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Retirement Savings and Security Act of 2005
Legislative Progress
Momentum (last 30 days)
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score
0 actions · 0 new cosponsors · 0 votes
Speed vs cohort
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0d open
vs 4,105 other S bills in the 109th — cohort avg 35d
No CRS summary is available for this bill yet. The source title, actions, sponsors, and text versions below come from Congress.gov.
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Filing registrants (19)
Bills with similar content found using semantic analysis.
Sources: Congress.gov
2006 · year_end · Health Issues
Appropriations for DHHS, FDA, CDC, NIH, and DoD Fda Lupus Guidance Document, new therapies for lupus, biomarkers, definition of lupus flares Federal Working Group on Lupus; National Lupus Patient Registry; Implementation of Medicare Modernization Act; Social Security Disability Regulations on lupus, federal budget resolution and budget, Lupus REACH Amendments Act, S.1359/HR1192
Client expense: $34,345 · Firm income: Not reported
2006 · year_end · Health Issues
Appropriations for DHHS, FDA, CDC, NIH, and DOD FDA Lupus Guidance Document, new therapies for lupus, biomarkers, definitions of lupus flares Federal Working Group on Lupus; National Lupus Patient Registry, Implementation of Medicare Modernization Act; Social Security Disability regulations on lupus, federal budget resolution and budget, Lupus REACH Amendments Act, S. 1359 and HR 1192
Client expense: $34,345 · Firm income: Not reported
Government targets: Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Natl Institutes of Health (NIH), SENATE, Social Security Administration (SSA), White House Office
2006 · mid_year · Taxation/Internal Revenue Code
H.R. 141: Amend IRS Code of 1986 for Permanent Extension of PTC Credit for Wind H.R. 1417: Amend IRS Code for Permanent Exemption for Active Fianancing Income H.R. 1511/S. 35: Amend IRS Code of 1986 to provide a 5-year PTC extension H.R. 1956: Business Activity Tax Simplication Act H.R. 2471: Economic Development Act of 2005 H.R. 2498/S. 1076: Biodiesel Tax Extension H.R. 3376/S. 1447: Tax Technical Corrections Act of 2005 H.R. 364: Bonus Depreciation Extension Act H.R. 3768/S. 1696: Katrina Emergency Tax Relief Act; P.L. 109-73 H.R. 809/S. 7: Extend Tax Relief Act for Dividends and Capital Gains H.R. 4236/S. 1864: Amend IRS Code of 1986 to treat farm equipment as 5-year property for depreciation H.R. 4297/S. 2020: Tax Relief Act of 2005; Subpart F; P.L. 109-222 H.R. 4297/S. 2020: Tax Relief Act of 2005; R&D Tax Credit; P.L. 109-222 H.R. 8/S. 420: Permanent Death Tax Repeal H.R. 4511: The Flex HSA Act H.R. 4440: The Gulf Opportunity Zone Act of 2005 H.R. 5970: Estate Tax & Extension Act Tax Relief Act of 2006 (R&D Tax Credit) S. 1066: Economic Development Act of 2005 S. 1359: Retirement Savings & Security Act of 2005 S. 1826: Older Working Oppertunity Act S. 309: Flexible Spending Arrangment (FSA) Carryover S. 627: R&D Tax Credit Extension Act S. 715: Wind Power Tax Incentive Act
Client expense: $800,000 · Firm income: Not reported
2006 · mid_year · Taxation/Internal Revenue Code
H.R. 8, Estate Tax Repeal S. 1359, combines tax exclusion for qualified and non-qualified annuities into one bill H.R. 3912 (Flexible Retirement Security for Life Act) – long-term care insurance when issued in combination with a non-qualifed annuity contract is treated as a separate contract for federal income tax purposes S. 1293, Consolidated Tax Returns See Next Page
Client expense: $280,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2006 · year_end · Retirement
S1359, HR3912, HR819, S381: RETIREMENT SECURITY FOR LIFE ACT - ANNUITY INCENTIVES, SAVINGS INCENTIVES S1789: PENSION SECURITY AND TRANSPARENCY ACT - ANNUITY INCENTIVES, SAVINGS INCENTIVES
Client expense: $400,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: Energy, Dept of, HOUSE OF REPRESENTATIVES, SENATE, U.S. Trade Representative (USTR), White House Office
2006 · year_end · Retirement
HR.2830-Pension Protection Act of 2005 HR.2831-Pension Preservation and Portability Act of 2005 S.219-National Employee Savings and Trust Equity Guarantee Act of 2005- Entire Bill HR.1961-Pension Preservation and Savings Expansion Act of 2005 - Entire Bill HR.1960-Pension Preservation and Savings Expansion Act of 2005 - Entire Bill HR.392-Retirement Security Education Act of 2005- Entire Bill S.1099- Tax Simplification Act of 2005 - Entire Bill S.861-Employee Pension Preservation Act of 2005 - Entire Bill HR.2106-Employee Pension Preservation and Taxpayer Protection Act of 2005 - Entire Bill S.14-Fair Wage, Competition, and Investment Act of 2005 - Entire Bill HR.1162-Retirement Savings Account Act - Entire Bill HR.1508-401(k) Automatic Enrollment Act of 2005 - Entire Bill S.875-Save More for Retirement Act of 2005 - Entire Bill S.547-To amend the Internal Revenue Code of 1986 to provide for employer retirement savings accounts, and for other purposes. - Entire Bill HR.1161-To amend the Internal Revenue Code of 1986 to provide for employer retirement savings accounts, and for other purposes. - Entire Bill S.1359-Retirement Savings and Security Act of 2005 - Entire Bill HR.1803-To amend the Internal Revenue Code of 1986 to allow amounts in a health flexible spending arrangement that are unused during a plan year to be carried over to subsequent plan years... - Entire Bill HR.621-Guardsmen and Reservists Financial Relief Act of 2005 - Entire Bill HR.1477-Uniformed Services Differential Pay Protection Act - Entire Bill S.1401-Uniformed Services Differential Pay Protection Act - Entire Bill HR.392-Retirement Security Education Act of 2005 - Entire Bill S.1099-Tax Simplification Act of 2005 - Entire Bill HR.2063-To amend the Internal Revenue Code of 1986 to permit one-time, tax-free distributions from retirement plans to fund health savings accounts. - Entire Bill HR.1508-401(k) Automatic Enrollment Act of 2005 - Entire Bill S. 1953 – National Employee Savings and Trust Equity Guarantee Act of 2005 - Entire Bill
Client expense: $2,041,826 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Army, Dept of (Corps of Engineers), Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Council on Environmental Quality (CEQ), Defense, Dept of (DOD), Energy, Dept of, Environmental Protection Agency (EPA), Federal Communications Commission (FCC), Federal Emergency Management Agency (FEMA), Federal Energy Regulatory Commission (FERC), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Interior, Dept of (DOI), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Office of Management & Budget (OMB), Pension & Welfare Benefits Administration, Pension Benefit Guaranty Corporation (PBGC), SENATE, Transportation, Dept of (DOT), Treasury, Dept of, U.S. Agency for International Development (USAID), White House Office
2006 · year_end · Taxation/Internal Revenue Code
and Security Act; S. 219/S. 1953, National Employee Savings and Trust Equity Guarantee Act; S. 1783, Pension Security and Transparency Act. H.R. 4, Pension Protection Act of 2006; H.R. 6134, Health Opportunity Patient Empowerment Act; H.R. 6111, Tax Relief and Health Care Act; S. 2431, Savings Competitiveness Act; S. 3952/H.R. 6210, Automatic IRA Act. Proposals making technical corrections to The Pension Protection Act; savings proposals. H.R. 2682/S. 1244, Long-term Care and Retirement Security Act; H.R. 1960/1961, Pension Preservation and Savings Expansion Act; S. 602/H.R. 1262, Ronald Reagan Alzheimer's Breakthrough Act; H.R. 2830, Pension Protection Act; S. 1359, Retirement Savings
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE
2006 · year_end · Retirement
S. 1953 – National Employee Savings and Trust Equity Guarantee Act S. 2244- Caregiver Assistance and Relief Effort (CARE) Act S. 2254 – Caregiver Assistance and Relief Effort Act S. 2281 – Aging with Respect and Dignity Act S. 2397 – Long Term Care Trust Account Act S. 2431 – Savings Competitiveness Act of 2006. S. 2457 – Small Business Health Insurance Relief Act Department of Labor proposed changes to Schedule C of Form 5500 Department of Labor proposed Reg. Section 2550.404a-3 (re: Safest Available Annuity) Department of Labor proposed Reg. Section 2550.404c-5 (re: Qualified Default Investment Alternatives) H.R. 4 - Pension Protection Act of 2006 H.R. 819 – Retirement Security for Life Act of 2005 H.R. 976 – Long Term Care Act of 2005 H.R. 1150 – To Amend the Internal Revenue Code of 1986 to provide a credit to individuals for certain long-term care expenses H.R. 1161 – Employer Retirement Savings Accounts. H.R. 1162 – Retirement Savings Account Act H.R. 1163 – Lifetime Savings Account Act of 2005 H.R. 2682 – Long-Term Care and Retirement Security Act of 2005 H.R. 2830 – Pension Protection Act of 2005 H.R. 3254 – CARE Act H.R. 3912- Flexible Retirement Security for Life Act H.R. 4104 – Qualified Long Term Care Fairness Act H.R. 4220 – Long Term Care Tax Reduction Act of 2005 S. 381 -- Retirement Security for Life Act of 2005 S. 545 – Lifetime Savings Account Act of 2005. S. 546 – Retirement Savings Account Act. S. 547– Employer Retirement Savings Accounts. S. 602 – Ronald Reagan Alzheimer’s Breakthrough Act of 2005. S. 723 – SIMPLE Cafeteria Plan Act of 2005 S. 1225 – Access to Affordable Health Insurance Act S. 1244 -- Long-Term Care and Retirement Security Act of 2005. S. 1359 – Retirement Savings and Security Act of 2005 S. 1602- Improving Long-Term Care Choices Act S. 1706 – Long Term Care Act S. 1783 – The Pension Security and Transparency Act of 2005 S. 1932 – Deficit Reduction Act S. 1951 – CLASS Act See attachment.
Client expense: $2,200,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of
2006 · year_end · Retirement
S. 1953 – National Employee Savings and Trust Equity Guarantee Act S. 2244- Caregiver Assistance and Relief Effort (CARE) Act S. 2254 – Caregiver Assistance and Relief Effort Act S. 2281 – Aging with Respect and Dignity Act S. 2397 – Long Term Care Trust Account Act S. 2431 – Savings Competitiveness Act of 2006. S. 2457 – Small Business Health Insurance Relief Act Department of Labor proposed changes to Schedule C of Form 5500 Department of Labor proposed Reg. Section 2550.404a-3 (re: Safest Available Annuity) Department of Labor proposed Reg. Section 2550.404c-5 (re: Qualified Default Investment Alternatives) H.R. 4 - Pension Protection Act of 2006 H.R. 819 – Retirement Security for Life Act of 2005 H.R. 976 – Long Term Care Act of 2005 H.R. 1150 – To Amend the Internal Revenue Code of 1986 to provide a credit to individuals for certain long-term care expenses H.R. 1161 – Employer Retirement Savings Accounts. H.R. 1162 – Retirement Savings Account Act H.R. 1163 – Lifetime Savings Account Act of 2005 H.R. 2682 – Long-Term Care and Retirement Security Act of 2005 H.R. 2830 – Pension Protection Act of 2005 H.R. 3254 – CARE Act H.R. 3912- Flexible Retirement Security for Life Act H.R. 4104 – Qualified Long Term Care Fairness Act H.R. 4220 – Long Term Care Tax Reduction Act of 2005 S. 381 -- Retirement Security for Life Act of 2005 S. 545 – Lifetime Savings Account Act of 2005. S. 546 – Retirement Savings Account Act. S. 547– Employer Retirement Savings Accounts. S. 602 – Ronald Reagan Alzheimer’s Breakthrough Act of 2005. S. 723 – SIMPLE Cafeteria Plan Act of 2005 S. 1225 – Access to Affordable Health Insurance Act S. 1244 -- Long-Term Care and Retirement Security Act of 2005. S. 1359 – Retirement Savings and Security Act of 2005 S. 1602- Improving Long-Term Care Choices Act S. 1706 – Long Term Care Act S. 1783 – The Pension Security and Transparency Act of 2005 S. 1932 – Deficit Reduction Act S. 1951 – CLASS Act See attachment.
Client expense: $2,200,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of
2006 · year_end · Retirement
S. 1953 – National Employee Savings and Trust Equity Guarantee Act S. 2244- Caregiver Assistance and Relief Effort (CARE) Act S. 2254 – Caregiver Assistance and Relief Effort Act S. 2281 – Aging with Respect and Dignity Act S. 2397 – Long Term Care Trust Account Act S. 2431 – Savings Competitiveness Act of 2006. S. 2457 – Small Business Health Insurance Relief Act Department of Labor proposed changes to Schedule C of Form 5500 Department of Labor proposed Reg. Section 2550.404a-3 (re: Safest Available Annuity) Department of Labor proposed Reg. Section 2550.404c-5 (re: Qualified Default Investment Alternatives) H.R. 4 - Pension Protection Act of 2006 H.R. 819 – Retirement Security for Life Act of 2005 H.R. 976 – Long Term Care Act of 2005 H.R. 1150 – To Amend the Internal Revenue Code of 1986 to provide a credit to individuals for certain long-term care expenses H.R. 1161 – Employer Retirement Savings Accounts. H.R. 1162 – Retirement Savings Account Act H.R. 1163 – Lifetime Savings Account Act of 2005 H.R. 2682 – Long-Term Care and Retirement Security Act of 2005 H.R. 2830 – Pension Protection Act of 2005 H.R. 3254 – CARE Act H.R. 3912- Flexible Retirement Security for Life Act H.R. 4104 – Qualified Long Term Care Fairness Act H.R. 4220 – Long Term Care Tax Reduction Act of 2005 S. 381 -- Retirement Security for Life Act of 2005 S. 545 – Lifetime Savings Account Act of 2005. S. 546 – Retirement Savings Account Act. S. 547– Employer Retirement Savings Accounts. S. 602 – Ronald Reagan Alzheimer’s Breakthrough Act of 2005. S. 723 – SIMPLE Cafeteria Plan Act of 2005 S. 1225 – Access to Affordable Health Insurance Act S. 1244 -- Long-Term Care and Retirement Security Act of 2005. S. 1359 – Retirement Savings and Security Act of 2005 S. 1602- Improving Long-Term Care Choices Act S. 1706 – Long Term Care Act S. 1783 – The Pension Security and Transparency Act of 2005 S. 1932 – Deficit Reduction Act S. 1951 – CLASS Act See attachment.
Client expense: $2,200,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of
2006 · year_end · Retirement
S. 1953 – National Employee Savings and Trust Equity Guarantee Act S. 2244- Caregiver Assistance and Relief Effort (CARE) Act S. 2254 – Caregiver Assistance and Relief Effort Act S. 2281 – Aging with Respect and Dignity Act S. 2397 – Long Term Care Trust Account Act S. 2431 – Savings Competitiveness Act of 2006. S. 2457 – Small Business Health Insurance Relief Act Department of Labor proposed changes to Schedule C of Form 5500 Department of Labor proposed Reg. Section 2550.404a-3 (re: Safest Available Annuity) Department of Labor proposed Reg. Section 2550.404c-5 (re: Qualified Default Investment Alternatives) H.R. 4 - Pension Protection Act of 2006 H.R. 819 – Retirement Security for Life Act of 2005 H.R. 976 – Long Term Care Act of 2005 H.R. 1150 – To Amend the Internal Revenue Code of 1986 to provide a credit to individuals for certain long-term care expenses H.R. 1161 – Employer Retirement Savings Accounts. H.R. 1162 – Retirement Savings Account Act H.R. 1163 – Lifetime Savings Account Act of 2005 H.R. 2682 – Long-Term Care and Retirement Security Act of 2005 H.R. 2830 – Pension Protection Act of 2005 H.R. 3254 – CARE Act H.R. 3912- Flexible Retirement Security for Life Act H.R. 4104 – Qualified Long Term Care Fairness Act H.R. 4220 – Long Term Care Tax Reduction Act of 2005 S. 381 -- Retirement Security for Life Act of 2005 S. 545 – Lifetime Savings Account Act of 2005. S. 546 – Retirement Savings Account Act. S. 547– Employer Retirement Savings Accounts. S. 602 – Ronald Reagan Alzheimer’s Breakthrough Act of 2005. S. 723 – SIMPLE Cafeteria Plan Act of 2005 S. 1225 – Access to Affordable Health Insurance Act S. 1244 -- Long-Term Care and Retirement Security Act of 2005. S. 1359 – Retirement Savings and Security Act of 2005 S. 1602- Improving Long-Term Care Choices Act S. 1706 – Long Term Care Act S. 1783 – The Pension Security and Transparency Act of 2005 S. 1932 – Deficit Reduction Act S. 1951 – CLASS Act See attachment.
Client expense: $2,200,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of
2006 · year_end · Retirement
S. 1953 – National Employee Savings and Trust Equity Guarantee Act S. 2244- Caregiver Assistance and Relief Effort (CARE) Act S. 2254 – Caregiver Assistance and Relief Effort Act S. 2281 – Aging with Respect and Dignity Act S. 2397 – Long Term Care Trust Account Act S. 2431 – Savings Competitiveness Act of 2006. S. 2457 – Small Business Health Insurance Relief Act Department of Labor proposed changes to Schedule C of Form 5500 Department of Labor proposed Reg. Section 2550.404a-3 (re: Safest Available Annuity) Department of Labor proposed Reg. Section 2550.404c-5 (re: Qualified Default Investment Alternatives) H.R. 4 - Pension Protection Act of 2006 H.R. 819 – Retirement Security for Life Act of 2005 H.R. 976 – Long Term Care Act of 2005 H.R. 1150 – To Amend the Internal Revenue Code of 1986 to provide a credit to individuals for certain long-term care expenses H.R. 1161 – Employer Retirement Savings Accounts. H.R. 1162 – Retirement Savings Account Act H.R. 1163 – Lifetime Savings Account Act of 2005 H.R. 2682 – Long-Term Care and Retirement Security Act of 2005 H.R. 2830 – Pension Protection Act of 2005 H.R. 3254 – CARE Act H.R. 3912- Flexible Retirement Security for Life Act H.R. 4104 – Qualified Long Term Care Fairness Act H.R. 4220 – Long Term Care Tax Reduction Act of 2005 S. 381 -- Retirement Security for Life Act of 2005 S. 545 – Lifetime Savings Account Act of 2005. S. 546 – Retirement Savings Account Act. S. 547– Employer Retirement Savings Accounts. S. 602 – Ronald Reagan Alzheimer’s Breakthrough Act of 2005. S. 723 – SIMPLE Cafeteria Plan Act of 2005 S. 1225 – Access to Affordable Health Insurance Act S. 1244 -- Long-Term Care and Retirement Security Act of 2005. S. 1359 – Retirement Savings and Security Act of 2005 S. 1602- Improving Long-Term Care Choices Act S. 1706 – Long Term Care Act S. 1783 – The Pension Security and Transparency Act of 2005 S. 1932 – Deficit Reduction Act S. 1951 – CLASS Act See attachment.
Client expense: $2,200,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of
2006 · year_end · Retirement
S. 1953 – National Employee Savings and Trust Equity Guarantee Act S. 2244- Caregiver Assistance and Relief Effort (CARE) Act S. 2254 – Caregiver Assistance and Relief Effort Act S. 2281 – Aging with Respect and Dignity Act S. 2397 – Long Term Care Trust Account Act S. 2431 – Savings Competitiveness Act of 2006. S. 2457 – Small Business Health Insurance Relief Act Department of Labor proposed changes to Schedule C of Form 5500 Department of Labor proposed Reg. Section 2550.404a-3 (re: Safest Available Annuity) Department of Labor proposed Reg. Section 2550.404c-5 (re: Qualified Default Investment Alternatives) H.R. 4 - Pension Protection Act of 2006 H.R. 819 – Retirement Security for Life Act of 2005 H.R. 976 – Long Term Care Act of 2005 H.R. 1150 – To Amend the Internal Revenue Code of 1986 to provide a credit to individuals for certain long-term care expenses H.R. 1161 – Employer Retirement Savings Accounts. H.R. 1162 – Retirement Savings Account Act H.R. 1163 – Lifetime Savings Account Act of 2005 H.R. 2682 – Long-Term Care and Retirement Security Act of 2005 H.R. 2830 – Pension Protection Act of 2005 H.R. 3254 – CARE Act H.R. 3912- Flexible Retirement Security for Life Act H.R. 4104 – Qualified Long Term Care Fairness Act H.R. 4220 – Long Term Care Tax Reduction Act of 2005 S. 381 -- Retirement Security for Life Act of 2005 S. 545 – Lifetime Savings Account Act of 2005. S. 546 – Retirement Savings Account Act. S. 547– Employer Retirement Savings Accounts. S. 602 – Ronald Reagan Alzheimer’s Breakthrough Act of 2005. S. 723 – SIMPLE Cafeteria Plan Act of 2005 S. 1225 – Access to Affordable Health Insurance Act S. 1244 -- Long-Term Care and Retirement Security Act of 2005. S. 1359 – Retirement Savings and Security Act of 2005 S. 1602- Improving Long-Term Care Choices Act S. 1706 – Long Term Care Act S. 1783 – The Pension Security and Transparency Act of 2005 S. 1932 – Deficit Reduction Act S. 1951 – CLASS Act See attachment.
Client expense: $2,200,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of
2006 · year_end · Retirement
S. 1953 – National Employee Savings and Trust Equity Guarantee Act S. 2244- Caregiver Assistance and Relief Effort (CARE) Act S. 2254 – Caregiver Assistance and Relief Effort Act S. 2281 – Aging with Respect and Dignity Act S. 2397 – Long Term Care Trust Account Act S. 2431 – Savings Competitiveness Act of 2006. S. 2457 – Small Business Health Insurance Relief Act Department of Labor proposed changes to Schedule C of Form 5500 Department of Labor proposed Reg. Section 2550.404a-3 (re: Safest Available Annuity) Department of Labor proposed Reg. Section 2550.404c-5 (re: Qualified Default Investment Alternatives) H.R. 4 - Pension Protection Act of 2006 H.R. 819 – Retirement Security for Life Act of 2005 H.R. 976 – Long Term Care Act of 2005 H.R. 1150 – To Amend the Internal Revenue Code of 1986 to provide a credit to individuals for certain long-term care expenses H.R. 1161 – Employer Retirement Savings Accounts. H.R. 1162 – Retirement Savings Account Act H.R. 1163 – Lifetime Savings Account Act of 2005 H.R. 2682 – Long-Term Care and Retirement Security Act of 2005 H.R. 2830 – Pension Protection Act of 2005 H.R. 3254 – CARE Act H.R. 3912- Flexible Retirement Security for Life Act H.R. 4104 – Qualified Long Term Care Fairness Act H.R. 4220 – Long Term Care Tax Reduction Act of 2005 S. 381 -- Retirement Security for Life Act of 2005 S. 545 – Lifetime Savings Account Act of 2005. S. 546 – Retirement Savings Account Act. S. 547– Employer Retirement Savings Accounts. S. 602 – Ronald Reagan Alzheimer’s Breakthrough Act of 2005. S. 723 – SIMPLE Cafeteria Plan Act of 2005 S. 1225 – Access to Affordable Health Insurance Act S. 1244 -- Long-Term Care and Retirement Security Act of 2005. S. 1359 – Retirement Savings and Security Act of 2005 S. 1602- Improving Long-Term Care Choices Act S. 1706 – Long Term Care Act S. 1783 – The Pension Security and Transparency Act of 2005 S. 1932 – Deficit Reduction Act S. 1951 – CLASS Act See attachment.
Client expense: $2,200,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of
2006 · year_end · Retirement
S. 1953 – National Employee Savings and Trust Equity Guarantee Act S. 2244- Caregiver Assistance and Relief Effort (CARE) Act S. 2254 – Caregiver Assistance and Relief Effort Act S. 2281 – Aging with Respect and Dignity Act S. 2397 – Long Term Care Trust Account Act S. 2431 – Savings Competitiveness Act of 2006. S. 2457 – Small Business Health Insurance Relief Act Department of Labor proposed changes to Schedule C of Form 5500 Department of Labor proposed Reg. Section 2550.404a-3 (re: Safest Available Annuity) Department of Labor proposed Reg. Section 2550.404c-5 (re: Qualified Default Investment Alternatives) H.R. 4 - Pension Protection Act of 2006 H.R. 819 – Retirement Security for Life Act of 2005 H.R. 976 – Long Term Care Act of 2005 H.R. 1150 – To Amend the Internal Revenue Code of 1986 to provide a credit to individuals for certain long-term care expenses H.R. 1161 – Employer Retirement Savings Accounts. H.R. 1162 – Retirement Savings Account Act H.R. 1163 – Lifetime Savings Account Act of 2005 H.R. 2682 – Long-Term Care and Retirement Security Act of 2005 H.R. 2830 – Pension Protection Act of 2005 H.R. 3254 – CARE Act H.R. 3912- Flexible Retirement Security for Life Act H.R. 4104 – Qualified Long Term Care Fairness Act H.R. 4220 – Long Term Care Tax Reduction Act of 2005 S. 381 -- Retirement Security for Life Act of 2005 S. 545 – Lifetime Savings Account Act of 2005. S. 546 – Retirement Savings Account Act. S. 547– Employer Retirement Savings Accounts. S. 602 – Ronald Reagan Alzheimer’s Breakthrough Act of 2005. S. 723 – SIMPLE Cafeteria Plan Act of 2005 S. 1225 – Access to Affordable Health Insurance Act S. 1244 -- Long-Term Care and Retirement Security Act of 2005. S. 1359 – Retirement Savings and Security Act of 2005 S. 1602- Improving Long-Term Care Choices Act S. 1706 – Long Term Care Act S. 1783 – The Pension Security and Transparency Act of 2005 S. 1932 – Deficit Reduction Act S. 1951 – CLASS Act See attachment.
Client expense: $2,200,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of
2006 · year_end · Retirement
S. 1953 – National Employee Savings and Trust Equity Guarantee Act S. 2244- Caregiver Assistance and Relief Effort (CARE) Act S. 2254 – Caregiver Assistance and Relief Effort Act S. 2281 – Aging with Respect and Dignity Act S. 2397 – Long Term Care Trust Account Act S. 2431 – Savings Competitiveness Act of 2006. S. 2457 – Small Business Health Insurance Relief Act Department of Labor proposed changes to Schedule C of Form 5500 Department of Labor proposed Reg. Section 2550.404a-3 (re: Safest Available Annuity) Department of Labor proposed Reg. Section 2550.404c-5 (re: Qualified Default Investment Alternatives) H.R. 4 - Pension Protection Act of 2006 H.R. 819 – Retirement Security for Life Act of 2005 H.R. 976 – Long Term Care Act of 2005 H.R. 1150 – To Amend the Internal Revenue Code of 1986 to provide a credit to individuals for certain long-term care expenses H.R. 1161 – Employer Retirement Savings Accounts. H.R. 1162 – Retirement Savings Account Act H.R. 1163 – Lifetime Savings Account Act of 2005 H.R. 2682 – Long-Term Care and Retirement Security Act of 2005 H.R. 2830 – Pension Protection Act of 2005 H.R. 3254 – CARE Act H.R. 3912- Flexible Retirement Security for Life Act H.R. 4104 – Qualified Long Term Care Fairness Act H.R. 4220 – Long Term Care Tax Reduction Act of 2005 S. 381 -- Retirement Security for Life Act of 2005 S. 545 – Lifetime Savings Account Act of 2005. S. 546 – Retirement Savings Account Act. S. 547– Employer Retirement Savings Accounts. S. 602 – Ronald Reagan Alzheimer’s Breakthrough Act of 2005. S. 723 – SIMPLE Cafeteria Plan Act of 2005 S. 1225 – Access to Affordable Health Insurance Act S. 1244 -- Long-Term Care and Retirement Security Act of 2005. S. 1359 – Retirement Savings and Security Act of 2005 S. 1602- Improving Long-Term Care Choices Act S. 1706 – Long Term Care Act S. 1783 – The Pension Security and Transparency Act of 2005 S. 1932 – Deficit Reduction Act S. 1951 – CLASS Act See attachment.
Client expense: $2,200,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of
2006 · year_end · Retirement
S. 1783 - Pension Security and Transparency Act of 2005 S. 381 - Retirement Security for Life Act of 2005 S. 1359 - Retirement Savings and Security Act of 2005 S. 1819 - 401(k) Enhancement Act: Encouraging Retirement Savings H.R. 2830 - Pension protection Act of 2005 H.R. 1508 - 401(k) Automatic Enrollment Act of 2005 H.R. 4274 - Preservation of Define Benefit Plans Act of 2005
Client expense: Not reported · Firm income: $280,000
Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2006 · year_end · Taxation/Internal Revenue Code
Proposals to encourage guaranteed lifetime income payments from annuities. H.R. 816/S. 381, Retirement Security for Life Act; H.R. 2951, Lifetime Pension Annuity for You Act; S. 1359, Retirement Savings and Security Act; H.R. 2830 Pension Protection Act of 2005; Proposals relating to 403 (b) annuity contracts; H.R. 4, Pension Protection Act of 2006; S. 3951, Women's Retirement Security Act. See Addendum
Client expense: Not reported · Firm income: $80,000
Government targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE
2006 · year_end · Retirement
H.R. 4, Pension Protection Act of 2006 (P.L. No. 109-280) H.R. 819, The Retirement Security for Life Act H.R. 1161, A bill to amend the Internal Revenue Code to provide for employee retirmenet savings accounts and other purposes H.R. 1162, Retirement Savings Account Act H.R. 1163, Lifetime Savings Account Act of 2005 H.R. 1508, Automatic Enrollment Act of 2005 H.R. 1960, Pension Preservation and Savings Expansion Act of 2005 H.R. 1961, Pension Preservation and Savings Expansion Act of 2005 H.R. 2386, College 529 Invest in Education Savings for Tomorrow Act of 2005 H.R. 2830, Pension Protection Act of 2005 H.R. 2831, Pension Preservation and Portability Act of 2005 H.R. 2951, Lifetime Pension Annuity for You Act of 2005 H.R. 3912, The flexible Retirement Security for Life Act H.R. 4241, House Budget Reconciliation Bill (Long Term Care, PBGC Fixed Premium) H.R. 6210, Automatic IRA Act of 2006 S. 219, National Employee Savings and Trust Equity Guarantee Act of 2005 (NESTEG), and all provisions relating to S.1953, "Defined Benefit Plan Funding Reforms" S. 381, The Retirement Security for Life Act S. 545, Lifetime Savings Account Act of 2005 S. 546, Retirement Savings Account Act S. 547, A bill to amend the Internal Revenue Code of 1986 to provide for employer retirement savings accounts and other purposes S. 875, Save More for Retirement Act of 2005 S. 1112, College 529 Investment Act of 2005 S. 1304, Pension Benefits Protection Act S. 1359, Retirement Savings and Security Act of 2005 S. 1783, The Pension Security and Transparency Act of 2005 S. 1819, 401(k) Enhancement Act: Encouraging Retirement Savings S. 1932, Senate Budget Reconciliation Bill (Long Term Care, PBGC Fixed Premium) became P.L. No.109-171 on 2/8/2006 S. 2431, Savings Competitiveness Act of 2006 S. 3951, Women's Retirement Security Act of 2006 S. 3952, Automatic IRA Act of 2006 Technical corrections to the Pension Protection Act of 2006 - No bill number DOL proposed regulation on Default Investment alternatives: 71 F.R. 56806 (9/27/06) DOL Form LM-10 DOL request for information on PPA Investment Advice: 71 F.R. 70427 (12/4/06) Proposed guidance DOL is developing under ERISA Section 408(b)(2) related to disclosure of 401(k) services and related fees IRS Proposed Roth 401(k), 403 (b) Regulations See Addendum
Client expense: $1,743,165 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2006 · year_end · Retirement
Pension Annuity for You Act; S. 1359, Retirement Savings and Security Act; proposals related to automatic enrollment and default investments including S. 875, Save More for Retirement Act; H.R. 1508, 401(k) Auto-enrollment Act; S. 2431, Savings Competitiveness Act, and S. 3952/H.R. 6210, Automatic IRA Act of 2006; H.R. 1960/H.R. 1961, Pension Preservation and Portability Act; H.R. 2830 Pension Protection Act; S. 1783, Pension Security and Transparency Act; H.R. 4, Pension Protection Act; S. 3951, Women's Retirement Security Act; proposals related to longevity and insurance and the "safest available annuity" standard; recommendations of the President's Advisory Panel on Tax Reform, specifically the proposal for Save at Work plans; proposals related to legislation on women's retirement needs; proposals related to longevity insurance; proposals making technical corrections to The Pension Protection Act. Savings proposals in the President's FY 2007 Budget, particularly Employer Retirement Savings Accounts; H.R. 1161/S. 547, to provide for employer retirement savings accounts; proposals designed to encourage annuities, including H.R. 2951, Lifetime
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE
2006 · year_end · Retirement
Retirement Savings and Security Act; proposals related to automatic enrollment including S. 875, Save More for Retirement; H.R. 1508, 401(k) Auto-Enrollment Act; S. 3952/H.R. 6210, Automatic IRA Act and S. 2431, Savings Competitiveness Act; H.R. 2830, Pension Protection Act; S. 1783, Pension Security and Transparency Act; H.R. 2951, Lifetime Pension Annuity for You Act; proposals related to legislation on women's retirement needs. H.R. 4, Pension Protection Act of 2006; proposals making technical corrections to The Pension Protection Act of 2006. Proposed DOL regulations on changes to the Form 5500 annual filing requirements for employee benefit plans. Savings proposals included in the President's FY 2007 Budget and legislation carrying out those proposals including H.R. 1161, H.R. 1162, H.R. 1163, S. 545, S. 546, S. 547; S. 219/1953, National Employee Savings and Trust Equity Guarantee Act; S. 1359,
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE
2006 · year_end · Retirement
Lifetime Savings Account Act of 2005; H.R. 1508, Automatic Enrollment Act of 2005 H.R. 1960, Pension Preservation and Savings Expansion Act of 2005 H.R. 1961, Pension Preservation and Savings Expansion Act of 2005 H.R. 2830, Pension Protection Act of 2005 H.R. 2831, Pension Preservation and Portability Act of 2005 H.R. 2951, Lifetime Pension Annuity for You Act of 2005 H.R. 3912, The Flexible Retirement Security for Life Act H.R. 4241, House Budget Reconciliation Bill H.R. 6210, Automatic IRA Act S. 219, National Empoyee Savings and Trust Equity Guarantee Act of 2005 (NESTEG), all provisions relating to defined benefit, plan funding reforms S. 381, The Retirement Security for Life Act S. 545, Lifetime Savings Account Act of 2005 S. 546, Retirement Savings Account Act S. 547, A bill to amend the Internal Revenue Code of 1986 to provide for employer retirement savings accounts, and for other purposes S. 875, Save More for Retirement Act of 2005 S. 1304, Pension Benefits Protection Act S. 1359, Retirement Savings and Security Act of 2005 S. 1783, The Pension Security and Transparency Act of 2005 S. 1819, 401(k) Enhancement Act: Encouraging Retirement Savings S. 1932, Senate Budget Reconciliation Bill S. 2431, Savings Competitiveness Act of 2006 S. 3951, Women's Retirement Security Act of 2006 S. 3952, Automatic IRA Act Proposals related to legislation on women's retirement needs; proposals making technical corrections to The Pension Protection Act. H.R. 4, Pension Protection Act of 2006; H.R. 819, The Retirement Security for Life Act; H.R. 1161, A bill to amend the Internal Revenue Code to provide for employee retirement savings accounts; H.R. 1162, Retirement Savings Account Act; H.R. 1163,
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2006 · year_end · Retirement
certain plans; H.R. 1960/1961, The Pension Preservation and Savings Expansion Act S. 219/S. 1953, National Employee Savings and Trust Equity Guarantee Act S. 1783, Pension Security and Transparency Act H.R. 4, Pension Protection Act S. 3951, Women's Retirement Security Act of 2006 Savings proposals in the President's Fiscal year 2007 budget Issues related to automatic enrollment including S. 875, Save More for Retirement Act, H.R. 1508, 401(k) Auto-enrollment Act, S. 3952/H.R. 6210, Automatic IRA Act of 2006, and S. 2431 Savings Competitiveness Act Issues related to executive compensation Proposals related to legislation on women's retirement needs. Proposals making Technical Corrections to the Pension Protection Act Issues related to default investments H.R. 2830, Pension Protection Act; H.R. 2831, Pension Preservation and Portability Act; S. 1359, Retirement Savings and Security Act; H.R., 2233/S. 991, Pension Fairness and Full Disclosures Act; H.R. 2327/S. 1158, To impose a moratorium on terminations of
Client expense: Not reported · Firm income: $100,000
Government targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE, Treasury, Dept of
2006 · year_end · Retirement
and Transparency Act; H.R. 4, Pension Protection Act; S. 3951, Women's Retirement Security Act; issues related to automatic enrollment and default investments; proposals related to the "safest available annuity" standard; proposals related to legislation on women's retirement needs; proposals related to social security reform. Proposals related to annuitization, including H.R. 819/S. 381, the Retirement Security for Life Act and H.R. 2951, Lifetime Pension Annuity for You Act; S. 1359, Retirement Savings and Security Act; H.R. 2830, Pension Protection Act; S. 1783, Pension Security
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2006 · year_end · Retirement
Annuity for You Act; S. 219/S. 1953, National Employee Savings and Trust Equity Guarantee Act; H.R. 2830, Pension Protection Act; H.R. 1783 Pension Security and Transparency Act; H.R. 4, Pension Protection Act; S. 3951, Women's Retirement Security Act; S. 3952,/H.R. 6210, Automatic IRA Act; S. 2431, Savings Competitiveness Act of 2006; recommendations of the President's Advisory Panel on Tax Reform, particularly the proposal for Save at Work plans. Proposals related to legislation on women's retirement needs; proposals making technical corrections to The Pension Protection Act. Savings proposals in the President's FY 2007 Budget, particularly Employer Retirement Savings Accounts; H.R. 1161/S. 547, to provide for employer retirement savings accounts, S. 1359, Retirement Savings and Security Act; H.R. 2951, Lifetime Pension
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE
2006 · year_end · Retirement
Retirement Savings Account Act; H.R. 1163/S. 545, Lifetime Savings Account Act; defined contribution plan reform proposals; proposals relating to automatic enrollment and default investments, including S. 875, Save More for Retirement Act, S. 3952/H.R. 6210, Automatic IRA Act of 2006 and S. 2431, Savings Competitiveness Act and H.R. 1508, 401(k) Auto-enrollment Act; H.R. 2830, Pension Protection Act; S. 1359, Retirement Savings and Security Act; S. 1783, Pension Security and Transparency Act; H.R. 4, Pension Protection Act; S. 3951, Women's Retirement Security Act; proposals making techincal corrections to The Pension Protection Act. S. 219/S. 1953, National Employee Savings and Trust Equity Guarantee Act; Savings proposals included in the President's FY 2007 Budget and legislation carrying out those proposals including H.R. 1161/S. 547, to provide for ERSAs; H.R. 1162/S. 546,
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE
2006 · year_end · Taxation/Internal Revenue Code
annuitization including H.R. 819 and S.381, The Retirement Security for Life Act and H.R. 2951, Lifetime Pension Annuity for You Act, S.602/H.R. 1262 Ronald Reagan Alzheimer's Breakthrough Act; H.R. 2682/S1244 Long-term Care and Retirement Security Act; H.R. 2830, Pension Protection Act of 2005; S.1359, Retirement Savings and Security Act of 2005, H.R. 1161/S.547 to provide for ERSAs; H.R. 1162/S.546, Retirement Savings Account; H.R. 1163/S.545, Lifetime Savings Account; S. 1783, Pension Security and Transparency Act; Proposals related to longevity insurance; Proposals related to legislation on women's retirement needs, including S.3951, Women's Retirement Security Act H.R.4, Pension Protection Act of 2006; Proposals making technical correction to The Pension Protection Act; S.2431, Savings Competitiveness Act; S.3952/H.R.6210, Automatic IRA Act of 2006; Long-term Care Proposals; Proposals related to default investments. H.R. 1960/H.R., 1961 Pension Preservation and Savings Expansion Act; savings proposals in the President's FY 2007 Budget; S.219/S.1953 National Employee Savings and Trust Equity Guarantee Act; proposals related to hybrid plans; proposals related to
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2006 · year_end · Retirement
annuitization including H.R. 819 and S.381, The Retirement Security for Life Act and H.R. 2951, Lifetime Pension Annuity for You Act, S.602/H.R. 1262 Ronald Reagan Alzheimer's Breakthrough Act; H.R. 2682/S1244 Long-term Care and Retirement Security Act; H.R. 2830, Pension Protection Act of 2005; S.1359, Retirement Savings and Security Act of 2005, H.R. 1161/S.547 to provide for ERSAs; H.R. 1162/S.546, Retirement Savings Account; H.R. 1163/S.545, Lifetime Savings Account; S. 1783, Pension Security and Transparency Act; Proposals related to longevity insurance; Proposals related to legislation on women's retirement needs, including S.3951, Women's Retirement Security Act H.R.4, Pension Protection Act of 2006; Proposals making technical correction to The Pension Protection Act; S.2431, Savings Competitiveness Act; S.3952/H.R.6210, Automatic IRA Act of 2006; Long-term Care Proposals; Proposals related to default investments. H.R. 1960/H.R., 1961 Pension Preservation and Savings Expansion Act; savings proposals in the President's FY 2007 Budget; S.219/S.1953 National Employee Savings and Trust Equity Guarantee Act; proposals related to hybrid plans; proposals related to
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2006 · year_end · Taxation/Internal Revenue Code
spousal rollovers; S.1359, Retirement Savings and Security Act; Proposals related to defined contribution reform; H.R. 1161/S547, to provide for ERSAs; H.R. 1162/S.546, Retirement Savings Account; H.R. 1163/S.545, Lifetime Savings Account Act; S.7, Jobs and Growth Tax Relief Act, H.R. 809, to make permanent individual income tax rates for capital gains and dividends, H.R. 4297, Tax Relief Extension Reconciliation Act; H.R. 2830, Pension Protection Act; S.1783, Pension Security and Transparency Act; Proposals related to legislation on women's retirement needs; Proposals related to section 529 college savings plans, including S.1112/H.R. 2386, College 529InvEst Act and H.R. 5314, 401Kids Family Savings Act; H.R.4, Pension Protection Act of 2006; H.R. 5970, Estate Tax and Extension of Tax Relief Act; S.395/H.R.6210, Automatic IRA Act; S.3951, Women's Retirement Security Act. Proposals making technical corrections to The Pension Protection Act. H.R. 1960/H.R. 1961, Pension Preservation and Savings Expansion Act; Savings proposals in the President's FY 2007 Budget; Proposals related to benefit statements; Proposals related to small business reporting simplification; Proposals related to non
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE
2006 · year_end · Retirement
spousal rollovers; S.1359, Retirement Savings and Security Act; Proposals related to defined contribution reform; H.R. 1161/S547, to provide for ERSAs; H.R. 1162/S.546, Retirement Savings Account; H.R. 1163/S.545, Lifetime Savings Account Act; S.7, Jobs and Growth Tax Relief Act, H.R. 809, to make permanent individual income tax rates for capital gains and dividends, H.R. 4297, Tax Relief Extension Reconciliation Act; H.R. 2830, Pension Protection Act; S.1783, Pension Security and Transparency Act; Proposals related to legislation on women's retirement needs; Proposals related to section 529 college savings plans, including S.1112/H.R. 2386, College 529InvEst Act and H.R. 5314, 401Kids Family Savings Act; H.R.4, Pension Protection Act of 2006; H.R. 5970, Estate Tax and Extension of Tax Relief Act; S.395/H.R.6210, Automatic IRA Act; S.3951, Women's Retirement Security Act. Proposals making technical corrections to The Pension Protection Act. H.R. 1960/H.R. 1961, Pension Preservation and Savings Expansion Act; Savings proposals in the President's FY 2007 Budget; Proposals related to benefit statements; Proposals related to small business reporting simplification; Proposals related to non
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE
2006 · year_end · Taxation/Internal Revenue Code
proposals in the President's fiscal year 2007 Budget; proposals related to retiree health; proposals related to section 457; proposals related to multiple employer plans; proposals related to credit balances; proposals related to mortality; S.219/s.1953, National Employee Savings and Trust Equity Guarantee Act; S.1783, Pension Security and Transparency Act; H.R.4, Pension Protection Act of 2006; S.3951, Women's Retirement Security Act; H.R. 6111, Tax Relief and Health Care Act; Proposals making technical correction to the Pension Protection Act. H.R. 1960/H.R. 1961, Pension Preservation and Savings Expansion Act; H.R. 2830, Pension Protection Act, S.1359, Retirement Savings and Security Act, proposals related to phased-retirement issues; proposals related to pension interest rate reform; savings
Client expense: Not reported · Firm income: $100,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2006 · year_end · Retirement
proposals in the President's fiscal year 2007 Budget; proposals related to retiree health; proposals related to section 457 plans; proposals related to multiple employer plans; proposals related to credit balances; proposals related to mortality; S.219/S.1953, National Employee Savings and Trust Equity Guarantee Act; S.1783, Pension Security and Transparency Act; H.R.4, Pension Protection Act of 2006; S.3951, Women's Retirement Security Act; H.R. 6111, Tax Relief and Health Care Act; Proposals making technical correction to the Pension Protection Act. H.R. 1960/H.R. 1961, Pension Preservation and Savings Expansion Act; H.R. 2830, Pension Protection Act, S. 1359, Retirement Savings and Security Act, proposals related to phased-retirement issues; proposals related to pension interest rate reform; savings (see Addendum)
Client expense: Not reported · Firm income: $100,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2006 · year_end · Retirement
2. Pension Protection Act of 2004 (H.R. 4) 3. Individual Social Security Investment Program Act (H.R. 530) 4. Retirement Security for Life Act (H.R. 819) 5. Tax Relief and Health Care Act (H.R. 6111) 6. Employee Pension Preservation and Taxpayer Protection Act (H.R. 2106) 7. Employee Benefits Protection Act (H.R. 1058) 8. 401(k) Automatic Enrollment Act (H.R. 1508) 9. Social Security Personal Savings Guarantee and Prosperity Act (H.R. 1776) 10. Individual and Workplace Retirement Savings Promotion Act (H.R. 1960) 11. Pension Preservation and Savings Expansion Act (H.R. 1961) 12. Pension Fairness and Full Disclosure Act (H.R. 2233) 13. Pension Security Disclosure Act (H.R. 2321) 14. Six-month Moratorium Bill (H.R. 2327) 15. The Pension Protection Act (H.R. 2830) 16. The Pension Preservation and Portability Act (H.R. 2831) 17. FY 2006 Appropriations bill for the U.S. Departments of Labor, HHS and Education (H.R. 3010) 18. Growing Real Ownership for Workers (H.R. 3304) 19. Tax Technical Corrections Act of 2005 (H.R. 3376) 20. Deficit Reduction Act (H.R. 4241) 21. Tax Increase Prevention and Reconciliation Act (H.R. 4297) 22. Budget Resolution for Fiscal Year 2006 23. National Employee Savings and Trust Equity Guarantee Act (S. 219) 24. Retirement Security for Life Act (S. 381) 25. Social Security Personal Savings Guarantee and Prosperity Act (S. 857) 26. Saving Social Security Act (S. 540) 27. Lifetime Savings Account Act (S. 545 and H.R. 1163) 28. Retirement Savings Account Act (S. 546 and H.R. 1162) 29. Employee Retirement Savings Account Act (S. 547 and H.R. 1161) 30. Save More for Retirement Act (S. 875) 31. Pension Fairness and Full Disclosure Act (S. 991) 32. Stop the Raid on Social Security Act (S. 1302) 33. Pension Benefits Protection Act (S. 1304) 34. Retirement Savings and Security Act (S. 1359) 35. Tax Technical Corrections Act of 2005 (S. 1447) 36. Deficit Reduction Omnibus Reconciliation Act (S. 1932) 37. Women’s Retirement Security Act (S.3951) 38. Kennedy-Hatch Retirement Equity Amendment (No.4857) on DOD Appropriations Bill (H.R. 5631) 39. The Gulf Opportunity Zone Act (H.R. 4440) 40. Pension Security and Transparency Act (S. 1783) 41. Tax Relief Extension Reconciliation Act (H.R. 4297/S. 2020) 42. Defined Benefit Security Act 43. Pension Benefits Protection Act (H.R. 4052/S. 1304) 44. Older Worker Opportunity Act (S. 1826) 45. Amerisave 46. Long-Term Care and Retirement Security Act (H.R. 2682/S. 1244) 47. 401(k) Enhancement Act: Encouraging Retirement Savings (S. 1819)\ 48. Deficit Reduction Act (s. 1932) 49. Savings Competitiveness Act of 2006 (s. 2431) 50. Tax Technical Corrections Act (S. 4026/H.R. 6264) 51. Automatic IRA Act (S. 3952) 1. Safe, Accountable, Flexible and Efficient Transportation Equity Act (H.R. 3)
Client expense: $120,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of, White House Office
2006 · year_end · Retirement
Pension Reform; qualified annuities; cash balance - S. 1359; S. 219; S. 1783; S . 3951; H.R. 2830; H.R. 2831; H.R. 4
Client expense: Not reported · Firm income: $1,880,000
Government targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Labor, Dept of (DOL), SENATE, State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
2006 · year_end · Taxation/Internal Revenue Code
Lifetime annuity payout; non-qualified annuities - S. 381; S. 1359; H.R. 819; Consolidated returns - S. 1293; H.R. 3019; Investor owned life insurance - S. 993; and Corporate owned life insurance; non-qualified deferred compensation - S. 219; H.R. 2251
Client expense: Not reported · Firm income: $1,880,000
Government targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Labor, Dept of (DOL), SENATE, State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
2006 · year_end · Retirement
H.R.3111.IH, Employee Stock Ownership Plan Promotion and Improvement Act of 2005 H.R.3249.IH, Social Security Disability Determination Simplification Act of 2005 S.2919, To amend title IV of the Employee Retirement Income Security Act of 1974 to establish a Director of the Pension Benefit Guaranty Corporation and the Internal Revenue Code of 1986 to increase certain penalties, and for other purposes. H.R.4, Pension Protection Act of 2006 H.R.2121, To amend the Internal Revenue Code of 1986 to allow individuals to defer recognition of reinvested capital gains distributions from regulated investment companies. H.R.2830, Pension Security and Transparency Act of 2005 S.RES.550, A resolution designating October 22 through October 28, 2006, as "National Save for Retirement Week". H.R.6210, To amend the Internal Revenue Code of 1986 to allow employees not covered by qualified retirement plans to save for retirement through automatic payroll deposit IRAs, to facilitate similar saving by the self-employed, and for other purposes. S.3817, A bill to amend the Internal Revenue Code of 1986 to provide a tax credit for certain entities making matching contributions to retirement plans. H.R.4, To provide economic security for all Americans, and for other purposes. S.3951, A bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to increase the retirement security of women and small business owners, and for other purposes. S.3952, A bill to amend the Internal Revenue Code of 1986 to allow employees not covered by qualified retirement plans to save for retirement through automatic payroll deposit IRAs, to facilitate similar savings by the self-employed, and for other purposes. S.3839, A bill to amend title II of the Social Security Act to provide that the eligibility requirement for disability insurance benefits under which an individual must have 20 quarters of Social Security coverage in the 40 quarters preceding a disability shall not be applicable in the case of a disabled individual suffering from a covered terminal disease. S.3715, A bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to provide for the treatment of eligible combined defined benefit plans and qualified cash or deferred arrangements. S.1588.IS, To amend title XVI of the Social Security Act to clarify that the value of certain funeral and burial arrangements are not to be considered available resources under the supplemental... H.R.3459.IH, To amend title II of the Social Security Act to provide that a monthly insurance benefit there under shall be paid for the month in which the recipient dies. S.1783.PCS, Pension Security and Transparency Act of 2005 H.R.3899.IH, Small Employer Defined Benefit Expansion Act H.R.3789.IH, To amend title I of the Employee Retirement Income Security Act of 1974 to provide, in the case of an employee welfare benefit plan providing benefits in the event of disability, an... H.R.3751.IH, Retirement Account Emergency Access Act of 2005 H.R.4055.IH, Employees' Pension Security Act of 2005 S.1819.IS, 401(k) Enhancement Act: Encouraging Retirement Savings H.R.3954.IH, Social Security COLA Protection Act of 2005 S.1795.IS, Social Security COLA Protection Act of 2005 S.1799.IS, Government Pension Offset Reform Act H.R.4421.IH, S Corporation Reform Act of 2005 S.2086.IS, IRA Equity Act of 2005 H.R.4274.IH, Preservation of Defined Benefit Plans Act of 2005 H.R.2951.IH, Lifetime Pension Annuity for You Act of 2005 S.1359.IS, Retirement Savings and Security Act of 2005 S.2431, Savings Competitiveness Act of 2006 S.2919, To amend title IV of the Employee Retirement Income Security Act of 1974 to establish a Director of the Pension Benefit Guaranty Corporation and the Internal Revenue Code of 1986 to increase certain penalties, and for other purposes. H.R. 2121, To amend the Internal Revenue Code of 1986 to allow individuals to defer recognition of reinvested capital gains distributions from regulated investment companies. H.R.2830, Pension Security and Transparency Act of 2005 H.R.4965, To amend title II of the Social Security Act to provide that a duty of the Board of Trustees of the Social Security Trust funds is to hold them in trust for the beneficiaries and to ensure that the assets of such trust funds are not diverted, and to authorize investment of such trust funds in securities that are not limited to obligations of the United States or obligations guaranteed as to principal and interest by the United States. H.R.5424, To allow certain existing retirement plans maintained by churches to continue to provide annuities directly to participants rather than through an insurance company. H.R.5507, To establish procedures for the issuance by the Commissioner of Social Security of `no match' letters to employers, and for the notification of the Secretary of Homeland Security regarding such letters. S.2431, Savings Competitiveness Act of 2006
Client expense: $901,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2006 · year_end · Taxation/Internal Revenue Code
S. 3951, Women's Retirement Security Act. Proposals making technical corrections to the Pension Protection Act. S.1359, Pension Preservation and Portability Act. Proposals to encourage guaranteed lifetime income for annuities, including H.R. 819/S.381, Retirement Securities for Life Act and H.R. 2951, Lifetime Pension Annuity for You Act. H.R. Pension Protection Act., .
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2006 · year_end · Retirement
H.R. 2951 - Lifetime Pension Annuity for You Act of 2005 - All provisions H.R. 819 - Retirement Security for Life Act of 2005 - All provisions S. 381 - Retirement Security for Life Act of 2005 - All provisions H.R. 2830 - Pension Protection Act of 2005 - All provisions H.R. 2831 - Pension Preservation and Portability Act of 2005 - All provisions H.R. 1960 - Pension Preservation and Savings Expansion Act of 2005 - All provisions H.R. 1961 - Pension Preservation and Savings Expansion Act of 2005 - All provisions S. 545 - Lifetime Savings Account Act of 2005 - All provisions S. 546 - Retirement Savings Account Act - All provisions S. 547 - A bill to amend the Internal Revenue Code of 1986 to provide for employer retirement savings accounts and for other purposes - All provisions H.R. 1058 - Employee Benefits Protection Act of 2005 - All provisions H.R. 2233 - Pension Fairness and Full Disclosure Act of 2005 - All provisions H.R. 2321 - Pension Security Disclosure Act of 2005 - All provisions H.R. 2926 - Pension Benefit Guaranty Corporation Pilots Equitable Treatment Act - All provisions H.R. 4052 - Pension Benefits Protection Act of 2005 - All provisions H.R. 4055 - Employees' Pension Security Act of 2005 - All provisions H.R. 4590 - Employees Retirement Preservation Act - All provisions S. 1158 - Stop Terminating Our Pension Act - All provisions S. 1304 - Pension Benefits Protection Act of 2005 - All provisions S. 1783 - Pension Security and Transparency Act of 2005 - All provisions S. 1799 - Government Pension Offset Reform Act - All provisions S. 1953 - National Employees Savings and Trust Equity Guarantee Act of 2005 - All provisions S. 2431 - Saving Competitiveness Act of 2006 - All provisions S. 685 - Pension Benefit Guaranty Corporation Pilots Equitable Treatment Act - All provisions S. 991 - Pension Fairness and Full Disclosure Act of 2005 - All provisions S. 219 - National Employee Savings and Trust Equity Guarantee Act of 2005 - All provisions S. 1359 - Retirement Savings and Security Act of 2005 - All provisions
Client expense: $1,660,000 · Firm income: Not reported
Government targets: Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2006 · year_end · Retirement
HR 819 & S 381-would grant a federal tax exclusion up to $20,000 per year in lifetime payments from non-qualified annuities - NAIFA supports. HR 3912 - Flexible Retirement Security for Life Act would grant the same exclusion as HR 819 but phase in the dollar amount starting at $1,000 in 2006 and increasing to $20,000 by 2015. HR 2951 & S 1359 - NAIFA supports tax incentives for both qualified and non-qualified annuities. HR 2830 & S 1783-The Pension Protection Act-NAIFA supports legislation allowing advisors who represent companies administering 401(k) type plans to give investment advice to employees participating in those plans.
Client expense: $300,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2006 · year_end · Taxation/Internal Revenue Code
H.R. 2471/S. 1066: Economic Development Act of 2005 H.R. 2498/S. 1076: Biodiesel Tax Extension S. 1359: Retirement Savings & Security Act of 2005 H.R. 141/S. 35: Amend IRS Code of 1986 for Permanent Extension of PTC for Wind H.R. 1417: Amend Internal Revenue Code for Permanent Exemption for Active Financing Income H.R. 3376/S. 1447: Tax Technical Corrections Act of 2005 H.R. 1511: Amend the IRS Code of 1986 to provide a 5-year PTC extension H.R. 3768/S. 1696: Katrina Emergency Tax Relief Act, P.L. 109-73 S. 1826: Older Worker Opportunity Act H.R. 1956: Business Activity Tax Simplification Act S. 309: Flexible Spending Arrangement (FSA) Carryover H.R. 364: Bonus Depreciation Extension Act S. 627: R&D Tax Credit Extension Act S. 7: Extend Tax Relief for Dividends & Capital Gains S. 715: Wind Power Tax Incentive Act H.R. 809: Extend Tax Relief for Dividends & Capital Gains H.R. 4236/S. 1864: To amend the Internal Revenue Code of 1986 to treat certain farming business machinery and equipment as 5-year property for purposes of depreciation H.R. 4297/S. 2020: Tax Relief Act of 2005, P.L. 109-222 H.R. 4297/S. 2020: Tax Relief Act of 2005; Subpart F , P.L. 109-222 H.R. 8/S. 420: Permanent Death Tax Repeal H.R. 4297: Tax Relief Act of 2005; R&D Tax Credit. P.L. 109-222 H.R. 1956: Business Activity Tax Simplification Act H.R. 4511: The Flex H.S.A. Act H.R. 4440: The Gulf Opportunity Zone Act of 2005 H.R. 4297: Tax Increase Prevention and Reconciliation Act; PL 109-222 H.R. 6134: Health Opportunity Patient Empowerment Act of 2006 H.R. 6264: Tax Technical Correction Act of 2006 H.R. 6408: 2006 Tax Extenders Bill: R&D Tax Credit H.R. 197: 5-year Production Tax Credit (PTC) extension bill that would extend credit through December 31, 2013 H.R. 6111: Tax Relief and Health Care Act: HSA provision, P.L. 109-432
Client expense: $380,000 · Firm income: Not reported
Government targets: Energy, Dept of, Federal Communications Commission (FCC), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)
2006 · year_end · Retirement
HR 2831 Pension Preservation and Portability Act of 2005 HR 2830 Pension Protection Act of 2005 HR 2951 Lifetime Pension Annuity for You Act of 2005 HR 4 Pension Protection Act of 2006 S 1359 Retirement Savings and Security Acts of 2005 S 991 Pension Fairness and Full Disclosure Act of 2005 S 1783 Pension Security and Transparency Act of 2005 S 3951 Women's Retirement Security Act of 2006
Client expense: $100,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension & Welfare Benefits Administration, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2006 · year_end · Retirement
Competitiveness Act; Proposals relating to qualified annuity incentives; Proposals affecting section 403(b) and section 457 arrangements; Proposals making technical corrections to H.R. 4, Pension Protection Act; Savings proposals in the President's FY 2007 Budget; Investment education legislative proposals related to DOL Interpretive Bulletin 96-1; proposals related to legislation on women's retirement needs. S. 1359 Retirement Savings and Security Act; H.R. 2830, Pension Protection Act; S. 1783, Pension Security and Transparency Act. H.R. 4, Pension Protection Act. S.3951 Women's Retirement Security Act; S.3952/H.R. 6210 Automatic IRA Act; S.2431, Savings
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE
2006 · year_end · Retirement
H.R. 1161 – Employer Retirement Savings Accounts. H.R. 1162 – Retirement Savings Account Act H.R. 1163 – Lifetime Savings Account Act of 2005 H.R. 2682 – Long-Term Care and Retirement Security Act of 2005 H.R. 2830 – Pension Protection Act of 2005 H.R. 3254 – CARE Act H.R. 3912- Flexible Retirement Security for Life Act H.R. 4104 – Qualified Long Term Care Fairness Act H.R. 4220 – Long Term Care Tax Reduction Act of 2005 S. 381 -- Retirement Security for Life Act of 2005 S. 545 – Lifetime Savings Account Act of 2005. S. 546 – Retirement Savings Account Act. S. 547– Employer Retirement Savings Accounts. S. 602 – Ronald Reagan Alzheimer’s Breakthrough Act of 2005. S. 723 – SIMPLE Cafeteria Plan Act of 2005 S. 1225 – Access to Affordable Health Insurance Act S. 1244 -- Long-Term Care and Retirement Security Act of 2005. S. 1359 – Retirement Savings and Security Act of 2005 S. 1602- Improving Long-Term Care Choices Act S. 1706 – Long Term Care Act S. 1783 – The Pension Security and Transparency Act of 2005 S. 1932 – Deficit Reduction Act S. 1951 – CLASS Act S. 1953 – National Employee Savings and Trust Equity Guarantee Act S. 2244- Caregiver Assistance and Relief Effort (CARE) Act S. 2254 – Caregiver Assistance and Relief Effort Act S. 2281 – Aging with Respect and Dignity Act S. 2397 – Long Term Care Trust Account Act S. 2431 – Savings Competitiveness Act of 2006. S. 2457 – Small Business Health Insurance Relief Act S. 3951 - Women's Retirement Security Act of 2006 S. 3952 - Automatic IRA Act of 2006 S. 6210 - Automatic IRA Act of 2006 H.R. 819- Retirement Security for Life Act of 2005 H.R. 976- Long Term Care Act of 2005 H.R. 1150- To amend the Internal Revenue Code of 1986 to provide a credit to individuals for certain long-term care expenses
Client expense: $4,392,150 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Labor, Dept of (DOL), SENATE, Treasury, Dept of
2006 · mid_year · Taxation/Internal Revenue Code
H.R. 141: Amend IRS Code of 1986 for Permanent Extension of PTC Credit for Wind H.R. 1417: Amend IRS Code for Permanent Exemption for Active Fianancing Income H.R. 1511/S. 35: Amend IRS Code of 1986 to provide a 5-year PTC extension H.R. 1956: Business Activity Tax Simplication Act H.R. 2471: Economic Development Act of 2005 H.R. 2498/S. 1076: Biodiesel Tax Extension H.R. 3376/S. 1447: Tax Technical Corrections Act of 2005 H.R. 364: Bonus Depreciation Extension Act H.R. 3768/S. 1696: Katrina Emergency Tax Relief Act; P.L. 109-73 H.R. 809/S. 7: Extend Tax Relief Act for Dividends and Capital Gains H.R. 4236/S. 1864: Amend IRS Code of 1986 to treat farm equipment as 5-year property for depreciation H.R. 4297/S. 2020: Tax Relief Act of 2005; Subpart F; P.L. 109-222 H.R. 4297/S. 2020: Tax Relief Act of 2005; R&D Tax Credit; P.L. 109-222 H.R. 8/S. 420: Permanent Death Tax Repeal H.R. 4511: The Flex HSA Act H.R. 4440: The Gulf Opportunity Zone Act of 2005 H.R. 5970: Estate Tax & Extension Act Tax Relief Act of 2006 (R&D Tax Credit) S. 1066: Economic Development Act of 2005 S. 1359: Retirement Savings & Security Act of 2005 S. 1826: Older Working Oppertunity Act S. 309: Flexible Spending Arrangment (FSA) Carryover S. 627: R&D Tax Credit Extension Act S. 715: Wind Power Tax Incentive Act
Client expense: $680,000 · Firm income: Not reported
Government targets: Energy, Dept of, HOUSE OF REPRESENTATIVES, SENATE, U.S. Trade Representative (USTR), White House Office
2006 · mid_year · Taxation/Internal Revenue Code
H.R. 141: Amend IRS Code of 1986 for Permanent Extension of PTC Credit for Wind H.R. 1417: Amend IRS Code for Permanent Exemption for Active Fianancing Income H.R. 1511/S. 35: Amend IRS Code of 1986 to provide a 5-year PTC extension H.R. 1956: Business Activity Tax Simplication Act H.R. 2471: Economic Development Act of 2005 H.R. 2498/S. 1076: Biodiesel Tax Extension H.R. 3376/S. 1447: Tax Technical Corrections Act of 2005 H.R. 364: Bonus Depreciation Extension Act H.R. 3768/S. 1696: Katrina Emergency Tax Relief Act; P.L. 109-73 H.R. 809/S. 7: Extend Tax Relief Act for Dividends and Capital Gains H.R. 4236/S. 1864: Amend IRS Code of 1986 to treat farm equipment as 5-year property for depreciation H.R. 4297/S. 2020: Tax Relief Act of 2005; Subpart F; P.L. 109-222 H.R. 4297/S. 2020: Tax Relief Act of 2005; R&D Tax Credit; P.L. 109-222 H.R. 8/S. 420: Permanent Death Tax Repeal H.R. 4511: The Flex HSA Act H.R. 4440: The Gulf Opportunity Zone Act of 2005 H.R. 5970: Estate Tax & Extension Act Tax Relief Act of 2006 (R&D Tax Credit) S. 1066: Economic Development Act of 2005 S. 1359: Retirement Savings & Security Act of 2005 S. 1826: Older Working Oppertunity Act S. 309: Flexible Spending Arrangment (FSA) Carryover S. 627: R&D Tax Credit Extension Act S. 715: Wind Power Tax Incentive Act
Client expense: $680,000 · Firm income: Not reported
Government targets: Energy, Dept of, HOUSE OF REPRESENTATIVES, SENATE, U.S. Trade Representative (USTR), White House Office
2006 · mid_year · Taxation/Internal Revenue Code
H.R. 141: Amend IRS Code of 1986 for Permanent Extension of PTC Credit for Wind H.R. 1417: Amend IRS Code for Permanent Exemption for Active Fianancing Income H.R. 1511/S. 35: Amend IRS Code of 1986 to provide a 5-year PTC extension H.R. 1956: Business Activity Tax Simplication Act H.R. 2471: Economic Development Act of 2005 H.R. 2498/S. 1076: Biodiesel Tax Extension H.R. 3376/S. 1447: Tax Technical Corrections Act of 2005 H.R. 364: Bonus Depreciation Extension Act H.R. 3768/S. 1696: Katrina Emergency Tax Relief Act; P.L. 109-73 H.R. 809/S. 7: Extend Tax Relief Act for Dividends and Capital Gains H.R. 4236/S. 1864: Amend IRS Code of 1986 to treat farm equipment as 5-year property for depreciation H.R. 4297/S. 2020: Tax Relief Act of 2005; Subpart F; P.L. 109-222 H.R. 4297/S. 2020: Tax Relief Act of 2005; R&D Tax Credit; P.L. 109-222 H.R. 8/S. 420: Permanent Death Tax Repeal H.R. 4511: The Flex HSA Act H.R. 4440: The Gulf Opportunity Zone Act of 2005 H.R. 5970: Estate Tax & Extension Act Tax Relief Act of 2006 (R&D Tax Credit) S. 1066: Economic Development Act of 2005 S. 1359: Retirement Savings & Security Act of 2005 S. 1826: Older Working Oppertunity Act S. 309: Flexible Spending Arrangment (FSA) Carryover S. 627: R&D Tax Credit Extension Act S. 715: Wind Power Tax Incentive Act
Client expense: $680,000 · Firm income: Not reported
Government targets: Energy, Dept of, HOUSE OF REPRESENTATIVES, SENATE, U.S. Trade Representative (USTR), White House Office
2006 · mid_year · Taxation/Internal Revenue Code
Lifetime annuity payout; non-qualified annuities - S.381; S.1359; H.R.819; Consolidated returns - S.1293; H.R.3019; Investor owned life insurance - S.993; and Corporate owned life insurance; non-qualified deferred compensation - S.219; H.R. 2251
Client expense: Not reported · Firm income: $2,360,000
Government targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
2006 · mid_year · Retirement
Pension reform; qualified annuities; cash balance - S.1359; S.219; S.1783; H.R.2830; H.R.2831;
Client expense: Not reported · Firm income: $2,360,000
Government targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
2006 · mid_year · Taxation/Internal Revenue Code
S. 1066: Economic Development Act of 2005 S. 1076: Biodiesel Tax Extension S. 1359: Retirement Savings & Security Act of 2005 S. 1447: Tax Technical Corrections Act of 2005 S. 1696: Katrina Emergency Tax Relief Act, P.L. 109-73 S. 1826: Older Worker Oppertunity Act S. 309: Flexible Spending Arrangement (FSA) Carryover S. 35: Amend IRS Code of 1986 for Permanent Extension of PTC for Wind S. 627: R&D Tax Credit Extension Act S. 7: Extend Tax Relief for Dividends & Capital Gains S. 715: Wind Power Tax Incentive Act S. 1864: Amend IRS Tax Code of 1986 to treat farm equipment as 5-year property for depreciation S. 2020: Tax Relief Act of 2005; P.L. 109-222 S. 420: Permanent Death Tax Repeal H.R. 141: Amend IRS Code of 1986 for Permanent Extension of PTC Credit for Wind H.R. 1417: Amend IRS Code for Permanent Exemption for Active Fianancing Income H.R. 1511: Amend IRS Code of 1986 to provide a 5-year PTC extension H.R. 1956: Business Activity Tax Simplication ACt H.R. 2471: Economic Development Act of 2005 H.R. 2498: Biodiesel Tax Extension H.R. 3376: Tax Technical Corrections Act of 2005 H.R. 364: bonus Depreciation Extension Act H.R. 3768: Katrina Emergency Tax Relief Act; P.L. 109-73 H.R. 809: Extend Tax Relief for Dividends and Capital Gains H.R. 4236: Amend IRS Code of 1986 to treat farm equipment as 5-year property for depreciation H.R. 4297: Tax Relief Act of 2005; Subpart F; P.L. 109-222 H.R. 8: Permanent Death Tax Repeal H.R. 4297: Tax Relief Act of 2005; R&D Tax Credit; P.L. 109-222 H.R. 1956: Business Activity Tax Simplification ACt H.R. 4511: The Flex HSA Act H.R. 4440: The Gulf Opportuity Zone Act of 2005
Client expense: $500,000 · Firm income: Not reported
Government targets: Energy, Dept of, HOUSE OF REPRESENTATIVES, SENATE, U.S. Trade Representative (USTR), White House Office
2005 · year_end · Taxation/Internal Revenue Code
H.R. 8, Estate Tax Repeal S. 1359, combines tax exclusion for qualified and non-qualified annuities into one bill H.R. 3912 (Flexible Retirement Security for Life Act) – long-term care insurance when issued in combination with a non-qualifed annuity contract is treated as a separate contract for federal income tax purposes Tax Reform (no specific bill) See Next Page
Client expense: $400,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE