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Retirement Enhancement and Savings Act of 2018
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Retirement Enhancement and Savings Act of 2018 This bill amends the Internal Revenue Code and the Employee Retirement Income Security Act of 1974 (ERISA) to modify requirements for tax-favored retirement savings accounts, employer-provided retirement plans, and retirement benefits for federal judges. With respect to employer-provided plans, the bill modifies requirements regarding: multiple employer plans, automatic enrollment and nonelective contributions, loans, terminating or transferring plans, reporting and disclosure rules, nondiscrimination rules, selecting lifetime income providers, and Pension Benefit Guaranty Corporation premiums. The bill also increases the tax credit for small employer pension plan startup costs and allows a tax credit for small employers that establish retirement plans that include automatic enrollment. With respect to Individual Retirement Accounts (IRAs), the bill: treats taxable non-tuition fellowship and stipend payments as compensation, repeals the maximum age for traditional IRA contributions, and permits any IRA to be a shareholder of any S corporation that is a bank. The bill makes several modifications to retirement benefits for magistrate judges of the U.S. Tax Court and other federal judges. The bill also modifies various tax provisions to: reinstate and increase the tax exclusion for benefits provided to volunteer firefighters and emergency medical responders, revise the required distribution rules for pension plans, increase penalties for failing to file tax or retirement plan returns, and require the Internal Revenue Service to share returns and return information with U.S. Customs Border Protection to administer the heavy vehicle use tax.
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Filing registrants (65)
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
2022 · first_quarter · Retirement
Rules on plan fiduciaries responsibilities with respect to brokerage windows in 401(k)s and under ERISA. H.R.5282/S.2526, Retirement Enhancement and Savings Act of 2018. H.R. 1994 and Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act).
Client expense: $420,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2022 · third_quarter · Financial Institutions/Investments/Securities
Issues related to the risk management of credit unions. H.R.5282 - Retirement Enhancement and Savings Act of 2018. Implementation of H.R. 748 - the Coronavirus Aid, Relief, and Economic Security (CARES) Act of 2020. HR 748 - Credit Union and lender classification under the Paycheck Protection Program (PPP) of 2020. Classification of financial services companies as essential during COVID-19 shelter-at-home orders.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · second_quarter · Financial Institutions/Investments/Securities
Issues related to the risk management of credit unions. H.R.5282 - Retirement Enhancement and Savings Act of 2018. Implementation of H.R. 748 - the Coronavirus Aid, Relief, and Economic Security (CARES) Act of 2020. HR 748 - Credit Union and lender classification under the Paycheck Protection Program (PPP) of 2020. Classification of financial services companies as essential during COVID-19 shelter-at-home orders.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · first_quarter · Financial Institutions/Investments/Securities
Issues related to the risk management of credit unions. H.R.5282 - Retirement Enhancement and Savings Act of 2018. Implementation of H.R. 748 - the Coronavirus Aid, Relief, and Economic Security (CARES) Act of 2020. HR 748 - Credit Union and lender classification under the Paycheck Protection Program (PPP) of 2020. Classification of financial services companies as essential during COVID-19 shelter-at-home orders.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · first_quarter · Retirement
Rules on plan fiduciaries responsibilities with respect to brokerage windows in 401(k)s and under ERISA. H.R.5282/S.2526, Retirement Enhancement and Savings Act of 2018. H.R. 1994 and Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act).
Client expense: $470,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
| Democratic |
| NH |
| Barbara Comstock | Republican | VA |
| Bennie G. Thompson | Democratic | MS |
| Bill Flores | Republican | TX |
| Bill Huizenga | Republican | MI |
| Bill Pascrell, Jr. | Democratic | NJ |
| Bob Gibbs | Republican | OH |
| Brendan F. Boyle | Democratic | PA |
| Brian Higgins | Democratic | NY |
| C. A. Dutch Ruppersberger | Democratic | MD |
| Carlos Curbelo | Republican | FL |
| Carol Shea-Porter | Democratic | NH |
| Christopher H. Smith | Republican | NJ |
| Collin C. Peterson | Democratic | MN |
| Dan Newhouse | Republican | WA |
| Daniel T. Kildee | Democratic | MI |
| David E. Price | Democratic | NC |
| David G. Valadao | Republican | CA |
| David Loebsack | Democratic | IA |
| David Rouzer | Republican | NC |
| David Young | Republican | IA |
| Dennis A. Ross | Republican | FL |
| Derek Kilmer | Democratic | WA |
| Don Bacon | Republican | NE |
| Donald Norcross | Democratic | NJ |
| Donald S. Beyer, Jr. | Democratic | VA |
| Earl Blumenauer | Democratic | OR |
| Ed Perlmutter | Democratic | CO |
| Elise M. Stefanik | Republican | NY |
| Frank Pallone, Jr. | Democratic | NJ |
| Frederica S. Wilson | Democratic | FL |
| George Holding | Republican | NC |
| Glenn Grothman | Republican | WI |
| Glenn Thompson | Republican | PA |
| Greg Gianforte | Republican | MT |
| Harold Rogers | Republican | KY |
| Jackie Walorski | Republican | IN |
| Jaime Herrera Beutler | Republican | WA |
| Jason Lewis | Republican | MN |
| Jeff Denham | Republican | CA |
| Jeff Duncan | Republican | SC |
| Jim Banks | Republican | IN |
| Jodey C. Arrington | Republican | TX |
| Joe Barton | Republican | TX |
| Joe Wilson | Republican | SC |
| John B. Larson | Democratic | CT |
| John J. Faso | Republican | NY |
| José E. Serrano | Democratic | NY |
| Judy Chu | Democratic | CA |
| Karen C. Handel | Republican | GA |
| Ken Calvert | Republican | CA |
| Kristi L. Noem | Republican | SD |
| Kurt Schrader | Democratic | OR |
| Lamar Smith | Republican | TX |
| Linda T. Sánchez | Democratic | CA |
| Lisa Blunt Rochester | Democratic | DE |
| Lou Barletta | Republican | PA |
| Luke Messer | Republican | IN |
| Mark Pocan | Democratic | WI |
| Michael R. Turner | Republican | OH |
| Mike Bishop | Republican | MI |
| Mike Coffman | Republican | CO |
| Mike Rogers | Republican | AL |
| Nydia M. Velázquez | Democratic | NY |
| Patrick Meehan | Republican | PA |
| Paul Tonko | Democratic | NY |
| Pete Sessions | Republican | TX |
| Peter A. DeFazio | Democratic | OR |
| Richard Hudson | Republican | NC |
| Robert E. Latta | Republican | OH |
| Rod Blum | Republican | IA |
| Ron Kind | Democratic | WI |
| Salud O. Carbajal | Democratic | CA |
| Sam Johnson | Republican | TX |
| Scott R. Tipton | Republican | CO |
| Susan A. Davis | Democratic | CA |
| Susan W. Brooks | Republican | IN |
| Suzan K. DelBene | Democratic | WA |
| Suzanne Bonamici | Democratic | OR |
| Ted Budd | Republican | NC |
| Terri A. Sewell | Democratic | AL |
| Theodore E. Deutch | Democratic | FL |
| Thomas MacArthur | Republican | NJ |
| Tom Cole | Republican | OK |
| Tom Rice | Republican | SC |
| Vicente Gonzalez | Democratic | TX |
| Walter B. Jones | Republican | NC |
| Wm. Lacy Clay | Democratic | MO |
2021 · fourth_quarter · Retirement
Rules on plan fiduciaries responsibilities with respect to brokerage windows in 401(k)s and under ERISA. H.R.5282/S.2526, Retirement Enhancement and Savings Act of 2018. H.R. 1994 and Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act).
Client expense: $350,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2021 · fourth_quarter · Financial Institutions/Investments/Securities
Issues related to the risk management of credit unions. H.R.5282 - Retirement Enhancement and Savings Act of 2018. Implementation of H.R. 748 - the Coronavirus Aid, Relief, and Economic Security (CARES) Act of 2020. HR 748 - Credit Union and lender classification under the Paycheck Protection Program (PPP) of 2020. Classification of financial services companies as essential during COVID-19 shelter-at-home orders.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2021 · third_quarter · Retirement
Rules on plan fiduciaries responsibilities with respect to brokerage windows in 401(k)s and under ERISA. H.R.5282/S.2526, Retirement Enhancement and Savings Act of 2018. H.R. 1994 and Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act).
Client expense: $340,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2021 · third_quarter · Financial Institutions/Investments/Securities
Issues related to the risk management of credit unions. H.R.5282 - Retirement Enhancement and Savings Act of 2018. Implementation of H.R. 748 - the Coronavirus Aid, Relief, and Economic Security (CARES) Act of 2020. HR 748 - Credit Union and lender classification under the Paycheck Protection Program (PPP) of 2020. Classification of financial services companies as essential during COVID-19 shelter-at-home orders.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2021 · second_quarter · Retirement
Rules on plan fiduciaries responsibilities with respect to brokerage windows in 401(k)s and under ERISA. H.R.5282/S.2526, Retirement Enhancement and Savings Act of 2018. H.R. 1994 and Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act).
Client expense: $300,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2021 · second_quarter · Financial Institutions/Investments/Securities
Issues related to the risk management of credit unions. H.R.5282 - Retirement Enhancement and Savings Act of 2018. Implementation of H.R. 748 - the Coronavirus Aid, Relief, and Economic Security (CARES) Act of 2020. HR 748 - Credit Union and lender classification under the Paycheck Protection Program (PPP) of 2020. Classification of financial services companies as essential during COVID-19 shelter-at-home orders.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2021 · first_quarter · Financial Institutions/Investments/Securities
Issues related to the risk management of credit unions. H.R.5282 - Retirement Enhancement and Savings Act of 2018. Implementation of H.R. 748 - the Coronavirus Aid, Relief, and Economic Security (CARES) Act of 2020. HR 748 - Credit Union and lender classification under the Paycheck Protection Program (PPP) of 2020. Classification of financial services companies as essential during COVID-19 shelter-at-home orders.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2021 · first_quarter · Retirement
Rules on plan fiduciaries responsibilities with respect to brokerage windows in 401(k)s and under ERISA. H.R.5282/S.2526, Retirement Enhancement and Savings Act of 2018. H.R. 1994 and Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act).
Client expense: $430,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2020 · fourth_quarter · Retirement
Rules on plan fiduciaries responsibilities with respect to brokerage windows in 401(k)s. H.R.5282/S.2526, Retirement Enhancement and Savings Act of 2018. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act of 2019, (SECURE Act).
Client expense: $380,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2020 · fourth_quarter · Financial Institutions/Investments/Securities
Issues related to the risk management of credit unions. H.R.5282 - Retirement Enhancement and Savings Act of 2018. Implementation of H.R. 748 - the Coronavirus Aid, Relief, and Economic Security (CARES) Act. HR 748 - Credit Union and lender classification under the Paycheck Protection Program (PPP). Classification of financial services companies as essential during COVID-19 shelter-at-home orders.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · third_quarter · Retirement
Rules on plan fiduciaries responsibilities with respect to brokerage windows in 401(k)s. H.R.5282/S.2526, Retirement Enhancement and Savings Act of 2018. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act of 2019, (SECURE Act).
Client expense: $410,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2020 · third_quarter · Financial Institutions/Investments/Securities
Issues related to the risk management of credit unions. H.R.5282 - Retirement Enhancement and Savings Act of 2018. Implementation of H.R. 748 - the Coronavirus Aid, Relief, and Economic Security (CARES) Act. HR 748 - Credit Union and lender classification under the Paycheck Protection Program (PPP). Classification of financial services companies as essential during COVID-19 shelter-at-home orders.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · second_quarter · Financial Institutions/Investments/Securities
Issues related to the risk management of credit unions. H.R.5282 - Retirement Enhancement and Savings Act of 2018. Implementation of H.R. 748 - the Coronavirus Aid, Relief, and Economic Security (CARES) Act. HR 748 - Credit Union and lender classification under the Paycheck Protection Program (PPP). Classification of financial services companies as essential during COVID-19 shelter-at-home orders.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · second_quarter · Retirement
Rules on plan fiduciaries responsibilities with respect to brokerage windows in 401(k)s. H.R.5282/S.2526, Retirement Enhancement and Savings Act of 2018. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act of 2019, (SECURE Act).
Client expense: $210,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2020 · first_quarter · Financial Institutions/Investments/Securities
Issues related to the risk management of credit unions. H.R.5282 - Retirement Enhancement and Savings Act of 2018. Implementation of H.R. 748 - the Coronavirus Aid, Relief, and Economic Security (CARES) Act. HR 748 - Credit Union and lender classification under the Paycheck Protection Program (PPP). Classification of financial services companies as essential during COVID-19 shelter-at-home orders.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · first_quarter · Financial Institutions/Investments/Securities
Issues related to the risk management of credit unions. H.R.5282 - Retirement Enhancement and Savings Act of 2018. Implementation of H.R. 748 - the Coronavirus Aid, Relief, and Economic Security (CARES) Act. HR 748 - Credit Union and lender classification under the Paycheck Protection Program (PPP). Classification of financial services companies as essential during COVID-19 shelter-at-home orders.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office
2020 · first_quarter · Retirement
Rules on plan fiduciaries responsibilities with respect to brokerage windows in 401(k)s. H.R.5282/S.2526, Retirement Enhancement and Savings Act of 2018. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act of 2019, (SECURE Act).
Client expense: $350,000 · Firm income: Not reported
Government targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), SENATE, Treasury, Dept of
2020 · first_quarter · Retirement
H.R. 5282, S. 2526 - Retirement Enhancement and Savings Act; H.R. 854, S. 1383 - Multiple Small Employer Plans - issues relating to MEPs/MSEPs.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2019 · fourth_quarter · Retirement
Rules on plan fiduciaries responsibilities with respect to brokerage windows in 401(k)s. H.R.5282/S.2526, Retirement Enhancement and Savings Act of 2018. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act of 2019, (SECURE Act).
Client expense: $260,000 · Firm income: Not reported
Government targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), SENATE, Treasury, Dept of
2019 · third_quarter · Retirement
Rules on plan fiduciaries responsibilities with respect to brokerage windows in 401(k)s. H.R.5282/S.2526, Retirement Enhancement and Savings Act of 2018. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act of 2019, (SECURE Act).
Client expense: $430,000 · Firm income: Not reported
Government targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), SENATE, Treasury, Dept of
2019 · first_quarter · Retirement
Rules on plan fiduciaries responsibilities with respect to brokerage windows in 401(k)s. H.R.5282/S.2526, Retirement Enhancement and Savings Act of 2018.
Client expense: $390,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2019 · fourth_quarter · Retirement
Rules on plan fiduciaries responsibilities with respect to brokerage windows in 401(k)s. H.R.5282/S.2526, Retirement Enhancement and Savings Act of 2018. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act of 2019, (SECURE Act).
Client expense: $300,000 · Firm income: Not reported
Government targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), SENATE, Treasury, Dept of
2019 · fourth_quarter · Retirement
H.R. 5282, S. 2526 - Retirement Enhancement and Savings Act; H.R. 854, S. 1383 - Multiple Small Employer Plans - issues relating to MEPs/MSEPs.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2019 · fourth_quarter · Financial Institutions/Investments/Securities
Issues related to the risk management of credit unions. H.R.5282 - Retirement Enhancement and Savings Act of 2018
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2019 · third_quarter · Financial Institutions/Investments/Securities
Issues related to the risk management of credit unions. H.R.5282 - Retirement Enhancement and Savings Act of 2018
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2019 · third_quarter · Retirement
Rules on plan fiduciaries responsibilities with respect to brokerage windows in 401(k)s. H.R.5282/S.2526, Retirement Enhancement and Savings Act of 2018. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act of 2019, (SECURE Act).
Client expense: $210,000 · Firm income: Not reported
Government targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), SENATE, Treasury, Dept of
2019 · third_quarter · Retirement
H.R. 5282, S. 2526 - Retirement Enhancement and Savings Act; H.R. 854, S. 1383 - Multiple Small Employer Plans - issues relating to MEPs/MSEPs.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2019 · 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.
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. 5282, S. 2526 - Retirement Enhancement and Savings Act; H.R. 854, S. 1383 - Multiple Small Employer Plans - issues relating to MEPs/MSEPs.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2019 · second_quarter · Retirement
Rules on plan fiduciaries responsibilities with respect to brokerage windows in 401(k)s. H.R.5282/S.2526, Retirement Enhancement and Savings Act of 2018. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act of 2019, (SECURE Act).
Client expense: $160,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2019 · second_quarter · Financial Institutions/Investments/Securities
Issues related to the risk management of credit unions. H.R.5282 - Retirement Enhancement and Savings Act of 2018
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
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. 5282, S. 2526 - Retirement Enhancement and Savings Act; H.R. 854, S. 1383 - Multiple Small Employer Plans - issues relating to MEPs/MSEPs.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2019 · first_quarter · Retirement
Rules on plan fiduciaries responsibilities with respect to brokerage windows in 401(k)s. H.R.5282/S.2526, Retirement Enhancement and Savings Act of 2018.
Client expense: $160,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2019 · first_quarter · Financial Institutions/Investments/Securities
Issues related to the risk management of credit unions. H.R.5282 - Retirement Enhancement and Savings Act of 2018
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2019 · first_quarter · Retirement
The association monitors and reacts to policy concepts that may impact its ability to continue providing its high quality Retirement Security Plans to members, their employees, and the association staff at affordable rates and on reasonable terms and conditions. During the reporting period, the association focused on the following: S. 2526 - Retirement Enhancement and Savings Act - all sections. H.R. 5282 - Retirement Enhancement and Savings Act - all sections.
Client expense: $160,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
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)
2019 · first_quarter · Retirement
H.R. 4606 Increasing Access to a Secure Retirement Act;. H.R. 5282 Retirement Enhancement and Savings Act (RESA) of 2019.
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2019 · first_quarter · Retirement
H.R. 1994, the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019, provisions to expand opportunities to increase retirement savings and improve the portability of lifetime income options from one plan to another. H.R.5282/S.2526, Retirement Enhancement and Savings Act, provisions encouraging workers to save more for retirement, small employer retirement plan coverage, worker participation and education, and facilitates guaranteed lifetime income in retirement.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2018 · fourth_quarter · Retirement
H.R. 355 (Protecting American Families' Retirement Advice Act); H.R. 854 (Retirement Security for American Workers Act); H.R. 2823 (Affordable Retirement Advice for Savers Act); H.R. 3857 (PASS Act of 2017); H.R. 4158 (Retirement Plan Modernization Act); H.R. 4189 (IRA Preservation Act of 2017); H.R. 4523 (Automatic Retirement Plan Act of 2017); H.R. 4604 (Increasing Access to a Secure Retirement Act of 2017); H.R. 4610 (Receiving Electronic Statements To Improve Retiree Earnings Act); H.R. 5282 (Retirement Enhancement and Savings Act of 2018); S. 178 (Elder Abuse Prevention and Prosecution Act); S. 1321 (Affordable Retirement Advice Protection Act); S. 2526 (Retirement Enhancement and Savings Act of 2018); DOL ERISA Fiduciary Duty Rulemaking; Tax incentives for retirement savings; SEC proposed Regulation Best Interest.
Client expense: $2,090,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
2018 · fourth_quarter · Retirement
S. 2526 / H.R. 5282 - The Retirement Enhancement and Savings Act (RESA) Issue: Retirement Security H.R. 6757, The Family Savings Act. Issue: Retirement Security S.2474 - Retirement Savings Lost and Found Act of 2018. Issue: Facilitates location of lost participants. H.R. 3857 - Protecting Advice from Small Savers Act of 2017. Issue: Nullifies the DOLs fiduciary rule. H.R. 854 - the Retirement Security for American Workers Act. Issue: expanding retirement savings plans. S. 1383: Retirement Security Act of 2017. Issue: retirement security H.R. 2055/ S. 868 - Lifetime Income Disclosure Act. Issue: lifetime income illustration H.R. 2823, the Affordable Retirement Advice for Savers Act. Issue: alternative to the DOL fiduciary rule H.R. 4610, the RETIRE Act. Issue: electronic delivery of retirement statements. H.R. 4524, the Retirement Simplification and Enhancement Act. Issue: 401(k) plan improvements and lifetime income provisions. H.R. 4523, the Automatic Retirement Plan Act. Issue: mandatory 401(k) H.R. 4637, The Small Businesses Add Value for Employees (SAVE) Act of 2017. Issue: various retirement savings improvement provisions. H.R. 4604, The Increasing Access to a Secure Retirement Act. Issue: measures to bolster Americans retirement security and annuity selection safe harbor. H.R. 3910, Amends the Internal Revenue Code of 1986 to make lifetime income and managed account options of defined contribution retirement savings plans portable. H,R. 3596, Rightsizing Pension Premiums Act of 2017: amends ERISA to alter the premiums for CSEC organizations. (Discussed this bill in the context of RESA) H.R. 1962, Retirement Security Preservation Act of 2017: provides relief to DB plans related to non-discrimination testing. (Discussed this bill in the context of RESA) HR 6990, Portable Retirement and Investment Account (PRIA) Act. Creates a government-run retirement system. S. 3781, the Retirement Security and Savings Act. Contains numerous provisions that simplify and expand retirement coverage. S. 3771, Retirement Parity for Student Loans Act. Allows employers to provide a match to an employees retirement account in the amount of their yearly student loan payment. Pub.L. 111-148-The Patient Protection and Affordable Care Act, Issue: Assessments under state-based insurance exchanges. H.R.4225/S.2241 Legislation amending Affordable Care Act provisions on health exchange assessments. Issue: Health Exchange Assessments HR 6157, Pub.L.115-245 Appropriations for 2019 to support funding for SSA and SSDI hearing backlog. Issue: disability insurance. H.R. ___/S.___ Draft legislation on tax treatment and consumer financing for long-term care insurance. Issue: expanding long term care insurance coverage. Issue: LTC H.R.____/S._____ Draft legislation to expand IRC Section 125 cafeteria plans to include long term care insurance. Issue: expanding long term care insurance. Issue: LTC H.R.___/S._____ Draft legislation to allow auto enrollment of private disability insurance in employer provided plans. Issue: Disability insurance H.R. 5138 and HR 6128 Legislation to expand use of HSAs. S. 337/HR 947 FAMILY Act to provide for federal benefit for paid family and medical leave. Issue: disability insurance S. 3412 Extension of paid family medical leave tax credit for employers. Issue: disability insurance
Client expense: $1,024,543 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
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 · fourth_quarter · Retirement
S2526; HR 5282 - Retirement Enhancement & Savings Act of 2018
Client expense: $100,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2018 · fourth_quarter · Retirement
S. 2526 / H.R. 5282 - The Retirement Enhancement and Savings Act (RESA) Issue: Retirement Security S.2474 - Retirement Savings Lost and Found Act of 2018. Issue: Facilitates location of lost participants. H.R. 3857 - Protecting Advice from Small Savers Act of 2017. Issue: Nullifies the DOLs fiduciary rule. H.R. 854 - the Retirement Security for American Workers Act. Issue: expanding retirement savings plans. S. 1383: Retirement Security Act of 2017. Issue: retirement security H.R. 1 - Tax Cuts and Jobs Act. Issue: tax reform as it pertains to life insurance H.R. 1688/S. 695, Issue: Form 5500 efficiencies H.R. 2055/ S. 868 - Lifetime Income Disclosure Act. Issue: lifetime income illustration S. 1321, the Affordable Retirement Advice Protection Act. Issue: alternative to the DOL fiduciary rule H.R. 2823, the Affordable Retirement Advice for Savers Act. Issue: alternative to the DOL fiduciary rule H.R. 4610, the RETIRE Act. Issue: electronic delivery of retirement statements. H.R. 4524, the Retirement Simplification and Enhancement Act. Issue: 401(k) plan improvements and lifetime income provisions. H.R. 4523, the Automatic Retirement Plan Act. Issue: mandatory 401(k) H.R. 4637, The Small Businesses Add Value for Employees (SAVE) Act of 2017. Issue: various retirement savings improvement provisions. H.R. 4604, The Increasing Access to a Secure Retirement Act. Issue: measures to bolster Americans retirement security and annuity selection safe harbor. H.R. 3910, Amends the Internal Revenue Code of 1986 to make lifetime income and managed account options of defined contribution retirement savings plans portable. H.R. 3596, Rightsizing Pension Premiums Act of 2017: amends ERISA to alter the premiums for CSEC organizations. (Discussed this bill in the context of RESA) H.R. 1962, Retirement Security Preservation Act of 2017: provides relief to DB plans related to non-discrimination testing. (Discussed this bill in the context of RESA) HR 6990, Portable Retirement and Investment Account (PRIA) Act. Creates a government-run retirement system. S. 3781, the Retirement Security and Savings Act: Simplifies and expands retirement security S. 3771, Retirement Parity for Student Loans Act. Allows employers to provide a match to an employees retirement account in the amount of their yearly student loan payment. HR 6157, Pub.L.115-245 Appropriations for 2019 to support funding for SSA and SSDI hearing backlog. Issue: disability insurance. H.R. 5138 and HR 6128 Legislation to expand use of HSAs. S. 337/HR 947 FAMILY Act to provide for federal benefit for paid family and medical leave. Issue: disability insurance S. 3412 Extension of paid family medical leave tax credit for employers. Issue: disability insurance H.R. 3902 - Small Employer Retirement Savings Auto-Enrollment Credit Act. Issue: Retirement Security H.R. 4610, the RETIRE Act. Issue: electronic delivery of retirement statements. H.R. 4637, The Small Businesses Add Value for Employees (SAVE) Act of 2017. Issue: various retirement savings improvement provisions. Pub.L. 111-148-The Patient Protection and Affordable Care Act, Issue: Assessments under state-based insurance exchanges. H.R.4225/S.2241 Draft legislation amending Affordable Care Act provisions on health exchange assessments. Issue: Health Exchange Assessments HR 1625/Public Law No: 115-141 Consolidated Appropriations Act, 2018 to support funding for SSA and SSDI hearing backlog. Issue: disability insurance. H.R. ___/S.___ Draft legislation on tax treatment and consumer financing for long-term care insurance. Issue: expanding long term care insurance coverage. H.R.____/S._____ Draft legislation to expand IRC Section 125 cafeteria plans to include long term care insurance. Issue: expanding long term care insurance. H.R. 5138 and HR 6128 Legislation to expand use of HSAs.
Client expense: $510,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
2018 · fourth_quarter · Retirement
H.R. 355 (Protecting American Families' Retirement Advice Act); H.R. 854 (Retirement Security for American Workers Act); H.R. 2823 (Affordable Retirement Advice for Savers Act); H.R. 3857 (PASS Act of 2017); H.R. 4158 (Retirement Plan Modernization Act); H.R. 4189 (IRA Preservation Act of 2017); H.R. 4523 (Automatic Retirement Plan Act of 2017); H.R. 4604 (Increasing Access to a Secure Retirement Act of 2017); H.R. 4610 (Receiving Electronic Statements To Improve Retiree Earnings Act); H.R. 5282 (Retirement Enhancement and Savings Act of 2018); S. 178 (Elder Abuse Prevention and Prosecution Act); S. 1321 (Affordable Retirement Advice Protection Act); S. 2526 (Retirement Enhancement and Savings Act of 2018); DOL ERISA Fiduciary Duty Rulemaking; Tax incentives for retirement savings; SEC proposed Regulation Best Interest.
Client expense: $2,090,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)