JAMES SONNE

Monitor implementation of the Federal Reserves insurance capital standards (Sec. 171 of the Dodd-Frank Act); HR 10, the Financial CHOICE Act; international insurance legislation; legislation in relation to Systemically Important Financial Institutions; negotiations involving insurance covered agreements; issues relating to the application of capital standards on globally active insurance companies; legislation relating to Section 913 in the Dodd-Frank Act.

Monitor implementation of the Federal Reserves insurance capital standards (Sec. 171 of the Dodd-Frank Act); HR 10, the Financial CHOICE Act; international insurance legislation; legislation in relation to Systemically Important Financial Institutions; negotiations involving insurance covered agreements; issues relating to the application of capital standards on globally active insurance companies; legislation relating to Section 913 in the Dodd-Frank Act.

HR 5376, 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. This bill is commonly referred to as the "Build Back Better Act".

H.R. - 1994 - the Setting Every Community Up for Retirement Enhancement Act of 2019 S. 972, the Retirement Enhancement and Savings Act

H.R. - 1994 - the Setting Every Community Up for Retirement Enhancement Act of 2019 S. 972, the Retirement Enhancement and Savings Act

H.R. - 1994 - the Setting Every Community Up for Retirement Enhancement Act of 2019 S. 972, the Retirement Enhancement and Savings Act

H.R. 1, an act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.

H.R. 1, an act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.

H.R. 1, an act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.

H.R. - 1994 - the Setting Every Community Up for Retirement Enhancement Act of 2019 S. 972, the Retirement Enhancement and Savings Act

H.R. - 1994 - the Setting Every Community Up for Retirement Enhancement Act of 2019 S. 972, the Retirement Enhancement and Savings Act

H.R. - 1994 - the Setting Every Community Up for Retirement Enhancement Act of 2019 S. 972, the Retirement Enhancement and Savings Act

H.R. - 1994 - the Setting Every Community Up for Retirement Enhancement Act of 2019 S. 972, the Retirement Enhancement and Savings Act

H.R. 1, an act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.

H.R. 1, an act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.

H.R. 1, an act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.

H.R. 1, an act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.

H.R. - 1994 - the Setting Every Community Up for Retirement Enhancement Act of 2019 S. 972, the Retirement Enhancement and Savings Act

H.R. - 1994 - the Setting Every Community Up for Retirement Enhancement Act of 2019 S. 972, the Retirement Enhancement and Savings Act

H.R. - 1994 - the Setting Every Community Up for Retirement Enhancement Act of 2019 S. 972, the Retirement Enhancement and Savings Act

H.R. - 1994 - the Setting Every Community Up for Retirement Enhancement Act of 2019 S. 972, the Retirement Enhancement and Savings Act

H.R. 1, an act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.

H.R. 1, an act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.

H.R. 1, an act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.

H.R. 1, an act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018. The U.S. Treasury Departments debt-equity rule, Section 385.

H.R. 10 - Financial CHOICE Act H.R. 3857 - PASS Act of 2017 Issues related to a potential SEC best interest standard. General issues relating to cyber security. General issues relating to data breaches and data security. Financial Services and General Government Appropriations Act, 2017. Legislation in relation to Systemically Important Financial Institutions. Issues related to SEC mutual fund disclosures. Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups. "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. Presidential Executive Order on Core Principles for Regulating the United States Financial System, February 3, 2017. Presidential Memorandum on Regulatory Freeze pending review, January 20, 2017.

H.R. 1, an act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018. The U.S. Treasury Departments debt-equity rule, Section 385.

H.R. 1, an act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018. The U.S. Treasury Departments debt-equity rule, Section 385.

H.R. 1, an act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018. The U.S. Treasury Departments debt-equity rule, Section 385.

H.R. 1, an act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018. The U.S. Treasury Departments debt-equity rule, Section 385.

H.R. 10 - Financial CHOICE Act Issues related to a potential SEC best interest standard. General issues relating to cyber security. General issues relating to data breaches and data security. Financial Services and General Government Appropriations Act, 2017. Legislation in relation to Systemically Important Financial Institutions. Issues related to SEC mutual fund disclosures. Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups. "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. Presidential Executive Order on Core Principles for Regulating the United States Financial System, February 3, 2017. Presidential Memorandum on Regulatory Freeze pending review, January 20, 2017.

H.R. 10 - Financial CHOICE Act H.R. 3857 - PASS Act of 2017 Issues related to a potential SEC best interest standard. General issues relating to cyber security. General issues relating to data breaches and data security. Financial Services and General Government Appropriations Act, 2017. Legislation in relation to Systemically Important Financial Institutions. Issues related to SEC mutual fund disclosures. Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups. "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. Presidential Executive Order on Core Principles for Regulating the United States Financial System, February 3, 2017. Presidential Memorandum on Regulatory Freeze pending review, January 20, 2017.

H.R. 10 - Financial CHOICE Act H.R. 3857 - PASS Act of 2017 Issues related to a potential SEC best interest standard. General issues relating to cyber security. General issues relating to data breaches and data security. Financial Services and General Government Appropriations Act, 2017. Legislation in relation to Systemically Important Financial Institutions. Issues related to SEC mutual fund disclosures. Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups. "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. Presidential Executive Order on Core Principles for Regulating the United States Financial System, February 3, 2017. Presidential Memorandum on Regulatory Freeze pending review, January 20, 2017.

H.R. 10 - Financial CHOICE Act Issues related to a potential SEC best interest standard. General issues relating to cyber security. General issues relating to data breaches and data security. Financial Services and General Government Appropriations Act, 2017. Legislation in relation to Systemically Important Financial Institutions. Issues related to SEC mutual fund disclosures. Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups. "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. Presidential Executive Order on Core Principles for Regulating the United States Financial System, February 3, 2017. Presidential Memorandum on Regulatory Freeze pending review, January 20, 2017.

H.R. 10 - Financial CHOICE Act H.R. 3857 - PASS Act of 2017 Issues related to a potential SEC best interest standard. General issues relating to cyber security. General issues relating to data breaches and data security. Financial Services and General Government Appropriations Act, 2017. Legislation in relation to Systemically Important Financial Institutions. Issues related to SEC mutual fund disclosures. Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups. "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. Presidential Executive Order on Core Principles for Regulating the United States Financial System, February 3, 2017. Presidential Memorandum on Regulatory Freeze pending review, January 20, 2017.

H.R. 10 - Financial CHOICE Act H.R. 3857 - PASS Act of 2017 Issues related to a potential SEC best interest standard. General issues relating to cyber security. General issues relating to data breaches and data security. Financial Services and General Government Appropriations Act, 2017. Legislation in relation to Systemically Important Financial Institutions. Issues related to SEC mutual fund disclosures. Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups. "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. Presidential Executive Order on Core Principles for Regulating the United States Financial System, February 3, 2017. Presidential Memorandum on Regulatory Freeze pending review, January 20, 2017.

S. 3471 - The "Retirement Enhancement and Savings Act of 2016" H.R. 4610 / S. 3417 (114th)- "Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act" H.R. 4524 - "Retirement Plan Simplification and Enhancement Act of 2017" H.R. 6757 - "The Family Savings Act of 2018" Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017.

S. 3471 - The "Retirement Enhancement and Savings Act of 2016" H.R. 4610 / S. 3417 (114th)- "Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act" H.R. 4524 - "Retirement Plan Simplification and Enhancement Act of 2017" H.R. 6757 - "The Family Savings Act of 2018" Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017.

S. 3471 - The "Retirement Enhancement and Savings Act of 2016" H.R. 4610 / S. 3417 (114th)- "Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act" H.R. 4524 - "Retirement Plan Simplification and Enhancement Act of 2017" Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017.

S. 3471 - The "Retirement Enhancement and Savings Act of 2016" H.R. 4610 / S. 3417 (114th)- "Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act" H.R. 4524 - "Retirement Plan Simplification and Enhancement Act of 2017" Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017.

S. 3471 - The "Retirement Enhancement and Savings Act of 2016" H.R. 4610 / S. 3417 (114th)- "Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act" H.R. 4524 - "Retirement Plan Simplification and Enhancement Act of 2017" Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017.

S. 3471 - The "Retirement Enhancement and Savings Act of 2016" H.R. 4610 / S. 3417 (114th)- "Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act" H.R. 4524 - "Retirement Plan Simplification and Enhancement Act of 2017" Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017.

S. 3471 - The "Retirement Enhancement and Savings Act of 2016" H.R. 4610 / S. 3417 (114th)- "Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act" H.R. 4524 - "Retirement Plan Simplification and Enhancement Act of 2017" H.R. 6757 - "The Family Savings Act of 2018" Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017.

S. 3471 - The "Retirement Enhancement and Savings Act of 2016" H.R. 4610 / S. 3417 (114th)- "Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act" H.R. 4524 - "Retirement Plan Simplification and Enhancement Act of 2017" H.R. 6757 - "The Family Savings Act of 2018" Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017.

S. 3471 - The "Retirement Enhancement and Savings Act of 2016" H.R. 4610 / S. 3417 (114th)- "Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act" H.R. 4524 - "Retirement Plan Simplification and Enhancement Act of 2017" H.R. 6757 - "The Family Savings Act of 2018" Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017.

S. 3471 - The "Retirement Enhancement and Savings Act of 2016" H.R. 4610 / S. 3417 (114th)- "Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act" H.R. 4524 - "Retirement Plan Simplification and Enhancement Act of 2017" H.R. 6757 - "The Family Savings Act of 2018" Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017.

S. 3471 - The "Retirement Enhancement and Savings Act of 2016" H.R. 4610 / S. 3417 (114th)- "Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act" H.R. 4524 - "Retirement Plan Simplification and Enhancement Act of 2017" Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017.

S. 3471 - The "Retirement Enhancement and Savings Act of 2016" H.R. 4610 / S. 3417 (114th)- "Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act" H.R. 4524 - "Retirement Plan Simplification and Enhancement Act of 2017" H.R. 6757 - "The Family Savings Act of 2018" Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017.

S. 3471 - The "Retirement Enhancement and Savings Act of 2016" H.R. 4610 / S. 3417 (114th)- "Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act" H.R. 4524 - "Retirement Plan Simplification and Enhancement Act of 2017" Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017.

S. 3471 - The "Retirement Enhancement and Savings Act of 2016" H.R. 4610 / S. 3417 (114th)- "Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act" H.R. 4524 - "Retirement Plan Simplification and Enhancement Act of 2017" H.R. 6757 - "The Family Savings Act of 2018" Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017.

S. 3471 - The "Retirement Enhancement and Savings Act of 2016" H.R. 4610 / S. 3417 (114th)- "Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act" H.R. 4524 - "Retirement Plan Simplification and Enhancement Act of 2017" Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017.

S. 3471 - The "Retirement Enhancement and Savings Act of 2016" H.R. 4610 / S. 3417 (114th)- "Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act" H.R. 4524 - "Retirement Plan Simplification and Enhancement Act of 2017" H.R. 6757 - "The Family Savings Act of 2018" Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017.

S. 3471 - The "Retirement Enhancement and Savings Act of 2016" H.R. 4610 / S. 3417 (114th)- "Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act" H.R. 4524 - "Retirement Plan Simplification and Enhancement Act of 2017" H.R. 6757 - "The Family Savings Act of 2018" Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017.

S. 3471 - The "Retirement Enhancement and Savings Act of 2016" H.R. 4610 / S. 3417 (114th)- "Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act" H.R. 4524 - "Retirement Plan Simplification and Enhancement Act of 2017" Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017.

S. 1321 / H.R. 2823, "Affordable Retirement Advice Act" S. 1861 / H.R. 3499, "Automatic IRA Act" S. 2505 / H.R.4294, "SAVERS Act of 2015" S. 3471 - The "Retirement Enhancement and Savings Act of 2016" H.R. 2055 / S. 868 - "Lifetime Income Disclosure Act" H.R. 4610 / S. 3417 (114th)- "Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act" H.R. 4523 - "Automatic Retirement Plan Act of 2017" H.R. 4524 - "Retirement Plan Simplification and Enhancement Act of 2017" H.R. 4637 - "Small Business Add Value for Employees (SAVE) Act". H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. The Retirement Improvements and Savings Enhancements Act of 2017, a proposal from Senator Wyden.

S. 1321 / H.R. 2823, "Affordable Retirement Advice Act" S. 1861 / H.R. 3499, "Automatic IRA Act" S. 2505 / H.R.4294, "SAVERS Act of 2015" S. 3471 - The "Retirement Enhancement and Savings Act of 2016" H.R. 2055 / S. 868 - "Lifetime Income Disclosure Act" H.R. 4610 / S. 3417 (114th)- "Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act" H.R. 4523 - "Automatic Retirement Plan Act of 2017" H.R. 4524 - "Retirement Plan Simplification and Enhancement Act of 2017" H.R. 4637 - "Small Business Add Value for Employees (SAVE) Act". H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. The Retirement Improvements and Savings Enhancements Act of 2017, a proposal from Senator Wyden.

S. 2252, "The Fair Playing Field Act of 2015". H.R. 1 The U.S. Treasury Departments debt-equity rule, Section 385. Various proposals regarding tax reform reviewed by the Senate Finance and House Ways and Means Committee in anticipation of tax reform. Various proposals regarding deficit reduction with respect to retirement security. A proposal by Senator Hatch on Corporate Integration. Various proposals related to the Presidents plan for economic growth and deficit reduction as it relates to 1) the tax exempt status of municipal bond interest, applying the amount of the tax deductibility on municipal bonds at 28%, below the current top tax rates.

H.R. 10 - Financial CHOICE Act H.R. 3857 - PASS Act of 2017 Issues related to a potential SEC best interest standard. General issues relating to cyber security. General issues relating to data breaches and data security. Financial Services and General Government Appropriations Act, 2017. Legislation in relation to Systemically Important Financial Institutions. Issues related to SEC mutual fund disclosures. Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups. "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. Presidential Executive Order on Core Principles for Regulating the United States Financial System, February 3, 2017. Presidential Memorandum on Regulatory Freeze pending review, January 20, 2017.

S. 1321 / H.R. 2823, "Affordable Retirement Advice Act" S. 1861 / H.R. 3499, "Automatic IRA Act" S. 2505 / H.R.4294, "SAVERS Act of 2015" S. 3471 - The "Retirement Enhancement and Savings Act of 2016" H.R. 2055 / S. 868 - "Lifetime Income Disclosure Act" H.R. 4610 / S. 3417 (114th)- "Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act" H.R. 4523 - "Automatic Retirement Plan Act of 2017" H.R. 4524 - "Retirement Plan Simplification and Enhancement Act of 2017" H.R. 4637 - "Small Business Add Value for Employees (SAVE) Act". H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. The Retirement Improvements and Savings Enhancements Act of 2017, a proposal from Senator Wyden.

S. 1321 / H.R. 2823, "Affordable Retirement Advice Act" S. 1861 / H.R. 3499, "Automatic IRA Act" S. 2505 / H.R.4294, "SAVERS Act of 2015" S. 3471 - The "Retirement Enhancement and Savings Act of 2016" H.R. 2055 / S. 868 - "Lifetime Income Disclosure Act" H.R. 4610 / S. 3417 (114th)- "Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act" H.R. 4523 - "Automatic Retirement Plan Act of 2017" H.R. 4524 - "Retirement Plan Simplification and Enhancement Act of 2017" H.R. 4637 - "Small Business Add Value for Employees (SAVE) Act". H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. The Retirement Improvements and Savings Enhancements Act of 2017, a proposal from Senator Wyden.

S. 1321 / H.R. 2823, "Affordable Retirement Advice Act" S. 1861 / H.R. 3499, "Automatic IRA Act" S. 2505 / H.R.4294, "SAVERS Act of 2015" S. 3471 - The "Retirement Enhancement and Savings Act of 2016" H.R. 2055 / S. 868 - "Lifetime Income Disclosure Act" H.R. 4610 / S. 3417 (114th)- "Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act" H.R. 4523 - "Automatic Retirement Plan Act of 2017" H.R. 4524 - "Retirement Plan Simplification and Enhancement Act of 2017" H.R. 4637 - "Small Business Add Value for Employees (SAVE) Act". H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. The Retirement Improvements and Savings Enhancements Act of 2017, a proposal from Senator Wyden.

H.R. 10 - Financial CHOICE Act H.R. 3857 - PASS Act of 2017 Issues related to a potential SEC best interest standard. General issues relating to cyber security. General issues relating to data breaches and data security. Financial Services and General Government Appropriations Act, 2017. Legislation in relation to Systemically Important Financial Institutions. Issues related to SEC mutual fund disclosures. Department of Treasury, IAIS Common Framework for the Supervision of Internationally Active Insurance Groups. "The Dodd-Frank Wall Street Reform and Consumer Protection Act", P.L. No. 111-203 - Regulatory implementation of provisions relating to insurance companies. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. Presidential Executive Order on Core Principles for Regulating the United States Financial System, February 3, 2017. Presidential Memorandum on Regulatory Freeze pending review, January 20, 2017.

S. 1321 / H.R. 2823, "Affordable Retirement Advice Act" S. 1861 / H.R. 3499, "Automatic IRA Act" S. 2505 / H.R.4294, "SAVERS Act of 2015" S. 3471 - The "Retirement Enhancement and Savings Act of 2016" H.R. 2055 / S. 868 - "Lifetime Income Disclosure Act" H.R. 4610 / S. 3417 (114th)- "Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act" H.R. 4523 - "Automatic Retirement Plan Act of 2017" H.R. 4524 - "Retirement Plan Simplification and Enhancement Act of 2017" H.R. 4637 - "Small Business Add Value for Employees (SAVE) Act". H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. The Retirement Improvements and Savings Enhancements Act of 2017, a proposal from Senator Wyden.

S. 1321 / H.R. 2823, "Affordable Retirement Advice Act" S. 1861 / H.R. 3499, "Automatic IRA Act" S. 2505 / H.R.4294, "SAVERS Act of 2015" S. 3471 - The "Retirement Enhancement and Savings Act of 2016" H.R. 2055 / S. 868 - "Lifetime Income Disclosure Act" H.R. 4610 / S. 3417 (114th)- "Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act" H.R. 4523 - "Automatic Retirement Plan Act of 2017" H.R. 4524 - "Retirement Plan Simplification and Enhancement Act of 2017" H.R. 4637 - "Small Business Add Value for Employees (SAVE) Act". H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. The Retirement Improvements and Savings Enhancements Act of 2017, a proposal from Senator Wyden.

S. 1321 / H.R. 2823, "Affordable Retirement Advice Act" S. 1861 / H.R. 3499, "Automatic IRA Act" S. 2505 / H.R.4294, "SAVERS Act of 2015" S. 3471 - The "Retirement Enhancement and Savings Act of 2016" H.R. 2055 / S. 868 - "Lifetime Income Disclosure Act" H.R. 4610 / S. 3417 (114th)- "Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act" H.R. 4523 - "Automatic Retirement Plan Act of 2017" H.R. 4524 - "Retirement Plan Simplification and Enhancement Act of 2017" H.R. 4637 - "Small Business Add Value for Employees (SAVE) Act". H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. The Retirement Improvements and Savings Enhancements Act of 2017, a proposal from Senator Wyden.

S. 1321 / H.R. 2823, "Affordable Retirement Advice Act" S. 1861 / H.R. 3499, "Automatic IRA Act" S. 2505 / H.R.4294, "SAVERS Act of 2015" S. 3471 - The "Retirement Enhancement and Savings Act of 2016" H.R. 2055 / S. 868 - "Lifetime Income Disclosure Act" H.R. 4610 / S. 3417 (114th)- "Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act" H.R. 4523 - "Automatic Retirement Plan Act of 2017" H.R. 4524 - "Retirement Plan Simplification and Enhancement Act of 2017" H.R. 4637 - "Small Business Add Value for Employees (SAVE) Act". H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. The Retirement Improvements and Savings Enhancements Act of 2017, a proposal from Senator Wyden.

S. 1321 / H.R. 2823, "Affordable Retirement Advice Act" S. 1861 / H.R. 3499, "Automatic IRA Act" S. 2505 / H.R.4294, "SAVERS Act of 2015" S. 3471 - The "Retirement Enhancement and Savings Act of 2016" H.R. 2055 / S. 868 - "Lifetime Income Disclosure Act" H.R. 4610 / S. 3417 (114th)- "Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act" H.R. 4523 - "Automatic Retirement Plan Act of 2017" H.R. 4524 - "Retirement Plan Simplification and Enhancement Act of 2017" H.R. 4637 - "Small Business Add Value for Employees (SAVE) Act". H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. The Retirement Improvements and Savings Enhancements Act of 2017, a proposal from Senator Wyden.

S. 1321 / H.R. 2823, "Affordable Retirement Advice Act" S. 1861 / H.R. 3499, "Automatic IRA Act" S. 2505 / H.R.4294, "SAVERS Act of 2015" S. 3471 - The "Retirement Enhancement and Savings Act of 2016" H.R. 2055 / S. 868 - "Lifetime Income Disclosure Act" H.R. 4610 / S. 3417 (114th)- "Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act" H.R. 4523 - "Automatic Retirement Plan Act of 2017" H.R. 4524 - "Retirement Plan Simplification and Enhancement Act of 2017" H.R. 4637 - "Small Business Add Value for Employees (SAVE) Act". H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. The Retirement Improvements and Savings Enhancements Act of 2017, a proposal from Senator Wyden.

S. 1321 / H.R. 2823, "Affordable Retirement Advice Act" S. 1861 / H.R. 3499, "Automatic IRA Act" S. 2505 / H.R.4294, "SAVERS Act of 2015" S. 3471 - The "Retirement Enhancement and Savings Act of 2016" H.R. 2055 / S. 868 - "Lifetime Income Disclosure Act" H.R. 4610 / S. 3417 (114th)- "Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act" H.R. 4523 - "Automatic Retirement Plan Act of 2017" H.R. 4524 - "Retirement Plan Simplification and Enhancement Act of 2017" H.R. 4637 - "Small Business Add Value for Employees (SAVE) Act". H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. The Retirement Improvements and Savings Enhancements Act of 2017, a proposal from Senator Wyden.

S. 1321 / H.R. 2823, "Affordable Retirement Advice Act" S. 1861 / H.R. 3499, "Automatic IRA Act" S. 2505 / H.R.4294, "SAVERS Act of 2015" S. 3471 - The "Retirement Enhancement and Savings Act of 2016" H.R. 2055 / S. 868 - "Lifetime Income Disclosure Act" H.R. 4610 / S. 3417 (114th)- "Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act" H.R. 4523 - "Automatic Retirement Plan Act of 2017" H.R. 4524 - "Retirement Plan Simplification and Enhancement Act of 2017" H.R. 4637 - "Small Business Add Value for Employees (SAVE) Act". H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. The Retirement Improvements and Savings Enhancements Act of 2017, a proposal from Senator Wyden.

S. 2252, "The Fair Playing Field Act of 2015". H.R. 1 The U.S. Treasury Departments debt-equity rule, Section 385. Various proposals regarding tax reform reviewed by the Senate Finance and House Ways and Means Committee in anticipation of tax reform. Various proposals regarding deficit reduction with respect to retirement security. A proposal by Senator Hatch on Corporate Integration. Various proposals related to the Presidents plan for economic growth and deficit reduction as it relates to 1) the tax exempt status of municipal bond interest, applying the amount of the tax deductibility on municipal bonds at 28%, below the current top tax rates.

S. 1321 / H.R. 2823, "Affordable Retirement Advice Act" S. 1861 / H.R. 3499, "Automatic IRA Act" S. 2505 / H.R.4294, "SAVERS Act of 2015" S. 3471 - The "Retirement Enhancement and Savings Act of 2016" H.R. 2055 / S. 868 - "Lifetime Income Disclosure Act" H.R. 4610 / S. 3417 (114th)- "Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act" H.R. 4523 - "Automatic Retirement Plan Act of 2017" H.R. 4524 - "Retirement Plan Simplification and Enhancement Act of 2017" H.R. 4637 - "Small Business Add Value for Employees (SAVE) Act". H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. The Retirement Improvements and Savings Enhancements Act of 2017, a proposal from Senator Wyden.

S. 1321 / H.R. 2823, "Affordable Retirement Advice Act" S. 1861 / H.R. 3499, "Automatic IRA Act" S. 2505 / H.R.4294, "SAVERS Act of 2015" S. 3471 - The "Retirement Enhancement and Savings Act of 2016" H.R. 2055 / S. 868 - "Lifetime Income Disclosure Act" H.R. 4610 / S. 3417 (114th)- "Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act" H.R. 4523 - "Automatic Retirement Plan Act of 2017" H.R. 4524 - "Retirement Plan Simplification and Enhancement Act of 2017" H.R. 4637 - "Small Business Add Value for Employees (SAVE) Act". H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. The Retirement Improvements and Savings Enhancements Act of 2017, a proposal from Senator Wyden.

S. 1321 / H.R. 2823, "Affordable Retirement Advice Act" S. 1861 / H.R. 3499, "Automatic IRA Act" S. 2505 / H.R.4294, "SAVERS Act of 2015" S. 3471 - The "Retirement Enhancement and Savings Act of 2016" H.R. 2055 / S. 868 - "Lifetime Income Disclosure Act" H.R. 4610 / S. 3417 (114th)- "Receiving Electronic Statements To Improve Retiree Earnings Act (RETIRE) Act" H.R. 4523 - "Automatic Retirement Plan Act of 2017" H.R. 4524 - "Retirement Plan Simplification and Enhancement Act of 2017" H.R. 4637 - "Small Business Add Value for Employees (SAVE) Act". H.J. Res 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. Dept. of Labor, final rule adding Section 2520.104(b)-1(c) - Electronic Distribution of Disclosures Required by Title 1 of ERISA, 75 FR 19285 (4/7/11). Dept. of Labor, final rule amending Section 2509, 2510, and 2550 - Definition of term "fiduciary"; conflict of interest rule - retirement investment advice (4/8/16). Dept. of Labor proposed rule amending Section 2550.404a-4 - Selection of Insurers to provide guaranteed retirement income- safe harbor for individual account plans. Presidential Memorandum on Fiduciary Duty Rule, February 03, 2017. The Retirement Improvements and Savings Enhancements Act of 2017, a proposal from Senator Wyden.