IRA Preservation Act of 2019

Proposals related to small business retirement issues and retirement savings issues. SIMPLE IRAs. Issues related to automatic enrollment. Partnership tax issues. Required minimum distribution issues. Proposals to assist military spouses. Issues related to emergency savings. Proposals related to net investment income. S. 321, Retirement Security Act (116th Congress). H.R. 4117, IRA Preservation Act (116th Congress). H.R. 1453/S. 1273, Military Spouses Retirement Security Act. S. 1703, Improving Access to Retirement Savings Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress), S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. S. 1233/H.R. 821, Small Business Tax Fairness and Compliance Simplification Act. H.R. 5376, Build Back Better Act. S. 2387, Small Business Tax Fairness Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. S. 4353, RISE & SHINE Act. Enhancing American Retirement Now (EARN) Act, as passed by the Senate Finance Committee.

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals related to small business retirement issues and retirement savings issues. SIMPLE IRAs. Issues related to automatic enrollment. Partnership tax issues. Required minimum distribution issues. Proposals to assist military spouses. Issues related to emergency savings. Proposals related to net investment income. S. 321, Retirement Security Act (116th Congress). H.R. 4117, IRA Preservation Act (116th Congress). H.R. 1453/S. 1273, Military Spouses Retirement Security Act. S. 1703, Improving Access to Retirement Savings Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress), S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. S. 1233/H.R. 821, Small Business Tax Fairness and Compliance Simplification Act. H.R. 5376, Build Back Better Act. S. 2387, Small Business Tax Fairness Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. S. 4353, RISE & SHINE Act. Enhancing American Retirement Now (EARN) Act, as passed by the Senate Finance Committee.

Client expense: Not reported · Firm income: $30,000

Proposals related to small business retirement issues and retirement savings issues. SIMPLE IRAs. Issues related to automatic enrollment. Partnership tax issues. Required minimum distribution issues. Proposals to assist military spouses. Issues related to Code Section 199A. Issues related to emergency savings. Proposals related to net investment income. S. 321, Retirement Security Act (116th Congress). H.R. 4117, IRA Preservation Act (116th Congress). H.R. 1453/S. 1273, Military Spouses Retirement Security Act. S. 1703, Improving Access to Retirement Savings Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress), S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. S. 1233/H.R. 821, Small Business Tax Fairness and Compliance Simplification Act. H.R. 5376, Build Back Better Act. S. 2387, Small Business Tax Fairness Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act.

Client expense: Not reported · Firm income: $40,000

Proposals related to small business retirement issues and retirement savings issues. SIMPLE IRAs. Issues related to automatic enrollment. Partnership tax issues. Required minimum distribution issues. Proposals to assist military spouses. Issues related to Code Section 199A. Issues related to emergency savings. Proposals related to net investment income. S. 321, Retirement Security Act (116th Congress). H.R. 4117, IRA Preservation Act (116th Congress). H.R. 1453/S. 1273, Military Spouses Retirement Security Act. S. 1703, Improving Access to Retirement Savings Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress), S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. S. 1233/H.R. 821, Small Business Tax Fairness and Compliance Simplification Act. H.R. 5376, Build Back Better Act. S. 2387, Small Business Tax Fairness Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act.

Client expense: Not reported · Firm income: $40,000

Proposals related to small business retirement issues and retirement savings issues. SIMPLE IRAs. Partnership tax issues. Required minimum distribution issues. Proposals to assist military spouses. Issues related to Code Section 199A. Proposals related to net investment income. S. 321, Retirement Security Act (116th Congress). H.R. 4117, IRA Preservation Act (116th Congress). H.R. 1453/S. 1273, Military Spouses Retirement Security Act. S. 1703, Improving Access to Retirement Savings Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress), S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. S. 1233/H.R. 821, Small Business Tax Fairness and Compliance Simplification Act. H.R. 5376, Build Back Better Act. S. 2387, Small Business Tax Fairness Act.

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals related to small business retirement issues and retirement savings issues. SIMPLE IRAs. Partnership tax issues. Required minimum distribution issues. Proposals to assist military spouses. Issues related to Code Section 199A. Proposals related to net investment income. S. 321, Retirement Security Act (116th Congress). H.R. 4117, IRA Preservation Act (116th Congress). H.R. 1453/S. 1273, Military Spouses Retirement Security Act. S. 1703, Improving Access to Retirement Savings Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress), S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. S. 1233/H.R. 821, Small Business Tax Fairness and Compliance Simplification Act. H.R. 5376, Build Back Better Act. S. 2387, Small Business Tax Fairness Act.

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S.1431, "Retirement Security & Savings Act of 2019" (all provisions, including provisions related to IRA preservation and distribution taxes); H.R. 4117, "IRA Preservation Act of 2019" (entire bill); H.R. 2954, "Securing a Strong Retirement Act of 2021," (all provisions related to IRA preservation and distribution taxes)

Client expense: Not reported · Firm income: $340,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals related to small business retirement issues and retirement savings issues. SIMPLE IRAs. Partnership tax issues. Required minimum distribution issues. Proposals to assist military spouses. Issues related to Code Section 199A. S. 321, Retirement Security Act (116th Congress). H.R. 4117, IRA Preservation Act (116th Congress). H.R. 1453/S. 1273, Military Spouses Retirement Security Act. S. 1703, Improving Access to Retirement Savings Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress), S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. S. 1233/H.R. 821, Small Business Tax Fairness and Compliance Simplification Act. H.R. 5376, Build Back Better Act.

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals related to small business retirement issues and retirement savings issues. SIMPLE IRAs. Partnership tax issues. Required minimum distribution issues. Proposals to assist military spouses. Issues related to Code Section 199A. S. 321, Retirement Security Act (116th Congress). H.R. 4117, IRA Preservation Act (116th Congress). H.R. 1453/S. 1273, Military Spouses Retirement Security Act. S. 1703, Improving Access to Retirement Savings Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress), S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. S. 1233/H.R. 821, Small Business Tax Fairness and Compliance Simplification Act. H.R. 5376, Build Back Better Act.

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S.1431, "Retirement Security & Savings Act of 2019" (all provisions, including provisions related to IRA preservation and distribution taxes); H.R. 4117, "IRA Preservation Act of 2019" (entire bill); H.R. 2954, "Securing a Strong Retirement Act of 2021," (all provisions related to IRA preservation and distribution taxes)

Client expense: Not reported · Firm income: $310,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals related to small business retirement issues and retirement savings issues. SIMPLE IRAs. Required minimum distribution issues. Proposals to assist military spouses. S. 321, Retirement Security Act (116th Congress). H.R. 4117, IRA Preservation Act (116th Congress). H.R. 1453/S. 1273, Military Spouses Retirement Security Act. S. 1703, Improving Access to Retirement Savings Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress), S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act.

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals related to small business retirement issues and retirement savings issues. SIMPLE IRAs. Required minimum distribution issues. Proposals to assist military spouses. S. 321, Retirement Security Act (116th Congress). H.R. 4117, IRA Preservation Act (116th Congress). H.R. 1453/S. 1273, Military Spouses Retirement Security Act. S. 1703, Improving Access to Retirement Savings Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress), S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act.

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S.1431, "Retirement Security & Savings Act of 2019" (all provisions, including provisions related to IRA preservation and distribution taxes); H.R. 4117, "IRA Preservation Act of 2019" (entire bill)

Client expense: Not reported · Firm income: $250,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 133 - Consolidated Appropriations Act, 2021; provisions relating to programs intended to mitigate the effects of COVID-19 H.R. 1018 - Improving Corporate Governance Through Diversity Act of 2019; entire bill H.R. 1876 - Senior Security Act of 2019; entire bill H.R. 4117 - IRA Preservation Act of 2019; entire bill H.R. 5084 - Improving Corporate Governance Through Diversity Act of 2019; entire bill H.R. 6339 - To temporarily ban stock buybacks until the impact of COVID-19 on the American financial system has ended; entire bill H.R. 6371 - To amend the Securities Exchange Act of 1934 to require issuers to disclose risks related to global pandemics, and for other purposes; entire bill H.R. 6395 - the William M. (Mac) Thornberry National Defense Authorization Act for Fiscal Year 2021; provisions relating to cybersecurity and AML/beneficial ownership H.R. 6994 - Registration for Index-Linked Annuities Act; entire bill S. 945 - Holding Foreign Companies Accountable Act; entire bill S. 3456 - Consumer Data Privacy and Security Act of 2020; entire bill S. 3795 - Registration for Index Linked Annuities Act of 2020; entire bill S. 3962 - Asset Growth Restriction Act; entire bill S. 4116 - A bill to extend the authority for commitments for the paycheck protection program and separate amounts authorized for other loans under section 7(a) of the Small Business Act, and for other purposes; entire bill Not Yet Introduced: Bipartisan Privacy bill; entire bill Not Yet Introduced: Diverse Investment Advisors Act; entire bill Not Yet Introduced: Consumer Data Privacy Act; provisions including those relating to data collection, privacy and protection of data, algorithms, definitions, control, enforcement and preemption Not Yet Introduced: LIBOR Transition Assistance Act; entire bill Not Yet Introduced: E-delivery legislation

H.R. 1907 (Retirement Security for American Workers Act); H.R. 1993 (To amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the rules relating to multiple employer plans and pooled employer plans and to modify PBGC premiums for CSEC plans); Tax incentives for retirement savings; SEC Final Regulation Best Interest; Electronic delivery of retirement plan documents and disclosures; Public Law 116-136, CARES Act; H.R. 4117 (IRA Preservation Act of 2019); S.1428/H.R.6276 (Retirement Parity for Student Loans Act); S. 1431 (Retirement Security and Savings Act of 2019), various retirement and savings provisions); SECURE Act 2.0, not yet introduced (provisions relating to RMD safe harbor and age increase, employer matching incentives, catch-up contribution increases, and student loan payments); H.R. 8696 (Securing a Strong Retirement Act of 2020).

Client expense: $2,250,000 · Firm income: Not reported

S.1431, "Retirement Security & Savings Act of 2019" (all provisions, including provisions related to IRA preservation and distribution taxes); H.R. 4117, "IRA Preservation Act of 2019" (entire bill)

Client expense: Not reported · Firm income: $400,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of

H.R. 1994, Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 H.R. 4117, IRA Preservation Act of 2019

Client expense: $2,940,000 · Firm income: Not reported

H.R. 1018 - Improving Corporate Governance Through Diversity Act of 2019; entire bill H.R. 1595 - Secure and Fair Enforcement Banking Act of 2019 or the SAFE Banking Act of 2019; provisions relating to provision of services to legitimate state-approved businesses H.R. 1876 - Senior Security Act of 2019; entire bill H.R. 2513 - Corporate Transparency Act of 2019; entire bill H.R. 4117 - IRA Preservation Act of 2019; entire bill H.R. 4335 - 8-K Trading Gap Act of 2019; entire bill H.R. 5084 - Improving Corporate Governance Through Diversity Act of 2019; entire bill H.R. 6339 - To temporarily ban stock buybacks until the impact of COVID-19 on the American financial system has ended; entire bill H.R. 6364 - Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2020; entire bill H.R. 6371 - To amend the Securities Exchange Act of 1934 to require issuers to disclose risks related to global pandemics, and for other purposes; entire bill H.R. 6994 - Registration for Index-Linked Annuities Act; entire bill H.R. 7777 - Paycheck Protection Small Business Forgiveness Act; entire bill S. 603 - Financial Stability Oversight Council Improvement Act of 2019; entire bill S. 945 - Holding Foreign Companies Accountable Act; entire bill S. 3456 - Consumer Data Privacy and Security Act of 2020; entire bill S. 3795 - Registration for Index Linked Annuities Act of 2020; entire bill S. 3962 - Asset Growth Restriction Act; entire bill S. 4116 - A bill to extend the authority for commitments for the paycheck protection program and separate amounts authorized for other loans under section 7(a) of the Small Business Act, and for other purposes; entire bill S. 4117 - Paycheck Protection Small Business Forgiveness Act; entire bill Not Yet Introduced: Bipartisan Privacy bill; entire bill Not Yet Introduced: Diverse Investment Advisors Act; entire bill Not Yet Introduced: Consumer Data Privacy Act; provisions including those relating to data collection, privacy and protection of data, algorithms, definitions, control, enforcement and preemption

H.R. 1439 (Increase Access to a Secure Retirement Act of 2019); H.R. 1516 (Wall Street Tax Act of 2019); H.R. 1876 (Senior Security Act of 2019); H.R. 1907 (Retirement Security for American Workers Act); H.R. 1993 (To amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the rules relating to multiple employer plans and pooled employer plans and to modify PBGC premiums for CSEC plans); H.R. 1994 (Setting Every Community up for Retirement Enhancement (SECURE) Act of 2019); S. 647 (Wall Street Tax Act of 2019); S. 1431 (Retirement Security and Savings Act of 2019); S. 1719 (Senior Security Act of 2019); Tax incentives for retirement savings; SEC Final Regulation Best Interest; Senior Investor Report and Hold concept legislation; Electronic delivery of retirement plan documents and disclosures; Public Law 116-136, CARES Act; H.R. 4117 (IRA Preservation Act of 2019); H.R.6800 (The Heroes Act); S.1428/H.R.6276 (Retirement Parity for Student Loans Act); S. 1431 (Retirement Security and Savings Act of 2019), various retirement and savings provisions); SECURE Act 2.0, not yet introduced (provisions relating to RMD safe harbor and age increase, employer matching incentives, catch-up contribution increases, and student loan payments); Department of Labor proposed rule on defining plan fiduciaries' duties under ERISA; Department of Labor proposed prohibited transaction exemption on investment advice; Department of Labor Proposed proxy advisor rule; Department of Labor proposed ESG rule.

Client expense: $1,400,000 · Firm income: Not reported

H.R. 1994, Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 H.R. 4117, IRA Preservation Act of 2019

Client expense: $2,930,000 · Firm income: Not reported

S.1431, "Retirement Security & Savings Act of 2019" (all provisions, including provisions related to IRA preservation and distribution taxes); H.R. 4117, "IRA Preservation Act of 2019" (entire bill)

Client expense: Not reported · Firm income: $160,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 1439 (Increase Access to a Secure Retirement Act of 2019); H.R. 1516 (Wall Street Tax Act of 2019); H.R. 1876 (Senior Security Act of 2019); H.R. 1907 (Retirement Security for American Workers Act); H.R. 1993 (To amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the rules relating to multiple employer plans and pooled employer plans and to modify PBGC premiums for CSEC plans); H.R. 1994 (Setting Every Community up for Retirement Enhancement (SECURE) Act of 2019); S. 647 (Wall Street Tax Act of 2019); S. 1431 (Retirement Security and Savings Act of 2019); S. 1719 (Senior Security Act of 2019); Senior investor protection legislation; Tax incentives for retirement savings; SEC Final Regulation Best Interest; Senior Investor Report and Hold concept legislation; Electronic delivery of retirement plan documents and disclosures; Public Law 116-136, CARES Act; H.R. 4117 (IRA Preservation Act of 2019); H.R.6800 (The Heroes Act); S.1428/H.R.6276 (Retirement Parity for Student Loans Act); S. 1431 (Retirement Security and Savings Act of 2019), various retirement and savings provisions); SECURE Act 2.0, not yet introduced (provisions relating to RMD safe harbor and age increase, employer matching incentives, catch-up contribution increases, and student loan payments); Department of Labor proposed rule on defining plan fiduciaries' duties under ERISA; Department of Labor proposed prohibited transaction exemption on investment advice.

Client expense: $1,450,000 · Firm income: Not reported

S.1431, "Retirement Security & Savings Act of 2019" (all provisions, including provisions related to IRA preservation and distribution taxes); H.R. 4117, "IRA Preservation Act of 2019" (entire bill)

Client expense: Not reported · Firm income: $180,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues in support of providing for electronic delivery of ERISA mandated retirement information, including the RETIRE Act and Proposed Rule 1210-AB90 Issues related to tax incentives for retirement savings Issues related to employee benefit plan administration Issues related to limitations on retirement plan contributions or assets Issues related to retirement coverage proposals Issues related to auto-enrollment safe harbor Issues related to improving and enhancing retirement plans Issues related to S.1431 the Retirement Security and Savings Act of 2019 Issues related to universal savings account vehicles Issues related to portable retirement accounts Issues related to allowing collective investment trusts in 403(b) plans, including H.R. 6257 the Public Service Retirement Fairness Act of 2020 Issues related to retirement planning services Issues related to H.R. 4117 the IRA Preservation Act of 2019 Issues related to fiscal stimulus, including H.R. 748 the Coronavirus Aid, Relief, and Economic Security (CARES) Act, and H.R. 6899 the HEROES Act

Client expense: $690,000 · Firm income: Not reported

H.R. 1994, Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 H.R. 4117, IRA Preservation Act of 2019

Client expense: $2,730,000 · Firm income: Not reported

H.R. 1994, Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 H.R. 4117, IRA Preservation Act of 2019

Client expense: $2,400,000 · Firm income: Not reported

Issues in support of providing for electronic delivery of ERISA mandated retirement information, including the RETIRE Act and Proposed Rule 1210-AB90 Issues related to tax incentives for retirement savings Issues related to employee benefit plan administration Issues related to limitations on retirement plan contributions or assets Issues related to retirement coverage proposals Issues related to auto-enrollment safe harbor Issues related to improving and enhancing retirement plans Issues related to S.1431 the Retirement Security and Savings Act of 2019 Issues related to universal savings account vehicles Issues related to portable retirement accounts Issues related to allowing collective investment trusts in 403(b) plans Issues related to retirement planning services Issues related to H.R. 4117 the IRA Preservation Act of 2019 Issues related to H.R. 6257 the Public Service Retirement Fairness Act Issues related to fiscal stimulus, including H.R. 748 the Coronavirus Aid, Relief, and Economic Security (CARES) Act

Client expense: $770,000 · Firm income: Not reported

S.1431, "Retirement Security & Savings Act of 2019" (all provisions, including provisions related to IRA preservation and distribution taxes); H.R. 4117, "IRA Preservation Act of 2019" (entire bill)

Client expense: Not reported · Firm income: $100,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 1994, Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 H.R. 4117, IRA Preservation Act of 2019

Client expense: $2,435,000 · Firm income: Not reported

Issues in support of providing for electronic delivery of ERISA mandated retirement information, including the RETIRE Act and Proposed Rule 1210-AB90 Issues related to tax incentives for retirement savings Issues related to employee benefit plan administration Issues related to limitations on retirement plan contributions or assets Issues related to multiple employer retirement plans Issues related to retirement coverage proposals Issues related to auto-enrollment safe harbor Issues related to improving and enhancing retirement plans Issues related to H.R.1994 Setting Every Community up for Retirement Enhancement Act of 2019 Issues related to S.1431 Retirement Security and Savings Act of 2019 Issues related to lifetime income disclosure mandates Issues related to universal savings account vehicles Issues related to portable retirement accounts Issues related to allowing collective investment trusts in 403(b) plans Issues related to retirement planning services Issues related to retirement savings in H.R.1865, the Further Consolidated Appropriations Act Issues related to H.R.4117 IRA Preservation Act of 2019

Client expense: $520,000 · Firm income: Not reported

S.1431, "Retirement Security & Savings Act of 2019" (all provisions, including provisions related to IRA preservation and distribution taxes); H.R. 4117, "IRA Preservation Act of 2019" (entire bill)

Client expense: Not reported · Firm income: $180,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 1994, Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 H.R. 4117, IRA Preservation Act of 2019

Client expense: $2,161,000 · Firm income: Not reported

S.1431, "Retirement Security & Savings Act of 2019" (all provisions, including provisions related to IRA preservation and distribution taxes); H.R. 4117, "IRA Preservation Act of 2019" (entire bill)

Client expense: Not reported · Firm income: $140,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE