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Nicaraguan Investment Conditionality Act (NICA) of 2017
Legislative Progress
Momentum (last 30 days)
0
score
0 actions · 0 new cosponsors · 0 votes
Speed vs cohort
0pct
0d open
vs 3,805 other S bills in the 115th — cohort avg 41d
Nicaraguan Investment Conditionality Act (NICA) of 2017 This bill directs the President to instruct the U.S. Executive Director at each international financial institution to use U.S. influence to oppose any loan for the government of Nicaragua's benefit, other than for basic human needs or to promote democracy, unless the Department of State certifies that Nicaragua is taking effective steps to: hold free elections overseen by credible domestic and international electoral observers; promote democracy and an independent judicial system and electoral council; strengthen the rule of law; respect the right to freedom of association and expression; combat corruption, including investigating and prosecuting government officials credibly alleged to be corrupt; and protect the right of political opposition parties, journalists, trade unionists, human rights defenders, and other civil society activists to operate without interference. The Department of the Treasury shall submit to Congress a report assessing: (1) the effectiveness of the international financial institutions in enforcing applicable program safeguards in Nicaragua, and (2) the effects of specified constitutional and election concerns in Nicaragua on long-term prospects for positive development outcomes there. The President may waive such requirements in the U.S. national interest. The bill requires: (1) the President to direct the U.S. Permanent Representative to the Organization of American States to use U.S. influence to advocate for an Electoral Observation Mission to be sent to Nicaragua in 2017, and (2) the State Department to report on the involvement of senior Nicaraguan government officials in acts of public corruption or human rights violations.
These links require the bill number to appear in the filing's source-reported specific issue text. Client expenses and lobbying-firm income are separate disclosure fields.
Filing registrants (2)
2020 · fourth_quarter · Retirement
Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to recordkeeping simplification for 401(k) plans. Issues related to lifetime income and auto features. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1907 Retirement Security for American Workers. H.R. 1007/S. 972, Retirement Enhancement and Savings Act (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 1865, Further Consolidated Appropriations Act 2020. H.R. 8696, Securing a Strong Retirement Act.
Read twice and referred to the Committee on Foreign Relations.
Introduced in Senate
Bills with similar content found using semantic analysis.
Sources: Congress.gov
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · fourth_quarter · Taxation/Internal Revenue Code
Proposals clarifying the status of professional employer organizations. PEO provision in tax reform proposals. Title IV, Division B, Section 206 of P.L. 113-295. Proposals related to MEPs. W-2 Wages definition under Internal Revenue Code Section 199A. CPEO certification and improvements. H.R. 1628, American Health Care Act (115th Congress). H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 1907, Retirement Security for American Workers. S. 1431, Retirement Security and Savings Act. H.R. 1084, Family Savings Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H.R. 748, CARES Act. H.R. 6201, Families First Coronavirus Response Act. S. 3814, RESTART Act. H.R. 6800, HEROES Act (H.R. 925), No Bill #, Health, Economic Assistance, Liability Protection, and Schools Act. H.R. 8969, Securing a Strong Retirement Act.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · fourth_quarter · Retirement
Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding and multiemployer plan issues. Issues related to tax incentives for retirement savings. 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.
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · fourth_quarter · Retirement
Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding and multiemployer plan issues. Issues related to tax incentives for retirement savings. 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.
Client expense: Not reported · Firm income: $70,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · fourth_quarter · Retirement
Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC-and ERISA-mandated statements and disclosures. Issues related to lifetime income. Proposals related to tax treatment of retirement plans, IRAs, and annuity products. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act. Executive Order 13847, Strengthening Retirement Security in America. S. 1431, Retirement Security and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. S. 321, Retirement Security Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 4637, the SAVE Act (115th Congress). H.R. 1865, Further Consolidated Appropriations Act 2020. H.R. 8696, Securing a Strong Retirement Act.
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · fourth_quarter · Retirement
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1007/S.972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. S. 1431, Retirement Security and Savings Act of 2019. H.R. 1439, Increasing Access to a Secure Retirement Act of 2019. H.R. 3078, Expanding Access to Retirement Savings for Caregivers Act. H.R. 1865, Further Consolidated Appropriations Act 2020. H.R. 8696, Securing a Strong Retirement Act. H.R. 8990, Lifetime Income for Employees Act.
Client expense: Not reported · Firm income: $10,000
2020 · fourth_quarter · Retirement
Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to recordkeeping simplification for 401(k) plans. Issues related to lifetime income and auto features. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1907 Retirement Security for American Workers. H.R. 1007/S. 972, Retirement Enhancement and Savings Act (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 1865, Further Consolidated Appropriations Act 2020. H.R. 8696, Securing a Strong Retirement Act.
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · fourth_quarter · Retirement
Issues related to tax incentives for retirement savings. Issues related to employee benefit plan administration and electronic delivery of ERISA-mandated statements and disclosures, including: H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1994, Setting Every Community Up for Retirement Enhancement (SECURE) Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. Executive Order 13847, Strengthening Retirement Security in America. H.R. 1865, Further Consolidated Appropriations Act 2020. H.R. 6257, Public Service Retirement Fairness Act. S. 1431, Retirement Security and Savings Act. H.R 8696, Securing a Strong Retirement Act.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · fourth_quarter · Retirement
Proposals related to retirement and retiree health savings and collective investment trusts. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement (SECURE) Act. S. 1431, Retirement Security and Savings Act. H.R. 1865, Further Consolidated Appropriations Act 2020. H.R. 6257, Public Service Retirement Fairness Act of 2020. S. 1431, Retirement Security and Savings Act. H.R. 8696, Securing a Strong Retirement Act.
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · fourth_quarter · Taxation/Internal Revenue Code
Proposals related to retirement and retiree health savings and collective investment trusts. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. S. 1431, Retirement Security and Savings Act. H.R. 1865, Further Consolidated Appropriations Act 2020. H.R. 6257, Public Service Retirement Fairness Act of 2020. S. 1431, Retirement Security and Savings Act. H.R. 8696, Securing a Strong Retirement Act.
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · fourth_quarter · Taxation/Internal Revenue Code
Title IV, Division B, Section 206 of P.L. 113-295. W-2 Wages definition under Internal Revenue Code section 199A. H.R. 1907, Retirement Security for American Workers. H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 1007/S. 972, Retirement Enhancement and Savings Act. CPEO certifications and improvements. H.R. 1084, Family Savings Act. S. 1431, Retirement Security and Savings Act. H.R. 748, CARES Act. H.R. 6201, Families First Coronavirus Response Act. S. 3814, RESTART Act. H.R. 6800, HEROES Act (H.R. 925), S. 1624, Health, Economic Assistance, Liability Protection, and Schools Act. H.R. 8696, Securing a Strong Retirement Act.
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · fourth_quarter · Taxation/Internal Revenue Code
Proposals clarifying the status of professional employer organizations. PEO provision in tax reform proposals. Title IV, Division B, Section 206 of P.L. 113-295. Proposals related to MEPs. W-2 Wages definition under Internal Revenue Code Section 199A. CPEO certification and improvements. H.R. 1628, American Health Care Act (115th Congress). H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 1907, Retirement Security for American Workers. S. 1431, Retirement Security and Savings Act. H.R. 1084, Family Savings Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H.R. 748, CARES Act. H.R. 6201, Families First Coronavirus Response Act. S. 3814, RESTART Act. H.R. 6800, HEROES Act (H.R. 925), No Bill #, Health, Economic Assistance, Liability Protection, and Schools Act. H.R. 8969, Securing a Strong Retirement Act.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · fourth_quarter · Retirement
Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding and multiemployer plan issues. Issues related to tax incentives for retirement savings. 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.
2020 · fourth_quarter · Taxation/Internal Revenue Code
Comprehensive pension and retirement savings legislation. Proposals relating to annuitization. Proposals related to the tax treatment of long-term care insurance. H.R. 1007/S. 972, Retirement Enhancement and Savings Act (RESA). H.R. 4610/ S. 3795, RETIRE Act. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 8696, Securing a Strong Retirement Act.
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · fourth_quarter · Retirement
Comprehensive pension and retirement savings legislation. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. H.R. 1007/S. 972, Retirement Enhancement and Savings Act (RESA). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 4610/S. 3795 RETIRE Act (115th Congress). S. 1431, Retirement Security and Savings Act. S. 2370 Automatic IRA Act. H.R. 8696, Securing a Strong Retirement Act.
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · third_quarter · Retirement
Comprehensive pension and retirement savings legislation. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. H.R. 1007/S. 972, Retirement Enhancement and Savings Act (RESA). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 4610/S. 3795 RETIRE Act (115th Congress). S. 1431, Retirement Security and Savings Act. S. 2370 Automatic IRA Act.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · third_quarter · Taxation/Internal Revenue Code
Comprehensive pension and retirement savings legislation. Proposals relating to annuitization. Proposals related to the tax treatment of long-term care insurance. H.R. 1007/S. 972, Retirement Enhancement and Savings Act (RESA). H.R. 4610/ S. 3795, RETIRE Act. H.R. 4610/S. 3795, RETIRE Act (115th Congress).
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · third_quarter · Retirement
Comprehensive pension and retirement savings legislation. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. H.R. 1007/S. 972, Retirement Enhancement and Savings Act (RESA). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 4610/S. 3795 RETIRE Act (115th Congress). S. 1431, Retirement Security and Savings Act. S. 2370 Automatic IRA Act. H.R. 6800, HEROES Act. (H.R. 925). S. 4318, American Workers Families and Employers Assistance Act.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · third_quarter · Taxation/Internal Revenue Code
Comprehensive pension and retirement savings legislation. Proposals relating to annuitization. Proposals related to the tax treatment of long-term care insurance. H.R. 1007/S. 972, Retirement Enhancement and Savings Act (RESA). H.R. 4610/ S. 3795, RETIRE Act. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 6800, HEROES Act (H.R. 925). S. 4318, American Workers Families and Employers Assistance Act.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · third_quarter · Retirement
Proposals related to retirement and retiree health savings and collective investment trusts. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement (SECURE) Act. S. 1431, Retirement Security and Savings Act. H.R. 1865, Further Consolidated Appropriations Act 2020. H.R. 6257, Public Service Retirement Fairness Act of 2020. S. 1431, Retirement Security and Savings Act.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · third_quarter · Taxation/Internal Revenue Code
Proposals related to retirement and retiree health savings and collective investment trusts. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. S. 1431, Retirement Security and Savings Act. H.R. 1865, Further Consolidated Appropriations Act 2020. H.R. 6257, Public Service Retirement Fairness Act of 2020. S. 1431, Retirement Security and Savings Act.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · third_quarter · Retirement
Issues related to tax incentives for retirement savings. Issues related to employee benefit plan administration and electronic delivery of ERISA-mandated statements and disclosures, including: H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1994, Setting Every Community Up for Retirement Enhancement (SECURE) Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. Executive Order 13847, Strengthening Retirement Security in America. H.R. 1865, Further Consolidated Appropriations Act 2020. H.R. 6257, Public Service Retirement Fairness Act. S. 1431, Retirement Security and Savings Act.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · third_quarter · Retirement
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1007/S.972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. S. 1431, Retirement Security and Savings Act of 2019. H.R. 1439, Increasing Access to a Secure Retirement Act of 2019. H.R. 3078, Expanding Access to Retirement Savings for Caregivers Act. H.R. 1865, Further Consolidated Appropriations Act 2020.
Client expense: Not reported · Firm income: $20,000
2020 · third_quarter · Retirement
Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to recordkeeping simplification for 401(k) plans. Issues related to lifetime income and auto features. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1907 Retirement Security for American Workers. H.R. 1007/S. 972, Retirement Enhancement and Savings Act (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 1865, Further Consolidated Appropriations Act 2020.
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · third_quarter · Retirement
Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC-and ERISA-mandated statements and disclosures. Issues related to lifetime income. Proposals related to tax treatment of retirement plans, IRAs, and annuity products. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act. Executive Order 13847, Strengthening Retirement Security in America. S. 1431, Retirement Security and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. S. 321, Retirement Security Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 4637, the SAVE Act (115th Congress). H.R. 1865, Further Consolidated Appropriations Act 2020.
Client expense: Not reported · Firm income: Not reported
2020 · third_quarter · Retirement
Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding and multiemployer plan issues. Issues related to tax incentives for retirement savings. 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.
2020 · third_quarter · Taxation/Internal Revenue Code
Proposals clarifying the status of professional employer organizations. PEO provision in tax reform proposals. Title IV, Division B, Section 206 of P.L. 113-295. Proposals related to MEPs. W-2 Wages definition under Internal Revenue Code Section 199A. CPEO certification and improvements. H.R. 1628, American Health Care Act (115th Congress). H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 1907, Retirement Security for American Workers. S. 1431, Retirement Security and Savings Act. H.R. 1084, Family Savings Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H.R. 748, CARES Act. H.R. 6201, Families First Coronavirus Response Act. S. 3814, RESTART Act. H.R. 6800, HEROES Act (H.R. 925), No Bill #, Health, Economic Assistance, Liability Protection, and Schools Act
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · third_quarter · Taxation/Internal Revenue Code
Title IV, Division B, Section 206 of P.L. 113-295. W-2 Wages definition under Internal Revenue Code section 199A. H.R. 1907, Retirement Security for American Workers. H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 1007/S. 972, Retirement Enhancement and Savings Act. CPEO certifications and improvements. H.R. 1084, Family Savings Act. S. 1431, Retirement Security and Savings Act. H.R. 748, CARES Act. H.R. 6201, Families First Coronavirus Response Act. S. 3814, RESTART Act. H.R. 6800, HEROES Act (H.R. 925), No Bill #, Health, Economic Assistance, Liability Protection, and Schools Act
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · second_quarter · Retirement
Issues related to tax incentives for retirement savings. Issues related to employee benefit plan administration and electronic delivery of ERISA-mandated statements and disclosures, including: H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1994, Setting Every Community Up for Retirement Enhancement (SECURE) Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. Executive Order 13847, Strengthening Retirement Security in America. H.R. 1865, Further Consolidated Appropriations Act 2020. H.R. 6257, Public Service Retirement Fairness Act. S. 1431, Retirement Security and Savings Act.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · second_quarter · Retirement
Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC-and ERISA-mandated statements and disclosures. Issues related to lifetime income. Proposals related to tax treatment of retirement plans, IRAs, and annuity products. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act. Executive Order 13847, Strengthening Retirement Security in America. S. 1431, Retirement Security and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. S. 321, Retirement Security Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 4637, the SAVE Act (115th Congress). H.R. 1865, Further Consolidated Appropriations Act 2020.
Client expense: Not reported · Firm income: $50,000
2020 · second_quarter · Retirement
Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to recordkeeping simplification for 401(k) plans. Issues related to lifetime income and auto features. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1907 Retirement Security for American Workers. H.R. 1007/S. 972, Retirement Enhancement and Savings Act (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 1865, Further Consolidated Appropriations Act 2020.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · second_quarter · Retirement
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1007/S.972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. S. 1431, Retirement Security and Savings Act of 2019. H.R. 1439, Increasing Access to a Secure Retirement Act of 2019. H.R. 3078, Expanding Access to Retirement Savings for Caregivers Act. H.R. 1865, Further Consolidated Appropriations Act 2020.
Client expense: Not reported · Firm income: $10,000
2020 · second_quarter · Retirement
Proposals related to retirement and retiree health savings and collective investment trusts. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement (SECURE) Act. S. 1431, Retirement Security and Savings Act. H.R. 1865, Further Consolidated Appropriations Act 2020. H.R. 6257, Public Service Retirement Fairness Act of 2020. S. 1431, Retirement Security and Savings Act.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · second_quarter · Taxation/Internal Revenue Code
Proposals related to retirement and retiree health savings and collective investment trusts. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. S. 1431, Retirement Security and Savings Act. H.R. 1865, Further Consolidated Appropriations Act 2020. H.R. 6257, Public Service Retirement Fairness Act of 2020. S. 1431, Retirement Security and Savings Act.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · second_quarter · Taxation/Internal Revenue Code
Comprehensive pension and retirement savings legislation. Proposals relating to annuitization. Proposals related to the tax treatment of long-term care insurance. H.R. 1007/S. 972, Retirement Enhancement and Savings Act (RESA). H.R. 4610/ S. 3795, RETIRE Act. H.R. 4610/S. 3795, RETIRE Act (115th Congress).
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · second_quarter · Retirement
Comprehensive pension and retirement savings legislation. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. H.R. 1007/S. 972, Retirement Enhancement and Savings Act (RESA). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 4610/S. 3795 RETIRE Act (115th Congress). S. 1431, Retirement Security and Savings Act. S. 2370 Automatic IRA Act.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · second_quarter · Taxation/Internal Revenue Code
Comprehensive pension and retirement savings legislation. Proposals relating to annuitization. Proposals related to the tax treatment of long-term care insurance. H.R. 1007/S. 972, Retirement Enhancement and Savings Act (RESA). H.R. 4610/ S. 3795, RETIRE Act. H.R. 4610/S. 3795, RETIRE Act (115th Congress).
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · second_quarter · Retirement
Comprehensive pension and retirement savings legislation. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. H.R. 1007/S. 972, Retirement Enhancement and Savings Act (RESA). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 4610/S. 3795 RETIRE Act (115th Congress). S. 1431, Retirement Security and Savings Act. S. 2370 Automatic IRA Act.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · second_quarter · Taxation/Internal Revenue Code
Proposals clarifying the status of professional employer organizations. PEO provision in tax reform proposals. Title IV, Division B, Section 206 of P.L. 113-295. Proposals related to MEPs. W-2 Wages definition under Internal Revenue Code Section 199A. CPEO certification and improvements. H.R. 1628, American Health Care Act (115th Congress). H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 1907, Retirement Security for American Workers. S. 1431, Retirement Security and Savings Act. H.R. 1084, Family Savings Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H.R. 748, CARES Act. H.R. 6201, Families First Coronavirus Response Act. S. 3814, RESTART Act.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · second_quarter · Retirement
Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding and multiemployer plan issues. Issues related to tax incentives for retirement savings. 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.
2020 · second_quarter · Taxation/Internal Revenue Code
Title IV, Division B, Section 206 of P.L. 113-295. W-2 Wages definition under Internal Revenue Code section 199A. H.R. 1907, Retirement Security for American Workers. H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 1007/S. 972, Retirement Enhancement and Savings Act. CPEO certifications and improvements. H.R. 1084, Family Savings Act. S. 1431, Retirement Security and Savings Act. H.R. 748, CARES Act. H.R. 6201, Families First Coronavirus Response Act. S. 3814, RESTART Act.
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · first_quarter · Retirement
Issues related to tax incentives for retirement savings. Issues related to employee benefit plan administration and electronic delivery of ERISA-mandated statements and disclosures, including: H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1994, Setting Every Community Up for Retirement Enhancement (SECURE) Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. Executive Order 13847, Strengthening Retirement Security in America. H.R. 1865, Further Consolidated Appropriations Act 2020. H.R. 6257, Public Service Retirement Fairness Act.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · first_quarter · Retirement
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1007/S.972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. S. 1431, Retirement Security and Savings Act of 2019. H.R. 1439, Increasing Access to a Secure Retirement Act of 2019. H.R. 3078, Expanding Access to Retirement Savings for Caregivers Act. H.R. 1865, Further Consolidated Appropriations Act 2020.
Client expense: Not reported · Firm income: $20,000
2020 · first_quarter · Taxation/Internal Revenue Code
Issues related to retirement savings. Issues related to automatic rollovers, missing participants, PBGC, and cash-out limits. S. 2474/ H.R. 6540, Retirement Savings Lost and Found Act (115th Congress). H.R. 1007/ S. 972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 5676, the Retirement Plan Modernization Act. S. 1431, Retirement Security and Savings Act of 2019. S. 321, Retirement Security Act of 2019. H.R. 1865, Further Consolidated Appropriations Act 2020.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · first_quarter · Retirement
Issues related to retirement savings. Issues related to automatic rollovers, missing participants, PBGC, and cash-out limits. S. 2474/ H.R. 6540, Retirement Savings Lost and Found Act (115th Congress). H.R. 1007/ S.972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 5676, the Retirement Plan Modernization Act. S. 1431, Retirement Security and Savings Act of 2019. S. 321, Retirement Security Act of 2019. H.R. 1865, Further Consolidated Appropriations Act 2020.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · first_quarter · Retirement
Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC-and ERISA-mandated statements and disclosures. Issues related to lifetime income. Proposals related to tax treatment of retirement plans, IRAs, and annuity products. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act. Executive Order 13847, Strengthening Retirement Security in America. S. 1431, Retirement Security and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. S. 321, Retirement Security Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 4637, the SAVE Act (115th Congress). H.R. 1865, Further Consolidated Appropriations Act 2020.
Client expense: Not reported · Firm income: $10,000
2020 · first_quarter · Taxation/Internal Revenue Code
Proposals related to retirement and retiree health savings and collective investment trusts. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. S. 1431, Retirement Security and Savings Act. H.R. 1865, Further Consolidated Appropriations Act 2020. H.R. 6257, Public Service Retirement Fairness Act of 2020.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · first_quarter · Retirement
Proposals related to retirement and retiree health savings and collective investment trusts. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement (SECURE) Act. S. 1431, Retirement Security and Savings Act. H.R. 1865, Further Consolidated Appropriations Act 2020. H.R. 6257, Public Service Retirement Fairness Act of 2020.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · first_quarter · Retirement
Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to recordkeeping simplification for 401(k) plans. Issues related to lifetime income and auto features. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1907 Retirement Security for American Workers. H.R. 1007/S. 972, Retirement Enhancement and Savings Act (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 1865, Further Consolidated Appropriations Act 2020.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · first_quarter · Retirement
Comprehensive pension and retirement savings legislation. H.R. 1007/S. 972, Retirement Enhancement and Savings Act (RESA). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 4610/S. 3795 RETIRE Act (115th Congress). S. 1431, Retirement Security and Savings Act. S. 2370 Automatic IRA Act.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Client expense: Not reported · Firm income: $70,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Client expense: Not reported · Firm income: $100,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE