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Retirement Enhancement and Savings Act of 2018
Legislative Progress
Momentum (last 30 days)
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0 actions · 0 new cosponsors · 0 votes
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vs 3,805 other S bills in the 115th — cohort avg 41d
Retirement Enhancement and Savings Act of 2018 This bill amends the Internal Revenue Code and the Employee Retirement Income Security Act of 1974 (ERISA) to modify requirements for tax-favored retirement savings accounts, employer-provided retirement plans, and retirement benefits for federal judges. With respect to employer-provided plans, the bill modifies requirements regarding: multiple employer plans, automatic enrollment and nonelective contributions, loans, terminating or transferring plans, reporting and disclosure rules, nondiscrimination rules, selecting lifetime income providers, and Pension Benefit Guaranty Corporation premiums. The bill also increases the tax credit for small employer pension plan startup costs and allows a tax credit for small employers that establish retirement plans that include automatic enrollment. With respect to Individual Retirement Accounts (IRAs), the bill: treats taxable non-tuition fellowship and stipend payments as compensation, repeals the maximum age for traditional IRA contributions, and permits any IRA to be a shareholder of any S corporation that is a bank. The bill makes several modifications to retirement benefits for magistrate judges of the U.S. Tax Court and other federal judges. The bill also modifies various tax provisions to: reinstate and increase the tax exclusion for benefits provided to volunteer firefighters and emergency medical responders, revise the required distribution rules for pension plans, increase penalties for failing to file tax or retirement plan returns, and require the Internal Revenue Service to share returns and return information with U.S. Customs Border Protection to administer the heavy vehicle use tax.
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 (71)
Read twice and referred to the Committee on Finance.
Introduced in Senate
Bills with similar content found using semantic analysis.
Sources: Congress.gov
2022 · first_quarter · Retirement
Rules on plan fiduciaries responsibilities with respect to brokerage windows in 401(k)s and under ERISA. H.R.5282/S.2526, Retirement Enhancement and Savings Act of 2018. H.R. 1994 and Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act).
Client expense: $420,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2022 · first_quarter · Retirement
Rules on plan fiduciaries responsibilities with respect to brokerage windows in 401(k)s and under ERISA. H.R.5282/S.2526, Retirement Enhancement and Savings Act of 2018. H.R. 1994 and Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act).
Client expense: $470,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2021 · fourth_quarter · Retirement
Retirement Enhancement and Savings Act of 2018 - Pension, S.2526; SECURE Act, H.R. 1994; Further Consolidated Appropriations Act, 2020, H.R. 1865; Airline Pilot Pension Fairness Act, H.R. 5819.
Client expense: $420,000 · Firm income: Not reported
Government targets: Federal Aviation Administration (FAA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), SENATE, Transportation Security Administration (TSA), Transportation, Dept of (DOT)
2021 · fourth_quarter · Retirement
Rules on plan fiduciaries responsibilities with respect to brokerage windows in 401(k)s and under ERISA. H.R.5282/S.2526, Retirement Enhancement and Savings Act of 2018. H.R. 1994 and Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act).
Client expense: $350,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2021 · third_quarter · Retirement
Rules on plan fiduciaries responsibilities with respect to brokerage windows in 401(k)s and under ERISA. H.R.5282/S.2526, Retirement Enhancement and Savings Act of 2018. H.R. 1994 and Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act).
Client expense: $340,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
| S 674 |
115th |
| Related bill |
| S 1383 | 115th | Related bill |
| S 1379 | 115th | Related bill |
| S 1238 | 115th | Related bill |
| HR 854 | 115th | Related bill |
| HR 5282 | 115th | Identical bill |
| HR 4604 | 115th | Related bill |
| HR 3902 | 115th | Related bill |
| HR 3136 | 115th | Related bill |
| HR 2055 | 115th | Related bill |
| HR 1962 | 115th | Related bill |
| HR 1688 | 115th | Related bill |
| HR 1550 | 115th | Related bill |
2021 · second_quarter · Retirement
Rules on plan fiduciaries responsibilities with respect to brokerage windows in 401(k)s and under ERISA. H.R.5282/S.2526, Retirement Enhancement and Savings Act of 2018. H.R. 1994 and Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act).
Client expense: $300,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2021 · first_quarter · Retirement
Rules on plan fiduciaries responsibilities with respect to brokerage windows in 401(k)s and under ERISA. H.R.5282/S.2526, Retirement Enhancement and Savings Act of 2018. H.R. 1994 and Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act).
Client expense: $430,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2020 · fourth_quarter · Retirement
Retirement Enhancement and Savings Act of 2018 - Pension, S.2526; SECURE Act, H.R. 1994; Further Consolidated Appropriations Act, 2020, H.R. 1865; Airline Pilot Pension Fairness Act, H.R. 5819.
Client expense: $390,000 · Firm income: Not reported
Government targets: Federal Aviation Administration (FAA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), SENATE, Transportation Security Administration (TSA), Transportation, Dept of (DOT), Treasury, Dept of
2020 · fourth_quarter · Retirement
Rules on plan fiduciaries responsibilities with respect to brokerage windows in 401(k)s. H.R.5282/S.2526, Retirement Enhancement and Savings Act of 2018. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act of 2019, (SECURE Act).
Client expense: $380,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2020 · third_quarter · Retirement
Rules on plan fiduciaries responsibilities with respect to brokerage windows in 401(k)s. H.R.5282/S.2526, Retirement Enhancement and Savings Act of 2018. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act of 2019, (SECURE Act).
Client expense: $410,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2020 · third_quarter · Retirement
Retirement Enhancement and Savings Act of 2018 - Pension, S.2526; SECURE Act, H.R. 1994; Further Consolidated Appropriations Act, 2020, H.R. 1865; Airline Pilot Pension Fairness Act, H.R. 5819.
Client expense: $450,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Federal Aviation Administration (FAA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), SENATE, Transportation Security Administration (TSA), Transportation, Dept of (DOT), Treasury, Dept of
2020 · second_quarter · Retirement
Retirement Enhancement and Savings Act of 2018 - Pension, S.2526; SECURE Act, H.R. 1994; Further Consolidated Appropriations Act, 2020, H.R. 1865; Airline Pilot Pension Fairness Act, H.R. 5819.
Client expense: $610,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Federal Aviation Administration (FAA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), SENATE, Transportation Security Administration (TSA), Transportation, Dept of (DOT), Treasury, Dept of
2020 · second_quarter · Retirement
Rules on plan fiduciaries responsibilities with respect to brokerage windows in 401(k)s. H.R.5282/S.2526, Retirement Enhancement and Savings Act of 2018. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act of 2019, (SECURE Act).
Client expense: $210,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2020 · first_quarter · Retirement
Retirement Enhancement and Savings Act of 2018 - Pension, S.2526; SECURE Act, H.R. 1994; Further Consolidated Appropriations Act, 2020, H.R. 1865 HR 5819 Airline Pilot Pension Fairness Act.
Client expense: $470,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Federal Aviation Administration (FAA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), SENATE, Transportation Security Administration (TSA), Transportation, Dept of (DOT), Treasury, Dept of
2020 · first_quarter · Retirement
Rules on plan fiduciaries responsibilities with respect to brokerage windows in 401(k)s. H.R.5282/S.2526, Retirement Enhancement and Savings Act of 2018. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act of 2019, (SECURE Act).
Client expense: $350,000 · Firm income: Not reported
Government targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), SENATE, Treasury, Dept of
2020 · first_quarter · Retirement
H.R. 5282, S. 2526 - Retirement Enhancement and Savings Act; H.R. 854, S. 1383 - Multiple Small Employer Plans - issues relating to MEPs/MSEPs.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2019 · fourth_quarter · Retirement
Rules on plan fiduciaries responsibilities with respect to brokerage windows in 401(k)s. H.R.5282/S.2526, Retirement Enhancement and Savings Act of 2018. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act of 2019, (SECURE Act).
Client expense: $260,000 · Firm income: Not reported
Government targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), SENATE, Treasury, Dept of
2019 · third_quarter · Retirement
Rules on plan fiduciaries responsibilities with respect to brokerage windows in 401(k)s. H.R.5282/S.2526, Retirement Enhancement and Savings Act of 2018. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act of 2019, (SECURE Act).
Client expense: $430,000 · Firm income: Not reported
Government targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), SENATE, Treasury, Dept of
2019 · first_quarter · Retirement
Rules on plan fiduciaries responsibilities with respect to brokerage windows in 401(k)s. H.R.5282/S.2526, Retirement Enhancement and Savings Act of 2018.
Client expense: $390,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2019 · first_quarter · Retirement
Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to recordkeeping simplification for 401(k) plans. H.R. 854 Retirement Security for American Workers (115th Congress). Issues related to lifetime income and auto features. H.R. 4610/S. 3795, RETIRE Act (115th Congress). S. 2526, Retirement Enhancement and Savings Act (115th Congress). H.R. 4604, Increasing Access to a Secure Retirement Act (115th Congress). H.R. 1007, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2019 · fourth_quarter · Retirement
Retirement Enhancement and Savings Act of 2018 - Pension, S.2526; SECURE Act, H.R. 1994; Further Consolidated Appropriations Act, 2020, H.R. 1865.
Client expense: $400,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Federal Aviation Administration (FAA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), SENATE, Transportation Security Administration (TSA), Transportation, Dept of (DOT)
2019 · fourth_quarter · Retirement
Rules on plan fiduciaries responsibilities with respect to brokerage windows in 401(k)s. H.R.5282/S.2526, Retirement Enhancement and Savings Act of 2018. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act of 2019, (SECURE Act).
Client expense: $300,000 · Firm income: Not reported
Government targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), SENATE, Treasury, Dept of
2019 · fourth_quarter · Retirement
H.R. 5282, S. 2526 - Retirement Enhancement and Savings Act; H.R. 854, S. 1383 - Multiple Small Employer Plans - issues relating to MEPs/MSEPs.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2019 · third_quarter · Retirement
Retirement Enhancement and Savings Act of 2018 - Pension, S.2526;SECURE Act, H.R. 1994.
Client expense: $380,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Federal Aviation Administration (FAA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), SENATE, Transportation Security Administration (TSA), Transportation, Dept of (DOT)
2019 · third_quarter · Retirement
Rules on plan fiduciaries responsibilities with respect to brokerage windows in 401(k)s. H.R.5282/S.2526, Retirement Enhancement and Savings Act of 2018. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act of 2019, (SECURE Act).
Client expense: $210,000 · Firm income: Not reported
Government targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), SENATE, Treasury, Dept of
2019 · third_quarter · Retirement
H.R. 5282, S. 2526 - Retirement Enhancement and Savings Act; H.R. 854, S. 1383 - Multiple Small Employer Plans - issues relating to MEPs/MSEPs.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
H.R. 1994, the Setting Every Community up for Retirement Act of 2019 (SECURE Act) - Supported bill. S. 975, the Womens Retirement Protection Act - Supported bill. S. 1053, the Saving for the Future Act - Supported bill. H.R. 1838 Social Security Child Protection Act. H.R. 1940/S.920 New Parents Act-The CRADLE Act (paid parental leave) H.R. 397, Rehabilitation for Multiemployer Pensions Act. S. 972/H.R. 1007 Retirement Enhancement & Savings Act. H.R. 860, Social Security 2100 Act. No bill number. Responded to GAO inquiry regarding family caregiving and retirement security internationally. No bill nummber - Discussed legislation permitting electronic delivery to be the default method for providing important retirement plan disclosures and notices. No bill number -Discussed legislation recommending paper delivery of Social Security benefit statements. Discussed private sector retirement reform issues and testified before Senate Committee on Finance on private retirement issues. Discussed multiemployer pension issues. Discussed contingent workers and personal pension legislative options and issues. Discussed small employer retirement issues. Discussed opposition to paid family leave through Social Security. Discussed Social Security and testified before the House Ways and Means Subcommittee on Social Security. Submitted comments on price indexes, and how different indexes might affect the estimation of the Official Poverty Measure (OPM). Met with DOL and SEC on disclosure, fiduciary duty and consumer protection issues. S.2526 Retirement Enhancement and Savings Act of 2018. S.151 TRACED Act. Discussed implementation of Reg BI and need for a fiduciary standard (no bill number). Discussed need for disclosure testing and default paper delivery of disclosures and other financial documents, including H.R. 1815. Discussed Windfall Elimination Provision legislation, including H.R. 3934. Discussed paid family leave and Social Security, including H.R. 3865 and S. 463.
Client expense: $2,140,000 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Management & Budget (OMB), Office of Personnel Management (OPM), SENATE, Securities & Exchange Commission (SEC), Transportation, Dept of (DOT), Treasury, Dept of, White House Office
2019 · third_quarter · Taxation/Internal Revenue Code
S.2526, Retirement Enhancement and Savings Act; H.R.1994, Secure Act; Paid family medical leave
Client expense: Not reported · Firm income: $80,000
Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
2019 · third_quarter · Retirement
S.2526, Retirement Enhancement and Savings Act; H.R.1994, Secure Act; Paid family medical leave
Client expense: Not reported · Firm income: $80,000
Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
2019 · third_quarter · Retirement
H.R. 4523 - Automatic Retirement Plan Act of 2017 H.R. 4524 - Retirement Plan Simplification and Enhancement Act of 2017 H.R. 5282 - Retirement Enhancement and Savings Act of 2018 H.R. 761 - Pension and Budget Integrity Act of 2017 H.R. 854 - Retirement Security for American Workers Act H.R. 929 - Small Business Start-up Savings Accounts Act of 2017 H.R. 1083 - American Savings Account Act of 2017 H.R. 1688 - A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes. H.R. 2055 - Lifetime Income Disclosure Act H.R. 3499 - Automatic IRA Act of 2017 H.R. 3596 - Rightsizing Pension Premiums Act of 2017 H.R. 1 - An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018. H.R. 4610 - Receiving Electronic Statements To Improve Retiree Earnings Act H.J. Res. 66 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees. H.J. Res. 67 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. H.R. 6757 - Family Savings Act of 2018 H.R. 6990 - Portable Retirement and Investment Account Act of 2018 S. 270 - Pension Budget Integrity Act of 2017 S. 695 - A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes. S. 868 - Lifetime Income Disclosure Act S. 1383 - Retirement Security Act of 2017 S. 1861 - Automatic IRA Act of 2017 S. 2526 - Retirement Enhancement and Savings Act of 2018 S. 2753 - Commission on Retirement Security Act of 2018 S. 3218 - Strengthening Financial Security Through Short-Term Savings Accounts Act of 2018 S. 3219 - A bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the requirements for multiple employer plans, and for other purposes S. 3220 - Refund to Rainy Day Savings Act S. 3221 - Retirement Security Flexibility Act of 2018 S.J. Res. 32 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees. S.J. Res. 33 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees.
Client expense: $131,786 · 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)
2019 · second_quarter · Retirement
H.R. 5282, S. 2526 - Retirement Enhancement and Savings Act; H.R. 854, S. 1383 - Multiple Small Employer Plans - issues relating to MEPs/MSEPs.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2019 · second_quarter · Taxation/Internal Revenue Code
S.2526, Retirement Enhancement and Savings Act; H.R.1994, Secure Act; Paid family medical leave
Client expense: Not reported · Firm income: $80,000
Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE
2019 · second_quarter · Retirement
S.2526, Retirement Enhancement and Savings Act; H.R.1994, Secure Act; Paid family medical leave
Client expense: Not reported · Firm income: $80,000
Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE
2019 · second_quarter · Retirement
Retirement Enhancement and Savings Act of 2018 - Pension, S.2526.
Client expense: $550,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Federal Aviation Administration (FAA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), SENATE, Transportation Security Administration (TSA), Transportation, Dept of (DOT)
2019 · second_quarter · Retirement
S. 2526 - Retirement Enhancement and Savings Act of 2018; provisions related to access to retirement. H.R. 1907 - Retirement Security for American Workers Act (SECURE); provisions related to access to retirement.
Client expense: $140,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC)
2019 · second_quarter · Retirement
Rules on plan fiduciaries responsibilities with respect to brokerage windows in 401(k)s. H.R.5282/S.2526, Retirement Enhancement and Savings Act of 2018. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act of 2019, (SECURE Act).
Client expense: $160,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2019 · second_quarter · Retirement
H.R. 4523 - Automatic Retirement Plan Act of 2017 H.R. 4524 - Retirement Plan Simplification and Enhancement Act of 2017 H.R. 5282 - Retirement Enhancement and Savings Act of 2018 H.R. 761 - Pension and Budget Integrity Act of 2017 H.R. 854 - Retirement Security for American Workers Act H.R. 929 - Small Business Start-up Savings Accounts Act of 2017 H.R. 1083 - American Savings Account Act of 2017 H.R. 1688 - A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes. H.R. 2055 - Lifetime Income Disclosure Act H.R. 3499 - Automatic IRA Act of 2017 H.R. 3596 - Rightsizing Pension Premiums Act of 2017 H.R. 1 - An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018. H.R. 4610 - Receiving Electronic Statements To Improve Retiree Earnings Act H.J. Res. 66 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees. H.J. Res. 67 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. H.R. 6757 - Family Savings Act of 2018 H.R. 6990 - Portable Retirement and Investment Account Act of 2018 S. 270 - Pension Budget Integrity Act of 2017 S. 695 - A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes. S. 868 - Lifetime Income Disclosure Act S. 1383 - Retirement Security Act of 2017 S. 1861 - Automatic IRA Act of 2017 S. 2526 - Retirement Enhancement and Savings Act of 2018 S. 2753 - Commission on Retirement Security Act of 2018 S. 3218 - Strengthening Financial Security Through Short-Term Savings Accounts Act of 2018 S. 3219 - A bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the requirements for multiple employer plans, and for other purposes S. 3220 - Refund to Rainy Day Savings Act S. 3221 - Retirement Security Flexibility Act of 2018 S.J. Res. 32 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees. S.J. Res. 33 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees.
Client expense: $159,266 · 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)
2019 · second_quarter · Retirement
Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding and multiemployer plan issues. Issues related to tax incentives for retirement savings. Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals to increase PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to PBGC collections and PBGC disclosure and mediation issues. Proposals related to electronic disclosure of information under ERISA. Proposals regarding compliance of retirement plans. Issues related to the use of brokerage windows in defined contribution plans. Proposals to reform the multiple employer plan rules. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. Proposals related to stretch IRAs. Issues related to access to death master file. Issues related to government issued mortality tables. Proposals to amend the nondiscrimination provisions to protect older, longer service employees. Issues related to swap, margin, and capital rules. State-administered retirement plan initiatives. Annuitization with respect to defined benefit plans. QLACs. Effects of corporate integration on retirement plans. Proposals that would consolidate various retirement and IRA types. Proposals to create a retirement lost and found. Kids Savings Accounts. Proposals related to the establishment of savings accounts for emergencies. Proposals related to disaster relief. Issues related to P.L. 115-97. S. 2526, H.R. 3910, to amend the Internal Revenue Code of 1986 to make lifetime income and managed account options of defined contribution retirement savings plans portable (115th Congress). H.R. 4610/S. 3795, the RETIRE Act (115th Congress). H.R. 4158, the Retirement Plan Modernization Act (115th Congress). H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). S. 2474/H.R. 6540, Retirement Savings Lost and Found Act (115th Congress). Retirement Enhancement and Savings Act (115th Congress). Proposals related to self-correcting inadvertent plan errors. H.R. 6690, the Portable Retirement and Investment Account Act (115th Congress). H.R. 88, Retirement, Savings and Other Tax Relief Act (115th Congress). H.R. 4604, Increasing Access to a Secure Retirement Act (115th Congress). H.R. 1007/ S. 972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act (SECURE). S. 322, SIMPLE Plan Modernization Act. H.R. 1084, Family Savings Act. S. 1428, Retirement Parity for Student Loans Act.
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2019 · first_quarter · Retirement
Retirement Enhancement and Savings Act of 2018 - Pension, S.2526.
Client expense: $330,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Federal Aviation Administration (FAA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), SENATE, Transportation Security Administration (TSA), Transportation, Dept of (DOT)
2019 · first_quarter · Retirement
S.2526, Retirement Enhancement and Savings Act; H.R.1994, Secure Act.
Client expense: Not reported · Firm income: $80,000
Government targets: HOUSE OF REPRESENTATIVES
2019 · first_quarter · Taxation/Internal Revenue Code
S.2526, Retirement Enhancement and Savings Act; H.R.1994, Secure Act.
Client expense: Not reported · Firm income: $80,000
Government targets: HOUSE OF REPRESENTATIVES
2019 · first_quarter · Retirement
H.R. 5282, S. 2526 - Retirement Enhancement and Savings Act; H.R. 854, S. 1383 - Multiple Small Employer Plans - issues relating to MEPs/MSEPs.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2019 · first_quarter · Retirement
S. 2526, Retirement Enhancement and Savings Act of 2018, provisions related to access to retirement. H.R. 1907, Retirement Security for American Workers Act (SECURE), provisions related to access to retirement.
Client expense: $120,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC)
2019 · first_quarter · Retirement
Rules on plan fiduciaries responsibilities with respect to brokerage windows in 401(k)s. H.R.5282/S.2526, Retirement Enhancement and Savings Act of 2018.
Client expense: $160,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2019 · first_quarter · Retirement
Legislation to amend the nondiscrimination provisions of the Internal Revenue Code of 1986 to protect older, longer service participants in employer-sponsored pension plans (H.R. 1962, S. 852), all provisions. The Pension and Budget Integrity Act of 2017 (H.R. 761, S. 270), Retirement Enhancement and Savings Act of 2018(S.2526), and Family Savings Act of 2018, all provisions.
Client expense: $733,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Defense Security Cooperation Agency (DSCA), Defense, Dept of (DOD), Director of National Intelligence (ODNI), Federal Aviation Administration (FAA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Natl Aeronautics & Space Administration (NASA), Natl Geospatial Intelligence Agency, Natl Oceanic & Atmospheric Administration (NOAA), Natl Security Agency (NSA), Office of Management & Budget (OMB), SENATE, State, Dept of (DOS), Treasury, Dept of, White House Office
2019 · first_quarter · Retirement
The association monitors and reacts to policy concepts that may impact its ability to continue providing its high quality Retirement Security Plans to members, their employees, and the association staff at affordable rates and on reasonable terms and conditions. During the reporting period, the association focused on the following: S. 2526 - Retirement Enhancement and Savings Act - all sections. H.R. 5282 - Retirement Enhancement and Savings Act - all sections.
Client expense: $160,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2019 · first_quarter · Taxation/Internal Revenue Code
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals to amend the required minimum distribution rules to restrict the availability of stretch payments to beneficiaries. Proposals related to qualified longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. S. 2526, Retirement Enhancement and Savings Act (115th Congress). H.R. 1007, Retirement Enhancement and Savings Act. H.R. 1439, Increasing Access to a Secure Retirement Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act.
Client expense: Not reported · Firm income: $80,000
Government targets: HOUSE OF REPRESENTATIVES
2019 · first_quarter · Retirement
H.R. 4523 - Automatic Retirement Plan Act of 2017 H.R. 4524 - Retirement Plan Simplification and Enhancement Act of 2017 H.R. 5282 - Retirement Enhancement and Savings Act of 2018 H.R. 761 - Pension and Budget Integrity Act of 2017 H.R. 854 - Retirement Security for American Workers Act H.R. 929 - Small Business Start-up Savings Accounts Act of 2017 H.R. 1083 - American Savings Account Act of 2017 H.R. 1688 - A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes. H.R. 2055 - Lifetime Income Disclosure Act H.R. 3499 - Automatic IRA Act of 2017 H.R. 3596 - Rightsizing Pension Premiums Act of 2017 H.R. 1 - An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018. H.R. 4610 - Receiving Electronic Statements To Improve Retiree Earnings Act H.J. Res. 66 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees. H.J. Res. 67 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. H.R. 6757 - Family Savings Act of 2018 H.R. 6990 - Portable Retirement and Investment Account Act of 2018 S. 270 - Pension Budget Integrity Act of 2017 S. 695 - A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes. S. 868 - Lifetime Income Disclosure Act S. 1383 - Retirement Security Act of 2017 S. 1861 - Automatic IRA Act of 2017 S. 2526 - Retirement Enhancement and Savings Act of 2018 S. 2753 - Commission on Retirement Security Act of 2018 S. 3218 - Strengthening Financial Security Through Short-Term Savings Accounts Act of 2018 S. 3219 - A bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the requirements for multiple employer plans, and for other purposes S. 3220 - Refund to Rainy Day Savings Act S. 3221 - Retirement Security Flexibility Act of 2018 S.J. Res. 32 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees. S.J. Res. 33 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees.
Client expense: $177,603 · 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)
2019 · first_quarter · Taxation/Internal Revenue Code
Title IV, Division B, Section 206 of P.L. 113-295. W-2 Wages definition under Internal Revenue Code section 199A. H.R. 854, Retirement Security for American Workers (115th Congress). S. 2526, Retirement Enhancement and Savings Act (115th Congress). CPEO certifications and improvements. H.R. 1084, Family Savings Act. H.R. 1007, Retirement Enhancement and Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. S. 3781, Retirement Security and Savings Act (115th Congress). H.R. 4523, the Automatic Retirement Plan Act (115th Congress).
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2019 · first_quarter · Taxation/Internal Revenue Code
Proposals clarifying the status of professional employer organizations. PEO provision in tax reform proposals. Title IV, Division B, Section 206 of P.L. 113-295. Proposals related to MEPs. H.R. 854, Retirement Security for American Workers (115th Congress). H.R. 1628, American Health Care Act (115th Congress). S. 2526, Retirement Enhancement and Savings Act (115th Congress). W-2 Wages definition under Internal Revenue Code Section 199A. CPEO certification and improvements. H.R. 1084, Family Savings Act. H.R. 1007, Retirement Enhancement and Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. S. 3781, Retirement Security and Savings Act (115th Congress). H.R. 4523, the Automatic Retirement Plan Act (115th Congress).
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE