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Reported covered position: Legislative Aide, Rep. Vito Fossella
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.
Savings for American Families' Future Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addemdum. S. 401, "Defined Contribution Fee Disclosure Act of 2009". S. 2832, "Lifetime Income Disclosure Act". S.____, a bill to be introduced by Senator Kohl, requiring target date fund managers to be ERISA fiduciaries as a condition of having the target date fund qualify as a qualified default investment option. H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". H.R. 3936, "Preserve Benefits and Jobs Act of 2009". H.R. 3962, "Preservation of Access to Care for Medicare Beneficiaries and Pension relief Act of 2010", provisions relating to defined benefits pension plan funding relief. (P.L. 111-192). H.R. 4126, "Retirement Fairness Act of 2009". H.R. 4213, "The Amerian Workers State & Business Relief Act", provisions related to defined benefit plan funding relief and 401(k) plan fee disclosure. H.R. 4742, "Small Businesses Add Value for Employees Act of 2009". H.R. 5297, "The Small Business Lending Fund Act", provisions allowing 401(k), 403(b) and 457(b), defined contribution plans to be rolled into a "Roth" (post-tax) account. H.R.____, a bill to allow employees not covered by qualified plans to save for retirement through automatic IRA arrangements (to be introduced by Representative Neal). Treasury Department Explanation of the Administration's FY-2010 Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2010 Revenue proposals, Department of Treasury (May 2009) "Greenbook" - No Bill Number.
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY via MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
2010 · third_quarter · Q3
Regulatory implementation of the "Patient Protection & Affordable Care Act (PPACA)".
See Addendum. S. 2832, "Lifetime Income Disclosure Act". S. 3793, "Job Creation & Tax Cuts Act of 2010", Title II, relating to technical corrections to pension funding legislation. S. 7360, "Automatic IRA Act of 2010". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 3962, "Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act of 2010" - became P.L. No. 111-192. H.R. 4742, "Small Businesses Add Value for Employees Act of 2009". H.R. 5297, "Small Business Jobs Act of 2010", sections 211-213, relating to partial annuitization and in-plan Roth conversions. H.R. 6099, "Automatic IRA Act of 2010". IRS Notice 2010-55, 2010-33 IRB, "Election of an Alternative Amortization Schedule under the Pension Relief Act of 2010". Department of Labor, Interim Final Regulation under Section 408(b)(2) of ERISA, (7/15/10). Treasury Department Explanation of the Administration's FY-2010 Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2010 Revenue proposals, Department of Treasury (May 2009) "Greenbook" - No Bill Number.
Source: Senate LDA
Savings for American Families' Future Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum. S. 2832, "Lifetime Income Disclosure Act". S. 3793, "Job Creation & Tax Cuts Act of 2010", Title II, relating to technical corrections to pension funding legislation. S. 7360, "Automatic IRA Act of 2010". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 3962, "Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act of 2010" - became P.L. No. 111-192. H.R. 4742, "Small Businesses Add Value for Employees Act of 2009". H.R. 5297, "Small Business Jobs Act of 2010", sections 211-213, relating to partial annuitization and in-plan Roth conversions. H.R. 6099, "Automatic IRA Act of 2010". IRS Notice 2010-55, 2010-33 IRB, "Election of an Alternative Amortization Schedule under the Pension Relief Act of 2010". Department of Labor, Interim Final Regulation under Section 408(b)(2) of ERISA, (7/15/10). Treasury Department Explanation of the Administration's FY-2010 Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2010 Revenue proposals, Department of Treasury (May 2009) "Greenbook" - No Bill Number.
Savings for American Families' Future Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum. S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 401, "Defined Contribution Fee Disclosure Act of 2009". S. 2832, "Lifetime Income Disclosure Act". S.____, a bill to be introduced by Senator Kohl, requiring target date fund managers to be ERISA fiduciaries as a condition of having the target date fund qualify as a qualified default investment option. S.____, "Hiring Incentives to Restore Employment Act", Sections 701-703 - relating to defined benefit funding relief. H.R. 424, "Retirement Account Distribution Improvement Act of 2009". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 1988, "Conflicted Investment Advice Prohibition Act of 2009". H.R. 2021, "Savings Recovery Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". H.R. 3936, "Preserve Benefits and Jobs Act of 2009". H.R. 4126, "Retirement Fairness Act of 2009". H.R. 4213, "The American Workers State and Business Relief Act", Senate Substitute, ammendment related to defined benefit plan funding relief. H.R. 4742, "Small Businesses Add Value for Employees Act of 2009". Senate Committee on Aging: February 25, 2009, Hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number. Treasury Department Explanation of the Administration's FY-2011Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2011 Revenue proposals, Department of Treasury (February 2010) "Greenbook" - No Bill Number.
401(k) Fair Disclosure for Retirement Security Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addemdum. S. 401, "Defined Contribution Fee Disclosure Act of 2009". S. 2832, "Lifetime Income Disclosure Act". S.____, a bill to be introduced by Senator Kohl, requiring target date fund managers to be ERISA fiduciaries as a condition of having the target date fund qualify as a qualified default investment option. H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". H.R. 3936, "Preserve Benefits and Jobs Act of 2009". H.R. 3962, "Preservation of Access to Care for Medicare Beneficiaries and Pension relief Act of 2010", provisions relating to defined benefits pension plan funding relief. (P.L. 111-192). H.R. 4126, "Retirement Fairness Act of 2009". H.R. 4213, "The Amerian Workers State & Business Relief Act", provisions related to defined benefit plan funding relief and 401(k) plan fee disclosure. H.R. 4742, "Small Businesses Add Value for Employees Act of 2009". H.R. 5297, "The Small Business Lending Fund Act", provisions allowing 401(k), 403(b) and 457(b), defined contribution plans to be rolled into a "Roth" (post-tax) account. H.R.____, a bill to allow employees not covered by qualified plans to save for retirement through automatic IRA arrangements (to be introduced by Representative Neal). Treasury Department Explanation of the Administration's FY-2010 Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2010 Revenue proposals, Department of Treasury (May 2009) "Greenbook" - No Bill Number.
401(k) Fair Disclosure for Retirement Security Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum. S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 401, "Defined Contribution Fee Disclosure Act of 2009". S. 2832, "Lifetime Income Disclosure Act". S.____, a bill to be introduced by Senator Kohl, requiring target date fund managers to be ERISA fiduciaries as a condition of having the target date fund qualify as a qualified default investment option. S.____, "Hiring Incentives to Restore Employment Act", Sections 701-703 - relating to defined benefit funding relief. H.R. 424, "Retirement Account Distribution Improvement Act of 2009". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 1988, "Conflicted Investment Advice Prohibition Act of 2009". H.R. 2021, "Savings Recovery Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". H.R. 3936, "Preserve Benefits and Jobs Act of 2009". H.R. 4126, "Retirement Fairness Act of 2009". H.R. 4213, "The American Workers State and Business Relief Act", Senate Substitute, ammendment related to defined benefit plan funding relief. H.R. 4742, "Small Businesses Add Value for Employees Act of 2009". Senate Committee on Aging: February 25, 2009, Hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number. Treasury Department Explanation of the Administration's FY-2011Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2011 Revenue proposals, Department of Treasury (February 2010) "Greenbook" - No Bill Number.
Conflicted Investment Advice Prohibition Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum. S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 401, "Defined Contribution Fee Disclosure Act of 2009". S. 2832, "Lifetime Income Disclosure Act". S.____, a bill to be introduced by Senator Kohl, requiring target date fund managers to be ERISA fiduciaries as a condition of having the target date fund qualify as a qualified default investment option. S.____, "Hiring Incentives to Restore Employment Act", Sections 701-703 - relating to defined benefit funding relief. H.R. 424, "Retirement Account Distribution Improvement Act of 2009". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 1988, "Conflicted Investment Advice Prohibition Act of 2009". H.R. 2021, "Savings Recovery Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". H.R. 3936, "Preserve Benefits and Jobs Act of 2009". H.R. 4126, "Retirement Fairness Act of 2009". H.R. 4213, "The American Workers State and Business Relief Act", Senate Substitute, ammendment related to defined benefit plan funding relief. H.R. 4742, "Small Businesses Add Value for Employees Act of 2009". Senate Committee on Aging: February 25, 2009, Hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number. Treasury Department Explanation of the Administration's FY-2011Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2011 Revenue proposals, Department of Treasury (February 2010) "Greenbook" - No Bill Number.
Savings Recovery Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum. S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 401, "Defined Contribution Fee Disclosure Act of 2009". S. 2832, "Lifetime Income Disclosure Act". S.____, a bill to be introduced by Senator Kohl, requiring target date fund managers to be ERISA fiduciaries as a condition of having the target date fund qualify as a qualified default investment option. S.____, "Hiring Incentives to Restore Employment Act", Sections 701-703 - relating to defined benefit funding relief. H.R. 424, "Retirement Account Distribution Improvement Act of 2009". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 1988, "Conflicted Investment Advice Prohibition Act of 2009". H.R. 2021, "Savings Recovery Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". H.R. 3936, "Preserve Benefits and Jobs Act of 2009". H.R. 4126, "Retirement Fairness Act of 2009". H.R. 4213, "The American Workers State and Business Relief Act", Senate Substitute, ammendment related to defined benefit plan funding relief. H.R. 4742, "Small Businesses Add Value for Employees Act of 2009". Senate Committee on Aging: February 25, 2009, Hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number. Treasury Department Explanation of the Administration's FY-2011Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2011 Revenue proposals, Department of Treasury (February 2010) "Greenbook" - No Bill Number.
Tax Equity for Health Plan Beneficiaries Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum. S. 1153, "Tax Equity for Health Plan Beneficiaries Act". H.R. 2625, "Tax Equity for Heath Plan Beneficiaries Act". H.R. 3590, The "Patient Protection and Affordable Health Care Act". H.R. 4872, "The Reconciliation Act of 2010".
Tax Equity for Health Plan Beneficiaries Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1153, "Tax Equity for Health Plan Beneficiaries Act". H.R. 2625, "Tax Equityfor Health Plan Beneficiaries Act". H.R. 4872, "Health Care & Education Reconciliationn Act of 2010" (P.L. No. 111-152).
Defined Contribution Plan Fee Transparency Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum. S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 401, "Defined Contribution Fee Disclosure Act of 2009". S. 2832, "Lifetime Income Disclosure Act". S.____, a bill to be introduced by Senator Kohl, requiring target date fund managers to be ERISA fiduciaries as a condition of having the target date fund qualify as a qualified default investment option. S.____, "Hiring Incentives to Restore Employment Act", Sections 701-703 - relating to defined benefit funding relief. H.R. 424, "Retirement Account Distribution Improvement Act of 2009". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 1988, "Conflicted Investment Advice Prohibition Act of 2009". H.R. 2021, "Savings Recovery Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". H.R. 3936, "Preserve Benefits and Jobs Act of 2009". H.R. 4126, "Retirement Fairness Act of 2009". H.R. 4213, "The American Workers State and Business Relief Act", Senate Substitute, ammendment related to defined benefit plan funding relief. H.R. 4742, "Small Businesses Add Value for Employees Act of 2009". Senate Committee on Aging: February 25, 2009, Hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number. Treasury Department Explanation of the Administration's FY-2011Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2011 Revenue proposals, Department of Treasury (February 2010) "Greenbook" - No Bill Number.
Defined Contribution Plan Fee Transparency Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addemdum. S. 401, "Defined Contribution Fee Disclosure Act of 2009". S. 2832, "Lifetime Income Disclosure Act". S.____, a bill to be introduced by Senator Kohl, requiring target date fund managers to be ERISA fiduciaries as a condition of having the target date fund qualify as a qualified default investment option. H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". H.R. 3936, "Preserve Benefits and Jobs Act of 2009". H.R. 3962, "Preservation of Access to Care for Medicare Beneficiaries and Pension relief Act of 2010", provisions relating to defined benefits pension plan funding relief. (P.L. 111-192). H.R. 4126, "Retirement Fairness Act of 2009". H.R. 4213, "The Amerian Workers State & Business Relief Act", provisions related to defined benefit plan funding relief and 401(k) plan fee disclosure. H.R. 4742, "Small Businesses Add Value for Employees Act of 2009". H.R. 5297, "The Small Business Lending Fund Act", provisions allowing 401(k), 403(b) and 457(b), defined contribution plans to be rolled into a "Roth" (post-tax) account. H.R.____, a bill to allow employees not covered by qualified plans to save for retirement through automatic IRA arrangements (to be introduced by Representative Neal). Treasury Department Explanation of the Administration's FY-2010 Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2010 Revenue proposals, Department of Treasury (May 2009) "Greenbook" - No Bill Number.
401(k) Fair Disclosure and Pension Security Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addemdum. S. 401, "Defined Contribution Fee Disclosure Act of 2009". S. 2832, "Lifetime Income Disclosure Act". S.____, a bill to be introduced by Senator Kohl, requiring target date fund managers to be ERISA fiduciaries as a condition of having the target date fund qualify as a qualified default investment option. H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". H.R. 3936, "Preserve Benefits and Jobs Act of 2009". H.R. 3962, "Preservation of Access to Care for Medicare Beneficiaries and Pension relief Act of 2010", provisions relating to defined benefits pension plan funding relief. (P.L. 111-192). H.R. 4126, "Retirement Fairness Act of 2009". H.R. 4213, "The Amerian Workers State & Business Relief Act", provisions related to defined benefit plan funding relief and 401(k) plan fee disclosure. H.R. 4742, "Small Businesses Add Value for Employees Act of 2009". H.R. 5297, "The Small Business Lending Fund Act", provisions allowing 401(k), 403(b) and 457(b), defined contribution plans to be rolled into a "Roth" (post-tax) account. H.R.____, a bill to allow employees not covered by qualified plans to save for retirement through automatic IRA arrangements (to be introduced by Representative Neal). Treasury Department Explanation of the Administration's FY-2010 Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2010 Revenue proposals, Department of Treasury (May 2009) "Greenbook" - No Bill Number.
401(k) Fair Disclosure and Pension Security Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum. S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 401, "Defined Contribution Fee Disclosure Act of 2009". S. 2832, "Lifetime Income Disclosure Act". S.____, a bill to be introduced by Senator Kohl, requiring target date fund managers to be ERISA fiduciaries as a condition of having the target date fund qualify as a qualified default investment option. S.____, "Hiring Incentives to Restore Employment Act", Sections 701-703 - relating to defined benefit funding relief. H.R. 424, "Retirement Account Distribution Improvement Act of 2009". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 1988, "Conflicted Investment Advice Prohibition Act of 2009". H.R. 2021, "Savings Recovery Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". H.R. 3936, "Preserve Benefits and Jobs Act of 2009". H.R. 4126, "Retirement Fairness Act of 2009". H.R. 4213, "The American Workers State and Business Relief Act", Senate Substitute, ammendment related to defined benefit plan funding relief. H.R. 4742, "Small Businesses Add Value for Employees Act of 2009". Senate Committee on Aging: February 25, 2009, Hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number. Treasury Department Explanation of the Administration's FY-2011Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2011 Revenue proposals, Department of Treasury (February 2010) "Greenbook" - No Bill Number.
Preserve Benefits and Jobs Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addemdum. S. 401, "Defined Contribution Fee Disclosure Act of 2009". S. 2832, "Lifetime Income Disclosure Act". S.____, a bill to be introduced by Senator Kohl, requiring target date fund managers to be ERISA fiduciaries as a condition of having the target date fund qualify as a qualified default investment option. H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". H.R. 3936, "Preserve Benefits and Jobs Act of 2009". H.R. 3962, "Preservation of Access to Care for Medicare Beneficiaries and Pension relief Act of 2010", provisions relating to defined benefits pension plan funding relief. (P.L. 111-192). H.R. 4126, "Retirement Fairness Act of 2009". H.R. 4213, "The Amerian Workers State & Business Relief Act", provisions related to defined benefit plan funding relief and 401(k) plan fee disclosure. H.R. 4742, "Small Businesses Add Value for Employees Act of 2009". H.R. 5297, "The Small Business Lending Fund Act", provisions allowing 401(k), 403(b) and 457(b), defined contribution plans to be rolled into a "Roth" (post-tax) account. H.R.____, a bill to allow employees not covered by qualified plans to save for retirement through automatic IRA arrangements (to be introduced by Representative Neal). Treasury Department Explanation of the Administration's FY-2010 Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2010 Revenue proposals, Department of Treasury (May 2009) "Greenbook" - No Bill Number.
Preserve Benefits and Jobs Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum. S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 401, "Defined Contribution Fee Disclosure Act of 2009". S. 2832, "Lifetime Income Disclosure Act". S.____, a bill to be introduced by Senator Kohl, requiring target date fund managers to be ERISA fiduciaries as a condition of having the target date fund qualify as a qualified default investment option. S.____, "Hiring Incentives to Restore Employment Act", Sections 701-703 - relating to defined benefit funding relief. H.R. 424, "Retirement Account Distribution Improvement Act of 2009". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 1988, "Conflicted Investment Advice Prohibition Act of 2009". H.R. 2021, "Savings Recovery Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". H.R. 3936, "Preserve Benefits and Jobs Act of 2009". H.R. 4126, "Retirement Fairness Act of 2009". H.R. 4213, "The American Workers State and Business Relief Act", Senate Substitute, ammendment related to defined benefit plan funding relief. H.R. 4742, "Small Businesses Add Value for Employees Act of 2009". Senate Committee on Aging: February 25, 2009, Hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number. Treasury Department Explanation of the Administration's FY-2011Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2011 Revenue proposals, Department of Treasury (February 2010) "Greenbook" - No Bill Number.
Retirement Fairness Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum. S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 401, "Defined Contribution Fee Disclosure Act of 2009". S. 2832, "Lifetime Income Disclosure Act". S.____, a bill to be introduced by Senator Kohl, requiring target date fund managers to be ERISA fiduciaries as a condition of having the target date fund qualify as a qualified default investment option. S.____, "Hiring Incentives to Restore Employment Act", Sections 701-703 - relating to defined benefit funding relief. H.R. 424, "Retirement Account Distribution Improvement Act of 2009". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 1988, "Conflicted Investment Advice Prohibition Act of 2009". H.R. 2021, "Savings Recovery Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". H.R. 3936, "Preserve Benefits and Jobs Act of 2009". H.R. 4126, "Retirement Fairness Act of 2009". H.R. 4213, "The American Workers State and Business Relief Act", Senate Substitute, ammendment related to defined benefit plan funding relief. H.R. 4742, "Small Businesses Add Value for Employees Act of 2009". Senate Committee on Aging: February 25, 2009, Hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number. Treasury Department Explanation of the Administration's FY-2011Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2011 Revenue proposals, Department of Treasury (February 2010) "Greenbook" - No Bill Number.
Retirement Fairness Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addemdum. S. 401, "Defined Contribution Fee Disclosure Act of 2009". S. 2832, "Lifetime Income Disclosure Act". S.____, a bill to be introduced by Senator Kohl, requiring target date fund managers to be ERISA fiduciaries as a condition of having the target date fund qualify as a qualified default investment option. H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". H.R. 3936, "Preserve Benefits and Jobs Act of 2009". H.R. 3962, "Preservation of Access to Care for Medicare Beneficiaries and Pension relief Act of 2010", provisions relating to defined benefits pension plan funding relief. (P.L. 111-192). H.R. 4126, "Retirement Fairness Act of 2009". H.R. 4213, "The Amerian Workers State & Business Relief Act", provisions related to defined benefit plan funding relief and 401(k) plan fee disclosure. H.R. 4742, "Small Businesses Add Value for Employees Act of 2009". H.R. 5297, "The Small Business Lending Fund Act", provisions allowing 401(k), 403(b) and 457(b), defined contribution plans to be rolled into a "Roth" (post-tax) account. H.R.____, a bill to allow employees not covered by qualified plans to save for retirement through automatic IRA arrangements (to be introduced by Representative Neal). Treasury Department Explanation of the Administration's FY-2010 Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2010 Revenue proposals, Department of Treasury (May 2009) "Greenbook" - No Bill Number.
Protecting Senior's Nest Egg Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum. S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 401, "Defined Contribution Fee Disclosure Act of 2009". S. 2832, "Lifetime Income Disclosure Act". S.____, a bill to be introduced by Senator Kohl, requiring target date fund managers to be ERISA fiduciaries as a condition of having the target date fund qualify as a qualified default investment option. S.____, "Hiring Incentives to Restore Employment Act", Sections 701-703 - relating to defined benefit funding relief. H.R. 424, "Retirement Account Distribution Improvement Act of 2009". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 1988, "Conflicted Investment Advice Prohibition Act of 2009". H.R. 2021, "Savings Recovery Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". H.R. 3936, "Preserve Benefits and Jobs Act of 2009". H.R. 4126, "Retirement Fairness Act of 2009". H.R. 4213, "The American Workers State and Business Relief Act", Senate Substitute, ammendment related to defined benefit plan funding relief. H.R. 4742, "Small Businesses Add Value for Employees Act of 2009". Senate Committee on Aging: February 25, 2009, Hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number. Treasury Department Explanation of the Administration's FY-2011Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2011 Revenue proposals, Department of Treasury (February 2010) "Greenbook" - No Bill Number.
SAVE Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addemdum. S. 401, "Defined Contribution Fee Disclosure Act of 2009". S. 2832, "Lifetime Income Disclosure Act". S.____, a bill to be introduced by Senator Kohl, requiring target date fund managers to be ERISA fiduciaries as a condition of having the target date fund qualify as a qualified default investment option. H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". H.R. 3936, "Preserve Benefits and Jobs Act of 2009". H.R. 3962, "Preservation of Access to Care for Medicare Beneficiaries and Pension relief Act of 2010", provisions relating to defined benefits pension plan funding relief. (P.L. 111-192). H.R. 4126, "Retirement Fairness Act of 2009". H.R. 4213, "The Amerian Workers State & Business Relief Act", provisions related to defined benefit plan funding relief and 401(k) plan fee disclosure. H.R. 4742, "Small Businesses Add Value for Employees Act of 2009". H.R. 5297, "The Small Business Lending Fund Act", provisions allowing 401(k), 403(b) and 457(b), defined contribution plans to be rolled into a "Roth" (post-tax) account. H.R.____, a bill to allow employees not covered by qualified plans to save for retirement through automatic IRA arrangements (to be introduced by Representative Neal). Treasury Department Explanation of the Administration's FY-2010 Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2010 Revenue proposals, Department of Treasury (May 2009) "Greenbook" - No Bill Number.
SAVE Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum. S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 401, "Defined Contribution Fee Disclosure Act of 2009". S. 2832, "Lifetime Income Disclosure Act". S.____, a bill to be introduced by Senator Kohl, requiring target date fund managers to be ERISA fiduciaries as a condition of having the target date fund qualify as a qualified default investment option. S.____, "Hiring Incentives to Restore Employment Act", Sections 701-703 - relating to defined benefit funding relief. H.R. 424, "Retirement Account Distribution Improvement Act of 2009". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 1988, "Conflicted Investment Advice Prohibition Act of 2009". H.R. 2021, "Savings Recovery Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". H.R. 3936, "Preserve Benefits and Jobs Act of 2009". H.R. 4126, "Retirement Fairness Act of 2009". H.R. 4213, "The American Workers State and Business Relief Act", Senate Substitute, ammendment related to defined benefit plan funding relief. H.R. 4742, "Small Businesses Add Value for Employees Act of 2009". Senate Committee on Aging: February 25, 2009, Hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number. Treasury Department Explanation of the Administration's FY-2011Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2011 Revenue proposals, Department of Treasury (February 2010) "Greenbook" - No Bill Number.
SAVE Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum. S. 2832, "Lifetime Income Disclosure Act". S. 3793, "Job Creation & Tax Cuts Act of 2010", Title II, relating to technical corrections to pension funding legislation. S. 7360, "Automatic IRA Act of 2010". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 3962, "Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act of 2010" - became P.L. No. 111-192. H.R. 4742, "Small Businesses Add Value for Employees Act of 2009". H.R. 5297, "Small Business Jobs Act of 2010", sections 211-213, relating to partial annuitization and in-plan Roth conversions. H.R. 6099, "Automatic IRA Act of 2010". IRS Notice 2010-55, 2010-33 IRB, "Election of an Alternative Amortization Schedule under the Pension Relief Act of 2010". Department of Labor, Interim Final Regulation under Section 408(b)(2) of ERISA, (7/15/10). Treasury Department Explanation of the Administration's FY-2010 Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2010 Revenue proposals, Department of Treasury (May 2009) "Greenbook" - No Bill Number.
Automatic IRA Act of 2010
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum. S. 2832, "Lifetime Income Disclosure Act". S. 3793, "Job Creation & Tax Cuts Act of 2010", Title II, relating to technical corrections to pension funding legislation. S. 7360, "Automatic IRA Act of 2010". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 3962, "Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act of 2010" - became P.L. No. 111-192. H.R. 4742, "Small Businesses Add Value for Employees Act of 2009". H.R. 5297, "Small Business Jobs Act of 2010", sections 211-213, relating to partial annuitization and in-plan Roth conversions. H.R. 6099, "Automatic IRA Act of 2010". IRS Notice 2010-55, 2010-33 IRB, "Election of an Alternative Amortization Schedule under the Pension Relief Act of 2010". Department of Labor, Interim Final Regulation under Section 408(b)(2) of ERISA, (7/15/10). Treasury Department Explanation of the Administration's FY-2010 Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2010 Revenue proposals, Department of Treasury (May 2009) "Greenbook" - No Bill Number.
Tax Equity for Health Plan Beneficiaries Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
S. 1153, "Tax Equity for Health Plan Beneficiaries Act". H.R. 2625, "Tax Equityfor Health Plan Beneficiaries Act". H.R. 4872, "Health Care & Education Reconciliationn Act of 2010" (P.L. No. 111-152).
Tax Equity for Health Plan Beneficiaries Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum. S. 1153, "Tax Equity for Health Plan Beneficiaries Act". H.R. 2625, "Tax Equity for Heath Plan Beneficiaries Act". H.R. 3590, The "Patient Protection and Affordable Health Care Act". H.R. 4872, "The Reconciliation Act of 2010".
Retirement Account Distribution Improvement Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum. S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 401, "Defined Contribution Fee Disclosure Act of 2009". S. 2832, "Lifetime Income Disclosure Act". S.____, a bill to be introduced by Senator Kohl, requiring target date fund managers to be ERISA fiduciaries as a condition of having the target date fund qualify as a qualified default investment option. S.____, "Hiring Incentives to Restore Employment Act", Sections 701-703 - relating to defined benefit funding relief. H.R. 424, "Retirement Account Distribution Improvement Act of 2009". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 1988, "Conflicted Investment Advice Prohibition Act of 2009". H.R. 2021, "Savings Recovery Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". H.R. 3936, "Preserve Benefits and Jobs Act of 2009". H.R. 4126, "Retirement Fairness Act of 2009". H.R. 4213, "The American Workers State and Business Relief Act", Senate Substitute, ammendment related to defined benefit plan funding relief. H.R. 4742, "Small Businesses Add Value for Employees Act of 2009". Senate Committee on Aging: February 25, 2009, Hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number. Treasury Department Explanation of the Administration's FY-2011Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2011 Revenue proposals, Department of Treasury (February 2010) "Greenbook" - No Bill Number.
Lifetime Income Disclosure Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum. S. 2832, "Lifetime Income Disclosure Act". S. 3793, "Job Creation & Tax Cuts Act of 2010", Title II, relating to technical corrections to pension funding legislation. S. 7360, "Automatic IRA Act of 2010". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 3962, "Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act of 2010" - became P.L. No. 111-192. H.R. 4742, "Small Businesses Add Value for Employees Act of 2009". H.R. 5297, "Small Business Jobs Act of 2010", sections 211-213, relating to partial annuitization and in-plan Roth conversions. H.R. 6099, "Automatic IRA Act of 2010". IRS Notice 2010-55, 2010-33 IRB, "Election of an Alternative Amortization Schedule under the Pension Relief Act of 2010". Department of Labor, Interim Final Regulation under Section 408(b)(2) of ERISA, (7/15/10). Treasury Department Explanation of the Administration's FY-2010 Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2010 Revenue proposals, Department of Treasury (May 2009) "Greenbook" - No Bill Number.
Lifetime Income Disclosure Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addemdum. S. 401, "Defined Contribution Fee Disclosure Act of 2009". S. 2832, "Lifetime Income Disclosure Act". S.____, a bill to be introduced by Senator Kohl, requiring target date fund managers to be ERISA fiduciaries as a condition of having the target date fund qualify as a qualified default investment option. H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". H.R. 3936, "Preserve Benefits and Jobs Act of 2009". H.R. 3962, "Preservation of Access to Care for Medicare Beneficiaries and Pension relief Act of 2010", provisions relating to defined benefits pension plan funding relief. (P.L. 111-192). H.R. 4126, "Retirement Fairness Act of 2009". H.R. 4213, "The Amerian Workers State & Business Relief Act", provisions related to defined benefit plan funding relief and 401(k) plan fee disclosure. H.R. 4742, "Small Businesses Add Value for Employees Act of 2009". H.R. 5297, "The Small Business Lending Fund Act", provisions allowing 401(k), 403(b) and 457(b), defined contribution plans to be rolled into a "Roth" (post-tax) account. H.R.____, a bill to allow employees not covered by qualified plans to save for retirement through automatic IRA arrangements (to be introduced by Representative Neal). Treasury Department Explanation of the Administration's FY-2010 Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2010 Revenue proposals, Department of Treasury (May 2009) "Greenbook" - No Bill Number.
Lifetime Income Disclosure Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum. S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 401, "Defined Contribution Fee Disclosure Act of 2009". S. 2832, "Lifetime Income Disclosure Act". S.____, a bill to be introduced by Senator Kohl, requiring target date fund managers to be ERISA fiduciaries as a condition of having the target date fund qualify as a qualified default investment option. S.____, "Hiring Incentives to Restore Employment Act", Sections 701-703 - relating to defined benefit funding relief. H.R. 424, "Retirement Account Distribution Improvement Act of 2009". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 1988, "Conflicted Investment Advice Prohibition Act of 2009". H.R. 2021, "Savings Recovery Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". H.R. 3936, "Preserve Benefits and Jobs Act of 2009". H.R. 4126, "Retirement Fairness Act of 2009". H.R. 4213, "The American Workers State and Business Relief Act", Senate Substitute, ammendment related to defined benefit plan funding relief. H.R. 4742, "Small Businesses Add Value for Employees Act of 2009". Senate Committee on Aging: February 25, 2009, Hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number. Treasury Department Explanation of the Administration's FY-2011Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2011 Revenue proposals, Department of Treasury (February 2010) "Greenbook" - No Bill Number.
Job Creation and Tax Cuts Act of 2010
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum. S. 2832, "Lifetime Income Disclosure Act". S. 3793, "Job Creation & Tax Cuts Act of 2010", Title II, relating to technical corrections to pension funding legislation. S. 7360, "Automatic IRA Act of 2010". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 3962, "Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act of 2010" - became P.L. No. 111-192. H.R. 4742, "Small Businesses Add Value for Employees Act of 2009". H.R. 5297, "Small Business Jobs Act of 2010", sections 211-213, relating to partial annuitization and in-plan Roth conversions. H.R. 6099, "Automatic IRA Act of 2010". IRS Notice 2010-55, 2010-33 IRB, "Election of an Alternative Amortization Schedule under the Pension Relief Act of 2010". Department of Labor, Interim Final Regulation under Section 408(b)(2) of ERISA, (7/15/10). Treasury Department Explanation of the Administration's FY-2010 Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2010 Revenue proposals, Department of Treasury (May 2009) "Greenbook" - No Bill Number.
Defined Contribution Fee Disclosure Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addemdum. S. 401, "Defined Contribution Fee Disclosure Act of 2009". S. 2832, "Lifetime Income Disclosure Act". S.____, a bill to be introduced by Senator Kohl, requiring target date fund managers to be ERISA fiduciaries as a condition of having the target date fund qualify as a qualified default investment option. H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". H.R. 3936, "Preserve Benefits and Jobs Act of 2009". H.R. 3962, "Preservation of Access to Care for Medicare Beneficiaries and Pension relief Act of 2010", provisions relating to defined benefits pension plan funding relief. (P.L. 111-192). H.R. 4126, "Retirement Fairness Act of 2009". H.R. 4213, "The Amerian Workers State & Business Relief Act", provisions related to defined benefit plan funding relief and 401(k) plan fee disclosure. H.R. 4742, "Small Businesses Add Value for Employees Act of 2009". H.R. 5297, "The Small Business Lending Fund Act", provisions allowing 401(k), 403(b) and 457(b), defined contribution plans to be rolled into a "Roth" (post-tax) account. H.R.____, a bill to allow employees not covered by qualified plans to save for retirement through automatic IRA arrangements (to be introduced by Representative Neal). Treasury Department Explanation of the Administration's FY-2010 Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2010 Revenue proposals, Department of Treasury (May 2009) "Greenbook" - No Bill Number.
Defined Contribution Fee Disclosure Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum. S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 401, "Defined Contribution Fee Disclosure Act of 2009". S. 2832, "Lifetime Income Disclosure Act". S.____, a bill to be introduced by Senator Kohl, requiring target date fund managers to be ERISA fiduciaries as a condition of having the target date fund qualify as a qualified default investment option. S.____, "Hiring Incentives to Restore Employment Act", Sections 701-703 - relating to defined benefit funding relief. H.R. 424, "Retirement Account Distribution Improvement Act of 2009". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 1988, "Conflicted Investment Advice Prohibition Act of 2009". H.R. 2021, "Savings Recovery Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". H.R. 3936, "Preserve Benefits and Jobs Act of 2009". H.R. 4126, "Retirement Fairness Act of 2009". H.R. 4213, "The American Workers State and Business Relief Act", Senate Substitute, ammendment related to defined benefit plan funding relief. H.R. 4742, "Small Businesses Add Value for Employees Act of 2009". Senate Committee on Aging: February 25, 2009, Hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number. Treasury Department Explanation of the Administration's FY-2011Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2011 Revenue proposals, Department of Treasury (February 2010) "Greenbook" - No Bill Number.
American Middle Class Tax (AMT) Relief Act of 2007
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum. S. 1153, "Tax Equity for Health Plan Beneficiaries Act". H.R. 2625, "Tax Equity for Heath Plan Beneficiaries Act". H.R. 3590, The "Patient Protection and Affordable Health Care Act". H.R. 4872, "The Reconciliation Act of 2010".
To amend the Small Business Act to provide for an increase in the amount of awards under the first and second phases of the Small Business Innovation Research program.
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addemdum. S. 401, "Defined Contribution Fee Disclosure Act of 2009". S. 2832, "Lifetime Income Disclosure Act". S.____, a bill to be introduced by Senator Kohl, requiring target date fund managers to be ERISA fiduciaries as a condition of having the target date fund qualify as a qualified default investment option. H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". H.R. 3936, "Preserve Benefits and Jobs Act of 2009". H.R. 3962, "Preservation of Access to Care for Medicare Beneficiaries and Pension relief Act of 2010", provisions relating to defined benefits pension plan funding relief. (P.L. 111-192). H.R. 4126, "Retirement Fairness Act of 2009". H.R. 4213, "The Amerian Workers State & Business Relief Act", provisions related to defined benefit plan funding relief and 401(k) plan fee disclosure. H.R. 4742, "Small Businesses Add Value for Employees Act of 2009". H.R. 5297, "The Small Business Lending Fund Act", provisions allowing 401(k), 403(b) and 457(b), defined contribution plans to be rolled into a "Roth" (post-tax) account. H.R.____, a bill to allow employees not covered by qualified plans to save for retirement through automatic IRA arrangements (to be introduced by Representative Neal). Treasury Department Explanation of the Administration's FY-2010 Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2010 Revenue proposals, Department of Treasury (May 2009) "Greenbook" - No Bill Number.
To amend the Small Business Act to provide for an increase in the amount of awards under the first and second phases of the Small Business Innovation Research program.
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum. S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 401, "Defined Contribution Fee Disclosure Act of 2009". S. 2832, "Lifetime Income Disclosure Act". S.____, a bill to be introduced by Senator Kohl, requiring target date fund managers to be ERISA fiduciaries as a condition of having the target date fund qualify as a qualified default investment option. S.____, "Hiring Incentives to Restore Employment Act", Sections 701-703 - relating to defined benefit funding relief. H.R. 424, "Retirement Account Distribution Improvement Act of 2009". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 1988, "Conflicted Investment Advice Prohibition Act of 2009". H.R. 2021, "Savings Recovery Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". H.R. 3936, "Preserve Benefits and Jobs Act of 2009". H.R. 4126, "Retirement Fairness Act of 2009". H.R. 4213, "The American Workers State and Business Relief Act", Senate Substitute, ammendment related to defined benefit plan funding relief. H.R. 4742, "Small Businesses Add Value for Employees Act of 2009". Senate Committee on Aging: February 25, 2009, Hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number. Treasury Department Explanation of the Administration's FY-2011Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2011 Revenue proposals, Department of Treasury (February 2010) "Greenbook" - No Bill Number.
To suspend temporarily the duty on certain tirebuilding machines used in the manufacture of extra-wide pneumatic truck and automobile tires, and parts and accessories thereof.
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addemdum. S. 401, "Defined Contribution Fee Disclosure Act of 2009". S. 2832, "Lifetime Income Disclosure Act". S.____, a bill to be introduced by Senator Kohl, requiring target date fund managers to be ERISA fiduciaries as a condition of having the target date fund qualify as a qualified default investment option. H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". H.R. 3936, "Preserve Benefits and Jobs Act of 2009". H.R. 3962, "Preservation of Access to Care for Medicare Beneficiaries and Pension relief Act of 2010", provisions relating to defined benefits pension plan funding relief. (P.L. 111-192). H.R. 4126, "Retirement Fairness Act of 2009". H.R. 4213, "The Amerian Workers State & Business Relief Act", provisions related to defined benefit plan funding relief and 401(k) plan fee disclosure. H.R. 4742, "Small Businesses Add Value for Employees Act of 2009". H.R. 5297, "The Small Business Lending Fund Act", provisions allowing 401(k), 403(b) and 457(b), defined contribution plans to be rolled into a "Roth" (post-tax) account. H.R.____, a bill to allow employees not covered by qualified plans to save for retirement through automatic IRA arrangements (to be introduced by Representative Neal). Treasury Department Explanation of the Administration's FY-2010 Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2010 Revenue proposals, Department of Treasury (May 2009) "Greenbook" - No Bill Number.
Savings for American Families' Future Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 401, "Defined Contribution Fee Disclosure Act of 2009". S. 2832, "Lifetime Income Disclosure Act". S.____, a bill to be introduced by Senator Kohl, requiring target date fund managers to be ERISA fiduciaries as a condition of having the target date fund qualify as a qualified default investment option. H.R. 424, "Retirement Account Distribution Improvement Act of 2009". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 1988, "Conflicted Investment Advice Prohibition Act of 2009". H.R. 2021, "Savings Recovery Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". H.R. 3936, "Preserve Benefits and Jobs Act of 2009". H.R. 4126, "Retirement Fairness Act of 2009". Senate Committee on Aging: February 25, 2009, Hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number. Treasury Department Explanation of the Administration's FY-2010 Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2010 Revenue proposals, Department of Treasury (May 2009) "Greenbook" - No Bill Number.
Savings for American Families' Future Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 401, "Defined Contribution Fee Disclosure Act of 2009". H.R. 424, "Retirement Account Distribution Improvement Act of 2009". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 1988, "Conflicted Investment Advice Prohibition Act of 2009". H.R. 2021, "Savings Recovery Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". H.R. ____, Discussion Draft, Bill from Rep. Earl Pomeroy on Defined Benefit Pension Plan Funding (August 25, 2009). Senate Committee on Aging: February 25, 2009, Hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number. Treasury Department Explanation of the Administration's FY-2010 Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2010 Revenue proposals, Department of Treasury (May 2009) "Greenbook" - No Bill Number.
Savings for American Families' Future Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 401, "Defined Contribution Fee Disclosure Act of 2009". H.R. 424, "Retirement Account Distribution Improvement Act of 2009". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 1988, "Conflicted Investment Advice Prohibition Act of 2009". H.R. 2021, "Savings Recovery Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". Senate Committee on Aging: February 25, 2009, Hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number. Treasury Department Explanation of the Administration's FY-2010 Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2010 Revenue proposals, Department of Treasury (May 2009) "Greenbook" - No Bill Number.
401(k) Fair Disclosure for Retirement Security Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 401, "Defined Contribution Fee Disclosure Act of 2009". H.R. 424, "Retirement Account Distribution Improvement Act of 2009". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 1988, "Conflicted Investment Advice Prohibition Act of 2009". H.R. 2021, "Savings Recovery Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". H.R. ____, Discussion Draft, Bill from Rep. Earl Pomeroy on Defined Benefit Pension Plan Funding (August 25, 2009). Senate Committee on Aging: February 25, 2009, Hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number. Treasury Department Explanation of the Administration's FY-2010 Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2010 Revenue proposals, Department of Treasury (May 2009) "Greenbook" - No Bill Number.
401(k) Fair Disclosure for Retirement Security Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 401, "Defined Contribution Fee Disclosure Act of 2009". H.R. 424, "Retirement Account Distribution Improvement Act of 2009". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 1988, "Conflicted Investment Advice Prohibition Act of 2009". H.R. 2021, "Savings Recovery Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". Senate Committee on Aging: February 25, 2009, Hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number. Treasury Department Explanation of the Administration's FY-2010 Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2010 Revenue proposals, Department of Treasury (May 2009) "Greenbook" - No Bill Number.
401(k) Fair Disclosure for Retirement Security Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 401, "Defined Contribution Fee Disclosure Act of 2009". S. 2832, "Lifetime Income Disclosure Act". S.____, a bill to be introduced by Senator Kohl, requiring target date fund managers to be ERISA fiduciaries as a condition of having the target date fund qualify as a qualified default investment option. H.R. 424, "Retirement Account Distribution Improvement Act of 2009". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 1988, "Conflicted Investment Advice Prohibition Act of 2009". H.R. 2021, "Savings Recovery Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". H.R. 3936, "Preserve Benefits and Jobs Act of 2009". H.R. 4126, "Retirement Fairness Act of 2009". Senate Committee on Aging: February 25, 2009, Hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number. Treasury Department Explanation of the Administration's FY-2010 Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2010 Revenue proposals, Department of Treasury (May 2009) "Greenbook" - No Bill Number.
Conflicted Investment Advice Prohibition Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 401, "Defined Contribution Fee Disclosure Act of 2009". H.R. 424, "Retirement Account Distribution Improvement Act of 2009". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 1988, "Conflicted Investment Advice Prohibition Act of 2009". H.R. 2021, "Savings Recovery Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". Senate Committee on Aging: February 25, 2009, Hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number. Treasury Department Explanation of the Administration's FY-2010 Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2010 Revenue proposals, Department of Treasury (May 2009) "Greenbook" - No Bill Number.
Conflicted Investment Advice Prohibition Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 401, "Defined Contribution Fee Disclosure Act of 2009". S. 2832, "Lifetime Income Disclosure Act". S.____, a bill to be introduced by Senator Kohl, requiring target date fund managers to be ERISA fiduciaries as a condition of having the target date fund qualify as a qualified default investment option. H.R. 424, "Retirement Account Distribution Improvement Act of 2009". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 1988, "Conflicted Investment Advice Prohibition Act of 2009". H.R. 2021, "Savings Recovery Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". H.R. 3936, "Preserve Benefits and Jobs Act of 2009". H.R. 4126, "Retirement Fairness Act of 2009". Senate Committee on Aging: February 25, 2009, Hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number. Treasury Department Explanation of the Administration's FY-2010 Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2010 Revenue proposals, Department of Treasury (May 2009) "Greenbook" - No Bill Number.
Conflicted Investment Advice Prohibition Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 401, "Defined Contribution Fee Disclosure Act of 2009". H.R. 424, "Retirement Account Distribution Improvement Act of 2009". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 1988, "Conflicted Investment Advice Prohibition Act of 2009". H.R. 2021, "Savings Recovery Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". H.R. ____, Discussion Draft, Bill from Rep. Earl Pomeroy on Defined Benefit Pension Plan Funding (August 25, 2009). Senate Committee on Aging: February 25, 2009, Hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number. Treasury Department Explanation of the Administration's FY-2010 Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2010 Revenue proposals, Department of Treasury (May 2009) "Greenbook" - No Bill Number.
Savings Recovery Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 401, "Defined Contribution Fee Disclosure Act of 2009". H.R. 424, "Retirement Account Distribution Improvement Act of 2009". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 1988, "Conflicted Investment Advice Prohibition Act of 2009". H.R. 2021, "Savings Recovery Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". Senate Committee on Aging: February 25, 2009, Hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number. Treasury Department Explanation of the Administration's FY-2010 Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2010 Revenue proposals, Department of Treasury (May 2009) "Greenbook" - No Bill Number.
Savings Recovery Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 401, "Defined Contribution Fee Disclosure Act of 2009". S. 2832, "Lifetime Income Disclosure Act". S.____, a bill to be introduced by Senator Kohl, requiring target date fund managers to be ERISA fiduciaries as a condition of having the target date fund qualify as a qualified default investment option. H.R. 424, "Retirement Account Distribution Improvement Act of 2009". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 1988, "Conflicted Investment Advice Prohibition Act of 2009". H.R. 2021, "Savings Recovery Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". H.R. 3936, "Preserve Benefits and Jobs Act of 2009". H.R. 4126, "Retirement Fairness Act of 2009". Senate Committee on Aging: February 25, 2009, Hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number. Treasury Department Explanation of the Administration's FY-2010 Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2010 Revenue proposals, Department of Treasury (May 2009) "Greenbook" - No Bill Number.
Savings Recovery Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 401, "Defined Contribution Fee Disclosure Act of 2009". H.R. 424, "Retirement Account Distribution Improvement Act of 2009". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 1988, "Conflicted Investment Advice Prohibition Act of 2009". H.R. 2021, "Savings Recovery Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". H.R. ____, Discussion Draft, Bill from Rep. Earl Pomeroy on Defined Benefit Pension Plan Funding (August 25, 2009). Senate Committee on Aging: February 25, 2009, Hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number. Treasury Department Explanation of the Administration's FY-2010 Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2010 Revenue proposals, Department of Treasury (May 2009) "Greenbook" - No Bill Number.
Tax Equity for Health Plan Beneficiaries Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 1153, "Tax Equity for Health Plan Beneficiaries Act". H.R. 2625, "Tax Equity for Heath Plan Beneficiaries Act". H.R. 3590, The "Patient Protection and Affordable Health Care Act". H.R. 3962, "The Affordable Health Care for Americans Act", Section 571, Parity in Health Benefits.
Tax Equity for Health Plan Beneficiaries Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
Health Care Reform - No Bill Number See Addendum S. 1153, "Tax Equity for Health Plan Beneficiaries Act". S. 1679, "Affordable Health Choices Act", Subtitle H, - Class Act. H.R. 2625, "Tax Equity for Heath Plan Beneficiaries Act". H.R. 3200, "America's Affordable Health Choices Act of 2009".
Defined Contribution Plan Fee Transparency Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 401, "Defined Contribution Fee Disclosure Act of 2009". H.R. 424, "Retirement Account Distribution Improvement Act of 2009". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 1988, "Conflicted Investment Advice Prohibition Act of 2009". H.R. 2021, "Savings Recovery Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". Senate Committee on Aging: February 25, 2009, Hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number. Treasury Department Explanation of the Administration's FY-2010 Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2010 Revenue proposals, Department of Treasury (May 2009) "Greenbook" - No Bill Number.
Defined Contribution Plan Fee Transparency Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 401, "Defined Contribution Fee Disclosure Act of 2009". S. 2832, "Lifetime Income Disclosure Act". S.____, a bill to be introduced by Senator Kohl, requiring target date fund managers to be ERISA fiduciaries as a condition of having the target date fund qualify as a qualified default investment option. H.R. 424, "Retirement Account Distribution Improvement Act of 2009". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 1988, "Conflicted Investment Advice Prohibition Act of 2009". H.R. 2021, "Savings Recovery Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". H.R. 3936, "Preserve Benefits and Jobs Act of 2009". H.R. 4126, "Retirement Fairness Act of 2009". Senate Committee on Aging: February 25, 2009, Hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number. Treasury Department Explanation of the Administration's FY-2010 Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2010 Revenue proposals, Department of Treasury (May 2009) "Greenbook" - No Bill Number.
Defined Contribution Plan Fee Transparency Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 401, "Defined Contribution Fee Disclosure Act of 2009". H.R. 424, "Retirement Account Distribution Improvement Act of 2009". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 1988, "Conflicted Investment Advice Prohibition Act of 2009". H.R. 2021, "Savings Recovery Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". H.R. ____, Discussion Draft, Bill from Rep. Earl Pomeroy on Defined Benefit Pension Plan Funding (August 25, 2009). Senate Committee on Aging: February 25, 2009, Hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number. Treasury Department Explanation of the Administration's FY-2010 Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2010 Revenue proposals, Department of Treasury (May 2009) "Greenbook" - No Bill Number.
401(k) Fair Disclosure and Pension Security Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 401, "Defined Contribution Fee Disclosure Act of 2009". S. 2832, "Lifetime Income Disclosure Act". S.____, a bill to be introduced by Senator Kohl, requiring target date fund managers to be ERISA fiduciaries as a condition of having the target date fund qualify as a qualified default investment option. H.R. 424, "Retirement Account Distribution Improvement Act of 2009". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 1988, "Conflicted Investment Advice Prohibition Act of 2009". H.R. 2021, "Savings Recovery Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". H.R. 3936, "Preserve Benefits and Jobs Act of 2009". H.R. 4126, "Retirement Fairness Act of 2009". Senate Committee on Aging: February 25, 2009, Hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number. Treasury Department Explanation of the Administration's FY-2010 Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2010 Revenue proposals, Department of Treasury (May 2009) "Greenbook" - No Bill Number.
401(k) Fair Disclosure and Pension Security Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 401, "Defined Contribution Fee Disclosure Act of 2009". H.R. 424, "Retirement Account Distribution Improvement Act of 2009". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 1988, "Conflicted Investment Advice Prohibition Act of 2009". H.R. 2021, "Savings Recovery Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". H.R. ____, Discussion Draft, Bill from Rep. Earl Pomeroy on Defined Benefit Pension Plan Funding (August 25, 2009). Senate Committee on Aging: February 25, 2009, Hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number. Treasury Department Explanation of the Administration's FY-2010 Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2010 Revenue proposals, Department of Treasury (May 2009) "Greenbook" - No Bill Number.
401(k) Fair Disclosure and Pension Security Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 401, "Defined Contribution Fee Disclosure Act of 2009". H.R. 424, "Retirement Account Distribution Improvement Act of 2009". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 1988, "Conflicted Investment Advice Prohibition Act of 2009". H.R. 2021, "Savings Recovery Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". Senate Committee on Aging: February 25, 2009, Hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number. Treasury Department Explanation of the Administration's FY-2010 Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2010 Revenue proposals, Department of Treasury (May 2009) "Greenbook" - No Bill Number.
America's Affordable Health Choices Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
Health Care Reform - No Bill Number See Addendum S. 1153, "Tax Equity for Health Plan Beneficiaries Act". S. 1679, "Affordable Health Choices Act", Subtitle H, - Class Act. H.R. 2625, "Tax Equity for Heath Plan Beneficiaries Act". H.R. 3200, "America's Affordable Health Choices Act of 2009".
Preserve Benefits and Jobs Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 401, "Defined Contribution Fee Disclosure Act of 2009". S. 2832, "Lifetime Income Disclosure Act". S.____, a bill to be introduced by Senator Kohl, requiring target date fund managers to be ERISA fiduciaries as a condition of having the target date fund qualify as a qualified default investment option. H.R. 424, "Retirement Account Distribution Improvement Act of 2009". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 1988, "Conflicted Investment Advice Prohibition Act of 2009". H.R. 2021, "Savings Recovery Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". H.R. 3936, "Preserve Benefits and Jobs Act of 2009". H.R. 4126, "Retirement Fairness Act of 2009". Senate Committee on Aging: February 25, 2009, Hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number. Treasury Department Explanation of the Administration's FY-2010 Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2010 Revenue proposals, Department of Treasury (May 2009) "Greenbook" - No Bill Number.
Retirement Fairness Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 401, "Defined Contribution Fee Disclosure Act of 2009". S. 2832, "Lifetime Income Disclosure Act". S.____, a bill to be introduced by Senator Kohl, requiring target date fund managers to be ERISA fiduciaries as a condition of having the target date fund qualify as a qualified default investment option. H.R. 424, "Retirement Account Distribution Improvement Act of 2009". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 1988, "Conflicted Investment Advice Prohibition Act of 2009". H.R. 2021, "Savings Recovery Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". H.R. 3936, "Preserve Benefits and Jobs Act of 2009". H.R. 4126, "Retirement Fairness Act of 2009". Senate Committee on Aging: February 25, 2009, Hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number. Treasury Department Explanation of the Administration's FY-2010 Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2010 Revenue proposals, Department of Treasury (May 2009) "Greenbook" - No Bill Number.
Protecting Senior's Nest Egg Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 401, "Defined Contribution Fee Disclosure Act of 2009". S. 2832, "Lifetime Income Disclosure Act". S.____, a bill to be introduced by Senator Kohl, requiring target date fund managers to be ERISA fiduciaries as a condition of having the target date fund qualify as a qualified default investment option. H.R. 424, "Retirement Account Distribution Improvement Act of 2009". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 1988, "Conflicted Investment Advice Prohibition Act of 2009". H.R. 2021, "Savings Recovery Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". H.R. 3936, "Preserve Benefits and Jobs Act of 2009". H.R. 4126, "Retirement Fairness Act of 2009". Senate Committee on Aging: February 25, 2009, Hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number. Treasury Department Explanation of the Administration's FY-2010 Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2010 Revenue proposals, Department of Treasury (May 2009) "Greenbook" - No Bill Number.
Protecting Senior's Nest Egg Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 401, "Defined Contribution Fee Disclosure Act of 2009". H.R. 424, "Retirement Account Distribution Improvement Act of 2009". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 1988, "Conflicted Investment Advice Prohibition Act of 2009". H.R. 2021, "Savings Recovery Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". H.R. ____, Discussion Draft, Bill from Rep. Earl Pomeroy on Defined Benefit Pension Plan Funding (August 25, 2009). Senate Committee on Aging: February 25, 2009, Hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number. Treasury Department Explanation of the Administration's FY-2010 Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2010 Revenue proposals, Department of Treasury (May 2009) "Greenbook" - No Bill Number.
Protecting Senior's Nest Egg Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 401, "Defined Contribution Fee Disclosure Act of 2009". H.R. 424, "Retirement Account Distribution Improvement Act of 2009". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 1988, "Conflicted Investment Advice Prohibition Act of 2009". H.R. 2021, "Savings Recovery Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". Senate Committee on Aging: February 25, 2009, Hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number. Treasury Department Explanation of the Administration's FY-2010 Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2010 Revenue proposals, Department of Treasury (May 2009) "Greenbook" - No Bill Number.
Protecting Senior's Nest Egg Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 181, "Lilly Ledbetter Fair Pay Act of 2009", implications for retirement plans (became P.L. 111-2). S. 401, "Defined Contribution Fee Disclosure Act of 2009". H.R. 424, "Retirement Account Distribution Improvement Act of 2009". Defined Benefit Pension Funding Relief - No Bill Number. Obama Administration proposal to expand savers credit and automatic enrollment in IRAs and 401(k) plans - No Bill Number. Rep. John Boehner (R-OH), "The Savings Recovery Act", provisions related to Defined Benefit Funding Relief - No Bill Number. Rep. Richard Neal (D-MA); a bill to improve 401(k) plan fee disclosures - No Bill Number. Senate Committee on Aging, February 25, 2009, hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number.
Tax Equity for Health Plan Beneficiaries Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 1153, "Tax Equity for Health Plan Beneficiaries Act". H.R. 2625, "Tax Equity for Heath Plan Beneficiaries Act". H.R. 3590, The "Patient Protection and Affordable Health Care Act". H.R. 3962, "The Affordable Health Care for Americans Act", Section 571, Parity in Health Benefits.
Tax Equity for Health Plan Beneficiaries Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
Health Care Reform - No Bill Number See Addendum S. 1153, "Tax Equity for Health Plan Beneficiaries Act". S. 1679, "Affordable Health Choices Act", Subtitle H, - Class Act. H.R. 2625, "Tax Equity for Heath Plan Beneficiaries Act". H.R. 3200, "America's Affordable Health Choices Act of 2009".
Retirement Account Distribution Improvement Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 401, "Defined Contribution Fee Disclosure Act of 2009". S. 2832, "Lifetime Income Disclosure Act". S.____, a bill to be introduced by Senator Kohl, requiring target date fund managers to be ERISA fiduciaries as a condition of having the target date fund qualify as a qualified default investment option. H.R. 424, "Retirement Account Distribution Improvement Act of 2009". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 1988, "Conflicted Investment Advice Prohibition Act of 2009". H.R. 2021, "Savings Recovery Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". H.R. 3936, "Preserve Benefits and Jobs Act of 2009". H.R. 4126, "Retirement Fairness Act of 2009". Senate Committee on Aging: February 25, 2009, Hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number. Treasury Department Explanation of the Administration's FY-2010 Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2010 Revenue proposals, Department of Treasury (May 2009) "Greenbook" - No Bill Number.
Retirement Account Distribution Improvement Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 401, "Defined Contribution Fee Disclosure Act of 2009". H.R. 424, "Retirement Account Distribution Improvement Act of 2009". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 1988, "Conflicted Investment Advice Prohibition Act of 2009". H.R. 2021, "Savings Recovery Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". H.R. ____, Discussion Draft, Bill from Rep. Earl Pomeroy on Defined Benefit Pension Plan Funding (August 25, 2009). Senate Committee on Aging: February 25, 2009, Hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number. Treasury Department Explanation of the Administration's FY-2010 Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2010 Revenue proposals, Department of Treasury (May 2009) "Greenbook" - No Bill Number.
Retirement Account Distribution Improvement Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 401, "Defined Contribution Fee Disclosure Act of 2009". H.R. 424, "Retirement Account Distribution Improvement Act of 2009". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 1988, "Conflicted Investment Advice Prohibition Act of 2009". H.R. 2021, "Savings Recovery Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". Senate Committee on Aging: February 25, 2009, Hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number. Treasury Department Explanation of the Administration's FY-2010 Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2010 Revenue proposals, Department of Treasury (May 2009) "Greenbook" - No Bill Number.
Retirement Account Distribution Improvement Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 181, "Lilly Ledbetter Fair Pay Act of 2009", implications for retirement plans (became P.L. 111-2). S. 401, "Defined Contribution Fee Disclosure Act of 2009". H.R. 424, "Retirement Account Distribution Improvement Act of 2009". Defined Benefit Pension Funding Relief - No Bill Number. Obama Administration proposal to expand savers credit and automatic enrollment in IRAs and 401(k) plans - No Bill Number. Rep. John Boehner (R-OH), "The Savings Recovery Act", provisions related to Defined Benefit Funding Relief - No Bill Number. Rep. Richard Neal (D-MA); a bill to improve 401(k) plan fee disclosures - No Bill Number. Senate Committee on Aging, February 25, 2009, hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number.
Affordable Health Choices Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
Health Care Reform - No Bill Number See Addendum S. 1153, "Tax Equity for Health Plan Beneficiaries Act". S. 1679, "Affordable Health Choices Act", Subtitle H, - Class Act. H.R. 2625, "Tax Equity for Heath Plan Beneficiaries Act". H.R. 3200, "America's Affordable Health Choices Act of 2009".
Lilly Ledbetter Fair Pay Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 181, "Lilly Ledbetter Fair Pay Act of 2009", implications for retirement plans (became P.L. 111-2). S. 401, "Defined Contribution Fee Disclosure Act of 2009". H.R. 424, "Retirement Account Distribution Improvement Act of 2009". Defined Benefit Pension Funding Relief - No Bill Number. Obama Administration proposal to expand savers credit and automatic enrollment in IRAs and 401(k) plans - No Bill Number. Rep. John Boehner (R-OH), "The Savings Recovery Act", provisions related to Defined Benefit Funding Relief - No Bill Number. Rep. Richard Neal (D-MA); a bill to improve 401(k) plan fee disclosures - No Bill Number. Senate Committee on Aging, February 25, 2009, hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number.
Lifetime Income Disclosure Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 401, "Defined Contribution Fee Disclosure Act of 2009". S. 2832, "Lifetime Income Disclosure Act". S.____, a bill to be introduced by Senator Kohl, requiring target date fund managers to be ERISA fiduciaries as a condition of having the target date fund qualify as a qualified default investment option. H.R. 424, "Retirement Account Distribution Improvement Act of 2009". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 1988, "Conflicted Investment Advice Prohibition Act of 2009". H.R. 2021, "Savings Recovery Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". H.R. 3936, "Preserve Benefits and Jobs Act of 2009". H.R. 4126, "Retirement Fairness Act of 2009". Senate Committee on Aging: February 25, 2009, Hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number. Treasury Department Explanation of the Administration's FY-2010 Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2010 Revenue proposals, Department of Treasury (May 2009) "Greenbook" - No Bill Number.
Defined Contribution Fee Disclosure Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 401, "Defined Contribution Fee Disclosure Act of 2009". H.R. 424, "Retirement Account Distribution Improvement Act of 2009". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 1988, "Conflicted Investment Advice Prohibition Act of 2009". H.R. 2021, "Savings Recovery Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". H.R. ____, Discussion Draft, Bill from Rep. Earl Pomeroy on Defined Benefit Pension Plan Funding (August 25, 2009). Senate Committee on Aging: February 25, 2009, Hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number. Treasury Department Explanation of the Administration's FY-2010 Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2010 Revenue proposals, Department of Treasury (May 2009) "Greenbook" - No Bill Number.
Defined Contribution Fee Disclosure Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 181, "Lilly Ledbetter Fair Pay Act of 2009", implications for retirement plans (became P.L. 111-2). S. 401, "Defined Contribution Fee Disclosure Act of 2009". H.R. 424, "Retirement Account Distribution Improvement Act of 2009". Defined Benefit Pension Funding Relief - No Bill Number. Obama Administration proposal to expand savers credit and automatic enrollment in IRAs and 401(k) plans - No Bill Number. Rep. John Boehner (R-OH), "The Savings Recovery Act", provisions related to Defined Benefit Funding Relief - No Bill Number. Rep. Richard Neal (D-MA); a bill to improve 401(k) plan fee disclosures - No Bill Number. Senate Committee on Aging, February 25, 2009, hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number.
Defined Contribution Fee Disclosure Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 401, "Defined Contribution Fee Disclosure Act of 2009". H.R. 424, "Retirement Account Distribution Improvement Act of 2009". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 1988, "Conflicted Investment Advice Prohibition Act of 2009". H.R. 2021, "Savings Recovery Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". Senate Committee on Aging: February 25, 2009, Hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number. Treasury Department Explanation of the Administration's FY-2010 Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2010 Revenue proposals, Department of Treasury (May 2009) "Greenbook" - No Bill Number.
Defined Contribution Fee Disclosure Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 401, "Defined Contribution Fee Disclosure Act of 2009". S. 2832, "Lifetime Income Disclosure Act". S.____, a bill to be introduced by Senator Kohl, requiring target date fund managers to be ERISA fiduciaries as a condition of having the target date fund qualify as a qualified default investment option. H.R. 424, "Retirement Account Distribution Improvement Act of 2009". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 1988, "Conflicted Investment Advice Prohibition Act of 2009". H.R. 2021, "Savings Recovery Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". H.R. 3936, "Preserve Benefits and Jobs Act of 2009". H.R. 4126, "Retirement Fairness Act of 2009". Senate Committee on Aging: February 25, 2009, Hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number. Treasury Department Explanation of the Administration's FY-2010 Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2010 Revenue proposals, Department of Treasury (May 2009) "Greenbook" - No Bill Number.
American Middle Class Tax (AMT) Relief Act of 2007
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 1153, "Tax Equity for Health Plan Beneficiaries Act". H.R. 2625, "Tax Equity for Heath Plan Beneficiaries Act". H.R. 3590, The "Patient Protection and Affordable Health Care Act". H.R. 3962, "The Affordable Health Care for Americans Act", Section 571, Parity in Health Benefits.
Superfund Polluter Pays Act
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 1153, "Tax Equity for Health Plan Beneficiaries Act". H.R. 2625, "Tax Equity for Heath Plan Beneficiaries Act". H.R. 3590, The "Patient Protection and Affordable Health Care Act". H.R. 3962, "The Affordable Health Care for Americans Act", Section 571, Parity in Health Benefits.
Automatic IRA Act of 2007
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 1010, Retirement Security for Life Act of 2007. S. 1141, Automatic IRA Act of 2007. S. 1288, Womens Retirement Security Act of 2007. S. 1725, "Restoring Pension Promises to Workers Act". S. 1974, "Pension Protection Technical Corrections Act of 2007". S. 2473, "Defined Contribution Fee Disclosure Act of 2007". S. 3278, "No Participant Loans from a Debit Card". H.R. 2167, Automatic IRA Act of 2007 (H.R. 2167, S. 1141). H.R. 2205, Retirement Security for Life Act of 2007. H.R. 2683, "Pension Security Act of 2007". H.R. 3185, "401(k) Fair Disclosure for Retirement Security Act of 2007". Rep Andrews Amendement to H.R. 3185, "The Fair Disclosure for Retirement Security Act" (4/15/08). H.R. 3361, "Pension Protection Technical Corrections Act of 2007". H.R. 3765, "The Defined Contribution Fee Transparency Act of 2007". H.R. 3868, Bill to delay the PPA defined benefit funding rules for one year. H.R. 5160, "Small Business Add Vaue for Employees Act of 2008". H.R. 6143, "The Pension Protection Act ERISA Amendments of 2008". H.R. 6382, "Pension Protection Technical Corrections Act of 2008". H.R. 6708, "No Participant Loans from a Debit Card". DOL Final Regulations and Revisions to the 2007 Form 5500 Annual Return/Report, 72 F.R. 64710-64730 (11/16/07). DOL Final Rule and Regulation (Section 2550.404-4) on Safest Available Annuity 73 F.R. 58447-58540 (10/7/08). DOL Proposed Rule, Reasonable Contracts or Arrangements under Section 408(b)(2) - Fee Disclosure, 72 F.R. 70988-71005 (12/13/07). DOL Proposed Regulation on Provision of Investment Advice and DOL Proposed Class Exemption for Provision of Investment Advice, Prop. DOL Reg. Sec. 2550.404a-5 and 2550.404c-1, 73 F.R. 43039 and 43043 (7/23/08). Request to the Treasury Department and IRS on the application of the backloading accrual rules to hybrid pension plan conversions. IRS Revenue Ruling 2008-07, "Guidance on Backloading Rules". IRS Revenue Ruling 2008-45, "Transfer of Pension Plan Sponsorship".
Automatic IRA Act of 2007
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 1010, Retirement Security for Life Act of 2007. S. 1141, Automatic IRA Act of 2007. S. 1288, Womens Retirement Security Act of 2007. S. 1725, "Restoring Pension Promises to Workers Act". S. 1974, "Pension Protection Technical Corrections Act of 2007". S. 2473, "Defined Contribution Fee Disclosure Act of 2007". S. 3278, "No Participant Loans from a Debit Card". H.R. 2167, Automatic IRA Act of 2007 (H.R. 2167, S. 1141). H.R. 2205, Retirement Security for Life Act of 2007. H.R. 2683, "Pension Security Act of 2007". H.R. 3185, "401(k) Fair Disclosure for Retirement Security Act of 2007". Rep Andrews Amendement to H.R. 3185, "The Fair Disclosure for Retirement Security Act" (4/15/08). H.R. 3361, "Pension Protection Technical Corrections Act of 2007". H.R. 3765, "The Defined Contribution Fee Transparency Act of 2007". H.R. 3868, Bill to delay the PPA defined benefit funding rules for one year. H.R. 5160, "Small Business Add Vaue for Employees Act of 2008". H.R. 6143, "The Pension Protection Act ERISA Amendments of 2008". H.R. 6382, "Pension Protection Technical Corrections Act of 2008". H.R. 6708, "No Participant Loans from a Debit Card". H.R. 7327, "The worker, Retiree and Employer Recovery Act of 2008". DOL Final Regulations and Revisions to the 2007 Form 5500 Annual Return/Report, 72 F.R. 64710-64730 (11/16/07). DOL Final Rule and Regulation (Section 2550.404-4) on Safest Available Annuity 73 F.R. 58447-58540 (10/7/08). DOL Proposed Rule, Reasonable Contracts or Arrangements under Section 408(b)(2) - Fee Disclosure, 72 F.R. 70988-71005 (12/13/07). DOL Proposed Regulation on Provision of Investment Advice and DOL Proposed Class Exemption for Provision of Investment Advice, Prop. DOL Reg. Sec. 2550.404a-5 and 2550.404c-1, 73 F.R. 43039 and 43043 (7/23/08). Proposed Amendment to H.R. 3361, proposed Pension Protection Act Defined Benefit Funding Relief provisions (S.Baucus 11/20/08). Request to the Treasury Department and IRS on the application of the backloading accrual rules to hybrid pension plan conversions. IRS Revenue Ruling 2008-07, "Guidance on Backloading Rules". IRS Revenue Ruling 2008-45, "Transfer of Pension Plan Sponsorship".
Retirement Security for Life Act of 2007
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 1010, Retirement Security for Life Act of 2007. S. 1141, Automatic IRA Act of 2007. S. 1288, Womens Retirement Security Act of 2007. S. 1725, "Restoring Pension Promises to Workers Act". S. 1974, "Pension Protection Technical Corrections Act of 2007". S. 2473, "Defined Contribution Fee Disclosure Act of 2007". S. 3278, "No Participant Loans from a Debit Card". H.R. 2167, Automatic IRA Act of 2007 (H.R. 2167, S. 1141). H.R. 2205, Retirement Security for Life Act of 2007. H.R. 2683, "Pension Security Act of 2007". H.R. 3185, "401(k) Fair Disclosure for Retirement Security Act of 2007". Rep Andrews Amendement to H.R. 3185, "The Fair Disclosure for Retirement Security Act" (4/15/08). H.R. 3361, "Pension Protection Technical Corrections Act of 2007". H.R. 3765, "The Defined Contribution Fee Transparency Act of 2007". H.R. 3868, Bill to delay the PPA defined benefit funding rules for one year. H.R. 5160, "Small Business Add Vaue for Employees Act of 2008". H.R. 6143, "The Pension Protection Act ERISA Amendments of 2008". H.R. 6382, "Pension Protection Technical Corrections Act of 2008". H.R. 6708, "No Participant Loans from a Debit Card". H.R. 7327, "The worker, Retiree and Employer Recovery Act of 2008". DOL Final Regulations and Revisions to the 2007 Form 5500 Annual Return/Report, 72 F.R. 64710-64730 (11/16/07). DOL Final Rule and Regulation (Section 2550.404-4) on Safest Available Annuity 73 F.R. 58447-58540 (10/7/08). DOL Proposed Rule, Reasonable Contracts or Arrangements under Section 408(b)(2) - Fee Disclosure, 72 F.R. 70988-71005 (12/13/07). DOL Proposed Regulation on Provision of Investment Advice and DOL Proposed Class Exemption for Provision of Investment Advice, Prop. DOL Reg. Sec. 2550.404a-5 and 2550.404c-1, 73 F.R. 43039 and 43043 (7/23/08). Proposed Amendment to H.R. 3361, proposed Pension Protection Act Defined Benefit Funding Relief provisions (S.Baucus 11/20/08). Request to the Treasury Department and IRS on the application of the backloading accrual rules to hybrid pension plan conversions. IRS Revenue Ruling 2008-07, "Guidance on Backloading Rules". IRS Revenue Ruling 2008-45, "Transfer of Pension Plan Sponsorship".
Retirement Security for Life Act of 2007
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 1010, Retirement Security for Life Act of 2007. S. 1141, Automatic IRA Act of 2007. S. 1288, Womens Retirement Security Act of 2007. S. 1725, "Restoring Pension Promises to Workers Act". S. 1974, "Pension Protection Technical Corrections Act of 2007". S. 2473, "Defined Contribution Fee Disclosure Act of 2007". S. 3278, "No Participant Loans from a Debit Card". H.R. 2167, Automatic IRA Act of 2007 (H.R. 2167, S. 1141). H.R. 2205, Retirement Security for Life Act of 2007. H.R. 2683, "Pension Security Act of 2007". H.R. 3185, "401(k) Fair Disclosure for Retirement Security Act of 2007". Rep Andrews Amendement to H.R. 3185, "The Fair Disclosure for Retirement Security Act" (4/15/08). H.R. 3361, "Pension Protection Technical Corrections Act of 2007". H.R. 3765, "The Defined Contribution Fee Transparency Act of 2007". H.R. 3868, Bill to delay the PPA defined benefit funding rules for one year. H.R. 5160, "Small Business Add Vaue for Employees Act of 2008". H.R. 6143, "The Pension Protection Act ERISA Amendments of 2008". H.R. 6382, "Pension Protection Technical Corrections Act of 2008". H.R. 6708, "No Participant Loans from a Debit Card". DOL Final Regulations and Revisions to the 2007 Form 5500 Annual Return/Report, 72 F.R. 64710-64730 (11/16/07). DOL Final Rule and Regulation (Section 2550.404-4) on Safest Available Annuity 73 F.R. 58447-58540 (10/7/08). DOL Proposed Rule, Reasonable Contracts or Arrangements under Section 408(b)(2) - Fee Disclosure, 72 F.R. 70988-71005 (12/13/07). DOL Proposed Regulation on Provision of Investment Advice and DOL Proposed Class Exemption for Provision of Investment Advice, Prop. DOL Reg. Sec. 2550.404a-5 and 2550.404c-1, 73 F.R. 43039 and 43043 (7/23/08). Request to the Treasury Department and IRS on the application of the backloading accrual rules to hybrid pension plan conversions. IRS Revenue Ruling 2008-07, "Guidance on Backloading Rules". IRS Revenue Ruling 2008-45, "Transfer of Pension Plan Sponsorship".
Pension Security Act of 2007
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 1010, Retirement Security for Life Act of 2007. S. 1141, Automatic IRA Act of 2007. S. 1288, Womens Retirement Security Act of 2007. S. 1725, "Restoring Pension Promises to Workers Act". S. 1974, "Pension Protection Technical Corrections Act of 2007". S. 2473, "Defined Contribution Fee Disclosure Act of 2007". S. 3278, "No Participant Loans from a Debit Card". H.R. 2167, Automatic IRA Act of 2007 (H.R. 2167, S. 1141). H.R. 2205, Retirement Security for Life Act of 2007. H.R. 2683, "Pension Security Act of 2007". H.R. 3185, "401(k) Fair Disclosure for Retirement Security Act of 2007". Rep Andrews Amendement to H.R. 3185, "The Fair Disclosure for Retirement Security Act" (4/15/08). H.R. 3361, "Pension Protection Technical Corrections Act of 2007". H.R. 3765, "The Defined Contribution Fee Transparency Act of 2007". H.R. 3868, Bill to delay the PPA defined benefit funding rules for one year. H.R. 5160, "Small Business Add Vaue for Employees Act of 2008". H.R. 6143, "The Pension Protection Act ERISA Amendments of 2008". H.R. 6382, "Pension Protection Technical Corrections Act of 2008". H.R. 6708, "No Participant Loans from a Debit Card". DOL Final Regulations and Revisions to the 2007 Form 5500 Annual Return/Report, 72 F.R. 64710-64730 (11/16/07). DOL Final Rule and Regulation (Section 2550.404-4) on Safest Available Annuity 73 F.R. 58447-58540 (10/7/08). DOL Proposed Rule, Reasonable Contracts or Arrangements under Section 408(b)(2) - Fee Disclosure, 72 F.R. 70988-71005 (12/13/07). DOL Proposed Regulation on Provision of Investment Advice and DOL Proposed Class Exemption for Provision of Investment Advice, Prop. DOL Reg. Sec. 2550.404a-5 and 2550.404c-1, 73 F.R. 43039 and 43043 (7/23/08). Request to the Treasury Department and IRS on the application of the backloading accrual rules to hybrid pension plan conversions. IRS Revenue Ruling 2008-07, "Guidance on Backloading Rules". IRS Revenue Ruling 2008-45, "Transfer of Pension Plan Sponsorship".
Pension Security Act of 2007
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 1010, Retirement Security for Life Act of 2007. S. 1141, Automatic IRA Act of 2007. S. 1288, Womens Retirement Security Act of 2007. S. 1725, "Restoring Pension Promises to Workers Act". S. 1974, "Pension Protection Technical Corrections Act of 2007". S. 2473, "Defined Contribution Fee Disclosure Act of 2007". S. 3278, "No Participant Loans from a Debit Card". H.R. 2167, Automatic IRA Act of 2007 (H.R. 2167, S. 1141). H.R. 2205, Retirement Security for Life Act of 2007. H.R. 2683, "Pension Security Act of 2007". H.R. 3185, "401(k) Fair Disclosure for Retirement Security Act of 2007". Rep Andrews Amendement to H.R. 3185, "The Fair Disclosure for Retirement Security Act" (4/15/08). H.R. 3361, "Pension Protection Technical Corrections Act of 2007". H.R. 3765, "The Defined Contribution Fee Transparency Act of 2007". H.R. 3868, Bill to delay the PPA defined benefit funding rules for one year. H.R. 5160, "Small Business Add Vaue for Employees Act of 2008". H.R. 6143, "The Pension Protection Act ERISA Amendments of 2008". H.R. 6382, "Pension Protection Technical Corrections Act of 2008". H.R. 6708, "No Participant Loans from a Debit Card". H.R. 7327, "The worker, Retiree and Employer Recovery Act of 2008". DOL Final Regulations and Revisions to the 2007 Form 5500 Annual Return/Report, 72 F.R. 64710-64730 (11/16/07). DOL Final Rule and Regulation (Section 2550.404-4) on Safest Available Annuity 73 F.R. 58447-58540 (10/7/08). DOL Proposed Rule, Reasonable Contracts or Arrangements under Section 408(b)(2) - Fee Disclosure, 72 F.R. 70988-71005 (12/13/07). DOL Proposed Regulation on Provision of Investment Advice and DOL Proposed Class Exemption for Provision of Investment Advice, Prop. DOL Reg. Sec. 2550.404a-5 and 2550.404c-1, 73 F.R. 43039 and 43043 (7/23/08). Proposed Amendment to H.R. 3361, proposed Pension Protection Act Defined Benefit Funding Relief provisions (S.Baucus 11/20/08). Request to the Treasury Department and IRS on the application of the backloading accrual rules to hybrid pension plan conversions. IRS Revenue Ruling 2008-07, "Guidance on Backloading Rules". IRS Revenue Ruling 2008-45, "Transfer of Pension Plan Sponsorship".
401(k) Fair Disclosure for Retirement Security Act of 2007
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 1010, Retirement Security for Life Act of 2007. S. 1141, Automatic IRA Act of 2007. S. 1288, Womens Retirement Security Act of 2007. S. 1725, "Restoring Pension Promises to Workers Act". S. 1974, "Pension Protection Technical Corrections Act of 2007". S. 2473, "Defined Contribution Fee Disclosure Act of 2007". S. 3278, "No Participant Loans from a Debit Card". H.R. 2167, Automatic IRA Act of 2007 (H.R. 2167, S. 1141). H.R. 2205, Retirement Security for Life Act of 2007. H.R. 2683, "Pension Security Act of 2007". H.R. 3185, "401(k) Fair Disclosure for Retirement Security Act of 2007". Rep Andrews Amendement to H.R. 3185, "The Fair Disclosure for Retirement Security Act" (4/15/08). H.R. 3361, "Pension Protection Technical Corrections Act of 2007". H.R. 3765, "The Defined Contribution Fee Transparency Act of 2007". H.R. 3868, Bill to delay the PPA defined benefit funding rules for one year. H.R. 5160, "Small Business Add Vaue for Employees Act of 2008". H.R. 6143, "The Pension Protection Act ERISA Amendments of 2008". H.R. 6382, "Pension Protection Technical Corrections Act of 2008". H.R. 6708, "No Participant Loans from a Debit Card". H.R. 7327, "The worker, Retiree and Employer Recovery Act of 2008". DOL Final Regulations and Revisions to the 2007 Form 5500 Annual Return/Report, 72 F.R. 64710-64730 (11/16/07). DOL Final Rule and Regulation (Section 2550.404-4) on Safest Available Annuity 73 F.R. 58447-58540 (10/7/08). DOL Proposed Rule, Reasonable Contracts or Arrangements under Section 408(b)(2) - Fee Disclosure, 72 F.R. 70988-71005 (12/13/07). DOL Proposed Regulation on Provision of Investment Advice and DOL Proposed Class Exemption for Provision of Investment Advice, Prop. DOL Reg. Sec. 2550.404a-5 and 2550.404c-1, 73 F.R. 43039 and 43043 (7/23/08). Proposed Amendment to H.R. 3361, proposed Pension Protection Act Defined Benefit Funding Relief provisions (S.Baucus 11/20/08). Request to the Treasury Department and IRS on the application of the backloading accrual rules to hybrid pension plan conversions. IRS Revenue Ruling 2008-07, "Guidance on Backloading Rules". IRS Revenue Ruling 2008-45, "Transfer of Pension Plan Sponsorship".
401(k) Fair Disclosure for Retirement Security Act of 2007
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 1010, Retirement Security for Life Act of 2007. S. 1141, Automatic IRA Act of 2007. S. 1288, Womens Retirement Security Act of 2007. S. 1725, "Restoring Pension Promises to Workers Act". S. 1974, "Pension Protection Technical Corrections Act of 2007". S. 2473, "Defined Contribution Fee Disclosure Act of 2007". S. 3278, "No Participant Loans from a Debit Card". H.R. 2167, Automatic IRA Act of 2007 (H.R. 2167, S. 1141). H.R. 2205, Retirement Security for Life Act of 2007. H.R. 2683, "Pension Security Act of 2007". H.R. 3185, "401(k) Fair Disclosure for Retirement Security Act of 2007". Rep Andrews Amendement to H.R. 3185, "The Fair Disclosure for Retirement Security Act" (4/15/08). H.R. 3361, "Pension Protection Technical Corrections Act of 2007". H.R. 3765, "The Defined Contribution Fee Transparency Act of 2007". H.R. 3868, Bill to delay the PPA defined benefit funding rules for one year. H.R. 5160, "Small Business Add Vaue for Employees Act of 2008". H.R. 6143, "The Pension Protection Act ERISA Amendments of 2008". H.R. 6382, "Pension Protection Technical Corrections Act of 2008". H.R. 6708, "No Participant Loans from a Debit Card". DOL Final Regulations and Revisions to the 2007 Form 5500 Annual Return/Report, 72 F.R. 64710-64730 (11/16/07). DOL Final Rule and Regulation (Section 2550.404-4) on Safest Available Annuity 73 F.R. 58447-58540 (10/7/08). DOL Proposed Rule, Reasonable Contracts or Arrangements under Section 408(b)(2) - Fee Disclosure, 72 F.R. 70988-71005 (12/13/07). DOL Proposed Regulation on Provision of Investment Advice and DOL Proposed Class Exemption for Provision of Investment Advice, Prop. DOL Reg. Sec. 2550.404a-5 and 2550.404c-1, 73 F.R. 43039 and 43043 (7/23/08). Request to the Treasury Department and IRS on the application of the backloading accrual rules to hybrid pension plan conversions. IRS Revenue Ruling 2008-07, "Guidance on Backloading Rules". IRS Revenue Ruling 2008-45, "Transfer of Pension Plan Sponsorship".
Pension Protection Technical Corrections Act of 2008
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 1010, Retirement Security for Life Act of 2007. S. 1141, Automatic IRA Act of 2007. S. 1288, Womens Retirement Security Act of 2007. S. 1725, "Restoring Pension Promises to Workers Act". S. 1974, "Pension Protection Technical Corrections Act of 2007". S. 2473, "Defined Contribution Fee Disclosure Act of 2007". S. 3278, "No Participant Loans from a Debit Card". H.R. 2167, Automatic IRA Act of 2007 (H.R. 2167, S. 1141). H.R. 2205, Retirement Security for Life Act of 2007. H.R. 2683, "Pension Security Act of 2007". H.R. 3185, "401(k) Fair Disclosure for Retirement Security Act of 2007". Rep Andrews Amendement to H.R. 3185, "The Fair Disclosure for Retirement Security Act" (4/15/08). H.R. 3361, "Pension Protection Technical Corrections Act of 2007". H.R. 3765, "The Defined Contribution Fee Transparency Act of 2007". H.R. 3868, Bill to delay the PPA defined benefit funding rules for one year. H.R. 5160, "Small Business Add Vaue for Employees Act of 2008". H.R. 6143, "The Pension Protection Act ERISA Amendments of 2008". H.R. 6382, "Pension Protection Technical Corrections Act of 2008". H.R. 6708, "No Participant Loans from a Debit Card". DOL Final Regulations and Revisions to the 2007 Form 5500 Annual Return/Report, 72 F.R. 64710-64730 (11/16/07). DOL Final Rule and Regulation (Section 2550.404-4) on Safest Available Annuity 73 F.R. 58447-58540 (10/7/08). DOL Proposed Rule, Reasonable Contracts or Arrangements under Section 408(b)(2) - Fee Disclosure, 72 F.R. 70988-71005 (12/13/07). DOL Proposed Regulation on Provision of Investment Advice and DOL Proposed Class Exemption for Provision of Investment Advice, Prop. DOL Reg. Sec. 2550.404a-5 and 2550.404c-1, 73 F.R. 43039 and 43043 (7/23/08). Request to the Treasury Department and IRS on the application of the backloading accrual rules to hybrid pension plan conversions. IRS Revenue Ruling 2008-07, "Guidance on Backloading Rules". IRS Revenue Ruling 2008-45, "Transfer of Pension Plan Sponsorship".
Pension Protection Technical Corrections Act of 2008
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 1010, Retirement Security for Life Act of 2007. S. 1141, Automatic IRA Act of 2007. S. 1288, Womens Retirement Security Act of 2007. S. 1725, "Restoring Pension Promises to Workers Act". S. 1974, "Pension Protection Technical Corrections Act of 2007". S. 2473, "Defined Contribution Fee Disclosure Act of 2007". S. 3278, "No Participant Loans from a Debit Card". H.R. 2167, Automatic IRA Act of 2007 (H.R. 2167, S. 1141). H.R. 2205, Retirement Security for Life Act of 2007. H.R. 2683, "Pension Security Act of 2007". H.R. 3185, "401(k) Fair Disclosure for Retirement Security Act of 2007". Rep Andrews Amendement to H.R. 3185, "The Fair Disclosure for Retirement Security Act" (4/15/08). H.R. 3361, "Pension Protection Technical Corrections Act of 2007". H.R. 3765, "The Defined Contribution Fee Transparency Act of 2007". H.R. 3868, Bill to delay the PPA defined benefit funding rules for one year. H.R. 5160, "Small Business Add Vaue for Employees Act of 2008". H.R. 6143, "The Pension Protection Act ERISA Amendments of 2008". H.R. 6382, "Pension Protection Technical Corrections Act of 2008". H.R. 6708, "No Participant Loans from a Debit Card". H.R. 7327, "The worker, Retiree and Employer Recovery Act of 2008". DOL Final Regulations and Revisions to the 2007 Form 5500 Annual Return/Report, 72 F.R. 64710-64730 (11/16/07). DOL Final Rule and Regulation (Section 2550.404-4) on Safest Available Annuity 73 F.R. 58447-58540 (10/7/08). DOL Proposed Rule, Reasonable Contracts or Arrangements under Section 408(b)(2) - Fee Disclosure, 72 F.R. 70988-71005 (12/13/07). DOL Proposed Regulation on Provision of Investment Advice and DOL Proposed Class Exemption for Provision of Investment Advice, Prop. DOL Reg. Sec. 2550.404a-5 and 2550.404c-1, 73 F.R. 43039 and 43043 (7/23/08). Proposed Amendment to H.R. 3361, proposed Pension Protection Act Defined Benefit Funding Relief provisions (S.Baucus 11/20/08). Request to the Treasury Department and IRS on the application of the backloading accrual rules to hybrid pension plan conversions. IRS Revenue Ruling 2008-07, "Guidance on Backloading Rules". IRS Revenue Ruling 2008-45, "Transfer of Pension Plan Sponsorship".
Defined Contribution Plan Fee Transparency Act of 2007
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 1010, Retirement Security for Life Act of 2007. S. 1141, Automatic IRA Act of 2007. S. 1288, Womens Retirement Security Act of 2007. S. 1725, "Restoring Pension Promises to Workers Act". S. 1974, "Pension Protection Technical Corrections Act of 2007". S. 2473, "Defined Contribution Fee Disclosure Act of 2007". S. 3278, "No Participant Loans from a Debit Card". H.R. 2167, Automatic IRA Act of 2007 (H.R. 2167, S. 1141). H.R. 2205, Retirement Security for Life Act of 2007. H.R. 2683, "Pension Security Act of 2007". H.R. 3185, "401(k) Fair Disclosure for Retirement Security Act of 2007". Rep Andrews Amendement to H.R. 3185, "The Fair Disclosure for Retirement Security Act" (4/15/08). H.R. 3361, "Pension Protection Technical Corrections Act of 2007". H.R. 3765, "The Defined Contribution Fee Transparency Act of 2007". H.R. 3868, Bill to delay the PPA defined benefit funding rules for one year. H.R. 5160, "Small Business Add Vaue for Employees Act of 2008". H.R. 6143, "The Pension Protection Act ERISA Amendments of 2008". H.R. 6382, "Pension Protection Technical Corrections Act of 2008". H.R. 6708, "No Participant Loans from a Debit Card". DOL Final Regulations and Revisions to the 2007 Form 5500 Annual Return/Report, 72 F.R. 64710-64730 (11/16/07). DOL Final Rule and Regulation (Section 2550.404-4) on Safest Available Annuity 73 F.R. 58447-58540 (10/7/08). DOL Proposed Rule, Reasonable Contracts or Arrangements under Section 408(b)(2) - Fee Disclosure, 72 F.R. 70988-71005 (12/13/07). DOL Proposed Regulation on Provision of Investment Advice and DOL Proposed Class Exemption for Provision of Investment Advice, Prop. DOL Reg. Sec. 2550.404a-5 and 2550.404c-1, 73 F.R. 43039 and 43043 (7/23/08). Request to the Treasury Department and IRS on the application of the backloading accrual rules to hybrid pension plan conversions. IRS Revenue Ruling 2008-07, "Guidance on Backloading Rules". IRS Revenue Ruling 2008-45, "Transfer of Pension Plan Sponsorship".
Defined Contribution Plan Fee Transparency Act of 2007
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 1010, Retirement Security for Life Act of 2007. S. 1141, Automatic IRA Act of 2007. S. 1288, Womens Retirement Security Act of 2007. S. 1725, "Restoring Pension Promises to Workers Act". S. 1974, "Pension Protection Technical Corrections Act of 2007". S. 2473, "Defined Contribution Fee Disclosure Act of 2007". S. 3278, "No Participant Loans from a Debit Card". H.R. 2167, Automatic IRA Act of 2007 (H.R. 2167, S. 1141). H.R. 2205, Retirement Security for Life Act of 2007. H.R. 2683, "Pension Security Act of 2007". H.R. 3185, "401(k) Fair Disclosure for Retirement Security Act of 2007". Rep Andrews Amendement to H.R. 3185, "The Fair Disclosure for Retirement Security Act" (4/15/08). H.R. 3361, "Pension Protection Technical Corrections Act of 2007". H.R. 3765, "The Defined Contribution Fee Transparency Act of 2007". H.R. 3868, Bill to delay the PPA defined benefit funding rules for one year. H.R. 5160, "Small Business Add Vaue for Employees Act of 2008". H.R. 6143, "The Pension Protection Act ERISA Amendments of 2008". H.R. 6382, "Pension Protection Technical Corrections Act of 2008". H.R. 6708, "No Participant Loans from a Debit Card". H.R. 7327, "The worker, Retiree and Employer Recovery Act of 2008". DOL Final Regulations and Revisions to the 2007 Form 5500 Annual Return/Report, 72 F.R. 64710-64730 (11/16/07). DOL Final Rule and Regulation (Section 2550.404-4) on Safest Available Annuity 73 F.R. 58447-58540 (10/7/08). DOL Proposed Rule, Reasonable Contracts or Arrangements under Section 408(b)(2) - Fee Disclosure, 72 F.R. 70988-71005 (12/13/07). DOL Proposed Regulation on Provision of Investment Advice and DOL Proposed Class Exemption for Provision of Investment Advice, Prop. DOL Reg. Sec. 2550.404a-5 and 2550.404c-1, 73 F.R. 43039 and 43043 (7/23/08). Proposed Amendment to H.R. 3361, proposed Pension Protection Act Defined Benefit Funding Relief provisions (S.Baucus 11/20/08). Request to the Treasury Department and IRS on the application of the backloading accrual rules to hybrid pension plan conversions. IRS Revenue Ruling 2008-07, "Guidance on Backloading Rules". IRS Revenue Ruling 2008-45, "Transfer of Pension Plan Sponsorship".
To provide an orderly transition to new requirements, and for other purposes.
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 1010, Retirement Security for Life Act of 2007. S. 1141, Automatic IRA Act of 2007. S. 1288, Womens Retirement Security Act of 2007. S. 1725, "Restoring Pension Promises to Workers Act". S. 1974, "Pension Protection Technical Corrections Act of 2007". S. 2473, "Defined Contribution Fee Disclosure Act of 2007". S. 3278, "No Participant Loans from a Debit Card". H.R. 2167, Automatic IRA Act of 2007 (H.R. 2167, S. 1141). H.R. 2205, Retirement Security for Life Act of 2007. H.R. 2683, "Pension Security Act of 2007". H.R. 3185, "401(k) Fair Disclosure for Retirement Security Act of 2007". Rep Andrews Amendement to H.R. 3185, "The Fair Disclosure for Retirement Security Act" (4/15/08). H.R. 3361, "Pension Protection Technical Corrections Act of 2007". H.R. 3765, "The Defined Contribution Fee Transparency Act of 2007". H.R. 3868, Bill to delay the PPA defined benefit funding rules for one year. H.R. 5160, "Small Business Add Vaue for Employees Act of 2008". H.R. 6143, "The Pension Protection Act ERISA Amendments of 2008". H.R. 6382, "Pension Protection Technical Corrections Act of 2008". H.R. 6708, "No Participant Loans from a Debit Card". DOL Final Regulations and Revisions to the 2007 Form 5500 Annual Return/Report, 72 F.R. 64710-64730 (11/16/07). DOL Final Rule and Regulation (Section 2550.404-4) on Safest Available Annuity 73 F.R. 58447-58540 (10/7/08). DOL Proposed Rule, Reasonable Contracts or Arrangements under Section 408(b)(2) - Fee Disclosure, 72 F.R. 70988-71005 (12/13/07). DOL Proposed Regulation on Provision of Investment Advice and DOL Proposed Class Exemption for Provision of Investment Advice, Prop. DOL Reg. Sec. 2550.404a-5 and 2550.404c-1, 73 F.R. 43039 and 43043 (7/23/08). Request to the Treasury Department and IRS on the application of the backloading accrual rules to hybrid pension plan conversions. IRS Revenue Ruling 2008-07, "Guidance on Backloading Rules". IRS Revenue Ruling 2008-45, "Transfer of Pension Plan Sponsorship".
To provide an orderly transition to new requirements, and for other purposes.
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 1010, Retirement Security for Life Act of 2007. S. 1141, Automatic IRA Act of 2007. S. 1288, Womens Retirement Security Act of 2007. S. 1725, "Restoring Pension Promises to Workers Act". S. 1974, "Pension Protection Technical Corrections Act of 2007". S. 2473, "Defined Contribution Fee Disclosure Act of 2007". S. 3278, "No Participant Loans from a Debit Card". H.R. 2167, Automatic IRA Act of 2007 (H.R. 2167, S. 1141). H.R. 2205, Retirement Security for Life Act of 2007. H.R. 2683, "Pension Security Act of 2007". H.R. 3185, "401(k) Fair Disclosure for Retirement Security Act of 2007". Rep Andrews Amendement to H.R. 3185, "The Fair Disclosure for Retirement Security Act" (4/15/08). H.R. 3361, "Pension Protection Technical Corrections Act of 2007". H.R. 3765, "The Defined Contribution Fee Transparency Act of 2007". H.R. 3868, Bill to delay the PPA defined benefit funding rules for one year. H.R. 5160, "Small Business Add Vaue for Employees Act of 2008". H.R. 6143, "The Pension Protection Act ERISA Amendments of 2008". H.R. 6382, "Pension Protection Technical Corrections Act of 2008". H.R. 6708, "No Participant Loans from a Debit Card". H.R. 7327, "The worker, Retiree and Employer Recovery Act of 2008". DOL Final Regulations and Revisions to the 2007 Form 5500 Annual Return/Report, 72 F.R. 64710-64730 (11/16/07). DOL Final Rule and Regulation (Section 2550.404-4) on Safest Available Annuity 73 F.R. 58447-58540 (10/7/08). DOL Proposed Rule, Reasonable Contracts or Arrangements under Section 408(b)(2) - Fee Disclosure, 72 F.R. 70988-71005 (12/13/07). DOL Proposed Regulation on Provision of Investment Advice and DOL Proposed Class Exemption for Provision of Investment Advice, Prop. DOL Reg. Sec. 2550.404a-5 and 2550.404c-1, 73 F.R. 43039 and 43043 (7/23/08). Proposed Amendment to H.R. 3361, proposed Pension Protection Act Defined Benefit Funding Relief provisions (S.Baucus 11/20/08). Request to the Treasury Department and IRS on the application of the backloading accrual rules to hybrid pension plan conversions. IRS Revenue Ruling 2008-07, "Guidance on Backloading Rules". IRS Revenue Ruling 2008-45, "Transfer of Pension Plan Sponsorship".
Small Businesses Add Value for Employees Act of 2008
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 1010, Retirement Security for Life Act of 2007. S. 1141, Automatic IRA Act of 2007. S. 1288, Womens Retirement Security Act of 2007. S. 1725, "Restoring Pension Promises to Workers Act". S. 1974, "Pension Protection Technical Corrections Act of 2007". S. 2473, "Defined Contribution Fee Disclosure Act of 2007". S. 3278, "No Participant Loans from a Debit Card". H.R. 2167, Automatic IRA Act of 2007 (H.R. 2167, S. 1141). H.R. 2205, Retirement Security for Life Act of 2007. H.R. 2683, "Pension Security Act of 2007". H.R. 3185, "401(k) Fair Disclosure for Retirement Security Act of 2007". Rep Andrews Amendement to H.R. 3185, "The Fair Disclosure for Retirement Security Act" (4/15/08). H.R. 3361, "Pension Protection Technical Corrections Act of 2007". H.R. 3765, "The Defined Contribution Fee Transparency Act of 2007". H.R. 3868, Bill to delay the PPA defined benefit funding rules for one year. H.R. 5160, "Small Business Add Vaue for Employees Act of 2008". H.R. 6143, "The Pension Protection Act ERISA Amendments of 2008". H.R. 6382, "Pension Protection Technical Corrections Act of 2008". H.R. 6708, "No Participant Loans from a Debit Card". DOL Final Regulations and Revisions to the 2007 Form 5500 Annual Return/Report, 72 F.R. 64710-64730 (11/16/07). DOL Final Rule and Regulation (Section 2550.404-4) on Safest Available Annuity 73 F.R. 58447-58540 (10/7/08). DOL Proposed Rule, Reasonable Contracts or Arrangements under Section 408(b)(2) - Fee Disclosure, 72 F.R. 70988-71005 (12/13/07). DOL Proposed Regulation on Provision of Investment Advice and DOL Proposed Class Exemption for Provision of Investment Advice, Prop. DOL Reg. Sec. 2550.404a-5 and 2550.404c-1, 73 F.R. 43039 and 43043 (7/23/08). Request to the Treasury Department and IRS on the application of the backloading accrual rules to hybrid pension plan conversions. IRS Revenue Ruling 2008-07, "Guidance on Backloading Rules". IRS Revenue Ruling 2008-45, "Transfer of Pension Plan Sponsorship".
Small Businesses Add Value for Employees Act of 2008
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 1010, Retirement Security for Life Act of 2007. S. 1141, Automatic IRA Act of 2007. S. 1288, Womens Retirement Security Act of 2007. S. 1725, "Restoring Pension Promises to Workers Act". S. 1974, "Pension Protection Technical Corrections Act of 2007". S. 2473, "Defined Contribution Fee Disclosure Act of 2007". S. 3278, "No Participant Loans from a Debit Card". H.R. 2167, Automatic IRA Act of 2007 (H.R. 2167, S. 1141). H.R. 2205, Retirement Security for Life Act of 2007. H.R. 2683, "Pension Security Act of 2007". H.R. 3185, "401(k) Fair Disclosure for Retirement Security Act of 2007". Rep Andrews Amendement to H.R. 3185, "The Fair Disclosure for Retirement Security Act" (4/15/08). H.R. 3361, "Pension Protection Technical Corrections Act of 2007". H.R. 3765, "The Defined Contribution Fee Transparency Act of 2007". H.R. 3868, Bill to delay the PPA defined benefit funding rules for one year. H.R. 5160, "Small Business Add Vaue for Employees Act of 2008". H.R. 6143, "The Pension Protection Act ERISA Amendments of 2008". H.R. 6382, "Pension Protection Technical Corrections Act of 2008". H.R. 6708, "No Participant Loans from a Debit Card". H.R. 7327, "The worker, Retiree and Employer Recovery Act of 2008". DOL Final Regulations and Revisions to the 2007 Form 5500 Annual Return/Report, 72 F.R. 64710-64730 (11/16/07). DOL Final Rule and Regulation (Section 2550.404-4) on Safest Available Annuity 73 F.R. 58447-58540 (10/7/08). DOL Proposed Rule, Reasonable Contracts or Arrangements under Section 408(b)(2) - Fee Disclosure, 72 F.R. 70988-71005 (12/13/07). DOL Proposed Regulation on Provision of Investment Advice and DOL Proposed Class Exemption for Provision of Investment Advice, Prop. DOL Reg. Sec. 2550.404a-5 and 2550.404c-1, 73 F.R. 43039 and 43043 (7/23/08). Proposed Amendment to H.R. 3361, proposed Pension Protection Act Defined Benefit Funding Relief provisions (S.Baucus 11/20/08). Request to the Treasury Department and IRS on the application of the backloading accrual rules to hybrid pension plan conversions. IRS Revenue Ruling 2008-07, "Guidance on Backloading Rules". IRS Revenue Ruling 2008-45, "Transfer of Pension Plan Sponsorship".
Pension Protection Act ERISA Amendments of 2008
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 1010, Retirement Security for Life Act of 2007. S. 1141, Automatic IRA Act of 2007. S. 1288, Womens Retirement Security Act of 2007. S. 1725, "Restoring Pension Promises to Workers Act". S. 1974, "Pension Protection Technical Corrections Act of 2007". S. 2473, "Defined Contribution Fee Disclosure Act of 2007". S. 3278, "No Participant Loans from a Debit Card". H.R. 2167, Automatic IRA Act of 2007 (H.R. 2167, S. 1141). H.R. 2205, Retirement Security for Life Act of 2007. H.R. 2683, "Pension Security Act of 2007". H.R. 3185, "401(k) Fair Disclosure for Retirement Security Act of 2007". Rep Andrews Amendement to H.R. 3185, "The Fair Disclosure for Retirement Security Act" (4/15/08). H.R. 3361, "Pension Protection Technical Corrections Act of 2007". H.R. 3765, "The Defined Contribution Fee Transparency Act of 2007". H.R. 3868, Bill to delay the PPA defined benefit funding rules for one year. H.R. 5160, "Small Business Add Vaue for Employees Act of 2008". H.R. 6143, "The Pension Protection Act ERISA Amendments of 2008". H.R. 6382, "Pension Protection Technical Corrections Act of 2008". H.R. 6708, "No Participant Loans from a Debit Card". H.R. 7327, "The worker, Retiree and Employer Recovery Act of 2008". DOL Final Regulations and Revisions to the 2007 Form 5500 Annual Return/Report, 72 F.R. 64710-64730 (11/16/07). DOL Final Rule and Regulation (Section 2550.404-4) on Safest Available Annuity 73 F.R. 58447-58540 (10/7/08). DOL Proposed Rule, Reasonable Contracts or Arrangements under Section 408(b)(2) - Fee Disclosure, 72 F.R. 70988-71005 (12/13/07). DOL Proposed Regulation on Provision of Investment Advice and DOL Proposed Class Exemption for Provision of Investment Advice, Prop. DOL Reg. Sec. 2550.404a-5 and 2550.404c-1, 73 F.R. 43039 and 43043 (7/23/08). Proposed Amendment to H.R. 3361, proposed Pension Protection Act Defined Benefit Funding Relief provisions (S.Baucus 11/20/08). Request to the Treasury Department and IRS on the application of the backloading accrual rules to hybrid pension plan conversions. IRS Revenue Ruling 2008-07, "Guidance on Backloading Rules". IRS Revenue Ruling 2008-45, "Transfer of Pension Plan Sponsorship".
Pension Protection Act ERISA Amendments of 2008
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 1010, Retirement Security for Life Act of 2007. S. 1141, Automatic IRA Act of 2007. S. 1288, Womens Retirement Security Act of 2007. S. 1725, "Restoring Pension Promises to Workers Act". S. 1974, "Pension Protection Technical Corrections Act of 2007". S. 2473, "Defined Contribution Fee Disclosure Act of 2007". S. 3278, "No Participant Loans from a Debit Card". H.R. 2167, Automatic IRA Act of 2007 (H.R. 2167, S. 1141). H.R. 2205, Retirement Security for Life Act of 2007. H.R. 2683, "Pension Security Act of 2007". H.R. 3185, "401(k) Fair Disclosure for Retirement Security Act of 2007". Rep Andrews Amendement to H.R. 3185, "The Fair Disclosure for Retirement Security Act" (4/15/08). H.R. 3361, "Pension Protection Technical Corrections Act of 2007". H.R. 3765, "The Defined Contribution Fee Transparency Act of 2007". H.R. 3868, Bill to delay the PPA defined benefit funding rules for one year. H.R. 5160, "Small Business Add Vaue for Employees Act of 2008". H.R. 6143, "The Pension Protection Act ERISA Amendments of 2008". H.R. 6382, "Pension Protection Technical Corrections Act of 2008". H.R. 6708, "No Participant Loans from a Debit Card". DOL Final Regulations and Revisions to the 2007 Form 5500 Annual Return/Report, 72 F.R. 64710-64730 (11/16/07). DOL Final Rule and Regulation (Section 2550.404-4) on Safest Available Annuity 73 F.R. 58447-58540 (10/7/08). DOL Proposed Rule, Reasonable Contracts or Arrangements under Section 408(b)(2) - Fee Disclosure, 72 F.R. 70988-71005 (12/13/07). DOL Proposed Regulation on Provision of Investment Advice and DOL Proposed Class Exemption for Provision of Investment Advice, Prop. DOL Reg. Sec. 2550.404a-5 and 2550.404c-1, 73 F.R. 43039 and 43043 (7/23/08). Request to the Treasury Department and IRS on the application of the backloading accrual rules to hybrid pension plan conversions. IRS Revenue Ruling 2008-07, "Guidance on Backloading Rules". IRS Revenue Ruling 2008-45, "Transfer of Pension Plan Sponsorship".
Pension Protection Technical Corrections Act of 2008
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 1010, Retirement Security for Life Act of 2007. S. 1141, Automatic IRA Act of 2007. S. 1288, Womens Retirement Security Act of 2007. S. 1725, "Restoring Pension Promises to Workers Act". S. 1974, "Pension Protection Technical Corrections Act of 2007". S. 2473, "Defined Contribution Fee Disclosure Act of 2007". S. 3278, "No Participant Loans from a Debit Card". H.R. 2167, Automatic IRA Act of 2007 (H.R. 2167, S. 1141). H.R. 2205, Retirement Security for Life Act of 2007. H.R. 2683, "Pension Security Act of 2007". H.R. 3185, "401(k) Fair Disclosure for Retirement Security Act of 2007". Rep Andrews Amendement to H.R. 3185, "The Fair Disclosure for Retirement Security Act" (4/15/08). H.R. 3361, "Pension Protection Technical Corrections Act of 2007". H.R. 3765, "The Defined Contribution Fee Transparency Act of 2007". H.R. 3868, Bill to delay the PPA defined benefit funding rules for one year. H.R. 5160, "Small Business Add Vaue for Employees Act of 2008". H.R. 6143, "The Pension Protection Act ERISA Amendments of 2008". H.R. 6382, "Pension Protection Technical Corrections Act of 2008". H.R. 6708, "No Participant Loans from a Debit Card". H.R. 7327, "The worker, Retiree and Employer Recovery Act of 2008". DOL Final Regulations and Revisions to the 2007 Form 5500 Annual Return/Report, 72 F.R. 64710-64730 (11/16/07). DOL Final Rule and Regulation (Section 2550.404-4) on Safest Available Annuity 73 F.R. 58447-58540 (10/7/08). DOL Proposed Rule, Reasonable Contracts or Arrangements under Section 408(b)(2) - Fee Disclosure, 72 F.R. 70988-71005 (12/13/07). DOL Proposed Regulation on Provision of Investment Advice and DOL Proposed Class Exemption for Provision of Investment Advice, Prop. DOL Reg. Sec. 2550.404a-5 and 2550.404c-1, 73 F.R. 43039 and 43043 (7/23/08). Proposed Amendment to H.R. 3361, proposed Pension Protection Act Defined Benefit Funding Relief provisions (S.Baucus 11/20/08). Request to the Treasury Department and IRS on the application of the backloading accrual rules to hybrid pension plan conversions. IRS Revenue Ruling 2008-07, "Guidance on Backloading Rules". IRS Revenue Ruling 2008-45, "Transfer of Pension Plan Sponsorship".
Pension Protection Technical Corrections Act of 2008
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 1010, Retirement Security for Life Act of 2007. S. 1141, Automatic IRA Act of 2007. S. 1288, Womens Retirement Security Act of 2007. S. 1725, "Restoring Pension Promises to Workers Act". S. 1974, "Pension Protection Technical Corrections Act of 2007". S. 2473, "Defined Contribution Fee Disclosure Act of 2007". S. 3278, "No Participant Loans from a Debit Card". H.R. 2167, Automatic IRA Act of 2007 (H.R. 2167, S. 1141). H.R. 2205, Retirement Security for Life Act of 2007. H.R. 2683, "Pension Security Act of 2007". H.R. 3185, "401(k) Fair Disclosure for Retirement Security Act of 2007". Rep Andrews Amendement to H.R. 3185, "The Fair Disclosure for Retirement Security Act" (4/15/08). H.R. 3361, "Pension Protection Technical Corrections Act of 2007". H.R. 3765, "The Defined Contribution Fee Transparency Act of 2007". H.R. 3868, Bill to delay the PPA defined benefit funding rules for one year. H.R. 5160, "Small Business Add Vaue for Employees Act of 2008". H.R. 6143, "The Pension Protection Act ERISA Amendments of 2008". H.R. 6382, "Pension Protection Technical Corrections Act of 2008". H.R. 6708, "No Participant Loans from a Debit Card". DOL Final Regulations and Revisions to the 2007 Form 5500 Annual Return/Report, 72 F.R. 64710-64730 (11/16/07). DOL Final Rule and Regulation (Section 2550.404-4) on Safest Available Annuity 73 F.R. 58447-58540 (10/7/08). DOL Proposed Rule, Reasonable Contracts or Arrangements under Section 408(b)(2) - Fee Disclosure, 72 F.R. 70988-71005 (12/13/07). DOL Proposed Regulation on Provision of Investment Advice and DOL Proposed Class Exemption for Provision of Investment Advice, Prop. DOL Reg. Sec. 2550.404a-5 and 2550.404c-1, 73 F.R. 43039 and 43043 (7/23/08). Request to the Treasury Department and IRS on the application of the backloading accrual rules to hybrid pension plan conversions. IRS Revenue Ruling 2008-07, "Guidance on Backloading Rules". IRS Revenue Ruling 2008-45, "Transfer of Pension Plan Sponsorship".
To amend the Internal Revenue Code of 1986 to provide that no loan may be made from a qualified employer plan using revolving credit arrangements and to limit the number of loans that may be made from a qualified employer plan to a participant or beneficiary.
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 1010, Retirement Security for Life Act of 2007. S. 1141, Automatic IRA Act of 2007. S. 1288, Womens Retirement Security Act of 2007. S. 1725, "Restoring Pension Promises to Workers Act". S. 1974, "Pension Protection Technical Corrections Act of 2007". S. 2473, "Defined Contribution Fee Disclosure Act of 2007". S. 3278, "No Participant Loans from a Debit Card". H.R. 2167, Automatic IRA Act of 2007 (H.R. 2167, S. 1141). H.R. 2205, Retirement Security for Life Act of 2007. H.R. 2683, "Pension Security Act of 2007". H.R. 3185, "401(k) Fair Disclosure for Retirement Security Act of 2007". Rep Andrews Amendement to H.R. 3185, "The Fair Disclosure for Retirement Security Act" (4/15/08). H.R. 3361, "Pension Protection Technical Corrections Act of 2007". H.R. 3765, "The Defined Contribution Fee Transparency Act of 2007". H.R. 3868, Bill to delay the PPA defined benefit funding rules for one year. H.R. 5160, "Small Business Add Vaue for Employees Act of 2008". H.R. 6143, "The Pension Protection Act ERISA Amendments of 2008". H.R. 6382, "Pension Protection Technical Corrections Act of 2008". H.R. 6708, "No Participant Loans from a Debit Card". H.R. 7327, "The worker, Retiree and Employer Recovery Act of 2008". DOL Final Regulations and Revisions to the 2007 Form 5500 Annual Return/Report, 72 F.R. 64710-64730 (11/16/07). DOL Final Rule and Regulation (Section 2550.404-4) on Safest Available Annuity 73 F.R. 58447-58540 (10/7/08). DOL Proposed Rule, Reasonable Contracts or Arrangements under Section 408(b)(2) - Fee Disclosure, 72 F.R. 70988-71005 (12/13/07). DOL Proposed Regulation on Provision of Investment Advice and DOL Proposed Class Exemption for Provision of Investment Advice, Prop. DOL Reg. Sec. 2550.404a-5 and 2550.404c-1, 73 F.R. 43039 and 43043 (7/23/08). Proposed Amendment to H.R. 3361, proposed Pension Protection Act Defined Benefit Funding Relief provisions (S.Baucus 11/20/08). Request to the Treasury Department and IRS on the application of the backloading accrual rules to hybrid pension plan conversions. IRS Revenue Ruling 2008-07, "Guidance on Backloading Rules". IRS Revenue Ruling 2008-45, "Transfer of Pension Plan Sponsorship".
To amend the Internal Revenue Code of 1986 to provide that no loan may be made from a qualified employer plan using revolving credit arrangements and to limit the number of loans that may be made from a qualified employer plan to a participant or beneficiary.
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 1010, Retirement Security for Life Act of 2007. S. 1141, Automatic IRA Act of 2007. S. 1288, Womens Retirement Security Act of 2007. S. 1725, "Restoring Pension Promises to Workers Act". S. 1974, "Pension Protection Technical Corrections Act of 2007". S. 2473, "Defined Contribution Fee Disclosure Act of 2007". S. 3278, "No Participant Loans from a Debit Card". H.R. 2167, Automatic IRA Act of 2007 (H.R. 2167, S. 1141). H.R. 2205, Retirement Security for Life Act of 2007. H.R. 2683, "Pension Security Act of 2007". H.R. 3185, "401(k) Fair Disclosure for Retirement Security Act of 2007". Rep Andrews Amendement to H.R. 3185, "The Fair Disclosure for Retirement Security Act" (4/15/08). H.R. 3361, "Pension Protection Technical Corrections Act of 2007". H.R. 3765, "The Defined Contribution Fee Transparency Act of 2007". H.R. 3868, Bill to delay the PPA defined benefit funding rules for one year. H.R. 5160, "Small Business Add Vaue for Employees Act of 2008". H.R. 6143, "The Pension Protection Act ERISA Amendments of 2008". H.R. 6382, "Pension Protection Technical Corrections Act of 2008". H.R. 6708, "No Participant Loans from a Debit Card". DOL Final Regulations and Revisions to the 2007 Form 5500 Annual Return/Report, 72 F.R. 64710-64730 (11/16/07). DOL Final Rule and Regulation (Section 2550.404-4) on Safest Available Annuity 73 F.R. 58447-58540 (10/7/08). DOL Proposed Rule, Reasonable Contracts or Arrangements under Section 408(b)(2) - Fee Disclosure, 72 F.R. 70988-71005 (12/13/07). DOL Proposed Regulation on Provision of Investment Advice and DOL Proposed Class Exemption for Provision of Investment Advice, Prop. DOL Reg. Sec. 2550.404a-5 and 2550.404c-1, 73 F.R. 43039 and 43043 (7/23/08). Request to the Treasury Department and IRS on the application of the backloading accrual rules to hybrid pension plan conversions. IRS Revenue Ruling 2008-07, "Guidance on Backloading Rules". IRS Revenue Ruling 2008-45, "Transfer of Pension Plan Sponsorship".
Worker, Retiree, and Employer Recovery Act of 2008
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
See Addendum S. 1010, Retirement Security for Life Act of 2007. S. 1141, Automatic IRA Act of 2007. S. 1288, Womens Retirement Security Act of 2007. S. 1725, "Restoring Pension Promises to Workers Act". S. 1974, "Pension Protection Technical Corrections Act of 2007". S. 2473, "Defined Contribution Fee Disclosure Act of 2007". S. 3278, "No Participant Loans from a Debit Card". H.R. 2167, Automatic IRA Act of 2007 (H.R. 2167, S. 1141). H.R. 2205, Retirement Security for Life Act of 2007. H.R. 2683, "Pension Security Act of 2007". H.R. 3185, "401(k) Fair Disclosure for Retirement Security Act of 2007". Rep Andrews Amendement to H.R. 3185, "The Fair Disclosure for Retirement Security Act" (4/15/08). H.R. 3361, "Pension Protection Technical Corrections Act of 2007". H.R. 3765, "The Defined Contribution Fee Transparency Act of 2007". H.R. 3868, Bill to delay the PPA defined benefit funding rules for one year. H.R. 5160, "Small Business Add Vaue for Employees Act of 2008". H.R. 6143, "The Pension Protection Act ERISA Amendments of 2008". H.R. 6382, "Pension Protection Technical Corrections Act of 2008". H.R. 6708, "No Participant Loans from a Debit Card". H.R. 7327, "The worker, Retiree and Employer Recovery Act of 2008". DOL Final Regulations and Revisions to the 2007 Form 5500 Annual Return/Report, 72 F.R. 64710-64730 (11/16/07). DOL Final Rule and Regulation (Section 2550.404-4) on Safest Available Annuity 73 F.R. 58447-58540 (10/7/08). DOL Proposed Rule, Reasonable Contracts or Arrangements under Section 408(b)(2) - Fee Disclosure, 72 F.R. 70988-71005 (12/13/07). DOL Proposed Regulation on Provision of Investment Advice and DOL Proposed Class Exemption for Provision of Investment Advice, Prop. DOL Reg. Sec. 2550.404a-5 and 2550.404c-1, 73 F.R. 43039 and 43043 (7/23/08). Proposed Amendment to H.R. 3361, proposed Pension Protection Act Defined Benefit Funding Relief provisions (S.Baucus 11/20/08). Request to the Treasury Department and IRS on the application of the backloading accrual rules to hybrid pension plan conversions. IRS Revenue Ruling 2008-07, "Guidance on Backloading Rules". IRS Revenue Ruling 2008-45, "Transfer of Pension Plan Sponsorship".
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY via MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
2010 · second_quarter · Q2
See Addemdum. S. 401, "Defined Contribution Fee Disclosure Act of 2009". S. 2832, "Lifetime Income Disclosure Act". S.____, a bill to be introduced by Senator Kohl, requiring target date fund managers to be ERISA fiduciaries as a condition of having the target date fund qualify as a qualified default investment option. H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". H.R. 3936, "Preserve Benefits and Jobs Act of 2009". H.R. 3962, "Preservation of Access to Care for Medicare Beneficiaries and Pension relief Act of 2010", provisions relating to defined benefits pension plan funding relief. (P.L. 111-192). H.R. 4126, "Retirement Fairness Act of 2009". H.R. 4213, "The Amerian Workers State & Business Relief Act", provisions related to defined benefit plan funding relief and 401(k) plan fee disclosure. H.R. 4742, "Small Businesses Add Value for Employees Act of 2009". H.R. 5297, "The Small Business Lending Fund Act", provisions allowing 401(k), 403(b) and 457(b), defined contribution plans to be rolled into a "Roth" (post-tax) account. H.R.____, a bill to allow employees not covered by qualified plans to save for retirement through automatic IRA arrangements (to be introduced by Representative Neal). Treasury Department Explanation of the Administration's FY-2010 Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2010 Revenue proposals, Department of Treasury (May 2009) "Greenbook" - No Bill Number.
S. 1153, "Tax Equity for Health Plan Beneficiaries Act". H.R. 2625, "Tax Equityfor Health Plan Beneficiaries Act". H.R. 4872, "Health Care & Education Reconciliationn Act of 2010" (P.L. No. 111-152).
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY via MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
2010 · first_quarter · Q1
See Addendum. S. 1153, "Tax Equity for Health Plan Beneficiaries Act". H.R. 2625, "Tax Equity for Heath Plan Beneficiaries Act". H.R. 3590, The "Patient Protection and Affordable Health Care Act". H.R. 4872, "The Reconciliation Act of 2010".
See Addendum. S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 401, "Defined Contribution Fee Disclosure Act of 2009". S. 2832, "Lifetime Income Disclosure Act". S.____, a bill to be introduced by Senator Kohl, requiring target date fund managers to be ERISA fiduciaries as a condition of having the target date fund qualify as a qualified default investment option. S.____, "Hiring Incentives to Restore Employment Act", Sections 701-703 - relating to defined benefit funding relief. H.R. 424, "Retirement Account Distribution Improvement Act of 2009". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 1988, "Conflicted Investment Advice Prohibition Act of 2009". H.R. 2021, "Savings Recovery Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". H.R. 3936, "Preserve Benefits and Jobs Act of 2009". H.R. 4126, "Retirement Fairness Act of 2009". H.R. 4213, "The American Workers State and Business Relief Act", Senate Substitute, ammendment related to defined benefit plan funding relief. H.R. 4742, "Small Businesses Add Value for Employees Act of 2009". Senate Committee on Aging: February 25, 2009, Hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number. Treasury Department Explanation of the Administration's FY-2011Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2011 Revenue proposals, Department of Treasury (February 2010) "Greenbook" - No Bill Number.
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY via MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
2009 · fourth_quarter · Q4
See Addendum S. 1153, "Tax Equity for Health Plan Beneficiaries Act". H.R. 2625, "Tax Equity for Heath Plan Beneficiaries Act". H.R. 3590, The "Patient Protection and Affordable Health Care Act". H.R. 3962, "The Affordable Health Care for Americans Act", Section 571, Parity in Health Benefits.
See Addendum S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 401, "Defined Contribution Fee Disclosure Act of 2009". S. 2832, "Lifetime Income Disclosure Act". S.____, a bill to be introduced by Senator Kohl, requiring target date fund managers to be ERISA fiduciaries as a condition of having the target date fund qualify as a qualified default investment option. H.R. 424, "Retirement Account Distribution Improvement Act of 2009". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 1988, "Conflicted Investment Advice Prohibition Act of 2009". H.R. 2021, "Savings Recovery Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". H.R. 3936, "Preserve Benefits and Jobs Act of 2009". H.R. 4126, "Retirement Fairness Act of 2009". Senate Committee on Aging: February 25, 2009, Hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number. Treasury Department Explanation of the Administration's FY-2010 Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2010 Revenue proposals, Department of Treasury (May 2009) "Greenbook" - No Bill Number.
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY via MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
2009 · third_quarter · Q3
Health Care Reform - No Bill Number See Addendum S. 1153, "Tax Equity for Health Plan Beneficiaries Act". S. 1679, "Affordable Health Choices Act", Subtitle H, - Class Act. H.R. 2625, "Tax Equity for Heath Plan Beneficiaries Act". H.R. 3200, "America's Affordable Health Choices Act of 2009".
See Addendum S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 401, "Defined Contribution Fee Disclosure Act of 2009". H.R. 424, "Retirement Account Distribution Improvement Act of 2009". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 1988, "Conflicted Investment Advice Prohibition Act of 2009". H.R. 2021, "Savings Recovery Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". H.R. ____, Discussion Draft, Bill from Rep. Earl Pomeroy on Defined Benefit Pension Plan Funding (August 25, 2009). Senate Committee on Aging: February 25, 2009, Hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number. Treasury Department Explanation of the Administration's FY-2010 Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2010 Revenue proposals, Department of Treasury (May 2009) "Greenbook" - No Bill Number.
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY via MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
2009 · second_quarter · Q2
Health Care Reform - No Bill Number
See Addendum S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 401, "Defined Contribution Fee Disclosure Act of 2009". H.R. 424, "Retirement Account Distribution Improvement Act of 2009". H.R. 1961, "Saving for American Families' Future Act of 2009". H.R. 1984, "401(k) Fair Disclosure for Retirement Security Act of 2009". H.R. 1988, "Conflicted Investment Advice Prohibition Act of 2009". H.R. 2021, "Savings Recovery Act of 2009". H.R. 2779, "Defined Contribution Fee Transparency Act of 2009". H.R. 2989, "401(k) Fair Disclosure & Pension Security Act of 2009". Senate Committee on Aging: February 25, 2009, Hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number. Treasury Department Explanation of the Administration's FY-2010 Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'. General Explanations of the Administrations FY-2010 Revenue proposals, Department of Treasury (May 2009) "Greenbook" - No Bill Number.
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY via MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
2009 · first_quarter · Q1
See Addendum S. 157, "Retirement Account Distribution Improvement Act of 2009". S. 181, "Lilly Ledbetter Fair Pay Act of 2009", implications for retirement plans (became P.L. 111-2). S. 401, "Defined Contribution Fee Disclosure Act of 2009". H.R. 424, "Retirement Account Distribution Improvement Act of 2009". Defined Benefit Pension Funding Relief - No Bill Number. Obama Administration proposal to expand savers credit and automatic enrollment in IRAs and 401(k) plans - No Bill Number. Rep. John Boehner (R-OH), "The Savings Recovery Act", provisions related to Defined Benefit Funding Relief - No Bill Number. Rep. Richard Neal (D-MA); a bill to improve 401(k) plan fee disclosures - No Bill Number. Senate Committee on Aging, February 25, 2009, hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number.
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY via MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
2008 · fourth_quarter · Q4
See Addendum S. 1010, Retirement Security for Life Act of 2007. S. 1141, Automatic IRA Act of 2007. S. 1288, Womens Retirement Security Act of 2007. S. 1725, "Restoring Pension Promises to Workers Act". S. 1974, "Pension Protection Technical Corrections Act of 2007". S. 2473, "Defined Contribution Fee Disclosure Act of 2007". S. 3278, "No Participant Loans from a Debit Card". H.R. 2167, Automatic IRA Act of 2007 (H.R. 2167, S. 1141). H.R. 2205, Retirement Security for Life Act of 2007. H.R. 2683, "Pension Security Act of 2007". H.R. 3185, "401(k) Fair Disclosure for Retirement Security Act of 2007". Rep Andrews Amendement to H.R. 3185, "The Fair Disclosure for Retirement Security Act" (4/15/08). H.R. 3361, "Pension Protection Technical Corrections Act of 2007". H.R. 3765, "The Defined Contribution Fee Transparency Act of 2007". H.R. 3868, Bill to delay the PPA defined benefit funding rules for one year. H.R. 5160, "Small Business Add Vaue for Employees Act of 2008". H.R. 6143, "The Pension Protection Act ERISA Amendments of 2008". H.R. 6382, "Pension Protection Technical Corrections Act of 2008". H.R. 6708, "No Participant Loans from a Debit Card". H.R. 7327, "The worker, Retiree and Employer Recovery Act of 2008". DOL Final Regulations and Revisions to the 2007 Form 5500 Annual Return/Report, 72 F.R. 64710-64730 (11/16/07). DOL Final Rule and Regulation (Section 2550.404-4) on Safest Available Annuity 73 F.R. 58447-58540 (10/7/08). DOL Proposed Rule, Reasonable Contracts or Arrangements under Section 408(b)(2) - Fee Disclosure, 72 F.R. 70988-71005 (12/13/07). DOL Proposed Regulation on Provision of Investment Advice and DOL Proposed Class Exemption for Provision of Investment Advice, Prop. DOL Reg. Sec. 2550.404a-5 and 2550.404c-1, 73 F.R. 43039 and 43043 (7/23/08). Proposed Amendment to H.R. 3361, proposed Pension Protection Act Defined Benefit Funding Relief provisions (S.Baucus 11/20/08). Request to the Treasury Department and IRS on the application of the backloading accrual rules to hybrid pension plan conversions. IRS Revenue Ruling 2008-07, "Guidance on Backloading Rules". IRS Revenue Ruling 2008-45, "Transfer of Pension Plan Sponsorship".
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY via MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
2008 · third_quarter · Q3
See Addendum S. 1010, Retirement Security for Life Act of 2007. S. 1141, Automatic IRA Act of 2007. S. 1288, Womens Retirement Security Act of 2007. S. 1725, "Restoring Pension Promises to Workers Act". S. 1974, "Pension Protection Technical Corrections Act of 2007". S. 2473, "Defined Contribution Fee Disclosure Act of 2007". S. 3278, "No Participant Loans from a Debit Card". H.R. 2167, Automatic IRA Act of 2007 (H.R. 2167, S. 1141). H.R. 2205, Retirement Security for Life Act of 2007. H.R. 2683, "Pension Security Act of 2007". H.R. 3185, "401(k) Fair Disclosure for Retirement Security Act of 2007". Rep Andrews Amendement to H.R. 3185, "The Fair Disclosure for Retirement Security Act" (4/15/08). H.R. 3361, "Pension Protection Technical Corrections Act of 2007". H.R. 3765, "The Defined Contribution Fee Transparency Act of 2007". H.R. 3868, Bill to delay the PPA defined benefit funding rules for one year. H.R. 5160, "Small Business Add Vaue for Employees Act of 2008". H.R. 6143, "The Pension Protection Act ERISA Amendments of 2008". H.R. 6382, "Pension Protection Technical Corrections Act of 2008". H.R. 6708, "No Participant Loans from a Debit Card". DOL Final Regulations and Revisions to the 2007 Form 5500 Annual Return/Report, 72 F.R. 64710-64730 (11/16/07). DOL Final Rule and Regulation (Section 2550.404-4) on Safest Available Annuity 73 F.R. 58447-58540 (10/7/08). DOL Proposed Rule, Reasonable Contracts or Arrangements under Section 408(b)(2) - Fee Disclosure, 72 F.R. 70988-71005 (12/13/07). DOL Proposed Regulation on Provision of Investment Advice and DOL Proposed Class Exemption for Provision of Investment Advice, Prop. DOL Reg. Sec. 2550.404a-5 and 2550.404c-1, 73 F.R. 43039 and 43043 (7/23/08). Request to the Treasury Department and IRS on the application of the backloading accrual rules to hybrid pension plan conversions. IRS Revenue Ruling 2008-07, "Guidance on Backloading Rules". IRS Revenue Ruling 2008-45, "Transfer of Pension Plan Sponsorship".
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office