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Employee Equity Investment Act of 2023
Legislative Progress
Momentum (last 30 days)
0
score
0 actions · 0 new cosponsors · 0 votes
Speed vs cohort
0pct
0d open
vs 10,564 other HR bills in the 118th — cohort avg 68d
No CRS summary is available for this bill yet. The source title, actions, sponsors, and text versions below come from Congress.gov.
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 (2)
2026 · third_quarter · Financial Institutions/Investments/Securities
Issues related to Trump accounts. Protecting closed-end funds from activist investors and enhancing retail investor access to alternative investments & private markets - H.R. 3383, the Increasing Investor Opportunities Act Capital formation initiatives included in H.R. 3383, the Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST) Act (S. 5139 of 118th Congress) and related Senate legislation, the Empowering Main Street in America Act (EMSAA) Promoting inclusion of alternative investments in retirement plans, including H.R. 2544 & S. 1222, the Financial Freedom Act and H.R. 5748, the Retirement Investment Choice Act, which codifies President Trumps executive order (14330) on alternative investments in 401(k)s Accredited investor reform initiatives including H.R. 3348, the Accredited Investor Definition Review Act, H.R. 3339, the Equal Opportunity for All Investors Act, and H.R. 3394, the Fair Investment Opportunities for Professional Experts Act Clarifications about restrictions on outbound investments to China included in the National Defense Authorization Act (NDAA) S. 1071, including the COINS Act, the Comprehensive Outbound Investment National Security Act of 2025 Business Development Company issues including H.R. 2225 & S. 1808 - the Access to Small Business Investor Capital Act E-delivery initiatives including H.R. 2441 & S. 1877, the Improving Disclosure for Investors Act Retirement security initiatives, including S. 424 and H.R. 1013, the Retirement Fairness for Charities and Educational Institutions ERISA litigation reform efforts such as H. R. 6084, the ERISA Litigation Reform Act Congressional oversight of ESG investing including proxy voting by asset managers and various legislative initiatives H.R. 3682 and S. 3578, the FSOC Improvement Act which reforms the Financial Stability Oversight Councils non- bank Systematically Important Financial Institution (SIFI) designation process. Issues related to modernizing Bank Secrecy Act (BSA) and Anti Money-Laundering (AML) Requirements for tokenized funds
Referred to the House Committee on Small Business.
Introduced in House
Congress.gov source codes: 1000, Intro-H
Bills with similar content found using semantic analysis.
Sources: Congress.gov
Client expense: $280,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2026 · third_quarter · Financial Institutions/Investments/Securities
Proposals to reform 403(b) plan investments. H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act. H.R. 2799, Expanding Access to Capital Act. (118th Congress) S. 5139, Empowering Main Street in America Act. (118th Congress) H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · third_quarter · Financial Institutions/Investments/Securities
Proposals to reform 403(b) plan investments. H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act. S. 5139, Empowering Main Street in America Act. (118th Congress) H.R. 2799, Expanding Access to Capital Act. (118th Congress) H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act.
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · third_quarter · Financial Institutions/Investments/Securities
Proposals to reform 403(b) plan investments. H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act. H.R. 2799, Expanding Access to Capital Act. (118th Congress) S. 5139, Empowering Main Street in America Act. (118th Congress) H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · third_quarter · Financial Institutions/Investments/Securities
Proposals related to 403(b) plan investments. H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act. H.R. 3383, INVEST Act. S. 5139, Empowering Main Street in America Act (118th Congress).
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · third_quarter · Financial Institutions/Investments/Securities
Expansion of investment options for 403(b) plans. H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act. H.R. 2799, Expanding Access to Capital Act. (118th Congress) S. 5139, Empowering Main Street in America Act of 2024. (118th Congress) H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · third_quarter · Financial Institutions/Investments/Securities
Proposals to expand 403(b) plan investment options. H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act. H.R. 1807/S. 3815 Improving Disclosure for Investors Act. (118th Congress) H.R. 2799, Expanding Access to Capital Act. (118th Congress) S. 5139, Empowering Main Street in America Act. (118th Congress) H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · second_quarter · Financial Institutions/Investments/Securities
Proposals to reform 403(b) plan investments. H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act. H.R. 2799, Expanding Access to Capital Act. (118th Congress) S. 5139, Empowering Main Street in America Act. (118th Congress) H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · second_quarter · Financial Institutions/Investments/Securities
Proposals related to 403(b) plan investments. H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act. H.R. 3383, INVEST Act. S. 5139, Empowering Main Street in America Act (118th Congress).
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · second_quarter · Financial Institutions/Investments/Securities
Proposals to expand 403(b) plan investment options. H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act. H.R. 1807/S. 3815 Improving Disclosure for Investors Act. (118th Congress) H.R. 2799, Expanding Access to Capital Act. (118th Congress) S. 5139, Empowering Main Street in America Act. (118th Congress) H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · second_quarter · Financial Institutions/Investments/Securities
Expansion of investment options for 403(b) plans. H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act. H.R. 2799, Expanding Access to Capital Act. (118th Congress) S. 5139, Empowering Main Street in America Act of 2024. (118th Congress) H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · second_quarter · Financial Institutions/Investments/Securities
Proposals to reform 403(b) plan investments. H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act. S. 5139, Empowering Main Street in America Act. (118th Congress) H.R. 2799, Expanding Access to Capital Act. (118th Congress) H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act.
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · second_quarter · Financial Institutions/Investments/Securities
Proposals to reform 403(b) plan investments. H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act. H.R. 2799, Expanding Access to Capital Act. (118th Congress) S. 5139, Empowering Main Street in America Act. (118th Congress) H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · first_quarter · Financial Institutions/Investments/Securities
Proposals to reform 403(b) plan investments. H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act. H.R. 2799, Expanding Access to Capital Act. (118th Congress) S. 5139, Empowering Main Street in America Act. (118th Congress) H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · first_quarter · Financial Institutions/Investments/Securities
Proposals to expand 403(b) plan investment options. H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act. H.R. 1807/S. 3815 Improving Disclosure for Investors Act. (118th Congress) H.R. 2799, Expanding Access to Capital Act. (118th Congress) S. 5139, Empowering Main Street in America Act. (118th Congress) H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act.
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · first_quarter · Financial Institutions/Investments/Securities
Proposals to reform 403(b) plan investments. H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act. S. 5139, Empowering Main Street in America Act. (118th Congress) H.R. 2799, Expanding Access to Capital Act. (118th Congress) H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act.
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · first_quarter · Financial Institutions/Investments/Securities
Proposals to reform 403(b) plan investments. H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act. H.R. 2799, Expanding Access to Capital Act. (118th Congress) S. 5139, Empowering Main Street in America Act. (118th Congress) H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · first_quarter · Financial Institutions/Investments/Securities
Expansion of investment options for 403(b) plans. H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act. H.R. 2799, Expanding Access to Capital Act. (118th Congress) S. 5139, Empowering Main Street in America Act of 2024. (118th Congress) H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2025 · fourth_quarter · Financial Institutions/Investments/Securities
Proposals to reform 403(b) plan investments. H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act. S. 5139, Empowering Main Street in America Act. (118th Congress) H.R. 2799, Expanding Access to Capital Act. (118th Congress) H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2025 · fourth_quarter · Financial Institutions/Investments/Securities
Proposals to reform 403(b) plan investments. H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act. H.R. 2799, Expanding Access to Capital Act. (118th Congress) S. 5139, Empowering Main Street in America Act. (118th Congress) H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2025 · fourth_quarter · Financial Institutions/Investments/Securities
Proposals to reform 403(b) plan investments. H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act. H.R. 2799, Expanding Access to Capital Act. (118th Congress) S. 5139, Empowering Main Street in America Act. (118th Congress) H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2025 · fourth_quarter · Financial Institutions/Investments/Securities
Expansion of investment options for 403(b) plans. H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act. H.R. 2799, Expanding Access to Capital Act. (118th Congress) S. 5139, Empowering Main Street in America Act of 2024. (118th Congress) H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2025 · fourth_quarter · Financial Institutions/Investments/Securities
Proposals to expand 403(b) plan investment options. H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act. H.R. 1807/S. 3815 Improving Disclosure for Investors Act. (118th Congress) H.R. 2799, Expanding Access to Capital Act. (118th Congress) S. 5139, Empowering Main Street in America Act. (118th Congress) H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
| Republican |
| PA |
| Dusty Johnson | Republican | SD |
| Ed Case | Democratic | HI |
| Jamaal Bowman | Democratic | NY |
| Jared F. Golden | Democratic | ME |
| Jill N. Tokuda | Democratic | HI |
| Lori Chavez-DeRemer | Republican | OR |
| Mark Pocan | Democratic | WI |
| Tracey Mann | Republican | KS |
| Zachary Nunn | Republican | IA |