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Legislative Progress
Momentum (last 30 days)
0
score
0 actions · 0 new cosponsors · 0 votes
Speed vs cohort
84pct
14d open
vs 5,357 other S bills in the 117th — cohort avg 38d
Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg Act or the RISE & SHINE Act This bill makes various changes with respect to employer-sponsored retirement plans. For example, the bill allows plans sponsored by charities, educational institutions, and nonprofit organizations (i.e., 403(b) retirement plans) to participate in multiple employer plans and pooled employer plans. The bill also revises the notice and disclosure requirements for certain retirement plans, and it permits plan sponsors to make emergency savings accounts available to participants of defined contribution plans.
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.
Placed on Senate Legislative Calendar under General Orders. Calendar No. 426.
Committee on Health, Education, Labor, and Pensions. Reported by Senator Murray with amendments. Without written report.
Committee on Health, Education, Labor, and Pensions. Ordered to be reported with amendments favorably.
Read twice and referred to the Committee on Health, Education, Labor, and Pensions.
Introduced in Senate
Bills with similar content found using semantic analysis.
Sources: Congress.gov
2023 · second_quarter · Retirement
Retirement Security Issues House and Senate Budget Reconciliation bill HR3962 Securing and Enabling Commerce Using Remote Online Notarization Act (117th Congress) HR4865 Registered Index Linked Annuity (RILA) Act (117th Congress) S.4353 Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg (RISE & SHINE) Act (117th Congress) S. 4808 Enhancing American Retirement Now (EARN) (117th Congress)
Client expense: $40,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Retirement
Support S.1443 and H.R.2917, Retirement Parity for Student Loans Act of 2021. Support H.R.2954 Secure a Strong Retirement Act and S.1770 Retirement Savings and Security to promote the adoption of employer sponsored retirement savings plans and employee participation in such plans. Support S. 4353, RISE & SHINE Act (retirement). Support S. 4808 Enhancing American Retirement Now (EARN) Act.
Client expense: $160,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Insurance
Work to keep insurance regulated by the states and not by the Consumer Financial Protection Bureau or set by international bodies. Oppose legislation to repeal the McCarran-Ferguson antitrust exemption for the business of insurance. Advocate for privacy measures in line with GLBA and HIPAA as applied to financial services. Support H.R. 8152 American Data Privacy & Protection Act. Support HFSC Ranking Member Patrick McHenry's Data Privacy Discussion Draft. Oppose legislation to provide retroactive pandemic business interruption insurance. Support legislation of e-signatures, e-disclosures, and e-notarizations, including S. 3715 E-Sign Modernization Act. Support H.R.3962 and S.1625, SECURE Notarization Act of 2021. Support H.R. 4350/S. 2792, NDAA for FY 2022 - includes both SAFE Banking and SECURE Notarization Act. Support increased CDFI and MDI funding in President's FY 2023 Budget Proposal and House Appropriations FSSC bill. Support "Build America Bonds" for infrastructure. Support S.1443 and H.R.2917, Retirement Parity for Student Loans Act of 2021. Support H.R.1996/H.R. 7900/S.910 Secure and Fair Enforcement Banking SAFE Act - This bill generally prohibits a federal regulator from penalizing a financial institution for providing services to a legitimate cannabis-related business. Support H.R.2954 Secure a Strong Retirement Act and S.1770 Retirement Savings and Security to promote the adoption of employer sponsored retirement savings plans and employee participation in such plans. Support S. 4353 RISE & SHINE Act (retirement). Support S4808 SFC Enhancing American Retirement Now (EARN) Act Discussion Draft. Support life insurance tax stabilization provision and 2022 Budget Reconciliation to Build Back Better. Support Expanding Financial Access for Underserved Communities Act.
Client expense: $160,000 · Firm income: Not reported
2022 · third_quarter · Financial Institutions/Investments/Securities
Work to keep insurance regulated by the states and not by the Consumer Financial Protection Bureau or set by international bodies. Oppose legislation to repeal the McCarran-Ferguson antitrust exemption for the business of insurance. Advocate for privacy measures in line with GLBA and HIPAA as applied to financial services. Support H.R. 8152 American Data Privacy & Protection Act. Support HFSC Ranking Member Patrick McHenry's Data Privacy Discussion Draft. Oppose legislation to provide retroactive pandemic business interruption insurance. Support legislation of e-signatures, e-disclosures, and e-notarizations, including S. 3715 E-Sign Modernization Act. Support H.R.3962 and S.1625 SECURE Notarization Act of 2021. Support H.R. 4350/H.R. 7900/S. 2792, NDAA for FY 2022 - includes both SAFE Banking and SECURE Notarization Act. Support increased CDFI and MDI funding in President's FY 2023 Budget Proposal and House Appropriations FSSC Bill. Support "Build America Bonds" for infrastructure. Support S.1443 and H.R.2917, Retirement Parity for Student Loans Act of 2021. Support H.R.1996/S.910 Secure and Fair Enforcement Banking SAFE Act - This bill generally prohibits a federal regulator from penalizing a financial institution for providing services to a legitimate cannabis-related business. Support H.R. 2954 Secure a Strong Retirement Act and S. 1770 Retirement Savings and Security to promote the adoption of employer sponsored retirement savings plans and employee participation in such plans. Support S. 4353 RISE & SHINE Act (retirement). Support S. 4808 SFC Enhancing American Retirement Now (EARN) Act Discussion Draft. Support Expanding Financial Access for Underserved Communities Act. Support life insurance tax stabilization provision and 2022 Budget Reconciliation to Build Back Better. Oppose H.R. 8874/S. 4674 Credit Card Competition Act of 2022.
2022 · fourth_quarter · Retirement
Department of Labor proposed rule on the definition term "fiduciary": (RIN: 1210-AC02) H.R. 2954, Securing a Strong Retirement Act of 2022 S. 1770, Retirement Security and Savings Act of 2021 S. 4808, EARN Act S. 4353, RISE & SHINE Act P.L. 117-328, Consolidated Appropriations Act of 2023, Division T, SECURE 2.0 Act of 2023
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
| S 4087 |
117th |
| Related bill |
| S 4086 | 117th | Related bill |
| HR 6024 | 117th | Related bill |
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Client expense: $160,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Financial Institutions/Investments/Securities
Issues/Topics Child Tax Credit Earned Income Tax Credit Workplace Investment Opportunity Act Social Security solvency Social Security claiming Small business procurement reform Small business access to capital SBIR/STTR reauthorization SBA 7(a) program SBA reauthorization SBA SBIC program SBA entrepreneurial development programs SBA SBLC moratorium Retirement earnings test Small business competitiveness Small business child care Supply chain resilience Emergency savings Workplace retirement savings Corporate governance Cryptocurrency Bills H.R. 2954, the Securing a Strong Retirement Act S. 2601, the Strengthening Financial Security Through Short-Term Savings Accounts Act S. 2602, the Retirement Security Flexibility Act H.R. 6217 / S. 2690, the Expanding Access to Credit for Small Businesses Act H.R. 652 / S. 3109, the RAMP for Innovators Act S. 3896, the Empowering Women in Small Business Act H.R. 6347, the Military Spouse Entrepreneurship Act S. 4353, the RISE & Shine Act H.R. 7687 / S. 384, the 21st Century Entrepreneurship Act S. 4310, the Emergency Savings Act H.R. 4346, the CHIPS and Science Act S. 4808, the EARN Act S. 4900, the SBIR and STTR Extension Act
Client expense: $960,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Financial Institutions/Investments/Securities
Issues/Topics Child Tax Credit Earned Income Tax Credit Workplace Investment Opportunity Act Social Security solvency Social Security claiming Small business procurement reform Small business access to capital SBIR/STTR reauthorization SBA 7(a) program SBA reauthorization SBA SBIC program SBA entrepreneurial development programs SBA SBLC moratorium Retirement earnings test Small business competitiveness Small business child care Supply chain resilience Emergency savings Workplace retirement savings Corporate governance Cryptocurrency Bills H.R. 2954, the Securing a Strong Retirement Act S. 2601, the Strengthening Financial Security Through Short-Term Savings Accounts Act S. 2602, the Retirement Security Flexibility Act H.R. 6217 / S. 2690, the Expanding Access to Credit for Small Businesses Act H.R. 652 / S. 3109, the RAMP for Innovators Act S. 3896, the Empowering Women in Small Business Act H.R. 6347, the Military Spouse Entrepreneurship Act S. 4353, the RISE & Shine Act H.R. 7687 / S. 384, the 21st Century Entrepreneurship Act S. 4310, the Emergency Savings Act H.R. 4346, the CHIPS and Science Act S. 4808, the EARN Act S. 4900, the SBIR and STTR Extension Act
Client expense: $870,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Computer Industry
General lobbying and discussions regarding issues affecting online businesses, and lobbying on the following bills: S. 673/H.R. 1735 - Journalism Competition and Preservation Act of 2021; S. 2710/H.R. 7030 - Open App Markets Act; S. 2992/H.R. 3816 - American Innovation and Choice Online Act; and S. 4353/H.R. 8576 Travel Nursing Agency Transparency Act.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Insurance
All legislation and regulation impacting fixed annuities. Department of Labor- Improving Investment Advice for Workers & Retirees (ZRIN 1210-ZA29). S. 1770, the Retirement Security and Savings Act. Support for expanding qualified longevity annuity contracts. H.R. 2954, the Securing a Strong Retirement Act. H.R. 6746, the Lifetime Income For Employees (LIFE) Act of 2022. S. 4808, the Enhancing American Retirement Now Act. S. 4353, the Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg Act. H.R. 2617, the Consolidated Appropriations Act, 2023 - Division T
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Retirement
All legislation and regulation impacting fixed annuities. Department of Labor- Improving Investment Advice for Workers & Retirees (ZRIN 1210-ZA29). S. 1770, the Retirement Security and Savings Act. H.R. 2954, the Securing a Strong Retirement Act. H.R. 6746, the Lifetime Income For Employees (LIFE) Act of 2022. H.R. 2954, the Securing a Strong Retirement Act. H.R. 6746, the Lifetime Income For Employees (LIFE) Act of 2022. S. 4808, the Enhancing American Retirement Now Act. S. 4353, the Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg Act. H.R. 2617, the Consolidated Appropriations Act, 2023 - Division T Support for extending the required minimum distribution age to 75. Support for expanding qualified longevity annuity contracts.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Retirement
H.R.8005/S.4365, Social Security Expansion Act, Entirety H.R.5723, Social Security 2100, A Sacred Trust, Entirety H.R.82/S.1302, the Social Security Fairness Act of 2021, Social Security Windfall Elimination Provision and Government Pension Offset Monitor the following: S.4353, Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg Act (RISE and SHINE Act) Entirety Enhancing American Retirement Now Act, Entirety H.R.2337, Public Servants Protection and Fairness Act of 2021, Entirety Social Security Administration, FY2023, Budget issues
Client expense: $380,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Computer Industry
Discussions regarding issues affecting online businesses S. 2992/H.R. 3816 American Innovation and Choice Online Act S. 2710/H.R. 7030 Open App Markets Act S. 673/H.R. 1735 Journalism Competition and Preservation Act of 2021 S. 4353/H.R. 8576 Travel Nursing Agency Transparency Act
Client expense: $60,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Retirement policy, including relevant provisions in the original bills (H.R. 2954, the Securing a Strong Retirement Act of 2022, S. 4353, the RISE & SHINE Act, and S. 4808, the Enhancing American Retirement Now Act) and in H.R. 2617, the Consolidated Appropriations Act, 2023, and relevant provisions of S. 4973, the Retirement Savings Modernization Act; retirement savings enhancements, including relevant provisions in the original bills (H.R. 2954, the Securing a Strong Retirement Act of 2022, S. 4353, the RISE & SHINE Act, and S. 4808, the Enhancing American Retirement Now Act) and in H.R. 2617, the Consolidated Appropriations Act, 2023; e-delivery, including relevant provisions of H.R. 9570, the Improving Disclosure for Investors Act of 2022; emergency savings accounts; auto-portability; Environmental, Social, and Governance (ESG) legislation/regulation; ERISA plan investment options, including cryptocurrencies and relevant provisions of S. 4973, the Retirement Savings Modernization Act; remote notarization, including relevant provisions of H.R. 3962, the Securing and Enabling Commerce Using Remote and Electronic Notarization Act of 2022
Client expense: $530,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2022 · fourth_quarter · Retirement
H.R. 2617 - Consolidated Appropriations Act, 2023; provisions relating to retirement security H.R. 2954 - Securing a Strong Retirement Act of 2021; entire bill H.R. 4865 - Registration for Index-Linked Annuities Act (RILA); entire bill H.R. 5891 - Retirement Improvement and Savings Enhancement (RISE) Act; entire bill H.R. 6746 - Lifetime Income for Employees Act; entire bill S. 1272 - SIMPLE Plan Modernization Act; entire bill S. 1770 - Retirement Security and Savings Act of 2021; entire bill S. 1870 - Enhancing Emergency and Retirement Savings Act of 2021; entire bill S. 3198 - Registration for Index Linked Annuities (RILA) Act; entire bill S. 4103 - Helping Parents Save for College Act of 2022; entire bill S. 4353 - RISE & SHINE Act (Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg Act); entire bill S. 4400 - College Savings Recovery Act; entire bill
Client expense: $260,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Retirement
Retirement savings provisions in H.R. 2617, the Consolidated Appropriations Act of 2303. S. 4808, the Enhancing American Retirement Now Act, and S. 4353, the Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg Act.
Client expense: $960,000 · Firm income: Not reported
Government targets: SENATE
2022 · fourth_quarter · Retirement
H.R. 2954, Securing a Strong Retirement Act of 2021 H.R. 7151, Ensuring Sound Guidance Act H.R. 7780, Mental Health Matters Act S. 1770, Retirement Security and Savings Act of 2021 S. 4219, Employee and Retiree Access to Justice Act of 2022 S. 4353, Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg (RISE & SHINE) Act S. 4808, Enhancing American Retirement Now Act or the EARN Act Notice of Proposed Rulemaking, Extension of Comment Period, Pension Benefit Guaranty Corporation; Actuarial Assumptions for Determining an Employers Withdrawal Liability (87 Fed. Reg. 67,853, November 10, 2022) Proposed Rule, Employee Benefits Security Administration; Amendment to Prohibited Transaction Class Exemption 84-14 (the QPAM Exemption) (87 Fed. Reg. 45,204-45,232, July 27, 2022) Various issues relating to multiemployer pension plans; the multiemployer pension recapitalization and reform plan (MPRRP); single employer defined contribution plans and defined benefit plans; fiduciary investment duties and fiduciary status; prohibited transaction exemption procedures; prohibited transaction exemption 84-14; remote notarization; in-service distribution and early retirement subsidies; e-delivery of retirement plan disclosures and notices; funding for single employer pension plans; remote notarization and remote witnessing procedures; brokerage windows in self-directed retirement plans; U.S. Department of Labors review of the definition of investment advice fiduciary; auto-portability of retirement plans; Implementation of Internal Revenue Code Section 411(d)(6), relationship to in-service early retirement Distributions
Client expense: $20,990,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of
2022 · fourth_quarter · Retirement
Single-Employer Pension Plans. Pension Benefit Guaranty Corporation Single-Employer Pension Plan Premiums. Implementation of the Retirement Security & Savings Act of 2021. Implementation of the Securing a Strong Retirement Act of 2021. H.R. 4380 - Pension and Budget Integrity Act. H.R. 5891 - Retirement Improvement and Savings Act (RISE Act), 2022. S. 4353 - Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg Act (RISE & SHINE Act). S. 4808 - Enhancing American Retirement Now Act (EARN Act). H.R. 2954 - Securing a Strong Retirement Act of 2022. H.R. 2617 - Consolidated Appropriations Act, 2023 - Division T, Secure 2.0 Act.
Client expense: $3,950,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Retirement
Pension issues affecting municipal bonds or public pensions. Proposals related to unclaimed retirement savings. HR 2954, Securing a Strong Retirement Act of 2021 and S. 1770, Retirement Security & Savings Act. S. 4808, the Enhancing American Retirement Now (EARN) Act, and S. 4353, the RISE and SHINE Act, Division T of the Consolidated Appropriations Act, 2023 (H.R. 2617, P.L. 117-328).
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Taxation/Internal Revenue Code
Proposals related to ownership of unclaimed savings bonds; H.R. 4085/S. 2854, the Unclaimed Savings Bond Act of 2021. Proposals related to increasing educational savings in and expanding access to 529 college savings plans, or impacting Code section 529; H.R. 2171, S. 905, Division T of the Consolidated Appropriations Act, 2023 (H.R. 2617, P.L. 117-328). Proposals to broaden access for ABLE plans, increasing the age for date of onset of disability under Section 529A; H.R. 1219, S. 331. S. 4808, the Enhancing American Retirement Now (EARN) Act, and S. 4353, the RISE and SHINE Act. Division T of the Consolidated Appropriations Act, 2023 (H.R. 2617, P.L. 117-328).
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Retirement
H.R. 2954, Securing a Strong Retirement Act of 2021, all provisions; S. 306, SECURE Act, all provisions; S. 4808, EARN Act, all provisions; S. 4353, RISE & SHINE Act, all provisions.
Client expense: $1,010,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Banking
Implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act; S.4808, Enhancing American Retirement Now (EARN) Act; S.910, SAFE Banking Act of 2021; S.4241,Investor Democracy is Expected (INDEX) Act; S.4353, Enhancing American Retirement Now (EARN) Act; H.R.2617, Consolidated Appropriations Act, 2023
Client expense: Not reported · Firm income: $10,000
Government targets: SENATE
2022 · fourth_quarter · Retirement
H.R. 6738, Retirement Tax Credit Parity for Cooperatives and Charities Act H.R 2954, the Securing a Strong Retirement Act (SECURE 2.0) H.R. 7310, the Protecting Americas Retirement Security Act S. 4353, the Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg (RISE & SHINE) Act. S. 4808, the Enhancing American Retirement Now (EARN) Act, passed by Senate Finance Committee on June, 22 2022 Draft retirement savings proposals H.R. 2617 - Consolidated Appropriations Act, 2023; Retirement provisions impacting defined-contribution and defined benefit plan
Client expense: $716,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Retirement
H.R. 2954, Securing a Strong Retirement Act S. 4353, the RISE and SHINE Act The Enhancing American Retirement Now (EARN) Act
Client expense: $2,840,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Retirement
Social Security Cost of Living Adjustment (COLA). The Fair COLA for Seniors Act (H.R. 4315): Proposal to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries. Social Security Expansion. The Social Security 2100 Act: A Sacred Trust (H.R. 5723 and S. 3071): Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. The Social Security Expansion Act (S. 4365 and H.R. 8005): A bill to enhance Social Security benefits and ensure the long-term solvency of the Social Security program. The Safeguarding American Families & Expanding Social Security Act of 2021 (S. 3070): Various provisions updating and modernizing Social Security benefits and extending solvency of the Social Security Trust Funds. Protecting and Preserving Social Security Act (H.R. 8467 and S. 4583): A bill to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries and to ensure the long-term solvency of the Social Security program by altering the payroll tax cap. Caregiver Social Security Credits. The Social Security Caregiver Credits Act (H.R. 3632 and S. 1955): Proposal to provide Social Security wage credits for individuals who reduce their participation in the workforce or leave the workforce to provide care to specified family members and relatives. Social Security Government Pension Offset and Windfall Elimination Provision. The Social Security Fairness Act of 2021 (H.R. 82 and S. 1302) and the Public Servants Protection and Fairness Act of 2021 (H.R. 2337): Proposals to repeal or modify the Government Pension Offset and Windfall Elimination Provision. Social Security Notch. (No bill): Proposals to ensure that Social Security benefits for individuals born in 1960 and 1961 are not reduced as a result of the coronavirus-related drop in the average wage index. Protecting Seniors from Garnishment. (No bill): Proposal to protect Social Security beneficiaries from having their Social Security benefits garnished to recover unpaid student loans. Social Security Disability Insurance Claim Adjudication. (H.J. Res. 38): Joint resolution nullifies the rule finalized by the Social Security Administration on November 16, 2020, that outlines when its administrative appeals judges may hold hearings and issue decisions on individual cases. Currently, these judges serve an appellate function where they review, at the request of Social Security claimants, the decisions of the administrative law judges who issue decisions in individual cases. Social Security Overpayments. (No bill): Proposals to protect retirees, survivors and people with disabilities from being forced to repay extra Social Security and Supplemental Security Income (SSI) benefits they received because of the COVID-19 pandemic. Strengthening Beneficiaries Rights. (No bill): Various proposals relating to the protection and rights available to Social Security and Supplemental Security Income beneficiaries. Social Security Benefit Statements. The Know Your Social Security Act (H.R. 4143 and S. 2204): Legislation to implement section 1143 of the Social Security Act by clarifying the Social Security Administration is required to mail annual benefit statements to all workers over age 25. Supplemental Social Security (SSI) Program. The Supplemental Social Security Income Restoration Act (H.R. 3824 and S. 2065): Legislation to strengthen and restore the Social Security Income (SSI) program. Retirement plan distribution: IRS Notice 2021-40 relating to Physical Presence Requirement for Spousal Consents. House Committee on Aging. (H. Res. 583): A Resolution amending the Rules of the House to reestablish a Permanent Select Committee on Aging. Retirement plan fiduciary rule. (No bill or regulation): supporting the Department of Labor moving forward with a modernization of the fiduciary rule and any supporting regulatory changes. Social Security Administration. The Improving Social Securitys Service to Victims of Identity Theft Act (S. 3684 and H.R. 7274): Improving Social Security's service to victims of identity theft by requiring the Social Security Administration to provide a single point of contact for any individual whose Social Security account number has been misused. Social Security Administration: Letter to President Biden requesting the creation of a Beneficiary Advocate within the Social Security Administration. Employer-sponsored Retirement Plan Expansion: (Public Law 117-73): Pertaining to Division T: Security 2.0 Act of 2022: Womens Retirement Protection Act (S. 2446 and H.R. 4678): Provisions improving retirement security for women by expanding eligibility for employer-sponsored plans to more part-time workers; Security a Strong Retirement Act (H.R. 2954): Provisions relating to expanding the SAVERS tax credit for low-income workers saving for retirement and the lost-plan pension registry; Retirement Improvement and Savings Enhancement Act of 2021 (RISE Act) (H.R. 5891): Provisions relating to improving retirement savings; Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg Act (RISE & SHINE Act) (S. 4353): Provisions relating to protections for retirement savers; Enhancing American Retirement Now Act of 2022 (EARN Act) (S. 4808): Provisions relating to expanding the SAVERS tax credit for low-income workers saving for retirement, lost-plan registry and increasing asset limits for Supplemental Security Income (SSI) beneficiaries saving for retirement.
Client expense: Not reported · Firm income: $37,000
Government targets: Administration on Aging, Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Justice, Dept of (DOJ), Labor, Dept of (DOL), SENATE, Social Security Administration (SSA), Treasury, Dept of
2022 · fourth_quarter · Retirement
H.R. 2954: Securing a Strong Retirement Act S. 1870 / H.R. 7146: Enhancing Emergency and Retirement Savings Act S. 4353: Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg (RISE & SHINE) Act S. 4808: Enhancing American Retirement Now (EARN) Act H.R. 2617: Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022 No Bill Number: Issues related to retirement security
Client expense: $400,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Retirement
Department of Labor proposed rule on the definition term "fiduciary": (RIN: 1210-AC02); H.R. 2954, Securing a Strong Retirement Act of 2022; S. 1770, Retirement Security and Savings Act of 2021; S. 4808, EARN Act; S. 4353, RISE & SHINE Act; P.L. 117-328, Consolidated Appropriations Act of 2023, Division T, SECURE 2.0 Act of 2023.
Client expense: $480,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Retirement Security as in the following bills: -The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) -Securing a Strong Retirement Act (H.R. 2954) -Lifetime Income for Employees Act (H.R. 6746) -Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 3644) -Retirement Improvement and Savings Enhancement Act (H.R. 5891) -RISE & SHINE Act (S. 4353) -Enhancing American Retirement Now (EARN) Act Access to Lifetime Income Options on Retirement Plan Menus Defined Contribution Retirement Plan Design and Modernization Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Multiple Employer Plans Student Loans Remote Notarization General Account Products ESG Investments
Client expense: $410,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2022 · fourth_quarter · Taxation/Internal Revenue Code
General tax issues related to mutual funds and ETFs Issues related to the Retirement Security and Savings Act (S. 1770) Issues related to allowing collective investment trusts in 403(b) plans, including the Public Service Retirement Fairness Act (H.R. 2741) and the Consolidated Appropriations Act of 2023, Division T (H.R. 2617) Issues related to the Securing a Strong Retirement Act (H.R. 2954) Issues related to the RISE and SHINE Act (S. 4353) Issues related to the Enhancing American Retirement Now (EARN) Act (S. 4808)
Client expense: $470,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Retirement
Issues in support of providing for electronic delivery of ERISA mandated retirement information Issues related to tax incentives for retirement savings, including the further use of Roth options Issues related to employee benefit plan administration including automatic enrollment, required minimum distributions, missing participants, portability, emergency savings, and coverage proposals Issues related to the Retirement Security and Savings Act (S. 1770) Issues related to allowing collective investment trusts in 403(b) plans, including the Public Service Retirement Fairness Act (H.R. 2741) and the Consolidated Appropriations Act of 2023, Division T (H.R. 2617) Issues related to the Securing a Strong Retirement Act (H.R. 2954) Issues related to performance benchmarks in the case of designated investment alternatives Issues related to access to investment opportunities and the provision of advice in retirement plans Issues related to the Retirement Improvement and Savings Enhancement (RISE) Act (H.R. 5891) Issues related to the RISE and SHINE Act (S. 4353) Issues related to the Enhancing American Retirement Now (EARN) Act (S. 4808)
Client expense: $470,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Insurance
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Biden Administration and Congressional proposals on tax reform. DOL - EBSA - Cybersecurity Guidance for Plan Sponsors, Fiduciaries, Record Keepers and Participants. DOL - EBSA - PTE 2020-02 - Improving Investment Advice for Workers & Retirees. DOL - EBSA - Financial Factors in Selecting Plan Investments - ZRIN 1210-AB95. DOL - EBSA - Improving Investment Advice for Workers and Retirees - ZRIN 1210-ZA29. DOL - EBSA - Pension Benefit Statements-Lifetime Income Illustrations - RIN 1210-AB20. DOL - EBSA - Fiduciary Duties Regarding Proxy Voting and Shareholder Rights - RIN 1210-AB91. DOL - OSEC - Rescission of Department of Labor Rule on Guidance (29 CFR Part 89 - RIN 1290-AA41). DOL - EBSA - Amendment to and Partial Revocation of Prohibited Transaction Exemption (PTE) 84-24 for Certain Transactions Involving Insurance Agents and Brokers, Pension Consultants, Insurance Companies, and Investment Company Principal Underwriters. DOL - EBSA - Definition of the Term Fiduciary - RIN 1210-AC02. DOL - EBSA - Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights - RIN 1210-AC03/29 CFR 2550. DOL - EBSA - RFI on Possible Agency Actions to Protect Life Savings and Pensions from Threat of Climate-Related Financial Risk - RIN 1210-ZA30. DOL - EBSA - Compliance Assistance Release 2022-01 to 401(k) Plan Fiduciaries on Use of Cryptocurrencies - March 10, 2022. DOL - EBSA - Proposed Rule to Amend Procedures Governing the Filing and Processing of Prohibited Transaction Exemption (PTE) Applications - RIN 1210-ACO5. DOL - Wage and Hour Division - Employee or Independent Contractor Classification Under the Fair Labor Standards Act -- 87 FR 62218/RIN 1235-AA43. DOL - EBSA - Employee Benefits Security - Proposed Amendment to Prohibited Transaction Class Exemption 84-14 (the QPAM Exemption) - 29 CFR Part 2550/Z-RIN 1210 ZA07. DOL - EBSA - Voluntary Fiduciary Correction - 29 CFR Parts 2560 and 2570/RIN 1210-AB64. EOP - Executive Order on Climate-Related Financial Risk. EOP - Amending Executive Order 13959 - Addressing the Threat from Securities Investments That Finance Communist Chinese Military Companies (E.O. 13974 of Jan 13, 2021 - 86 FR 4875). EOP - Executive Order 13990 - Protecting Public Health and the Environment and Restoring Science to Tackle the Climate Crisis (Federal Register/Vol. 86, No. 14 - Monday, January 25, 2021). FINRA - Comment on Lessons From the COVID-19 Pandemic (Regulatory Notice 20-42). FINRA - Request for Comment on Effective Practices and rule Enhancements for Sales Practice Obligations for Complex Products and Options (Regulatory Notice 22-08). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. 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 and Enforcement of Regulation BI and Form CRS. SEC implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC - Reporting Threshold for Institutional Investment Managers - RIN 3235-AM65. SEC - Request for Information and Comments on Broker-Dealer and Investment Adviser Digital Engagement Practices, Related Tools and Methods, and Regulatory Considerations and Potential Approaches; Information and Comments on Investment Adviser Use of Technology to Develop and Provide Investment Advice - RIN 3235-AN00 (Release Nos. 34-92766; IA-5833; File No. S7-10-21). SEC - FINRA - Proposed Rule Change to Amend FINRA Rule 2231 (Customer Account Statements) - SR-FINRA-2021-024. SEC - FINRA - Proposed Rule Change to Extend the Effectiveness of Temporary FINRA Rule 3110.17 - SR-FINRA-2021-023. SEC - Staff Bulletin: Standards of Conduct for Broker-Dealers and Investment Advisers Account Recommendations for Retail Investors - March 29, 2022. SEC - Proposed Rule Enhancement and Standardization of Climate-Related Disclosures for Investors (17 CFR 210, 229, 232, 239, and 249, RIN 3235-AM87). The Lifetime Income for Employees Act (H.R. 6746 - 117th Congress). The American Infrastructure Bonds Act (S.1308 - 117th Congress). The Financial Factors in Selecting Retirement Plan Investment Act (S.1762/H.R. 3387-117th Congress). The Improving Access to Retirement Savings Act of 2021 (S.1703 - 117th Congress). The INVEST in America Act (H.R. 3684 - 117th Congress). The Local Infrastructure Financing Tools (LIFT) Act (HR 2634 - 117th Congress). The Protecting the Right to Organize (PRO) Act (S. 420/H.R. 842-117th Congress). The Retirement Parity for Student Loans Act (S.1443/HR 2917 - 117th Congress). The Retirement Savings Lost and Found Act (S.1730 - 117th Congress). The Retirement Security and Savings Act of 2021 (S.1770 - 117th Congress). The Secure and Fair Enforcement (SAFE) Banking Act (S.910/H.R. 1996-117th Congress). The Securing a Strong Retirement Act (H.R.2954 - 117th Congress). The Securing and Enabling Commerce Using Remote and Electronic Notarization Act (S.1625/H.R. 3962 - 117th Congress). Womens Retirement Protection Act (S.2446/H.R. 4678 - 117th Congress). The Empowering States to Protect Seniors from Bad Actors Act (H.R. 5914 - 117th Congress). The Retirement Improvement and Savings Enhancement (RISE) Act (H.R. 5891 - 117th Congress). The Registration for Index-Linked Annuities (RILA) Act (S.3198/H.R. 4865 - 117th Congress). The Automatic Reenroll Act (S.3712/H.R. 6782 -117th Congress). The E-SIGN Modernization Act of 2022 (S.3715 - 117th Congress). The Lifetime Income for Employees Act (H.R. 6746 - 117th Congress). The Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg (RISE & SHINE) Act (S.4353 - 117th Congress). The Protecting Americas Retirement Security Act (H.R.7310 - 117th Congress). The Primary Regulators of Insurance Vote Act (S.4110/H.R.3099 - 117th Congress). The American Data Privacy and Protection Act (H.R.8152 - 117th Congress). The Employee and Retiree Access to Justice Act (S.4129/H.R.7740 - 117th Congress). The Enhancing American Retirement Now (EARN) Act (S.4808 - 117th Congress). The Consolidated Appropriations Act, 2023 - Division T and Division AA, Title I, Section 101 (H.R. 2617 - 117th Congress). The General Accounts Product Clarifications Act (H.R.9515 - 117th Congress). The Retirement Savings for Americans Act of 2022 (S.5271 - 117th Congress).
Client expense: $190,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2022 · fourth_quarter · Retirement
Expanding HELPS benefits for retirees. Opposing efforts to undermine public pensions. H.R. 2954, Securing a Strong Retirement Act of 2022 H.R.521/S.129, FAIR Retire Act H.R. 82/S. 1302, Social Security Fairness Act H.R. 2337, Public Servants Protection and Fairness Act of 2021 S. 4808, EARN Act S. 4353, RISE & SHINE Act HR 2617, FY23 Consolidated Appropriations Act
Client expense: $126,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Retirement
HR2954 Securing a Strong Retirement Act of 2021 To increase retirement savings, simplify and clarify retirement plan rules, and for other purposes. S1770 Retirement Security and Savings Act of 2021 To amend the Internal Revenue Code of 1986 to reform retirement provisions, and for other purposes. S1870 The Enhancing Emergency and Retirement Savings Act of 2021 The bill is designed to allow DC participants and IRA savers to take limited, penalty-free withdrawals from their DC plans or IRAs, under the premise of assisting with emergency expenses. This permits penalty-free distributions, up to $1,000, from tax-exempt retirement plans for emergency personal expenses, limited to one distribution in a calendar year. The bill allows repayment to plans of such distributions over a three-year period. S 2583 A bill to amend the Internal Revenue Code of 1986 to provide for rules for the use of retirement funds in connection with federally declared disasters (Cassidy/Menendez): This bill allows penalty-free distributions from tax-exempt retirement plans for a federally declared disaster (i.e., a qualified disaster recovery distribution). The bill defines qualified disaster recovery distribution as any distribution within a 180 day period after a disaster declaration that is made to an individual whose principal residence is located in a qualified disaster area (an area for which a major disaster has been declared) and who has sustained an economic loss due to the disaster. The bill sets forth rules for the recontribution of withdrawals from a plan for first-time home purchases or for purchases or construction of a principal residence in a disaster area, and increases the limit on loans from a qualified employer plan that an individual may take in lieu of a distribution. HR 2741 Public Service Retirement Fairness Act. A bill to generally permit 403(b) plans to invest in collective investment trusts (CIT) S 2452 Wyden SAVERS Credit: This bill sets forth provisions to provide matching payments for retirement savings and Individual Retirement Account (IRA) contributions for individuals who have attained the age of 18 years, excluding taxpayer dependents. Specifically, it allows an enhanced 50% tax credit, up to $2,000, for deductible retirement savings contributions and for IRA contributions. The bill also directs the Internal Revenue Service (IRS) to establish the R-Bond Program as a permanent program for the establishment and maintenance of individual retirement plans and directs the IRS to educate taxpayers on the benefits of the savings programs provided by this bill. S 2446 Spousal Consent: A summary is in progress. S.4353 Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg Act. This bill addresses retirement system improvements under ERISA. A summary is in process. EARN Act S 4808: Summary is in Progress HR 9515, General Account Product Clarification Act Summary in process. Bill is intended to amend the Employee Retirement Income Security Act of 1974.
Client expense: $551,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Retirement
Proposals related to retirement and retiree health savings and collective investment trusts. Expansion of 403(b) investment options. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Proposals related to governmental 457(b) plans. S. 1770, Retirement Security and Savings Act. H.R. 2741, Public Service Retirement Fairness Act of 2020. H.R. 2954, Securing a Strong Retirement Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act of 2021. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. H.R. 7203, HELPS Retirees Improvement Act. S. 4312, Police and Fire Healthcare Protection Act of 2020. 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 related to retirement and retiree health savings and collective investment trusts. Expansion of 403(b) investment options. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Proposals related to governmental 457(b) plans. S. 1770, Retirement Security and Savings Act. H.R. 2741, Public Service Retirement Fairness Act of 2020. H.R. 2954, Securing a Strong Retirement Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act of 2021. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. H.R. 7203, HELPS Retirees Improvement Act. S. 4312, Police and Fire Healthcare Protection Act of 2020. 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
Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to lifetime income. Expansion of 403(b) investment options. Issues related to the tax treatment of retirement plans, IRAs, and annuity products. Issues related to pension risk transfers. S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. H.R. 5376, Build Back Better Act/Inflation Reduction Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act of 2021. 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
Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to lifetime income. Expansion of 403(b) investment options. Issues related to the tax treatment of retirement plans, IRAs, and annuity products. Issues related to pension risk transfers. S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. H.R. 5376, Build Back Better Act/Inflation Reduction Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act of 2021. 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
Issues related to tax incentives for retirement savings. Expansion of investment options for 403(b) plans. Issues related to employee benefit plan investments and administration, and electronic delivery of ERISA-mandated statements and disclosures, including: H.R. 2741, Public Service Retirement Fairness Act of 2020. S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act, H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act of 2021. S. 4353, RISE & SHINE Act. S. 4808, Enhancing American Retirement Now (EARN) 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
Issues related to tax incentives for retirement savings. Expansion of investment options for 403(b) plans. Issues related to employee benefit plan investments and administration, and electronic delivery of ERISA-mandated statements and disclosures, including: H.R. 2741, Public Service Retirement Fairness Act of 2020. S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act, H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act of 2021. S. 4353, RISE & SHINE Act. S. 4808, Enhancing American Retirement Now (EARN) 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
H.R. 2954 - Securing a Strong Retirement Act Issues related to S. Con. Res. 14; H.R. 5376 Build Back Better H.R. 6746 - The Lifetime Income for Employees Act (LIFE Act) S. 331 / HR 1219 ABLE Age Adjustment Act S. 4353 - RISE & SHINE Act S. 2452 - Encouraging Americans to Save Act H.R.2617 - Consolidated Appropriations Act, 2023
Client expense: $390,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Retirement
Social Security Cost of Living Adjustment (COLA). The Fair COLA for Seniors Act (H.R. 4315): Proposal to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries. Social Security Expansion. The Social Security 2100 Act: A Sacred Trust (H.R. 5723 and S. 3071): Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. The Social Security Expansion Act (S. 4365 and H.R. 8005): A bill to enhance Social Security benefits and ensure the long-term solvency of the Social Security program. The Safeguarding American Families & Expanding Social Security Act of 2021 (S. 3070): Various provisions updating and modernizing Social Security benefits and extending solvency of the Social Security Trust Funds. Protecting and Preserving Social Security Act (H.R. 8467 and S. 4583): A bill to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries and to ensure the long-term solvency of the Social Security program by altering the payroll tax cap. Caregiver Social Security Credits. The Social Security Caregiver Credits Act (H.R. 3632 and S. 1955): Proposal to provide Social Security wage credits for individuals who reduce their participation in the workforce or leave the workforce to provide care to specified family members and relatives. Social Security Government Pension Offset and Windfall Elimination Provision. The Social Security Fairness Act of 2021 (H.R. 82 and S. 1302) and the Public Servants Protection and Fairness Act of 2021 (H.R. 2337): Proposals to repeal or modify the Government Pension Offset and Windfall Elimination Provision. Social Security Notch. (No bill): Proposals to ensure that Social Security benefits for individuals born in 1960 and 1961 are not reduced as a result of the coronavirus-related drop in the average wage index. Protecting Seniors from Garnishment. (No bill): Proposal to protect Social Security beneficiaries from having their Social Security benefits garnished to recover unpaid student loans. Social Security Disability Insurance Claim Adjudication. (H.J. Res. 38): Joint resolution nullifies the rule finalized by the Social Security Administration on November 16, 2020, that outlines when its administrative appeals judges may hold hearings and issue decisions on individual cases. Currently, these judges serve an appellate function where they review, at the request of Social Security claimants, the decisions of the administrative law judges who issue decisions in individual cases. Social Security Overpayments. (No bill): Proposals to protect retirees, survivors and people with disabilities from being forced to repay extra Social Security and Supplemental Security Income (SSI) benefits they received because of the COVID-19 pandemic. Strengthening Beneficiaries Rights. (No bill): Various proposals relating to the protection and rights available to Social Security and Supplemental Security Income beneficiaries. Social Security Benefit Statements. The Know Your Social Security Act (H.R. 4143 and S. 2204): Legislation to implement section 1143 of the Social Security Act by clarifying the Social Security Administration is required to mail annual benefit statements to all workers over age 25. Supplemental Social Security (SSI) Program. The Supplemental Social Security Income Restoration Act (H.R. 3824 and S. 2065): Legislation to strengthen and restore the Social Security Income (SSI) program. Retirement plan distribution: IRS Notice 2021-40 relating to Physical Presence Requirement for Spousal Consents. House Committee on Aging. (H. Res. 583): A Resolution amending the Rules of the House to reestablish a Permanent Select Committee on Aging. Retirement plan fiduciary rule. (No bill or regulation): supporting the Department of Labor moving forward with a modernization of the fiduciary rule and any supporting regulatory changes. Social Security Administration. The Improving Social Securitys Service to Victims of Identity Theft Act (S. 3684 and H.R. 7274): Improving Social Security's service to victims of identity theft by requiring the Social Security Administration to provide a single point of contact for any individual whose Social Security account number has been misused. Social Security Administration: Letter to President Biden requesting the creation of a Beneficiary Advocate within the Social Security Administration. Employer-sponsored Retirement Plan Expansion: (Public Law 117-73): Pertaining to Division T: Security 2.0 Act of 2022: Womens Retirement Protection Act (S. 2446 and H.R. 4678): Provisions improving retirement security for women by expanding eligibility for employer-sponsored plans to more part-time workers; Security a Strong Retirement Act (H.R. 2954): Provisions relating to expanding the SAVERS tax credit for low-income workers saving for retirement and the lost-plan pension registry; Retirement Improvement and Savings Enhancement Act of 2021 (RISE Act) (H.R. 5891): Provisions relating to improving retirement savings; Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg Act (RISE & SHINE Act) (S. 4353): Provisions relating to protections for retirement savers; Enhancing American Retirement Now Act of 2022 (EARN Act) (S. 4808): Provisions relating to expanding the SAVERS tax credit for low-income workers saving for retirement, lost-plan registry and increasing asset limits for Supplemental Security Income (SSI) beneficiaries saving for retirement.
Client expense: $190,000 · Firm income: Not reported
Government targets: Administration on Aging, Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Justice, Dept of (DOJ), Labor, Dept of (DOL), SENATE, Social Security Administration (SSA), Treasury, Dept of
2022 · fourth_quarter · Taxation/Internal Revenue Code
Passage of SECURE 2.0 in the Senate (1)S. 4353, Rise and Shine Act, (HELP Committee version of SECURE 2.0) (2)Enhancing American Retirement Now (EARN Act), (Finance Committee version of SECURE 2.0)
Client expense: Not reported · Firm income: $30,000
2022 · fourth_quarter · Retirement
Retirement and savings issues, generally; Securing a Strong Retirement Act of 2021 (H.R. 2954). Retirement Security & Savings Act (S. 1770). S. 4808, the Enhancing American Retirement Now (EARN) Act, and S. 4353, the RISE and SHINE Act, Division T of the Consolidated Appropriations Act, 2023 (H.R. 2617, P.L. 117-328).
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Retirement
Issues related to government issued mortality tables. Issues related to tax incentives for retirement savings. Retirement assumption issues. Work regarding 15% pension minimum tax issue. S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. H.R. 5376, Build Back Better 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. 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: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Taxation/Internal Revenue Code
Issues related to government issued mortality tables. Issues related to tax incentives for retirement savings. Retirement assumption issues. Work regarding 15% pension minimum tax issue. S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. H.R. 5376, Build Back Better 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. 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: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Retirement
Issues related to retirement security and the enhancement of 403(b) plans in H.R. 2954 - Securing a Strong Retirement Act of 2022, Enhancing American Retirement Now (Earn Act), and S. 4353 Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg (Rise & Shine Act).
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Retirement
H.R. 1319 - American Rescue Plan Act of 2021 H.R. 2617 - Consolidated Appropriations Act, 2023 H.R. 2796 - Family Attribution Modernization Act H.R. 2917 - Retirement Parity for Student Loans Act of 2021 H.R. 2927 - SAVE Act of 2021 H.R. 2954 - Securing a Strong Retirement Act of 2022 H.R. 3387 - Financial Factors in Selecting Retirement Plan Investments Act H.R. 5376 - Inflation Reduction Act of 2022 H.R. 5832 - Retirement Savings Lost and Found Act of 2021 H.R. 5891 - Retirement Improvement and Savings Enhancement (RISE) Act H.R. 6241 - Disaster Retirement Savings Act H.R. 6782 - Auto Reenroll Act of 2022 H.R. 7146 - Enhancing Emergency and Retirement Savings Act of 2022 H.R. 7310 - Protecting Americas Retirement Security Act H.R. 8125 - Starter-K Act of 2022 S. 1272 - SIMPLE Plan Modernization Act S. 1443 - Retirement Parity for Student Loans Act S. 1703 - Improving Access to Retirement Savings Act S. 1730 - Retirement Savings Lost and Found Act of 2021 S. 1762 - Financial Factors in Selecting Retirement Plan Investments Act S. 1770 - Retirement Security and Savings Act of 2021 S. 1870 - Enhancing Emergency and Retirement Savings Act of 2021 S. 2583 - Disaster Retirement Savings Act S. 3712 - Auto Reenroll Act of 2022 S. 3955 - Starter-K Act of 2022 S. 4086 - Increasing Small Business Retirement Choices Act S. 4353 - RISE & SHINE Act S. 4808 - EARN Act
Client expense: $275,157 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC)
2022 · fourth_quarter · Retirement
Pension funding issues. PBGC related issues. 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: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Taxation/Internal Revenue Code
Pension funding issues. PBGC related issues. 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: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
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
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