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Retirement Enhancement and Savings Act of 2019
Legislative Progress
Momentum (last 30 days)
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0 actions · 0 new cosponsors · 0 votes
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vs 9,062 other HR bills in the 116th — cohort avg 39d
Retirement Enhancement and Savings Act of 201 9 This bill modifies 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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Referred to the Committee on Ways and Means, and in addition to the Committee on Education and Labor, 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 · third_quarter · Taxation/Internal Revenue Code
Tax reform, implementation of domestic and international tax reform, including SEC 965, 451, GILTI, BEAT, FDII provisions; Retirement Enhancement and savings Act (S.972/H.R.1007); Corporate tax issues related to the Build Back Better Act (H.R.5376).
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2022 · second_quarter · Taxation/Internal Revenue Code
Tax reform, implementation of domestic and international tax reform, including SEC 965, 451, GILTI, BEAT, FDII provisions; Retirement Enhancement and savings Act (S.972/H.R.1007); Corporate tax issues related to the Build Back Better Act (H.R.5376).
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2022 · first_quarter · Taxation/Internal Revenue Code
Tax reform, implementation of domestic and international tax reform, including SEC 965, 451, GILTI, BEAT, FDII provisions; Retirement Enhancement and savings Act (S.972/H.R.1007); Corporate tax issues related to the Build Back Better Act (H.R.5376).
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2021 · fourth_quarter · Taxation/Internal Revenue Code
Tax reform, implementation of domestic and international tax reform, including SEC 965, 451, GILTI, BEAT, FDII provisions; Retirement Enhancement and savings Act (S.972/H.R.1007); Corporate tax issues related to the Build Back Better Act (H.R.5376).
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2021 · third_quarter · Taxation/Internal Revenue Code
Tax reform, implementation of domestic and international tax reform, including SEC 965, 451, GILTI, BEAT, FDII provisions; Retirement Enhancement and savings Act (S.972/H.R.1007); Corporate tax issues related to the Build Back Better Act (H.R.5376).
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
| Democratic |
| NJ |
| Bradley Scott Schneider | Democratic | IL |
| Brian Higgins | Democratic | NY |
| Brian K. Fitzpatrick | Republican | PA |
| Chellie Pingree | Democratic | ME |
| Christopher H. Smith | Republican | NJ |
| Cynthia Axne | Democratic | IA |
| Daniel T. Kildee | Democratic | MI |
| David J. Trone | Democratic | MD |
| David Loebsack | Democratic | IA |
| Derek Kilmer | Democratic | WA |
| Don Bacon | Republican | NE |
| Donald Norcross | Democratic | NJ |
| Donald S. Beyer, Jr. | Democratic | VA |
| Dusty Johnson | Republican | SD |
| Earl Blumenauer | Democratic | OR |
| Elise M. Stefanik | Republican | NY |
| George Holding | Republican | NC |
| Gilbert Ray Cisneros, Jr. | Democratic | CA |
| Guy Reschenthaler | Republican | PA |
| Harley Rouda | Democratic | CA |
| Henry Cuellar | Democratic | TX |
| Jackie Walorski | Republican | IN |
| Jaime Herrera Beutler | Republican | WA |
| John B. Larson | Democratic | CT |
| Josh Harder | Democratic | CA |
| Judy Chu | Democratic | CA |
| Kathleen M. Rice | Democratic | NY |
| Linda T. Sánchez | Democratic | CA |
| Lizzie Fletcher | Democratic | TX |
| Mark Pocan | Democratic | WI |
| Michael R. Turner | Republican | OH |
| Mike Johnson | Republican | LA |
| Mike Kelly | Republican | PA |
| Peter A. DeFazio | Democratic | OR |
| Ralph Lee Abraham | Republican | LA |
| Robert J. Wittman | Republican | VA |
| Stephanie N. Murphy | Democratic | FL |
| Steve King | Republican | IA |
| Steve Watkins | Republican | KS |
| Susie Lee | Democratic | NV |
| Suzan K. DelBene | Democratic | WA |
| Ted Budd | Republican | NC |
| Terri A. Sewell | Democratic | AL |
| Thomas R. Suozzi | Democratic | NY |
| Vicente Gonzalez | Democratic | TX |
| S 354 |
116th |
| Related bill |
| S 321 | 116th | Related bill |
| S 2352 | 116th | Related bill |
| S 1574 | 116th | Related bill |
| HR 982 | 116th | Related bill |
| HR 2367 | 116th | Related bill |
| HR 1993 | 116th | Related bill |
| HR 1938 | 116th | Related bill |
| HR 1439 | 116th | Related bill |
| HR 1241 | 116th | Related bill |
| HR 1194 | 116th | Related bill |
| HR 1084 | 116th | Related bill |
2021 · second_quarter · Taxation/Internal Revenue Code
Tax reform, implementation of domestic and international tax reform, including SEC 965, 451, GILTI, BEAT; Retirement Enhancement and savings Act (S.972/H.R.1007).
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2021 · first_quarter · Taxation/Internal Revenue Code
Tax reform, implementation of domestic and international tax reform, including SEC 965, 451, GILTI, BEAT; Retirement Enhancement and savings Act (S.972/H.R.1007).
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2021 · first_quarter · Retirement
H.R. 1007: Retirement Enhancement and Savings Act of 2019; S. 972: Retirement Enhancement and Savings Act of 2019; H.R. 1994: Setting Every Community Up for Retirement Enhancement Act of 2019
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Infrastructure investment by Life Insurers Retirement Security and Savings Act (S. 1431) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: Retirement Parity for Student Loans Act (S. 1428) Stretch IRA Employer Participation in Repayment Act (HR 1043/S. 460) The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) Pandemic Healthcare Access Act S.3546/H.R.6338 Personalized Care Act of 2021 (S. 153 and H.R. 725) Student Loans Remote Notarization General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds
Client expense: $370,000 · Firm income: Not reported
Government targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2020 · fourth_quarter · Retirement
S.321 - Retirement Security Act of 2019 No Bill # - Association Retirement Plans H.R. 1007, S.972 - Lifetime Income Disclosure & Regulatory Issues - all provisions No Bill # - Automatic Retirement Plan Act No Bill # - Electronic Disclosure - ERISA/Internal Revenue Code - issues/provisions relating to the use of electronic disclosure by employee benefit plans No Bill # - Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act No Bill # - General Account Legislative Fix N/A - Qualified Professional Asset Manager (OPAM) Exception Amendment N/A - ERISA Clarifications for Securities Originated or Underwritten by Inter-Affiliates N/A - Qualified Default Investment Allocation N/A - Section 420 Legislative Fix
Client expense: $580,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), Federal Accounting Standards Advisory Board (FASAB), Federal Highway Administration (FHA), Federal Housing Finance Agency (FHFA), Federal Reserve System, 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
2020 · first_quarter · Retirement
H.R. 1007, S.972 - Retirement Enhancement and Savings Act S.321 - Retirement Security Act of 2019 H.R. 1994 - Setting Every Community Up for Retirement Enhancement Act of 2019 H.R. 1439 - Increasing Access to a Secure Retirement Act of 2019 No Bill # - Association Retirement Plans H.R. 1007, S.972 - Lifetime Income Disclosure & Regulatory Issues - all provisions No Bill # - Automatic Retirement Plan Act No Bill # - Electronic Disclosure - ERISA/Internal Revenue Code - issues/provisions relating to the use of electronic disclosure by employee benefit plans No Bill # - Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act No Bill # - General Account Legislative Fix N/A - Qualified Professional Asset Manager (OPAM) Exception Amendment N/A - ERISA Clarifications for Securities Originated or Underwritten by Inter-Affiliates N/A - Qualified Default Investment Allocation
Client expense: $790,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), Federal Accounting Standards Advisory Board (FASAB), Federal Highway Administration (FHA), Federal Housing Finance Agency (FHFA), Federal Reserve System, 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
2020 · fourth_quarter · Retirement
S.321 - Retirement Security Act of 2019 No Bill # - Association Retirement Plans H.R. 1007, S.972 - Lifetime Income Disclosure & Regulatory Issues - all provisions No Bill # - Automatic Retirement Plan Act No Bill # - Electronic Disclosure - ERISA/Internal Revenue Code - issues/provisions relating to the use of electronic disclosure by employee benefit plans No Bill # - Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act No Bill # - General Account Legislative Fix N/A - Qualified Professional Asset Manager (OPAM) Exception Amendment N/A - ERISA Clarifications for Securities Originated or Underwritten by Inter-Affiliates N/A - Qualified Default Investment Allocation N/A - Section 420 Legislative Fix
Client expense: $580,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), Federal Accounting Standards Advisory Board (FASAB), Federal Highway Administration (FHA), Federal Housing Finance Agency (FHFA), Federal Reserve System, 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
2020 · fourth_quarter · Retirement
S.972: Encourage Retirement Saving Act H.R. 1994: Setting Every Community Up for Retirement Enhancement (SECURE) Act H.R. 1007/S.972 Retirement Enhancement and Savings Act (RESA) H.R. 1084: Financial Security Act of 2019 H.R. 1938: Small Employer Retirement Savings Auto-Enrollment S. 321: Retirement Savings Act S. 1020: Retirement Security Flexibility Act S. 1019: Strengthening Financial Security Through Short-term Savings Accounts. Retirement Savings and Security Act
Client expense: $800,000 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), Consumer Financial Protection Bureau (CFPB), Federal Aviation Administration (FAA), Federal Communications Commission (FCC), Federal Emergency Management Agency (FEMA), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Highway Traffic Safety Administration (NHTSA), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR)
2020 · fourth_quarter · Retirement
Portable benefits, including expanded retirement options for microbusiness owners, H.R. 1944, S.972, H.R. 1007
Client expense: Not reported · Firm income: $30,000
Government targets: Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Small Business Administration (SBA), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office
2020 · fourth_quarter · Retirement
H.R. 1007: Retirement Enhancement and Savings Act of 2019; S. 972: Retirement Enhancement and Savings Act of 2019; H.R. 1994: Setting Every Community Up for Retirement Enhancement Act of 2019
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · fourth_quarter · Retirement
S.321 - Retirement Security Act of 2019 No Bill # - Association Retirement Plans H.R. 1007, S.972 - Lifetime Income Disclosure & Regulatory Issues - all provisions No Bill # - Automatic Retirement Plan Act No Bill # - Electronic Disclosure - ERISA/Internal Revenue Code - issues/provisions relating to the use of electronic disclosure by employee benefit plans No Bill # - Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act No Bill # - General Account Legislative Fix N/A - Qualified Professional Asset Manager (OPAM) Exception Amendment N/A - ERISA Clarifications for Securities Originated or Underwritten by Inter-Affiliates N/A - Qualified Default Investment Allocation N/A - Section 420 Legislative Fix
Client expense: $580,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), Federal Accounting Standards Advisory Board (FASAB), Federal Highway Administration (FHA), Federal Housing Finance Agency (FHFA), Federal Reserve System, 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
2020 · fourth_quarter · Retirement
H.R. 397, Rehabilitation for Multiemployer Pensions Act H.R. 748/S.3548, Coronavirus Aid, Relief, and Economic Security (CARES) Act H.R. 1007/S. 972, Retirement Enhancement and Savings Act of 2019 H.R. 1865, Further Consolidated Appropriations Act, 2020 H.R. 1994, Setting Every Community Up for Retirement Enhancement Act of 2019 H.R. 4035, Pension and Budget Integrity Act of 2019 H.R. 6074, Coronavirus Preparedness and Response Supplemental Appropriations Act, 2020 H.R. 6201, Families First Coronavirus Response Act H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act H.R. 7617, Defense, Commerce, Justice, Science, Energy and Water Development, Financial Services and General Government, Labor, Health and Human Services, Education, Transportation, Housing, and Urban Development Appropriations Act, 2021 Potential legislation similar to H.R. 4523, Automatic Retirement Plan Act of 2017 Potential legislation similar to H.R. 4610/S. 3785, Receiving Electronic Statements To Improve Retiree Earnings Act (115th Congress) Potential legislation similar to H.R. 4997, Giving Retirement Options to Workers GROW Act of 2018 Various issues relating to multiemployer pension plan; multiemployer pension recapitalization and reform plan (MPRRP); single employer defined contribution plans and defined benefit plans; e-delivery of retirement plan disclosures and notices; single employer pension plans; single employer pension funding relief; single employer pension plans and the COVID-19 pandemic; multiemployer pension plans and the COVID-19 pandemic; Public Comment to Social Security Administration (SSA) on the SSAs draft user agreement (and related documents) for participants in the SSAs electronic consent based social security number verification service; Public Comment to the U.S. Department of Labor on prohibited transactions involving pooled employer plans under the Setting Every Community Up for Retirement Enhancement (SECURE) Act (P.L. 116-94, Div. O) and other multiple employer plans; Public Comment to the U.S. Department of Labor on financial factors in selecting plan investments; Public Comment to the U.S. Department of Labor on Application No. D-12011, Improving Investment Advice for Workers and Retirees; Public Comment to IRS on Notice 2020-42, remote notarization; Comments on pension benefit Statements, lifetime income illustrations; Issues related to plan contribution due date under Section 3609 of the CARES Act (P.L. 116-136); COVID-19 and retirement plans; fiduciary investment duties and fiduciary status; proxy voting and ERISA governed plans; pooled employer plans; implementation of the CARES Act, (P.L. 116-136), including provisions related to section 3608
Client expense: $22,290,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Army, Dept of (Corps of Engineers), Bureau of Citizenship & Immigration Services (BCIS), Bureau of Industry and Security (BIS), Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), Federal Aviation Administration (FAA), Federal Communications Commission (FCC), Federal Deposit Insurance Corporation (FDIC), Federal Emergency Management Agency (FEMA), Federal Energy Regulatory Commission (FERC), Federal Reserve System, Federal Trade Commission (FTC), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Interior, Dept of (DOI), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Economic Council (NEC), Natl Institute of Standards & Technology (NIST), Natl Labor Relations Board (NLRB), Natl Security Council (NSC), Natl Telecommunications & Information Administration (NTIA), Office of Management & Budget (OMB), Office of Science & Technology Policy (OSTP), Office of the Comptroller of the Currency (OCC), Patent & Trademark Office (PTO), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Copyright Office, U.S. Customs & Border Protection, U.S. Trade Representative (USTR), White House Office
2020 · fourth_quarter · Taxation/Internal Revenue Code
Tax and finance issues affecting the insurance industry, including H.R. 1007 - Retirement Enhancement and Savings Act of 2019.
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · fourth_quarter · Financial Institutions/Investments/Securities
Tax and finance issues affecting the insurance industry, including H.R. 1007 - Retirement Enhancement and Savings Act of 2019.
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · fourth_quarter · Retirement
H.R. 8696 - Securing a Strong Retirement Act of 2020 H.R. 8606 - To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes. H.R. 8567 - Required Minimum Distribution Modernization Act of 2020 H.R. 7439 - To establish the Retirement Savings Lost and Found, and for other purposes. H.R. 7418 - Encouraging Americans to Save Act H.R. 6800 - Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act H.R. 6276 - Retirement Parity for Student Loans Act H.R. 6257 - Public Service Retirement Fairness Act of 2020 H.R. 4035 - Pension and Budget Integrity Act of 2019 H.R. 2112 - Refund to Rainy Day Savings Act H.R. 1994 - The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 H.R. 1865 - Further Consolidated Appropriations Act, 2020 H.R. 1516 - Wall Street Tax Act of 2019 H.R. 1007 - Retirement Enhancement and Savings Act of 2019 H.R. 748 - Coronavirus Aid, Relief, and Economic Security (CARES) Act H.R. 925 - The Heroes Act H.R. 397 - Rehabilitation of Multiemployer Pensions Act of 2019 H.R. 133 - Consolidated Appropriations Act, 2021 S. 5064 - Improving Access to Retirement Savings Act S. 5035 - Encouraging Americans to Save Act S. 4192 - A bill to increase portability of and access to retirement savings, and for other purposes. S. 2962 - Higher Education Loan Payment and Enhanced Retirement (HELPER) Act of 2019 S. 2370 - Automatic IRA Act of 2019 S. 1431 - Retirement Security and Savings Act S. 1428 - Retirement Parity for Student Loans Act S. 1020 - Retirement Security Flexibility Act of 2019 S. 1019 - Strengthening Financial Security Through Short-Term Savings Accounts Act of 2019 S. 1018 - Refund to Rainy Day Savings Act S. 1011 - 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. 975 - Womens Retirement Protection Act S. 972 - Retirement Enhancement and Savings Act S. 647 - Wall Street Tax Act of 2019 S. 322 - The SIMPLE Plan Modernization Act S. 321 - Retirement Security Act of 2019
Client expense: $114,314 · 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)
2020 · fourth_quarter · Retirement
Assist the client with issues pertaining to retirement savings and rules, education savings and health savings. HR 6335, S327 Waive Required Minimum Distribution Rules for 2020 Plans; HR5726 Senior Housing IRA Act 2020; HR6562 Savers Act 2020; HR 6377 Retirement Protection Act 2020; HR 1994 Retirement Enhancement Act 2019; HR 1007 Retirement Enhancement and Savings Act 2019; HR 1084 Family Savings Act 2019; HR 1439 Increase Access to Secure Retirement Act 2019; S972 Retirement Enhancement and Savings Act 2019; HR 2478 Fed Retirement Fairness Act; S1053 Savings for Future Act 2019; S321 Retirement Security Act 2019; S.1435 Commission on Retirement Security Act of 2019;H.R.1938 Small Employer Retirement Savings Auto-Enrollment Credit Act; S.1460 Retirement Investments for a Sustainable Economy Act of 2019;S1020 Retirement Security Flex Act;S2495 Compassionate Retirement Act 2019. H.R.8679 To allow certain individuals with prior service under the District of Columbia retirement system to make deposits towards annuities under the Civil Service Retirement System and the Federal Employees Retirement System, and for other purposes.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · fourth_quarter · Retirement
Issues related to H.R. 1994 - Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019; Issues related to H.R. 1007/S. 972 - Retirement Enhancement and Savings Act (RESA) of 2019; Issues related to retirement savings.
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · fourth_quarter · Retirement
S.321 - Retirement Security Act of 2019 No Bill # - Association Retirement Plans H.R. 1007, S.972 - Lifetime Income Disclosure & Regulatory Issues - all provisions No Bill # - Automatic Retirement Plan Act No Bill # - Electronic Disclosure - ERISA/Internal Revenue Code - issues/provisions relating to the use of electronic disclosure by employee benefit plans No Bill # - Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act No Bill # - General Account Legislative Fix N/A - Qualified Professional Asset Manager (OPAM) Exception Amendment N/A - ERISA Clarifications for Securities Originated or Underwritten by Inter-Affiliates N/A - Qualified Default Investment Allocation N/A - Section 420 Legislative Fix
Client expense: $580,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), Federal Accounting Standards Advisory Board (FASAB), Federal Highway Administration (FHA), Federal Housing Finance Agency (FHFA), Federal Reserve System, 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
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Infrastructure investment by Life Insurers Retirement Security and Savings Act (S. 1431) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: - Retirement Parity for Student Loans Act (S. 1428) Stretch IRA Employer Participation in Repayment Act (HR 1043/S. 460) The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) - Pandemic Healthcare Access Act S.3546/H.R.6338 Student Loans Remote Notarization General Account Products CARES Act (H.R. 748) 7702/Ordinary Tax Treatment for Bonds
Client expense: $320,000 · Firm income: Not reported
Government targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2020 · fourth_quarter · Retirement
S.972: Encourage Retirement Saving Act H.R. 1994: Setting Every Community Up for Retirement Enhancement (SECURE) Act H.R. 1007/S.972 Retirement Enhancement and Savings Act (RESA) H.R. 1084: Financial Security Act of 2019 H.R. 1938: Small Employer Retirement Savings Auto-Enrollment S. 321: Retirement Savings Act S. 1020: Retirement Security Flexibility Act S. 1019: Strengthening Financial Security Through Short-term Savings Accounts. Retirement Savings and Security Act
Client expense: $800,000 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), Consumer Financial Protection Bureau (CFPB), Federal Aviation Administration (FAA), Federal Communications Commission (FCC), Federal Emergency Management Agency (FEMA), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Highway Traffic Safety Administration (NHTSA), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR)
2020 · third_quarter · Retirement
H.R. 397, Rehabilitation for Multiemployer Pensions Act H.R. 748/S.3548, Coronavirus Aid, Relief, and Economic Security (CARES) Act H.R. 1007/S. 972, Retirement Enhancement and Savings Act of 2019 H.R. 1865, Further Consolidated Appropriations Act, 2020 H.R. 1994, Setting Every Community Up for Retirement Enhancement Act of 2019 H.R. 4035, Pension and Budget Integrity Act of 2019 H.R. 6074, Coronavirus Preparedness and Response Supplemental Appropriations Act, 2020 H.R. 6201, Families First Coronavirus Response Act H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act H.R. 7617, Defense, Commerce, Justice, Science, Energy and Water Development, Financial Services and General Government, Labor, Health and Human Services, Education, Transportation, Housing, and Urban Development Appropriations Act, 2021 Potential legislation similar to H.R. 4523, Automatic Retirement Plan Act of 2017 Potential legislation similar to H.R. 4610/S. 3785, Receiving Electronic Statements To Improve Retiree Earnings Act (115th Congress) Potential legislation similar to H.R. 4997, Giving Retirement Options to Workers GROW Act of 2018 Various issues relating to multiemployer pension plan; multiemployer pension recapitalization and reform plan (MPRRP); single employer defined contribution plans and defined benefit plans; e-delivery of retirement plan disclosures and notices; single employer pension plans; single employer pension plans and the COVID-19 pandemic; multiemployer pension plans and the COVID-19 pandemic; Public Comment to Social Security Administration (SSA) on the SSAs draft user agreement (and related documents) for participants in the SSAs electronic consent based social security number verification service; Public Comment to the U.S. Department of Labor on prohibited transactions involving pooled employer plans under the Setting Every Community Up for Retirement Enhancement (SECURE) Act (P.L. 116-94, Div. O) and other multiple employer plans; Public Comment to the U.S. Department of Labor on financial factors in selecting plan investments; Public Comment to the U.S. Department of Labor on Application No. D-12011, Improving Investment Advice for Workers and Retirees; Public Comment to IRS on Notice 2020-42, remote notarization; Issues related to plan contribution due date under Section 3609 of the CARES Act (P.L. 116-136); COVID-19 and retirement plans; fiduciary investment duties and fiduciary status; pooled employer plans; implementation of the CARES Act, (P.L. 116-136), including provisions related to section 3608
Client expense: $20,000,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Army, Dept of (Corps of Engineers), Bureau of Citizenship & Immigration Services (BCIS), Bureau of Industry and Security (BIS), Bureau of Reclamation, Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), Council on Environmental Quality (CEQ), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), Federal Aviation Administration (FAA), Federal Communications Commission (FCC), Federal Deposit Insurance Corporation (FDIC), Federal Emergency Management Agency (FEMA), Federal Energy Regulatory Commission (FERC), Federal Motor Carrier Safety Administration, Federal Reserve System, Federal Trade Commission (FTC), General Services Administration (GSA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Interior, Dept of (DOI), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Economic Council (NEC), Natl Institute of Standards & Technology (NIST), Natl Labor Relations Board (NLRB), Natl Security Council (NSC), Natl Telecommunications & Information Administration (NTIA), Office of Management & Budget (OMB), Office of Science & Technology Policy (OSTP), Office of the Comptroller of the Currency (OCC), Patent & Trademark Office (PTO), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), State, Dept of (DOS), Transportation Security Administration (TSA), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Copyright Office, U.S. Customs & Border Protection, U.S. Trade Representative (USTR), White House Office
2020 · fourth_quarter · Financial Institutions/Investments/Securities
Issues related to the implementation of P.L. 111-203, the Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues related to investment and corporate governance matters - no specific legislation. Issues related to financial regulatory reform - no specific legislation. H.R. 624 - Promoting Transparent Standards for Corporate Insiders Act - entire bill. Issues related to the implementation of P.L. 115-174 - Economic Growth, Regulatory Relief, and Consumer Protection Act. Issues related to public offerings and capital markets - no specific legislation H.R. 1007 / S. 972 - Retirement Enhancement and Savings Act of 2019 - entire bill. H.R. 5084 - Improving Corporate Governance Through Diversity Act of 2019 - all provisions. H.R. 2534 - Insider Trading Prohibition Act - all provisions. Issues related to foreign investment - no specific legislation. H.R. 3623 - Climate Risk Disclosure Act - all provisions.
Client expense: Not reported · Firm income: $90,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · fourth_quarter · Retirement
Issues related to retirement savings. Issues related to automatic rollovers, missing participants, PBGC, and cash-out limits. H.R. 1007/ S.972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 5676, the Retirement Plan Modernization Act. S. 1431, Retirement Security and Savings Act of 2019. S. 321, Retirement Security Act of 2019. H.R. 1865, Further Consolidated Appropriations Act 2020. H.R. 7439/S. 4192, Retirement Savings Lost and Found Act. H.R. 8696, Securing a Strong Retirement Act.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · fourth_quarter · Taxation/Internal Revenue Code
Issues related to retirement savings. Issues related to automatic rollovers, missing participants, PBGC, and cash-out limits. H.R. 1007/ S. 972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 5676, the Retirement Plan Modernization Act. S. 1431, Retirement Security and Savings Act of 2019. S. 321, Retirement Security Act of 2019. H.R. 1865, Further Consolidated Appropriations Act 2020. H.R. 7439/S. 4192, Retirement Savings Lost and Found Act. H.R. 8696, Securing a Strong Retirement Act.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · third_quarter · Retirement
H.R. 397, Rehabilitation for Multiemployer Pensions Act H.R. 748/S.3548, Coronavirus Aid, Relief, and Economic Security (CARES) Act H.R. 1007/S. 972, Retirement Enhancement and Savings Act of 2019 H.R. 1865, Further Consolidated Appropriations Act, 2020 H.R. 1994, Setting Every Community Up for Retirement Enhancement Act of 2019 H.R. 4035, Pension and Budget Integrity Act of 2019 H.R. 6074, Coronavirus Preparedness and Response Supplemental Appropriations Act, 2020 H.R. 6201, Families First Coronavirus Response Act H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act H.R. 7617, Defense, Commerce, Justice, Science, Energy and Water Development, Financial Services and General Government, Labor, Health and Human Services, Education, Transportation, Housing, and Urban Development Appropriations Act, 2021 Potential legislation similar to H.R. 4523, Automatic Retirement Plan Act of 2017 Potential legislation similar to H.R. 4610/S. 3785, Receiving Electronic Statements To Improve Retiree Earnings Act (115th Congress) Potential legislation similar to H.R. 4997, Giving Retirement Options to Workers GROW Act of 2018 Various issues relating to multiemployer pension plan; multiemployer pension recapitalization and reform plan (MPRRP); single employer defined contribution plans and defined benefit plans; e-delivery of retirement plan disclosures and notices; single employer pension plans; single employer pension plans and the COVID-19 pandemic; multiemployer pension plans and the COVID-19 pandemic; Public Comment to Social Security Administration (SSA) on the SSAs draft user agreement (and related documents) for participants in the SSAs electronic consent based social security number verification service; Public Comment to the U.S. Department of Labor on prohibited transactions involving pooled employer plans under the Setting Every Community Up for Retirement Enhancement (SECURE) Act (P.L. 116-94, Div. O) and other multiple employer plans; Public Comment to the U.S. Department of Labor on financial factors in selecting plan investments; Public Comment to the U.S. Department of Labor on Application No. D-12011, Improving Investment Advice for Workers and Retirees; Public Comment to IRS on Notice 2020-42, remote notarization; Issues related to plan contribution due date under Section 3609 of the CARES Act (P.L. 116-136); COVID-19 and retirement plans; fiduciary investment duties and fiduciary status; pooled employer plans; implementation of the CARES Act, (P.L. 116-136), including provisions related to section 3608
Client expense: $20,000,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Army, Dept of (Corps of Engineers), Bureau of Citizenship & Immigration Services (BCIS), Bureau of Industry and Security (BIS), Bureau of Reclamation, Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), Council on Environmental Quality (CEQ), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), Federal Aviation Administration (FAA), Federal Communications Commission (FCC), Federal Deposit Insurance Corporation (FDIC), Federal Emergency Management Agency (FEMA), Federal Energy Regulatory Commission (FERC), Federal Motor Carrier Safety Administration, Federal Reserve System, Federal Trade Commission (FTC), General Services Administration (GSA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Interior, Dept of (DOI), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Economic Council (NEC), Natl Institute of Standards & Technology (NIST), Natl Labor Relations Board (NLRB), Natl Security Council (NSC), Natl Telecommunications & Information Administration (NTIA), Office of Management & Budget (OMB), Office of Science & Technology Policy (OSTP), Office of the Comptroller of the Currency (OCC), Patent & Trademark Office (PTO), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), State, Dept of (DOS), Transportation Security Administration (TSA), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Copyright Office, U.S. Customs & Border Protection, U.S. Trade Representative (USTR), White House Office
2020 · third_quarter · Retirement
HR 1007: Retirement Enhancement and Savings Act of 2019; S 972: Retirement Enhancement and Savings Act of 2019; HR 1994: Setting Every Community Up for Retirement Enhancement Act of 2019
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · third_quarter · Retirement
H.R. 7439 - To establish the Retirement Savings Lost and Found, and for other purposes. H.R. 6800 - Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act H.R. 6276 - Retirement Parity for Student Loans Act H.R. 6257 - Public Service Retirement Fairness Act of 2020 H.R. 4035 - Pension and Budget Integrity Act of 2019 H.R. 2112 - Refund to Rainy Day Savings Act H.R. 1994 - The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 H.R. 1865 - Further Consolidated Appropriations Act, 2020 H.R. 1516 - Wall Street Tax Act of 2019 H.R. 1007 - Retirement Enhancement and Savings Act of 2019 H.R. 748 - Coronavirus Aid, Relief, and Economic Security (CARES) Act H.R. 925 - The Heroes Act H.R. 397 - Rehabilitation of Multiemployer Pensions Act of 2019 S. 4192 - A bill to increase portability of and access to retirement savings, and for other purposes. S. 2962 - Higher Education Loan Payment and Enhanced Retirement (HELPER) Act of 2019 S. 2370 - Automatic IRA Act of 2019 S. 1431 - Retirement Security and Savings Act S. 1428 - Retirement Parity for Student Loans Act S. 1020 - Retirement Security Flexibility Act of 2019 S. 1019 - Strengthening Financial Security Through Short-Term Savings Accounts Act of 2019 S. 1018 - Refund to Rainy Day Savings Act S. 1011 - 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. 972 - Retirement Enhancement and Savings Act S. 647 - Wall Street Tax Act of 2019 S. 322 - The SIMPLE Plan Modernization Act S. 321 - Retirement Security Act of 2019
Client expense: $71,349 · 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)
2020 · third_quarter · Taxation/Internal Revenue Code
Tax and finance issues affecting the insurance industry, including H.R. 1007 - Retirement Enhancement and Savings Act of 2019.
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · third_quarter · Financial Institutions/Investments/Securities
Tax and finance issues affecting the insurance industry, including H.R. 1007 - Retirement Enhancement and Savings Act of 2019.
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · third_quarter · Retirement
S.321 - Retirement Security Act of 2019 No Bill # - Association Retirement Plans H.R. 1007, S.972 - Lifetime Income Disclosure & Regulatory Issues - all provisions No Bill # - Automatic Retirement Plan Act No Bill # - Electronic Disclosure - ERISA/Internal Revenue Code - issues/provisions relating to the use of electronic disclosure by employee benefit plans No Bill # - Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act No Bill # - General Account Legislative Fix N/A - Qualified Professional Asset Manager (OPAM) Exception Amendment N/A - ERISA Clarifications for Securities Originated or Underwritten by Inter-Affiliates N/A - Qualified Default Investment Allocation N/A - Section 420 Legislative Fix
Client expense: $520,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), Federal Accounting Standards Advisory Board (FASAB), Federal Highway Administration (FHA), Federal Housing Finance Agency (FHFA), Federal Reserve System, 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
2020 · third_quarter · Financial Institutions/Investments/Securities
Issues related to the implementation of P.L. 111-203, the Dodd-Frank Wall Street Reform and Consumer Protection Act. Issues related to investment and corporate governance matters - no specific legislation. Issues related to financial regulatory reform - no specific legislation. H.R. 624 - Promoting Transparent Standards for Corporate Insiders Act - entire bill. Issues related to the implementation of P.L. 115-174 - Economic Growth, Regulatory Relief, and Consumer Protection Act. Issues related to public offerings and capital markets - no specific legislation H.R. 1007 / S. 972 - Retirement Enhancement and Savings Act of 2019 - entire bill. H.R. 5084 - Improving Corporate Governance Through Diversity Act of 2019 - all provisions. H.R. 2534 - Insider Trading Prohibition Act - all provisions. Issues related to foreign investment - no specific legislation. H.R. 3623 - Climate Risk Disclosure Act - all provisions.
Client expense: Not reported · Firm income: $90,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · third_quarter · Retirement
H.R. 397, Rehabilitation for Multiemployer Pensions Act H.R. 748/S.3548, Coronavirus Aid, Relief, and Economic Security (CARES) Act H.R. 1007/S. 972, Retirement Enhancement and Savings Act of 2019 H.R. 1865, Further Consolidated Appropriations Act, 2020 H.R. 1994, Setting Every Community Up for Retirement Enhancement Act of 2019 H.R. 4035, Pension and Budget Integrity Act of 2019 H.R. 6074, Coronavirus Preparedness and Response Supplemental Appropriations Act, 2020 H.R. 6201, Families First Coronavirus Response Act H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act H.R. 7617, Defense, Commerce, Justice, Science, Energy and Water Development, Financial Services and General Government, Labor, Health and Human Services, Education, Transportation, Housing, and Urban Development Appropriations Act, 2021 Potential legislation similar to H.R. 4523, Automatic Retirement Plan Act of 2017 Potential legislation similar to H.R. 4610/S. 3785, Receiving Electronic Statements To Improve Retiree Earnings Act (115th Congress) Potential legislation similar to H.R. 4997, Giving Retirement Options to Workers GROW Act of 2018 Various issues relating to multiemployer pension plan; multiemployer pension recapitalization and reform plan (MPRRP); single employer defined contribution plans and defined benefit plans; e-delivery of retirement plan disclosures and notices; single employer pension plans; single employer pension plans and the COVID-19 pandemic; multiemployer pension plans and the COVID-19 pandemic; Public Comment to Social Security Administration (SSA) on the SSAs draft user agreement (and related documents) for participants in the SSAs electronic consent based social security number verification service; Public Comment to the U.S. Department of Labor on prohibited transactions involving pooled employer plans under the Setting Every Community Up for Retirement Enhancement (SECURE) Act (P.L. 116-94, Div. O) and other multiple employer plans; Public Comment to the U.S. Department of Labor on financial factors in selecting plan investments; Public Comment to the U.S. Department of Labor on Application No. D-12011, Improving Investment Advice for Workers and Retirees; Public Comment to IRS on Notice 2020-42, remote notarization; Issues related to plan contribution due date under Section 3609 of the CARES Act (P.L. 116-136); COVID-19 and retirement plans; fiduciary investment duties and fiduciary status; pooled employer plans; implementation of the CARES Act, (P.L. 116-136), including provisions related to section 3608
Client expense: $20,000,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Army, Dept of (Corps of Engineers), Bureau of Citizenship & Immigration Services (BCIS), Bureau of Industry and Security (BIS), Bureau of Reclamation, Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), Council on Environmental Quality (CEQ), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), Federal Aviation Administration (FAA), Federal Communications Commission (FCC), Federal Deposit Insurance Corporation (FDIC), Federal Emergency Management Agency (FEMA), Federal Energy Regulatory Commission (FERC), Federal Motor Carrier Safety Administration, Federal Reserve System, Federal Trade Commission (FTC), General Services Administration (GSA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Interior, Dept of (DOI), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Economic Council (NEC), Natl Institute of Standards & Technology (NIST), Natl Labor Relations Board (NLRB), Natl Security Council (NSC), Natl Telecommunications & Information Administration (NTIA), Office of Management & Budget (OMB), Office of Science & Technology Policy (OSTP), Office of the Comptroller of the Currency (OCC), Patent & Trademark Office (PTO), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), State, Dept of (DOS), Transportation Security Administration (TSA), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Copyright Office, U.S. Customs & Border Protection, U.S. Trade Representative (USTR), White House Office
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Infrastructure investment by Life Insurers Retirement Security and Savings Act (S. 1431) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: Retirement Parity for Student Loans Act (S. 1428) Stretch IRA Employer Participation in Repayment Act (HR 1043/S. 460) The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) Pandemic Healthcare Access Act S.3546/H.R.6338
Client expense: $330,000 · Firm income: Not reported
Government targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2020 · third_quarter · Retirement
Issues related to H.R. 1994 - Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019; Issues related to H.R. 1007/S. 972 - Retirement Enhancement and Savings Act (RESA) of 2019; Issues related to retirement savings.
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · third_quarter · Retirement
S.972: Encourage Retirement Saving Act H.R. 1994: Setting Every Community Up for Retirement Enhancement (SECURE) Act H.R. 1007/S.972 Retirement Enhancement and Savings Act (RESA) H.R. 1084: Financial Security Act of 2019 H.R. 1938: Small Employer Retirement Savings Auto-Enrollment S. 321: Retirement Savings Act S. 1020: Retirement Security Flexibility Act S. 1019: Strengthening Financial Security Through Short-term Savings Accounts. Retirement Savings and Security Act
Client expense: $900,000 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), Consumer Financial Protection Bureau (CFPB), Federal Aviation Administration (FAA), Federal Communications Commission (FCC), Federal Emergency Management Agency (FEMA), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Highway Traffic Safety Administration (NHTSA), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR)
2020 · third_quarter · Retirement
Assist the client with issues pertaining to retirement savings and rules, education savings and health savings. HR 6335, S327 Waive Required Minimum Distribution Rules for 2020 Plans; HR5726 Senior Housing IRA Act 2020; HR6562 Savers Act 2020; HR 6377 Retirement Protection Act 2020; HR 1994 Retirement Enhancement Act 2019; HR 1007 Retirement Enhancement and Savings Act 2019; HR 1084 Family Savings Act 2019; HR 1439 Increase Access to Secure Retirement Act 2019; S972 Retirement Enhancement and Savings Act 2019; HR 2478 Fed Retirement Fairness Act; S1053 Savings for Future Act 2019; S321 Retirement Security Act 2019; S.1435 Commission on Retirement Security Act of 2019;H.R.1938 Small Employer Retirement Savings Auto-Enrollment Credit Act; S.1460 Retirement Investments for a Sustainable Economy Act of 2019;S1020 Retirement Security Flex Act;S2495 Compassionate Retirement Act 2019.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · third_quarter · Retirement
Portable benefits, including expanded retirement options for microbusiness owners, H.R. 1944, S.972, H.R. 1007
Client expense: Not reported · Firm income: $30,000
Government targets: Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Small Business Administration (SBA), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office
2020 · third_quarter · Retirement
Issues related to retirement savings. Issues related to automatic rollovers, missing participants, PBGC, and cash-out limits. H.R. 1007/ S.972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 5676, the Retirement Plan Modernization Act. S. 1431, Retirement Security and Savings Act of 2019. S. 321, Retirement Security Act of 2019. H.R. 1865, Further Consolidated Appropriations Act 2020. H.R. 7439/S. 4192, Retirement Savings Lost and Found Act.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · third_quarter · Taxation/Internal Revenue Code
Issues related to retirement savings. Issues related to automatic rollovers, missing participants, PBGC, and cash-out limits. H.R. 1007/ S. 972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 5676, the Retirement Plan Modernization Act. S. 1431, Retirement Security and Savings Act of 2019. S. 321, Retirement Security Act of 2019. H.R. 1865, Further Consolidated Appropriations Act 2020. H.R. 7439/S. 4192, Retirement Savings Lost and Found Act.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · second_quarter · Retirement
Retirement Security and Savings Act, S-1431 by Sens Portman and Cardin. Specific focus on provisions to facilitate savings and insurance protection for retirement security. RESA, S-792 and HR 1007. Anticipated legislation that wold permit employer plans to offer LTCI as an in-plan investment option in qualified savings plans (401k, IRA). Also anticipated legislation to permit penalty and tax free withdrawals from qualified savings plans. Potential legislation to be introduced by Senator Pat Toomey (R-PA). Specific provisions of the CARES Act pertaining to retirement security and savings.
Client expense: Not reported · Firm income: $25,000
Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Treasury, Dept of, White House Office
2020 · second_quarter · Retirement
H.R. 397, Rehabilitation for Multiemployer Pensions Act H.R. 748/S.3548, Coronavirus Aid, Relief, and Economic Security (CARES) Act H.R. 1007/S. 972, Retirement Enhancement and Savings Act of 2019 H.R. 1865, Further Consolidated Appropriations Act, 2020 H.R. 1994, Setting Every Community Up for Retirement Enhancement Act of 2019 H.R. 4035, Pension and Budget Integrity Act of 2019 H.R. 6074, Coronavirus Preparedness and Response Supplemental Appropriations Act, 2020 H.R. 6201, Families First Coronavirus Response Act H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act Potential legislation similar to H.R. 4523, Automatic Retirement Plan Act of 2017 Potential legislation similar to H.R. 4610/S. 3785, Receiving Electronic Statements To Improve Retiree Earnings Act (115th Congress) Potential legislation similar to H.R. 4997, Giving Retirement Options to Workers GROW Act of 2018 Various issues relating to multiemployer pension plan; multiemployer pension recapitalization and reform plan (MPRRP); single employer defined contribution plans and defined benefit plans; e-delivery of retirement plan disclosures and notices; single employer pension plans; single employer pension plans and the COVID-19 pandemic; multiemployer pension plans and the COVID-19 pandemic; electronic disclosure; Senate white paper on multiemployer pension recapitalization and reform plan; Public Comment to Social Security Administration (SSA) on the SSAs draft user agreement (and related documents) for participants in the SSAs electronic consent based social security number verification service; COVID-19 and retirement plans
Client expense: $12,300,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Army, Dept of (Corps of Engineers), Bureau of Citizenship & Immigration Services (BCIS), Bureau of Industry and Security (BIS), Bureau of Labor Statistics (BLS), Bureau of Reclamation, Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), Council on Environmental Quality (CEQ), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), Federal Aviation Administration (FAA), Federal Communications Commission (FCC), Federal Deposit Insurance Corporation (FDIC), Federal Emergency Management Agency (FEMA), Federal Energy Regulatory Commission (FERC), Federal Motor Carrier Safety Administration, Federal Reserve System, Federal Trade Commission (FTC), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Interior, Dept of (DOI), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Economic Council (NEC), Natl Institute of Standards & Technology (NIST), Natl Labor Relations Board (NLRB), Natl Security Council (NSC), Natl Telecommunications & Information Administration (NTIA), Office of Management & Budget (OMB), Office of Science & Technology Policy (OSTP), Office of the Comptroller of the Currency (OCC), Patent & Trademark Office (PTO), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), State, Dept of (DOS), Transportation Security Administration (TSA), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Copyright Office, U.S. Customs & Border Protection, U.S. Trade Representative (USTR), White House Office
2020 · second_quarter · Retirement
H.R. 7439 - To establish the Retirement Savings Lost and Found, and for other purposes. H.R. 6800 - Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act H.R. 6276 - Retirement Parity for Student Loans Act H.R. 6257 - Public Service Retirement Fairness Act of 2020 H.R. 4035 - Pension and Budget Integrity Act of 2019 H.R. 1994 - The Setting Every Community Up for Retirement Enhancement Act of 2019 H.R. 1865 - Further Consolidated Appropriations Act, 2020 H.R. 1516 - Wall Street Tax Act of 2019 H.R. 1007 - Retirement Enhancement and Savings Act of 2019 H.R. 748 - Coronavirus Aid, Relief, and Economic Security (CARES) Act H.R. 397 - Rehabilitation of Multiemployer Pensions Act of 2019 S. 4192 - A bill to increase portability of and access to retirement savings, and for other purposes. S. 2962 - Higher Education Loan Payment and Enhanced Retirement Act of 2019 S. 2370 - Automatic IRA Act of 2019 S. 1431 - Retirement Security and Savings Act S. 1428 - Retirement Parity for Student Loans Act S. 972 - Retirement Enhancement and Savings Act S. 647 - Wall Street Tax Act of 2019 S. 322 - The SIMPLE Plan Modernization Act S. 321 - Retirement Security Act of 2019
Client expense: $72,117 · 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)
2020 · second_quarter · Retirement
HR 1007: Retirement Enhancement and Savings Act of 2019; S 972: Retirement Enhancement and Savings Act of 2019; HR 1994: Setting Every Community Up for Retirement Enhancement Act of 2019
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · second_quarter · Retirement
Pension Non-Discrimination Testing Issue H.R. 1994 SECURE Act H.R. 1007 RESA S. 972 RESA
Client expense: $708,564 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Energy, Dept of, Environmental Protection Agency (EPA), Federal Communications Commission (FCC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), Office of Science & Technology Policy (OSTP), Pension Benefit Guaranty Corporation (PBGC), SENATE, Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office
2020 · second_quarter · Labor Issues/Antitrust/Workplace
PBGC Premium Increases Pension Non-Discrimination Testing Legislation Workforce Training H.R. 1994 SECURE Act H.R. 1007 RESA S. 972 RESA
Client expense: $708,564 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Energy, Dept of, Environmental Protection Agency (EPA), Federal Communications Commission (FCC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), Office of Science & Technology Policy (OSTP), Pension Benefit Guaranty Corporation (PBGC), SENATE, Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office