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Resilience Investment, Support, and Expansion from Trauma Act or the RISE from Trauma Act This bill establishes and extends various programs to coordinate and support services for infants, children, youth, and families who have experienced, or may experience, trauma. These programs include grants to establish coordinating bodies to create strategic plans to address trauma based on community needs; extending through FY2024 the performance partnership pilot program for children who have experienced trauma; recruiting individuals from communities that have high levels of trauma into the AmeriCorps and the National Health Service Corps programs; grants providing comprehensive services and long-term case management to individuals who have been admitted to hospitals for drug overdoses, suicide attempts, or violent injury; grants to states to ensure that health insurance plans comply with mental health parity rules; grants providing arts programming for children who have experienced trauma; and reporting and guidance-issuing requirements for various agencies relating to how federal programs are addressing trauma. Additionally, the bill establishes (1) clinical and early childhood workforce development programs, (2) training and support programs, and (3) toolkits for front-line service providers. The bill also (1) provides grants for clinical training in institutions of higher education, (2) expands the Teacher Quality Partnership grants program, (3) provides grants to support and prevent childhood exposure to substance abuse and violence, and (4) establishes the National Law Enforcement Child and Youth Trauma Coordinating Center to assist local juvenile justice agencies.
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 (18)
Read twice and referred to the Committee on Health, Education, Labor, and Pensions. (text: CR S3288-3292)
Introduced in Senate
Bills with similar content found using semantic analysis.
Sources: Congress.gov
2022 · fourth_quarter · Taxation/Internal Revenue Code
Issues related to retirement security and church plans - no specific legislation. P.L. 114-113 - Consolidated Appropriations Act, 2016 - Division Q, Section 336 - issues related to implementation. S. 1770 - Retirement Security and Savings Act - issues related to pensions, church benefits and retirement. H.R. 2954 - Securing a Strong Retirement Act of 2020 - issues related to pensions, church benefits and retirement. P.L. 116-94 - Further Consolidated Appropriations Act, 2020 - Division O, including implementation. H.R. 5891 - Retirement Improvement and Savings Enhancement Act - issues related to pensions, church benefits and retirement. S. 4353 - RISE & SHINE Act - issues related to pensions, church benefits and retirement. S. 4808 - EARN Act - issues related to pensions, church benefits and retirement. P.L. 117-328 - Consolidated Appropriations Act, 2023 - Division T, issues related to retirement security and church plans.
Client expense: Not reported · Firm income: $100,000
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
2022 · fourth_quarter · Taxation/Internal Revenue Code
Title IV, Division B, Section 206 of P.L. 113-295. H.R. 1907, Retirement Security for American Workers Act (116th Congress). CPEO certifications and improvements. H.R. 1084, Family Savings Act (116th Congress). S. 1770, Retirement Security and Savings Act. Issues related to payroll tax credits and deferrals, including the Employee Retention Credit enacted by H.R. 748, CARES Act (116th Congress). H.R. 2954, Securing a Strong Retirement Act. H.R. 1319, American Rescue Plan Act. H.R. 1304/S. 749, American Innovation and Jobs Act. H.R. 5376, Build Back Better Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2022 · fourth_quarter · Taxation/Internal Revenue Code
Proposals clarifying the status of professional employer organizations. PEO provisions in tax reform proposals. Title IV, Division B, Section 206 of P.L. 113-295. Proposals related to MEPs. CPEO certification and improvements. H.R. 1907, Retirement Security for American Workers Act (116th Congress). S. 1770, Retirement Security and Savings Act. H.R. 1084, Family Savings Act (116th Congress). Issues related to payroll tax credits and deferrals, including the Employee Retention Tax Credit enacted by H.R. 748, CARES Act (116th Congress). H.R. 2954, Securing A Strong Retirement Act. H.R. 1319, American Rescue Plan Act. H.R. 1304/S. 749, American Innovation and Jobs Act. H.R. 5376, Build Back Better Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2022 · fourth_quarter · Retirement
Issues related to retirement savings. Issues related to automatic rollovers, automatic portability, missing participants, PBGC, and cash-out limits. H.R. 5676, Retirement Plan Modernization Act (116th Congress). S. 1770, Retirement Security and Savings Act. S. 1730, Retirement Savings Lost and Found Act. H.R. 2954, Securing A Strong Retirement Act. IRA investment changes in H.R. 5376, Build Back Better Act/Inflation Reduction Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act of 2021. S. 4406/H.R. 9252, Advancing Auto-Portability Act of 2022. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Taxation/Internal Revenue Code
Issues related to retirement savings. Issues related to automatic rollovers, automatic portability, missing participants, PBGC, and cash-out limits. H.R. 5676, Retirement Plan Modernization Act (116th Congress). S. 1770, Retirement Security and Savings Act. S. 1730, Retirement Savings Lost and Found Act. H.R. 2954, Securing A Strong Retirement Act. IRA investment changes in H.R. 5376, Build Back Better Act/Inflation Reduction Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act of 2021. S. 4406/H.R. 9252, Advancing Auto-Portability Act of 2022. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Taxation/Internal Revenue Code
Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creating of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Qualified plan issues. Proposals related to self correcting inadvertent plan errors. Work related to brokerage window investments. Proposals related to electronic disclosure. S. 1770, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). H.R. 4610/S. 3795, RETIRE Act. S. 1272, SIMPLE Plan Modernization Act. S. 321, Retirement Security Act (116th Congress). Issues related to e-notarization. S. 1443/H.R. 2917, Retirement Parity for Student Loans Act. S. 1625, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. S. 1703, Improving Access to Retirement Savings. H.R. 2954, 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 (116th Congress). H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. S. 4147/H.R. 7860, Financial Freedom Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Retirement
Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creating of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Qualified plan issues. Proposals related to self correcting inadvertent plan errors. Work related to brokerage window investments. Proposals related to electronic disclosure. S. 1770, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). H.R. 4610/S. 3795, RETIRE Act. S. 1272, SIMPLE Plan Modernization Act. S. 321, Retirement Security Act (116th Congress). Issues related to e-notarization. S. 1443/H.R. 2917, Retirement Parity for Student Loans Act. S. 1625, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. S. 1703, Improving Access to Retirement Savings. H.R. 2954, 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 (116th Congress). H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. S. 4147/H.R. 7860, Financial Freedom Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Education
H.R. 1043/S. 460, Employer Participation in Repayment Act (116th Congress). Student loan retirement match proposal. Issues related to E-notarization. PROSPER Act. S. 1770, Retirement Security and Savings Act. S. 1443/H.R. 2917, Retirement Parity for Student Loans Act. H.R. 2954, Securing a Strong Retirement Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Retirement
Proposals related to PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Requirement for paper statements under ERISA. Proposals related to nondiscrimination testing of pension plans. Proposals related to defined benefit plan administration. Proposals related to Code Section 415 limit. Proposals related to employee tax credit for employer retirement contributions. Issues related to Internal Revenue Code Section 415. S. 1770, Retirement Security and Savings Act. S. 2352, Retirement Security Preservation Act (116th Congress). S. 2913/H.R. 5202, Protecting Critical Services for Mothers and Babies Act (116th Congress). S. 1625, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. H.R. 8083, Preserving Employee Retirement Savings Act (116th Congress). S. 1703, Improving Access to Retirement Savings Act. H.R. 2954, 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 (116th Congress). H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R.6738, Retirement Tax Credit Parity for Cooperatives and Charities Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Taxation/Internal Revenue Code
Proposals related to PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Requirement for paper statements under ERISA. Proposals related to nondiscrimination testing of pension plans. Proposals related to defined benefit plan administration. Proposals related to Code Section 415 limit. Proposals related to employee tax credit for employer retirement contributions. Issues related to Internal Revenue Code Section 415. S. 1770, Retirement Security and Savings Act. S. 2352, Retirement Security Preservation Act (116th Congress). S. 2913/H.R. 5202, Protecting Critical Services for Mothers and Babies Act (116th Congress). S. 1625, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. H.R. 8083, Preserving Employee Retirement Savings Act (116th Congress). S. 1703, Improving Access to Retirement Savings Act. H.R. 2954, 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 (116th Congress). H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R.6738, Retirement Tax Credit Parity for Cooperatives and Charities Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Retirement
Proposals to enhance retirement savings opportunities for employers, employees, and individuals, including self correcting inadvertent plan errors. Small business tax credit. Issues related to Code Section 199A. 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 (116th Congress). S. 1770, Retirement Security and Savings Act. S. 321, Retirement Security Act (116th Congress). S. 1272, SIMPLE Plan Modernization Act. H.R. 8083, Preserving Employee Retirement Savings Act (116th Congress). S. 1703, Improving Access to Retirement Savings. H.R. 2954, 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 (116th Congress). S. 1233, Small Business Tax Fairness and Compliance Simplification Act. H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. S. 2387, Small Business Tax Fairness Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Taxation/Internal Revenue Code
Proposals to enhance retirement savings opportunities for employers, employees, and individuals, including self correcting inadvertent plan errors. Small business tax credit. Issues related to Code Section 199A. 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 (116th Congress). S. 1770, Retirement Security and Savings Act. S. 321, Retirement Security Act (116th Congress). S. 1272, SIMPLE Plan Modernization Act. H.R. 8083, Preserving Employee Retirement Savings Act (116th Congress). S. 1703, Improving Access to Retirement Savings. H.R. 2954, 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 (116th Congress). S. 1233, Small Business Tax Fairness and Compliance Simplification Act. H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. S. 2387, Small Business Tax Fairness Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Retirement
Comprehensive pension and retirement savings legislation. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Expansion of investment options for 403(b) plans. Issues related to paid family, sick, and medical leave. S. 1770, Retirement Security and Savings Act. S. 2370, Automatic IRA Act (116th Congress). H.R. 2954, Securing a Strong Retirement Act. H.R. 5376, Inflation Reduction Act Act. H.R. 2741, Public Service Retirement Fairness Act. H.R. 6912, Pooled Employer Plan Fix Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. S. 4154, Simplifying Small Business Retirement Savings Act. S. 4153, Incentivizing Small Business Retirement Savings Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Taxation/Internal Revenue Code
Comprehensive pension and retirement savings legislation. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Expansion of investment options for 403(b) plans. Issues related to paid family, sick, and medical leave. S. 1770, Retirement Security and Savings Act. S. 2370, Automatic IRA Act (116th Congress). H.R. 2954, Securing a Strong Retirement Act. H.R. 5376, Inflation Reduction Act Act. H.R. 2741, Public Service Retirement Fairness Act. H.R. 6912, Pooled Employer Plan Fix Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. S. 4154, Simplifying Small Business Retirement Savings Act. S. 4153, Incentivizing Small Business Retirement Savings Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Taxation/Internal Revenue Code
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022.
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Taxation/Internal Revenue Code
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022.
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Taxation/Internal Revenue Code
Issues related to retirement security and church plans - no specific legislation. P.L. 114-113 - Consolidated Appropriations Act, 2016 - Division Q, Section 336 - issues related to implementation. S. 1770 - Retirement Security and Savings Act - issues related to pensions, church benefits and retirement. H.R. 2954 - Securing a Strong Retirement Act of 2020 - issues related to pensions, church benefits and retirement. P.L. 116-94 - Further Consolidated Appropriations Act, 2020 - Division O, including implementation. H.R. 5891 - Retirement Improvement and Savings Enhancement Act - issues related to pensions, church benefits and retirement. S. 4353 - RISE & SHINE Act - issues related to pensions, church benefits and retirement. S. 4808 - EARN Act - issues related to pensions, church benefits and retirement.
Client expense: Not reported · Firm income: $110,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Taxation/Internal Revenue Code
Issues related to retirement savings. Issues related to automatic rollovers, automatic portability, missing participants, PBGC, and cash-out limits. H.R. 5676, Retirement Plan Modernization Act (116th Congress). S. 1770, Retirement Security and Savings Act. S. 1730, Retirement Savings Lost and Found Act. H.R. 2954, Securing A Strong Retirement Act. IRA investment changes in H.R. 5376, Build Back Better Act/Inflation Reduction Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act of 2021. S. 4406, Advancing Auto-Portability Act of 2022. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Retirement
Issues related to retirement savings. Issues related to automatic rollovers, automatic portability, missing participants, PBGC, and cash-out limits. H.R. 5676, Retirement Plan Modernization Act (116th Congress). S. 1770, Retirement Security and Savings Act. S. 1730, Retirement Savings Lost and Found Act. H.R. 2954, Securing A Strong Retirement Act. IRA investment changes in H.R. 5376, Build Back Better Act/Inflation Reduction Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act of 2021. S. 4406, Advancing Auto-Portability Act of 2022. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Retirement
Comprehensive pension and retirement savings legislation. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to paid family, sick, and medical leave. S. 1770, Retirement Security and Savings Act. S. 2370, Automatic IRA Act (116th Congress). H.R. 2954, Securing a Strong Retirement Act. H.R. 5376, Inflation Reduction Act Act. H.R. 2741, Public Service Retirement Fairness Act. H.R. 6912, Pooled Employer Plan Fix Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. S. 4154, Simplifying Small Business Retirement Savings Act. S. 4153, Incentivizing Small Business Retirement Savings Act.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Taxation/Internal Revenue Code
Comprehensive pension and retirement savings legislation. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to paid family, sick, and medical leave. S. 1770, Retirement Security and Savings Act. S. 2370, Automatic IRA Act (116th Congress). H.R. 2954, Securing a Strong Retirement Act. H.R. 5376, Inflation Reduction Act Act. H.R. 2741, Public Service Retirement Fairness Act. H.R. 6912, Pooled Employer Plan Fix Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. S. 4154, Simplifying Small Business Retirement Savings Act. S. 4153, Incentivizing Small Business Retirement Savings Act.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Taxation/Internal Revenue Code
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Taxation/Internal Revenue Code
Title IV, Division B, Section 206 of P.L. 113-295. H.R. 1907, Retirement Security for American Workers Act (116th Congress). CPEO certifications and improvements. H.R. 1084, Family Savings Act (116th Congress). S. 1770, Retirement Security and Savings Act. Issues related to payroll tax credits and deferrals, including the Employee Retention Credit enacted by H.R. 748, CARES Act (116th Congress). H.R. 2954, Securing a Strong Retirement Act. H.R. 1319, American Rescue Plan Act. H.R. 1304/S. 749, American Innovation and Jobs Act. H.R. 5376, Build Back Better Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act.
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2022 · third_quarter · Taxation/Internal Revenue Code
Proposals clarifying the status of professional employer organizations. PEO provisions in tax reform proposals. Title IV, Division B, Section 206 of P.L. 113-295. Proposals related to MEPs. CPEO certification and improvements. H.R. 1907, Retirement Security for American Workers Act (116th Congress). S. 1770, Retirement Security and Savings Act. H.R. 1084, Family Savings Act (116th Congress). Issues related to payroll tax credits and deferrals, including the Employee Retention Tax Credit enacted by H.R. 748, CARES Act (116th Congress). H.R. 2954, Securing A Strong Retirement Act. H.R. 1319, American Rescue Plan Act. H.R. 1304/S. 749, American Innovation and Jobs Act. H.R. 5376, Build Back Better Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2022 · third_quarter · Retirement
Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creating of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Qualified plan issues. Proposals related to self correcting inadvertent plan errors. Work related to brokerage window investments. Proposals related to electronic disclosure. S. 1770, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). H.R. 4610/S. 3795, RETIRE Act. S. 1272, SIMPLE Plan Modernization Act. S. 321, Retirement Security Act (116th Congress). Issues related to e-notarization. S. 1443/H.R. 2917, Retirement Parity for Student Loans Act. S. 1625, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. S. 1703, Improving Access to Retirement Savings. H.R. 2954, 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 (116th Congress). H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. S. 4147/H.R. 7860, Financial Freedom Act.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Taxation/Internal Revenue Code
Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creating of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Qualified plan issues. Proposals related to self correcting inadvertent plan errors. Work related to brokerage window investments. Proposals related to electronic disclosure. S. 1770, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). H.R. 4610/S. 3795, RETIRE Act. S. 1272, SIMPLE Plan Modernization Act. S. 321, Retirement Security Act (116th Congress). Issues related to e-notarization. S. 1443/H.R. 2917, Retirement Parity for Student Loans Act. S. 1625, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. S. 1703, Improving Access to Retirement Savings. H.R. 2954, 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 (116th Congress). H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. S. 4147/H.R. 7860, Financial Freedom Act.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Education
H.R. 1043/S. 460, Employer Participation in Repayment Act (116th Congress). Student loan retirement match proposal. Issues related to E-notarization. PROSPER Act. S. 1770, Retirement Security and Savings Act. S. 1443/H.R. 2917, Retirement Parity for Student Loans Act. H.R. 2954, Securing a Strong Retirement Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Taxation/Internal Revenue Code
Proposals to enhance retirement savings opportunities for employers, employees, and individuals, including self correcting inadvertent plan errors. Small business tax credit. Issues related to Code Section 199A. 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 (116th Congress). S. 1770, Retirement Security and Savings Act. S. 321, Retirement Security Act (116th Congress). S. 1272, SIMPLE Plan Modernization Act. H.R. 8083, Preserving Employee Retirement Savings Act (116th Congress). S. 1703, Improving Access to Retirement Savings. H.R. 2954, 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 (116th Congress). S. 1233, Small Business Tax Fairness and Compliance Simplification Act. H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. S. 2387, Small Business Tax Fairness Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Retirement
Proposals to enhance retirement savings opportunities for employers, employees, and individuals, including self correcting inadvertent plan errors. Small business tax credit. Issues related to Code Section 199A. 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 (116th Congress). S. 1770, Retirement Security and Savings Act. S. 321, Retirement Security Act (116th Congress). S. 1272, SIMPLE Plan Modernization Act. H.R. 8083, Preserving Employee Retirement Savings Act (116th Congress). S. 1703, Improving Access to Retirement Savings. H.R. 2954, 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 (116th Congress). S. 1233, Small Business Tax Fairness and Compliance Simplification Act. H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. S. 2387, Small Business Tax Fairness Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Retirement
Proposals to enhance retirement savings opportunities for employers, employees, and individuals, including self correcting inadvertent plan errors. Small business tax credit. Issues related to Code Section 199A. 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 (116th Congress). S. 1770, Retirement Security and Savings Act. S. 321, Retirement Security Act (116th Congress). S. 1272, SIMPLE Plan Modernization Act. H.R. 8083, Preserving Employee Retirement Savings Act (116th Congress). S. 1703, Improving Access to Retirement Savings. H.R. 2954, 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 (116th Congress). S. 1233, Small Business Tax Fairness and Compliance Simplification Act. H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. S. 2387, Small Business Tax Fairness Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Taxation/Internal Revenue Code
Proposals to enhance retirement savings opportunities for employers, employees, and individuals, including self correcting inadvertent plan errors. Small business tax credit. Issues related to Code Section 199A. 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 (116th Congress). S. 1770, Retirement Security and Savings Act. S. 321, Retirement Security Act (116th Congress). S. 1272, SIMPLE Plan Modernization Act. H.R. 8083, Preserving Employee Retirement Savings Act (116th Congress). S. 1703, Improving Access to Retirement Savings. H.R. 2954, 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 (116th Congress). S. 1233, Small Business Tax Fairness and Compliance Simplification Act. H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. S. 2387, Small Business Tax Fairness Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Taxation/Internal Revenue Code
Proposals related to PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Requirement for paper statements under ERISA. Proposals related to nondiscrimination testing of pension plans. Proposals related to defined benefit plan administration. Proposals related to Code Section 415 limit. Proposals related to employee tax credit for employer retirement contributions. Issues related to Internal Revenue Code Section 415. S. 1770, Retirement Security and Savings Act. S. 2352, Retirement Security Preservation Act (116th Congress). S. 2913/H.R. 5202, Protecting Critical Services for Mothers and Babies Act (116th Congress). S. 1625, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. H.R. 8083, Preserving Employee Retirement Savings Act (116th Congress). S. 1703, Improving Access to Retirement Savings Act. H.R. 2954, 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 (116th Congress). H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R.6738, Retirement Tax Credit Parity for Cooperatives and Charities Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Retirement
Proposals related to PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Requirement for paper statements under ERISA. Proposals related to nondiscrimination testing of pension plans. Proposals related to defined benefit plan administration. Proposals related to Code Section 415 limit. Proposals related to employee tax credit for employer retirement contributions. Issues related to Internal Revenue Code Section 415. S. 1770, Retirement Security and Savings Act. S. 2352, Retirement Security Preservation Act (116th Congress). S. 2913/H.R. 5202, Protecting Critical Services for Mothers and Babies Act (116th Congress). S. 1625, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. H.R. 8083, Preserving Employee Retirement Savings Act (116th Congress). S. 1703, Improving Access to Retirement Savings Act. H.R. 2954, 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 (116th Congress). H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R.6738, Retirement Tax Credit Parity for Cooperatives and Charities Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · second_quarter · Taxation/Internal Revenue Code
Issues related to retirement security and church plans - no specific legislation. P.L. 114-113 - Consolidated Appropriations Act, 2016 - Division Q, Section 336 - issues related to implementation. S. 1770 - Retirement Security and Savings Act - issues related to pensions, church benefits and retirement. H.R. 2954 - Securing a Strong Retirement Act of 2020 - issues related to pensions, church benefits and retirement. P.L. 116-94 - Further Consolidated Appropriations Act, 2020 - Division O, including implementation. H.R. 5891 - Retirement Improvement and Savings Enhancement Act - issues related to pensions, church benefits and retirement. S. 4353 - RISE & SHINE Act - issues related to pensions, church benefits and retirement. EARN Act (Senate Finance Committee Discussion Draft) - issues related to pensions, church benefits and retirement.
Client expense: Not reported · Firm income: $100,000
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
2022 · second_quarter · Taxation/Internal Revenue Code
Issues related to retirement savings. Issues related to automatic rollovers, missing participants, PBGC, and cash-out limits. H.R. 5676, Retirement Plan Modernization Act (116th Congress). S. 1770, Retirement Security and Savings Act. S. 1730, Retirement Savings Lost and Found Act. H.R. 2954, Securing A Strong Retirement Act. IRA investment changes in H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act of 2021. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. S. 4353, RISE & SHINE Act.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · second_quarter · Retirement
Issues related to retirement savings. Issues related to automatic rollovers, missing participants, PBGC, and cash-out limits. H.R. 5676, Retirement Plan Modernization Act (116th Congress). S. 1770, Retirement Security and Savings Act. S. 1730, Retirement Savings Lost and Found Act. H.R. 2954, Securing A Strong Retirement Act. IRA investment changes in H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act of 2021. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. S. 4353, RISE & SHINE Act.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · second_quarter · Taxation/Internal Revenue Code
Comprehensive pension and retirement savings legislation. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to paid family, sick, and medical leave. S. 1770, Retirement Security and Savings Act. S. 2370, Automatic IRA Act (116th Congress). H.R. 2954, Securing a Strong Retirement Act. H.R. 5376, Build Back Better Act. H.R. 2741, Public Service Retirement Fairness Act. H.R. 6912, Pooled Employer Plan Fix Act. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. S. 4353, RISE & SHINE Act. S. 4154, Simplifying Small Business Retirement Savings Act. S. 4153, Incentivizing Small Business Retirement Savings Act.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · second_quarter · Retirement
Comprehensive pension and retirement savings legislation. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to paid family, sick, and medical leave. S. 1770, Retirement Security and Savings Act. S. 2370, Automatic IRA Act (116th Congress). H.R. 2954, Securing a Strong Retirement Act. H.R. 5376, Build Back Better Act. H.R. 2741, Public Service Retirement Fairness Act. H.R. 6912, Pooled Employer Plan Fix Act. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. S. 4353, RISE & SHINE Act. S. 4154, Simplifying Small Business Retirement Savings Act. S. 4153, Incentivizing Small Business Retirement Savings Act.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · second_quarter · Taxation/Internal Revenue Code
Title IV, Division B, Section 206 of P.L. 113-295. W-2 Wage definition under Internal Revenue Code section 199A. H.R. 1907, Retirement Security for American Workers Act (116th Congress). CPEO certifications and improvements. H.R. 1084, Family Savings Act (116th Congress). S. 1770, Retirement Security and Savings Act. Issues related to payroll tax credits and deferrals, including the Employee Retention Credit enacted by H.R. 748, CARES Act (116th Congress). H.R. 2954, Securing a Strong Retirement Act. H.R. 1319, American Rescue Plan Act. H.R. 1304/S. 749, American Innovation and Jobs Act. H.R. 5376, Build Back Better Act.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2022 · second_quarter · Taxation/Internal Revenue Code
Proposals clarifying the status of professional employer organizations. PEO provisions in tax reform proposals. Title IV, Division B, Section 206 of P.L. 113-295. Proposals related to MEPs. W-2 Wage definition under Internal Revenue Code Section 199A. CPEO certification and improvements. H.R. 1907, Retirement Security for American Workers Act (116th Congress). S. 1770, Retirement Security and Savings Act. H.R. 1084, Family Savings Act (116th Congress). Issues related to payroll tax credits and deferrals, including the Employee Retention Tax Credit enacted by H.R. 748, CARES Act (116th Congress). H.R. 2954, Securing A Strong Retirement Act. H.R. 1319, American Rescue Plan Act. H.R. 1304/S. 749, American Innovation and Jobs Act. H.R. 5376, Build Back Better Act.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2022 · second_quarter · Taxation/Internal Revenue Code
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals related to qualifying longevity contracts. Proposals to amend the minimum distribution rules regarding increasing annuity payments. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. S. 4353, RISE & SHINE Act.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · second_quarter · Taxation/Internal Revenue Code
Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creating of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Qualified plan issues. Proposals related to self correcting inadvertent plan errors. Work related to brokerage window investments. Proposals related to electronic disclosure. S. 1770, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). H.R. 4610/S. 3795, RETIRE Act. S. 1272, SIMPLE Plan Modernization Act. S. 321, Retirement Security Act (116th Congress). Issues related to e-notarization. S. 1443/H.R. 2917, Retirement Parity for Student Loans Act. S. 1625, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. S. 1703, Improving Access to Retirement Savings. H.R. 2954, 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 (116th Congress). H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. S. 4353, RISE & SHINE Act. S. 4147/H.R. 7860, Financial Freedom Act.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · second_quarter · Education
H.R. 1043/S. 460, Employer Participation in Repayment Act (116th Congress). Student loan retirement match proposal. Issues related to E-notarization. PROSPER Act. S. 1770, Retirement Security and Savings Act. S. 1443/H.R. 2917, Retirement Parity for Student Loans Act. H.R. 2954, Securing a Strong Retirement Act. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. S. 4353, RISE & SHINE Act.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · second_quarter · Retirement
Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creating of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Qualified plan issues. Proposals related to self correcting inadvertent plan errors. Work related to brokerage window investments. Proposals related to electronic disclosure. S. 1770, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). H.R. 4610/S. 3795, RETIRE Act. S. 1272, SIMPLE Plan Modernization Act. S. 321, Retirement Security Act (116th Congress). Issues related to e-notarization. S. 1443/H.R. 2917, Retirement Parity for Student Loans Act. S. 1625, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. S. 1703, Improving Access to Retirement Savings. H.R. 2954, 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 (116th Congress). H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. S. 4353, RISE & SHINE Act. S. 4147/H.R. 7860, Financial Freedom Act.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · second_quarter · Retirement
Proposals related to PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Proposals related to nondiscrimination testing of pension plans. Proposals related to defined benefit plan administration. Proposals related to Code Section 415 limit. Proposals related to employee tax credit for employer retirement contributions. Issues related to Internal Revenue Code Section 415. S. 1770, Retirement Security and Savings Act. S. 2352, Retirement Security Preservation Act (116th Congress). S. 2913/H.R. 5202, Protecting Critical Services for Mothers and Babies Act (116th Congress). S. 1625, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. H.R. 8083, Preserving Employee Retirement Savings Act (116th Congress). S. 1703, Improving Access to Retirement Savings Act. H.R. 2954, 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 (116th Congress). H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R.6738, Retirement Tax Credit Parity for Cooperatives and Charities Act. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. S. 4353, RISE & SHINE Act.ratives and Charities Act.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · second_quarter · Taxation/Internal Revenue Code
Proposals related to PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Proposals related to nondiscrimination testing of pension plans. Proposals related to defined benefit plan administration. Proposals related to Code Section 415 limit. Proposals related to employee tax credit for employer retirement contributions. Issues related to Internal Revenue Code Section 415. S. 1770, Retirement Security and Savings Act. S. 2352, Retirement Security Preservation Act (116th Congress). S. 2913/H.R. 5202, Protecting Critical Services for Mothers and Babies Act (116th Congress). S. 1625, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. H.R. 8083, Preserving Employee Retirement Savings Act (116th Congress). S. 1703, Improving Access to Retirement Savings Act. H.R. 2954, 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 (116th Congress). H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R.6738, Retirement Tax Credit Parity for Cooperatives and Charities Act. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. S. 4353, RISE & SHINE Act.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · second_quarter · Taxation/Internal Revenue Code
Proposals to enhance retirement savings opportunities for employers, employees, and individuals, including self correcting inadvertent plan errors. Small business tax credit. Issues related to Code Section 199A. 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 (116th Congress). S. 1770, Retirement Security and Savings Act. S. 321, Retirement Security Act (116th Congress). S. 1272, SIMPLE Plan Modernization Act. H.R. 8083, Preserving Employee Retirement Savings Act (116th Congress). S. 1703, Improving Access to Retirement Savings. H.R. 2954, 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 (116th Congress). S. 1233, Small Business Tax Fairness and Compliance Simplification Act. H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. S. 2387, Small Business Tax Fairness Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. S. 4353, RISE & SHINE Act.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · second_quarter · Retirement
Proposals to enhance retirement savings opportunities for employers, employees, and individuals, including self correcting inadvertent plan errors. Small business tax credit. Issues related to Code Section 199A. 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 (116th Congress). S. 1770, Retirement Security and Savings Act. S. 321, Retirement Security Act (116th Congress). S. 1272, SIMPLE Plan Modernization Act. H.R. 8083, Preserving Employee Retirement Savings Act (116th Congress). S. 1703, Improving Access to Retirement Savings. H.R. 2954, 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 (116th Congress). S. 1233, Small Business Tax Fairness and Compliance Simplification Act. H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. S. 2387, Small Business Tax Fairness Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. S. 4353, RISE & SHINE Act.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · first_quarter · Taxation/Internal Revenue Code
Issues related to retirement security and church plans - no specific legislation. P.L. 114-113 - Consolidated Appropriations Act, 2016 - Division Q, Section 336 - issues related to implementation. S. 1770 - Retirement Security and Savings Act - issues related to pensions, church benefits and retirement. H.R. 2954 - Securing a Strong Retirement Act of 2020 - issues related to pensions, church benefits and retirement. P.L. 116-94 - Further Consolidated Appropriations Act, 2020 - Division O, including implementation. H.R. 5891 - Retirement Improvement and Savings Enhancement Act - issues related to pensions, church benefits and retirement.
Client expense: Not reported · Firm income: $120,000
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
2022 · first_quarter · Taxation/Internal Revenue Code
Issues related to retirement savings. Issues related to automatic rollovers, missing participants, PBGC, and cash-out limits. H.R. 5676, Retirement Plan Modernization Act (116th Congress). S. 1770, Retirement Security and Savings Act. S. 1730, Retirement Savings Lost and Found Act. H.R. 2954, Securing A Strong Retirement Act. IRA investment changes in H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act of 2021.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE