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Reported covered position: N/A
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.
Automatic IRA Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (auto IRA) H.R. 3361 Pension Protection Technical Corrections Actof 2007 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Actof 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure)
Automatic IRA Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2008 · second_quarter · Q2
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (auto IRA) H.R. 3361 Pension Protection Technical Corrections Act of 2007 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure)
H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 H.R. 2205 Retirement Security for Life ACt of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 3221 American Housing Rescue and Foreclosure Prevention Act of 2008 (Cost Basis Reporting) H.R. 5720 Housing Assistance Tax Act of 2008 (Cost Basis Reporting) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs) H.R. 6049 Energy and Tax Extenders Act of 2008 (Flow-Through) S. 3125 Energy Independence and Tax Relief Act of 2008 (Flow-Through) H.R. 6081 Heros Earnings Assistance and Relief Tax Act (Penalty-Free IRA Withdrawals)
Source: Senate LDA
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (auto IRA) H.R. 3361 Pension Protection Technical Corrections Act of 2007 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure)
Retirement Security for Life Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 H.R. 2205 Retirement Security for Life ACt of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 3221 American Housing Rescue and Foreclosure Prevention Act of 2008 (Cost Basis Reporting) H.R. 5720 Housing Assistance Tax Act of 2008 (Cost Basis Reporting) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs) H.R. 6049 Energy and Tax Extenders Act of 2008 (Flow-Through) S. 3125 Energy Independence and Tax Relief Act of 2008 (Flow-Through) H.R. 6081 Heros Earnings Assistance and Relief Tax Act (Penalty-Free IRA Withdrawals)
Retirement Security for Life Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 878 Simplificiation Through Additional Reporting Tax Act of 2007 (cost basis reporting) S. 601 Simplification Through Additional Reporting Tax Act of 2007 (cost basis reporting) H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Acto of 2007 S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 H.R. 2205 Retirement Security for Life Act of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs)
Generate Retirement Ownership Through Long-Term Holding Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 H.R. 2205 Retirement Security for Life ACt of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 3221 American Housing Rescue and Foreclosure Prevention Act of 2008 (Cost Basis Reporting) H.R. 5720 Housing Assistance Tax Act of 2008 (Cost Basis Reporting) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs) H.R. 6049 Energy and Tax Extenders Act of 2008 (Flow-Through) S. 3125 Energy Independence and Tax Relief Act of 2008 (Flow-Through) H.R. 6081 Heros Earnings Assistance and Relief Tax Act (Penalty-Free IRA Withdrawals)
Generate Retirement Ownership Through Long-Term Holding Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 878 Simplificiation Through Additional Reporting Tax Act of 2007 (cost basis reporting) S. 601 Simplification Through Additional Reporting Tax Act of 2007 (cost basis reporting) H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Acto of 2007 S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 H.R. 2205 Retirement Security for Life Act of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs)
401(k) Fair Disclosure for Retirement Security Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (auto IRA) H.R. 3361 Pension Protection Technical Corrections Actof 2007 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Actof 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure)
401(k) Fair Disclosure for Retirement Security Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (auto IRA) H.R. 3361 Pension Protection Technical Corrections Act of 2007 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure)
Pension Protection Technical Corrections Act of 2008
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (auto IRA) H.R. 3361 Pension Protection Technical Corrections Act of 2007 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure)
Pension Protection Technical Corrections Act of 2008
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (auto IRA) H.R. 3361 Pension Protection Technical Corrections Actof 2007 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Actof 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure)
Defined Contribution Plan Fee Transparency Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (auto IRA) H.R. 3361 Pension Protection Technical Corrections Act of 2007 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure)
Defined Contribution Plan Fee Transparency Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (auto IRA) H.R. 3361 Pension Protection Technical Corrections Actof 2007 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Actof 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure)
To amend the Internal Revenue Code of 1986 with respect to the treatment of prepaid derivative contracts.
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 H.R. 2205 Retirement Security for Life ACt of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 3221 American Housing Rescue and Foreclosure Prevention Act of 2008 (Cost Basis Reporting) H.R. 5720 Housing Assistance Tax Act of 2008 (Cost Basis Reporting) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs) H.R. 6049 Energy and Tax Extenders Act of 2008 (Flow-Through) S. 3125 Energy Independence and Tax Relief Act of 2008 (Flow-Through) H.R. 6081 Heros Earnings Assistance and Relief Tax Act (Penalty-Free IRA Withdrawals)
To amend the Internal Revenue Code of 1986 with respect to the treatment of prepaid derivative contracts.
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 878 Simplificiation Through Additional Reporting Tax Act of 2007 (cost basis reporting) S. 601 Simplification Through Additional Reporting Tax Act of 2007 (cost basis reporting) H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Acto of 2007 S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 H.R. 2205 Retirement Security for Life Act of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs)
Small Businesses Add Value for Employees Act of 2008
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (auto IRA) H.R. 3361 Pension Protection Technical Corrections Act of 2007 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure)
Small Businesses Add Value for Employees Act of 2008
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (auto IRA) H.R. 3361 Pension Protection Technical Corrections Actof 2007 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Actof 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure)
Housing Assistance Tax Act of 2008
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 H.R. 2205 Retirement Security for Life ACt of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 3221 American Housing Rescue and Foreclosure Prevention Act of 2008 (Cost Basis Reporting) H.R. 5720 Housing Assistance Tax Act of 2008 (Cost Basis Reporting) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs) H.R. 6049 Energy and Tax Extenders Act of 2008 (Flow-Through) S. 3125 Energy Independence and Tax Relief Act of 2008 (Flow-Through) H.R. 6081 Heros Earnings Assistance and Relief Tax Act (Penalty-Free IRA Withdrawals)
Heroes Earnings Assistance and Relief Tax Act of 2008
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 H.R. 2205 Retirement Security for Life ACt of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 3221 American Housing Rescue and Foreclosure Prevention Act of 2008 (Cost Basis Reporting) H.R. 5720 Housing Assistance Tax Act of 2008 (Cost Basis Reporting) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs) H.R. 6049 Energy and Tax Extenders Act of 2008 (Flow-Through) S. 3125 Energy Independence and Tax Relief Act of 2008 (Flow-Through) H.R. 6081 Heros Earnings Assistance and Relief Tax Act (Penalty-Free IRA Withdrawals)
Simplification Through Additional Reporting Tax Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 878 Simplificiation Through Additional Reporting Tax Act of 2007 (cost basis reporting) S. 601 Simplification Through Additional Reporting Tax Act of 2007 (cost basis reporting) H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Acto of 2007 S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 H.R. 2205 Retirement Security for Life Act of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs)
Retirement Security for Life Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 H.R. 2205 Retirement Security for Life ACt of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 3221 American Housing Rescue and Foreclosure Prevention Act of 2008 (Cost Basis Reporting) H.R. 5720 Housing Assistance Tax Act of 2008 (Cost Basis Reporting) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs) H.R. 6049 Energy and Tax Extenders Act of 2008 (Flow-Through) S. 3125 Energy Independence and Tax Relief Act of 2008 (Flow-Through) H.R. 6081 Heros Earnings Assistance and Relief Tax Act (Penalty-Free IRA Withdrawals)
Retirement Security for Life Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 878 Simplificiation Through Additional Reporting Tax Act of 2007 (cost basis reporting) S. 601 Simplification Through Additional Reporting Tax Act of 2007 (cost basis reporting) H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Acto of 2007 S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 H.R. 2205 Retirement Security for Life Act of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs)
Automatic IRA Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (auto IRA) H.R. 3361 Pension Protection Technical Corrections Actof 2007 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Actof 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure)
Automatic IRA Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (auto IRA) H.R. 3361 Pension Protection Technical Corrections Act of 2007 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure)
Pension Protection Technical Corrections Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (auto IRA) H.R. 3361 Pension Protection Technical Corrections Actof 2007 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Actof 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure)
Pension Protection Technical Corrections Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (auto IRA) H.R. 3361 Pension Protection Technical Corrections Act of 2007 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure)
Generate Retirement Ownership Through Long-Term Holding Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 H.R. 2205 Retirement Security for Life ACt of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 3221 American Housing Rescue and Foreclosure Prevention Act of 2008 (Cost Basis Reporting) H.R. 5720 Housing Assistance Tax Act of 2008 (Cost Basis Reporting) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs) H.R. 6049 Energy and Tax Extenders Act of 2008 (Flow-Through) S. 3125 Energy Independence and Tax Relief Act of 2008 (Flow-Through) H.R. 6081 Heros Earnings Assistance and Relief Tax Act (Penalty-Free IRA Withdrawals)
Generate Retirement Ownership Through Long-Term Holding Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 878 Simplificiation Through Additional Reporting Tax Act of 2007 (cost basis reporting) S. 601 Simplification Through Additional Reporting Tax Act of 2007 (cost basis reporting) H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Acto of 2007 S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 H.R. 2205 Retirement Security for Life Act of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs)
Defined Contribution Fee Disclosure Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (auto IRA) H.R. 3361 Pension Protection Technical Corrections Act of 2007 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure)
Defined Contribution Fee Disclosure Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (auto IRA) H.R. 3361 Pension Protection Technical Corrections Actof 2007 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Actof 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure)
Energy Independence and Tax Relief Act of 2008
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 H.R. 2205 Retirement Security for Life ACt of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 3221 American Housing Rescue and Foreclosure Prevention Act of 2008 (Cost Basis Reporting) H.R. 5720 Housing Assistance Tax Act of 2008 (Cost Basis Reporting) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs) H.R. 6049 Energy and Tax Extenders Act of 2008 (Flow-Through) S. 3125 Energy Independence and Tax Relief Act of 2008 (Flow-Through) H.R. 6081 Heros Earnings Assistance and Relief Tax Act (Penalty-Free IRA Withdrawals)
Simplification Through Additional Reporting Tax Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 878 Simplificiation Through Additional Reporting Tax Act of 2007 (cost basis reporting) S. 601 Simplification Through Additional Reporting Tax Act of 2007 (cost basis reporting) H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Acto of 2007 S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 H.R. 2205 Retirement Security for Life Act of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs)
Money Market Fund Parity Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1257 Shareholder Vote on Executive Compensation Act, provisions related to proxy vote disclosure H.R. 1289 Community Reinvestment Modernization Act of 2007, provisions related to applying CRA to securities H.R. 2347 Iran Sanctions Enabling Act of 2007, provistions related to divestiture H.J. Res. 20 FY 2007 Continuing Appropriations Act, provisions related to U.S. capital markets competitiveness S. 4 Improving America's Security Act of 2007, provisions related to critical infrastructure S. 761 America Competes Act, provisions related to U.S. capital markets competitiveness S. 831 Sudan Divestment Authorization Act of 2007, provisions related to divestiture S. 1260 Data Security Act of 2007, provisions related to data security S. 1563 Sudan Disclosure and Enforcement Act of 2007, provisions related to divestiture S. 1677 Currency Reform and Financial Markets Access Act of 2007, provisions related to China market access H.R. 180 Darfur Accountability and Divestment Act, provisions related to divestiture H.R. 964 Securely Protect Yourself Against Cyber Trespass (SPY) Act, provisions related to data security H.R. 1171 Money Market Fund Parity Act of 2007, provisions related to mutual fund competitiveness
Money Market Fund Parity Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1171 Money Market Fund Parity Act of 2007 (mutual fund competitiveness) H.R. 1257 Shareholder Vote on Executive Compensation Act (proxy vote disclosure) H.R. 2347 Iran Sanctions Enabling Act of 2007 (divestiture) H.R. 3046 Social Security Number Privacy and Identity Theft Prevention Act of 2007 (privacy) H.R. 3915 Mortgage Reform and Anti-Predatory Lending Act of 2007 (subprime assignee liability) H. Res. 552 China Market Access Resolution S. 831 Sudan Divestment Authorization Act of 2007 (divestiture) S. 1563 Sudan Disclosure and Enforcement Act of 2007 (divestiture) S. 1677 Currency Reform and Financial Markets Access Act of 2007 (China market access) S. 2271 Sudan Accountability and Divestment Act of 2007 (divestiture) S. 2452 Home Ownership Preservation and Protection Act of 2007 (subprime assignee liability) H.R. 180 Darfur Accountability and Divestment Act (divestiture) H.R. 964 Securely Protect Yourself Against Cyber Trespass (SPY) Act (data security)
Shareholder Vote on Executive Compensation Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1171 Money Market Fund Parity Act of 2007 (mutual fund competitiveness) H.R. 1257 Shareholder Vote on Executive Compensation Act (proxy vote disclosure) H.R. 2347 Iran Sanctions Enabling Act of 2007 (divestiture) H.R. 3046 Social Security Number Privacy and Identity Theft Prevention Act of 2007 (privacy) H.R. 3915 Mortgage Reform and Anti-Predatory Lending Act of 2007 (subprime assignee liability) H. Res. 552 China Market Access Resolution S. 831 Sudan Divestment Authorization Act of 2007 (divestiture) S. 1563 Sudan Disclosure and Enforcement Act of 2007 (divestiture) S. 1677 Currency Reform and Financial Markets Access Act of 2007 (China market access) S. 2271 Sudan Accountability and Divestment Act of 2007 (divestiture) S. 2452 Home Ownership Preservation and Protection Act of 2007 (subprime assignee liability) H.R. 180 Darfur Accountability and Divestment Act (divestiture) H.R. 964 Securely Protect Yourself Against Cyber Trespass (SPY) Act (data security)
Shareholder Vote on Executive Compensation Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1257 Shareholder Vote on Executive Compensation Act, provisions related to proxy vote disclosure H.R. 1289 Community Reinvestment Modernization Act of 2007, provisions related to applying CRA to securities H.R. 2347 Iran Sanctions Enabling Act of 2007, provistions related to divestiture H.J. Res. 20 FY 2007 Continuing Appropriations Act, provisions related to U.S. capital markets competitiveness S. 4 Improving America's Security Act of 2007, provisions related to critical infrastructure S. 761 America Competes Act, provisions related to U.S. capital markets competitiveness S. 831 Sudan Divestment Authorization Act of 2007, provisions related to divestiture S. 1260 Data Security Act of 2007, provisions related to data security S. 1563 Sudan Disclosure and Enforcement Act of 2007, provisions related to divestiture S. 1677 Currency Reform and Financial Markets Access Act of 2007, provisions related to China market access H.R. 180 Darfur Accountability and Divestment Act, provisions related to divestiture H.R. 964 Securely Protect Yourself Against Cyber Trespass (SPY) Act, provisions related to data security H.R. 1171 Money Market Fund Parity Act of 2007, provisions related to mutual fund competitiveness
Community Reinvestment Modernization Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1257 Shareholder Vote on Executive Compensation Act, provisions related to proxy vote disclosure H.R. 1289 Community Reinvestment Modernization Act of 2007, provisions related to applying CRA to securities H.R. 2347 Iran Sanctions Enabling Act of 2007, provistions related to divestiture H.J. Res. 20 FY 2007 Continuing Appropriations Act, provisions related to U.S. capital markets competitiveness S. 4 Improving America's Security Act of 2007, provisions related to critical infrastructure S. 761 America Competes Act, provisions related to U.S. capital markets competitiveness S. 831 Sudan Divestment Authorization Act of 2007, provisions related to divestiture S. 1260 Data Security Act of 2007, provisions related to data security S. 1563 Sudan Disclosure and Enforcement Act of 2007, provisions related to divestiture S. 1677 Currency Reform and Financial Markets Access Act of 2007, provisions related to China market access H.R. 180 Darfur Accountability and Divestment Act, provisions related to divestiture H.R. 964 Securely Protect Yourself Against Cyber Trespass (SPY) Act, provisions related to data security H.R. 1171 Money Market Fund Parity Act of 2007, provisions related to mutual fund competitiveness
Darfur Accountability and Divestment Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1257 Shareholder Vote on Executive Compensation Act, provisions related to proxy vote disclosure H.R. 1289 Community Reinvestment Modernization Act of 2007, provisions related to applying CRA to securities H.R. 2347 Iran Sanctions Enabling Act of 2007, provistions related to divestiture H.J. Res. 20 FY 2007 Continuing Appropriations Act, provisions related to U.S. capital markets competitiveness S. 4 Improving America's Security Act of 2007, provisions related to critical infrastructure S. 761 America Competes Act, provisions related to U.S. capital markets competitiveness S. 831 Sudan Divestment Authorization Act of 2007, provisions related to divestiture S. 1260 Data Security Act of 2007, provisions related to data security S. 1563 Sudan Disclosure and Enforcement Act of 2007, provisions related to divestiture S. 1677 Currency Reform and Financial Markets Access Act of 2007, provisions related to China market access H.R. 180 Darfur Accountability and Divestment Act, provisions related to divestiture H.R. 964 Securely Protect Yourself Against Cyber Trespass (SPY) Act, provisions related to data security H.R. 1171 Money Market Fund Parity Act of 2007, provisions related to mutual fund competitiveness
Darfur Accountability and Divestment Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1171 Money Market Fund Parity Act of 2007 (mutual fund competitiveness) H.R. 1257 Shareholder Vote on Executive Compensation Act (proxy vote disclosure) H.R. 2347 Iran Sanctions Enabling Act of 2007 (divestiture) H.R. 3046 Social Security Number Privacy and Identity Theft Prevention Act of 2007 (privacy) H.R. 3915 Mortgage Reform and Anti-Predatory Lending Act of 2007 (subprime assignee liability) H. Res. 552 China Market Access Resolution S. 831 Sudan Divestment Authorization Act of 2007 (divestiture) S. 1563 Sudan Disclosure and Enforcement Act of 2007 (divestiture) S. 1677 Currency Reform and Financial Markets Access Act of 2007 (China market access) S. 2271 Sudan Accountability and Divestment Act of 2007 (divestiture) S. 2452 Home Ownership Preservation and Protection Act of 2007 (subprime assignee liability) H.R. 180 Darfur Accountability and Divestment Act (divestiture) H.R. 964 Securely Protect Yourself Against Cyber Trespass (SPY) Act (data security)
Automatic IRA Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 2473 Defined Contribution Fee Disclosure Act of 2007 H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007
Retirement Security for Life Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 6 Energy Independence and Security Act of 2007 (cost basis reporting) H.R. 3996 Tax Increase Prevention Act of 2007 (cost basis reporting, flow-through) H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 (taxation of capital gains distributions) S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 (taxation of capital gains distributions) H.R. 2205 Retirement Security for Life Act of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs) H.R. 878 Simplification Through Additional Reporting Tax Act of 2007 (cost basis reporting) S. 601 Simplification Through Additional Reporting Tax Act of 2007 (cost basis reporting)
To make permanent the individual income tax rates for capital gains and dividends.
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 601 Simplification Through Additional Reporting Tax Act of 2007, provisions related to cost basis reporting H.R. 2312 To make permanent the individual tax rates for capital gains and dividends S. 502 To repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends at capital gains rates Issues related to Exchange Traded Notes H.R. 878 Simplification Through Additional Reporting Tax Act of 2007, provisions related to cost basis reporting H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007, provisions related to taxation of capital gains distributions
Iran Sanctions Enabling Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1171 Money Market Fund Parity Act of 2007 (mutual fund competitiveness) H.R. 1257 Shareholder Vote on Executive Compensation Act (proxy vote disclosure) H.R. 2347 Iran Sanctions Enabling Act of 2007 (divestiture) H.R. 3046 Social Security Number Privacy and Identity Theft Prevention Act of 2007 (privacy) H.R. 3915 Mortgage Reform and Anti-Predatory Lending Act of 2007 (subprime assignee liability) H. Res. 552 China Market Access Resolution S. 831 Sudan Divestment Authorization Act of 2007 (divestiture) S. 1563 Sudan Disclosure and Enforcement Act of 2007 (divestiture) S. 1677 Currency Reform and Financial Markets Access Act of 2007 (China market access) S. 2271 Sudan Accountability and Divestment Act of 2007 (divestiture) S. 2452 Home Ownership Preservation and Protection Act of 2007 (subprime assignee liability) H.R. 180 Darfur Accountability and Divestment Act (divestiture) H.R. 964 Securely Protect Yourself Against Cyber Trespass (SPY) Act (data security)
Iran Sanctions Enabling Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1257 Shareholder Vote on Executive Compensation Act, provisions related to proxy vote disclosure H.R. 1289 Community Reinvestment Modernization Act of 2007, provisions related to applying CRA to securities H.R. 2347 Iran Sanctions Enabling Act of 2007, provistions related to divestiture H.J. Res. 20 FY 2007 Continuing Appropriations Act, provisions related to U.S. capital markets competitiveness S. 4 Improving America's Security Act of 2007, provisions related to critical infrastructure S. 761 America Competes Act, provisions related to U.S. capital markets competitiveness S. 831 Sudan Divestment Authorization Act of 2007, provisions related to divestiture S. 1260 Data Security Act of 2007, provisions related to data security S. 1563 Sudan Disclosure and Enforcement Act of 2007, provisions related to divestiture S. 1677 Currency Reform and Financial Markets Access Act of 2007, provisions related to China market access H.R. 180 Darfur Accountability and Divestment Act, provisions related to divestiture H.R. 964 Securely Protect Yourself Against Cyber Trespass (SPY) Act, provisions related to data security H.R. 1171 Money Market Fund Parity Act of 2007, provisions related to mutual fund competitiveness
Generate Retirement Ownership Through Long-Term Holding Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 6 Energy Independence and Security Act of 2007 (cost basis reporting) H.R. 3996 Tax Increase Prevention Act of 2007 (cost basis reporting, flow-through) H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 (taxation of capital gains distributions) S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 (taxation of capital gains distributions) H.R. 2205 Retirement Security for Life Act of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs) H.R. 878 Simplification Through Additional Reporting Tax Act of 2007 (cost basis reporting) S. 601 Simplification Through Additional Reporting Tax Act of 2007 (cost basis reporting)
Generate Retirement Ownership Through Long-Term Holding Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 601 Simplification Through Additional Reporting Tax Act of 2007, provisions related to cost basis reporting H.R. 2312 To make permanent the individual tax rates for capital gains and dividends S. 502 To repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends at capital gains rates Issues related to Exchange Traded Notes H.R. 878 Simplification Through Additional Reporting Tax Act of 2007, provisions related to cost basis reporting H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007, provisions related to taxation of capital gains distributions
Social Security Number Privacy and Identity Theft Prevention Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1171 Money Market Fund Parity Act of 2007 (mutual fund competitiveness) H.R. 1257 Shareholder Vote on Executive Compensation Act (proxy vote disclosure) H.R. 2347 Iran Sanctions Enabling Act of 2007 (divestiture) H.R. 3046 Social Security Number Privacy and Identity Theft Prevention Act of 2007 (privacy) H.R. 3915 Mortgage Reform and Anti-Predatory Lending Act of 2007 (subprime assignee liability) H. Res. 552 China Market Access Resolution S. 831 Sudan Divestment Authorization Act of 2007 (divestiture) S. 1563 Sudan Disclosure and Enforcement Act of 2007 (divestiture) S. 1677 Currency Reform and Financial Markets Access Act of 2007 (China market access) S. 2271 Sudan Accountability and Divestment Act of 2007 (divestiture) S. 2452 Home Ownership Preservation and Protection Act of 2007 (subprime assignee liability) H.R. 180 Darfur Accountability and Divestment Act (divestiture) H.R. 964 Securely Protect Yourself Against Cyber Trespass (SPY) Act (data security)
401(k) Fair Disclosure for Retirement Security Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 2473 Defined Contribution Fee Disclosure Act of 2007 H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007
Defined Contribution Plan Fee Transparency Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 2473 Defined Contribution Fee Disclosure Act of 2007 H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007
Tax Increase Prevention Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 6 Energy Independence and Security Act of 2007 (cost basis reporting) H.R. 3996 Tax Increase Prevention Act of 2007 (cost basis reporting, flow-through) H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 (taxation of capital gains distributions) S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 (taxation of capital gains distributions) H.R. 2205 Retirement Security for Life Act of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs) H.R. 878 Simplification Through Additional Reporting Tax Act of 2007 (cost basis reporting) S. 601 Simplification Through Additional Reporting Tax Act of 2007 (cost basis reporting)
To amend the Internal Revenue Code of 1986 with respect to the treatment of prepaid derivative contracts.
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 6 Energy Independence and Security Act of 2007 (cost basis reporting) H.R. 3996 Tax Increase Prevention Act of 2007 (cost basis reporting, flow-through) H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 (taxation of capital gains distributions) S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 (taxation of capital gains distributions) H.R. 2205 Retirement Security for Life Act of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs) H.R. 878 Simplification Through Additional Reporting Tax Act of 2007 (cost basis reporting) S. 601 Simplification Through Additional Reporting Tax Act of 2007 (cost basis reporting)
Simplification Through Additional Reporting Tax Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 601 Simplification Through Additional Reporting Tax Act of 2007, provisions related to cost basis reporting H.R. 2312 To make permanent the individual tax rates for capital gains and dividends S. 502 To repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends at capital gains rates Issues related to Exchange Traded Notes H.R. 878 Simplification Through Additional Reporting Tax Act of 2007, provisions related to cost basis reporting H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007, provisions related to taxation of capital gains distributions
Simplification Through Additional Reporting Tax Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 6 Energy Independence and Security Act of 2007 (cost basis reporting) H.R. 3996 Tax Increase Prevention Act of 2007 (cost basis reporting, flow-through) H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 (taxation of capital gains distributions) S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 (taxation of capital gains distributions) H.R. 2205 Retirement Security for Life Act of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs) H.R. 878 Simplification Through Additional Reporting Tax Act of 2007 (cost basis reporting) S. 601 Simplification Through Additional Reporting Tax Act of 2007 (cost basis reporting)
H.R. 1171 Money Market Fund Parity Act of 2007 (mutual fund competitiveness) H.R. 1257 Shareholder Vote on Executive Compensation Act (proxy vote disclosure) H.R. 2347 Iran Sanctions Enabling Act of 2007 (divestiture) H.R. 3046 Social Security Number Privacy and Identity Theft Prevention Act of 2007 (privacy) H.R. 3915 Mortgage Reform and Anti-Predatory Lending Act of 2007 (subprime assignee liability) H. Res. 552 China Market Access Resolution S. 831 Sudan Divestment Authorization Act of 2007 (divestiture) S. 1563 Sudan Disclosure and Enforcement Act of 2007 (divestiture) S. 1677 Currency Reform and Financial Markets Access Act of 2007 (China market access) S. 2271 Sudan Accountability and Divestment Act of 2007 (divestiture) S. 2452 Home Ownership Preservation and Protection Act of 2007 (subprime assignee liability) H.R. 180 Darfur Accountability and Divestment Act (divestiture) H.R. 964 Securely Protect Yourself Against Cyber Trespass (SPY) Act (data security)
H.R. 1257 Shareholder Vote on Executive Compensation Act, provisions related to proxy vote disclosure H.R. 1289 Community Reinvestment Modernization Act of 2007, provisions related to applying CRA to securities H.R. 2347 Iran Sanctions Enabling Act of 2007, provistions related to divestiture H.J. Res. 20 FY 2007 Continuing Appropriations Act, provisions related to U.S. capital markets competitiveness S. 4 Improving America's Security Act of 2007, provisions related to critical infrastructure S. 761 America Competes Act, provisions related to U.S. capital markets competitiveness S. 831 Sudan Divestment Authorization Act of 2007, provisions related to divestiture S. 1260 Data Security Act of 2007, provisions related to data security S. 1563 Sudan Disclosure and Enforcement Act of 2007, provisions related to divestiture S. 1677 Currency Reform and Financial Markets Access Act of 2007, provisions related to China market access H.R. 180 Darfur Accountability and Divestment Act, provisions related to divestiture H.R. 964 Securely Protect Yourself Against Cyber Trespass (SPY) Act, provisions related to data security H.R. 1171 Money Market Fund Parity Act of 2007, provisions related to mutual fund competitiveness
Calling on the Government of the People's Republic of China to remove barriers to United States financial services firms doing business in China.
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1171 Money Market Fund Parity Act of 2007 (mutual fund competitiveness) H.R. 1257 Shareholder Vote on Executive Compensation Act (proxy vote disclosure) H.R. 2347 Iran Sanctions Enabling Act of 2007 (divestiture) H.R. 3046 Social Security Number Privacy and Identity Theft Prevention Act of 2007 (privacy) H.R. 3915 Mortgage Reform and Anti-Predatory Lending Act of 2007 (subprime assignee liability) H. Res. 552 China Market Access Resolution S. 831 Sudan Divestment Authorization Act of 2007 (divestiture) S. 1563 Sudan Disclosure and Enforcement Act of 2007 (divestiture) S. 1677 Currency Reform and Financial Markets Access Act of 2007 (China market access) S. 2271 Sudan Accountability and Divestment Act of 2007 (divestiture) S. 2452 Home Ownership Preservation and Protection Act of 2007 (subprime assignee liability) H.R. 180 Darfur Accountability and Divestment Act (divestiture) H.R. 964 Securely Protect Yourself Against Cyber Trespass (SPY) Act (data security)
Retirement Security for Life Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 6 Energy Independence and Security Act of 2007 (cost basis reporting) H.R. 3996 Tax Increase Prevention Act of 2007 (cost basis reporting, flow-through) H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 (taxation of capital gains distributions) S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 (taxation of capital gains distributions) H.R. 2205 Retirement Security for Life Act of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs) H.R. 878 Simplification Through Additional Reporting Tax Act of 2007 (cost basis reporting) S. 601 Simplification Through Additional Reporting Tax Act of 2007 (cost basis reporting)
Automatic IRA Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 2473 Defined Contribution Fee Disclosure Act of 2007 H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007
Data Security Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1257 Shareholder Vote on Executive Compensation Act, provisions related to proxy vote disclosure H.R. 1289 Community Reinvestment Modernization Act of 2007, provisions related to applying CRA to securities H.R. 2347 Iran Sanctions Enabling Act of 2007, provistions related to divestiture H.J. Res. 20 FY 2007 Continuing Appropriations Act, provisions related to U.S. capital markets competitiveness S. 4 Improving America's Security Act of 2007, provisions related to critical infrastructure S. 761 America Competes Act, provisions related to U.S. capital markets competitiveness S. 831 Sudan Divestment Authorization Act of 2007, provisions related to divestiture S. 1260 Data Security Act of 2007, provisions related to data security S. 1563 Sudan Disclosure and Enforcement Act of 2007, provisions related to divestiture S. 1677 Currency Reform and Financial Markets Access Act of 2007, provisions related to China market access H.R. 180 Darfur Accountability and Divestment Act, provisions related to divestiture H.R. 964 Securely Protect Yourself Against Cyber Trespass (SPY) Act, provisions related to data security H.R. 1171 Money Market Fund Parity Act of 2007, provisions related to mutual fund competitiveness
Sudan Disclosure and Enforcement Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1171 Money Market Fund Parity Act of 2007 (mutual fund competitiveness) H.R. 1257 Shareholder Vote on Executive Compensation Act (proxy vote disclosure) H.R. 2347 Iran Sanctions Enabling Act of 2007 (divestiture) H.R. 3046 Social Security Number Privacy and Identity Theft Prevention Act of 2007 (privacy) H.R. 3915 Mortgage Reform and Anti-Predatory Lending Act of 2007 (subprime assignee liability) H. Res. 552 China Market Access Resolution S. 831 Sudan Divestment Authorization Act of 2007 (divestiture) S. 1563 Sudan Disclosure and Enforcement Act of 2007 (divestiture) S. 1677 Currency Reform and Financial Markets Access Act of 2007 (China market access) S. 2271 Sudan Accountability and Divestment Act of 2007 (divestiture) S. 2452 Home Ownership Preservation and Protection Act of 2007 (subprime assignee liability) H.R. 180 Darfur Accountability and Divestment Act (divestiture) H.R. 964 Securely Protect Yourself Against Cyber Trespass (SPY) Act (data security)
Sudan Disclosure and Enforcement Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1257 Shareholder Vote on Executive Compensation Act, provisions related to proxy vote disclosure H.R. 1289 Community Reinvestment Modernization Act of 2007, provisions related to applying CRA to securities H.R. 2347 Iran Sanctions Enabling Act of 2007, provistions related to divestiture H.J. Res. 20 FY 2007 Continuing Appropriations Act, provisions related to U.S. capital markets competitiveness S. 4 Improving America's Security Act of 2007, provisions related to critical infrastructure S. 761 America Competes Act, provisions related to U.S. capital markets competitiveness S. 831 Sudan Divestment Authorization Act of 2007, provisions related to divestiture S. 1260 Data Security Act of 2007, provisions related to data security S. 1563 Sudan Disclosure and Enforcement Act of 2007, provisions related to divestiture S. 1677 Currency Reform and Financial Markets Access Act of 2007, provisions related to China market access H.R. 180 Darfur Accountability and Divestment Act, provisions related to divestiture H.R. 964 Securely Protect Yourself Against Cyber Trespass (SPY) Act, provisions related to data security H.R. 1171 Money Market Fund Parity Act of 2007, provisions related to mutual fund competitiveness
Currency Reform and Financial Markets Access Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1171 Money Market Fund Parity Act of 2007 (mutual fund competitiveness) H.R. 1257 Shareholder Vote on Executive Compensation Act (proxy vote disclosure) H.R. 2347 Iran Sanctions Enabling Act of 2007 (divestiture) H.R. 3046 Social Security Number Privacy and Identity Theft Prevention Act of 2007 (privacy) H.R. 3915 Mortgage Reform and Anti-Predatory Lending Act of 2007 (subprime assignee liability) H. Res. 552 China Market Access Resolution S. 831 Sudan Divestment Authorization Act of 2007 (divestiture) S. 1563 Sudan Disclosure and Enforcement Act of 2007 (divestiture) S. 1677 Currency Reform and Financial Markets Access Act of 2007 (China market access) S. 2271 Sudan Accountability and Divestment Act of 2007 (divestiture) S. 2452 Home Ownership Preservation and Protection Act of 2007 (subprime assignee liability) H.R. 180 Darfur Accountability and Divestment Act (divestiture) H.R. 964 Securely Protect Yourself Against Cyber Trespass (SPY) Act (data security)
Currency Reform and Financial Markets Access Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1257 Shareholder Vote on Executive Compensation Act, provisions related to proxy vote disclosure H.R. 1289 Community Reinvestment Modernization Act of 2007, provisions related to applying CRA to securities H.R. 2347 Iran Sanctions Enabling Act of 2007, provistions related to divestiture H.J. Res. 20 FY 2007 Continuing Appropriations Act, provisions related to U.S. capital markets competitiveness S. 4 Improving America's Security Act of 2007, provisions related to critical infrastructure S. 761 America Competes Act, provisions related to U.S. capital markets competitiveness S. 831 Sudan Divestment Authorization Act of 2007, provisions related to divestiture S. 1260 Data Security Act of 2007, provisions related to data security S. 1563 Sudan Disclosure and Enforcement Act of 2007, provisions related to divestiture S. 1677 Currency Reform and Financial Markets Access Act of 2007, provisions related to China market access H.R. 180 Darfur Accountability and Divestment Act, provisions related to divestiture H.R. 964 Securely Protect Yourself Against Cyber Trespass (SPY) Act, provisions related to data security H.R. 1171 Money Market Fund Parity Act of 2007, provisions related to mutual fund competitiveness
Generate Retirement Ownership Through Long-Term Holding Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 6 Energy Independence and Security Act of 2007 (cost basis reporting) H.R. 3996 Tax Increase Prevention Act of 2007 (cost basis reporting, flow-through) H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 (taxation of capital gains distributions) S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 (taxation of capital gains distributions) H.R. 2205 Retirement Security for Life Act of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs) H.R. 878 Simplification Through Additional Reporting Tax Act of 2007 (cost basis reporting) S. 601 Simplification Through Additional Reporting Tax Act of 2007 (cost basis reporting)
Sudan Accountability and Divestment Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1171 Money Market Fund Parity Act of 2007 (mutual fund competitiveness) H.R. 1257 Shareholder Vote on Executive Compensation Act (proxy vote disclosure) H.R. 2347 Iran Sanctions Enabling Act of 2007 (divestiture) H.R. 3046 Social Security Number Privacy and Identity Theft Prevention Act of 2007 (privacy) H.R. 3915 Mortgage Reform and Anti-Predatory Lending Act of 2007 (subprime assignee liability) H. Res. 552 China Market Access Resolution S. 831 Sudan Divestment Authorization Act of 2007 (divestiture) S. 1563 Sudan Disclosure and Enforcement Act of 2007 (divestiture) S. 1677 Currency Reform and Financial Markets Access Act of 2007 (China market access) S. 2271 Sudan Accountability and Divestment Act of 2007 (divestiture) S. 2452 Home Ownership Preservation and Protection Act of 2007 (subprime assignee liability) H.R. 180 Darfur Accountability and Divestment Act (divestiture) H.R. 964 Securely Protect Yourself Against Cyber Trespass (SPY) Act (data security)
Home Ownership Preservation and Protection Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1171 Money Market Fund Parity Act of 2007 (mutual fund competitiveness) H.R. 1257 Shareholder Vote on Executive Compensation Act (proxy vote disclosure) H.R. 2347 Iran Sanctions Enabling Act of 2007 (divestiture) H.R. 3046 Social Security Number Privacy and Identity Theft Prevention Act of 2007 (privacy) H.R. 3915 Mortgage Reform and Anti-Predatory Lending Act of 2007 (subprime assignee liability) H. Res. 552 China Market Access Resolution S. 831 Sudan Divestment Authorization Act of 2007 (divestiture) S. 1563 Sudan Disclosure and Enforcement Act of 2007 (divestiture) S. 1677 Currency Reform and Financial Markets Access Act of 2007 (China market access) S. 2271 Sudan Accountability and Divestment Act of 2007 (divestiture) S. 2452 Home Ownership Preservation and Protection Act of 2007 (subprime assignee liability) H.R. 180 Darfur Accountability and Divestment Act (divestiture) H.R. 964 Securely Protect Yourself Against Cyber Trespass (SPY) Act (data security)
Defined Contribution Fee Disclosure Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 2473 Defined Contribution Fee Disclosure Act of 2007 H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007
A bill to repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends of individuals at capital gains rates.
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 601 Simplification Through Additional Reporting Tax Act of 2007, provisions related to cost basis reporting H.R. 2312 To make permanent the individual tax rates for capital gains and dividends S. 502 To repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends at capital gains rates Issues related to Exchange Traded Notes H.R. 878 Simplification Through Additional Reporting Tax Act of 2007, provisions related to cost basis reporting H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007, provisions related to taxation of capital gains distributions
Simplification Through Additional Reporting Tax Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 601 Simplification Through Additional Reporting Tax Act of 2007, provisions related to cost basis reporting H.R. 2312 To make permanent the individual tax rates for capital gains and dividends S. 502 To repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends at capital gains rates Issues related to Exchange Traded Notes H.R. 878 Simplification Through Additional Reporting Tax Act of 2007, provisions related to cost basis reporting H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007, provisions related to taxation of capital gains distributions
Simplification Through Additional Reporting Tax Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 6 Energy Independence and Security Act of 2007 (cost basis reporting) H.R. 3996 Tax Increase Prevention Act of 2007 (cost basis reporting, flow-through) H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 (taxation of capital gains distributions) S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 (taxation of capital gains distributions) H.R. 2205 Retirement Security for Life Act of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs) H.R. 878 Simplification Through Additional Reporting Tax Act of 2007 (cost basis reporting) S. 601 Simplification Through Additional Reporting Tax Act of 2007 (cost basis reporting)
Sudan Divestment Authorization Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1171 Money Market Fund Parity Act of 2007 (mutual fund competitiveness) H.R. 1257 Shareholder Vote on Executive Compensation Act (proxy vote disclosure) H.R. 2347 Iran Sanctions Enabling Act of 2007 (divestiture) H.R. 3046 Social Security Number Privacy and Identity Theft Prevention Act of 2007 (privacy) H.R. 3915 Mortgage Reform and Anti-Predatory Lending Act of 2007 (subprime assignee liability) H. Res. 552 China Market Access Resolution S. 831 Sudan Divestment Authorization Act of 2007 (divestiture) S. 1563 Sudan Disclosure and Enforcement Act of 2007 (divestiture) S. 1677 Currency Reform and Financial Markets Access Act of 2007 (China market access) S. 2271 Sudan Accountability and Divestment Act of 2007 (divestiture) S. 2452 Home Ownership Preservation and Protection Act of 2007 (subprime assignee liability) H.R. 180 Darfur Accountability and Divestment Act (divestiture) H.R. 964 Securely Protect Yourself Against Cyber Trespass (SPY) Act (data security)
Sudan Divestment Authorization Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1257 Shareholder Vote on Executive Compensation Act, provisions related to proxy vote disclosure H.R. 1289 Community Reinvestment Modernization Act of 2007, provisions related to applying CRA to securities H.R. 2347 Iran Sanctions Enabling Act of 2007, provistions related to divestiture H.J. Res. 20 FY 2007 Continuing Appropriations Act, provisions related to U.S. capital markets competitiveness S. 4 Improving America's Security Act of 2007, provisions related to critical infrastructure S. 761 America Competes Act, provisions related to U.S. capital markets competitiveness S. 831 Sudan Divestment Authorization Act of 2007, provisions related to divestiture S. 1260 Data Security Act of 2007, provisions related to data security S. 1563 Sudan Disclosure and Enforcement Act of 2007, provisions related to divestiture S. 1677 Currency Reform and Financial Markets Access Act of 2007, provisions related to China market access H.R. 180 Darfur Accountability and Divestment Act, provisions related to divestiture H.R. 964 Securely Protect Yourself Against Cyber Trespass (SPY) Act, provisions related to data security H.R. 1171 Money Market Fund Parity Act of 2007, provisions related to mutual fund competitiveness
Notification of Risk to Personal Data Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1461 Federal Housing Finance Reform Act of 2005, provisions related to GSEs H.R. 3997 Financial Data Protection Act of 2005, provisions related to data security H.R. 4127 Data Accountability and Trust Act, provisions related to data security H.R. 4618 Compliance, Examinations, and Inspections Restructuring Act of 2005, provisions related to SEC authority H.R. 5318 Cyber-Security Enhancement and Consumer Data Protection Act of 2006, provisions related to data security H.R. 5337 Reform of National Security Reviews of Foreign Direct Investments Act, provisions related to CFIUS H.R. 5491 Securities Litigiation Attorney Accountability and Transparency Act, provisions related to securities class actions H.R. 5712 Securities and Exchange Commission Authority Restoration Act of 2006, provisions related to hedge fund investment adviser registration H.R. 6079 Hedge Fund Study Act, provisions related to hedge fund regulation S. 190 Federal Housing Enterprise Regulatory Reform Act of 2005, provisions related to GSEs S. 418/H.R.458 Military Personnel FInancial Services Protection Act, provisions related to contractual plans S. 687 SPY BLOCK Act, provisions related to data security S. 1326 Notification of Rick to Personal Data Act, provisions related to data security S. 1608 U.S. SAFE WEB Act of 2005, provisions related to data security S. 1789 Personal Data Privacy and Security Act of 2005, provisions related to data security S. 2856 Financial Services Regulatory Relief Act, provisions related to model privacy forum S. 3568 Data Security Act of 2006, provisions related to data security S. 3850/ H.R. 2990 Credit Rating Agency Reform Act of 2006, provisions related to NRSROs H.R. 282 Iran Freedom Support Act, provisions related to disclosure of mutual fund investments in Iran H.R. 436/S. 1396 Increased Capital Access for Growing Business Act, provisions related to business development companies
Increased Capital Access for Growing Business Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1461 Federal Housing Finance Reform Act of 2005, provisions related to GSEs H.R. 3997 Financial Data Protection Act of 2005, provisions related to data security H.R. 4127 Data Accountability and Trust Act, provisions related to data security H.R. 4618 Compliance, Examinations, and Inspections Restructuring Act of 2005, provisions related to SEC authority H.R. 5318 Cyber-Security Enhancement and Consumer Data Protection Act of 2006, provisions related to data security H.R. 5337 Reform of National Security Reviews of Foreign Direct Investments Act, provisions related to CFIUS H.R. 5491 Securities Litigiation Attorney Accountability and Transparency Act, provisions related to securities class actions H.R. 5712 Securities and Exchange Commission Authority Restoration Act of 2006, provisions related to hedge fund investment adviser registration H.R. 6079 Hedge Fund Study Act, provisions related to hedge fund regulation S. 190 Federal Housing Enterprise Regulatory Reform Act of 2005, provisions related to GSEs S. 418/H.R.458 Military Personnel FInancial Services Protection Act, provisions related to contractual plans S. 687 SPY BLOCK Act, provisions related to data security S. 1326 Notification of Rick to Personal Data Act, provisions related to data security S. 1608 U.S. SAFE WEB Act of 2005, provisions related to data security S. 1789 Personal Data Privacy and Security Act of 2005, provisions related to data security S. 2856 Financial Services Regulatory Relief Act, provisions related to model privacy forum S. 3568 Data Security Act of 2006, provisions related to data security S. 3850/ H.R. 2990 Credit Rating Agency Reform Act of 2006, provisions related to NRSROs H.R. 282 Iran Freedom Support Act, provisions related to disclosure of mutual fund investments in Iran H.R. 436/S. 1396 Increased Capital Access for Growing Business Act, provisions related to business development companies
Undertaking Spam, Spyware, And Fraud Enforcement With Enforcers beyond Borders Act of 2006
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1461 Federal Housing Finance Reform Act of 2005, provisions related to GSEs H.R. 3997 Financial Data Protection Act of 2005, provisions related to data security H.R. 4127 Data Accountability and Trust Act, provisions related to data security H.R. 4618 Compliance, Examinations, and Inspections Restructuring Act of 2005, provisions related to SEC authority H.R. 5318 Cyber-Security Enhancement and Consumer Data Protection Act of 2006, provisions related to data security H.R. 5337 Reform of National Security Reviews of Foreign Direct Investments Act, provisions related to CFIUS H.R. 5491 Securities Litigiation Attorney Accountability and Transparency Act, provisions related to securities class actions H.R. 5712 Securities and Exchange Commission Authority Restoration Act of 2006, provisions related to hedge fund investment adviser registration H.R. 6079 Hedge Fund Study Act, provisions related to hedge fund regulation S. 190 Federal Housing Enterprise Regulatory Reform Act of 2005, provisions related to GSEs S. 418/H.R.458 Military Personnel FInancial Services Protection Act, provisions related to contractual plans S. 687 SPY BLOCK Act, provisions related to data security S. 1326 Notification of Rick to Personal Data Act, provisions related to data security S. 1608 U.S. SAFE WEB Act of 2005, provisions related to data security S. 1789 Personal Data Privacy and Security Act of 2005, provisions related to data security S. 2856 Financial Services Regulatory Relief Act, provisions related to model privacy forum S. 3568 Data Security Act of 2006, provisions related to data security S. 3850/ H.R. 2990 Credit Rating Agency Reform Act of 2006, provisions related to NRSROs H.R. 282 Iran Freedom Support Act, provisions related to disclosure of mutual fund investments in Iran H.R. 436/S. 1396 Increased Capital Access for Growing Business Act, provisions related to business development companies
Generate Retirement Ownership Through Long-Term Holding Act of 2005
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2121/S. 1740 Generating Retirement Ownsership Through Long-Term Holdings Act of 2005, provisions related to mutual fund capital gain distribution H.R. 5367/S. 2414 Simplification Through Additional Reporting Tax Act of 2006, provisions realted to cost basis reporting H.R. 3912 Flexible Retirement Security for Life Act of 2005, provisions related to annuities H.R. 6057 Indexing of Capital Gains H.R. 819/S. 381 Retirement Security for Life Act of 2005, provisions related to annuities H.R. 1956/S. 2721 Business Activity Tax Simplification Act, provisions related to physical presence standard
Personal Data Privacy and Security Act of 2005
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1461 Federal Housing Finance Reform Act of 2005, provisions related to GSEs H.R. 3997 Financial Data Protection Act of 2005, provisions related to data security H.R. 4127 Data Accountability and Trust Act, provisions related to data security H.R. 4618 Compliance, Examinations, and Inspections Restructuring Act of 2005, provisions related to SEC authority H.R. 5318 Cyber-Security Enhancement and Consumer Data Protection Act of 2006, provisions related to data security H.R. 5337 Reform of National Security Reviews of Foreign Direct Investments Act, provisions related to CFIUS H.R. 5491 Securities Litigiation Attorney Accountability and Transparency Act, provisions related to securities class actions H.R. 5712 Securities and Exchange Commission Authority Restoration Act of 2006, provisions related to hedge fund investment adviser registration H.R. 6079 Hedge Fund Study Act, provisions related to hedge fund regulation S. 190 Federal Housing Enterprise Regulatory Reform Act of 2005, provisions related to GSEs S. 418/H.R.458 Military Personnel FInancial Services Protection Act, provisions related to contractual plans S. 687 SPY BLOCK Act, provisions related to data security S. 1326 Notification of Rick to Personal Data Act, provisions related to data security S. 1608 U.S. SAFE WEB Act of 2005, provisions related to data security S. 1789 Personal Data Privacy and Security Act of 2005, provisions related to data security S. 2856 Financial Services Regulatory Relief Act, provisions related to model privacy forum S. 3568 Data Security Act of 2006, provisions related to data security S. 3850/ H.R. 2990 Credit Rating Agency Reform Act of 2006, provisions related to NRSROs H.R. 282 Iran Freedom Support Act, provisions related to disclosure of mutual fund investments in Iran H.R. 436/S. 1396 Increased Capital Access for Growing Business Act, provisions related to business development companies
Federal Housing Enterprise Regulatory Reform Act of 2005
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1461 Federal Housing Finance Reform Act of 2005, provisions related to GSEs H.R. 3997 Financial Data Protection Act of 2005, provisions related to data security H.R. 4127 Data Accountability and Trust Act, provisions related to data security H.R. 4618 Compliance, Examinations, and Inspections Restructuring Act of 2005, provisions related to SEC authority H.R. 5318 Cyber-Security Enhancement and Consumer Data Protection Act of 2006, provisions related to data security H.R. 5337 Reform of National Security Reviews of Foreign Direct Investments Act, provisions related to CFIUS H.R. 5491 Securities Litigiation Attorney Accountability and Transparency Act, provisions related to securities class actions H.R. 5712 Securities and Exchange Commission Authority Restoration Act of 2006, provisions related to hedge fund investment adviser registration H.R. 6079 Hedge Fund Study Act, provisions related to hedge fund regulation S. 190 Federal Housing Enterprise Regulatory Reform Act of 2005, provisions related to GSEs S. 418/H.R.458 Military Personnel FInancial Services Protection Act, provisions related to contractual plans S. 687 SPY BLOCK Act, provisions related to data security S. 1326 Notification of Rick to Personal Data Act, provisions related to data security S. 1608 U.S. SAFE WEB Act of 2005, provisions related to data security S. 1789 Personal Data Privacy and Security Act of 2005, provisions related to data security S. 2856 Financial Services Regulatory Relief Act, provisions related to model privacy forum S. 3568 Data Security Act of 2006, provisions related to data security S. 3850/ H.R. 2990 Credit Rating Agency Reform Act of 2006, provisions related to NRSROs H.R. 282 Iran Freedom Support Act, provisions related to disclosure of mutual fund investments in Iran H.R. 436/S. 1396 Increased Capital Access for Growing Business Act, provisions related to business development companies
Simplification Through Additional Reporting Tax Act of 2006
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2121/S. 1740 Generating Retirement Ownsership Through Long-Term Holdings Act of 2005, provisions related to mutual fund capital gain distribution H.R. 5367/S. 2414 Simplification Through Additional Reporting Tax Act of 2006, provisions realted to cost basis reporting H.R. 3912 Flexible Retirement Security for Life Act of 2005, provisions related to annuities H.R. 6057 Indexing of Capital Gains H.R. 819/S. 381 Retirement Security for Life Act of 2005, provisions related to annuities H.R. 1956/S. 2721 Business Activity Tax Simplification Act, provisions related to physical presence standard
Business Activity Tax Simplification Act of 2006
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2121/S. 1740 Generating Retirement Ownsership Through Long-Term Holdings Act of 2005, provisions related to mutual fund capital gain distribution H.R. 5367/S. 2414 Simplification Through Additional Reporting Tax Act of 2006, provisions realted to cost basis reporting H.R. 3912 Flexible Retirement Security for Life Act of 2005, provisions related to annuities H.R. 6057 Indexing of Capital Gains H.R. 819/S. 381 Retirement Security for Life Act of 2005, provisions related to annuities H.R. 1956/S. 2721 Business Activity Tax Simplification Act, provisions related to physical presence standard
Competitive and Open Markets that Protect and Enhance the Treatment of Entrepreneurs Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 5405/S. 2824 Competitive and Open Markets that Protect and Enhance the Treatment of Entrepreneurs Act , provisions realted to SOX section 404 Issues related to Tax Reporting for Exempt Interest Dividends
Financial Services Regulatory Relief Act of 2006
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1461 Federal Housing Finance Reform Act of 2005, provisions related to GSEs H.R. 3997 Financial Data Protection Act of 2005, provisions related to data security H.R. 4127 Data Accountability and Trust Act, provisions related to data security H.R. 4618 Compliance, Examinations, and Inspections Restructuring Act of 2005, provisions related to SEC authority H.R. 5318 Cyber-Security Enhancement and Consumer Data Protection Act of 2006, provisions related to data security H.R. 5337 Reform of National Security Reviews of Foreign Direct Investments Act, provisions related to CFIUS H.R. 5491 Securities Litigiation Attorney Accountability and Transparency Act, provisions related to securities class actions H.R. 5712 Securities and Exchange Commission Authority Restoration Act of 2006, provisions related to hedge fund investment adviser registration H.R. 6079 Hedge Fund Study Act, provisions related to hedge fund regulation S. 190 Federal Housing Enterprise Regulatory Reform Act of 2005, provisions related to GSEs S. 418/H.R.458 Military Personnel FInancial Services Protection Act, provisions related to contractual plans S. 687 SPY BLOCK Act, provisions related to data security S. 1326 Notification of Rick to Personal Data Act, provisions related to data security S. 1608 U.S. SAFE WEB Act of 2005, provisions related to data security S. 1789 Personal Data Privacy and Security Act of 2005, provisions related to data security S. 2856 Financial Services Regulatory Relief Act, provisions related to model privacy forum S. 3568 Data Security Act of 2006, provisions related to data security S. 3850/ H.R. 2990 Credit Rating Agency Reform Act of 2006, provisions related to NRSROs H.R. 282 Iran Freedom Support Act, provisions related to disclosure of mutual fund investments in Iran H.R. 436/S. 1396 Increased Capital Access for Growing Business Act, provisions related to business development companies
Data Security Act of 2006
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1461 Federal Housing Finance Reform Act of 2005, provisions related to GSEs H.R. 3997 Financial Data Protection Act of 2005, provisions related to data security H.R. 4127 Data Accountability and Trust Act, provisions related to data security H.R. 4618 Compliance, Examinations, and Inspections Restructuring Act of 2005, provisions related to SEC authority H.R. 5318 Cyber-Security Enhancement and Consumer Data Protection Act of 2006, provisions related to data security H.R. 5337 Reform of National Security Reviews of Foreign Direct Investments Act, provisions related to CFIUS H.R. 5491 Securities Litigiation Attorney Accountability and Transparency Act, provisions related to securities class actions H.R. 5712 Securities and Exchange Commission Authority Restoration Act of 2006, provisions related to hedge fund investment adviser registration H.R. 6079 Hedge Fund Study Act, provisions related to hedge fund regulation S. 190 Federal Housing Enterprise Regulatory Reform Act of 2005, provisions related to GSEs S. 418/H.R.458 Military Personnel FInancial Services Protection Act, provisions related to contractual plans S. 687 SPY BLOCK Act, provisions related to data security S. 1326 Notification of Rick to Personal Data Act, provisions related to data security S. 1608 U.S. SAFE WEB Act of 2005, provisions related to data security S. 1789 Personal Data Privacy and Security Act of 2005, provisions related to data security S. 2856 Financial Services Regulatory Relief Act, provisions related to model privacy forum S. 3568 Data Security Act of 2006, provisions related to data security S. 3850/ H.R. 2990 Credit Rating Agency Reform Act of 2006, provisions related to NRSROs H.R. 282 Iran Freedom Support Act, provisions related to disclosure of mutual fund investments in Iran H.R. 436/S. 1396 Increased Capital Access for Growing Business Act, provisions related to business development companies
Retirement Security for Life Act of 2005
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2121/S. 1740 Generating Retirement Ownsership Through Long-Term Holdings Act of 2005, provisions related to mutual fund capital gain distribution H.R. 5367/S. 2414 Simplification Through Additional Reporting Tax Act of 2006, provisions realted to cost basis reporting H.R. 3912 Flexible Retirement Security for Life Act of 2005, provisions related to annuities H.R. 6057 Indexing of Capital Gains H.R. 819/S. 381 Retirement Security for Life Act of 2005, provisions related to annuities H.R. 1956/S. 2721 Business Activity Tax Simplification Act, provisions related to physical presence standard
Credit Rating Agency Reform Act of 2006
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1461 Federal Housing Finance Reform Act of 2005, provisions related to GSEs H.R. 3997 Financial Data Protection Act of 2005, provisions related to data security H.R. 4127 Data Accountability and Trust Act, provisions related to data security H.R. 4618 Compliance, Examinations, and Inspections Restructuring Act of 2005, provisions related to SEC authority H.R. 5318 Cyber-Security Enhancement and Consumer Data Protection Act of 2006, provisions related to data security H.R. 5337 Reform of National Security Reviews of Foreign Direct Investments Act, provisions related to CFIUS H.R. 5491 Securities Litigiation Attorney Accountability and Transparency Act, provisions related to securities class actions H.R. 5712 Securities and Exchange Commission Authority Restoration Act of 2006, provisions related to hedge fund investment adviser registration H.R. 6079 Hedge Fund Study Act, provisions related to hedge fund regulation S. 190 Federal Housing Enterprise Regulatory Reform Act of 2005, provisions related to GSEs S. 418/H.R.458 Military Personnel FInancial Services Protection Act, provisions related to contractual plans S. 687 SPY BLOCK Act, provisions related to data security S. 1326 Notification of Rick to Personal Data Act, provisions related to data security S. 1608 U.S. SAFE WEB Act of 2005, provisions related to data security S. 1789 Personal Data Privacy and Security Act of 2005, provisions related to data security S. 2856 Financial Services Regulatory Relief Act, provisions related to model privacy forum S. 3568 Data Security Act of 2006, provisions related to data security S. 3850/ H.R. 2990 Credit Rating Agency Reform Act of 2006, provisions related to NRSROs H.R. 282 Iran Freedom Support Act, provisions related to disclosure of mutual fund investments in Iran H.R. 436/S. 1396 Increased Capital Access for Growing Business Act, provisions related to business development companies
Military Personnel Financial Services Protection Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1461 Federal Housing Finance Reform Act of 2005, provisions related to GSEs H.R. 3997 Financial Data Protection Act of 2005, provisions related to data security H.R. 4127 Data Accountability and Trust Act, provisions related to data security H.R. 4618 Compliance, Examinations, and Inspections Restructuring Act of 2005, provisions related to SEC authority H.R. 5318 Cyber-Security Enhancement and Consumer Data Protection Act of 2006, provisions related to data security H.R. 5337 Reform of National Security Reviews of Foreign Direct Investments Act, provisions related to CFIUS H.R. 5491 Securities Litigiation Attorney Accountability and Transparency Act, provisions related to securities class actions H.R. 5712 Securities and Exchange Commission Authority Restoration Act of 2006, provisions related to hedge fund investment adviser registration H.R. 6079 Hedge Fund Study Act, provisions related to hedge fund regulation S. 190 Federal Housing Enterprise Regulatory Reform Act of 2005, provisions related to GSEs S. 418/H.R.458 Military Personnel FInancial Services Protection Act, provisions related to contractual plans S. 687 SPY BLOCK Act, provisions related to data security S. 1326 Notification of Rick to Personal Data Act, provisions related to data security S. 1608 U.S. SAFE WEB Act of 2005, provisions related to data security S. 1789 Personal Data Privacy and Security Act of 2005, provisions related to data security S. 2856 Financial Services Regulatory Relief Act, provisions related to model privacy forum S. 3568 Data Security Act of 2006, provisions related to data security S. 3850/ H.R. 2990 Credit Rating Agency Reform Act of 2006, provisions related to NRSROs H.R. 282 Iran Freedom Support Act, provisions related to disclosure of mutual fund investments in Iran H.R. 436/S. 1396 Increased Capital Access for Growing Business Act, provisions related to business development companies
H.R. 1461 Federal Housing Finance Reform Act of 2005, provisions related to GSEs H.R. 3997 Financial Data Protection Act of 2005, provisions related to data security H.R. 4127 Data Accountability and Trust Act, provisions related to data security H.R. 4618 Compliance, Examinations, and Inspections Restructuring Act of 2005, provisions related to SEC authority H.R. 5318 Cyber-Security Enhancement and Consumer Data Protection Act of 2006, provisions related to data security H.R. 5337 Reform of National Security Reviews of Foreign Direct Investments Act, provisions related to CFIUS H.R. 5491 Securities Litigiation Attorney Accountability and Transparency Act, provisions related to securities class actions H.R. 5712 Securities and Exchange Commission Authority Restoration Act of 2006, provisions related to hedge fund investment adviser registration H.R. 6079 Hedge Fund Study Act, provisions related to hedge fund regulation S. 190 Federal Housing Enterprise Regulatory Reform Act of 2005, provisions related to GSEs S. 418/H.R.458 Military Personnel FInancial Services Protection Act, provisions related to contractual plans S. 687 SPY BLOCK Act, provisions related to data security S. 1326 Notification of Rick to Personal Data Act, provisions related to data security S. 1608 U.S. SAFE WEB Act of 2005, provisions related to data security S. 1789 Personal Data Privacy and Security Act of 2005, provisions related to data security S. 2856 Financial Services Regulatory Relief Act, provisions related to model privacy forum S. 3568 Data Security Act of 2006, provisions related to data security S. 3850/ H.R. 2990 Credit Rating Agency Reform Act of 2006, provisions related to NRSROs H.R. 282 Iran Freedom Support Act, provisions related to disclosure of mutual fund investments in Iran H.R. 436/S. 1396 Increased Capital Access for Growing Business Act, provisions related to business development companies
Emergency Unemployment Compensation Act of 2002
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1461 Federal Housing Finance Reform Act of 2005, provisions related to GSEs H.R. 3997 Financial Data Protection Act of 2005, provisions related to data security H.R. 4127 Data Accountability and Trust Act, provisions related to data security H.R. 4618 Compliance, Examinations, and Inspections Restructuring Act of 2005, provisions related to SEC authority H.R. 5318 Cyber-Security Enhancement and Consumer Data Protection Act of 2006, provisions related to data security H.R. 5337 Reform of National Security Reviews of Foreign Direct Investments Act, provisions related to CFIUS H.R. 5491 Securities Litigiation Attorney Accountability and Transparency Act, provisions related to securities class actions H.R. 5712 Securities and Exchange Commission Authority Restoration Act of 2006, provisions related to hedge fund investment adviser registration H.R. 6079 Hedge Fund Study Act, provisions related to hedge fund regulation S. 190 Federal Housing Enterprise Regulatory Reform Act of 2005, provisions related to GSEs S. 418/H.R.458 Military Personnel FInancial Services Protection Act, provisions related to contractual plans S. 687 SPY BLOCK Act, provisions related to data security S. 1326 Notification of Rick to Personal Data Act, provisions related to data security S. 1608 U.S. SAFE WEB Act of 2005, provisions related to data security S. 1789 Personal Data Privacy and Security Act of 2005, provisions related to data security S. 2856 Financial Services Regulatory Relief Act, provisions related to model privacy forum S. 3568 Data Security Act of 2006, provisions related to data security S. 3850/ H.R. 2990 Credit Rating Agency Reform Act of 2006, provisions related to NRSROs H.R. 282 Iran Freedom Support Act, provisions related to disclosure of mutual fund investments in Iran H.R. 436/S. 1396 Increased Capital Access for Growing Business Act, provisions related to business development companies
Protecting Priorities and Restoring Budget Disciplines Act of 2002
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 5672 FY 2007 Science, State, Justice, and Commerce Appropriations Ace, provisions related to SEC funding
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2008 · first_quarter · Q1
H.R. 878 Simplificiation Through Additional Reporting Tax Act of 2007 (cost basis reporting) S. 601 Simplification Through Additional Reporting Tax Act of 2007 (cost basis reporting) H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Acto of 2007 S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 H.R. 2205 Retirement Security for Life Act of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs)
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (auto IRA) H.R. 3361 Pension Protection Technical Corrections Actof 2007 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Actof 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure)
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2007 · year_end · YY
H.R. 6 Energy Independence and Security Act of 2007 (cost basis reporting) H.R. 3996 Tax Increase Prevention Act of 2007 (cost basis reporting, flow-through) H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 (taxation of capital gains distributions) S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 (taxation of capital gains distributions) H.R. 2205 Retirement Security for Life Act of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs) H.R. 878 Simplification Through Additional Reporting Tax Act of 2007 (cost basis reporting) S. 601 Simplification Through Additional Reporting Tax Act of 2007 (cost basis reporting)
H.R. 1171 Money Market Fund Parity Act of 2007 (mutual fund competitiveness) H.R. 1257 Shareholder Vote on Executive Compensation Act (proxy vote disclosure) H.R. 2347 Iran Sanctions Enabling Act of 2007 (divestiture) H.R. 3046 Social Security Number Privacy and Identity Theft Prevention Act of 2007 (privacy) H.R. 3915 Mortgage Reform and Anti-Predatory Lending Act of 2007 (subprime assignee liability) H. Res. 552 China Market Access Resolution S. 831 Sudan Divestment Authorization Act of 2007 (divestiture) S. 1563 Sudan Disclosure and Enforcement Act of 2007 (divestiture) S. 1677 Currency Reform and Financial Markets Access Act of 2007 (China market access) S. 2271 Sudan Accountability and Divestment Act of 2007 (divestiture) S. 2452 Home Ownership Preservation and Protection Act of 2007 (subprime assignee liability) H.R. 180 Darfur Accountability and Divestment Act (divestiture) H.R. 964 Securely Protect Yourself Against Cyber Trespass (SPY) Act (data security)
S. 2473 Defined Contribution Fee Disclosure Act of 2007 H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2007 · mid_year · MM
H.R. 1257 Shareholder Vote on Executive Compensation Act, provisions related to proxy vote disclosure H.R. 1289 Community Reinvestment Modernization Act of 2007, provisions related to applying CRA to securities H.R. 2347 Iran Sanctions Enabling Act of 2007, provistions related to divestiture H.J. Res. 20 FY 2007 Continuing Appropriations Act, provisions related to U.S. capital markets competitiveness S. 4 Improving America's Security Act of 2007, provisions related to critical infrastructure S. 761 America Competes Act, provisions related to U.S. capital markets competitiveness S. 831 Sudan Divestment Authorization Act of 2007, provisions related to divestiture S. 1260 Data Security Act of 2007, provisions related to data security S. 1563 Sudan Disclosure and Enforcement Act of 2007, provisions related to divestiture S. 1677 Currency Reform and Financial Markets Access Act of 2007, provisions related to China market access H.R. 180 Darfur Accountability and Divestment Act, provisions related to divestiture H.R. 964 Securely Protect Yourself Against Cyber Trespass (SPY) Act, provisions related to data security H.R. 1171 Money Market Fund Parity Act of 2007, provisions related to mutual fund competitiveness
S. 601 Simplification Through Additional Reporting Tax Act of 2007, provisions related to cost basis reporting H.R. 2312 To make permanent the individual tax rates for capital gains and dividends S. 502 To repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends at capital gains rates Issues related to Exchange Traded Notes H.R. 878 Simplification Through Additional Reporting Tax Act of 2007, provisions related to cost basis reporting H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007, provisions related to taxation of capital gains distributions
H.R. 2829 FY 2008 Financial Services and General Government Appropriations Act (SEC Funding)
Issues related to 401(k) fees Issues related to Default Investment, regulations proposed by Department of Labor pursuant to PPA regarding default investments
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2006 · year_end · YY
H.R. 4 Pension Protection Act of 2006, provisions related to investment advice, 401(k) auto enrollment, EGTRRA permanency H.R. 2830 Pension Protection Act of 2005, provisions related to investment advice, 401(k) auto enrollment, EGTRRA permanency
H.R. 5405/S. 2824 Competitive and Open Markets that Protect and Enhance the Treatment of Entrepreneurs Act , provisions realted to SOX section 404 Issues related to Tax Reporting for Exempt Interest Dividends
H.R. 5672 FY 2007 Science, State, Justice, and Commerce Appropriations Ace, provisions related to SEC funding
H.R. 2121/S. 1740 Generating Retirement Ownsership Through Long-Term Holdings Act of 2005, provisions related to mutual fund capital gain distribution H.R. 5367/S. 2414 Simplification Through Additional Reporting Tax Act of 2006, provisions realted to cost basis reporting H.R. 3912 Flexible Retirement Security for Life Act of 2005, provisions related to annuities H.R. 6057 Indexing of Capital Gains H.R. 819/S. 381 Retirement Security for Life Act of 2005, provisions related to annuities H.R. 1956/S. 2721 Business Activity Tax Simplification Act, provisions related to physical presence standard
H.R. 1461 Federal Housing Finance Reform Act of 2005, provisions related to GSEs H.R. 3997 Financial Data Protection Act of 2005, provisions related to data security H.R. 4127 Data Accountability and Trust Act, provisions related to data security H.R. 4618 Compliance, Examinations, and Inspections Restructuring Act of 2005, provisions related to SEC authority H.R. 5318 Cyber-Security Enhancement and Consumer Data Protection Act of 2006, provisions related to data security H.R. 5337 Reform of National Security Reviews of Foreign Direct Investments Act, provisions related to CFIUS H.R. 5491 Securities Litigiation Attorney Accountability and Transparency Act, provisions related to securities class actions H.R. 5712 Securities and Exchange Commission Authority Restoration Act of 2006, provisions related to hedge fund investment adviser registration H.R. 6079 Hedge Fund Study Act, provisions related to hedge fund regulation S. 190 Federal Housing Enterprise Regulatory Reform Act of 2005, provisions related to GSEs S. 418/H.R.458 Military Personnel FInancial Services Protection Act, provisions related to contractual plans S. 687 SPY BLOCK Act, provisions related to data security S. 1326 Notification of Rick to Personal Data Act, provisions related to data security S. 1608 U.S. SAFE WEB Act of 2005, provisions related to data security S. 1789 Personal Data Privacy and Security Act of 2005, provisions related to data security S. 2856 Financial Services Regulatory Relief Act, provisions related to model privacy forum S. 3568 Data Security Act of 2006, provisions related to data security S. 3850/ H.R. 2990 Credit Rating Agency Reform Act of 2006, provisions related to NRSROs H.R. 282 Iran Freedom Support Act, provisions related to disclosure of mutual fund investments in Iran H.R. 436/S. 1396 Increased Capital Access for Growing Business Act, provisions related to business development companies
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2005 · year_end · YY
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2005 · mid_year · MM
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of