FMR LLC — Lobbying Disclosure | Poliscope

FMR LLC

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This entity appears on both sides of lobbying disclosures. The firm tab shows registrant-reported income; the client tab shows client-reported lobbying spend. Contract awards are separate and are not included here.

Lobbying Spend

$69.5M

Filings

566

Firms Hired

Active Period

1999–2026

Lobbying Spend by Year

Client-reported lobbying expenses on LDA filings

Year	Lobbying Spend	Filings	Firms
2026	$2,100,000	30	10
2025	$2,970,000	41	10
2024	$2,130,000	38	9
2023	$2,740,000	37	10
2022	$2,420,000	36	9
2021	$2,740,000	40	10
2020	$2,080,000	28	7
2019	$2,090,000	23	6
2018	$2,990,000	28	7
2017	$4,014,000	30	8
2016	$3,280,000	22	5
2015	$7,646,000	24	5
2014	$3,640,000	22	6
2013	$3,530,000	27	6
2012	$4,687,947	22	5
2011	$4,260,000	18	4
2010	$5,390,000	24	5
2009	$2,900,000	23	6
2008	$1,620,000	16	4
2007	$1,820,000	7	4
2006	$1,610,000	8	4
2005	—	6	2
2004	$1,220,000	4	2
2003	$166,000	3	2
2002	$269,000	1	1
2001	$280,000	1	1
2000	$570,000	4	2
1999	$380,000	3	2

Hired Firms

Lobbying firms retained by this client; amounts are client-reported expenses when available

Firm Name	Reported Spend	Filings
FMR LLC	$69,542,947	105
CAPITOL TAX PARTNERS, LLP	—	67
AKIN GUMP STRAUSS HAUER FELD	—	47
BROWNSTEIN HYATT FARBER SCHRECK, LLP	—	44
CAPITOL HILL STRATEGIES, LLC	—	40
RICH FEUER ANDERSON	—	28
BLUE RIDGE LAW & POLICY, P.C.	—	30
STERNHELL GROUP	—	59
OGR	—	14
SIFF & ASSOCIATES PLLC	—	19
NOSSAMAN LLP	—	21
O'NEIL BRADLEY CONSULTING LLC	—	14
S-3 GROUP	—	9
CHARTWELL STRATEGY GROUP LLC	—	12
DAVIS & HARMAN LLP	—	38

Government Bodies Lobbied

Government entities explicitly identified as targets in LDA filings

Government Body	Filings
SENATE	462
HOUSE OF REPRESENTATIVES	436
Securities & Exchange Commission (SEC)	180
Treasury, Dept of	178
Labor, Dept of (DOL)	137
White House Office	81
Natl Economic Council (NEC)	56
Commodity Futures Trading Commission (CFTC)	46
Office of Management & Budget (OMB)	24
Consumer Financial Protection Bureau (CFPB)	16
Internal Revenue Service (IRS)	16
Council of Economic Advisers (CEA)	14
Executive Office of the President (EOP)	14
Federal Reserve System	12
Office of the Comptroller of the Currency (OCC)	11
Homeland Security, Dept of (DHS)	4
Education, Dept of	2
Federal Deposit Insurance Corporation (FDIC)	2
Federal Housing Finance Agency (FHFA)	1
Interior, Dept of (DOI)	1

Top Issues

Most frequently reported lobbying issues

Issue Code	Description	Reports
Financial Institutions/Investments/Securities	Financial Institutions/Investments/Securities	370
Retirement	Retirement	307
Taxation/Internal Revenue Code	Taxation/Internal Revenue Code	298
Banking	Banking	49
Education	Education	30
Health Issues	Health Issues	25
Copyright/Patent/Trademark	Copyright/Patent/Trademark	16
Immigration	Immigration	16
Bankruptcy	Bankruptcy	10
Labor Issues/Antitrust/Workplace	Labor Issues/Antitrust/Workplace	9
Consumer Issues/Safety/Products	Consumer Issues/Safety/Products	7
Postal	Postal	4
Trade (domestic/foreign)	Trade (domestic/foreign)	2
Budget/Appropriations	Budget/Appropriations	2
Energy/Nuclear	Energy/Nuclear	1
Transportation	Transportation	1

Bills Explicitly Cited (25)

Bill numbers found in source-reported LDA specific issue text; broad topic matches are excluded

H.R. 8338119th Congress

SAFER Act of 2026

2026 · third_quarter · Firm: O'NEIL BRADLEY CONSULTING LLC

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to asset managers; HR 8338 SAFER Act

Client expense: — · Firm income: $30,000

Matched citations: HR 8338

H.R. 2089119th Congress

Generating Retirement Ownership through Long-Term Holding

2026 · third_quarter · Firm: AKIN GUMP STRAUSS HAUER FELD

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to taxation of financial products; Issues related to H.R. 2089/S. 1839 - Generating Retirement Ownership through Long-Term Holding Act; Issues related to retirement policy.

Client expense: — · Firm income: $50,000

Matched citations: H.R. 2089

S. 1839119th Congress

Generating Retirement Ownership through Long-Term Holding

2026 · third_quarter · Firm: AKIN GUMP STRAUSS HAUER FELD

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to taxation of financial products; Issues related to H.R. 2089/S. 1839 - Generating Retirement Ownership through Long-Term Holding Act; Issues related to retirement policy.

Client expense: — · Firm income: $50,000

Matched citations: S. 1839

H.R. 10357119th Congress

Digital Asset Tax Certainty Act

2026 · third_quarter · Firm: FMR LLC

Open original LDA filing ↗

Cited source text and reported amounts

Digital asset taxation, including the relevant provisions of H.R. 8899, the Digital Asset PARITY Act; H.R. 10357, the Digital Asset Tax Certainty Act, H.R. 9172, the Applying Existing Tax Anti-Abuse Rules to Digital Assets Act, H.R. 9173, the Charitable Deductions for Digital Asset Donations Act, H.R. 9174, the Digital Assets Voluntary Disclosure Program Act, H.R. 9175, the Tax Clarity for Mining and Staking Act, H.R. 9178, the Less Tax Paperwork for Digital Asset Owners Act, and S. 5616, the Aligning Digital Assets with Principles of Taxation Act or the ADAPT Act; tax treatment of financial products, including the relevant provisions of H.R. 2089, the Generating Retirement Ownership through Long-Term Holding Act; tax reform legislation.

Client expense: $600,000 · Firm income: —

Matched citations: H.R. 10357

Show 21 more cited filings

H.R. 2089119th Congress

Generating Retirement Ownership through Long-Term Holding

2026 · third_quarter · Firm: FMR LLC

Open original LDA filing ↗

Cited source text and reported amounts

Digital asset taxation, including the relevant provisions of H.R. 8899, the Digital Asset PARITY Act; H.R. 10357, the Digital Asset Tax Certainty Act, H.R. 9172, the Applying Existing Tax Anti-Abuse Rules to Digital Assets Act, H.R. 9173, the Charitable Deductions for Digital Asset Donations Act, H.R. 9174, the Digital Assets Voluntary Disclosure Program Act, H.R. 9175, the Tax Clarity for Mining and Staking Act, H.R. 9178, the Less Tax Paperwork for Digital Asset Owners Act, and S. 5616, the Aligning Digital Assets with Principles of Taxation Act or the ADAPT Act; tax treatment of financial products, including the relevant provisions of H.R. 2089, the Generating Retirement Ownership through Long-Term Holding Act; tax reform legislation.

Client expense: $600,000 · Firm income: —

Matched citations: H.R. 2089

H.R. 3633119th Congress

Digital Asset Market Clarity Act

2026 · third_quarter · Firm: FMR LLC

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Cited source text and reported amounts

E-delivery; digital assets, including the relevant provisions of H.R. 3633, the Digital Asset Market Clarity Act; escheatment, including the relevant provisions of H.R. 8338, the Safeguarding Americans' Fairly Earned Retirement Act of 2026 or the SAFER Act of 2026; asset management regulation.

Client expense: $600,000 · Firm income: —

Matched citations: H.R. 3633

H.R. 8338119th Congress

SAFER Act of 2026

2026 · third_quarter · Firm: FMR LLC

Open original LDA filing ↗

Cited source text and reported amounts

E-delivery; digital assets, including the relevant provisions of H.R. 3633, the Digital Asset Market Clarity Act; escheatment, including the relevant provisions of H.R. 8338, the Safeguarding Americans' Fairly Earned Retirement Act of 2026 or the SAFER Act of 2026; asset management regulation.

Client expense: $600,000 · Firm income: —

Matched citations: H.R. 8338

H.R. 8899119th Congress

Digital Asset PARITY Act

2026 · third_quarter · Firm: FMR LLC

Open original LDA filing ↗

Cited source text and reported amounts

Digital asset taxation, including the relevant provisions of H.R. 8899, the Digital Asset PARITY Act; H.R. 10357, the Digital Asset Tax Certainty Act, H.R. 9172, the Applying Existing Tax Anti-Abuse Rules to Digital Assets Act, H.R. 9173, the Charitable Deductions for Digital Asset Donations Act, H.R. 9174, the Digital Assets Voluntary Disclosure Program Act, H.R. 9175, the Tax Clarity for Mining and Staking Act, H.R. 9178, the Less Tax Paperwork for Digital Asset Owners Act, and S. 5616, the Aligning Digital Assets with Principles of Taxation Act or the ADAPT Act; tax treatment of financial products, including the relevant provisions of H.R. 2089, the Generating Retirement Ownership through Long-Term Holding Act; tax reform legislation.

Client expense: $600,000 · Firm income: —

Matched citations: H.R. 8899

H.R. 9172119th Congress

Applying Existing Tax Anti-Abuse Rules to Digital Assets Act

2026 · third_quarter · Firm: FMR LLC

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Cited source text and reported amounts

Digital asset taxation, including the relevant provisions of H.R. 8899, the Digital Asset PARITY Act; H.R. 10357, the Digital Asset Tax Certainty Act, H.R. 9172, the Applying Existing Tax Anti-Abuse Rules to Digital Assets Act, H.R. 9173, the Charitable Deductions for Digital Asset Donations Act, H.R. 9174, the Digital Assets Voluntary Disclosure Program Act, H.R. 9175, the Tax Clarity for Mining and Staking Act, H.R. 9178, the Less Tax Paperwork for Digital Asset Owners Act, and S. 5616, the Aligning Digital Assets with Principles of Taxation Act or the ADAPT Act; tax treatment of financial products, including the relevant provisions of H.R. 2089, the Generating Retirement Ownership through Long-Term Holding Act; tax reform legislation.

Client expense: $600,000 · Firm income: —

Matched citations: H.R. 9172

H.R. 9173119th Congress

Charitable Deductions for Digital Asset Donations Act

2026 · third_quarter · Firm: FMR LLC

Open original LDA filing ↗

Cited source text and reported amounts

Digital asset taxation, including the relevant provisions of H.R. 8899, the Digital Asset PARITY Act; H.R. 10357, the Digital Asset Tax Certainty Act, H.R. 9172, the Applying Existing Tax Anti-Abuse Rules to Digital Assets Act, H.R. 9173, the Charitable Deductions for Digital Asset Donations Act, H.R. 9174, the Digital Assets Voluntary Disclosure Program Act, H.R. 9175, the Tax Clarity for Mining and Staking Act, H.R. 9178, the Less Tax Paperwork for Digital Asset Owners Act, and S. 5616, the Aligning Digital Assets with Principles of Taxation Act or the ADAPT Act; tax treatment of financial products, including the relevant provisions of H.R. 2089, the Generating Retirement Ownership through Long-Term Holding Act; tax reform legislation.

Client expense: $600,000 · Firm income: —

Matched citations: H.R. 9173

H.R. 9174119th Congress

Digital Assets Voluntary Disclosure Program Act

2026 · third_quarter · Firm: FMR LLC

Open original LDA filing ↗

Cited source text and reported amounts

Digital asset taxation, including the relevant provisions of H.R. 8899, the Digital Asset PARITY Act; H.R. 10357, the Digital Asset Tax Certainty Act, H.R. 9172, the Applying Existing Tax Anti-Abuse Rules to Digital Assets Act, H.R. 9173, the Charitable Deductions for Digital Asset Donations Act, H.R. 9174, the Digital Assets Voluntary Disclosure Program Act, H.R. 9175, the Tax Clarity for Mining and Staking Act, H.R. 9178, the Less Tax Paperwork for Digital Asset Owners Act, and S. 5616, the Aligning Digital Assets with Principles of Taxation Act or the ADAPT Act; tax treatment of financial products, including the relevant provisions of H.R. 2089, the Generating Retirement Ownership through Long-Term Holding Act; tax reform legislation.

Client expense: $600,000 · Firm income: —

Matched citations: H.R. 9174

H.R. 9175119th Congress

Tax Clarity for Mining and Staking Act

2026 · third_quarter · Firm: FMR LLC

Open original LDA filing ↗

Cited source text and reported amounts

Digital asset taxation, including the relevant provisions of H.R. 8899, the Digital Asset PARITY Act; H.R. 10357, the Digital Asset Tax Certainty Act, H.R. 9172, the Applying Existing Tax Anti-Abuse Rules to Digital Assets Act, H.R. 9173, the Charitable Deductions for Digital Asset Donations Act, H.R. 9174, the Digital Assets Voluntary Disclosure Program Act, H.R. 9175, the Tax Clarity for Mining and Staking Act, H.R. 9178, the Less Tax Paperwork for Digital Asset Owners Act, and S. 5616, the Aligning Digital Assets with Principles of Taxation Act or the ADAPT Act; tax treatment of financial products, including the relevant provisions of H.R. 2089, the Generating Retirement Ownership through Long-Term Holding Act; tax reform legislation.

Client expense: $600,000 · Firm income: —

Matched citations: H.R. 9175

H.R. 9178119th Congress

Less Tax Paperwork for Digital Asset Owners Act

2026 · third_quarter · Firm: FMR LLC

Open original LDA filing ↗

Cited source text and reported amounts

Digital asset taxation, including the relevant provisions of H.R. 8899, the Digital Asset PARITY Act; H.R. 10357, the Digital Asset Tax Certainty Act, H.R. 9172, the Applying Existing Tax Anti-Abuse Rules to Digital Assets Act, H.R. 9173, the Charitable Deductions for Digital Asset Donations Act, H.R. 9174, the Digital Assets Voluntary Disclosure Program Act, H.R. 9175, the Tax Clarity for Mining and Staking Act, H.R. 9178, the Less Tax Paperwork for Digital Asset Owners Act, and S. 5616, the Aligning Digital Assets with Principles of Taxation Act or the ADAPT Act; tax treatment of financial products, including the relevant provisions of H.R. 2089, the Generating Retirement Ownership through Long-Term Holding Act; tax reform legislation.

Client expense: $600,000 · Firm income: —

Matched citations: H.R. 9178

S. 5616118th Congress

Preserving American Dominance in Artificial Intelligence Act of 2024

2026 · third_quarter · Firm: FMR LLC

Open original LDA filing ↗

Cited source text and reported amounts

Digital asset taxation, including the relevant provisions of H.R. 8899, the Digital Asset PARITY Act; H.R. 10357, the Digital Asset Tax Certainty Act, H.R. 9172, the Applying Existing Tax Anti-Abuse Rules to Digital Assets Act, H.R. 9173, the Charitable Deductions for Digital Asset Donations Act, H.R. 9174, the Digital Assets Voluntary Disclosure Program Act, H.R. 9175, the Tax Clarity for Mining and Staking Act, H.R. 9178, the Less Tax Paperwork for Digital Asset Owners Act, and S. 5616, the Aligning Digital Assets with Principles of Taxation Act or the ADAPT Act; tax treatment of financial products, including the relevant provisions of H.R. 2089, the Generating Retirement Ownership through Long-Term Holding Act; tax reform legislation.

Client expense: $600,000 · Firm income: —

Matched citations: S. 5616

HCONRES 14118th Congress

Expressing disapproval of the revocation by President Biden of the Presidential permit for the Keystone XL pipeline.

2026 · third_quarter · Firm: DAVIS & HARMAN LLP

Open original LDA filing ↗

Cited source text and reported amounts

Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creating of new qualified retirement plans for small business. Work related to brokerage window investments. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Proposals related to remittance taxes. Issues related to policy discussions with Pontera. Issues related to plan rollovers. S. 1222/H.R. 2544, Financial Freedom Act. Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) S. 1831, Auto Reenroll Act. H.R. 1, to provide for reconciliation pursuant to title II of H. Con. Res. 14.

Client expense: — · Firm income: —

Matched citations: H. Con. Res. 14

HCONRES 14118th Congress

Expressing disapproval of the revocation by President Biden of the Presidential permit for the Keystone XL pipeline.

2026 · third_quarter · Firm: DAVIS & HARMAN LLP

Open original LDA filing ↗

Cited source text and reported amounts

Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creating of new qualified retirement plans for small business. Work related to brokerage window investments. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Proposals related to remittance taxes. Issues related to policy discussions with Pontera. Issues related to plan rollovers. S. 1222/H.R. 2544, Financial Freedom Act. Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) S. 1831, Auto Reenroll Act. H.R. 1, to provide for reconciliation pursuant to title II of H. Con. Res. 14.

Client expense: — · Firm income: —

Matched citations: H. Con. Res. 14

H.R. 1118th Congress

Lower Energy Costs Act

2026 · third_quarter · Firm: DAVIS & HARMAN LLP

Open original LDA filing ↗

Cited source text and reported amounts

Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creating of new qualified retirement plans for small business. Work related to brokerage window investments. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Proposals related to remittance taxes. Issues related to policy discussions with Pontera. Issues related to plan rollovers. S. 1222/H.R. 2544, Financial Freedom Act. Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) S. 1831, Auto Reenroll Act. H.R. 1, to provide for reconciliation pursuant to title II of H. Con. Res. 14.

Client expense: — · Firm income: —

Matched citations: H.R. 1

H.R. 1118th Congress

Lower Energy Costs Act

2026 · third_quarter · Firm: DAVIS & HARMAN LLP

Open original LDA filing ↗

Cited source text and reported amounts

Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creating of new qualified retirement plans for small business. Work related to brokerage window investments. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Proposals related to remittance taxes. Issues related to policy discussions with Pontera. Issues related to plan rollovers. S. 1222/H.R. 2544, Financial Freedom Act. Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) S. 1831, Auto Reenroll Act. H.R. 1, to provide for reconciliation pursuant to title II of H. Con. Res. 14.

Client expense: — · Firm income: —

Matched citations: H.R. 1

H.R. 1807118th Congress

Improving Disclosure for Investors Act of 2023

2026 · third_quarter · Firm: DAVIS & HARMAN LLP

Open original LDA filing ↗

Cited source text and reported amounts

H.R. 1807, Improving Disclosure for Investors Act of 2023. (118th Congress)

Client expense: — · Firm income: —

Matched citations: H.R. 1807

H.R. 2544118th Congress

Securing the U.S. Organ Procurement and Transplantation Network Act

2026 · third_quarter · Firm: DAVIS & HARMAN LLP

Open original LDA filing ↗

Cited source text and reported amounts

Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creating of new qualified retirement plans for small business. Work related to brokerage window investments. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Proposals related to remittance taxes. Issues related to policy discussions with Pontera. Issues related to plan rollovers. S. 1222/H.R. 2544, Financial Freedom Act. Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) S. 1831, Auto Reenroll Act. H.R. 1, to provide for reconciliation pursuant to title II of H. Con. Res. 14.

Client expense: — · Firm income: —

Matched citations: H.R. 2544

H.R. 2544118th Congress

Securing the U.S. Organ Procurement and Transplantation Network Act

2026 · third_quarter · Firm: DAVIS & HARMAN LLP

Open original LDA filing ↗

Cited source text and reported amounts

Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creating of new qualified retirement plans for small business. Work related to brokerage window investments. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Proposals related to remittance taxes. Issues related to policy discussions with Pontera. Issues related to plan rollovers. S. 1222/H.R. 2544, Financial Freedom Act. Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) S. 1831, Auto Reenroll Act. H.R. 1, to provide for reconciliation pursuant to title II of H. Con. Res. 14.

Client expense: — · Firm income: —

Matched citations: H.R. 2544

S. 1222118th Congress

21st Century Entrepreneurship Act

2026 · third_quarter · Firm: DAVIS & HARMAN LLP

Open original LDA filing ↗

Cited source text and reported amounts

Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creating of new qualified retirement plans for small business. Work related to brokerage window investments. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Proposals related to remittance taxes. Issues related to policy discussions with Pontera. Issues related to plan rollovers. S. 1222/H.R. 2544, Financial Freedom Act. Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) S. 1831, Auto Reenroll Act. H.R. 1, to provide for reconciliation pursuant to title II of H. Con. Res. 14.

Client expense: — · Firm income: —

Matched citations: S. 1222

S. 1222118th Congress

21st Century Entrepreneurship Act

2026 · third_quarter · Firm: DAVIS & HARMAN LLP

Open original LDA filing ↗

Cited source text and reported amounts

Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creating of new qualified retirement plans for small business. Work related to brokerage window investments. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Proposals related to remittance taxes. Issues related to policy discussions with Pontera. Issues related to plan rollovers. S. 1222/H.R. 2544, Financial Freedom Act. Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) S. 1831, Auto Reenroll Act. H.R. 1, to provide for reconciliation pursuant to title II of H. Con. Res. 14.

Client expense: — · Firm income: —

Matched citations: S. 1222

S. 1831118th Congress

Roadless Area Conservation Act of 2023

2026 · third_quarter · Firm: DAVIS & HARMAN LLP

Open original LDA filing ↗

Cited source text and reported amounts

Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creating of new qualified retirement plans for small business. Work related to brokerage window investments. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Proposals related to remittance taxes. Issues related to policy discussions with Pontera. Issues related to plan rollovers. S. 1222/H.R. 2544, Financial Freedom Act. Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) S. 1831, Auto Reenroll Act. H.R. 1, to provide for reconciliation pursuant to title II of H. Con. Res. 14.

Client expense: — · Firm income: —

Matched citations: S. 1831

S. 1831118th Congress

Roadless Area Conservation Act of 2023

2026 · third_quarter · Firm: DAVIS & HARMAN LLP

Open original LDA filing ↗

Cited source text and reported amounts

Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creating of new qualified retirement plans for small business. Work related to brokerage window investments. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Proposals related to remittance taxes. Issues related to policy discussions with Pontera. Issues related to plan rollovers. S. 1222/H.R. 2544, Financial Freedom Act. Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) S. 1831, Auto Reenroll Act. H.R. 1, to provide for reconciliation pursuant to title II of H. Con. Res. 14.

Client expense: — · Firm income: —

Matched citations: S. 1831

Source: Senate LDA