Retirement Security Advice Act of 2002

S.627 – Long-Term Care and Retirement Security Act of 2001 (Sen Grassley, Charles E.) A bill to amend the Internal Revenue Code of 1986 to allow individuals a deduction for qualified long-term care insurance premiums, use of such insurance under cafeteria plans and flexible spending arrangements, and a credit for individuals with long-term care needs. S.1971 -- National Employee Savings and Trust Equity Guarantee Act (Sen Grassley, Charles E.) A bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to protect the retirement security of American workers by ensuring that pension assets are adequately diversified and by providing workers with adequate access to, and information about, their pension plans, and for other purposes. S.1978 -- Retirement Security Advice Act of 2002 (Sen Hutchinson, Tim) A bill to amend title I of the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986 to promote the provision of retirement investment advice to workers managing their retirement income assets. S.1992 -- Protecting America's Pensions Act of 2002 (Sen Kennedy, Edward M.) A bill to amend the Employee Retirement Income Security Act of 1974 to improve diversification of plan assets for participants in individual account plans, to improve disclosure, account access, and accountability under individual account plans, and for other purposes. S.2707 -- Women's Pension Protection Act of 2002 (Sen Kennedy, Edward M.) A bill to amend the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986 to provide comprehensive pension protection for women. H.R.831 -- Long-Term Care and Retirement Security Act of 2001 (Rep Johnson, Nancy L.) To amend the Internal Revenue Code of 1986 to allow individuals a deduction for qualified long-term care insurance premiums, use of such insurance under cafeteria plans and flexible spending arrangements, and a credit for individuals with long-term care needs. HR.1731 --Social Security Earnings Limit Repeal Act of 2001 (Rep. Sessions, R-TX) To amend title II of the Social Security Act to eliminate the earnings test for individuals who have attained age 62. HR.2110 --Retirement Security Act of 2001 (Rep. Petri R-WI) A bill to provide for the establishment and maintenance of personal Social Security investment accounts under the Social Security system. HR.2134 --(Rep. Sanders, I-VT) A bill to amend title IV of the Employee Retirement Income Security Act of 1974 to increase the phase- in limitation applicable to the guarantee under such title of benefit improvements made prior to plan termination. HR.2269 --Retirement Security Advice Act of 2001 (Boehner) To amend title I of the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986 to promote the provision of retirement investment advice to workers managing their retirement income assets. H.R.3535 -- Social Security Ownership and Guarantee Act of 2001 (Rep DeMint, Jim) To amend the Social Security Act and the Internal Revenue Code of 1986 to preserve and strengthen the Social Security Program through the creation of individual Social Security accounts ensuring full benefits for all workers and their families, giving Americans ownership of their retirement, restoring long-term Social Security solvency, and for other purposes. H.R.3669 -- Employee Retirement Savings Bill of Rights (Rep Portman, Rob) To amend the Internal Revenue Code of 1986 to empower employees to control their retirement savings accounts through new diversification rights, new disclosure requirements, and new tax incentives for retirement education. H.R.3762 -- Pension Security Act of 2002 (Rep Boehner, John A.) To amend title I of the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986 to provide additional protections to participants and beneficiaries in individual account plans from excessive investment in employer securities and to promote the provision of retirement investment advice to workers managing their retirement income assets, and to amend the Securities Exchange Act of 1934 to prohibit insider trades during any suspension of the ability of plan participants or beneficiaries to direct investment away from equity securities of the plan sponsor. H.R.4931 -- Retirement Savings Security Act of 2002 (Rep Portman, Rob) To provide that the pension and individual retirement arrangement provisions of the Economic Growth and Tax Relief Reconciliation Act of 2001 shall be permanent. H.R.4946 -- To amend the Internal Revenue Code of 1986 to provide health care incentives. (Rep Hayworth, J. D.)

Client expense: $3,086,454 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of