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Paid Family and Medical Leave Tax Credit Extension and Enhancement Act
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Paid Family and Medical Leave Tax Credit Extension and Enhancement Act This bill modifies the employer tax credit for paid family and medical leave. Specifically, the bill (1) makes such credit permanent, (2) allows the credit in states or localities that either mandate or do not mandate paid family and medical leave, (3) allows employers to claim the credit for a portion of their paid family leave insurance premiums, (4) reduces the minimum employment period eligibility requirement, and (5) requires the Small Business Administration and the Internal Revenue Service to conduct targeted outreach to employers and other relevant parties regarding the availability and requirements of the credit.
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Read twice and referred to the Committee on Finance.
Introduced in Senate
Bills with similar content found using semantic analysis.
Sources: Congress.gov
2026 · third_quarter · Retirement
Retirement Security 1.H.R.1013, S.424 Retirement Fairness for Charities and Educational Institutions Act of 2025: Allows 403(b) retirement plans to invest in Collective Investment Trust or Separate Accounts Insurance Products to establish investment parity with other defined contribution plans, like 401(k)s. 2.H.R.2023, S.988 Womens Retirement Protection Act (WRPA): This legislation imposes spousal consent requirements on nearly all distributions from defined contribution plans. The bill also seeks to enhance financial literacy through grants to community-based organizations and offers grants to such organizations to help low-income women and survivors of domestic abuse obtain qualified domestic relations orders. 3.H.R.2067, S.928 Protecting Americans Retirement Savings Act (PARSA): This bill prohibits ERISA-covered retirement plans from making new investments in companies controlled by or based in countries considered to be foreign adversaries. Foreign adversaries include China, Iran, North Korea, and Russia. The bill also requires fiduciaries to disclose continuing investments in such entities and sanctioned firms. 4.H.R.2089 Generating Retirement Ownership through Long-Term Holding (GROWTH): The legislation provides that reinvested mutual fund dividends are not subject to capital gains taxation until the investor sells his or her shares. 5.H.R.2163 No Penalties for Victims of Fraud Act: The bill ensures that victims of retirement account fraud are not subject to the 10% additional income tax on early retirement plan distributions. 6.H.R.2544, S.1222 Financial Freedom Act of 2025: The legislation prohibits the Secretary of Labor from restricting the investments available in self-directed 401(k) brokerage windows. The bill also prohibits the DOL from preventing a fiduciary from selecting, any particular type of investment alternative, provided that a fiduciary provides the participant or beneficiary an opportunity to choose, from a broad range of investment alternatives, nor can the DOL require that any particular type of investment be either favored or disfavored, other than on the basis of the investments risk-return characteristics. 7.H.R.2696, S.1526 Retirement Savings for Americans Act (RSAA): This legislation establishes a federally run American Worker Retirement Plan for private-sector workers that do not have access to a workplace-based retirement plan. The bill also includes an enhanced federal matching contribution that only applies to lower income workers that participate in the federal plan. 8.H.R.2748 First Time Homeowner Savings Plan Act: This legislation increases the amount first-time homebuyers could pull from their retirement savings from the $10,000 set in the 1990s to $25,000 (indexed to inflation) without the 10% additional income tax on early retirement plan distributions to use as a down payment on their home. 9.H.R.2869 EBSA Investigations Transparency Act: This legislation requires the Department of Labors Employee Benefits Security Administration (EBSA) to submit annual reports to Congress on the status of its open employee plan audits and to explain why any audits open for more than 36 months have not been closed. 10.H.R.2958 Balance the Scales Act: This legislation requires the Department of Labors Employee Benefits Security Administration (EBSA) to report annually to Congress about its use of common interest agreements. 11.H.R.2988 Protecting Prudent Investment of Retirement Savings Act: This legislation amends ERISA to specify that a retirement plan fiduciary shall be considered acting solely in the interest of participants only if: 1) the investment does not subordinate the interest of participants in their retirement income or financial benefits under the plan to other objectives, including ESG objectives and 2) the fiduciary does not sacrifice investment returns or take on additional investment risks to promote goals unrelated to the plan. 12.H.R.3526, S.2867 Uplifting First-Time Homebuyers Act of 2025: This legislation allows individuals to take an early distribution out of an IRA of up to $50,000 for a qualified first-time home purchase without the 10% additional income tax penalty. Current rules only allow up to a $10,000 early distribution without penalty. 13.S.2003 Strengthening Benefits Plans Act of 2025: This legislation permits surplus assets in a retiree health account to be used for other benefits, like active employee health benefits. The legislation also permits surplus assets in a defined benefit plan to be used to provide contributions to the employers defined contribution plan without terminating the defined benefit plan. 14.S.2210 Unlocking Benefits for Independent Workers Act: This legislation establishes a safe harbor under federal law for companies that would like to voluntarily provide independent workers with any benefit or protection commonly provided to full-time employees, such as retirement and health care benefits. 15.S.2217 Independent Retirement Fairness Act: This legislation relaxes the audit rules for pooled employer plans (PEPs) and allows companies to enroll their independent workers in PEPs and simplified employer pensions (SEPs) IRAs without triggering employee classification. 16.H.R.4548, S.2365 Small Nonprofit Retirement Security Act of 2025: This legislation makes the credit for small employer pension plan startup costs and the retirement auto-enrollment credit available to tax-exempt eligible small employers. 17.H.R.4718, S.1707 Helping Young Americans Save for Retirement Act: This legislation lowers the required minimum participation age in ERISA-covered retirement plans from age 21 to age 18. 18.H.R.5325 Unclaimed Retirement Rescue Plan: This legislation directs the Department of Labor (DOL) to issue a regulation that would permit retirement plan fiduciaries to transfer unclaimed retirement distributions to State unclaimed property programs. 19.H.R.5748 Retirement Investment Choice Act: This legislation codifies Executive Order 14330 relating to democratizing access to alternative assets for 401(k) investors. 20.S.3083 Providing Complete Information to Retirement Investors Act: This legislation adds a new notice requirement to participants investing through brokerage windows in 401(k) plans to explain that the investments in a brokerage window have not been prudently selected and are not monitored by a plan fiduciary. 21.S.3086 Restoring Integrity in Fiduciary Duty Act: This legislation limits fiduciary consideration of nonpecuniary factors for investments. The bill further states that ERISA fiduciaries must also make decisions regarding the exercise of shareholder rights and proxy voting based on pecuniary factors. 22.H.R.5887 Saving for the Future Act: This legislation establishes a hybrid emergency savings and 401(k)-type government-run program called the Federal Universal Personal Savings Investment Program and creates UP Retirement Accounts for every full-time and part-time worker not covered by an active defined benefit pension plan. The legislation also requires employers to make a minimum employer contribution to the workers retirement account. 23.H.R.6084 ERISA Litigation Reform Act: This legislation amends the pleading standard under ERISA Section 502 for certain claims to put the burden on the plaintiff to plausibly allege and prove that an ERISA prohibitive transaction occurred that is not exempt under ERISA section 408(b)(2). 24.H.R.6324, S.5156 Retirement Simplification and Clarity Act: This legislation would: (1) permit an in-service plan distribution to an individual retirement annuity on or after attainment of age 50; and (2) include a specific reference to an individual retirement annuity as a rollover option under a simplified 402(f) safe harbor notice. 25.H.R.6417, S.3333 Emergency Savings Enhancement Act of 2025: This legislation would double the maximum balance limit for Pension-Linked Emergency Savings Accounts (PLESAs) from $2,500 to $5,000 and allows Highly Compensated Employees (HCEs) to participate. 26.H.R.6450, S.3352 Retirement Rollover Flexibility Act: This legislation would permit rollover contributions from Roth IRAs to designated Roth accounts in qualified retirement plans, like 401(k)s. 27.H.R.6722 Automatic IRA Act of 2025: The legislation would require employers with more than 10 employees that do not sponsor a retirement plan to automatically enroll their employees in IRAs (automatic IRAs) or other automatic contribution plans or arrangements, like 401(k) plans. The legislation also requires 401(k) plans with over 100 participants plans must permit participants to elect to receive at least 50 percent of their vested account balance in the form of lifetime income. This requirement does not apply to participants with balances below $200,000. 28.H.R.6729, S.1831 Auto Reenroll Act of 2025: This legislation amends the qualified automatic contribution arrangement (QACA) safe harbor in the tax code for 401(k) plans to allow for automatic periodic reenrollment into the plan. 29.H.R.7185 Home Savings Act: This legislation permits penalty-free withdrawals from a 401(k) account for up to five years when the funds are used for a down payment or closing costs on a primary residence. The legislation also allows an individual to make a penalty-free 401(k) withdrawal and gift those funds to a relative, exempt from gift tax, provided the relative uses the money for a down payment or closing costs on a primary residence. 30.H.R.7362, S.4953 5500 Filing Simplification Act: This legislation extends the Form 5500 filing deadline to October 15 (for calendar year retirement plans), thus eliminating the need for an extension. 31.H.R.7556, S.2335 Pensions for All Act: This legislation requires every employer to provide to their employees a retirement program with benefits equivalent to the Federal Employees Retirement System (FERS) or to elect for their employees to participate in FERS. 32.H.R.8273, S.4291 Catching Up Family Caregivers Act of 2026: This legislation allows full-time family caregivers to qualify for up to five additional years of retirement plan catch-up contributions. Catch-up contributions currently allow individuals over age 50 to contribute above the standard annual retirement plan contribution limit, with even higher limits available for those ages 60 to 63. 33.H.R.8274, S.4292 Improving Retirement for Family Caregivers Act of 2026: Current law limits Roth IRA contributions to the lesser of $7,000 or total annual income. This legislation eliminates the annual income requirement for family caregivers, thus allowing them to contribute to a Roth IRA even if they do not have any income. 34.H.R.8313 Trump Accounts for All Generations Act: The One Big Beautiful Bill Act (OBBBA) enacted last year created the Trump Account, which is a new individual tax-preferred savings vehicle for children, with a $1,000 government seed contribution for every child born in the United States from 2025 to 2029. This legislation makes the $1,000 government contribution for children permanent and indexes the $1,000 contribution amount to inflation beginning in 2029. 35.H.R.8314 OPTIONS Act: The legislation allows employees to allocate employer contributions among various pre-tax benefits, including retirement accounts, health savings accounts, health reimbursement accounts, and educational assistance programs. 36.S.4360 Investigation Status and Governance for Honest Transparency (INSIGHT) Act: This legislation requires the Employee Benefits Security Administration (EBSA) to submit annual reports to Congress on the status of its open employee plan audits and to explain why any audits open for more than 36 months have not been closed. And it also requires the Department of Labor to formalize and disclose situations in which it is providing adverse assistance which means assistance to plaintiffs lawyers suing ERISA benefit plan sponsors and fiduciaries. 37.H.R.8783, S.4511 Charity Parity Act: Current law allows retirement savers to exclude up to $111,000 in annual gross income to make qualified charitable distributions (QCDs), but only if the funds are donated directly from an IRA. This tax break excludes distributions from employer-sponsored retirement plans like 401(k)s and 403(b)s. So, under current law, individuals must first roll assets into an IRA to make a QCD. The Charity Parity Act would permit direct QCDs from employer-sponsored retirement plans. 38.H.R.8837, S.1840 Retirement Investment in Small Employers (RISE) Act: This legislation raises the floor for the existing $250 per-employee tax credit available to small businesses to create retirement plans, ensuring that all small businesses can receive a tax credit of at least $2,500. The House version of the legislation allows the service provider to claim the tax credit as payment for services that would ordinarily be charged to the employer for starting the plan. 39.H.R.9813, S.5040 A bill to amend the Internal Revenue Code of 1986 to impose limitations on high-income taxpayers with large retirement account balances: This legislation that would prohibit further contributions to a Roth or traditional IRA if the total of an individuals IRA and defined contribution plan vested account balances exceeds $10 million for the prior year. The limit on contributions would only apply to married single taxpayers with modified adjusted gross income (MAGI) over $400,000 for the prior year ($425,000 for heads of households, $450,000 for joint filers). 40.H.R.10039, S.5204 SMART Savings Act of 2026: This legislation amends the Internal Revenue Code to exempt individual retirement accounts (IRAs) from the Department of Labors prohibited transaction rules. Although IRAs are generally not ERISA plans, they remain subject to DOL-administered prohibited transaction rules because Congress incorporated those rules into the Internal Revenue Code. 41.S.5507 Savers Match Enhancement Act of 2026: The bill makes the existing Savers Match more generous in the following ways. The bill doubles the matching rate from 50 percent to 100 percent, so that the government matches retirement plan contributions dollar for dollar up to $2,000 per year (now indexed to inflation). The bill also increases the amount of people eligible for the match with an income phase-out range beginning at $85,000 to $115,000 for a joint return ($42,500 to $57,500 for single and $63,750 to $86,250 for head of household). Savers Match contributions would now have after-tax Roth treatment, so the contributions and earnings would not be taxed upon distribution but also not be taxable to the saver in the year of contribution unlike normal Roth contributions. 42.S.5550 529 Retirement Enhancement Act of 2026: The bill eliminates the $35,000 lifetime cap on rollovers from 529 education savings accounts to Roth IRAs. 43.H.R.10641 Employee and Retiree Access to Justice Act of 2026: The bill amends ERISA Section 502 to deem pre-dispute and post-dispute forced arbitration clauses, class action waivers, and representation waivers unenforceable. 44.H.R.10702 Workers Retirement Savings Protection Act of 2026: The bill creates a new statutory definition of an investment advice fiduciary under Section 3(21) of the Employee Retirement Income Security Act (ERISA). 45.H.R.10703 Protecting Workers Benefits Act of 2026: The bill amends ERISA Section 502 to allow individuals to bring a legal action as assignees on behalf of their plan and get a cut of any settlement or award, similar to whistleblower actions under the False Claims Act. 46.General Account Product Corrections Act: This proposed legislation clarifies fiduciary responsibilities for life insurance companies as it relates to investments in their general accounts. Income Security S. 2415 and H.R. 7107, the Long-Term Care Affordability Act: Would allow for tax free distributions from retirement accounts to fund LTC contracts. H.R. 133, Both provisions are in the larger bill. S. 5017 - More Paid Leave for Americans Act. Issue: paid family and medical leave H.R. 3089 - Paid Family Leave Public Partnerships Act. Issue: paid family and medical leave H.R. 3090 - Interstate Paid Leave Action Network Act (I-PLAN Act). Issue: paid family and medical leave H.R. 1521 - Dentist and Optometric Care Access Act of 2025 or the DOC Access Act of 2025. Issue: dental and vision insurance H.R.1185 - FAMILY Act. Issue: paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member. H.R.1940 - New Parents Act of 2019. Issue: paid family and medical leave H.R.2163 - To amend the Internal Revenue Code of 1986 to allow for tax-advantaged distributions from health savings accounts during family or medical leave, and for other purposes. Issue: paid family and medical leave S.463 - FAMILY Act. Issue: paid family and medical leave- paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member S.920 - New Parents Act of 2019. Issue: paid family and medical leave Discussion draft - CRADLE Act. Issue: paid family and medical leave - allows for a deferment of retirement benefits for paid leave benefits. Proposed FY 2020 Budget proposal on paid family and medical leave. Issue: paid family and medical leave H.R. 2694 - Pregnant Workers Fairness Act. Issue: paid family and medical leave. Concurrent Resolution on the Budget, FY2022, S.Con.Res.14. The budget resolution calls for the $3.5 trillion in long-term investments to be fully offset by a combination of new tax revenues, health care savings, and long-term economic growth. In addition, the agreement would prohibit new taxes on families making less than $400,000 per year, and on small businesses and family farms. Issue: Medicare/Dental (Expanding Medicare to include dental, vision, hearing benefits and lowering the eligibility age). H.R. 5376- Build Back Better Act This bill provides funding, establishes programs, and otherwise modifies provisions relating to a broad array of areas, including education, labor, child-care, health care, taxes, immigration, and the environment. Excepted Benefits on Supplemental Benefits-proposed tri-agency rule through HHS, Treasury and Labor. S.3680 - Paid Family and Medical Leave Tax Credit Extension and Enhancement Act Diversity and Inclusion H.R. 5084 - Improving Corporate Governance Through Diversity Act. Issue: diversity and inclusion. H.R. 5360 - Closing the Racial Wealth Gap Act. Issue: diversity and inclusion. H.R. 281 - Ensuring Diverse Leadership Act. Issue: diversity and inclusion. H.R. 7946 and S. 4464 - Federal Reserve Racial and Economic Equity Act. Issue: diversity and inclusion.
Client expense: $1,002,681 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · second_quarter · Retirement
Retirement Security, Q4 2025 1.H.R.1013, S.424 Retirement Fairness for Charities and Educational Institutions Act of 2025: Allows 403(b) retirement plans to invest in Collective Investment Trust or Separate Accounts Insurance Products to establish investment parity with other defined contribution plans, like 401(k)s. 2.H.R.2023, S.988 Womens Retirement Protection Act (WRPA): This legislation imposes spousal consent requirements on nearly all distributions from defined contribution plans. The bill also seeks to enhance financial literacy through grants to community-based organizations and offers grants to such organizations to help low-income women and survivors of domestic abuse obtain qualified domestic relations orders. 3.H.R.2067, S.928 Protecting Americans Retirement Savings Act (PARSA): This bill prohibits ERISA-covered retirement plans from making new investments in companies controlled by or based in countries considered to be foreign adversaries. Foreign adversaries include China, Iran, North Korea, and Russia. The bill also requires fiduciaries to disclose continuing investments in such entities and sanctioned firms. 4.H.R.2089 Generating Retirement Ownership through Long-Term Holding (GROWTH): The legislation provides that reinvested mutual fund dividends are not subject to capital gains taxation until the investor sells his or her shares. 5.H.R.2163 No Penalties for Victims of Fraud Act: The bill ensures that victims of retirement account fraud are not subject to the 10% additional income tax on early retirement plan distributions. 6.H.R.2544, S.1222 Financial Freedom Act of 2025: The legislation prohibits the Secretary of Labor from restricting the investments available in self-directed 401(k) brokerage windows. The bill also prohibits the DOL from preventing a fiduciary from selecting, any particular type of investment alternative, provided that a fiduciary provides the participant or beneficiary an opportunity to choose, from a broad range of investment alternatives, nor can the DOL require that any particular type of investment be either favored or disfavored, other than on the basis of the investments risk-return characteristics. 7.H.R.2696, S.1526 Retirement Savings for Americans Act (RSAA): This legislation establishes a federally run American Worker Retirement Plan for private-sector workers that do not have access to a workplace-based retirement plan. The bill also includes an enhanced federal matching contribution that only applies to lower income workers that participate in the federal plan. 8.H.R.2748 First Time Homeowner Savings Plan Act: This legislation increases the amount first-time homebuyers could pull from their retirement savings from the $10,000 set in the 1990s to $25,000 (indexed to inflation) without the 10% additional income tax on early retirement plan distributions to use as a down payment on their home. 9.H.R.2869 EBSA Investigations Transparency Act: This legislation requires the Department of Labors Employee Benefits Security Administration (EBSA) to submit annual reports to Congress on the status of its open employee plan audits and to explain why any audits open for more than 36 months have not been closed. 10.H.R.2958 Balance the Scales Act: This legislation requires the Department of Labors Employee Benefits Security Administration (EBSA) to report annually to Congress about its use of common interest agreements. 11.H.R.2988 Protecting Prudent Investment of Retirement Savings Act: This legislation amends ERISA to specify that a retirement plan fiduciary shall be considered acting solely in the interest of participants only if: 1) the investment does not subordinate the interest of participants in their retirement income or financial benefits under the plan to other objectives, including ESG objectives and 2) the fiduciary does not sacrifice investment returns or take on additional investment risks to promote goals unrelated to the plan. 12.H.R.3526, S.2867 Uplifting First-Time Homebuyers Act of 2025: This legislation allows individuals to take an early distribution out of an IRA of up to $50,000 for a qualified first-time home purchase without the 10% additional income tax penalty. Current rules only allow up to a $10,000 early distribution without penalty. 13.H.R.4718, S.1707 Helping Young Americans Save for Retirement Act: This legislation lowers the required minimum participation age in ERISA-covered retirement plans from age 21 to age 18. 14.S.2003 Strengthening Benefits Plans Act of 2025: This legislation permits surplus assets in a retiree health account to be used for other benefits, like active employee health benefits. The legislation also permits surplus assets in a defined benefit plan to be used to provide contributions to the employers defined contribution plan without terminating the defined benefit plan. 15.S.2210 Unlocking Benefits for Independent Workers Act: This legislation establishes a safe harbor under federal law for companies that would like to voluntarily provide independent workers with any benefit or protection commonly provided to full-time employees, such as retirement and health care benefits. 16.S.2217 Independent Retirement Fairness Act: This legislation relaxes the audit rules for pooled employer plans (PEPs) and allows companies to enroll their independent workers in PEPs and simplified employer pensions (SEPs) IRAs without triggering employee classification. 17.H.R.4548, S.2365 Small Nonprofit Retirement Security Act of 2025: This legislation makes the credit for small employer pension plan startup costs and the retirement auto-enrollment credit available to tax-exempt eligible small employers. 18.H.R.5325 Unclaimed Retirement Rescue Plan: This legislation directs the Department of Labor (DOL) to issue a regulation that would permit retirement plan fiduciaries to transfer unclaimed retirement distributions to State unclaimed property programs. 19.H.R.5748 Retirement Investment Choice Act: This legislation codifies Executive Order 14330 relating to democratizing access to alternative assets for 401(k) investors. 20.S.3083 Providing Complete Information to Retirement Investors Act: This legislation adds a new notice requirement to participants investing through brokerage windows in 401(k) plans to explain that the investments in a brokerage window have not been prudently selected and are not monitored by a plan fiduciary. 21.S.3086 Restoring Integrity in Fiduciary Duty Act: This legislation limits fiduciary consideration of nonpecuniary factors for investments. The bill further states that ERISA fiduciaries must also make decisions regarding the exercise of shareholder rights and proxy voting based on pecuniary factors. 22.H.R.5887 Saving for the Future Act: This legislation establishes a hybrid emergency savings and 401(k)-type government-run program called the Federal Universal Personal Savings Investment Program and creates UP Retirement Accounts for every full-time and part-time worker not covered by an active defined benefit pension plan. The legislation also requires employers to make a minimum employer contribution to the workers retirement account. 23.H.R.6084 ERISA Litigation Reform Act: This legislation amends the pleading standard under ERISA Section 502 for certain claims to put the burden on the plaintiff to plausibly allege and prove that an ERISA prohibitive transaction occurred that is not exempt under ERISA section 408(b)(2). 24.H.R.6324 Retirement Simplification and Clarity Act: This legislation would: (1) permit an in-service plan distribution to an individual retirement annuity on or after attainment of age 50; and (2) include a specific reference to an individual retirement annuity as a rollover option under a simplified 402(f) safe harbor notice. 25.H.R.6417, S.3333 Emergency Savings Enhancement Act of 2025: This legislation would double the maximum balance limit for Pension-Linked Emergency Savings Accounts (PLESAs) from $2,500 to $5,000 and allows Highly Compensated Employees (HCEs) to participate. 26.H.R.6450, S.3352 Retirement Rollover Flexibility Act: This legislation would permit rollover contributions from Roth IRAs to designated Roth accounts in qualified retirement plans, like 401(k)s. 27.H.R.6722 Automatic IRA Act of 2025: The legislation would require employers with more than 10 employees that do not sponsor a retirement plan to automatically enroll their employees in IRAs (automatic IRAs) or other automatic contribution plans or arrangements, like 401(k) plans. The legislation also requires 401(k) plans with over 100 participants plans must permit participants to elect to receive at least 50 percent of their vested account balance in the form of lifetime income. This requirement does not apply to participants with balances below $200,000. 28.H.R.6729, S.1831 Auto Reenroll Act of 2025: This legislation amends the qualified automatic contribution arrangement (QACA) safe harbor in the tax code for 401(k) plans to allow for automatic periodic reenrollment into the plan. 29.H.R.7185 Home Savings Act: This legislation permits penalty-free withdrawals from a 401(k) account for up to five years when the funds are used for a down payment or closing costs on a primary residence. The legislation also allows an individual to make a penalty-free 401(k) withdrawal and gift those funds to a relative, exempt from gift tax, provided the relative uses the money for a down payment or closing costs on a primary residence. 30.H.R.7362 Form 5500 Filing Simplification Act: This legislation extends the Form 5500 filing deadline to October 15 (for calendar year retirement plans), thus eliminating the need for an extension. 31.H.R.7556, S.2335 Pensions for All Act: This legislation requires every employer to provide to their employees a retirement program with benefits equivalent to the Federal Employees Retirement System (FERS) or to elect for their employees to participate in FERS. 32.H.R.8273, S.4291 Catching Up Family Caregivers Act of 2026: This legislation allows full-time family caregivers to qualify for up to five additional years of retirement plan catch-up contributions. Catch-up contributions currently allow individuals over age 50 to contribute above the standard annual retirement plan contribution limit, with even higher limits available for those ages 60 to 63. 33.H.R.8274, S.4292 Improving Retirement for Family Caregivers Act of 2026: Current law limits Roth IRA contributions to the lesser of $7,000 or total annual income. This legislation eliminates the annual income requirement for family caregivers, thus allowing them to contribute to a Roth IRA even if they do not have any income. 34.H.R.8313 Trump Accounts for All Generations Act: The One Big Beautiful Bill Act (OBBBA) enacted last year created the Trump Account, which is a new individual tax-preferred savings vehicle for children, with a $1,000 government seed contribution for every child born in the United States from 2025 to 2029. This legislation makes the $1,000 government contribution for children permanent and indexes the $1,000 contribution amount to inflation beginning in 2029. 35.H.R.8314 OPTIONS Act: The legislation allows employees to allocate employer contributions among various pre-tax benefits, including retirement accounts, health savings accounts, health reimbursement accounts, and educational assistance programs. 36.S.4360 Investigation Status and Governance for Honest Transparency (INSIGHT) Act: This legislation requires the Employee Benefits Security Administration (EBSA) to submit annual reports to Congress on the status of its open employee plan audits and to explain why any audits open for more than 36 months have not been closed. And it also requires the Department of Labor to formalize and disclose situations in which it is providing adverse assistance which means assistance to plaintiffs lawyers suing ERISA benefit plan sponsors and fiduciaries. 37.H.R.8783, S.4511 Charity Parity Act: Current law allows retirement savers to exclude up to $111,000 in annual gross income to make qualified charitable distributions (QCDs), but only if the funds are donated directly from an IRA. This tax break excludes distributions from employer-sponsored retirement plans like 401(k)s and 403(b)s. So, under current law, individuals must first roll assets into an IRA to make a QCD. The Charity Parity Act would permit direct QCDs from employer-sponsored retirement plans. 38.H.R.8837, S.1840 Retirement Investment in Small Employers (RISE) Act: This legislation raises the floor for the existing $250 per-employee tax credit available to small businesses to create retirement plans, ensuring that all small businesses can receive a tax credit of at least $2,500. The House version of the legislation allows the service provider to claim the tax credit as payment for services that would ordinarily be charged to the employer for starting the plan. 39.General Accounts Product Corrections Act: This proposed legislation clarifies fiduciary responsibilities for life insurance companies as it relates to investments in their general accounts. Income Security S. 2415 and H.R. 7107, the Long-Term Care Affordability Act: Would allow for tax free distributions from retirement accounts to fund LTC contracts. H.R. 133, Both provisions are in the larger bill. H.R.1185 - FAMILY Act. Issue: paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member. H.R.1940 - New Parents Act of 2019. Issue: paid family and medical leave H.R.2163 - To amend the Internal Revenue Code of 1986 to allow for tax-advantaged distributions from health savings accounts during family or medical leave, and for other purposes. Issue: paid family and medical leave S.463 - FAMILY Act. Issue: paid family and medical leave- paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member S.920 - New Parents Act of 2019. Issue: paid family and medical leave Discussion draft - CRADLE Act. Issue: paid family and medical leave - allows for a deferment of retirement benefits for paid leave benefits. Proposed FY 2020 Budget proposal on paid family and medical leave. Issue: paid family and medical leave H.R. 2694 - Pregnant Workers Fairness Act. Issue: paid family and medical leave. Concurrent Resolution on the Budget, FY2022, S.Con.Res.14. The budget resolution calls for the $3.5 trillion in long-term investments to be fully offset by a combination of new tax revenues, health care savings, and long-term economic growth. In addition, the agreement would prohibit new taxes on families making less than $400,000 per year, and on small businesses and family farms. Issue: Medicare/Dental (Expanding Medicare to include dental, vision, hearing benefits and lowering the eligibility age). H.R. 5376- Build Back Better Act This bill provides funding, establishes programs, and otherwise modifies provisions relating to a broad array of areas, including education, labor, child-care, health care, taxes, immigration, and the environment. Excepted Benefits on Supplemental Benefits-proposed tri-agency rule through HHS, Treasury and Labor. S.3680 - Paid Family and Medical Leave Tax Credit Extension and Enhancement Act Diversity and Inclusion H.R. 5084 - Improving Corporate Governance Through Diversity Act. Issue: diversity and inclusion. H.R. 5360 - Closing the Racial Wealth Gap Act. Issue: diversity and inclusion. H.R. 281 - Ensuring Diverse Leadership Act. Issue: diversity and inclusion. H.R. 7946 and S. 4464 - Federal Reserve Racial and Economic Equity Act. Issue: diversity and inclusion.
2026 · second_quarter · Retirement
Retirement Security, Q4 2025 1.H.R.1013, S.424 Retirement Fairness for Charities and Educational Institutions Act of 2025: Allows 403(b) retirement plans to invest in Collective Investment Trust or Separate Accounts Insurance Products to establish investment parity with other defined contribution plans, like 401(k)s. 2.H.R.2023, S.988 Womens Retirement Protection Act (WRPA): This legislation imposes spousal consent requirements on nearly all distributions from defined contribution plans. The bill also seeks to enhance financial literacy through grants to community-based organizations and offers grants to such organizations to help low-income women and survivors of domestic abuse obtain qualified domestic relations orders. 3.H.R.2067, S.928 Protecting Americans Retirement Savings Act (PARSA): This bill prohibits ERISA-covered retirement plans from making new investments in companies controlled by or based in countries considered to be foreign adversaries. Foreign adversaries include China, Iran, North Korea, and Russia. The bill also requires fiduciaries to disclose continuing investments in such entities and sanctioned firms. 4.H.R.2089 Generating Retirement Ownership through Long-Term Holding (GROWTH): The legislation provides that reinvested mutual fund dividends are not subject to capital gains taxation until the investor sells his or her shares. 5.H.R.2163 No Penalties for Victims of Fraud Act: The bill ensures that victims of retirement account fraud are not subject to the 10% additional income tax on early retirement plan distributions. 6.H.R.2544, S.1222 Financial Freedom Act of 2025: The legislation prohibits the Secretary of Labor from restricting the investments available in self-directed 401(k) brokerage windows. The bill also prohibits the DOL from preventing a fiduciary from selecting, any particular type of investment alternative, provided that a fiduciary provides the participant or beneficiary an opportunity to choose, from a broad range of investment alternatives, nor can the DOL require that any particular type of investment be either favored or disfavored, other than on the basis of the investments risk-return characteristics. 7.H.R.2696, S.1526 Retirement Savings for Americans Act (RSAA): This legislation establishes a federally run American Worker Retirement Plan for private-sector workers that do not have access to a workplace-based retirement plan. The bill also includes an enhanced federal matching contribution that only applies to lower income workers that participate in the federal plan. 8.H.R.2748 First Time Homeowner Savings Plan Act: This legislation increases the amount first-time homebuyers could pull from their retirement savings from the $10,000 set in the 1990s to $25,000 (indexed to inflation) without the 10% additional income tax on early retirement plan distributions to use as a down payment on their home. 9.H.R.2869 EBSA Investigations Transparency Act: This legislation requires the Department of Labors Employee Benefits Security Administration (EBSA) to submit annual reports to Congress on the status of its open employee plan audits and to explain why any audits open for more than 36 months have not been closed. 10.H.R.2958 Balance the Scales Act: This legislation requires the Department of Labors Employee Benefits Security Administration (EBSA) to report annually to Congress about its use of common interest agreements. 11.H.R.2988 Protecting Prudent Investment of Retirement Savings Act: This legislation amends ERISA to specify that a retirement plan fiduciary shall be considered acting solely in the interest of participants only if: 1) the investment does not subordinate the interest of participants in their retirement income or financial benefits under the plan to other objectives, including ESG objectives and 2) the fiduciary does not sacrifice investment returns or take on additional investment risks to promote goals unrelated to the plan. 12.H.R.3526, S.2867 Uplifting First-Time Homebuyers Act of 2025: This legislation allows individuals to take an early distribution out of an IRA of up to $50,000 for a qualified first-time home purchase without the 10% additional income tax penalty. Current rules only allow up to a $10,000 early distribution without penalty. 13.H.R.4718, S.1707 Helping Young Americans Save for Retirement Act: This legislation lowers the required minimum participation age in ERISA-covered retirement plans from age 21 to age 18. 14.S.2003 Strengthening Benefits Plans Act of 2025: This legislation permits surplus assets in a retiree health account to be used for other benefits, like active employee health benefits. The legislation also permits surplus assets in a defined benefit plan to be used to provide contributions to the employers defined contribution plan without terminating the defined benefit plan. 15.S.2210 Unlocking Benefits for Independent Workers Act: This legislation establishes a safe harbor under federal law for companies that would like to voluntarily provide independent workers with any benefit or protection commonly provided to full-time employees, such as retirement and health care benefits. 16.S.2217 Independent Retirement Fairness Act: This legislation relaxes the audit rules for pooled employer plans (PEPs) and allows companies to enroll their independent workers in PEPs and simplified employer pensions (SEPs) IRAs without triggering employee classification. 17.H.R.4548, S.2365 Small Nonprofit Retirement Security Act of 2025: This legislation makes the credit for small employer pension plan startup costs and the retirement auto-enrollment credit available to tax-exempt eligible small employers. 18.H.R.5325 Unclaimed Retirement Rescue Plan: This legislation directs the Department of Labor (DOL) to issue a regulation that would permit retirement plan fiduciaries to transfer unclaimed retirement distributions to State unclaimed property programs. 19.H.R.5748 Retirement Investment Choice Act: This legislation codifies Executive Order 14330 relating to democratizing access to alternative assets for 401(k) investors. 20.S.3083 Providing Complete Information to Retirement Investors Act: This legislation adds a new notice requirement to participants investing through brokerage windows in 401(k) plans to explain that the investments in a brokerage window have not been prudently selected and are not monitored by a plan fiduciary. 21.S.3086 Restoring Integrity in Fiduciary Duty Act: This legislation limits fiduciary consideration of nonpecuniary factors for investments. The bill further states that ERISA fiduciaries must also make decisions regarding the exercise of shareholder rights and proxy voting based on pecuniary factors. 22.H.R.5887 Saving for the Future Act: This legislation establishes a hybrid emergency savings and 401(k)-type government-run program called the Federal Universal Personal Savings Investment Program and creates UP Retirement Accounts for every full-time and part-time worker not covered by an active defined benefit pension plan. The legislation also requires employers to make a minimum employer contribution to the workers retirement account. 23.H.R.6084 ERISA Litigation Reform Act: This legislation amends the pleading standard under ERISA Section 502 for certain claims to put the burden on the plaintiff to plausibly allege and prove that an ERISA prohibitive transaction occurred that is not exempt under ERISA section 408(b)(2). 24.H.R.6324 Retirement Simplification and Clarity Act: This legislation would: (1) permit an in-service plan distribution to an individual retirement annuity on or after attainment of age 50; and (2) include a specific reference to an individual retirement annuity as a rollover option under a simplified 402(f) safe harbor notice. 25.H.R.6417, S.3333 Emergency Savings Enhancement Act of 2025: This legislation would double the maximum balance limit for Pension-Linked Emergency Savings Accounts (PLESAs) from $2,500 to $5,000 and allows Highly Compensated Employees (HCEs) to participate. 26.H.R.6450, S.3352 Retirement Rollover Flexibility Act: This legislation would permit rollover contributions from Roth IRAs to designated Roth accounts in qualified retirement plans, like 401(k)s. 27.H.R.6722 Automatic IRA Act of 2025: The legislation would require employers with more than 10 employees that do not sponsor a retirement plan to automatically enroll their employees in IRAs (automatic IRAs) or other automatic contribution plans or arrangements, like 401(k) plans. The legislation also requires 401(k) plans with over 100 participants plans must permit participants to elect to receive at least 50 percent of their vested account balance in the form of lifetime income. This requirement does not apply to participants with balances below $200,000. 28.H.R.6729, S.1831 Auto Reenroll Act of 2025: This legislation amends the qualified automatic contribution arrangement (QACA) safe harbor in the tax code for 401(k) plans to allow for automatic periodic reenrollment into the plan. 29.H.R.7185 Home Savings Act: This legislation permits penalty-free withdrawals from a 401(k) account for up to five years when the funds are used for a down payment or closing costs on a primary residence. The legislation also allows an individual to make a penalty-free 401(k) withdrawal and gift those funds to a relative, exempt from gift tax, provided the relative uses the money for a down payment or closing costs on a primary residence. 30.H.R.7362 Form 5500 Filing Simplification Act: This legislation extends the Form 5500 filing deadline to October 15 (for calendar year retirement plans), thus eliminating the need for an extension. 31.H.R.7556, S.2335 Pensions for All Act: This legislation requires every employer to provide to their employees a retirement program with benefits equivalent to the Federal Employees Retirement System (FERS) or to elect for their employees to participate in FERS. 32.H.R.8273, S.4291 Catching Up Family Caregivers Act of 2026: This legislation allows full-time family caregivers to qualify for up to five additional years of retirement plan catch-up contributions. Catch-up contributions currently allow individuals over age 50 to contribute above the standard annual retirement plan contribution limit, with even higher limits available for those ages 60 to 63. 33.H.R.8274, S.4292 Improving Retirement for Family Caregivers Act of 2026: Current law limits Roth IRA contributions to the lesser of $7,000 or total annual income. This legislation eliminates the annual income requirement for family caregivers, thus allowing them to contribute to a Roth IRA even if they do not have any income. 34.H.R.8313 Trump Accounts for All Generations Act: The One Big Beautiful Bill Act (OBBBA) enacted last year created the Trump Account, which is a new individual tax-preferred savings vehicle for children, with a $1,000 government seed contribution for every child born in the United States from 2025 to 2029. This legislation makes the $1,000 government contribution for children permanent and indexes the $1,000 contribution amount to inflation beginning in 2029. 35.H.R.8314 OPTIONS Act: The legislation allows employees to allocate employer contributions among various pre-tax benefits, including retirement accounts, health savings accounts, health reimbursement accounts, and educational assistance programs. 36.S.4360 Investigation Status and Governance for Honest Transparency (INSIGHT) Act: This legislation requires the Employee Benefits Security Administration (EBSA) to submit annual reports to Congress on the status of its open employee plan audits and to explain why any audits open for more than 36 months have not been closed. And it also requires the Department of Labor to formalize and disclose situations in which it is providing adverse assistance which means assistance to plaintiffs lawyers suing ERISA benefit plan sponsors and fiduciaries. 37.H.R.8783, S.4511 Charity Parity Act: Current law allows retirement savers to exclude up to $111,000 in annual gross income to make qualified charitable distributions (QCDs), but only if the funds are donated directly from an IRA. This tax break excludes distributions from employer-sponsored retirement plans like 401(k)s and 403(b)s. So, under current law, individuals must first roll assets into an IRA to make a QCD. The Charity Parity Act would permit direct QCDs from employer-sponsored retirement plans. 38.H.R.8837, S.1840 Retirement Investment in Small Employers (RISE) Act: This legislation raises the floor for the existing $250 per-employee tax credit available to small businesses to create retirement plans, ensuring that all small businesses can receive a tax credit of at least $2,500. The House version of the legislation allows the service provider to claim the tax credit as payment for services that would ordinarily be charged to the employer for starting the plan. 39.General Accounts Product Corrections Act: This proposed legislation clarifies fiduciary responsibilities for life insurance companies as it relates to investments in their general accounts. Income Security S. 2415 and H.R. 7107, the Long-Term Care Affordability Act: Would allow for tax free distributions from retirement accounts to fund LTC contracts. H.R. 133, Both provisions are in the larger bill. H.R.1185 - FAMILY Act. Issue: paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member. H.R.1940 - New Parents Act of 2019. Issue: paid family and medical leave H.R.2163 - To amend the Internal Revenue Code of 1986 to allow for tax-advantaged distributions from health savings accounts during family or medical leave, and for other purposes. Issue: paid family and medical leave S.463 - FAMILY Act. Issue: paid family and medical leave- paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member S.920 - New Parents Act of 2019. Issue: paid family and medical leave Discussion draft - CRADLE Act. Issue: paid family and medical leave - allows for a deferment of retirement benefits for paid leave benefits. Proposed FY 2020 Budget proposal on paid family and medical leave. Issue: paid family and medical leave H.R. 2694 - Pregnant Workers Fairness Act. Issue: paid family and medical leave. Concurrent Resolution on the Budget, FY2022, S.Con.Res.14. The budget resolution calls for the $3.5 trillion in long-term investments to be fully offset by a combination of new tax revenues, health care savings, and long-term economic growth. In addition, the agreement would prohibit new taxes on families making less than $400,000 per year, and on small businesses and family farms. Issue: Medicare/Dental (Expanding Medicare to include dental, vision, hearing benefits and lowering the eligibility age). H.R. 5376- Build Back Better Act This bill provides funding, establishes programs, and otherwise modifies provisions relating to a broad array of areas, including education, labor, child-care, health care, taxes, immigration, and the environment. Excepted Benefits on Supplemental Benefits-proposed tri-agency rule through HHS, Treasury and Labor. S.3680 - Paid Family and Medical Leave Tax Credit Extension and Enhancement Act Diversity and Inclusion H.R. 5084 - Improving Corporate Governance Through Diversity Act. Issue: diversity and inclusion. H.R. 5360 - Closing the Racial Wealth Gap Act. Issue: diversity and inclusion. H.R. 281 - Ensuring Diverse Leadership Act. Issue: diversity and inclusion. H.R. 7946 and S. 4464 - Federal Reserve Racial and Economic Equity Act. Issue: diversity and inclusion.
2026 · first_quarter · Retirement
Retirement Security, Q4 2025 1.H.R.1013, S.424 Retirement Fairness for Charities and Educational Institutions Act of 2025: Allows 403(b) retirement plans to invest in Collective Investment Trust or Separate Accounts Insurance Products to establish investment parity with other defined contribution plans, like 401(k)s. 2.H.R.2023, S.988 Womens Retirement Protection Act (WRPA): This legislation imposes spousal consent requirements on nearly all distributions from defined contribution plans. The bill also seeks to enhance financial literacy through grants to community-based organizations and offers grants to such organizations to help low-income women and survivors of domestic abuse obtain qualified domestic relations orders. 3.H.R.2067, S.928 Protecting Americans Retirement Savings Act (PARSA): This bill prohibits ERISA-covered retirement plans from making new investments in companies controlled by or based in countries considered to be foreign adversaries. Foreign adversaries include China, Iran, North Korea, and Russia. The bill also requires fiduciaries to disclose continuing investments in such entities and sanctioned firms. 4.H.R.2089 Generating Retirement Ownership through Long-Term Holding (GROWTH): The legislation provides that reinvested mutual fund dividends are not subject to capital gains taxation until the investor sells his or her shares. 5.H.R.2163 No Penalties for Victims of Fraud Act: The bill ensures that victims of retirement account fraud are not subject to the 10% additional income tax on early retirement plan distributions. 6.H.R.2544, S.1222 Financial Freedom Act of 2025: The legislation prohibits the Secretary of Labor from restricting the investments available in self-directed 401(k) brokerage windows. The bill also prohibits the DOL from preventing a fiduciary from selecting, any particular type of investment alternative, provided that a fiduciary provides the participant or beneficiary an opportunity to choose, from a broad range of investment alternatives, nor can the DOL require that any particular type of investment be either favored or disfavored, other than on the basis of the investments risk-return characteristics. 7.H.R.2696, S.1526 Retirement Savings for Americans Act (RSAA): This legislation establishes a federally run American Worker Retirement Plan for private-sector workers that do not have access to a workplace-based retirement plan. The bill also includes an enhanced federal matching contribution that only applies to lower income workers that participate in the federal plan. 8.H.R.2748 First Time Homeowner Savings Plan Act: This legislation increases the amount first-time homebuyers could pull from their retirement savings from the $10,000 set in the 1990s to $25,000 (indexed to inflation) without the 10% additional income tax on early retirement plan distributions to use as a down payment on their home. 9.H.R.2869 EBSA Investigations Transparency Act: This legislation requires the Department of Labors Employee Benefits Security Administration (EBSA) to submit annual reports to Congress on the status of its open employee plan audits and to explain why any audits open for more than 36 months have not been closed. 10.H.R.2958 Balance the Scales Act: This legislation requires the Department of Labors Employee Benefits Security Administration (EBSA) to report annually to Congress about its use of common interest agreements. 11.H.R.2988 Protecting Prudent Investment of Retirement Savings Act: This legislation amends ERISA to specify that a retirement plan fiduciary shall be considered acting solely in the interest of participants only if: 1) the investment does not subordinate the interest of participants in their retirement income or financial benefits under the plan to other objectives, including ESG objectives and 2) the fiduciary does not sacrifice investment returns or take on additional investment risks to promote goals unrelated to the plan. 12.H.R.3526, S.2867 Uplifting First-Time Homebuyers Act of 2025: This legislation allows individuals to take an early distribution out of an IRA of up to $50,000 for a qualified first-time home purchase without the 10% additional income tax penalty. Current rules only allow up to a $10,000 early distribution without penalty. 13.H.R.4718, S.1707 Helping Young Americans Save for Retirement Act: This legislation lowers the required minimum participation age in ERISA-covered retirement plans from age 21 to age 18. 14.S.1840 Retirement Investment in Small Employers (RISE) Act: This legislation raises the floor for the existing $250 per-employee tax credit available to small businesses to create retirement plans, ensuring that all small businesses can receive a tax credit of at least $2,500. 15.S.2003 Strengthening Benefits Plans Act of 2025: This legislation permits surplus assets in a retiree health account to be used for other benefits, like active employee health benefits. The legislation also permits surplus assets in a defined benefit plan to be used to provide contributions to the employers defined contribution plan without terminating the defined benefit plan. 16.S.2210 Unlocking Benefits for Independent Workers Act: This legislation establishes a safe harbor under federal law for companies that would like to voluntarily provide independent workers with any benefit or protection commonly provided to full-time employees, such as retirement and health care benefits. 17.S.2217 Independent Retirement Fairness Act: This legislation relaxes the audit rules for pooled employer plans (PEPs) and allows companies to enroll their independent workers in PEPs and simplified employer pensions (SEPs) IRAs without triggering employee classification. 18.H.R.4548, S.2365 Small Nonprofit Retirement Security Act of 2025: This legislation makes the credit for small employer pension plan startup costs and the retirement auto-enrollment credit available to tax-exempt eligible small employers. 19.H.R.5325 Unclaimed Retirement Rescue Plan: This legislation directs the Department of Labor (DOL) to issue a regulation that would permit retirement plan fiduciaries to transfer unclaimed retirement distributions to State unclaimed property programs. 20.H.R.5748 Retirement Investment Choice Act: This legislation codifies Executive Order 14330 relating to democratizing access to alternative assets for 401(k) investors. 21.S.3083 Providing Complete Information to Retirement Investors Act: This legislation adds a new notice requirement to participants investing through brokerage windows in 401(k) plans to explain that the investments in a brokerage window have not been prudently selected and are not monitored by a plan fiduciary. 22.S.3086 Restoring Integrity in Fiduciary Duty Act: This legislation limits fiduciary consideration of nonpecuniary factors for investments. The bill further states that ERISA fiduciaries must also make decisions regarding the exercise of shareholder rights and proxy voting based on pecuniary factors. 23.H.R.5887 Saving for the Future Act: This legislation establishes a hybrid emergency savings and 401(k)-type government-run program called the Federal Universal Personal Savings Investment Program and creates UP Retirement Accounts for every full-time and part-time worker not covered by an active defined benefit pension plan. The legislation also requires employers to make a minimum employer contribution to the workers retirement account. 24.H.R.6084 ERISA Litigation Reform Act: This legislation amends the pleading standard under ERISA Section 502 for certain claims to put the burden on the plaintiff to plausibly allege and prove that an ERISA prohibitive transaction occurred that is not exempt under ERISA section 408(b)(2). 25.H.R.6324 Retirement Simplification and Clarity Act: This legislation would: (1) permit an in-service plan distribution to an individual retirement annuity on or after attainment of age 50; and (2) include a specific reference to an individual retirement annuity as a rollover option under a simplified 402(f) safe harbor notice. 26.H.R.6417, S.3333 Emergency Savings Enhancement Act of 2025: This legislation would double the maximum balance limit for Pension-Linked Emergency Savings Accounts (PLESAs) from $2,500 to $5,000 and allows Highly Compensated Employees (HCEs) to participate. 27.H.R.6450, S.3352 Retirement Rollover Flexibility Act: This legislation would permit rollover contributions from Roth IRAs to designated Roth accounts in qualified retirement plans, like 401(k)s. 28.H.R.6722 Automatic IRA Act of 2025: The legislation would require employers with more than 10 employees that do not sponsor a retirement plan to automatically enroll their employees in IRAs (automatic IRAs) or other automatic contribution plans or arrangements, like 401(k) plans. The legislation also requires 401(k) plans with over 100 participants plans must permit participants to elect to receive at least 50 percent of their vested account balance in the form of lifetime income. This requirement does not apply to participants with balances below $200,000. 29.H.R.6729, S.1831 Auto Reenroll Act of 2025: This legislation amends the qualified automatic contribution arrangement (QACA) safe harbor in the tax code for 401(k) plans to allow for automatic periodic reenrollment into the plan. 30.H.R.7185 Home Savings Act: This legislation permits penalty-free withdrawals from a 401(k) account for up to five years when the funds are used for a down payment or closing costs on a primary residence. The legislation also allows an individual to make a penalty-free 401(k) withdrawal and gift those funds to a relative, exempt from gift tax, provided the relative uses the money for a down payment or closing costs on a primary residence. 31.H.R.7362 Form 5500 Filing Simplification Act: This legislation extends the Form 5500 filing deadline to October 15 (for calendar year retirement plans), thus eliminating the need for an extension. 32.H.R.7556, S.2335 Pensions for All Act: This legislation requires every employer to provide to their employees a retirement program with benefits equivalent to the Federal Employees Retirement System (FERS) or to elect for their employees to participate in FERS. 33.General Accounts Product Corrections Act: This proposed legislation clarifies fiduciary responsibilities for life insurance companies as it relates to investments in their general accounts. Income Security S. 2415 and H.R. 7107, the Long-Term Care Affordability Act: Would allow for tax free distributions from retirement accounts to fund LTC contracts. H.R. 133, Both provisions are in the larger bill. H.R.1185 - FAMILY Act. Issue: paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member. H.R.1940 - New Parents Act of 2019. Issue: paid family and medical leave H.R.2163 - To amend the Internal Revenue Code of 1986 to allow for tax-advantaged distributions from health savings accounts during family or medical leave, and for other purposes. Issue: paid family and medical leave S.463 - FAMILY Act. Issue: paid family and medical leave- paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member S.920 - New Parents Act of 2019. Issue: paid family and medical leave Discussion draft - CRADLE Act. Issue: paid family and medical leave - allows for a deferment of retirement benefits for paid leave benefits. Proposed FY 2020 Budget proposal on paid family and medical leave. Issue: paid family and medical leave H.R. 2694 - Pregnant Workers Fairness Act. Issue: paid family and medical leave. Concurrent Resolution on the Budget, FY2022, S.Con.Res.14. The budget resolution calls for the $3.5 trillion in long-term investments to be fully offset by a combination of new tax revenues, health care savings, and long-term economic growth. In addition, the agreement would prohibit new taxes on families making less than $400,000 per year, and on small businesses and family farms. Issue: Medicare/Dental (Expanding Medicare to include dental, vision, hearing benefits and lowering the eligibility age). H.R. 5376- Build Back Better Act This bill provides funding, establishes programs, and otherwise modifies provisions relating to a broad array of areas, including education, labor, child-care, health care, taxes, immigration, and the environment. Excepted Benefits on Supplemental Benefits-proposed tri-agency rule through HHS, Treasury and Labor. S.3680 - Paid Family and Medical Leave Tax Credit Extension and Enhancement Act Diversity and Inclusion H.R. 5084 - Improving Corporate Governance Through Diversity Act. Issue: diversity and inclusion. H.R. 5360 - Closing the Racial Wealth Gap Act. Issue: diversity and inclusion. H.R. 281 - Ensuring Diverse Leadership Act. Issue: diversity and inclusion. H.R. 7946 and S. 4464 - Federal Reserve Racial and Economic Equity Act. Issue: diversity and inclusion.
2025 · second_quarter · Health Issues
NAPA Reauthorization Act (P.L. 118-92) Alzheimers Accountability and Investment Act (P.L. 118-93) Comprehensive Care for Alzheimers Act (S. 626 / H.R. 1637 118th Congress) Reauthorization of the BOLD Infrastructure for Alzheimer's Act (P.L. 115-406) BOLD Reauthorization Act (P.L. 118-142) Accelerating Access to Dementia & Alzheimers Provider Training (AADAPT) Act (H.R. 3747) Elizabeth Dole Home Care Act, (S. 141 / H.R. 542 118th Congress) The Senator Elizabeth Dole 21st Century Veterans Healthcare and Benefits Improvement Act (H.R. 8371 118th Congress) VA Clinician Appreciation, Recruitment, Education, Expansion, and Retention Support (CAREERS) Act of 2023 (S. 10 118th Congress) Access to Innovative Treatments Act of 2023 (H.R. 2408 118th Congress) Mandating Exclusive Review of Individual Treatments (MERIT) Act of 2023 (H.R. 133 118th Congress) Elder Justice Reauthorization and Modernization Act of 2023 (S. 1198/H.R. 2718 118th Congress) Expanding Veterans Options for Long-Term Care Act (S. 495/H.R.1815 118th Congress) Palliative Care and Hospice Education and Training Act of 2023 (S. 2243 118th Congress) Facilitating Innovative Nuclear Diagnostics (FIND) Act of 2023 (S. 1544/H.R. 1199 118th Congress) Supporting Our Seniors Act (S. 2584 118th Congress) Alleviating Barriers for Caregiving Act (S. 3109 118th Congress) Credit for Caring Act (S. 925/H.R. 2036) Lifespan Respite Care Reauthorization Act (S. 4325/H.R. 6160) to amend the Public Health Service Act to reauthorize a lifespan respite care program Lifespan Respite Care Reauthorization Act (S.830/H.R.2560) DeOndra Dixon INvestigation of Co-occurring Conditions across the Lifespan to Understand Down Syndrome (INCLUDE) Project Act of 2025 (H.R. 3491/S. 1838) Paid Family and Medical Leave Tax Credit Extension Act (S. 3680 118th Congress) Paid Family and Medical Leave Tax Credit Extension and Enhancement Act (S. 400/H.R. 996) CONNECT for Health Act (S. 2016/H.R. 4189 118th Congress; S. 1261 119th Congress) PACE Part D Choice Act (S. 1703/H.R. 3549 118th Congress) Improving Seniors' Access to Timely Care Act (S. 4532/H.R. 8702 118th Congress) to amend Title XVIII of the Social Security Act to establish requirements with respect to the use of prior authorization under Medicare Advantage plans Harmonizing Environmental Analyses and Launching Therapeutic Hubs to Yield Bolstered Research And Innovation in Neurological Science (HEALTHY BRAINS) Act (H.R. 9233) Better Empowerment Now to Enhance Framework and Improve Treatments Act of 2023 (BENEFIT) Act (S. 526/H.R. 1092) Essential Caregivers Act of 2024 (S. 4280/H.R. 8331) Ensuring Patient Access to Critical Breakthrough Products Act (H.R. 1691) Linking Seniors to Needed Legal Services Act (H.R. 8588) Amending the Rules of the House of Representatives to establish a Permanent Select Committee on Aging (H. Res. 1029) Catching Up Family Caregivers Act (S. 5149 / H.R. 9764) Improving Retirement Security for Family Caregivers Act (S. 5148 / H.R. 9765) Charitable Act (S. 317/H.R. 801) Health Tech Investment Act (S.1399) One Big Beautiful Bill Act (H.R. 1) Older Americans Act Reauthorization Act (S. 2120) Other matters related to disaster preparedness and older adults, public health emergencies, public health preparedness and response, telehealth, health disparities, and older Americans/people with disabilities in all phases of emergencies Other matters related to Monoclonal Antibodies Directed Against Amyloid for the Treatment of Alzheimer's Disease Other matters related to care payment models, including the GUIDE model Other matters related to Medicare care planning code 99483 Other matters related to health care workforce shortages Other matters related to home- and community-based services Other matters related to disaster preparedness and older adults Other matters related to Social Security Other matters related to technology-enabled collaborative learning and capacity-building models (Project ECHO) Other matters related to beta-amyloid PET scans Other matters related to selected diagnoses and services rendered under ICD-10 Other matters related to caregiving Other matters related to medical devices other matters related to rural health other matters related to veterans' health other matters related to Tricare Other matters related to research Other matters related to biomarkers including blood based tests and cerebral spinal fluid (CSF) Other matters related to public health Other matters related to elder justice Other matters related to Medicaid Other matters related to the National Plan to Address Alzheimer's Disease and the NAPA Advisory Council Other matters related to nonprofit infrastructure and operations Other matters related to the Alzheimer's Screening and Prevention (ASAP) Act
Client expense: $1,103,598 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Client expense: $1,103,598 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Client expense: $1,126,104 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Client expense: $1,790,000 · Firm income: Not reported
Government targets: Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Federal Emergency Management Agency (FEMA), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Indian Health Service, Justice, Dept of (DOJ), Natl Institutes of Health (NIH), SENATE, Social Security Administration (SSA), Veterans Affairs, Dept of (VA)
2025 · first_quarter · Health Issues
NAPA Reauthorization Act (S. 133 / H.R. 619 - P.L. 118-92) Alzheimers Accountability and Investment Act (S. 134 / H.R. 620 - P.L. 118-93) Comprehensive Care for Alzheimers Act (S. 626 / H.R. 1637) Reauthorization of the BOLD Infrastructure for Alzheimer's Act (P.L. 115-406) BOLD Infrastructure for Alzheimer's Reauthorization Act of 2024 (S. 3775/ H.R. 7218 - P.L. 118-142) Accelerating Access to Dementia & Alzheimers Provider Training (AADAPT) Act (S. 4276/H.R. 7688) Elizabeth Dole Home Care Act, of 2023 (S. 141 / H.R. 542) Senator Elizabeth Dole 21st Century Veterans Healthcare and Benefits Improvement Act (H.R. 8371) VA Clinician Appreciation, Recruitment, Education, Expansion, and Retention Support (CAREERS) Act of 2023 (S. 10) Access to Innovative Treatments Act of 2023 (H.R. 2408) Mandating Exclusive Review of Individual Treatments (MERIT) Act (H.R. 133) Elder Justice Reauthorization and Modernization Act of 2023 (S. 1198/H.R. 2718) Expanding Veterans Options for Long-Term Care Act (S. 495/H.R.1815) Palliative Care and Hospice Education and Training Act (S. 2243) Facilitating Innovative Nuclear Diagnostics (FIND) Act of 2023 (S. 1544/H.R. 1199) Supporting Our Seniors Act (S. 2584) Alleviating Barriers for Caregiving Act (S. 3109) Credit for Caring Act of 2024 (S. 3702/H.R. 7165) Credit for Caring Act of 2025 (S. 925/H.R. 2036) Lifespan Respite Care Reauthorization Act of 2024 (S. 4325/H.R. 6160) Lifespan Respite Care Reauthorization Act of 2025 (S.830/H.R.2560) DeOndra Dixon INvestigation of Co-occurring Conditions across the Lifespan to Understand Down Syndrome (INCLUDE) Project Act of 2024 (H.R. 7406) Paid Family and Medical Leave Tax Credit Extension Act (S. 3680) Paid Family and Medical Leave Tax Credit Extension and Enhancement Act (S. 400/H.R. 996) CONNECT for Health Act of 2023 (S. 2016/H.R. 4189) PACE Part D Choice Act of 2023 (S. 1703/H.R. 3549) Improving Seniors' Access to Timely Care Act of 2024 (S. 4532/H.R. 8702) Harmonizing Environmental Analyses and Launching Therapeutic Hubs to Yield Bolstered Research And Innovation in Neurological Science (HEALTHY BRAINS) Act of 2024 (H.R. 9233) Better Empowerment Now to Enhance Framework and Improve Treatments Act of 2023 (BENEFIT)(S. 526/H.R. 1092) Essential Caregivers Act of 2024 (S. 4280/H.R. 8331) Ensuring Patient Access to Critical Breakthrough Products Act of 2024 (H.R. 1691) Linking Seniors to Needed Legal Services Act of 2024 (H.R. 8588) Amending the Rules of the House of Representatives to establish a Permanent Select Committee on Aging (H. Res. 1029) Catching Up Family Caregivers Act of 2024 (S. 5149 / H.R. 9764) Improving Retirement Security for Family Caregivers Act of 2024 (S. 5148 / H.R. 9765) Charitable Act (S. 317/H.R. 801) Other matters related to disaster preparedness and older adults, public health emergencies, public health preparedness and response, telehealth, health disparities, and older Americans/people with disabilities in all phases of emergencies Other matters related to Monoclonal Antibodies Directed Against Amyloid for the Treatment of Alzheimer's Disease Other matters related to care payment models, including the GUIDE model Other matters related to Medicare care planning code 99483 Other matters related to health care workforce shortages Other matters related to home- and community-based services Other matters related to disaster preparedness and older adults Other matters related to Social Security Other matters related to technology-enabled collaborative learning and capacity-building models (Project ECHO) Other matters related to beta-amyloid PET scans Other matters related to selected diagnoses and services rendered under ICD-10 Other matters related to caregiving Other matters related to medical devices Other matters related to rural health Other matters related to veterans' health Other matters related to Tricare Other matters related to research Other matters related to biomarkers including blood based tests and cerebral spinal fluid (CSF) Other matters related to public health
Client expense: $560,000 · Firm income: Not reported
Government targets: Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Federal Emergency Management Agency (FEMA), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Indian Health Service, Natl Institutes of Health (NIH), SENATE, Social Security Administration (SSA), Veterans Affairs, Dept of (VA)
2025 · fourth_quarter · Health Issues
NAPA Reauthorization Act (P.L. 118-92) Alzheimers Accountability and Investment Act (P.L. 118-93) Comprehensive Care for Alzheimers Act (S. 626 / H.R. 1637 118th Congress) Reauthorization of the BOLD Infrastructure for Alzheimer's Act (P.L. 115-406) BOLD Reauthorization Act (P.L. 118-142) Accelerating Access to Dementia & Alzheimers Provider Training (AADAPT) Act (H.R. 3747) Elizabeth Dole Home Care Act, (S. 141 / H.R. 542 118th Congress) The Senator Elizabeth Dole 21st Century Veterans Healthcare and Benefits Improvement Act (H.R. 8371 118th Congress) VA Clinician Appreciation, Recruitment, Education, Expansion, and Retention Support (CAREERS) Act of 2023 (S. 10 118th Congress) Access to Innovative Treatments Act of 2023 (H.R. 2408 118th Congress) Mandating Exclusive Review of Individual Treatments (MERIT) Act of 2023 (H.R. 133 118th Congress) Elder Justice Reauthorization and Modernization Act of 2023 (S. 1198/H.R. 2718 118th Congress) Expanding Veterans Options for Long-Term Care Act (S. 495/H.R.1815 118th Congress) Palliative Care and Hospice Education and Training Act of 2023 (S. 2287/H.R. 4425) Facilitating Innovative Nuclear Diagnostics (FIND) Act of 2023 (S. 1544/H.R. 1199 118th Congress) Supporting Our Seniors Act (S. 2584 118th Congress) Alleviating Barriers for Caregiving Act (S. 3109 118th Congress) Credit for Caring Act (S. 925/H.R. 2036) Lifespan Respite Care Reauthorization Act (S. 4325/H.R. 6160 118th Congress) to amend the Public Health Service Act to reauthorize a lifespan respite care program Lifespan Respite Care Reauthorization Act (S.830/H.R.2560) DeOndra Dixon INvestigation of Co-occurring Conditions across the Lifespan to Understand Down Syndrome (INCLUDE) Project Act of 2025 (H.R. 3491/S. 1838) Paid Family and Medical Leave Tax Credit Extension Act (S. 3680 118th Congress) Paid Family and Medical Leave Tax Credit Extension and Enhancement Act (S. 400/H.R. 996) CONNECT for Health Act (S. 2016/H.R. 4189 118th Congress; S. 1261 119th Congress) PACE Part D Choice Act (S. 1703/H.R. 3549 118th Congress) Improving Seniors' Access to Timely Care Act (S. 1816/H.R. 3514) to amend Title XVIII of the Social Security Act to establish requirements with respect to the use of prior authorization under Medicare Advantage plans Harmonizing Environmental Analyses and Launching Therapeutic Hubs to Yield Bolstered Research And Innovation in Neurological Science (HEALTHY BRAINS) Act (H.R. 9233) Better Empowerment Now to Enhance Framework and Improve Treatments Act of 2023 (BENEFIT) Act (S. 526/H.R. 1092) Essential Caregivers Act of 2024 (S. 4280/H.R. 8331) Ensuring Patient Access to Critical Breakthrough Products Act (H.R. 1691) Linking Seniors to Needed Legal Services Act (H.R. 8588) Amending the Rules of the House of Representatives to establish a Permanent Select Committee on Aging (H. Res. 1029) Catching Up Family Caregivers Act (S. 5149 / H.R. 9764 118th Congress) Improving Retirement Security for Family Caregivers Act (S. 5148 / H.R. 9765 118th Congress) Charitable Act (S. 317/H.R. 801) Health Tech Investment Act (S.1399) One Big Beautiful Bill Act (H.R. 1) Older Americans Act Reauthorization Act (S. 2120) Alzheimers Screening and Prevention Act (H.R. 6130/S. 3267) Other matters related to disaster preparedness and older adults, public health emergencies, public health preparedness and response, telehealth, health disparities, and older Americans/people with disabilities in all phases of emergencies Other matters related to Monoclonal Antibodies Directed Against Amyloid for the Treatment of Alzheimer's Disease Other matters related to care payment models, including the GUIDE model Other matters related to Medicare care planning code 99483 Other matters related to health care workforce shortages Other matters related to home- and community-based services Other matters related to disaster preparedness and older adults Other matters related to Social Security Other matters related to technology-enabled collaborative learning and capacity-building models (Project ECHO) Other matters related to beta-amyloid PET scans Other matters related to selected diagnoses and services rendered under ICD-10 Other matters related to caregiving Other matters related to medical devices other matters related to rural health other matters related to veterans' health other matters related to Tricare Other matters related to research Other matters related to biomarkers including blood based tests and cerebral spinal fluid (CSF) Other matters related to public health Other matters related to elder justice Other matters related to Medicaid Other matters related to nonprofit infrastructure and operations Other matters related to the National Plan to Address Alzheimer's Disease and the NAPA Advisory Council Other matters related to the Alzheimer's Screening and Prevention (ASAP) Act Other matters related to brain health, risk reduction, and the U.S. POINTER study and results
Client expense: $520,000 · Firm income: Not reported
Government targets: Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Federal Emergency Management Agency (FEMA), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Indian Health Service, Justice, Dept of (DOJ), Natl Institutes of Health (NIH), SENATE, Social Security Administration (SSA), Veterans Affairs, Dept of (VA)
2025 · fourth_quarter · Health Issues
NAPA Reauthorization Act (P.L. 118-92) Alzheimers Accountability and Investment Act (P.L. 118-93) Comprehensive Care for Alzheimers Act (S. 626 / H.R. 1637 118th Congress) Reauthorization of the BOLD Infrastructure for Alzheimer's Act (P.L. 115-406) BOLD Reauthorization Act (P.L. 118-142) Accelerating Access to Dementia & Alzheimers Provider Training (AADAPT) Act (H.R. 3747) Elizabeth Dole Home Care Act, (S. 141 / H.R. 542 118th Congress) The Senator Elizabeth Dole 21st Century Veterans Healthcare and Benefits Improvement Act (H.R. 8371 118th Congress) VA Clinician Appreciation, Recruitment, Education, Expansion, and Retention Support (CAREERS) Act of 2023 (S. 10 118th Congress) Access to Innovative Treatments Act of 2023 (H.R. 2408 118th Congress) Mandating Exclusive Review of Individual Treatments (MERIT) Act of 2023 (H.R. 133 118th Congress) Elder Justice Reauthorization and Modernization Act of 2023 (S. 1198/H.R. 2718 118th Congress) Expanding Veterans Options for Long-Term Care Act (S. 495/H.R.1815 118th Congress) Palliative Care and Hospice Education and Training Act of 2023 (S. 2287/H.R. 4425) Facilitating Innovative Nuclear Diagnostics (FIND) Act of 2023 (S. 1544/H.R. 1199 118th Congress) Supporting Our Seniors Act (S. 2584 118th Congress) Alleviating Barriers for Caregiving Act (S. 3109 118th Congress) Credit for Caring Act (S. 925/H.R. 2036) Lifespan Respite Care Reauthorization Act (S. 4325/H.R. 6160 118th Congress) to amend the Public Health Service Act to reauthorize a lifespan respite care program Lifespan Respite Care Reauthorization Act (S.830/H.R.2560) DeOndra Dixon INvestigation of Co-occurring Conditions across the Lifespan to Understand Down Syndrome (INCLUDE) Project Act of 2025 (H.R. 3491/S. 1838) Paid Family and Medical Leave Tax Credit Extension Act (S. 3680 118th Congress) Paid Family and Medical Leave Tax Credit Extension and Enhancement Act (S. 400/H.R. 996) CONNECT for Health Act (S. 2016/H.R. 4189 118th Congress; S. 1261 119th Congress) PACE Part D Choice Act (S. 1703/H.R. 3549 118th Congress) Improving Seniors' Access to Timely Care Act (S. 1816/H.R. 3514) to amend Title XVIII of the Social Security Act to establish requirements with respect to the use of prior authorization under Medicare Advantage plans Harmonizing Environmental Analyses and Launching Therapeutic Hubs to Yield Bolstered Research And Innovation in Neurological Science (HEALTHY BRAINS) Act (H.R. 9233) Better Empowerment Now to Enhance Framework and Improve Treatments Act of 2023 (BENEFIT) Act (S. 526/H.R. 1092) Essential Caregivers Act of 2024 (S. 4280/H.R. 8331) Ensuring Patient Access to Critical Breakthrough Products Act (H.R. 1691) Linking Seniors to Needed Legal Services Act (H.R. 8588) Amending the Rules of the House of Representatives to establish a Permanent Select Committee on Aging (H. Res. 1029) Catching Up Family Caregivers Act (S. 5149 / H.R. 9764 118th Congress) Improving Retirement Security for Family Caregivers Act (S. 5148 / H.R. 9765 118th Congress) Charitable Act (S. 317/H.R. 801) Health Tech Investment Act (S.1399) One Big Beautiful Bill Act (H.R. 1) Older Americans Act Reauthorization Act (S. 2120) Alzheimers Screening and Prevention Act (H.R. 6130/S. 3267) Other matters related to disaster preparedness and older adults, public health emergencies, public health preparedness and response, telehealth, health disparities, and older Americans/people with disabilities in all phases of emergencies Other matters related to Monoclonal Antibodies Directed Against Amyloid for the Treatment of Alzheimer's Disease Other matters related to care payment models, including the GUIDE model Other matters related to Medicare care planning code 99483 Other matters related to health care workforce shortages Other matters related to home- and community-based services Other matters related to disaster preparedness and older adults Other matters related to Social Security Other matters related to technology-enabled collaborative learning and capacity-building models (Project ECHO) Other matters related to beta-amyloid PET scans Other matters related to selected diagnoses and services rendered under ICD-10 Other matters related to caregiving Other matters related to medical devices other matters related to rural health other matters related to veterans' health other matters related to Tricare Other matters related to research Other matters related to biomarkers including blood based tests and cerebral spinal fluid (CSF) Other matters related to public health Other matters related to elder justice Other matters related to Medicaid Other matters related to nonprofit infrastructure and operations Other matters related to the National Plan to Address Alzheimer's Disease and the NAPA Advisory Council Other matters related to the Alzheimer's Screening and Prevention (ASAP) Act Other matters related to brain health, risk reduction, and the U.S. POINTER study and results
Client expense: $560,000 · Firm income: Not reported
Government targets: Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Federal Emergency Management Agency (FEMA), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Indian Health Service, Justice, Dept of (DOJ), Natl Institutes of Health (NIH), SENATE, Social Security Administration (SSA), Veterans Affairs, Dept of (VA)
2025 · fourth_quarter · Health Issues
NAPA Reauthorization Act (P.L. 118-92) Alzheimers Accountability and Investment Act (P.L. 118-93) Comprehensive Care for Alzheimers Act (S. 626 / H.R. 1637 118th Congress) Reauthorization of the BOLD Infrastructure for Alzheimer's Act (P.L. 115-406) BOLD Reauthorization Act (P.L. 118-142) Accelerating Access to Dementia & Alzheimers Provider Training (AADAPT) Act (H.R. 3747) Elizabeth Dole Home Care Act, (S. 141 / H.R. 542 118th Congress) The Senator Elizabeth Dole 21st Century Veterans Healthcare and Benefits Improvement Act (H.R. 8371 118th Congress) VA Clinician Appreciation, Recruitment, Education, Expansion, and Retention Support (CAREERS) Act of 2023 (S. 10 118th Congress) Access to Innovative Treatments Act of 2023 (H.R. 2408 118th Congress) Mandating Exclusive Review of Individual Treatments (MERIT) Act of 2023 (H.R. 133 118th Congress) Elder Justice Reauthorization and Modernization Act of 2023 (S. 1198/H.R. 2718 118th Congress) Expanding Veterans Options for Long-Term Care Act (S. 495/H.R.1815 118th Congress) Palliative Care and Hospice Education and Training Act of 2023 (S. 2287/H.R. 4425) Facilitating Innovative Nuclear Diagnostics (FIND) Act of 2023 (S. 1544/H.R. 1199 118th Congress) Supporting Our Seniors Act (S. 2584 118th Congress) Alleviating Barriers for Caregiving Act (S. 3109 118th Congress) Credit for Caring Act (S. 925/H.R. 2036) Lifespan Respite Care Reauthorization Act (S. 4325/H.R. 6160 118th Congress) to amend the Public Health Service Act to reauthorize a lifespan respite care program Lifespan Respite Care Reauthorization Act (S.830/H.R.2560) DeOndra Dixon INvestigation of Co-occurring Conditions across the Lifespan to Understand Down Syndrome (INCLUDE) Project Act of 2025 (H.R. 3491/S. 1838) Paid Family and Medical Leave Tax Credit Extension Act (S. 3680 118th Congress) Paid Family and Medical Leave Tax Credit Extension and Enhancement Act (S. 400/H.R. 996) CONNECT for Health Act (S. 2016/H.R. 4189 118th Congress; S. 1261 119th Congress) PACE Part D Choice Act (S. 1703/H.R. 3549 118th Congress) Improving Seniors' Access to Timely Care Act (S. 1816/H.R. 3514) to amend Title XVIII of the Social Security Act to establish requirements with respect to the use of prior authorization under Medicare Advantage plans Harmonizing Environmental Analyses and Launching Therapeutic Hubs to Yield Bolstered Research And Innovation in Neurological Science (HEALTHY BRAINS) Act (H.R. 9233) Better Empowerment Now to Enhance Framework and Improve Treatments Act of 2023 (BENEFIT) Act (S. 526/H.R. 1092) Essential Caregivers Act of 2024 (S. 4280/H.R. 8331) Ensuring Patient Access to Critical Breakthrough Products Act (H.R. 1691) Linking Seniors to Needed Legal Services Act (H.R. 8588) Amending the Rules of the House of Representatives to establish a Permanent Select Committee on Aging (H. Res. 1029) Catching Up Family Caregivers Act (S. 5149 / H.R. 9764 118th Congress) Improving Retirement Security for Family Caregivers Act (S. 5148 / H.R. 9765 118th Congress) Charitable Act (S. 317/H.R. 801) Health Tech Investment Act (S.1399) One Big Beautiful Bill Act (H.R. 1) Older Americans Act Reauthorization Act (S. 2120) Alzheimers Screening and Prevention Act (H.R. 6130/S. 3267) Other matters related to disaster preparedness and older adults, public health emergencies, public health preparedness and response, telehealth, health disparities, and older Americans/people with disabilities in all phases of emergencies Other matters related to Monoclonal Antibodies Directed Against Amyloid for the Treatment of Alzheimer's Disease Other matters related to care payment models, including the GUIDE model Other matters related to Medicare care planning code 99483 Other matters related to health care workforce shortages Other matters related to home- and community-based services Other matters related to disaster preparedness and older adults Other matters related to Social Security Other matters related to technology-enabled collaborative learning and capacity-building models (Project ECHO) Other matters related to beta-amyloid PET scans Other matters related to selected diagnoses and services rendered under ICD-10 Other matters related to caregiving Other matters related to medical devices other matters related to rural health other matters related to veterans' health other matters related to Tricare Other matters related to research Other matters related to biomarkers including blood based tests and cerebral spinal fluid (CSF) Other matters related to public health Other matters related to elder justice Other matters related to Medicaid Other matters related to nonprofit infrastructure and operations Other matters related to the National Plan to Address Alzheimer's Disease and the NAPA Advisory Council Other matters related to the Alzheimer's Screening and Prevention (ASAP) Act Other matters related to brain health, risk reduction, and the U.S. POINTER study and results
Client expense: $520,000 · Firm income: Not reported
Government targets: Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Federal Emergency Management Agency (FEMA), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Indian Health Service, Justice, Dept of (DOJ), Natl Institutes of Health (NIH), SENATE, Social Security Administration (SSA), Veterans Affairs, Dept of (VA)
2025 · fourth_quarter · Retirement
1.H.R.1013, S.424 Retirement Fairness for Charities and Educational Institutions Act of 2025: Allows 403(b) retirement plans to invest in Collective Investment Trust or Separate Accounts Insurance Products to establish investment parity with other defined contribution plans, like 401(k)s. 2.H.R.2023, S.988 Womens Retirement Protection Act (WRPA): This legislation imposes spousal consent requirements on nearly all distributions from defined contribution plans. The bill also seeks to enhance financial literacy through grants to community-based organizations and offers grants to such organizations to help low-income women and survivors of domestic abuse obtain qualified domestic relations orders. 3.H.R.2067, S.928 Protecting Americans Retirement Savings Act (PARSA): This bill prohibits ERISA-covered retirement plans from making new investments in companies controlled by or based in countries considered to be foreign adversaries. Foreign adversaries include China, Iran, North Korea, and Russia. The bill also requires fiduciaries to disclose continuing investments in such entities and sanctioned firms. 4.H.R.2089 Generating Retirement Ownership through Long-Term Holding (GROWTH): The legislation provides that reinvested mutual fund dividends are not subject to capital gains taxation until the investor sells his or her shares. 5.H.R.2163 No Penalties for Victims of Fraud Act: The bill ensures that victims of retirement account fraud are not subject to the 10% additional income tax on early retirement plan distributions. 6.H.R.2544, S.1222 Financial Freedom Act of 2025: The legislation prohibits the Secretary of Labor from restricting the investments available in self-directed 401(k) brokerage windows. The bill also prohibits the DOL from preventing a fiduciary from selecting, any particular type of investment alternative, provided that a fiduciary provides the participant or beneficiary an opportunity to choose, from a broad range of investment alternatives, nor can the DOL require that any particular type of investment be either favored or disfavored, other than on the basis of the investments risk-return characteristics. 7.H.R.2696, S.1526 Retirement Savings for Americans Act (RSAA): This legislation establishes a federally run American Worker Retirement Plan for private-sector workers that do not have access to a workplace-based retirement plan. The bill also includes an enhanced federal matching contribution that only applies to lower income workers that participate in the federal plan. 8.H.R.2748 First Time Homeowner Savings Plan Act: This legislation increases the amount first-time homebuyers could pull from their retirement savings from the $10,000 set in the 1990s to $25,000 (indexed to inflation) without the 10% additional income tax on early retirement plan distributions to use as a down payment on their home. 9.H.R.2869 EBSA Investigations Transparency Act: This legislation requires the Department of Labors Employee Benefits Security Administration (EBSA) to submit annual reports to Congress on the status of its open employee plan audits and to explain why any audits open for more than 36 months have not been closed. 10.H.R.2958 Balance the Scales Act: This legislation requires the Department of Labors Employee Benefits Security Administration (EBSA) to report annually to Congress about its use of common interest agreements. 11.H.R.2988 Protecting Prudent Investment of Retirement Savings Act: This legislation amends ERISA to specify that a retirement plan fiduciary shall be considered acting solely in the interest of participants only if: 1) the investment does not subordinate the interest of participants in their retirement income or financial benefits under the plan to other objectives, including ESG objectives and 2) the fiduciary does not sacrifice investment returns or take on additional investment risks to promote goals unrelated to the plan. 12.H.R.4718, S.1707 Helping Young Americans Save for Retirement Act: This legislation lowers the required minimum participation age in ERISA-covered retirement plans from age 21 to age 18. 13.S.1831 Auto Reenroll Act of 2025: This legislation amends the qualified automatic contribution arrangement (QACA) safe harbor in the tax code for 401(k) plans to allow for automatic periodic reenrollment into the plan. 14.S.1840 Retirement Investment in Small Employers (RISE) Act: This legislation raises the floor for the existing $250 per-employee tax credit available to small businesses to create retirement plans, ensuring that all small businesses can receive a tax credit of at least $2,500. 15.S.2003 Strengthening Benefits Plans Act of 2025: This legislation permits surplus assets in a retiree health account to be used for other benefits, like active employee health benefits. The legislation also permits surplus assets in a defined benefit plan to be used to provide contributions to the employers defined contribution plan without terminating the defined benefit plan. 16.S.2210 Unlocking Benefits for Independent Workers Act: This legislation establishes a safe harbor under federal law for companies that would like to voluntarily provide independent workers with any benefit or protection commonly provided to full-time employees, such as retirement and health care benefits. 17.S.2217 Independent Retirement Fairness Act: This legislation relaxes the audit rules for pooled employer plans (PEPs) and allows companies to enroll their independent workers in PEPs and simplified employer pensions (SEPs) IRAs without triggering employee classification. 18.H.R.4548, S.2365 Small Nonprofit Retirement Security Act of 2025: This legislation makes the credit for small employer pension plan startup costs and the retirement auto-enrollment credit available to tax-exempt eligible small employers. 19.H.R.5325 Unclaimed Retirement Rescue Plan: This legislation directs the Department of Labor (DOL) to issue a regulation that would permit retirement plan fiduciaries to transfer unclaimed retirement distributions to State unclaimed property programs. 20.General Accounts Product Corrections Act: This proposed legislation clarifies fiduciary responsibilities for life insurance companies as it relates to investments in their general accounts. Income Security S. 2415 and H.R. 7107, the Long-Term Care Affordability Act: Would allow for tax free distributions from retirement accounts to fund LTC contracts. H.R. 133, Both provisions are in the larger bill. H.R.1185 - FAMILY Act. Issue: paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member. H.R.1940 - New Parents Act of 2019. Issue: paid family and medical leave H.R.2163 - To amend the Internal Revenue Code of 1986 to allow for tax-advantaged distributions from health savings accounts during family or medical leave, and for other purposes. Issue: paid family and medical leave S.463 - FAMILY Act. Issue: paid family and medical leave- paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member S.920 - New Parents Act of 2019. Issue: paid family and medical leave Discussion draft - CRADLE Act. Issue: paid family and medical leave - allows for a deferment of retirement benefits for paid leave benefits. Proposed FY 2020 Budget proposal on paid family and medical leave. Issue: paid family and medical leave H.R. 2694 - Pregnant Workers Fairness Act. Issue: paid family and medical leave. Concurrent Resolution on the Budget, FY2022, S.Con.Res.14. The budget resolution calls for the $3.5 trillion in long-term investments to be fully offset by a combination of new tax revenues, health care savings, and long-term economic growth. In addition, the agreement would prohibit new taxes on families making less than $400,000 per year, and on small businesses and family farms. Issue: Medicare/Dental (Expanding Medicare to include dental, vision, hearing benefits and lowering the eligibility age). H.R. 5376- Build Back Better Act This bill provides funding, establishes programs, and otherwise modifies provisions relating to a broad array of areas, including education, labor, child-care, health care, taxes, immigration, and the environment. Excepted Benefits on Supplemental Benefits-proposed tri-agency rule through HHS, Treasury and Labor. S.3680 - Paid Family and Medical Leave Tax Credit Extension and Enhancement Act Diversity and Inclusion H.R. 5084 - Improving Corporate Governance Through Diversity Act. Issue: diversity and inclusion. H.R. 5360 - Closing the Racial Wealth Gap Act. Issue: diversity and inclusion. H.R. 281 - Ensuring Diverse Leadership Act. Issue: diversity and inclusion. H.R. 7946 and S. 4464 - Federal Reserve Racial and Economic Equity Act. Issue: diversity and inclusion.
Client expense: $1,878,641 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2025 · third_quarter · Retirement
1.H.R.1013, S.424 Retirement Fairness for Charities and Educational Institutions Act of 2025: Allows 403(b) retirement plans to invest in Collective Investment Trust or Separate Accounts Insurance Products to establish investment parity with other defined contribution plans, like 401(k)s. 2.H.R.2023, S.988 Womens Retirement Protection Act (WRPA): This legislation imposes spousal consent requirements on nearly all distributions from defined contribution plans. The bill also seeks to enhance financial literacy through grants to community-based organizations and offers grants to such organizations to help low-income women and survivors of domestic abuse obtain qualified domestic relations orders. 3.H.R.2067, S.928 Protecting Americans Retirement Savings Act (PARSA): This bill prohibits ERISA-covered retirement plans from making new investments in companies controlled by or based in countries considered to be foreign adversaries. Foreign adversaries include China, Iran, North Korea, and Russia. The bill also requires fiduciaries to disclose continuing investments in such entities and sanctioned firms. 4.H.R.2089 Generating Retirement Ownership through Long-Term Holding (GROWTH): The legislation provides that reinvested mutual fund dividends are not subject to capital gains taxation until the investor sells his or her shares. 5.H.R.2163 No Penalties for Victims of Fraud Act: The bill ensures that victims of retirement account fraud are not subject to the 10% additional income tax on early retirement plan distributions. 6.H.R.2544, S.1222 Financial Freedom Act of 2025: The legislation prohibits the Secretary of Labor from restricting the investments available in self-directed 401(k) brokerage windows. The bill also prohibits the DOL from preventing a fiduciary from selecting, any particular type of investment alternative, provided that a fiduciary provides the participant or beneficiary an opportunity to choose, from a broad range of investment alternatives, nor can the DOL require that any particular type of investment be either favored or disfavored, other than on the basis of the investments risk-return characteristics. 7.H.R.2696, S.1526 Retirement Savings for Americans Act (RSAA): This legislation establishes a federally run American Worker Retirement Plan for private-sector workers that do not have access to a workplace-based retirement plan. The bill also includes an enhanced federal matching contribution that only applies to lower income workers that participate in the federal plan. 8.H.R.2748 First Time Homeowner Savings Plan Act: This legislation increases the amount first-time homebuyers could pull from their retirement savings from the $10,000 set in the 1990s to $25,000 (indexed to inflation) without the 10% additional income tax on early retirement plan distributions to use as a down payment on their home. 9.H.R.2869 EBSA Investigations Transparency Act: This legislation requires the Department of Labors Employee Benefits Security Administration (EBSA) to submit annual reports to Congress on the status of its open employee plan audits and to explain why any audits open for more than 36 months have not been closed. 10.H.R.2958 Balance the Scales Act: This legislation requires the Department of Labors Employee Benefits Security Administration (EBSA) to report annually to Congress about its use of common interest agreements. 11.H.R.2988 Protecting Prudent Investment of Retirement Savings Act: This legislation amends ERISA to specify that a retirement plan fiduciary shall be considered acting solely in the interest of participants only if: 1) the investment does not subordinate the interest of participants in their retirement income or financial benefits under the plan to other objectives, including ESG objectives and 2) the fiduciary does not sacrifice investment returns or take on additional investment risks to promote goals unrelated to the plan. 12.H.R.4718, S.1707 Helping Young Americans Save for Retirement Act: This legislation lowers the required minimum participation age in ERISA-covered retirement plans from age 21 to age 18. 13.S.1831 Auto Reenroll Act of 2025: This legislation amends the qualified automatic contribution arrangement (QACA) safe harbor in the tax code for 401(k) plans to allow for automatic periodic reenrollment into the plan. 14.S.1840 Retirement Investment in Small Employers (RISE) Act: This legislation raises the floor for the existing $250 per-employee tax credit available to small businesses to create retirement plans, ensuring that all small businesses can receive a tax credit of at least $2,500. 15.S.2003 Strengthening Benefits Plans Act of 2025: This legislation permits surplus assets in a retiree health account to be used for other benefits, like active employee health benefits. The legislation also permits surplus assets in a defined benefit plan to be used to provide contributions to the employers defined contribution plan without terminating the defined benefit plan. 16.S.2210 Unlocking Benefits for Independent Workers Act: This legislation establishes a safe harbor under federal law for companies that would like to voluntarily provide independent workers with any benefit or protection commonly provided to full-time employees, such as retirement and health care benefits. 17.S.2217 Independent Retirement Fairness Act: This legislation relaxes the audit rules for pooled employer plans (PEPs) and allows companies to enroll their independent workers in PEPs and simplified employer pensions (SEPs) IRAs without triggering employee classification. 18.H.R.4548, S.2365 Small Nonprofit Retirement Security Act of 2025: This legislation makes the credit for small employer pension plan startup costs and the retirement auto-enrollment credit available to tax-exempt eligible small employers. 19.H.R.5325 Unclaimed Retirement Rescue Plan: This legislation directs the Department of Labor (DOL) to issue a regulation that would permit retirement plan fiduciaries to transfer unclaimed retirement distributions to State unclaimed property programs. 20.General Accounts Product Corrections Act: This proposed legislation clarifies fiduciary responsibilities for life insurance companies as it relates to investments in their general accounts. Income Security S. 2415 and H.R. 7107, the Long-Term Care Affordability Act: Would allow for tax free distributions from retirement accounts to fund LTC contracts. H.R. 133, Both provisions are in the larger bill. H.R.1185 - FAMILY Act. Issue: paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member. H.R.1940 - New Parents Act of 2019. Issue: paid family and medical leave H.R.2163 - To amend the Internal Revenue Code of 1986 to allow for tax-advantaged distributions from health savings accounts during family or medical leave, and for other purposes. Issue: paid family and medical leave S.463 - FAMILY Act. Issue: paid family and medical leave- paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member S.920 - New Parents Act of 2019. Issue: paid family and medical leave Discussion draft - CRADLE Act. Issue: paid family and medical leave - allows for a deferment of retirement benefits for paid leave benefits. Proposed FY 2020 Budget proposal on paid family and medical leave. Issue: paid family and medical leave H.R. 2694 - Pregnant Workers Fairness Act. Issue: paid family and medical leave. Concurrent Resolution on the Budget, FY2022, S.Con.Res.14. The budget resolution calls for the $3.5 trillion in long-term investments to be fully offset by a combination of new tax revenues, health care savings, and long-term economic growth. In addition, the agreement would prohibit new taxes on families making less than $400,000 per year, and on small businesses and family farms. Issue: Medicare/Dental (Expanding Medicare to include dental, vision, hearing benefits and lowering the eligibility age). H.R. 5376- Build Back Better Act This bill provides funding, establishes programs, and otherwise modifies provisions relating to a broad array of areas, including education, labor, child-care, health care, taxes, immigration, and the environment. Excepted Benefits on Supplemental Benefits-proposed tri-agency rule through HHS, Treasury and Labor. S.3680 - Paid Family and Medical Leave Tax Credit Extension and Enhancement Act Diversity and Inclusion H.R. 5084 - Improving Corporate Governance Through Diversity Act. Issue: diversity and inclusion. H.R. 5360 - Closing the Racial Wealth Gap Act. Issue: diversity and inclusion. H.R. 281 - Ensuring Diverse Leadership Act. Issue: diversity and inclusion. H.R. 7946 and S. 4464 - Federal Reserve Racial and Economic Equity Act. Issue: diversity and inclusion.
Client expense: $1,419,989 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2025 · third_quarter · Health Issues
NAPA Reauthorization Act (P.L. 118-92) Alzheimers Accountability and Investment Act (P.L. 118-93) Comprehensive Care for Alzheimers Act (S. 626 / H.R. 1637 118th Congress) Reauthorization of the BOLD Infrastructure for Alzheimer's Act (P.L. 115-406) BOLD Reauthorization Act (P.L. 118-142) Accelerating Access to Dementia & Alzheimers Provider Training (AADAPT) Act (H.R. 3747) Elizabeth Dole Home Care Act, (S. 141 / H.R. 542 118th Congress) The Senator Elizabeth Dole 21st Century Veterans Healthcare and Benefits Improvement Act (H.R. 8371 118th Congress) VA Clinician Appreciation, Recruitment, Education, Expansion, and Retention Support (CAREERS) Act of 2023 (S. 10 118th Congress) Access to Innovative Treatments Act of 2023 (H.R. 2408 118th Congress) Mandating Exclusive Review of Individual Treatments (MERIT) Act of 2023 (H.R. 133 118th Congress) Elder Justice Reauthorization and Modernization Act of 2023 (S. 1198/H.R. 2718 118th Congress) Expanding Veterans Options for Long-Term Care Act (S. 495/H.R.1815 118th Congress) Palliative Care and Hospice Education and Training Act of 2023 (S. 2243 118th Congress) Facilitating Innovative Nuclear Diagnostics (FIND) Act of 2023 (S. 1544/H.R. 1199 118th Congress) Supporting Our Seniors Act (S. 2584 118th Congress) Alleviating Barriers for Caregiving Act (S. 3109 118th Congress) Credit for Caring Act of 2025 (S. 925/H.R. 2036) Lifespan Respite Care Reauthorization Act of 2024 (S. 4325/H.R. 6160) to amend the Public Health Service Act to reauthorize a lifespan respite care program Lifespan Respite Care Reauthorization Act of 2025 (S.830/H.R.2560) DeOndra Dixon INvestigation of Co-occurring Conditions across the Lifespan to Understand Down Syndrome (INCLUDE) Project Act of 2025 (H.R. 3491/S. 1838) Paid Family and Medical Leave Tax Credit Extension Act (S. 3680 118th Congress) Paid Family and Medical Leave Tax Credit Extension and Enhancement Act (S. 400/H.R. 996) CONNECT for Health Act of 2025 (S. 2016/H.R. 4189 118th Congress; S. 1261) PACE Part D Choice Act (S. 1703/H.R. 3549 118th Congress) Improving Seniors' Access to Timely Care Act (S. 4532/H.R. 8702 118th Congress) to amend Title XVIII of the Social Security Act to establish requirements with respect to the use of prior authorization under Medicare Advantage plans Harmonizing Environmental Analyses and Launching Therapeutic Hubs to Yield Bolstered Research And Innovation in Neurological Science (HEALTHY BRAINS) Act (H.R. 9233) Better Empowerment Now to Enhance Framework and Improve Treatments Act of 2023 (BENEFIT) Act (S. 526/H.R. 1092) Essential Caregivers Act of 2024 (S. 4280/H.R. 8331, 118th Congress) Ensuring Patient Access to Critical Breakthrough Products Act (H.R. 1691, 118th Congress) Linking Seniors to Needed Legal Services Act (H.R. 8588, 118th Congress) Amending the Rules of the House of Representatives to establish a Permanent Select Committee on Aging (H. Res. 1029) Catching Up Family Caregivers Act (S. 5149 / H.R. 9764, 118th Congress) Improving Retirement Security for Family Caregivers Act (S. 5148 / H.R. 9765, 118th Congress) Charitable Act (S. 317/H.R. 801) Health Tech Investment Act (S.1399) One Big Beautiful Bill Act (H.R. 1) Older Americans Act Reauthorization Act of 2025 (S. 2120) Other matters related to disaster preparedness and older adults, public health emergencies, public health preparedness and response, telehealth, health disparities, and older Americans/people with disabilities in all phases of emergencies Other matters related to Monoclonal Antibodies Directed Against Amyloid for the Treatment of Alzheimer's Disease Other matters related to care payment models, including the GUIDE model Other matters related to Medicare care planning code 99483 Other matters related to health care workforce shortages Other matters related to home- and community-based services Other matters related to disaster preparedness and older adults Other matters related to Social Security Other matters related to technology-enabled collaborative learning and capacity-building models (Project ECHO) Other matters related to beta-amyloid PET scans Other matters related to selected diagnoses and services rendered under ICD-10 Other matters related to caregiving Other matters related to medical devices other matters related to rural health other matters related to veterans' health other matters related to Tricare Other matters related to research Other matters related to biomarkers including blood based tests and cerebral spinal fluid (CSF) Other matters related to public health Other matters related to elder justice Other matters related to Medicaid Other matters related to the National Plan to Address Alzheimer's Disease and the NAPA Advisory Council Other matters related to nonprofit infrastructure and operations Other matters related to the Alzheimer's Screening and Prevention (ASAP) Act Other matters related to the National Plan to Address Alzheimer's Disease and the NAPA Advisory Council Other matters related to nonprofit infrastructure and operations Other matters related to the Alzheimer's Screening and Prevention (ASAP) Act Other matters related to brain health, risk reduction, and the U.S. POINTER study and results
Client expense: $1,090,000 · Firm income: Not reported
Government targets: Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Federal Emergency Management Agency (FEMA), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Indian Health Service, Justice, Dept of (DOJ), Natl Institutes of Health (NIH), SENATE, Social Security Administration (SSA), Veterans Affairs, Dept of (VA)
2025 · third_quarter · Taxation/Internal Revenue Code
Paid Family and Medical Leave Tax Credit Extension and Enhancement Act (S. 3680) and H.R. 996 sponsored by Senator Deb Fischer and Rep. Randy Feenstra respectively to give a 5 year, 25 percent tax credit for employers who voluntarily offer up to 12 weeks of paid family leave to employees. Included in final version of One Big Beautiful bill signed into law on Juky 4, 2025.
Client expense: Not reported · Firm income: $5,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2025 · second_quarter · Taxation/Internal Revenue Code
Paid Family and Medical Leave Tax Credit Extension and Enhancement Act (S. 3680) and H.R. 996 sponsored by Senator Deb Fischer and Rep. Randy Feenstra respectively to give a 5 year, 25 percent tax credit for employers who voluntarily offer up to 12 weeks of paid family leave to employees.
Client expense: Not reported · Firm income: $5,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2025 · second_quarter · Health Issues
NAPA Reauthorization Act (P.L. 118-92) Alzheimers Accountability and Investment Act (P.L. 118-93) Comprehensive Care for Alzheimers Act (S. 626 / H.R. 1637 118th Congress) Reauthorization of the BOLD Infrastructure for Alzheimer's Act (P.L. 115-406) BOLD Reauthorization Act (P.L. 118-142) Accelerating Access to Dementia & Alzheimers Provider Training (AADAPT) Act (H.R. 3747) Elizabeth Dole Home Care Act, (S. 141 / H.R. 542 118th Congress) The Senator Elizabeth Dole 21st Century Veterans Healthcare and Benefits Improvement Act (H.R. 8371 118th Congress) VA Clinician Appreciation, Recruitment, Education, Expansion, and Retention Support (CAREERS) Act of 2023 (S. 10 118th Congress) Access to Innovative Treatments Act of 2023 (H.R. 2408 118th Congress) Mandating Exclusive Review of Individual Treatments (MERIT) Act of 2023 (H.R. 133 118th Congress) Elder Justice Reauthorization and Modernization Act of 2023 (S. 1198/H.R. 2718 118th Congress) Expanding Veterans Options for Long-Term Care Act (S. 495/H.R.1815 118th Congress) Palliative Care and Hospice Education and Training Act of 2023 (S. 2243 118th Congress) Facilitating Innovative Nuclear Diagnostics (FIND) Act of 2023 (S. 1544/H.R. 1199 118th Congress) Supporting Our Seniors Act (S. 2584 118th Congress) Alleviating Barriers for Caregiving Act (S. 3109 118th Congress) Credit for Caring Act (S. 925/H.R. 2036) Lifespan Respite Care Reauthorization Act (S. 4325/H.R. 6160) to amend the Public Health Service Act to reauthorize a lifespan respite care program Lifespan Respite Care Reauthorization Act (S.830/H.R.2560) DeOndra Dixon INvestigation of Co-occurring Conditions across the Lifespan to Understand Down Syndrome (INCLUDE) Project Act of 2025 (H.R. 3491/S. 1838) Paid Family and Medical Leave Tax Credit Extension Act (S. 3680 118th Congress) Paid Family and Medical Leave Tax Credit Extension and Enhancement Act (S. 400/H.R. 996) CONNECT for Health Act (S. 2016/H.R. 4189 118th Congress; S. 1261 119th Congress) PACE Part D Choice Act (S. 1703/H.R. 3549 118th Congress) Improving Seniors' Access to Timely Care Act (S. 4532/H.R. 8702 118th Congress) to amend Title XVIII of the Social Security Act to establish requirements with respect to the use of prior authorization under Medicare Advantage plans Harmonizing Environmental Analyses and Launching Therapeutic Hubs to Yield Bolstered Research And Innovation in Neurological Science (HEALTHY BRAINS) Act (H.R. 9233) Better Empowerment Now to Enhance Framework and Improve Treatments Act of 2023 (BENEFIT) Act (S. 526/H.R. 1092) Essential Caregivers Act of 2024 (S. 4280/H.R. 8331) Ensuring Patient Access to Critical Breakthrough Products Act (H.R. 1691) Linking Seniors to Needed Legal Services Act (H.R. 8588) Amending the Rules of the House of Representatives to establish a Permanent Select Committee on Aging (H. Res. 1029) Catching Up Family Caregivers Act (S. 5149 / H.R. 9764) Improving Retirement Security for Family Caregivers Act (S. 5148 / H.R. 9765) Charitable Act (S. 317/H.R. 801) Health Tech Investment Act (S.1399) One Big Beautiful Bill Act (H.R. 1) Older Americans Act Reauthorization Act (S. 2120) Other matters related to disaster preparedness and older adults, public health emergencies, public health preparedness and response, telehealth, health disparities, and older Americans/people with disabilities in all phases of emergencies Other matters related to Monoclonal Antibodies Directed Against Amyloid for the Treatment of Alzheimer's Disease Other matters related to care payment models, including the GUIDE model Other matters related to Medicare care planning code 99483 Other matters related to health care workforce shortages Other matters related to home- and community-based services Other matters related to disaster preparedness and older adults Other matters related to Social Security Other matters related to technology-enabled collaborative learning and capacity-building models (Project ECHO) Other matters related to beta-amyloid PET scans Other matters related to selected diagnoses and services rendered under ICD-10 Other matters related to caregiving Other matters related to medical devices other matters related to rural health other matters related to veterans' health other matters related to Tricare Other matters related to research Other matters related to biomarkers including blood based tests and cerebral spinal fluid (CSF) Other matters related to public health Other matters related to elder justice Other matters related to Medicaid Other matters related to the National Plan to Address Alzheimer's Disease and the NAPA Advisory Council Other matters related to nonprofit infrastructure and operations Other matters related to the Alzheimer's Screening and Prevention (ASAP) Act
Client expense: $1,790,000 · Firm income: Not reported
Government targets: Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Federal Emergency Management Agency (FEMA), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Indian Health Service, Justice, Dept of (DOJ), Natl Institutes of Health (NIH), SENATE, Social Security Administration (SSA), Veterans Affairs, Dept of (VA)
2025 · second_quarter · Taxation/Internal Revenue Code
Paid Family Leave Legislation. More Paid Leave for Americans Act sponsored bu Rep. Stephanie Bice (H.R. 3089) funds states who want to set up their own paid family leave plans. The Paid Family and Medical Leave Tax Credit Extension and Enforcement Act(Section 45S) is sponsored by Senator Deb Fischer (S. 3680) and Rep. Randy Feenstra (H.R. 996) and gives a five-year, 25 per cent tax credit for employers who voluntarily offer up to 12 weeks of paid family leave to employees.
Client expense: Not reported · Firm income: Not reported
2025 · second_quarter · Family issues/Abortion/Adoption
Paid Family Leave Legislation. More Paid Leave for Americans Act sponsored bu Rep. Stephanie Bice (H.R. 3089) funds states who want to set up their own paid family leave plans. The Paid Family and Medical Leave Tax Credit Extension and Enforcement Act(Section 45S) is sponsored by Senator Deb Fischer (S. 3680) and Rep. Randy Feenstra (H.R. 996) and gives a five-year, 25 per cent tax credit for employers who voluntarily offer up to 12 weeks of paid family leave to employees.
Client expense: Not reported · Firm income: Not reported
2025 · second_quarter · Retirement
Retirement Security H.R.1013, S.424 Retirement Fairness for Charities and Educational Institutions Act of 2025: Allows 403(b) retirement plans to invest in Collective Investment Trust or Separate Accounts Insurance Products to establish investment parity with other defined contribution plans, like 401(k)s. 1.H.R.2023, S.988 Womens Retirement Protection Act (WRPA): This legislation imposes spousal consent requirements on nearly all distributions from defined contribution plans. The bill also seeks to enhance financial literacy through grants to community-based organizations and offers grants to such organizations to help low-income women and survivors of domestic abuse obtain qualified domestic relations orders. 2.H.R.2067, S.928 Protecting Americans Retirement Savings Act (PARSA): This bill prohibits ERISA-covered retirement plans from making new investments in companies controlled by or based in countries considered to be foreign adversaries. Foreign adversaries include China, Iran, North Korea, and Russia. The bill also requires fiduciaries to disclose continuing investments in such entities and sanctioned firms. 3.H.R.2089 Generating Retirement Ownership through Long-Term Holding (GROWTH): The legislation provides that reinvested mutual fund dividends are not subject to capital gains taxation until the investor sells his or her shares. 4.H.R.2163 No Penalties for Victims of Fraud Act: The bill ensures that victims of retirement account fraud are not subject to the 10% additional income tax on early retirement plan distributions. 5.H.R.2544, S.1222 Financial Freedom Act of 2025: The legislation prohibits the Secretary of Labor from restricting the investments available in self-directed 401(k) brokerage windows. The bill also prohibits the DOL from preventing a fiduciary from selecting, any particular type of investment alternative, provided that a fiduciary provides the participant or beneficiary an opportunity to choose, from a broad range of investment alternatives, nor can the DOL require that any particular type of investment be either favored or disfavored, other than on the basis of the investments risk-return characteristics. 6.H.R.2696, S.1526 Retirement Savings for Americans Act (RSAA): This legislation establishes a federally run American Worker Retirement Plan for private-sector workers that do not have access to a workplace-based retirement plan. The bill also includes an enhanced federal matching contribution that only applies to lower income workers that participate in the federal plan. 7.H.R.2748 First Time Homeowner Savings Plan Act: This legislation increases the amount first-time homebuyers could pull from their retirement savings from the $10,000 set in the 1990s to $25,000 (indexed to inflation) without the 10% additional income tax on early retirement plan distributions to use as a down payment on their home. 8.H.R.2869 EBSA Investigations Transparency Act: This legislation requires the Department of Labors Employee Benefits Security Administration (EBSA) to submit annual reports to Congress on the status of its open employee plan audits and to explain why any audits open for more than 36 months have not been closed. 9.H.R. 2958 Transparency for Secret Litigation Agreements Act: This legislation requires the Department of Labor to formalize and disclose situations in which it is providing adverse assistance which means assistance to plaintiffs lawyers suing ERISA benefit plan sponsors and fiduciaries. 10.H.R. 2988 Protecting Prudent Investment of Retirement Savings Act: This legislation amends ERISA to specify that a retirement plan fiduciary shall be considered acting solely in the interest of participants only if: 1) the investment does not subordinate the interest of participants in their retirement income or financial benefits under the plan to other objectives, including ESG objectives and 2) the fiduciary does not sacrifice investment returns or take on additional investment risks to promote goals unrelated to the plan. 11.S.1707 Helping Young Americans Save for Retirement Act: This legislation lowers the required minimum participation age in ERISA-covered retirement plans from age 21 to age 18. 12.S.1831 Auto Reenroll Act of 2025: This legislation amends the qualified automatic contribution arrangement (QACA) safe harbor in the tax code for 401(k) plans to allow for automatic periodic reenrollment into the plan. 13.S.1840 Retirement Investment in Small Employers (RISE) Act: This legislation raises the floor for the existing $250 per-employee tax credit available to small businesses to create retirement plans, ensuring that all small businesses can receive a tax credit of at least $2,500. 14.S.2210 Unlocking Benefits for Independent Workers Act: This legislation establishes a safe harbor under federal law for companies that would like to voluntarily provide independent workers with any benefit or protection commonly provided to full-time employees, such as retirement and health care benefits. 15.S.2217 Independent Retirement Fairness Act: This legislation relaxes the audit rules for pooled employer plans (PEPs) and allows companies to enroll their independent workers in PEPs and simplified employer pensions (SEPs) IRAs without triggering employee classification. 16.General Accounts Product Corrections Act: This proposed legislation clarifies fiduciary responsibilities for life insurance companies as it relates to investments in their general accounts. Income Security S. 2415 and H.R. 7107, the Long-Term Care Affordability Act: Would allow for tax free distributions from retirement accounts to fund LTC contracts. H.R. 133, Both provisions are in the larger bill. H.R.1185 - FAMILY Act. Issue: paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member. H.R.1940 - New Parents Act of 2019. Issue: paid family and medical leave H.R.2163 - To amend the Internal Revenue Code of 1986 to allow for tax-advantaged distributions from health savings accounts during family or medical leave, and for other purposes. Issue: paid family and medical leave S.463 - FAMILY Act. Issue: paid family and medical leave- paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member S.920 - New Parents Act of 2019. Issue: paid family and medical leave Discussion draft - CRADLE Act. Issue: paid family and medical leave - allows for a deferment of retirement benefits for paid leave benefits. Proposed FY 2020 Budget proposal on paid family and medical leave. Issue: paid family and medical leave H.R. 2694 - Pregnant Workers Fairness Act. Issue: paid family and medical leave. Concurrent Resolution on the Budget, FY2022, S.Con.Res.14. The budget resolution calls for the $3.5 trillion in long-term investments to be fully offset by a combination of new tax revenues, health care savings, and long-term economic growth. In addition, the agreement would prohibit new taxes on families making less than $400,000 per year, and on small businesses and family farms. Issue: Medicare/Dental (Expanding Medicare to include dental, vision, hearing benefits and lowering the eligibility age). H.R. 5376- Build Back Better Act This bill provides funding, establishes programs, and otherwise modifies provisions relating to a broad array of areas, including education, labor, child-care, health care, taxes, immigration, and the environment. Excepted Benefits on Supplemental Benefits-proposed tri-agency rule through HHS, Treasury and Labor. S.3680 - Paid Family and Medical Leave Tax Credit Extension and Enhancement Act Diversity and Inclusion H.R. 5084 - Improving Corporate Governance Through Diversity Act. Issue: diversity and inclusion. H.R. 5360 - Closing the Racial Wealth Gap Act. Issue: diversity and inclusion. H.R. 281 - Ensuring Diverse Leadership Act. Issue: diversity and inclusion. H.R. 7946 and S. 4464 - Federal Reserve Racial and Economic Equity Act. Issue: diversity and inclusion.
Client expense: $2,238,097 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2025 · first_quarter · Health Issues
NAPA Reauthorization Act (S. 133 / H.R. 619 - P.L. 118-92) Alzheimers Accountability and Investment Act (S. 134 / H.R. 620 - P.L. 118-93) Comprehensive Care for Alzheimers Act (S. 626 / H.R. 1637) Reauthorization of the BOLD Infrastructure for Alzheimer's Act (P.L. 115-406) BOLD Infrastructure for Alzheimer's Reauthorization Act of 2024 (S. 3775/ H.R. 7218 - P.L. 118-142) Accelerating Access to Dementia & Alzheimers Provider Training (AADAPT) Act (S. 4276/H.R. 7688) Elizabeth Dole Home Care Act, of 2023 (S. 141 / H.R. 542) Senator Elizabeth Dole 21st Century Veterans Healthcare and Benefits Improvement Act (H.R. 8371) VA Clinician Appreciation, Recruitment, Education, Expansion, and Retention Support (CAREERS) Act of 2023 (S. 10) Access to Innovative Treatments Act of 2023 (H.R. 2408) Mandating Exclusive Review of Individual Treatments (MERIT) Act (H.R. 133) Elder Justice Reauthorization and Modernization Act of 2023 (S. 1198/H.R. 2718) Expanding Veterans Options for Long-Term Care Act (S. 495/H.R.1815) Palliative Care and Hospice Education and Training Act (S. 2243) Facilitating Innovative Nuclear Diagnostics (FIND) Act of 2023 (S. 1544/H.R. 1199) Supporting Our Seniors Act (S. 2584) Alleviating Barriers for Caregiving Act (S. 3109) Credit for Caring Act of 2024 (S. 3702/H.R. 7165) Credit for Caring Act of 2025 (S. 925/H.R. 2036) Lifespan Respite Care Reauthorization Act of 2024 (S. 4325/H.R. 6160) Lifespan Respite Care Reauthorization Act of 2025 (S.830/H.R.2560) DeOndra Dixon INvestigation of Co-occurring Conditions across the Lifespan to Understand Down Syndrome (INCLUDE) Project Act of 2024 (H.R. 7406) Paid Family and Medical Leave Tax Credit Extension Act (S. 3680) Paid Family and Medical Leave Tax Credit Extension and Enhancement Act (S. 400/H.R. 996) CONNECT for Health Act of 2023 (S. 2016/H.R. 4189) PACE Part D Choice Act of 2023 (S. 1703/H.R. 3549) Improving Seniors' Access to Timely Care Act of 2024 (S. 4532/H.R. 8702) Harmonizing Environmental Analyses and Launching Therapeutic Hubs to Yield Bolstered Research And Innovation in Neurological Science (HEALTHY BRAINS) Act of 2024 (H.R. 9233) Better Empowerment Now to Enhance Framework and Improve Treatments Act of 2023 (BENEFIT)(S. 526/H.R. 1092) Essential Caregivers Act of 2024 (S. 4280/H.R. 8331) Ensuring Patient Access to Critical Breakthrough Products Act of 2024 (H.R. 1691) Linking Seniors to Needed Legal Services Act of 2024 (H.R. 8588) Amending the Rules of the House of Representatives to establish a Permanent Select Committee on Aging (H. Res. 1029) Catching Up Family Caregivers Act of 2024 (S. 5149 / H.R. 9764) Improving Retirement Security for Family Caregivers Act of 2024 (S. 5148 / H.R. 9765) Charitable Act (S. 317/H.R. 801) Other matters related to disaster preparedness and older adults, public health emergencies, public health preparedness and response, telehealth, health disparities, and older Americans/people with disabilities in all phases of emergencies Other matters related to Monoclonal Antibodies Directed Against Amyloid for the Treatment of Alzheimer's Disease Other matters related to care payment models, including the GUIDE model Other matters related to Medicare care planning code 99483 Other matters related to health care workforce shortages Other matters related to home- and community-based services Other matters related to disaster preparedness and older adults Other matters related to Social Security Other matters related to technology-enabled collaborative learning and capacity-building models (Project ECHO) Other matters related to beta-amyloid PET scans Other matters related to selected diagnoses and services rendered under ICD-10 Other matters related to caregiving Other matters related to medical devices Other matters related to rural health Other matters related to veterans' health Other matters related to Tricare Other matters related to research Other matters related to biomarkers including blood based tests and cerebral spinal fluid (CSF) Other matters related to public health
Client expense: $530,000 · Firm income: Not reported
Government targets: Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Federal Emergency Management Agency (FEMA), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Indian Health Service, Natl Institutes of Health (NIH), SENATE, Social Security Administration (SSA), Veterans Affairs, Dept of (VA)
2025 · first_quarter · Retirement
1.H.R.1013, S.424 Retirement Fairness for Charities and Educational Institutions Act of 2025: Allows 403(b) retirement plans to invest in Collective Investment Trust or Separate Accounts Insurance Products to establish investment parity with other defined contribution plans, like 401(k)s. 2.H.R.2023, S.988 Womens Retirement Protection Act (WRPA): This legislation imposes spousal consent requirements on nearly all distributions from defined contribution plans. The bill also seeks to enhance financial literacy through grants to community-based organizations and offers grants to such organizations to help low-income women and survivors of domestic abuse obtain qualified domestic relations orders. 3.H.R.2067, S.928 Protecting Americans Retirement Savings Act (PARSA): This bill prohibits ERISA-covered retirement plans from making new investments in companies controlled by or based in countries considered to be foreign adversaries. Foreign adversaries include China, Iran, North Korea, and Russia. The bill also requires fiduciaries to disclose continuing investments in such entities and sanctioned firms. 4.H.R.2089 Generating Retirement Ownership through Long-Term Holding (GROWTH): The legislation provides that reinvested mutual fund dividends are not subject to capital gains taxation until the investor sells his or her shares. 5.H.R.2163 No Penalties for Victims of Fraud Act: The bill ensures that victims of retirement account fraud are not subject to the 10% additional income tax on early retirement plan distributions. 6.H.R.2696 Retirement Savings for Americans Act (RSAA): This legislation establishes a federally run American Worker Retirement Plan for private-sector workers that do not have access to a workplace-based retirement plan. The bill also includes an enhanced federal matching contribution that only applies to lower income workers that participate in the federal plan. 7.General Accounts Product Corrections Act: Would clarify fiduciary responsibilities for life insurance companies as it relates to investments in their general accounts. Income Security S. 2415 and H.R. 7107, the Long-Term Care Affordability Act: Would allow for tax free distributions from retirement accounts to fund LTC contracts. H.R. 133, Both provisions are in the larger bill. H.R.1185 - FAMILY Act. Issue: paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member. H.R.1940 - New Parents Act of 2019. Issue: paid family and medical leave H.R.2163 - To amend the Internal Revenue Code of 1986 to allow for tax-advantaged distributions from health savings accounts during family or medical leave, and for other purposes. Issue: paid family and medical leave S.463 - FAMILY Act. Issue: paid family and medical leave- paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member S.920 - New Parents Act of 2019. Issue: paid family and medical leave Discussion draft - CRADLE Act. Issue: paid family and medical leave - allows for a deferment of retirement benefits for paid leave benefits. Proposed FY 2020 Budget proposal on paid family and medical leave. Issue: paid family and medical leave H.R. 2694 - Pregnant Workers Fairness Act. Issue: paid family and medical leave. Concurrent Resolution on the Budget, FY2022, S.Con.Res.14. The budget resolution calls for the $3.5 trillion in long-term investments to be fully offset by a combination of new tax revenues, health care savings, and long-term economic growth. In addition, the agreement would prohibit new taxes on families making less than $400,000 per year, and on small businesses and family farms. Issue: Medicare/Dental (Expanding Medicare to include dental, vision, hearing benefits and lowering the eligibility age). H.R. 5376- Build Back Better Act This bill provides funding, establishes programs, and otherwise modifies provisions relating to a broad array of areas, including education, labor, child-care, health care, taxes, immigration, and the environment. Excepted Benefits on Supplemental Benefits-proposed tri-agency rule through HHS, Treasury and Labor. S.3680 - Paid Family and Medical Leave Tax Credit Extension and Enhancement Act Diversity and Inclusion H.R. 5084 - Improving Corporate Governance Through Diversity Act. Issue: diversity and inclusion. H.R. 5360 - Closing the Racial Wealth Gap Act. Issue: diversity and inclusion. H.R. 281 - Ensuring Diverse Leadership Act. Issue: diversity and inclusion. H.R. 7946 and S. 4464 - Federal Reserve Racial and Economic Equity Act. Issue: diversity and inclusion.
Client expense: $1,746,717 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · fourth_quarter · Health Issues
Linking Seniors to Needed Legal Services Act (H.R. 8588) Accelerating Access to Dementia & Alzheimers Provider Training (AADAPT) Act (S. 4276/H.R. 7688) Amending the Rules of the House of Representatives to establish a Permanent Select Committee on Aging (H. Res. 1029) Improving Seniors' Access to Timely Care Act (S. 4532/H.R. 8702) to amend Title XVIII of the Social Security Act to establish requirements with respect to the use of prior authorization under Medicare Advantage plans Harmonizing Environmental Analyses and Launching Therapeutic Hubs to Yield Bolstered Research And Innovation in Neurological Science (HEALTHY BRAINS) Act (H.R. 9233) Better Empowerment Now to Enhance Framework and Improve Treatments Act of 2023 (BENEFIT) Act (S. 526/H.R. 1092) Essential Caregivers Act of 2024 (S. 4280/H.R. 8331) Ensuring Patient Access to Critical Breakthrough Products Act (H.R. 1691) PACE Part D Choice Act of 2023 (S. 1703/H.R. 3549) Credit for Caring Act of 2024 (S. 3702/H.R. 7165) Paid Family and Medical Leave Tax Credit Extension and Enhancement Act (S. 3680) CONNECT for Health Act of 2023 (S. 2016 / H.R. 4189) Lifespan Respite Care Reauthorization Act (H.R. 6160) to amend the Public Health Service Act to reauthorize a lifespan respite care program DeOndra Dixon Investigation of Co-occurring Conditions across the Lifespan to Understand Down Syndrome (INCLUDE) Project Act of 2024 (H.R. 7406) NAPA Reauthorization Act (S. 133/H.R. 619/P.L. 118-92) Alzheimers Accountability and Investment Act (S. 134/H.R. 620/P.L. 118-93) Comprehensive Care for Alzheimers Act (S. 626/H.R. 1637) Elizabeth Dole Home Care Act of 2023 (S. 141/H.R. 542) Elizabeth Dole 21st Century Veterans Healthcare and Benefits Improvement Act (H.R. 8371) VA Clinician Appreciation, Recruitment, Education, Expansion, and Retention Support (CAREERS) Act of 2023 (S. 10) Mandating Exclusive Review of Individual Treatments (MERIT) Act (H.R. 133) Access to Innovative Treatments Act of 2023 (H.R. 2408) Elder Justice Reauthorization and Modernization Act of 2023 (H.R. 2718/S. 1198) Expanding Veterans Options for Long Term Care Act (H.R.1815/S. 495) Palliative Care and Hospice Education and Training Act (S.2243) Facilitating Innovative Nuclear Diagnostics Act of 2023 (H.R. 1199/S. 1544) Supporting Our Seniors Act (S. 2584) Alleviating Barriers for Caregiving Act (S. 3109) Reauthorization of the BOLD Infrastructure for Alzheimer's Act (P.L. 115-406) BOLD Reauthorization Act (P.L.118-142) Catching Up Family Caregivers Act (S. 5149 / H.R. 9764) Improving Retirement Security for Family Caregivers Act (S. 5148 / H.R. 9765) Other matters related to Monoclonal Antibodies Directed Against Amyloid for the Treatment of Alzheimers Disease Other matters related to care payment models, including the GUIDE model Other matters related to Medicare care planning code 99483 Other matters related to health care workforce shortages Other matters related to home- and community-based services Other matters related to disaster preparedness and older adults Other matters related to Social Security Other matters related to technology-enabled collaborative learning and capacity-building models (Project ECHO) Other matters related to beta amyloid PET scans Other matters related to selected diagnoses and services rendered under ICD-10 Other matters related to caregiving Other matters related to medical devices other matters related to rural health other matters related to veterans health other matters related to Tricare Other matters related to research Other matters related to biomarkers including blood based tests and cerebral spinal fluid (csf)
Client expense: $480,000 · Firm income: Not reported
Government targets: Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Federal Emergency Management Agency (FEMA), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Natl Institutes of Health (NIH), SENATE, Social Security Administration (SSA), Veterans Affairs, Dept of (VA)
2024 · fourth_quarter · Retirement
Issue: 403(b) parity Issue: Reforming DOLs pension risk transfer bulletin, 95-1. American Worker Savings & Wealth Creation Plan Act: Would create a federally run retirement plan, similar to the TSP, that would be available to all private sector workers whose employer signs up for the plan. No bill yet. Issue: Technical corrections on catch up contributions under SECURE 2.0 Issue: SEC market conduct rulemakings Issue: Fiduciary rulemaking. Issue: H.R. 3942, Lifetime Income for Employees (LIFE) Act of 2022: Amends the current rules for qualified default investment alternatives to facilitate the use of an annuity component will expand the availability of guaranteed returns and guaranteed lifetime income that help savers secure their retirement futures. Issue: H.R. 4237, Ensuring Sound Guidance Act: Would require investment advisers and ERISA retirement plan sponsors to prioritize financial returns over non-pecuniary factors when making investment decisions on behalf of their clients. Issue: S. 2517, H.R. 4924, The Auto Reenroll Act of 2023: The bill allows plan sponsors to re-enroll non-participants at least once every three years, unless the individual affirmatively opts-out again. The bill also permits plans to sweep all eligible employees as a group for re-enrollment and does not change the automatic enrollment safe harbors Issue: H.R. 6065, Retirement Savings for Americans Act, authorizes a federally run TSP. Issue: S. 2415, H.R. 7107, the Long-Term Care Affordability Act. The bill allows plan tax free distributions on retirement accounts to fund LTC contracts Issue: Tri-Agency rule on supplemental health benefits Issue: SECURE 2.0 Technical Corrections Discussion Draft: Legislative language that will amend SECURE 2.0 to make technical changes to a variety of provisions. Issue: S. 3305 Helping Young Americans Save for Retirement Act: The legislation would lower the minimum participation age in ERISA-covered defined contribution plans from age 21 to age 18. Issue: H.J. Res 142, S.J. Res 79 Fiduciary Rule Congressional Review Act: A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Labor relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary" Issue: H.R. 6757 Roth IRA Rollovers: This legislation will allow retirement savers to roll over their Roth IRA savings into a Roth account within a workplace retirement plan. H.R. 6007, S. 4398 Retirement Investment in Small Employers (RISE) Act: The legislation would create a new Micro Employer Pension Plan Startup Credit in IRC Section 45E for qualified micro employers. A qualified micro employer is defined as an employer with 10 or fewer employees. The credit amount is 100% of any retirement plan administrative costs up to $2,500 for the first three years after adoption of the retirement plan. Proposed FY 2020 Budget proposal on paid family and medical leave. Issue: paid family and medical leave H.R. 5084 - Improving Corporate Governance Through Diversity Act. Issue: diversity and inclusion. Issue: Discussion draft - CRADLE Act. Issue: paid family and medical leave - allows for a deferment of retirement benefits for paid leave benefits. Issue: S.3680 - Paid Family and Medical Leave Tax Credit Extension and Enhancement Act Issue: H.R.2163 - To amend the Internal Revenue Code of 1986 to allow for tax-advantaged distributions from health savings accounts during family or medical leave, and for other purposes. Issue: paid family and medical leave
Client expense: $390,000 · Firm income: Not reported
Government targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2024 · fourth_quarter · Taxation/Internal Revenue Code
S. 1714 / H.R. 3481 The FAMILY Act. Issue: paid family and medical leave. S. 4740 / H.R. 5707 Secure Family Futures Act. Issue: Debt investment tax change from capital to ordinary. S. 3680 Paid Family and Medical Leave Tax Credit Extension and Enhancement Act. Issue: paid family and medical leave tax credit. P.L. 117-169 Inflation Reduction Act. Issue: implementation of corporate minimum tax. No bill number. Issue: life insurance tax stabilization. No bill number. Issue: tri-agencies (HHS, Treasury and Labor) proposed rule on excepted benefits. Draft Senate bill. Protecting Proper Life Insurance from Abuse Act. Issue: private placement life insurance.
Client expense: $175,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · fourth_quarter · Taxation/Internal Revenue Code
Work Opportunity Tax Credit (WOTC). Extension/enhancement of the Employee Retention Tax Credit (ERTC) and ERTC refund improvements. Tax rates, including corporate, individual, small business, and proposed cap on 199A. Net Investment Income Tax (NIIT), estate tax, capital gains, and step-up basis. IRS tax enforcement, and ERTC refund improvements. FICA tax tip credit. Bonus depreciation. Business meals deduction. HIRE Act. H.R. 2788/S. 1232, AIM Act. Service Industry Tip Compliance Agreement program. S. 1706, Main Street Tax Certainty Act. H.R. 4756, Community News and Small Business Support Act. Estate tax repeal proposals. H.R. 7024, Tax Relief for American Families and Workers Act of 2024. H.R. 6833, Improve and Enhance the Work Opportunity Tax Credit Act. H.R. 5689, EITC Age Parity Act of 2023. Service Industry Tip Compliance Agreement (SITCA) program. H.R. 7577, Creating Hospitality Economic Enhancement for Restaurant and Servers. S. 3680, Paid Family and Medical Leave Tax Credit Extension and Enhancement Act. H.R. 8941/S. 4621, No Tax on Tips Act. H.R. 7035/S. 1108, Death Tax Repeal Act.
Client expense: $900,000 · Firm income: Not reported
Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE, Small Business Administration (SBA), Treasury, Dept of
2024 · fourth_quarter · Government Issues
H. Res. 890, Amending the Rules of the House of Representatives to establish the Committee on the Elimination of Nonessential Federal Programs. H. Res. 1329, Acknowledging and apologizing for the mistreatment of, and discrimination against, lesbian, gay, bisexual, and transgender individuals who served the United States in the uniformed services, the Foreign Service, and the Federal civil service. S. Res. 740, A resolution acknowledging and apologizing for the mistreatment of, and discrimination against, lesbian, gay, bisexual, and transgender individuals who served the United States in the uniformed services, the Foreign Service, and the Federal civil service. H.Res. 1410, Providing for the consideration of the bill (H.R. 82) to amend title II of the Social Security Act to repeal the Government pension offset and windfall elimination provisions. H.R. 2, Secure the Border Act of 2023 S. 2824, Secure the Border Act of 2023 H.R. 15, Equality Act S. 5, Equality Act H.R. 17, Paycheck Fairness Act H.R. 36, Patrick Underwood Federal Law Enforcement Protection Act of 2023 H.R. 51, Washington, D.C. Admission Act S. 51, Washington, D.C. Admission Act H.R. 69, NOSHA Act H.R. 82, Social Security Fairness Act S. 597, Social Security Fairness Act H.R. 101, Return to Work Act H.R. 139, SHOW UP Act of 2023 S. 1565, SHOW UP Act of 2023 H.R. 140, Protecting Speech from Government Interference Act H.R. 159, Chance to Compete Act of 2023 S. 59, Chance to Compete Act of 2023 H.R. 162, National Digital Reserve Corps Act H.R. 203, No Hires for the Delinquent IRS Act H.R. 227, Federal Employee Combat Zone Tax Parity Act H.R. 249, Bonuses for Cost-Cutters Act of 2023 S. 812, Bonuses for Cost-Cutters Act of 2023 H.R. 310, Dismantling Investments in Violation of Ethical Standards through Trusts Act H.R. 360, RETURN ACT S. 155, RETURN ACT H.R. 389, PORTFOLIO Act H.R. 397, To require the evaluation of Federal agencies and programs for duplicative, wasteful, or outdated functions, and to recommend the elimination or realignment of such functions, and for other purposes H.R. 474, RETURN Act H.R. 493, For the relief of Michael Janssen and Steven Passantino H.R. 564, Saving Taxpayers' Money and Paying America's Debt Act H.R. 596, Anti-Border Corruption Improvement Act H.R. 678, Restoring Military Focus Act S. 191, Restoring Military Focus Act H.R. 694, Job Protection Act H.R. 716, Fair COLA for Seniors Act of 2023 H.R. 741, Employee Bonus Protection Act H.R. 743, Protect and Serve Act of 2023 H.R. 789, Caring for All Families Act S. 242, Caring for All Families Act H.R. 843, Federal Police Camera and Accountability Act H.R. 856, Comprehensive Paid Leave for Federal Employees Act S. 274, Comprehensive Paid Leave for Federal Employees Act H.R. 866, Equal COLA Act S. 3194, Equal COLA Act H.R. 978, Drain the Swamp Act of 2023 H.R. 980, Washington, D.C. Residents Voting Act H.R. 985, Productivity Over Pronouns Act H.R. 1002, Saving the Civil Service Act S. 399, Saving the Civil Service Act H.R. 1080, COVID-19 Federal Employee Reinstatement Act H.R. 1084, Flexibility for Workers Education Act H.R. 1106, COST of Relocations Act S. 487, COST of Relocations Act H.R. 1206, Federal Agency Sunset Commission Act of 2023 H.R. 1229, Stop CRT Act S. 558, Stop CRT Act H.R. 1235, Federal Firefighter Pay Equity Act H.R. 1261, Federal Employees Sustainable Investment Act H.R. 1275, To prohibit the use of Federal funds to carry out Executive Order 14091 H.R. 1301, Federal Employees Civil Relief Act S. 640, Federal Employees Civil Relief Act H.R. 1322, Law Enforcement Officers Equity Act S. 1658, Law Enforcement Officers Parity Act H.R. 1323, LEO Fair Retirement Act of 2023 H.R. 1332, Thirty-Two Hour Workweek Act S. 3947, Thirty-Two Hour Workweek Act H.R. 1382, TABS Act of 2023 H.R. 1401, END FENTANYL Act H.R. 1410, Consumer Financial Protection Commission Act H.R. 1416, Federal Retirement Thrift Investment Board Inspector General Act of 2023 H.R. 1442, No Pensions for Lying Bureaucrats Act H.R. 1463, Restoring Trust in Public Servants Act H.R. 1467, Locality-based Social Security Benefits Act of 2023 H.R. 1480, Beagle Brigade Act of 2023 S. 759, Beagle Brigade Act of 2023 H.R. 1487, Office of Personnel Management Reform Act H.R. 1600, Pay Equity for All Act of 2023 H.R. 1618, Commission on Sustaining Medicare and Social Security Act of 2023 H.R. 1621, COVID-19 National Memorial Act H.R. 1627, Sergeant Steve Owen Defending Our Defenders Act H.R. 1688, Social Security Cost of Living Increase Act of 2023 H.R. 1804, Honest Runway Labeling Act H.R. 2382, September 11 Day of Remembrance Act S. 1472, September 11 Day of Remembrance Act H.R. 2383, Prohibition of Financial Trading on Government Property Act H.R. 2395, Restoring Overtime Pay Act of 2023 S. 1041, Restoring Overtime Pay Act of 2023 H.R. 2489, CFPB Dual Mandate and Economic Analysis Act H.R. 2494, POLICE Act of 2023 H.R. 2524, Public Service Spending Integrity Act H.R. 2528, Grandparent-Grandchild Medical Leave Act H.R. 2549, Global Trade Accountability Act of 2023 H.R. 2556, Simplify, Don't Amplify the IRS Act H.R. 2557, CBP Workload Staffing Model Act H.R. 2572, Supporting Women COPS Act of 2023 H.R. 2577, DHS Suicide Prevention and Resiliency for Law Enforcement Act H.R. 2712, Work Not Woke Act H.R. 2744, Freedom from Government Competition Act of 2023 H.R. 2755, National Taxpayer Advocate Enhancement Act of 2023 H.R. 2776, Go Woke, Go Broke Act H.R. 2798, CFPB Transparency and Accountability Reform Act H.R. 2806, U.S. Customs and Border Protection Rural and Remote Hiring and Retention Strategy Act of 2023 H.R. 2837, Border Patrol Pay Parity Act S. 1444, Border Patrol Enhancement Act H.R. 2937, Repeal CFPB Act S. 1363, Repeal CFPB Act H.R. 2949, PSLF Payment Completion Fairness Act S. 1331, PSLF Payment Completion Fairness Act H.R. 2996, Safe Leave for Victims of Domestic Violence, Sexual Assault, and Stalking Act H.R. 3022, Workers' Memorial Day H.R. 3024, Life Saving Leave Act S. 3685, Life Saving Leave Act H.R. 3079, Back the Blue Act of 2023 H.R. 3091, Federal Law Enforcement Officer Service Weapon Purchase Act S. 1585, Federal Law Enforcement Service Weapon Purchase Act H.R. 3094, To terminate the requirement imposed by the Secretary of Homeland Security for proof of COVID-19 vaccination for foreign travelers, and for other purposes. H.R. 3108, Tim's Act S. 1505, Tim's Act H.R. 3115, Public Service Reform Act S. 1496, Public Service Reform Act H.R. 3170, HELPER Act of 2023 S. 1514, HELPER Act of 2023 H.R. 3261, Strengthening Social Security Act of 2023 H.R. 3381, National Law Enforcement Officers Remembrance, Support and Community Outreach Act H.R. 3406, Stop TSP ESG Act S. 1891, Stop TSP ESG Act H.R. 3407, Empowering Law Enforcement Act of 2023 H.R. 3409, Healthy Families Act S. 1664, Healthy Families Act H.R. 3455, TSP Act S. 1650, TSP Act of 2023 H.R. 3481, FAMILY Act S. 1714, FAMILY Act H.R. 3499, Direct Hire To Fight Fires H.R. 3527, MATCH Act H.R. 3612, No ESG at TSP Act S. 2147, No ESG at TSP Act H.R. 3740, Federal Employee Student Debt Transparency Act H.R. 3967, Student Loan Tax Relief Act H.R. 4009, Public Health Emergency Response Act H.R. 4023, UPDATED USPS Act H.R. 4044, China Trade Cheating Restitution Act of 2023 H.R. 4260, Public Servants Protection and Fairness Act of 2023 H.R. 4398, Patriotism Not Pride Act H.R. 4416, No Funds for Armed Regulators Act of 2023 H.R. 4434, Accountability for Acting Officials Act H.R. 4436, Why Does the IRS Need Guns Act S. 1949, Why Does the IRS Need Guns Act H.R. 4467, DHS Border Services Contracts Review Act H.R. 4497, To expand the mission of the National Park Service to include active use of System units located in urban areas, and for other purposes. H.R. 4503, AI Training Expansion Act of 2023 H.R. 4528, Strengthening the NRC Workforce Act of 2023 H.R. 4533, Cost of Wokeism in the Military Act H.R. 4583, Social Security 2100 Act S. 2280, Social Security 2100 Act H.R. 4672, To amend title 40, United States Code, to prohibit the Administrator of General Services from constructing or acquiring public buildings or entering into leases based on the legality or availability of abortion, and for other purposes. H.R. 4711, Protecting Taxpayers from Student Loan Bailouts Act H.R. 4742, Pay Back Act H.R. 4744, Lead by Example Act of 2023 S. 2373, Lead by Example Act of 2023 H.R. 4791, Free Speech Protection Act S. 2425, Free Speech Protection Act H.R. 4831, Fair Pay for Federal Firefighters Act H.R. 4848, Censorship Accountability Act S. 2616, Censorship Accountability Act H.R. 4893, Scientific Integrity Act H.R. 4944, Military Families and Surviving Spouses Benefits Enhancement Act H.R. 4961, To require ports of entry along the northern border to remain open as many hours per day as they were open prior to the COVID-19 pandemic. S. 2562, A bill to require ports of entry along the northern border to remain open as many hours per day as they were open prior to the COVID-19 pandemic. H.R. 4991, To direct the Secretary of Homeland Security to commence a rule making to establish a U.S. Customs and Border Protection International port of entry at the Port of Stockton and for other purposes. H.R. 5037, FAIR Leave Act S. 2574, FAIR Leave Act H.R. 5040, CURE Act H.R. 5169, Wildland Firefighter Paycheck Protection Act of 2023 S. 2272, Wildland Firefighter Paycheck Protection Act of 2023 H.R. 5171, Federal Employee Pay Compression Relief Act of 2023 H.R. 5342, Equal Treatment of Public Servants Act of 2023 H.R. 5346, Creating Schedule F in the Excepted Service Act H.R. 5366, Patriot Day Act H.R. 5465, Congressional Access to Bureaucratic Offices Act H.R. 5538, To amend title 5 of the United States Code to provide special overtime pay for certain border patrol agents, and for other purposes. H.R. 5563, Schedules That Work Act S. 2851, Schedules That Work Act H.R. 5578, Part-Time Worker Bill of Rights Act S. 2850, Part-Time Worker Bill of Rights Act H.R. 5624, Cost of Police Misconduct Act of 2023 S. 2883, Cost of Police Misconduct Act of 2023 H.R. 5676, SWAMP Act of 2023 S. 2612, SWAMP Act of 2023 H.R. 5681, Pipeline to Service Act H.R. 5713, Homeland Security Fentanyl Enforcement Act H.R. 5726, Denying Pensions to Convicted Child Molesters Act of 2023 H.R. 5728, Government Shutdown Impact Report Act of 2023 H.R. 5739, Shutdown Guidance for Financial Institutions Act H.R. 5758, To amend title 31, United States Code, to reimburse employees of the Federal Government and the District of Columbia, Federal contractors, and the States for certain costs incurred as a result of a Government shutdown, and for other purposes. H.R. 5760, Climate Resilience Workforce Act H.R. 5839, Maritime Border Security Technology Improvement Act H.R. 5862, To amend the Homeland Security Act of 2002 relating to authority of U.S. Customs and Border Protection to consolidate, modify, or reorganize Customs revenue functions. H.R. 5883, Honoring Civil Servants Killed in the Line of Duty Act S. 3029, Honoring Civil Servants Killed in the Line of Duty Act H.R. 5900, Security Clearance Revolving Door Act of 2023 H.R. 5920, Student Loan Marriage Penalty Elimination Act of 2023 H.R. 5990, Border Enforcement, Security, and Trade (BEST) Facilitation Act of 2023 S. 2278, Border Enforcement, Security, and Trade (BEST) Facilitation Act of 2023 H.R. 5995, Federal Retirement Fairness Act H.R. 6170, Border Security and Terrorism Prevention Act H.R. 6195, Wildland Firefighter Fair Pay Act S. 3221, Wildland Firefighter Fair Pay Act H.R. 6266, Federal Protective Service Reform Act of 2023 H.R. 6267, Election Day Act H.R. 6276, USE IT Act of 2023 H.R. 6280, Smart Border Protection Act H.R. 6389, District of Columbia National Guard Federal Employee Leave Fairness Act H.R. 6404, Disarming Cartels Act H.R. 6409, CBP SPACE Act H.R. 6422, Locality Pay Equity Act of 2023 S. 3308, Locality Pay Equity Act of 2023 H.R. 6432, Safeguarding Honest Speech Act H.R. 6462, READINESS Act S. 3530, READINESS Act H.R. 6558, END the DEEP STATE H.R. 6722, Fair Wage Act of 2023 H.R. 6792, PSLF Administrative Improvement Act H.R. 6842, STOCK Act 2.0 S. 3555, STOCK Act 2.0 H.R. 6876, CTPAT Pilot Program Act of 2023 H.R. 6907, Parental Workforce Training Act. H.R. 6911, ROBERT MALLEY Act H.R. 7080, Earn Your Keep Act H.R. 7107, Human Trafficking Awareness Training Act H.R. 7121, Financial Regulators Revolving Door Enforcement Act H.R. 7127, FAIR Act S. 3688, FAIR Act H.R. 7236, RECOVER Act of 2024 H.R. 7329, Election Day Holiday Act of 2024 H.R. 7369, CBP Hire Act of 2024 H.R. 7455, Sunset Act of 2024 H.R. 7490, Hire Veterans Act H.R. 7621, No Robot Bosses Act S. 2419, No Robot Bosses Act H.R. 7625, RESPOND Act of 2024 H.R. 7690, Stop Spying Bosses Act H.R. 7726, To amend chapter 77 of title 5, United States Code, to clarify certain due process rights of Federal employees serving in sensitive positions, and for other purposes. H.R. 7752, PTO Act H.R. 7780, Safeguarding Investment Options for Retirement Act H.R. 7783, To nullify certain documents issued by the Equal Employment Opportunity Commission relating to gender based workplace discrimination. H.R. 7794, Chief Herbert D. Proffitt Act of 2024 H.R. 7819, To ensure that the percentage increase in rates of basic pay for prevailing wage employees shall be equal to the percentage increase received by other Federal employees in the same pay locality and for other purposes. H.R. 7832, Emerging Innovative Border Technologies Act H.R. 7835, Hatch Act Enforcement Transparency and Accountability Act H.R. 7846, GUARD ACT H.R. 7869, U.S. Customs and Border Protection Officer Retirement Technical Corrections Act S. 311, U.S. Customs and Border Protection Officer Retirement Technical Corrections Act H.R. 7878, Ensuring Equity for Firefighters Act H.R. 7936, Cultural Resource Challenge Act of 2024 H.R. 7937, Diversity Equity Inclusion Dead on Arrival Act of 2024 H.R. 7978, Family Leave for Parental Involvement in Education Act H.R. 7979, End China's De Minimis Abuse Act H.R. 8070, Servicemember Quality of Life Improvement and National Defense Authorization Act for Fiscal Year 2025. S. 4638, National Defense Authorization Act for Fiscal Year 2025 H.R. 8119, Providing Emotional Assistance with Relief and Love Act H.R. 8146, Police Our Border Act H.R. 8150, To require the Commissioner of U.S. Customs and Border Protection to establish procedures for conducting maintenance projects at ports of entry at which the Office of Field Operations conducts certain enforcement and facilitation activities. S. 243, To require the Commissioner of U.S. Customs and Border Protection to establish procedures for conducting maintenance projects at ports of entry at which the Office of Field Operations conducts certain enforcement and facilitation activities H.R. 8292, Taxpayer Data Protection Act S. 5135, Taxpayer Data Protection Act H.R. 8373, No Taxpayer-Funded Pensions for Sex Criminals Act S. 4321, No Taxpayer-Funded Pensions for Sex Criminals Act H.R. 8479, Unity through Service Act of 2024 H.R. 8487, Honoring Emergency Response Officers' Sacrifice Act H.R. 8497, To provide the Secretary of Homeland Security certain direct hiring authorities. H.R. 8530, Improving Federal Building Security Act of 2024 S. 3613, Improving Federal Building Security Act of 2024 H.R. 8546, To require the Commissioner of the Social Security Administration to take certain actions to improve the processing of claims and appeals for disability insurance benefits and supplemental security income, and for other purposes. H.R. 8577, National Commission to Combat Workplace Sexual Harassment Act H.R. 8633, Detection Equipment and Technology Evaluation to Counter the Threat of (DETECT) Fentanyl and Xylazine. S. 4419, Detection Equipment and Technology Evaluation to Counter the Threat of (DETECT) Fentanyl and Xylazine. H.R. 8669, Safe Workplaces Act H.R. 8706, Dismantle DEI Act S. 4516, Dismantle DEI Act H.R. 8759, Public Service Loan Forgiveness Inclusion Act of 2024 H.R. 8794, Border Workforce Improvement Act H.R. 8806, Safeguarding Social Security and Medicare Act H.R. 8835, FAIR Pensions Act H.R. 8864, Tax Administration Simplification Act H.R. 8992, Stop Fentanyl at the Border Act H.R. 9084, STOP the SWAMP Act H.R. 9228, BE HEARD in the Workplace Act S. 4902, BE HEARD in the workplace Act H.R. 9296, Next Generation Civilian Leaders Program Act H.R. 9300, Protecting and Preserving Social Security Act H.R. 9341, Protecting Social Security Act H.R. 9346, Audit the IRS Act S. 4826, Audit the IRS Act H.R. 9368, Border Weather Resiliency Act of 2024 S. 4672, Border Weather Resiliency Act of 2024 H.R. 9424, Equal Pay for Equal Work Act H.R. 9434, To direct the heads of certain agencies to review and submit to Congress a report on public-private partnerships for combating the illicit fentanyl trade, and for other purposes. H.R. 9435, To establish a National Security Council Fentanyl Disruption Steering Group, and for other purposes. H.R. 9481, Improving Coordination for the Northern Border Act H.R. 9520, Federal Cyber Workforce Training Act of 2024 S. 4715, Federal Cyber Workforce Training Act of 2024 H.R. 9523, Renewed Hope Act of 2024 H.R. 9532, Renewed Hope Act of 2024 S. 5015, Renewed Hope Act of 2024 H.R. 9593, MANAGER Act H.R. 9667, Enhancing Southbound Inspections to Combat Cartels Act H.R. 9689, DHS Cybersecurity Internship Program Act H.R. 9722, CATCH Fentanyl Act H.R. 9749, To amend the Homeland Security Act of 2002 to abolish the reorganization authority of the Department of Homeland Security, and for other purposes H.R. 9813, Chai Suthammanont Healthy Federal Workplaces Act of 2024 S. 5279, Chai Suthammanont Healthy Federal Workplaces Act of 2024 H.R. 9910, Supporting Federal Employees in the National Guard and Reserves Act H.R. 9954, Facial Recognition Ban on Body Cameras Act H.R. 10014, Federal Employee Return to Work Act H.R. 10027, Advanced Border Coordination Act of 2024 H.R.10034, Border Security and Immigration Reform Act H.R.10053, STRAFE Act H.R. 10158, To extend the break-in-service consideration for firefighter retirements, and other purposes. H.R. 10237, CBP Guidance on Personal Belongings Act S. 5389, CBP Guidance on Personal Belongings Act H.R. 10253, Honoring Family-Friendly Workplaces Act H.R. 10264, NEXUS Improvement Act H.R. 10265, Securing our Northern Border Act H.R. 10278, Inspire to Serve Act of 2024 H.R. 10322, DHS Better Ballistic Body Armor Act H.R. 10324, Show Up to Work Act H.R. 10397, MERIT Act of 2023 H.R. 10405, Sarah Grace-Farley-Kluger Act H.R. 10410, Commission to Relocate the Federal Bureaucracy Act S. 5486, Commission to Relocate the Federal Bureaucracy Act H.R. 10411, Federal Employee Performance and Accountability Act of 2024 S. 5479, Federal Employee Performance and Accountability Act of 2024 H.R. 10412, Federal Freeze Act S. 5482, Federal Freeze Act H.R. 10463, CBP Relocation Act H.R. 10477, SERVICE Act H.R. 10481, Federal Law Enforcement and Public Protection Act H.R. 10499, CBP Canine Home Kenneling Pilot Act H.R. 10507, Strengthening Loan Forgiveness for Public Servants Act S. 5586, Strengthening Loan Forgiveness for Public Servants Act H.R. 10517, DRAIN THE SWAMP Act S. 5614, DRAIN THE SWAMP Act H.R. 10549, SSEQAA S. Res. 165, A resolution recognizing the work of Federal law enforcement agencies, condemning calls to "defund" the Department of Justice and the Federal Bureau of Investigation, and rejecting partisan attempts to degrade public trust in law enforcement agencies. S. Res. 218, A resolution expressing support for the law enforcement officers of the United States. S. 149, TSP Fiduciary Security Act of 2023 S. 166, HEALING Mothers and Fathers Act S. 206, END FENTANYL Act S. 210, Job Protection Act S. 222, Border Airport Fairness Act of 2023 S. 339, Department of Defense Improved Hiring Act S. 342, Access to Counsel Act of 2023 S. 349, Military Spouse Employment Act S. 383, Federal Skills Act of 2013 S. 393, Social Security Expansion Act S. 666, Identifying and Eliminating Wasteful Programs Act S. 669, Increasing Mental Health Options Act of 2023 S. 670, IMPACTT Human Trafficking Act S. 693, Eliminating Executive Branch Insider Trading Act S. 717, Clear and Concise Content Act of 2023 S. 774, Veterans Border Patrol Training Act S. 780, Duplication Scoring Act of 2023 S. 794, CTPAT Pilot Program Act of 2023 S. 885, Department of Homeland Security Civilian Cybersecurity Reserve Act S. 986, STOP Act 2.0 S. 1011, Federal Employees and Retirees with Delinquent Tax Debt Initiative (FERDI) Act S. 1030, Protecting Older Workers Against Discrimination Act S. 1051, Protect Taxpayers' Privacy Act S. 1054, IRS Improper Payments Act S. 1060, Global Trade Accountability Act S. 1111, ADVANCE Act of 2023 S. 1253, Securing America's Ports of Entry Act of 2023 S. 1295, Federal Employee Student Debt Transparency Act S. 1337, Increase Reliable Services Now Act S. 1464, Enhancing DHS Drug Seizures Act S. 1569, Back the Blue Act of 2023 S. 1629, Hatch Act Enforcement Transparency and Accountability Act S. 1640, Empowering Law Enforcement Act of 2023 S. 1733, POLICE Act of 2023 S. 1811, Military Merit, Fairness, and Equality Act of 2023 S. 1822, Non-Intrusive Inspection Expansion Act S. 1897, Enhancing Southbound Inspections to Combat Cartels Act S. 1925, HERO Act S. 1964, A bill to abolish the Office of Financial Research S. 2150, Unity through Service Act of 2023 S. 2193, Fly PETS Act S. 2256, Federal Cybersecurity Workforce Expansion Act S. 2266, Strengthening American Communities Act of 2023 S. 2440, Exploitative Workplace Surveillance and Technologies Task Force Act of 2023 S. 2533, A bill to require the Secretary of Defense to allow certain military spouses employed by the Department of Defense to telework full time. S. 2665, Federal Firefighter Cancer Detection and Prevention Act of 2023 S. 2679, LEAD Act of 2023 S. 2866, Improving Government Services Act S. 2925, CFPB Pay Fairness Act of 2023 S. 2949, Ensuring Military Access to Higher Education Benefits Act of 2023 S. 3015, Telework Reform Act of 2023 S. 3104, Advanced Border Coordination Act of 2023 S. 3112, Ensure Uniform Border Inspection Practices Act S. 3199, IRS Act S. 3252, Abolish Government DEI Act S. 3268, Direct Hire to Fight Fires Act of 2023 S. 3320, TERM Act S. 3374, REWARD Experience Act of 2023 S. 3431, Customs Modernization Act of 2023 S. 3479, Southwest Border Regional Commission Reauthorization Act of 2023 S. 3480, CREEPS Act S. 3600, Teamwork for Employees and Managers Act of 2024 S. 3680, Paid Family and Medical Leave Tax Credit Extension and Enhancement Act S. 3767, Justice for Fallen Law Enforcement Act S. 3796, Keeping International Land Ports of Entry Open Act S. 3901, Time Off to Vote Act S. 3965, Deploy Fentanyl Scanners Act of 2024 S. 4003, Guaranteed Paid Vacation Act S. 4021, A bill to place restrictions on the official display of flags, seals, or emblems other than the United States flag. S. 4043, Telework Transparency Act of 2024 S. 4062, CATCH Fentanyl Act S. 4082, Ensure Accountability in De Minimis Act of 2024 S. 4085, Export Controls Enforcement Improvement Act of 2024 S. 4183, A bill to amend the Homeland Security Act of 2002 relating to authority of U.S. Customs and Border Protection to consolidate, modify, or reorganize Customs revenue functions. S. 4266, Back to Work Act of 2024 S. 4361, Border Act of 2024 S. 4655, Congressional Whistleblower Protection Act of 2024 S. 4656, A bill to amend title 5, United States Code, concerning restrictions on the participation of certain Federal employees in partisan political activity, and for other purposes. S. 4667, Risky Research Review Act S. 4681, Enhanced Oversight and Accountability in Screening Act S. 4698, DHS Joint Task Forces Reauthorization Act of 2024 S. 4707, DHS Border Services Contracts Review Act S. 4711, DOOBIE Act of 2024 S. 4780, Supporting Employees in the Guard and Reserve Act S. 4833, Federal Employee Locality Accountability in Retirement Act S. 4834, Federal Employee Return to Work Act S. 4889, Federal Jobs for STARs Act of 2024 S. 4991, George Floyd Justice in Policing Act of 2024 S. 5017, Safeguarding American Families and Expanding Social Security Act of 2024 S. 5066, No Taxation Without Representation Act of 2024 S. 5092, Northern Border Security Enhancement and Review Act S. 5280, Improving IRS Customer Service Act S. 5407, Emerging Innovative Border Technologies Act S. 5426, DETECT Fentanyl and Xylazine Act of 2024 S. 5429, REMOTE Act S. 5435, DENIED Act S. 5463, A bill to establish the Department of Homeland Security Northern Border Mission Center. S. 5538, Improving Travel for Families Act S. 5608, A bill to reduce the size of the Federal workforce through attrition, and for other purposes. S. 5647, ROOMIE Act
Client expense: $347,983 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), Energy, Dept of, Federal Communications Commission (FCC), Federal Retirement Thrift Investment Board, Food & Drug Administration (FDA), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Merit Systems Protection Board, Natl Credit Union Administration (NCUA), Natl Park Service (NPS), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of Special Counsel, Office of the Comptroller of the Currency (OCC), Patent & Trademark Office (PTO), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Customs & Border Protection, White House Office
2024 · fourth_quarter · Taxation/Internal Revenue Code
General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits. Current law tax exclusion for employer provided benefits. S.3680, H.R. 8860 - Paid Family and Medical Leave Tax Credit Extensions and Enhancement Act: Issues related to the eligibility for the credit of certain employers and types of qualifying leave benefits. H.R. 5707, S.4740 - Secure Family Futures Act. ISSUE: Treatment of life insurer held bonds.
Client expense: $460,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
S. 3702/H.R. 7165, the Credit for Caring Act. S. 3109/H.R. 8018, the Alleviating Barriers for Caregivers Ac.t S. 3766/H.R. 7274, the Connecting Caregivers to Medicare Act. S. 3254/H.R 7222, the Lowering Costs for Caregivers Act. No bill number. Discussed paid leave for family caregivers. S. 3680/ H.R. 8860, the Paid Family and Medical Leave Tax Credit Extension and Enhancement Act. No bill number. Discussed family caregiving. S. 4776, the Older Americans Act Reauthorization Act of 2024. No bill number. Discussed respite care. No bill number. Discussed care at home. No bill number. Discussed Medicare Caregiver Training Services and Medicare Physician Fee Schedule Final Rule. H.R. 8467, the Farm, Food, and National Security Act of 2024. S.5335, the Rural Prosperity and Food Security Act of 2024. No bill number. Discussed military and veteran caregivers. S. 141/H.R. 8371, the Senator Elizabeth Dole 21st Century Veterans Healthcare and Benefits Improvement Act. S. 495/H.R. 1815, the Expanding Veterans Options for Long Term Care Act. H.R. 542, the Elizabeth Dole Home and Community-Based Services for Veterans and Caregivers Act. H.R. 3581, the Caregiver Outreach and Program Enhancement (COPE) Act. No bill number. Discussed Nursing Home Staffing Standard.
Client expense: $5,580,000 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, White House Office
2024 · fourth_quarter · Taxation/Internal Revenue Code
S.3680/H.R.8860 Paid Family and Medical Leave Tax Credit and Extension Act. H.R.5707/S.4740 Secure Family Futures Act. P.L.115-97 Tax Cuts and Jobs Act. P.L.117-169 Inflation Reduction Act. H.R.7024 Tax Relief for American Families and Workers Act.
Client expense: $120,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
2024 · fourth_quarter · Retirement
1.SECURE 2.0 Technical Corrections Discussion Draft: Legislative language that will amend SECURE 2.0 to make technical changes to a variety of provisions. 2.H.R. 3063, S.4917 Retirement Fairness for Charities and Educational Institutions Act: Would allow 403(b) plans to invest in Collective Investment Trusts or Separate Accounts that establishes investment parity with other defined contribution plans, like 401(k)s. 3.H.R. 3942 Lifetime Income for Employees (LIFE) Act: Amends the current rules for qualified default investment alternatives to facilitate the use of an annuity component that will expand the availability of guaranteed returns and guaranteed lifetime income that help savers secure their retirement futures. 4.H.R. 4237, S. 2282 Ensuring Sound Guidance Act: Would require investment advisers and ERISA retirement plan sponsors to prioritize financial returns over non-pecuniary factors when making investment decisions on behalf of their clients. 5.H.R. 4924, S. 2517 Auto Reenroll Act of 2023: The bill allows plan sponsors to re-enroll non-participants at least once every three years, unless the individual affirmatively opts-out again. The bill also permits plans to sweep all eligible employees as a group for re-enrollment and does not change the automatic enrollment safe harbors. 6.H.R. 5060, S. 2627 Womens Retirement Protection Act (WRPA): The legislation would impose spousal consent requirements on nearly all distributions from defined contribution plans. The bill also seeks to enhance financial literacy through grants to community-based organizations and also offers grants to such organizations to help low-income women and survivors of domestic abuse obtain qualified domestic relations orders. 7.H.R. 5408, S. 2767 SSI Savings Penalty Elimination Act: The legislation would increase the asset limit from $2,000 to $10,000 for an individual, and from $3,000 to $20,000 for a married couple. Increasing the limit empowers people to prepare themselves for a financial emergency and allows them to enter the workforce without worrying theyll save lose their eligibility for SSI by saving too much. 8.H.R. 6007, S. 4398 Retirement Investment in Small Employers (RISE) Act: The legislation would create a new Micro Employer Pension Plan Startup Credit in IRC Section 45E for qualified micro employers. A qualified micro employer is defined as an employer with 10 or fewer employees. The credit amount is 100% of any retirement plan administrative costs up to $2,500 for the first three years after adoption of the retirement plan. 9.H.R. 6065, S.3102 Retirement Savings for Americans Act (RSAA) of 2023: Would create a federally run retirement plan, similar to the TSP, that would be available to all private sector workers whose employer signs up for the plan. 10.S. 3305 Helping Young Americans Save for Retirement Act: The legislation would lower the minimum participation age in ERISA-covered defined contribution plans from age 21 to age 18. 11.H.R. 6757 Roth IRA Rollovers: This legislation will allow retirement savers to roll over their Roth IRA savings into a Roth account within a workplace retirement plan. 12.H.R. 6772 Expanding Access to Retirement Savings for Caregivers Act: The bill would allow individuals that took at least one year out of the workforce without receiving an earned income, for the purposes of caring for a family member, to make catch-up contributions in years prior to age 50 to their 401(k) plans, individual retirement accounts (IRAs), and other eligible retirement accounts. 13.H.R. 7162, S. 3716 401Kids Savings Account Act of 2024: This bill would create childrens savings accounts (CSAs) for every child in America that would be managed by State Treasurers. Funds from the accounts could be used for post-secondary education, starting a business, buying a house, or retirement security. 14.H.R. 7293 Automatic IRA Act of 2024: Mandates employers with 10 or more employees to implement an automatic enrollment retirement plan in the workplace. 15.H.J. Res 142, S.J. Res 79 Fiduciary Rule Congressional Review Act: A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Labor relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary" 16.H.R. 10467 Retirement Simplification and Clarity Act: This legislation: 1) permits an in-service plan distribution to an individual retirement annuity on or after attainment of age 50; and (2) includes a specific reference to an individual retirement annuity as a rollover option under a simplified 402(f) safe harbor notice. 17.General Accounts Product Corrections Act: Would clarify fiduciary responsibilities for life insurance companies as it relates to investments in their general accounts. Income Security S. 2415 and H.R. 7107, the Long-Term Care Affordability Act: Would allow for tax free distributions from retirement accounts to fund LTC contracts. H.R. 133, Both provisions are in the larger bill. H.R.1185 - FAMILY Act. Issue: paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member. H.R.1940 - New Parents Act of 2019. Issue: paid family and medical leave H.R.2163 - To amend the Internal Revenue Code of 1986 to allow for tax-advantaged distributions from health savings accounts during family or medical leave, and for other purposes. Issue: paid family and medical leave S.463 - FAMILY Act. Issue: paid family and medical leave- paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member S.920 - New Parents Act of 2019. Issue: paid family and medical leave Discussion draft - CRADLE Act. Issue: paid family and medical leave - allows for a deferment of retirement benefits for paid leave benefits. Proposed FY 2020 Budget proposal on paid family and medical leave. Issue: paid family and medical leave H.R. 2694 - Pregnant Workers Fairness Act. Issue: paid family and medical leave. Concurrent Resolution on the Budget, FY2022, S.Con.Res.14. The budget resolution calls for the $3.5 trillion in long-term investments to be fully offset by a combination of new tax revenues, health care savings, and long-term economic growth. In addition, the agreement would prohibit new taxes on families making less than $400,000 per year, and on small businesses and family farms. Issue: Medicare/Dental (Expanding Medicare to include dental, vision, hearing benefits and lowering the eligibility age). H.R. 5376- Build Back Better Act This bill provides funding, establishes programs, and otherwise modifies provisions relating to a broad array of areas, including education, labor, child-care, health care, taxes, immigration, and the environment. Excepted Benefits on Supplemental Benefits-proposed tri-agency rule through HHS, Treasury and Labor. S.3680 - Paid Family and Medical Leave Tax Credit Extension and Enhancement Act Diversity and Inclusion H.R. 5084 - Improving Corporate Governance Through Diversity Act. Issue: diversity and inclusion. H.R. 5360 - Closing the Racial Wealth Gap Act. Issue: diversity and inclusion. H.R. 281 - Ensuring Diverse Leadership Act. Issue: diversity and inclusion. H.R. 7946 and S. 4464 - Federal Reserve Racial and Economic Equity Act. Issue: diversity and inclusion.
Client expense: $1,419,462 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · fourth_quarter · Taxation/Internal Revenue Code
Treaty Document 112-8: bilateral tax treaty with Chile HR 5707 Secure Family Futures Act Summary is in progress. To amend the Internal Revenue Code of 1986 to exclude debt held by certain insurance companies from capital assets. HR 7024 Tax Relief for American Families and Workers Act. To make improvements to the child tax credit, to provide tax incentives to promote economic growth, to provide special rules for the taxation of certain residents of Taiwan with income from sources within the United States, to provide tax relief with respect to certain Federal disasters, to make improvements to the low-income housing tax credit, and for other purposes. HR 8435 Summary in process. To amend the Internal Revenue Code of 1986 to treat certain price protection payments as eligible rollover distributions, and for other purposes. HR 8860 A legislative analyst in the Congressional Research Service will begin analyzing this legislation after text becomes available. To amend the Internal Revenue Code of 1986 to enhance the paid family and medical leave credit, and for other purposes. Issues Related to Paid Family and Medical Leave S3680 Paid Family and Medical Leave Tax Credit Extension and Enhancement Act: This bill modifies the employer tax credit for paid family and medical leave. Specifically, the bill (1) makes such credit permanent, (2) allows the credit in states or localities that either mandate or do not mandate paid family and medical leave, (3) allows employers to claim the credit for a portion of their paid family leave insurance premiums, (4) reduces the minimum employment period eligibility requirement, and (5) requires the Small Business Administration and the Internal Revenue Service to conduct targeted outreach to employers and other relevant parties regarding the availability and requirements of the credit. S4740 Secure Family Futures Act of 2024 - Summary is in progress. To amend the Internal Revenue Code of 1986 to exclude debt held by certain insurance companies from capital assets.
Client expense: $482,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · fourth_quarter · Health Issues
H.R. 10545 - The Continuing Appropriations and Extensions Act, 2025- Issues related to funding government departments and agencies responsible for administering programs that support Medicare and Marketplace health care coverage. S. 3680 - Paid Family and Medical Leave Tax Credit Extension and Enhancement Act - Support for innovative models to support PFML in the United States. H.R. 1617 - Access to Dental Insurance Act of 2023 - Support for allowing certain populations to receive dental coverage through the federal insurance marketplaces. Issues related to paid family medical leave. Issues related to the inclusion in the Inflation Reduction Act, and continued implementation of the enhanced APTCs in the health care marketplace to make coverage more affordable. Issues related to ensuring that Medicaid and Marketplace coverage includes quality dental insurance.
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · third_quarter · Taxation/Internal Revenue Code
S. 1714 / H.R. 3481 The FAMILY Act. Issue: paid family and medical leave. S. 47740 / H.R. 5707 Secure Family Futures Act. Issue: Debt investment tax change from capital to ordinary. S. 3680 Paid Family and Medical Leave Tax Credit Extension and Enhancement Act. Issue: paid family and medical leave tax credit. P.L. 117-169 Inflation Reduction Act. Issue: implementation of corporate minimum tax. No bill number. Issue: life insurance tax stabilization. No bill number. Issue: tri-agencies (HHS, Treasury and Labor) proposed rule on excepted benefits. No bill number. Issue: private placement life insurance.
Client expense: $260,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · third_quarter · Taxation/Internal Revenue Code
Work Opportunity Tax Credit (WOTC). Extension/enhancement of the Employee Retention Tax Credit (ERTC) and ERTC refund improvements. Tax rates, including corporate, individual, small business, and proposed cap on 199A. Net Investment Income Tax (NIIT), estate tax, capital gains, and step-up basis. IRS tax enforcement, and ERTC refund improvements. FICA tax tip credit. Bonus depreciation. Business meals deduction. H.R. 2788/S. 1232, AIM Act. Service Industry Tip Compliance Agreement program. S. 1706, Main Street Tax Certainty Act. H.R. 4756, Community News and Small Business Support Act. Estate tax repeal proposals. H.R. 7024, Tax Relief for American Families and Workers Act of 2024. H.R. 6833, Improve and Enhance the Work Opportunity Tax Credit Act. H.R. 5689, EITC Age Parity Act of 2023. Service Industry Tip Compliance Agreement (SITCA) program. H.R. 7577, Creating Hospitality Economic Enhancement for Restaurant and Servers. S. 3680, Paid Family and Medical Leave Tax Credit Extension and Enhancement Act. H.R. 8941/S. 4621, No Tax on Tips Act. H.R. 7035/S. 1108, Death Tax Repeal Act.
Client expense: $820,000 · Firm income: Not reported
Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE, Small Business Administration (SBA), Treasury, Dept of
2024 · third_quarter · Health Issues
Linking Seniors to Needed Legal Services Act (H.R. 8588) Accelerating Access to Dementia & Alzheimers Provider Training (AADAPT) Act (S. 4276/H.R. 7688) Amending the Rules of the House of Representatives to establish a Permanent Select Committee on Aging (H. Res. 1029) Improving Seniors' Access to Timely Care Act (S. 4532/H.R. 8702) to amend Title XVIII of the Social Security Act to establish requirements with respect to the use of prior authorization under Medicare Advantage plans Harmonizing Environmental Analyses and Launching Therapeutic Hubs to Yield Bolstered Research And Innovation in Neurological Science (HEALTHY BRAINS) Act (H.R. 9233) Better Empowerment Now to Enhance Framework and Improve Treatments Act of 2023 (BENEFIT) Act (S. 526/H.R. 1092) Essential Caregivers Act of 2024 (S. 4280/H.R. 8331) Ensuring Patient Access to Critical Breakthrough Products Act (H.R. 1691) PACE Part D Choice Act of 2023 (S. 1703/H.R. 3549) Credit for Caring Act of 2024 (S. 3702/H.R. 7165) Paid Family and Medical Leave Tax Credit Extension and Enhancement Act (S. 3680) CONNECT for Health Act of 2023 (S. 2016 / H.R. 4189) Lifespan Respite Care Reauthorization Act (H.R. 6160) to amend the Public Health Service Act to reauthorize a lifespan respite care program DeOndra Dixon Investigation of Co-occurring Conditions across the Lifespan to Understand Down Syndrome (INCLUDE) Project Act of 2024 (H.R. 7406) NAPA Reauthorization Act (S. 133/H.R. 619/P.L. 118-92) Alzheimers Accountability and Investment Act (S. 134/H.R. 620/P.L. 118-93) Comprehensive Care for Alzheimers Act (S. 626/H.R. 1637) Elizabeth Dole Home Care Act of 2023 (S. 141/H.R. 542) VA Clinician Appreciation, Recruitment, Education, Expansion, and Retention Support (CAREERS) Act of 2023 (S. 10) Mandating Exclusive Review of Individual Treatments (MERIT) Act (H.R. 133) Access to Innovative Treatments Act of 2023 (H.R. 2408) Elder Justice Reauthorization and Modernization Act of 2023 (H.R. 2718/S. 1198) Expanding Veterans Options for Long Term Care Act (H.R.1815/S. 495) Palliative Care and Hospice Education and Training Act (S.2243) Facilitating Innovative Nuclear Diagnostics Act of 2023 (H.R. 1199/S. 1544) Supporting Our Seniors Act (S. 2584) Alleviating Barriers for Caregiving Act (S. 3109) Reauthorization of the BOLD Infrastructure for Alzheimer's Act (P.L. 115-406) BOLD Reauthorization Act (S. 3775/ H.R. 7218) Other matters related to Monoclonal Antibodies Directed Against Amyloid for the Treatment of Alzheimers Disease Other matters related to care payment models, including the GUIDE model Other matters related to Medicare care planning code 99483 Other matters related to health care workforce shortages Other matters related to home- and community-based services Other matters related to disaster preparedness and older adults Other matters related to Social Security Other matters related to technology-enabled collaborative learning and capacity-building models (Project ECHO) Other matters related to beta amyloid PET scans Other matters related to selected diagnoses and services rendered under ICD-10 Other matters related to caregiving Other matters related to medical devices other matters related to rural health other matters related to veterans health other matters related to Tricare Other matters related to research Other matters related to biomarkers including blood based tests and cerebral spinal fluid (csf)
Client expense: $540,000 · Firm income: Not reported
Government targets: Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Federal Emergency Management Agency (FEMA), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Natl Institutes of Health (NIH), SENATE, Social Security Administration (SSA), Veterans Affairs, Dept of (VA)
2024 · third_quarter · Taxation/Internal Revenue Code
S. 1714 / H.R. 3481 The FAMILY Act. Issue: paid family and medical leave. S. 47740 / H.R. 5707 Secure Family Futures Act. Issue: Debt investment tax change from capital to ordinary. S. 3680 Paid Family and Medical Leave Tax Credit Extension and Enhancement Act. Issue: paid family and medical leave tax credit. P.L. 117-169 Inflation Reduction Act. Issue: implementation of corporate minimum tax. No bill number. Issue: life insurance tax stabilization. No bill number. Issue: tri-agencies (HHS, Treasury and Labor) proposed rule on excepted benefits. No bill number. Issue: private placement life insurance.
Client expense: $230,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · third_quarter · Retirement
1.SECURE 2.0 Technical Corrections Discussion Draft: Legislative language that will amend SECURE 2.0 to make technical changes to a variety of provisions. 2.H.R. 3063, S.4917 Retirement Fairness for Charities and Educational Institutions Act: Would allow 403(b) plans to invest in Collective Investment Trusts or Separate Accounts that establishes investment parity with other defined contribution plans, like 401(k)s. 3.H.R. 3942 Lifetime Income for Employees (LIFE) Act: Amends the current rules for qualified default investment alternatives to facilitate the use of an annuity component that will expand the availability of guaranteed returns and guaranteed lifetime income that help savers secure their retirement futures. 4.H.R. 4237, S. 2282 Ensuring Sound Guidance Act: Would require investment advisers and ERISA retirement plan sponsors to prioritize financial returns over non-pecuniary factors when making investment decisions on behalf of their clients. 5.H.R. 4924, S. 2517 Auto Reenroll Act of 2023: The bill allows plan sponsors to re-enroll non-participants at least once every three years, unless the individual affirmatively opts-out again. The bill also permits plans to sweep all eligible employees as a group for re-enrollment and does not change the automatic enrollment safe harbors. 6.H.R. 5060, S. 2627 Womens Retirement Protection Act (WRPA): The legislation would impose spousal consent requirements on nearly all distributions from defined contribution plans. The bill also seeks to enhance financial literacy through grants to community-based organizations and also offers grants to such organizations to help low-income women and survivors of domestic abuse obtain qualified domestic relations orders. 7.H.R. 5408, S. 2767 SSI Savings Penalty Elimination Act: The legislation would increase the asset limit from $2,000 to $10,000 for an individual, and from $3,000 to $20,000 for a married couple. Increasing the limit empowers people to prepare themselves for a financial emergency and allows them to enter the workforce without worrying theyll save lose their eligibility for SSI by saving too much. 8.H.R. 6007, S. 4398 Retirement Investment in Small Employers (RISE) Act: The legislation would create a new Micro Employer Pension Plan Startup Credit in IRC Section 45E for qualified micro employers. A qualified micro employer is defined as an employer with 10 or fewer employees. The credit amount is 100% of any retirement plan administrative costs up to $2,500 for the first three years after adoption of the retirement plan. 9.H.R. 6065, S.3102 Retirement Savings for Americans Act (RSAA) of 2023: Would create a federally run retirement plan, similar to the TSP, that would be available to all private sector workers whose employer signs up for the plan. 10.S. 3305 Helping Young Americans Save for Retirement Act: The legislation would lower the minimum participation age in ERISA-covered defined contribution plans from age 21 to age 18. 11.H.R. 6757 Roth IRA Rollovers: This legislation will allow retirement savers to roll over their Roth IRA savings into a Roth account within a workplace retirement plan. 12.H.R. 6772 Expanding Access to Retirement Savings for Caregivers Act: The bill would allow individuals that took at least one year out of the workforce without receiving an earned income, for the purposes of caring for a family member, to make catch-up contributions in years prior to age 50 to their 401(k) plans, individual retirement accounts (IRAs), and other eligible retirement accounts. 13.H.R. 7162, S. 3716 401Kids Savings Account Act of 2024: This bill would create childrens savings accounts (CSAs) for every child in America that would be managed by State Treasurers. Funds from the accounts could be used for post-secondary education, starting a business, buying a house, or retirement security. 14.H.R. 7293 Automatic IRA Act of 2024: Mandates employers with 10 or more employees to implement an automatic enrollment retirement plan in the workplace. 15.H.J. Res 142, S.J. Res 79 Fiduciary Rule Congressional Review Act: A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Labor relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary" 16.General Accounts Product Corrections Act: Would clarify fiduciary responsibilities for life insurance companies as it relates to investments in their general accounts. Income Security S. 2415 and H.R. 7107, the Long-Term Care Affordability Act: Would allow for tax free distributions from retirement accounts to fund LTC contracts. H.R. 133, Both provisions are in the larger bill. H.R.1185 - FAMILY Act. Issue: paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member. H.R.1940 - New Parents Act of 2019. Issue: paid family and medical leave H.R.2163 - To amend the Internal Revenue Code of 1986 to allow for tax-advantaged distributions from health savings accounts during family or medical leave, and for other purposes. Issue: paid family and medical leave S.463 - FAMILY Act. Issue: paid family and medical leave- paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member S.920 - New Parents Act of 2019. Issue: paid family and medical leave Discussion draft - CRADLE Act. Issue: paid family and medical leave - allows for a deferment of retirement benefits for paid leave benefits. Proposed FY 2020 Budget proposal on paid family and medical leave. Issue: paid family and medical leave H.R. 2694 - Pregnant Workers Fairness Act. Issue: paid family and medical leave. Concurrent Resolution on the Budget, FY2022, S.Con.Res.14. The budget resolution calls for the $3.5 trillion in long-term investments to be fully offset by a combination of new tax revenues, health care savings, and long-term economic growth. In addition, the agreement would prohibit new taxes on families making less than $400,000 per year, and on small businesses and family farms. Issue: Medicare/Dental (Expanding Medicare to include dental, vision, hearing benefits and lowering the eligibility age). H.R. 5376- Build Back Better Act This bill provides funding, establishes programs, and otherwise modifies provisions relating to a broad array of areas, including education, labor, child-care, health care, taxes, immigration, and the environment. Excepted Benefits on Supplemental Benefits-proposed tri-agency rule through HHS, Treasury and Labor. S.3680 - Paid Family and Medical Leave Tax Credit Extension and Enhancement Act Diversity and Inclusion H.R. 5084 - Improving Corporate Governance Through Diversity Act. Issue: diversity and inclusion. H.R. 5360 - Closing the Racial Wealth Gap Act. Issue: diversity and inclusion. H.R. 281 - Ensuring Diverse Leadership Act. Issue: diversity and inclusion. H.R. 7946 and S. 4464 - Federal Reserve Racial and Economic Equity Act. Issue: diversity and inclusion.
Client expense: $809,027 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · third_quarter · Taxation/Internal Revenue Code
General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits. Current law tax exclusion for employer provided benefits. S.3680, H.R. 8860 - Paid Family and Medical Leave Tax Credit Extensions and Enhancement Act: Issues related to the eligibility for the credit of certain employers and types of qualifying leave benefits. H.R. 5707, S.4740 - Secure Family Futures Act. ISSUE: Treatment of life insurer held bonds.
Client expense: $460,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · third_quarter · Government Issues
H. Res. 890, Amending the Rules of the House of Representatives to establish the Committee on the Elimination of Nonessential Federal Programs. H. Res. 1016, Providing for consideration of the bill (H.R. 5673) to advance responsible policies. H. Res. 1329, Acknowledging and apologizing for the mistreatment of, and discrimination against, lesbian, gay, bisexual, and transgender individuals who served the United States in the uniformed services, the Foreign Service, and the Federal civil service. S. Res. 740, A resolution acknowledging and apologizing for the mistreatment of, and discrimination against, lesbian, gay, bisexual, and transgender individuals who served the United States in the uniformed services, the Foreign Service, and the Federal civil service. H.Res. 1410, Providing for the consideration of the bill (H.R. 82) to amend title II of the Social Security Act to repeal the Government pension offset and windfall elimination provisions. H.R. 2, Secure the Border Act of 2023 S. 2824, Secure the Border Act of 2023 H.R. 15, Equality Act S. 5, Equality Act H.R. 17, Paycheck Fairness Act H.R. 36, Patrick Underwood Federal Law Enforcement Protection Act of 2023 H.R. 51, Washington, D.C. Admission Act S. 51, Washington, D.C. Admission Act H.R. 69, NOSHA Act H.R. 82, Social Security Fairness Act S. 597, Social Security Fairness Act H.R. 101, Return to Work Act H.R. 139, SHOW UP Act of 2023 S. 1565, SHOW UP Act of 2023 H.R. 140, Protecting Speech from Government Interference Act H.R. 158, CLEAN Public Service Act H.R. 159, Chance to Compete Act of 2023 S. 59, Chance to Compete Act of 2023 H.R. 162, National Digital Reserve Corps Act H.R. 203, No Hires for the Delinquent IRS Act H.R. 227, Federal Employee Combat Zone Tax Parity Act H.R. 249, Bonuses for Cost-Cutters Act of 2023 H.R. 310, Dismantling Investments in Violation of Ethical Standards through Trusts Act H.R. 360, RETURN ACT S. 155, RETURN ACT H.R. 389, PORTFOLIO Act H.R. 397, To require the evaluation of Federal agencies and programs for duplicative, wasteful, or outdated functions, and to recommend the elimination or realignment of such functions, and for other purposes H.R. 403, No Mandates Act H.R. 474, RETURN Act H.R. 493, For the relief of Michael Janssen and Steven Passantino H.R. 564, Saving Taxpayers' Money and Paying America's Debt Act H.R. 596, Anti-Border Corruption Improvement Act H.R. 678, Restoring Military Focus Act S. 191, Restoring Military Focus Act H.R. 694, Job Protection Act H.R. 716, Fair COLA for Seniors Act of 2023 H.R. 741, Employee Bonus Protection Act H.R. 743, Protect and Serve Act of 2023 H.R. 789, Caring for All Families Act S. 242, Caring for All Families Act H.R. 843, Federal Police Camera and Accountability Act H.R. 856, Comprehensive Paid Leave for Federal Employees Act S. 274, Comprehensive Paid Leave for Federal Employees Act H.R. 866, Equal COLA Act S. 3194, Equal COLA Act H.R. 978, Drain the Swamp Act of 2023 H.R. 980, Washington, D.C. Residents Voting Act H.R. 985, Productivity Over Pronouns Act H.R. 1002, Saving the Civil Service Act S. 399, Saving the Civil Service Act H.R. 1080, COVID-19 Federal Employee Reinstatement Act H.R. 1084, Flexibility for Workers Education Act H.R. 1106, COST of Relocations Act S. 487, COST of Relocations Act H.R. 1162, Accountability for Government Censorship Act H.R. 1206, Federal Agency Sunset Commission Act of 2023 H.R. 1229, Stop CRT Act S. 558, Stop CRT Act H.R. 1235, Federal Firefighter Pay Equity Act H.R. 1261, Federal Employees Sustainable Investment Act H.R. 1275, To prohibit the use of Federal funds to carry out Executive Order 14091 H.R. 1301, Federal Employees Civil Relief Act S. 640, Federal Employees Civil Relief Act H.R. 1322, Law Enforcement Officers Equity Act S. 1658, Law Enforcement Officers Parity Act H.R. 1323, LEO Fair Retirement Act of 2023 H.R. 1332, Thirty-Two Hour Workweek Act S. 3947, Thirty-Two Hour Workweek Act H.R. 1382, TABS Act of 2023 H.R. 1401, END FENTANYL Act H.R. 1410, Consumer Financial Protection Commission Act H.R. 1416, Federal Retirement Thrift Investment Board Inspector General Act of 2023 H.R. 1442, No Pensions for Lying Bureaucrats Act H.R. 1463, Restoring Trust in Public Servants Act H.R. 1467, Locality-based Social Security Benefits Act of 2023 H.R. 1487, Office of Personnel Management Reform Act H.R. 1600, Pay Equity for All Act of 2023 H.R. 1618, Commission on Sustaining Medicare and Social Security Act of 2023 H.R. 1621, COVID-19 National Memorial Act H.R. 1627, Sergeant Steve Owen Defending Our Defenders Act H.R. 1688, Social Security Cost of Living Increase Act of 2023 H.R. 1804, Honest Runway Labeling Act H.R. 2382, September 11 Day of Remembrance Act S. 1472, September 11 Day of Remembrance Act H.R. 2383, Prohibition of Financial Trading on Government Property Act H.R. 2395, Restoring Overtime Pay Act of 2023 S. 1041, Restoring Overtime Pay Act of 2023 H.R. 2489, CFPB Dual Mandate and Economic Analysis Act H.R. 2494, POLICE Act of 2023 H.R. 2516, End the Congressional Revolving Door Act H.R. 2524, Public Service Spending Integrity Act H.R. 2528, Grandparent-Grandchild Medical Leave Act H.R. 2549, Global Trade Accountability Act of 2023 H.R. 2556, Simplify, Don't Amplify the IRS Act H.R. 2557, CBP Workload Staffing Model Act H.R. 2572, Supporting Women COPS Act of 2023 H.R. 2577, DHS Suicide Prevention and Resiliency for Law Enforcement Act H.R. 2712, Work Not Woke Act H.R. 2744, Freedom from Government Competition Act of 2023 H.R. 2755, National Taxpayer Advocate Enhancement Act of 2023 H.R. 2776, Go Woke, Go Broke Act H.R. 2798, CFPB Transparency and Accountability Reform Act H.R. 2806, U.S. Customs and Border Protection Rural and Remote Hiring and Retention Strategy Act of 2023 H.R. 2837, Border Patrol Pay Parity Act S. 1444, Border Patrol Enhancement Act H.R. 2937, Repeal CFPB Act S. 1363, Repeal CFPB Act H.R. 2949, PSLF Payment Completion Fairness Act S. 1331, PSLF Payment Completion Fairness Act H.R. 2996, Safe Leave for Victims of Domestic Violence, Sexual Assault, and Stalking Act H.R. 3003, Bipartisan Restoring Faith in Government Act H.R. 3022, Workers' Memorial Day H.R. 3024, Life Saving Leave Act S. 3685, Life Saving Leave Act H.R. 3079, Back the Blue Act of 2023 H.R. 3091, Federal Law Enforcement Officer Service Weapon Purchase Act S. 1585, Federal Law Enforcement Service Weapon Purchase Act H.R. 3094, To terminate the requirement imposed by the Secretary of Homeland Security for proof of COVID-19 vaccination for foreign travelers, and for other purposes. H.R. 3108, Tim's Act S. 1505, Tim's Act H.R. 3115, Public Service Reform Act S. 1496, Public Service Reform Act H.R. 3170, HELPER Act of 2023 S. 1514, HELPER Act of 2023 H.R. 3261, Strengthening Social Security Act of 2023 H.R. 3381, National Law Enforcement Officers Remembrance, Support and Community Outreach Act H.R. 3406, Stop TSP ESG Act S. 1891, Stop TSP ESG Act H.R. 3407, Empowering Law Enforcement Act of 2023 H.R. 3409, Healthy Families Act S. 1664, Healthy Families Act H.R. 3455, TSP Act S. 1650, TSP Act of 2023 H.R. 3481, FAMILY Act S. 1714, FAMILY Act H.R. 3499, Direct Hire To Fight Fires H.R. 3527, MATCH Act H.R. 3612, No ESG at TSP Act S. 2147, No ESG at TSP Act H.R. 3740, Federal Employee Student Debt Transparency Act H.R. 3855, National Digital Reserve Corps Act H.R. 3967, Student Loan Tax Relief Act H.R. 4009, Public Health Emergency Response Act H.R. 4023, UPDATED USPS Act H.R. 4044, China Trade Cheating Restitution Act of 2023 H.R. 4260, Public Servants Protection and Fairness Act of 2023 H.R. 4278, Restore VA Accountability Act of 2023 H.R. 4398, Patriotism Not Pride Act H.R. 4416, No Funds for Armed Regulators Act of 2023 H.R. 4434, Accountability for Acting Officials Act H.R. 4436, Why Does the IRS Need Guns Act S. 1949, Why Does the IRS Need Guns Act H.R. 4453, No CCP Financial Apps on Government Devices Act H.R. 4467, DHS Border Services Contracts Review Act H.R. 4497, To expand the mission of the National Park Service to include active use of System units located in urban areas, and for other purposes. H.R. 4502, Modernizing the Acquisition of Cybersecurity Experts Act H.R. 4503, AI Training Expansion Act of 2023 H.R. 4528, Strengthening the NRC Workforce Act of 2023 H.R. 4533, Cost of Wokeism in the Military Act H.R. 4583, Social Security 2100 Act S. 2280, Social Security 2100 Act H.R. 4672, To amend title 40, United States Code, to prohibit the Administrator of General Services from constructing or acquiring public buildings or entering into leases based on the legality or availability of abortion, and for other purposes. H.R. 4711, Protecting Taxpayers from Student Loan Bailouts Act H.R. 4742, Pay Back Act H.R. 4744, Lead by Example Act of 2023 S. 2373, Lead by Example Act of 2023 H.R. 4791, Free Speech Protection Act S. 2425, Free Speech Protection Act H.R. 4831, Fair Pay for Federal Firefighters Act H.R. 4848, Censorship Accountability Act S. 2616, Censorship Accountability Act H.R. 4893, Scientific Integrity Act H.R. 4906, Protecting VA Employees Act H.R. 4925, EPIC Act H.R. 4926, Members of Congress Pension Opt Out Clarification Act H.R. 4944, Military Families and Surviving Spouses Benefits Enhancement Act H.R. 4961, To require ports of entry along the northern border to remain open as many hours per day as they were open prior to the COVID-19 pandemic. S. 2562, A bill to require ports of entry along the northern border to remain open as many hours per day as they were open prior to the COVID-19 pandemic. H.R. 4991, To direct the Secretary of Homeland Security to commence a rule making to establish a U.S. Customs and Border Protection International port of entry at the Port of Stockton and for other purposes. H.R. 5037, FAIR Leave Act S. 2574, FAIR Leave Act H.R. 5040, CURE Act H.R. 5169, Wildland Firefighter Paycheck Protection Act of 2023 S. 2272, Wildland Firefighter Paycheck Protection Act of 2023 H.R. 5171, Federal Employee Pay Compression Relief Act of 2023 H.R. 5342, Equal Treatment of Public Servants Act of 2023 H.R. 5345, Curbing Offenses on Policing Services Act H.R. 5346, Creating Schedule F in the Excepted Service Act H.R. 5366, Patriot Day Act H.R. 5465, Congressional Access to Bureaucratic Offices Act H.R. 5538, To amend title 5 of the United States Code to provide special overtime pay for certain border patrol agents, and for other purposes. H.R. 5563, Schedules That Work Act S. 2851, Schedules That Work Act H.R. 5578, Part-Time Worker Bill of Rights Act S. 2850, Part-Time Worker Bill of Rights Act H.R. 5624, Cost of Police Misconduct Act of 2023 S. 2883, Cost of Police Misconduct Act of 2023 H.R. 5676, SWAMP Act of 2023 S. 2612, SWAMP Act of 2023 H.R. 5681, Pipeline to Service Act H.R. 5713, Homeland Security Fentanyl Enforcement Act H.R. 5726, Denying Pensions to Convicted Child Molesters Act of 2023 H.R. 5728, Government Shutdown Impact Report Act of 2023 H.R. 5739, Shutdown Guidance for Financial Institutions Act H.R. 5758, To amend title 31, United States Code, to reimburse employees of the Federal Government and the District of Columbia, Federal contractors, and the States for certain costs incurred as a result of a Government shutdown, and for other purposes. H.R. 5760, Climate Resilience Workforce Act H.R. 5839, Maritime Border Security Technology Improvement Act H.R. 5862, To amend the Homeland Security Act of 2002 relating to authority of U.S. Customs and Border Protection to consolidate, modify, or reorganize Customs revenue functions. H.R. 5883, Honoring Civil Servants Killed in the Line of Duty Act S. 3029, Honoring Civil Servants Killed in the Line of Duty Act H.R. 5900, Security Clearance Revolving Door Act of 2023 H.R. 5920, Student Loan Marriage Penalty Elimination Act of 2023 H.R. 5990, Border Enforcement, Security, and Trade (BEST) Facilitation Act of 2023 S. 2278, Border Enforcement, Security, and Trade (BEST) Facilitation Act of 2023 H.R. 5995, Federal Retirement Fairness Act H.R. 6170, Border Security and Terrorism Prevention Act H.R. 6195, Wildland Firefighter Fair Pay Act S. 3221, Wildland Firefighter Fair Pay Act H.R. 6266, Federal Protective Service Reform Act of 2023 H.R. 6267, Election Day Act H.R. 6276, USE IT Act of 2023 H.R. 6280, Smart Border Protection Act H.R. 6389, District of Columbia National Guard Federal Employee Leave Fairness Act H.R. 6404, Disarming Cartels Act H.R. 6409, CBP SPACE Act H.R. 6422, Locality Pay Equity Act of 2023 S. 3308, Locality Pay Equity Act of 2023 H.R. 6432, Safeguarding Honest Speech Act H.R. 6462, READINESS Act S. 3530, READINESS Act H.R. 6524, Federal Cybersecurity Workforce Expansion Act H.R. 6558, END the DEEP STATE H.R. 6722, Fair Wage Act of 2023 H.R. 6792, PSLF Administrative Improvement Act H.R. 6842, STOCK Act 2.0 S. 3555, STOCK Act 2.0 H.R. 6876, CTPAT Pilot Program Act of 2023 H.R. 6901, To direct the Secretary of Defense to submit to Congress a report on Department of Defense restrictions on the employment of former Department employees by certain countries. H.R. 6907, Parental Workforce Training Act. H.R. 6908, Jury Duty Exemption for Breastfeeding Act of 2023 H.R. 6911, ROBERT MALLEY Act H.R. 7080, Earn Your Keep Act H.R. 7107, Human Trafficking Awareness Training Act H.R. 7121, Financial Regulators Revolving Door Enforcement Act H.R. 7127, FAIR Act S. 3688, FAIR Act H.R. 7236, RECOVER Act of 2024 H.R. 7329, Election Day Holiday Act of 2024 H.R. 7369, CBP Hire Act of 2024 H.R. 7455, Sunset Act of 2024 H.R. 7490, Hire Veterans Act H.R. 7621, No Robot Bosses Act S. 2419, No Robot Bosses Act H.R. 7625, RESPOND Act of 2024 H.R. 7690, Stop Spying Bosses Act H.R. 7726, To amend chapter 77 of title 5, United States Code, to clarify certain due process rights of Federal employees serving in sensitive positions, and for other purposes. H.R. 7752, PTO Act H.R. 7780, Safeguarding Investment Options for Retirement Act H.R. 7783, To nullify certain documents issued by the Equal Employment Opportunity Commission relating to gender based workplace discrimination. H.R. 7794, Chief Herbert D. Proffitt Act of 2024 H.R. 7819, To ensure that the percentage increase in rates of basic pay for prevailing wage employees shall be equal to the percentage increase received by other Federal employees in the same pay locality and for other purposes. H.R. 7832, Emerging Innovative Border Technologies Act H.R. 7835, Hatch Act Enforcement Transparency and Accountability Act H.R. 7846, GUARD ACT H.R. 7869, U.S. Customs and Border Protection Officer Retirement Technical Corrections Act S. 311, U.S. Customs and Border Protection Officer Retirement Technical Corrections Act H.R. 7878, Ensuring Equity for Firefighters Act H.R. 7936, Cultural Resource Challenge Act of 2024 H.R. 7937, Diversity Equity Inclusion Dead on Arrival Act of 2024 H.R. 7978, Family Leave for Parental Involvement in Education Act H.R. 7979, End China's De Minimis Abuse Act H.R. 8070, Servicemember Quality of Life Improvement and National Defense Authorization Act for Fiscal Year 2025. S. 4638, National Defense Authorization Act for Fiscal Year 2025 H.R. 8119, Providing Emotional Assistance with Relief and Love Act H.R. 8146, Police Our Border Act H.R. 8150, To require the Commissioner of U.S. Customs and Border Protection to establish procedures for conducting maintenance projects at ports of entry at which the Office of Field Operations conducts certain enforcement and facilitation activities. S. 243, To require the Commissioner of U.S. Customs and Border Protection to establish procedures for conducting maintenance projects at ports of entry at which the Office of Field Operations conducts certain enforcement and facilitation activities H.R. 8292, Taxpayer Data Protection Act S. 5135, Taxpayer Data Protection Act H.R. 8373, No Taxpayer-Funded Pensions for Sex Criminals Act S. 4321, No Taxpayer-Funded Pensions for Sex Criminals Act H.R. 8479, Unity through Service Act of 2024 H.R. 8487, Honoring Emergency Response Officers' Sacrifice Act H.R. 8497, To provide the Secretary of Homeland Security certain direct hiring authorities. H.R. 8530, Improving Federal Building Security Act of 2024 S. 3613, Improving Federal Building Security Act of 2024 H.R. 8546, To require the Commissioner of the Social Security Administration to take certain actions to improve the processing of claims and appeals for disability insurance benefits and supplemental security income, and for other purposes. H.R. 8577, National Commission to Combat Workplace Sexual Harassment Act H.R. 8633, Detection Equipment and Technology Evaluation to Counter the Threat of (DETECT) Fentanyl and Xylazine. S. 4419, Detection Equipment and Technology Evaluation to Counter the Threat of (DETECT) Fentanyl and Xylazine. H.R. 8669, Safe Workplaces Act H.R. 8706, Dismantle DEI Act S. 4516, Dismantle DEI Act H.R. 8759, Public Service Loan Forgiveness Inclusion Act of 2024 H.R. 8794, Border Workforce Improvement Act H.R. 8806, Safeguarding Social Security and Medicare Act H.R. 8835, FAIR Pensions Act H.R. 8864, Tax Administration Simplification Act H.R. 8992, Stop Fentanyl at the Border Act H.R. 9084, STOP the SWAMP Act H.R. 9228, BE HEARD in the Workplace Act S. 4902, BE HEARD in the workplace Act H.R. 9296, Next Generation Civilian Leaders Program Act H.R. 9300, Protecting and Preserving Social Security Act H.R. 9341, Protecting Social Security Act H.R. 9346, Audit the IRS Act S. 4826, Audit the IRS Act H.R. 9368, Border Weather Resiliency Act of 2024 S. 4672, Border Weather Resiliency Act of 2024 H.R. 9424, Equal Pay for Equal Work Act H.R. 9434, To direct the heads of certain agencies to review and submit to Congress a report on public-private partnerships for combating the illicit fentanyl trade, and for other purposes. H.R. 9435, To establish a National Security Council Fentanyl Disruption Steering Group, and for other purposes. H.R. 9481, Improving Coordination for the Northern Border Act H.R. 9520, Federal Cyber Workforce Training Act of 2024 S. 4715, Federal Cyber Workforce Training Act of 2024 H.R. 9523, Renewed Hope Act of 2024 H.R. 9532, Renewed Hope Act of 2024 S. 5015, Renewed Hope Act of 2024 H.R. 9593, MANAGER Act H.R. 9667, Enhancing Southbound Inspections to Combat Cartels Act H.R. 9689, DHS Cybersecurity Internship Program Act H.R. 9722, CATCH Fentanyl Act H.R. 9749, To amend the Homeland Security Act of 2002 to abolish the reorganization authority of the Department of Homeland Security, and for other purposes H.R. 9813, Chai Suthammanont Healthy Federal Workplaces Act of 2024 S. 5279, Chai Suthammanont Healthy Federal Workplaces Act of 2024 S. Res. 165, A resolution recognizing the work of Federal law enforcement agencies, condemning calls to "defund" the Department of Justice and the Federal Bureau of Investigation, and rejecting partisan attempts to degrade public trust in law enforcement agencies. S. Res. 218, A resolution expressing support for the law enforcement officers of the United States. S. 86, Members of Congress Pension Opt Out Clarification Act S. 87, EPIC Act S. 149, TSP Fiduciary Security Act of 2023 S. 166, HEALING Mothers and Fathers Act S. 206, END FENTANYL Act S. 210, Job Protection Act S. 222, Border Airport Fairness Act of 2023 S. 339, Department of Defense Improved Hiring Act S. 342, Access to Counsel Act of 2023 S. 349, Military Spouse Employment Act S. 383, Federal Skills Act of 2013 S. 393, Social Security Expansion Act S. 666, Identifying and Eliminating Wasteful Programs Act S. 669, Increasing Mental Health Options Act of 2023 S. 670, IMPACTT Human Trafficking Act S. 693, Eliminating Executive Branch Insider Trading Act S. 717, Clear and Concise Content Act of 2023 S. 774, Veterans Border Patrol Training Act S. 780, Duplication Scoring Act of 2023 S. 794, CTPAT Pilot Program Act of 2023 S. 812, Bonuses for Cost-Cutters Act of 2023 S. 885, Department of Homeland Security Civilian Cybersecurity Reserve Act S. 986, STOP Act 2.0 S. 1011, Federal Employees and Retirees with Delinquent Tax Debt Initiative (FERDI) Act S. 1030, Protecting Older Workers Against Discrimination Act S. 1051, Protect Taxpayers' Privacy Act S. 1054, IRS Improper Payments Act S. 1060, Global Trade Accountability Act S. 1111, ADVANCE Act of 2023 S. 1253, Securing America's Ports of Entry Act of 2023 S. 1295, Federal Employee Student Debt Transparency Act S. 1337, Increase Reliable Services Now Act S. 1464, Enhancing DHS Drug Seizures Act S. 1569, Back the Blue Act of 2023 S. 1629, Hatch Act Enforcement Transparency and Accountability Act S. 1640, Empowering Law Enforcement Act of 2023 S. 1733, POLICE Act of 2023 S. 1811, Military Merit, Fairness, and Equality Act of 2023 S. 1822, Non-Intrusive Inspection Expansion Act S. 1897, Enhancing Southbound Inspections to Combat Cartels Act S. 1925, HERO Act S. 1964, A bill to abolish the Office of Financial Research S. 2150, Unity through Service Act of 2023 S. 2193, Fly PETS Act S. 2256, Federal Cybersecurity Workforce Expansion Act S. 2266, Strengthening American Communities Act of 2023 S. 2440, Exploitative Workplace Surveillance and Technologies Task Force Act of 2023 S. 2533, A bill to require the Secretary of Defense to allow certain military spouses employed by the Department of Defense to telework full time. S. 2665, Federal Firefighter Cancer Detection and Prevention Act of 2023 S. 2679, LEAD Act of 2023 S. 2866, Improving Government Services Act S. 2925, CFPB Pay Fairness Act of 2023 S. 2949, Ensuring Military Access to Higher Education Benefits Act of 2023 S. 3015, Telework Reform Act of 2023 S. 3104, Advanced Border Coordination Act of 2023 S. 3112, Ensure Uniform Border Inspection Practices Act S. 3199, IRS Act S. 3252, Abolish Government DEI Act S. 3268, Direct Hire to Fight Fires Act of 2023 S. 3320, TERM Act S. 3374, REWARD Experience Act of 2023 S. 3431, Customs Modernization Act of 2023 S. 3479, Southwest Border Regional Commission Reauthorization Act of 2023 S. 3480, CREEPS Act S. 3600, Teamwork for Employees and Managers Act of 2024 S. 3680, Paid Family and Medical Leave Tax Credit Extension and Enhancement Act S. 3767, Justice for Fallen Law Enforcement Act S. 3796, Keeping International Land Ports of Entry Open Act S. 3901, Time Off to Vote Act S. 3965, Deploy Fentanyl Scanners Act of 2024 S. 4003, Guaranteed Paid Vacation Act S. 4021, A bill to place restrictions on the official display of flags, seals, or emblems other than the United States flag. S. 4043, Telework Transparency Act of 2024 S. 4062, CATCH Fentanyl Act S. 4082, Ensure Accountability in De Minimis Act of 2024 S. 4085, Export Controls Enforcement Improvement Act of 2024 S. 4183, A bill to amend the Homeland Security Act of 2002 relating to authority of U.S. Customs and Border Protection to consolidate, modify, or reorganize Customs revenue functions. S. 4266, Back to Work Act of 2024 S. 4361, Border Act of 2024 S. 4655, Congressional Whistleblower Protection Act of 2024 S. 4656, A bill to amend title 5, United States Code, concerning restrictions on the participation of certain Federal employees in partisan political activity, and for other purposes. S. 4667, Risky Research Review Act S. 4681, Enhanced Oversight and Accountability in Screening Act S. 4698, DHS Joint Task Forces Reauthorization Act of 2024 S. 4707, DHS Border Services Contracts Review Act S. 4711, DOOBIE Act of 2024 S. 4780, Supporting Employees in the Guard and Reserve Act S. 4833, Federal Employee Locality Accountability in Retirement Act S. 4834, Federal Employee Return to Work Act S. 4889, Federal Jobs for STARs Act of 2024 S. 4991, George Floyd Justice in Policing Act of 2024 S. 5017, Safeguarding American Families and Expanding Social Security Act of 2024 S. 5066, No Taxation Without Representation Act of 2024 S. 5092, Northern Border Security Enhancement and Review Act
Client expense: $290,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), Energy, Dept of, Federal Communications Commission (FCC), Federal Retirement Thrift Investment Board, Food & Drug Administration (FDA), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Merit Systems Protection Board, Natl Credit Union Administration (NCUA), Natl Park Service (NPS), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of Special Counsel, Office of the Comptroller of the Currency (OCC), Patent & Trademark Office (PTO), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Customs & Border Protection, White House Office
S. 3702/H.R. 7165, the Credit for Caring Act. S.2264/H.R.4539, the Casualty Loss Deduction Restoration Act. S.3680/H.R. 8860, Paid Family and Medical Leave Tax Credit Extension and Enhancement Act. H.R. 9361, the EITC for Older Workers Act. S. 3254/H.R. 7222, the Lowering Costs for Caregivers Act. S. 3020/H.R. 3032, the Volunteer Driver Tax Appreciation Act. H.R. 4289, the WISH Act of 2023.
Client expense: $4,820,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
S. 3109/H.R. 8018, the Alleviating Barriers for Caregivers Act. S. 3766/H.R. 7274, Connecting Caregivers to Medicare Act. S. 3254/H.R 7222, the Lowering Costs for Caregivers Act. H.R. 7165/S. 3702, the Credit for Caring Act. S.3680/ H.R. 8860, the Paid Family and Medical Leave Tax Credit Extension and Enhancement Act. No bill number. Discussed paid leave for family caregivers. S.4776, the Older Americans Act Reauthorization Act. S. 5023, the Stand Strong Falls Prevention Act. S. 4556/H.R. 9179, the SAFE STEPS for Veterans Act. H.Con.Res.129 - Supporting the designation of "National Fall Prevention Awareness Week". No bill number. Discussed Strategic Framework for a National Plan on Aging. No bill number. Discussed Proposed Fiscal Year 2025 Home Health Prospective Payment System Rate Update. S.1190, the Direct Support Worker Training Reimbursement Act of 2023. S.1196, the Mollie Baldwin Upskilling of Personal and Home Care Aides Act of 2023. S.1192, the CADSAW Act of 2023. No bill number. Discussed Older Americans Act programs. No bill number. Discussed family caregiving priorities and Older Americans Act reauthorization. S. 4765, the Respect Parents Childcare Choices Act. H.R. 9803, the Hospice Care Act. No bill number. Discussed GUIDE Model. No bill number. Discussed National Strategy to Support Family Caregivers. No bill number. Discussed Medicare and Medicaid and family caregivers. H.R. 542, the Elizabeth Dole Home and Community-Based Services for Veterans and Caregivers Act. H.R. 3581, Caregiver Outreach and Program Enhancement (COPE) Act. H.R. 6160, To reauthorize a lifespan respite care program. S. 4325, the Lifespan Respite Care Reauthorization Act. No bill number. Discussed Medicare Physician Fee Schedule for calendar year 2025. No bill number. Discussed Medicare Hospital Outpatient Prospective Payment System for calendar year 2025. S.3697/H.R.7623, the Telehealth Modernization Act. No bill number. Discussed military and veteran caregivers and VA Caregiver Support Programs.
Client expense: $4,820,000 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, Vice President of the U.S., White House Office
2024 · third_quarter · Taxation/Internal Revenue Code
S.3680/H.R.8860 Paid Family and Medical Leave Tax Credit and Extension Act. H.R.5707 Secure Family Futures Act. P.L.115-97 Tax Cuts and Jobs Act. P.L.117-169 Inflation Reduction Act. H.R.7024 Tax Relief for American Families and Workers Act.
Client expense: $120,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
2024 · third_quarter · Taxation/Internal Revenue Code
Treaty Document 112-8: bilateral tax treaty with Chile HR 5707 Secure Family Futures Act Summary is in progress. To amend the Internal Revenue Code of 1986 to exclude debt held by certain insurance companies from capital assets. HR 7024 Tax Relief for American Families and Workers Act. To make improvements to the child tax credit, to provide tax incentives to promote economic growth, to provide special rules for the taxation of certain residents of Taiwan with income from sources within the United States, to provide tax relief with respect to certain Federal disasters, to make improvements to the low-income housing tax credit, and for other purposes. HR 8435 Summary in process. To amend the Internal Revenue Code of 1986 to treat certain price protection payments as eligible rollover distributions, and for other purposes. HR 8860 A legislative analyst in the Congressional Research Service will begin analyzing this legislation after text becomes available. To amend the Internal Revenue Code of 1986 to enhance the paid family and medical leave credit, and for other purposes. Issues Related to Paid Family and Medical Leave S3680 Paid Family and Medical Leave Tax Credit Extension and Enhancement Act: This bill modifies the employer tax credit for paid family and medical leave. Specifically, the bill (1) makes such credit permanent, (2) allows the credit in states or localities that either mandate or do not mandate paid family and medical leave, (3) allows employers to claim the credit for a portion of their paid family leave insurance premiums, (4) reduces the minimum employment period eligibility requirement, and (5) requires the Small Business Administration and the Internal Revenue Service to conduct targeted outreach to employers and other relevant parties regarding the availability and requirements of the credit. S4740 Secure Family Futures Act of 2024 - Summary is in progress. To amend the Internal Revenue Code of 1986 to exclude debt held by certain insurance companies from capital assets.
Client expense: $452,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · third_quarter · Health Issues
H. R. 9747 - Continuing Appropriations and Extensions Act, 2025 - Issues related to funding government departments and agencies responsible for administering programs that support Medicare and Marketplace health care coverage. S. 3680 - Paid Family and Medical Leave Tax Credit Extension and Enhancement Act - Support for innovative models to support PFML in the United States. H.R. 1617 - Access to Dental Insurance Act of 2023 - Support for allowing certain populations to receive dental coverage through the federal insurance marketplaces. Issues related to paid family medical leave. Issues related to the inclusion in the Inflation Reduction Act, and continued implementation of the enhanced APTCs in the health care marketplace to make coverage more affordable. Issues related to ensuring that Medicaid and Marketplace coverage includes quality dental insurance.
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · second_quarter · Taxation/Internal Revenue Code
Work Opportunity Tax Credit (WOTC). Extension/enhancement of the Employee Retention Tax Credit (ERTC) and ERTC refund improvements. Tax rates, including corporate, individual, small business, and proposed cap on 199A. Net Investment Income Tax (NIIT), estate tax, capital gains, and step-up basis. IRS tax enforcement, and ERTC refund improvements. FICA tax tip credit. Business meals deduction. H.R. 2788/S. 1232, AIM Act. Service Industry Tip Compliance Agreement program. S. 1706, Main Street Tax Certainty Act. H.R. 4756, Community News and Small Business Support Act. Estate tax repeal proposals. H.R. 7024, Tax Relief for American Families and Workers Act of 2024. H.R. 6833, Improve and Enhance the Work Opportunity Tax Credit Act. H.R. 5689, EITC Age Parity Act of 2023. Service Industry Tip Compliance Agreement (SITCA) program. H.R. 7577, Creating Hospitality Economic Enhancement for Restaurant and Servers. S. 3680, Paid Family and Medical Leave Tax Credit Extension and Enhancement Act. H.R. 8941/S. 4621, No Tax on Tips Act.
Client expense: $880,000 · Firm income: Not reported
Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE, Small Business Administration (SBA), Treasury, Dept of
2024 · second_quarter · Taxation/Internal Revenue Code
General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits. Current law tax exclusion for employer provided benefits. S.3680 - Paid Family and Medical Leave Tax Credit Extensions and Enhancement Act: Issues related to the eligibility for the credit of certain employers and types of qualifying leave benefits. H.R. 5707 - Secure Family Futures Act of 2023. ISSUE: Treatment of life insurer held bonds.
Client expense: $500,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · second_quarter · Health Issues
Accelerating Access to Dementia & Alzheimers Provider Training (AADAPT) Act (S. 4276/H.R. 7688) Amending the Rules of the House of Representatives to establish a Permanent Select Committee on Aging (H. Res. 1029) Improving Seniors' Access to Timely Care Act (S. 4532/H.R. 8702) to amend Title XVIII of the Social Security Act to establish requirements with respect to the use of prior authorization under Medicare Advantage plans PACE Part D Choice Act of 2023 (S. 1703/H.R. 3549) Credit for Caring Act of 2024 (S. 3702/H.R. 7165) Paid Family and Medical Leave Tax Credit Extension and Enhancement Act (S. 3680) CONNECT for Health Act of 2023 (S. 2016 / H.R. 4189) Lifespan Respite Care Reauthorization Act (H.R. 6160) to amend the Public Health Service Act to reauthorize a lifespan respite care program DeOndra Dixon Investigation of Co-occurring Conditions across the Lifespan to Understand Down Syndrome (INCLUDE) Project Act of 2024 (H.R. 7406) NAPA Reauthorization Act (S. 133/H.R. 619) Alzheimers Accountability and Investment Act (S. 134/H.R. 620) Comprehensive Care for Alzheimers Act (S. 626/H.R. 1637) Elizabeth Dole Home Care Act of 2023 (S. 141/H.R. 542) VA Clinician Appreciation, Recruitment, Education, Expansion, and Retention Support (CAREERS) Act of 2023 (S. 10) Mandating Exclusive Review of Individual Treatments (MERIT) Act (H.R. 133) Access to Innovative Treatments Act of 2023 (H.R. 2408) Elder Justice Reauthorization and Modernization Act of 2023 (H.R. 2718/S. 1198) Expanding Veterans Options for Long Term Care Act (H.R.1815/S. 495) Palliative Care and Hospice Education and Training Act (S.2243) Facilitating Innovative Nuclear Diagnostics Act of 2023 (H.R. 1199/S. 1544) Supporting Our Seniors Act (S. 2584) Alleviating Barriers for Caregiving Act (S. 3109) Reauthorization of the BOLD Infrastructure for Alzheimer's Act (P.L. 115-406) BOLD Reauthorization Act (S. 3775/ H.R. 7218) Other matters related to Monoclonal Antibodies Directed Against Amyloid for the Treatment of Alzheimers Disease Other matters related to care payment models, including the GUIDE model Other matters related to Medicare care planning code 99483 Other matters related to health care workforce shortages Other matters related to home- and community-based services Other matters related to disaster preparedness and older adults Other matters related to Social Security Other matters related to technology-enabled collaborative learning and capacity-building models (Project ECHO) Other matters related to beta amyloid PET scans Other matters related to selected diagnoses and services rendered under ICD-10 Other matters related to caregiving Other matters related to medical devices other matters related to rural health other matters related to veterans health other matters related to Tricare
Client expense: $2,033,000 · Firm income: Not reported
Government targets: Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Federal Emergency Management Agency (FEMA), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Natl Institutes of Health (NIH), SENATE, Social Security Administration (SSA), Veterans Affairs, Dept of (VA)
2024 · second_quarter · Retirement
Retirement Security 1.SECURE 2.0 Technical Corrections Discussion Draft: Legislative language that will amend SECURE 2.0 to make technical changes to a variety of provisions. 2.H.R. 3063 Retirement Fairness for Charities and Educational Institutions Act of 2023: Would allow 403(b) plans to invest in Collective Investment Trusts or Separate Accounts that establishes investment parity with other defined contribution plans, like 401(k)s. 3.H.R. 3942, Lifetime Income for Employees (LIFE) Act: Amends the current rules for qualified default investment alternatives to facilitate the use of an annuity component that will expand the availability of guaranteed returns and guaranteed lifetime income that help savers secure their retirement futures. 4.H.R. 4237, S. 2282 Ensuring Sound Guidance Act: Would require investment advisers and ERISA retirement plan sponsors to prioritize financial returns over non-pecuniary factors when making investment decisions on behalf of their clients. 5.H.R. 4924, S. 2517 Auto Reenroll Act of 2023: The bill allows plan sponsors to re-enroll non-participants at least once every three years, unless the individual affirmatively opts-out again. The bill also permits plans to sweep all eligible employees as a group for re-enrollment and does not change the automatic enrollment safe harbors. 6.H.R. 5060, S. 2627 Womens Retirement Protection Act (WRPA): The legislation would impose spousal consent requirements on nearly all distributions from defined contribution plans. The bill also seeks to enhance financial literacy through grants to community-based organizations and also offers grants to such organizations to help low-income women and survivors of domestic abuse obtain qualified domestic relations orders. 7.H.R. 5408, S. 2767 SSI Savings Penalty Elimination Act: The legislation would increase the asset limit from $2,000 to $10,000 for an individual, and from $3,000 to $20,000 for a married couple. Increasing the limit empowers people to prepare themselves for a financial emergency and allows them to enter the workforce without worrying theyll save lose their eligibility for SSI by saving too much. 8.H.R. 6007, S. 4398 Retirement Investment in Small Employers (RISE) Act: The legislation would create a new Micro Employer Pension Plan Startup Credit in IRC Section 45E for qualified micro employers. A qualified micro employer is defined as an employer with 10 or fewer employees. The credit amount is 100% of any retirement plan administrative costs up to $2,500 for the first three years after adoption of the retirement plan. 9.H.R. 6065, S.3102 Retirement Savings for Americans Act (RSAA) of 2023: Would create a federally run retirement plan, similar to the TSP, that would be available to all private sector workers whose employer signs up for the plan. 10.S. 3305 Helping Young Americans Save for Retirement Act: The legislation would lower the minimum participation age in ERISA-covered defined contribution plans from age 21 to age 18. 11.H.R. 6757 Roth IRA Rollovers: This legislation will allow retirement savers to roll over their Roth IRA savings into a Roth account within a workplace retirement plan. 12.H.R. 6772 Expanding Access to Retirement Savings for Caregivers Act: The bill would allow individuals that took at least one year out of the workforce without receiving an earned income, for the purposes of caring for a family member, to make catch-up contributions in years prior to age 50 to their 401(k) plans, individual retirement accounts (IRAs), and other eligible retirement accounts. 13.H.R. 7162, S. 3716 401Kids Savings Account Act of 2024: This bill would create childrens savings accounts (CSAs) for every child in America that would be managed by State Treasurers. Funds from the accounts could be used for post-secondary education, starting a business, buying a house, or retirement security. 14.H.R. 7293 Automatic IRA Act of 2024: Mandates employers with 10 or more employees to implement an automatic enrollment retirement plan in the workplace. 15.H.J. Res 142, S.J. Res 79 Fiduciary Rule Congressional Review Act: A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Labor relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary" 16.General Accounts Product Corrections Act: Would clarify fiduciary responsibilities for life insurance companies as it relates to investments in their general accounts. Income Security S. 2415 and H.R. 7107, the Long-Term Care Affordability Act: Would allow for tax free distributions from retirement accounts to fund LTC contracts. H.R. 133, Both provisions are in the larger bill. H.R.1185 - FAMILY Act. Issue: paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member. H.R.1940 - New Parents Act of 2019. Issue: paid family and medical leave H.R.2163 - To amend the Internal Revenue Code of 1986 to allow for tax-advantaged distributions from health savings accounts during family or medical leave, and for other purposes. Issue: paid family and medical leave S.463 - FAMILY Act. Issue: paid family and medical leave- paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member S.920 - New Parents Act of 2019. Issue: paid family and medical leave Discussion draft - CRADLE Act. Issue: paid family and medical leave - allows for a deferment of retirement benefits for paid leave benefits. Proposed FY 2020 Budget proposal on paid family and medical leave. Issue: paid family and medical leave H.R. 2694 - Pregnant Workers Fairness Act. Issue: paid family and medical leave. Concurrent Resolution on the Budget, FY2022, S.Con.Res.14. The budget resolution calls for the $3.5 trillion in long-term investments to be fully offset by a combination of new tax revenues, health care savings, and long-term economic growth. In addition, the agreement would prohibit new taxes on families making less than $400,000 per year, and on small businesses and family farms. Issue: Medicare/Dental (Expanding Medicare to include dental, vision, hearing benefits and lowering the eligibility age). H.R. 5376- Build Back Better Act This bill provides funding, establishes programs, and otherwise modifies provisions relating to a broad array of areas, including education, labor, child-care, health care, taxes, immigration, and the environment. Excepted Benefits on Supplemental Benefits-proposed tri-agency rule through HHS, Treasury and Labor. S.3680 - Paid Family and Medical Leave Tax Credit Extension and Enhancement Act Diversity and Inclusion H.R. 5084 - Improving Corporate Governance Through Diversity Act. Issue: diversity and inclusion. H.R. 5360 - Closing the Racial Wealth Gap Act. Issue: diversity and inclusion. H.R. 281 - Ensuring Diverse Leadership Act. Issue: diversity and inclusion. H.R. 7946 and S. 4464 - Federal Reserve Racial and Economic Equity Act. Issue: diversity and inclusion.
Client expense: $798,458 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · second_quarter · Taxation/Internal Revenue Code
S.3657/H.R. 7252 - Child and Dependent Care Tax Credit Enhancement Act H.R. 6401 - Upskilling and Retraining Assistance Act S. 722/ H.R. 1477 - Freedom to Invest in Tomorrows Workforce Act S. 3680 / H.R. 8860 - Paid Family and Medical Leave Tax Credit Extension and Enhancement Act Tax Exclusion for Employer Sponsored Insurance Tax Deductibility for Fringe Transportation Benefits
Client expense: $270,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · second_quarter · Labor Issues/Antitrust/Workplace
Paid family leave S.3680 - Paid Family and Medical Leave Tax Credit Extension and Enhancement Act H.R. 8860 - Paid Family and Medical Leave Tax Credit Extension and Enhancement Act, Family and Medical Leave Act Modernization, including H.R. 5037/S. 2574, the FAIR Leave Act Congressional Review Act Resolution to Overturn the U.S. Department of Labors final worker classification rule S.J. Res. 63/ H.J. Res. 116 - Congressional Disapproval of the DOLs Independent Contractor (Worker Classification) Rule S.J. Res. 49/ H.J. Res 98 - Congressional Disapproval of the NLRBs Joint Employer Final Rule OSHA Indoor/Outdoor Heat Regulations DOL Final Rule Overtime/White-Collar Exemptions Regulations Employment and Training Administration (ETA), DOL proposed rule on the National Apprenticeship System Enhancements, 89 Fed. Reg. 3118-3298 Hiring Veterans Issues DOL Final Rule Overtime/White-Collar Exemptions Regulations - Executive Office of the President/Office of Management and Budget
Client expense: $270,000 · Firm income: Not reported
Government targets: Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), Office of Science & Technology Policy (OSTP), SENATE, Small Business Administration (SBA)
2024 · second_quarter · Retirement
Retirement Security, Quarter 2 2024 1. H.J. Res 142, S.J. Res 79 Fiduciary Rule Congressional Review Act: A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Labor relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary" Income Security S. 2415 and H.R. 7107, the Long-Term Care Affordability Act: Would allow for tax free distributions from retirement accounts to fund LTC contracts. Proposed FY 2020 Budget proposal on paid family and medical leave. Issue: paid family and medical leave H.R. 2694 - Pregnant Workers Fairness Act. Issue: paid family and medical leave. Concurrent Resolution on the Budget, FY2022, S.Con.Res.14. The budget resolution calls for the $3.5 trillion in long-term investments to be fully offset by a combination of new tax revenues, health care savings, and long-term economic growth. In addition, the agreement would prohibit new taxes on families making less than $400,000 per year, and on small businesses and family farms. Issue: Medicare/Dental (Expanding Medicare to include dental, vision, hearing benefits and lowering the eligibility age). H.R. 5376- Build Back Better Act This bill provides funding, establishes programs, and otherwise modifies provisions relating to a broad array of areas, including education, labor, child-care, health care, taxes, immigration, and the environment. Excepted Benefits on Supplemental Benefits-proposed tri-agency rule through HHS, Treasury and Labor. S.3680 - Paid Family and Medical Leave Tax Credit Extension and Enhancement Act Diversity and Inclusion H.R. 5084 - Improving Corporate Governance Through Diversity Act. Issue: diversity and inclusion. H.R. 5360 - Closing the Racial Wealth Gap Act. Issue: diversity and inclusion. H.R. 281 - Ensuring Diverse Leadership Act. Issue: diversity and inclusion. H.R. 7946 and S. 4464 - Federal Reserve Racial and Economic Equity Act. Issue: diversity and inclusion.
Client expense: $620,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE