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Pension and Budget Integrity Act of 2017
Legislative Progress
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vs 3,805 other S bills in the 115th — cohort avg 41d
Pension and Budget Integrity Act of 2017 This bill prohibits provisions that increase or extend an increase of Pension Benefit Guaranty Corporation (PBGC) premiums from being counted as an offset to determine budget points of order for legislation in the House or the Senate. (The PBGC is a federal agency that insures the benefits of private sector, defined benefit pension plans. The PBGC is financed by insurance premiums paid by sponsors of the plans, investment income, assets from pension plans taken over by the PBGC, and recoveries from the companies formerly responsible for the plans. This bill prevents increases in PBGC premiums from being used to pay for provisions that increase the deficit in determining whether a budget point of order applies to legislation.)
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Filing registrants (32)
Read twice and referred to the Committee on the Budget.
Introduced in Senate
Bills with similar content found using semantic analysis.
Sources: Congress.gov
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. 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.
2019 · first_quarter · Retirement
PBGC premiums ERISA and I.R.C. section 420; all provisions Paid leave H.R. 761 - Pension and Budget Integrity Act (PBIA)/S. 270 - Pension and Budget Integrity Act General issues and regulations: pension and retirement proposals Frozen defined benefit plans and nondiscrimination testing Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief
Client expense: $130,000 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), Council of Economic Advisers (CEA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of
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
PBGC premiums. ERISA and L.R.C. section 420; all provisions. Paid leave. H.R. 761 - Pension and Budget Integrity Act (PBIA)/S. 270 - Pension and Budget Integrity Act. General Issues and regulations; pension and retirement proposals. Frozen defined benefit plans and nondiscrimination testing. Lifetime income illustrations in benefit statements. Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief.
Client expense: Not reported · Firm income: $20,000
Government targets: Centers For Medicare and Medicaid Services (CMS), Council of Economic Advisers (CEA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of
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 · 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 · Retirement
PBGC premiums ERISA and I.R.C. section 420; all provisions Paid leave H.R. 761 - Pension and Budget Integrity Act (PBIA)/S. 270 - Pension and Budget Integrity Act General issues and regulations: pension and retirement proposals Frozen defined benefit plans and nondiscrimination testing Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief
Client expense: $110,000 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), Council of Economic Advisers (CEA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of
2018 · fourth_quarter · Retirement
H.R. 761 and S. 270, Pension and Budget Integrity Act - Legislation seeking to prohibit Congress from using PBGC premium increases as a way to balance the federal budget H.R. 3596, Rightsizing Pension Premiums Act of 2017 - Bifurcates the PBGC premium payment system by employee count H.R. 6757, Family Savings Act of 2018 - Employer-based retirement plans and new individual savings options S. 225, Retirement Enhancement and Savings Act of 2018 - Amends the Internal Revenue Code and the Employee Retirement Income Security Act of 1974 (ERISA) to modify requirements for tax-favored retirement savings accounts and employer-provided retirement plans
Client expense: $440,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE, U.S. Trade Representative (USTR)
2018 · fourth_quarter · Retirement
H.R. 761 and S. 270, Pension and Budget Integrity Act - Legislation seeking to prohibit Congress from using PBGC premium increases as a way to balance the federal budget H.R. 3596, Rightsizing Pension Premiums Act of 2017 - Bifurcates the PBGC premium payment system by employee count H.R. 6757, Family Savings Act of 2018 - Employer-based retirement plans and new individual savings options S. 225, Retirement Enhancement and Savings Act of 2018 - Amends the Internal Revenue Code and the Employee Retirement Income Security Act of 1974 (ERISA) to modify requirements for tax-favored retirement savings accounts and employer-provided retirement plans
Client expense: $430,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE, U.S. Trade Representative (USTR)
2018 · third_quarter · Retirement
H.R. 761 and S. 270, Pension and Budget Integrity Act - Legislation seeking to prohibit Congress from using PBGC premium increases as a way to balance the federal budget H.R. 3596, Rightsizing Pension Premiums Act of 2017 - Bifurcates the PBGC premium payment system by employee count H.R. 6757, Family Savings Act of 2018 - Employer-based retirement plans and new individual savings options
Client expense: $480,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)
2018 · second_quarter · Retirement
H.R. 761 and S. 270, Pension and Budget Integrity Act - Legislation seeking to prohibit Congress from using PBGC premium increases as a way to balance the federal budget H.R. 3596, Rightsizing Pension Premiums Act of 2017 - Bifurcates the PBGC premium payment system by employee count
Client expense: $330,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)
2018 · fourth_quarter · Budget/Appropriations
S 3159/HR 6157 - Department of Defense and Labor, Health and Human Services, and Education Appropriations Act, 2019 and Continuing Appropriations Act, 2019 including issues related to procurement, Research Development Test Evaluation (RDTE), aviation programs, air and missile defense programs, special operations, Overseas Contingency Operations (OCO), procurement, Operations & Maintenance (O&M); S 3073/HR 6147 - Interior, Environment, Financial Services and General Government, Agriculture, Rural Development, Food and Drug Administration, and Transportation, Housing and Urban Development Appropriations Act, 2019 including issues related to the modernization of the U.S. Forest Service aerial fleet of aircraft for wildland firefighting activities; S 270/HR 761 - Pension and Budget Integrity Act of 2017 to prohibit the use of premiums paid to the Pension Benefit Guaranty Corporation (PBGC) premiums from being counted as general revenue for purposes of budgetary scorekeeping amend the Employee Retirement Income Security Act of 1974 (ERISA) to exclude the receipt and disbursement of the PBGC from the federal budget; HR 695 - Continuing appropriations for seven remaining appropriations bills, Agriculture; Commerce, Justice, Science; Financial Services and General Government; Homeland Security; Interior; State, Foreign Operations: and Transportation, Housing and Urban Development including issues related to aircraft programs, technology programs, helicopters; Future defense appropriations provisions, including issues related to aircraft, helicopters and technology programs; S 3277 - Space Frontier Act of 2018 including issues related to commercial space authorities; HR 5503 - National Aeronautics and Space Administration Authorization Act of 2018 including issues related to deep space exploration ; S 140 - Frank LoBiondo Coast Guard Authorization Act of 2018 including issues related to global positioning system backup; S 3072/HR 5952 - Commerce, Justice, Science, and Related Agencies Appropriations Act, 2019 including issues related to space programs and deep space exploration; S 2987/HR 5515 - John S. McCain National Defense Authorization Act for Fiscal Year 2019 including issues related to defense programs, procurement, RDTE, OCO, O&M; S 3109/HR (not yet introduced) - Department of Homeland Security Appropriations Act, 2019 including issues related to Coast Guard funding; HR 21 - Consolidated Appropriations Act, 2019 including issues related to aircraft programs, technology programs, helicopters; S 3108/HR 6385 - Department of State, Foreign Operations, and Related Programs Appropriations Act, 2019 including issues related to aircraft programs, technology programs, helicopters
Client expense: $3,060,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Air Force, Dept of, Army, Dept of (Other), Defense, Dept of (DOD), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Navy, Dept of, SENATE, State, Dept of (DOS), Treasury, Dept of
2018 · fourth_quarter · Taxation/Internal Revenue Code
S 540/HR 1393 - Mobile Workforce State Income Tax Simplification Act of 2017 to limit the authority of states to tax employees for employment duties performed in other states; Discussion on clarification related to section 250 on Foreign-Derived Intangible Income of the Tax Cuts and Jobs Act (PL 115-97) and congressional intent; S 270/HR 761 - Pension and Budget Integrity Act of 2017 including issues related to pensions; HR 3596 - Rightsizing Pension Premiums Act of 2017 including issues related to pensions; HR 4219 - Workflex in the 21st Century Act including issues related to healthcare and paid leave
Client expense: $3,060,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Air Force, Dept of, Army, Dept of (Other), Defense, Dept of (DOD), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Navy, Dept of, SENATE, State, Dept of (DOS), Treasury, Dept of
2018 · fourth_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: $1,480,000 · 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
2018 · fourth_quarter · Budget/Appropriations
-General interest in appropriations related to alcohol policy (STOP Act and initiatives to combat underage drinking and alcohol abuse and enforcement of legal drinking age) and the Departments of Transportation, Justice, Agriculture, and Labor. -Support the Pension and Budget Integrity Act, S. 270/H.R. 761.
Client expense: $700,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Alcohol & Tobacco Tax & Trade Bureau (TTB), Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Environmental Protection Agency (EPA), Federal Trade Commission (FTC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Justice, Dept of (DOJ), SENATE, Transportation, Dept of (DOT), Treasury, Dept of, U.S. International Trade Commission (ITC), White House Office
2018 · fourth_quarter · Retirement
H.R. 761/S. 270 - Pension and Budget Integrity Act of 2017. This bill prohibits provisions that increase or extend an increase of Pension Benefit Guaranty Corporation (PBGC) premiums from being counted as an offset to determine budget points of order for legislation in the House or the Senate. DRAFT PBGC and Retirement Security legislation H.R. 1962/S.852 - Retirement Security Preservation Act. This bill amends the Internal Revenue Code to modify the nondiscrimination requirements for certain defined benefit retirement plans that limit participation or certain features to a closed class, such as individuals who were hired before a certain date. H.R. 3596, Rightsizing Pension Premiums Act of 2017 H.R. 5282 / S. 2526 - Retirement Enhancement and Savings Act of 2018 Issues related to H.R.6757 - Family Savings Act of 2018 H.R. 5282 / S. 2526 - Retirement Enhancement and Savings Act of 2018
Client expense: $540,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2018 · fourth_quarter · Retirement
Increases to PBGC premiums and proposals regarding the treatment of ERISA plans under the swaps and derivatives provisions of P.L. 111-203, Dodd- Frank Wall Street Reform and Consumer Protection Act. Pension and Budget Integrity Act of 2017 (H.R. 761, S.270); Implementation of Pension funding related to Mortality tables.
Client expense: $1,630,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), Defense, Dept of (DOD), Energy, Dept of, Environmental Protection Agency (EPA), Executive Office of the President (EOP), Federal Communications Commission (FCC), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), Natl Highway Traffic Safety Administration (NHTSA), Natl Security Council (NSC), Office of Management & Budget (OMB), Office of the Vice President of the United States, SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office
2018 · fourth_quarter · Retirement
PBGC premiums ERISA 420; all provisions Tax reform and impact on employer-sponsored retirement plans Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act; all provisions Paid leave H.R. 761 - Pension and Budget Integrity Act (PBIA)/S. 270 - Pension and Budget Integrity Act IRS Notice 2015-19 - Revisions to the Employee Plans Determination Letter Program General issues and regulations: pension and retirement proposals De-risking defined benefit plans Frozen defined benefit plans and nondiscrimination testing Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief Treasury and IRS proposals and final regulations implementing the cash balance and pension equity plan provisions of the Pension Protection Act of 2006 (PPA) H.R. 3596 - Rightsizing Pension Premiums Act of 2017 401(k) Fee lawsuits
Client expense: $110,000 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), Council of Economic Advisers (CEA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of
2018 · fourth_quarter · Taxation/Internal Revenue Code
H.R. 1686, Amending the Internal Revenue Code of 1986 to extend the limitation on the carryover of excess corporate charitable contributions by regulated public utilities; H.R. 761, The Pension and Budget Integrity Act; S. 270, The Pension and Budget Integrity Act; S. 540, Mobile Workforce State Income Tax Simplification Act of 2017; H.R. 1393, Mobile Workforce State Income Tax Simplification Act of 2017; H.R. 238, Commodity End-User Relief Act, End-user protections; American Business Competitiveness Act; A Better Way: A Pro Growth Tax Code for all Americans; H. Con. Res. 71,Fiscal Year 2018 Budget; A Better Way: A Pro Growth Tax Code for all Americans; Fiscal Year 2018 Budget; H.R. 1, The Tax Cuts and Jobs Act; H.R. 1625, Consolidated Appropriations Act, 2018; H.R. 1625, Consolidated Appropriations Act, 2018; EV tax credit (30D); Draft legislation creating a new tax credit for transportation electrification.
Client expense: $370,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Energy, Dept of, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
2018 · fourth_quarter · Retirement
PBGC premiums. ERISA 420; all provisions. Tax reform and impact on employer-sponsored retirement plans. Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act; all provisions. Paid leave H.R. 761 - Pension and Budget Integrity Act (PBIA)/S. 270 - Pension and Budget Integrity Act IRS Notice 2015-19 - Revisions to the Employee Plans Determination Letter Program. General issues and regulations: pension and retirement proposals De-risking defined benefit plans. Frozen defined benefit plans and nondiscrimination testing. Lifetime income illustrations on benefit statements. Tuition Reimbursement (Section 127 of the Internal Revenue Code)and student loan debt relief. Treasury and IRS proposals and final regulations implementing the cash balance and pension equity plan provisions of the Pension Protection Act of 2006 (PPA). H.R. 3596 - Rightsizing Pension Premiums Act of 2017 401(k) Fee lawsuits
Client expense: Not reported · Firm income: $20,000
Government targets: Centers For Medicare and Medicaid Services (CMS), Council of Economic Advisers (CEA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of
2018 · 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 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 · fourth_quarter · Budget/Appropriations
H.R. 761 The Pension and Budget Integrity Act; S. 270 The Pension and Budget Integrity Act. H.R. 431 - To enable civilian research and development of advanced nuclear energy technologies by private and public institutions, to expand theoretical and practical knowledge of nuclear physics, chemistry, and materials science, and for other purposes. S 1460 - A bill to provide for the modernization of the energy and natural resources policies of the United States, and for other purposes. Protecting Single Employer Pension System -- no specific legislation. H.R. 5895, Energy and Water, Legislative Branch, and Military Construction and Veterans Affairs Appropriations Act, 2019 (Nuclear Regulatory Commission, fossil fuel grants, energy efficiency & renewables) HR 6147, Department of the Interior, Environment, and Related Agencies Appropriations Bill,2019 (permitting & siting reform) S.3109 - Department of Homeland Security Appropriations Act, 2019 (security clearances) Labor-HHS Appropriations Legislation (LIHEAP)
Client expense: $1,411,873 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Defense, Dept of (DOD), Energy, Dept of, Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Interior, Dept of (DOI), Office of Management & Budget (OMB), SENATE, Treasury, Dept of, U.S. International Trade Commission (ITC), U.S. Trade Representative (USTR), Vice President of the U.S., White House Office
2018 · fourth_quarter · Retirement
H.R. 1 - Tax Cuts and Jobs Act (Tax reform and employee benefits.) H.R. 795 - Employer Participation in Student Loan Assistance Act (Expansion of Section 127 of the IRC for student loan repayment.) H.R. 1317 - The Servicemember Retirement Improvement Act (Service members to put money towards retirement using income earned from a civilian career.) H.R. 761 / S. 270 - Pension and Budget Integrity Act (PBGC premium increases.) H.R. 1962 / S. 852 - To Amend the IRC of 1986 To Protect Older, Longer Service and Grandfathered Participants in Defined Benefit Plans (Non-Discrimination rules related to defined benefit plans.) H.R. 5282/S. 2526 - Retirement Enhancement and Savings Act (RESA) (Promotes retirement savings.) H.R. 6757 - Family Savings Act (Modifies retirement plan rules.) H.R. 4135 / S. 2007 - The Upward Mobility Enhancement Act (Expansion of Section 127 of the IRC to Increase Tax-Deferred Amount.) S. 2474 - Retirement Savings Lost and Found Act (Help participants and beneficiaries find unclaimed retirement benefits.) S.796 - Employer Participation in Repayment Act (Expansion of Section 127 of the IRC for student loan repayment.) Executive Order to strengthen retirement security (Simplifies 401(k) plan disclosures rules and encourages Multiple Employer Plans.) - White House Expand the IRS self-correction program for employee-sponsored plans - House and Senate 401(k) Account balances with separating employees - GAO 401(k) Missing and Unresponsive Participants - DOL Amendment to H.R. 88 - The Retirement Savings and Other Tax Relief Act of 2018 (Year-end tax package including retirement and savings provisions and additional delay of Cadillac Tax.) 529A ABLE Account (Employer voluntary option to deposit matching contributions into 529A accounts.) - House and Senate
Client expense: $445,840 · Firm income: Not reported
Government targets: Equal Employment Opportunity Commission (EEOC), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Labor, Dept of (DOL), Natl Labor Relations Board (NLRB), SENATE, Small Business Administration (SBA), Treasury, Dept of, White House Office
2018 · fourth_quarter · Retirement
HR 761/S270: Pension and Budget Integrity Act of 2017 - This bill prohibits provisions that increase or extend an increase of Pension Benefit Guaranty Corporation (PBGC) premiums from being counted as an offset to determine budget points of order for legislation in the House or the Senate. H.R.854 Retirement Security for American Workers Act: This bill amends the Internal Revenue Code and the Employee Retirement Income Security Act of 1974 (ERISA) to modify the qualification requirements for certain multiple employer retirement plans. A multiple employer plan that meets certain criteria may not be disqualified or otherwise lose its tax-favored status because one or more participating employers fail to take actions required with respect to the plan. The bill applies to a multiple employer defined contribution plan or a plan that consists of Individual Retirement Accounts that either: (1) is sponsored by employers that both have a common interest other than having adopted the plan and control the plan, or (2) have a pooled plan provider. The bill does not apply unless the terms of the plan require a noncompliant employer to, subject to the discretion of the Internal Revenue Service, (1) transfer assets of the plan attributable to the employees of the noncompliant employer to other specified retirement plans, and (2) be liable for plan liabilities attributable to employees of the noncompliant employer. For the purposes of this bill, a defined contribution plan that is established or maintained for the purpose of providing benefits to the employees of two or more employers and that meets certain requirements (a pooled employer plan) is treated for the purposes of ERISA as a single plan that is a multiple employer plan. The bill modifies reporting requirements under ERISA that apply to pooled employer and multiple employer plans. H.R.1688 /S.695: This bill requires the Department of the Treasury and the Department of Labor to cooperate to modify specified returns required for deferred compensation plans and other employee benefit plans to permit all members of a group of plans to file a single aggregated annual return or report satisfying the requirements of both the Internal Revenue Code and the Employee Retirement Income Security Act of 1974 (ERISA). H.R.1962/S852: Retirement Security Preservation Act of 2017 - This bill amends the Internal Revenue Code to modify the nondiscrimination requirements for certain defined benefit retirement plans that limit participation or certain features to a closed class, such as individuals who were hired before a certain date. H.R.2055/S.868: Lifetime Income Disclosure Act - This bill amends the Employee Retirement Income Security Act of 1974 (ERISA) to require pension benefit statements to include a lifetime income disclosure at least once during any 12-month period. S. 1321: The Affordable Retirement Advice Protection Act, The bill outlines a best interest standard as an alternative to the DOL fiduciary rule. H.R. 2823: The Affordable Retirement Advice for Savers Act - The bill would overturn the DOL fiduciary rule while requiring financial advisors to act in their clients best interest. The bill would also implement disclosure requirements to improve transparency. H.R.3596 - This bill amends the Employee Retirement Income Security Act of 1974 (ERISA) to: (1) modify the formula that the Pension Benefit Guaranty Corporation (PBGC) uses to calculate the funded percentage of single-employer pension plans, and (2) reduce single-employer PBGC premiums for pension plans that are sponsored by certain small employers or have specified PBGC funded percentages. H.R.3857 - The Protecting Advice For Small Savers (PASS) Act Of 2017. repeal the Department of Labor (DOL) fiduciary rule, create a best interest standard for broker-dealers, requires broker-dealers to disclose compensation they receive and any conflict of interest that exists, limit U.S. Securities and Exchange Commission (SEC) rule making authority under Section 913 of Dodd-Frank, prevent Department of Treasury and DOL from promulgating fiduciary regulations on broker-dealers under The Employee Retirement Income Security Act of 1974 (ERISA), and preempts state laws avoiding a patchwork of standards. HR. 4158: Retirement Plan Modernization Act - This bill amends the Internal Revenue Code and the Employee Retirement Income Security Act of 1974 (ERISA) to increase from $5,000 to $7,600 the amount of accrued benefits in a pension plan that may be immediately distributed without the consent of the participant. The bill also requires the increased limit to be adjusted for inflation after 2018. H.R.4523: The bill would permit unrelated employers to participate in a MEP; relieve employers with 100 or fewer employees of fiduciary duty if they participate in a MEP offered by a provider that agrees to assume fiduciary responsibility and meets certain other requirements; and retirement plan mandate. H.R.4524: "Retirement Plan Simplification and Enhancement Act of 2017" - To expand retirement coverage, preserve retirement income, simplify rules related to retirement plans. H.R.4604: "Increasing Access to a Secure Retirement Act of 2017" - Standalone annuity selection safe harbor H.R.4610: "Receiving Electronic Statements To Improve Retiree Earnings Act" - This bill amends the Employee Retirement Income Security Act of 1974 (ERISA) and the Internal Revenue Code to authorize the electronic delivery of pension plan documents required to be furnished to a plan participant, beneficiary, or other individual. H.R.4637: "SAVE Act of 2017" - To amend the Internal Revenue Code of 1986 to encourage retirement savings by modifying requirements with respect to employer-established IRAs. H.R.5282/S.2526: Retirement Enhancement and Savings Act - The bill would encourages workers to save more for retirement, and small employer retirement plan coverage, worker participation and education, and facilitates guaranteed lifetime income in retirement.
Client expense: $580,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2018 · fourth_quarter · Retirement
Pension and Budget Integrity Act of 20170-S.270/H.R.71 The Rightsizing Pension Premiums Act - H.R. 3596 Multi-Employer Pension Plans legislation
Client expense: $168,000 · Firm income: Not reported
Government targets: Army, Dept of (Corps of Engineers), Commerce, Dept of (DOC), Defense Logistics Agency, Environmental Protection Agency (EPA), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), Natl Highway Traffic Safety Administration (NHTSA), Office of Management & Budget (OMB), SENATE, U.S. Customs & Border Protection, U.S. Trade Representative (USTR)
2018 · fourth_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: $195,748 · 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)
2018 · second_quarter · Taxation/Internal Revenue Code
H.R. 1686, Amending the Internal Revenue Code of 1986 to extend the limitation on the carryover of excess corporate charitable contributions by regulated public utilities; H.R. 761, The Pension and Budget Integrity Act; S. 270, The Pension and Budget Integrity Act; S. 540, Mobile Workforce State Income Tax Simplification Act of 2017; H.R. 1393, Mobile Workforce State Income Tax Simplification Act of 2017; H.R. 238, Commodity End-User Relief Act, End-user protections; American Business Competitiveness Act; A Better Way: A Pro Growth Tax Code for all Americans; H. Con. Res. 71,Fiscal Year 2018 Budget; A Better Way: A Pro Growth Tax Code for all Americans; Fiscal Year 2018 Budget; H.R. 1, The Tax Cuts and Jobs Act; H.R. 1625, Consolidated Appropriations Act, 2018; H.R. 1625, Consolidated Appropriations Act, 2018; EV tax credit (30D).
Client expense: $230,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE
2018 · third_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), all provisions.
Client expense: $870,000 · 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
2018 · third_quarter · Taxation/Internal Revenue Code
S 540/HR 1393 - Mobile Workforce State Income Tax Simplification Act of 2017 to limit the authority of states to tax employees for employment duties performed in other states; HR 6757 - Family Savings Act of 2018 to amend the tax code to modify requirements for tax-favored saving accounts and employer-provided retirement plans; HR 6760 - Protecting Family and Small Business Tax Cuts Act of 2018 to amend the tax code to make permanent several tax provisions that were enacted in 2017 and expires in 2025; HR 6756 - American Innovation Act of 2018 to amend the tax code of 1986 to promote new innovation; S 270/HR 761 - Pension and Budget Integrity Act of 2017 including issues related to pensions; HR 3596 - Rightsizing Pension Premiums Act of 2017 including issues related to pensions; HR 4219 - Workflex in the 21st Century Act including issues related to healthcare and paid leave; Discussion on clarification related to section 250 on Foreign-Derived Intangible Income of the Tax Cuts and Jobs Act (PL 115-97) and congressional intent related to Foreign Military Sales
Client expense: $3,280,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Air Force, Dept of, Army, Dept of (Other), Defense, Dept of (DOD), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Navy, Dept of, SENATE, State, Dept of (DOS), Treasury, Dept of
2018 · third_quarter · Budget/Appropriations
S 3159/HR 6157 - Department of Defense and Labor, Health and Human Services, and Education Appropriations Act, 2019 and Continuing Appropriations Act 2019, PL 115-245, including issues related to missile defense, procurement, science and technology programs, Army Futures Command, aircraft programs, helicopter programs, military and civil space programs, Research Development Test Evaluation (RDTE), Overseas Contingency Operations (OCO), Operations & Maintenance (O&M); S 2987/HR 5515 - John S. McCain National Defense Authorization Act for Fiscal Year 2019, PL 115-232 including issues related to missile defense, procurement, science and technology programs, Army Futures Command, military and civil space programs, helicopter programs, rotorcraft, shipbuilding, electronic sensing and warfare, Navy and Marine Corps programs, RDTE, OCO, O&M; S 3073/HR 6147 - Department of the Interior, Environment, and Related Agencies Appropriations Act, 2019 including issues related to the modernization of US Forest Service aerial fleet of aircraft for wildland firefighting activities; S 3109/HR 6776 - Department of Homeland Security Appropriations Act, 2019 including issues related to helicopter programs, rotorcraft, shipbuilding, electronic sensing and warfare, Navy and Marine Corps programs, Coast Guard funding provisions; HR 6226 - American Space SAFE Management Act including issues related to NASA funding and authorization; S 270/HR 761 - Pension and Budget Integrity Act of 2017 to amend the Employee Retirement Income Security Act of 1974 (ERISA) to exclude the receipt and disbursement of the Pension Benefit Guaranty Corporation (PBGC) from the federal budget, essentially protecting pension plans and prevent increases in the PBGC premiums from being used to pay for provisions that increase the deficit in determining whether a budget point of order applies to legislation, traditionally used for purposes of budgetary scorekeeping; S 2220 - National Timing Resilience and Security Act of 2017 including issues related to military and civil space programs, missile defense, civil helicopter programs; HR 2518 - Coast Guard Authorization Act of 2017 including issues related to military and civil space programs, missile defense, civil helicopter programs; PL 115-250 to extend the authorizations of Federal aviation programs, to extend the funding and expenditure authority of the Airport and Airway Trust Fund, and for other purposes including issues related to military and civil space programs, missile defense, civil helicopter programs; S (not yet introduced)/HR 5503 - National Aeronautics and Space Administration Authorization Act of 2018 including issues related to military and civil space programs, missile defense, civil helicopter programs; S 3072/HR 5952 - Commerce, Justice, Science, and Related Agencies Appropriations Act, 2019 including issues related to military and civil space programs, missile defense, civil helicopter programs, NASA funding; S 3336 - Defending American Security from Kremlin Aggression Act of 2018 including issues related to military and civil space programs, missile defense, civil helicopter programs
Client expense: $3,280,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Air Force, Dept of, Army, Dept of (Other), Defense, Dept of (DOD), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Navy, Dept of, SENATE, State, Dept of (DOS), Treasury, Dept of
2018 · third_quarter · Retirement
H.R. 1 - Tax Cuts and Jobs Act (Tax reform and employee benefits.) H.R. 795 - Employer Participation in Student Loan Assistance Act (Expansion of Section 127 of the IRC for student loan repayment.) H.R. 1317 - The Service member Retirement Improvement Act (Service members to put money towards retirement using income earned from a civilian career.) H.R. 5282/S. 2526 - Retirement Enhancement and Savings Act (RESA) (Promotes retirement savings.) H.R. 6757 - Family Savings Act (Modifies retirement plan rules.) H.R. 761 / S. 270 - Pension and Budget Integrity Act (PBGC premium increases.) H.R. 1962 / S. 852 - To Amend the IRC of 1986 To Protect Older, Longer Service and Grandfathered Participants in Defined Benefit Plans (Non-Discrimination rules related to defined benefit plans.) H.R. 4135 / S. 2007 - The Upward Mobility Enhancement Act (Expansion of Section 127 of the IRC to Increase Tax-Deferred Amount.) S. 2474 - Retirement Savings Lost and Found Act (Help participants and beneficiaries find unclaimed retirement benefits.) S.796 - Employer Participation in Repayment Act (Expansion of Section 127 of the IRC for student loan repayment.) Executive Order to strengthen retirement security (Simplifies 401(k) plan disclosures rules and encourages Multiple Employer Plans.) - White House Expand the IRS self-correction program for employee-sponsored plans - House and Senate 401(k) Account balances with separating employees - GAO 401(k) Missing and Unresponsive Participants - DOL
Client expense: $723,049 · Firm income: Not reported
Government targets: Equal Employment Opportunity Commission (EEOC), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Labor, Dept of (DOL), Natl Labor Relations Board (NLRB), SENATE, Small Business Administration (SBA), White House Office
2018 · third_quarter · Retirement
H.R. 761 and S. 270, Pension and Budget Integrity Act - Legislation seeking to prohibit Congress from using PBGC premium increases as a way to balance the federal budget H.R. 3596, Rightsizing Pension Premiums Act of 2017 - Bifurcates the PBGC premium payment system by employee count H.R. 6757, Family Savings Act of 2018 - Employer-based retirement plans and new individual savings options
Client expense: $420,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)
2018 · third_quarter · Retirement
Rightsizing Pension Premiums Act (H.R. 3596), Pension and Budget Integrity Act (S. 270/H.R. 761), and other issues relating to retirement generally
Client expense: $1,033,243 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, SENATE, U.S. Trade Representative (USTR), White House Office
2018 · third_quarter · Retirement
Increases to PBGC premiums and proposals regarding the treatment of ERISA plans under the swaps and derivatives provisions of P.L. 111-203, Dodd- Frank Wall Street Reform and Consumer Protection Act. Pension and Budget Integrity Act of 2017 (H.R. 761, S.270); Implementation of Pension funding related to Mortality tables.
Client expense: $1,570,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), Defense, Dept of (DOD), Energy, Dept of, Environmental Protection Agency (EPA), Executive Office of the President (EOP), Federal Communications Commission (FCC), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), Natl Highway Traffic Safety Administration (NHTSA), Natl Security Council (NSC), Office of Management & Budget (OMB), Office of the Vice President of the United States, SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office
2018 · third_quarter · Budget/Appropriations
H.R. 761 The Pension and Budget Integrity Act; S. 270 The Pension and Budget Integrity Act. H.R. 431 - To enable civilian research and development of advanced nuclear energy technologies by private and public institutions, to expand theoretical and practical knowledge of nuclear physics, chemistry, and materials science, and for other purposes. S 1460 - A bill to provide for the modernization of the energy and natural resources policies of the United States, and for other purposes. Protecting Single Employer Pension System -- no specific legislation. H.R. 5895, Energy and Water, Legislative Branch, and Military Construction and Veterans Affairs Appropriations Act, 2019 (Nuclear Regulatory Commission, fossil fuel grants, energy efficiency & renewables) HR 6147, Department of the Interior, Environment, and Related Agencies Appropriations Bill,2019 S.3109 - Department of Homeland Security Appropriations Act, 2019 (security clearances) Labor-HHS Appropriations Legislation (LIHEAP)
Client expense: $1,326,330 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Defense, Dept of (DOD), Energy, Dept of, Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Interior, Dept of (DOI), Office of Management & Budget (OMB), SENATE, Treasury, Dept of, U.S. International Trade Commission (ITC), U.S. Trade Representative (USTR), Vice President of the U.S., White House Office
2018 · third_quarter · Retirement
PBGC premiums ERISA 420; all provisions Tax reform and impact on employer-sponsored retirement plans Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act; all provisions Paid leave H.R. 761 - Pension and Budget Integrity Act (PBIA)/S. 270 - Pension and Budget Integrity Act IRS Notice 2015-19 - Revisions to the Employee Plans Determination Letter Program General issues and regulations: pension and retirement proposals De-risking defined benefit plans Frozen defined benefit plans and nondiscrimination testing Lifetime income illustrations on benefit statements Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief Treasury and IRS proposals and final regulations implementing the cash balance and pension equity plan provisions of the Pension Protection Act of 2006 (PPA) H.R. 3596 - Rightsizing Pension Premiums Act of 2017 401(k) Fee lawsuits
Client expense: $110,000 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), Council of Economic Advisers (CEA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of
2018 · third_quarter · Taxation/Internal Revenue Code
H.R. 1686, Amending the Internal Revenue Code of 1986 to extend the limitation on the carryover of excess corporate charitable contributions by regulated public utilities; H.R. 761, The Pension and Budget Integrity Act; S. 270, The Pension and Budget Integrity Act; S. 540, Mobile Workforce State Income Tax Simplification Act of 2017; H.R. 1393, Mobile Workforce State Income Tax Simplification Act of 2017; H.R. 238, Commodity End-User Relief Act, End-user protections; American Business Competitiveness Act; A Better Way: A Pro Growth Tax Code for all Americans; H. Con. Res. 71,Fiscal Year 2018 Budget; A Better Way: A Pro Growth Tax Code for all Americans; Fiscal Year 2018 Budget; H.R. 1, The Tax Cuts and Jobs Act; H.R. 1625, Consolidated Appropriations Act, 2018; H.R. 1625, Consolidated Appropriations Act, 2018; EV tax credit (30D); Draft legislation creating a new tax credit for transportation electrification.
Client expense: $220,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE
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 · third_quarter · Retirement
PBGC premiums. ERISA 420; all provisions. Tax reform and impact on employer-sponsored retirement plans. Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act; all provisions. Paid leave H.R. 761 - Pension and Budget Integrity Act (PBIA)/S. 270 - Pension and Budget Integrity Act IRS Notice 2015-19 - Revisions to the Employee Plans Determination Letter Program. General issues and regulations: pension and retirement proposals Department of Labor Definition of Fiduciary regulations. De-risking defined benefit plans. EEO-1 Form Changes. Frozen defined benefit plans and nondiscrimination testing. Lifetime income illustrations on benefit statements. Tuition Reimbursement (Section 127 of the Internal Revenue Code)and student loan debt relief. Treasury and IRS proposals and final regulations implementing the cash balance and pension equity plan provisions of the Pension Protection Act of 2006 (PPA). H.R. 3596 - Rightsizing Pension Premiums Act of 2017 401(k) Fee lawsuits
Client expense: Not reported · Firm income: $20,000
Government targets: Centers For Medicare and Medicaid Services (CMS), Council of Economic Advisers (CEA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of
2018 · third_quarter · Retirement
Pension and Budget Integrity Act of 20170-S.270/H.R.71 The Rightsizing Pension Premiums Act - H.R. 3596
Client expense: $141,000 · Firm income: Not reported
Government targets: Army, Dept of (Corps of Engineers), Commerce, Dept of (DOC), Defense Logistics Agency, Environmental Protection Agency (EPA), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), Natl Highway Traffic Safety Administration (NHTSA), Office of Management & Budget (OMB), SENATE, U.S. Customs & Border Protection, U.S. Trade Representative (USTR)
2018 · third_quarter · Retirement
H.R. 761/S. 270 - Pension and Budget Integrity Act of 2017. This bill prohibits provisions that increase or extend an increase of Pension Benefit Guaranty Corporation (PBGC) premiums from being counted as an offset to determine budget points of order for legislation in the House or the Senate. DRAFT PBGC and Retirement Security legislation H.R. 1962/S.852 - Retirement Security Preservation Act. This bill amends the Internal Revenue Code to modify the nondiscrimination requirements for certain defined benefit retirement plans that limit participation or certain features to a closed class, such as individuals who were hired before a certain date. H.R. 3596, Rightsizing Pension Premiums Act of 2017 H.R. 5282 / S. 2526 - Retirement Enhancement and Savings Act of 2018 Issues related to H.R.6757 - Family Savings Act of 2018
Client expense: $600,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2018 · third_quarter · Budget/Appropriations
-General interest in appropriations related to alcohol policy (STOP Act and initiatives to combat underage drinking and alcohol abuse and enforcement of legal drinking age) and the Departments of Transportation, Justice, Agriculture, and Labor. -Support the Pension and Budget Integrity Act, S. 270/H.R. 761.
Client expense: $910,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Alcohol & Tobacco Tax & Trade Bureau (TTB), Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Environmental Protection Agency (EPA), Federal Trade Commission (FTC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Justice, Dept of (DOJ), SENATE, Transportation, Dept of (DOT), Treasury, Dept of, U.S. International Trade Commission (ITC), White House Office
2018 · third_quarter · Retirement
HR 761/S270: Pension and Budget Integrity Act of 2017 - This bill prohibits provisions that increase or extend an increase of Pension Benefit Guaranty Corporation (PBGC) premiums from being counted as an offset to determine budget points of order for legislation in the House or the Senate. H.R.854 Retirement Security for American Workers Act: This bill amends the Internal Revenue Code and the Employee Retirement Income Security Act of 1974 (ERISA) to modify the qualification requirements for certain multiple employer retirement plans. A multiple employer plan that meets certain criteria may not be disqualified or otherwise lose its tax-favored status because one or more participating employers fail to take actions required with respect to the plan. The bill applies to a multiple employer defined contribution plan or a plan that consists of Individual Retirement Accounts that either: (1) is sponsored by employers that both have a common interest other than having adopted the plan and control the plan, or (2) have a pooled plan provider. The bill does not apply unless the terms of the plan require a noncompliant employer to, subject to the discretion of the Internal Revenue Service, (1) transfer assets of the plan attributable to the employees of the noncompliant employer to other specified retirement plans, and (2) be liable for plan liabilities attributable to employees of the noncompliant employer. For the purposes of this bill, a defined contribution plan that is established or maintained for the purpose of providing benefits to the employees of two or more employers and that meets certain requirements (a pooled employer plan) is treated for the purposes of ERISA as a single plan that is a multiple employer plan. The bill modifies reporting requirements under ERISA that apply to pooled employer and multiple employer plans. H.R.1688 /S.695: This bill requires the Department of the Treasury and the Department of Labor to cooperate to modify specified returns required for deferred compensation plans and other employee benefit plans to permit all members of a group of plans to file a single aggregated annual return or report satisfying the requirements of both the Internal Revenue Code and the Employee Retirement Income Security Act of 1974 (ERISA). H.R.1962/S852: Retirement Security Preservation Act of 2017 - This bill amends the Internal Revenue Code to modify the nondiscrimination requirements for certain defined benefit retirement plans that limit participation or certain features to a closed class, such as individuals who were hired before a certain date. H.R.2055/S.868: Lifetime Income Disclosure Act - This bill amends the Employee Retirement Income Security Act of 1974 (ERISA) to require pension benefit statements to include a lifetime income disclosure at least once during any 12-month period. S. 1321: The Affordable Retirement Advice Protection Act, The bill outlines a best interest standard as an alternative to the DOL fiduciary rule. H.R. 2823: The Affordable Retirement Advice for Savers Act - The bill would overturn the DOL fiduciary rule while requiring financial advisors to act in their clients best interest. The bill would also implement disclosure requirements to improve transparency. H.R.3596 - This bill amends the Employee Retirement Income Security Act of 1974 (ERISA) to: (1) modify the formula that the Pension Benefit Guaranty Corporation (PBGC) uses to calculate the funded percentage of single-employer pension plans, and (2) reduce single-employer PBGC premiums for pension plans that are sponsored by certain small employers or have specified PBGC funded percentages. H.R.3857 - The Protecting Advice For Small Savers (PASS) Act Of 2017. repeal the Department of Labor (DOL) fiduciary rule, create a best interest standard for broker-dealers, requires broker-dealers to disclose compensation they receive and any conflict of interest that exists, limit U.S. Securities and Exchange Commission (SEC) rule making authority under Section 913 of Dodd-Frank, prevent Department of Treasury and DOL from promulgating fiduciary regulations on broker-dealers under The Employee Retirement Income Security Act of 1974 (ERISA), and preempts state laws avoiding a patchwork of standards. HR. 4158: Retirement Plan Modernization Act - This bill amends the Internal Revenue Code and the Employee Retirement Income Security Act of 1974 (ERISA) to increase from $5,000 to $7,600 the amount of accrued benefits in a pension plan that may be immediately distributed without the consent of the participant. The bill also requires the increased limit to be adjusted for inflation after 2018. H.R.4523: The bill would permit unrelated employers to participate in a MEP; relieve employers with 100 or fewer employees of fiduciary duty if they participate in a MEP offered by a provider that agrees to assume fiduciary responsibility and meets certain other requirements; and retirement plan mandate. H.R.4524: "Retirement Plan Simplification and Enhancement Act of 2017" - To expand retirement coverage, preserve retirement income, simplify rules related to retirement plans. H.R.4604: "Increasing Access to a Secure Retirement Act of 2017" - Standalone annuity selection safe harbor H.R.4610: "Receiving Electronic Statements To Improve Retiree Earnings Act" - This bill amends the Employee Retirement Income Security Act of 1974 (ERISA) and the Internal Revenue Code to authorize the electronic delivery of pension plan documents required to be furnished to a plan participant, beneficiary, or other individual. H.R.4637: "SAVE Act of 2017" - To amend the Internal Revenue Code of 1986 to encourage retirement savings by modifying requirements with respect to employer-established IRAs. H.R.5282/S.2526: Retirement Enhancement and Savings Act - The bill would encourages workers to save more for retirement, and small employer retirement plan coverage, worker participation and education, and facilitates guaranteed lifetime income in retirement.
Client expense: $480,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2018 · 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: $168,964 · 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)
2018 · second_quarter · Budget/Appropriations
H.R. 761 The Pension and Budget Integrity Act; S. 270 The Pension and Budget Integrity Act. H.R. 431 - To enable civilian research and development of advanced nuclear energy technologies by private and public institutions, to expand theoretical and practical knowledge of nuclear physics, chemistry, and materials science, and for other purposes. S 1460 - A bill to provide for the modernization of the energy and natural resources policies of the United States, and for other purposes. Protecting Single Employer Pension System -- no specific legislation. H.R. 5895, Energy and Water, Legislative Branch, and Military Construction and Veterans Affairs Appropriations Act, 2019 HR 6147, Department of the Interior, Environment, and Related Agencies Appropriations Bill,2019 S.3109 - Department of Homeland Security Appropriations Act, 2019
Client expense: $1,256,230 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Defense, Dept of (DOD), Energy, Dept of, HOUSE OF REPRESENTATIVES, Interior, Dept of (DOI), SENATE, Treasury, Dept of, U.S. International Trade Commission (ITC), U.S. Trade Representative (USTR), White House Office
2018 · second_quarter · Retirement
H.R. 1 - Tax Cuts and Jobs Act (Tax reform and employee benefits.) H.R. 795 - Employer Participation in Student Loan Assistance Act (Expansion of Section 127 of the IRC for student loan repayment.) H.R. 1317 - The Servicemember Retirement Improvement Act (Service members to put money towards retirement using income earned from a civilian career.) H.R. 761 / S. 270 - Pension and Budget Integrity Act (PBGC premium increases.) H.R. 1962 / S. 852 - To Amend the IRC of 1986 To Protect Older, Longer Service and Grandfathered Participants in Defined Benefit Plans (Non-Discrimination rules related to defined benefit plans.) H.R. 4135 / S. 2007 - The Upward Mobility Enhancement Act (Expansion of Section 127 of the IRC to Increase Tax-Deferred Amount.) S. 2474 - Retirement Savings Lost and Found Act (Help participants and beneficiaries find unclaimed retirement benefits.) Expand the IRS self-correction program for employee-sponsored plans - House and Senate 401(k) Account balances with separating employees - GAO 401(k) Missing and Unresponsive Participants - DOL
Client expense: $586,124 · Firm income: Not reported
Government targets: Equal Employment Opportunity Commission (EEOC), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Labor, Dept of (DOL), Natl Labor Relations Board (NLRB), SENATE, Small Business Administration (SBA), White House Office
2018 · second_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), all provisions.
Client expense: $1,030,000 · 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), SENATE, State, Dept of (DOS), Treasury, Dept of
2018 · second_quarter · Retirement
Increases to PBGC premiums and proposals regarding the treatment of ERISA plans under the swaps and derivatives provisions of P.L. 111-203, Dodd- Frank Wall Street Reform and Consumer Protection Act. Pension and Budget Integrity Act of 2017 (H.R. 761, S.270); Implementation of Pension funding related to Mortality tables.
Client expense: $1,430,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), Defense, Dept of (DOD), Energy, Dept of, Environmental Protection Agency (EPA), Executive Office of the President (EOP), Federal Communications Commission (FCC), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), Natl Highway Traffic Safety Administration (NHTSA), Natl Security Council (NSC), Office of Management & Budget (OMB), Office of the Vice President of the United States, SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office
2018 · second_quarter · Taxation/Internal Revenue Code
S 540/HR 1393 - Mobile Workforce State Income Tax Simplification Act of 2017 to limit the authority of states to tax employees for employment duties performed in other states;Discussion on technical correction or clarification related to section 250 on Foreign-Derived Intangible Income and congressional intent related to Foreign Military Sales and the Tax Cuts and Jobs Act (PL 115-97); S 270/HR 761 - Pension and Budget Integrity Act of 2017 including issues related to pensions and Pension Benefit Guaranty Corporation (PBGC) premium education; HR 3596 - Rightsizing Pension Premiums Act of 2017 including issues related to pensions and PBGC premium education; HR 4219 - Workflex in the 21st Century Act including issues related to healthcare, paid leave and health savings accounts modernization; Discussions on tax issues related to technical fixes to Foreign Derive Intangible Income for foreign military sales
Client expense: $3,300,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Air Force, Dept of, Army, Dept of (Other), Defense, Dept of (DOD), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Navy, Dept of, SENATE, State, Dept of (DOS), Treasury, Dept of, White House Office
2018 · second_quarter · Budget/Appropriations
S 2987/HR 5515 - John S. McCain National Defense Authorization Act for Fiscal Year 2019 including issues related to space programs, missile defense programs, strategic weapons programs, Army procurement, Army Research Development Test & Evaluation (RDTE), missile defense procurement, missile defense RDTE, Overseas Contingency Operations (OCO), Operations & Maintenance (O&M); S 3159/HR 6157 - National Defense Appropriations Act for Fiscal Year 2019, Titles III, IV, IX including issues related to aircraft programs, helicopter programs, technology programs, space programs, missile defense programs, strategic weapons programs, Army procurement, Army RDTE, missile defense procurement, missile defense RDTE, OCO, O&M, firefighting aircraft programs; S 270/HR 761 - Pension and Budget Integrity Act of 2017 to amend the Employee Retirement Income Security Act of 1974 (ERISA) to exclude the receipt and disbursement of the Pension Benefit Guaranty Corporation (PBGC) from the federal budget and to prohibit the use of premium paid to the Pension Benefit Guaranty Corporation (PBGC) premiums from being counted as general revenue for purposes of budgetary scorekeeping; S 3109/HR (not yet introduced) - Department of Homeland Security Appropriations Act, 2019 including issues related to US Coast Guard aviation programs, Customs and Border Protection border security, surveillance technology, aircraft programs, helicopter programs, technology programs, US Coast Guard funding provisions; S 3072/HR 5952 - Commerce, Justice, Science, and Related Agencies Appropriations Act, 2019 including issues related to civil and commercial space programs; HR 2809 - American Space Commerce Free Enterprise Act including issues related to space policy objectives, commercial space exploitation issues, civil and commercial space programs; HR 6226 - American Space SAFE Management Act including issues related to space situational awareness, space traffic management issues, civil and commercial space programs
Client expense: $3,300,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Air Force, Dept of, Army, Dept of (Other), Defense, Dept of (DOD), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Navy, Dept of, SENATE, State, Dept of (DOS), Treasury, Dept of, White House Office