Military Spouses Retirement Security Act

Issues related to retirement security and savings matters, including the Retirement Security and Savings Act (S. 1770), Securing a Strong Retirement Act of 2021 (H.R. 2954), and Enhancing American Retirement Now (EARN) Act; S. 4808/H.R. 1453 (The Military Spouses Retirement Security Act) and other issues related to retirement savings for military spouses. Proposals related to small business retirement issues and retirement savings issues. SIMPLE IRAs.

Client expense: $860,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Lobbying for fair reimbursement and reasonable quality reporting and regulatory requirements for ambulatory surgery centers. Lobbying for HR 1453 and S2071, "The ASC Quality and Access Act of 2105"

Client expense: Not reported · Firm income: $50,000

Government targets: Centers For Medicare and Medicaid Services (CMS), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Medicare Payment Advisory Commission (MedPAC), SENATE

Issues related to retirement security and savings matters, including the Retirement Security and Savings Act (S. 1770), Securing a Strong Retirement Act of 2021 (H.R. 2954), and Enhancing American Retirement Now (EARN) Act; S. 1273/H.R. 1453 (The Military Spouses Retirement Security Act) and other issues related to retirement savings for military spouses. Proposals related to small business retirement issues and retirement savings issues. SIMPLE IRAs.

Client expense: $660,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to retirement security and savings matters, including the Retirement Security and Savings Act (S. 1770) and Securing a Strong Retirement Act of 2021 (H.R. 2954); S. 1273/H.R. 1453 (The Military Spouses Retirement Security Act) and other issues related to retirement savings for military spouses; issues related to financial transaction, capital gains and dividend income taxes; issues related to senior investor protection matters; issues related to SEC and DOL standard of care rulemaking.

Client expense: $660,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Lobbying for fair reimbursement and reasonable quality reporting and regulatory requirements for ambulatory surgery centers. Lobbying for HR 1453 and S2071, "The ASC Quality and Access Act of 2105"

Client expense: Not reported · Firm income: $50,000

Government targets: Centers For Medicare and Medicaid Services (CMS), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Medicare Payment Advisory Commission (MedPAC), SENATE

Lobbying for fair reimbursement and reasonable quality reporting and regulatory requirements for ambulatory surgery centers. Lobbying for HR 1453 and S2071, "The ASC Quality and Access Act of 2105"

Client expense: Not reported · Firm income: $50,000

Government targets: Centers For Medicare and Medicaid Services (CMS), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Medicare Payment Advisory Commission (MedPAC), SENATE

Issues related to retirement security and savings matters, including the Retirement Security and Savings Act (S. 1770) and Securing a Strong Retirement Act of 2021 (H.R. 2954); S. 1273/H.R. 1453 (The Military Spouses Retirement Security Act) and other issues related to retirement savings for military spouses. Proposals related to small business retirement issues and retirement savings issues. SIMPLE IRAs.

Client expense: $480,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to retirement security and savings matters, including the Retirement Security and Savings Act (S. 1770) and Securing a Strong Retirement Act of 2021 (H.R. 2954); S. 1273/H.R. 1453 (The Military Spouses Retirement Security Act) and other issues related to retirement savings for military spouses; issues related to financial transaction, capital gains and dividend income taxes; issues related to senior investor protection matters; issues related to SEC and DOL standard of care rulemaking.

Client expense: $480,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to retirement security and savings matters, including the Retirement Security and Savings Act (S. 1770) and Securing a Strong Retirement Act of 2021 (H.R. 2954); S. 1273/H.R. 1453 (The Military Spouses Retirement Security Act) and other issues related to retirement savings for military spouses; issues related to financial transaction, capital gains and dividend income taxes; issues related to senior investor protection matters; issues related to SEC and DOL standard of care rulemaking.

Client expense: $780,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to retirement security and savings matters, including the Retirement Security and Savings Act (S. 1770) and Securing a Strong Retirement Act of 2021 (H.R. 2954); S. 1273/H.R. 1453 (The Military Spouses Retirement Security Act) and other issues related to retirement savings for military spouses. Proposals related to small business retirement issues and retirement savings issues. SIMPLE IRAs.

Client expense: $780,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Lobbying for fair reimbursement and reasonable quality reporting and regulatory requirements for ambulatory surgery centers. Lobbying for HR 1453 and S2071, "The ASC Quality and Access Act of 2105"

Client expense: Not reported · Firm income: $50,000

Government targets: Centers For Medicare and Medicaid Services (CMS), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Medicare Payment Advisory Commission (MedPAC), SENATE

Legislation and rulemaking affecting annuities, variable life products and retirement savings including Biden Administration and Congressional proposals on tax reform. DOL - EBSA - Cybersecurity Guidance for Plan Sponsors, Fiduciaries, Record Keepers and Participants. DOL - EBSA - PTE 2020-02 - Improving Investment Advice for Workers & Retirees. 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 - 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). DOL - EBSA - Amendment to and Partial Revocation of Prohibited Transaction Exemption (PTE) 84-24 for Certain Transactions Involving Insurance Agents and Brokers, Pension Consultants, Insurance Companies, and Investment Company Principal Underwriters. DOL - EBSA - Definition of the Term Fiduciary - RIN 1210-AC02. DOL - EBSA - Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights (RIN - 1210-AC03/ 29 CFR 2550). EOP - Executive Order on Climate-Related Financial Risk. 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). 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 - Implementation and Enforcement of Regulation BI and Form CRS. 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). SEC - Request for Information and Comments on Broker-Dealer and Investment Adviser Digital Engagement Practices, Related Tools and Methods, and Regulatory Considerations and Potential Approaches; Information and Comments on Investment Adviser Use of Technology to Develop and Provide Investment Advice - RIN 3235-AN00 (Release Nos. 34-92766; IA-5833; File No. S7-10-21). SEC - FINRA - Proposed Rule Change to Amend FINRA Rule 2231 (Customer Account Statements) - SR-FINRA-2021-024. SEC - FINRA - Proposed Rule Change to Extend the Effectiveness of Temporary FINRA Rule 3110.17 - SR-FINRA-2021-023. SEC - Electronic Recordkeeping Requirements for Broker-Dealers, Security-Based Swap Dealers, and Major Security-Based Swap Participants - (RIN 3235-AM76 - Release No. 34-93614; File No. S7-19-2 - 17 CFR Part 240). 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 Expanding Access to Retirement Savings for Caregivers Act (H.R. 3078 - 116th Congress). The Application of ERISA to Insurance Company General Accounts and General Account Contracts (H.R. 7278 - 115th Congress). Senior Investor Pandemic and Fraud Protection Act - House Financial Services National Security, International Development and Monetary Policy Subcommittee (Discussion Draft). The Enhancing Emergency and Retirement Savings Act (S.1870-117th Congress). The Financial Exploitation Prevention Act (H.R. 2265 - 117th Congress). The Financial Factors in Selecting Retirement Plan Investment Act (S.1762/H.R. 3387-117th Congress). The Financial Services and General Government Appropriations Act, 2022 (H.R.4345 - 117th Congress). The Improving Access to Retirement Savings Act of 2021 (S.1703 - 117th Congress). The Military Spouses Retirement Security Act (S.1273/HR 1453 - 117th Congress). The Protecting the Right to Organize (PRO) Act (S.420/H.R. 842-117th Congress). The Retirement Parity for Student Loans Act (S.1443/HR 2917 - 117th Congress). The Retirement Savings Lost and Found Act (S.1730 - 117th Congress). The Retirement Security and Savings Act of 2021 (S.1770 - 117th Congress). The Securing a Strong Retirement Act (H.R.2954 - 117th Congress). The Securing and Enabling Commerce Using Remote and Electronic Notarization Act (S.1625/H.R. 3962 - 117th Congress). The Senior Security Act (S.856/H.R.1565 - 117th Congress). The Servicemember Retirement Improvement Act (H.R. 905 - 116th Congress). The E-SIGN Modernization Act. (S.4159 - 116th Congress). The Lifetime Income for Employees Act (H.R. 8990 - 116th Congress). The Secure and Fair Enforcement (SAFE) Banking Act (S.910/H.R. 1996 - 117th Congress). Build Back Better Act (H.R. 5367 - 117th Congress). Womens Retirement Protection Act (S.2446/H.R. 4678 - 117th Congress). National Defense Authorization Act for Fiscal Year 2022 (S.2792/H.R. 4350 - 117th Congress). Elder Justice Reauthorization and Modernization Act of 2021 (S.2674/H.R.4969 - 117th Congress). The Retirement Improvement and Savings Enhancement (RISE) Act (H.R. 5891 - 117th Congress). The Registration for Index-Linked Annuities (RILA) Act (S.3198/H.R. 4865 - 117th Congress). Build Back Better Act (H.R. 5367 - 117th Congress). The Long-Term Care Affordability Act (S.2415 - 117th Congress). The Financial Fitness Act (H.R. 5779 - 117th Congress). 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). Treasury - IRS - Draft of the 2022 IRS Form W-4P and W4-R, Withholding Certificate for Periodic Pension or Annuity Payments. Treasury - IRS - Notice 2021-03 - Extension of Temporary Relief from the Physical Presence Requirement for Spousal Consents Under Qualified Retirement Plans.

Legislation and rulemaking affecting annuities, variable life products and retirement savings including Biden 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 - Financial Factors in Selecting Plan Investments - ZRIN 1210-AB95. DOL - EBSA - Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights (RIN - 1210-AC03/ 29 CFR 2550). EOP - Executive Order on Climate-Related Financial Risk. The American Families Plan. The American Infrastructure Bonds Act (S.1308 - 117th Congress). The Bipartisan Infrastructure Framework. The Enhancing Emergency and Retirement Savings Act (S.1870-117th Congress). The Improving Access to Retirement Savings Act of 2021 (S.1703 - 117th Congress). The INVEST in America Act (H.R. 3684 - 117th Congress). The Local Infrastructure Financing Tools (LIFT) Act (H.R. 2634 - 117th Congress). The Military Spouses Retirement Security Act (S.1273/H.R. 1453 - 117th Congress). The Retirement Parity for Student Loans Act (S.1443/H.R. 2917 - 117th Congress). The Retirement Savings Lost and Found Act (S.1730 - 117th Congress). The Retirement Security and Savings Act of 2021 (S.1770 - 117th Congress). The Securing a Strong Retirement Act (H.R.2954 - 117th 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). The Receiving Electronic Statements To Improve Retiree Earnings Act (H.R. 4610 - 115th Congress). The Expanding Access to Retirement Savings for Caregivers Act (H.R. 3078 - 116th Congress). The Servicemember Retirement Improvement Act (H.R. 905 - 116th Congress). The Lifetime Income for Employees Act (H.R. 8990 - 116th Congress). Build Back Better Act (H.R. 5367 - 117th Congress). The Long-Term Care Affordability Act (S.2415 - 117th Congress). DOL implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury - IRS - Draft of the 2022 IRS Form W-4P and W4-R, Withholding Certificate for Periodic Pension or Annuity Payments. Treasury - IRS - Notice 2021-03 - Extension of Temporary Relief from the Physical Presence Requirement for Spousal Consents Under Qualified Retirement Plans. 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).

Issues related to retirement security and savings matters, including the Retirement Security and Savings Act (S. 1770) and Securing a Strong Retirement Act of 2021 (H.R. 2954); S. 1273/H.R. 1453 (The Military Spouses Retirement Security Act) and other issues related to retirement savings for military spouses. Proposals related to small business retirement issues and retirement savings issues. SIMPLE IRAs.

Client expense: $360,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to retirement security and savings matters, including the Retirement Security and Savings Act (S. 1770) and Securing a Strong Retirement Act of 2021 (H.R. 2954); S. 1273/H.R. 1453 (The Military Spouses Retirement Security Act) and other issues related to retirement savings for military spouses; issues related to financial transaction, capital gains and dividend income taxes; issues related to senior investor protection matters; issues related to SEC and DOL standard of care rulemaking.

Client expense: $360,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Lobbying for fair reimbursement and reasonable quality reporting and regulatory requirements for ambulatory surgery centers. Lobbying for HR 1453 and S2071, "The ASC Quality and Access Act of 2105"

Client expense: Not reported · Firm income: $50,000

Government targets: Centers For Medicare and Medicaid Services (CMS), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Medicare Payment Advisory Commission (MedPAC), SENATE

Legislation and rulemaking affecting annuities, variable life products and retirement savings including Biden 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 - Financial Factors in Selecting Plan Investments - ZRIN 1210-AB95. EOP - Executive Order on Climate-Related Financial Risk. The American Families Plan. The American Infrastructure Bonds Act (S. 1308 - 117th Congress). The Bipartisan Infrastructure Framework. The Enhancing Emergency and Retirement Savings Act (S.1870-117th Congress). The Improving Access to Retirement Savings Act of 2021 (S.1703 - 117th Congress). The INVEST in America Act (H.R. 3684 - 117th Congress). The Local Infrastructure Financing Tools (LIFT) Act (HR 2634 - 117th Congress). The Long-Term Care Affordability Act (S.4820 - 116th Congress). The Military Spouses Retirement Security Act (S. 1273/HR 1453 - 117th Congress). The Retirement Parity for Student Loans Act (S. 1443/HR 2917 - 117th Congress). The Retirement Savings Lost and Found Act (S.1730 - 117th Congress). The Retirement Security and Savings Act of 2021 (S. 1770 - 117th Congress). The Securing a Strong Retirement Act (H.R.2954 - 117th 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). The Receiving Electronic Statements To Improve Retiree Earnings Act (H.R. 4610 - 115th Congress). The Expanding Access to Retirement Savings for Caregivers Act (H.R. 3078 - 116th Congress). The Servicemember Retirement Improvement Act (H.R. 905 - 116th Congress). The Lifetime Income for Employees Act (HR. 8990 - 116th Congress). Build Back Better Act (H.R. 5367 - 117th Congress). DOL implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury - IRS - Draft of the 2022 IRS Form W-4P and W4-R, Withholding Certificate for Periodic Pension or Annuity Payments. Treasury - IRS - Notice 2021-03 - Extension of Temporary Relief from the Physical Presence Requirement for Spousal Consents Under Qualified Retirement Plans. 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).

Legislation and rulemaking affecting annuities, variable life products and retirement savings including Biden Administration and Congressional proposals on tax reform. DOL - EBSA - Cybersecurity Guidance for Plan Sponsors, Fiduciaries, Record Keepers and Participants. DOL - EBSA - PTE 2020-02 - Improving Investment Advice for Workers & Retirees. 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 - 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). DOL - EBSA - Amendment to and Partial Revocation of Prohibited Transaction Exemption (PTE) 84-24 for Certain Transactions Involving Insurance Agents and Brokers, Pension Consultants, Insurance Companies, and Investment Company Principal Underwriters. EOP - Executive Order on Climate-Related Financial Risk. 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). 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 - Implementation and Enforcement of Regulation BI and Form CRS. 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). SEC - Request for Information and Comments on Broker-Dealer and Investment Adviser Digital Engagement Practices, Related Tools and Methods, and Regulatory Considerations and Potential Approaches; Information and Comments on Investment Adviser Use of Technology to Develop and Provide Investment Advice - RIN 3235-AN00 (Release Nos. 34-92766; IA-5833; File No. S7-10-21). SEC - FINRA - Proposed Rule Change to Amend FINRA Rule 2231 (Customer Account Statements) - SR-FINRA-2021-024. SEC - FINRA - Proposed Rule Change to Extend the Effectiveness of Temporary FINRA Rule 3110.17 - SR-FINRA-2021-023. 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 Expanding Access to Retirement Savings for Caregivers Act (H.R. 3078 - 116th Congress). The Application of ERISA to Insurance Company General Accounts and General Account Contracts (H.R. 7278 - 115th Congress). Senior Investor Pandemic and Fraud Protection Act - House Financial Services National Security, International Development and Monetary Policy Subcommittee (Discussion Draft). The Enhancing Emergency and Retirement Savings Act (S.1870-117th Congress). The Financial Exploitation Prevention Act (H.R. 2265 - 117th Congress). The Financial Factors in Selecting Retirement Plan Investment Act (S.1762/H.R. 3387-117th Congress). The Financial Services and General Government Appropriations Act, 2022 (H.R.4345 - 117th Congress). The Improving Access to Retirement Savings Act of 2021 (S.1703 - 117th Congress). The Long-Term Care Affordability Act (S.4820 - 116th Congress). The Military Spouses Retirement Security Act (S. 1273/HR 1453 - 117th Congress). The Protecting the Right to Organize (PRO) Act (S. 420/H.R. 842-117th Congress). The Retirement Parity for Student Loans Act (S. 1443/HR 2917 - 117th Congress). The Retirement Savings Lost and Found Act (S.1730 - 117th Congress). The Retirement Security and Savings Act of 2021 (S. 1770 - 117th Congress). The Securing a Strong Retirement Act (H.R.2954 - 117th Congress). The Securing and Enabling Commerce Using Remote and Electronic Notarization Act (S.1625/H.R. 3962 - 117th Congress). The Senior Security Act (S.856/H.R.1565 - 117th Congress). The Servicemember Retirement Improvement Act (H.R. 905 - 116th Congress). The E-SIGN Modernization Act. (S.4159 - 116th Congress). The Lifetime Income for Employees Act (HR. 8990 - 116th Congress). The Secure and Fair Enforcement (SAFE) Banking Act (S.910/H.R. 1996 - 117th Congress). The Registration for Indexed Linked Annuity (RILA) Act (H.R. 4865 - 117th Congress). Build Back Better Act (H.R. 5367 - 117th Congress). Womens Retirement Protection Act (S. 2446/H.R. 4678 - 117th Congress). National Defense Authorization Act for Fiscal Year 2022 (S. 2792/H.R. 4350 - 117th Congress). Elder Justice Reauthorization and Modernization Act of 2021 (S.2674/H.R.4969 - 117th Congress). 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). Treasury - IRS - Draft of the 2022 IRS Form W-4P and W4-R, Withholding Certificate for Periodic Pension or Annuity Payments. Treasury - IRS - Notice 2021-03 - Extension of Temporary Relief from the Physical Presence Requirement for Spousal Consents Under Qualified Retirement Plans.

Issues related to retirement security and savings matters, including the former Retirement Security and Savings Act and Securing a Strong Retirement Act of 2021; H.R. 1453 (The Military Spouses Retirement Security Act) and other issues related to retirement savings for military spouses

Client expense: $370,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to retirement security and savings matters, including the former Retirement Security and Savings Act and Securing a Strong Retirement Act of 2021; H.R. 1453 (The Military Spouses Retirement Security Act) and other issues related to retirement savings for military spouses; issues related to financial transaction, capital gains and dividend income taxes; issues related to senior investor protection matters; issues related to SEC and DOL standard of care rulemaking

Client expense: $370,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Legislation and rulemaking affecting annuities, variable life products and retirement savings including Biden 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 - Financial Factors in Selecting Plan Investments - ZRIN 1210-AB95. EOP - Executive Order on Climate-Related Financial Risk. The American Families Plan. The American Infrastructure Bonds Act (S. 1308 - 117th Congress). The Bipartisan Infrastructure Framework. The Enhancing Emergency and Retirement Savings Act (S.1870-117th Congress). The Improving Access to Retirement Savings Act of 2021 (S.1703 - 117th Congress). The INVEST in America Act (H.R. 3684 - 117th Congress). The Local Infrastructure Financing Tools (LIFT) Act (HR 2634 - 117th Congress). The Long-Term Care Affordability Act (S.4820 - 116th Congress). The Military Spouses Retirement Security Act (S. 1273/HR 1453 - 117th Congress). The Retirement Parity for Student Loans Act (S. 1443/HR 2917 - 117th Congress). The Retirement Savings Lost and Found Act (S.1730 - 117th Congress). The Retirement Security and Savings Act of 2021 (S. 1770 - 117th Congress). The Securing a Strong Retirement Act (H.R.2954 - 117th 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). The Receiving Electronic Statements To Improve Retiree Earnings Act (H.R. 4610 - 115th Congress). The Expanding Access to Retirement Savings for Caregivers Act (H.R. 3078 - 116th Congress). The Servicemember Retirement Improvement Act (H.R. 905 - 116th Congress). The Lifetime Income for Employees Act (HR. 8990 - 116th Congress). DOL implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury - IRS - Draft of the 2022 IRS Form W-4P and W4-R, Withholding Certificate for Periodic Pension or Annuity Payments. Treasury - IRS - Notice 2021-03 - Extension of Temporary Relief from the Physical Presence Requirement for Spousal Consents Under Qualified Retirement Plans. 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).

Legislation and rulemaking affecting annuities, variable life products and retirement savings including Biden Administration and Congressional proposals on tax reform. DOL - EBSA - Cybersecurity Guidance for Plan Sponsors, Fiduciaries, Record Keepers and Participants. DOL - EBSA - PTE 2020-02 - Improving Investment Advice for Workers & Retirees. 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 - 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 - Executive Order on Climate-Related Financial Risk. 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). 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 - Implementation and Enforcement of Regulation BI and Form CRS. 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). The Expanding Access to Retirement Savings for Caregivers Act (H.R. 3078 - 116th Congress). The Application of ERISA to Insurance Company General Accounts and General Account Contracts (H.R. 7278 - 115th Congress). Senior Investor Pandemic and Fraud Protection Act - House Financial Services National Security, International Development and Monetary Policy Subcommittee (Discussion Draft). The Enhancing Emergency and Retirement Savings Act (S.1870-117th Congress). The Financial Exploitation Prevention Act (H.R. 2265 - 117th Congress). The Financial Factors in Selecting Retirement Plan Investment Act (S.1762/H.R. 3387-117th Congress). The Financial Services and General Government Appropriations Act, 2022 (H.R.4345 - 117th Congress). The Improving Access to Retirement Savings Act of 2021 (S.1703 - 117th Congress). The Long-Term Care Affordability Act (S.4820 - 116th Congress). The Military Spouses Retirement Security Act (S. 1273/HR 1453 - 117th Congress). The Protecting the Right to Organize (PRO) Act (S. 420/H.R. 842-117th Congress). The Retirement Parity for Student Loans Act (S. 1443/HR 2917 - 117th Congress). The Retirement Savings Lost and Found Act (S.1730 - 117th Congress). The Retirement Security and Savings Act of 2021 (S. 1770 - 117th Congress). The Securing a Strong Retirement Act (H.R.2954 - 117th Congress). The Securing and Enabling Commerce Using Remote and Electronic Notarization Act (S.1625 - 117th Congress). The Senior Security Act (S.856/H.R.1565 - 117th Congress). The Servicemember Retirement Improvement Act (H.R. 905 - 116th Congress). The Registration for Index Linked Annuities Act of 2020 (S.3795/H.R.6994 - 116th Congress). The E-SIGN Modernization Act. (S.4159 - 116th Congress). The Lifetime Income for Employees Act (HR. 8990 - 116th Congress). The Secure and Fair Enforcement (SAFE) Banking Act (S.910/H.R. 1996 - 117th Congress). 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). Treasury - IRS - Draft of the 2022 IRS Form W-4P and W4-R, Withholding Certificate for Periodic Pension or Annuity Payments. Treasury - IRS - Notice 2021-03 - Extension of Temporary Relief from the Physical Presence Requirement for Spousal Consents Under Qualified Retirement Plans.

Lobbying for fair reimbursement and reasonable quality reporting and regulatory requirements for ambulatory surgery centers. Lobbying for HR 1453 and S2071, "The ASC Quality and Access Act of 2105"

Client expense: Not reported · Firm income: $50,000

Government targets: Centers For Medicare and Medicaid Services (CMS), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Medicare Payment Advisory Commission (MedPAC), SENATE

Lobbying for fair reimbursement and reasonable quality reporting and regulatory requirements for ambulatory surgery centers. Lobbying for HR 1453 and S2071, "The ASC Quality and Access Act of 2105"

Client expense: Not reported · Firm income: $50,000

Government targets: Centers For Medicare and Medicaid Services (CMS), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Medicare Payment Advisory Commission (MedPAC), SENATE

Issues related to retirement security and savings matters, including the former Retirement Security and Savings Act and Securing a Strong Retirement Act of 2020; H.R. 1453 (The Military Spouses Retirement Security Act) and other issues related to retirement savings for military spouses; issues related to financial transaction, capital gains and dividend income taxes; issues related to senior investor protection matters; issues related to SEC and DOL standard of care rulemaking

Client expense: $470,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to retirement security and savings matters, including the former Retirement Security and Savings Act and Securing a Strong Retirement Act of 2020; H.R. 1453 (The Military Spouses Retirement Security Act) and other issues related to retirement savings for military spouses

Client expense: $470,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE