S. 223, H.R. 3758 - SeniorSafe Act of 2017 H.R. 78 - SEC Regulatory Accountability Act H.R. 5282, S. 2526 - Retirement Enhancement and Savings Act H.R. 854, S. 1383 - Multiple Small Employer Plans - issues relating to MEPs/MSEPs S. 868, H.R. 2055 - Lifetime Income Disclosure & Regulatory Issues - all provisions H.R. 3499 - Automatic IRA - all Provisions H.R. 4523 - Automatic Retirement Plan Act of 2017 No Bill # - Proposed DOL Fiduciary Regulations - all provisions H.R. 4524 - Retirement Plan Simplification and Enhancement Act of 2017 H.R. 2823 - Affordable Retirement Advice for Savers Act H.R. 3910 - To amend the IRS Code of 1986 to make lifetime income and managed accounts options of defined contribution retirement savings plans portable No Bill # - GMWB Interpretive Issues in terms of possible guidance H.R. 4610 - Electronic Disclosure - ERISA/Internal Revenue Code - issues/provisions relating to the use of electronic disclosure by employee benefit plans H.R. 4610 - Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act H.R. 4604, H.R. 4637, H.R. 4524 - Issues relating to Annuity Selection Safe Harbor H.R. 355 - Protecting American Families' Retirement Advice Act No Bill # - General Account Legislative Fix No Bill # - Portable Retirement Accounts Legislation No Bill # - Qualified Professional Asset Manager (OPAM) Exception Amendment H.R. 6757 - Family Savings Act
Client expense: $1,140,000 · Firm income: Not reported
2018 · third_quarter · Retirement
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, H.R. 937, S. 2526, H.R. 5282 and H.R. 6757.
Client expense: $578,000 · Firm income: Not reported
2018 · third_quarter · Taxation/Internal Revenue Code
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
Client expense: $578,000 · Firm income: Not reported
2018 · third_quarter · Retirement
H.R. 4523 - Automatic Retirement Plan Act of 2017 H.R. 4524 - Retirement Plan Simplification and Enhancement Act of 2017 H.R. 5282 - Retirement Enhancement and Savings Act of 2018 H.R. 761 - Pension and Budget Integrity Act of 2017 H.R. 854 - Retirement Security for American Workers Act H.R. 929 - Small Business Start-up Savings Accounts Act of 2017 H.R. 1083 - American Savings Account Act of 2017 H.R. 1688 - A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes. H.R. 2055 - Lifetime Income Disclosure Act H.R. 3499 - Automatic IRA Act of 2017 H.R. 3596 - Rightsizing Pension Premiums Act of 2017 H.R. 1 - An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018. H.R. 4610 - Receiving Electronic Statements To Improve Retiree Earnings Act H.J. Res. 66 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees. H.J. Res. 67 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. H.R. 6757 - Family Savings Act of 2018 H.R. 6990 - Portable Retirement and Investment Account Act of 2018 S. 270 - Pension Budget Integrity Act of 2017 S. 695 - A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes. S. 868 - Lifetime Income Disclosure Act S. 1383 - Retirement Security Act of 2017 S. 1861 - Automatic IRA Act of 2017 S. 2526 - Retirement Enhancement and Savings Act of 2018 S. 2753 - Commission on Retirement Security Act of 2018 S. 3218 - Strengthening Financial Security Through Short-Term Savings Accounts Act of 2018 S. 3219 - A bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the requirements for multiple employer plans, and for other purposes S. 3220 - Refund to Rainy Day Savings Act S. 3221 - Retirement Security Flexibility Act of 2018 S.J. Res. 32 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees. S.J. Res. 33 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees.
2018 · second_quarter · Retirement
S. 223, H.R. 3758 - SeniorSafe Act of 2017 H.R. 78 - SEC Regulatory Accountability Act H.R. 5282, S. 2526 - Retirement Enhancement and Savings Act H.R. 854, S. 1383 - Multiple Small Employer Plans - issues relating to MEPs/MSEPs S. 868, H.R. 2055 - Lifetime Income Disclosure & Regulatory Issues - all provisions H.R. 3499 - Automatic IRA - all Provisions H.R. 4523 - Automatic Retirement Plan Act of 2017 No Bill # - Proposed DOL Fiduciary Regulations - all provisions H.R. 4524 - Retirement Plan Simplification and Enhancement Act of 2017 H.R. 2823 - Affordable Retirement Advice for Savers Act H.R. 3910 - To amend the IRS Code of 1986 to make lifetime income and managed accounts options of defined contribution retirement savings plans portable No Bill # - GMWB Interpretive Issues in terms of possible guidance H.R. 4610 - Electronic Disclosure - ERISA/Internal Revenue Code - issues/provisions relating to the use of electronic disclosure by employee benefit plans H.R. 4604, H.R. 4637, H.R. 4524 - Issues relating to Annuity Selection Safe Harbor H.R. 355 - Protecting American Families' Retirement Advice Act No Bill # - General Account Legislative Fix No Bill # - Portable Retirement Accounts Legislation No Bill # - Qualified Professional Asset Manager (OPAM) Exception Amendment
Client expense: $1,790,000 · Firm income: Not reported
2018 · second_quarter · Retirement
assist client with issues pertaining to retirement savings and rules, education savings and health savings; HR 4524 Retirement Plan Simplification and Enhancement Act 2017; H.R.3499 Automatic IRA Act 2017. S1383 Retirement Security Act of 2017;S1321 Affordable Retirement Advice Protection Act; HR2823 Affordable Retirement Advice for Savers Act; HR 355 Protect American Families Retirement Advice Act; HR 5282-S 2526 Retirement Enhancement and Savings Act 2018; S3221 Retirement Security Flexibility Act 2018.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2018 · second_quarter · Retirement
H.R. 4523 - Automatic Retirement Plan Act of 2017 H.R. 4524 - Retirement Plan Simplification and Enhancement Act of 2017 H.R. 5282 - Retirement Enhancement and Savings Act of 2018 H.R. 761 - Pension and Budget Integrity Act of 2017 H.R. 854 - Retirement Security for American Workers Act H.R. 929 - Small Business Start-up Savings Accounts Act of 2017 H.R. 1083 - American Savings Account Act of 2017 H.R. 1688 - A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes. H.R. 2055 - Lifetime Income Disclosure Act H.R. 3499 - Automatic IRA Act of 2017 H.R. 3596 - Rightsizing Pension Premiums Act of 2017 H.R. 1 - An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018. H.R. 4610 - Receiving Electronic Statements To Improve Retiree Earnings Act H.J. Res. 66 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees. H.J. Res. 67 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. S. 270 - Pension Budget Integrity Act of 2017 S. 695 - A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes. S. 868 - Lifetime Income Disclosure Act S. 1383 - Retirement Security Act of 2017 S. 1861 - Automatic IRA Act of 2017 S. 2526 - Retirement Enhancement and Savings Act of 2018 S. 2753 - Commission on Retirement Security Act of 2018 S.J. Res. 32 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees. S.J. Res. 33 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees.
2018 · second_quarter · Taxation/Internal Revenue Code
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499 and H.R. 3902.
Client expense: $578,000 · Firm income: Not reported
2018 · second_quarter · Retirement
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, H.R. 937, S. 2526 and H.R. 5282.
Client expense: $578,000 · Firm income: Not reported
2018 · first_quarter · Retirement
assist client with issues pertaining to retirement savings and rules, education savings and health savings; HR 4524 Retirement Plan Simplification and Enhancement Act 2017; H.R.3499 Automatic IRA Act 2017. S1383 Retirement Security Act of 2017;S1321 Affordable Retirement Advice Protection Act; HR2823 Affordable Retirement Advice for Savers Act; HR 355 Protect American Families Retirement Advice Act.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2018 · first_quarter · Retirement
1210-AB32 - Fiduciary Rule definition S2526; HR 5282 - Retirement Enhancement & Savings Act of 2018 - changes to RESA 2016 RISE Act - treatment of student loans, elimination of ROTH conversion, minimum distribution rules S1321, HR 2823 Affordable Retirement Advice Protection Act, Affordable Advice for Savers Act - Fiduciary standard - liability under ERISA HR 3596 - Rightsizing Pension Premiums Act of 2017 - PBGC premiums HR 2030 - SEAL Act - 401(k) loan balance treatment at termination 1122324-15 - Mortality tables under defined benefit pension plans. HR 3499 - Automatic IRA Act of 2017 - Automatic IRA Progra
Client expense: $136,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2018 · first_quarter · Taxation/Internal Revenue Code
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, and health insurance including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499 and H.R. 3902.
Client expense: $578,000 · Firm income: Not reported
2018 · first_quarter · Retirement
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, S. 2526 and H.R. 5282.
Client expense: $578,000 · Firm income: Not reported
2018 · first_quarter · Retirement
S. 223, H.R. 3758 - SeniorSafe Act of 2017 H.R. 78 - SEC Regulatory Accountability Act H.R. 5282, S. 2526 - Retirement Enhancement and Savings Act H.R. 854, S. 1383 - Multiple Small Employer Plans - issues relating to MEPs/MSEPs S. 868, H.R. 2055 - Lifetime Income Disclosure & Regulatory Issues - all provisions H.R. 3499 - Automatic IRA - all Provisions H.R. 4523 - Automatic Retirement Plan Act of 2017 No Bill # - Proposed DOL Fiduciary Regulations - all provisions H.R. 4524 - Retirement Plan Simplification and Enhancement Act of 2017 H.R. 2823 - Affordable Retirement Advice for Savers Act H.R. 3910 - To amend the IRS Code of 1986 to make lifetime income and managed accounts options of defined contribution retirement savings plans portable N/A - GMWB Interpretive Issues in terms of possible guidance H.R. 4610 - Electronic Disclosure - ERISA/Internal Revenue Code - issues/provisions relating to the use of electronic disclosure by employee benefit plans H.R. 4604, H.R. 4637, H.R. 4524 - Issues relating to Annuity Selection Safe Harbor H.R. 355 - Protecting American Families' Retirement Advice Act
Client expense: $1,970,000 · Firm income: Not reported
2018 · first_quarter · Retirement
H.R. 4523 - Automatic Retirement Plan Act of 2017 H.R. 4524 - Retirement Plan Simplification and Enhancement Act of 2017 H.R. 5282 - Retirement Enhancement and Savings Act of 2018 H.R. 761 - Pension and Budget Integrity Act of 2017 H.R. 854 - Retirement Security for American Workers Act H.R. 929 - Small Business Start-up Savings Accounts Act of 2017 H.R. 1083 - American Savings Account Act of 2017 H.R. 1688 - A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes. H.R. 2055 - Lifetime Income Disclosure Act H.R. 3499 - Automatic IRA Act of 2017 H.R. 3596 - Rightsizing Pension Premiums Act of 2017 H.R. 1 - An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018. H.R. 4610 - Receiving Electronic Statements To Improve Retiree Earnings Act H.J. Res. 66 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees. H.J. Res. 67 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. S. 270 - Pension Budget Integrity Act of 2017 S. 695 - A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes. S. 868 - Lifetime Income Disclosure Act S. 1383 - Retirement Security Act of 2017 S. 1861 - Automatic IRA Act of 2017 S. 2526 - Retirement Enhancement and Savings Act of 2018 S.J. Res. 32 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees. S.J. Res. 33 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees.
2017 · fourth_quarter · Retirement
S. 1321 / H.R. 2823, "Affordable Retirement Advice Act" S. 1861 / H.R. 3499, "Automatic IRA Act" S. 2505 / H.R.4294, "SAVERS Act of 2015" S. 3471 - The "Retirement Enhancement and Savings Act of 2016" H.R. 2055 / S. 868 - "Lifetime Income Disclosure Act" H.R. 4610 / S. 3417 (114th)- "Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act" H.R. 4523 - "Automatic Retirement Plan Act of 2017" H.R. 4524 - "Retirement Plan Simplification and Enhancement Act of 2017" H.R. 4637 - "Small Business Add Value for Employees (SAVE) Act". H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. The Retirement Improvements and Savings Enhancements Act of 2017, a proposal from Senator Wyden.
Client expense: $590,000 · Firm income: Not reported
2017 · fourth_quarter · Retirement
assist client with issues pertaining to retirement savings and rules, education savings and health savings; H.R. 1, S.1 Job Creation and Tax Cuts as it pertains to retirement issues; HR 4524 Retirement Plan Simplification and Enhancement Act 2017; H.R.3499 Automatic IRA Act 2017.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2017 · fourth_quarter · Retirement
H.R. 761 - Pension and Budget Integrity Act of 2017 H.R. 854 - Retirement Security for American Workers Act H.R. 929 - Small Business Start-up Savings Accounts Act of 2017 H.R. 1083 - American Savings Account Act of 2017 H.R. 1688 - A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes. H.R. 2055 - Lifetime Income Disclosure Act H.R. 3499 - Automatic IRA Act of 2017 H.R. 3596 - Rightsizing Pension Premiums Act of 2017 H.R. 1 - An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018. H.R. 4610 - Receiving Electronic Statements To Improve Retiree Earnings Act H.J. Res. 66 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees. H.J. Res. 67 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. S. 270 - Pension Budget Integrity Act of 2017 S. 695 - A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes. S. 868 - Lifetime Income Disclosure Act S. 1383 - Retirement Security Act of 2017 S. 1861 - Automatic IRA Act of 2017 S.J. Res. 32 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees. S.J. Res. 33 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees.
2017 · fourth_quarter · Retirement
S. 223 - SeniorSafe Act of 2017 H.R. 78 - SEC Regulatory Accountability Act H.R. 854, S. 1383 - Multiple Small Employer Plans - issues relating to MEPs/MSEPs S. 868, H.R. 2055 - Lifetime Income Disclosure & Regulatory Issues - all provisions H.R. 3499 - Automatic IRA - all Provisions H.R. 4523 - Automatic Retirement Plan Act of 2017 No Bill # - Proposed DOL Fiduciary Regulations - all provisions H.R. 4524 - Retirement Plan Simplification and Enhancement Act of 2017 H.R. 2823 - Affordable Retirement Advice for Savers Act H.R. 3910 - To amend the IRS Code of 1986 to make lifetime income and managed accounts options of defined contribution retirement savings plans portable. N/A - GMWB Interpretive Issues in terms of possible guidance No Bill # - Electronic Disclosure - ERISA/Internal Revenue Code - issues/provisions relating to the use of electronic disclosure by employee benefit plans N/A - Issues relating to DOL Safe Harbor for Selection of Annuity Providers H.R. 355 - Protecting American Families' Retirement Advice Act
Client expense: $1,790,000 · Firm income: Not reported
2017 · fourth_quarter · Retirement
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors inlcuding: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604 and H.R. 4524.
Client expense: $612,000 · Firm income: Not reported
2017 · fourth_quarter · Taxation/Internal Revenue Code
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, and health insurance including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499 and H.R. 3902.
Client expense: $612,000 · Firm income: Not reported
2017 · fourth_quarter · Retirement
1210-AB32 - Fiduciary Rule definition Defined Benefit plans - legislative changes Defined Contribution Plans - legislative changes S3471 - RESA - replace or repeal of state sponsored retirement plans RISE Act - treatment of student loans, elimination of ROTH conversion, minimum distribution rules S1321, HR 2823 Affordable Retirement Advice Protection Act, Affordable Advice for Savers Act - Fiduciary standard - liability under ERISA HR 3857 - PASS Act of 2017 - Fiduciary Rule HR 3596 - Rightsizing Pension Premiums Act of 2017 - PBGC premiums HR 2030 - SEAL Act - 401(k) loan balance treatment at termination HR 3499 - Automatic IRA Act of 2017 - Automatic IRA Program Retirement Plan Simplification Act of 2017 - age requirements, savers credit, automatic enrollment safe harbor
Client expense: $273,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2017 · third_quarter · Retirement
H.R. 761 - Pension and Budget Integrity Act of 2017 H.R. 854 - Retirement Security for American Workers Act H.R. 929 - Small Business Start-up Savings Accounts Act of 2017 H.R. 1083 - American Savings Account Act of 2017 H.R. 1688 - A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes. H.R. 2055 - Lifetime Income Disclosure Act H.R. 3499 - Automatic IRA Act of 2017 H.R. 3596 - Rightsizing Pension Premiums Act of 2017 H.J. Res. 66 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees. H.J. Res. 67 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. S. 270 - Pension Budget Integrity Act of 2017 S. 695 - A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes. S. 868 - Lifetime Income Disclosure Act S. 1383 - Retirement Security Act of 2017 S. 1861 - Automatic IRA Act of 2017 S.J. Res. 32 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees. S.J. Res. 33 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees.
Client expense: $117,148 · Firm income: Not reported
2017 · third_quarter · Taxation/Internal Revenue Code
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, and health insurance including: S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499 and H.R. 3902.
Client expense: $565,000 · Firm income: Not reported
2017 · third_quarter · Retirement
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors inlcuding: H.R. 3653, H.R. 3910, H.R. 3499 and H.R. 3902.
Client expense: $565,000 · Firm income: Not reported
2017 · third_quarter · Retirement
1210-AB32 - Fiduciary Rule definition Defined Benefit plans - legislative changes Defined Contribution Plans - legislative changes S3471 - RESA - replace or repeal of state sponsored retirement plans RISE Act - treatment of student loans, elimination of ROTH conversion, minimum distribution rules S1321, HR 2823 Affordable Retirement Advice Protection Act, Affordable Advice for Savers Act - Fiduciary standard - liability under ERISA HR 3857 - PASS Act of 2017 - Fiduciary Rule HR 3596 - Rightsizing Pension Premiums Act of 2017 - PBGC premiums HR 2030 - SEAL Act - 401(k) loan balance treatment at termination HR 3499 - Automatic IRA Act of 2017 - Automatic IRA Program Retirement Plan Simplification Act of 2017 - age requirements, savers credit, automatic enrollment safe harbor
Client expense: $245,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), Federal Highway Administration (FHA), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Client expense: $195,748 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC)
Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Government targets: Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), Federal Highway Administration (FHA), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Client expense: $168,964 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC)
Government targets: Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), Federal Highway Administration (FHA), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Client expense: $161,712 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC)
Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Government targets: Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), Federal Highway Administration (FHA), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Client expense: $161,503 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC)
Government targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Client expense: $141,256 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC)
Government targets: Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), Federal Highway Administration (FHA), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC)
Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of