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Legislative Progress
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vs 9,698 other HR bills in the 117th — cohort avg 63d
Well-Being Insurance for Seniors to be at Home Act or the WISH Act This bill provides initial funding to establish a federal long-term care insurance benefit and puts in place a new payroll tax to finance the benefit in the future. The initial funding for the benefit and related outreach must be repaid to the Department of the Treasury within 10 years.
These links require the bill number to appear in the filing's source-reported specific issue text. Client expenses and lobbying-firm income are separate disclosure fields.
Filing registrants (13)
Referred to the Subcommittee on Social Security.
Referred to the House Committee on Ways and Means.
Introduced in House
Congress.gov source codes: 1000, Intro-H
Bills with similar content found using semantic analysis.
Sources: Congress.gov
2024 · fourth_quarter · Firearms/Guns/Ammunition
The National Association for Gun Rights advocates on behalf of gun owners for pro-Second Amendment related public policy issues including but not limited to the following subject areas and their respective executive departments/agencies and legislative committees: Firearms, ammunition, accessories, right to possess purchase own and carry, background checks, mental health, NICS, registration requirements/databases, federal gun free zones, NFA of 1934, GCA of 1968, gun related Executive Orders, actions, nominations or treaties, 1st and 4th amendment protections for gun owners, and related appropriations. In each case NAGR opposes gun control and supports removing restrictions on the right to bear arms. Legislation before the 117th Congress that NAGR is actively following and lobbying on may include, but is not limited to: House Bills and Resolutions: H.R. 28, H.R. 38, H.R. 48, H.R. 52, H.R. 53, H.R. 100, H.R. 151, H.R. 152, H.R. 168, H.R. 173, H.R. 283, H.R. 363, H.R. 374, H.R. 381, H.R. 396, H.R. 450, H.R. 646, H.R. 660, H.R. 698, H.R. 715, H.R. 730, H.R. 768, H.R. 790, H.R. 816, H.R. 1095, H.R. 1271, H.R. 1699, H.R. 2392, H.R. 2418, H.R. 2502, H.R. 2538,. H.J. Res. 44, H.R. 2753, H.R. 2985, H.R. 3018, H.R. 3122, H.R. 3155, H.R. 3212, H.R. 4201,. H.R. 4283, H.R. 4289, H.R. 4679, H.R. 4860, H.R. 4965, H.R. 4992, H.R. 5135, H.R. 5508, H.R. 5561, H.R. 5727, H.R. 5767, H.R. 6154, H.R. 6172, H.R. 6504, H.R. 6596, H.R.6734, H.R. 6824, H.R. 6981, H.R. 7040, H.R. 9534 Senate Bills and Resolutions: S. 14, S. 25, S. 163, S. 173, S. 203, S. 252, S. 361, S. 401, S. 827, S. 951, S. 1383, S. 1949, S. 2652, S. 2802, S.2911, S. 2926, S. 3212, S. 3223, S. 3369, S. 3407, S. 3531 Non-legislative issues lobbied before Congress, the BATFE, Executive Office of the President, but not limited to: The ATF and Justice Department rulemaking on AR and AK pistol braces. We are opposed to their rulemaking. The UN Small Arms Treaty. We are opposed to the UN ATT and support the United States removing its signature. We are oppose the ATF rule on Stabilizing Braces and the ATF rule redefining gun merchants.
Client expense: $314,838 · Firm income: Not reported
Government targets: Bureau of Alcohol Tobacco Firearms & Explosives, Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE
H.R. 8018/S. 3109 Alleviating Barriers for Caregivers Act. No bill number. Discussed retirement issues. S. 4398, the Retirement Investment in Small Employers Act. H.R. 6007, the Retirement Investment in Small Employers Act. H.R. 6065, the Retirement Savings for Americans Act of 2023. S. 3102, Retirement Savings for Americans Act of 2023. H.R. 5060, Women's Retirement Protection Act. S. 2627, the Women's Retirement Protection Act. S. 2517/ H.R. 4924, the Auto Reenroll Act of 2023. H.R. 7293, the Automatic IRA Act of 2024. No bill number. Discussed Social Security cost-of-living adjustments. S. 597/H.R. 82, the Social Security Fairness Act of 2023. H.R. 5342, the Equal Treatment of Public Servants Act of 2023. H.R. 4260, the Public Servants Protection and Fairness Act of 2023. No bill number. Discussed customer service at the Social Security Administration. No bill number. Discussed Social Security solvency and financing. No bill number. Discussed fast track entitlement and fiscal commission. S. 2767/H.R. 5408, the SSI Savings Penalty Elimination Act. H.R. 4289 (117th Congress), WISH Act
Client expense: $5,580,000 · Firm income: Not reported
S. 3702/H.R. 7165, the Credit for Caring Act. S. 3254/H.R 7222, the Lowering Costs for Caregivers Act. H.R. 4539, the Casualty Loss Deduction Restoration Act. S. 2236, the Casualty Loss Deduction Restoration Act. H.R. 9361, the EITC for Older Workers Act. S. 3680/ H.R. 8860, the Paid Family and Medical Leave Tax Credit Extension and Enhancement Act. No bill number. Discussed the taxation of Social Security benefits. H.R. 3238/S. 1557, the Affordable Housing Credit Improvement Act. H.R. 3940/S. 657, the Neighborhood Homes Investment Act. H.R. 3032/S. 3020, the Volunteer Driver Tax Appreciation Act. No bill number. Discussed Affordable Care Act premium tax credits. H.R. 4289 (117th Congress), WISH Act.
Client expense: $5,580,000 · Firm income: Not reported
2024 · third_quarter · Firearms/Guns/Ammunition
The National Association for Gun Rights advocates on behalf of gun owners for pro-Second Amendment related public policy issues including but not limited to the following subject areas and their respective executive departments/agencies and legislative committees: Firearms, ammunition, accessories, right to possess purchase own and carry, background checks, mental health, NICS, registration requirements/databases, federal gun free zones, NFA of 1934, GCA of 1968, gun related Executive Orders, actions, nominations or treaties, 1st and 4th amendment protections for gun owners, and related appropriations. In each case NAGR opposes gun control and supports removing restrictions on the right to bear arms. Legislation before the 117th Congress that NAGR is actively following and lobbying on may include, but is not limited to: House Bills and Resolutions: H.R. 28, H.R. 38, H.R. 48, H.R. 52, H.R. 53, H.R. 100, H.R. 151, H.R. 152, H.R. 168, H.R. 173, H.R. 283, H.R. 363, H.R. 374, H.R. 381, H.R. 396, H.R. 450, H.R. 646, H.R. 660, H.R. 698, H.R. 715, H.R. 730, H.R. 768, H.R. 790, H.R. 816, H.R. 1095, H.R. 1271, H.R. 1699, H.R. 2392, H.R. 2418, H.R. 2502, H.R. 2538,. H.J. Res. 44, H.R. 2753, H.R. 2985, H.R. 3018, H.R. 3122, H.R. 3155, H.R. 3212, H.R. 4201,. H.R. 4283, H.R. 4289, H.R. 4679, H.R. 4860, H.R. 4965, H.R. 4992, H.R. 5135, H.R. 5508, H.R. 5561, H.R. 5727, H.R. 5767, H.R. 6154, H.R. 6172, H.R. 6504, H.R. 6596, H.R.6734, H.R. 6824, H.R. 6981, H.R. 7040, H.R. 9534 Senate Bills and Resolutions: S. 14, S. 25, S. 163, S. 173, S. 203, S. 252, S. 361, S. 401, S. 827, S. 951, S. 1383, S. 1949, S. 2652, S. 2802, S.2911, S. 2926, S. 3212, S. 3223, S. 3369, S. 3407, S. 3531 Non-legislative issues lobbied before Congress, the BATFE, Executive Office of the President, but not limited to: The ATF and Justice Department rulemaking on AR and AK pistol braces. We are opposed to their rulemaking. The UN Small Arms Treaty. We are opposed to the UN ATT and support the United States removing its signature. We are oppose the ATF rule on Stabilizing Braces and the ATF rule redefining gun merchants.
2024 · third_quarter · Taxation/Internal Revenue Code
S. 4740 - Secure Family Futures Act OT bill - Secure Family Futures Act of 2023, or H.R. 5707 Life Insurance Tax Stabilization Proposal (no bill introduced yet) Ordinary Treatment of Bonds (Senate Wyden Modernization of Derivatives Act) S.2621 - 117th Congress (2021-2022) Modernization of Derivatives Tax Act of 2021 Build Back Better Act (H.R. 5376) Wyden Tax Wealth Like Wages (mark-to-market) discussion paper (no bill introduced yet) Long Term Care Suozzi WISH ACT H.R.4289 - 117th Congress (2021-2022) WISH Act Long-Term Care Affordability Act S. 2415 - 117th Congress (2021-2022) H.R. 7107 - 117th Congress (2021-2022) Inflation Reduction Act of 2022 H.R. 5376 - 117th Congress (2021-2022) Private Placement Life Insurance (no bill introduced yet)
Client expense: $809,027 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Social Security Administration (SSA), Treasury, Dept of, White House Office
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Client expense: $166,298 · Firm income: Not reported
Government targets: Bureau of Alcohol Tobacco Firearms & Explosives, Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE
2024 · third_quarter · Taxation/Internal Revenue Code
TAX - Quarter 3 2024 Life Insurance Tax Stabilization Proposal (no bill introduced yet) Build Back Better Act (H.R. 5376) Wyden Tax Wealth Like Wages (mark-to-market) discussion paper (no bill introduced yet) Long Term Care Suozzi WISH ACT H.R.4289 - 117th Congress (2021-2022) WISH Act Long-Term Care Affordability Act S. 2415 - 117th Congress (2021-2022) H.R. 7107 - 117th Congress (2021-2022) Inflation Reduction Act of 2022
Client expense: $740,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · second_quarter · Firearms/Guns/Ammunition
The National Association for Gun Rights advocates on behalf of gun owners for pro-Second Amendment related public policy issues including but not limited to the following subject areas and their respective executive departments/agencies and legislative committees: Firearms, ammunition, accessories, right to possess purchase own and carry, background checks, mental health, NICS, registration requirements/databases, federal gun free zones, NFA of 1934, GCA of 1968, gun related Executive Orders, actions, nominations or treaties, 1st and 4th amendment protections for gun owners, and related appropriations. In each case NAGR opposes gun control and supports removing restrictions on the right to bear arms. Legislation before the 117th Congress that NAGR is actively following and lobbying on may include, but is not limited to: House Bills and Resolutions: H.R. 28, H.R. 38, H.R. 48, H.R. 52, H.R. 53, H.R. 100, H.R. 151, H.R. 152, H.R. 168, H.R. 173, H.R. 283, H.R. 363, H.R. 374, H.R. 381, H.R. 396, H.R. 450, H.R. 646, H.R. 660, H.R. 698, H.R. 715, H.R. 730, H.R. 768, H.R. 790, H.R. 816, H.R. 1095, H.R. 1271, H.R. 1699, H.R. 2392, H.R. 2418, H.R. 2502, H.R. 2538,. H.J. Res. 44, H.R. 2753, H.R. 2985, H.R. 3018, H.R. 3122, H.R. 3155, H.R. 3212, H.R. 4201,. H.R. 4283, H.R. 4289, H.R. 4679, H.R. 4860, H.R. 4965, H.R. 4992, H.R. 5135, H.R. 5508, H.R. 5561, H.R. 5727, H.R. 5767, H.R. 6154, H.R. 6172, H.R. 6504, H.R. 6596, H.R.6734, H.R. 6824, H.R. 6981, H.R. 7040 Senate Bills and Resolutions: S. 14, S. 25, S. 163, S. 173, S. 203, S. 252, S. 361, S. 401, S. 827, S. 951, S. 1383, S. 1949, S. 2652, S. 2802, S.2911, S. 2926, S. 3212, S. 3223, S. 3369, S. 3407, S. 3531 Non-legislative issues lobbied before Congress, the BATFE, Executive Office of the President, but not limited to: The ATF and Justice Department rulemaking on AR and AK pistol braces. We are opposed to their rulemaking. The UN Small Arms Treaty. We are opposed to the UN ATT and support the United States removing its signature. We are oppose the ATF rule on Stabilizing Braces and the ATF rule redefining gun merchants.
Client expense: $350,294 · Firm income: Not reported
Government targets: Bureau of Alcohol Tobacco Firearms & Explosives, Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE
2024 · second_quarter · Taxation/Internal Revenue Code
OT bill - Secure Family Futures Act of 2023, or H.R. 5707 Life Insurance Tax Stabilization Proposal (no bill introduced yet) Ordinary Treatment of Bonds (Senate Wyden Modernization of Derivatives Act) S.2621 - 117th Congress (2021-2022) Modernization of Derivatives Tax Act of 2021 Build Back Better Act (H.R. 5376) Wyden Tax Wealth Like Wages (mark-to-market) discussion paper (no bill introduced yet) Long Term Care Suozzi WISH ACT H.R.4289 - 117th Congress (2021-2022) WISH Act Long-Term Care Affordability Act S. 2415 - 117th Congress (2021-2022) H.R. 7107 - 117th Congress (2021-2022) Inflation Reduction Act of 2022 H.R. 5376 - 117th Congress (2021-2022) Private Placement Life Insurance (no bill introduced yet)
Client expense: $798,458 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · second_quarter · Taxation/Internal Revenue Code
TAX - Quarter 2 2024 OT bill - Secure Family Futures Act of 2023, or H.R. 5707 Life Insurance Tax Stabilization Proposal (no bill introduced yet) Ordinary Treatment of Bonds (Senate Wyden Modernization of Derivatives Act) S.2621 - 117th Congress (2021-2022) Modernization of Derivatives Tax Act of 2021 Build Back Better Act (H.R. 5376) Wyden Tax Wealth Like Wages (mark-to-market) discussion paper (no bill introduced yet) Long Term Care Suozzi WISH ACT H.R.4289 - 117th Congress (2021-2022) WISH Act Long-Term Care Affordability Act S. 2415 - 117th Congress (2021-2022) H.R. 7107 - 117th Congress (2021-2022) Inflation Reduction Act of 2022 H.R. 5376 - 117th Congress (2021-2022)
Client expense: $620,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · first_quarter · Firearms/Guns/Ammunition
The National Association for Gun Rights advocates on behalf of gun owners for pro-Second Amendment related public policy issues including but not limited to the following subject areas and their respective executive departments/agencies and legislative committees: Firearms, ammunition, accessories, right to possess purchase own and carry, background checks, mental health, NICS, registration requirements/databases, federal gun free zones, NFA of 1934, GCA of 1968, gun related Executive Orders, actions, nominations or treaties, 1st and 4th amendment protections for gun owners, and related appropriations. In each case NAGR opposes gun control and supports removing restrictions on the right to bear arms. Legislation before the 117th Congress that NAGR is actively following and lobbying on may include, but is not limited to: House Bills and Resolutions: H.R. 28, H.R. 38, H.R. 48, H.R. 52, H.R. 53, H.R. 100, H.R. 151, H.R. 152, H.R. 168, H.R. 173, H.R. 283, H.R. 363, H.R. 374, H.R. 381, H.R. 396, H.R. 450, H.R. 646, H.R. 660, H.R. 698, H.R. 715, H.R. 730, H.R. 768, H.R. 790, H.R. 816, H.R. 1095, H.R. 1271, H.R. 1699, H.R. 2392, H.R. 2418, H.R. 2502, H.R. 2538,. H.J. Res. 44, H.R. 2753, H.R. 2985, H.R. 3018, H.R. 3122, H.R. 3155, H.R. 3212, H.R. 4201,. H.R. 4283, H.R. 4289, H.R. 4679, H.R. 4860, H.R. 4965, H.R. 4992, H.R. 5135, H.R. 5508, H.R. 5561, H.R. 5727, H.R. 5767, H.R. 6154, H.R. 6172, H.R. 6504, H.R. 6596, H.R.6734, H.R. 6824, H.R. 6981, H.R. 7040 Senate Bills and Resolutions: S. 14, S. 25, S. 163, S. 173, S. 203, S. 252, S. 361, S. 401, S. 827, S. 951, S. 1383, S. 1949, S. 2652, S. 2802, S.2911, S. 2926, S. 3212, S. 3223, S. 3369, S. 3407, S. 3531 Non-legislative issues lobbied before Congress, the BATFE, Executive Office of the President, but not limited to: The ATF and Justice Department rulemaking on AR and AK pistol braces. We are opposed to their rulemaking. The UN Small Arms Treaty. We are opposed to the UN ATT and support the United States removing its signature. We are oppose the ATF rule on Stabilizing Braces and the ATF rule redefining gun merchants.
Client expense: $195,023 · Firm income: Not reported
Government targets: Bureau of Alcohol Tobacco Firearms & Explosives, Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE
2024 · first_quarter · Taxation/Internal Revenue Code
TAX - Quarter 1 2024 OT bill - Secure Family Futures Act of 2023, or H.R. 5707 Life Insurance Tax Stabilization Proposal (no bill introduced yet) Ordinary Treatment of Bonds (Senate Wyden Modernization of Derivatives Act) S.2621 - 117th Congress (2021-2022) Modernization of Derivatives Tax Act of 2021 Build Back Better Act (H.R. 5376) Wyden Tax Wealth Like Wages (mark-to-market) discussion paper (no bill introduced yet) Long Term Care Suozzi WISH ACT H.R.4289 - 117th Congress (2021-2022) WISH Act Long-Term Care Affordability Act S. 2415 - 117th Congress (2021-2022) H.R. 7107 - 117th Congress (2021-2022) Inflation Reduction Act of 2022 H.R. 5376 - 117th Congress (2021-2022) Private Placement Life Insurance (no bill introduced yet)
Client expense: $940,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · first_quarter · Taxation/Internal Revenue Code
OT bill - Secure Family Futures Act of 2023, or H.R. 5707 Life Insurance Tax Stabilization Proposal (no bill introduced yet) Ordinary Treatment of Bonds (Senate Wyden Modernization of Derivatives Act) S.2621 - 117th Congress (2021-2022) Modernization of Derivatives Tax Act of 2021 Build Back Better Act (H.R. 5376) Wyden Tax Wealth Like Wages (mark-to-market) discussion paper (no bill introduced yet) Long Term Care Suozzi WISH ACT H.R.4289 - 117th Congress (2021-2022) WISH Act Long-Term Care Affordability Act S. 2415 - 117th Congress (2021-2022) H.R. 7107 - 117th Congress (2021-2022) Inflation Reduction Act of 2022 H.R. 5376 - 117th Congress (2021-2022) Private Placement Life Insurance (no bill introduced yet)
Client expense: $1,042,541 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2023 · fourth_quarter · Firearms/Guns/Ammunition
The National Association for Gun Rights advocates on behalf of gun owners for pro-Second Amendment related public policy issues including but not limited to the following subject areas and their respective executive departments/agencies and legislative committees: Firearms, ammunition, accessories, right to possess purchase own and carry, background checks, mental health, NICS, registration requirements/databases, federal gun free zones, NFA of 1934, GCA of 1968, gun related Executive Orders, actions, nominations or treaties, 1st and 4th amendment protections for gun owners, and related appropriations. In each case NAGR opposes gun control and supports removing restrictions on the right to bear arms. Legislation before the 117th Congress that NAGR is actively following and lobbying on may include, but is not limited to: House Bills and Resolutions: H.R. 28, H.R. 38, H.R. 48, H.R. 52, H.R. 53, H.R. 100, H.R. 151, H.R. 152, H.R. 168, H.R. 173, H.R. 283, H.R. 363, H.R. 374, H.R. 381, H.R. 396, H.R. 450, H.R. 646, H.R. 660, H.R. 698, H.R. 715, H.R. 730, H.R. 768, H.R. 790, H.R. 816, H.R. 1095, H.R. 1271, H.R. 1699, H.R. 2392, H.R. 2418, H.R. 2502, H.R. 2538,. H.J. Res. 44, H.R. 2753, H.R. 2985, H.R. 3018, H.R. 3122, H.R. 3155, H.R. 3212, H.R. 4201,. H.R. 4283, H.R. 4289, H.R. 4679, H.R. 4860, H.R. 4965, H.R. 4992, H.R. 5135, H.R. 5508, H.R. 5561, H.R. 5727, H.R. 5767, H.R. 6154, H.R. 6172, H.R. 6504, H.R. 6596, H.R.6734, H.R. 6824, H.R. 6981, H.R. 7040 Senate Bills and Resolutions: S. 14, S. 25, S. 163, S. 173, S. 203, S. 252, S. 361, S. 401, S. 827, S. 951, S. 1383, S. 1949, S. 2652, S. 2802, S.2911, S. 2926, S. 3212, S. 3223, S. 3369, S. 3407, S. 3531 Non-legislative issues lobbied before Congress, the BATFE, Executive Office of the President, but not limited to: The ATF and Justice Department rulemaking on AR and AK pistol braces. We are opposed to their rulemaking. The UN Small Arms Treaty. We are opposed to the UN ATT and support the United States removing its signature. We are oppose the ATF rule on Stabilizing Braces and the ATF rule redefining gun merchants.
Client expense: $78,720 · Firm income: Not reported
Government targets: Bureau of Alcohol Tobacco Firearms & Explosives, Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE
2023 · fourth_quarter · Taxation/Internal Revenue Code
TAX - Quarter 4 2023 OT bill - Secure Family Futures Act of 2023, or H.R. 5707 Life Insurance Tax Stabilization Proposal (no bill introduced yet) Ordinary Treatment of Bonds (Senate Wyden Modernization of Derivatives Act) o S.2621 - 117th Congress (2021-2022) Modernization of Derivatives Tax Act of 2021 Build Back Better Act (H.R. 5376) Wyden Tax Wealth Like Wages (mark-to-market) discussion paper (no bill introduced yet) Long Term Care Suozzi WISH ACT o H.R.4289 - 117th Congress (2021-2022) WISH Act Long-Term Care Affordability Act o S. 2415 - 117th Congress (2021-2022) o H.R. 7107 - 117th Congress (2021-2022) Inflation Reduction Act of 2022 o H.R. 5376 - 117th Congress (2021-2022)
Client expense: $900,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2023 · fourth_quarter · Taxation/Internal Revenue Code
OT bill - Secure Family Futures Act of 2023, or H.R. 5707 Life Insurance Tax Stabilization Proposal (no bill introduced yet) Ordinary Treatment of Bonds (Senate Wyden Modernization of Derivatives Act) S.2621 - 117th Congress (2021-2022) Modernization of Derivatives Tax Act of 2021 Build Back Better Act (H.R. 5376) Wyden Tax Wealth Like Wages (mark-to-market) discussion paper (no bill introduced yet) Long Term Care Suozzi WISH ACT H.R.4289 - 117th Congress (2021-2022) WISH Act Long-Term Care Affordability Act S. 2415 - 117th Congress (2021-2022) H.R. 7107 - 117th Congress (2021-2022) Inflation Reduction Act of 2022 H.R. 5376 - 117th Congress (2021-2022)
Client expense: $1,035,678 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2023 · third_quarter · Taxation/Internal Revenue Code
TAX - Quarter 3 2023 OT bill - Secure Family Futures Act of 2023, or H.R. 5707 Life Insurance Tax Stabilization Proposal (no bill introduced yet) Ordinary Treatment of Bonds (Senate Wyden Modernization of Derivatives Act) o S.2621 - 117th Congress (2021-2022) Modernization of Derivatives Tax Act of 2021 Build Back Better Act (H.R. 5376) Wyden Tax Wealth Like Wages (mark-to-market) discussion paper (no bill introduced yet) Long Term Care Suozzi WISH ACT o H.R.4289 - 117th Congress (2021-2022) WISH Act Long-Term Care Affordability Act o S. 2415 - 117th Congress (2021-2022) o H.R. 7107 - 117th Congress (2021-2022) Inflation Reduction Act of 2022 o H.R. 5376 - 117th Congress (2021-2022)
Client expense: $780,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2023 · third_quarter · Firearms/Guns/Ammunition
The National Association for Gun Rights advocates on behalf of gun owners for pro-Second Amendment related public policy issues including but not limited to the following subject areas and their respective executive departments/agencies and legislative committees: Firearms, ammunition, accessories, right to possess purchase own and carry, background checks, mental health, NICS, registration requirements/databases, federal gun free zones, NFA of 1934, GCA of 1968, gun related Executive Orders, actions, nominations or treaties, 1st and 4th amendment protections for gun owners, and related appropriations. In each case NAGR opposes gun control and supports removing restrictions on the right to bear arms. Legislation before the 117th Congress that NAGR is actively following and lobbying on may include, but is not limited to: House Bills and Resolutions: H.R. 28, H.R. 38, H.R. 48, H.R. 52, H.R. 53, H.R. 100, H.R. 151, H.R. 152, H.R. 168, H.R. 173, H.R. 283, H.R. 363, H.R. 374, H.R. 381, H.R. 396, H.R. 450, H.R. 646, H.R. 660, H.R. 698, H.R. 715, H.R. 730, H.R. 768, H.R. 790, H.R. 816, H.R. 1095, H.R. 1271, H.R. 1699, H.R. 2392, H.R. 2418, H.R. 2502, H.R. 2538,. H.J. Res. 44, H.R. 2753, H.R. 2985, H.R. 3018, H.R. 3122, H.R. 3155, H.R. 3212, H.R. 4201,. H.R. 4283, H.R. 4289, H.R. 4679, H.R. 4860, H.R. 4965, H.R. 4992, H.R. 5135, H.R. 5508, H.R. 5561, H.R. 5727, H.R. 5767. Senate Bills and Resolutions: S. 14, S. 25, S. 163, S. 173, S. 203, S. 252, S. 361, S. 401, S. 827, S. 951, S. 1383, S. 1949, S. 2652, S. 2802, S.2911. Non-legislative issues lobbied before Congress, the BATFE, Executive Office of the President, but not limited to: The ATF and Justice Department rulemaking on AR and AK pistol braces. We are opposed to their rulemaking. The UN Small Arms Treaty. We are opposed to the UN ATT and support the United States removing its signature. We are oppose the ATF rule on Stabilizing Braces and the ATF rule redefining gun merchants.
Client expense: $288,323 · Firm income: Not reported
Government targets: Bureau of Alcohol Tobacco Firearms & Explosives, Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE
2023 · third_quarter · Taxation/Internal Revenue Code
OT bill - Secure Family Futures Act of 2023, or H.R. 5707 Life Insurance Tax Stabilization Proposal (no bill introduced yet) Ordinary Treatment of Bonds (Senate Wyden Modernization of Derivatives Act) S.2621 - 117th Congress (2021-2022) Modernization of Derivatives Tax Act of 2021 Build Back Better Act (H.R. 5376) Wyden Tax Wealth Like Wages (mark-to-market) discussion paper (no bill introduced yet) Long Term Care Suozzi WISH ACT H.R.4289 - 117th Congress (2021-2022) WISH Act Long-Term Care Affordability Act S. 2415 - 117th Congress (2021-2022) H.R. 7107 - 117th Congress (2021-2022) Inflation Reduction Act of 2022 H.R. 5376 - 117th Congress (2021-2022)
Client expense: $887,493 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2023 · second_quarter · Taxation/Internal Revenue Code
Life Insurance Tax Stabilization Proposal (no bill introduced yet) Ordinary Treatment of Bonds (Senate Wyden Modernization of Derivatives Act) S.2621 - 117th Congress (2021-2022) Modernization of Derivatives Tax Act of 2021 Build Back Better Act (H.R. 5376) Wyden Tax Wealth Like Wages (mark-to-market) discussion paper (no bill introduced yet) Long Term Care Suozzi WISH ACT H.R.4289 - 117th Congress (2021-2022) WISH Act Long-Term Care Affordability Act S. 2415 - 117th Congress (2021-2022) H.R. 7107 - 117th Congress (2021-2022) Inflation Reduction Act of 2022 H.R. 5376 - 117th Congress (2021-2022)
Client expense: $980,852 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2023 · second_quarter · Taxation/Internal Revenue Code
TAX - Quarter 2 2023 Life Insurance Tax Stabilization Proposal (no bill introduced yet) Ordinary Treatment of Bonds (Senate Wyden Modernization of Derivatives Act) o S.2621 - 117th Congress (2021-2022) Modernization of Derivatives Tax Act of 2021 Build Back Better Act (H.R. 5376) Wyden Tax Wealth Like Wages (mark-to-market) discussion paper (no bill introduced yet) Long Term Care Suozzi WISH ACT o H.R.4289 - 117th Congress (2021-2022) WISH Act Long-Term Care Affordability Act o S. 2415 - 117th Congress (2021-2022) o H.R. 7107 - 117th Congress (2021-2022) Inflation Reduction Act of 2022 o H.R. 5376 - 117th Congress (2021-2022)
Client expense: $720,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2023 · second_quarter · Taxation/Internal Revenue Code
TAX - Quarter 2 2023 Life Insurance Tax Stabilization Proposal (no bill introduced yet) Ordinary Treatment of Bonds (Senate Wyden Modernization of Derivatives Act) o S.2621 - 117th Congress (2021-2022) Modernization of Derivatives Tax Act of 2021 Build Back Better Act (H.R. 5376) Wyden Tax Wealth Like Wages (mark-to-market) discussion paper (no bill introduced yet) Long Term Care Suozzi WISH ACT o H.R.4289 - 117th Congress (2021-2022) WISH Act Long-Term Care Affordability Act o S. 2415 - 117th Congress (2021-2022) o H.R. 7107 - 117th Congress (2021-2022) Inflation Reduction Act of 2022 o H.R. 5376 - 117th Congress (2021-2022)
Client expense: $580,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2023 · first_quarter · Taxation/Internal Revenue Code
TAX - Quarter 1 2023 Life Insurance Tax Stabilization Proposal (no bill introduced yet) Ordinary Treatment of Bonds (Senate Wyden Modernization of Derivatives Act) o S.2621 - 117th Congress (2021-2022) Modernization of Derivatives Tax Act of 2021 Build Back Better Act (H.R. 5376) Wyden Tax Wealth Like Wages (mark-to-market) discussion paper (no bill introduced yet) Long Term Care Suozzi WISH ACT o H.R.4289 - 117th Congress (2021-2022) WISH Act Long-Term Care Affordability Act o S. 2415 - 117th Congress (2021-2022) o H.R. 7107 - 117th Congress (2021-2022) Inflation Reduction Act of 2022 o H.R. 5376 - 117th Congress (2021-2022)
Client expense: $1,180,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Health Issues
HR2114- To amend titles XVIII and XIX of the Social Security Act to require skilled nursing facilities, nursing facilities, and intermediate care facilities for the intellectually disabled to permit certain essential caregiver visitors during a public health emergency under the Medicare and Medicaid programs. HR331- Nurses CARE Act of 2021 Nurses Certification And Recognition of Experience Act of 2021 HR828- PREPARE LTC Act Promoting Restoration of Emergency Preparedness and Advancing Response to Epidemics in Long-Term Care Act HR844-PROTECT Long Term Care Facilities Act Protecting Residents with Oversight, Transparency, and Enforcement for Compassionate Treatment in Long Term Care Facilities Act S230 PREPARE LTC Act Promoting Restoration of Emergency Preparedness and Advancing Response to Epidemics in Long-Term Care Act S782 Nursing Home Reform Modernization Act of 2021 SRes151- A resolution calling on the President and the Secretary of Health and Human Services to take action to lower prescription drug costs. S24 Protecting Personal Health Data Act S286 Coronavirus Vaccine Act H.R 2922 Elder Abuse Protection Act of 2021 Support HR 1985 Support HR 2319 Support HR 3650 Support HR 3733 Support HR 4289 Support HR 5169 Support HR 598 Support HR 727 Support S 2048 Support S 2694 Support S 315 Support S 317 Support S 333 Support S 782 Support S 596 Support S 4381 Ensuring Seniors Access to Quality Care Act Monitoring HR3617 MORE Act Marijuana Opportunity Reinvestment and Expungement Act Supporting S3431 Revitalizing the Aging Network Act Monitoring HR6000 Cures 2.0 Act
Client expense: $29,721 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Taxation/Internal Revenue Code
TAX - Quarter 4 2022 Life Insurance Tax Stabilization Proposal (no bill introduced yet) Ordinary Treatment of Bonds (Senate Wyden Modernization of Derivatives Act) o S.2621 - 117th Congress (2021-2022) Modernization of Derivatives Tax Act of 2021 Build Back Better Act (H.R. 5376) Wyden Tax Wealth Like Wages (mark-to-market) discussion paper (no bill introduced yet) Long Term Care Suozzi WISH ACT o H.R.4289 - 117th Congress (2021-2022) WISH Act Long-Term Care Affordability Act o S. 2415 - 117th Congress (2021-2022) o H.R. 7107 - 117th Congress (2021-2022) Inflation Reduction Act of 2022 o H.R. 5376 - 117th Congress (2021-2022)
Client expense: $890,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Retirement
ISSUE Investment Advice Standard of Conduct 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. S 1443Retirement Parity for Student Loans Act -- allows certain employer-sponsored retirement plans to make matching contributions for an employee's student loan payments HR 2951 To direct the Secretary of the Treasury to modify Treasury Regulations relating to insurance-dedicated exchange-traded funds - enables ETFs as investment option in variable insurance products HR 2944 Reducing the Maximum Service Requirement for Long-term Part-time Workers to Make Elective Deferrals to 401(k) Plans Act -- to reduce the retirement plan period of service requirements for long-term, part-time employees. S 1703Improving Access to Retirement Savings Act of 2021 -- to increase retirement savings, to improve retirement plan administration, and for other purposes. S 1770Retirement Security & Savings Act -- to increase retirement savings, to improve retirement plan administration, and for other purposes. HR 3387/S 1762 Financial Factors in Selecting Retirement Plan Investment Act -- to permit retirement plans to consider certain factors in investment decisions. S 1272SIMPLE Plan Modernization Act -- increases the contribution limits for certain SIMPLE IRAs and modifies the requirements for replacing SIMPLE IRAs with 401(k) plans. HR 2741 Public Service Retirement Fairness Act -- To modify rules relating to 403(b) plans. HR 4262 Increasing Investor Opportunities Act - To amend the Investment Company Act of 1940 to prohibit limitations on closed-end companies investing in private funds S 2206Young American Savers Act of 2021 - directs the Department of the Treasury to establish as a permanent program the Federal Child Savings Account Program HR 4289 Well-Being Insurance for Seniors to be at Home (WISH) Act - to provide for long-term care insurance benefits HR 2913/S 2452 Encouraging Americans to Save Act - to provide matching payments for retirement savings and establish MyRA HR 4678/S 2446 Womens Retirement Protection Act of 2021 - to provide for greater spousal protection under defined contribution plans HR 5334/S 2870 Portable Retirement and Investment Account (PRIA) Act of 2021 - to establish portable retirement accounts S 2602,Retirement Security Flexibility Act of 2021 - modifies the nondiscrimination requirements that apply to certain employer-sponsored 401(k) retirement plans that include automatic contribution arrangements HR 2265, Financial Exploitation Prevention Act - allows for the delay of the redemption of a security issued by an open-end investment management company if the company or transfer agent reasonably believes the redemption involves the financial exploitation HR 5723, Social Security 2100 Act: A Sacred Trust - protect our Social Security system and improve benefits for current and future generations HR 4865/S 3198, Registration for Index Linked Annuities (RILA) Act - direct SEC to revise any rules necessary to enable issuers of index-linked annuities to register on a form tailored specifically to registered index-linked annuities S 2583 Disaster Retirement Savings Act - amend the Internal Revenue Code of 1986 to provide for rules for the use of retirement funds in connection with federally declared disasters. S 2601Strengthening Financial Security Through Short-Term Savings Accounts Act of 2021 -- allows employers to enroll employees in short-term savings accounts that are funded using automatic contributions deducted from participating employees' wages. HR 6746 Lifetime Income for Employees Act -- allows fiduciaries of pension plans to make default investment arrangements in annuity contracts HR 6782/S 3712 Auto Reenroll Act of 2022 -- allows sponsors of automatic contribution arrangements to reenroll their employees HR 5877/S 3746 Pension Risk Transfer Accountability Act of 2021 -- requires the Department of Labor to review pension risk transfer standards HR 6912 Pooled Employer Plan (PEP) Fix Act -- to require that named fiduciaries collect contributions to pooled employer plans HR 7107/S 2415 Long-Term Care Affordability Act -- allows the use of tax-exempt retirement plan distributions to pay for long-term health care insurance HR 7146/S 1870 Enhancing Emergency and Retirement Savings Act of 2022 -- permits penalty-free distributions, up to $1,000, from tax-exempt retirement plans for emergency personal expenses, limited to one distribution in a calendar year HR 2954 Securing a Strong Retirement of 2022 -- makes various changes with respect to employer-sponsored retirement plans, including providing for the automatic enrollment of employees in certain plans and increasing the age at which participants are required to begin receiving mandatory distributions. HR 7310, Protecting America's Retirement Security Act -- To protect Americas retirement security S 3955, Starter-K Act of 2022 -- allows employers who do not provide a retirement plan to establish a starter 401(k) deferral-only arrangement for plan years beginning after 2022 HR 7284, Informed Savers Act -- requires the Department of Labor to review the fee disclosure requirements associated with the administration of defined contribution retirement plans S 4086,Increasing Small Business Retirement Choices Act -- amend the Employee Retirement Income Security Act of 1974 to better enable plan sponsors to implement beneficial plan features S 4087, Information Needed for Financial Options Risk Mitigation (INFORM) Act -- require pension plans that offer participants and beneficiaries the option of receiving lifetime annuity payments as lump sum payments, to meet certain notice and disclosure requirements S 4103, Helping Parents Save for College Act of 2022 -- allows a retirement savings tax credit for contributions to any qualified tuition program (e.g., a 529 qualified tuition plan). It also permits a rollover of unused contributions to a ROTH IRA savings account S 4147, Financial Freedom Act -- prohibit the Secretary of Labor from constraining the range or type of investments that may be offered in individual retirement accounts S 4154, Simplifying Small Business Retirement Savings Act -- provide better access to retirement plans through small businesses S 4153, Incentivizing Small Business Retirement Savings Act -- allows eligible small employers an additional pension plan startup cost tax credit HR 7740/S 4219, Employee and Retiree Access to Justice Act - limit mandatory arbitration agreements under ERISA ISSUE, Davis-Bacon Benefits Proposed Rule DOL S 4241, INDEX Act -- to require investment advisers for passively managed funds to arrange for pass-through voting of proxies HR 7594/S 4097, Too Narrow to Succeed Act - instruct DOL to conduct a survey of best practices for increasing the diversity of the asset management firms that invest American workers retirement plan funds S 4310, Emergency Savings Act of 2022 -- allow employers to offer pension-linked emergency savings accounts for financial emergencies S 4353, RISE and SHINE Act -- amend the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986 to improve retirement plan provisions S 4361, Savvy Savers Act -- require reports to Congress on reporting and disclosure requirements related to retirement plans S 4102 SSI Savings Penalty Elimination Act - increases resource limits used to determine eligibility for the Supplemental Security Income (SSI) program HR 8521/S 4241 INDEX Act - guidelines for passively managed funds (e.g., index funds) that vote shares on behalf of fund investors in proxy shareholder votes S 4613 Maximize Americans Retirement Security Act - clarify the fiduciary duty of plan administrators to select and maintain investments based solely on pecuniary factors HR 8579 Retirement Protection Act of 2022 - increase retirement savings, simplify and clarify retirement plan rules S 4808 EARN Act - to reform retirement provisions S 4973 Retirement Savings Modernization Act - amend the Employee Retirement Income Security Act of 1974 to clarify the fiduciary duties regarding asset classes. HR 9252/ S 4406 Advancing Auto Portability Act - allows employees to transfer their retirement account upon terminating their employment to a similar account with a new employer. HR 9462/S 5271 Retirement Savings for Americans Act - establish the American Worker Retirement Plan HR 2617 Consolidated Appropriations Act, 2023 - to fund the government for through FY23, includes various retirement security provisions
Client expense: $810,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Health Issues
HR2114- To amend titles XVIII and XIX of the Social Security Act to require skilled nursing facilities, nursing facilities, and intermediate care facilities for the intellectually disabled to permit certain essential caregiver visitors during a public health emergency under the Medicare and Medicaid programs. HR331- Nurses CARE Act of 2021 Nurses Certification And Recognition of Experience Act of 2021 HR828- PREPARE LTC Act Promoting Restoration of Emergency Preparedness and Advancing Response to Epidemics in Long-Term Care Act HR844-PROTECT Long Term Care Facilities Act Protecting Residents with Oversight, Transparency, and Enforcement for Compassionate Treatment in Long Term Care Facilities Act S230 PREPARE LTC Act Promoting Restoration of Emergency Preparedness and Advancing Response to Epidemics in Long-Term Care Act S782 Nursing Home Reform Modernization Act of 2021 SRes151- A resolution calling on the President and the Secretary of Health and Human Services to take action to lower prescription drug costs. S24 Protecting Personal Health Data Act S286 Coronavirus Vaccine Act H.R 2922 Elder Abuse Protection Act of 2021 Support HR 1985 Support HR 2319 Support HR 3650 Support HR 3733 Support HR 4289 Support HR 5169 Support HR 598 Support HR 727 Support S 2048 Support S 2694 Support S 315 Support S 317 Support S 333 Support S 782 Support S 596 Support S 4381 Ensuring Seniors Access to Quality Care Act Monitoring HR3617 MORE Act Marijuana Opportunity Reinvestment and Expungement Act Supporting S3431 Revitalizing the Aging Network Act Monitoring HR6000 Cures 2.0 Act
Client expense: $47,954 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · first_quarter · Health Issues
HR2114- To amend titles XVIII and XIX of the Social Security Act to require skilled nursing facilities, nursing facilities, and intermediate care facilities for the intellectually disabled to permit certain essential caregiver visitors during a public health emergency under the Medicare and Medicaid programs. HR331- Nurses CARE Act of 2021 Nurses Certification And Recognition of Experience Act of 2021 HR828- PREPARE LTC Act Promoting Restoration of Emergency Preparedness and Advancing Response to Epidemics in Long-Term Care Act HR844-PROTECT Long Term Care Facilities Act Protecting Residents with Oversight, Transparency, and Enforcement for Compassionate Treatment in Long Term Care Facilities Act S230 PREPARE LTC Act Promoting Restoration of Emergency Preparedness and Advancing Response to Epidemics in Long-Term Care Act S782 Nursing Home Reform Modernization Act of 2021 SRes151- A resolution calling on the President and the Secretary of Health and Human Services to take action to lower prescription drug costs. S24 Protecting Personal Health Data Act S286 Coronavirus Vaccine Act H.R 2922 Elder Abuse Protection Act of 2021 Support HR 1985 Support HR 2319 Support HR 3650 Support HR 3733 Support HR 4289 Support HR 5169 Support HR 598 Support HR 727 Support S 2048 Support S 2694 Support S 315 Support S 317 Support S 333 Support S 782 Support S 596 Support S 57
Client expense: $45,049 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Taxation/Internal Revenue Code
PL 117-169 Inflation Reduction Act. S 2621 Modernization of Derivatives Tax Act of 2021. Issue: ordinary treatment of bonds. HR 3684 Infrastructure Investment and Jobs Act. HR 5376 Build Back Better Act. S 4820 / HR 7107 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty. HR 4289 WISH ACT. Issue: long term care.
Client expense: $310,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Taxation/Internal Revenue Code
Life Insurance Tax Stabilization Proposal (no bill introduced yet) Ordinary Treatment of Bonds (Senate Wyden Modernization of Derivatives Act) S.2621 - 117th Congress (2021-2022) Modernization of Derivatives Tax Act of 2021 Build Back Better Act (H.R. 5376) Wyden Tax Wealth Like Wages (mark-to-market) discussion paper (no bill introduced yet) Long Term Care Suozzi WISH ACT H.R.4289 - 117th Congress (2021-2022) WISH Act Long-Term Care Affordability Act S. 2415 - 117th Congress (2021-2022) H.R. 7107 - 117th Congress (2021-2022) Inflation Reduction Act of 2022 H.R. 5376 - 117th Congress (2021-2022)
Client expense: $792,515 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Taxation/Internal Revenue Code
TAX - 3rd Quarter 2022 Life Insurance Tax Stabilization Proposal (no bill introduced yet) Ordinary Treatment of Bonds (Senate Wyden Modernization of Derivatives Act) o S.2621 - 117th Congress (2021-2022) Modernization of Derivatives Tax Act of 2021 Build Back Better Act (H.R. 5376) Wyden Tax Wealth Like Wages (mark-to-market) discussion paper (no bill introduced yet) Long Term Care Suozzi WISH ACT o H.R.4289 - 117th Congress (2021-2022) WISH Act Long-Term Care Affordability Act o S. 2415 - 117th Congress (2021-2022) o H.R. 7107 - 117th Congress (2021-2022) Inflation Reduction Act of 2022 o H.R. 5376 - 117th Congress (2021-2022)
Client expense: $880,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Retirement
ISSUE Investment Advice Standard of Conduct 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. S 1443Retirement Parity for Student Loans Act -- allows certain employer-sponsored retirement plans to make matching contributions for an employee's student loan payments HR 2951 To direct the Secretary of the Treasury to modify Treasury Regulations relating to insurance-dedicated exchange-traded funds - enables ETFs as investment option in variable insurance products HR 2944 Reducing the Maximum Service Requirement for Long-term Part-time Workers to Make Elective Deferrals to 401(k) Plans Act -- to reduce the retirement plan period of service requirements for long-term, part-time employees. S 1703Improving Access to Retirement Savings Act of 2021 -- to increase retirement savings, to improve retirement plan administration, and for other purposes. S 1770Retirement Security & Savings Act -- to increase retirement savings, to improve retirement plan administration, and for other purposes. HR 3387/S 1762 Financial Factors in Selecting Retirement Plan Investment Act -- to permit retirement plans to consider certain factors in investment decisions. S 1272SIMPLE Plan Modernization Act -- increases the contribution limits for certain SIMPLE IRAs and modifies the requirements for replacing SIMPLE IRAs with 401(k) plans. HR 2741 Public Service Retirement Fairness Act -- To modify rules relating to 403(b) plans. HR 4262 Increasing Investor Opportunities Act - To amend the Investment Company Act of 1940 to prohibit limitations on closed-end companies investing in private funds S 2206Young American Savers Act of 2021 - directs the Department of the Treasury to establish as a permanent program the Federal Child Savings Account Program HR 4289 Well-Being Insurance for Seniors to be at Home (WISH) Act - to provide for long-term care insurance benefits HR 2913/S 2452 Encouraging Americans to Save Act - to provide matching payments for retirement savings and establish MyRA HR 4678/S 2446 Womens Retirement Protection Act of 2021 - to provide for greater spousal protection under defined contribution plans HR 5334/S 2870 Portable Retirement and Investment Account (PRIA) Act of 2021 - to establish portable retirement accounts S 2602,Retirement Security Flexibility Act of 2021 - modifies the nondiscrimination requirements that apply to certain employer-sponsored 401(k) retirement plans that include automatic contribution arrangements HR 2265, Financial Exploitation Prevention Act - allows for the delay of the redemption of a security issued by an open-end investment management company if the company or transfer agent reasonably believes the redemption involves the financial exploitation HR 5723, Social Security 2100 Act: A Sacred Trust - protect our Social Security system and improve benefits for current and future generations HR 4865/S 3198, Registration for Index Linked Annuities (RILA) Act - direct SEC to revise any rules necessary to enable issuers of index-linked annuities to register on a form tailored specifically to registered index-linked annuities S 2583 Disaster Retirement Savings Act - amend the Internal Revenue Code of 1986 to provide for rules for the use of retirement funds in connection with federally declared disasters. S 2601Strengthening Financial Security Through Short-Term Savings Accounts Act of 2021 -- allows employers to enroll employees in short-term savings accounts that are funded using automatic contributions deducted from participating employees' wages. HR 6746 Lifetime Income for Employees Act -- allows fiduciaries of pension plans to make default investment arrangements in annuity contracts HR 6782/S 3712 Auto Reenroll Act of 2022 -- allows sponsors of automatic contribution arrangements to reenroll their employees HR 5877/S 3746 Pension Risk Transfer Accountability Act of 2021 -- requires the Department of Labor to review pension risk transfer standards HR 6912 Pooled Employer Plan (PEP) Fix Act -- to require that named fiduciaries collect contributions to pooled employer plans HR 7107/S 2415 Long-Term Care Affordability Act -- allows the use of tax-exempt retirement plan distributions to pay for long-term health care insurance HR 7146/S 1870 Enhancing Emergency and Retirement Savings Act of 2022 -- permits penalty-free distributions, up to $1,000, from tax-exempt retirement plans for emergency personal expenses, limited to one distribution in a calendar year HR 2954 Securing a Strong Retirement of 2022 -- makes various changes with respect to employer-sponsored retirement plans, including providing for the automatic enrollment of employees in certain plans and increasing the age at which participants are required to begin receiving mandatory distributions. HR 7310, Protecting America's Retirement Security Act -- To protect Americas retirement security S 3955, Starter-K Act of 2022 -- allows employers who do not provide a retirement plan to establish a starter 401(k) deferral-only arrangement for plan years beginning after 2022 HR 7284, Informed Savers Act -- requires the Department of Labor to review the fee disclosure requirements associated with the administration of defined contribution retirement plans S 4086,Increasing Small Business Retirement Choices Act -- amend the Employee Retirement Income Security Act of 1974 to better enable plan sponsors to implement beneficial plan features S 4087, Information Needed for Financial Options Risk Mitigation (INFORM) Act -- require pension plans that offer participants and beneficiaries the option of receiving lifetime annuity payments as lump sum payments, to meet certain notice and disclosure requirements S 4103, Helping Parents Save for College Act of 2022 -- allows a retirement savings tax credit for contributions to any qualified tuition program (e.g., a 529 qualified tuition plan). It also permits a rollover of unused contributions to a ROTH IRA savings account S 4147, Financial Freedom Act -- prohibit the Secretary of Labor from constraining the range or type of investments that may be offered in individual retirement accounts S 4154, Simplifying Small Business Retirement Savings Act -- provide better access to retirement plans through small businesses S 4153, Incentivizing Small Business Retirement Savings Act -- allows eligible small employers an additional pension plan startup cost tax credit HR 7740/S 4219, Employee and Retiree Access to Justice Act - limit mandatory arbitration agreements under ERISA ISSUE, Davis-Bacon Benefits Proposed Rule DOL S 4241, INDEX Act -- to require investment advisers for passively managed funds to arrange for pass-through voting of proxies HR 7594/S 4097, Too Narrow to Succeed Act - instruct DOL to conduct a survey of best practices for increasing the diversity of the asset management firms that invest American workers retirement plan funds S 4310, Emergency Savings Act of 2022 -- allow employers to offer pension-linked emergency savings accounts for financial emergencies S 4353, RISE and SHINE Act -- amend the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986 to improve retirement plan provisions S 4361, Savvy Savers Act -- require reports to Congress on reporting and disclosure requirements related to retirement plans S 4406,Advancing Auto Portability Act -- to provide incentives for the use of automatic portability arrangements under defined contribution plans S 4102 SSI Savings Penalty Elimination Act - increases resource limits used to determine eligibility for the Supplemental Security Income (SSI) program HR 8521/S 4241 INDEX Act - guidelines for passively managed funds (e.g., index funds) that vote shares on behalf of fund investors in proxy shareholder votes S 4613 Maximize Americans Retirement Security Act - clarify the fiduciary duty of plan administrators to select and maintain investments based solely on pecuniary factors HR 8579 Retirement Protection Act of 2022 - increase retirement savings, simplify and clarify retirement plan rules S 4808 EARN Act - to reform retirement provisions
Client expense: $900,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · second_quarter · Health Issues
HR2114- To amend titles XVIII and XIX of the Social Security Act to require skilled nursing facilities, nursing facilities, and intermediate care facilities for the intellectually disabled to permit certain essential caregiver visitors during a public health emergency under the Medicare and Medicaid programs. HR331- Nurses CARE Act of 2021 Nurses Certification And Recognition of Experience Act of 2021 HR828- PREPARE LTC Act Promoting Restoration of Emergency Preparedness and Advancing Response to Epidemics in Long-Term Care Act HR844-PROTECT Long Term Care Facilities Act Protecting Residents with Oversight, Transparency, and Enforcement for Compassionate Treatment in Long Term Care Facilities Act S230 PREPARE LTC Act Promoting Restoration of Emergency Preparedness and Advancing Response to Epidemics in Long-Term Care Act S782 Nursing Home Reform Modernization Act of 2021 SRes151- A resolution calling on the President and the Secretary of Health and Human Services to take action to lower prescription drug costs. S24 Protecting Personal Health Data Act S286 Coronavirus Vaccine Act H.R 2922 Elder Abuse Protection Act of 2021 Support HR 1985 Support HR 2319 Support HR 3650 Support HR 3733 Support HR 4289 Support HR 5169 Support HR 598 Support HR 727 Support S 2048 Support S 2694 Support S 315 Support S 317 Support S 333 Support S 782 Support S 596 Support S 57
Client expense: $63,738 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · second_quarter · Taxation/Internal Revenue Code
S 2621 Modernization of Derivatives Tax Act of 2021. Issue: ordinary treatment of bonds. HR 3684 Infrastructure Investment and Jobs Act. HR 5376 Build Back Better Act. S 4820 / HR 7107 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty. HR 4289 WISH ACT. Issue: long term care.
Client expense: $140,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · second_quarter · Taxation/Internal Revenue Code
Life Insurance Tax Stabilization Proposal (no bill introduced yet) Ordinary Treatment of Bonds (Senate Wyden Modernization of Derivatives Act) S.2621 - 117th Congress (2021-2022) Modernization of Derivatives Tax Act of 2021 Infrastructure package (Bipartisan Infrastructure Package) Build Back Better Act (H.R. 5376) Wyden Tax Wealth Like Wages (mark-to-market) discussion paper (no bill introduced yet) Long Term Care Suozzi WISH ACT H.R.4289 - 117th Congress (2021-2022) WISH Act Long-Term Care Affordability Act S. 2415 - 117th Congress (2021-2022) H.R. 7107 - 117th Congress (2021-2022)
Client expense: $743,405 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · second_quarter · Taxation/Internal Revenue Code
TAX -Quarter 2 2022 Life Insurance Tax Stabilization Proposal (no bill introduced yet) Ordinary Treatment of Bonds (Senate Wyden Modernization of Derivatives Act) o S.2621 - 117th Congress (2021-2022) Modernization of Derivatives Tax Act of 2021 Infrastructure package (Bipartisan Infrastructure Package) Build Back Better Act (H.R. 5376) Wyden Tax Wealth Like Wages (mark-to-market) discussion paper (no bill introduced yet) Long Term Care Suozzi WISH ACT o H.R.4289 - 117th Congress (2021-2022) WISH Act Long-Term Care Affordability Act o S. 2415 - 117th Congress (2021-2022) o H.R. 7107 - 117th Congress (2021-2022)
Client expense: $360,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · second_quarter · Retirement
ISSUE Investment Advice Standard of Conduct 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. S 1443Retirement Parity for Student Loans Act -- allows certain employer-sponsored retirement plans to make matching contributions for an employee's student loan payments HR 2951 To direct the Secretary of the Treasury to modify Treasury Regulations relating to insurance-dedicated exchange-traded funds - enables ETFs as investment option in variable insurance products HR 2944 Reducing the Maximum Service Requirement for Long-term Part-time Workers to Make Elective Deferrals to 401(k) Plans Act -- to reduce the retirement plan period of service requirements for long-term, part-time employees. S 1703Improving Access to Retirement Savings Act of 2021 -- to increase retirement savings, to improve retirement plan administration, and for other purposes. S 1770Retirement Security & Savings Act -- to increase retirement savings, to improve retirement plan administration, and for other purposes. HR 3387/S 1762 Financial Factors in Selecting Retirement Plan Investment Act -- to permit retirement plans to consider certain factors in investment decisions. S 1272SIMPLE Plan Modernization Act -- increases the contribution limits for certain SIMPLE IRAs and modifies the requirements for replacing SIMPLE IRAs with 401(k) plans. HR 2741 Public Service Retirement Fairness Act -- To modify rules relating to 403(b) plans. HR 4262 Increasing Investor Opportunities Act - To amend the Investment Company Act of 1940 to prohibit limitations on closed-end companies investing in private funds S 2206Young American Savers Act of 2021 - directs the Department of the Treasury to establish as a permanent program the Federal Child Savings Account Program HR 4289 Well-Being Insurance for Seniors to be at Home (WISH) Act - to provide for long-term care insurance benefits HR 2913/S 2452 Encouraging Americans to Save Act - to provide matching payments for retirement savings and establish MyRA HR 4678/S 2446 Womens Retirement Protection Act of 2021 - to provide for greater spousal protection under defined contribution plans HR 5334/S 2870 Portable Retirement and Investment Account (PRIA) Act of 2021 - to establish portable retirement accounts S 2602,Retirement Security Flexibility Act of 2021 - modifies the nondiscrimination requirements that apply to certain employer-sponsored 401(k) retirement plans that include automatic contribution arrangements HR 2265, Financial Exploitation Prevention Act - allows for the delay of the redemption of a security issued by an open-end investment management company if the company or transfer agent reasonably believes the redemption involves the financial exploitation HR 5723, Social Security 2100 Act: A Sacred Trust - protect our Social Security system and improve benefits for current and future generations HR 5891, Retirement Improvement and Savings Enhancement (RISE) Act - to improve and enhance retirement savings HR 4865/S 3198, Registration for Index Linked Annuities (RILA) Act - direct SEC to revise any rules necessary to enable issuers of index-linked annuities to register on a form tailored specifically to registered index-linked annuities S 2583 Disaster Retirement Savings Act - amend the Internal Revenue Code of 1986 to provide for rules for the use of retirement funds in connection with federally declared disasters. S 2601Strengthening Financial Security Through Short-Term Savings Accounts Act of 2021 -- allows employers to enroll employees in short-term savings accounts that are funded using automatic contributions deducted from participating employees' wages. HR 6746 Lifetime Income for Employees Act -- allows fiduciaries of pension plans to make default investment arrangements in annuity contracts HR 6782/S 3712 Auto Reenroll Act of 2022 -- allows sponsors of automatic contribution arrangements to reenroll their employees HR 5877/S 3746 Pension Risk Transfer Accountability Act of 2021 -- requires the Department of Labor to review pension risk transfer standards HR 6912 Pooled Employer Plan (PEP) Fix Act -- to require that named fiduciaries collect contributions to pooled employer plans HR 7107/S 2415 Long-Term Care Affordability Act -- allows the use of tax-exempt retirement plan distributions to pay for long-term health care insurance HR 7146/S 1870 Enhancing Emergency and Retirement Savings Act of 2022 -- permits penalty-free distributions, up to $1,000, from tax-exempt retirement plans for emergency personal expenses, limited to one distribution in a calendar year HR 2954 Securing a Strong Retirement of 2022 -- makes various changes with respect to employer-sponsored retirement plans, including providing for the automatic enrollment of employees in certain plans and increasing the age at which participants are required to begin receiving mandatory distributions. HR 7310, Protecting America's Retirement Security Act -- To protect Americas retirement security S 3955, Starter-K Act of 2022 -- allows employers who do not provide a retirement plan to establish a starter 401(k) deferral-only arrangement for plan years beginning after 2022 HR 7284, Informed Savers Act -- requires the Department of Labor to review the fee disclosure requirements associated with the administration of defined contribution retirement plans S 4086,Increasing Small Business Retirement Choices Act -- amend the Employee Retirement Income Security Act of 1974 to better enable plan sponsors to implement beneficial plan features S 4087, Information Needed for Financial Options Risk Mitigation (INFORM) Act -- require pension plans that offer participants and beneficiaries the option of receiving lifetime annuity payments as lump sum payments, to meet certain notice and disclosure requirements S 4103, Helping Parents Save for College Act of 2022 -- allows a retirement savings tax credit for contributions to any qualified tuition program (e.g., a 529 qualified tuition plan). It also permits a rollover of unused contributions to a ROTH IRA savings account S 4147, Financial Freedom Act -- prohibit the Secretary of Labor from constraining the range or type of investments that may be offered in individual retirement accounts S 4154, Simplifying Small Business Retirement Savings Act -- provide better access to retirement plans through small businesses S 4153, Incentivizing Small Business Retirement Savings Act -- allows eligible small employers an additional pension plan startup cost tax credit HR 7740/S 4219, Employee and Retiree Access to Justice Act - limit mandatory arbitration agreements under ERISA ISSUE, Davis-Bacon Benefits Proposed Rule DOL S 4241, INDEX Act -- to require investment advisers for passively managed funds to arrange for pass-through voting of proxies HR 7594/S 4097, Too Narrow to Succeed Act - instruct DOL to conduct a survey of best practices for increasing the diversity of the asset management firms that invest American workers retirement plan funds S 4310, Emergency Savings Act of 2022 -- allow employers to offer pension-linked emergency savings accounts for financial emergencies S 4353, RISE and SHINE Act -- amend the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986 to improve retirement plan provisions S 4361, Savvy Savers Act -- require reports to Congress on reporting and disclosure requirements related to retirement plans DRAFT, Enhancing American Retirement Now (EARN) Act - to improve retirement security S 4406,Advancing Auto Portability Act -- to provide incentives for the use of automatic portability arrangements under defined contribution plans
Client expense: $940,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · first_quarter · Taxation/Internal Revenue Code
S 2621 Modernization of Derivatives Tax Act of 2021. Issue: ordinary treatment of bonds. HR 3684 Infrastructure Investment and Jobs Act. HR 5376 Build Back Better Act. S 4820 / HR 7107 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty. HR 4289 WISH ACT. Issue: long term care.
Client expense: $390,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · first_quarter · Health Issues
Issues related to long-term care insurance and retirement security and savings; H.R. 4289 -- Well-Being Insurance for Seniors to be at Home (WISH) Act.
Client expense: Not reported · Firm income: $36,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · first_quarter · Insurance
Issues related to long-term care insurance and retirement security and savings; H.R. 4289 -- Well-Being Insurance for Seniors to be at Home (WISH) Act.
Client expense: Not reported · Firm income: $36,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · first_quarter · Taxation/Internal Revenue Code
Issues related to long-term care insurance and retirement security and savings; H.R. 4289 -- Well-Being Insurance for Seniors to be at Home (WISH) Act.
Client expense: Not reported · Firm income: $36,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · first_quarter · Taxation/Internal Revenue Code
S 2621 Modernization of Derivatives Tax Act of 2021. Issue: ordinary treatment of bonds. HR 3684 Infrastructure Investment and Jobs Act. HR 5376 Build Back Better Act. S 4820 / HR 7107 The Long Term Care Affordability Act: Issue: Would allow individuals to pay up to $2,500 a year for long-term care insurance with their 401(k), 403(b) or IRA accounts without a tax penalty. HR 4289 WISH ACT. Issue: long term care.
Client expense: $550,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · first_quarter · Health Issues
HR2114- To amend titles XVIII and XIX of the Social Security Act to require skilled nursing facilities, nursing facilities, and intermediate care facilities for the intellectually disabled to permit certain essential caregiver visitors during a public health emergency under the Medicare and Medicaid programs. HR331- Nurses CARE Act of 2021 Nurses Certification And Recognition of Experience Act of 2021 HR828- PREPARE LTC Act Promoting Restoration of Emergency Preparedness and Advancing Response to Epidemics in Long-Term Care Act HR844-PROTECT Long Term Care Facilities Act Protecting Residents with Oversight, Transparency, and Enforcement for Compassionate Treatment in Long Term Care Facilities Act S230 PREPARE LTC Act Promoting Restoration of Emergency Preparedness and Advancing Response to Epidemics in Long-Term Care Act S782 Nursing Home Reform Modernization Act of 2021 SRes151- A resolution calling on the President and the Secretary of Health and Human Services to take action to lower prescription drug costs. S24 Protecting Personal Health Data Act S286 Coronavirus Vaccine Act H.R 2922 Elder Abuse Protection Act of 2021 Support HR 1985 Support HR 2319 Support HR 3650 Support HR 3733 Support HR 4289 Support HR 5169 Support HR 598 Support HR 727 Support S 2048 Support S 2694 Support S 315 Support S 317 Support S 333 Support S 782 Support S 596 Support S 57
Client expense: $45,049 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · first_quarter · Retirement
H.R. 2954 - Securing a Strong Retirement Act of 2021; entire bill H.R. 4289 - WISH Act; entire bill H.R. 5334 - PRIA Act of 2021; entire bill H.R. 5376 - The Build Back Better Act (BBBA); provisions relating to retirement H.R. 5891 - Retirement Improvement and Savings Enhancement (RISE) Act; entire bill H.R. 6746 - Lifetime Income for Employees Act; entire bill S. 1272 - SIMPLE Plan Modernization Act; entire bill S. 1770 - Retirement Security and Savings Act of 2021; entire bill S. 1870 - Enhancing Emergency and Retirement Savings Act of 2021; entire bill S. 2870 - PRIA Act of 2021; entire bill S. 3198 - Registration for Index Linked Annuities (RILA) Act; entire bill
Client expense: $320,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · first_quarter · Taxation/Internal Revenue Code
Life Insurance Tax Stabilization Proposal (no bill introduced yet) Ordinary Treatment of Bonds (Senate Wyden Modernization of Derivatives Act) -S.2621 - 117th Congress (2021-2022) Modernization of Derivatives Tax Act of 2021 Infrastructure package (Bipartisan Infrastructure Package) Build Back Better Act (H.R. 5376) Direct Bond Payment Programs (Sewell LIFT Act; Bennet/Wicker American Infrastructure Bonds Act) -H.R.2634 - 117th Congress (2021-2022) LIFT Act -S.1308 - 117th Congress (2021-2022) American Infrastructure Bonds Act of 2021 Wyden Tax Wealth Like Wages (mark-to-market) discussion paper (no bill introduced yet) Long Term Care Suozzi WISH ACT -H.R.4289 - 117th Congress (2021-2022) WISH Act
Client expense: $270,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · first_quarter · Taxation/Internal Revenue Code
TAX -Quarter 1 2022 Life Insurance Tax Stabilization Proposal (no bill introduced yet) Ordinary Treatment of Bonds (Senate Wyden Modernization of Derivatives Act o S.2621 - 117th Congress (2021-2022) Modernization of Derivatives Tax Act of 2021 Infrastructure package (Bipartisan Infrastructure Package) Build Back Better Act (H.R. 5376) Wyden Tax Wealth Like Wages (mark-to-market) discussion paper (no bill introduced yet) Long Term Care Suozzi WISH ACT o H.R.4289 - 117th Congress (2021-2022) WISH Act
Client expense: $1,450,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · first_quarter · Retirement
ISSUE Investment Advice Standard of Conduct 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. S 1443Retirement Parity for Student Loans Act -- allows certain employer-sponsored retirement plans to make matching contributions for an employee's student loan payments HR 2951 To direct the Secretary of the Treasury to modify Treasury Regulations relating to insurance-dedicated exchange-traded funds - enables ETFs as investment option in variable insurance products HR 2944 Reducing the Maximum Service Requirement for Long-term Part-time Workers to Make Elective Deferrals to 401(k) Plans Act -- to reduce the retirement plan period of service requirements for long-term, part-time employees. S 1703Improving Access to Retirement Savings Act of 2021 -- to increase retirement savings, to improve retirement plan administration, and for other purposes. S 1770Retirement Security & Savings Act -- to increase retirement savings, to improve retirement plan administration, and for other purposes. HR 3387/S 1762 Financial Factors in Selecting Retirement Plan Investment Act -- to permit retirement plans to consider certain factors in investment decisions. S 1272SIMPLE Plan Modernization Act -- increases the contribution limits for certain SIMPLE IRAs and modifies the requirements for replacing SIMPLE IRAs with 401(k) plans. HR 2741 Public Service Retirement Fairness Act -- To modify rules relating to 403(b) plans. HR 4262 Increasing Investor Opportunities Act - To amend the Investment Company Act of 1940 to prohibit limitations on closed-end companies investing in private funds S 2206Young American Savers Act of 2021 - directs the Department of the Treasury to establish as a permanent program the Federal Child Savings Account Program HR 4289 Well-Being Insurance for Seniors to be at Home (WISH) Act - to provide for long-term care insurance benefits HR 2913/S 2452 Encouraging Americans to Save Act - to provide matching payments for retirement savings and establish MyRA HR 4678/S 2446 Womens Retirement Protection Act of 2021 - to provide for greater spousal protection under defined contribution plans HR 5334/S 2870 Portable Retirement and Investment Account (PRIA) Act of 2021 - to establish portable retirement accounts S 2602,Retirement Security Flexibility Act of 2021 - modifies the nondiscrimination requirements that apply to certain employer-sponsored 401(k) retirement plans that include automatic contribution arrangements HR 2265, Financial Exploitation Prevention Act - allows for the delay of the redemption of a security issued by an open-end investment management company if the company or transfer agent reasonably believes the redemption involves the financial exploitation HR 5723, Social Security 2100 Act: A Sacred Trust - protect our Social Security system and improve benefits for current and future generations HR 5891, Retirement Improvement and Savings Enhancement (RISE) Act - to improve and enhance retirement savings HR 4865/S 3198, Registration for Index Linked Annuities (RILA) Act - direct SEC to revise any rules necessary to enable issuers of index-linked annuities to register on a form tailored specifically to registered index-linked annuities S 2583 Disaster Retirement Savings Act - amend the Internal Revenue Code of 1986 to provide for rules for the use of retirement funds in connection with federally declared disasters. S 2601Strengthening Financial Security Through Short-Term Savings Accounts Act of 2021 -- allows employers to enroll employees in short-term savings accounts that are funded using automatic contributions deducted from participating employees' wages. HR 6746 Lifetime Income for Employees Act -- allows fiduciaries of pension plans to make default investment arrangements in annuity contracts HR 6782/S 3712 Auto Reenroll Act of 2022 -- allows sponsors of automatic contribution arrangements to reenroll their employees HR 5877/S 3746 Pension Risk Transfer Accountability Act of 2021 -- requires the Department of Labor to review pension risk transfer standards HR 6912 Pooled Employer Plan (PEP) Fix Act -- to require that named fiduciaries collect contributions to pooled employer plans DRAFT Emergency Savings Act of 2022 - to facilitate emergency savings options through employer provided accounts HR 7107/S 2415 Long-Term Care Affordability Act -- allows the use of tax-exempt retirement plan distributions to pay for long-term health care insurance HR 7146/S 1870 Enhancing Emergency and Retirement Savings Act of 2022 -- permits penalty-free distributions, up to $1,000, from tax-exempt retirement plans for emergency personal expenses, limited to one distribution in a calendar year HR 2954 Securing a Strong Retirement of 2022 -- makes various changes with respect to employer-sponsored retirement plans, including providing for the automatic enrollment of employees in certain plans and increasing the age at which participants are required to begin receiving mandatory distributions.
Client expense: $560,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2021 · fourth_quarter · Taxation/Internal Revenue Code
Issues related to long-term care insurance and retirement security and savings; H.R. 4289 -- Well-Being Insurance for Seniors to be at Home (WISH) Act.
Client expense: Not reported · Firm income: $36,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2021 · fourth_quarter · Health Issues
Issues related to long-term care insurance and retirement security and savings; H.R. 4289 -- Well-Being Insurance for Seniors to be at Home (WISH) Act.
Client expense: Not reported · Firm income: $36,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2021 · fourth_quarter · Insurance
Issues related to long-term care insurance and retirement security and savings; H.R. 4289 -- Well-Being Insurance for Seniors to be at Home (WISH) Act.
Client expense: Not reported · Firm income: $36,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2021 · fourth_quarter · Retirement
H.R. 2954 - Securing a Strong Retirement Act of 2021; entire bill H.R. 4289 - WISH Act; entire bill H.R. 5334 - PRIA Act of 2021; entire bill H.R. 5376 - The Build Back Better Act (BBBA); provisions relating to retirement S. 1272 - SIMPLE Plan Modernization Act; entire bill S. 1770 - Retirement Security and Savings Act of 2021; entire bill S. 1870 - Enhancing Emergency and Retirement Savings Act of 2021; entire bill S. 2870 - PRIA Act of 2021; entire bill
Client expense: $560,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE