Loading…
Women's Retirement Security Act of 2006
Legislative Progress
Introduced
September 27, 2006
Latest Action
September 27, 2006
Primary Sponsor
Gordon SmithRepublican(OR)
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.
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.
Filing registrants (7)
2006 · year_end · Taxation/Internal Revenue Code
Bills with similar content found using semantic analysis.
Sources: Congress.gov
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 · 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
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
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 · 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
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
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
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
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
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
S. 3951, the Women’s Retirement Security Act of 2006, Title IV—Provisions to Improve Financial Literacy, Sec. 401. Grants to Community-Based Taxpayer Clinics to Provide Retirement Savings Advice
Client expense: $240,000 · Firm income: Not reported
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)
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
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
2006 · year_end · Taxation/Internal Revenue Code
H.R. 2830 - Support making permanent retirement security provisions in Economic Growth and Tax Relief Reconciliation Act of 2001. Support provision to allow long-term care riders on annuity contracts. S. 1783 - Support corporate owned life insurance reforms. S. 2020 - Oppose investor owned life insurance provisions. S. 1293, H.R. 3019 - Legislation to permit consolidation of life insurance companies with other companies, support legislation. H.R. 819, Retirement Security for Life Act of 2005, supporting entire legislation. S. 381, Retirement Security for Life Act of 2005, supporting entire legislation. S. 3951, Women's Retirement Security Act of 2006, support legislation.
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE, Treasury, Dept of
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE
Government targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE
Government targets: Centers For Medicare and Medicaid Services (CMS), Education, Dept of, Federal Reserve System, Federal Trade Commission (FTC), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Office of the Comptroller of the Currency (OCC), SENATE, Small Business Administration (SBA), Treasury, Dept of, White House Office
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
Government targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Labor, Dept of (DOL), SENATE, Treasury, Dept of