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National Employee Savings and Trust Equity Guarantee Act of 2005
Legislative Progress
Momentum (last 30 days)
0
score
0 actions · 0 new cosponsors · 0 votes
Speed vs cohort
0pct
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 (33)
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Sources: Congress.gov
2007 · mid_year · Taxation/Internal Revenue Code
S. 1953, National Employee Savings and Trust Equity Guarantee Act of 2005 Issues relating to pensions deferred compensation issues
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2006 · year_end · Retirement
HR 2930, Pension Protection Act of 2005, all sections; S 1793, Pension Security & Transparency Act of 2005, all sections; S 1953, National Employee Savings & Trust Equity Guarantee Act of 2005, all sections
Client expense: Not reported · Firm income: $1,560,000
Government targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
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 · year_end · Taxation/Internal Revenue Code
S.1953, S.219, National Employee Savings and Trust Equity Guarantee Act of 2005, entire bill; S.988, Jobs Protection and Estate Tax Reform Act of 2005, entire bill. HR 4297, Tax Relief Extension Reconciliation Act of 2005, entire bill; S.2720, Research Competitiveness Act of 2006, R&D tax credits; HR 6111, Tax Relief and HealthCare Act of 2006, tax credits.
Client expense: Not reported · Firm income: $160,000
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
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2006 · year_end · Taxation/Internal Revenue Code
H.R.2830, Pension Protection Act of 2005, for issues relating to pensions. H.R.2831, Pension Preservation and Portability Act of 2005. H.R.5647 / S.3708, FY07 Labor, HHS, Education Appropriations, for provisions relating to health technology funding. H.R.4297, Tax Relief Extension Reconciliation Act of 2005. S.3523/H.R. 6111, Tax Relief and Health Care Act of 2006. S.2720, Research Competitiveness Act of 2006, for provisions related to research and development tax credits. S.1953, National Employee Savings and Trust Equity Guarantee Act of 2005. S.2020, Tax Relief Act of 2005. S.219, National Employee Savings and Trust Equity Guarantee Act of 2005. S.988, Jobs Protection and Estate Tax Reform Act of 2005.
Client expense: $2,380,000 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), Defense, Dept of (DOD), Energy, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), Export-Import Bank of the United States (EXIM Bank), Federal Aviation Administration (FAA), Federal Railroad Administration, Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Labor, Dept of (DOL), Natl Aeronautics & Space Administration (NASA), Natl Highway Traffic Safety Administration (NHTSA), Office of Management & Budget (OMB), Office of the Vice President of the United States, SENATE, State, Dept of (DOS), Transportation Security Administration (TSA), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Coast Guard (USCG), U.S. International Trade Commission (ITC), 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
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
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 · Taxation/Internal Revenue Code
H.R. 2830/S. 1953, Pension Protection Act; H.R. 1359, Retirement Savings and Security Act; savings proposals in the President's FY 2007 Budget; H.R. 1162/S. 546, Retirement Savings Account Act; S. 1112/H.R. 2386, College 529 InvEST Act; H.R. 2831, Pension Preservation and Portability Act; S. 1783, Pension Security and Transparency Act; proposals related to default investment; H.R. 4, Pension Protection Act; 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. H.R. 1960/1961, The Pension Preservation and Savings Expansion Act; S. 6, CARE Act; S. 1698, Retirement Security Advice Act; S. 219/S. 1953, National Employee Savings and Trust Equity Guarantee Act; H.R. 1607/S. 1366, Public Good IRA Rollover Act;
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE, Treasury, Dept of
2006 · year_end · Taxation/Internal Revenue Code
Transparency Act; pension proposals in the President's FY 2007 Budget; H.R. 4, Pension Protection Act of 2006. H.R. 1960/1961, Pension Preservation and Savings Expansion Act; proposals related to pension interest rate reform; H.R. 2830, Pension Protection Act; S. 219/S. 1953, National Employee Savings and Trust Equity Guarantee Act; S. 1783, Pension Security and
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2006 · year_end · Retirement
Transparency Act; H.R. 4, Pension Protection Act of 2006; proposals making technical corrections to the Pension Protection Act. Application of funding rules to Delta defined benefit plans. S. 861/H.R. 2106, Employee Pension Preservation Act; H.R. 2830, Pension Protection Act; S. 219/S. 1953, National Employee Savings and Trust Equity Guarantee Act; S. 1783, Pension Security and
Client expense: Not reported · Firm income: $80,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2006 · year_end · Taxation/Internal Revenue Code
H.R. 1306/S 722 relating to the excise tax on beer; S. 219/S. 1953, National Employee Savings and Trust Eqity Guarantee Act; H.R. 2830, Pension Security and Transparency Act; H.R. 4, Pension Protection Act of 2006.
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2006 · year_end · Taxation/Internal Revenue Code
S. 1783, Pension Security and Transparency Act; H.R. 4, Pension Protection Act, S. 3951, Women's Retirement Security Act; S. 2431, Savings Competitiveness Act; S. 3952/H.R. 6210, Automatic IRA Act; H.R. 6264/S. 4026, Tax Technical Corrections Act. Social Security reform proposals, proposals related to hybrid plans; proposals related to pension funding; proposals making technical corrections to the Pension Protection Act. H.R. 1960/1961, Pension Preservation and Savings Expansion Act; S. 219/S. 1953, National Employee Savings and Trust Equity Guarantee Act; H.R. 2830, Pension Protection Act of 2005; H.R. 2831, Pension Preservation and Portability Act;
Client expense: Not reported · Firm income: $100,000
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 · Taxation/Internal Revenue Code
Issues related to proposed taxes affecting insurance, proposed legislation on tax exempt municipal bonds, the Pro Rata disallowance Rule H. Con. Res. 95 Budget Resolution S. 7 Jobs and Growth Tax Relief Act of 2005 H.R. 2830 Pension Protection Act of 2005 S. 1783 Pension Security and Transparency Act of 2005 S. 1953 National Employee Savings and Trust Equity Guarantee Act of 2005
Client expense: $260,000 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), Environmental Protection Agency (EPA), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Office of Personnel Management (OPM), SENATE, Social Security Administration (SSA), Treasury, Dept of
2006 · year_end · Retirement
S. 1783 Pension Security and Transparency Act of 2005 S. 1953 National Employee Savings and Trust Equity Guarantee Act of 2005 H.R. 2830 Pension Protection Act of 2005 Issues related to pension reform H.R. 2682 Long-Term Care and Retirement Security Act of 2005 S. 1244 Long-Term Care and Retirement Security Act of 2005 S. 219 National Employees Savings and Trust Guarantee Act of 2005
Client expense: $260,000 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), Environmental Protection Agency (EPA), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Office of Personnel Management (OPM), SENATE, Social Security Administration (SSA), Treasury, Dept of
2006 · year_end · Retirement
Pension System Overhaul, H.R. 2830, S. 1953
Client expense: $893,400 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2006 · year_end · Taxation/Internal Revenue Code
S.1953, National Employee Savings and Trust Equity Guarantee Act of 2005 / H.R. 2830, Pension Security and Transparency Act of 2005; H.R. 4, Pension Protection Act of 2006; R&D tax credit, repatriation.
Client expense: Not reported · Firm income: $120,000
Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, SENATE
2006 · year_end · Taxation/Internal Revenue Code
S. 1953, National Employee Savings and Trust Equity Guarantee Act of 2005 / H.R. 2830, Pension Security and Transparency Act of 2005; H.R. 4, Pension Protection Act; all matters related to the non-profit status of hospitals.
Client expense: Not reported · Firm income: $105,000
Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, SENATE
2006 · year_end · Retirement
S.1953, National Employee Savings and Trust Equity Guarantee Act of 2005 Issues relating to pensions
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2006 · year_end · Taxation/Internal Revenue Code
Not-for-profit status of hospitals; S. 1953, National Employee Savings and Trust Equity Guarantee / H.R. 2830, Pension Security and Transparency Act of 2005; H.R. 4, Pension Protection Act of 2006; all issues related to Type III supporting organizations.
Client expense: Not reported · Firm income: $120,000
Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2006 · year_end · Taxation/Internal Revenue Code
H.R. 6, Energy Policy Act of 2005 - provisions related to tax H.R. 2830, Pension Protection Act of 2005 S. 1953, Pension Protection Act of 2005 H.R. 1531, Energy Tax Policy Act of 2005
Client expense: Not reported · Firm income: $100,000
Government targets: HOUSE OF REPRESENTATIVES, 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
S. 1953, National Employee Savings and Trust Equity Guarantee Act of 2005 Issues relating to pensions
Client expense: Not reported · Firm income: $100,000
Government targets: Agriculture, Dept of (USDA), HOUSE OF REPRESENTATIVES, SENATE
2006 · year_end · Retirement
Protection Act; S. 219/S. 1953, National Employee Savings and Trust Equity Guarantee Act; S. 1304, Pension Benefits Protection Act; S. 1783, Pension Security and Transparency Act; H.R. 4274, Preservation of Defined Benefit Plans Act; H.R. 4, Pension Protection Act of 2006; proposals making technical corrections to The Pension Protection Act of 2006. Proposals related to cash balance and other hybrid pension plans; pension proposals included in the President's FY 2007 Budget; H.R. 2831, Pension Preservation and Portability Act; H.R. 2233/S. 991, Pension Fairness and Full Disclosure Act; H.R. 2830, Pension
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2006 · year_end · Retirement
H.R. 4, Pension Protection Act; S. 3951, Women's Retirement Security Act; proposals relating to non-spousal rollovers; proposals relating to retirement plan hardship distributions; proposals relating to legislation on women's retirement needs; proposals making technical corrections to the Pension Protection Act of 2006. S. 219/S. 1953, National Employee Savings and Trust Equity Guarantee Act; H.R. 2830, Pension Protection Act; S. 1783, Pension Security and Transparency Act; H.R. 1960/S. 1961, Pension Preservation & Savings Expansion Act and possible revisions thereto;
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2006 · year_end · Labor Issues/Antitrust/Workplace
S. 1953 National Employee Savings and Trust Equity Guarantee Act of 2005 Issues related to worker benefits, proposed amendments to ERISA H.R. 2830 Pension Protection Act of 2005 S. 219 National Employees Savings and Trust Guarantee Act of 2005 S. 1783 Pension Security and Transparency Act of 2005
Client expense: Not reported · Firm income: $60,000
Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, Treasury, Dept of
2006 · year_end · Retirement
H.R. 2830 Pension Protection Act of 2005 S. 219 National Employees Savings and Trust Guarantee Act of 2005 S. 1783 Pension Security and Transparency Act of 2005 S. 1953 National Employee Savings and Trust Equity Guarantee Act of 2005
Client expense: Not reported · Firm income: $60,000
Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, Treasury, Dept of
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
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 · Retirement
Guarantee Act; proposals related to mortality tables; proposals related to pension funding issues; S. 1783, Pension Security and Transparency Act; H.R.4, Pension Protection Act of 2006; Proposals making technical corrections to the Pension Protection Act. H.R. 1960/H.R. 1961, Pension Preservation and Savings Expansion Act; proposals related to pension funding issues including H.R. 2830, The Pension Protection Act and The President's FY 2007 Budget; S. 219/S.1953 National Employee Savings and Trust Equity
Client expense: Not reported · Firm income: $80,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2006 · year_end · Taxation/Internal Revenue Code
Guarantee Act; proposals related to mortality tables; proposals related to pension funding issues; S. 1783, Pension Security and Transparency Act; H.R.4, Pension Protection Act of 2006; Proposals making technical corrections to the Pension Protection Act. H.R. 1960/H.R. 1961, Pension Preservation and Savings Expansion Act; proposals related to pension funding issues including H.R. 2830, The Pension Protection Act and The President's FY 2007 Budget; S. 219/S.1953 National Employee Savings and Trust Equity
Client expense: Not reported · Firm income: $80,000
Government targets: HOUSE OF REPRESENTATIVES, 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
HR 2830 Pension Protection Act of 2005; S1783 Pension Security and Transparency Act of 2005; HR 1960 Pension Preservation and Savings Expansion Act of 2005; S1953 National Employee Savings and Trust Equity Guarantee Act of 2005. All matters relating to the malt beverage industry, family entertainment and the regulation of endangered species in general and legislation such as: S219 National Employee Savings and Trust Equity Guarantee Act of 2005;
Client expense: $1,560,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Executive Office of the President (EOP), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Interior, Dept of (DOI), SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)
2006 · year_end · Retirement
(1) H.R. 2830, H.R 4, S. 1783, S. 1953: Pension Protection Act of 2006 (2) S. 219: National Employee Savings and Trust Equity Guarantee
Client expense: $1,020,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2006 · year_end · Taxation/Internal Revenue Code
S. 1953/H.R. 2830, National Employee Savings and Trust Equity Guarantee Act of 2005; H.R.4 Pension Protection Act of 2006
Client expense: Not reported · Firm income: $120,000
Government targets: SENATE
2006 · year_end · Taxation/Internal Revenue Code
Non-profit status issues; H.R. 4 Pension Protection Act of 2006; S. 1953 / H.R. 2830, National Employee Savings and Trust Equity Guarantee Act of 2005.
Client expense: Not reported · Firm income: $90,000
Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, State, Dept of (DOS), U.S. Agency for International Development (USAID)