401(k) Enhancement Act: Encouraging Retirement Savings

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

H.R. 4 – Healthy America Act H.R. 440 – Bipartisan Retirement Security Act of 2005 H.R. 530 – Individual Social Security Investment Program Act of 2005 H.R. 750 – Social Security Guarantee Plus Act of 2005 H.R. 819 – Retirement Security for Life Act of 2005 H.R. 976 – Long Term Care Act of 2005 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. 1508 – 401(k) Automatic Enrollment Act of 2005; autoenrollment H.R. 1776 - Social Security Personal Savings Guarantee and Prosperity Act of 2005 H.R. 1960 – Pension Preservation and Savings Expansion Act of 2005 (Portman) H.R. 1961 -- Pension Preservation and Savings Expansion Act of 2005 (Cardin) H.R. 2682 – Long-Term Care and Retirement Security Act of 2005 H.R. 2830 – Pension Protection Act of 2005 H.R. 2951 – Lifetime Pension Annuity for You (PAY) Act of 2005 H.R. 3304 – Growing Real Ownership for Workers Act of 2005 H.R. 3511 – Medicaid State Long Term Care Partnership Program Act of 2005 H.R. 3768 – Katrina Emergency Tax Relief Act H.R. 3862 – Pension Flexibility for Displaced Workers Act H.R. 3912 – Retirement Security for Life Act H.R. 4220 – Long Term Care Tax Reduction Act of 2005 S. 219 - National Employee Savings and Trust Equity Guarantee Act of 2005 S. 381 -- Retirement Security for Life Act of 2005 S. 540 – Saving Social Security 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. 857 – Social Security Personal Savings Guarantee and Prosperity Act of 2005 S. 875 – Save More for Retirement Act of 2005 S. 1225 – Access to Affordable Health Insurance Act S. 1244 -- Long-Term Care and Retirement Security Act of 2005. S. 1302 – Social Security Personal Savings Guarantee and Prosperity Act of 2005. S. 1359 – Retirement Savings and Security Act of 2005 S. 1569 – A bill to amend title XIX of the Social Security Act to facilitate the establishment of additional long-term care insurance partnerships between States and insurers in order to promote the use of long-term care insurance. S. 1602 – Improving Long-Term Care Choices Act of 2005 S. 1706 – Long Term Care Act S. 1783 – The Pension Security and Transparency Act of 2005 S. 1819 – 401(k) Enhancement Act S. 1932 – Deficit Reduction Act S. 1951 – CLASS Act S. 1953 – National Employee Savings and Trust Equity Guarantee Act