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A bill to modify the definition of fiduciary under the Employee Retirement Income Security Act of 1974 to exclude appraisers of employee stock ownership plans.
Legislative Progress
Momentum (last 30 days)
0
score
0 actions · 0 new cosponsors · 0 votes
Speed vs cohort
0pct
0d open
vs 3,002 other S bills in the 113th — cohort avg 39d
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 (3)
2014 · fourth_quarter · Accounting
Monitored proposed legislation related to changes to Section 404(b) of the Sarbanes-Oxley Act of 2002 (SOX). Oppose proposed reforms to DOL definition of "fiduciary;" support S. 273/H.R. 2041.
Client expense: Not reported · Firm income: $30,000
Bills with similar content found using semantic analysis.
Sources: Congress.gov
Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office
2014 · fourth_quarter · Retirement
Public Employee Pension Transparency Act, HR 1682/S 799; Appraisals of ESOPs, DOL Fiduciary Rule, S. 273/HR 2041; USA Retirement Funds Act, S. 1979
Client expense: $1,130,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Financial Crimes Enforcement Network (FinCEN), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
Draft bill by Cong. Nunes/Burr regarding Public Employee Pension Transparency; Definition of fiduciary, S. 273. Appraisals of ESOPs, DOL Fiduciary Rule, S. 273/HR 2041.
Client expense: $520,000 · Firm income: Not reported
Government targets: Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC)
2014 · third_quarter · Accounting
Monitored proposed legislation related to changes to Section 404(b) of the Sarbanes-Oxley Act of 2002 (SOX). Oppose proposed reforms to DOL definition of "fiduciary;" support S. 273/H.R. 2041.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, White House Office
2014 · third_quarter · Retirement
Public Employee Pension Transparency Act, HR 1682/S 799; Appraisals of ESOPs, DOL Fiduciary Rule, S. 273/HR 2041; USA Retirement Funds Act, S. 1979
Client expense: Not reported · Firm income: $1,130,000
Government targets: Agriculture, Dept of (USDA), Financial Crimes Enforcement Network (FinCEN), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
Draft bill by Cong. Nunes/Burr regarding Public Employee Pension Transparency; Definition of fiduciary, S. 273. Appraisals of ESOPs, DOL Fiduciary Rule, S. 273/HR 2041.
Client expense: $630,000 · Firm income: Not reported
Government targets: Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC)
2014 · second_quarter · Retirement
Public Employee Pension Transparency Act, HR 1682/S 799; Appraisals of ESOPs, DOL Fiduciary Rule, S. 273/HR 2041; USA Retirement Funds Act, S. 1979
Client expense: $1,020,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Financial Crimes Enforcement Network (FinCEN), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
2014 · second_quarter · Accounting
Oppose proposed reforms to DOL definition of "fiduciary;" support S. 273/H.R. 2041.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, White House Office
Draft bill by Cong. Nunes/Burr regarding Public Employee Pension Transparency; Definition of fiduciary, S. 273. Appraisals of ESOPs, DOL Fiduciary Rule, S. 273/HR 2041.
Client expense: $410,000 · Firm income: Not reported
Government targets: Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC)
2014 · first_quarter · Accounting
Monitored proposed legislation related to changes to Section 404(b) of the Sarbanes-Oxley Act of 2002 (SOX). Oppose proposed reforms to DOL definition of "fiduciary;" support S. 273/H.R. 2041.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, White House Office
2014 · first_quarter · Retirement
Public Employee Pension Transparency Act, HR 1682/S 799; Appraisals of ESOPs, DOL Fiduciary Rule S. 273/HR 2041; USA Retirement Funds Act, S 1979
Client expense: $1,040,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Financial Crimes Enforcement Network (FinCEN), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
Draft bill by Cong. Nunes/Burr regarding Public Employee Pension Transparency; Definition of fiduciary, S. 273. Appraisals of ESOPs, DOL Fiduciary Rule, S. 273/HR 2041.
Client expense: $440,000 · Firm income: Not reported
Government targets: Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC)
2013 · fourth_quarter · Accounting
Monitored proposed legislation related to changes to Section 404(b) of the Sarbanes-Oxley Act of 2002. Oppose proposed reforms to DOL definition of "fiduciary;" support S. 273/H.R. 2041.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, White House Office
Draft bill by Cong. Nunes/Burr regarding Public Employee Pension Transparency; Definition of fiduciary, S. 273. Appraisals of ESOPs, DOL Fiduciary Rule, S. 273/HR 2041.
Client expense: $430,000 · Firm income: Not reported
Government targets: Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC)
2013 · fourth_quarter · Retirement
Public Employee Pension Transparency Act, HR 1682/S 799; Appraisals of ESOP, DOL Fiduciary Rule S. 273/HR 2041
Client expense: $980,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Financial Crimes Enforcement Network (FinCEN), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
2013 · third_quarter · Accounting
Monitored proposed legislation related to changes to Section 404(b) of the Sarbanes-Oxley Act of 2002. Oppose proposed reforms to DOL definition of "fiduciary;" support S. 273/H.R. 2041.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, White House Office
2013 · third_quarter · Retirement
Public Employee Pension Transparency Act, HR 1682/S 799; Appraisals of ESOP, DOL Fiduciary Rule S. 273/HR 2041
Client expense: $1,070,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Financial Crimes Enforcement Network (FinCEN), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
Draft bill by Cong. Nunes/Burr regarding Public Employee Pension Transparency; Definition of fiduciary, S. 273. Appraisals of ESOPs, DOL Fiduciary Rule, S. 273/HR 2041.
Client expense: $320,000 · Firm income: Not reported
Government targets: Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC)
Draft bill by Cong. Nunes/Burr regarding Public Employee Pension Transparency; Definition of fiduciary, S. 273. Appraisals of ESOPs, DOL Fiduciary Rule, S. 273/HR 2041.
Client expense: $260,000 · Firm income: Not reported
Government targets: Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC)
2013 · second_quarter · Retirement
Public Employee Pension Transparency Act, HR 1682/S 799; Appraisals of ESOP, DOL Fiduciary Rule S. 273/HR 2041
Client expense: $1,070,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Financial Crimes Enforcement Network (FinCEN), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of
2013 · first_quarter · Retirement
Draft bill by Cong. Nunes/Burr regarding Public Employee Pension Transparency; definition of fiduciary, S. 273
Client expense: $1,140,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Financial Crimes Enforcement Network (FinCEN), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
Draft bill by Cong. Nunes/Burr regarding Public Employee Pension Transparency; Definition of fiduciary, S. 273
Client expense: $380,000 · Firm income: Not reported
Government targets: Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC)
| Republican |
| KY |
| Patrick J. Toomey | Republican | PA |
| Rand Paul | Republican | KY |
| Roy Blunt | Republican | MO |
| Susan M. Collins | Republican | ME |