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529 and ABLE Account Improvement Act of 2017
Legislative Progress
Momentum (last 30 days)
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vs 7,393 other HR bills in the 115th — cohort avg 50d
529 and ABLE Account Improvement Act of 201 7 This bill amends the Internal Revenue Code to modify the tax treatment of qualified tuition programs (known as 529 plans) and ABLE accounts. (Tax-favored ABLE [Achieving a Better Life Experience] accounts are designed to enable individuals with disabilities to save for and pay for disability-related expenses.) The bill excludes from gross income a fringe benefit consisting of up to $100 per year (adjusted for inflation after 2017) of employer contributions to an employee's 529 or ABLE account. The employer contribution must be made: (1) to an account for which the designated beneficiary is the employee or a member of the employee's family, and (2) in connection with a payroll deduction contribution program established by the employer. The bill also: (1) expands the tax credit for small employer pension plan startup costs to include the costs of establishing a payroll deduction contribution program for 529 plans and ABLE accounts,(2) permits 529 funds to be used for education loan payments or charitable contributions without being subject to the additional tax for distributions that are not used for qualified higher education expenses, and (3) permits tax-free rollovers of funds between 529 and ABLE accounts for the benefit of the same beneficiary or a family member of the beneficiary. For the purpose of current law restrictions on the frequency of investment directions that a beneficiary or contributor may provide for a 529 or ABLE account, rebalancing investments among broad-based investment strategies established under the program is not an investment direction unless the beneficiary or contributor directs the specific investments within the strategies.
These links require the bill number to appear in the filing's source-reported specific issue text. Client expenses and lobbying-firm income are separate disclosure fields.
Filing registrants (4)
2020 · fourth_quarter · Taxation/Internal Revenue Code
Proposals related to the tax treatment of education savings. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, IRA rollovers, and extension of the savers credit to encompass 529 contributions. Proposals to delete the penalty for using 529 funds for student loan repayments. H.R. 529, 529 and ABLE Improvement Act (115th Congress). Proposals to enhance workplace access to 529 plans. S. 1790, Boost Saving for College Act (115th Congress). H.R. 6760, Protecting Family and Small Business Tax Cuts Act (115th Congress). S. 1431, Retirement Security and Savings Act. H.R. 1084, Family Savings Act of 2019. H.R. 5339, Freedom to Invest in Tomorrow's Workforce Act.
Referred to the House Committee on Ways and Means.
Introduced in House
Congress.gov source codes: 1000, Intro-H
Bills with similar content found using semantic analysis.
Sources: Congress.gov
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · third_quarter · Taxation/Internal Revenue Code
Proposals related to the tax treatment of education savings. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, IRA rollovers, and extension of the savers credit to encompass 529 contributions. Proposals to delete the penalty for using 529 funds for student loan repayments. H.R. 529, 529 and ABLE Improvement Act (115th Congress). Proposals to enhance workplace access to 529 plans. S. 1790, Boost Saving for College Act (115th Congress). H.R. 6760, Protecting Family and Small Business Tax Cuts Act (115th Congress). S. 1431, Retirement Security and Savings Act. H.R. 1084, Family Savings Act of 2019. H.R. 5339, Freedom to Invest in Tomorrow's Workforce Act.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · second_quarter · Taxation/Internal Revenue Code
Proposals related to the tax treatment of education savings. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, IRA rollovers, and extension of the savers credit to encompass 529 contributions. Proposals to delete the penalty for using 529 funds for student loan repayments. H.R. 529, 529 and ABLE Improvement Act (115th Congress). Proposals to enhance workplace access to 529 plans. S. 1790, Boost Saving for College Act (115th Congress). H.R. 6760, Protecting Family and Small Business Tax Cuts Act (115th Congress). S. 1431, Retirement Security and Savings Act. H.R. 1084, Family Savings Act of 2019. H.R. 5339, Freedom to Invest in Tomorrow's Workforce Act.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · first_quarter · Taxation/Internal Revenue Code
Proposals related to the tax treatment of education savings. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, IRA rollovers, and extension of the savers credit to encompass 529 contributions. Proposals to delete the penalty for using 529 funds for student loan repayments. H.R. 529, 529 and ABLE Improvement Act (115th Congress). Proposals to enhance workplace access to 529 plans. S. 1790, Boost Saving for College Act (115th Congress). H.R. 6760, Protecting Family and Small Business Tax Cuts Act (115th Congress). S. 1431, Retirement Security and Savings Act. H.R. 1084, Family Savings Act of 2019. H.R. 5339, Freedom to Invest in Tomorrow's Workforce Act.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2019 · fourth_quarter · Taxation/Internal Revenue Code
Proposals related to the tax treatment of education savings. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, IRA rollovers, and extension of the savers credit to encompass 529 contributions. Proposals to delete the penalty for using 529 funds for student loan repayments. H.R. 529, 529 and ABLE Improvement Act (115th Congress). Proposals to enhance workplace access to 529 plans. S. 1790, Boost Saving for College Act (115th Congress). H.R. 6760, Protecting Family and Small Business Tax Cuts Act (115th Congress). S. 1431, Retirement Security and Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 1084, Family Savings Act of 2019. H.R. 1865, Further Consolidated Appropriations Act 2020.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2019 · third_quarter · Taxation/Internal Revenue Code
Proposals related to the tax treatment of education savings. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, IRA rollovers, and extension of the savers credit to encompass 529 contributions. Proposals to delete the penalty for using 529 funds for student loan repayments. H.R. 529, 529 and ABLE Improvement Act (115th Congress). Proposals to enhance workplace access to 529 plans. S. 1790, Boost Saving for College Act (115th Congress). H.R. 6760, Protecting Family and Small Business Tax Cuts Act (115th Congress). S. 1431, Retirement Security and Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 1084, Family Savings Act of 2019.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2019 · second_quarter · Taxation/Internal Revenue Code
Proposals related to the tax treatment of education savings. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, IRA rollovers, and extension of the savers credit to encompass 529 contributions. Proposals to delete the penalty for using 529 funds for student loan repayments. H.R. 529, 529 and ABLE Improvement Act (115th Congress). Proposals to enhance workplace access to 529 plans. S. 1790, Boost Saving for College Act (115th Congress). H.R. 6760, Protecting Family and Small Business Tax Cuts Act (115th Congress). S. 1431, Retirement Security and Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 1084, Family Savings Act of 2019.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2019 · first_quarter · Taxation/Internal Revenue Code
Proposals related to the tax treatment of education savings. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, IRA rollovers, and extension of the savers credit to encompass 529 contributions. Proposals to delete the penalty for using 529 funds for student loan repayments. H.R. 529, 529 and ABLE Improvement Act (115th Congress). Proposals to enhance workplace access to 529 plans. S. 1790, Boost Saving for College Act (115th Congress). H.R. 6757, Family Savings Act (115th Congress). H.R. 6760, Protecting Family and Small Business Tax Cuts Act (115th Congress). S. 3781, Retirement Security and Savings Act (115th Congress). H. R. 1994, Setting Every Community Up for Retirement Enhancement Act.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2018 · fourth_quarter · Education
Higher education reauthorization proposals pertaining to college savings. H.R. 529; H.R. 4508, Prosper Act.
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2018 · fourth_quarter · Taxation/Internal Revenue Code
Proposals related to the tax treatment of education savings. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, IRA rollovers, and extension of the savers credit to encompass 529 contributions. Proposals to delete the penalty for using 529 funds for student loan repayments. H.R. 529, 529 and ABLE Improvement Act. Proposals to enhance workplace access to 529 plans. S. 1790, Boost Saving for College Act. H.R. 6757, Family Savings Act. H.R. 6760, Protecting Family and Small Business Tax Cuts Act. S. 3781, Retirement Security and Savings Act.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2018 · third_quarter · Education
Higher education reauthorization proposals pertaining to college savings. H.R. 529; H.R. 4508, Prosper Act.
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office
2018 · third_quarter · Taxation/Internal Revenue Code
Proposals related to the tax treatment of education savings. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, IRA rollovers, and extension of the savers credit to encompass 529 contributions. Proposals to delete the penalty for using 529 funds for student loan repayments. H.R. 529, 529 and ABLE Improvement Act. Proposals to enhance workplace access to 529 plans. S. 1790, Boost Saving for College Act. H.R. 6757, Family Savings Act. H.R. 6760, Protecting Family and Small Business Tax Cuts Act.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES
2018 · second_quarter · Education
Higher education reauthorization proposals pertaining to college savings. H.R. 529; H.R. 4508, Prosper Act.
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office
2018 · second_quarter · Taxation/Internal Revenue Code
IRC sec. 529, 529A; and tax exempt financing issues; Issues related to taxation of municipal bonds; Tax Reform proposals; H.R. 529, S. 1790; H.R. 5003; Implementation of H.R. 1, Tax Cuts and Jobs Act; infrastructure and infrastructure financing proposals.
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office
2018 · second_quarter · Taxation/Internal Revenue Code
Proposals related to the tax treatment of education savings. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, IRA rollovers, and extension of the savers credit to encompass 529 contributions. Proposals to delete the penalty for using 529 funds for student loan repayments. H.R. 529, 529 and ABLE Improvement Act. Proposals to enhance workplace access to 529 plans. S. 1790, Boost Saving for College Act.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2018 · first_quarter · Education
Higher education reauthorization proposals pertaining to college savings. H.R. 529; H.R. 4508, Prosper Act.
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office
2018 · first_quarter · Taxation/Internal Revenue Code
IRC sec. 529, 529A; and tax exempt financing issues; Issues related to taxation of municipal bonds; Tax Reform proposals; H.R. 529, S. 1790; H.R. 5003; Implementation of H.R. 1, Tax Cuts and Jobs Act; infrastructure and infrastructure financing proposals.
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office
2018 · first_quarter · Taxation/Internal Revenue Code
Proposals related to the tax treatment of education savings. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, IRA rollovers, and extension of the savers credit to encompass 529 contributions. Proposals to delete the penalty for using 529 funds for student loan repayments. H.R. 529, 529 and ABLE Improvement Act. Proposals to enhance workplace access to 529 plans. S. 1790, Boost Saving for College Act.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2017 · fourth_quarter · Taxation/Internal Revenue Code
IRC sec. 529, 529A; and tax exempt financing issues. Issues related to taxation of municipal bonds; Tax Reform proposals; H.R. 529, S. 1790. H.R. 1, Tax Cuts and Jobs Act.
Client expense: Not reported · Firm income: $50,000
2017 · fourth_quarter · Education
Higher education reauthorization proposals pertaining to college savings. H.R. 529; H.R. 4508, Prosper Act.
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2017 · fourth_quarter · Taxation/Internal Revenue Code
H.R. 1/P.L. 115-97, the Tax Cut and Jobs Act - provisions related to the deductibility of medical expenses, the orphan drug tax credit, the ABLE to Work Act (S. 818/H.R. 1896), and the ABLE Financial Planning Act (S. 816/H.R. 1897) S. 817/H.R. 1874 - ABLE Age Adjustment Act; H.R. 529, the 529 and ABLE Account Improvement Act
Client expense: $50,000 · Firm income: Not reported
Government targets: Executive Office of the President (EOP), Federal Aviation Administration (FAA), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Natl Institutes of Health (NIH), SENATE, Transportation, Dept of (DOT)
2017 · fourth_quarter · Taxation/Internal Revenue Code
IRC sec. 529, 529A; and tax exempt financing issues. Issues related to taxation of municipal bonds; Tax Reform proposals; H.R. 529, S. 1790. H.R. 1, Tax Cuts and Jobs Act.
Client expense: Not reported · Firm income: $50,000
2017 · fourth_quarter · Education
Higher education reauthorization proposals pertaining to college savings. H.R. 529; H.R. 4508, Prosper Act.
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2017 · fourth_quarter · Taxation/Internal Revenue Code
Proposals related to the tax treatment of education savings. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, IRA rollovers, and extension of the savers credit to encompass 529 contributions. Proposals to delete the penalty for using 529 funds for student loan repayments. H.R. 529, 529 and ABLE Improvement Act. Proposals to enhance workplace access to 529 plans. S. 1790, Boost Saving for College Act. H.R. 1, the Tax Cuts and Jobs Act.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2017 · third_quarter · Health Issues
Health care issues affecting individuals with neuromuscular disease, including transitional health care, drug development, and newborn screening. H.R.2430/S. 934/P.L. 115-52 - FDA Reauthorization Act of 2017; H.R. 1628 - the American Health Care Act (AHCA) of 2017; the Better Care Reconciliation Act (BCRA); H.R. 750 - Ensuring Access to Quality Complex Rehabilitation Technology Act of 2017; S. 818/H.R. 1896 - ABLE to Work Act; S. 816/H.R. 1897 - ABLE Financial Planning Act; S. 817/H.R. 1874 - ABLE Age Adjustment Act; H.R. 529 - 529 and ABLE Account Improvement Act; S. 379/H.R. 1171 - ALS Disability Insurance Act
Client expense: $80,000 · Firm income: Not reported
Government targets: Executive Office of the President (EOP), Federal Aviation Administration (FAA), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Natl Institutes of Health (NIH), SENATE, Transportation, Dept of (DOT)
2017 · third_quarter · Education
Higher education reauthorization proposals pertaining to college savings. H.R. 529.
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2017 · third_quarter · Taxation/Internal Revenue Code
IRC sec. 529, 529A; and tax exempt financing issues. Issues related to taxation of municipal bonds; Tax Reform proposals; H.R. 529, S. 1790.
Client expense: Not reported · Firm income: $50,000
2017 · third_quarter · Taxation/Internal Revenue Code
Proposals related to the tax treatment of education savings. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, IRA rollovers, and extension of the savers credit to encompass 529 contributions. Proposals to delete the penalty for using 529 funds for student loan repayments. H.R. 529, 529 and ABLE Improvement Act. Proposals to enhance workplace access to 529 plans. S. 1790, Boost Saving for College Act.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2017 · second_quarter · Health Issues
Health care issues affecting individuals with neuromuscular disease, including transitional health care, drug development, and newborn screening. H.R.2430 - FDA Reauthorization Act of 2017; H.R. 1628 - the American Health Care Act (AHCA) of 2017; the Better Care Reconciliation Act (BCRA); H.R. 750 - Ensuring Access to Quality Complex Rehabilitation Technology Act of 2017; S. 818/H.R. 1896 - ABLE to Work Act; S. 816/H.R. 1897 - ABLE Financial Planning Act; S. 817/H.R. 1874 - ABLE Age Adjustment Act; H.R. 529 - 529 and ABLE Account Improvement Act; S. 379/H.R. 1171 - ALS Disability Insurance Act
Client expense: $120,000 · Firm income: Not reported
Government targets: Executive Office of the President (EOP), Federal Aviation Administration (FAA), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Natl Institutes of Health (NIH), SENATE, Transportation, Dept of (DOT)
2017 · second_quarter · Education
Higher education reauthorization proposals pertaining to college savings. H.R. 529.
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2017 · second_quarter · Taxation/Internal Revenue Code
IRC sec. 529, 529A; and tax exempt financing issues. Issues related to taxation of municipal bonds; Tax Reform proposals; H.R. 529.
Client expense: Not reported · Firm income: $50,000
2017 · second_quarter · Taxation/Internal Revenue Code
Proposals related to the tax treatment of education savings. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, IRA rollovers, and extension of the savers credit to encompass 529 contributions. Proposals to delete the penalty for using 529 funds for student loan repayments. H.R. 529, 529 and ABLE Improvement Act.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES
2017 · first_quarter · Health Issues
Health care issues affecting individuals with neuromuscular disease, including transitional health care, drug development, and appropriations issues, newborn screening, reauthorization of the Prescription Drug User Fee Act (PDUFA), and health care reform (H.R. 1628, American Health Care Act of 2017) H.R. 1223, Orphan Products Extension Now Accelerating Cures and Treatments Act of 2017 (OPEN Act); S. 486/H.R. 750, Ensuring Access to Quality Complex Rehabilitation Technology Act of 2015; S. 818/H.R. 1896, ABLE to Work Act; S. 816/H.R. 1897, ABLE Financial Planning Act; S. 817/H.R. 1874, ABLE Age Adjustment Act; H.R. 529, 529 and ABLE Account Improvement Act; S. 379/H.R. 1171, ALS Disability Insurance Act
Client expense: $80,000 · Firm income: Not reported
Government targets: Executive Office of the President (EOP), Federal Aviation Administration (FAA), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Natl Institutes of Health (NIH), SENATE, Transportation, Dept of (DOT)
2017 · first_quarter · Taxation/Internal Revenue Code
IRC sec. 529, ABLE Act; and tax exempt financing issues. Issues related to taxation of municipal bonds; Tax Reform proposals; H.R. 529.
Client expense: Not reported · Firm income: $50,000
2017 · first_quarter · Education
Higher education reauthorization proposals pertaining to college savings. H.R. 529.
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office
2017 · first_quarter · Banking
General discussions related to regulatory reforms and SIFI relief (no specific bill). HR 6392, Systemic Risk Designation Improvement Act of 2015 (all provisions, legislation from 2015-16 session). Financial CHOICE Act (draft, all provisions), debit interchange and electronic debit card transactions (Durbin amendment repeal). General discussions related to housing finance (no specific bill). HR 529, 529 and ABLE Account Improvement Act of 2017 (all provisions). General discussions related to ABLE accounts (no specific bill). S. 366, TAILOR Act of 2017 (all provisions). General discussions and issues related to the Community Reinvestment Act (CRA), modernization and reforms (no specific bill). General discussions related to small dollar, express banking, deposit advance and short term lending (no specific bill). H.R. 4173 (111th Congress, P.L. 111-203): Dodd-Frank Wall Street Reform and Consumer Protection Act (Dodd-Frank Act); legislative and regulatory implementation discussions covering rules and regulations, process, systems and structures, oversight, process, enforcement and compliance. General discussions covering the Dodd-Frank Act and provisions, Financial Stability Oversight Council, Office of Financial Research, systemically important financial institutions (SIFI) designations, prudential regulations, mortgage regulations (qualified mortgages, qualified residential mortgages), Volcker, CCAR and capital planning, bank liquidity, Basel, resolution planning, living wills, stress testing, corporate governance, enhanced prudential standards (165/166), remittance, 716, push-out, Title VII (swaps/derivatives), Title II, section 1071, end user margins, point/fees, pre-paid cards, new product development, examinations and other banking and financial services related provisions.
Client expense: $300,000 · Firm income: Not reported
2017 · first_quarter · Taxation/Internal Revenue Code
Proposals related to the tax treatment of education savings. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, IRA rollovers, and extension of the savers credit to encompass 529 contributions. Proposals to delete the penalty for using 529 funds for student loan repayments. H.R. 529, 529 and ABLE Improvement Act.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, Treasury, Dept of
| Democratic |
| WI |
| Tom Cole | Republican | OK |
| Zoe Lofgren | Democratic | CA |
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office
Government targets: Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), SENATE, Treasury, Dept of