Pension Security and Transparency Act of 2005
Legislative Progress
Momentum (last 30 days)
0
score
0 actions · 0 new cosponsors · 0 votes
Speed vs cohort
91pct
156d 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.
Yes
97
No
2
Present
0
Not Voting
1
Party Breakdown
These links require the bill number to appear in the filing's source-reported specific issue text. Client expenses and lobbying-firm income are separate disclosure fields.
Bills with similar content found using semantic analysis.
Sources: Congress.gov · House Clerk roll-call votes
| #328 | senate | On Passage of the Bill | Bill Passed (97-2) | November 16, 2005 |
2007 · mid_year · Environment/Superfund
Superfund Abandoned mine issues, including, but not limited to, cleanup and reclamation S 1848, the Cleanup of Inactive and Abandoned Mines Act S 2626, the Surface Mining Control and Reclamation Act Amendments of 2006 HR 1600, the Abandoned Mine Lands Reclamation Reform Act of 2005 HR 2830, the Pension Security and Transparency Act of 2005, abandoned mine lands provisions S 1783, the Pension Security and Transparency Act of 2005, abandoned mine lands provisions S 2780, the Good Samaritan Clean Watershed Act
Client expense: $120,000 · Firm income: Not reported
Government targets: Council on Environmental Quality (CEQ), Energy, Dept of, Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Interior, Dept of (DOI), SENATE, UNDETERMINED
2007 · mid_year · Retirement
H.R. 2830 - The Pension Protection Act of 2005 S. 1783 - The Pension Security and Transparency Act of 2005 HR 695 - To amend the Internal Revenue Code of 1986 to repeal the authority of the Secretary of the Treasury S. 349 - Small Business and Work Opportunity Act The Pension Protection Act of 2006- Reform of Funding Rules for Single-Employer Defined Benefit Pension Plans and Amendments to Employee Retirement Income Security Act of 1974 Nonqualified Deferred Compensation- Restrictions on the annual limit for nonqualified deferred compensation S. 558- Mental Health Parity Act of 2007- Bill to provide parity between coverage of mental health benefits and benefits for medical and surgical services H.R. 1424- The Paul Wellstone Mental Health and Addiction Equity Act of 2007- Bill to provide parity between coverage of mental health benefits for medical and surgical services
Client expense: $11,780,000 · Firm income: Not reported
2007 · mid_year · Taxation/Internal Revenue Code
All provisions related to tax incentive credits and corporate compliance HR.6111, Tax Relief and Health Care Act of 2006 S.1783, Pension Security and Transparency Act of 2005 HR.2830, To amend the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986 to reform the pension funding rules, and for other purposes. S.2020, Tax relief Act of 2005
Client expense: Not reported · Firm income: $220,000
2007 · mid_year · Taxation/Internal Revenue Code
H.R. 2830 Pension Protection Act S. 1783 Pension Security and Transparency Act Tax Increase Prevention and Reconciliation Act H.R. 2419 Energy and Water Development Appropriations Act
Client expense: Not reported · Firm income: $105,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2007 · mid_year · Taxation/Internal Revenue Code
H.R. 2830 Pension Protection Act S. 1783 Pension Security and Transparency Act H.R. 1817 Department of Homeland Security Authorization Act Tax Increase Prevention and Reconciliation Act
Client expense: Not reported · Firm income: $125,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Federal Aviation Administration (FAA), Federal Communications Commission (FCC), Federal Highway Administration (FHA), Federal Trade Commission (FTC), Federal Transit Administration (FTA), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Interior, Dept of (DOI), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Aeronautics & Space Administration (NASA), Natl Labor Relations Board (NLRB), Natl Oceanic & Atmospheric Administration (NOAA), Natl Security Council (NSC), Occupational Safety & Health Administration (OSHA), Office of Management & Budget (OMB), Office of the Vice President of the United States, Patent & Trademark Office (PTO), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Coast Guard (USCG), U.S. Customs & Border Protection, U.S. Trade Representative (USTR), White House Office
Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Environmental Protection Agency (EPA), Executive Office of the President (EOP), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
2007 · mid_year · Taxation/Internal Revenue Code
H.R. 2830 Pension Protection Act, S 1783 Pension Security and Transparency Act, H.R. 147 & S 619 Social Security Fairness Act, H.R. 961 Social Security Fairness Act, H.R. 448 Amend the Internal Revenue Code of 1986
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2006 · year_end · Retirement
HR 1508, HR 525, HR 2831, HR 2830, HR 4019, S 219, S 1783
Client expense: $1,800,000 · Firm income: Not reported
2006 · mid_year · Retirement
"H.R. 2830, Pension Protection Act of 2005" Title: To amend the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986 to reform the pension funding rules, and for other purposes. "S.1783, Pension Security and Transparency Act of 2005"
Client expense: $2,200,000 · Firm income: Not reported
2006 · year_end · Retirement
HR 2830/S 1783 Pension Security and Transparency Act/H.R. 2830, the Pension Security and Transparency Act. HR 4 Conference Report HR 4 Pension Protection Act
Client expense: $382,166 · Firm income: Not reported
2006 · year_end · Aviation/Airlines/Airports
HR 5441 FY01 DHS APPROPS HR 2646 ELIMINATE RESTRICTIONSTO/FROM LOVE FIELD TX : HR 4 PENSION PROTECTION ACT 2005 HR 2839 PENSION PROTECTION ACT 2005; HR 2932 AMEND THE INTERNATIONAL AIR TRANSPORTATION ACT S 1783 PENSION PROTECTION ACT 2005; HR FY 07 HUD
Client expense: Not reported · Firm income: $120,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Transportation Security Administration (TSA), UNDETERMINED
2006 · year_end · Taxation/Internal Revenue Code
HR 2830/S 1783, The Pension Security and Transparency Act, All titles. HR 3883/S 1791, Timber Tax Act of 2005, All titles. HR 4, Pension Protection Act of 2006, All titles. HR 4297/S 2020, Tax Relief Extension Reconciliation Act of 2005, All titles. HR 4330/S 2009, Agriculture Hurrican Recovery Act, All titles. HR 5638, Permanent Estate Tax Relief Act of 2006, All titles. HR 5970, The Estate Tax and Extension of Tax Relief Act of 2006, All titles. HR 6111, The Tax Relief and Health Care Act of 2006, All titles. HR 8/S 420, Death Tax Repeal Permanency Act of 2005, All titles. * IRS proposed regulation 140492-02, Definition of Solid Waste Disposal Facilities, All titles. * PL 109-58, Energy Policy Act of 2005, Section 48B. * IRS Notice 2006-88, Guidance on Issues Related to the Section 45 Tax Credit for Electricity Produced from Open-Loop Biomass
Client expense: $2,400,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Energy, Dept of, Environmental Protection Agency (EPA), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Interior, Dept of (DOI), Internal Revenue Service (IRS), SENATE, State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR), UNDETERMINED
2006 · mid_year · Taxation/Internal Revenue Code
HR 8/S 420, Death Tax Repeal Permanency Act of 2005, All titles. HR 2830/S 1783, The Pension Security and Transparency Act, All titles. HR 3883/S 1791, Timber Tax Act of 2005, All titles. HR 4297/S 2020, Tax Relief Extension Reconciliation Act of 2005, All titles. HR 4330/S 2009, Agriculture Hurricane Recovery Act, All titles. HR 5638, Permanent Estate Tax Relief Act of 2006, All titles. * PL 109-58, Energy Policy Act of 2005, Section 48B. * IRS proposed regulation 140492-02, Definition of Solid Waste Disposal Facilities, All titles.
Client expense: $2,360,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Energy, Dept of, Environmental Protection Agency (EPA), Executive Office of the President (EOP), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Interior, Dept of (DOI), Internal Revenue Service (IRS), Office of Management & Budget (OMB), SENATE, State, Dept of (DOS), Treasury, Dept of, U.S. Postal Service (USPS), U.S. Trade Representative (USTR), UNDETERMINED
2006 · year_end · Taxation/Internal Revenue Code
HR 2830/S 1783, The Pension Security and Transparency Act, All titles. HR 3883/S 1791, Timber Tax Act of 2005, All titles. HR 4, Pension Protection Act of 2006, All titles. HR 4297/S 2020, Tax Relief Extension Reconciliation Act of 2005, All titles. HR 4330/S 2009, Agriculture Hurrican Recovery Act, All titles. HR 5638, Permanent Estate Tax Relief Act of 2006, All titles. HR 5970, The Estate Tax and Extension of Tax Relief Act of 2006, All titles. HR 6111, The Tax Relief and Health Care Act of 2006, All titles. HR 8/S 420, Death Tax Repeal Permanency Act of 2005, All titles. * IRS proposed regulation 140492-02, Definition of Solid Waste Disposal Facilities, All titles. * PL 109-58, Energy Policy Act of 2005, Section 48B. * IRS Notice 2006-88, Guidance on Issues Related to the Section 45 Tax Credit for Electricity Produced from Open-Loop Biomass
Client expense: $2,400,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Environmental Protection Agency (EPA), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Interior, Dept of (DOI), SENATE, State, Dept of (DOS), U.S. Trade Representative (USTR)
2006 · mid_year · Taxation/Internal Revenue Code
HR 8/S 420, Death Tax Repeal Permanency Act of 2005, All titles. HR 2830/S 1783, The Pension Security and Transparency Act, All titles. HR 3883/S 1791, Timber Tax Act of 2005, All titles. HR 4297/S 2020, Tax Relief Extension Reconciliation Act of 2005, All titles. HR 4330/S 2009, Agriculture Hurricane Recovery Act, All titles. HR 5638, Permanent Estate Tax Relief Act of 2006, All titles. * PL 109-58, Energy Policy Act of 2005, Section 48B. * IRS proposed regulation 140492-02, Definition of Solid Waste Disposal Facilities, All titles.
Client expense: $2,360,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Energy, Dept of, Environmental Protection Agency (EPA), Executive Office of the President (EOP), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Interior, Dept of (DOI), Internal Revenue Service (IRS), Office of Management & Budget (OMB), SENATE, State, Dept of (DOS), Treasury, Dept of, U.S. Postal Service (USPS), U.S. Trade Representative (USTR)
2006 · year_end · Health Issues
S. 1783 H.R. 2830
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2006 · year_end · Retirement
HR 2830 Pension Security and Transparency Act of 2005 H 4 Pension Protection Act of 2006 S 1783 Pension Security Act of 2006
Client expense: $2,500,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE
2006 · year_end · Insurance
S 467 Terrorist Reinsurance Extension Act of 2005 HR 3912 Flexible Retirement Security for Life Act HR 2830 Pension Security and Transparency Act of 2005 HR 4 Pension Protection Act of 2006 S 1783 Pension Security and Transparency Act of 2005
Client expense: $2,500,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE
2006 · year_end · Financial Institutions/Investments/Securities
The Pension Protection Act of 2006 (P.L. 109-280, H.R. 4, H.R. 2830, S. 1783), issues related to investment advice and cross-trading; data security, privacy, spyware and e-commerce issues, including H.R. 29, S. 687, S. 1608, H.R. 4127, H.R. 3997, H.R. 5318, S. 3421, H.R. 6163, S. 3568, S. 1789, S. 1408, all issues, including particularly functional regulation and affiliate information sharing.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2006 · year_end · Health Issues
S. 1783 H.R. 2830
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2006 · year_end · Insurance
S. 2509 - National Insurance Act of 2006 H.R. 2830 - Pension Protection Act S. 1783 - Pension Security and Transparency Act of 2005
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2006 · year_end · Financial Institutions/Investments/Securities
HR 2830 The Pension Protection Act S. 1783 Pension Security & Transparent Act
Client expense: $2,160,000 · Firm income: Not reported
Government targets: Army, Dept of (Other), Commerce, Dept of (DOC), Defense, Dept of (DOD), HOUSE OF REPRESENTATIVES, Navy, Dept of, SENATE, State, Dept of (DOS)
2006 · year_end · Taxation/Internal Revenue Code
HR 4/HR 2380/S1783- Federal Pension Protection Act
Client expense: $20,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office
2006 · year_end · Taxation/Internal Revenue Code
Pension Reform Bill (S 1783 S 1953 HR2830) Tax Reconciliation (HR 4297) Alternative Energy Extender Act (S2401)
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2006 · mid_year · Insurance
H.R. 2251, COLI Best Practices Act (corporate owned life insurance) H.R. 819, S. 381 (Retirement Security for Life Act) S. 467, Terrorism Risk Insurance Act H.R. 2830, S. 1783 Pension Protection Act S. 2509, the National Insurance Act of 2006 See Next Page
Client expense: $280,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2006 · year_end · Transportation
H.R. 3058, Transportation, Treasury, Housing and Urban Development, the Judiciary, District of Columbia, & Independent Agencies Appropriations Act, 2006, All Provisions Relating to Signalmen H.R. 4372, Rail Worker Emergency Training Act of 2005, All Provisions Relating to Signalmen H.R. 4954, Security and Accountability For Every Port Act, All Provisions Relating to Signalmen H.R.5441, Department of Homeland Security Appropriations Act, 2007, All Provisions Relating to Signalmen H.R. 5483, Railroad Retirement Disability Earnings Act, All Provisions Relating to Signalmen H.R. 5576, 2007 Transportation, Treasury, Housing and Urban Development, the Judiciary, District of Columbia, & Independent Agencies Appropriations Act, 2007, All Provisions Relating to Signalmen H.R. 5631, Department of Defense Appropriations Act of 2007, All Provisions Relating to Signalmen H.R.5647, Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2007, All Provisions Relating to Signalmen S.9, Pension Protection and Expansion Act of 2003 All Provisions Relating to Signalmen S.219, National Employee Savings and Trust Equity Guarantee Act of 2005, All Provisions Relating to Signalmen S.852, FAIR Act of 2005, All Provisions Relating to Signalmen S.1052, Transportation Security Improvement Act of 2005, All Provisions Relating to Signalmen S.1516, Passenger Rail Investment and Improvement Act of 2005, All Provisions Relating to Signalmen S.1783, Pension Security and Transparency Act of 2005, All Provisions Relating to Signalmen S.1932, Deficit Reduction Omnibus Reconciliation Act of 2005, All Provisions Relating to Signalmen S.3708, Departments of Labor, Health and Human Services, and Education, and Related Agencies AppropriationsAct, 2007, All Provisions Relating to Signalmen H.R. 2378, Railroad Safety Reform Act of 2003, All Provisions Relating to Signalmen H.R. 2830, Pension Protection Act of 2005, All Provisions Relating to Signalmen H.R. 2738, Railroad Retirement Fairness Act, All Provisions Relating to Signalmen
Client expense: $60,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Railroad Retirement Board, SENATE
2006 · year_end · Taxation/Internal Revenue Code
S. 1783 - Pension Security and Transparency Act of 2005 HR. 4 - Pension Protection Act of 2006 HR. 2830 - Pension Protection Act of 2005 HR. 2831 Pension Preservation and Portability Act of 2005 S. 861 - Employee Pension Preservation Act of 2005 S. 962/HR. 2794 - Clean Energy Bonds Act of 2005
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2006 · year_end · Taxation/Internal Revenue Code
HR 5743 HSA Improvement and Expansion Act of 2006 S. 3583 HSA Improvement and Expansion Act of 2006 HR 2830 Pension Protection Act of 2005 S. 1783 Pension Security and Transparency Act of 2005 S. 2549 Health Savings Account Affordability Act HR 5262 Tax Free Health Savings Act of 2006
Client expense: $240,000 · Firm income: Not reported
Government targets: Defense, Dept of (DOD), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, Treasury, Dept of, White House Office
2006 · year_end · Retirement
S 1783/HR 2830/HR 4, The Pension Security and Transparency Act of 2005, all provisions relating to the pension funding rules
Client expense: $340,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2006 · year_end · Taxation/Internal Revenue Code
HR 2830 Pension Protection Act of 2005 S. 1783 Pension Security and Transparency Act of 2005
Client expense: Not reported · Firm income: $100,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2006 · year_end · Labor Issues/Antitrust/Workplace
Department of Energy Contractor Employee Equitable Treatment Act of 2006 (S. 2794; H.R. 5362) Employee Free Choice Act (S.842; H.R. 1696) FAIR Act of 2005 [Asbestos] (S. 852) Pension Protection Act of 2005 (H.R. 2830) (S.1783) Pension Benefits Protection Act of 2005 (S. 1304)
Client expense: $120,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2006 · year_end · Retirement
HR 2830 / S. 1783 Pension Security and Transparency Act of 2005
Client expense: Not reported · Firm income: $80,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2006 · year_end · Taxation/Internal Revenue Code
H.R. 5074: To amend the Railroad Retirement Act of 1974 to provide for continued payment of railroad retirement annuities by the Department of the Treasury, and for other purposes. H.R. 5483: To increase the disability earning limitation under the Railroad Retirement Act and to index the amount of allowable earnings consistent with increases in the substantial gainful activity dollar amount under the Social Security Act. S. 3742: To amend the Internal Revenue Code of 1986 to provide incentives to encourage investment in the expansion of freight rail infrastructure capacity and to enhance modal tax equity. S. 3726: To amend the Railroad Retirement Act of 1974 to provide for continued payment of railroad retirement annuities by the Department of the Treasury, and for other purposes. H.R. 2830: To amend the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986 to reform the pension funding rules, and for other purposes. S. 1783: A bill to amend the Employee Retirement Income Security Act of 1974and the Internal Revenue Code of 1986 to reform the pension funding rules, and for other purposes. S. 2020/ H.R. 4297: An original bill to provide for reconciliation pursuant to section 202(b) of the concurrent resolution on the budget for fiscal year 2006.
Client expense: $3,121,066 · Firm income: Not reported
Government targets: Energy, Dept of, Federal Energy Regulatory Commission (FERC), Federal Railroad Administration, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Natl Transportation Safety Board (NTSB), SENATE, Surface Transportation Board (STB), Transportation, Dept of (DOT)
2006 · year_end · Aviation/Airlines/Airports
S 1783, Pension Security and Transparency Act of 2005 S 662, Postal Accountability and Enhancement Act (Bill to Reform Postal Laws of the U.S.). Postal Reform. S 2135: To direct the Secretary of Transportation to report to Congress concerning proposed changes to longstanding policies that prohibit foreign interests form exercising actual control over the economic, competitive, safety, and security decisions of the United States airlines, and for other purposes - all provisions relating to foreign investment in US airlines (open skies agreement). HR 4542: To direct the Secretary of Transportation to report to Congress concerning proposed changes to longstanding policies that prohibit foreign interests from exercising actual control over the economic, competitive, safety, and security decisions of the United States airlines, and for other purposes - all provisions relating to foreign investment in US airlines(open skies agreement). HR 4939: Emergency Supplemental Appropriations Act for Defense, the Global War on Terror, and Hurricane Recovery, 2006 - all sections. HR 4297, To provide for reconciliation pursuant to Section 201(b) if concurrent resolution on the budget for fiscal year 2006. HR 22 & HR 6407 to Reform the Postal Laws of the United States HR 2830, Pension Protection Act of 2005. HR 4297, To provide for reconciliation pursuant to Section 201(b)of the concurrent resolution on the budget for fiscal year 2006. HJ Res 102, continuing resolution '07
Client expense: Not reported · Firm income: $120,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2006 · year_end · Retirement
H.R. 2830, S. 1783, H.R. 4, The Pension Protection Act of 2006
Client expense: Not reported · Firm income: $100,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2006 · mid_year · Retirement
H.R. 2830, S. 1783, H.R. 4, The Pension Protection Act of 2006
Client expense: Not reported · Firm income: $100,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2006 · year_end · Retirement
H.R. 2830, S. 1783, H.R. 4, The Pension Protection Act of 2005
Client expense: Not reported · Firm income: $260,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2006 · year_end · Health Issues
S. 1783 H.R. 2830
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2006 · year_end · Retirement
Pension Protection Act (H.R. 2830) The Pension Security and Transparency Act (S.1783) Pension Security and Transparency Act (S. 1783) Pension Potection Act (H.R. 4)
Client expense: $129,512 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES
2006 · year_end · Retirement
Bills: HR 4840, Retirement Securities Act; HR 743, Social Security Protection Act; HR 819, Retirement Security for Life Act; HR 2830, Pension Protection Act; H. Con. Res. 95 (social security); S. Con. Res. 18 (social security); S. 1783, Pension Security and Transparency Act. Congressional Issues: Permanence of 529 plans; Retirement Savings Initiatives; ERISA Modernization. Executive Branch Actions: Exemption from bonding requirements of Section 412 of ERISA; Agency cross-trading restrictions under ERISA; Affiliated transactions under ERISA; Interpretations of Section 404(c) of ERISA; Administration’s FY 2005 budget – LSA, Retirement Savings Account, ERSA; Retirement plan expenses; Regulations under EGTRRA – IRA, pension, and education savings accounts and 529 plans; Application of IRS regulations 2001-14, -72 and -73 to stock options; Education savings: IRS regulations 2001-73 and 2001-81; Initiatives in response to the collapse of Enron and the impact of bankruptcy on 401(k) plans invested in company stock; IRS Plan Determination Letter – Request for information on reforms to the process for obtaining a determination letter for employer-sponsored retirement plans; Regulation of qualified tuition plans, disclosure issues and other sales practice guidance; SEC task force on 529 plans; Proposed rules for late-trading and market timing; Treasury budget proposals clarifying designated beneficiary for 529 plans; DOL reporting for Form LM-10 (payments to union officials); Request for guidance on 409A deferred compensation rules; Revenue ruing request on asset-based fees for retirement plan accounts.
Client expense: Not reported · Firm income: $2,352,673
Government targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Federal Reserve System, Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Office of Management & Budget (OMB), Patent & Trademark Office (PTO), SENATE, Securities & Exchange Commission (SEC), State Justice Institute, State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office
2006 · year_end · Financial Institutions/Investments/Securities
Pension Protection Act of 2006 (HR 4, S 1783) Pension Protection Act of 2005 (HR 2830, S 1953)
Client expense: $1,160,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2006 · year_end · Retirement
HR 2830 - Pension Protection Act - all matters related to railroad and freight transportation (HR 109-232) HR 5483 - Railroad Retirement Disability Earnings Act, all matters related to railroad and freight transportation HR 5074 - Railroad Retirement Technical Improvement Act - all matters related to railroad and freight transportation (HR 109-569) S 1783 - Pension Security and Transparency Act - all matters related to railroad and freight transportation
Client expense: $904,500 · Firm income: Not reported
Government targets: Energy, Dept of, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Interior, Dept of (DOI), SENATE, Transportation, Dept of (DOT)
ERISA modification and pension protection/company stock legislation; Tax proposals affecting the taxation of non-qualified annuities; Retirement Savings Security Act and permanent extension Regulatory proposals involving expansion and portability of defined contribution plan benefits and individual retirement accounts; H.R.4/H.R. 2830 / S. 1783 - Pension Protection Act of 2006 - retirement investment advice,
Client expense: $710,000 · Firm income: Not reported
Government targets: Council of Economic Advisers (CEA), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of
2006 · year_end · Labor Issues/Antitrust/Workplace
Pension Security: H.R. 2830, H.R. 4, S. 1783, legislation to provide pension security for multi-employer pension plans. Interpretation of Fair Labor Standards Act.
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
2006 · year_end · Retirement
S.1783/H.R.2830, PENSION REFORM, SPECIFICALLY CASH BALANCE CONVERSION H.R.4, PENSION PROTECTION ACT OF 2006
Client expense: Not reported · Firm income: $1,200,000
Government targets: Energy, Dept of, Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, SENATE, White House Office
2006 · year_end · Retirement
HR 4 Pension Protection Act of 2006 - To provide economic security for all Americans, and for other purposes. HR 2830 Pension Security and Transparency Act of 2005 - To amend the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986 to reform the pension funding rules, and for other purposes. S 1783 Pension Security and Transparency Act of 2005 - A bill to amend the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986 to reform the pension funding rules, and for other purposes.
Client expense: $13,595,451 · Firm income: Not reported
Government targets: Federal Aviation Administration (FAA), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, Treasury, Dept of
2006 · year_end · Retirement
HR 1508, HR 525, HR 2831, HR 2830, HR 4019, S 219, S 1783
Client expense: $1,800,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
2006 · year_end · Retirement
Pension Preservation & Savings Expansion Act 2003 - H..R 1776/S. 2264/S. 2233/H.R. 3108 Employee Retirement Security Act of 1974 H.R. 525/S.406 Pension System Overhaul- Multi Employer Pension Fund Reform H.R. 2830 Pension Reform Bills H.R. 280/S.1783 Pension Bill H.R. 2830 /H.R. 4/S.1783
Client expense: $60,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2006 · year_end · Retirement
Pension Reform: H.R. 2830, S. 1783
Client expense: $1,800,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Education, Dept of, Environmental Protection Agency (EPA), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), SENATE, State, Dept of (DOS)
2006 · year_end · Taxation/Internal Revenue Code
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 HR.2951-Lifetime Pension Annuity for You 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 P.L. 109-58-The Energy Policy Act of 2005—Title XIII: Energy Policy Tax Incentives - Entire Bill PL. 108-357-American Jobs Creation Act of 2004—Energy Tax Provisions - Entire Bill HR. 3-Transportation Equity Act: A Legacy for Users—Section 5301: Exemption from certain excise taxes for mobile machinery, provisions relating to hours of service- Entire Bill S 962/HR 2794-Clean Energy Bonds Act of 2005- Entire Bill HR.1541- Enhanced Energy Infrastructure and Technology Tax Act of 2005 - Entire Bill S. 2401-Alternative Energy Extender Act- Entire Bill S.2829 – Clean Energy Development for a Growing Economy Act of 2006- Entire Bill S.1783 –Pension Security and Transparency Act of 2005- Entire Bill HR 4 – Pension Protection Act of 2006- 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
Proposals related to personal holding company tax, tax simplification, estate and gift taxes, and gratuitous transfers; H.R. 4, Pension Protection Act of 2006. S. 219/S. 1953, National Employee Savings and Trust Equity Guarantee Act; H.R. 1960/H.R. 1961, Pension Preservation and Portability Act; H.R. 2830, Pension Protection Act; S. 1783, Pension Security and Transparency Act;
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE