Pet and Women Safety Act of 2017

Proposals related to small business retirement issues. SIMPLE IRAs. Required minimum distribution issues. Proposals to assist military spouses. S. 1431, Retirement Security and Savings Act. S. 321, Retirement Security Act. S. 322, SIMPLE Plan Modernization Act. H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 4117, IRA Preservation Act. H.R. 4637, SAVE Act of 2017 (115th Congress). H.R. 748, CARES Act. H.R. H.R. 6800, HEROES Act (H.R. 925). S.4318, American Workers, Families, and Employers Assistance Act . H.R. 7927/S. 4173, Military Spouses Retirement Security Act. S. 5064, Improving Access to Retirement Savings Act. H.R. 8696, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes. H.R. 133, Consolidated Appropriations Act 2021.

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals related to small business retirement issues. SIMPLE IRAs. Required minimum distribution issues. Proposals to assist military spouses. S. 1431, Retirement Security and Savings Act. S. 321, Retirement Security Act. S. 322, SIMPLE Plan Modernization Act. H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 4117, IRA Preservation Act. H.R. 4637, SAVE Act of 2017 (115th Congress). H.R. 748, CARES Act. H.R. H.R. 6800, HEROES Act (H.R. 925). S.4318, American Workers, Families, and Employers Assistance Act . H.R. 7927/S. 4173, Military Spouses Retirement Security Act. S. 5064, Improving Access to Retirement Savings Act. H.R. 8696, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes. H.R. 133, Consolidated Appropriations Act 2021.

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creation of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Issues related to the Department of Labor's regulation defining fiduciary. Qualified plan issues. Proposals related to self correcting inadvertent plan errors. Proposals related to electronic disclosure, including H.R. 4610/S.3795, RETIRE Act (115th Congress). Executive Order 13847, Strengthening Retirement Security In America. S. 1431, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes. S. 322, SIMPLE Plan Modernization Act. S. 321, Retirement Security Act. H.R. 4637, the SAVE Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). S. 1431, Retirement Security and Savings Act. Issues related to E-notarization. S. 1428/H.R. 6276, Retirement Parity for Student Loans Act. H.R. 748, CARES Act. H.R. 6800, HEROES Act (H.R. 925). S. 3533/H.R. 6364, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. S.4318, American Workers, Families, and Employers Assistance Act. S. 5064, Improving Access to Retirement Savings. H.R. 8696, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes. H.R. 133, Consolidated Appropriations Act 2021.

Client expense: Not reported · Firm income: $10,000

Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creation of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Issues related to the Department of Labor's regulation defining fiduciary. Qualified plan issues. Proposals related to self correcting inadvertent plan errors. Proposals related to electronic disclosure, including H.R. 4610/S.3795, RETIRE Act (115th Congress). Executive Order 13847, Strengthening Retirement Security In America. S. 1431, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes. S. 322, SIMPLE Plan Modernization Act. S. 321, Retirement Security Act. H.R. 4637, the SAVE Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). S. 1431, Retirement Security and Savings Act. Issues related to E-notarization. S. 1428/H.R. 6276, Retirement Parity for Student Loans Act. H.R. 748, CARES Act. H.R. 6800, HEROES Act (H.R. 925). S. 3533/H.R. 6364, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. S.4318, American Workers, Families, and Employers Assistance Act. S. 5064, Improving Access to Retirement Savings. H.R. 8696, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes. H.R. 133, Consolidated Appropriations Act 2021.

Client expense: Not reported · Firm income: $10,000

Proposals to enhance retirement savings opportunities for employers, employees, and individuals, including self correcting inadvertent plan errors. Small business tax credit. Issues related to the Department of Labor's regulation defining fiduciary. Required minimum distribution issues. SIMPLE IRAs. H.R. 1938, Small Employer Retirement Savings Auto-Enrollment Credit Act. H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). S. 1431, Retirement Security and Savings Act. S. 321, Retirement Security Act. S. 322, SIMPLE Plan Modernization Act. H.R. 4637, the SAVE Act (115th Congress). H.R. 748, CARES Act. H.R. 6800, HEROES Act (H.R. 925). H.R. 8083, Preserving Employee Retirement Savings Act of 2020. S.4318, American Workers, Families, and Employers Assistance Act. S. 5064, Improving Access to Retirement Savings. H.R. 8696, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes. H.R. 133, Consolidated Appropriations Act 2021.

Client expense: Not reported · Firm income: $10,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals to enhance retirement savings opportunities for employers, employees, and individuals, including self correcting inadvertent plan errors. Small business tax credit. Issues related to the Department of Labor's regulation defining fiduciary. Required minimum distribution issues. SIMPLE IRAs. H.R. 1938, Small Employer Retirement Savings Auto-Enrollment Credit Act. H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). S. 1431, Retirement Security and Savings Act. S. 321, Retirement Security Act. S. 322, SIMPLE Plan Modernization Act. H.R. 4637, the SAVE Act (115th Congress). H.R. 748, CARES Act. H.R. 6800, HEROES Act (H.R. 925). H.R. 8083, Preserving Employee Retirement Savings Act of 2020. S.4318, American Workers, Families, and Employers Assistance Act. S. 5064, Improving Access to Retirement Savings. H.R. 8696, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes. H.R. 133, Consolidated Appropriations Act 2021.

Client expense: Not reported · Firm income: $10,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

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. Issues related to electronic notarization. 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 Form 5500 filing and missing participants. 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. 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). 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. 1439, Increasing Access to a Secure Retirement Act. H.R. 1007/ S. 972, Retirement Enhancement and Savings Act. S. 322, SIMPLE Plan Modernization Act. H.R. 1084, Family Savings Act. S. 1428, Retirement Parity for Student Loans Act. S. 1431, Retirement Security and Savings Act. S. 2370, Automatic IRA Act. S. 4192/H.R. 7439, Retirement Savings Lost and Found Act. H.R. 748, CARES Act. H.R. 6201, Families First Coronavirus Response Act. H.R. 6800, HEROES Act (H.R. 925). S. 3814, RESTART Act. S. 1624, Health, Economic Assistance, Liability Protection, and Schools Act. S. 5064, A bill to amend the Internal Revenue Code of 1986 to increase retirement savings, to improve retirement plan administration. H.R. 8696, Securing A Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes.

Proposals to enhance retirement savings opportunities for employers, employees, and individuals, including self correcting inadvertent plan errors. Small business tax credit. Issues related to the Department of Labor's regulation defining fiduciary. Required minimum distribution issues. SIMPLE IRAs. H.R. 1938, Small Employer Retirement Savings Auto-Enrollment Credit Act. H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). S. 1431, Retirement Security and Savings Act. S. 321, Retirement Security Act. S. 322, SIMPLE Plan Modernization Act. H.R. 4637, the SAVE Act (115th Congress). H.R. 748, CARES Act. H.R. 6800, HEROES Act (H.R. 925). H.R. 8083, Preserving Employee Retirement Savings Act of 2020. S.4318, American Workers, Families, and Employers Assistance Act.

Client expense: Not reported · Firm income: $10,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals to enhance retirement savings opportunities for employers, employees, and individuals, including self correcting inadvertent plan errors. Small business tax credit. Issues related to the Department of Labor's regulation defining fiduciary. Required minimum distribution issues. SIMPLE IRAs. H.R. 1938, Small Employer Retirement Savings Auto-Enrollment Credit Act. H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). S. 1431, Retirement Security and Savings Act. S. 321, Retirement Security Act. S. 322, SIMPLE Plan Modernization Act. H.R. 4637, the SAVE Act (115th Congress). H.R. 748, CARES Act. H.R. 6800, HEROES Act (H.R. 925). H.R. 8083, Preserving Employee Retirement Savings Act of 2020. S.4318, American Workers, Families, and Employers Assistance Act.

Client expense: Not reported · Firm income: $10,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creation of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Issues related to the Department of Labor's regulation defining fiduciary. Qualified plan issues. Proposals related to self correcting inadvertent plan errors. Proposals related to electronic disclosure, including H.R. 4610/S.3795, RETIRE Act (115th Congress). Executive Order 13847, Strengthening Retirement Security In America. S. 1431, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes. S. 322, SIMPLE Plan Modernization Act. S. 321, Retirement Security Act. H.R. 4637, the SAVE Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). S. 1431, Retirement Security and Savings Act. Issues related to E-notarization. S. 1428/H.R. 6276, Retirement Parity for Student Loans Act. H.R. 748, CARES Act. H.R. 6800, HEROES Act (H.R. 925). S. 3533/H.R. 6364, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. S.4318, American Workers, Families, and Employers Assistance Act.

Client expense: Not reported · Firm income: $10,000

Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creation of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Issues related to the Department of Labor's regulation defining fiduciary. Qualified plan issues. Proposals related to self correcting inadvertent plan errors. Proposals related to electronic disclosure, including H.R. 4610/S.3795, RETIRE Act (115th Congress). Executive Order 13847, Strengthening Retirement Security In America. S. 1431, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes. S. 322, SIMPLE Plan Modernization Act. S. 321, Retirement Security Act. H.R. 4637, the SAVE Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). S. 1431, Retirement Security and Savings Act. Issues related to E-notarization. S. 1428/H.R. 6276, Retirement Parity for Student Loans Act. H.R. 748, CARES Act. H.R. 6800, HEROES Act (H.R. 925). S. 3533/H.R. 6364, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. S.4318, American Workers, Families, and Employers Assistance Act.

Client expense: Not reported · Firm income: $10,000

Proposals related to small business retirement issues. SIMPLE IRAs. Required minimum distribution issues. Proposals to assist military spouses. S. 1431, Retirement Security and Savings Act. S. 321, Retirement Security Act. S. 322, SIMPLE Plan Modernization Act. H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 4117, IRA Preservation Act. H.R. 4637, SAVE Act of 2017 (115th Congress). H.R. 748, CARES Act. H.R. H.R. 6800, HEROES Act (H.R. 925). S.4318, American Workers, Families, and Employers Assistance Act . H.R. 7927/S. 4173, Military Spouses Retirement Security Act.

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals related to small business retirement issues. SIMPLE IRAs. Required minimum distribution issues. Proposals to assist military spouses. S. 1431, Retirement Security and Savings Act. S. 321, Retirement Security Act. S. 322, SIMPLE Plan Modernization Act. H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 4117, IRA Preservation Act. H.R. 4637, SAVE Act of 2017 (115th Congress). H.R. 748, CARES Act. H.R. H.R. 6800, HEROES Act (H.R. 925). S.4318, American Workers, Families, and Employers Assistance Act . H.R. 7927/S. 4173, Military Spouses Retirement Security Act.

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

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. Issues related to electronic notarization. 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 Form 5500 filing and missing participants. 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. 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). 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. 1439, Increasing Access to a Secure Retirement Act. H.R. 1007/ S. 972, Retirement Enhancement and Savings Act. S. 322, SIMPLE Plan Modernization Act. H.R. 1084, Family Savings Act. S. 1428, Retirement Parity for Student Loans Act. S. 1431, Retirement Security and Savings Act. S. 2370, Automatic IRA Act. S. 4192/H.R. 7439, Retirement Savings Lost and Found Act. H.R. 748, CARES Act. H.R. 6201, Families First Coronavirus Response Act. H.R. 6800, HEROES Act (H.R. 925). S. 3814, RESTART Act. No Bill #, Health, Economic Assistance, Liability Protection, and Schools Act.

Proposals related to small business retirement issues. SIMPLE IRAs. Required minimum distribution issues. Proposals to assist military spouses. S. 1431, Retirement Security and Savings Act. S. 321, Retirement Security Act. S. 322, SIMPLE Plan Modernization Act. H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 4117, IRA Preservation Act. H.R. 4637, SAVE Act of 2017 (115th Congress). H.R. 748, CARES Act. H.R. 6800, HEROES Act. S. 4173, A bill to amend the Internal Revenue Code of 1986 to provide a credit to small employers for covering military spouses under retirement plans.

Client expense: Not reported · Firm income: $40,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals related to small business retirement issues. SIMPLE IRAs. Required minimum distribution issues. Proposals to assist military spouses. S. 1431, Retirement Security and Savings Act. S. 321, Retirement Security Act. S. 322, SIMPLE Plan Modernization Act. H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 4117, IRA Preservation Act. H.R. 4637, SAVE Act of 2017 (115th Congress). H.R. 748, CARES Act. H.R. 6800, HEROES Act. S. 4173, A bill to amend the Internal Revenue Code of 1986 to provide a credit to small employers for covering military spouses under retirement plans.

Client expense: Not reported · Firm income: $40,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creation of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Issues related to the Department of Labor's regulation defining fiduciary. Qualified plan issues. Proposals related to self correcting inadvertant plan errors. Proposals related to electronic disclosure, including H.R. 4610/S.3795, RETIRE Act (115th Congress). Executive Order 13847, Strengthening Retirement Security In America. S. 1431, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes. S. 322, SIMPLE Plan Modernization Act. S. 321, Retirement Security Act. H.R. 4637, the SAVE Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). S. 1431, Retirement Security and Savings Act. Issues related to E-notarization. S. 1428/H.R. 6276, Retirement Parity for Student Loans Act. H.R. 748, CARES Act. H.R. 6800, HEROES Act. S. 3533/H.R. 6364, Securing and Enabling Commerce Using Remote and Electronic Notarization Act.

Client expense: Not reported · Firm income: $10,000

Proposals to enhance retirement savings opportunities for employers, employees, and individuals, including self correcting inadvertent plan errors. Small business tax credit. Issues related to the Department of Labor's regulation defining fiduciary. Required minimum distribution issues. SIMPLE IRAs. H.R. 1938, Small Employer Retirement Savings Auto-Enrollment Credit Act. H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). S. 1431, Retirement Security and Savings Act. S. 321, Retirement Security Act. S. 322, SIMPLE Plan Modernization Act. H.R. 4637, the SAVE Act (115th Congress). H.R. 748, CARES Act. H.R. 6800, HEROES Act

Client expense: Not reported · Firm income: $10,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

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. Issues related to electronic notarization. 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 Form 5500 filing and missing participants. 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. 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). 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. 1439, Increasing Access to a Secure Retirement Act. H.R. 1007/ S. 972, Retirement Enhancement and Savings Act. S. 322, SIMPLE Plan Modernization Act. H.R. 1084, Family Savings Act. S. 1428, Retirement Parity for Student Loans Act. S. 1431, Retirement Security and Savings Act. S. 2370, Automatic IRA Act. H.R. 748, CARES Act. H.R. 6201, Families First Coronavirus Response Act. H.R. 6800, HEROES Act. S. 3814, RESTART Act.

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 Form 5500 filing and missing participants. 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. 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). 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. 1439, Increasing Access to a Secure Retirement Act. H.R. 1007/ S. 972, Retirement Enhancement and Savings Act. S. 322, SIMPLE Plan Modernization Act. H.R. 1084, Family Savings Act. S. 1428, Retirement Parity for Student Loans Act. S. 1431, Retirement Security and Savings Act. S. 2370, Automatic IRA Act. H.R. 748, CARES Act. H.R. 6201, Families First Coronavirus Response Act.

Proposals to enhance retirement savings opportunities for employers, employees, and individuals, including self correcting inadvertent plan errors. Small business tax credit. Issues related to the Department of Labor's regulation defining fiduciary. Required minimum distribution issues. SIMPLE IRAs. H.R. 1938, Small Employer Retirement Savings Auto-Enrollment Credit Act. H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). S. 1431, Retirement Security and Savings Act. S. 321, Retirement Security Act. S. 322, SIMPLE Plan Modernization Act. H.R. 4637, the SAVE Act (115th Congress). H.R. 748, CARES Act.

Client expense: Not reported · Firm income: $10,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 4610/S.3795, RETIRE Act (115th Congress). Executive Order 13847, Strengthening Retirement Security In America. S. 1431, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes. S. 322, SIMPLE Plan Modernization Act. S. 321, Retirement Security Act. H.R. 4637, the SAVE Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). S. 1431, Retirement Security and Savings Act. Issues related to E-notarization. S. 1428/H.R. 6276, Retirement Parity for Student Loans Act. H.R. 748, CARES Act.

Client expense: Not reported · Firm income: $10,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals related to small business retirement issues. SIMPLE IRAs. Required minimum distribution issues. Proposals to assist military spouses. S. 1431, Retirement Security and Savings Act. S. 321, Retirement Security Act. S. 322, SIMPLE Plan Modernization Act. H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 4117, IRA Preservation Act. H.R. 4637, SAVE Act of 2017 (115th Congress). H.R. 748, CARES Act.

Client expense: Not reported · Firm income: $20,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals related to small business retirement issues. SIMPLE IRAs. Required minimum distribution issues. Proposals to assist military spouses. S. 1431, Retirement Security and Savings Act. S. 321, Retirement Security Act. S. 322, SIMPLE Plan Modernization Act. H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 4117, IRA Preservation Act. H.R. 4637, SAVE Act of 2017 (115th Congress). H.R. 748, CARES Act.

Client expense: Not reported · Firm income: $20,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals to enhance retirement savings opportunities for employers, employees, and individuals, including self correcting inadvertent plan errors. Small business tax credit. Issues related to the Department of Labor's regulation defining fiduciary. Required minimum distribution issues. SIMPLE IRAs. H.R. 1938, Small Employer Retirement Savings Auto-Enrollment Credit Act. H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). S. 1431, Retirement Security and Savings Act. S. 321, Retirement Security Act. S. 322, SIMPLE Plan Modernization Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 4637, the SAVE Act (115th Congress). H.R. 1865, Further Consolidated Appropriations Act 2020.

Client expense: Not reported · Firm income: $10,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 4610/S.3795, RETIRE Act (115th Congress). Executive Order 13847, Strengthening Retirement Security In America. S. 1431, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes. S. 322, SIMPLE Plan Modernization Act. S. 321, Retirement Security Act. H.R. 1007/S. 971, Retirement Enhancement and Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 4637, the SAVE Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 1865, Further Consolidated Appropriations Act 2020.

Client expense: Not reported · Firm income: $10,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals related to limited partnerships. Proposals related to small business retirement issues. SIMPLE IRAs. Issues related to Internal Revenue Code Section 199A. Required minimum distribution issues. H.R. 1084, Family Savings Act. S. 1431, Retirement Security and Savings Act. S. 321, Retirement Security Act. S. 322, SIMPLE Plan Modernization Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 41117, IRA Preservation Act. H.R. 4637, SAVE Act of 2017 (115th Congress). H.R. 1865, Further Consolidated Appropriations Act 2020.

Client expense: Not reported · Firm income: $20,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals related to limited partnerships. Proposals related to small business retirement issues. SIMPLE IRAs. Issues related to Internal Revenue Code Section 199A. Required minimum distribution issues. H.R. 1084, Family Savings Act. S. 1431, Retirement Security and Savings Act. S. 321, Retirement Security Act. S. 322, SIMPLE Plan Modernization Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 41117, IRA Preservation Act. H.R. 4637, SAVE Act of 2017 (115th Congress). H.R. 1865, Further Consolidated Appropriations Act 2020.

Client expense: Not reported · Firm income: $20,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

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 Form 5500 filing and missing participants. 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. 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). 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. 1439, Increasing Access to a Secure Retirement Act. 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. S. 1431, Retirement Security and Savings Act. S. 2370, Automatic IRA Act. H.R. 1865, Further Consolidated Appropriations Act 2020.

H.R. 4610/S.3795, RETIRE Act (115th Congress). Executive Order 13847, Strengthening Retirement Security In America. S. 1431, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes. S. 322, SIMPLE Plan Modernization Act. S. 321, Retirement Security Act. H.R. 1007/S. 971, Retirement Enhancement and Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 4637, the SAVE Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 3877, Bipartisan Budget Act.

Client expense: Not reported · Firm income: $10,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals to enhance retirement savings opportunities for employers, employees, and individuals, including self correcting inadvertent plan errors. Small business tax credit. Issues related to the Department of Labor's regulation defining fiduciary. Required minimum distribution issues. SIMPLE IRAs. H.R. 1938, Small Employer Retirement Savings Auto-Enrollment Credit Act. H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). S. 1431, Retirement Security and Savings Act. S. 321, Retirement Security Act. S. 322, SIMPLE Plan Modernization Act. H.R. 1084, Family Savings Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 4637, the SAVE Act (115th Congress). H.R. 3877, Bipartisan Budget Act.

Client expense: Not reported · Firm income: $10,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals related to limited partnerships. Proposals related to small business retirement issues. SIMPLE IRAs. Issues related to Internal Revenue Code Section 199A. Required minimum distribution issues. H.R. 1084, Family Savings Act. S. 1431, Retirement Security and Savings Act. S. 321, Retirement Security Act. S. 322, SIMPLE Plan Modernization Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 41117, IRA Preservation Act. H.R. 3877, Bipartisan Budget Act.

Client expense: Not reported · Firm income: $20,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals related to limited partnerships. Proposals related to small business retirement issues. SIMPLE IRAs. Issues related to Internal Revenue Code Section 199A. Required minimum distribution issues. H.R. 1084, Family Savings Act. S. 1431, Retirement Security and Savings Act. S. 321, Retirement Security Act. S. 322, SIMPLE Plan Modernization Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 41117, IRA Preservation Act. H.R. 3877, Bipartisan Budget Act.

Client expense: Not reported · Firm income: $20,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

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 Form 5500 filing and missing participants. 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. 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). 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. 1439, Increasing Access to a Secure Retirement Act. 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. S. 1431, Retirement Security and Savings Act. S. 2370, Automatic IRA Act.

H.R. 4610/S.3795, RETIRE Act (115th Congress). Executive Order 13847, Strengthening Retirement Security In America. S. 1431, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes. S. 322, SIMPLE Plan Modernization Act. S. 321, Retirement Security Act. H.R. 1007/S. 971, Retirement Enhancement and Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 4637, the SAVE Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress).

Client expense: Not reported · Firm income: $10,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

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.

Proposals related to limited partnerships. Proposals related to small business retirement issues. SIMPLE IRAs. Issues related to Internal Revenue Code Section 199A. Required minimum distribution issues. H.R. 1084, Family Savings Act. S. 1431, Retirement Security and Savings Act. S. 321, Retirement Security Act. S. 322, SIMPLE Plan Modernization Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress).

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals related to limited partnerships. Proposals related to small business retirement issues. SIMPLE IRAs. Issues related to Internal Revenue Code Section 199A. Required minimum distribution issues. H.R. 1084, Family Savings Act. S. 1431, Retirement Security and Savings Act. S. 321, Retirement Security Act. S. 322, SIMPLE Plan Modernization Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress).

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals to enhance retirement savings opportunities for employers, employees, and individuals, including self correcting inadvertent plan errors. Small business tax credit. Issues related to the Department of Labor's regulation defining fiduciary. Required minimum distribution issues. SIMPLE IRAs. H.R. 1938, Small Employer Retirement Savings Auto-Enrollment Credit Act. H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). S. 1431, Retirement Security and Savings Act. S. 321, Retirement Security Act. S. 322, SIMPLE Plan Modernization Act. H.R. 1084, Family Savings Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 4637, the SAVE Act (115th Congress).

Client expense: Not reported · Firm income: $20,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 909, S.322: Pet and Women Safety Act of 2017; amends the federal criminal code to include conduct that causes fear, injury or death to a persons pet. Provides funding for domestic violence shelters to create co-living opportunities for victims and their pets. All Sections and All Provisions.

Client expense: $260,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Centers For Medicare and Medicaid Services (CMS), Environmental Protection Agency (EPA), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Natl Economic Council (NEC), SENATE, Treasury, Dept of

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. 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). Proposals related to disaster relief. Issues related to P.L. 115-97. S. 2526, Retirement Enhancement and Savings Act (115th Congress). Proposals related to self correcting inadvertent plan errors. Executive Order 13847, Strengthening Retirement Security in America. H.R. 6690, the Portable Retirement and Investment Account Act (115th Congress). H.R. 88, Retirement, Savings and Other Tax Relief Act (115th Congress). S. 3771, Retirement Parity for Student Loans 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. S. 322, SIMPLE Plan Modernization Act. H.R. 1084, Family Savings Act.

Work with respect to proposals to enhance retirement savings opportunities for employers, employees, and individuals, including self correcting inadvertent plan errors. Small business tax credit. Issues related to the Department of Labor's regulation defining fiduciary. H.R. 3902, Small Employer Retirement Savings Auto-Enrollment Credit Act (115th Congress). SIMPLE IRAs. H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). S. 2526, Retirement Enhancement and Savings Act(115th Congress). Required minimum distribution issues. S. 3781, Retirement Security and Savings Act (115th Congress). S. 321, Retirement Security Act. S. 322, SIMPLE Plan Modernization Act. 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. H.R. 4637, the SAVE Act (115th Congress).

Client expense: Not reported · Firm income: $20,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 2526, Retirement Enhancement and Savings Act (115th Congress). H.R. 4610/S.3795, RETIRE Act (115th Congress). Executive Order 13847, Strengthening Retirement Security In America. S. 3781, Retirement Security and Savings Act (115th Congress). S. 3219, to modify the requirements for multiple employer plans, and for other purposes (115th Congress). S. 322, SIMPLE Plan Modernization Act. S. 321, Retirement Security 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. 4637, the SAVE Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress).

Client expense: Not reported · Firm income: $10,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals related to limited partnerships. Proposals related to small business retirement issues. SIMPLE IRAs. S. 2526, Retirement Enhancement and Savings Act (115th Congress). Issues related to Internal Revenue Code Section 199A. Required minimum distribution issues. H.R. 1084, Family Savings Act. S. 3781, Retirement Security and Savings Act (115th Congress). S. 321, Retirement Security Act. S. 322, SIMPLE Plan Modernization Act. H.R. 1007, Retirement Enhancement and Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress).

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals related to limited partnerships. Proposals related to small business retirement issues. SIMPLE IRAs. S. 2526, Retirement Enhancement and Savings Act (115th Congress). Issues related to Internal Revenue Code Section 199A. Required minimum distribution issues. H.R. 1084, Family Savings Act. S. 3781, Retirement Security and Savings Act (115th Congress). S. 321, Retirement Security Act. S. 322, SIMPLE Plan Modernization Act. H.R. 1007, Retirement Enhancement and Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress).

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 62, the Gun Violence Reduction Resources Act, would authorize the hiring of an additional 200 agents and investigators for the Bureau of Alcohol, Tobacco, Firearms and Explosives in the U.S. Department of Justice; H.R. 115/S. 1085, the Thin Blue Line Act, would increase the penalty for offenders who kill or attempt to kill law enforcement or other public safety officers; H.R. 426/S. 1087, the Protecting Lives Using Surplus (PLUS) Equipment Act, which would restore all Federal equipment assistance programs to State and local law enforcement which were restricted by Executive Order 13688; H.R. 613/S. 1084, the Lieutenant Osvaldo Albarati Correctional Officer Self-Protection Act, would direct the Bureau of Prisons to make secure firearms storage areas accessible to employees at all of its facilities; H.R. 622, the Local Law Enforcement for Local Lands Act, would terminate the law enforcement functions of the U.S. Forest Service and the Bureau of Land Management; H.R. 664, the Stem the Tide of Overdose Prevalence from Opiate Drugs (STOP OD) Act, would aim to reduce the curb the number of overdoses due to synthetic fentanyl and helps equip law enforcement officers with naloxone; H.R. 695/S. 705, the Child Protection Improvements Act, which would allow organizations that serve children and the elderly to use the FBI database to conduct background checks on potential employees; H.R. 909/S. 322, the Pet and Women Safety (PAWS) Act, would expand existing Federal protections to the pets of domestic abuse victims and establish a grant program to assist victims and their pets when they leave their abusers; H.R. 1039/S. 367, the Probation Officer Protection Act, which would amend section 3606 of Title 18, United States Code, to grant probation officers authority to arrest hostile third parties who obstruct or impede a probation officer in the performance of official duties; H.R. 1057/S. 372, the Synthetics Trafficking and Overdose Prevention (STOP) Act would close the loophole and allow U.S Border and Customs Protections to effectively enforce customs laws that will stop the flow of deadly synthetic drugs into our communities from China; H.R. 1494/S. 654, the Animal Cruelty and Torture Act which would provide criminal penalty for those who engage in animal crushing, as well as for those who create or distribute such films; H.R. 1498, the End Racial Profiling Act, which would define racial profiling as any consideration of race, national origin or ethnic origin to initiate a traffic stop or vehicle search-absent an eyewitness description-and requires the collection of race and other data by State and local law enforcement during routine investigatory activities; H.R. 1636, the School Safety Act, which would reauthorize and expand the Secure Our Schools program administered by the Office of Community Oriented Policing Services (COPS); H.R. 1732, the Synthetic Drug Control Act, which would enhance the ability of law enforcement to combat synthesized drugs by amending the Controlled Substances Act to clarify how controlled substance analogues are to be regulated; H.R. 1761, the Protection Against Child Exploitation Act, which would close an existing loophole in current statute by clarifying certain definitions in child pornography law; H.R. 1865/S. 1693, the Allow States and Victims to Fight Online Sex Trafficking Act, which would to update and clarify Section 230 of the Communications Decency Act to ensure that charges can be brought against interactive computer service providers who engage in criminal behavior or with reckless disregard to criminal activity; H.R. 1886/S. 573, the National Criminal Justice Commission Act, which would establish National Criminal Justice Commission to study the nations criminal justice systems; H.R. 1979, the No More Tulias: Drug Law Enforcement Evidentiary Standards Improvement Act, which would significantly limit States who fund anti-drug task forces from receiving Federal funding from the Edward J. Byrne Memorial Justice Assistant Grants program; H.R. 2213, the Anti-Bordering Corruption Reauthorization Act, which would improve the ability of the U.S. Customs and Border Patrol to hire new officers; H.R. 2437/S. 1134, the Back the Blue Act, which contains a number of amendments to Federal law expanding the death penalty for persons who kill law enforcement officers, restrictions on habeas corpus, limitation on recovery of damages incurred during an arrest as well as two amendments to the Law Enforcement Officers Safety Act (LEOSA) with respect to magazine capacity and the Guns Free School Zones Act; H.R. 2513, the Police Officers Protecting Children Act, which would add qualified active and retired law enforcement officers, as defined by the Law Enforcement Officers Safety Act (LEOSA), to the list of exemptions to the Guns Free School Zones Act; H.R. 2561, the Protecting Police Officers of the Law in Civilian Establishments Act, which would clarify that existing Federal laws which prohibit the carriage of firearms onto Federal property like post offices, Social Security offices and Veterans Affairs offices do not apply to law enforcement officers in uniform; H.R. 2851/S. 1327, the Stop the Importation and Trafficking of Synthetic Analogues (SITSA) Act, would amend the Controlled Substances Act to clarify how controlled substance analogues are to be regulated by allowing the Attorney General to add synthetic analogues either temporarily/permanently to Schedule A; H.R. 3003, Section 2, the "No Sanctuary for Criminals Act, which would penalize law enforcement agencies by withholding Federal fudning from so-called sanctuary cities; H.R. 3089/S. 1454, the Corporate Transparency Act, would require the Federal government to collect beneficial ownership information for corporations and limited liability companies unless the State already collects this information; H.R. 3249, the Project Safe Neighborhoods Grant Program Authorization Act, would reauthorize and fully fund the Project Safe Neighborhoods program; H.R. 3790/S. 1854, the Federal Firearms Licensee Protection Act, which would increase penalties on those who burglarize or rob a Federal Firearms Licensee; H.R. 4471/S. 2492, the NICS Denial Notification Act, would require the U.S. Department of Justice to notify State and local law enforcement agencies if a prohibited person attempts to purchase a firearm in their jurisdiction; H.R. 4477/S. 2135, the "Fix NICS Act, would require all Federal agencies and States to produce NICS implementation plans focused on uploading accurate, required information to the background check system; H.R. 4768/S. 2715, the National Strategy for Combating the Financing of Transnational Criminal Organizations Act, which would codify an existing Executive Order and direct the Federal government to develop a national strategy to combat transnational criminal organizations; H.R. 4854/S. 2345, the Justice Served Act, which will increase the capacity of prosecutors to address the backlog of violent crime cases involving suspects identified through DNA evidence; H.R. 5060, the Heroes Lesley Zerebney and Gilbert Vega First Responders Survivors Support Act, which would increase the amount of the death benefit provide by the Public Safety Officers benefits (PSOB) program as well as other benefits administered by the PSOB; H.R. 5219, the Opioid Prescription Verification Act, which would require retail sellers of opioids to verify the identity of the purchaser; H.R. 5682 (as introduced), the Formerly Incarcerated Reenter Society Transformed Safely Transitioning Every Person (FIRST STEP) Act, which may result in the premature release of thousands of convicted offenders; H.R. 5698/S. 2794, the Protect and Serve Act, which would make it a Federal crime to target a law enforcement with an assault that results in seriously bodily harm or death; H.R. 5788, the Securing the International Mail Against Opioids Act, which would close the loophole and allow U.S Custom and Border Protection to effectively enforce customs laws that will stop the flow of deadly synthetic drugs into our communities from China; H.R. 5871/S. 2763, the "Providing Officers with Electronic Resources (POWER) Act, which would establishes a grant program to be administered by the Office of Community Oriented Policing Services (COPS) in order to provide State and local law enforcement agencies with portable chemical screening devices to detect dangerous synthetic opioids and other drugs; S. 207, the Synthetic Abuse and Labeling of Toxic Substances (SALTS) Act, would close the existing loophole for the manufacturers on analogue drug sales and distribution; S. 318, the COPS Improvement Act, would reauthorize the Office of Community Oriented Policing Services (COPS) and improve its existing hiring program; S. 446, the Constitutional Concealed Carry Reciprocity Act, which would allow any civilian concealed carry permit holder to travel to any other State issuing concealed carry permits without any training or safety requirements; S. 739, the Protecting Kids from Candy-Flavored Drugs Act, would impose increased prison sentences on adults who manufacture, create, distribute, or possess with the intent to distribute a controlled substance that is appealing to kids, whether designed or flavored; S. 748, the Protecting the Rights of Families and Immigrants Who Legally Entered From Detention (PROFILED) Act, which would define racial profiling as any consideration of race, national origin or ethnic origin to initiate a traffic stop or vehicle search, absent an eyewitness description, and requires the collection of race and other data by State and local law enforcement during routine investigatory activities; S. 1241, the Combating Money Laundering, Terrorist Financing, and Counterfeiting Act, which would update and strengthen Federal laws to combat money laundering and provide law enforcement with additional tools to restrict the ability of criminals to profit from their crimes; S. 1311, the Abolish Human Trafficking Act, reauthorizes parts of the Trafficking Victims Protection Act and expand the authority of State and local agencies to obtain wiretap warrants for trafficking investigations; S. 1312, the Trafficking Victims Protection Act, would help prevent human trafficking by promoting training for law enforcement and school resource officers through the Office of Community Oriented Policing Services (COPS) to better identify and respond to human trafficking victims; S. 1327, the Stop the Importation and Trafficking of Synthetic Analogues (SITSA) Act, would amend the Controlled Substances Act to clarify how controlled substance analogues are to be regulated by allowing the Attorney General to add synthetic analogues either temporarily/permanently to Schedule A; S. 1666, the "Helping Overcome Trauma for Children Alone in Rear Seats (HOTCARS) Act, which would direct the U.S. Department of transportation to implement a rule requiring vehicles to notify drivers if a child or other passenger has been inadvertently left behind; S. 1781, the National White Collar Crime Control Act, which would reauthorize grant programs to law enforcement to combat white collar crimes; S. 2389, Erics Law, which would amend current law to allow Federal prosecutors to impanel a second jury for the sentencing phase of capital cases; S. 2715, the Criminal Organizations Narcotics, Finance, Resources, Operations and Network Targeting (CONFRONT) Act, which would codify an existing Executive Order and direct the Federal government to develop a national strategy to combat transnational criminal organizations; S. 2759, the EAGLES Act, which would reauthorize the National Threat Asessment Center (NTAC) within the U.S. Department of Homeland Security; S. 2774, which would reauthorize the Office of Community Oriented Policing Services (COPS) within the U.S. Department of Justice through 2023; S. 2789, the "Substance Abuse Prevention Act, which would reauthorize the Office of National Drug Control Policy and the programs it administers; S. 2973, the Kelsey Smith Act, which would require telephone companies and wireless carriers to disclose cell-site location data without a warrant in certain exigent circumstances; Legislation which would protect the personal information of law enforcement officers and their families from public access; Legislation or amendments that would have the effect of weakening PL 106-185, the Civil Asset Forfeiture Reform Act of 2000; Legislation which would create or fund civilian review boards of law enforcement at any level of government; and Legislation which would further normalize relations with Cuba until that nation ceases to be a safe harbor for cop-killers and other fugitives.