Retirement Tax Credit Parity for Cooperatives and Charities Act
Legislative Progress
Momentum (last 30 days)
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vs 9,698 other HR bills in the 117th — cohort avg 63d
Retirement Tax Credit Parity for Cooperatives and Charities Act This bill allows an individual taxpayer who is eligible to participate in in a CSEC defined contribution pension plan a new tax credit for 10% of employer retirement savings contributions not exceeding $1,000 in a taxable year.
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 (5)
2023 · first_quarter · Taxation/Internal Revenue Code
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
Proposals related to PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Requirement for paper statements under ERISA. Proposals related to nondiscrimination testing of pension plans. Proposals related to defined benefit plan administration. Proposals related to Code Section 415 limit. Proposals related to employee tax credit for employer retirement contributions. Issues related to Internal Revenue Code Section 415. S. 1770, Retirement Security and Savings Act (117th Congress). S. 1625, Securing and Enabling Commerce Using Remote and Electronic Notarization Act (117th Congress). H.R.6738, Retirement Tax Credit Parity for Cooperatives and Charities Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2023 · first_quarter · Retirement
Proposals related to PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Requirement for paper statements under ERISA. Proposals related to nondiscrimination testing of pension plans. Proposals related to defined benefit plan administration. Proposals related to Code Section 415 limit. Proposals related to employee tax credit for employer retirement contributions. Issues related to Internal Revenue Code Section 415. S. 1770, Retirement Security and Savings Act (117th Congress). S. 1625, Securing and Enabling Commerce Using Remote and Electronic Notarization Act (117th Congress). H.R.6738, Retirement Tax Credit Parity for Cooperatives and Charities Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Retirement
H.R. 6738, Retirement Tax Credit Parity for Cooperatives and Charities Act H.R 2954, the Securing a Strong Retirement Act (SECURE 2.0) H.R. 7310, the Protecting Americas Retirement Security Act S. 4353, the Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg (RISE & SHINE) Act. S. 4808, the Enhancing American Retirement Now (EARN) Act, passed by Senate Finance Committee on June, 22 2022 Draft retirement savings proposals H.R. 2617 - Consolidated Appropriations Act, 2023; Retirement provisions impacting defined-contribution and defined benefit plan
Client expense: $716,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
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
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Retirement
H.R. 6738, Retirement Tax Credit Parity for Cooperatives and Charities Act H.R 2954, the Securing a Strong Retirement Act (SECURE 2.0) H.R. 7310, the Protecting Americas Retirement Security Act S. 4353, the Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg (RISE & SHINE) Act. S. 4808, the Enhancing American Retirement Now (EARN) Act, passed by Senate Finance Committee on June, 22 2022 Draft retirement savings proposals
Client expense: $970,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
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
2022 · third_quarter · Taxation/Internal Revenue Code
Issues relating to taxation of rural electric cooperatives, including issues related to tax code sections 25D, 45, 45Q, and 48. (H.R.848, S. 985, S.1298). Issues related to H.R.5376 - Build Back Better Act, 136101, 136102, 136104, and 136107. Issues related to proposed tax code section 25E (H.R. 6738). Inflation Reduction Act, including sections 13101, 13102, 13104, 13204, 13701, 13703, and 13801.
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · second_quarter · Retirement
H.R. 6738, Retirement Tax Credit Parity for Cooperatives and Charities Act H.R 2954, the Securing a Strong Retirement Act (SECURE 2.0) H.R. 7310, the Protecting Americas Retirement Security Act S. 4353, the Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg (RISE & SHINE) Act. S. ____, the Enhancing American Retirement Now (EARN) Act, passed by Senate Finance Committee on June, 22 2022 e.Draft retirement savings proposals
Client expense: $1,080,000 · Firm income: Not reported
2022 · second_quarter · Taxation/Internal Revenue Code
Issues relating to taxation of rural electric cooperatives, including issues related to tax code sections 25D, 45, 45Q, and 48. (H.R.848, S. 985, S.1298). Issues related to H.R.5376 - Build Back Better Act, 136101, 136102, 136104, and 136107. Issues related to proposed tax code section 25E (H.R. 6738).
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
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
2022 · first_quarter · Retirement
H.R. 6738, Retirement Tax Credit Parity for Cooperatives and Charities Act
Client expense: $160,000 · Firm income: Not reported
2022 · first_quarter · Retirement
The association monitors and reacts to policy concepts that may impact its ability to continue providing its high quality Retirement Security Plans to members, their employees, and the association staff at affordable rates and on reasonable terms and conditions. During the reporting period, the association focused on the following: H.R. 6738 - Retirement Tax Credit Parity for Cooperatives and Charities Act - all sections.
Client expense: $100,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · first_quarter · Taxation/Internal Revenue Code
Issues relating to taxation of rural electric cooperatives, including issues related to tax code sections 25D, 45, 45Q, and 48. (H.R.848, S. 985, S.1298). Issues related to H.R.5376 - Build Back Better Act, 136101, 136102, 136104, and 136107. Issues related to proposed tax code section 25E (H.R. 6738).
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
| Republican |
| WV |
| David Schweikert | Republican | AZ |
| Donald M. Payne, Jr. | Democratic | NJ |
| Earl L. "Buddy" Carter | Republican | GA |
| Elaine G. Luria | Democratic | VA |
| G. K. Butterfield | Democratic | NC |
| Gerald E. Connolly | Democratic | VA |
| Larry Bucshon | Republican | IN |
| Mike Kelly | Republican | PA |
| Rodney Davis | Republican | IL |
| Stacey E. Plaskett | Democratic | VI |
| Ted Budd | Republican | NC |
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE