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Reported covered position: Legislative Assistant - Cong. Trey Hollingsworth (IN-09)
How to read the money
Income and expense are whole-filing amounts associated with this lobbyist, not personal compensation or an allocated share.
No topic inference: each bill number appears in source LDA issue text assigned to this lobbyist.
Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation FDIC Treatment of Brokered Deposits Section 11 of the Home Owners Loan Act Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Reg BI ESG Disclosure Simplification Act of 2019 (H.R. 4329) ESG Disclosure Simplification Act of 2020 (H.R. 1187) Housing Finance Reform Diversity and Inclusion CARES ACT H.R. 1319 American Rescue Plan Paycheck Protection Program ESG Investing Form 13F E-SIGN Modernization Warehouse Lending Troubled Debt Restructuring Climate Change Closed End Funds Renewable Fuel Standard/Biofuels Increasing Investor Opportunities Act
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
Retirement Security as in the following bills: Automatic Retirement Plan Act (Not yet reintroduced) Retirement Security and Savings Act (S. 1431) Retirement Parity for Student Loans Act (S. 1428) The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) Securing a Strong Retirement Act (H.R. 8696) Lifetime Income for Employees Act (H.R. 8990) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act ESG Investments Proxy Voting
Source: Senate LDA
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Infrastructure investment by Life Insurers Retirement Security and Savings Act (S. 1431) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: Retirement Parity for Student Loans Act (S. 1428) Stretch IRA Employer Participation in Repayment Act (HR 1043/S. 460) The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) Pandemic Healthcare Access Act S.3546/H.R.6338 Personalized Care Act of 2021 (S. 153 and H.R. 725) Student Loans Remote Notarization General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Infrastructure investment by Life Insurers Retirement Security and Savings Act (S. 1431) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: Retirement Parity for Student Loans Act (S. 1428) Stretch IRA Employer Participation in Repayment Act (HR 1043/S. 460) The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) Pandemic Healthcare Access Act S.3546/H.R.6338 Personalized Care Act of 2021 (S. 153 and H.R. 725) Student Loans Remote Notarization General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Infrastructure investment by Life Insurers Retirement Security and Savings Act (S. 1431) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: Retirement Parity for Student Loans Act (S. 1428) Stretch IRA Employer Participation in Repayment Act (HR 1043/S. 460) The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) Pandemic Healthcare Access Act S.3546/H.R.6338 Personalized Care Act of 2021 (S. 153 and H.R. 725) Student Loans Remote Notarization General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Infrastructure investment by Life Insurers Retirement Security and Savings Act (S. 1431) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: Retirement Parity for Student Loans Act (S. 1428) Stretch IRA Employer Participation in Repayment Act (HR 1043/S. 460) The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) Pandemic Healthcare Access Act S.3546/H.R.6338 Personalized Care Act of 2021 (S. 153 and H.R. 725) Student Loans Remote Notarization General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds
Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation FDIC Treatment of Brokered Deposits Section 11 of the Home Owners Loan Act Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Reg BI ESG Disclosure Simplification Act of 2019 (H.R. 4329) ESG Disclosure Simplification Act of 2020 (H.R. 1187) Housing Finance Reform Diversity and Inclusion CARES ACT H.R. 1319 American Rescue Plan Paycheck Protection Program ESG Investing Form 13F E-SIGN Modernization Warehouse Lending Troubled Debt Restructuring Climate Change Closed End Funds Renewable Fuel Standard/Biofuels Increasing Investor Opportunities Act
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Infrastructure investment by Life Insurers Retirement Security and Savings Act (S. 1431) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: Retirement Parity for Student Loans Act (S. 1428) Stretch IRA Employer Participation in Repayment Act (HR 1043/S. 460) The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) Pandemic Healthcare Access Act S.3546/H.R.6338 Personalized Care Act of 2021 (S. 153 and H.R. 725) Student Loans Remote Notarization General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds
Retirement Security as in the following bills: Automatic Retirement Plan Act (Not yet reintroduced) Retirement Security and Savings Act (S. 1431) Retirement Parity for Student Loans Act (S. 1428) The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) Securing a Strong Retirement Act (H.R. 8696) Lifetime Income for Employees Act (H.R. 8990) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act ESG Investments Proxy Voting
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Infrastructure investment by Life Insurers Retirement Security and Savings Act (S. 1431) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: Retirement Parity for Student Loans Act (S. 1428) Stretch IRA Employer Participation in Repayment Act (HR 1043/S. 460) The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) Pandemic Healthcare Access Act S.3546/H.R.6338 Personalized Care Act of 2021 (S. 153 and H.R. 725) Student Loans Remote Notarization General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds
Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation FDIC Treatment of Brokered Deposits Section 11 of the Home Owners Loan Act Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Reg BI ESG Disclosure Simplification Act of 2019 (H.R. 4329) ESG Disclosure Simplification Act of 2020 (H.R. 1187) Housing Finance Reform Diversity and Inclusion CARES ACT H.R. 1319 American Rescue Plan Paycheck Protection Program ESG Investing Form 13F E-SIGN Modernization Warehouse Lending Troubled Debt Restructuring Climate Change Closed End Funds Renewable Fuel Standard/Biofuels Increasing Investor Opportunities Act
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Infrastructure investment by Life Insurers Retirement Security and Savings Act (S. 1431) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: Retirement Parity for Student Loans Act (S. 1428) Stretch IRA Employer Participation in Repayment Act (HR 1043/S. 460) The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) Pandemic Healthcare Access Act S.3546/H.R.6338 Personalized Care Act of 2021 (S. 153 and H.R. 725) Student Loans Remote Notarization General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds
Retirement Security as in the following bills: Automatic Retirement Plan Act (Not yet reintroduced) Retirement Security and Savings Act (S. 1431) Retirement Parity for Student Loans Act (S. 1428) The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) Securing a Strong Retirement Act (H.R. 8696) Lifetime Income for Employees Act (H.R. 8990) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act ESG Investments Proxy Voting
Retirement Security as in the following bills: Automatic Retirement Plan Act (Not yet reintroduced) Retirement Security and Savings Act (S. 1431) Retirement Parity for Student Loans Act (S. 1428) The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) Securing a Strong Retirement Act (H.R. 8696) Lifetime Income for Employees Act (H.R. 8990) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act ESG Investments Proxy Voting
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Infrastructure investment by Life Insurers Retirement Security and Savings Act (S. 1431) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: Retirement Parity for Student Loans Act (S. 1428) Stretch IRA Employer Participation in Repayment Act (HR 1043/S. 460) The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) Pandemic Healthcare Access Act S.3546/H.R.6338 Personalized Care Act of 2021 (S. 153 and H.R. 725) Student Loans Remote Notarization General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds
Retirement Security as in the following bills: Automatic Retirement Plan Act (Not yet reintroduced) Retirement Security and Savings Act (S. 1431) Retirement Parity for Student Loans Act (S. 1428) The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) Securing a Strong Retirement Act (H.R. 8696) Lifetime Income for Employees Act (H.R. 8990) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act ESG Investments Proxy Voting
Retirement Security as in the following bills: Automatic Retirement Plan Act (Not yet reintroduced) Retirement Security and Savings Act (S. 1431) Retirement Parity for Student Loans Act (S. 1428) The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) Securing a Strong Retirement Act (H.R. 8696) Lifetime Income for Employees Act (H.R. 8990) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act ESG Investments Proxy Voting
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Infrastructure investment by Life Insurers Retirement Security and Savings Act (S. 1431) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: Retirement Parity for Student Loans Act (S. 1428) Stretch IRA Employer Participation in Repayment Act (HR 1043/S. 460) The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) Pandemic Healthcare Access Act S.3546/H.R.6338 Personalized Care Act of 2021 (S. 153 and H.R. 725) Student Loans Remote Notarization General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Infrastructure investment by Life Insurers Retirement Security and Savings Act (S. 1431) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: Retirement Parity for Student Loans Act (S. 1428) Stretch IRA Employer Participation in Repayment Act (HR 1043/S. 460) The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) Pandemic Healthcare Access Act S.3546/H.R.6338 Personalized Care Act of 2021 (S. 153 and H.R. 725) Student Loans Remote Notarization General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Infrastructure investment by Life Insurers Retirement Security and Savings Act (S. 1431) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: Retirement Parity for Student Loans Act (S. 1428) Stretch IRA Employer Participation in Repayment Act (HR 1043/S. 460) The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) Pandemic Healthcare Access Act S.3546/H.R.6338 Personalized Care Act of 2021 (S. 153 and H.R. 725) Student Loans Remote Notarization General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Infrastructure investment by Life Insurers Retirement Security and Savings Act (S. 1431) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: Retirement Parity for Student Loans Act (S. 1428) Stretch IRA Employer Participation in Repayment Act (HR 1043/S. 460) The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) Pandemic Healthcare Access Act S.3546/H.R.6338 Personalized Care Act of 2021 (S. 153 and H.R. 725) Student Loans Remote Notarization General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus (H.R.1439) Family Savings Act (H.R. 1084) Infrastructure investment by Life Insurers Retirement Enhancement and Savings Act of 2019 (S. 972, HR 1007) Retirement Security and Savings Act (S. 1431) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: * Retirement Parity for Student Loans Act (S. 1428) Stretch IRA HR 1043/S 460 Employer Participation in Repayment Act The Taxpayer First Act (HR 3151)
Retirement Security as in the following bills: * Graduate Student Savings Act of 2019 (S. 448, H.R. 1194) * Retirement Security Act of 2019 (S. 321) * Retirement Enhancement and Savings Act of 2019 (S. 972, H.R. 1007) * Family Savings Act of 2019 (H.R. 1084) * Increasing Access to a Secure Retirement Act of 2019 (H.R. 1439) * Lifetime Income Disclosure Act (S. 1574, H.R. 2367) * Savings Enhancement by Alleviating Leakage in 401(k) Savings Act (Not yet reintroduced) * Retirement Plan Simplification and Enhancement Act (Not yet reintroduced) * Receiving Electronic Statements To Improve Retiree Earnings Act (Not yet reintroduced) * Small Businesses Add Value for Employees Act (SAVE Act) (Not yet reintroduced) * Automatic Retirement Plan Act (Not yet reintroduced) * Portability of Lifetime Income and Managed Account Options (Not yet reintroduced) * Retirement Security and Savings Act (S. 1431) * Retirement Parity for Student Loans Act (S. 1428) * The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) * Automatic IRA Act of 2019 (S. 2370) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Stretch IRA Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus (H.R.1439) Family Savings Act (H.R. 1084) Infrastructure investment by Life Insurers Retirement Enhancement and Savings Act of 2019 (S. 972, HR 1007) Retirement Security and Savings Act (S. 1431)The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: * Retirement Parity for Student Loans Act (S. 1428) Stretch IRA HR 1043/S 460 Employer Participation in Repayment Act The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) * Pandemic Healthcare Access Act S.3546/H.R.6338
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Infrastructure investment by Life Insurers Retirement Security and Savings Act (S. 1431) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: Retirement Parity for Student Loans Act (S. 1428) Stretch IRA Employer Participation in Repayment Act (HR 1043/S. 460) The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) Pandemic Healthcare Access Act S.3546/H.R.6338
Retirement Security as in the following bills: * Graduate Student Savings Act of 2019 (S. 448, H.R. 1194) * Retirement Security Act of 2019 (S. 321) * Retirement Enhancement and Savings Act of 2019 (S. 972, H.R. 1007) * Family Savings Act of 2019 (H.R. 1084) * Increasing Access to a Secure Retirement Act of 2019 (H.R. 1439) * Lifetime Income Disclosure Act (S. 1574, H.R. 2367) * Savings Enhancement by Alleviating Leakage in 401(k) Savings Act (Not yet reintroduced) * Retirement Plan Simplification and Enhancement Act (Not yet reintroduced) * Receiving Electronic Statements To Improve Retiree Earnings Act (Not yet reintroduced) * Small Businesses Add Value for Employees Act (SAVE Act) (Not yet reintroduced) * Automatic Retirement Plan Act (Not yet reintroduced) * Portability of Lifetime Income and Managed Account Options (Not yet reintroduced) * Retirement Security and Savings Act (S. 1431) * Retirement Parity for Student Loans Act (S. 1428) * The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) * Automatic IRA Act of 2019 (S. 2370) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Stretch IRA Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Infrastructure investment by Life Insurers Retirement Security and Savings Act (S. 1431) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: - Retirement Parity for Student Loans Act (S. 1428) Stretch IRA Employer Participation in Repayment Act (HR 1043/S. 460) The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) - Pandemic Healthcare Access Act S.3546/H.R.6338 Student Loans Remote Notarization General Account Products CARES Act (H.R. 748) 7702/Ordinary Tax Treatment for Bonds
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Infrastructure investment by Life Insurers Retirement Security and Savings Act (S. 1431) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: Retirement Parity for Student Loans Act (S. 1428) Stretch IRA Employer Participation in Repayment Act (HR 1043/S. 460) The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) Pandemic Healthcare Access Act S.3546/H.R.6338
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Infrastructure investment by Life Insurers Retirement Security and Savings Act (S. 1431) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: - Retirement Parity for Student Loans Act (S. 1428) Stretch IRA Employer Participation in Repayment Act (HR 1043/S. 460) The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) - Pandemic Healthcare Access Act S.3546/H.R.6338 Student Loans Remote Notarization General Account Products CARES Act (H.R. 748) 7702/Ordinary Tax Treatment for Bonds
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus (H.R.1439) Family Savings Act (H.R. 1084) Infrastructure investment by Life Insurers Retirement Enhancement and Savings Act of 2019 (S. 972, HR 1007) Retirement Security and Savings Act (S. 1431) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: * Retirement Parity for Student Loans Act (S. 1428) Stretch IRA HR 1043/S 460 Employer Participation in Repayment Act The Taxpayer First Act (HR 3151)
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus (H.R.1439) Family Savings Act (H.R. 1084) Infrastructure investment by Life Insurers Retirement Enhancement and Savings Act of 2019 (S. 972, HR 1007) Retirement Security and Savings Act (S. 1431)The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: * Retirement Parity for Student Loans Act (S. 1428) Stretch IRA HR 1043/S 460 Employer Participation in Repayment Act The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) * Pandemic Healthcare Access Act S.3546/H.R.6338
Retirement Security as in the following bills: * Graduate Student Savings Act of 2019 (S. 448, H.R. 1194) * Retirement Security Act of 2019 (S. 321) * Retirement Enhancement and Savings Act of 2019 (S. 972, H.R. 1007) * Family Savings Act of 2019 (H.R. 1084) * Increasing Access to a Secure Retirement Act of 2019 (H.R. 1439) * Lifetime Income Disclosure Act (S. 1574, H.R. 2367) * Savings Enhancement by Alleviating Leakage in 401(k) Savings Act (Not yet reintroduced) * Retirement Plan Simplification and Enhancement Act (Not yet reintroduced) * Receiving Electronic Statements To Improve Retiree Earnings Act (Not yet reintroduced) * Small Businesses Add Value for Employees Act (SAVE Act) (Not yet reintroduced) * Automatic Retirement Plan Act (Not yet reintroduced) * Portability of Lifetime Income and Managed Account Options (Not yet reintroduced) * Retirement Security and Savings Act (S. 1431) * Retirement Parity for Student Loans Act (S. 1428) * The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) * Automatic IRA Act of 2019 (S. 2370) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Stretch IRA Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus (H.R.1439) Family Savings Act (H.R. 1084) Infrastructure investment by Life Insurers Retirement Enhancement and Savings Act of 2019 (S. 972, HR 1007) Retirement Security and Savings Act (S. 1431)The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: * Retirement Parity for Student Loans Act (S. 1428) Stretch IRA HR 1043/S 460 Employer Participation in Repayment Act The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) * Pandemic Healthcare Access Act S.3546/H.R.6338
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus (H.R.1439) Family Savings Act (H.R. 1084) Infrastructure investment by Life Insurers Retirement Enhancement and Savings Act of 2019 (S. 972, HR 1007) Retirement Security and Savings Act (S. 1431) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: * Retirement Parity for Student Loans Act (S. 1428) Stretch IRA HR 1043/S 460 Employer Participation in Repayment Act The Taxpayer First Act (HR 3151)
Retirement Security as in the following bills: * Graduate Student Savings Act of 2019 (S. 448, H.R. 1194) * Retirement Security Act of 2019 (S. 321) * Retirement Enhancement and Savings Act of 2019 (S. 972, H.R. 1007) * Family Savings Act of 2019 (H.R. 1084) * Increasing Access to a Secure Retirement Act of 2019 (H.R. 1439) * Lifetime Income Disclosure Act (S. 1574, H.R. 2367) * Savings Enhancement by Alleviating Leakage in 401(k) Savings Act (Not yet reintroduced) * Retirement Plan Simplification and Enhancement Act (Not yet reintroduced) * Receiving Electronic Statements To Improve Retiree Earnings Act (Not yet reintroduced) * Small Businesses Add Value for Employees Act (SAVE Act) (Not yet reintroduced) * Automatic Retirement Plan Act (Not yet reintroduced) * Portability of Lifetime Income and Managed Account Options (Not yet reintroduced) * Retirement Security and Savings Act (S. 1431) * Retirement Parity for Student Loans Act (S. 1428) * The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) * Automatic IRA Act of 2019 (S. 2370) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Stretch IRA Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act
Retirement Security as in the following bills: * Graduate Student Savings Act of 2019 (S. 448, H.R. 1194) * Retirement Security Act of 2019 (S. 321) * Retirement Enhancement and Savings Act of 2019 (S. 972, H.R. 1007) * Family Savings Act of 2019 (H.R. 1084) * Increasing Access to a Secure Retirement Act of 2019 (H.R. 1439) * Lifetime Income Disclosure Act (S. 1574, H.R. 2367) * Savings Enhancement by Alleviating Leakage in 401(k) Savings Act (Not yet reintroduced) * Retirement Plan Simplification and Enhancement Act (Not yet reintroduced) * Receiving Electronic Statements To Improve Retiree Earnings Act (Not yet reintroduced) * Small Businesses Add Value for Employees Act (SAVE Act) (Not yet reintroduced) * Automatic Retirement Plan Act (Not yet reintroduced) * Portability of Lifetime Income and Managed Account Options (Not yet reintroduced) * Retirement Security and Savings Act (S. 1431) * Retirement Parity for Student Loans Act (S. 1428) * The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) * Automatic IRA Act of 2019 (S. 2370) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Stretch IRA Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans
Retirement Security as in the following bills: * Graduate Student Savings Act of 2019 (S. 448, H.R. 1194) * Retirement Security Act of 2019 (S. 321) * Retirement Enhancement and Savings Act of 2019 (S. 972, H.R. 1007) * Family Savings Act of 2019 (H.R. 1084) * Increasing Access to a Secure Retirement Act of 2019 (H.R. 1439) * Lifetime Income Disclosure Act (S. 1574, H.R. 2367) * Savings Enhancement by Alleviating Leakage in 401(k) Savings Act (Not yet reintroduced) * Retirement Plan Simplification and Enhancement Act (Not yet reintroduced) * Receiving Electronic Statements To Improve Retiree Earnings Act (Not yet reintroduced) * Small Businesses Add Value for Employees Act (SAVE Act) (Not yet reintroduced) * Automatic Retirement Plan Act (Not yet reintroduced) * Portability of Lifetime Income and Managed Account Options (Not yet reintroduced) * Retirement Security and Savings Act (S. 1431) * Retirement Parity for Student Loans Act (S. 1428) * The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) * Automatic IRA Act of 2019 (S. 2370) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Stretch IRA Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act
Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation as in the following bills: - Financial Stability Oversight Council Improvement Act of 2019 (S. 603) - Financial Stability Oversight Council Improvement Act of 2019 H.R. 3561 FDIC Treatment of Brokered Deposits (H.R. 2572) Section 11 of the Home Owners Loan Act Consumer Financial Choice and Capital Markets Protection Act H.R. 4492 Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Reg BI ESG Disclosure Simplification Act of 2019 (H.R. 4329) A bill to improve laws related to money laundering and other purposes (S.2563) Corporate Transparency Act (H.R. 2513) Housing Finance Reform Diversity and Inclusion CARES ACT (H.R. 748) HEROES ACT (H.R. 6800) Paycheck Protection Program ESG Investing Form 13F HOPE Act (H.R. 7809) E-SIGN Modernization Act (S.4159) Warehouse Lending Troubled Debt Restructuring (HR 133) Climate Change Increasing Investor Opportunities Act (HR 8786)
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus (H.R.1439) Family Savings Act (H.R. 1084) Infrastructure investment by Life Insurers Retirement Enhancement and Savings Act of 2019 (S. 972, HR 1007) Retirement Security and Savings Act (S. 1431) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: * Retirement Parity for Student Loans Act (S. 1428) Stretch IRA HR 1043/S 460 Employer Participation in Repayment Act The Taxpayer First Act (HR 3151)
Retirement Security as in the following bills: * Graduate Student Savings Act of 2019 (S. 448, H.R. 1194) * Retirement Security Act of 2019 (S. 321) * Retirement Enhancement and Savings Act of 2019 (S. 972, H.R. 1007) * Family Savings Act of 2019 (H.R. 1084) * Increasing Access to a Secure Retirement Act of 2019 (H.R. 1439) * Lifetime Income Disclosure Act (S. 1574, H.R. 2367) * Savings Enhancement by Alleviating Leakage in 401(k) Savings Act (Not yet reintroduced) * Retirement Plan Simplification and Enhancement Act (Not yet reintroduced) * Receiving Electronic Statements To Improve Retiree Earnings Act (Not yet reintroduced) * Small Businesses Add Value for Employees Act (SAVE Act) (Not yet reintroduced) * Automatic Retirement Plan Act (Not yet reintroduced) * Portability of Lifetime Income and Managed Account Options (Not yet reintroduced) * Retirement Security and Savings Act (S. 1431) * Retirement Parity for Student Loans Act (S. 1428) * The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) * Automatic IRA Act of 2019 (S. 2370) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Stretch IRA Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act
Retirement Security as in the following bills: * Graduate Student Savings Act of 2019 (S. 448, H.R. 1194) * Retirement Security Act of 2019 (S. 321) * Retirement Enhancement and Savings Act of 2019 (S. 972, H.R. 1007) * Family Savings Act of 2019 (H.R. 1084) * Increasing Access to a Secure Retirement Act of 2019 (H.R. 1439) * Lifetime Income Disclosure Act (S. 1574, H.R. 2367) * Savings Enhancement by Alleviating Leakage in 401(k) Savings Act (Not yet reintroduced) * Retirement Plan Simplification and Enhancement Act (Not yet reintroduced) * Receiving Electronic Statements To Improve Retiree Earnings Act (Not yet reintroduced) * Small Businesses Add Value for Employees Act (SAVE Act) (Not yet reintroduced) * Automatic Retirement Plan Act (Not yet reintroduced) * Portability of Lifetime Income and Managed Account Options (Not yet reintroduced) * Retirement Security and Savings Act (S. 1431) * Retirement Parity for Student Loans Act (S. 1428) * The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) * Automatic IRA Act of 2019 (S. 2370) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Stretch IRA Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus (H.R.1439) Family Savings Act (H.R. 1084) Infrastructure investment by Life Insurers Retirement Enhancement and Savings Act of 2019 (S. 972, HR 1007) Retirement Security and Savings Act (S. 1431)The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: * Retirement Parity for Student Loans Act (S. 1428) Stretch IRA HR 1043/S 460 Employer Participation in Repayment Act The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) * Pandemic Healthcare Access Act S.3546/H.R.6338
Retirement Security as in the following bills: * Graduate Student Savings Act of 2019 (S. 448, H.R. 1194) * Retirement Security Act of 2019 (S. 321) * Retirement Enhancement and Savings Act of 2019 (S. 972, H.R. 1007) * Family Savings Act of 2019 (H.R. 1084) * Increasing Access to a Secure Retirement Act of 2019 (H.R. 1439) * Lifetime Income Disclosure Act (S. 1574, H.R. 2367) * Savings Enhancement by Alleviating Leakage in 401(k) Savings Act (Not yet reintroduced) * Retirement Plan Simplification and Enhancement Act (Not yet reintroduced) * Receiving Electronic Statements To Improve Retiree Earnings Act (Not yet reintroduced) * Small Businesses Add Value for Employees Act (SAVE Act) (Not yet reintroduced) * Automatic Retirement Plan Act (Not yet reintroduced) * Portability of Lifetime Income and Managed Account Options (Not yet reintroduced) * Retirement Security and Savings Act (S. 1431) * Retirement Parity for Student Loans Act (S. 1428) * The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) * Automatic IRA Act of 2019 (S. 2370) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Stretch IRA Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act
Retirement Security as in the following bills: Retirement Plan Simplification and Enhancement Act (Not yet reintroduced) Automatic Retirement Plan Act (Not yet reintroduced) Portability of Lifetime Income and Managed Account Options (Not yet reintroduced) Retirement Security and Savings Act (S. 1431) Retirement Parity for Student Loans Act (S. 1428) The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) Automatic IRA Act of 2019 (S. 2370) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Stretch IRA Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act
Retirement Security as in the following bills: * Graduate Student Savings Act of 2019 (S. 448, H.R. 1194) * Retirement Security Act of 2019 (S. 321) * Retirement Enhancement and Savings Act of 2019 (S. 972, H.R. 1007) * Family Savings Act of 2019 (H.R. 1084) * Increasing Access to a Secure Retirement Act of 2019 (H.R. 1439) * Lifetime Income Disclosure Act (S. 1574, H.R. 2367) * Savings Enhancement by Alleviating Leakage in 401(k) Savings Act (Not yet reintroduced) * Retirement Plan Simplification and Enhancement Act (Not yet reintroduced) * Receiving Electronic Statements To Improve Retiree Earnings Act (Not yet reintroduced) * Small Businesses Add Value for Employees Act (SAVE Act) (Not yet reintroduced) * Automatic Retirement Plan Act (Not yet reintroduced) * Portability of Lifetime Income and Managed Account Options (Not yet reintroduced) * Retirement Security and Savings Act (S. 1431) * Retirement Parity for Student Loans Act (S. 1428) * The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) * Automatic IRA Act of 2019 (S. 2370) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Stretch IRA Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus (H.R.1439) Family Savings Act (H.R. 1084) Infrastructure investment by Life Insurers Retirement Enhancement and Savings Act of 2019 (S. 972, HR 1007) Retirement Security and Savings Act (S. 1431) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: * Retirement Parity for Student Loans Act (S. 1428) Stretch IRA HR 1043/S 460 Employer Participation in Repayment Act The Taxpayer First Act (HR 3151)
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Infrastructure investment by Life Insurers Retirement Security and Savings Act (S. 1431) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: Retirement Parity for Student Loans Act (S. 1428) Stretch IRA Employer Participation in Repayment Act (HR 1043/S. 460) The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) Pandemic Healthcare Access Act S.3546/H.R.6338
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus (H.R.1439) Family Savings Act (H.R. 1084) Infrastructure investment by Life Insurers Retirement Enhancement and Savings Act of 2019 (S. 972, HR 1007) Retirement Security and Savings Act (S. 1431)The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: * Retirement Parity for Student Loans Act (S. 1428) Stretch IRA HR 1043/S 460 Employer Participation in Repayment Act The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) * Pandemic Healthcare Access Act S.3546/H.R.6338
Retirement Security as in the following bills: -Automatic Retirement Plan Act (Not yet reintroduced) -Retirement Security and Savings Act (S. 1431) -Retirement Parity for Student Loans Act (S. 1428) -The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) -Securing a Strong Retirement Act (H.R. 8696) -Lifetime Income for Employees Act (H.R. 8990) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Stretch IRA Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act (H.R. 748) ESG Investments Proxy Voting
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Infrastructure investment by Life Insurers Retirement Security and Savings Act (S. 1431) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: - Retirement Parity for Student Loans Act (S. 1428) Stretch IRA Employer Participation in Repayment Act (HR 1043/S. 460) The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) - Pandemic Healthcare Access Act S.3546/H.R.6338 Student Loans Remote Notarization General Account Products CARES Act (H.R. 748) 7702/Ordinary Tax Treatment for Bonds
Retirement Security as in the following bills: * Graduate Student Savings Act of 2019 (S. 448, H.R. 1194) * Retirement Security Act of 2019 (S. 321) * Retirement Enhancement and Savings Act of 2019 (S. 972, H.R. 1007) * Family Savings Act of 2019 (H.R. 1084) * Increasing Access to a Secure Retirement Act of 2019 (H.R. 1439) * Lifetime Income Disclosure Act (S. 1574, H.R. 2367) * Savings Enhancement by Alleviating Leakage in 401(k) Savings Act (Not yet reintroduced) * Retirement Plan Simplification and Enhancement Act (Not yet reintroduced) * Receiving Electronic Statements To Improve Retiree Earnings Act (Not yet reintroduced) * Small Businesses Add Value for Employees Act (SAVE Act) (Not yet reintroduced) * Automatic Retirement Plan Act (Not yet reintroduced) * Portability of Lifetime Income and Managed Account Options (Not yet reintroduced) * Retirement Security and Savings Act (S. 1431) * Retirement Parity for Student Loans Act (S. 1428) * The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) * Automatic IRA Act of 2019 (S. 2370) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Stretch IRA Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans
Retirement Security as in the following bills: * Graduate Student Savings Act of 2019 (S. 448, H.R. 1194) * Retirement Security Act of 2019 (S. 321) * Retirement Enhancement and Savings Act of 2019 (S. 972, H.R. 1007) * Family Savings Act of 2019 (H.R. 1084) * Increasing Access to a Secure Retirement Act of 2019 (H.R. 1439) * Lifetime Income Disclosure Act (S. 1574, H.R. 2367) * Savings Enhancement by Alleviating Leakage in 401(k) Savings Act (Not yet reintroduced) * Retirement Plan Simplification and Enhancement Act (Not yet reintroduced) * Receiving Electronic Statements To Improve Retiree Earnings Act (Not yet reintroduced) * Small Businesses Add Value for Employees Act (SAVE Act) (Not yet reintroduced) * Automatic Retirement Plan Act (Not yet reintroduced) * Portability of Lifetime Income and Managed Account Options (Not yet reintroduced) * Retirement Security and Savings Act (S. 1431) * Retirement Parity for Student Loans Act (S. 1428) * The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) * Automatic IRA Act of 2019 (S. 2370) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Stretch IRA Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act
Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation as in the following bills: * Financial Stability Oversight Council Improvement Act of 2019 (S. 603) * Financial Stability Oversight Council Improvement Act of 2019 H.R. 3561 FDIC Treatment of Brokered Deposits (H.R. 2572) Section 11 of the Home Owners Loan Act Consumer Financial Choice and Capital Markets Protection Act H.R. 4492 International Insurance Capital Standards Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Business Development Companies Reg BI ESG Disclosure Simplification Act of 2019 (H.R. 4329) A bill to improve laws related to money laundering and other purposes (S.2563) Corporate Transparency Act (H.R. 2513) Housing Finance Reform SEC Proposes Rule Changes for Fund of Funds Arrangements Diversity and Inclusion CARES ACT (H.R. 748)
Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation as in the following bills: Financial Stability Oversight Council Improvement Act of 2019 (S. 603) Financial Stability Oversight Council Improvement Act of 2019 H.R. 3561 FDIC Treatment of Brokered Deposits (H.R. 2572) Section 11 of the Home Owners Loan Act Consumer Financial Choice and Capital Markets Protection Act H.R. 4492 Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Business Development Companies Reg BI ESG Disclosure Simplification Act of 2019 (H.R. 4329) A bill to improve laws related to money laundering and other purposes (S.2563) Corporate Transparency Act (H.R. 2513) Housing Finance Reform Diversity and Inclusion CARES ACT (H.R. 748) HEROES ACT (H.R. 6800) Paycheck Protection Program
Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation as in the following bills: * Financial Stability Oversight Council Improvement Act of 2019 (S. 603) * Financial Stability Oversight Council Improvement Act of 2019 H.R. 3561 FDIC Treatment of Brokered Deposits (H.R. 2572) Section 11 of the Home Owners Loan Act Consumer Financial Choice and Capital Markets Protection Act H.R. 4492 International Insurance Capital Standards Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Business Development Companies Reg BI ESG Disclosure Simplification Act of 2019 (H.R. 4329) A bill to improve laws related to money laundering and other purposes (S.2563) Corporate Transparency Act (H.R. 2513) Housing Finance Reform Diversity and Inclusion CARES ACT (H.R. 748) HEROES ACT (H.R. 6800) Paycheck Protection Program
Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation as in the following bills: - Financial Stability Oversight Council Improvement Act of 2019 (S. 603) - Financial Stability Oversight Council Improvement Act of 2019 H.R. 3561 FDIC Treatment of Brokered Deposits (H.R. 2572) Section 11 of the Home Owners Loan Act Consumer Financial Choice and Capital Markets Protection Act H.R. 4492 Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Reg BI ESG Disclosure Simplification Act of 2019 (H.R. 4329) A bill to improve laws related to money laundering and other purposes (S.2563) Corporate Transparency Act (H.R. 2513) Housing Finance Reform Diversity and Inclusion CARES ACT (H.R. 748) HEROES ACT (H.R. 6800) Paycheck Protection Program ESG Investing Form 13F HOPE Act (H.R. 7809) E-SIGN Modernization Act (S.4159) Warehouse Lending Troubled Debt Restructuring (HR 133) Climate Change Increasing Investor Opportunities Act (HR 8786)
To amend the Federal Deposit Insurance Act to clarify the definition of a deposit broker, and for other purposes.
Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation as in the following bills: - Financial Stability Oversight Council Improvement Act of 2019 (S. 603) - Financial Stability Oversight Council Improvement Act of 2019 H.R. 3561 FDIC Treatment of Brokered Deposits (H.R. 2572) Section 11 of the Home Owners Loan Act Consumer Financial Choice and Capital Markets Protection Act H.R. 4492 Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Reg BI ESG Disclosure Simplification Act of 2019 (H.R. 4329) A bill to improve laws related to money laundering and other purposes (S.2563) Corporate Transparency Act (H.R. 2513) Housing Finance Reform Diversity and Inclusion CARES ACT (H.R. 748) HEROES ACT (H.R. 6800) Paycheck Protection Program ESG Investing Form 13F HOPE Act (H.R. 7809) E-SIGN Modernization Act (S.4159) Warehouse Lending Troubled Debt Restructuring (HR 133) Climate Change Increasing Investor Opportunities Act (HR 8786)
To amend the Federal Deposit Insurance Act to clarify the definition of a deposit broker, and for other purposes.
Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation as in the following bills: * Financial Stability Oversight Council Improvement Act of 2019 (S. 603) * Financial Stability Oversight Council Improvement Act of 2019 H.R. 3561 FDIC Treatment of Brokered Deposits (H.R. 2572) Section 11 of the Home Owners Loan Act Consumer Financial Choice and Capital Markets Protection Act H.R. 4492 International Insurance Capital Standards Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Business Development Companies Reg BI ESG Disclosure Simplification Act of 2019 (H.R. 4329) A bill to improve laws related to money laundering and other purposes (S.2563) Corporate Transparency Act (H.R. 2513) Housing Finance Reform SEC Proposes Rule Changes for Fund of Funds Arrangements Diversity and Inclusion CARES ACT (H.R. 748)
To amend the Federal Deposit Insurance Act to clarify the definition of a deposit broker, and for other purposes.
Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation as in the following bills: Financial Stability Oversight Council Improvement Act of 2019 (S. 603) Financial Stability Oversight Council Improvement Act of 2019 H.R. 3561 FDIC Treatment of Brokered Deposits (H.R. 2572) Section 11 of the Home Owners Loan Act Consumer Financial Choice and Capital Markets Protection Act H.R. 4492 Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Business Development Companies Reg BI ESG Disclosure Simplification Act of 2019 (H.R. 4329) A bill to improve laws related to money laundering and other purposes (S.2563) Corporate Transparency Act (H.R. 2513) Housing Finance Reform Diversity and Inclusion CARES ACT (H.R. 748) HEROES ACT (H.R. 6800) Paycheck Protection Program
To amend the Federal Deposit Insurance Act to clarify the definition of a deposit broker, and for other purposes.
Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation as in the following bills: * Financial Stability Oversight Council Improvement Act of 2019 (S. 603) * Financial Stability Oversight Council Improvement Act of 2019 H.R. 3561 FDIC Treatment of Brokered Deposits (H.R. 2572) Section 11 of the Home Owners Loan Act Consumer Financial Choice and Capital Markets Protection Act H.R. 4492 International Insurance Capital Standards Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Business Development Companies Reg BI ESG Disclosure Simplification Act of 2019 (H.R. 4329) A bill to improve laws related to money laundering and other purposes (S.2563) Corporate Transparency Act (H.R. 2513) Housing Finance Reform Diversity and Inclusion CARES ACT (H.R. 748) HEROES ACT (H.R. 6800) Paycheck Protection Program
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus (H.R.1439) Family Savings Act (H.R. 1084) Infrastructure investment by Life Insurers Retirement Enhancement and Savings Act of 2019 (S. 972, HR 1007) Retirement Security and Savings Act (S. 1431)The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: * Retirement Parity for Student Loans Act (S. 1428) Stretch IRA HR 1043/S 460 Employer Participation in Repayment Act The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) * Pandemic Healthcare Access Act S.3546/H.R.6338
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Infrastructure investment by Life Insurers Retirement Security and Savings Act (S. 1431) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: - Retirement Parity for Student Loans Act (S. 1428) Stretch IRA Employer Participation in Repayment Act (HR 1043/S. 460) The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) - Pandemic Healthcare Access Act S.3546/H.R.6338 Student Loans Remote Notarization General Account Products CARES Act (H.R. 748) 7702/Ordinary Tax Treatment for Bonds
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Infrastructure investment by Life Insurers Retirement Security and Savings Act (S. 1431) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: Retirement Parity for Student Loans Act (S. 1428) Stretch IRA Employer Participation in Repayment Act (HR 1043/S. 460) The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) Pandemic Healthcare Access Act S.3546/H.R.6338
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus (H.R.1439) Family Savings Act (H.R. 1084) Infrastructure investment by Life Insurers Retirement Enhancement and Savings Act of 2019 (S. 972, HR 1007) Retirement Security and Savings Act (S. 1431) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: * Retirement Parity for Student Loans Act (S. 1428) Stretch IRA HR 1043/S 460 Employer Participation in Repayment Act The Taxpayer First Act (HR 3151)
Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation as in the following bills: - Financial Stability Oversight Council Improvement Act of 2019 (S. 603) - Financial Stability Oversight Council Improvement Act of 2019 H.R. 3561 FDIC Treatment of Brokered Deposits (H.R. 2572) Section 11 of the Home Owners Loan Act Consumer Financial Choice and Capital Markets Protection Act H.R. 4492 Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Reg BI ESG Disclosure Simplification Act of 2019 (H.R. 4329) A bill to improve laws related to money laundering and other purposes (S.2563) Corporate Transparency Act (H.R. 2513) Housing Finance Reform Diversity and Inclusion CARES ACT (H.R. 748) HEROES ACT (H.R. 6800) Paycheck Protection Program ESG Investing Form 13F HOPE Act (H.R. 7809) E-SIGN Modernization Act (S.4159) Warehouse Lending Troubled Debt Restructuring (HR 133) Climate Change Increasing Investor Opportunities Act (HR 8786)
Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation as in the following bills: * Financial Stability Oversight Council Improvement Act of 2019 (S. 603) * Financial Stability Oversight Council Improvement Act of 2019 H.R. 3561 FDIC Treatment of Brokered Deposits (H.R. 2572) Section 11 of the Home Owners Loan Act Consumer Financial Choice and Capital Markets Protection Act H.R. 4492 International Insurance Capital Standards Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Business Development Companies Reg BI ESG Disclosure Simplification Act of 2019 (H.R. 4329) A bill to improve laws related to money laundering and other purposes (S.2563) Corporate Transparency Act (H.R. 2513) Housing Finance Reform Diversity and Inclusion CARES ACT (H.R. 748) HEROES ACT (H.R. 6800) Paycheck Protection Program
Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation as in the following bills: * Financial Stability Oversight Council Improvement Act of 2019 (S. 603) * Financial Stability Oversight Council Improvement Act of 2019 H.R. 3561 FDIC Treatment of Brokered Deposits (H.R. 2572) Section 11 of the Home Owners Loan Act Consumer Financial Choice and Capital Markets Protection Act H.R. 4492 International Insurance Capital Standards Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Business Development Companies Reg BI ESG Disclosure Simplification Act of 2019 (H.R. 4329) A bill to improve laws related to money laundering and other purposes (S.2563) Corporate Transparency Act (H.R. 2513) Housing Finance Reform SEC Proposes Rule Changes for Fund of Funds Arrangements Diversity and Inclusion CARES ACT (H.R. 748)
Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation as in the following bills: Financial Stability Oversight Council Improvement Act of 2019 (S. 603) Financial Stability Oversight Council Improvement Act of 2019 H.R. 3561 FDIC Treatment of Brokered Deposits (H.R. 2572) Section 11 of the Home Owners Loan Act Consumer Financial Choice and Capital Markets Protection Act H.R. 4492 Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Business Development Companies Reg BI ESG Disclosure Simplification Act of 2019 (H.R. 4329) A bill to improve laws related to money laundering and other purposes (S.2563) Corporate Transparency Act (H.R. 2513) Housing Finance Reform Diversity and Inclusion CARES ACT (H.R. 748) HEROES ACT (H.R. 6800) Paycheck Protection Program
Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation as in the following bills: * Financial Stability Oversight Council Improvement Act of 2019 (S. 603) * Financial Stability Oversight Council Improvement Act of 2019 H.R. 3561 FDIC Treatment of Brokered Deposits (H.R. 2572) Section 11 of the Home Owners Loan Act Consumer Financial Choice and Capital Markets Protection Act H.R. 4492 International Insurance Capital Standards Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Business Development Companies Reg BI ESG Disclosure Simplification Act of 2019 (H.R. 4329) A bill to improve laws related to money laundering and other purposes (S.2563) Corporate Transparency Act (H.R. 2513) Housing Finance Reform SEC Proposes Rule Changes for Fund of Funds Arrangements Diversity and Inclusion CARES ACT (H.R. 748)
Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation as in the following bills: * Financial Stability Oversight Council Improvement Act of 2019 (S. 603) * Financial Stability Oversight Council Improvement Act of 2019 H.R. 3561 FDIC Treatment of Brokered Deposits (H.R. 2572) Section 11 of the Home Owners Loan Act Consumer Financial Choice and Capital Markets Protection Act H.R. 4492 International Insurance Capital Standards Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Business Development Companies Reg BI ESG Disclosure Simplification Act of 2019 (H.R. 4329) A bill to improve laws related to money laundering and other purposes (S.2563) Corporate Transparency Act (H.R. 2513) Housing Finance Reform Diversity and Inclusion CARES ACT (H.R. 748) HEROES ACT (H.R. 6800) Paycheck Protection Program
Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation as in the following bills: Financial Stability Oversight Council Improvement Act of 2019 (S. 603) Financial Stability Oversight Council Improvement Act of 2019 H.R. 3561 FDIC Treatment of Brokered Deposits (H.R. 2572) Section 11 of the Home Owners Loan Act Consumer Financial Choice and Capital Markets Protection Act H.R. 4492 Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Business Development Companies Reg BI ESG Disclosure Simplification Act of 2019 (H.R. 4329) A bill to improve laws related to money laundering and other purposes (S.2563) Corporate Transparency Act (H.R. 2513) Housing Finance Reform Diversity and Inclusion CARES ACT (H.R. 748) HEROES ACT (H.R. 6800) Paycheck Protection Program
Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation as in the following bills: - Financial Stability Oversight Council Improvement Act of 2019 (S. 603) - Financial Stability Oversight Council Improvement Act of 2019 H.R. 3561 FDIC Treatment of Brokered Deposits (H.R. 2572) Section 11 of the Home Owners Loan Act Consumer Financial Choice and Capital Markets Protection Act H.R. 4492 Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Reg BI ESG Disclosure Simplification Act of 2019 (H.R. 4329) A bill to improve laws related to money laundering and other purposes (S.2563) Corporate Transparency Act (H.R. 2513) Housing Finance Reform Diversity and Inclusion CARES ACT (H.R. 748) HEROES ACT (H.R. 6800) Paycheck Protection Program ESG Investing Form 13F HOPE Act (H.R. 7809) E-SIGN Modernization Act (S.4159) Warehouse Lending Troubled Debt Restructuring (HR 133) Climate Change Increasing Investor Opportunities Act (HR 8786)
Consumer Financial Choice and Capital Markets Protection Act of 2019
Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation as in the following bills: * Financial Stability Oversight Council Improvement Act of 2019 (S. 603) * Financial Stability Oversight Council Improvement Act of 2019 H.R. 3561 FDIC Treatment of Brokered Deposits (H.R. 2572) Section 11 of the Home Owners Loan Act Consumer Financial Choice and Capital Markets Protection Act H.R. 4492 International Insurance Capital Standards Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Business Development Companies Reg BI ESG Disclosure Simplification Act of 2019 (H.R. 4329) A bill to improve laws related to money laundering and other purposes (S.2563) Corporate Transparency Act (H.R. 2513) Housing Finance Reform Diversity and Inclusion CARES ACT (H.R. 748) HEROES ACT (H.R. 6800) Paycheck Protection Program
Consumer Financial Choice and Capital Markets Protection Act of 2019
Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation as in the following bills: - Financial Stability Oversight Council Improvement Act of 2019 (S. 603) - Financial Stability Oversight Council Improvement Act of 2019 H.R. 3561 FDIC Treatment of Brokered Deposits (H.R. 2572) Section 11 of the Home Owners Loan Act Consumer Financial Choice and Capital Markets Protection Act H.R. 4492 Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Reg BI ESG Disclosure Simplification Act of 2019 (H.R. 4329) A bill to improve laws related to money laundering and other purposes (S.2563) Corporate Transparency Act (H.R. 2513) Housing Finance Reform Diversity and Inclusion CARES ACT (H.R. 748) HEROES ACT (H.R. 6800) Paycheck Protection Program ESG Investing Form 13F HOPE Act (H.R. 7809) E-SIGN Modernization Act (S.4159) Warehouse Lending Troubled Debt Restructuring (HR 133) Climate Change Increasing Investor Opportunities Act (HR 8786)
Consumer Financial Choice and Capital Markets Protection Act of 2019
Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation as in the following bills: * Financial Stability Oversight Council Improvement Act of 2019 (S. 603) * Financial Stability Oversight Council Improvement Act of 2019 H.R. 3561 FDIC Treatment of Brokered Deposits (H.R. 2572) Section 11 of the Home Owners Loan Act Consumer Financial Choice and Capital Markets Protection Act H.R. 4492 International Insurance Capital Standards Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Business Development Companies Reg BI ESG Disclosure Simplification Act of 2019 (H.R. 4329) A bill to improve laws related to money laundering and other purposes (S.2563) Corporate Transparency Act (H.R. 2513) Housing Finance Reform SEC Proposes Rule Changes for Fund of Funds Arrangements Diversity and Inclusion CARES ACT (H.R. 748)
Consumer Financial Choice and Capital Markets Protection Act of 2019
Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation as in the following bills: Financial Stability Oversight Council Improvement Act of 2019 (S. 603) Financial Stability Oversight Council Improvement Act of 2019 H.R. 3561 FDIC Treatment of Brokered Deposits (H.R. 2572) Section 11 of the Home Owners Loan Act Consumer Financial Choice and Capital Markets Protection Act H.R. 4492 Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Business Development Companies Reg BI ESG Disclosure Simplification Act of 2019 (H.R. 4329) A bill to improve laws related to money laundering and other purposes (S.2563) Corporate Transparency Act (H.R. 2513) Housing Finance Reform Diversity and Inclusion CARES ACT (H.R. 748) HEROES ACT (H.R. 6800) Paycheck Protection Program
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus (H.R.1439) Family Savings Act (H.R. 1084) Infrastructure investment by Life Insurers Retirement Enhancement and Savings Act of 2019 (S. 972, HR 1007) Retirement Security and Savings Act (S. 1431)The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: * Retirement Parity for Student Loans Act (S. 1428) Stretch IRA HR 1043/S 460 Employer Participation in Repayment Act The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) * Pandemic Healthcare Access Act S.3546/H.R.6338
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Infrastructure investment by Life Insurers Retirement Security and Savings Act (S. 1431) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: - Retirement Parity for Student Loans Act (S. 1428) Stretch IRA Employer Participation in Repayment Act (HR 1043/S. 460) The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) - Pandemic Healthcare Access Act S.3546/H.R.6338 Student Loans Remote Notarization General Account Products CARES Act (H.R. 748) 7702/Ordinary Tax Treatment for Bonds
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Infrastructure investment by Life Insurers Retirement Security and Savings Act (S. 1431) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: Retirement Parity for Student Loans Act (S. 1428) Stretch IRA Employer Participation in Repayment Act (HR 1043/S. 460) The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) Pandemic Healthcare Access Act S.3546/H.R.6338
Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation as in the following bills: - Financial Stability Oversight Council Improvement Act of 2019 (S. 603) - Financial Stability Oversight Council Improvement Act of 2019 H.R. 3561 FDIC Treatment of Brokered Deposits (H.R. 2572) Section 11 of the Home Owners Loan Act Consumer Financial Choice and Capital Markets Protection Act H.R. 4492 Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Reg BI ESG Disclosure Simplification Act of 2019 (H.R. 4329) A bill to improve laws related to money laundering and other purposes (S.2563) Corporate Transparency Act (H.R. 2513) Housing Finance Reform Diversity and Inclusion CARES ACT (H.R. 748) HEROES ACT (H.R. 6800) Paycheck Protection Program ESG Investing Form 13F HOPE Act (H.R. 7809) E-SIGN Modernization Act (S.4159) Warehouse Lending Troubled Debt Restructuring (HR 133) Climate Change Increasing Investor Opportunities Act (HR 8786)
Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation as in the following bills: * Financial Stability Oversight Council Improvement Act of 2019 (S. 603) * Financial Stability Oversight Council Improvement Act of 2019 H.R. 3561 FDIC Treatment of Brokered Deposits (H.R. 2572) Section 11 of the Home Owners Loan Act Consumer Financial Choice and Capital Markets Protection Act H.R. 4492 International Insurance Capital Standards Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Business Development Companies Reg BI ESG Disclosure Simplification Act of 2019 (H.R. 4329) A bill to improve laws related to money laundering and other purposes (S.2563) Corporate Transparency Act (H.R. 2513) Housing Finance Reform Diversity and Inclusion CARES ACT (H.R. 748) HEROES ACT (H.R. 6800) Paycheck Protection Program
Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation as in the following bills: Financial Stability Oversight Council Improvement Act of 2019 (S. 603) Financial Stability Oversight Council Improvement Act of 2019 H.R. 3561 FDIC Treatment of Brokered Deposits (H.R. 2572) Section 11 of the Home Owners Loan Act Consumer Financial Choice and Capital Markets Protection Act H.R. 4492 Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Business Development Companies Reg BI ESG Disclosure Simplification Act of 2019 (H.R. 4329) A bill to improve laws related to money laundering and other purposes (S.2563) Corporate Transparency Act (H.R. 2513) Housing Finance Reform Diversity and Inclusion CARES ACT (H.R. 748) HEROES ACT (H.R. 6800) Paycheck Protection Program
Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation as in the following bills: Financial Stability Oversight Council Improvement Act of 2019 (S. 603) Financial Stability Oversight Council Improvement Act of 2019 H.R. 3561 FDIC Treatment of Brokered Deposits (H.R. 2572) Section 11 of the Home Owners Loan Act Consumer Financial Choice and Capital Markets Protection Act H.R. 4492 Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Business Development Companies Reg BI ESG Disclosure Simplification Act of 2019 (H.R. 4329) A bill to improve laws related to money laundering and other purposes (S.2563) Corporate Transparency Act (H.R. 2513) Housing Finance Reform Diversity and Inclusion CARES ACT (H.R. 748) HEROES ACT (H.R. 6800) Paycheck Protection Program
Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation as in the following bills: * Financial Stability Oversight Council Improvement Act of 2019 (S. 603) * Financial Stability Oversight Council Improvement Act of 2019 H.R. 3561 FDIC Treatment of Brokered Deposits (H.R. 2572) Section 11 of the Home Owners Loan Act Consumer Financial Choice and Capital Markets Protection Act H.R. 4492 International Insurance Capital Standards Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Business Development Companies Reg BI ESG Disclosure Simplification Act of 2019 (H.R. 4329) A bill to improve laws related to money laundering and other purposes (S.2563) Corporate Transparency Act (H.R. 2513) Housing Finance Reform Diversity and Inclusion CARES ACT (H.R. 748) HEROES ACT (H.R. 6800) Paycheck Protection Program
Retirement Security as in the following bills: -Automatic Retirement Plan Act (Not yet reintroduced) -Retirement Security and Savings Act (S. 1431) -Retirement Parity for Student Loans Act (S. 1428) -The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) -Securing a Strong Retirement Act (H.R. 8696) -Lifetime Income for Employees Act (H.R. 8990) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Stretch IRA Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act (H.R. 748) ESG Investments Proxy Voting
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Infrastructure investment by Life Insurers Retirement Security and Savings Act (S. 1431) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: - Retirement Parity for Student Loans Act (S. 1428) Stretch IRA Employer Participation in Repayment Act (HR 1043/S. 460) The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) - Pandemic Healthcare Access Act S.3546/H.R.6338 Student Loans Remote Notarization General Account Products CARES Act (H.R. 748) 7702/Ordinary Tax Treatment for Bonds
Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation as in the following bills: * Financial Stability Oversight Council Improvement Act of 2019 (S. 603) * Financial Stability Oversight Council Improvement Act of 2019 H.R. 3561 FDIC Treatment of Brokered Deposits (H.R. 2572) Section 11 of the Home Owners Loan Act Consumer Financial Choice and Capital Markets Protection Act H.R. 4492 International Insurance Capital Standards Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Business Development Companies Reg BI ESG Disclosure Simplification Act of 2019 (H.R. 4329) A bill to improve laws related to money laundering and other purposes (S.2563) Corporate Transparency Act (H.R. 2513) Housing Finance Reform SEC Proposes Rule Changes for Fund of Funds Arrangements Diversity and Inclusion CARES ACT (H.R. 748)
Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation as in the following bills: - Financial Stability Oversight Council Improvement Act of 2019 (S. 603) - Financial Stability Oversight Council Improvement Act of 2019 H.R. 3561 FDIC Treatment of Brokered Deposits (H.R. 2572) Section 11 of the Home Owners Loan Act Consumer Financial Choice and Capital Markets Protection Act H.R. 4492 Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Reg BI ESG Disclosure Simplification Act of 2019 (H.R. 4329) A bill to improve laws related to money laundering and other purposes (S.2563) Corporate Transparency Act (H.R. 2513) Housing Finance Reform Diversity and Inclusion CARES ACT (H.R. 748) HEROES ACT (H.R. 6800) Paycheck Protection Program ESG Investing Form 13F HOPE Act (H.R. 7809) E-SIGN Modernization Act (S.4159) Warehouse Lending Troubled Debt Restructuring (HR 133) Climate Change Increasing Investor Opportunities Act (HR 8786)
Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation as in the following bills: - Financial Stability Oversight Council Improvement Act of 2019 (S. 603) - Financial Stability Oversight Council Improvement Act of 2019 H.R. 3561 FDIC Treatment of Brokered Deposits (H.R. 2572) Section 11 of the Home Owners Loan Act Consumer Financial Choice and Capital Markets Protection Act H.R. 4492 Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Reg BI ESG Disclosure Simplification Act of 2019 (H.R. 4329) A bill to improve laws related to money laundering and other purposes (S.2563) Corporate Transparency Act (H.R. 2513) Housing Finance Reform Diversity and Inclusion CARES ACT (H.R. 748) HEROES ACT (H.R. 6800) Paycheck Protection Program ESG Investing Form 13F HOPE Act (H.R. 7809) E-SIGN Modernization Act (S.4159) Warehouse Lending Troubled Debt Restructuring (HR 133) Climate Change Increasing Investor Opportunities Act (HR 8786)
Retirement Security as in the following bills: -Automatic Retirement Plan Act (Not yet reintroduced) -Retirement Security and Savings Act (S. 1431) -Retirement Parity for Student Loans Act (S. 1428) -The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) -Securing a Strong Retirement Act (H.R. 8696) -Lifetime Income for Employees Act (H.R. 8990) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Stretch IRA Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act (H.R. 748) ESG Investments Proxy Voting
Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation as in the following bills: - Financial Stability Oversight Council Improvement Act of 2019 (S. 603) - Financial Stability Oversight Council Improvement Act of 2019 H.R. 3561 FDIC Treatment of Brokered Deposits (H.R. 2572) Section 11 of the Home Owners Loan Act Consumer Financial Choice and Capital Markets Protection Act H.R. 4492 Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Reg BI ESG Disclosure Simplification Act of 2019 (H.R. 4329) A bill to improve laws related to money laundering and other purposes (S.2563) Corporate Transparency Act (H.R. 2513) Housing Finance Reform Diversity and Inclusion CARES ACT (H.R. 748) HEROES ACT (H.R. 6800) Paycheck Protection Program ESG Investing Form 13F HOPE Act (H.R. 7809) E-SIGN Modernization Act (S.4159) Warehouse Lending Troubled Debt Restructuring (HR 133) Climate Change Increasing Investor Opportunities Act (HR 8786)
Retirement Security as in the following bills: -Automatic Retirement Plan Act (Not yet reintroduced) -Retirement Security and Savings Act (S. 1431) -Retirement Parity for Student Loans Act (S. 1428) -The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) -Securing a Strong Retirement Act (H.R. 8696) -Lifetime Income for Employees Act (H.R. 8990) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Stretch IRA Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act (H.R. 748) ESG Investments Proxy Voting
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus (H.R.1439) Family Savings Act (H.R. 1084) Infrastructure investment by Life Insurers Retirement Enhancement and Savings Act of 2019 (S. 972, HR 1007) Retirement Security and Savings Act (S. 1431) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: * Retirement Parity for Student Loans Act (S. 1428) Stretch IRA HR 1043/S 460 Employer Participation in Repayment Act The Taxpayer First Act (HR 3151)
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus (H.R.1439) Family Savings Act (H.R. 1084) Infrastructure investment by Life Insurers Retirement Enhancement and Savings Act of 2019 (S. 972, HR 1007) Retirement Security and Savings Act (S. 1431)The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: * Retirement Parity for Student Loans Act (S. 1428) Stretch IRA HR 1043/S 460 Employer Participation in Repayment Act The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) * Pandemic Healthcare Access Act S.3546/H.R.6338
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Infrastructure investment by Life Insurers Retirement Security and Savings Act (S. 1431) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: Retirement Parity for Student Loans Act (S. 1428) Stretch IRA Employer Participation in Repayment Act (HR 1043/S. 460) The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) Pandemic Healthcare Access Act S.3546/H.R.6338
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Infrastructure investment by Life Insurers Retirement Security and Savings Act (S. 1431) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: - Retirement Parity for Student Loans Act (S. 1428) Stretch IRA Employer Participation in Repayment Act (HR 1043/S. 460) The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) - Pandemic Healthcare Access Act S.3546/H.R.6338 Student Loans Remote Notarization General Account Products CARES Act (H.R. 748) 7702/Ordinary Tax Treatment for Bonds
Retirement Security as in the following bills: * Graduate Student Savings Act of 2019 (S. 448, H.R. 1194) * Retirement Security Act of 2019 (S. 321) * Retirement Enhancement and Savings Act of 2019 (S. 972, H.R. 1007) * Family Savings Act of 2019 (H.R. 1084) * Increasing Access to a Secure Retirement Act of 2019 (H.R. 1439) * Lifetime Income Disclosure Act (S. 1574, H.R. 2367) * Savings Enhancement by Alleviating Leakage in 401(k) Savings Act (Not yet reintroduced) * Retirement Plan Simplification and Enhancement Act (Not yet reintroduced) * Receiving Electronic Statements To Improve Retiree Earnings Act (Not yet reintroduced) * Small Businesses Add Value for Employees Act (SAVE Act) (Not yet reintroduced) * Automatic Retirement Plan Act (Not yet reintroduced) * Portability of Lifetime Income and Managed Account Options (Not yet reintroduced) * Retirement Security and Savings Act (S. 1431) * Retirement Parity for Student Loans Act (S. 1428) * The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) * Automatic IRA Act of 2019 (S. 2370) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Stretch IRA Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act
Retirement Security as in the following bills: Retirement Plan Simplification and Enhancement Act (Not yet reintroduced) Automatic Retirement Plan Act (Not yet reintroduced) Portability of Lifetime Income and Managed Account Options (Not yet reintroduced) Retirement Security and Savings Act (S. 1431) Retirement Parity for Student Loans Act (S. 1428) The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) Automatic IRA Act of 2019 (S. 2370) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Stretch IRA Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act
Retirement Security as in the following bills: * Graduate Student Savings Act of 2019 (S. 448, H.R. 1194) * Retirement Security Act of 2019 (S. 321) * Retirement Enhancement and Savings Act of 2019 (S. 972, H.R. 1007) * Family Savings Act of 2019 (H.R. 1084) * Increasing Access to a Secure Retirement Act of 2019 (H.R. 1439) * Lifetime Income Disclosure Act (S. 1574, H.R. 2367) * Savings Enhancement by Alleviating Leakage in 401(k) Savings Act (Not yet reintroduced) * Retirement Plan Simplification and Enhancement Act (Not yet reintroduced) * Receiving Electronic Statements To Improve Retiree Earnings Act (Not yet reintroduced) * Small Businesses Add Value for Employees Act (SAVE Act) (Not yet reintroduced) * Automatic Retirement Plan Act (Not yet reintroduced) * Portability of Lifetime Income and Managed Account Options (Not yet reintroduced) * Retirement Security and Savings Act (S. 1431) * Retirement Parity for Student Loans Act (S. 1428) * The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) * Automatic IRA Act of 2019 (S. 2370) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Stretch IRA Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans
Retirement Security as in the following bills: -Automatic Retirement Plan Act (Not yet reintroduced) -Retirement Security and Savings Act (S. 1431) -Retirement Parity for Student Loans Act (S. 1428) -The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) -Securing a Strong Retirement Act (H.R. 8696) -Lifetime Income for Employees Act (H.R. 8990) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Stretch IRA Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act (H.R. 748) ESG Investments Proxy Voting
Retirement Security as in the following bills: * Graduate Student Savings Act of 2019 (S. 448, H.R. 1194) * Retirement Security Act of 2019 (S. 321) * Retirement Enhancement and Savings Act of 2019 (S. 972, H.R. 1007) * Family Savings Act of 2019 (H.R. 1084) * Increasing Access to a Secure Retirement Act of 2019 (H.R. 1439) * Lifetime Income Disclosure Act (S. 1574, H.R. 2367) * Savings Enhancement by Alleviating Leakage in 401(k) Savings Act (Not yet reintroduced) * Retirement Plan Simplification and Enhancement Act (Not yet reintroduced) * Receiving Electronic Statements To Improve Retiree Earnings Act (Not yet reintroduced) * Small Businesses Add Value for Employees Act (SAVE Act) (Not yet reintroduced) * Automatic Retirement Plan Act (Not yet reintroduced) * Portability of Lifetime Income and Managed Account Options (Not yet reintroduced) * Retirement Security and Savings Act (S. 1431) * Retirement Parity for Student Loans Act (S. 1428) * The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) * Automatic IRA Act of 2019 (S. 2370) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Stretch IRA Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans
Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation FDIC Treatment of Brokered Deposits Section 11 of the Home Owners Loan Act Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Reg BI ESG Disclosure Simplification Act of 2019 (H.R. 4329) ESG Disclosure Simplification Act of 2020 (H.R. 1187) Housing Finance Reform Diversity and Inclusion CARES ACT H.R. 1319 American Rescue Plan Paycheck Protection Program ESG Investing Form 13F E-SIGN Modernization Warehouse Lending Troubled Debt Restructuring Climate Change Closed End Funds Renewable Fuel Standard/Biofuels Increasing Investor Opportunities Act
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Infrastructure investment by Life Insurers Retirement Security and Savings Act (S. 1431) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: Retirement Parity for Student Loans Act (S. 1428) Stretch IRA Employer Participation in Repayment Act (HR 1043/S. 460) The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) Pandemic Healthcare Access Act S.3546/H.R.6338 Personalized Care Act of 2021 (S. 153 and H.R. 725) Student Loans Remote Notarization General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Retirement Security as in the following bills: -Automatic Retirement Plan Act (Not yet reintroduced) -Retirement Security and Savings Act (S. 1431) -Retirement Parity for Student Loans Act (S. 1428) -The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) -Securing a Strong Retirement Act (H.R. 8696) -Lifetime Income for Employees Act (H.R. 8990) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Stretch IRA Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act (H.R. 748) ESG Investments Proxy Voting
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Infrastructure investment by Life Insurers Retirement Security and Savings Act (S. 1431) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: - Retirement Parity for Student Loans Act (S. 1428) Stretch IRA Employer Participation in Repayment Act (HR 1043/S. 460) The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) - Pandemic Healthcare Access Act S.3546/H.R.6338 Student Loans Remote Notarization General Account Products CARES Act (H.R. 748) 7702/Ordinary Tax Treatment for Bonds
Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation as in the following bills: - Financial Stability Oversight Council Improvement Act of 2019 (S. 603) - Financial Stability Oversight Council Improvement Act of 2019 H.R. 3561 FDIC Treatment of Brokered Deposits (H.R. 2572) Section 11 of the Home Owners Loan Act Consumer Financial Choice and Capital Markets Protection Act H.R. 4492 Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Reg BI ESG Disclosure Simplification Act of 2019 (H.R. 4329) A bill to improve laws related to money laundering and other purposes (S.2563) Corporate Transparency Act (H.R. 2513) Housing Finance Reform Diversity and Inclusion CARES ACT (H.R. 748) HEROES ACT (H.R. 6800) Paycheck Protection Program ESG Investing Form 13F HOPE Act (H.R. 7809) E-SIGN Modernization Act (S.4159) Warehouse Lending Troubled Debt Restructuring (HR 133) Climate Change Increasing Investor Opportunities Act (HR 8786)
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation as in the following bills: Financial Stability Oversight Council Improvement Act of 2019 (S. 603) Financial Stability Oversight Council Improvement Act of 2019 H.R. 3561 FDIC Treatment of Brokered Deposits (H.R. 2572) Section 11 of the Home Owners Loan Act Consumer Financial Choice and Capital Markets Protection Act H.R. 4492 Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Business Development Companies Reg BI ESG Disclosure Simplification Act of 2019 (H.R. 4329) A bill to improve laws related to money laundering and other purposes (S.2563) Corporate Transparency Act (H.R. 2513) Housing Finance Reform Diversity and Inclusion CARES ACT (H.R. 748) HEROES ACT (H.R. 6800) Paycheck Protection Program
Retirement Security as in the following bills: Retirement Plan Simplification and Enhancement Act (Not yet reintroduced) Automatic Retirement Plan Act (Not yet reintroduced) Portability of Lifetime Income and Managed Account Options (Not yet reintroduced) Retirement Security and Savings Act (S. 1431) Retirement Parity for Student Loans Act (S. 1428) The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) Automatic IRA Act of 2019 (S. 2370) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Stretch IRA Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Infrastructure investment by Life Insurers Retirement Security and Savings Act (S. 1431) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: Retirement Parity for Student Loans Act (S. 1428) Stretch IRA Employer Participation in Repayment Act (HR 1043/S. 460) The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) Pandemic Healthcare Access Act S.3546/H.R.6338
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation as in the following bills: * Financial Stability Oversight Council Improvement Act of 2019 (S. 603) * Financial Stability Oversight Council Improvement Act of 2019 H.R. 3561 FDIC Treatment of Brokered Deposits (H.R. 2572) Section 11 of the Home Owners Loan Act Consumer Financial Choice and Capital Markets Protection Act H.R. 4492 International Insurance Capital Standards Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Business Development Companies Reg BI ESG Disclosure Simplification Act of 2019 (H.R. 4329) A bill to improve laws related to money laundering and other purposes (S.2563) Corporate Transparency Act (H.R. 2513) Housing Finance Reform Diversity and Inclusion CARES ACT (H.R. 748) HEROES ACT (H.R. 6800) Paycheck Protection Program
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus (H.R.1439) Family Savings Act (H.R. 1084) Infrastructure investment by Life Insurers Retirement Enhancement and Savings Act of 2019 (S. 972, HR 1007) Retirement Security and Savings Act (S. 1431)The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: * Retirement Parity for Student Loans Act (S. 1428) Stretch IRA HR 1043/S 460 Employer Participation in Repayment Act The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) * Pandemic Healthcare Access Act S.3546/H.R.6338
Retirement Security as in the following bills: * Graduate Student Savings Act of 2019 (S. 448, H.R. 1194) * Retirement Security Act of 2019 (S. 321) * Retirement Enhancement and Savings Act of 2019 (S. 972, H.R. 1007) * Family Savings Act of 2019 (H.R. 1084) * Increasing Access to a Secure Retirement Act of 2019 (H.R. 1439) * Lifetime Income Disclosure Act (S. 1574, H.R. 2367) * Savings Enhancement by Alleviating Leakage in 401(k) Savings Act (Not yet reintroduced) * Retirement Plan Simplification and Enhancement Act (Not yet reintroduced) * Receiving Electronic Statements To Improve Retiree Earnings Act (Not yet reintroduced) * Small Businesses Add Value for Employees Act (SAVE Act) (Not yet reintroduced) * Automatic Retirement Plan Act (Not yet reintroduced) * Portability of Lifetime Income and Managed Account Options (Not yet reintroduced) * Retirement Security and Savings Act (S. 1431) * Retirement Parity for Student Loans Act (S. 1428) * The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) * Automatic IRA Act of 2019 (S. 2370) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Stretch IRA Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation as in the following bills: * Financial Stability Oversight Council Improvement Act of 2019 (S. 603) * Financial Stability Oversight Council Improvement Act of 2019 H.R. 3561 FDIC Treatment of Brokered Deposits (H.R. 2572) Section 11 of the Home Owners Loan Act Consumer Financial Choice and Capital Markets Protection Act H.R. 4492 International Insurance Capital Standards Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Business Development Companies Reg BI ESG Disclosure Simplification Act of 2019 (H.R. 4329) A bill to improve laws related to money laundering and other purposes (S.2563) Corporate Transparency Act (H.R. 2513) Housing Finance Reform SEC Proposes Rule Changes for Fund of Funds Arrangements Diversity and Inclusion CARES ACT (H.R. 748)
Retirement Security as in the following bills: * Graduate Student Savings Act of 2019 (S. 448, H.R. 1194) * Retirement Security Act of 2019 (S. 321) * Retirement Enhancement and Savings Act of 2019 (S. 972, H.R. 1007) * Family Savings Act of 2019 (H.R. 1084) * Increasing Access to a Secure Retirement Act of 2019 (H.R. 1439) * Lifetime Income Disclosure Act (S. 1574, H.R. 2367) * Savings Enhancement by Alleviating Leakage in 401(k) Savings Act (Not yet reintroduced) * Retirement Plan Simplification and Enhancement Act (Not yet reintroduced) * Receiving Electronic Statements To Improve Retiree Earnings Act (Not yet reintroduced) * Small Businesses Add Value for Employees Act (SAVE Act) (Not yet reintroduced) * Automatic Retirement Plan Act (Not yet reintroduced) * Portability of Lifetime Income and Managed Account Options (Not yet reintroduced) * Retirement Security and Savings Act (S. 1431) * Retirement Parity for Student Loans Act (S. 1428) * The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) * Automatic IRA Act of 2019 (S. 2370) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Stretch IRA Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus (H.R.1439) Family Savings Act (H.R. 1084) Infrastructure investment by Life Insurers Retirement Enhancement and Savings Act of 2019 (S. 972, HR 1007) Retirement Security and Savings Act (S. 1431) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: * Retirement Parity for Student Loans Act (S. 1428) Stretch IRA HR 1043/S 460 Employer Participation in Repayment Act The Taxpayer First Act (HR 3151)
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus (H.R.1439) Family Savings Act (H.R. 1084) Infrastructure investment by Life Insurers Retirement Enhancement and Savings Act of 2019 (S. 972, H.R. 1007) Retirement Security and Savings Act (S. 1431) The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) Student Loans - Retirement Parity for Student Loans Act (S. 1428) Stretch IRA HR 1043/S 460 Employer Participation in Repayment Act The Taxpayer First Act (HR 3151)
Retirement Security as in the following bills: -Graduate Student Savings Act of 2019 (S. 448, H.R. 1194) -Retirement Security Act of 2019 (S. 321) -Retirement Enhancement and Savings Act of 2019 (S. 972, H.R. 1007) -Family Savings Act of 2019 (H.R. 1084) -Increasing Access to a Secure Retirement Act of 2019 (H.R. 1439) -Lifetime Income Disclosure Act (S. 1574, H.R. 2367) -Savings Enhancement by Alleviating Leakage in 401(k) Savings Act (Not yet reintroduced) -Retirement Plan Simplification and Enhancement Act (Not yet reintroduced) -Receiving Electronic Statements to Improve Retiree Earnings Act (Not yet reintroduced) -Small Businesses Add Value for Employees Act (SAVE Act) (Not yet reintroduced) -Automatic Retirement Plan Act (Not yet reintroduced) -Portability of Lifetime Income and Managed Account Options (Not yet reintroduced) -Retirement Security and Savings Act (S. 1431) -Retirement Parity for Student Loans Act (S. 1428) -The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) - Automatic IRA Act of 2019 (S.2370) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Stretch IRA Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus (H.R.1439) Family Savings Act (H.R. 1084) Infrastructure investment by Life Insurers Retirement Enhancement and Savings Act of 2019 (S. 972, H.R. 1007) Retirement Security and Savings Act (S. 1431) The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) Student Loans - Retirement Parity for Student Loans Act (S. 1428) Stretch IRA HR 1043/S 460 Employer Participation in Repayment Act
Retirement Security as in the following bills: -Graduate Student Savings Act of 2019 (S. 448, H.R. 1194) -Retirement Security Act of 2019 (S. 321) -Retirement Enhancement and Savings Act of 2019 (S. 972, H.R. 1007) -Family Savings Act of 2019 (H.R. 1084) -Increasing Access to a Secure Retirement Act of 2019 (H.R. 1439) -Lifetime Income Disclosure Act (S. 1574, H.R. 2367) -Savings Enhancement by Alleviating Leakage in 401(k) Savings Act (Not yet reintroduced) -Retirement Plan Simplification and Enhancement Act (Not yet reintroduced) -Receiving Electronic Statements to Improve Retiree Earnings Act (Not yet reintroduced) -Small Businesses Add Value for Employees Act (SAVE Act) (Not yet reintroduced) -Automatic Retirement Plan Act (Not yet reintroduced) -Portability of Lifetime Income and Managed Account Options (Not yet reintroduced) -Retirement Security and Savings Act (S. 1431) -Retirement Parity for Student Loans Act (S. 1428) -The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) - Automatic IRA Act of 2019 (S.2370) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Stretch IRA Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus (H.R.1439) Family Savings Act (H.R. 1084) Infrastructure investment by Life Insurers Retirement Enhancement and Savings Act of 2019 (S. 972, H.R. 1007) Retirement Security and Savings Act (S. 1431) The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) Student Loans - Retirement Parity for Student Loans Act (S. 1428) Stretch IRA
Retirement Security as in the following bills: -Graduate Student Savings Act of 2019 (S. 448, H.R. 1194) -Retirement Security Act of 2019 (S. 321) -Retirement Enhancement and Savings Act of 2019 (S. 972, H.R. 1007) -Family Savings Act of 2019 (H.R. 1084) -Increasing Access to a Secure Retirement Act of 2019 (H.R. 1439) -Lifetime Income Disclosure Act (S. 1574, H.R. 2367) -Savings Enhancement by Alleviating Leakage in 401(k) Savings Act (Not yet reintroduced) -Retirement Plan Simplification and Enhancement Act (Not yet reintroduced) -Receiving Electronic Statements to Improve Retiree Earnings Act (Not yet reintroduced) -Small Businesses Add Value for Employees Act (SAVE Act) (Not yet reintroduced) -Automatic Retirement Plan Act (Not yet reintroduced) -Portability of Lifetime Income and Managed Account Options (Not yet reintroduced) -Retirement Security and Savings Act (S. 1431) -Retirement Parity for Student Loans Act (S. 1428) -The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Stretch IRA Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans
Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation as in the following bill: -Financial Stability Oversight Council Improvement Act of 2019 (S. 603) FDIC Treatment of Brokered Deposits (Not yet reintroduced) Section 11 of the Home Owners Loan Act Consumer Financial Choice and Capital Markets Protection Act (Not yet reintroduced) International Insurance Capital Standards Proxy Advisory Firms/Corporate Governance Data Privacy Legislation as in the following bill: -Data Care Act (Not yet reintroduced) Business Development Companies Regulation BI Environmental, Social, and Governance Disclosure
Retirement Security as in the following bills: -Graduate Student Savings Act of 2019 (S. 448, H.R. 1194) -Retirement Security Act of 2019 (S. 321) -Retirement Enhancement and Savings Act of 2019 (S. 972, H.R. 1007) -Family Savings Act of 2019 (H.R. 1084) -Increasing Access to a Secure Retirement Act of 2019 (H.R. 1439) -Lifetime Income Disclosure Act (Not yet reintroduced) -Savings Enhancement by Alleviating Leakage in 401(k) Savings Act (Not yet reintroduced) -Retirement Plan Simplification and Enhancement Act (Not yet reintroduced) -Receiving Electronic Statements To Improve Retiree Earnings Act (Not yet reintroduced) -Small Businesses Add Value for Employees Act (SAVE Act) (Not yet reintroduced) -Automatic Retirement Plan Act (Not yet reintroduced) -Portability of Lifetime Income and Managed Account Options (Not yet reintroduced) -Retirement Security and Savings Act (Not yet reintroduced) -Retirement Parity for Student Loans Act (Not yet reintroduced) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Stretch IRA Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Net Operating Losses Foreign Tax Credit (FTC) Transition Provisions Reserve Deductions Deferred Acquisition Costs Immediate Expensing of Assets Compensation Deduction Limits Dividend Received Deduction Retirement Enhancement and Savings Act (S.2526, H.R.5282) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Family Savings Act (H.R.6757) Retirement, Savings, and Other Tax Relief Act of 2018 (H.R.88)
Federal Reserve Supervision of Savings and Loan Holding Companies as in the following bill: - State Insurance Regulation Preservation Act (H.R.5059) Dodd-Frank Wall Street Reform and Consumer Protection Act in regards to: - Systemic Risk Designation Asset Manager SIFI Designation as in the following bill: - Financial Stability Oversight Council Improvement Act of 2017 (H.R.4061) FDIC Treatment of Brokered Deposits (H.R.3070) Section 11 of the Home Owners Loan Act Consumer Financial Choice and Capital Markets Protection Act of 2017 (H.R.2319) International Insurance Standards Act of 2017 (H.R.4537) Proxy Advisory Firms/Corporate Governance - Corporate Governance Fairness Act (S.3614) Data Privacy Legislation - Data Care Act of 2018 (S.3744)
Federal Reserve Supervision of Savings and Loan Holding Companies as in the following bill: - State Insurance Regulation Preservation Act (H.R.5059) Dodd-Frank Wall Street Reform and Consumer Protection Act in regards to: - Systemic Risk Designation Asset Manager SIFI Designation as in the following bill: - Financial Stability Oversight Council Improvement Act of 2017 (H.R.4061) FDIC Treatment of Brokered Deposits Section 11 of the Home Owners Loan Act Consumer Financial Choice and Capital Markets Protection Act of 2017 (H.R.2319) International Insurance Standards Act of 2017 (H.R.4537)
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Net Operating Losses Foreign Tax Credit (FTC) Transition Provisions Reserve Deductions Deferred Acquisition Costs Immediate Expensing of Assets Compensation Deduction Limits Dividend Received Deduction Retirement Enhancement and Savings Act (S.2526, H.R.5282) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Family Savings Act (H.R.6757)
Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation as in the following bills: -Financial Stability Oversight Council Improvement Act of 2019 (S. 603) -Financial Stability Oversight Council Improvement Act H.R.3561 FDIC Treatment of Brokered Deposits (H.R. 2572) Section 11 of the Home Owners Loan Act Consumer Financial Choice and Capital Markets Protection Act H.R. 4492 International Insurance Capital Standards Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Business Development Companies Reg BI ESG Disclosure Simplification Act of 2019 (H.R.4329) A bill to improve laws related to money laundering and other purposes (S.2563) Corporate Transparency Act (H.R. 2513) Housing Finance Reform SEC Proposes Rule Changes for Fund of Funds Arrangements
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation as in the following bills: -Financial Stability Oversight Council Improvement Act of 2019 (S. 603) -Financial Stability Oversight Council Improvement Act H.R.3561 FDIC Treatment of Brokered Deposits (H.R. 2572) Section 11 of the Home Owners Loan Act Consumer Financial Choice and Capital Markets Protection Act H.R. 4492 International Insurance Capital Standards Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Business Development Companies Reg BI ESG Disclosure Simplification Act of 2019 (H.R.4329) A bill to improve laws related to money laundering and other purposes (S.2563) Corporate Transparency Act (H.R. 2513) Housing Finance Reform SEC Proposes Rule Changes for Fund of Funds Arrangements
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation as in the following bills: -Financial Stability Oversight Council Improvement Act of 2019 (S. 603) -H.R.3561 FDIC Treatment of Brokered Deposits (H.R. 2572) Section 11 of the Home Owners Loan Act Consumer Financial Choice and Capital Markets Protection Act (Not yet reintroduced) International Insurance Capital Standards Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Business Development Companies Reg BI ESG Disclosure Corporate Transparency Act (H.R. 2513) Housing Finance Reform
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus (H.R. 1439) Family Savings Act (H.R. 1084) Infrastructure investment by life insurers Student Loans Stretch IRA
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Retirement Security as in the following bills: - Lifetime Income Disclosure Act (S.868, H.R.2055) - Graduate Student Savings Act (S.1379, H.R.3136) - Savings Enhancement by Alleviating Leakage in 401(k) Savings Act (H.R.2030, S.940, H.R.1, S.1) - Retirement Plan Simplification and Enhancement Act (H.R.4524) - Receiving Electronic Statements to Improve Retiree Earnings Act (H.R.4610, S.3795) - Small Businesses Add Value for Employees Act (SAVE Act) (H.R.4637) - Increasing Access to a Secure Retirement Act of 2017 Bill Text (H.R.4604) - Automatic Retirement Plan Act of 2017 (H.R.4523) - Portability of Lifetime Income and Managed Account Options (H.R.3910) - Retirement Security for American Workers Act (H.R.854) - Retirement Security Act of 2017 (S.1383) - Retirement Enhancement and Savings Act (S.2526, H.R.5282) - Family Savings Act (H.R.6757) - Retirement Security and Savings Act of 2018 (S.3781) - Portable Retirement and Investment Account Act of 2018 (H.R.6990) - Retirement, Savings, and Other Tax Relief Act of 2018 (H.R.88) - Retirement Parity for Student Loans Act (S.3771) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Stretch IRA Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Treasury and IRS Proposed Regulations on Hardship Distribution Changes DOL Proposed Rule on Association Retirement Plans
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Retirement Security as in the following bills: - Senior$afe Act of 2017 (S.223, H.R.3758) - Lifetime Income Disclosure Act (S.868, H.R.2055) - Graduate Student Savings Act (S.1379, H.R.3136) - Savings Enhancement by Alleviating Leakage in 401(k) Savings Act (H.R.2030, S.940, H.R.1, S.1) - Retirement Plan Simplification and Enhancement Act (H.R.4524) - Receiving Electronic Statements to Improve Retiree Earnings Act (H.R.4610) - Small Businesses Add Value for Employees Act (SAVE Act) (H.R.4637) - Increasing Access to a Secure Retirement Act of 2017 Bill Text (H.R.4604) - Automatic Retirement Plan Act of 2017 (H.R.4523) - Portability of Lifetime Income and Managed Account Options (H.R.3910) - Retirement Security for American Workers Act (H.R.854) - Retirement Security Act of 2017 (S.1383) - Retirement Enhancement and Savings Act (S.2526, H.R.5282) - Family Savings Act (H.R.6757) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Stretch IRA Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans
Filing targets: Federal Deposit Insurance Corporation (FDIC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of