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Military Spouses Retirement Security Act
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vs 9,062 other HR bills in the 116th — cohort avg 39d
Military Spouses Retirement Security Act This bill allows a small business employer a tax credit for each employee who is a military spouse and eligible to participate in the employer's defined contribution retirement plan.
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 (3)
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 House Committee on Ways and Means.
Introduced in House
Congress.gov source codes: 1000, Intro-H
Bills with similar content found using semantic analysis.
Sources: Congress.gov
Client expense: $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
2020 · third_quarter · Taxation/Internal Revenue Code
H.R. 413 - A bill to amend the Internal Revenue Code of 1986 to allow the work opportunity credit to small businesses which hire individuals who are members of the Ready Reserve or National Guard, and for other purposes.; H.R. 7927 - Military Spouses Retirement Security Act; H.R. 8036 - Military Spouse Job Continuity Act of 2020; S. 4173 - Military Spouses Retirement Security Act; COVID-19 payroll tax deferral impact on uniformed services personnel and families WOTC and FSA for Military Spouses.
Client expense: $408,089 · Firm income: Not reported
Government targets: Air Force, Dept of, Army, Dept of (Corps of Engineers), Army, Dept of (Other), Commerce, Dept of (DOC), Congressional Budget Office (CBO), Defense Commissary Agency, Defense Department Field Activities, Defense Finance & Accounting Service (DFAS), Defense, Dept of (DOD), Government Accountability Office (GAO), Government Printing Office (GPO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Natl Guard, Natl Oceanic & Atmospheric Administration (NOAA), Navy, Dept of, Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Secretary of Defense, President of the U.S., SENATE, Treasury, Dept of, U.S. Coast Guard (USCG), U.S. Marines, Veterans Affairs, Dept of (VA), Veterans Employment & Training Service, Vice President of the U.S.
2020 · fourth_quarter · Taxation/Internal Revenue Code
H.R. 413 - A bill to amend the Internal Revenue Code of 1986 to allow the work opportunity credit to small businesses which hire individuals who are members of the Ready Reserve or National Guard, and for other purposes.; H.R. 7927 - Military Spouses Retirement Security Act; S. 4173 - Military Spouses Retirement Security Act.
Client expense: $416,877 · Firm income: Not reported
Government targets: Air Force, Dept of, Army, Dept of (Corps of Engineers), Army, Dept of (Other), Commerce, Dept of (DOC), Congressional Budget Office (CBO), Defense Commissary Agency, Defense Department Field Activities, Defense Finance & Accounting Service (DFAS), Defense, Dept of (DOD), Government Accountability Office (GAO), Government Printing Office (GPO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Natl Guard, Natl Oceanic & Atmospheric Administration (NOAA), Navy, Dept of, Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Secretary of Defense, President of the U.S., SENATE, Treasury, Dept of, U.S. Coast Guard (USCG), U.S. Marines, Veterans Affairs, Dept of (VA), Veterans Employment & Training Service, Vice President of the U.S.
2020 · third_quarter · Taxation/Internal Revenue Code
H.R. 413 - A bill to amend the Internal Revenue Code of 1986 to allow the work opportunity credit to small businesses which hire individuals who are members of the Ready Reserve or National Guard, and for other purposes.; H.R. 7927 - Military Spouses Retirement Security Act; H.R. 8036 - Military Spouse Job Continuity Act of 2020; S. 4173 - Military Spouses Retirement Security Act; COVID-19 payroll tax deferral impact on uniformed services personnel and families WOTC and FSA for Military Spouses.
Client expense: $408,089 · Firm income: Not reported
Government targets: Air Force, Dept of, Army, Dept of (Corps of Engineers), Army, Dept of (Other), Commerce, Dept of (DOC), Congressional Budget Office (CBO), Defense Commissary Agency, Defense Department Field Activities, Defense Finance & Accounting Service (DFAS), Defense, Dept of (DOD), Government Accountability Office (GAO), Government Printing Office (GPO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Natl Guard, Natl Oceanic & Atmospheric Administration (NOAA), Navy, Dept of, Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Secretary of Defense, President of the U.S., SENATE, Treasury, Dept of, U.S. Coast Guard (USCG), U.S. Marines, Veterans Affairs, Dept of (VA), Veterans Employment & Training Service, Vice President of the U.S.
2020 · fourth_quarter · Taxation/Internal Revenue Code
H.R. 413 - A bill to amend the Internal Revenue Code of 1986 to allow the work opportunity credit to small businesses which hire individuals who are members of the Ready Reserve or National Guard, and for other purposes.; H.R. 7927 - Military Spouses Retirement Security Act; S. 4173 - Military Spouses Retirement Security Act.
Client expense: $416,877 · Firm income: Not reported
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).
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 · Taxation/Internal Revenue Code
H.R. 413 - A bill to amend the Internal Revenue Code of 1986 to allow the work opportunity credit to small businesses which hire individuals who are members of the Ready Reserve or National Guard, and for other purposes.; H.R. 7927 - Military Spouses Retirement Security Act; S. 4173 - Military Spouses Retirement Security Act.
Client expense: $416,877 · Firm income: Not reported
2020 · third_quarter · Defense
--GEN Carter F. Ham, USA, Retired, President and CEO, Association of the United States Army, sent a letter to members of the Senate Armed Services Committee (Duckworth/Harris/Jones/Kaine/Peters/Reed/Shaheen/ Stabenow/Tester) recommending that the Senate Armed Services Committee not support legislation (SA 1932) that would remove commanders as the Convening Authority under the Uniformed Code of Military Justice (UCMJ). (July 1, 2020) --The Association of the United States Army contacted staff members of the House Armed Services Committee and House Defense Appropriations Committee recommending support for H.R. 906, Merrills Marauder Congressional Gold Medal. (July 2020) --The Association of the United States Army contacted staff members of the House Armed Services Committee and House Defense Appropriations Committee recommending support for H.R. 3138, 6888th Central Postal Battalion Congressional Gold Medal. (July 2020) --Mr. Mark Haaland, Director, Government Affairs, Association of the United States Army contacted Ms. Emily Manning, Office of Sen. Tom Cotton, (R-AR) and Mr. John Noonan, Office of Sen. Marsha Blackburn, (R-TN) to offer AUSAs recommendation that the Senate Armed Services Committee not support legislation (SA 1806) that would rescind the Medal of Honor awarded to soldiers for gallantry demonstrated at Wounded Knee. (July 13, 2020) --The Association of the United States Army offered support to Sen. Jon Tester, (D-MT) for his amendment to the FY21 NDAA that would require the Veterans Administration to provide benefits for veterans suffering from diseases associated with exposure to Agent Orange during the Vietnam War. (July 13, 2020) --GEN Carter F. Ham, USA, Retired, President and CEO, Association of the United States Army, sent a letter to the House and Senate leadership of the Joint Committee on Printing (Lofgren/Blunt) requesting guidance and/or legislation for the Government Publishing Office (GPO) to protect military personnels social security numbers publicly available through congressional records. (July 17, 2020) --The Association of the United States Army sent a letter to the leaders of the House and Senate Armed Services Committees (Smith/Thornberry/Inhofe/Reed) outlining AUSAs views and recommendations for the Fiscal Year 2021 National Defense Authorization Act conference. (August 11, 2020) --The Association of the United States Army joined other military associations and sent a letter to the leadership of the House Committee on Veterans Affairs (Takano/Roe) offering support for H.R. 566, Agent Orange Exposure Fairness Act. (August 31, 2020) --The Association of the United States Army offered support to co-sponsors of The Military Spouses Retirement Security Act, H.R. 7927 (Crow/Wenstrup/Thornberry/Murphy/Walorski/Panetta/Marchant) and S.4173 (Collins/Hassan). (September 1, 2020) --The Association of the United States Army joined other military associations and sent a letter to the leadership of the House and Senate Committees on Appropriations (Lowey/Granger/Shelby/Leahy) requesting an extension of the 60-day annual leave cap for uniformed officers of the Commissioned Corps of the US Public Health Service who supported COVID-19 operations. (September 18, 2020)
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 · Taxation/Internal Revenue Code
H.R. 413 - A bill to amend the Internal Revenue Code of 1986 to allow the work opportunity credit to small businesses which hire individuals who are members of the Ready Reserve or National Guard, and for other purposes.; H.R. 7927 - Military Spouses Retirement Security Act; H.R. 8036 - Military Spouse Job Continuity Act of 2020; S. 4173 - Military Spouses Retirement Security Act; COVID-19 payroll tax deferral impact on uniformed services personnel and families WOTC and FSA for Military Spouses.
Client expense: $408,089 · Firm income: Not reported
2020 · third_quarter · Taxation/Internal Revenue Code
H.R. 413 - A bill to amend the Internal Revenue Code of 1986 to allow the work opportunity credit to small businesses which hire individuals who are members of the Ready Reserve or National Guard, and for other purposes.; H.R. 7927 - Military Spouses Retirement Security Act; H.R. 8036 - Military Spouse Job Continuity Act of 2020; S. 4173 - Military Spouses Retirement Security Act; COVID-19 payroll tax deferral impact on uniformed services personnel and families WOTC and FSA for Military Spouses.
Client expense: $408,089 · Firm income: Not reported
| Democratic |
| FL |
| Chris Stewart | Republican | UT |
| Chrissy Houlahan | Democratic | PA |
| David Kustoff | Republican | TN |
| Dean Phillips | Democratic | MN |
| Don Bacon | Republican | NE |
| Ed Perlmutter | Democratic | CO |
| Elaine G. Luria | Democratic | VA |
| Frank D. Lucas | Republican | OK |
| Glenn Thompson | Republican | PA |
| Jackie Walorski | Republican | IN |
| Jahana Hayes | Democratic | CT |
| Jimmy Panetta | Democratic | CA |
| John B. Larson | Democratic | CT |
| John R. Carter | Republican | TX |
| Kenny Marchant | Republican | TX |
| Mac Thornberry | Republican | TX |
| Mike Kelly | Republican | PA |
| Rodney Davis | Republican | IL |
| Stephanie N. Murphy | Democratic | FL |
| Steve Stivers | Republican | OH |
| Trent Kelly | Republican | MS |
| Van Taylor | Republican | TX |
Government targets: Air Force, Dept of, Army, Dept of (Corps of Engineers), Army, Dept of (Other), Commerce, Dept of (DOC), Congressional Budget Office (CBO), Defense Commissary Agency, Defense Department Field Activities, Defense Finance & Accounting Service (DFAS), Defense, Dept of (DOD), Government Accountability Office (GAO), Government Printing Office (GPO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Natl Guard, Natl Oceanic & Atmospheric Administration (NOAA), Navy, Dept of, Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Secretary of Defense, President of the U.S., SENATE, Treasury, Dept of, U.S. Coast Guard (USCG), U.S. Marines, Veterans Affairs, Dept of (VA), Veterans Employment & Training Service, Vice President of the U.S.
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: $160,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Government targets: Air Force, Dept of, Army, Dept of (Corps of Engineers), Army, Dept of (Other), Commerce, Dept of (DOC), Congressional Budget Office (CBO), Defense Commissary Agency, Defense Department Field Activities, Defense Finance & Accounting Service (DFAS), Defense, Dept of (DOD), Government Accountability Office (GAO), Government Printing Office (GPO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Natl Guard, Natl Oceanic & Atmospheric Administration (NOAA), Navy, Dept of, Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Secretary of Defense, President of the U.S., SENATE, Treasury, Dept of, U.S. Coast Guard (USCG), U.S. Marines, Veterans Affairs, Dept of (VA), Veterans Employment & Training Service, Vice President of the U.S.
Client expense: $73,485 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
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: Air Force, Dept of, Army, Dept of (Corps of Engineers), Army, Dept of (Other), Commerce, Dept of (DOC), Congressional Budget Office (CBO), Defense Commissary Agency, Defense Department Field Activities, Defense Finance & Accounting Service (DFAS), Defense, Dept of (DOD), Government Accountability Office (GAO), Government Printing Office (GPO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Natl Guard, Natl Oceanic & Atmospheric Administration (NOAA), Navy, Dept of, Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Secretary of Defense, President of the U.S., SENATE, Treasury, Dept of, U.S. Coast Guard (USCG), U.S. Marines, Veterans Affairs, Dept of (VA), Veterans Employment & Training Service, Vice President of the U.S.
Government targets: Air Force, Dept of, Army, Dept of (Corps of Engineers), Army, Dept of (Other), Congressional Budget Office (CBO), Defense Commissary Agency, Defense, Dept of (DOD), Government Accountability Office (GAO), Government Printing Office (GPO), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Natl Guard, Natl Oceanic & Atmospheric Administration (NOAA), Navy, Dept of, Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Secretary of Defense, President of the U.S., SENATE, Treasury, Dept of, U.S. Coast Guard (USCG), U.S. Marines, Veterans Affairs, Dept of (VA), Veterans Employment & Training Service, Vice President of the U.S.