Reported covered position: Senior Finance Counsel, Senator Bingaman
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.
Retail Investor Protection Act
Client: BROKER/DEALER COORDINATION GROUP · Firm: DAVIS & HARMAN LLP
Issues related to the effect of the Department of Labor's fiduciary definition regulation and coordination of such regulation with possible SEC action on broker/dealer standard of care. H.R. 1090, Retail Protection Act.
Receiving Electronic Statements To Improve Retiree Earnings Act
Client: SPARK INSTITUTE · Firm: DAVIS & HARMAN LLP
Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to recordkeeping simplification for 401(k) plans. Issues related to the Department of Labors proposed regulation defining fiduciary for investment advice purposes. H.R. 2656, Receiving Electronic Statements to Improve Retiree Earnings Act.
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
AMERICAN SENIORS HOUSING ASSN via DAVIS & HARMAN LLP
2015 · second_quarter · Q2
Proposals related to reform of government-sponsored entities.
Proposals relating to seniors housing, seniors housing residences, and long-term care insurance. Changes in the tax treatment of real estate, including carried interest, like-kind exchanges, and depreciation. Proposals to retain the 71/2% medical expense deduction for individuals age 65 and older.
Source: Senate LDA
| NATIONWIDE INSURANCE COMPANIES |
| 16 |
| 2011–2015 |
| TRANSAMERICA LIFE INSURANCE COMPANY | 16 | 2011–2015 |
| AMERICAN BENEFITS COUNCIL | 15 | 2011–2015 |
| AMERICAN SENIORS HOUSING ASSN | 15 | 2011–2015 |
| COMMITTEE OF ANNUITY INSURERS | 12 | 2012–2015 |
| HUMAN RIGHTS CAMPAIGN | 12 | 2011–2014 |
| METROPOLITAN LIFE INSURANCE CO | 11 | 2011–2012 |
| EDWARD JONES INVESTMENTS | 9 | 2013–2015 |
| SPARK INSTITUTE | 8 | 2013–2015 |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSN | 7 | 2013–2015 |
| PRINCIPAL LIFE INSURANCE COMPANY | 7 | 2011–2013 |
| LINCOLN NATIONAL CORPORATION | 6 | 2013–2014 |
| GENERAL MOTORS ASSET MANAGEMENT CORP | 5 | 2011–2012 |
| GENERAL MOTORS CORP | 5 | 2011–2012 |
Receiving Electronic Statements To Improve Retiree Earnings Act
Client: TIAA · Firm: DAVIS & HARMAN LLP
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. H.R. 2656, Receiving Electronic Statements to Improve Retiree Earnings Act.
Receiving Electronic Statements To Improve Retiree Earnings Act
Client: VANGUARD GROUP · Firm: DAVIS & HARMAN LLP
Issues related to tax incentives for retirement savings. Issues related to employee benefit plan administration and electronic delivery of ERISA-mandated statements and disclosures. H.R. 2656, Receiving Electronic Statements to Improve Retiree Earnings Act.
Receiving Electronic Statements To Improve Retiree Earnings Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: DAVIS & HARMAN LLP
Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC-and ERISA-mandated statements and disclosures. Proposals to increase PBGC premiums. Issues related to lifetime income. Proposals related to tax treatment of retirement plans, IRAs, and annuity products. Issues related to the Department of Labors proposed regulation defining fiduciary for investment advice purposes. H.R. 2656, Receiving Electronic Statements to Improve Retiree Earnings Act.
Retirement Security Act of 2015
Client: TRANSAMERICA LIFE INSURANCE COMPANY · Firm: DAVIS & HARMAN LLP
Proposals related to retirement plans for small business. Proposals to reform the multiple employer plan rules. Guidance related to nondiscrimination rules for defined contribution plan annuity investment products. Issues related to tax incentives for retirement savings. Issues related to income investment options. Proposals related to electronic disclosure. S.266/H.R. 557, Retirement Security Act.
Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding. Issues related to tax incentives for retirement savings. Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals to increase PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to PBGC collections and PBGC disclosure issues. Proposals related to electronic disclosure of information under ERISA. Proposals regarding compliance of retirement plans. Issues related to use of brokerage windows in defined contribution plans. Proposals to reform the multiple employer plans rules. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. Proposals related to stretch IRAs. Retirement provisions in the President's FY 2016 budget. Issues related to access to death master file. Issues related to government issued mortality tables. Proposals to amend the nondiscrimination provisions to protect older, longer service employees. Issues related to swap, margin, and capital rules. S. 266/H.R. 557, Retirement Security Act.
Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding. Issues related to tax incentives for retirement savings. Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals to increase PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to PBGC collections and PBGC disclosure issues. Proposals related to electronic disclosure of information under ERISA. Proposals regarding compliance of retirement plans. Issues related to use of brokerage windows in defined contribution plans. Proposals to reform the multiple employer plans rules. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. Proposals related to stretch IRAs. Retirement provisions in the President's FY 2016 budget. Issues related to access to death master file. Issues related to government issued mortality tables. Proposals to amend the nondiscrimination provisions to protect older, longer service employees. Issues related to swap, margin, and capital rules. S. 266/H.R. 557, Retirement Security Act.
Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding. Issues related to tax incentives for retirement savings. Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals to increase PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to PBGC collections and PBGC disclosure issues. Proposals related to electronic disclosure of information under ERISA. Proposals regarding compliance of retirement plans. Issues related to use of brokerage windows in defined contribution plans. Proposals to reform the multiple employer plans rules. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. Proposals related to stretch IRAs. Retirement provisions in the President's FY 2016 budget. Issues related to access to death master file. Issues related to government issued mortality tables. Proposals to amend the nondiscrimination provisions to protect older, longer service employees. Issues related to swap, margin, and capital rules. S. 266/H.R. 557, Retirement Security Act.
Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding. Issues related to tax incentives for retirement savings. Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals to increase PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to PBGC collections and PBGC disclosure issues. Proposals related to electronic disclosure of information under ERISA. Proposals regarding compliance of retirement plans. Issues related to use of brokerage windows in defined contribution plans. Proposals to reform the multiple employer plans rules. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. Proposals related to stretch IRAs. Retirement provisions in the President's FY 2016 budget. Issues related to access to death master file. Issues related to government issued mortality tables. Proposals to amend the nondiscrimination provisions to protect older, longer service employees. Issues related to swap, margin, and capital rules. S. 266/H.R. 557, Retirement Security Act.
Retirement Security Act of 2015
Client: TRANSAMERICA LIFE INSURANCE COMPANY · Firm: DAVIS & HARMAN LLP
Proposals related to retirement plans for small business. Proposals to reform the multiple employer plan rules. Guidance related to nondiscrimination rules for defined contribution plan annuity investment products. Issues related to tax incentives for retirement savings. Issues related to income investment options. Proposals related to electronic disclosure. S.266/H.R. 557, Retirement Security Act.
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals to amend the required minimum distribution rules to restrict the availability of stretch payments to beneficiaries, including S. 953, the Student Loan Affordability Act. S. 1270, SAFE Act, Preserving Americas Transit and Highways Act, H.R. 1, Tax Reform Act of 2014.
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals to amend the required minimum distribution rules to restrict the availability of stretch payments to beneficiaries, including S. 953, the Student Loan Affordability Act. S. 1270, SAFE Act, Preserving Americas Transit and Highways Act, H.R. 1, Tax Reform Act of 2014.
Student Loan Affordability Act
Client: COMMITTEE OF ANNUITY INSURERS · Firm: DAVIS & HARMAN LLP
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals to amend the required minimum distribution rules to restrict the availability of stretch payments to beneficiaries, including S. 953, the Student Loan Affordability Act. S. 1270, SAFE Act, Preserving Americas Transit and Highways Act, H.R. 1, Tax Reform Act of 2014.
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals to amend the required minimum distribution rules to restrict the availability of stretch payments to beneficiaries, including S. 953, the Student Loan Affordability Act. S.1270, SAFE Act, Preserving America's Transit and Highways Act, H.R. 1, Tax Reform Act of 2014.
Retirement Plan Simplification and Enhancement Act of 2013
Client: VANGUARD GROUP · Firm: DAVIS & HARMAN LLP
Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Issues related to retirement target date funds. Issues related to tax incentives for retirement savings. Issues related to employee benefit plan administration and electronic delivery of ERISA-mandated statements and disclosures. Consolidation of ERISA-required notices. H.R. 2117, Retirement Simplification Act.
Retirement Plan Simplification and Enhancement Act of 2013
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: DAVIS & HARMAN LLP
Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Issues related to retirement target date funds. Issues related to tax incentives for retirementsavings. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals related to tax relief for disaster victims. Proposals to enhance incentives for employers that voluntarily offer qualified retirement plans. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Proposals to increase PBGC premiums. Issues related to lifetime income. Issues related to use of brokerage windows in defined contribution plans. H.R. 2117, Retirement Plan Simplification. Proposals related to tax treatment of retirement plans, IRAs, and annuity products. Proposals that would consolidate various retirement and IRA types.
Retirement Plan Simplification and Enhancement Act of 2013
Client: TRANSAMERICA LIFE INSURANCE COMPANY · Firm: DAVIS & HARMAN LLP
Proposals related to establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Proposals to reform the multiple employer plan rules. Guidance related to nondiscrimination rules for defined contribution plan annuity investment products. Issues related to tax incentives for retirement savings. Issues related to lifetime income investment options. Proposals to consolidate various retirement plan and IRA types. Proposals related to electronicdisclosure. H.R. 2117, Retirement Plan Simplification Act. S.1270, SAFE Retirement Act. S. 1970, Retirement Security Act.
Retirement Plan Simplification and Enhancement Act of 2013
Client: AMERICAN BENEFITS COUNCIL · Firm: DAVIS & HARMAN LLP
Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Proposals relating to defined benefit plan funding. Issues related to regulations addressing liability for partial termination of defined benefit plans. Issues related to tax incentives for retirement savings and DOL fee disclosure proposals. H.R. 2117, Retirement Plan Simplification Act.Retirement recommendations contained in the final report of the National Commission on Fiscal Responsibility and Reform. Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals to increase PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to PBGC collections and PBGC disclosure issues. Proposals related to electronic disclosure of information under ERISA. Proposals regarding compliance of retirement plans. FASB pension accounting. S. 1979, USA Retirement Act. Issues related to use of brokerage windows in defined contribution plans. Proposals to reform the multiple employer plan rules. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. S. 1270, SAFE Retirement Act. Proposals related to stretch IRAs, including S. 953, The Student Loan Affordability Act. S. 1970, Retirement Security Act. Retirement provisions in the President's FY 2015 budget. Issues related to access to death master file. S. 2540, Patriot Employee Tax Credit Act. H. R. 5021, Highway and Transportation Funding Act. S. 2855, Retirement Security Preservation Act. H. R. 5381, to amend the nondiscrimination provisions to protect older, longer service employees. Issues related to government issued mortality tables. H.R. 83, Consolidated and Further Continuing Appropriations Act. H.R. 5771, Tax Increase Prevention Act.
Retirement Plan Simplification and Enhancement Act of 2013
Client: VANGUARD GROUP · Firm: DAVIS & HARMAN LLP
Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Issues related to retirement target date funds. Issues related to tax incentives for retirement savings. Issues related to employee benefit plan administration and electronic delivery of ERISA-mandated statements and disclosures. Consolidation of ERISA-required notices. H.R. 2117, Retirement Simplification Act.
Retirement Plan Simplification and Enhancement Act of 2013
Client: TIAA · Firm: DAVIS & HARMAN LLP
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues relating to public-sector plan design. Proposals relating to IRS relief for disaster victims. Proposals related to governmental pick-up contributions. Issues related to lifetime income productsin qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Proposals that would combine various retirement plan and IRA types. H.R. 2117, Retirement Plan Simplification Act. Proposals related to tax treatment of retirement plans, IRAs, and annuity products. Issues related to employee benefit plan administration and electronic delivery of ERISA-mandated statements and disclosures.
Retirement Plan Simplification and Enhancement Act of 2013
Client: NATIONWIDE INSURANCE COMPANIES · Firm: DAVIS & HARMAN LLP
Proposals to expand retirement plan coverage, including proposals to reform the multiple employer plan rules. Proposals related to creation of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Issues related to the Department of Labor's proposed regulation defining fiduciary. Qualified plan issues.Issues related to EPCRS. Tax incentives for 457 plans. Application of the Volcker rule to insurance company general accounts. Proposals that would consolidate various retirement and IRA types. Proposals related to annuity incentives. Issues related to use of brokerage windows in defined contribution plans. H.R. 2117, Retirement Plan Simplification Act. S. 1270, SAFE Retirement Act.
Retirement Plan Simplification and Enhancement Act of 2013
Client: TIAA · Firm: DAVIS & HARMAN LLP
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues relating to public-sector plan design. Proposals relating to IRS relief for disaster victims. Proposals related to governmental pick-up contributions. Issues related to lifetime income productsin qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Proposals that would combine various retirement plan and IRA types. H.R. 2117, Retirement Plan Simplification Act. Proposals related to tax treatment of retirement plans, IRAs, and annuity products.
Retirement Plan Simplification and Enhancement Act of 2013
Client: TRANSAMERICA LIFE INSURANCE COMPANY · Firm: DAVIS & HARMAN LLP
Proposals related to establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Proposals to reform the multiple employer plan rules. Guidance related to nondiscrimination rules for defined contribution plan annuity investment products. Issues related to tax incentives for retirement savings. Issues related to lifetime income investment options. Proposals to consolidate various retirement plan and IRA types. Proposals related to electronicdisclosure. H.R. 2117, Retirement Plan Simplification Act. S.1270, SAFE Retirement Act. S. 1970, Retirement Security Act.
Retirement Plan Simplification and Enhancement Act of 2013
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: DAVIS & HARMAN LLP
Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Issues related to retirement target date funds. Issues related to tax incentives for retirementsavings. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals related to tax relief for disaster victims. Proposals to enhance incentives for employers that voluntarily offer qualified retirement plans. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Proposals to increase PBGC premiums. Issues related to lifetime income. Issues related to use of brokerage windows in defined contribution plans. H.R. 2117, Retirement Plan Simplification. Proposals related to tax treatment of retirement plans, IRAs, and annuity products. Proposals that would consolidate various retirement and IRA types.
Retirement Plan Simplification and Enhancement Act of 2013
Client: TIAA · Firm: DAVIS & HARMAN LLP
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues relating to public-sector plan design. Proposals relating to IRS relief for disaster victims. Proposals related to governmental pick-up contributions. Issues related to lifetime income productsin qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Proposals that would combine various retirement plan and IRA types. H.R. 2117, Retirement Plan Simplification Act. Proposals related to tax treatment of retirement plans, IRAs, and annuity products. Issues related to employee benefit plan administration and electronic delivery of ERISA-mandated statements and disclosures.
Retirement Plan Simplification and Enhancement Act of 2013
Client: VANGUARD GROUP · Firm: DAVIS & HARMAN LLP
Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Issues related to retirement target date funds. Issues related to tax incentives for retirement savings. Issues related to employee benefit plan administration and electronic delivery of ERISA-mandated statements and disclosures. Consolidation of ERISA-required notices. H.R. 2117, Retirement Simplification Act.
Retirement Plan Simplification and Enhancement Act of 2013
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: DAVIS & HARMAN LLP
Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Issues related to retirement target date funds. Issues related to tax incentives for retirementsavings. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals related to tax relief for disaster victims. Proposals to enhance incentives for employers that voluntarily offer qualified retirement plans. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Proposals to increase PBGC premiums. Issues related to lifetime income. Issues related to use of brokerage windows in defined contribution plans. H.R. 2117, Retirement Plan Simplification. Proposals related to tax treatment of retirement plans, IRAs, and annuity products. Proposals that would consolidate various retirement and IRA types.
Retirement Plan Simplification and Enhancement Act of 2013
Client: NATIONWIDE INSURANCE COMPANIES · Firm: DAVIS & HARMAN LLP
Proposals to expand retirement plan coverage, including proposals to reform the multiple employer plan rules. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Issues related to the Department of Labor's proposed regulation defining fiduciary. Qualified plan issues.Issues related to EPCRS. Tax incentives for 457 plans. Application of the Volcker rule to insurance company general accounts. Proposals that would consolidate various retirement and IRA types. Proposals related to annuity incentives. Issues related to use of brokerage windows in defined contribution plans. H.R. 2117, Retirement Plan Simplification Act. S. 1270, SAFE Retirement Act.
Retirement Plan Simplification and Enhancement Act of 2013
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: DAVIS & HARMAN LLP
Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Issues related to retirement target date funds. Issues related to tax incentives for retirementsavings. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals related to tax relief for disaster victims. Proposals to enhance incentives for employers that voluntarily offer qualified retirement plans. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Proposals to increase PBGC premiums. Issues related to lifetime income. Issues related to use of brokerage windows in defined contribution plans. H.R. 2117, Retirement Plan Simplification. Proposals related to tax treatment of retirement plans, IRAs, and annuity products. Proposals that would consolidate various retirement and IRA types.
Retirement Plan Simplification and Enhancement Act of 2013
Client: AMERICAN BENEFITS COUNCIL · Firm: DAVIS & HARMAN LLP
Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Proposals relating to defined benefit plan funding. Issues related to regulations addressing liability for partial termination of defined benefit plans. Issues related to tax incentives for retirement savings and DOL fee disclosure proposals. H.R. 2117, Retirement Plan Simplification Act.Retirement recommendations contained in the final report of the National Commission on Fiscal Responsibility and Reform. Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals to increase PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to PBGC collections and PBGC disclosure issues. Proposals related to electronic disclosure of information under ERISA. Proposals regarding compliance of retirement plans. FASB pension accounting. S. 1979, USA Retirement Act. Issues related to use of brokerage windows in defined contribution plans. Proposals to reform the multiple employer plan rules. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. S. 1270, SAFE Retirement Act. Proposals related to stretch IRAs, including S. 953, The Student Loan Affordability Act. S. 1970, Retirement Security Act. Retirement provisions in the President's FY 2015 budget. Issues related to access to death master file. Preserving America's Transit and Highway Act (no bill number). S. 2540, Patriot Employee Tax Credit Act.
Retirement Plan Simplification and Enhancement Act of 2013
Client: VANGUARD GROUP · Firm: DAVIS & HARMAN LLP
Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Issues related to retirement target date funds. Issues related to tax incentives for retirement savings. Issues related to employee benefit plan administration and electronic delivery of ERISA-mandated statements and disclosures. Consolidation of ERISA-required notices. H.R. 2117, Retirement Simplification Act.
Retirement Plan Simplification and Enhancement Act of 2013
Client: TRANSAMERICA LIFE INSURANCE COMPANY · Firm: DAVIS & HARMAN LLP
Proposals related to establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Proposals to reform the multiple employer plan rules. Guidance related to nondiscrimination rules for defined contribution plan annuity investment products. Issues related to tax incentives for retirement savings. Issues related to lifetime income investment options. Proposals to consolidate various retirement plan and IRA types. Proposals related to electronicdisclosure. H.R. 2117, Retirement Plan Simplification Act. S.1270, SAFE Retirement Act. S. 1970, Retirement Security Act.
Retirement Plan Simplification and Enhancement Act of 2013
Client: TRANSAMERICA LIFE INSURANCE COMPANY · Firm: DAVIS & HARMAN LLP
Proposals related to establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Proposals to reform the multiple employer plan rules. Guidance related to nondiscrimination rules for defined contribution plan annuity investment products. Issues related to tax incentives for retirement savings. Issues related to lifetime income investment options. Proposals to consolidate various retirement plan and IRA types. Proposals related to electronicdisclosure. H.R. 2117, Retirement Plan Simplification Act. S.1270, SAFE Retirement Act. S. 1970, Retirement Security Act.
Retirement Plan Simplification and Enhancement Act of 2013
Client: NATIONWIDE INSURANCE COMPANIES · Firm: DAVIS & HARMAN LLP
Proposals to expand retirement plan coverage, including proposals to reform the multiple employer plan rules. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Issues related to the Department of Labor's proposed regulation defining fiduciary. Qualified plan issues.Issues related to EPCRS. Tax incentives for 457 plans. Application of the Volcker rule to insurance company general accounts. Proposals that would consolidate various retirement and IRA types. Proposals related to annuity incentives. Issues related to use of brokerage windows in defined contribution plans. H.R. 2117, Retirement Plan Simplification Act. S. 1270, SAFE Retirement Act.
Retirement Plan Simplification and Enhancement Act of 2013
Client: AMERICAN BENEFITS COUNCIL · Firm: DAVIS & HARMAN LLP
Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Proposals relating to defined benefit plan funding. Issues related to regulations addressing liability for partial termination of defined benefit plans. Issues related to tax incentives for retirement savings and DOL fee disclosure proposals. H.R. 2117, Retirement Plan Simplification Act.Retirement recommendations contained in the final report of the National Commission on Fiscal Responsibility and Reform. Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals to increase PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to PBGC collections and PBGC disclosure issues. Proposals related to electronic disclosure of information under ERISA. Proposals regarding compliance of retirement plans. FASB pension accounting. S. 1979, USA Retirement Act. Issues related to use of brokerage windows in defined contribution plans. Proposals to reform the multiple employer plan rules. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. S. 1270, SAFE Retirement Act. Proposals related to stretch IRAs, including S. 953, The Student Loan Affordability Act. S. 1970, Retirement Security Act. Retirement provisions in the President's FY 2015 budget. Issues related to access to death master file.
Retirement Plan Simplification and Enhancement Act of 2013
Client: TRANSAMERICA LIFE INSURANCE COMPANY · Firm: DAVIS & HARMAN LLP
Proposals related to establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Proposals to reform the multiple employer plan rules. Guidance related to nondiscrimination rules for defined contribution plan annuity investment products. Issues related to tax incentives for retirement savings. Issues related to lifetime income investment options. Proposals to consolidate various retirement plan and IRA types. Proposals related to electronicdisclosure. H.R. 2117, Retirement Plan Simplification Act. S.1270, SAFE Retirement Act. S. 1970, Retirement Security Act.
Retirement Plan Simplification and Enhancement Act of 2013
Client: TIAA · Firm: DAVIS & HARMAN LLP
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues relating to public-sector plan design. Proposals relating to IRS relief for disaster victims. Proposals related to governmental pick-up contributions. Issues related to lifetime income productsin qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Proposals that would combine various retirement plan and IRA types. H.R. 2117, Retirement Plan Simplification Act. Proposals related to tax treatment of retirement plans, IRAs, and annuity products.
Retirement Plan Simplification and Enhancement Act of 2013
Client: AMERICAN BENEFITS COUNCIL · Firm: DAVIS & HARMAN LLP
Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Proposals relating to defined benefit plan funding. Issues related to regulations addressing liability for partial termination of defined benefit plans. Issues related to tax incentives for retirement savings and DOL fee disclosure proposals. H.R. 2117, Retirement Plan Simplification Act.Retirement recommendations contained in the final report of the National Commission on Fiscal Responsibility and Reform. Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals to increase PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to PBGC collections and PBGC disclosure issues. Proposals related to electronic disclosure of information under ERISA. Proposals regarding compliance of retirement plans. FASB pension accounting. S. 1979, USA Retirement Act. Issues related to use of brokerage windows in defined contribution plans. Proposals to reform the multiple employer plan rules. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. S. 1270, SAFE Retirement Act. Proposals related to stretch IRAs, including S. 953, The Student Loan Affordability Act. S. 1970, Retirement Security Act. Retirement provisions in the President's FY 2015 budget. Issues related to access to death master file. S. 2540, Patriot Employee Tax Credit Act. H. R. 5021, Highway and Transportation Funding Act. S. 2855, Retirement Security Preservation Act. H. R. 5381, to amend the nondiscrimination provisions to protect older, longer service employees. Issues related to government issued mortality tables.
Retirement Plan Simplification and Enhancement Act of 2013
Client: NATIONWIDE INSURANCE COMPANIES · Firm: DAVIS & HARMAN LLP
Proposals to expand retirement plan coverage, including proposals to reform the multiple employer plan rules. Proposals related to creation of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Issues related to the Department of Labor's proposed regulation defining fiduciary. Qualified plan issues.Issues related to EPCRS. Tax incentives for 457 plans. Application of the Volcker rule to insurance company general accounts. Proposals that would consolidate various retirement and IRA types. Proposals related to annuity incentives. Issues related to use of brokerage windows in defined contribution plans. H.R. 2117, Retirement Plan Simplification Act. S. 1270, SAFE Retirement Act.
Charitable Pension Flexibility Act of 2013
Client: NATIONAL RURAL ELECTRIC COOPERATIVE ASSN · Firm: DAVIS & HARMAN LLP
Normal retirement age proposals, including Preserving America's Transit and Highways Act. Proposals related to increased PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Proposals to reform the multiple employer plan rules. S. 1302/H.R. 4275, Cooperative and Small Employer Charity Pension Flexibility Act. H.R. 2134, Charitable Pension Flexibility Act of 2013. S. 1270, SAFE Retirement Act.
Charitable Pension Flexibility Act of 2013
Client: NATIONAL RURAL ELECTRIC COOPERATIVE ASSN · Firm: DAVIS & HARMAN LLP
Normal retirement age proposals, including Preserving America's Transit and Highways Act. Proposals related to increased PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Proposals to reform the multiple employer plan rules. S.1302/H.R. 4275, Cooperative and Small Employer Charity Pension Flexibility Act. H.R. 2134, Charitable Pension Flexibility Act of 2013. S. 1270, SAFE Retirement Act.
Charitable Pension Flexibility Act of 2013
Client: NATIONAL RURAL ELECTRIC COOPERATIVE ASSN · Firm: DAVIS & HARMAN LLP
Normal retirement age proposals. Proposals related to increased PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Proposals to reform the multiple employer plan rules. S.1302/H.R. 4275, Cooperative and Small Employer Charity Pension Flexibility Act. H.R. 2134, Charitable Pension Flexibility Act of 2013. S. 1270, SAFE Retirement Act.
Charitable Pension Flexibility Act of 2013
Client: NATIONAL RURAL ELECTRIC COOPERATIVE ASSN · Firm: DAVIS & HARMAN LLP
Normal retirement age proposals. Proposals related to increased PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Proposals to reform the multiple employer plan rules. S. 1302/H.R. 4275, Cooperative and Small Employer Charity Pension Flexibility Act. H.R. 2134, Charitable Pension Flexibility Act of 2013. S. 1270, SAFE Retirement Act.
Protecting American Taxpayers and Homeowners Act of 2013
Client: AMERICAN SENIORS HOUSING ASSN · Firm: DAVIS & HARMAN LLP
Proposals related to reform of government-sponsored entities. H. R. 2767, PATH Act, S. 1217, Housing Finance Reform and Taxpayer Protection Act.
Protecting American Taxpayers and Homeowners Act of 2013
Client: AMERICAN SENIORS HOUSING ASSN · Firm: DAVIS & HARMAN LLP
Proposals related to reform of government-sponsored entities. H. R. 2767, PATH Act, S. 1217, Housing Finance Reform and Taxpayer Protection Act.
Protecting American Taxpayers and Homeowners Act of 2013
Client: AMERICAN SENIORS HOUSING ASSN · Firm: DAVIS & HARMAN LLP
Proposals related to reform of government-sponsored entities. H. R. 2767, PATH Act, S. 1217, Housing Finance Reform and Taxpayer Protection Act.
Protecting American Taxpayers and Homeowners Act of 2013
Client: AMERICAN SENIORS HOUSING ASSN · Firm: DAVIS & HARMAN LLP
Proposals related to reform of government-sponsored entities. H. R. 2767, PATH Act, S. 1217, Housing Finance Reform and Taxpayer Protection Act.
Cooperative and Small Employer Charity Pension Flexibility Act
Client: NATIONAL RURAL ELECTRIC COOPERATIVE ASSN · Firm: DAVIS & HARMAN LLP
Normal retirement age proposals, including Preserving America's Transit and Highways Act. Proposals related to increased PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Proposals to reform the multiple employer plan rules. S. 1302/H.R. 4275, Cooperative and Small Employer Charity Pension Flexibility Act. H.R. 2134, Charitable Pension Flexibility Act of 2013. S. 1270, SAFE Retirement Act.
Cooperative and Small Employer Charity Pension Flexibility Act
Client: NATIONAL RURAL ELECTRIC COOPERATIVE ASSN · Firm: DAVIS & HARMAN LLP
Normal retirement age proposals. Proposals related to increased PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Proposals to reform the multiple employer plan rules. S. 1302/H.R. 4275, Cooperative and Small Employer Charity Pension Flexibility Act. H.R. 2134, Charitable Pension Flexibility Act of 2013. S. 1270, SAFE Retirement Act.
Cooperative and Small Employer Charity Pension Flexibility Act
Client: NATIONAL RURAL ELECTRIC COOPERATIVE ASSN · Firm: DAVIS & HARMAN LLP
Normal retirement age proposals, including Preserving America's Transit and Highways Act. Proposals related to increased PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Proposals to reform the multiple employer plan rules. S.1302/H.R. 4275, Cooperative and Small Employer Charity Pension Flexibility Act. H.R. 2134, Charitable Pension Flexibility Act of 2013. S. 1270, SAFE Retirement Act.
Cooperative and Small Employer Charity Pension Flexibility Act
Client: NATIONAL RURAL ELECTRIC COOPERATIVE ASSN · Firm: DAVIS & HARMAN LLP
Normal retirement age proposals. Proposals related to increased PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Proposals to reform the multiple employer plan rules. S.1302/H.R. 4275, Cooperative and Small Employer Charity Pension Flexibility Act. H.R. 2134, Charitable Pension Flexibility Act of 2013. S. 1270, SAFE Retirement Act.
Highway and Transportation Funding Act of 2014
Client: AMERICAN BENEFITS COUNCIL · Firm: DAVIS & HARMAN LLP
Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Proposals relating to defined benefit plan funding. Issues related to regulations addressing liability for partial termination of defined benefit plans. Issues related to tax incentives for retirement savings and DOL fee disclosure proposals. H.R. 2117, Retirement Plan Simplification Act.Retirement recommendations contained in the final report of the National Commission on Fiscal Responsibility and Reform. Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals to increase PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to PBGC collections and PBGC disclosure issues. Proposals related to electronic disclosure of information under ERISA. Proposals regarding compliance of retirement plans. FASB pension accounting. S. 1979, USA Retirement Act. Issues related to use of brokerage windows in defined contribution plans. Proposals to reform the multiple employer plan rules. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. S. 1270, SAFE Retirement Act. Proposals related to stretch IRAs, including S. 953, The Student Loan Affordability Act. S. 1970, Retirement Security Act. Retirement provisions in the President's FY 2015 budget. Issues related to access to death master file. S. 2540, Patriot Employee Tax Credit Act. H. R. 5021, Highway and Transportation Funding Act. S. 2855, Retirement Security Preservation Act. H. R. 5381, to amend the nondiscrimination provisions to protect older, longer service employees. Issues related to government issued mortality tables. H.R. 83, Consolidated and Further Continuing Appropriations Act. H.R. 5771, Tax Increase Prevention Act.
Highway and Transportation Funding Act of 2014
Client: AMERICAN BENEFITS COUNCIL · Firm: DAVIS & HARMAN LLP
Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Proposals relating to defined benefit plan funding. Issues related to regulations addressing liability for partial termination of defined benefit plans. Issues related to tax incentives for retirement savings and DOL fee disclosure proposals. H.R. 2117, Retirement Plan Simplification Act.Retirement recommendations contained in the final report of the National Commission on Fiscal Responsibility and Reform. Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals to increase PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to PBGC collections and PBGC disclosure issues. Proposals related to electronic disclosure of information under ERISA. Proposals regarding compliance of retirement plans. FASB pension accounting. S. 1979, USA Retirement Act. Issues related to use of brokerage windows in defined contribution plans. Proposals to reform the multiple employer plan rules. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. S. 1270, SAFE Retirement Act. Proposals related to stretch IRAs, including S. 953, The Student Loan Affordability Act. S. 1970, Retirement Security Act. Retirement provisions in the President's FY 2015 budget. Issues related to access to death master file. S. 2540, Patriot Employee Tax Credit Act. H. R. 5021, Highway and Transportation Funding Act. S. 2855, Retirement Security Preservation Act. H. R. 5381, to amend the nondiscrimination provisions to protect older, longer service employees. Issues related to government issued mortality tables.
To amend the nondiscrimination provisions of the Internal Revenue Code of 1986 to protect older, longer service participants.
Client: AMERICAN BENEFITS COUNCIL · Firm: DAVIS & HARMAN LLP
Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Proposals relating to defined benefit plan funding. Issues related to regulations addressing liability for partial termination of defined benefit plans. Issues related to tax incentives for retirement savings and DOL fee disclosure proposals. H.R. 2117, Retirement Plan Simplification Act.Retirement recommendations contained in the final report of the National Commission on Fiscal Responsibility and Reform. Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals to increase PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to PBGC collections and PBGC disclosure issues. Proposals related to electronic disclosure of information under ERISA. Proposals regarding compliance of retirement plans. FASB pension accounting. S. 1979, USA Retirement Act. Issues related to use of brokerage windows in defined contribution plans. Proposals to reform the multiple employer plan rules. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. S. 1270, SAFE Retirement Act. Proposals related to stretch IRAs, including S. 953, The Student Loan Affordability Act. S. 1970, Retirement Security Act. Retirement provisions in the President's FY 2015 budget. Issues related to access to death master file. S. 2540, Patriot Employee Tax Credit Act. H. R. 5021, Highway and Transportation Funding Act. S. 2855, Retirement Security Preservation Act. H. R. 5381, to amend the nondiscrimination provisions to protect older, longer service employees. Issues related to government issued mortality tables. H.R. 83, Consolidated and Further Continuing Appropriations Act. H.R. 5771, Tax Increase Prevention Act.
To amend the nondiscrimination provisions of the Internal Revenue Code of 1986 to protect older, longer service participants.
Client: NATIONAL RURAL ELECTRIC COOPERATIVE ASSN · Firm: DAVIS & HARMAN LLP
Normal retirement age proposals, including Preserving America's Transit and Highways Act. Proposals related to increased PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Proposals to reform the multiple employer plan rules. S. 1270, SAFE Retirement Act. H.R. 5381, to preserve the nondiscrimination provisions to protect older, longer service participants. S. 2855, Retirment Security Preservation Act. H.R. 83, Consolidated and Further ContinuingAppropriations Act.
To amend the nondiscrimination provisions of the Internal Revenue Code of 1986 to protect older, longer service participants.
Client: NATIONAL RURAL ELECTRIC COOPERATIVE ASSN · Firm: DAVIS & HARMAN LLP
Normal retirement age proposals, including Preserving America's Transit and Highways Act. Proposals related to increased PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Proposals to reform the multiple employer plan rules. S. 1270, SAFE Retirement Act. H.R. 5381, to preserve the nondiscrimination provisions to protect older, longer service participants. S. 2855, Retirment Security Preservation Act.
To amend the nondiscrimination provisions of the Internal Revenue Code of 1986 to protect older, longer service participants.
Client: NATIONAL RURAL ELECTRIC COOPERATIVE ASSN · Firm: DAVIS & HARMAN LLP
Normal retirement age proposals, including Preserving America's Transit and Highways Act. Proposals related to increased PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Proposals to reform the multiple employer plan rules. S. 1270, SAFE Retirement Act. H.R. 5381, to preserve the nondiscrimination provisions to protect older, longer service participants. S. 2855, Retirment Security Preservation Act. H.R. 83, Consolidated and Further ContinuingAppropriations Act.
To amend the nondiscrimination provisions of the Internal Revenue Code of 1986 to protect older, longer service participants.
Client: AMERICAN BENEFITS COUNCIL · Firm: DAVIS & HARMAN LLP
Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Proposals relating to defined benefit plan funding. Issues related to regulations addressing liability for partial termination of defined benefit plans. Issues related to tax incentives for retirement savings and DOL fee disclosure proposals. H.R. 2117, Retirement Plan Simplification Act.Retirement recommendations contained in the final report of the National Commission on Fiscal Responsibility and Reform. Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals to increase PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to PBGC collections and PBGC disclosure issues. Proposals related to electronic disclosure of information under ERISA. Proposals regarding compliance of retirement plans. FASB pension accounting. S. 1979, USA Retirement Act. Issues related to use of brokerage windows in defined contribution plans. Proposals to reform the multiple employer plan rules. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. S. 1270, SAFE Retirement Act. Proposals related to stretch IRAs, including S. 953, The Student Loan Affordability Act. S. 1970, Retirement Security Act. Retirement provisions in the President's FY 2015 budget. Issues related to access to death master file. S. 2540, Patriot Employee Tax Credit Act. H. R. 5021, Highway and Transportation Funding Act. S. 2855, Retirement Security Preservation Act. H. R. 5381, to amend the nondiscrimination provisions to protect older, longer service employees. Issues related to government issued mortality tables.
To amend the nondiscrimination provisions of the Internal Revenue Code of 1986 to protect older, longer service participants.
Client: NATIONAL RURAL ELECTRIC COOPERATIVE ASSN · Firm: DAVIS & HARMAN LLP
Normal retirement age proposals, including Preserving America's Transit and Highways Act. Proposals related to increased PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Proposals to reform the multiple employer plan rules. S. 1270, SAFE Retirement Act. H.R. 5381, to preserve the nondiscrimination provisions to protect older, longer service participants. S. 2855, Retirment Security Preservation Act.
Housing Finance Reform and Taxpayer Protection Act of 2014
Client: AMERICAN SENIORS HOUSING ASSN · Firm: DAVIS & HARMAN LLP
Proposals related to reform of government-sponsored entities. H. R. 2767, PATH Act, S. 1217, Housing Finance Reform and Taxpayer Protection Act.
Housing Finance Reform and Taxpayer Protection Act of 2014
Client: AMERICAN SENIORS HOUSING ASSN · Firm: DAVIS & HARMAN LLP
Proposals related to reform of government-sponsored entities. H. R. 2767, PATH Act, S. 1217, Housing Finance Reform and Taxpayer Protection Act.
Housing Finance Reform and Taxpayer Protection Act of 2014
Client: AMERICAN SENIORS HOUSING ASSN · Firm: DAVIS & HARMAN LLP
Proposals related to reform of government-sponsored entities. H. R. 2767, PATH Act, S. 1217, Housing Finance Reform and Taxpayer Protection Act.
Housing Finance Reform and Taxpayer Protection Act of 2014
Client: AMERICAN SENIORS HOUSING ASSN · Firm: DAVIS & HARMAN LLP
Proposals related to reform of government-sponsored entities. H. R. 2767, PATH Act, S. 1217, Housing Finance Reform and Taxpayer Protection Act.
SAFE Retirement Act of 2013
Client: TRANSAMERICA LIFE INSURANCE COMPANY · Firm: DAVIS & HARMAN LLP
Proposals related to establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Proposals to reform the multiple employer plan rules. Guidance related to nondiscrimination rules for defined contribution plan annuity investment products. Issues related to tax incentives for retirement savings. Issues related to lifetime income investment options. Proposals to consolidate various retirement plan and IRA types. Proposals related to electronicdisclosure. H.R. 2117, Retirement Plan Simplification Act. S.1270, SAFE Retirement Act. S. 1970, Retirement Security Act.
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals to amend the required minimum distribution rules to restrict the availability of stretch payments to beneficiaries, including S. 953, the Student Loan Affordability Act. S.1270, SAFE Act, Preserving America's Transit and Highways Act, H.R. 1, Tax Reform Act of 2014.
Proposals to expand retirement plan coverage, including proposals to reform the multiple employer plan rules. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Issues related to the Department of Labor's proposed regulation defining fiduciary. Qualified plan issues.Issues related to EPCRS. Tax incentives for 457 plans. Application of the Volcker rule to insurance company general accounts. Proposals that would consolidate various retirement and IRA types. Proposals related to annuity incentives. Issues related to use of brokerage windows in defined contribution plans. H.R. 2117, Retirement Plan Simplification Act. S. 1270, SAFE Retirement Act.
SAFE Retirement Act of 2013
Client: BROKER/DEALER COORDINATION GROUP · Firm: DAVIS & HARMAN LLP
Issues related to the effect of the Department of Labor's fiduciary definition regulation on broker/dealers and their customers and coordination of such regulation with possible SEC action on broker/dealer standard of care. S. 1270, SAFE Retirement Act.
SAFE Retirement Act of 2013
Client: NATIONAL RURAL ELECTRIC COOPERATIVE ASSN · Firm: DAVIS & HARMAN LLP
Normal retirement age proposals, including Preserving America's Transit and Highways Act. Proposals related to increased PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Proposals to reform the multiple employer plan rules. S. 1270, SAFE Retirement Act. H.R. 5381, to preserve the nondiscrimination provisions to protect older, longer service participants. S. 2855, Retirment Security Preservation Act. H.R. 83, Consolidated and Further ContinuingAppropriations Act.
SAFE Retirement Act of 2013
Client: TRANSAMERICA LIFE INSURANCE COMPANY · Firm: DAVIS & HARMAN LLP
Proposals related to establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Proposals to reform the multiple employer plan rules. Guidance related to nondiscrimination rules for defined contribution plan annuity investment products. Issues related to tax incentives for retirement savings. Issues related to lifetime income investment options. Proposals to consolidate various retirement plan and IRA types. Proposals related to electronicdisclosure. H.R. 2117, Retirement Plan Simplification Act. S.1270, SAFE Retirement Act. S. 1970, Retirement Security Act.
Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Proposals relating to defined benefit plan funding. Issues related to regulations addressing liability for partial termination of defined benefit plans. Issues related to tax incentives for retirement savings and DOL fee disclosure proposals. H.R. 2117, Retirement Plan Simplification Act.Retirement recommendations contained in the final report of the National Commission on Fiscal Responsibility and Reform. Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals to increase PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to PBGC collections and PBGC disclosure issues. Proposals related to electronic disclosure of information under ERISA. Proposals regarding compliance of retirement plans. FASB pension accounting. S. 1979, USA Retirement Act. Issues related to use of brokerage windows in defined contribution plans. Proposals to reform the multiple employer plan rules. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. S. 1270, SAFE Retirement Act. Proposals related to stretch IRAs, including S. 953, The Student Loan Affordability Act. S. 1970, Retirement Security Act. Retirement provisions in the President's FY 2015 budget. Issues related to access to death master file. S. 2540, Patriot Employee Tax Credit Act. H. R. 5021, Highway and Transportation Funding Act. S. 2855, Retirement Security Preservation Act. H. R. 5381, to amend the nondiscrimination provisions to protect older, longer service employees. Issues related to government issued mortality tables. H.R. 83, Consolidated and Further Continuing Appropriations Act. H.R. 5771, Tax Increase Prevention Act.
Proposals to expand retirement plan coverage, including proposals to reform the multiple employer plan rules. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Issues related to the Department of Labor's proposed regulation defining fiduciary. Qualified plan issues.Issues related to EPCRS. Tax incentives for 457 plans. Application of the Volcker rule to insurance company general accounts. Proposals that would consolidate various retirement and IRA types. Proposals related to annuity incentives. Issues related to use of brokerage windows in defined contribution plans. H.R. 2117, Retirement Plan Simplification Act. S. 1270, SAFE Retirement Act.
SAFE Retirement Act of 2013
Client: NATIONAL RURAL ELECTRIC COOPERATIVE ASSN · Firm: DAVIS & HARMAN LLP
Normal retirement age proposals, including Preserving America's Transit and Highways Act. Proposals related to increased PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Proposals to reform the multiple employer plan rules. S. 1302/H.R. 4275, Cooperative and Small Employer Charity Pension Flexibility Act. H.R. 2134, Charitable Pension Flexibility Act of 2013. S. 1270, SAFE Retirement Act.
SAFE Retirement Act of 2013
Client: NATIONAL RURAL ELECTRIC COOPERATIVE ASSN · Firm: DAVIS & HARMAN LLP
Normal retirement age proposals, including Preserving America's Transit and Highways Act. Proposals related to increased PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Proposals to reform the multiple employer plan rules. S.1302/H.R. 4275, Cooperative and Small Employer Charity Pension Flexibility Act. H.R. 2134, Charitable Pension Flexibility Act of 2013. S. 1270, SAFE Retirement Act.
SAFE Retirement Act of 2013
Client: NATIONAL RURAL ELECTRIC COOPERATIVE ASSN · Firm: DAVIS & HARMAN LLP
Normal retirement age proposals, including Preserving America's Transit and Highways Act. Proposals related to increased PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Proposals to reform the multiple employer plan rules. S. 1270, SAFE Retirement Act. H.R. 5381, to preserve the nondiscrimination provisions to protect older, longer service participants. S. 2855, Retirment Security Preservation Act.
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals to amend the required minimum distribution rules to restrict the availability of stretch payments to beneficiaries, including S. 953, the Student Loan Affordability Act. S.1270, SAFE Act, Preserving America's Transit and Highways Act.
Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Proposals relating to defined benefit plan funding. Issues related to regulations addressing liability for partial termination of defined benefit plans. Issues related to tax incentives for retirement savings and DOL fee disclosure proposals. H.R. 2117, Retirement Plan Simplification Act.Retirement recommendations contained in the final report of the National Commission on Fiscal Responsibility and Reform. Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals to increase PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to PBGC collections and PBGC disclosure issues. Proposals related to electronic disclosure of information under ERISA. Proposals regarding compliance of retirement plans. FASB pension accounting. S. 1979, USA Retirement Act. Issues related to use of brokerage windows in defined contribution plans. Proposals to reform the multiple employer plan rules. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. S. 1270, SAFE Retirement Act. Proposals related to stretch IRAs, including S. 953, The Student Loan Affordability Act. S. 1970, Retirement Security Act. Retirement provisions in the President's FY 2015 budget. Issues related to access to death master file.
Proposals to expand retirement plan coverage, including proposals to reform the multiple employer plan rules. Proposals related to creation of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Issues related to the Department of Labor's proposed regulation defining fiduciary. Qualified plan issues.Issues related to EPCRS. Tax incentives for 457 plans. Application of the Volcker rule to insurance company general accounts. Proposals that would consolidate various retirement and IRA types. Proposals related to annuity incentives. Issues related to use of brokerage windows in defined contribution plans. H.R. 2117, Retirement Plan Simplification Act. S. 1270, SAFE Retirement Act.
Proposals to expand retirement plan coverage, including proposals to reform the multiple employer plan rules. Proposals related to creation of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Issues related to the Department of Labor's proposed regulation defining fiduciary. Qualified plan issues.Issues related to EPCRS. Tax incentives for 457 plans. Application of the Volcker rule to insurance company general accounts. Proposals that would consolidate various retirement and IRA types. Proposals related to annuity incentives. Issues related to use of brokerage windows in defined contribution plans. H.R. 2117, Retirement Plan Simplification Act. S. 1270, SAFE Retirement Act.
SAFE Retirement Act of 2013
Client: BROKER/DEALER COORDINATION GROUP · Firm: DAVIS & HARMAN LLP
Issues related to the effect of the Department of Labor's fiduciary definition regulation on broker/dealers and their customers and coordination of such regulation with possible SEC action on broker/dealer standard of care. S. 1270, SAFE Retirement Act.
SAFE Retirement Act of 2013
Client: BROKER/DEALER COORDINATION GROUP · Firm: DAVIS & HARMAN LLP
Issues related to the effect of the Department of Labor's fiduciary definition regulation on broker/dealers and their customers and coordination of such regulation with possible SEC action on broker/dealer standard of care. S. 1270, SAFE Retirement Act.
SAFE Retirement Act of 2013
Client: TRANSAMERICA LIFE INSURANCE COMPANY · Firm: DAVIS & HARMAN LLP
Proposals related to establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Proposals to reform the multiple employer plan rules. Guidance related to nondiscrimination rules for defined contribution plan annuity investment products. Issues related to tax incentives for retirement savings. Issues related to lifetime income investment options. Proposals to consolidate various retirement plan and IRA types. Proposals related to electronicdisclosure. H.R. 2117, Retirement Plan Simplification Act. S.1270, SAFE Retirement Act. S. 1970, Retirement Security Act.
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals to amend the required minimum distribution rules to restrict the availability of stretch payments to beneficiaries, including S. 953, the Student Loan Affordability Act. S.1270, SAFE Act, Preserving America's Transit and Highways Act (no bill number).
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals to amend the required minimum distribution rules to restrict the availability of stretch payments to beneficiaries, including S. 953, the Student Loan Affordability Act. S.1270, SAFE Act.
SAFE Retirement Act of 2013
Client: TRANSAMERICA LIFE INSURANCE COMPANY · Firm: DAVIS & HARMAN LLP
Proposals related to establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Proposals to reform the multiple employer plan rules. Guidance related to nondiscrimination rules for defined contribution plan annuity investment products. Issues related to tax incentives for retirement savings. Issues related to lifetime income investment options. Proposals to consolidate various retirement plan and IRA types. Proposals related to electronicdisclosure. H.R. 2117, Retirement Plan Simplification Act. S.1270, SAFE Retirement Act. S. 1970, Retirement Security Act.
SAFE Retirement Act of 2013
Client: NATIONAL RURAL ELECTRIC COOPERATIVE ASSN · Firm: DAVIS & HARMAN LLP
Normal retirement age proposals, including Preserving America's Transit and Highways Act. Proposals related to increased PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Proposals to reform the multiple employer plan rules. S. 1270, SAFE Retirement Act. H.R. 5381, to preserve the nondiscrimination provisions to protect older, longer service participants. S. 2855, Retirment Security Preservation Act. H.R. 83, Consolidated and Further ContinuingAppropriations Act.
Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Proposals relating to defined benefit plan funding. Issues related to regulations addressing liability for partial termination of defined benefit plans. Issues related to tax incentives for retirement savings and DOL fee disclosure proposals. H.R. 2117, Retirement Plan Simplification Act.Retirement recommendations contained in the final report of the National Commission on Fiscal Responsibility and Reform. Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals to increase PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to PBGC collections and PBGC disclosure issues. Proposals related to electronic disclosure of information under ERISA. Proposals regarding compliance of retirement plans. FASB pension accounting. S. 1979, USA Retirement Act. Issues related to use of brokerage windows in defined contribution plans. Proposals to reform the multiple employer plan rules. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. S. 1270, SAFE Retirement Act. Proposals related to stretch IRAs, including S. 953, The Student Loan Affordability Act. S. 1970, Retirement Security Act. Retirement provisions in the President's FY 2015 budget. Issues related to access to death master file. Preserving America's Transit and Highway Act (no bill number). S. 2540, Patriot Employee Tax Credit Act.
SAFE Retirement Act of 2013
Client: TRANSAMERICA LIFE INSURANCE COMPANY · Firm: DAVIS & HARMAN LLP
Proposals related to establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Proposals to reform the multiple employer plan rules. Guidance related to nondiscrimination rules for defined contribution plan annuity investment products. Issues related to tax incentives for retirement savings. Issues related to lifetime income investment options. Proposals to consolidate various retirement plan and IRA types. Proposals related to electronicdisclosure. H.R. 2117, Retirement Plan Simplification Act. S.1270, SAFE Retirement Act. S. 1970, Retirement Security Act.
SAFE Retirement Act of 2013
Client: NATIONAL RURAL ELECTRIC COOPERATIVE ASSN · Firm: DAVIS & HARMAN LLP
Normal retirement age proposals. Proposals related to increased PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Proposals to reform the multiple employer plan rules. S. 1302/H.R. 4275, Cooperative and Small Employer Charity Pension Flexibility Act. H.R. 2134, Charitable Pension Flexibility Act of 2013. S. 1270, SAFE Retirement Act.
SAFE Retirement Act of 2013
Client: BROKER/DEALER COORDINATION GROUP · Firm: DAVIS & HARMAN LLP
Issues related to the effect of the Department of Labor's fiduciary definition regulation on broker/dealers and their customers and coordination of such regulation with possible SEC action on broker/dealer standard of care. S. 1270, SAFE Retirement Act.
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals to amend the required minimum distribution rules to restrict the availability of stretch payments to beneficiaries, including S. 953, the Student Loan Affordability Act. S.1270, SAFE Act, Preserving America's Transit and Highways Act.
SAFE Retirement Act of 2013
Client: NATIONAL RURAL ELECTRIC COOPERATIVE ASSN · Firm: DAVIS & HARMAN LLP
Normal retirement age proposals, including Preserving America's Transit and Highways Act. Proposals related to increased PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Proposals to reform the multiple employer plan rules. S. 1270, SAFE Retirement Act. H.R. 5381, to preserve the nondiscrimination provisions to protect older, longer service participants. S. 2855, Retirment Security Preservation Act.
SAFE Retirement Act of 2013
Client: NATIONAL RURAL ELECTRIC COOPERATIVE ASSN · Firm: DAVIS & HARMAN LLP
Normal retirement age proposals. Proposals related to increased PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Proposals to reform the multiple employer plan rules. S.1302/H.R. 4275, Cooperative and Small Employer Charity Pension Flexibility Act. H.R. 2134, Charitable Pension Flexibility Act of 2013. S. 1270, SAFE Retirement Act.
Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Proposals relating to defined benefit plan funding. Issues related to regulations addressing liability for partial termination of defined benefit plans. Issues related to tax incentives for retirement savings and DOL fee disclosure proposals. H.R. 2117, Retirement Plan Simplification Act.Retirement recommendations contained in the final report of the National Commission on Fiscal Responsibility and Reform. Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals to increase PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to PBGC collections and PBGC disclosure issues. Proposals related to electronic disclosure of information under ERISA. Proposals regarding compliance of retirement plans. FASB pension accounting. S. 1979, USA Retirement Act. Issues related to use of brokerage windows in defined contribution plans. Proposals to reform the multiple employer plan rules. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. S. 1270, SAFE Retirement Act. Proposals related to stretch IRAs, including S. 953, The Student Loan Affordability Act. S. 1970, Retirement Security Act. Retirement provisions in the President's FY 2015 budget. Issues related to access to death master file. S. 2540, Patriot Employee Tax Credit Act. H. R. 5021, Highway and Transportation Funding Act. S. 2855, Retirement Security Preservation Act. H. R. 5381, to amend the nondiscrimination provisions to protect older, longer service employees. Issues related to government issued mortality tables.
Cooperative and Small Employer Charity Pension Flexibility Act
Client: NATIONAL RURAL ELECTRIC COOPERATIVE ASSN · Firm: DAVIS & HARMAN LLP
Normal retirement age proposals. Proposals related to increased PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Proposals to reform the multiple employer plan rules. S. 1302/H.R. 4275, Cooperative and Small Employer Charity Pension Flexibility Act. H.R. 2134, Charitable Pension Flexibility Act of 2013. S. 1270, SAFE Retirement Act.
Cooperative and Small Employer Charity Pension Flexibility Act
Client: NATIONAL RURAL ELECTRIC COOPERATIVE ASSN · Firm: DAVIS & HARMAN LLP
Normal retirement age proposals, including Preserving America's Transit and Highways Act. Proposals related to increased PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Proposals to reform the multiple employer plan rules. S.1302/H.R. 4275, Cooperative and Small Employer Charity Pension Flexibility Act. H.R. 2134, Charitable Pension Flexibility Act of 2013. S. 1270, SAFE Retirement Act.
Cooperative and Small Employer Charity Pension Flexibility Act
Client: NATIONAL RURAL ELECTRIC COOPERATIVE ASSN · Firm: DAVIS & HARMAN LLP
Normal retirement age proposals. Proposals related to increased PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Proposals to reform the multiple employer plan rules. S.1302/H.R. 4275, Cooperative and Small Employer Charity Pension Flexibility Act. H.R. 2134, Charitable Pension Flexibility Act of 2013. S. 1270, SAFE Retirement Act.
Cooperative and Small Employer Charity Pension Flexibility Act
Client: NATIONAL RURAL ELECTRIC COOPERATIVE ASSN · Firm: DAVIS & HARMAN LLP
Normal retirement age proposals, including Preserving America's Transit and Highways Act. Proposals related to increased PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Proposals to reform the multiple employer plan rules. S. 1302/H.R. 4275, Cooperative and Small Employer Charity Pension Flexibility Act. H.R. 2134, Charitable Pension Flexibility Act of 2013. S. 1270, SAFE Retirement Act.
Retirement Security Act of 2014
Client: TRANSAMERICA LIFE INSURANCE COMPANY · Firm: DAVIS & HARMAN LLP
Proposals related to establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Proposals to reform the multiple employer plan rules. Guidance related to nondiscrimination rules for defined contribution plan annuity investment products. Issues related to tax incentives for retirement savings. Issues related to lifetime income investment options. Proposals to consolidate various retirement plan and IRA types. Proposals related to electronicdisclosure. H.R. 2117, Retirement Plan Simplification Act. S.1270, SAFE Retirement Act. S. 1970, Retirement Security Act.
Retirement Security Act of 2014
Client: TRANSAMERICA LIFE INSURANCE COMPANY · Firm: DAVIS & HARMAN LLP
Proposals related to establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Proposals to reform the multiple employer plan rules. Guidance related to nondiscrimination rules for defined contribution plan annuity investment products. Issues related to tax incentives for retirement savings. Issues related to lifetime income investment options. Proposals to consolidate various retirement plan and IRA types. Proposals related to electronicdisclosure. H.R. 2117, Retirement Plan Simplification Act. S.1270, SAFE Retirement Act. S. 1970, Retirement Security Act.
Proposals relating to seniors housing, seniors housing residences and, long-term care insurance. Proposals relating to Alzheimer's research funding.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AMERICAN BENEFITS COUNCIL via DAVIS & HARMAN LLP
2015 · second_quarter · Q2
Proposals regarding the treatment of ERISA plans under the swaps and derivatives provisions of P.L. 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, and the implementing regulations thereunder. Issues related to swap, margin, and capital rules.
Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding. Issues related to tax incentives for retirement savings. Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals to increase PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to PBGC collections and PBGC disclosure issues. Proposals related to electronic disclosure of information under ERISA. Proposals regarding compliance of retirement plans. Issues related to use of brokerage windows in defined contribution plans. Proposals to reform the multiple employer plans rules. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. Proposals related to stretch IRAs. Retirement provisions in the President's FY 2016 budget. Issues related to access to death master file. Issues related to government issued mortality tables. Proposals to amend the nondiscrimination provisions to protect older, longer service employees. Issues related to swap, margin, and capital rules. S. 266/H.R. 557, Retirement Security Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2015 · second_quarter · Q2
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals to amend the required minimum distribution rules to restrict the availability of stretch payments to beneficiaries.
VANGUARD GROUP via DAVIS & HARMAN LLP
2015 · second_quarter · Q2
Issues related to tax incentives for retirement savings. Issues related to employee benefit plan administration and electronic delivery of ERISA-mandated statements and disclosures. H.R. 2656, Receiving Electronic Statements to Improve Retiree Earnings Act.
Filing targets: HOUSE OF REPRESENTATIVES
2015 · second_quarter · Q2
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. H.R. 2656, Receiving Electronic Statements to Improve Retiree Earnings Act.
Filing targets: HOUSE OF REPRESENTATIVES
SPARK INSTITUTE via DAVIS & HARMAN LLP
2015 · second_quarter · Q2
Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to recordkeeping simplification for 401(k) plans. Issues related to the Department of Labors proposed regulation defining fiduciary for investment advice purposes. H.R. 2656, Receiving Electronic Statements to Improve Retiree Earnings Act.
Filing targets: HOUSE OF REPRESENTATIVES
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY via DAVIS & HARMAN LLP
2015 · second_quarter · Q2
Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC-and ERISA-mandated statements and disclosures. Proposals to increase PBGC premiums. Issues related to lifetime income. Proposals related to tax treatment of retirement plans, IRAs, and annuity products. Issues related to the Department of Labors proposed regulation defining fiduciary for investment advice purposes. H.R. 2656, Receiving Electronic Statements to Improve Retiree Earnings Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY via DAVIS & HARMAN LLP
2015 · first_quarter · 1A
Taxation of life insurance and annuity products. Proposals related to the tax treatment of domestic partner benefits.
Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC-and ERISA-mandated statements and disclosures. Proposals to increase PBGC premiums. Issues related to lifetime income. Proposals related to tax treatment of retirement plans, IRAs, and annuity products.
Filing targets: HOUSE OF REPRESENTATIVES
TRANSAMERICA LIFE INSURANCE COMPANY via DAVIS & HARMAN LLP
2015 · first_quarter · Q1
Proposals related to retirement plans for small business. Proposals to reform the multiple employer plan rules. Guidance related to nondiscrimination rules for defined contribution plan annuity investment products. Issues related to tax incentives for retirement savings. Issues related to income investment options. Proposals related to electronic disclosure. S.266/H.R. 557, Retirement Security Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
NATIONAL RURAL ELECTRIC COOPERATIVE ASSN via DAVIS & HARMAN LLP
2015 · first_quarter · Q1
Proposals related to PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Proposals to reform the multiple employer plan rules. Proposals related to nondiscrimination testing of pension plans.
Proposals related to PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Proposals to reform the multiple employer plan rules. Proposals related to nondiscrimination testing of pension plans.
Filing targets: HOUSE OF REPRESENTATIVES, Pension Benefit Guaranty Corporation (PBGC), SENATE
EDWARD JONES INVESTMENTS via DAVIS & HARMAN LLP
2015 · first_quarter · Q1
Issues related to the effect of the Department of Labor's fiduciary regulation and coordination with possible SEC action on broker/dealer standard of care.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
BROKER/DEALER COORDINATION GROUP via DAVIS & HARMAN LLP
2015 · first_quarter · Q1
Issues related to the effect of the Department of Labor's fiduciary definition regulation and coordination of such regulation with possible SEC action on broker/dealer standard of care. H.R. 1090, Retail Protection Act.
Filing targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2015 · first_quarter · Q1
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals to amend the required minimum distribution rules to restrict the availability of stretch payments to beneficiaries, including S. 953, the Student Loan Affordability Act. S. 1270, SAFE Act, Preserving Americas Transit and Highways Act, H.R. 1, Tax Reform Act of 2014.
AMERICAN SENIORS HOUSING ASSN via DAVIS & HARMAN LLP
2015 · first_quarter · Q1
Proposals relating to seniors housing, seniors housing residences and, long-term care insurance. Proposals relating to Alzheimer's research funding.
Proposals relating to seniors housing, seniors housing residences, and long-term care insurance. Changes in the tax treatment of real estate, including carried interest, like-kind exchanges, and depreciation.
Proposals related to reform of government-sponsored entities.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AMERICAN BENEFITS COUNCIL via DAVIS & HARMAN LLP
2015 · first_quarter · Q1
Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding. Issues related to tax incentives for retirement savings. Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals to increase PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to PBGC collections and PBGC disclosure issues. Proposals related to electronic disclosure of information under ERISA. Proposals regarding compliance of retirement plans. Issues related to use of brokerage windows in defined contribution plans. Proposals to reform the multiple employer plans rules. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. Proposals related to stretch IRAs. Retirement provisions in the President's FY 2016 budget. Issues related to access to death master file. Issues related to government issued mortality tables. Proposals to amend the nondiscrimination provisions to protect older, longer service employees. Issues related to swap, margin, and capital rules. S. 266/H.R. 557, Retirement Security Act.
NATIONWIDE INSURANCE COMPANIES via DAVIS & HARMAN LLP
2015 · first_quarter · Q1
Proposals to modify the dividends received deduction for life insurance separate accounts and the interest expenses disallowance for corporate-owned life insurance policies. Proposals related to the tax treatment of domestic partner health benefits.
Proposals to expand retirement plan coverage, including proposals to reform the multiple employer plan rules. Proposals related to creation of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Issues related to the Department of Labor's proposed regulation defining fiduciary. Qualified plan issues. Issues related to EPCRS. Tax incentives for 457 plans. Application of the Volcker rule to insurance company general accounts. Proposals that would consolidate various retirement and IRA types. Proposals related to annuity incentives. Issues related to use of brokerage windows in defined contribution plans. Proposals related to electronic disclosure.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
VANGUARD GROUP via DAVIS & HARMAN LLP
2015 · first_quarter · 1A
Issues related to tax incentives for retirement savings. Issues related to employee benefit plan administration and electronic delivery of ERISA-mandated statements and disclosures.
Filing targets: HOUSE OF REPRESENTATIVES
WILLIS NORTH AMERICA INC via DAVIS & HARMAN LLP
2015 · first_quarter · 1A
Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to required minimum distributions. Issues related to government issued mortality tables. Issues related to tax incentives for retirement savings.
Filing targets: HOUSE OF REPRESENTATIVES, Pension Benefit Guaranty Corporation (PBGC), SENATE
2015 · first_quarter · 1A
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures.
Proposals related to the tax treatment of domestic partner health benefits.
Filing targets: HOUSE OF REPRESENTATIVES
SUNRUN INC via DAVIS & HARMAN LLP
2015 · first_quarter · 1T
Incentives for residential rooftop solar systems, including the investment tax credit and the Section 1603 program established under the American Recovery and Reinvestment Act.
Filing targets: SENATE
SUNRUN INC via DAVIS & HARMAN LLP
2015 · first_quarter · 1A
Incentives for residential rooftop solar systems, including the investment tax credit and the Section 1603 program established under the American Recovery and Reinvestment Act.
Filing targets: SENATE
SPARK INSTITUTE via DAVIS & HARMAN LLP
2015 · first_quarter · 1A
Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to recordkeeping simplification for 401(k) plans.
Filing targets: HOUSE OF REPRESENTATIVES
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY via DAVIS & HARMAN LLP
2015 · first_quarter · Q1
Taxation of life insurance and annuity products. Proposals related to the tax treatment of domestic partner benefits.
Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC-and ERISA-mandated statements and disclosures. Proposals to increase PBGC premiums. Issues related to lifetime income. Proposals related to tax treatment of retirement plans, IRAs, and annuity products.
Filing targets: HOUSE OF REPRESENTATIVES
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2014 · fourth_quarter · Q4
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals to amend the required minimum distribution rules to restrict the availability of stretch payments to beneficiaries, including S. 953, the Student Loan Affordability Act. S.1270, SAFE Act, Preserving America's Transit and Highways Act, H.R. 1, Tax Reform Act of 2014.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
VANGUARD GROUP via DAVIS & HARMAN LLP
2014 · fourth_quarter · Q4
Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Issues related to retirement target date funds. Issues related to tax incentives for retirement savings. Issues related to employee benefit plan administration and electronic delivery of ERISA-mandated statements and disclosures. Consolidation of ERISA-required notices. H.R. 2117, Retirement Simplification Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
WILLIS NORTH AMERICA INC via DAVIS & HARMAN LLP
2014 · fourth_quarter · Q4
Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to required minimum distributions. Issues related to government issued mortality tables.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2014 · fourth_quarter · Q4
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues relating to public-sector plan design. Proposals relating to IRS relief for disaster victims. Proposals related to governmental pick-up contributions. Issues related to lifetime income productsin qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Proposals that would combine various retirement plan and IRA types. H.R. 2117, Retirement Plan Simplification Act. Proposals related to tax treatment of retirement plans, IRAs, and annuity products. Issues related to employee benefit plan administration and electronic delivery of ERISA-mandated statements and disclosures.
Proposals related to the tax treatment of domestic partner health benefits.
Filing targets: HOUSE OF REPRESENTATIVES
SUNRUN INC via DAVIS & HARMAN LLP
2014 · fourth_quarter · Q4
Proposals related to Property Assisted Clean Energy (PACE) programs and regulation of such programs by Government Sponsored Entities.
Issues related to petitions before U.S. International Trade Commission related to solar energy technologies imported from China.
Incentives for residential rooftop solar systems, including the investment tax credit and the Section 1603 program established under the American Recovery and Reinvestment Act. Proposals related to MACRS and bonus depreciation. Proposals related to reform of tax incentives for third-party owned rooftop solar systems. S. 2260, EXPIRE Act.
SPARK INSTITUTE via DAVIS & HARMAN LLP
2014 · fourth_quarter · Q4
Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to disclosure of 401(k) plan fees.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
NATIONWIDE INSURANCE COMPANIES via DAVIS & HARMAN LLP
2014 · fourth_quarter · Q4
Proposals to modify the dividends received deduction for life insurance separate accounts and the interest expense disallowance for corporate-owned life insurance policies. Proposals related to the tax treatment of domestic partner health benefits.
Proposals to expand retirement plan coverage, including proposals to reform the multiple employer plan rules. Proposals related to creation of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Issues related to the Department of Labor's proposed regulation defining fiduciary. Qualified plan issues.Issues related to EPCRS. Tax incentives for 457 plans. Application of the Volcker rule to insurance company general accounts. Proposals that would consolidate various retirement and IRA types. Proposals related to annuity incentives. Issues related to use of brokerage windows in defined contribution plans. H.R. 2117, Retirement Plan Simplification Act. S. 1270, SAFE Retirement Act.
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY via DAVIS & HARMAN LLP
2014 · fourth_quarter · Q4
Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Issues related to retirement target date funds. Issues related to tax incentives for retirementsavings. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals related to tax relief for disaster victims. Proposals to enhance incentives for employers that voluntarily offer qualified retirement plans. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Proposals to increase PBGC premiums. Issues related to lifetime income. Issues related to use of brokerage windows in defined contribution plans. H.R. 2117, Retirement Plan Simplification. Proposals related to tax treatment of retirement plans, IRAs, and annuity products. Proposals that would consolidate various retirement and IRA types.
LINCOLN NATIONAL CORPORATION via DAVIS & HARMAN LLP
2014 · fourth_quarter · Q4
Comprehensive pension and retirement savings legislation. Proposals related to electronic disclosure of information. Proposals to consolidate retirement plan types.
Filing targets: SENATE
AMERICAN SENIORS HOUSING ASSN via DAVIS & HARMAN LLP
2014 · fourth_quarter · Q4
Proposals related to reform of government-sponsored entities. H. R. 2767, PATH Act, S. 1217, Housing Finance Reform and Taxpayer Protection Act.
Proposals relating to seniors housing, seniors housing residences, long-term care insurance, and carried interest.
Proposals relating to seniors housing, seniors housing residences, and long-term care insurance.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AMERICAN BENEFITS COUNCIL via DAVIS & HARMAN LLP
2014 · fourth_quarter · Q4
Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Proposals relating to defined benefit plan funding. Issues related to regulations addressing liability for partial termination of defined benefit plans. Issues related to tax incentives for retirement savings and DOL fee disclosure proposals. H.R. 2117, Retirement Plan Simplification Act.Retirement recommendations contained in the final report of the National Commission on Fiscal Responsibility and Reform. Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals to increase PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to PBGC collections and PBGC disclosure issues. Proposals related to electronic disclosure of information under ERISA. Proposals regarding compliance of retirement plans. FASB pension accounting. S. 1979, USA Retirement Act. Issues related to use of brokerage windows in defined contribution plans. Proposals to reform the multiple employer plan rules. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. S. 1270, SAFE Retirement Act. Proposals related to stretch IRAs, including S. 953, The Student Loan Affordability Act. S. 1970, Retirement Security Act. Retirement provisions in the President's FY 2015 budget. Issues related to access to death master file. S. 2540, Patriot Employee Tax Credit Act. H. R. 5021, Highway and Transportation Funding Act. S. 2855, Retirement Security Preservation Act. H. R. 5381, to amend the nondiscrimination provisions to protect older, longer service employees. Issues related to government issued mortality tables. H.R. 83, Consolidated and Further Continuing Appropriations Act. H.R. 5771, Tax Increase Prevention Act.
TRANSAMERICA LIFE INSURANCE COMPANY via DAVIS & HARMAN LLP
2014 · fourth_quarter · Q4
Proposals related to establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Proposals to reform the multiple employer plan rules. Guidance related to nondiscrimination rules for defined contribution plan annuity investment products. Issues related to tax incentives for retirement savings. Issues related to lifetime income investment options. Proposals to consolidate various retirement plan and IRA types. Proposals related to electronicdisclosure. H.R. 2117, Retirement Plan Simplification Act. S.1270, SAFE Retirement Act. S. 1970, Retirement Security Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
NATIONAL RURAL ELECTRIC COOPERATIVE ASSN via DAVIS & HARMAN LLP
2014 · fourth_quarter · Q4
Normal retirement age proposals, including Preserving America's Transit and Highways Act. Proposals related to increased PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Proposals to reform the multiple employer plan rules. S. 1270, SAFE Retirement Act. H.R. 5381, to preserve the nondiscrimination provisions to protect older, longer service participants. S. 2855, Retirment Security Preservation Act. H.R. 83, Consolidated and Further ContinuingAppropriations Act.
Normal retirement age proposals, including Preserving America's Transit and Highways Act. Proposals related to increased PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Proposals to reform the multiple employer plan rules. S. 1270, SAFE Retirement Act. H.R. 5381, to preserve the nondiscrimination provisions to protect older, longer service participants. S. 2855, Retirment Security Preservation Act. H.R. 83, Consolidated and Further ContinuingAppropriations Act.
EDWARD JONES INVESTMENTS via DAVIS & HARMAN LLP
2014 · fourth_quarter · Q4
Issues related to the definition of fiduciary.
Filing targets: SENATE
BROKER/DEALER COORDINATION GROUP via DAVIS & HARMAN LLP
2014 · fourth_quarter · Q4
Issues related to the effect of the Department of Labor's fiduciary definition regulation on broker/dealers and their customers and coordination of such regulation with possible SEC action on broker/dealer standard of care. S. 1270, SAFE Retirement Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office
TRANSAMERICA LIFE INSURANCE COMPANY via DAVIS & HARMAN LLP
2014 · third_quarter · Q3
Proposals related to establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Proposals to reform the multiple employer plan rules. Guidance related to nondiscrimination rules for defined contribution plan annuity investment products. Issues related to tax incentives for retirement savings. Issues related to lifetime income investment options. Proposals to consolidate various retirement plan and IRA types. Proposals related to electronicdisclosure. H.R. 2117, Retirement Plan Simplification Act. S.1270, SAFE Retirement Act. S. 1970, Retirement Security Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AMERICAN SENIORS HOUSING ASSN via DAVIS & HARMAN LLP
2014 · third_quarter · Q3
Proposals related to reform of government-sponsored entities. H. R. 2767, PATH Act, S. 1217, Housing Finance Reform and Taxpayer Protection Act.
Proposals relating to seniors housing, seniors housing residences, and long-term care insurance.
Proposals relating to seniors housing, seniors housing residences, long-term care insurance, and carried interest.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AMERICAN BENEFITS COUNCIL via DAVIS & HARMAN LLP
2014 · third_quarter · Q3
Proposals regarding the treatment of ERISA plans under the swaps and derivatives provisions of P.L. 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, and the implementing regulations thereunder. FASB pension accounting.
Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Proposals relating to defined benefit plan funding. Issues related to regulations addressing liability for partial termination of defined benefit plans. Issues related to tax incentives for retirement savings and DOL fee disclosure proposals. H.R. 2117, Retirement Plan Simplification Act.Retirement recommendations contained in the final report of the National Commission on Fiscal Responsibility and Reform. Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals to increase PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to PBGC collections and PBGC disclosure issues. Proposals related to electronic disclosure of information under ERISA. Proposals regarding compliance of retirement plans. FASB pension accounting. S. 1979, USA Retirement Act. Issues related to use of brokerage windows in defined contribution plans. Proposals to reform the multiple employer plan rules. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. S. 1270, SAFE Retirement Act. Proposals related to stretch IRAs, including S. 953, The Student Loan Affordability Act. S. 1970, Retirement Security Act. Retirement provisions in the President's FY 2015 budget. Issues related to access to death master file. S. 2540, Patriot Employee Tax Credit Act. H. R. 5021, Highway and Transportation Funding Act. S. 2855, Retirement Security Preservation Act. H. R. 5381, to amend the nondiscrimination provisions to protect older, longer service employees. Issues related to government issued mortality tables.
TRANSAMERICA LIFE INSURANCE COMPANY via DAVIS & HARMAN LLP
2014 · fourth_quarter · Q4
Proposals related to establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Proposals to reform the multiple employer plan rules. Guidance related to nondiscrimination rules for defined contribution plan annuity investment products. Issues related to tax incentives for retirement savings. Issues related to lifetime income investment options. Proposals to consolidate various retirement plan and IRA types. Proposals related to electronicdisclosure. H.R. 2117, Retirement Plan Simplification Act. S.1270, SAFE Retirement Act. S. 1970, Retirement Security Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
NATIONAL RURAL ELECTRIC COOPERATIVE ASSN via DAVIS & HARMAN LLP
2014 · third_quarter · Q3
Normal retirement age proposals, including Preserving America's Transit and Highways Act. Proposals related to increased PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Proposals to reform the multiple employer plan rules. S. 1270, SAFE Retirement Act. H.R. 5381, to preserve the nondiscrimination provisions to protect older, longer service participants. S. 2855, Retirment Security Preservation Act.
Normal retirement age proposals, including Preserving America's Transit and Highways Act. Proposals related to increased PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Proposals to reform the multiple employer plan rules. S. 1270, SAFE Retirement Act. H.R. 5381, to preserve the nondiscrimination provisions to protect older, longer service participants. S. 2855, Retirment Security Preservation Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
EDWARD JONES INVESTMENTS via DAVIS & HARMAN LLP
2014 · third_quarter · Q3
Issues related to the definition of fiduciary.
Filing targets: SENATE
BROKER/DEALER COORDINATION GROUP via DAVIS & HARMAN LLP
2014 · third_quarter · Q3
Issues related to the effect of the Department of Labor's fiduciary definition regulation on broker/dealers and their customers and coordination of such regulation with possible SEC action on broker/dealer standard of care. S. 1270, SAFE Retirement Act.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of, White House Office
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2014 · third_quarter · 3A
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals to amend the required minimum distribution rules to restrict the availability of stretch payments to beneficiaries, including S. 953, the Student Loan Affordability Act. S.1270, SAFE Act, Preserving America's Transit and Highways Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2014 · third_quarter · Q3
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals to amend the required minimum distribution rules to restrict the availability of stretch payments to beneficiaries, including S. 953, the Student Loan Affordability Act. S.1270, SAFE Act, Preserving America's Transit and Highways Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
LINCOLN NATIONAL CORPORATION via DAVIS & HARMAN LLP
2014 · third_quarter · Q3
Comprehensive pension and retirement savings legislation. Proposals related to electronic disclosure of information. Proposals to consolidate retirement plan types.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
SPARK INSTITUTE via DAVIS & HARMAN LLP
2014 · third_quarter · Q3
Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to disclosure of 401(k) plan fees.
Filing targets: SENATE
VANGUARD GROUP via DAVIS & HARMAN LLP
2014 · third_quarter · Q3
Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Issues related to retirement target date funds. Issues related to tax incentives for retirement savings. Issues related to employee benefit plan administration and electronic delivery of ERISA-mandated statements and disclosures. Consolidation of ERISA-required notices. H.R. 2117, Retirement Simplification Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
WILLIS NORTH AMERICA INC via DAVIS & HARMAN LLP
2014 · third_quarter · Q3
Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to required minimum distributions. Issues related to government issued mortality tables.
Filing targets: SENATE
2014 · third_quarter · Q3
Proposals related to the tax treatment of domestic partner health benefits.
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues relating to public-sector plan design. Proposals relating to IRS relief for disaster victims. Proposals related to governmental pick-up contributions. Issues related to lifetime income productsin qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Proposals that would combine various retirement plan and IRA types. H.R. 2117, Retirement Plan Simplification Act. Proposals related to tax treatment of retirement plans, IRAs, and annuity products. Issues related to employee benefit plan administration and electronic delivery of ERISA-mandated statements and disclosures.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
SUNRUN INC via DAVIS & HARMAN LLP
2014 · third_quarter · Q3
Incentives for residential rooftop solar systems, including the investment tax credit and the Section 1603 program established under the American Recovery and Reinvestment Act. Proposals related to MACRS and bonus depreciation. Proposals related to reform of tax incentives for third-party owned rooftop solar systems. S. 2260, EXPIRE Act.
Proposals related to Property Assisted Clean Energy (PACE) programs and regulation of such programs by Government Sponsored Entities.
Proposals related to Property Assisted Clean Energy (PACE) programs and regulation of such programs by Government Sponsored Entities.
NATIONWIDE INSURANCE COMPANIES via DAVIS & HARMAN LLP
2014 · third_quarter · Q3
Proposals to modify the dividends received deduction for life insurance separate accounts and the interest expense disallowance for corporate-owned life insurance policies. Proposals related to the tax treatment of domestic partner health benefits.
Proposals to expand retirement plan coverage, including proposals to reform the multiple employer plan rules. Proposals related to creation of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Issues related to the Department of Labor's proposed regulation defining fiduciary. Qualified plan issues.Issues related to EPCRS. Tax incentives for 457 plans. Application of the Volcker rule to insurance company general accounts. Proposals that would consolidate various retirement and IRA types. Proposals related to annuity incentives. Issues related to use of brokerage windows in defined contribution plans. H.R. 2117, Retirement Plan Simplification Act. S. 1270, SAFE Retirement Act.
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY via DAVIS & HARMAN LLP
2014 · third_quarter · Q3
Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Issues related to retirement target date funds. Issues related to tax incentives for retirementsavings. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals related to tax relief for disaster victims. Proposals to enhance incentives for employers that voluntarily offer qualified retirement plans. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Proposals to increase PBGC premiums. Issues related to lifetime income. Issues related to use of brokerage windows in defined contribution plans. H.R. 2117, Retirement Plan Simplification. Proposals related to tax treatment of retirement plans, IRAs, and annuity products. Proposals that would consolidate various retirement and IRA types.
TRANSAMERICA LIFE INSURANCE COMPANY via DAVIS & HARMAN LLP
2014 · second_quarter · Q2
Proposals related to establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Proposals to reform the multiple employer plan rules. Guidance related to nondiscrimination rules for defined contribution plan annuity investment products. Issues related to tax incentives for retirement savings. Issues related to lifetime income investment options. Proposals to consolidate various retirement plan and IRA types. Proposals related to electronicdisclosure. H.R. 2117, Retirement Plan Simplification Act. S.1270, SAFE Retirement Act. S. 1970, Retirement Security Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
NATIONAL RURAL ELECTRIC COOPERATIVE ASSN via DAVIS & HARMAN LLP
2014 · second_quarter · Q2
Normal retirement age proposals, including Preserving America's Transit and Highways Act. Proposals related to increased PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Proposals to reform the multiple employer plan rules. S. 1302/H.R. 4275, Cooperative and Small Employer Charity Pension Flexibility Act. H.R. 2134, Charitable Pension Flexibility Act of 2013. S. 1270, SAFE Retirement Act.
Normal retirement age proposals, including Preserving America's Transit and Highways Act. Proposals related to increased PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Proposals to reform the multiple employer plan rules. S.1302/H.R. 4275, Cooperative and Small Employer Charity Pension Flexibility Act. H.R. 2134, Charitable Pension Flexibility Act of 2013. S. 1270, SAFE Retirement Act.
Filing targets: SENATE
EDWARD JONES INVESTMENTS via DAVIS & HARMAN LLP
2014 · second_quarter · Q2
Issues related to the definition of fiduciary.
BROKER/DEALER COORDINATION GROUP via DAVIS & HARMAN LLP
2014 · second_quarter · Q2
Issues related to the effect of the Department of Labor's fiduciary definition regulation on broker/dealers and their customers and coordination of such regulation with possible SEC action on broker/dealer standard of care. S. 1270, SAFE Retirement Act.
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), Treasury, Dept of, White House Office
AMERICAN BENEFITS COUNCIL via DAVIS & HARMAN LLP
2014 · second_quarter · Q2
Proposals regarding the treatment of ERISA plans under the swaps and derivatives provisions of P.L. 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, and the implementing regulations thereunder. FASB pension accounting.
Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Proposals relating to defined benefit plan funding. Issues related to regulations addressing liability for partial termination of defined benefit plans. Issues related to tax incentives for retirement savings and DOL fee disclosure proposals. H.R. 2117, Retirement Plan Simplification Act.Retirement recommendations contained in the final report of the National Commission on Fiscal Responsibility and Reform. Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals to increase PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to PBGC collections and PBGC disclosure issues. Proposals related to electronic disclosure of information under ERISA. Proposals regarding compliance of retirement plans. FASB pension accounting. S. 1979, USA Retirement Act. Issues related to use of brokerage windows in defined contribution plans. Proposals to reform the multiple employer plan rules. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. S. 1270, SAFE Retirement Act. Proposals related to stretch IRAs, including S. 953, The Student Loan Affordability Act. S. 1970, Retirement Security Act. Retirement provisions in the President's FY 2015 budget. Issues related to access to death master file. Preserving America's Transit and Highway Act (no bill number). S. 2540, Patriot Employee Tax Credit Act.
NATIONWIDE INSURANCE COMPANIES via DAVIS & HARMAN LLP
2014 · second_quarter · Q2
Proposals to modify the dividends received deduction for life insurance separate accounts and the interest expense disallowance for corporate-owned life insurance policies. Proposals related to the tax treatment of domestic partner health benefits.
Proposals to expand retirement plan coverage, including proposals to reform the multiple employer plan rules. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Issues related to the Department of Labor's proposed regulation defining fiduciary. Qualified plan issues.Issues related to EPCRS. Tax incentives for 457 plans. Application of the Volcker rule to insurance company general accounts. Proposals that would consolidate various retirement and IRA types. Proposals related to annuity incentives. Issues related to use of brokerage windows in defined contribution plans. H.R. 2117, Retirement Plan Simplification Act. S. 1270, SAFE Retirement Act.
AMERICAN SENIORS HOUSING ASSN via DAVIS & HARMAN LLP
2014 · second_quarter · Q2
Proposals relating to seniors housing, seniors housing residences, long-term care insurance, and carried interest.
Proposals relating to seniors housing, seniors housing residences, and long-term care insurance.
Proposals related to reform of government-sponsored entities. H. R. 2767, PATH Act, S. 1217, Housing Finance Reform and Taxpayer Protection Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
LINCOLN NATIONAL CORPORATION via DAVIS & HARMAN LLP
2014 · second_quarter · Q2
Comprehensive pension and retirement savings legislation. Proposals related to electronic disclosure of information. Proposals to consolidate retirement plan types.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY via DAVIS & HARMAN LLP
2014 · second_quarter · Q2
Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Issues related to retirement target date funds. Issues related to tax incentives for retirementsavings. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals related to tax relief for disaster victims. Proposals to enhance incentives for employers that voluntarily offer qualified retirement plans. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Proposals to increase PBGC premiums. Issues related to lifetime income. Issues related to use of brokerage windows in defined contribution plans. H.R. 2117, Retirement Plan Simplification. Proposals related to tax treatment of retirement plans, IRAs, and annuity products. Proposals that would consolidate various retirement and IRA types.
VANGUARD GROUP via DAVIS & HARMAN LLP
2014 · second_quarter · Q2
Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Issues related to retirement target date funds. Issues related to tax incentives for retirement savings. Issues related to employee benefit plan administration and electronic delivery of ERISA-mandated statements and disclosures. Consolidation of ERISA-required notices. H.R. 2117, Retirement Simplification Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
WILLIS NORTH AMERICA INC via DAVIS & HARMAN LLP
2014 · second_quarter · Q2
Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to required minimum distributions.
Filing targets: SENATE
2014 · second_quarter · Q2
Proposals related to the tax treatment of domestic partner health benefits.
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues relating to public-sector plan design. Proposals relating to IRS relief for disaster victims. Proposals related to governmental pick-up contributions. Issues related to lifetime income productsin qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Proposals that would combine various retirement plan and IRA types. H.R. 2117, Retirement Plan Simplification Act. Proposals related to tax treatment of retirement plans, IRAs, and annuity products.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
SUNRUN INC via DAVIS & HARMAN LLP
2014 · second_quarter · Q2
Proposals related to Property Assisted Clean Energy (PACE) programs and regulation of such programs by Government Sponsored Entities.
Proposals related to Property Assisted Clean Energy (PACE) programs and regulation of such programs by Government Sponsored Entities.
Issues related to petitions before U.S. International Trade Commission related to solar energy technologies imported from China.
SPARK INSTITUTE via DAVIS & HARMAN LLP
2014 · second_quarter · Q2
Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures.
Filing targets: HOUSE OF REPRESENTATIVES
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2014 · second_quarter · Q2
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals to amend the required minimum distribution rules to restrict the availability of stretch payments to beneficiaries, including S. 953, the Student Loan Affordability Act. S.1270, SAFE Act, Preserving America's Transit and Highways Act (no bill number).
Filing targets: Labor, Dept of (DOL), SENATE
TRANSAMERICA LIFE INSURANCE COMPANY via DAVIS & HARMAN LLP
2014 · first_quarter · Q1
Proposals related to establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Proposals to reform the multiple employer plan rules. Guidance related to nondiscrimination rules for defined contribution plan annuity investment products. Issues related to tax incentives for retirement savings. Issues related to lifetime income investment options. Proposals to consolidate various retirement plan and IRA types. Proposals related to electronicdisclosure. H.R. 2117, Retirement Plan Simplification Act. S.1270, SAFE Retirement Act. S. 1970, Retirement Security Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
NATIONAL RURAL ELECTRIC COOPERATIVE ASSN via DAVIS & HARMAN LLP
2014 · first_quarter · Q1
Normal retirement age proposals. Proposals related to increased PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Proposals to reform the multiple employer plan rules. S. 1302/H.R. 4275, Cooperative and Small Employer Charity Pension Flexibility Act. H.R. 2134, Charitable Pension Flexibility Act of 2013. S. 1270, SAFE Retirement Act.
Normal retirement age proposals. Proposals related to increased PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Proposals to reform the multiple employer plan rules. S.1302/H.R. 4275, Cooperative and Small Employer Charity Pension Flexibility Act. H.R. 2134, Charitable Pension Flexibility Act of 2013. S. 1270, SAFE Retirement Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
EDWARD JONES INVESTMENTS via DAVIS & HARMAN LLP
2014 · first_quarter · Q1
Issues related to the definition of fiduciary.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
BROKER/DEALER COORDINATION GROUP via DAVIS & HARMAN LLP
2014 · first_quarter · Q1
Issues related to the effect of the Department of Labor's fiduciary definition regulation on broker/dealers and their customers and coordination of such regulation with possible SEC action on broker/dealer standard of care. S. 1270, SAFE Retirement Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2014 · first_quarter · Q1
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals to amend the required minimum distribution rules to restrict the availability of stretch payments to beneficiaries, including S. 953, the Student Loan Affordability Act. S.1270, SAFE Act.
Filing targets: SENATE
LINCOLN NATIONAL CORPORATION via DAVIS & HARMAN LLP
2014 · first_quarter · Q1
Comprehensive pension and retirement savings legislation. Proposals related to electronic disclosure of information. Proposals to consolidate retirement plan types.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AMERICAN SENIORS HOUSING ASSN via DAVIS & HARMAN LLP
2014 · first_quarter · Q1
Proposals related to reform of government-sponsored entities. H. R. 2767, PATH Act, S. 1217, Housing Finance Reform and Taxpayer Protection Act.
Proposals relating to seniors housing, seniors housing residences, and long-term care insurance.
Proposals relating to seniors housing, seniors housing residences, long-term care insurance, and carried interest.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AMERICAN BENEFITS COUNCIL via DAVIS & HARMAN LLP
2014 · first_quarter · Q1
Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Proposals relating to defined benefit plan funding. Issues related to regulations addressing liability for partial termination of defined benefit plans. Issues related to tax incentives for retirement savings and DOL fee disclosure proposals. H.R. 2117, Retirement Plan Simplification Act.Retirement recommendations contained in the final report of the National Commission on Fiscal Responsibility and Reform. Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals to increase PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to PBGC collections and PBGC disclosure issues. Proposals related to electronic disclosure of information under ERISA. Proposals regarding compliance of retirement plans. FASB pension accounting. S. 1979, USA Retirement Act. Issues related to use of brokerage windows in defined contribution plans. Proposals to reform the multiple employer plan rules. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. S. 1270, SAFE Retirement Act. Proposals related to stretch IRAs, including S. 953, The Student Loan Affordability Act. S. 1970, Retirement Security Act. Retirement provisions in the President's FY 2015 budget. Issues related to access to death master file.
VANGUARD GROUP via DAVIS & HARMAN LLP
2014 · first_quarter · Q1
Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Issues related to retirement target date funds. Issues related to tax incentives for retirement savings. Issues related to employee benefit plan administration and electronic delivery of ERISA-mandated statements and disclosures. Consolidation of ERISA-required notices. H.R. 2117, Retirement Simplification Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
WILLIS NORTH AMERICA INC via DAVIS & HARMAN LLP
2014 · first_quarter · Q1
Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to required minimum distributions.
Filing targets: SENATE
2014 · first_quarter · Q1
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues relating to public-sector plan design. Proposals relating to IRS relief for disaster victims. Proposals related to governmental pick-up contributions. Issues related to lifetime income productsin qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Proposals that would combine various retirement plan and IRA types. H.R. 2117, Retirement Plan Simplification Act. Proposals related to tax treatment of retirement plans, IRAs, and annuity products.
Proposals related to the tax treatment of domestic partner health benefits.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
SUNRUN INC via DAVIS & HARMAN LLP
2014 · first_quarter · Q1
Proposals related to Property Assisted Clean Energy (PACE) programs and regulation of such programs by Government Sponsored Entities.
Proposals related to Property Assisted Clean Energy (PACE) programs and regulation of such programs by Government Sponsored Entities.
Incentives for residential rooftop solar systems, including the investment tax credit and the Section 1603 program established under the American Recovery and Reinvestment Act. Proposals related to MACRS and bonus depreciation. Proposals related to reform of tax incentives for third-party owned rooftop solar systems.
NATIONWIDE INSURANCE COMPANIES via DAVIS & HARMAN LLP
2014 · first_quarter · Q1
Proposals to expand retirement plan coverage, including proposals to reform the multiple employer plan rules. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Issues related to the Department of Labor's proposed regulation defining fiduciary. Qualified plan issues.Issues related to EPCRS. Tax incentives for 457 plans. Application of the Volcker rule to insurance company general accounts. Proposals that would consolidate various retirement and IRA types. Proposals related to annuity incentives. Issues related to use of brokerage windows in defined contribution plans. H.R. 2117, Retirement Plan Simplification Act. S. 1270, SAFE Retirement Act.
Proposals to modify the dividends received deduction for life insurance separate accounts and the interest expense disallowance for corporate-owned life insurance policies. Proposals related to the tax treatment of domestic partner health benefits.
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY via DAVIS & HARMAN LLP
2014 · first_quarter · Q1
Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Issues related to retirement target date funds. Issues related to tax incentives for retirementsavings. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals related to tax relief for disaster victims. Proposals to enhance incentives for employers that voluntarily offer qualified retirement plans. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Proposals to increase PBGC premiums. Issues related to lifetime income. Issues related to use of brokerage windows in defined contribution plans. H.R. 2117, Retirement Plan Simplification. Proposals related to tax treatment of retirement plans, IRAs, and annuity products. Proposals that would consolidate various retirement and IRA types.
HUMAN RIGHTS CAMPAIGN via DAVIS & HARMAN LLP
2014 · first_quarter · Q1
Proposals related to the tax treatment of health insurance and other employer-provided benefits for domestic partners, including married same-sex spouses. Issues surrounding tax administration for same-sex couples who have married or entered into civil unions under state law. Issues related to same-sex couples' ability to claim adoption tax credit. Issues related to tax and employee benefits implications of Supreme Courts decision in United States vs. Windsor.
Proposals related to the tax treatment of health insurance and other employer-provided benefits for domestic partners, including married same-sex spouses. Issues related to tax and employee benefits implications of Supreme Courts decision in United States vs. Windsor.
TRANSAMERICA LIFE INSURANCE COMPANY via DAVIS & HARMAN LLP
2013 · fourth_quarter · Q4
Proposals related to establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Proposals to reform the multiple employer plan rules. Guidance related to nondiscrimination rules for defined contribution plan annuity investment products. Issues related to tax incentives for retirement savings. Issues related to lifetime income invetment options. Proposals to consolidate various retirement plan and IRA types. Proposals related to electronicdisclosure. H.R. 2117, Retirement Plan Simplification Act. S.1270, SAFE Retirement Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
NATIONAL RURAL ELECTRIC COOPERATIVE ASSN via DAVIS & HARMAN LLP
2013 · fourth_quarter · Q4
Normal retirement age proposals. Proposals related to increased PBGC premiums, including H.J. Res. 59, Bipartisan Budget Act. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Proposals to reform the multiple employer plan rules. S.1302, Cooperative and Small Employer Charity Pension Flexibility Act. H.R. 2134, Charitable Pension Flexibility Act of 2013. S. 1270, SAFE Retirement Act.
Normal retirement age proposals. Proposals related to increased PBGC premiums, including H.J. Res. 59, Bipartisan Budget Act. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Proposals to reform the multiple employer plan rules. S.1302, Cooperative and Small Employer Charity Pension Flexibility Act. H.R. 2134, Charitable Pension Flexibility Act of 2013. S. 1270, SAFE Retirement Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
EDWARD JONES INVESTMENTS via DAVIS & HARMAN LLP
2013 · fourth_quarter · Q4
Issues related to the definition of fiduciary.
BROKER/DEALER COORDINATION GROUP via DAVIS & HARMAN LLP
2013 · fourth_quarter · Q4
Issues related to the effect of the Department of Labor's fiduciary definition regulation on broker/dealers and their customers and coordination of such regulation with possible SEC action on broker/dealer standard of care. H.R. 2374, Retail Investor Protection Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
SUNRUN INC via DAVIS & HARMAN LLP
2013 · fourth_quarter · Q4
Issues related to petitions before U.S. International Trade Commission related to solar energy technologies imported from China.
Proposals related to Property Assisted Clean Energy (PACE) programs and regulation of such programs by Government Sponsored Entities.
Proposals related to Property Assisted Clean Energy (PACE) programs and regulation of such programs by Government Sponsored Entities.
NATIONWIDE INSURANCE COMPANIES via DAVIS & HARMAN LLP
2013 · fourth_quarter · Q4
Proposals to modify the dividends received deduction for life insurance separate accounts and the interest expense disallowance for corporate-owned life insurance policies. Proposals related to the tax treatment of domestic partner health benefits.
Proposals to expand retirement plan coverage, including proposals to reform the multiple employer plan rules. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Issues related to the Department of Labor's proposed regulation defining fiduciary. Qualified plan issues.Issues related to EPCRS. Tax incentives for 457 plans. Application of the Volcker rule to insurance company general accounts. Proposals that would consolidate various retirement and IRA types. Proposals related to annuity incentives. Issues related to use of brokerage windows in defined contribution plans. H.R. 2117, Retirement Plan Simplification Act. S. 1270, SAFE Retirement Act.
AMERICAN SENIORS HOUSING ASSN via DAVIS & HARMAN LLP
2013 · fourth_quarter · Q4
Proposals related to reform of government-sponsored entities. H. R. 2767, PATH Act, S. 1217, Housing Finance Reform and Taxpayer Protection Act.
Proposals relating to seniors housing, seniors housing residences, long-term care insurance, and carried interest.
Proposals relating to seniors housing, seniors housing residences, and long-term care insurance.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
AMERICAN BENEFITS COUNCIL via DAVIS & HARMAN LLP
2013 · fourth_quarter · Q4
Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Proposals relating to defined benefit plan funding. Issues related to regulations addressing liability for partial termination of defined benefit plans. Issues related to tax incentives for retirement savings and DOL fee disclosure proposals. S. Con Res. 8. H.R. 2117, Retirement Plan Simplification Act.Retirement recommendations contained in the final report of the National Commission on Fiscal Responsibility and Reform. Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals to increase PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to PBGC collections and PBGC disclosure issues, including H. J. Res. 59, Bipartisan Budget Act. Proposals related to electronic disclosure of information under ERISA. Proposals regarding compliance of retirement plans. FASB pension accounting. USA Retirement proposal. Issues related to use of brokerage windows in defined contribution plans. Proposals to reform the multiple employer plan rules. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. S. 1270, SAFE Retirement Act. Proposals related to stretch IRAs, including S. 953, The Student Loan Affordability Act.
LINCOLN NATIONAL CORPORATION via DAVIS & HARMAN LLP
2013 · fourth_quarter · 4A
Comprehensive pension and retirement savings legislation. Proposals related to electronic disclosure of information. Proposals to consolidate retirement plan types.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMITTEE OF ANNUITY INSURERS via DAVIS & HARMAN LLP
2013 · fourth_quarter · Q4
Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Proposals to amend the required minimum distribution rules to restrict the availability of stretch payments to beneficiaries, including S. 953, the Student Loan Affordability Act. S.1270, SAFE Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
2013 · fourth_quarter · Q4
Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Issues relating to public-sector plan design. Proposals relating to IRS relief for disaster victims. Proposals related to governmental pick-up contributions. Issues related to lifetime income productsin qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Proposals that would combine various retirement plan and IRA types. H.R. 2117, Retirement Plan Simplification Act. Proposals related to tax treatment of retirement plans, IRAs, and annuity products.
Proposals related to the tax treatment of domestic partner health benefits.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
VANGUARD GROUP via DAVIS & HARMAN LLP
2013 · fourth_quarter · 4A
Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Issues related to retirement target date funds. Issues related to tax incentives for retirement savings. Issues related to employee benefit plan administration and electronic delivery of ERISA-mandated statements and disclosures. Consolidation of ERISA-required notices. H.R. 2117, Retirement Simplification Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
WILLIS NORTH AMERICA INC via DAVIS & HARMAN LLP
2013 · fourth_quarter · Q4
Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to required minimum distributions.
Filing targets: SENATE
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY via DAVIS & HARMAN LLP
2013 · fourth_quarter · Q4
Taxation of life insurance and annuity products. Proposals related to the tax treatment of domestic partner benefits.
Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Issues related to retirement target date funds. Issues related to tax incentives for retirementsavings. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals related to tax relief for disaster victims. Proposals to enhance incentives for employers that voluntarily offer qualified retirement plans. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Proposals to increase PBGC premiums. Issues related to lifetime income. Issues related to use of brokerage windows in defined contribution plans. H.R. 2117, Retirement Plan Simplification. Proposals related to tax treatment of retirement plans, IRAs, and annuity products. Proposals that would consolidate various retirement and IRA types.
HUMAN RIGHTS CAMPAIGN via DAVIS & HARMAN LLP
2013 · fourth_quarter · Q4
Proposals related to the tax treatment of health insurance and other employer-provided benefits for domestic partners, including married same-sex spouses. Issues surrounding tax administration for same-sex couples who have married or entered into civil unions under state law. Issues related to same-sex couples' ability to claim adoption tax credit. Issues related to tax and employee benefits implications of Supreme Courts decision in United States vs. Windsor.
Proposals related to the tax treatment of health insurance and other employer-provided benefits for domestic partners, including married same-sex spouses. Issues related to tax and employee benefits implications of Supreme Courts decision in United States vs. Windsor.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Proposals regarding the treatment of ERISA plans under the swaps and derivatives provisions of P.L. 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, and the implementing regulations thereunder. Issues related to swap, margin, and capital rules.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Proposals related to Property Assisted Clean Energy (PACE) programs and regulation of such programs by Government Sponsored Entities.
Filing targets: HOUSE OF REPRESENTATIVES
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Taxation of life insurance and annuity products. Proposals related to the tax treatment of domestic partner benefits.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Proposals regarding the treatment of ERISA plans under the swaps and derivatives provisions of P.L. 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, and the implementing regulations thereunder. FASB pension accounting.
Filing targets: HOUSE OF REPRESENTATIVES, Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of
Filing targets: HOUSE OF REPRESENTATIVES, Pension Benefit Guaranty Corporation (PBGC), SENATE
Filing targets: HOUSE OF REPRESENTATIVES, Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of
Issues related to petitions before U.S. International Trade Commission related to solar energy technologies imported from China.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Taxation of life insurance and annuity products. Proposals related to the tax treatment of domestic partner benefits.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of
Filing targets: HOUSE OF REPRESENTATIVES
Taxation of life insurance and annuity products. Proposals related to the tax treatment of domestic partner benefits.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Incentives for residential rooftop solar systems, including the investment tax credit and the Section 1603 program established under the American Recovery and Reinvestment Act. Proposals related to MACRS and bonus depreciation. Proposals related to reform of tax incentives for third-party owned rooftop solar systems. S. 2260, EXPIRE Act.
Filing targets: SENATE
Proposals regarding the treatment of ERISA plans under the swaps and derivatives provisions of P.L. 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, and the implementing regulations thereunder. FASB pension accounting.
Filing targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
Issues related to petitions before U.S. International Trade Commission related to solar energy technologies imported from China.
Filing targets: SENATE
Filing targets: HOUSE OF REPRESENTATIVES
Taxation of life insurance and annuity products. Proposals related to the tax treatment of domestic partner benefits.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Incentives for residential rooftop solar systems, including the investment tax credit and the Section 1603 program established under the American Recovery and Reinvestment Act. Proposals related to MACRS and bonus depreciation. Proposals related to reform of tax incentives for third-party owned rooftop solar systems.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Proposals regarding the treatment of ERISA plans under the swaps and derivatives provisions of P.L. 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, and the implementing regulations thereunder. FASB pension accounting.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Filing targets: HOUSE OF REPRESENTATIVES, SENATE