Lifetime Income For Employees Act

Issues related to tax incentives for retirement savings. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase distribution options within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 3942, Lifetime Income for Employees Act. (118th Congress). E.O. 14330, Democratizing Access to Alternative Assets for 401(k) Investors.

Client expense: Not reported · Firm income: $10,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to tax incentives for retirement savings. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase distribution options within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 3942, Lifetime Income for Employees Act. (118th Congress). E.O. 14330, Democratizing Access to Alternative Assets for 401(k) Investors.

Client expense: Not reported · Firm income: $10,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to the SECURE Act 2.0; Retirement security issues including the Lifetime Income for Employees Act (H.R. 3942); and the DOLs Retirement Security Rule and amendments to certain prohibited transaction exemptions.

Client expense: $280,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE

Issues related to tax incentives for retirement savings. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase distribution options within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 3942, Lifetime Income for Employees Act. (118th Congress). E.O. 14330, Democratizing Access to Alternative Assets for 401(k) Investors.

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to tax incentives for retirement savings. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase distribution options within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 3942, Lifetime Income for Employees Act. (118th Congress). E.O. 14330, Democratizing Access to Alternative Assets for 401(k) Investors.

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

All legislation and regulation impacting fixed annuities. H.R. 3942, the Lifetime Income For Employees Act (118th Congress). Support for expanding qualified longevity annuity contracts. H.R. 6324,The Retirement Simplification and Clarity Act. H.R. 6722, Automatic IRA Act of 2025.

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

All issues related to the tax treatment of life insurance, annuities and retirement accounts. Support for expanding qualified longevity annuity contracts. H.R. 3942, The Lifetime Income For Employees Act (118th Congress). H.R. 6324,The Retirement Simplification and Clarity Act. H.R. 6722, The Automatic IRA Act of 2025. S. 1831, The Auto Reenroll Act of 2025. S. 1707, The Helping Young Americans Save for Retirement Act. H.R. 4718, The Helping Young Americans Save for Retirement Act.

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

All legislation and regulation impacting fixed annuities. Support for expanding qualified longevity annuity contracts. Regulatory authority of the Securities and Exchange Commission in the fixed annuity marketplace. Issues related to fiduciary standard rules and policy from the Department of Labor. H.R. 3942, The Lifetime Income For Employees Act (118th Congress). H.R. 6324, The Retirement Simplification and Clarity Act. S. 1831, The Auto Reenroll Act of 2025. H.R. 6722, The Automatic IRA Act of 2025. S. 1707, The Helping Young Americans Save for Retirement Act. H.R. 4718, The Helping Young Americans Save for Retirement Act.

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE

All legislation and regulation impacting fixed annuities. H.R. 3942, the Lifetime Income For Employees Act (118th Congress). Support for expanding qualified longevity annuity contracts. H.R. 6324,The Retirement Simplification and Clarity Act. H.R. 6722, Automatic IRA Act of 2025.

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

All legislation and regulation impacting fixed annuities. Support for expanding qualified longevity annuity contracts. Regulatory authority of the Securities and Exchange Commission in the fixed annuity marketplace. H.R. 3942, The Lifetime Income For Employees Act (118th Congress). H.R. 6324, The Retirement Simplification and Clarity Act. S. 1831, The Auto Reenroll Act of 2025. H.R. 6722, The Automatic IRA Act of 2025. S. 1707, The Helping Young Americans Save for Retirement Act. H.R. 4718, The Helping Young Americans Save for Retirement Act.

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

All issues related to the tax treatment of life insurance, annuities and retirement accounts. Support for expanding qualified longevity annuity contracts. H.R. 3942, The Lifetime Income For Employees Act (118th Congress). H.R. 6324,The Retirement Simplification and Clarity Act. H.R. 6722, The Automatic IRA Act of 2025. S. 1831, The Auto Reenroll Act of 2025. S. 1707, The Helping Young Americans Save for Retirement Act. H.R. 4718, The Helping Young Americans Save for Retirement Act.

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to the SECURE Act 2.0; Retirement security issues including the Lifetime Income for Employees Act (H.R. 3942); and the DOLs Retirement Security Rule and amendments to certain prohibited transaction exemptions.

Client expense: $580,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE

Issues related to tax incentives for retirement savings. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase distribution options within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 3942, Lifetime Income for Employees Act. (118th Congress). E.O. 14330, Democratizing Access to Alternative Assets for 401(k) Investors.

Client expense: Not reported · Firm income: $10,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to tax incentives for retirement savings. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase distribution options within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 3942, Lifetime Income for Employees Act. (118th Congress). E.O. 14330, Democratizing Access to Alternative Assets for 401(k) Investors.

Client expense: Not reported · Firm income: $10,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

All legislation and regulation impacting fixed annuities. H.R. 3942, the Lifetime Income For Employees Act (118th Congress). Support for expanding qualified longevity annuity contracts. H.Res.464,Expressing support for the designation of June as "National Annuity Awareness Month". H.R. 10467,The Retirement Simplification and Clarity Act (118th Congress). H.R. 6722, Automatic IRA Act of 2025.

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

All issues related to the tax treatment of life insurance, annuities and retirement accounts. Support for expanding qualified longevity annuity contracts. H.R. 3942, Lifetime Income For Employees Act (118th Congress). H.R. 10467,The Retirement Simplification and Clarity Act (118th Congress). H.R. 6722, Automatic IRA Act of 2025. S. 1831, The Auto Reenroll Act of 2025.

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

All legislation and regulation impacting fixed annuities. Support for expanding qualified longevity annuity contracts. H.R. 3942, the Lifetime Income For Employees Act (118th Congress). H.Res.464,Expressing support for the designation of June as "National Annuity Awareness Month". H.R. 10467,The Retirement Simplification and Clarity Act (118th Congress). S. 1831, The Auto Reenroll Act of 2025. H.R. 6722, Automatic IRA Act of 2025. S. 1707, The Helping Young Americans Save for Retirement Act. H.R. 4718, Helping Young Americans Save for Retirement Act.

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to the SECURE Act 2.0; Retirement security issues including the Lifetime Income for Employees Act (H.R. 3942); and the DOLs Retirement Security Rule and amendments to certain prohibited transaction exemptions.

Client expense: $320,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE

Issues related to tax incentives for retirement savings. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase distribution options within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 3942, Lifetime Income for Employees Act. (118th Congress). E.O. 14330, Democratizing Access to Alternative Assets for 401(k) Investors.

Client expense: Not reported · Firm income: $10,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to tax incentives for retirement savings. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase distribution options within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 3942, Lifetime Income for Employees Act. (118th Congress). E.O. 14330, Democratizing Access to Alternative Assets for 401(k) Investors.

Client expense: Not reported · Firm income: $10,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

All legislation and regulation impacting fixed annuities. H.R. 3942, the Lifetime Income For Employees Act (118th Congress). Support for expanding qualified longevity annuity contracts. H.Res.464,Expressing support for the designation of June as "National Annuity Awareness Month". H.R. 10467,The Retirement Simplification and Clarity Act (118th Congress). H.R. 7293, The Automatic IRA Act of 2024 (118th Congress).

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

All issues related to the tax treatment of life insurance, annuities and retirement accounts. Support for expanding qualified longevity annuity contracts. H.R. 3942, Lifetime Income For Employees Act (118th Congress). H.R. 10467,The Retirement Simplification and Clarity Act (118th Congress). H.R. 7293, The Automatic IRA Act of 2024 (118th Congress). S. 1831, The Auto Reenroll Act of 2025.

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

All legislation and regulation impacting fixed annuities. Support for expanding qualified longevity annuity contracts. H.R. 3942, the Lifetime Income For Employees Act (118th Congress). H.Res.464,Expressing support for the designation of June as "National Annuity Awareness Month". H.R. 10467,The Retirement Simplification and Clarity Act (118th Congress). S. 1831, The Auto Reenroll Act of 2025. H.R. 7293, The Automatic IRA Act of 2024 (118th Congress). S, 1707, The Helping Young Americans Save for Retirement Act.

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to the SECURE Act 2.0; Retirement security issues including the Lifetime Income for Employees Act (H.R. 3942); and the DOLsRetirement Security Rule and amendments to certain prohibited transaction exemptions.

Client expense: $410,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE

Issues related to tax incentives for retirement savings. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase distribution options within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 3942, Lifetime Income for Employees Act. (118th Congress). E.O. 14330, Democratizing Access to Alternative Assets for 401(k) Investors.

Client expense: Not reported · Firm income: $10,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to tax incentives for retirement savings. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase distribution options within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 3942, Lifetime Income for Employees Act. (118th Congress). E.O. 14330, Democratizing Access to Alternative Assets for 401(k) Investors.

Client expense: Not reported · Firm income: $10,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to tax incentives for retirement savings. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase distribution options within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 3942, Lifetime Income for Employees Act. (118th Congress).

Client expense: Not reported · Firm income: $10,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to tax incentives for retirement savings. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase distribution options within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 3942, Lifetime Income for Employees Act. (118th Congress).

Client expense: Not reported · Firm income: $10,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to the SECURE Act 2.0; Retirement security issues including the Lifetime Income for Employees Act (H.R. 3942); and the DOLsRetirement Security Rule and amendments to certain prohibited transaction exemptions.

Client expense: $290,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE

Issues related to tax incentives for retirement savings. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase distribution options within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 3942, Lifetime Income for Employees Act. (118th Congress).

Client expense: Not reported · Firm income: $10,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to tax incentives for retirement savings. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase distribution options within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 3942, Lifetime Income for Employees Act. (118th Congress).

Client expense: Not reported · Firm income: $10,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

All legislation and regulation impacting fixed annuities. H.R. 3942, the Lifetime Income For Employees Act (118th Congress). Support for expanding qualified longevity annuity contracts. H.Res.464,Expressing support for the designation of June as "National Annuity Awareness Month". H.R. 10467,The Retirement Simplification and Clarity Act (118th Congress). H.R. 7293, The Automatic IRA Act of 2024 (118th Congress).

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

All issues related to the tax treatment of life insurance, annuities and retirement accounts. Support for expanding qualified longevity annuity contracts. H.R. 3942, Lifetime Income For Employees Act (118th Congress). H.R. 10467,The Retirement Simplification and Clarity Act (118th Congress). H.R. 7293, The Automatic IRA Act of 2024 (118th Congress). S. 1831, The Auto Reenroll Act of 2025.

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

All legislation and regulation impacting fixed annuities. Support for expanding qualified longevity annuity contracts. H.R. 3942, the Lifetime Income For Employees Act (118th Congress). H.Res.464,Expressing support for the designation of June as "National Annuity Awareness Month". H.R. 10467,The Retirement Simplification and Clarity Act (118th Congress). S. 1831, The Auto Reenroll Act of 2025. H.R. 7293, The Automatic IRA Act of 2024 (118th Congress). S, 1707, The Helping Young Americans Save for Retirement Act.

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to the SECURE Act 2.0; Retirement security issues including the Lifetime Income for Employees Act (H.R. 3942); and the DOLsRetirement Security Rule and amendments to certain prohibited transaction exemptions.

Client expense: $520,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

All legislation and regulation impacting fixed annuities. H.R. 3942, the Lifetime Income For Employees Act (118th Congress). Support for expanding qualified longevity annuity contracts.

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

All issues related to the tax treatment of life insurance, annuities and retirement accounts. H.R. 3942, Lifetime Income For Employees Act (118th Congress). Support for expanding qualified longevity annuity contracts.

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

All legislation and regulation impacting fixed annuities. H.R. 3942, Lifetime Income For Employees Act (118th Congress). Support for expanding qualified longevity annuity contracts.

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to tax incentives for retirement savings. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase distribution options within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 3942, Lifetime Income for Employees Act. (118th Congress).

Client expense: Not reported · Firm income: $20,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to tax incentives for retirement savings. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase distribution options within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 3942, Lifetime Income for Employees Act. (118th Congress).

Client expense: Not reported · Firm income: $20,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issue: 403(b) parity Issue: Reforming DOLs pension risk transfer bulletin, 95-1. American Worker Savings & Wealth Creation Plan Act: Would create a federally run retirement plan, similar to the TSP, that would be available to all private sector workers whose employer signs up for the plan. No bill yet. Issue: Technical corrections on catch up contributions under SECURE 2.0 Issue: SEC market conduct rulemakings Issue: Fiduciary rulemaking. Issue: H.R. 3942, Lifetime Income for Employees (LIFE) Act of 2022: Amends the current rules for qualified default investment alternatives to facilitate the use of an annuity component will expand the availability of guaranteed returns and guaranteed lifetime income that help savers secure their retirement futures. Issue: H.R. 4237, Ensuring Sound Guidance Act: Would require investment advisers and ERISA retirement plan sponsors to prioritize financial returns over non-pecuniary factors when making investment decisions on behalf of their clients. Issue: S. 2517, H.R. 4924, The Auto Reenroll Act of 2023: The bill allows plan sponsors to re-enroll non-participants at least once every three years, unless the individual affirmatively opts-out again. The bill also permits plans to sweep all eligible employees as a group for re-enrollment and does not change the automatic enrollment safe harbors Issue: H.R. 6065, Retirement Savings for Americans Act, authorizes a federally run TSP. Issue: S. 2415, H.R. 7107, the Long-Term Care Affordability Act. The bill allows plan tax free distributions on retirement accounts to fund LTC contracts Issue: Tri-Agency rule on supplemental health benefits Issue: SECURE 2.0 Technical Corrections Discussion Draft: Legislative language that will amend SECURE 2.0 to make technical changes to a variety of provisions. Issue: S. 3305 Helping Young Americans Save for Retirement Act: The legislation would lower the minimum participation age in ERISA-covered defined contribution plans from age 21 to age 18. Issue: H.J. Res 142, S.J. Res 79 Fiduciary Rule Congressional Review Act: A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Labor relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary" Issue: H.R. 6757 Roth IRA Rollovers: This legislation will allow retirement savers to roll over their Roth IRA savings into a Roth account within a workplace retirement plan. H.R. 6007, S. 4398 Retirement Investment in Small Employers (RISE) Act: The legislation would create a new Micro Employer Pension Plan Startup Credit in IRC Section 45E for qualified micro employers. A qualified micro employer is defined as an employer with 10 or fewer employees. The credit amount is 100% of any retirement plan administrative costs up to $2,500 for the first three years after adoption of the retirement plan. Proposed FY 2020 Budget proposal on paid family and medical leave. Issue: paid family and medical leave H.R. 5084 - Improving Corporate Governance Through Diversity Act. Issue: diversity and inclusion. Issue: Discussion draft - CRADLE Act. Issue: paid family and medical leave - allows for a deferment of retirement benefits for paid leave benefits. Issue: S.3680 - Paid Family and Medical Leave Tax Credit Extension and Enhancement Act Issue: H.R.2163 - To amend the Internal Revenue Code of 1986 to allow for tax-advantaged distributions from health savings accounts during family or medical leave, and for other purposes. Issue: paid family and medical leave

Retirement Security Issues Data privacy HR3063 Retirement Fairness for Charities and Educational Institutions HR5707 Secure Family Futures Act S2417 Auto Reenrollment Act HR3942 Lifetime Income for Employees Act

Client expense: $200,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to the SECURE Act 2.0; Retirement security issues including the Lifetime Income for Employees Act (H.R. 3942); and the DOLs Retirement Security Rule and amendments to certain prohibited transaction exemptions.

Client expense: $350,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

All legislation and regulation impacting fixed annuities. S. 1770, the Retirement Security and Savings Act. H.R. 3942, Lifetime Income For Employees Act. H.R. 7293, Automatic IRA Act of 2024. Support for expanding qualified longevity annuity contracts. H.J.Res 140, 141, 142. S.J.Res 79.

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

All legislation and regulation impacting fixed annuities. H.R. 3942, the Lifetime Income For Employees Act. S. 1770, the Retirement Security and Savings Act. Support for expanding qualified longevity annuity contracts.

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

All issues related to the tax treatment of life insurance, annuities and retirement accounts. S. 1770, the Retirement Security and Savings Act. H.R. 3942, Lifetime Income For Employees Act. H.R. 7293, Automatic IRA Act of 2024. Support for expanding qualified longevity annuity contracts.

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE