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Legislative Progress
Introduced
February 4, 2019
Latest Action
February 4, 2019
Primary Sponsor
Susan M. CollinsRepublican(ME)
Momentum (last 30 days)
0
score
0 actions · 0 new cosponsors · 0 votes
Speed vs cohort
0pct
0d open
vs 5,086 other S bills in the 116th — cohort avg 30d
Retirement Security Act of 2019 This bill modifies various requirements and tax credits for employer-provided retirement plans. The bill modifies the qualification requirements for certain multiple employer plans with pooled providers. The bill applies to defined contribution plans that (1) are maintained by employers that have a common interest other than having adopted the plan, or (2) have a pooled plan provider. Such a plan that meets specified requirements may not be disqualified or otherwise lose its tax-favored status because a participating employer fails to take actions required with respect to the plan. The bill also (1) permits pooled employer plans that meet certain requirements to be treated under the Employee Retirement Income Security Act of 1974 (ERISA) as a single employee pension benefit plan or single pension plan that is a multiple employer plan, and (2) modifies reporting requirements for pooled employer and multiple employer plans. With respect to 401(k) retirement plans, the bill (1) modifies requirements related to default rates for elective deferrals under automatic enrollment plans, the election of safe harbor 401(k) status, and nondiscrimination rules; (2) allows a business-related safe harbor adoption tax credit for small employers, and (3) requires the Department of the Treasury to simplify regulations regarding the timing of participant notices. The bill also (1) increases the limit on the amount of the tax credit for small employer pension plan startup costs, and (2) allows a business-related tax credit for small employers who include and maintain an automatic contribution arrangement in an employer-sponsored retirement plan.
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 (17)
Read twice and referred to the Committee on Finance. (Sponsor introductory remarks on measure: CR S834-835)
Introduced in Senate
Bills with similar content found using semantic analysis.
Sources: Congress.gov
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
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
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
2022 · fourth_quarter · Taxation/Internal Revenue Code
Proposals related to small business retirement issues and retirement savings issues. SIMPLE IRAs. Issues related to automatic enrollment. Partnership tax issues. Required minimum distribution issues. Proposals to assist military spouses. Issues related to emergency savings. Proposals related to net investment income. S. 321, Retirement Security Act (116th Congress). H.R. 4117, IRA Preservation Act (116th Congress). H.R. 1453/S. 1273, Military Spouses Retirement Security Act. S. 1703, Improving Access to Retirement Savings 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. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. S. 1233/H.R. 821, Small Business Tax Fairness and Compliance Simplification Act. H.R. 5376, Build Back Better Act. S. 2387, Small Business Tax Fairness Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. S. 4353, RISE & SHINE Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S.1272, SIMPLE Plan Modernization Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022.
Client expense: Not reported · Firm income: $30,000
| HR 1084 |
116th |
| Related bill |
| HR 1007 | 116th | Related bill |
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Retirement
Proposals related to small business retirement issues and retirement savings issues. SIMPLE IRAs. Issues related to automatic enrollment. Partnership tax issues. Required minimum distribution issues. Proposals to assist military spouses. Issues related to emergency savings. Proposals related to net investment income. S. 321, Retirement Security Act (116th Congress). H.R. 4117, IRA Preservation Act (116th Congress). H.R. 1453/S. 1273, Military Spouses Retirement Security Act. S. 1703, Improving Access to Retirement Savings 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. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. S. 1233/H.R. 821, Small Business Tax Fairness and Compliance Simplification Act. H.R. 5376, Build Back Better Act. S. 2387, Small Business Tax Fairness Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. S. 4353, RISE & SHINE Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S.1272, SIMPLE Plan Modernization Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
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 · 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 · Retirement
Proposals related to small business retirement issues and retirement savings issues. SIMPLE IRAs. Issues related to automatic enrollment. Partnership tax issues. Required minimum distribution issues. Proposals to assist military spouses. Issues related to emergency savings. Proposals related to net investment income. S. 321, Retirement Security Act (116th Congress). H.R. 4117, IRA Preservation Act (116th Congress). H.R. 1453/S. 1273, Military Spouses Retirement Security Act. S. 1703, Improving Access to Retirement Savings 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. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. S. 1233/H.R. 821, Small Business Tax Fairness and Compliance Simplification Act. H.R. 5376, Build Back Better Act. S. 2387, Small Business Tax Fairness Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. S. 4353, RISE & SHINE Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S.1272, SIMPLE Plan Modernization Act.
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Taxation/Internal Revenue Code
Proposals related to small business retirement issues and retirement savings issues. SIMPLE IRAs. Issues related to automatic enrollment. Partnership tax issues. Required minimum distribution issues. Proposals to assist military spouses. Issues related to emergency savings. Proposals related to net investment income. S. 321, Retirement Security Act (116th Congress). H.R. 4117, IRA Preservation Act (116th Congress). H.R. 1453/S. 1273, Military Spouses Retirement Security Act. S. 1703, Improving Access to Retirement Savings 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. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. S. 1233/H.R. 821, Small Business Tax Fairness and Compliance Simplification Act. H.R. 5376, Build Back Better Act. S. 2387, Small Business Tax Fairness Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. S. 4353, RISE & SHINE Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S.1272, SIMPLE Plan Modernization Act.
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · second_quarter · Retirement
Proposals related to small business retirement issues and retirement savings issues. SIMPLE IRAs. Issues related to automatic enrollment. Partnership tax issues. Required minimum distribution issues. Proposals to assist military spouses. Issues related to emergency savings. Proposals related to net investment income. S. 321, Retirement Security Act (116th Congress). H.R. 4117, IRA Preservation Act (116th Congress). H.R. 1453/S. 1273, Military Spouses Retirement Security Act. S. 1703, Improving Access to Retirement Savings 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. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. S. 1233/H.R. 821, Small Business Tax Fairness and Compliance Simplification Act. H.R. 5376, Build Back Better Act. S. 2387, Small Business Tax Fairness Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. S. 4353, RISE & SHINE Act. Enhancing American Retirement Now (EARN) Act, as passed by the Senate Finance Committee.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · second_quarter · Taxation/Internal Revenue Code
Proposals related to small business retirement issues and retirement savings issues. SIMPLE IRAs. Issues related to automatic enrollment. Partnership tax issues. Required minimum distribution issues. Proposals to assist military spouses. Issues related to emergency savings. Proposals related to net investment income. S. 321, Retirement Security Act (116th Congress). H.R. 4117, IRA Preservation Act (116th Congress). H.R. 1453/S. 1273, Military Spouses Retirement Security Act. S. 1703, Improving Access to Retirement Savings 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. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. S. 1233/H.R. 821, Small Business Tax Fairness and Compliance Simplification Act. H.R. 5376, Build Back Better Act. S. 2387, Small Business Tax Fairness Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. S. 4353, RISE & SHINE Act. Enhancing American Retirement Now (EARN) Act, as passed by the Senate Finance Committee.
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 · 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 · 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 · 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. 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.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · first_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. 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.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · first_quarter · Taxation/Internal Revenue Code
Proposals related to small business retirement issues and retirement savings issues. SIMPLE IRAs. Issues related to automatic enrollment. Partnership tax issues. Required minimum distribution issues. Proposals to assist military spouses. Issues related to Code Section 199A. Issues related to emergency savings. Proposals related to net investment income. S. 321, Retirement Security Act (116th Congress). H.R. 4117, IRA Preservation Act (116th Congress). H.R. 1453/S. 1273, Military Spouses Retirement Security Act. S. 1703, Improving Access to Retirement Savings 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. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. S. 1233/H.R. 821, Small Business Tax Fairness and Compliance Simplification Act. H.R. 5376, Build Back Better Act. S. 2387, Small Business Tax Fairness Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act.
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · first_quarter · Retirement
Proposals related to small business retirement issues and retirement savings issues. SIMPLE IRAs. Issues related to automatic enrollment. Partnership tax issues. Required minimum distribution issues. Proposals to assist military spouses. Issues related to Code Section 199A. Issues related to emergency savings. Proposals related to net investment income. S. 321, Retirement Security Act (116th Congress). H.R. 4117, IRA Preservation Act (116th Congress). H.R. 1453/S. 1273, Military Spouses Retirement Security Act. S. 1703, Improving Access to Retirement Savings 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. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. S. 1233/H.R. 821, Small Business Tax Fairness and Compliance Simplification Act. H.R. 5376, Build Back Better Act. S. 2387, Small Business Tax Fairness Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act.
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · first_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
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · first_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
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2021 · fourth_quarter · Retirement
Proposals related to small business retirement issues and retirement savings issues. SIMPLE IRAs. Partnership tax issues. Required minimum distribution issues. Proposals to assist military spouses. Issues related to Code Section 199A. Proposals related to net investment income. S. 321, Retirement Security Act (116th Congress). H.R. 4117, IRA Preservation Act (116th Congress). H.R. 1453/S. 1273, Military Spouses Retirement Security Act. S. 1703, Improving Access to Retirement Savings 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. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. S. 1233/H.R. 821, Small Business Tax Fairness and Compliance Simplification Act. H.R. 5376, Build Back Better Act. S. 2387, Small Business Tax Fairness Act.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2021 · fourth_quarter · Taxation/Internal Revenue Code
Proposals related to small business retirement issues and retirement savings issues. SIMPLE IRAs. Partnership tax issues. Required minimum distribution issues. Proposals to assist military spouses. Issues related to Code Section 199A. Proposals related to net investment income. S. 321, Retirement Security Act (116th Congress). H.R. 4117, IRA Preservation Act (116th Congress). H.R. 1453/S. 1273, Military Spouses Retirement Security Act. S. 1703, Improving Access to Retirement Savings 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. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. S. 1233/H.R. 821, Small Business Tax Fairness and Compliance Simplification Act. H.R. 5376, Build Back Better Act. S. 2387, Small Business Tax Fairness Act.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2021 · 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. 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.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2021 · 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. 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.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2021 · 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.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2021 · 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.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2021 · third_quarter · Retirement
Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creation of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Issues related to the Department of Labor's regulation defining fiduciary. Qualified plan issues. Proposals related to self correcting inadvertent plan errors. Proposals that would consolidate various retirement and IRA types. Proposals related to annuity incentives. Proposals related to electronic disclosure. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). S. 321, Retirement Security Act (116th Congress). Proposals related to ETFs and variable annuities. H.R. 2951, To direct the Secretary of the Treasury to modify certain regulations relating to insurance dedicated exchange traded funds. 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. 1319, the American Rescue Plan Act. S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 5376, Build Back Better Act.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2021 · 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 creation of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Issues related to the Department of Labor's regulation defining fiduciary. Qualified plan issues. Proposals related to self correcting inadvertent plan errors. Proposals that would consolidate various retirement and IRA types. Proposals related to annuity incentives. Proposals related to electronic disclosure. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). S. 321, Retirement Security Act (116th Congress). Proposals related to ETFs and variable annuities. H.R. 2951, To direct the Secretary of the Treasury to modify certain regulations relating to insurance dedicated exchange traded funds. 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. 1319, the American Rescue Plan Act. S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 5376, Build Back Better Act.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2021 · 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. 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). 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.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2021 · 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. 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). 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.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2021 · 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.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2021 · 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.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2021 · third_quarter · Retirement
Proposals related to small business retirement issues and retirement savings issues. SIMPLE IRAs. Partnership tax issues. Required minimum distribution issues. Proposals to assist military spouses. Issues related to Code Section 199A. S. 321, Retirement Security Act (116th Congress). H.R. 4117, IRA Preservation Act (116th Congress). H.R. 1453/S. 1273, Military Spouses Retirement Security Act. S. 1703, Improving Access to Retirement Savings 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. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. S. 1233/H.R. 821, Small Business Tax Fairness and Compliance Simplification Act. H.R. 5376, Build Back Better Act.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2021 · third_quarter · Taxation/Internal Revenue Code
Proposals related to small business retirement issues and retirement savings issues. SIMPLE IRAs. Partnership tax issues. Required minimum distribution issues. Proposals to assist military spouses. Issues related to Code Section 199A. S. 321, Retirement Security Act (116th Congress). H.R. 4117, IRA Preservation Act (116th Congress). H.R. 1453/S. 1273, Military Spouses Retirement Security Act. S. 1703, Improving Access to Retirement Savings 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. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. S. 1233/H.R. 821, Small Business Tax Fairness and Compliance Simplification Act. H.R. 5376, Build Back Better Act.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2021 · second_quarter · Retirement
Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creation of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Proposals related to employee tax credit for employer retirement contributions. Issues related to the Department of Labor's regulation defining fiduciary. Qualified plan issues. Proposals related to self correcting inadvertent plan errors. Proposals that would consolidate various retirement and IRA types. Proposals related to annuity incentives. Proposals related to electronic disclosure. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). S. 321, Retirement Security Act (116th Congress). Proposals related to ETFs and variable annuities. H.R. 2951, To direct the Secretary of the Treasury to modify certain regulations relating to insurance dedicated exchange traded funds. 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. 1319, the American Rescue Plan Act.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2021 · 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. Issues related to the Department of Labor's regulation defining fiduciary. Qualified plan issues. Proposals related to self correcting inadvertent plan errors. Proposals related to electronic disclosure. S. 1770, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). S. 1272, SIMPLE Plan Modernization Act. S. 321, Retirement Security Act (116th Congress). Issues related to e-notarization. S. 1428/H.R. 6276, Retirement Parity for Student Loans Act (116th Congress). 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).
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2021 · 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. Issues related to the Department of Labor's regulation defining fiduciary. Qualified plan issues. Proposals related to self correcting inadvertent plan errors. Proposals related to electronic disclosure. S. 1770, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). S. 1272, SIMPLE Plan Modernization Act. S. 321, Retirement Security Act (116th Congress). Issues related to e-notarization. S. 1428/H.R. 6276, Retirement Parity for Student Loans Act (116th Congress). 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).
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2021 · 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 creation of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Issues related to the Department of Labor's regulation defining fiduciary. Qualified plan issues. Proposals related to self correcting inadvertent plan errors. Proposals that would consolidate various retirement and IRA types. Proposals related to annuity incentives. Proposals related to electronic disclosure. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). S. 321, Retirement Security Act (116th Congress). Proposals related to ETFs and variable annuities. H.R. 2951, To direct the Secretary of the Treasury to modify certain regulations relating to insurance dedicated exchange traded funds. 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. 1319, the American Rescue Plan Act. S. 1870, Enhancing Emergency and Retirement Savings Act.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2021 · second_quarter · Retirement
Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creation of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Issues related to the Department of Labor's regulation defining fiduciary. Qualified plan issues. Proposals related to self correcting inadvertent plan errors. Proposals that would consolidate various retirement and IRA types. Proposals related to annuity incentives. Proposals related to electronic disclosure. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). S. 321, Retirement Security Act (116th Congress). Proposals related to ETFs and variable annuities. H.R. 2951, To direct the Secretary of the Treasury to modify certain regulations relating to insurance dedicated exchange traded funds. 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. 1319, the American Rescue Plan Act. S. 1870, Enhancing Emergency and Retirement Savings Act.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2021 · 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 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).
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2021 · 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 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).
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2021 · second_quarter · Retirement
Proposals related to small business retirement issues and retirement savings issues. SIMPLE IRAs. Required minimum distribution issues. Proposals to assist military spouses. S. 321, Retirement Security Act (116th Congress). H.R. 4117, IRA Preservation Act (116th Congress). H.R. 1453/S. 1273, Military Spouses Retirement Security Act. S. 1703, Improving Access to Retirement Savings 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. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2021 · second_quarter · Taxation/Internal Revenue Code
Proposals related to small business retirement issues and retirement savings issues. SIMPLE IRAs. Required minimum distribution issues. Proposals to assist military spouses. S. 321, Retirement Security Act (116th Congress). H.R. 4117, IRA Preservation Act (116th Congress). H.R. 1453/S. 1273, Military Spouses Retirement Security Act. S. 1703, Improving Access to Retirement Savings 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. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2021 · first_quarter · Taxation/Internal Revenue Code
Legislation and rulemaking affecting annuities, variable life products and retirement savings, including Trump Administration and Congressional proposals on tax reform. Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions that proposed changes to the Internal Revenue Code, including, but not limited to, the Department of the Treasury's Longevity Annuity Contracts Notice of Proposed Rulemaking (REG-115809-11). Treasury - IRS Proposed Rulemaking: Updated Life Expectancy and Distribution Period Tables Used for Purposes of Determining Minimum Required Distributions (26 CFR Part 1 [REG-132210-18] RIN 1545-BP11). Treasury - IRS Proposed Rulemaking: Multiple Employer Plans (26 CFR Part 1 [REG-121508-18] RIN 1545-BO97). DOL - EBSA Request for Information - Open MEPs and Other Issues under Section 3(5) of the Employee Retirement Income Security Act (29 CFR Parts 2510). DOL - EBSA Proposed PTE for Pooled Employer Plans Under the SECURE Act and Other Multiple Employer Plans RFI (85 FR 36880 - Application No. D-12010 - Document Number: 2020-13142). DOL - EBSA - Financial Factors in Selecting Plan Investments - ZRIN 1210-AB95 Treasury Department - IRS - Multiple Employer Plans - (26 CFR Part 1 [REG-121508-18]). The Automatic Retirement Plan Act of 2017 (H.R. 4523 - 115th Congress). The Retirement Plan Simplification Act of 2017 (H.R. 4524 - 115th Congress). The Receiving Electronic Statements To Improve Retiree Earnings Act (H.R. 4610 - 115th Congress). Women's Retirement Protection Act (S.975/H.R. 2005 - 116th Congress). Retirement Security Flexibility Act of 2019 (S.1020 - 116th Congress). Refund to Rainy Day Savings Act (S.1018 - 116th Congress). A bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the requirements for multiple employer plans, and for other purposes (S.1011 - 116th Congress). Strengthening Financial Security Through Short-Term Savings Accounts Act of 2019 (S.1019 - 116th Congress). Savings for the Future Act (H.R. 2120 - 116th Congress). Social Security 2100 Act (S.269/H.R. 860 - 116th Congress). SIMPLE Plan Modernization Act (S.322 - 116th Congress). Retirement Security Act of 2019 (S.321 - 116th Congress). Surviving Widow(er) Income Fair Treatment (SWIFT) Act (S.345 - 116th Congress). Wall Street Tax Act of 2019 (S.647/H.R. 1516 - 116th Congress). Expanding Access to Retirement Savings for Caregivers Act (H.R. 3078 - 116th Congress). Retirement Parity for Student Loans Act (S.1428 - 116th Congress). Legacy IRA Act (S.1257 - 116th Congress). Inclusive Prosperity Act of 2019 (S.1587/H.R. 2923 - 116th Congress). Retirement Security Preservation Act of 2019 (S.2352 - 116th Congress). Securing Additional Value for Every Retirement Saver (SAVERS) Act (H.R. 6562). The Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act (H.R. 6800). The Servicemember Retirement Improvement Act (H.R. 905 - 116th Congress). The Moving Forward Act (H.R. 2 - 116th Congress). Retirement Savings Lost & Found Act 2020 (S.4192/ H.R. 7439 - 116th Congress). Addressing Missing-savings Opportunities for Retirement due to an Epidemic Act (AMORE Act) (S.4297 - 116th Congress). Military Spouses Retirement Security Act (H.R. 7927 -116th Congress). Preserving Employee Retirement Savings Act (H.R. 8083 - 116th Congress). The HEROES Act (H.R. 925 - 116th Congress). American Workers, Families, and Employers Assistance Act (S.4318 - 116th Congress). Retirement Savings and Security Act (S.1431 - 116th Congress). Securing a Strong Retirement Act of 2020 (H.R. 8696 - 116th Congress). Improving Access to Retirement Savings Act (S.5064 - 116th Congress). Lifetime Income for Employees Act (HR. 8990 - 116th Congress). American Rescue Plan Act of 2021 (Public Law No: 117-2). Implementation of Continuing Appropriations Act, 2021 and Other Extensions Act (P.L. 116-159 - 116th Congress). Implementation of the Coronavirus Aid, Relief and Economic Security (CARES) Act (Public Law No: 116-136). DOL implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury/IRS implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94).
Client expense: $130,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of