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Emergency Pension Plan Relief Act of 2021
Legislative Progress
Momentum (last 30 days)
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vs 9,698 other HR bills in the 117th — cohort avg 63d
Emergency Pension Plan Relief Act of 2021 This bill modifies the funding rules and provides financial assistance for certain pension plans that are underfunded or insolvent. First, the bill expands the authority of, and provides funding for, the Pension Benefit Guaranty Corporation (PBGC) to provide special partition assistance to a multiemployer pension plan that is insolvent or at risk of insolvency. The bill expands eligibility for partition assistance, provides funding for a plan to reach a projected funded ratio of 80% over a 30-year period, and does not require a plan to repay such assistance. The bill further permits a multiemployer pension plan to elect to retain its funding zone status from the previous year for either (1) the first plan year beginning during the period from March 1, 2020, through February 28, 2021; or (2) the next succeeding plan year, as designated by the plan sponsor. A plan may also extend by five years the funding improvement or rehabilitation period if the plan is designated as in endangered or critical status for a plan year beginning in 2020 or 2021. A plan in critical and declining status may not suspend payment of plan benefits. Additionally, the bill adjusts the minimum funding standards for a multiemployer pension plan to account for investment losses and other losses related to the COVID-19 pandemic and modifies the PBGC guarantee formula to increase the maximum potential benefits under a multiemployer pension plan. Finally, the bill makes changes with respect to single employer pension plans, including revising the amortization rules and extending and modifying the pension funding stabilization percentages.
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Filing registrants (11)
Referred to the Committee on Education and Labor, and in addition to the Committee on Ways and Means, 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.
Referred to the Subcommittee on Worker and Family Support.
Introduced in House
Congress.gov source codes: 1000, Intro-H
Bills with similar content found using semantic analysis.
Sources: Congress.gov
2022 · fourth_quarter · Retirement
Issues related to multi-employer pension plans. H.R. 409-Emergency Pension Plan Relief Act of 2021. S. 547-Butch Lewis Emergency Pension Plan Relief Act of 2021. Issues related to Special Financial Assistance for Troubled Multiemployer Pension Plans.
Client expense: $220,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
S. 994, H.R. 2576 - For the 99.9 Percent Act S. 547, H.R. 409 - Butch Lewis Emergency Pension Plan Relief Act of 2021 H.R.822 - 117th Congress Permanently Repeal the Estate Tax Act of 2021 S.617 - 117th Congress Death Tax Repeal Act of 2021 Public Law 117-2 H.R. 2286 - To amend the Internal Revenue Code of 1986 to treat property transferred by gift or at death as sold for fair market value, and for other purposes. S. 1770 - Retirement Security and Savings Act of 2021 H.R. 2954 - Securing a Strong Retirement Act of 2021 Issues related to retirement S Con Res 14 HR 5376, Build Back Better Act S 4353 - Rise & Shine Act EARN Act H.R. 5376 - Inflation Reduction Act of 2022 - Public Law No: 117-169 H.R.2617 - Consolidated Appropriations Act, 2023 (PL 117-328)
Client expense: $430,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
2022 · fourth_quarter · Retirement
Assist client with issues pertaining to retirement savings and rules and health savings, education savings; H.R.5832 and S 1730 Retirement Savings Lost and Found Act of 2021; H.R.25 Fair Tax Act of 2021; S.380 Health Savings Act of 2021; S.125 Protecting Life in Health Savings Accounts Act; HR 53 Freedom for Families Act;. S222, H.R.835 American Opportunity Accounts Act; S.1959 Keeping Your Retirement Act of 2021;S.1870 Enhancing Emergency and Retirement Savings Act of 2021;H.R.2917 Retirement Parity for Student Loans Act of 2021; H.R.1166 & S275 Retirement Freedom Act;S.1889 Compassionate Retirement Act of 2021;H.R.2942 To amend the Internal Revenue Code of 1986 to increase the catch-up contribution limit for retirement plans H.R.2954 Securing a Strong Retirement Act of 2021 of participants age 62 through 64; H.R.984 Retirement Inflation Protection Act of 2021; S.1770 Retirement Security and Savings Act of 2021; HR 409 Emergency Pension Plan Relief Act of 2021; S.2603 Commission on Retirement Security Act of 2021; H.R.4268 Federal Retirement Fairness Act; S.3751 A bill to amend the Employee Retirement Income Security Act of 1964 and the Internal Revenue Code of 1986 to improve retirement plan coverage for part-time workers; H.R.7146 Enhancing Emergency and Retirement Savings Act of 2022; S.4314-H.R.8319 Protecting Public Safety Employees' Timely Retirement Act of 2022; H.R.6738 Retirement Tax Credit Parity for Cooperatives and Charities Act; S.4024 State and Local Corrections Officer Retirement Fairness Act of 2022.
Client expense: Not reported · Firm income: $30,000
2022 · fourth_quarter · Taxation/Internal Revenue Code
S. 994/H.R. 2576 - For the 99.9 Percent Act; S. 547/H.R. 409 - Butch Lewis Emergency Pension Plan Relief Act of 2021; H.R. 822 - 117th Congress Permanently Repeal the Estate Tax Act of 2021; S. 617 - 117th Congress Death Tax Repeal Act of 2021; American Rescue Plan Act of 2021 (PL 117-2); H.R. 2286 - To amend the Internal Revenue Code of 1986 to treat property transferred by gift or at death as sold for fair market value, and for other purposes; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021; Issues related to retirement; S. Con. Res. 14; Inflation Reduction Act of 2022 (PL 117-169); S. 4353 - RISE & SHINE Act; EARN Act; Consolidated Appropriations Act, 2023 (PL 117-328).
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2022 · third_quarter · Retirement
Assist client with issues pertaining to retirement savings and rules and health savings, education savings; H.R.5832 and S 1730 Retirement Savings Lost and Found Act of 2021; H.R.25 Fair Tax Act of 2021; S.380 Health Savings Act of 2021; S.125 Protecting Life in Health Savings Accounts Act; HR 53 Freedom for Families Act;. S222, H.R.835 American Opportunity Accounts Act; S.1959 Keeping Your Retirement Act of 2021;S.1870 Enhancing Emergency and Retirement Savings Act of 2021;H.R.2917 Retirement Parity for Student Loans Act of 2021; H.R.1166 & S275 Retirement Freedom Act;S.1889 Compassionate Retirement Act of 2021;H.R.2942 To amend the Internal Revenue Code of 1986 to increase the catch-up contribution limit for retirement plans H.R.2954 Securing a Strong Retirement Act of 2021 of participants age 62 through 64; H.R.984 Retirement Inflation Protection Act of 2021; S.1770 Retirement Security and Savings Act of 2021; HR 409 Emergency Pension Plan Relief Act of 2021; S.2603 Commission on Retirement Security Act of 2021; H.R.4268 Federal Retirement Fairness Act; S.3751 A bill to amend the Employee Retirement Income Security Act of 1964 and the Internal Revenue Code of 1986 to improve retirement plan coverage for part-time workers; H.R.7146 Enhancing Emergency and Retirement Savings Act of 2022; S.4314-H.R.8319 Protecting Public Safety Employees' Timely Retirement Act of 2022; H.R.6738 Retirement Tax Credit Parity for Cooperatives and Charities Act; S.4024 State and Local Corrections Officer Retirement Fairness Act of 2022.
Client expense: Not reported · Firm income: $30,000
| Democratic |
| MI |
| Danny K. Davis | Democratic | IL |
| Debbie Dingell | Democratic | MI |
| Dwight Evans | Democratic | PA |
| Earl Blumenauer | Democratic | OR |
| Gwen Moore | Democratic | WI |
| John B. Larson | Democratic | CT |
| Linda T. Sánchez | Democratic | CA |
| Mary Gay Scanlon | Democratic | PA |
| Mike Thompson | Democratic | CA |
| Stephanie N. Murphy | Democratic | FL |
| Suzan K. DelBene | Democratic | WA |
| Terri A. Sewell | Democratic | AL |
| Thomas R. Suozzi | Democratic | NY |
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Retirement
Issues related to multi-employer pension plans. H.R. 409-Emergency Pension Plan Relief Act of 2021. S. 547-Butch Lewis Emergency Pension Plan Relief Act of 2021. Issues related to Special Financial Assistance for Troubled Multiemployer Pension Plans.
Client expense: $150,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
S. 994, H.R. 2576 - For the 99.9 Percent Act S. 547, H.R. 409 - Butch Lewis Emergency Pension Plan Relief Act of 2021 H.R.822 - 117th Congress Permanently Repeal the Estate Tax Act of 2021 S.617 - 117th Congress Death Tax Repeal Act of 2021 Public Law 117-2 H.R. 2286 - To amend the Internal Revenue Code of 1986 to treat property transferred by gift or at death as sold for fair market value, and for other purposes. S. 1770 - Retirement Security and Savings Act of 2021 H.R. 2954 - Securing a Strong Retirement Act of 2021 Issues related to retirement S Con Res 14 HR 5376, Build Back Better Act S 4353 - Rise & Shine Act EARN Act H.R. 5376 - Inflation Reduction Act of 2022 - Public Law No: 117-169
Client expense: $410,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
2022 · third_quarter · Taxation/Internal Revenue Code
S. 994/H.R. 2576 - For the 99.9 Percent Act; S. 547/H.R. 409 - Butch Lewis Emergency Pension Plan Relief Act of 2021; H.R. 822 - 117th Congress Permanently Repeal the Estate Tax Act of 2021; S. 617 - 117th Congress Death Tax Repeal Act of 2021; American Rescue Plan Act of 2021 (PL 117-2); H.R. 2286 - To amend the Internal Revenue Code of 1986 to treat property transferred by gift or at death as sold for fair market value, and for other purposes; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021; Issues related to retirement; S. Con. Res. 14; H.R.5376 - Inflation Reduction Act of 2022 - Public Law No: 117-169; S. 4353 - RISE & SHINE Act; EARN Act.
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2022 · second_quarter · Retirement
Issues related to multi-employer pension plans. H.R. 409-Emergency Pension Plan Relief Act of 2021. S. 547-Butch Lewis Emergency Pension Plan Relief Act of 2021. Issues related to Special Financial Assistance for Troubled Multiemployer Pension Plans.
Client expense: $600,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
S. 994, H.R. 2576 - For the 99.9 Percent Act S. 547, H.R. 409 - Butch Lewis Emergency Pension Plan Relief Act of 2021 H.R.822 - 117th Congress Permanently Repeal the Estate Tax Act of 2021 S.617 - 117th Congress Death Tax Repeal Act of 2021 Public Law 117-2 H.R. 2286 - To amend the Internal Revenue Code of 1986 to treat property transferred by gift or at death as sold for fair market value, and for other purposes. S. 1770 - Retirement Security and Savings Act of 2021 H.R. 2954 - Securing a Strong Retirement Act of 2021 Issues related to retirement S Con Res 14 HR 5376, Build Back Better Act S 4353 - Rise & Shine Act EARN Act
Client expense: $410,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
2022 · second_quarter · Taxation/Internal Revenue Code
S. 994/H.R. 2576 - For the 99.9 Percent Act; S. 547/H.R. 409 - Butch Lewis Emergency Pension Plan Relief Act of 2021; H.R. 822 - 117th Congress Permanently Repeal the Estate Tax Act of 2021; S. 617 - 117th Congress Death Tax Repeal Act of 2021; American Rescue Plan Act of 2021 (PL 117-2); H.R. 2286 - To amend the Internal Revenue Code of 1986 to treat property transferred by gift or at death as sold for fair market value, and for other purposes; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021; Issues related to retirement; S. Con. Res. 14; H.R. 5376 - Build Back Better Act; S. 4353 - RISE & SHINE Act; EARN Act.
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2022 · second_quarter · Retirement
Assist client with issues pertaining to retirement savings and rules and health savings, education savings; H.R.5832 and S 1730 Retirement Savings Lost and Found Act of 2021; H.R.25 Fair Tax Act of 2021; S.380 Health Savings Act of 2021; S.125 Protecting Life in Health Savings Accounts Act; HR 53 Freedom for Families Act;. S222, H.R.835 American Opportunity Accounts Act; S.1959 Keeping Your Retirement Act of 2021;S.1870 Enhancing Emergency and Retirement Savings Act of 2021;H.R.2917 Retirement Parity for Student Loans Act of 2021; H.R.1166 & S275 Retirement Freedom Act;S.1889 Compassionate Retirement Act of 2021;H.R.2942 To amend the Internal Revenue Code of 1986 to increase the catch-up contribution limit for retirement plans H.R.2954 Securing a Strong Retirement Act of 2021 of participants age 62 through 64; H.R.984 Retirement Inflation Protection Act of 2021; S.1770 Retirement Security and Savings Act of 2021; HR 409 Emergency Pension Plan Relief Act of 2021; S.2603 Commission on Retirement Security Act of 2021; H.R.4268 Federal Retirement Fairness Act; S.3751 A bill to amend the Employee Retirement Income Security Act of 1964 and the Internal Revenue Code of 1986 to improve retirement plan coverage for part-time workers; H.R.7146 Enhancing Emergency and Retirement Savings Act of 2022; S.4314-H.R.8319 Protecting Public Safety Employees' Timely Retirement Act of 2022; H.R.6738 Retirement Tax Credit Parity for Cooperatives and Charities Act; S.4024 State and Local Corrections Officer Retirement Fairness Act of 2022.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · first_quarter · Retirement
Issues related to multi-employer pension plans. H.R. 409-Emergency Pension Plan Relief Act of 2021. S. 547-Butch Lewis Emergency Pension Plan Relief Act of 2021. Issues related to Special Financial Assistance for Troubled Multiemployer Pension Plans.
Client expense: $280,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · first_quarter · Retirement
Assist client with issues pertaining to retirement savings and rules and health savings, education savings; H.R.5832 and S 1730 Retirement Savings Lost and Found Act of 2021; H.R.25 Fair Tax Act of 2021; S.380 Health Savings Act of 2021; S.125 Protecting Life in Health Savings Accounts Act; HR 53 Freedom for Families Act;. S222, H.R.835 American Opportunity Accounts Act; S.1959 Keeping Your Retirement Act of 2021;S.1870 Enhancing Emergency and Retirement Savings Act of 2021;H.R.2917 Retirement Parity for Student Loans Act of 2021; H.R.1166 & S275 Retirement Freedom Act;S.1889 Compassionate Retirement Act of 2021;H.R.2942 To amend the Internal Revenue Code of 1986 to increase the catch-up contribution limit for retirement plans H.R.2954 Securing a Strong Retirement Act of 2021 of participants age 62 through 64; H.R.984 Retirement Inflation Protection Act of 2021; S.1770 Retirement Security and Savings Act of 2021; HR 409 Emergency Pension Plan Relief Act of 2021; S.2603 Commission on Retirement Security Act of 2021; H.R.4268 Federal Retirement Fairness Act.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
S. 994, H.R. 2576 - For the 99.9 Percent Act S. 547, H.R. 409 - Butch Lewis Emergency Pension Plan Relief Act of 2021 H.R.822 - 117th Congress Permanently Repeal the Estate Tax Act of 2021 S.617 - 117th Congress Death Tax Repeal Act of 2021 Public Law 117-2 H.R. 2286 - To amend the Internal Revenue Code of 1986 to treat property transferred by gift or at death as sold for fair market value, and for other purposes. S. 1770 - Retirement Security and Savings Act of 2021 H.R. 2954 - Securing a Strong Retirement Act of 2021 Issues related to retirement S Con Res 14 HR 5376, Build Back Better Act
Client expense: $600,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
2022 · first_quarter · Taxation/Internal Revenue Code
S. 994/H.R. 2576 - For the 99.9 Percent Act; S. 547/H.R. 409 - Butch Lewis Emergency Pension Plan Relief Act of 2021; H.R. 822 - 117th Congress Permanently Repeal the Estate Tax Act of 2021; S. 617 - 117th Congress Death Tax Repeal Act of 2021; American Rescue Plan Act of 2021 (PL 117-2); H.R. 2286 - To amend the Internal Revenue Code of 1986 to treat property transferred by gift or at death as sold for fair market value, and for other purposes; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021; Issues related to retirement; S. Con. Res. 14; HR 5376 - Build Back Better Act.
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2021 · fourth_quarter · Retirement
Build Back Better Act (BBBA) - H.R. 5376 - retirement policy and revenue-raising provisions Infrastructure Investment and Jobs Act (IIJA) - H.R. 3684 -defined benefit pension stabilization option provision Automatic Retirement Plan Act (ARPA) Retirement Improvement and Savings Enhancement (RISE) Act - H.R. 5891 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 ABLE Employment Flexibility ACT (AEFA) - H.R. 4672 Womens Retirement Protection Act (WRPA) - S. 2446/H.R. 4678 Encouraging Americans to Save Act (EASA_ - S. 2452/H.R. 2913 Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Retirement Security Flexibility Act - S. 2602 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing ERISA Uniformity Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Electronic communication Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans - implementation issues American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - PBGC, IRS - IFR - new assistance program for financially troubled multiemployer plans DOL/IRS/PBGC - Form 5500 reporting requirements - proposed rules and forms revisions PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL/EBSA- Environmental, Social and Governance (ESG) investment and proxy voting guidance, - proposed regulations, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements
Client expense: $326,282 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Management & Budget (OMB), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of, White House Office
2021 · fourth_quarter · Retirement
Issues related to multi-employer pension plans. H.R. 409-Emergency Pension Plan Relief Act of 2021. S. 547-Butch Lewis Emergency Pension Plan Relief Act of 2021. Issues related to Special Financial Assistance for Troubled Multiemployer Pension Plans.
Client expense: $310,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Alcohol & Tobacco Tax & Trade Bureau (TTB), Centers For Disease Control & Prevention (CDC), Commerce, Dept of (DOC), Federal Motor Carrier Safety Administration, Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Institute on Alcohol Abuse & Alcoholism (NIAA), President of the U.S., SENATE, Treasury, Dept of, U.S. Trade Representative (USTR), White House Office
2021 · fourth_quarter · Retirement
Assist client with issues pertaining to retirement savings and rules and health savings, education savings; H.R.5832 and S 1730 Retirement Savings Lost and Found Act of 2021; H.R.25 Fair Tax Act of 2021; S.380 Health Savings Act of 2021; S.125 Protecting Life in Health Savings Accounts Act; HR 53 Freedom for Families Act;. S222, H.R.835 American Opportunity Accounts Act; S.1959 Keeping Your Retirement Act of 2021;S.1870 Enhancing Emergency and Retirement Savings Act of 2021;H.R.2917 Retirement Parity for Student Loans Act of 2021; H.R.1166 & S275 Retirement Freedom Act;S.1889 Compassionate Retirement Act of 2021;H.R.2942 To amend the Internal Revenue Code of 1986 to increase the catch-up contribution limit for retirement plans H.R.2954 Securing a Strong Retirement Act of 2021 of participants age 62 through 64; H.R.984 Retirement Inflation Protection Act of 2021; S.1770 Retirement Security and Savings Act of 2021; HR 409 Emergency Pension Plan Relief Act of 2021; S.2603 Commission on Retirement Security Act of 2021; H.R.4268 Federal Retirement Fairness Act.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2021 · third_quarter · Retirement
Legislative Build Back Better Act (BBBA) - retirement savings provisions Infrastructure Investment and Jobs Act (IIJA) - defined benefit pension stabilization option provision Automatic Retirement Plan Act (ARPA) Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 ABLE Employment Flexibility ACT (AEFA) - H.R. 4672 Womens Retirement Protection Act (WRPA) - S. 2446/H.R. 4678 Encouraging Americans to Save Act (EASA_ - S. 2452/H.R. 2913 Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Retirement Security Flexibility Act - S. 2602 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing ERISA Uniformity Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Extension of spousal consent to defined contribution plans Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans - implementation issues American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - PBGC, IRS - IFR - new assistance program for financially troubled multiemployer plans DOL/IRS/PBGC - Form 5500 reporting requirements - proposed rules and forms revisions PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS -Employee Plans Compliance Resolution System (EPCRS) - updated IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - Notice 2021-48 - guidance on single-employer pension plan relief included in the American Rescue Plan Act of 2021 (ARPA) DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements - temporary frequently asked questions (FAQs) - timing clarification DOL - redefinition of fiduciary DOL -de-risking of defined benefit pension plans Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Client expense: $397,192 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
S. 994, H.R. 2576 - For the 99.9 Percent Act S. 547, H.R. 409 - Butch Lewis Emergency Pension Plan Relief Act of 2021 H.R.822 - 117th Congress Permanently Repeal the Estate Tax Act of 2021 S.617 - 117th Congress Death Tax Repeal Act of 2021 Public Law 117-2 H.R. 2286 - To amend the Internal Revenue Code of 1986 to treat property transferred by gift or at death as sold for fair market value, and for other purposes. S. 1770 - Retirement Security and Savings Act of 2021 H.R. 2954 - Securing a Strong Retirement Act of 2021 Issues related to retirement S Con Res 14
Client expense: $440,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
2021 · fourth_quarter · Taxation/Internal Revenue Code
S. 994/H.R. 2576 - For the 99.9 Percent Act; S. 547/H.R. 409 - Butch Lewis Emergency Pension Plan Relief Act of 2021; H.R. 822 - 117th Congress Permanently Repeal the Estate Tax Act of 2021; S. 617 - 117th Congress Death Tax Repeal Act of 2021; American Rescue Plan Act of 2021 (PL 117-2); H.R. 2286 - To amend the Internal Revenue Code of 1986 to treat property transferred by gift or at death as sold for fair market value, and for other purposes; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021; Issues related to retirement; S. Con. Res. 14.
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
2021 · third_quarter · Retirement
Issues related to multi-employer pension plans. H.R. 409-Emergency Pension Plan Relief Act of 2021. S. 547-Butch Lewis Emergency Pension Plan Relief Act of 2021. Issues related to Special Financial Assistance for Troubled Multiemployer Pension Plans.
Client expense: $130,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Alcohol & Tobacco Tax & Trade Bureau (TTB), Centers For Disease Control & Prevention (CDC), Commerce, Dept of (DOC), Federal Motor Carrier Safety Administration, Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Institute on Alcohol Abuse & Alcoholism (NIAA), SENATE, Treasury, Dept of, U.S. Trade Representative (USTR), White House Office
2021 · third_quarter · Retirement
Legislative Build Back Better Act (BBBA) - retirement savings provisions Infrastructure Investment and Jobs Act (IIJA) - defined benefit pension stabilization option provision Automatic Retirement Plan Act (ARPA) Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 ABLE Employment Flexibility ACT (AEFA) - H.R. 4672 Womens Retirement Protection Act (WRPA) - S. 2446/H.R. 4678 Encouraging Americans to Save Act (EASA_ - S. 2452/H.R. 2913 Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Retirement Security Flexibility Act - S. 2602 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing ERISA Uniformity Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Extension of spousal consent to defined contribution plans Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans - implementation issues American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - PBGC, IRS - IFR - new assistance program for financially troubled multiemployer plans DOL/IRS/PBGC - Form 5500 reporting requirements - proposed rules and forms revisions PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS -Employee Plans Compliance Resolution System (EPCRS) - updated IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - Notice 2021-48 - guidance on single-employer pension plan relief included in the American Rescue Plan Act of 2021 (ARPA) DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements - temporary frequently asked questions (FAQs) - timing clarification DOL - redefinition of fiduciary DOL -de-risking of defined benefit pension plans Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Client expense: $397,192 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
2021 · third_quarter · Retirement
Assist client with issues pertaining to retirement savings and rules and health savings, education savings; H.R.25 FairTax Act of 2021; S.380 Health Savings Act of 2021; S.125 Protecting Life in Health Savings Accounts Act; HR 53 Freedom for Families Act;. S222, H.R.835 American Opportunity Accounts Act; S.1959 Keeping Your Retirement Act of 2021;S.1870 Enhancing Emergency and Retirement Savings Act of 2021;H.R.2917 Retirement Parity for Student Loans Act of 2021; H.R.1166 & S275 Retirement Freedom Act;S.1889 Compassionate Retirement Act of 2021;H.R.2942 To amend the Internal Revenue Code of 1986 to increase the catch-up contribution limit for retirement plans H.R.2954 Securing a Strong Retirement Act of 2021 of participants age 62 through 64; H.R.984 Retirement Inflation Protection Act of 2021; S.1770 Retirement Security and Savings Act of 2021; HR 409 Emergency Pension Plan Relief Act of 2021; S.2603 Commission on Retirement Security Act of 2021; H.R.4268 Federal Retirement Fairness Act.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2021 · third_quarter · Taxation/Internal Revenue Code
S. 994/H.R. 2576 - For the 99.9 Percent Act; S. 547/H.R. 409 - Butch Lewis Emergency Pension Plan Relief Act of 2021; H.R. 822 - 117th Congress Permanently Repeal the Estate Tax Act of 2021; S. 617 - 117th Congress Death Tax Repeal Act of 2021; American Rescue Plan Act of 2021 (PL 117-2); H.R. 2286 - To amend the Internal Revenue Code of 1986 to treat property transferred by gift or at death as sold for fair market value, and for other purposes; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021; Issues related to retirement; S. Con. Res. 14.
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
S. 994, H.R. 2576 - For the 99.9 Percent Act S. 547, H.R. 409 - Butch Lewis Emergency Pension Plan Relief Act of 2021 H.R.822 - 117th Congress Permanently Repeal the Estate Tax Act of 2021 S.617 - 117th Congress Death Tax Repeal Act of 2021 Public Law 117-2 H.R. 2286 - To amend the Internal Revenue Code of 1986 to treat property transferred by gift or at death as sold for fair market value, and for other purposes. S. 1770 - Retirement Security and Savings Act of 2021 H.R. 2954 - Securing a Strong Retirement Act of 2021 Issues related to retirement S Con Res 14
Client expense: $340,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
S. 994, H.R. 2576 - For the 99.9 Percent Act S. 547, H.R. 409 - Butch Lewis Emergency Pension Plan Relief Act of 2021 H.R.822 - 117th Congress Permanently Repeal the Estate Tax Act of 2021 S.617 - 117th Congress Death Tax Repeal Act of 2021 H.R.1319 - 117th Congress American Rescue Plan Act of 2021 H.R. 2286 - To amend the Internal Revenue Code of 1986 to treat property transferred by gift or at death as sold for fair market value, and for other purposes. S. 1770 - Retirement Security and Savings Act of 2021 H.R. 2954 - Securing a Strong Retirement Act of 2021 Issues related to retirement
Client expense: $570,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
2021 · first_quarter · Retirement
The International Brotherhood of Electrical Workers (IBEW) lobbied in support of the Emergency Pension Plan Relief Act (H.R. 409/H.R. 423/S. 547).
Client expense: $97,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2021 · second_quarter · Retirement
Legislative Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization FY2022 budget proposal Administration - Infrastructure proposal Automatic Retirement Plan Act (ARPA) Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization - implementation issues DOL - Independent Contractor Rule - withdrawal of final rule PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - - request for guidance on defined benefit funding implementation DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Form 5500 Reporting Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Client expense: $305,341 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
2021 · second_quarter · Retirement
Issues related to multi-employer pension plans. H.R. 409-Emergency Pension Plan Relief Act of 2021. S. 547-Butch Lewis Emergency Pension Plan Relief Act of 2021.
Client expense: $210,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Alcohol & Tobacco Tax & Trade Bureau (TTB), Centers For Disease Control & Prevention (CDC), Commerce, Dept of (DOC), Federal Motor Carrier Safety Administration, Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Justice, Dept of (DOJ), Natl Institute on Alcohol Abuse & Alcoholism (NIAA), SENATE, Treasury, Dept of, U.S. Trade Representative (USTR), White House Office
2021 · second_quarter · Taxation/Internal Revenue Code
S. 994/H.R. 2576 - For the 99.9 Percent Act; S. 547/H.R. 409 - Butch Lewis Emergency Pension Plan Relief Act of 2021; H.R. 822 - 117th Congress Permanently Repeal the Estate Tax Act of 2021; S. 617 - 117th Congress Death Tax Repeal Act of 2021; American Rescue Plan Act of 2021 (PL 117-2); H.R. 2286 - To amend the Internal Revenue Code of 1986 to treat property transferred by gift or at death as sold for fair market value, and for other purposes; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021; Issues related to retirement
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
2021 · second_quarter · Retirement
Legislative Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization FY2022 budget proposal Administration - Infrastructure proposal Automatic Retirement Plan Act (ARPA) Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization - implementation issues DOL - Independent Contractor Rule - withdrawal of final rule PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - - request for guidance on defined benefit funding implementation DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Form 5500 Reporting Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Client expense: $324,796 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
2021 · first_quarter · Retirement
H.R. 409, the Emergency Pension Plan Relief Act of 2021, legislation to provide relief for multiemployer and single employer pension plans; entire bill. H.R. 423, the Emergency Pension Plan Relief Act of 2021, legislation to provide relief for multiemployer and single employer pension plans; entire bill. H. Con. Res. 11, Establishing the congressional budget for the United States Government for fiscal year 2021 and setting forth the appropriate budgetary levels for fiscal years 2022 through 2030, Title II, Section 2001 (b) & (l), regarding reconciliation instructions for the Committees on Education and Labor & Ways and Means. S. Con. Res. 5, A concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2021 and setting forth the appropriate budgetary levels for fiscal years 2022 through 2030, Section 2002(e) & (g), regarding reconciliation instructions for the Committees on Finance and Health, Education, Labor, and Pensions. H.R. 1319, the American Rescue Plan Act of 2021, legislation to provide for reconciliation pursuant to Title II of S. Con. Res. 5; Title IX, Subtitle H, "Pensions." H.R. 1319, the American Rescue Plan Act, legislation to provide for reconciliation pursuant to Title II of S. Con. Res. 5; proposed amendments to authorize alternative structures for multiemployer pension plans to provide a secure, sustainable retirement for workers while ensuring the viability of sponsoring employers (no amendments introduced). Implementation of Pub. L. 117-2, the American Rescue Plan Act of 2021, legislation to provide for reconciliation pursuant to Title II of S. Con. Res. 5; Title IX, Subtitle H, Section 9704, Special Financial Assistance Program for Financially Troubled Multiemployer Plans. Department of Labor proposed rule regarding "Financial Factors in Selecting Plan Investments" (85 Fed. Reg. 39113, June 30, 2020).
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, Pension Benefit Guaranty Corporation (PBGC), SENATE
2021 · first_quarter · Retirement
H.R. 409, the Emergency Pension Plan Relief Act of 2021, legislation to provide relief for multiemployer and single employer pension plans; entire bill. H.R. 423, the Emergency Pension Plan Relief Act of 2021, legislation to provide relief for multiemployer and single employer pension plans; entire bill. H. Con. Res. 11, Establishing the congressional budget for the United States Government for fiscal year 2021 and setting forth the appropriate budgetary levels for fiscal years 2022 through 2030, Title II, Section 2001 (b) & (l), regarding reconciliation instructions for the Committees on Education and Labor & Ways and Means. S. Con. Res. 5, A concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2021 and setting forth the appropriate budgetary levels for fiscal years 2022 through 2030, Section 2002(e) & (g), regarding reconciliation instructions for the Committees on Finance and Health, Education, Labor, and Pensions. H.R. 1319, the American Rescue Plan Act of 2021, legislation to provide for reconciliation pursuant to Title II of S. Con. Res. 5; Title IX, Subtitle H, "Pensions." H.R. 1319, the American Rescue Plan Act, legislation to provide for reconciliation pursuant to Title II of S. Con. Res. 5; proposed amendments to authorize alternative structures for multiemployer pension plans to provide a secure, sustainable retirement for workers while ensuring the viability of sponsoring employers (no amendments introduced). Implementation of Pub. L. 117-2, the American Rescue Plan Act of 2021, legislation to provide for reconciliation pursuant to Title II of S. Con. Res. 5; Title IX, Subtitle H, Section 9704, Special Financial Assistance Program for Financially Troubled Multiemployer Plans. Department of Labor proposed rule regarding "Financial Factors in Selecting Plan Investments" (85 Fed. Reg. 39113, June 30, 2020).
Client expense: Not reported · Firm income: $45,000
Government targets: HOUSE OF REPRESENTATIVES, Pension Benefit Guaranty Corporation (PBGC), SENATE
2021 · first_quarter · Taxation/Internal Revenue Code
S. 994, H.R. 2576 - For the 99.9 Percent Act; S. 547, H.R. 409 - Butch Lewis Emergency Pension Plan Relief Act of 2021; H.R. 822 - 117th Congress Permanently Repeal the Estate Tax Act of 2021; S. 617 - 117th Congress Death Tax Repeal Act of 2021; H.R. 1319 - 117th Congress American Rescue Plan Act of 2021; Issues related to retirement.
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2021 · first_quarter · Retirement
Issues related to multi-employer pension plans. H.R. 409-Emergency Pension Plan Relief Act of 2021. S. 547-Butch Lewis Emergency Pension Plan Relief Act of 2021.
Client expense: $200,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Alcohol & Tobacco Tax & Trade Bureau (TTB), Centers For Disease Control & Prevention (CDC), Commerce, Dept of (DOC), Federal Motor Carrier Safety Administration, Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Natl Institute on Alcohol Abuse & Alcoholism (NIAA), SENATE, Treasury, Dept of, U.S. Trade Representative (USTR), White House Office
S. 994, H.R. 2576 - For the 99.9 Percent Act S. 547, H.R. 409 - Butch Lewis Emergency Pension Plan Relief Act of 2021 H.R.822 - 117th Congress Permanently Repeal the Estate Tax Act of 2021 S.617 - 117th Congress Death Tax Repeal Act of 2021 H.R.1319 - 117th Congress American Rescue Plan Act of 2021 Issues related to retirement
Client expense: $450,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2021 · first_quarter · Retirement
Giving Retirement Options to Workers Act - Seeking reintroduction of the "Giving Retirement Options to Workers Act", a bill to amend the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986 to authorize a new composite multiemployer pension plan design, and for other purposes. (no bill introduced) H.R. 409, Emergency Pension Plan Relief Act of 2021 - to provide relief for multiemployer and single employer pension plans, and for other purposes. Entire bill H.R. 423, Emergency Pension Plan Relief Act of 2021 - to provide relief for multiemployer and single employer pension plans, and for other purposes. Entire bill H.R. 1319, American Rescue Plan Act of 2021 - to provide additional relief to address the continued impact of COVID-19 (i.e., coronavirus diesease 2019) on the economy, public health, state and local governments, individuals, and businesses. Specifically Title IX "Committee on Finance", Subtitle H "Pensions".
Client expense: $100,000 · Firm income: Not reported
Government targets: Council on Environmental Quality (CEQ), Energy, Dept of, Executive Office of the President (EOP), Federal Highway Administration (FHA), Federal Transit Administration (FTA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Interior, Dept of (DOI), Labor, Dept of (DOL), Natl Economic Council (NEC), Occupational Safety & Health Administration (OSHA), SENATE, Transportation, Dept of (DOT), White House Office
2021 · first_quarter · Retirement
The International Brotherhood of Electrical Workers (IBEW) lobbied in support of the Emergency Pension Plan Relief Act (H.R. 409/H.R. 423/S. 547).
Client expense: $134,325 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
S. 994, H.R. 2576 - For the 99.9 Percent Act S. 547, H.R. 409 - Butch Lewis Emergency Pension Plan Relief Act of 2021 H.R.822 - 117th Congress Permanently Repeal the Estate Tax Act of 2021 S.617 - 117th Congress Death Tax Repeal Act of 2021 H.R.1319 - 117th Congress American Rescue Plan Act of 2021 Issues related to retirement
Client expense: $440,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2021 · first_quarter · Labor Issues/Antitrust/Workplace
Composite pension plans and alternative plan designs; Multiemployer Pension Recapitalization and Reform Act of 2021 (S.589); Emergency Pension Plan Relief Act of 2021 (H.R.409, H.R.423, S.547); American Rescue Plan Act of 2021 (H.R.1319)
Client expense: $30,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2021 · first_quarter · Retirement
Legislative Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization FY21 Budget Reconciliation Bill - single-employer pension funding stabilization FY22 Budget Reconciliation Bill Administration - Infrastructure proposal Automatic Retirement Plan Act (ARPA) SECURE 2.0 - (A Secure Retirement Act) - comprehensive bipartisan proposal Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing Financial wellness, emergency savings Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization - implementation issues DOL - Independent Contractor Rule - proposed withdrawal of final rule PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - proposed regulations on automatic postponements during Federally declared disasters IRS - Final Rule Exempting Volunteer Executives from Excise Tax White House Memorandum - Regulatory Freeze Pending Review Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy White House Memorandum - Modernizing Regulatory Review DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - - request for guidance on defined benefit funding implementation DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - confirmation of effective date of prohibited transaction exemption Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements Cybersecurity Emergency savings Executive compensation ERISA Uniformity Form 5500 Reporting Mortality Tables - Improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans
Client expense: $324,796 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
2021 · first_quarter · Retirement
H.R. 409, the Emergency Pension Plan Relief Act of 2021, legislation to provide relief for multiemployer and single employer pension plans; entire bill. H.R. 423, the Emergency Pension Plan Relief Act of 2021, legislation to provide relief for multiemployer and single employer pension plans; entire bill. H. Con. Res. 11, Establishing the congressional budget for the United States Government for fiscal year 2021 and setting forth the appropriate budgetary levels for fiscal years 2022 through 2030, Title II, Section 2001 (b) & (l), regarding reconciliation instructions for the Committees on Education and Labor & Ways and Means. S. Con. Res. 5, A concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2021 and setting forth the appropriate budgetary levels for fiscal years 2022 through 2030, Section 2002(e) & (g), regarding reconciliation instructions for the Committees on Finance and Health, Education, Labor, and Pensions. H.R. 1319, the American Rescue Plan Act of 2021, legislation to provide for reconciliation pursuant to Title II of S. Con. Res. 5; Title IX, Subtitle H, "Pensions." H.R. 1319, the American Rescue Plan Act, legislation to provide for reconciliation pursuant to Title II of S. Con. Res. 5; proposed amendments to authorize alternative structures for multiemployer pension plans to provide a secure, sustainable retirement for workers while ensuring the viability of sponsoring employers (no amendments introduced). Implementation of Pub. L. 117-2, the American Rescue Plan Act of 2021, legislation to provide for reconciliation pursuant to Title II of S. Con. Res. 5; Title IX, Subtitle H, Section 9704, Special Financial Assistance Program for Financially Troubled Multiemployer Plans. Department of Labor proposed rule regarding "Financial Factors in Selecting Plan Investments" (85 Fed. Reg. 39113, June 30, 2020).
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, White House Office
2021 · first_quarter · Retirement
S 1431(116th), Retirement Security and Savings Act - modifies various tax policies, credits, and requirements that apply to employer-provided retirement plans and Individual Retirement Accounts. HR 6732 (116th), vETF - direct the Secretary of the Treasury to modify certain regulations relating to insurance-dedicated exchange-traded funds. ISSUE Investment Advice Standard of Conduct DRAFTAutomatic Retirement Plan Act of 2020 - require employers to offer a 401(k) or 403(b) plan HR 8696 (116th), Securing a Strong Retirement Act - modifies various tax policies, credits, and requirements that apply to employer-provided retirement plans and Individual Retirement Accounts. HR 6994/S 3795 (116th), Registration for Index Linked Annuities (RILA) Act - requires the Securities and Exchange Commission (SEC) to create a new form for the registration of index linked annuities. DRAFTPortable Retirement and Investment Account (PRIA) Act - to establish portable retirement accounts DRAFTWell-Being Insurance for Seniors to be at Home (WISH) Act - create a public-private partnership to provide long-term health care insurance for older adults. HR 409, Emergency Pension Plan Relief Act - provide relief for multiemployer and single employer pension plans, and for other purposes. HR 423, Emergency Pension Plan Relief Act - provide relief for multiemployer and single employer pension plans, and for other purposes. HR 699, Mutual Fund Litigation Reform Act - amend the Investment Company Act of 1940 to provide complaint and burden of proof requirements for certain actions for breach of fiduciary duty HR 725/S 153, Personalized Care Act - amend the Internal Revenue Code of 1986 to expand and improve health savings accounts, and for other purposes. HR 984, Retirement Inflation Protection Act - allows the basis of certain assets to be adjusted for inflation solely for the purpose of determining the gain or loss. S 380, Health Savings Act - modifies the requirements for health savings accounts (HSAs). HR 1584, Protecting Retirement Savers and Everyday Investors Act - impose a limitation on taxation and fees on transactions by certain securities industry participants. HR 1618/S 606, RESPOND Act - require the FRB and SEC to issue an annual report on the economic costs caused by the impacts of climate change, to require the Federal Retirement Thrift Investment Board to establish a Federal Advisory Panel on the Economics of Climate Change. DRAFT Emergency Savings - to facilitate emergency savings within retirement accounts.
Client expense: $860,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Federal Deposit Insurance Corporation (FDIC), Federal Emergency Management Agency (FEMA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Copyright Office, U.S. Postal Service (USPS)