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Keep Our Pension Promises Act
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vs 3,805 other S bills in the 115th — cohort avg 41d
Keep Our Pension Promises Act This bill repeals the elimination of the pension anti-cutback provisions under the Multiemployer Pension Reform Act of 2014. The anti-cutback provisions prohibit reductions in pension benefits to participants in multiemployer pension plans. The bill amends the Employee Retirement Income Security Act of 1974 (ERISA), with respect to partitions of eligible multiemployer plans, to modify the procedures and allow plan sponsors to petition the Pension Benefit Guaranty Corporation (PBGC) for a partition of additional financially-troubled pension plans. The PBGC must establish a legacy fund to cover the administrative and benefit costs resulting from a partition. The Department of the Treasury must transfer amounts to the fund that are equal to the increase in revenues as a result of specified provisions of this bill that amend the Internal Revenue Code. The provisions amend the Internal Revenue Code to: (1) impose a limit of $1 million on the exemption of the gain from the exchange of real property in a like kind exchange, (2) prohibit the use of like kind exchanges for collectibles, and (3) limit contributions and require increased minimum distributions for individuals with certain retirement plans with balances that exceed $5 million (adjusted for inflation after 2017). The bill amends the federal bankruptcy code to assign first claim priority to pension obligations under ERISA.
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Filing registrants (7)
2018 · fourth_quarter · Retirement
Read twice and referred to the Committee on Finance.
Introduced in Senate
Bills with similar content found using semantic analysis.
Sources: Congress.gov
Legislative Protecting American Families Retirement Advice Act - H.R. 355 Pension and Budget Integrity Act of 2017 - S. 270/H.R. 761 Retirement Security for American Workers Act - H.R. 854 Retirement Security Preservation Act of 2017 - S.852/H.R. 1962 Lifetime Income Disclosure Act - S. 868/H.R. 2055 Shrinking Emergency Account Losses Act of 2017 (SEAL Act) - S. 940 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act - H.R. 2030 Keep Our Pension Promises Act - S. 1076 Affordable Retirement Advice Protection Act - S. 1321 Retirement Savings Lost and Found Act of 2018 - S. 2474/H.R. 6540 Retirement Enhancement and Savings Act (RESA) of 2018 - S. 2526/H.R. 5282 The Strengthening Financial Security Through Short-Term Savings Act - S. 3218 The Small Business Employees Retirement Enhancement Act - S.3219 The Refund to Rainy Day Savings Act - S. 3220 The Retirement Flexibility Act - S. 3221 Womens Pension Protection Act of 2018 - S. 3436/H.R. 7026 Protecting Taxpayers Act - S. 3278 Encouraging Americans to Save Act - S. 3636 Affordable Retirement Advice for Savers Act - H.R. 2823 Rightsizing Pension Premiums Act - H.R. 3596 The Protecting Adviser for Small Savers (PASS) Act of 2017 - H.R. 3857 Retirement Plan Modernization Act - H.R. 4158 Workflex in the 21st Century Act - H.R. 4219 Automatic Retirement Plan Act - H.R. 4523 Retirement Plan Simplification and Enhancement Act - H.R. 4524 Increasing Access to a Secure Retirement Act of 2017 - H.R. 4604 Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act - H.R 4610/ S. 3795 Small Business Add Value for Employees (SAVE) Act - H.R. 4637 Everyday Philanthropist Act - H.R. 6616 Tax Reform 2.0: The Family Savings Act - H.R. 6757: The Protecting Family and Small Business Tax Cuts Act - H.R. 6760; The American Innovations Act - H.R. 6756 The Portable Retirement and Investment Account Act of 2018 - H.R. 6990 Retirement Parity for Student Loans Act of 2018 - S. 3771 Retirement Security & Savings Act - S. 3781 Retirement, Savings, and Other Tax Relief Act of 2018 Tax Incentives for 401 (k) contributions Financial literacy The Bipartisan Budget Act of 2018 Consolidated Appropriations Act of 2018 Fiscal Year 2019 budget proposal - provisions affecting employer-sponsored benefits Regulatory and Other Executive Order on Strengthening Retirement Security in America ERISA Preemption Federal disaster tax, filing and reporting relief for employers and individuals Electronic communication and disclosure of benefits information Mortality tables Non-discrimination issues affecting defined benefit plans Defined benefit pension plan funding rules PBGC premiums PBGC Early Warning Program Hybrid plan rules, including Pension Equity Plans Fiduciary Definition Executive & nonqualified deferred compensation Multiple Employer Plans - MEPs Multiemployer pension plan issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Hardship Withdrawals Lump sum payments Paid leave proposals and issues Student loan repayment benefit Missing Participants Independent Workers Emergency savings Pleading standards
Client expense: $286,066 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
2018 · third_quarter · Retirement
Legislative Protecting American Families Retirement Advice Act - H.R. 355 Pension and Budget Integrity Act of 2017 - S. 270/H.R. 761 Retirement Security for American Workers Act - H.R. 854 Retirement Security Preservation Act of 2017 - S.852/H.R. 1962 Lifetime Income Disclosure Act - S. 868/H.R. 2055 Shrinking Emergency Account Losses Act of 2017 (SEAL Act) - S. 940 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act - H.R. 2030 Keep Our Pension Promises Act - S. 1076 Affordable Retirement Advice Protection Act - S. 1321 Retirement Savings Lost and Found Act of 2018 - S. 2474/H.R. 6540 Retirement Enhancement and Savings Act (RESA) of 2018 - S. 2526/H.R. 5282 The Strengthening Financial Security Through Short-Term Savings Act - S. 3218 The Small Business Employees Retirement Enhancement Act - S.3219 The Refund to Rainy Day Savings Act - S. 3220 The Retirement Flexibility Act - S. 3221 Womens Pension Protection Act of 2018 - S. 3436/H.R. 7026 Protecting Taxpayers Act - S. 3278 Affordable Retirement Advice for Savers Act - H.R. 2823 Rightsizing Pension Premiums Act - H.R. 3596 The Protecting Adviser for Small Savers (PASS) Act of 2017 - H.R. 3857 Retirement Plan Modernization Act - H.R. 4158 Workflex in the 21st Century Act - H.R. 4219 Automatic Retirement Plan Act - H.R. 4523 Retirement Plan Simplification and Enhancement Act - H.R. 4524 Increasing Access to a Secure Retirement Act of 2017 - H.R. 4604 Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act - H.R 4610 Small Business Add Value for Employees (SAVE) Act - H.R. 4637 Everyday Philanthropist Act - H.R. 6616 Tax Reform 2.0: The Family Savings Act - H.R. 6757: The Protecting Family and Small Business Tax Cuts Act - H.R. 6760; The American Innovations Act - H.R. 6756 The Portable Retirement and Investment Account Act of 2018 - H.R. 6990 Tax Incentives for 401 (k) contributions Financial literacy The Bipartisan Budget Act of 2018 Consolidated Appropriations Act of 2018 Fiscal Year 2019 budget proposal - provisions affecting employer-sponsored benefits Regulatory and Other Executive Order on Strengthening Retirement Security in America ERISA Preemption Federal disaster tax, filing and reporting relief for employers and individuals Electronic communication and disclosure of benefits information Mortality tables Non-discrimination issues affecting defined benefit plans Defined benefit pension plan funding rules PBGC premiums PBGC Early Warning Program Hybrid plan rules, including Pension Equity Plans Fiduciary Definition Executive & nonqualified deferred compensation Multiple Employer Plans - MEPs Multiemployer pension plan issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Paid leave proposals and issues Student loan repayment benefit Missing Participants Independent Workers Emergency savings Pleading standards
Client expense: $311,131 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
2018 · second_quarter · Retirement
H.R. 761 / S. 270, Pension and Budget Integrity Act of 2017; S. 1076 / H.R. 2412, Keep Our Pension Promises Act; S. 852, Retirement Security Preservation Act of 2017; H.R. 3596, Rightsizing Pension Premiums Act of 2017; S. 2526, Retirement Enhancement and Savings Act
Client expense: $700,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE
2018 · second_quarter · Retirement
Legislative The Tax Cuts and Jobs Act - H.R. 1 Protecting American Families Retirement Advice Act - H.R. 355 Pension and Budget Integrity Act of 2017 - S. 270/H.R. 761 Retirement Security for American Workers Act - H.R. 854 Retirement Security Preservation Act of 2017 - S.852/H.R. 1962 Lifetime Income Disclosure Act - S. 868/H.R. 2055 Shrinking Emergency Account Losses Act of 2017 (SEAL Act) - S. 940 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act - H.R. 2030 Keep Our Pension Promises Act - S. 1076 Affordable Retirement Advice Protection Act - S. 1321 Retirement Savings Lost and Found Act of 2018 - S. 2474 Retirement Enhancement and Savings Act (RESA) of 2018 - S. 2526 Affordable Retirement Advice for Savers Act - H.R. 2823 Rightsizing Pension Premiums Act - H.R. 3596 The Protecting Adviser for Small Savers (PASS) Act of 2017 - H.R. 3857 Retirement Plan Modernization Act - H.R. 4158 Automatic Retirement Plan Act - H.R. 4523 Increasing Access to a Secure Retirement Act of 2017 - H.R. 4604 Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act - H.R 4610 Retirement Plan Simplification and Enhancement Act - H.R. 4524 Small Business Add Value for Employees (SAVE) Act - H.R. 4637 Tax Incentives for 401 (k) contributions The Bipartisan Budget Act of 2018 Consolidated Appropriations Act of 2018 Fiscal Year 2019 budget proposal - provisions affecting employer-sponsored benefits Regulatory and Other ERISA Preemption Federal disaster tax, filing and reporting relief for employers and individuals Electronic communication and disclosure of benefits information Mortality tables Non-discrimination issues affecting defined benefit plans PBGC premiums PBGC Early Warning Program Hybrid plan rules, including Pension Equity Plans Fiduciary Definition Executive & nonqualified deferred compensation Multiple Employer Plans - MEPs Multiemployer pension plan issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Paid leave proposals and issues Student loan repayment benefit Missing Participants Independent Workers Emergency savings Pleading standards
Client expense: $351,328 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Management & Budget (OMB), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
2018 · first_quarter · Retirement
Proposals to amend ERISA with respect to multi-employer pension plans Withdrawal liability. Multi-employer pension plans & legacy/ orphan issues; proposed retiree benefit cuts; proposed premium increases S. 1076/ H.R. 2412, Keep Our Pension Promises Act S. 2147, the Butch Lewis Act of 2017 H.R. 4444, The Rehabilitation for Multiemployer Pension Act
Client expense: $301,000 · Firm income: Not reported
Government targets: Executive Office of the President (EOP), Federal Aviation Administration (FAA), Federal Motor Carrier Safety Administration, HOUSE OF REPRESENTATIVES, President of the U.S., SENATE, Securities & Exchange Commission (SEC), Transportation, Dept of (DOT), U.S. Trade Representative (USTR), White House Office
2018 · first_quarter · Taxation/Internal Revenue Code
S.2147 Butch Lewis Act of 2017 - amends the Internal Revenue Code of 1986 to create a Pension Rehabilitation Trust Fund, to establish a Pension Rehabilitation Administration within the Department of the Treasury to make loans to multiemployer defined benefit plans, and for other purposes. HR 2536 - Renew America's Schools Act of 2017 This bill requires the Department of Energy to provide competitive grants for making energy improvements in schools. H.R. 4444-the Rehabilitation of Multiemployer Pensions Act, a bill that amends the Internal Revenue Code of 1986 to create a Pension Rehabilitation Trust Fund, to establish a Pension Rehabilitation Administration within the Department of the Treasury to make loans to multiemployer defined benefit plans. H.R. 2412 - Keep Our Pension Promises Act. A bill to repeal the elimination of the anti-cutback provisions of the Multiemployer Pension Reform Act of 2014that prevents reductions in participants benefits, and to allow plans to petition toe PBGC for partition under certain circumstances. S. 1076 - Keep Our Pension Promises Act. A bill to repeal the elimination of the anti-cutback provisions of the Multiemployer Pension Reform Act of 2014that prevents reductions in participants benefits, and to allow plans to petition toe PBGC for partition under certain circumstances.
Client expense: $140,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2018 · first_quarter · Retirement
H.R. 761 / S. 270, Pension and Budget Integrity Act of 2017; S. 1076 / H.R. 2412, Keep Our Pension Promises Act; S. 852, Retirement Security Preservation Act of 2017; H.R. 3596, Rightsizing Pension Premiums Act of 2017; S. 2526, Retirement Enhancement and Savings Act
Client expense: $1,360,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE
2018 · first_quarter · Retirement
Legislative The Tax Cuts and Jobs Act - H.R. 1 Protecting American Families Retirement Advice Act - H.R. 355 Pension and Budget Integrity Act of 2017 - S. 270/H.R. 761 Retirement Security for American Workers Act - H.R. 854 Retirement Security Preservation Act of 2017 - S.852/H.R. 1962 Lifetime Income Disclosure Act - S. 868/H.R. 2055 Shrinking Emergency Account Losses Act of 2017 (SEAL Act) - S. 940 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act - H.R. 2030 Keep Our Pension Promises Act - S. 1076 Affordable Retirement Advice Protection Act - S. 1321 Retirement Savings Lost and Found Act of 2018 - S. 2474 Affordable Retirement Advice for Savers Act - H.R. 2823 Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act - H.R 2656 Rightsizing Pension Premiums Act - H.R. 3596 The Protecting Adviser for Small Savers (PASS) Act of 2017 - H.R. 3857 Retirement Plan Modernization Act - H.R. 4158 Automatic Retirement Plan Act - H.R. 4523 Retirement Plan Simplification and Enhancement Act - H.R. 4524 Small Business Add Value for Employees (SAVE) Act - H.R. 4637 Retirement Enhancement and Savings Act of 2016 (RESA) Tax Incentives for 401 (k) contributions The Bipartisan Budget Act of 2018 Consolidated Appropriations Act of 2018 Fiscal Year 2019 budget proposal - provisions affecting employer-sponsored benefits Regulatory and Other ERISA Preemption Federal disaster tax, filing and reporting relief for employers and individuals Electronic communication and disclosure of benefits information Mortality table updates Non-discrimination issues affecting defined benefit plans PBGC premiums PBGC Early Warning Program Hybrid plan rules, including Pension Equity Plans Fiduciary Definition Rule - delay of applicability date Disability Benefits - final rule for certain claims procedures for disability plans Executive & nonqualified deferred compensation Multiple Employer Plans - MEPs Multiemployer pension plan issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Paid leave proposals and issues Student loan repayment benefit Missing Participants Independent Workers
2017 · fourth_quarter · Retirement
Proposals to amend ERISA with respect to multi-employer pension plans Withdrawal liability. Multi-employer pension plans & legacy/ orphan issues; proposed retiree benefit cuts; proposed premium increases S. 1076/ H.R. 2412, Keep Our Pension Promises Act Multi-employer pension plans: composite plan proposals S. 2147, the Butch Lewis Act of 2017 H.R. 4444, The Rehabilitation for Multiemployer Pension Act
Client expense: $320,000 · Firm income: Not reported
Government targets: Executive Office of the President (EOP), Federal Aviation Administration (FAA), Federal Motor Carrier Safety Administration, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), President of the U.S., SENATE, Securities & Exchange Commission (SEC), Transportation, Dept of (DOT), U.S. Trade Representative (USTR), White House Office
2017 · fourth_quarter · Retirement
Legislative Protecting American Families Retirement Advice Act - H.R. 355 Pension and Budget Integrity Act of 2017 - S. 270/H.R. 761 Retirement Security for American Workers Act - H.R. 854 Retirement Security Preservation Act of 2017 - S.852/H.R. 1962 Lifetime Income Disclosure Act - S. 868/H.R. 2055 Shrinking Emergency Account Losses Act of 2017 (SEAL Act) - S. 940 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act - H.R. 2030 Keep Our Pension Promises Act - S. 1076 Affordable Retirement Advice Protection Act - S. 1321 Affordable Retirement Advice for Savers Act - H.R. 2823 Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act - H.R 2656 Rightsizing Pension Premiums Act - H.R. 3596 Disaster Tax Relief and Airport and Airway Extension Act of 2017 - H.R. 3823 The Protecting Adviser for Small Savers (PASS) Act of 2017 - H.R. 3857 Retirement Plan Modernization Act - H.R. 4158 Automatic Retirement Plan Act - H.R. 4523 Retirement Plan Simplification and Enhancement Act - H.R. 4524 Small Business Add Value for Employees (SAVE) Act - H.R. 4637 Retirement Enhancement and Savings Act of 2016 (RESA) The Tax Cuts and Jobs Act - H.R. 1 Tax Incentives for 401 (k) contributions Fiscal Year 2018 Budget Resolution: provisions impacting employer-sponsored benefits Regulatory and Other Federal disaster tax, filing and reporting relief for employers and individuals Electronic communication and disclosure of benefits information Mortality table updates Non-discrimination issues affecting defined benefit plans PBGC premiums PBGC Early Warning Program Hybrid plan rules, including Pension Equity Plans Fiduciary Definition Rule - delay of applicability date Presidential Executive Order: Reducing Regulation and Controlling Regulatory Cost Presidential Executive Order: Core Principles for Regulating the United States Financial System Joint Resolutions disapproving of the U.S. Department of Labors (DOL) regulations validating state-based retirement plans - H.J. RES. 66 & H. J. RES. 67 Disability Benefits - proposed regulation to delay or amend claims procedure final regulations for disability plans Financial soundness Executive & nonqualified deferred compensation Multiemployer pension plan issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Paid leave proposals and issues Student loan repayment benefit Missing Participants
2017 · fourth_quarter · Retirement
H.R. 761 / S. 270, Pension and Budget Integrity Act of 2017; S. 1076 / H.R. 2412, Keep Our Pension Promises Act; IRS rules on mortality tables; S. 852, Retirement Security Preservation Act of 2017; H.R. 3596, Rightsizing Pension Premiums Act of 2017
Client expense: $830,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE
2017 · fourth_quarter · Retirement
Oppose Composite Pension Plan (No Bill Number) Support Keep Our Pension Promises Act H.R. 2412 & S. 1076 Oppose PASS Act of 2017 H.R. 3857 Support "Butch Lewis Act of 2017" Multi-employer Pension Bill H.R. 4444 & S. 2147
Client expense: $440,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, U.S. Trade Representative (USTR)
2017 · fourth_quarter · Retirement
Oppose Composite Pension Plan (No Bill Number) Support Keep Our Pension Promises Act H.R. 2412 & S. 1076 Oppose PASS Act of 2017 H.R. 3857 Support "Butch Lewis Act of 2017" Multi-employer Pension Bill H.R. 4444 & S. 2147
Client expense: $440,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, U.S. Trade Representative (USTR)
2017 · third_quarter · Retirement
Held discussions with Senator Bernie Sanders' staff on S. 1076 the "Keep Our Pension Promises Act" which seeks to provide a solution to multi-employer pensions that are critical and declining. Also met with Senator Tammy Baldwin's staff and Senator Al Franken's staff on the same issue. AFM is concerned that the content of the bill does little to assist our fund which does not meet the entire test.
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), SENATE
2017 · third_quarter · Retirement
H.R. 761 / S. 270, Pension and Budget Integrity Act of 2017; S. 1076 / H.R. 2412, Keep Our Pension Promises Act; IRS rules on mortality tables
Client expense: $860,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE
2017 · third_quarter · Retirement
Proposals to amend ERISA with respect to multi-employer pension plans Withdrawal liability. Multi-employer pension plans & legacy/ orphan issues; proposed retiree benefit cuts; proposed premium increases S. 1076/ H.R. 2412, Keep Our Pension Promises Act Multi-employer pension plans: composite plan proposals multi-employer pension plans; critical and declining plans
Client expense: $380,000 · Firm income: Not reported
Government targets: Executive Office of the President (EOP), Federal Aviation Administration (FAA), Federal Motor Carrier Safety Administration, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), President of the U.S., SENATE, Securities & Exchange Commission (SEC), Transportation, Dept of (DOT), U.S. Trade Representative (USTR), White House Office
2017 · third_quarter · Retirement
Legislative Protecting American Families Retirement Advice Act - H.R. 355 Pension and Budget Integrity Act of 2017 - S. 270/H.R. 761 Retirement Security for American Workers Act - H.R. 854 Retirement Security Preservation Act of 2017 - S.852/H.R. 1962 Lifetime Income Disclosure Act - S. 868/H.R. 2055 Shrinking Emergency Account Losses Act of 2017 (SEAL Act) - S. 940 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act - H.R. 2030 Keep Our Pension Promises Act - S. 1076 Affordable Retirement Advice Protection Act - S. 1321 Affordable Retirement Advice for Savers Act - H.R. 2823 Rightsizing Pension Premiums Act - H.R. 3596 Disaster Tax Relief and Airport and Airway Extension Act of 2017 - H.R. 3823 Retirement Enhancement and Savings Act of 2016 (RESA) Tax reform - tax incentives for employer sponsored retirement plans & other proposals Tax Incentives for 401 (k) contributions Fiscal Year 2018 Budget Resolution: provisions impacting employer-sponsored benefits Regulatory and Other Federal disaster tax, filing and reporting relief for employers and individuals Electronic communication and disclosure of benefits information Mortality table updates Non-discrimination issues affecting defined benefit plans PBGC premiums PBGC Early Warning Program Hybrid plan rules, including Pension Equity Plans Fiduciary Definition Rule - delay of applicability date Presidential Executive Order: Reducing Regulation and Controlling Regulatory Cost Presidential Executive Order: Core Principles for Regulating the United States Financial System Joint Resolutions disapproving of the U.S. Department of Labors (DOL) regulations validating state-based retirement plans - H.J. RES. 66 & H. J. RES. 67 Disability Benefits - proposed regulation to delay or amend claims procedure final regulations for disability plans Financial soundness Executive & nonqualified deferred compensation Multiemployer pension plan issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Paid leave proposals and issues Student loan repayment benefit Missing Participants
2017 · third_quarter · Retirement
Oppose Composite Pension Plan (No Bill Number) Support Keep Our Pension Promises Act H.R. 2412 & S. 1076 Oppose PASS Act of 2017 H.R. 3857
Client expense: $560,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2017 · second_quarter · Retirement
Legislative Protecting American Families Retirement Advice Act - H.R. 355 Pension and Budget Integrity Act of 2017 - S. 270/H.R. 761 Retirement Security for American Workers Act - H.R. 854 Retirement Security Preservation Act of 2017 - S.852/H.R. 1962 Lifetime Income Disclosure Act - S. 868/H.R. 2055 Shrinking Emergency Account Losses Act of 2017 (SEAL Act) - S. 940 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act - H.R. 2030 Keep Our Pension Promises Act - S. 1076 Affordable Retirement Advice Protection Act - S. 1321 Affordable Retirement Advice for Savers Act - H.R. 2823 Regulatory and Other Electronic communication and disclosure of benefits information Mortality table updates Non-discrimination issues affecting defined benefit plans PBGC premiums PBGC Early Warning Program Hybrid plan rules, including Pension Equity Plans Fiduciary Definition Rule Presidential Executive Order: Reducing Regulation and Controlling Regulatory Cost Presidential Executive Order: Core Principles for Regulating the United States Financial System Joint Resolutions disapproving of the U.S. Department of Labors (DOL) regulations validating state-based retirement plans - H.J. RES. 66 & H. J. RES. 67 New Claims Procedures - Disability Benefits (DOL, EBSA) Executive & nonqualified deferred compensation Multiemployer pension plan issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Paid leave proposals and issues Student loan repayment benefit Missing Participants Tax reform - employer sponsored retirement tax incentives and other proposals Fiscal Year FY 2018 federal budget outline: provisions impacting employer-sponsored benefits
Client expense: $306,797 · Firm income: Not reported
2017 · second_quarter · Retirement
H.R. 761 / S. 270, Pension and Budget Integrity Act of 2017; S. 1076 / H.R. 2412, Keep Our Pension Promises Act
Client expense: $970,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2017 · second_quarter · Retirement
Proposals to amend ERISA with respect to multi-employer pension plans Implementation of Multi-employer Pension Reform Act (MPRA). Withdrawal liability. Multi-employer pension plans & legacy/ orphan issues; proposed retiree benefit cuts; proposed premium increases S. 1076/ H.R. 2412, Keep Our Pension Promises Act Multi-employer pension plans; composite plan proposals Funding status of multi employer pension plans; critical and declining plans
Client expense: $390,000 · Firm income: Not reported
Government targets: Executive Office of the President (EOP), Federal Aviation Administration (FAA), Federal Motor Carrier Safety Administration, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Labor, Dept of (DOL), President of the U.S., SENATE, Securities & Exchange Commission (SEC), Transportation, Dept of (DOT), U.S. Trade Representative (USTR), White House Office
Discussed conceptual draft of bill regarding electronic disclosures regarding retirement plans. Discussed retirement issues relevant to tax reform. S. 218/H.R. 624, Social Security Fraud Prevention Act of 2017 - Discussed bill. H.Res.66, H.Res.67, S.Res.33, S.Res.34 - Lobbied to prevent revocation of the Department of Labor's guidance to state and municipal-facilitated retirement savings programs under the Congressional Review Act. Discussed support for the DOL Fiduciary rule. H.R. 2028 (Public Law 114-254) - Further Continuing and Security Assistance Appropriations Act, 2017 - Lobbied in opposition to hostile policy riders concerning DOL fiduciary duty rules. Met with the SSA and OMB regarding SSA FY 2017 and FY 2018 funding levels and reviewed comments and testimony regarding Representative Payee Program. Discussed conceptual draft of bill regarding electronic disclosures regarding retirement plans. H.R. 624, Social Security Fraud Prevention Act of 2017 - Endorsed bill. Supported bill that requires the Social Security Administration to remove Social Security Numbers from mailings when their use is unnecessary (H.R. 624, the Social Security Number Fraud Prevention Act and H.R.1513 - Social Security Must Avert Identity Loss (MAIL) Act of 2017). Met with House and Senate staff and White House staff to discuss possible retirement changes as part of tax legislation. Met with House and Senate staff to discuss Social Security. Met with House and Senate staff and the PBGC to discuss possible legislation regarding multiemployer pensions. Testified before the ERISA Advisory Council on ideas to simplify pension and health plan reporting requirements. S.1076, Keep Our Pension Promises Act - Endorsed bill. S.959, Protection of Social Security Benefits Restoration Act - Endorsed bill. Discussed bipartisan bill enabling graduate student to start IRAS and Retirement Clearinghouse Registry for frozen retirement accounts. AARP supported the latter bill last Congress. Discussed support for proposals to expand Roth coverage in tax preferred accounts.
2017 · second_quarter · Retirement
Oppose Composite Pension Plan (No Bill Number) Support Keep Our Pension Promises Act H.R. 2412/ S. 1076
Client expense: $460,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office
2017 · second_quarter · Retirement
Legislative Protecting American Families Retirement Advice Act - H.R. 355 Pension and Budget Integrity Act of 2017 - S. 270/H.R. 761 Retirement Security for American Workers Act - H.R. 854 Retirement Security Preservation Act of 2017 - S.852/H.R. 1962 Lifetime Income Disclosure Act - S. 868/H.R. 2055 Shrinking Emergency Account Losses Act of 2017 (SEAL Act) - S. 940 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act - H.R. 2030 Keep Our Pension Promises Act - S. 1076 Affordable Retirement Advice Protection Act - S. 1321 Affordable Retirement Advice for Savers Act - H.R. 2823 Regulatory and Other Electronic communication and disclosure of benefits information Mortality table updates Non-discrimination issues affecting defined benefit plans PBGC premiums PBGC Early Warning Program Hybrid plan rules, including Pension Equity Plans Fiduciary Definition Rule Presidential Executive Order: Reducing Regulation and Controlling Regulatory Cost Presidential Executive Order: Core Principles for Regulating the United States Financial System Joint Resolutions disapproving of the U.S. Department of Labors (DOL) regulations validating state-based retirement plans - H.J. RES. 66 & H. J. RES. 67 New Claims Procedures - Disability Benefits (DOL, EBSA) Executive & nonqualified deferred compensation Multiemployer pension plan issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Paid leave proposals and issues Student loan repayment benefit Missing Participants Tax reform - employer sponsored retirement tax incentives and other proposals Fiscal Year FY 2018 federal budget outline: provisions impacting employer-sponsored benefits
Client expense: $276,797 · Firm income: Not reported
| Democratic |
| MI |
| Gary C. Peters | Democratic | MI |
| Jack Reed | Democratic | RI |
| Sheldon Whitehouse | Democratic | RI |
| Sherrod Brown | Democratic | OH |
| Tammy Baldwin | Democratic | WI |
Client expense: $262,146 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Client expense: $195,538 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Management & Budget (OMB), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Client expense: $190,459 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Management & Budget (OMB), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of, White House Office
Client expense: $2,600,000 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Office of Management & Budget (OMB), Pension Benefit Guaranty Corporation (PBGC), SENATE, Social Security Administration (SSA), Transportation, Dept of (DOT), Veterans Affairs, Dept of (VA), White House Office
Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of, White House Office