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Pension and Budget Integrity Act of 2019
Legislative Progress
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vs 9,062 other HR bills in the 116th — cohort avg 39d
Pension and Budget Integrity Act of 2019 This bill prohibits certain provisions from being counted as an offset to determine budget points of order for legislation in the House of Representatives or the Senate. Specifically, a provision that increases or extends an increase of single-employer pension program premiums payable to the Pension Benefit Guaranty Corporation (PBGC) may not be counted as such an offset. (The PBGC is a federal agency that insures the benefits of private sector, defined benefit pension plans. The PBGC is financed by insurance premiums paid by sponsors of the plans, investment income, assets from pension plans taken over by the PBGC, and recoveries from the companies formerly responsible for the plans.)
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Filing registrants (13)
Referred to the Committee on Rules, and in addition to the Committee on the Budget, 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
2020 · fourth_quarter · Taxation/Internal Revenue Code
S 4822/HR 4549 - American Innovation and Jobs Act including issues related to the immediate expensing of qualified research and development expenditure and to reverse a change in the 2017 tax law to ensure that companies can continue to fully deduct R&D investments each year; S 604/HR 5674 - Mobile Workforce State Income Tax Simplification Act of 2020 to limit the authority of states to tax employees for employment duties performed in other states; S 3995 - Remote and Mobile Worker Relief Act of 2020 to ensure that remote workers and medical professionals who supported hard hit areas during COVID-19 do not face unexpected state income tax bills; HR 748 - CARES Act including issues related to tax and R&D credit; HR 6800 - HEROES Act including issues related to tax and R&D credit; HR 4035 - Pension and Budget Integrity Act of 2019 including issues related to pension funding relief and Pension Benefit Guaranty Corporation (PBGC) premium eduction; S 684 - Middle Class Health Benefits Tax Repeal Act of 2019 including issues related to healthcare, paid leave, prescription drug costs, surprise billing, Health Savings Account (HSA) modernization; Discussions on corporate tax rate
Client expense: $2,880,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
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
2020 · fourth_quarter · Retirement
H.R. 4035 - Pension Benefit Integrity Act of 2019: Issues related to retirement security.
Client expense: $80,000 · Firm income: Not reported
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
2020 · fourth_quarter · Taxation/Internal Revenue Code
S 4822/HR 4549 - American Innovation and Jobs Act including issues related to the immediate expensing of qualified research and development expenditure and to reverse a change in the 2017 tax law to ensure that companies can continue to fully deduct R&D investments each year; S 604/HR 5674 - Mobile Workforce State Income Tax Simplification Act of 2020 to limit the authority of states to tax employees for employment duties performed in other states; S 3995 - Remote and Mobile Worker Relief Act of 2020 to ensure that remote workers and medical professionals who supported hard hit areas during COVID-19 do not face unexpected state income tax bills; HR 748 - CARES Act including issues related to tax and R&D credit; HR 6800 - HEROES Act including issues related to tax and R&D credit; HR 4035 - Pension and Budget Integrity Act of 2019 including issues related to pension funding relief and Pension Benefit Guaranty Corporation (PBGC) premium eduction; S 684 - Middle Class Health Benefits Tax Repeal Act of 2019 including issues related to healthcare, paid leave, prescription drug costs, surprise billing, Health Savings Account (HSA) modernization; Discussions on corporate tax rate
Client expense: $2,860,000 · Firm income: Not reported
| Republican |
| NC |
| Mike Kelly | Republican | PA |
| Suzan K. DelBene | Democratic | WA |
| Troy Balderson | Republican | OH |
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
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)
Government targets: Agriculture, Dept of (USDA), Air Force, Dept of, Army, Dept of (Other), Commerce, Dept of (DOC), Defense, Dept of (DOD), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Interior, Dept of (DOI), Navy, Dept of, SENATE, State, Dept of (DOS)
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 · Retirement
Legislative Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Coronavirus Preparedness and Response Supplemental Appropriations Act - H.R. 6074 (Public Law 116-123) Families First Coronavirus Response Act - H.R. 6201 (Public Law 116-127) Coronavirus Aid, Relief, and Economic Security Act (CARES) Act - H.R. 748 (Public Law 116-136) Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Womens Retirement Protection Act - S.975/H.R. 2005 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 Further Consolidated Appropriations Act, 2020 - H.R 1865 & H.R. 1158 - SECURE Act - H.R. 1994 Retirement Parity for Student Loans Act - S. 1428/H.R. 6276 Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act - H.R. 6800 The Heroes Act - revised pandemic relief and economic stimulus package (House Democratic Leadership) The Retirement Security & Savings Act - S. 1431 Wall Street Tax Act of 2019 - H.R. 1516/S. 647 Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923 Encouraging Americans to Save Act - S. 5035 Chris Allen Multiemployer Pension Recapitalization and Reform Act of 2020 - S. 5045 The Improving Access to Retirement Savings Act - S. 5064 Pension and Budget Integrity Act (PBIA) - H.R. 4035 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Plan Modernization Act - H.R. 5676 Information Needed for Financial Options Risk Mitigation (INFORM) Act - S. 3417 Retirement Lost and Found Act - a bill to increase portability of and access to retirement savings - S. 4192 Securing a Strong America - H.R. 8696 Retirees Sustainable Investment Policies Act - H.R. 8959 Sustainable Investment Policies Act of 2020 - H.R. 8960 Automatic 401 (k) Act Cybersecurity Defined benefit pension plan funding rules Environmental, Social and Governance (ESG) principals in investing Financial wellness Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory and Others Coronavirus COVID-19 Pandemic Response - including proposed and issued CARES and SECURE Acts guidance affecting employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Presidential Memorandum - protecting the pensions of American workers and calling for a review of the Pension Benefit Guaranty Corporations (PBGC) financial position. Executive Order on Regulatory Relief to Support Economic Recovery Executive Order on Promoting Energy Infrastructure and Economic Growth Executive Order on Strengthening Retirement Security in America Department of the Treasury (Treasury) and Internal Revenue Service (IRS) - Remote notarization Department of Labor (DOL), Employee Benefits Services Administration (EBSA) -Final rule amending the DOLs investment duties regulation - regarding ESG investments in retirement plans DOL - Interim Final Rule on Lifetime Income Illustration Requirements DOL/EBSA - final rule on proxy voting and shareholder rights DOL/Treasury/IRS -Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements DOL/Treasury/IRS - comments on need for service crediting guidance for PEPs DOL - Default Electronic Disclosure by Employee Pension Benefits Plans - Final Rule DOL - New Investment Advice Fiduciary Rules and related Prohibited Transaction Exemption Presidential Memorandum on Deferring Payroll Tax Obligations in Light of the Ongoing COVID-19 Disaster Presidential Memorandum on Continued Student Loan Payment Relief During the COVID-19 Pandemic SEC Best Interest Final Rule - clarification of regular rate of pay application to benefits Cybersecurity Defined Benefit Plan Pension funding & stabilization reform - single employer plans Emergency savings Executive compensation ERISA pleading standards ERISA Uniformity Excise tax on private foundations Form 5500 Reporting IRS - Relief - Amended determination letter requests for statutory hybrid plans Missing Participants - Guidance on escheatment of missing participant retirement accounts Mortality Tables - Improvements Multiemployer pension plan issues Non-discrimination issues affecting defined benefit plans - Additional Temporary Nondiscrimination Relief for Closed Defined Benefit Plans Paid leave proposals and issues PBGC funding delay guidance - revisions to VRP guidance State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Required minimum distribution (RMD) rules Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans
Client expense: $253,639 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Management & Budget (OMB), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
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
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 · Retirement
H.R. 4035 - Pension and Budget Integrity Act, pension funding interest rate stabilization, and other issues related to retirement generally.
Client expense: $820,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office
2020 · third_quarter · Retirement
Multi-Employer Pension Plan Reforms. Pension Benefit Guarantee Corporation. H.R. 4035 - Pension Budget Integrity Act of 2019. Single-Employer Pension Plans. H.R. 6800 - Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act.
Client expense: $3,030,000 · Firm income: Not reported
Government targets: Air Force, Dept of, Army, Dept of (Other), Commerce, Dept of (DOC), Defense, Dept of (DOD), Energy, Dept of, Environmental Protection Agency (EPA), Export-Import Bank of the United States (EXIM Bank), Federal Aviation Administration (FAA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Labor, Dept of (DOL), Natl Economic Council (NEC), Natl Security Council (NSC), Navy, Dept of, Office of the Vice President of the United States, SENATE, State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office
2020 · third_quarter · Taxation/Internal Revenue Code
S 684 - Middle Class Health Benefits Tax Repeal Act of 2019 including issues related to healthcare, paid leave, prescription drug costs, paid leave, surprise billing, Health Savings Account modernization; HR 4035 - Pension and Budget Integrity Act of 2019 including issues related to pension and education; S 3548/ HR 748 - CARES Act including issues related to tax and R&D credit; HR 4549 - American Innovation and Competitiveness Act of 2019, including repealing Section 174 of the tax code related to the immediate expensing of qualified R&D expenditures; S 604/HR 5674, Mobile Workforce State Income Tax Simplification Act of 2019 to limit the authority of states to tax employees for employment duties performed in other states, R&D credit; S 3995 - Remote and Mobile Worker Relief Act of 2020 to ensure that remote workers and medical professionals during COVID-19 do not face unexpected state income tax bills; S 1624/HR 5184 - HEALS Act including issues related to the equitable adjustment to contractors; S 4320 - Coronavirus Response Additional Supplemental Appropriations Act, 2020 including issues related to the equitable adjustment to contractors; S 4318 - American Workers, Families, and Employers Assistance Act including issues related to tax simplification from state taxes for remote workers and the repeal of the R&D amortization; HR 6800 - The Heroes Act including issues related to the repeal of R&D amortization and pensions, tax and R&D credit; Discussions on the corporate tax rate
Client expense: $2,960,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Air Force, Dept of, Army, Dept of (Other), Commerce, Dept of (DOC), Defense, Dept of (DOD), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Interior, Dept of (DOI), Navy, Dept of, SENATE, State, Dept of (DOS)
2020 · third_quarter · Retirement
H.R. 4035 - Pension Benefit Integrity Act of 2019: Issues related to retirement security.
Client expense: $70,000 · Firm income: Not reported
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
Legislative Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Coronavirus Preparedness and Response Supplemental Appropriations Act - H.R. 6074 (Public Law 116-123) Families First Coronavirus Response Act - H.R. 6201 (Public Law 116-127) Coronavirus Aid, Relief, and Economic Security Act (CARES) Act - H.R. 748 (Public Law 116-136) Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Womens Retirement Protection Act - S.975/H.R. 2005 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 Further Consolidated Appropriations Act, 2020 - H.R 1865 & H.R. 1158 - SECURE Act - H.R. 1994 Retirement Parity for Student Loans Act - S. 1428/H.R. 6276 Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act - H.R. 6800 The Heroes Act - revised pandemic relief and economic stimulus package (House Democratic Leadership) The Retirement Security & Savings Act - S. 1431 Wall Street Tax Act of 2019 - H.R. 1516/S. 647 Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923 Pension and Budget Integrity Act (PBIA) - H.R. 4035 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Plan Modernization Act - H.R. 5676 Information Needed for Financial Options Risk Mitigation (INFORM) Act - S. 3417 Retirement Lost and Found Act - a bill to increase portability of and access to retirement savings - S. 4192 Automatic 401 (k) Act Cybersecurity Defined benefit pension plan funding rules Environmental, Social and Governance (ESG) principals in investing Financial wellness Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory and Others Coronavirus COVID-19 Pandemic Response - including proposed and issued CARES and SECURE Acts guidance affecting employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Executive Order on Regulatory Relief to Support Economic Recovery Executive Order on Promoting Energy Infrastructure and Economic Growth Executive Order on Strengthening Retirement Security in America Department of Labor (EBSA) proposed rule amending the DOLs investment duties regulation - regarding ESG investments in retirement plans DOL - Interim Final Rule on Lifetime Income Illustration Requirements DOL/EBSA - proposed rule on proxy voting DOL/Treasury/IRS -Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments under SECURE Act DOL - Default Electronic Disclosure by Employee Pension Benefits Plans - Final Rule DOL - New Investment Advice Fiduciary Rules Presidential Memorandum on Deferring Payroll Tax Obligations in Light of the Ongoing COVID-19 Disaster Presidential Memorandum on Continued Student Loan Payment Relief During the COVID-19 Pandemic SEC Best Interest Final Rule - clarification of regular rate of pay application to benefits Cybersecurity Defined Benefit Plan Pension funding & stabilization reform - single employer plans Emergency savings Executive compensation ERISA pleading standards ERISA Uniformity Excise tax on private foundations Form 5500 Reporting IRS - Relief - Amended determination letter requests for statutory hybrid plans Missing Participants Mortality Tables - Improvements Multiemployer pension plan issues Non-discrimination issues affecting defined benefit plans - Additional Temporary Nondiscrimination Relief for Closed Defined Benefit Plans Paid leave proposals and issues PBGC funding delay guidance - revision to VRP guidance State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Required minimum distribution (RMD) rules Student loan repayment benefit
Client expense: $306,167 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Management & Budget (OMB), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
2020 · third_quarter · Retirement
COVID "Phase 4" Legislation, COVID mitigation, Families First Act, CARES Act, HEALS Act PBGC premiums, Pension & Budget Integrity Act- HR 4035 ERISA and I.R.C. section 420; all provisions Paid leave General issues and regulations: pension and retirement proposals Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief Retirement Parity for Student Loans Act, S.1428 Electronic delivery Multiemployer Pension Reform Missing participant audit enforcement SECURE Act, H.R.1994 Retirement Security & Savings Act, S.1431 Pension overpayment & recoupment HEROES Act (Health and Economic Recovery Omnibus Emergency Solutions Act or the HEROES Act)
Client expense: $120,000 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), Council of Economic Advisers (CEA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of
2020 · third_quarter · Retirement
COVID mitigation, Families First Act, CARES Act PBGC premiums, Pensions & Budget Integrity Act - H.R. 4035. ERISA and I.R.C. section 420; all provisions. Paid leave. General Issues and regulations; pension and retirement proposals. Lifetime income illustrations on benefit statements. Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief. Retirement Parity for Student Loans Act, S.1428. Electronic delivery. Multiemployer Pension Reform. Missing participant audit enforcement. SECURE Act, H.R. 1994. Retirement Security & Savings Act, S.1431. Pension overpayment & recoupment. HEROES Act (Health and Economic Recovery Omnibus Emergency Solutions Act or the HEROES Act)
Client expense: Not reported · Firm income: $20,000
Government targets: Centers For Medicare and Medicaid Services (CMS), Council of Economic Advisers (CEA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of
2020 · second_quarter · Retirement
H.R. 4035 - Pension and Budget Integrity Act, pension funding interest rate stabilization, and other issues related to retirement generally.
Client expense: $670,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, 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 · Taxation/Internal Revenue Code
HR 4549 - American Innovation and Competitiveness Act of 2019 to repeal sections 174 and 41 of the tax code on issues related to the immediate expensing of qualified research and development expenditures; S 604/HR 5674 - Mobile Workforce State Income Tax Simplification Act of 2019 to limit the authority of states to tax employees for employment duties performed in other states; S 3995 - Remote and Mobile Worker Relief Act of 2020 to ensure that remote workers and medical professionals who supported hard hit areas during COVID-19 do not face unexpected state income tax bills; HR 2869 - HEROES Act including issues related to tax; HR 4035 - Pension and Budget Integrity Act of 2019 including issues related to pensions; S 684/HR 748 - Middle Class Health Benefits Tax Repeal Act of 2019 including issues related to healthcare, paid leave, prescription drug costs, surprise billing, Health Savings Accounts modernization; Discussion on corporate tax rate
Client expense: $3,060,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Air Force, Dept of, Army, Dept of (Other), Defense, Dept of (DOD), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Interior, Dept of (DOI), Navy, Dept of, SENATE, State, Dept of (DOS)
2020 · second_quarter · Retirement
Multi-Employer Pension Plan Reforms. Pension Benefit Guarantee Corporation. H.R. 4035 - Pension Budget Integrity Act of 2019. Single-Employer Pension Plans. H.R. 6800 - Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act.
Client expense: $3,180,000 · Firm income: Not reported
Government targets: Air Force, Dept of, Army, Dept of (Other), Commerce, Dept of (DOC), Defense, Dept of (DOD), Energy, Dept of, Environmental Protection Agency (EPA), Export-Import Bank of the United States (EXIM Bank), Federal Aviation Administration (FAA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Labor, Dept of (DOL), Natl Economic Council (NEC), Natl Security Council (NSC), Navy, Dept of, Office of the Vice President of the United States, SENATE, State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office
2020 · second_quarter · Retirement
H.R. 4035 - Pension and Budget Integrity Act, pension funding interest rate stabilization, and other issues related to retirement generally.
Client expense: $670,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office
2020 · second_quarter · Retirement
H.R. 4035 - Pension Benefit Integrity Act of 2019: Issues related to retirement security.
Client expense: $70,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · second_quarter · Retirement
COVID mitigation, Families First Act, CARES Act PBGC premiums, Pensions & Budget Integrity Act - H.R. 4035. ERISA and I.R.C. section 420; all provisions. Paid leave. General Issues and regulations; pension and retirement proposals. Lifetime income illustrations on benefit statements. Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief. Retirement Parity for Student Loans Act, S.1428. Electronic delivery. Multiemployer Pension Reform. Missing participant audit enforcement. SECURE Act, H.R. 1994. Retirement Security & Savings Act, S.1431. Pension overpayment & recoupment. HEROES Act (Health and Economic Recovery Omnibus Emergency Solutions Act or the HEROES Act)
Client expense: Not reported · Firm income: $20,000
Government targets: Centers For Medicare and Medicaid Services (CMS), Council of Economic Advisers (CEA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of
2020 · second_quarter · Retirement
COVID "Phase 4" Legislation, COVID mitigation, Families First Act, CARES Act PBGC premiums, Pension & Budget Integrity Act- HR 4035 ERISA and I.R.C. section 420; all provisions Paid leave General issues and regulations: pension and retirement proposals Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief Retirement Parity for Student Loans Act, S.1428 Electronic delivery Multiemployer Pension Reform Missing participant audit enforcement SECURE Act, H.R.1994 Retirement Security & Savings Act, S.1431 Pension overpayment & recoupment HEROES Act (Health and Economic Recovery Omnibus Emergency Solutions Act or the HEROES Act)
Client expense: $210,000 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), Council of Economic Advisers (CEA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of
2020 · second_quarter · Retirement
Legislative Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Coronavirus Preparedness and Response Supplemental Appropriations Act - H.R. 6074 (Public Law 116-123) Families First Coronavirus Response Act - H.R. 6201 (Public Law 116-127) Coronavirus Aid, Relief, and Economic Security Act (CARES) Act - H.R. 748 (Public Law 116-136) Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Womens Retirement Protection Act - S.975/H.R. 2005 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 Further Consolidated Appropriations Act, 2020 - H.R 1865 & H.R. 1158 - SECURE Act - H.R. 1994 Retirement Parity for Student Loans Act - S. 1428/H.R. 6276 Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act - H.R. 6800 The Retirement Security & Savings Act - S. 1431 Wall Street Tax Act of 2019 - H.R. 1516/S. 647 Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923 Pension and Budget Integrity Act (PBIA) - H.R. 4035 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Plan Modernization Act - H.R. 5676 Information Needed for Financial Options Risk Mitigation (INFORM) Act - S. 3417 Retirement Lost and Found Act - a bill to increase portability of and access to retirement savings - S. 4192 Automatic 401 (k) Act Cybersecurity Defined benefit pension plan funding rules Environmental, Social and Governance (ESG) principals in investing Financial wellness Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) PBGC premiums Tax Incentives for 401 (k) contributions Regulatory and Other Coronavirus COVID-19 Pandemic Response - including proposed and issued CARES Act guidance affecting employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Executive Order on Promoting Energy Infrastructure and Economic Growth DOL (EBSA) proposed rule amending the DOLs investment duties regulation - regarding ESG investments in retirement plans Executive Order on Strengthening Retirement Security in America SEC Best Interest Final Rule - clarification of regular rate of pay application to benefits DOL/Treasury/IRS -Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments under SERCURE Act Department of Labor - Default Electronic Disclosure by Employee Pension Benefits Plans - Final Rule Executive compensation Cybersecurity Defined Benefit Plan Pension funding & stabilization reform DOL - determination of fiduciary status Emergency savings ERISA Uniformity Excise tax on private foundations Form 5500 Reporting Missing Participants Mortality Tables - Improvements Multiemployer pension plan issues Non-discrimination issues affecting defined benefit plans - Additional Temporary Nondiscrimination Relief for Closed Defined Benefit Plans Paid leave proposals and issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Required minimum distribution (RMD) rules Student loan repayment benefit
Client expense: $344,606 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Management & Budget (OMB), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
2020 · first_quarter · Retirement
S. 3548, the Coronavirus Aid, Relief, and Economic Security (CARES) Act - provisions related to pensions; H.R. 1994, the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019; S. 972, Retirement Enhancement and Savings Act of 2019; PBGC pension premiums, generally; H.R. 4035, Pension and Budget Integrity Act of 2019; Pension funding issues, generally
Client expense: $910,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Natl Highway Traffic Safety Administration (NHTSA), SENATE, Transportation, Dept of (DOT)
2020 · first_quarter · Taxation/Internal Revenue Code
HR 4549 - American Innovation and Competitiveness Act of 2019 to repeal sections 174 and 41 of the tax code related to the immediate expensing of qualified research and development expenditures; S 604/HR 5674 - Mobile Workforce State Income Tax Simplification Act of 2020 to limit the authority of states to tax employees for employment duties performed in other states; Discussions on corporate tax rate; S 3548/HR 748 - Coronavirus Aid, Relief, and Economic Security Act (CARES Act) including issues related to tax, R&D credit; HR 4035 - Pension and Budget Integrity Act of 2019 including issues related to pension and Pension Benefit Guaranty Corporation premium education; Sv684/HR 748 - Middle Class Health Benefits Tax Repeal Act of 2019 including issues related to healthcare/paid leave, prescription drug costs, Health Savings Accounts modernization, surprise billing
Client expense: $3,980,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Air Force, Dept of, Army, Dept of (Other), Defense, Dept of (DOD), Energy, Dept of, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Interior, Dept of (DOI), Justice, Dept of (DOJ), Navy, Dept of, SENATE, State, Dept of (DOS)
2020 · first_quarter · Retirement
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. 397 - Rehabilitation of Multiemployer Pensions Act of 2019 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: $137,621 · 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 · first_quarter · Retirement
H.R. 4035 - Pension and Budget Integrity Act, pension funding interest rate stabilization, and other issues relating to retirement generally.
Client expense: $980,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office
2020 · first_quarter · Retirement
H.R. 4035 - Pension Benefit Integrity Act of 2019: Issues related to retirement security.
Client expense: $120,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · first_quarter · Retirement
Multi-Employer Pension Plan Reforms. Pension Benefit Guarantee Corporation. H.R. 4035 - Pension Budget Integrity Act of 2019. Single-Employer Pension Plans.
Client expense: $3,080,000 · Firm income: Not reported
Government targets: Air Force, Dept of, Army, Dept of (Other), Commerce, Dept of (DOC), Defense, Dept of (DOD), Energy, Dept of, Environmental Protection Agency (EPA), Export-Import Bank of the United States (EXIM Bank), Federal Aviation Administration (FAA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Labor, Dept of (DOL), Natl Economic Council (NEC), Natl Security Council (NSC), Navy, Dept of, Office of the Vice President of the United States, SENATE, State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office
2020 · first_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 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 Nomination of Gordon Hartogensis to be Director of the Pension Benefit Guaranty Corporation Various issues relating to multiemployer pension plan; multiemployer pension recapitalization and reform plan (MPRRP); single employer defined plan premiums; single employer defined contribution plans and defined benefit plans; missing participants; e-delivery of retirement plan disclosures and notices; 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: $15,770,000 · 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 of Economic Advisers (CEA), 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), 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 · first_quarter · Retirement
COVID mitigation, Families First Act, CARES Act PBGC premiums, Pension & Budget Integrity Act- HR 4035 ERISA and I.R.C. section 420; all provisions Paid leave General issues and regulations: pension and retirement proposals Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief Retirement Parity for Student Loans Act, S.1428 Electronic delivery Multiemployer Pension Reform Missing participant audit enforcement SECURE Act, H.R.1994 Retirement Security & Savings Act, S.1431 Pension overpayment & recoupment
Client expense: $170,000 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), Council of Economic Advisers (CEA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of
2020 · first_quarter · Financial Institutions/Investments/Securities
Beneficial Ownership Executive Compensation H.R. 2513, Corporate Transparency Act H.R. 4035, Pension and Budget Integrity Act H.R. 5116, Corporate Governance Reform and Transparency Act H.R. 5929, Shareholder Political Transparency Act H.R. 5930, Workforce Investment Disclosure Act H.R. 748, CARES Act ILLICIT CASH Act Multiemployer Pension Recapitalization and Reform Plan Multiemployer Pension Reform Proxy Advisory Firm Oversight Proxy Resubmission Thresholds S. 1889, TITLE Act S. 2563, ILLICIT CASH Act Shareholder Activism
Client expense: $3,368,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Bureau of Citizenship & Immigration Services (BCIS), Commerce, Dept of (DOC), Consumer Product Safety Commission (CPSC), Council on Environmental Quality (CEQ), Defense, Dept of (DOD), Energy, Dept of, Environmental Protection Agency (EPA), Export-Import Bank of the United States (EXIM Bank), Federal Highway Administration (FHA), 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), Interior, Dept of (DOI), Intl Trade Administration (ITA), Justice, Dept of (DOJ), Labor, Dept of (DOL), Maritime Administration (MARAD), Natl Economic Council (NEC), Natl Security Council (NSC), Office of Management & Budget (OMB), Office of the Vice President of the United States, Patent & Trademark Office (PTO), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Customs & Border Protection, U.S. Trade Representative (USTR), Vice President of the U.S., White House Office
2020 · first_quarter · Retirement
PBGC premiums, Pensions & Budget Integrity Act - H.R. 4035. ERISA and I.R.C. section 420; all provisions. Paid leave. General Issues and regulations; pension and retirement proposals. Lifetime income illustrations on benefit statements. Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief. Retirement Parity for Student Loans Act, S.1428. Electronic delivery. Multiemployer Pension Reform. Missing participant audit enforcement. SECURE Act, H.R. 1994. Retirement Security & Savings Act, S.1431. Pension overpayment & recoupment. Families First Act and CARES Act.
Client expense: Not reported · Firm income: $20,000
Government targets: Centers For Medicare and Medicaid Services (CMS), Council of Economic Advisers (CEA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of
2020 · first_quarter · Retirement
Legislative Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (pension plan relief and defined contribution plan issues) Coronavirus Preparedness and Response Supplemental Appropriations Act - H.R. 6074 (Public Law 116-123) Families First Coronavirus Response Act - H.R. 6201 (Public Law 116-127) Coronavirus Aid, Relief, and Economic Security Act (CARES) Act - H.R. 748 (Public Law 116-136) Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 Further Consolidated Appropriations Act, 2020 - H.R 1865 & H.R. 1158 - SECURE Act - H.R. 1994 Retirement Parity for Student Loans Act - S. 1428/H.R. 6276 The Retirement Security & Savings Act - S. 1431 Wall Street Tax Act of 2019 - H.R. 1516/S. 647 Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923 Retirement Security Preservation Act - S. 2352 Pension and Budget Integrity Act (PBIA) - H.R. 4035 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Plan Modernization Act - H.R. 5676 Information Needed for Financial Options Risk Mitigation (INFORM) Act - S. 3417 Tax Incentives for 401 (k) contributions Automatic 401 (k) Act Fiscal Year (FY) 2021 Budget Proposal Financial wellness Defined benefit pension plan funding rules PBGC premiums Environmental, Social and Governance (ESG) principals in investing Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) Cybersecurity Regulatory and Other Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (pension plan relief and defined contribution plan issues) Executive Order - Environmental, Social and Governance (ESG) principles in investing Executive Order on Strengthening Retirement Security in America SEC Best Interest Standard Guidance - clarification of regular rate of pay application to benefits Treasury/IRS -Pooled Employer Plans (PEPs) - comments under SERCURE Act Department of Labor Proposed Rule: Default Electronic Disclosure by Employee Pension Benefits Plans Lump sum payments to participants in pay status PBGC Proposed Rule on Lump Sum Payment Assumptions IRS Proposed New Rules under Section 162 (m) - executive compensation Cyber security DOL - Definition of Fiduciary Emergency savings ERISA Uniformity Excise tax on private foundations Form 5500 Reporting Missing Participants Mortality Tables - Improvements Multiple Employer Plans - MEPs Multiemployer pension plan issues Non-discrimination issues affecting defined benefit plans - Additional Temporary Nondiscrimination Relief for Closed Defined Benefit Plans Paid leave proposals and issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Required minimum distribution (RMD) rules related to 403 (b) plans Student loan repayment benefit
Client expense: $235,763 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
2019 · fourth_quarter · Taxation/Internal Revenue Code
HR 4549 - American Innovation and Competitiveness Act of 2019 to repeal the tax codes amortization provision for research and development spending; S 604 - Mobile Workforce State Income Tax Simplification Act of 2019 to limit the authority of states to tax employees for employment duties performed in other states; S 684/HR 748 - Middle Class Health Benefits Tax Repeal Act of 2019 to amend the Internal Revenue Code of 1986 to repeal the excise tax on high cost employee sponsored plans including issues related to the R&D credit, healthcare and paid leave, prescription drug cost issues, surprise billing, health savings account; HR 1865 - Further Consolidated Appropriations Act, 2020 to repeal of health care tax and reauthorization of the Terrorism Risk Insurance Act; Discussions on the corporate tax rate; HR 4035 - Pension and Budget Integrity Act of 2019 including issues related to Pension Benefit Guaranty Corporation (PBGC) education
Client expense: $3,140,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Air Force, Dept of, Army, Dept of (Other), Defense, Dept of (DOD), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Interior, Dept of (DOI), Navy, Dept of, SENATE, State, Dept of (DOS)
2019 · fourth_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. 972 - Retirement Enhancement and Savings Act of 2019 - section 206. H.R. 1994 - Setting Every Community Up for Retirement Enhancement Act of 2019 - section 206. H.R. 4035 - The Pension and Budget Integrity Act - all sections.
Client expense: $100,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), HOUSE OF REPRESENTATIVES, SENATE
2019 · fourth_quarter · Retirement
H.R. 4035 - Pension and Budget Integrity Act and other issues relating to retirement generally.
Client expense: $639,152 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office
2019 · fourth_quarter · Retirement
H.R. 397, Rehabilitation for Multiemployer Pensions 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 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 Nomination of Gordon Hartogensis to be Director of the Pension Benefit Guaranty Corporation Various issues relating to multiemployer pension plan; multiple employer plans; single employer defined plan premiums; single employer defined contribution plans and defined benefit plans; electronic disclosure; e-delivery of retirement plan disclosures and notices; Senate white paper on multiemployer pension recapitalization and reform plan
Client expense: $16,900,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Army, Dept of (Corps of Engineers), 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), Interior, Dept of (DOI), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Economic Council (NEC), 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), 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
2019 · fourth_quarter · Retirement
H.R. 1994 - Setting Every Community Up for Retirement Enhancement Act, H.R. 4035 - Pension Benefit Integrity Act of 2019, S. 972 - Retirement Enhancement and Savings Act of 2019: Issues related to retirement security.
Client expense: $80,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2019 · fourth_quarter · Financial Institutions/Investments/Securities
Beneficial Ownership Corporate Governance Fairness Act Executive Compensation H.R. 1994, SECURE Act H.R. 2513, Corporate Transparency Act H.R. 4035, Pension and Budget Integrity Act H.R. 5116, Corporate Governance Reform and Transparency Act ILLICIT CASH Act Multiemployer Pension Recapitalization and Reform Plan Multiemployer Pension Reform Proxy Advisory Firm Oversight Proxy Resubmission Thresholds S. 1889, TITLE Act S. 2563, ILLICIT CASH Act Shareholder Activism
Client expense: $8,380,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Army, Dept of (Corps of Engineers), Commerce, Dept of (DOC), Consumer Product Safety Commission (CPSC), Council on Environmental Quality (CEQ), Defense, Dept of (DOD), Energy, Dept of, Environmental Protection Agency (EPA), Export-Import Bank of the United States (EXIM Bank), Federal Communications Commission (FCC), Federal Trade Commission (FTC), Food & Drug Administration (FDA), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Health Resources & Services Administration (HRSA), Homeland Security, Dept of (DHS), Interior, Dept of (DOI), Labor, Dept of (DOL), Natl Economic Council (NEC), Natl Institute of Standards & Technology (NIST), Natl Oceanic & Atmospheric Administration (NOAA), Natl Security Council (NSC), Natl Telecommunications & Information Administration (NTIA), Office of Management & Budget (OMB), Office of the Secretary of Defense, Office of the Vice President of the United States, Patent & Trademark Office (PTO), Postal Regulatory Commission, SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Customs & Border Protection, U.S. International Trade Commission (ITC), U.S. Trade Representative (USTR), Vice President of the U.S., White House Office
2019 · fourth_quarter · Retirement
PBGC premiums, Pension & Budget Integrity Act- HR 4035 ERISA and I.R.C. section 420; all provisions Paid leave General issues and regulations: pension and retirement proposals Frozen defined benefit plans and nondiscrimination testing Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief Retirement Parity for Student Loans Act, S.1428 Electronic delivery Multiemployer Pension Reform Missing participant audit enforcement SECURE Act, H.R.1994 Retirement Security & Savings Act, S.1431 Pension overpayment & recoupment
Client expense: $230,000 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), Council of Economic Advisers (CEA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of
2019 · fourth_quarter · Retirement
Multi-Employer Pension Plan Reforms. Pension Benefit Guarantee Corporation. H.R. 4035 - Pension Budget Integrity Act of 2019. H.R.1994 - Setting Every Community Up for Retirement Enhancement Act of 2019. S.972 - Retirement Enhancement and Savings Act of 2019.
Client expense: $3,400,000 · Firm income: Not reported
Government targets: Air Force, Dept of, Army, Dept of (Other), Commerce, Dept of (DOC), Defense, Dept of (DOD), Energy, Dept of, Environmental Protection Agency (EPA), Export-Import Bank of the United States (EXIM Bank), Federal Aviation Administration (FAA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Labor, Dept of (DOL), Natl Economic Council (NEC), Natl Security Council (NSC), Navy, Dept of, Office of the Vice President of the United States, SENATE, State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office
2019 · fourth_quarter · Retirement
H.R. 1994, the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019; S. 972, Retirement Enhancement and Savings Act of 2019; PBGC pension premiums, generally; H.R. 4035, Pension and Budget Integrity Act of 2019; Pension funding issues, generally
Client expense: $860,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2019 · fourth_quarter · Retirement
PBGC premiums, Pensions & Budget Integrity Act - H.R. 4035. ERISA and L.R.C. section 420; all provisions. Paid leave. General Issues and regulations; pension and retirement proposals. Frozen defined benefit plans and nondiscrimination testing. Lifetime income illustrations on benefit statements. Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief. Retirement Parity for Student Loans Act, S.1428. Electronic delivery. Multiemployer Pension Reform. Missing participant audit enforcement. SECURE Act, H.R. 1994. Retirement Security & Savings Act, S.1431. Pension overpayment & recoupment.
Client expense: Not reported · Firm income: $20,000
Government targets: Centers For Medicare and Medicaid Services (CMS), Council of Economic Advisers (CEA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of
2019 · fourth_quarter · Retirement
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. 397 - Rehabilitation of Multiemployer Pensions Act of 2019 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: $157,281 · 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 · fourth_quarter · Retirement
Legislative Equality Act - H.R. 5/S. 788 Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 Further Consolidated Appropriations Act, 2020 - H.R 1865 & H.R. 1158 - SECURE Act - H.R. 1994 Retirement Parity for Student Loans Act - S. 1428 The Retirement Security & Savings Act - S. 1431 Wall Street Tax Act of 2019 - H.R. 1516/S. 647 Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923 Retirement Security Preservation Act - S. 2352 Pension and Budget Integrity Act (PBIA) - H.R. 4035 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Tax Incentives for 401 (k) contributions Automatic 401 (k) Act Financial wellness Fiscal Year 2020 Budget Proposal Defined benefit pension plan funding rules PBGC premiums Environmental, Social and Governance (ESG) principals in investing Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) Cybersecurity Regulatory and Other Executive Order - Environmental, Social and Governance (ESG) principles in investing Executive Order on Strengthening Retirement Security in America SEC Best Interest Standard Guidance - clarification of regular rate of pay application to benefits Department of Labor Proposed Rule: Default Electronic Disclosure by Employee Pension Benefits Plans Lump sum payments to participants in pay status PBGC Proposed Rule on Lump Sum Payment Assumptions IRS Proposed New Rules under Section 162 (m) - executive compensation Cyber security DOL - Definition of Fiduciary Emergency savings ERISA Uniformity Excise tax on private foundations Form 5500 Reporting Missing Participants Mortality Tables - Improvements Multiple Employer Plans - MEPs Multiemployer pension plan issues Non-discrimination issues affecting defined benefit plans - Additional Temporary Nondiscrimination Relief for Closed Defined Benefit Plans Paid leave proposals and issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Required minimum distribution (RMD) rules related to 403 (b) plans Student loan repayment benefit
Client expense: $319,244 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office