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Retirement Savings Lost and Found Act
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Retirement Savings Lost and Found Act This bill requires the Department of the Treasury and the Social Security Administration (SSA) to create an online Retirement Savings Lost and Found (RSLF) to assist individuals in locating certain employer-sponsored retirement accounts. The RSLF must provide plan participants or beneficiaries only with the ability to view contact information for the administrator of a plan that is sufficient to locate the plan. The bill sets forth additional reporting and notification requirements for retirement plans. Treasury and the SSA must take precautions to (1) safeguard the privacy and security of participants' plan information, and (2) permit plan participants to opt out of inclusion in the RSLF. The bill also revises provisions that permit mandatory distributions of the balances of small retirement accounts using a rollover into an Individual Retirement Account (IRA). The bill modifies the investment options available for the distributions and increases the maximum account balance that may be subject to such a distribution. A plan must transfer unclaimed mandatory distributions that are $1,000 or less to the RSLF or to an IRA established by Treasury. The RSLF must invest funds received in Treasury securities and distribute the balance upon receiving an application from a plan participant or beneficiary.
These links require the bill number to appear in the filing's source-reported specific issue text. Client expenses and lobbying-firm income are separate disclosure fields.
Filing registrants (4)
2021 · first_quarter · Taxation/Internal Revenue Code
Legislation and rulemaking affecting annuities, variable life products and retirement savings, including Trump Administration and Congressional proposals on tax reform. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions that proposed changes to the Internal Revenue Code, including, but not limited to, the Department of the Treasury's Longevity Annuity Contracts Notice of Proposed Rulemaking (REG-115809-11). Treasury - IRS Proposed Rulemaking: Updated Life Expectancy and Distribution Period Tables Used for Purposes of Determining Minimum Required Distributions (26 CFR Part 1 [REG-132210-18] RIN 1545-BP11). Treasury - IRS Proposed Rulemaking: Multiple Employer Plans (26 CFR Part 1 [REG-121508-18] RIN 1545-BO97). DOL - EBSA Request for Information - Open MEPs and Other Issues under Section 3(5) of the Employee Retirement Income Security Act (29 CFR Parts 2510). DOL - EBSA Proposed PTE for Pooled Employer Plans Under the SECURE Act and Other Multiple Employer Plans RFI (85 FR 36880 - Application No. D-12010 - Document Number: 2020-13142). DOL - EBSA - Financial Factors in Selecting Plan Investments - ZRIN 1210-AB95 Treasury Department - IRS - Multiple Employer Plans - (26 CFR Part 1 [REG-121508-18]). The Automatic Retirement Plan Act of 2017 (H.R. 4523 - 115th Congress). The Retirement Plan Simplification Act of 2017 (H.R. 4524 - 115th Congress). The Receiving Electronic Statements To Improve Retiree Earnings Act (H.R. 4610 - 115th Congress). Women's Retirement Protection Act (S.975/H.R. 2005 - 116th Congress). Retirement Security Flexibility Act of 2019 (S.1020 - 116th Congress). Refund to Rainy Day Savings Act (S.1018 - 116th Congress). 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.1011 - 116th Congress). Strengthening Financial Security Through Short-Term Savings Accounts Act of 2019 (S.1019 - 116th Congress). Savings for the Future Act (H.R. 2120 - 116th Congress). Social Security 2100 Act (S.269/H.R. 860 - 116th Congress). SIMPLE Plan Modernization Act (S.322 - 116th Congress). Retirement Security Act of 2019 (S.321 - 116th Congress). Surviving Widow(er) Income Fair Treatment (SWIFT) Act (S.345 - 116th Congress). Wall Street Tax Act of 2019 (S.647/H.R. 1516 - 116th Congress). Expanding Access to Retirement Savings for Caregivers Act (H.R. 3078 - 116th Congress). Retirement Parity for Student Loans Act (S.1428 - 116th Congress). Legacy IRA Act (S.1257 - 116th Congress). Inclusive Prosperity Act of 2019 (S.1587/H.R. 2923 - 116th Congress). Retirement Security Preservation Act of 2019 (S.2352 - 116th Congress). Securing Additional Value for Every Retirement Saver (SAVERS) Act (H.R. 6562). The Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act (H.R. 6800). The Servicemember Retirement Improvement Act (H.R. 905 - 116th Congress). The Moving Forward Act (H.R. 2 - 116th Congress). Retirement Savings Lost & Found Act 2020 (S.4192/ H.R. 7439 - 116th Congress). Addressing Missing-savings Opportunities for Retirement due to an Epidemic Act (AMORE Act) (S.4297 - 116th Congress). Military Spouses Retirement Security Act (H.R. 7927 -116th Congress). Preserving Employee Retirement Savings Act (H.R. 8083 - 116th Congress). The HEROES Act (H.R. 925 - 116th Congress). American Workers, Families, and Employers Assistance Act (S.4318 - 116th Congress). Retirement Savings and Security Act (S.1431 - 116th Congress). Securing a Strong Retirement Act of 2020 (H.R. 8696 - 116th Congress). Improving Access to Retirement Savings Act (S.5064 - 116th Congress). Lifetime Income for Employees Act (HR. 8990 - 116th Congress). American Rescue Plan Act of 2021 (Public Law No: 117-2). Implementation of Continuing Appropriations Act, 2021 and Other Extensions Act (P.L. 116-159 - 116th Congress). Implementation of the Coronavirus Aid, Relief and Economic Security (CARES) Act (Public Law No: 116-136). DOL implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury/IRS implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94).
Referred to the Subcommittee on Social Security.
Referred to the Committee on Ways and Means, and in addition to the Committee on Education and Labor, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
Introduced in House
Congress.gov source codes: 1000, Intro-H
Bills with similar content found using semantic analysis.
Sources: Congress.gov
Client expense: $130,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2021 · first_quarter · Retirement
DOL - EBSA Request for Information - Open MEPs and Other Issues under Section 3(5) of the Employee Retirement Income Security Act (29 CFR Parts 2510). DOL - EBSA Proposed PTE for Pooled Employer Plans Under the SECURE Act and Other Multiple Employer Plans RFI (85 FR 36880 - Application No. D-12010 - Document Number: 2020-13142). DOL - EBSA - Prohibited Transactions Involving Pooled Employer Plans Under the SECURE Act and Other Multiple Employer Plans - RIN: 1210-ZA28. DOL - EBSA - Financial Factors in Selecting Plan Investments - ZRIN 1210-AB95. DOL - EBSA - Improving Investment Advice for Workers and Retirees - ZRIN 1210-ZA29. DOL - EBSA - Registration Requirements for Pooled Plan Providers - RIN 1210-AB94. DOL - EBSA - Pension Benefit Statements-Lifetime Income Illustrations - RIN 1210-AB20. DOL - EBSA - Fiduciary Duties Regarding Proxy Voting and Shareholder Rights - RIN 1210-AB91. DOL - OSEC - Rescission of Department of Labor Rule on Guidance (29 CFR Part 89 - RIN 1290-AA41). EOP - Amending Executive Order 13959 - Addressing the Threat from Securities Investments That Finance Communist Chinese Military Companies (E.O. 13974 of Jan 13, 2021 - 86 FR 4875). EOP - Executive Order 13990 - Protecting Public Health and the Environment and Restoring Science to Tackle the Climate Crisis (Federal Register/Vol. 86, No. 14 - Monday, January 25, 2021). FINRA - Comment on Lessons From the COVID-19 Pandemic (Regulatory Notice 20-42). Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Treasury - IRS Proposed Rulemaking: Multiple Employer Plans (26 CFR Part 1 [REG-121508-18] RIN 1545-BO97). Treasury - IRS Proposed Rulemaking: Updated Life Expectancy and Distribution Period Tables Used for Purposes of Determining Minimum Required Distributions (26 CFR Part 1 [REG-132210-18] RIN 1545-BP11). Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. SEC - Updated Disclosure Requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts (17 CFR Parts 230, 232, 239, 240, 270, and 274). The Automatic Retirement Plan Act of 2017 (H.R. 4523 - 115th Congress). The Retirement Plan Simplification Act of 2017 (H.R. 4524 - 115th Congress). Elder Protection and Abuse Prevention Act (H.R. 6744 - 115th Congress). Women's Retirement Protection Act (S.975/H.R. 2005- 116th Congress). Retirement Security Flexibility Act of 2019 (S.1020 - 116th Congress). Refund to Rainy Day Savings Act (S.1018 - 116th Congress). 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.1011 - 116th Congress). Strengthening Financial Security Through Short-Term Savings Accounts Act of 2019 (S.1019 - 116th Congress). Savings for the Future Act (H.R. 2120 - 116th Congress). Social Security 2100 Act (S.269/H.R. 860 - 116th Congress). SIMPLE Plan Modernization Act (S.322 - 116th Congress). Retirement Security Act of 2019 (S.321 - 116th Congress). Surviving Widow(er) Income Fair Treatment (SWIFT) Act (S.345 - 116th Congress). SEC Disclosure Effectiveness Testing Act (H.R. 1815 - 116th Congress). Retirement Security for American Workers Act (H.R. 1907 - 116th Congress). Expanding Access to Retirement Savings for Caregivers Act (H.R. 3078 - 116th Congress). Retirement Parity for Student Loans Act (S.1428 - 116th Congress). Legacy IRA Act (S.1257 - 116th Congress). Retirement Security Preservation Act of 2019 (S.2352 - 116th Congress). Securing and Enabling Commerce Using Remote and Electronic Notarization Act of 2020 (H.R. 6364). Securing Additional Value for Every Retirement Saver (SAVERS) Act (H.R.6562). Application of ERISA to Insurance Company General Accounts and General Account Contracts (H.R. 7278 - 115th Session). The Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act (H.R. 6800). Senior Investor Pandemic and Fraud Protection Act - House Financial Services National Security, International Development and Monetary Policy Subcommittee (Discussion Draft). The Servicemember Retirement Improvement Act (H.R. 905 - 116th Congress). Registered Index Linked Annuity Act (S.3795/H.R. 6994 - 116th Congress). 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 (H.R.7617 - 116th Congress). Retirement Savings Lost & Found Act 2020 (S.4192/H.R. 7439 - 116th Congress). The Edith Shorougian Senior Victims of Fraud Compensation Act (Ediths Bill) (S.3487/H.R.7620 - 116th Congress). Addressing Missing-savings Opportunities for Retirement due to an Epidemic Act (AMORE Act) (S.4297 - 116th Congress). Military Spouses Retirement Security Act (H.R. 7927 - 116th Congress). Preserving Employee Retirement Savings Act (H.R. 8083 - 116th Congress). The E-SIGN Modernization Act. (S.4159 - 116th Congress). The HEROES Act (H.R. 925 - 116th Congress). American Workers, Families, and Employers Assistance Act (S.4318 - 116th Congress). Retirement Savings and Security Act (S.1431 - 116th Congress). Securing a Strong Retirement Act of 2020 (H.R. 8696 - 116th Congress). Improving Access to Retirement Savings Act (S.5064 - 116th Congress). Lifetime Income for Employees Act (HR. 8990 - 116th Congress). Senior Security Act (S.856/H.R. 1565 - 117th Congress). The Secure and Fair Enforcement (SAFE) Banking Act (S.910/H.R. 1996 - 117th Congress). American Rescue Plan Act of 2021 (Public Law No: 117-2). Implementation of Continuing Appropriations Act, 2021 and Other Extensions Act (P.L. 116-159 - 116th Congress). Implementation of Coronavirus Aid, Relief and Economic Security (CARES) Act (Public Law No: 116-136). DOL implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury/IRS implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94).
Client expense: $130,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2021 · first_quarter · Retirement
Issues related to retirement savings. Issues related to automatic rollovers, missing participants, PBGC, and cash-out limits. H.R. 5676, Retirement Plan Modernization Act (116th Congress). S. 1431, Retirement Security and Savings Act (116th Congress). H.R. 7439/S. 4192, Retirement Savings Lost and Found Act (116th Congress). H.R. 8696, Securing A Strong Retirement Act (116th Congress).
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2021 · first_quarter · Taxation/Internal Revenue Code
Issues related to retirement savings. Issues related to automatic rollovers, missing participants, PBGC, and cash-out limits. H.R. 5676, Retirement Plan Modernization Act (116th Congress). S. 1431, Retirement Security and Savings Act (116th Congress). H.R. 7439/S. 4192, Retirement Savings Lost and Found Act (116th Congress). H.R. 8696, Securing A Strong Retirement Act (116th Congress).
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · fourth_quarter · Taxation/Internal Revenue Code
Legislation and rulemaking affecting annuities, variable life products and retirement savings, including Trump Administration and Congressional proposals on tax reform. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions that proposed changes to the Internal Revenue Code, including, but not limited to, the Department of the Treasury's Longevity Annuity Contracts Notice of Proposed Rulemaking (REG-115809-11). Treasury - IRS Proposed Rulemaking: Updated Life Expectancy and Distribution Period Tables Used for Purposes of Determining Minimum Required Distributions (26 CFR Part 1 [REG-132210-18] RIN 1545-BP11). Treasury - IRS Proposed Rulemaking: Multiple Employer Plans (26 CFR Part 1 [REG-121508-18] RIN 1545-BO97). DOL - EBSA Request for Information - Open MEPs and Other Issues under Section 3(5) of the Employee Retirement Income Security Act (29 CFR Parts 2510). DOL - EBSA Proposed PTE for Pooled Employer Plans Under the SECURE Act and Other Multiple Employer Plans RFI (85 FR 36880 - Application No. D-12010 - Document Number: 2020-13142). DOL - EBSA - Financial Factors in Selecting Plan Investments - ZRIN 1210-AB95 Treasury Department - IRS - Multiple Employer Plans - (26 CFR Part 1 [REG-121508-18]). The Automatic Retirement Plan Act of 2017 (H.R. 4523 - 115th Congress). The Retirement Plan Simplification Act of 2017 (H.R. 4524 - 115th Congress). The Receiving Electronic Statements To Improve Retiree Earnings Act (H.R. 4610 - 115th Congress). Women's Retirement Protection Act (S.975/H.R. 2005 - 116th Congress). Retirement Security Flexibility Act of 2019 (S.1020 - 116th Congress). Refund to Rainy Day Savings Act (S.1018 - 116th Congress). 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.1011 - 116th Congress). Strengthening Financial Security Through Short-Term Savings Accounts Act of 2019 (S.1019 - 116th Congress). Savings for the Future Act (H.R. 2120 - 116th Congress). Social Security 2100 Act (S.269/H.R. 860 - 116th Congress). SIMPLE Plan Modernization Act (S.322 - 116th Congress). Retirement Security Act of 2019 (S.321 - 116th Congress). Surviving Widow(er) Income Fair Treatment (SWIFT) Act (S.345 - 116th Congress). Wall Street Tax Act of 2019 (S.647/H.R. 1516 - 116th Congress). Expanding Access to Retirement Savings for Caregivers Act (H.R. 3078 - 116th Congress). Retirement Parity for Student Loans Act (S.1428 - 116th Congress). Legacy IRA Act (S.1257 - 116th Congress). Inclusive Prosperity Act of 2019 (S.1587/H.R. 2923 - 116th Congress). Retirement Security Preservation Act of 2019 (S.2352 - 116th Congress). Securing Additional Value for Every Retirement Saver (SAVERS) Act (H.R. 6562). The Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act (H.R. 6800). The Servicemember Retirement Improvement Act (H.R. 905 - 116th Congress). The Moving Forward Act (H.R. 2 - 116th Congress). Retirement Savings Lost & Found Act 2020 (S.4192/ H.R. 7439 - 116th Congress). Addressing Missing-savings Opportunities for Retirement due to an Epidemic Act (AMORE Act) (S.4297 - 116th Congress). Military Spouses Retirement Security Act (H.R. 7927 -116th Congress). Preserving Employee Retirement Savings Act (H.R. 8083 - 116th Congress). The HEROES Act (H.R. 925 - 116th Congress). American Workers, Families, and Employers Assistance Act (S.4318 - 116th Congress). Retirement Savings and Security Act (S.1431 - 116th Congress). Securing a Strong Retirement Act of 2020 (H.R. 8696 - 116th Congress). Improving Access to Retirement Savings Act (S.5064 - 116th Congress). Lifetime Income for Employees Act (HR. 8990 - 116th Congress). Implementation of Continuing Appropriations Act, 2021 and Other Extensions Act (P.L. 116-159 - 116th Congress). Implementation of the Coronavirus Aid, Relief and Economic Security (CARES) Act (Public Law No: 116-136). DOL implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury/IRS implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94).
Client expense: $160,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2020 · fourth_quarter · Retirement
DOL - EBSA Request for Information - Open MEPs and Other Issues under Section 3(5) of the Employee Retirement Income Security Act (29 CFR Parts 2510). DOL - EBSA Proposed PTE for Pooled Employer Plans Under the SECURE Act and Other Multiple Employer Plans RFI (85 FR 36880 - Application No. D-12010 - Document Number: 2020-13142). DOL - EBSA - Prohibited Transactions Involving Pooled Employer Plans Under the SECURE Act and Other Multiple Employer Plans - RIN: 1210-ZA28. DOL - EBSA - Financial Factors in Selecting Plan Investments - ZRIN 1210-AB95. DOL - EBSA - Improving Investment Advice for Workers and Retirees - ZRIN 1210-ZA29. DOL - EBSA - Registration Requirements for Pooled Plan Providers - RIN 1210-AB94. DOL - EBSA - Pension Benefit Statements-Lifetime Income Illustrations - RIN 1210-AB20. DOL - EBSA - Fiduciary Duties Regarding Proxy Voting and Shareholder Rights - RIN 1210-AB91. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Treasury - IRS Proposed Rulemaking: Multiple Employer Plans (26 CFR Part 1 [REG-121508-18] RIN 1545-BO97). Treasury - IRS Proposed Rulemaking: Updated Life Expectancy and Distribution Period Tables Used for Purposes of Determining Minimum Required Distributions (26 CFR Part 1 [REG-132210-18] RIN 1545-BP11). Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. SEC - Updated Disclosure Requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts (17 CFR Parts 230, 232, 239, 240, 270, and 274). The Automatic Retirement Plan Act of 2017 (H.R. 4523 - 115th Congress). The Retirement Plan Simplification Act of 2017 (H.R. 4524 - 115th Congress). Elder Protection and Abuse Prevention Act (H.R. 6744 - 115th Congress). Women's Retirement Protection Act (S.975/H.R. 2005- 116th Congress). Retirement Security Flexibility Act of 2019 (S.1020 - 116th Congress). Refund to Rainy Day Savings Act (S.1018 - 116th Congress). 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.1011 - 116th Congress). Strengthening Financial Security Through Short-Term Savings Accounts Act of 2019 (S.1019 - 116th Congress). Savings for the Future Act (H.R. 2120 - 116th Congress). Social Security 2100 Act (S.269/H.R. 860 - 116th Congress). SIMPLE Plan Modernization Act (S.322 - 116th Congress). Retirement Security Act of 2019 (S.321 - 116th Congress). Surviving Widow(er) Income Fair Treatment (SWIFT) Act (S.345 - 116th Congress). SEC Disclosure Effectiveness Testing Act (H.R. 1815 - 116th Congress). Retirement Security for American Workers Act (H.R. 1907 - 116th Congress). Senior Security Act (H.R. 1876 - 116th Congress). Expanding Access to Retirement Savings for Caregivers Act (H.R. 3078 - 116th Congress). Retirement Parity for Student Loans Act (S.1428 - 116th Congress). Legacy IRA Act (S.1257 - 116th Congress). Retirement Security Preservation Act of 2019 (S.2352 - 116th Congress). Implementation of Coronavirus Aid, Relief and Economic Security (CARES) Act (Public Law No: 116-136). DOL implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury/IRS implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Securing and Enabling Commerce Using Remote and Electronic Notarization Act of 2020 (H.R. 6364). Securing Additional Value for Every Retirement Saver (SAVERS) Act (H.R.6562). Application of ERISA to Insurance Company General Accounts and General Account Contracts (H.R. 7278 - 115th Session). The Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act (H.R. 6800). Senior Investor Pandemic and Fraud Protection Act - House Financial Services National Security, International Development and Monetary Policy Subcommittee (Discussion Draft). The Secure and Fair Enforcement (SAFE) Banking Act (S.1200/H.R. 1595 - 116th Congress). The Servicemember Retirement Improvement Act (H.R. 905 - 116th Congress). Registered Index Linked Annuity Act (S.3795/H.R. 6994 - 116th Congress). 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 (H.R.7617 - 116th Congress). Retirement Savings Lost & Found Act 2020 S.4192/H.R. 7439 - 116th Congress). The Edith Shorougian Senior Victims of Fraud Compensation Act (Ediths Bill) (S.3487/H.R.7620 - 116th Congress). Addressing Missing-savings Opportunities for Retirement due to an Epidemic Act (AMORE Act) (S.4297 - 116th Congress). Military Spouses Retirement Security Act (H.R. 7927 - 116th Congress). Preserving Employee Retirement Savings Act (H.R. 8083 - 116th Congress). The E-SIGN Modernization Act. (S. 4159 - 116th Congress). The HEROES Act (H.R. 925 - 116th Congress). American Workers, Families, and Employers Assistance Act (S.4318 - 116th Congress). Retirement Savings and Security Act (S.1431 - 116th Congress). Securing a Strong Retirement Act of 2020 (H.R. 8696 - 116th Congress). Improving Access to Retirement Savings Act (S.5064 - 116th Congress). Lifetime Income for Employees Act (HR. 8990 - 116th Congress). Implementation of Continuing Appropriations Act, 2021 and Other Extensions Act (P.L. 116-159 - 116th Congress).
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
H.R. 397, Rehabilitation for Multiemployer Pensions Act. S. 1431, Retirement Security & Savings Act. S. 2254, Butch Lewis Act. S. 4192/H.R. 7439, Retirement Savings Lost and Found Act. S. 5064, Improving Access to Retirement Savings Act. No bill number. Discussed the Social Security Average Wage Index (AWI). No bill number. Discussed Social Security payroll tax pause. No bill number. Discussed Grassley-Alexander multi-employer pensions draft legislation. No bill number. Comments letter to the Social Security Administration regarding interim final rule on the Waiver of Recovery of Certain Overpayment Debts Accruing During the COVID-19 Pandemic Period. S. 4180, Protecting Benefits for Retirees Act / H.R. 7499, Social Security COVID Correction and Equity Act. H.R. 8598, Emergency Social Security COLA for 2021 Act. No bill number, Statement for the record in Senate Finance Committee hearing on Investigating Challenges to American Retirement Security. H.R. 7830, Fairness for Seniors and People with Disabilities During COVID-19 Act. No bill number. Discussed potential legislation to require the Social Security Administration to send letters to beneficiaries whenever a substantive change to the program is made by Congress. No bill number. Discussed delivery of retirement disclosures by electronic and paper methods. H.R.8696, Securing a Strong Retirement Act of 2020. No bill number. Discussed State-facilitated retirement savings programs for private sector workers. No bill number. Discussed part-time worker, independent contractor, contingent worker, personal/individual and portable retirement plan issues. No bill number. Discussed fiduciary responsibility issues. No bill number. Discussed student loan and retirement saving issues for lower wage workers, including the SAVER tax credit. No bill number. Discussed retirement plan data collection, retention, dissemination and cybersecurity issues. No bill number. Discussed small employer and pooled retirement plan issues. No bill number. Discussed small retirement account cash out issues. No bill number. Discussed Individual Retirement Account (IRA) and Required Minimum Distribution (RMD) issues. No bill number. Discussed access to retirement savings for dependent care expenses. No bill number. Discussed savings for emergency expenses. No bill number. Discussed options to improve retirement savings spend down after retirement. No bill number. Submitted a Statement for the Record to the US Senate Committee on Finance on Challenges to Retirement.
H.R. 397, Rehabilitation for Multiemployer Pensions Act. S. 1431, Retirement Security & Savings Act. S. 2254, Butch Lewis Act. S. 4192/H.R. 7439, Retirement Savings Lost and Found Act. No bill number. Discussed financial exploitation. No bill number. Discussed Grassley-Alexander multi-employer pensions draft legislation. No bill number. Discussed federal tax on financial transactions. No bill number. Discussed suggestions on executive actions, rules for 117th Congress.
Client expense: $2,400,000 · Firm income: Not reported
2020 · fourth_quarter · Retirement
Issues related to retirement savings. Issues related to automatic rollovers, missing participants, PBGC, and cash-out limits. H.R. 1007/ S.972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 5676, the Retirement Plan Modernization Act. S. 1431, Retirement Security and Savings Act of 2019. S. 321, Retirement Security Act of 2019. H.R. 1865, Further Consolidated Appropriations Act 2020. H.R. 7439/S. 4192, Retirement Savings Lost and Found Act. H.R. 8696, Securing a Strong Retirement Act.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · fourth_quarter · Taxation/Internal Revenue Code
Issues related to retirement savings. Issues related to automatic rollovers, missing participants, PBGC, and cash-out limits. H.R. 1007/ S. 972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 5676, the Retirement Plan Modernization Act. S. 1431, Retirement Security and Savings Act of 2019. S. 321, Retirement Security Act of 2019. H.R. 1865, Further Consolidated Appropriations Act 2020. H.R. 7439/S. 4192, Retirement Savings Lost and Found Act. H.R. 8696, Securing a Strong Retirement Act.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · third_quarter · Retirement
H.R. 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
2020 · third_quarter · Taxation/Internal Revenue Code
Legislation and rulemaking affecting annuities, variable life products and retirement savings, including Trump Administration and Congressional proposals on tax reform. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions that proposed changes to the Internal Revenue Code, including, but not limited to, the Department of the Treasury's Longevity Annuity Contracts Notice of Proposed Rulemaking (REG-115809-11). Treasury - IRS Proposed Rulemaking: Updated Life Expectancy and Distribution Period Tables Used for Purposes of Determining Minimum Required Distributions (26 CFR Part 1 [REG-132210-18] RIN 1545-BP11). Treasury - IRS Proposed Rulemaking: Multiple Employer Plans (26 CFR Part 1 [REG-121508-18] RIN 1545-BO97). DOL - EBSA Request for Information - Open MEPs and Other Issues under Section 3(5) of the Employee Retirement Income Security Act (29 CFR Parts 2510). DOL - EBSA Proposed PTE for Pooled Employer Plans Under the SECURE Act and Other Multiple Employer Plans RFI (85 FR 36880 - Application No. D-12010 - Document Number: 2020-13142). DOL - EBSA - Financial Factors in Selecting Plan Investments - ZRIN 1210-AB95 Treasury Department - IRS - Multiple Employer Plans - (26 CFR Part 1 [REG-121508-18]). The Automatic Retirement Plan Act of 2017 (H.R. 4523 - 115th Congress). The Retirement Plan Simplification Act of 2017 (H.R. 4524 - 115th Congress). The Receiving Electronic Statements To Improve Retiree Earnings Act (H.R. 4610 - 115th Congress). Women's Retirement Protection Act (S.975/H.R. 2005 - 116th Congress). Retirement Security Flexibility Act of 2019 (S.1020 - 116th Congress). Refund to Rainy Day Savings Act (S.1018 - 116th Congress). 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.1011 - 116th Congress). Strengthening Financial Security Through Short-Term Savings Accounts Act of 2019 (S.1019 - 116th Congress). Savings for the Future Act (H.R. 2120 - 116th Congress). Social Security 2100 Act (S.269/H.R. 860 - 116th Congress). SIMPLE Plan Modernization Act (S.322 - 116th Congress). Retirement Security Act of 2019 (S.321 - 116th Congress). Surviving Widow(er) Income Fair Treatment (SWIFT) Act (S.345 - 116th Congress). Wall Street Tax Act of 2019 (S.647/H.R. 1516 - 116th Congress). Expanding Access to Retirement Savings for Caregivers Act (H.R. 3078 - 116th Congress). Retirement Parity for Student Loans Act (S.1428 - 116th Congress). Legacy IRA Act (S.1257 - 116th Congress). Inclusive Prosperity Act of 2019 (S.1587/H.R. 2923 - 116th Congress). Retirement Security Preservation Act of 2019 (S.2352 - 116th Congress). Securing Additional Value for Every Retirement Saver (SAVERS) Act (H.R. 6562). The Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act (H.R. 6800). The Servicemember Retirement Improvement Act (H.R. 905 - 116th Congress). The Moving Forward Act (H.R. 2 - 116th Congress). Retirement Savings Lost & Found Act 2020 S. 4192/ H.R. 7439 - 116th Congress). Addressing Missing-savings Opportunities for Retirement due to an Epidemic Act (AMORE Act) (S.4297 - 116th Congress). Military Spouses Retirement Security Act (H.R. 7927 -116th Congress). Preserving Employee Retirement Savings Act (H.R. 8083 - 116th Congress). The HEROES Act (H.R. 925 - 116th Congress). American Workers, Families, and Employers Assistance Act (S.4318 - 116th Congress). Implementation of the Coronavirus Aid, Relief and Economic Security (CARES) Act (Public Law No: 116-136). DOL implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury/IRS implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94).
2020 · third_quarter · Retirement
DOL - EBSA Proposed Definition of Employer under Section 3(5) of ERISA - Association Retirement Plans and Other Multiple-Employer Plans Rule (29 CFR Part 2510). DOL - EBSA Request for Information - Open MEPs and Other Issues under Section 3(5) of the Employee Retirement Income Security Act (29 CFR Parts 2510). DOL - EBSA Proposed Rulemaking Default Electronic Disclosure by Employee Pension Benefit Plans Under ERISA (29 CFR Part 2520 RIN 1210-AB90). DOL - EBSA Proposed PTE for Pooled Employer Plans Under the SECURE Act and Other Multiple Employer Plans RFI (85 FR 36880 - Application No. D-12010 - Document Number: 2020-13142). DOL - EBSA - Prohibited Transactions Involving Pooled Employer Plans Under the SECURE Act and Other Multiple Employer Plans - RIN: 1210-ZA28. DOL - EBSA - Financial Factors in Selecting Plan Investments - ZRIN 1210-AB95. DOL - EBSA - Improving Investment Advice for Workers and Retirees - ZRIN 1210-ZA29. DOL - EBSA - Registration Requirements for Pooled Plan Providers - RIN 1210-AB94. DOL - EBSA - Pension Benefit Statements-Lifetime Income Illustrations - RIN 1210-AB20. DOL - EBSA - Fiduciary Duties Regarding Proxy Voting and Shareholder Rights - RIN 1210-AB91. SEC Proposal - Updated Disclosure Requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts (17 CFR Parts 230, 232, 239, 240, 270, and 274). Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Treasury - IRS Proposed Rulemaking: Multiple Employer Plans (26 CFR Part 1 [REG-121508-18] RIN 1545-BO97). Treasury - IRS Proposed Rulemaking: Updated Life Expectancy and Distribution Period Tables Used for Purposes of Determining Minimum Required Distributions (26 CFR Part 1 [REG-132210-18] RIN 1545-BP11). Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. Department of Labor rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. The Receiving Electronic Statements to Improve Retiree Earnings Act (H.R. 4610 - 115th Congress). The Automatic Retirement Plan Act of 2017 (H.R. 4523 - 115th Congress). The Retirement Plan Simplification Act of 2017 (H.R. 4524 - 115th Congress). Elder Protection and Abuse Prevention Act (H.R. 6744 - 115th Congress). Women's Retirement Protection Act (S.975/H.R. 2005- 116th Congress). Retirement Security Flexibility Act of 2019 (S.1020 - 116th Congress). Refund to Rainy Day Savings Act (S.1018 - 116th Congress). 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.1011 - 116th Congress). Strengthening Financial Security Through Short-Term Savings Accounts Act of 2019 (S.1019 - 116th Congress). Savings for the Future Act (H.R. 2120 - 116th Congress). Social Security 2100 Act (S.269/H.R. 860 - 116th Congress). SIMPLE Plan Modernization Act (S.322 - 116th Congress). Retirement Security Act of 2019 (S.321 - 116th Congress). Surviving Widow(er) Income Fair Treatment (SWIFT) Act (S.345 - 116th Congress). SEC Disclosure Effectiveness Testing Act (H.R. 1815 - 116th Congress). Retirement Security for American Workers Act (H.R. 1907 - 116th Congress). Senior Security Act (H.R. 1876 - 116th Congress). Expanding Access to Retirement Savings for Caregivers Act (H.R. 3078 - 116th Congress). Retirement Parity for Student Loans Act (S.1428 - 116th Congress). Legacy IRA Act (S.1257 - 116th Congress). Retirement Security Preservation Act of 2019 (S.2352 - 116th Congress). Implementation of Coronavirus Aid, Relief and Economic Security (CARES) Act (Public Law No: 116-136). DOL implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury/IRS implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Securing and Enabling Commerce Using Remote and Electronic Notarization Act of 2020 (H.R. 6364). Securing Additional Value for Every Retirement Saver (SAVERS) Act (H.R.6562). Application of ERISA to Insurance Company General Accounts and General Account Contracts (H.R. 7278 - 115th Session). The Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act (H.R. 6800). Senior Investor Pandemic and Fraud Protection Act - House Financial Services National Security, International Development and Monetary Policy Subcommittee (Discussion Draft). The Secure and Fair Enforcement (SAFE) Banking Act (S.1200/H.R. 1595 - 116th Congress). The Servicemember Retirement Improvement Act (H.R. 905 - 116th Congress). Registered Index Linked Annuity Act (S.3795/H.R. 6994 - 116th Congress). 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 (H.R.7617 - 116th Congress). Retirement Savings Lost & Found Act 2020 S.4192/H.R. 7439 - 116th Congress). The Edith Shorougian Senior Victims of Fraud Compensation Act (Ediths Bill) (S.3487/H.R.7620 - 116th Congress). Addressing Missing-savings Opportunities for Retirement due to an Epidemic Act (AMORE Act) (S.4297 - 116th Congress). Military Spouses Retirement Security Act (H.R. 7927 - 116th Congress). Preserving Employee Retirement Savings Act (H.R. 8083 - 116th Congress). The E-SIGN Modernization Act. (S. 4159 - 116th Congress). The HEROES Act (H.R. 925 - 116th Congress). American Workers, Families, and Employers Assistance Act (S.4318 - 116th Congress).
2020 · third_quarter · Retirement
Issues related to retirement savings. Issues related to automatic rollovers, missing participants, PBGC, and cash-out limits. H.R. 1007/ S.972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 5676, the Retirement Plan Modernization Act. S. 1431, Retirement Security and Savings Act of 2019. S. 321, Retirement Security Act of 2019. H.R. 1865, Further Consolidated Appropriations Act 2020. H.R. 7439/S. 4192, Retirement Savings Lost and Found Act.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · third_quarter · Taxation/Internal Revenue Code
Issues related to retirement savings. Issues related to automatic rollovers, missing participants, PBGC, and cash-out limits. H.R. 1007/ S. 972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 5676, the Retirement Plan Modernization Act. S. 1431, Retirement Security and Savings Act of 2019. S. 321, Retirement Security Act of 2019. H.R. 1865, Further Consolidated Appropriations Act 2020. H.R. 7439/S. 4192, Retirement Savings Lost and Found Act.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
No bill number. $500 economic stimulus payments for SSA and SSI beneficiaries with dependent children. No bill number. Submitted comments on proposed rule regarding Debt Collection Practices (Regulation F). No bill number. Submitted comments on proposed rules regarding National Banks and Federal Savings Associations as Lenders. No bill number. Discussed CARES Act economic impact payments. No bill number. Discussed garnishment of CARES Act economic impact payments by creditors. H.R. 397, Rehabilitation for Multiemployer Pensions Act. S. 1431, Retirement Security & Savings Act. S. 2254, Butch Lewis Act. S. 4192/H.R. 7439, Retirement Savings Lost and Found Act. No bill number. Discussed multi-employer pensions.
Client expense: $1,880,000 · Firm income: Not reported
No bill number. Discussed permitting electronic delivery to be the default method for providing important retirement plan disclosures and notices and discussed delivery of retirement disclosures by electronic and paper delivery methods. No bill number. Discussed private sector retirement reform issues, including establishment of a national automatic retirement system. No bill number. Discussed state facilitated retirement savings programs for private sector workers. No bill number. Discussed part-time worker, independent contractor, contingent worker, personal/individual and portable retirement plan issues. No bill number. Discussed multi-employer pension plan issues. No bill number. Discussed fiduciary responsibility issues. No bill number. Discussed student loans and retirement saving issues. No bill number. Discussed retirement plan data collection, retention, dissemination and cybersecurity issues. No bill number. Discussed small employer and pooled retirement plans. No bill number. Discussed small retirement account cash out issues. No bill number. Discussed Individual Retirement Accounts (IRA). No bill number. Discussed Required Minimum Distributions (RMD). No bill number. Discussed access to retirement savings for dependent care expenses. No bill number. Discussed savings for emergency expenses. No bill number. Discussed retirement savings distribution options. No bill number. Submitted testimony to the Department of Labor on fiduciary responsibilities. No bill number. Submitted testimony to US Senate Special Committee on Aging on Women and Retirement. No bill number. Submitted a statement for the record to the House Ways and Means Committees Subcommittee on Social Security on The Impact of COVID-19 on Social Security and Its Beneficiaries. No bill number. Discussed Social Security payroll tax deferral and potential elimination. H.J. Res 94, Providing for congressional disapproval of the rule relating to "Relief with Respect to Employment Tax Deadlines Applicable to Employers Affected by the Ongoing Coronavirus (COVID-19) Disease 2019 Pandemic. H.R. 7830, Fairness for Seniors and People with Disabilities During COVID-19 Act. H.R. 4907/S. 2733, TRUST Act. S. 4180, Protecting Benefits for Retirees Act. H.R. 7499, Social Security COVID Correction and Equity Act. No bill number. Discussed Social Securitys 85th Anniversary and shared public opinion polling. No bill number. Discussed The Fundamentals of Social Security via a virtual Hill briefing. No bill number. Discussed $500 CARES Act child dependent payments to eligible non-filing federal beneficiaries. S.4495, Automatic Cash Assistance Act. H.R. 8171, Save Our Social Security Now Act. No bill number, discussed the anticipated 2021 Social Security cost-of-living adjustment. HR 925, Updated Health and Economic Recovery Omnibus Emergency Solutions Act (Updated HEROES). S 4318, American Workers, Families, and Employers Assistance Act (HEALS). H.R. 397, Rehabilitation for Multiemployer Pensions Act. S. 1431, Retirement Security & Savings Act. S. 2254, Butch Lewis Act. S. 4192/H.R. 7439, Retirement Savings Lost and Found Act. No bill number. Discussed multi-employer pensions.
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
2020 · second_quarter · Taxation/Internal Revenue Code
Issues related to retirement savings. Issues related to automatic rollovers, missing participants, PBGC, and cash-out limits. H.R. 1007/ S. 972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 5676, the Retirement Plan Modernization Act. S. 1431, Retirement Security and Savings Act of 2019. S. 321, Retirement Security Act of 2019. H.R. 1865, Further Consolidated Appropriations Act 2020. H.R. 7439, To establish the Retirement Savings Lost and Found, and for other purposes.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · second_quarter · Retirement
Issues related to retirement savings. Issues related to automatic rollovers, missing participants, PBGC, and cash-out limits. H.R. 1007/ S.972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 5676, the Retirement Plan Modernization Act. S. 1431, Retirement Security and Savings Act of 2019. S. 321, Retirement Security Act of 2019. H.R. 1865, Further Consolidated Appropriations Act 2020. H.R. 7439, To establish the Retirement Savings Lost and Found, and for other purposes.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Client expense: $160,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
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)
Client expense: $2,400,000 · Firm income: Not reported
Government targets: Administration for Children & Families (ACF), Agriculture, Dept of (USDA), Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Consumer Financial Protection Bureau (CFPB), Corporation for Natl & Community Service, Defense, Dept of (DOD), Federal Communications Commission (FCC), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Indian Health Service, Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Institutes of Health (NIH), Natl Transportation Safety Board (NTSB), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Comptroller of the Currency (OCC), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, Veterans Affairs, Dept of (VA), White House Office
Government targets: Administration for Children & Families (ACF), Agriculture, Dept of (USDA), Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Consumer Financial Protection Bureau (CFPB), Corporation for Natl & Community Service, Defense, Dept of (DOD), Federal Communications Commission (FCC), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Indian Health Service, Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Institutes of Health (NIH), Natl Transportation Safety Board (NTSB), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Comptroller of the Currency (OCC), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, Veterans Affairs, Dept of (VA), White House Office
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC)
Client expense: $120,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Client expense: $120,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Government targets: Administration for Children & Families (ACF), Agriculture, Dept of (USDA), Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Consumer Financial Protection Bureau (CFPB), Corporation for Natl & Community Service, Federal Communications Commission (FCC), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Indian Health Service, Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Institutes of Health (NIH), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Comptroller of the Currency (OCC), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, Veterans Affairs, Dept of (VA), White House Office
Client expense: $1,880,000 · Firm income: Not reported
Government targets: Administration for Children & Families (ACF), Agriculture, Dept of (USDA), Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Consumer Financial Protection Bureau (CFPB), Corporation for Natl & Community Service, Federal Communications Commission (FCC), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Indian Health Service, Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Institutes of Health (NIH), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Comptroller of the Currency (OCC), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, Veterans Affairs, Dept of (VA), White House Office
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC)