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Reported covered position: N/A
How to read the money
Income and expense are whole-filing amounts associated with this lobbyist, not personal compensation or an allocated share.
No topic inference: each bill number appears in source LDA issue text assigned to this lobbyist.
Money Market Fund Parity Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 275 Global Online Freedom Act of 2007 H.R. 1171 Money Market Fund Parity Acto of 2007 (mutual fund competitiveness) H.R. 1257 Shareholder Vote on Executive Compensation Act (proxy vote disclosure) H.R. 3225 Mutual Fund Fee Reform Act (12b-1 fees) H.R. 3997 Emergency Economic Stabilization Act of 2008 (Troubled Assets) H.R. 6308 Municipal Bond Fairness Act H.R. 6333 Municipal Bond Market support Act of 2008 H.R. 6377 Energy Markets Emergency Act of 2008 H.R. 6604 Commodity Markets Transparency and Accountability Act of 2008 H.R. 6796 VULTURE Funds Act S. 2136 Helping Families Save Their homes in Bankruptcy Act of 2007 (subprime) S. 3130 Increasing Transparency and ACcountability in Oil Prices Act of 2008 S. 3268 Stop Excessive Energy Speculation Act of 2008 Commodity Index Funds (Lieberman) U.S. Capital Markets Competitiveness Financial Regulatory Structure Modernization (Treasury Blueprint) Closed-End Funds / AMPS Money Market Mutual Fund Guaranty Plan
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2008 · third_quarter · Q3
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (Auto IRA) H.R. 6382 Pension Protection Technical Corrections Act of 2008 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure) S. 3278 401(k) Debit Card Loans H.R. 6708 401(k) Debit Card Loans S. 3445 Comprehensive Iran Sanctions, Accountability, and Divestment Act of 2008
Source: Senate LDA
H.R. 1171 Money Market Fund Parity Act of 2007 (mutual fund competitiveness) H.R. 1257 Shareholder Vote on Executive Compensation Act (proxy vote disclosure) H.R. 3225 Mutual Fund Fee Reform Act (12b-1 fees) H.R. 275 The Global Online Freedom Act H.R. 3609 Emergency Home Ownership and Mortgage Equity Protection Act of 2007 (subprime) H.R. 3915 Mortgage Reform and Anti-Predatory Lending Act of 2007 (subprime) H.R. 5579 Emergency Mortgage Loan Modification Act of 2008 (subprime) H.R. 6308 Municipal Bond Fairness Act H.R. 6330 Prevent Unfair Manipulation of Prices (PUMP) Act H.R. 6333 The "Municipal Bond Support Act of 2008" H.R. 6377 Energy Markets Emergency Act of 2008 S. 2136 Helping Families Save Their Homes in Bankruptcy Act of 2007 (subprime) S. 2452 Home Ownership Preservation and Protection Act of 2007 (subprime) S. 3130 Increasing Transparency and Accountability in Oil Prices Act Commodity Index Funds (Lieberman) U.S. Capital Markets Competitiveness Financial Regulatory Structure Modernization (Treasury Blueprint) Vulture Funds Closed-End Funds / AMPS
Shareholder Vote on Executive Compensation Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 275 Global Online Freedom Act of 2007 H.R. 1171 Money Market Fund Parity Acto of 2007 (mutual fund competitiveness) H.R. 1257 Shareholder Vote on Executive Compensation Act (proxy vote disclosure) H.R. 3225 Mutual Fund Fee Reform Act (12b-1 fees) H.R. 3997 Emergency Economic Stabilization Act of 2008 (Troubled Assets) H.R. 6308 Municipal Bond Fairness Act H.R. 6333 Municipal Bond Market support Act of 2008 H.R. 6377 Energy Markets Emergency Act of 2008 H.R. 6604 Commodity Markets Transparency and Accountability Act of 2008 H.R. 6796 VULTURE Funds Act S. 2136 Helping Families Save Their homes in Bankruptcy Act of 2007 (subprime) S. 3130 Increasing Transparency and ACcountability in Oil Prices Act of 2008 S. 3268 Stop Excessive Energy Speculation Act of 2008 Commodity Index Funds (Lieberman) U.S. Capital Markets Competitiveness Financial Regulatory Structure Modernization (Treasury Blueprint) Closed-End Funds / AMPS Money Market Mutual Fund Guaranty Plan
Shareholder Vote on Executive Compensation Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1171 Money Market Fund Parity Act of 2007 (mutual fund competitiveness) H.R. 1257 Shareholder Vote on Executive Compensation Act (proxy vote disclosure) H.R. 3225 Mutual Fund Fee Reform Act (12b-1 fees) H.R. 275 The Global Online Freedom Act H.R. 3609 Emergency Home Ownership and Mortgage Equity Protection Act of 2007 (subprime) H.R. 3915 Mortgage Reform and Anti-Predatory Lending Act of 2007 (subprime) H.R. 5579 Emergency Mortgage Loan Modification Act of 2008 (subprime) H.R. 6308 Municipal Bond Fairness Act H.R. 6330 Prevent Unfair Manipulation of Prices (PUMP) Act H.R. 6333 The "Municipal Bond Support Act of 2008" H.R. 6377 Energy Markets Emergency Act of 2008 S. 2136 Helping Families Save Their Homes in Bankruptcy Act of 2007 (subprime) S. 2452 Home Ownership Preservation and Protection Act of 2007 (subprime) S. 3130 Increasing Transparency and Accountability in Oil Prices Act Commodity Index Funds (Lieberman) U.S. Capital Markets Competitiveness Financial Regulatory Structure Modernization (Treasury Blueprint) Vulture Funds Closed-End Funds / AMPS
Automatic IRA Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (Auto IRA) H.R. 6382 Pension Protection Technical Corrections Act of 2008 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure) S. 3278 401(k) Debit Card Loans H.R. 6708 401(k) Debit Card Loans S. 3445 Comprehensive Iran Sanctions, Accountability, and Divestment Act of 2008
Automatic IRA Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (auto IRA) H.R. 3361 Pension Protection Technical Corrections Act of 2007 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure)
Automatic IRA Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (auto IRA) H.R. 3361 Pension Protection Technical Corrections Actof 2007 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Actof 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure)
Retirement Security for Life Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 H.R. 2205 Retirement Security for Life Act of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs) H.R. 3221 American housing Rescue and Foreclosure Prevention Act of 2008 (Cost Basis) S. 3125 Energy Independence and Tax Relief Act of 2008 (Flow-Through) S. 3335 Jobs, Energy, Families, and Disaster Relief Act of 2008 (Flow-Through, Cost Basis) S. 3478 Energy Independence and Investment Act of 2008 (Cost Basis) H.R. 6049 Energy and Tax Extenders Act of 2008 (Flow-Through, Cost Basis) H.R. 7060 Renewable Energy and Job Creation Tax Act of 2008 (flow-Through, Cost Basis) H.R. 7201 Energy Improvement and Extension Act of 2008 (Cost Basis) H.R. 7202 Temporary Tax Relief Act of 2008 (Flow-Through)
Retirement Security for Life Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 878 Simplificiation Through Additional Reporting Tax Act of 2007 (cost basis reporting) S. 601 Simplification Through Additional Reporting Tax Act of 2007 (cost basis reporting) H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Acto of 2007 S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 H.R. 2205 Retirement Security for Life Act of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs)
Retirement Security for Life Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 H.R. 2205 Retirement Security for Life ACt of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 3221 American Housing Rescue and Foreclosure Prevention Act of 2008 (Cost Basis Reporting) H.R. 5720 Housing Assistance Tax Act of 2008 (Cost Basis Reporting) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs) H.R. 6049 Energy and Tax Extenders Act of 2008 (Flow-Through) S. 3125 Energy Independence and Tax Relief Act of 2008 (Flow-Through) H.R. 6081 Heros Earnings Assistance and Relief Tax Act (Penalty-Free IRA Withdrawals)
Global Online Freedom Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1171 Money Market Fund Parity Act of 2007 (mutual fund competitiveness) H.R. 1257 Shareholder Vote on Executive Compensation Act (proxy vote disclosure) H.R. 3225 Mutual Fund Fee Reform Act (12b-1 fees) H.R. 275 The Global Online Freedom Act H.R. 3609 Emergency Home Ownership and Mortgage Equity Protection Act of 2007 (subprime) H.R. 3915 Mortgage Reform and Anti-Predatory Lending Act of 2007 (subprime) H.R. 5579 Emergency Mortgage Loan Modification Act of 2008 (subprime) H.R. 6308 Municipal Bond Fairness Act H.R. 6330 Prevent Unfair Manipulation of Prices (PUMP) Act H.R. 6333 The "Municipal Bond Support Act of 2008" H.R. 6377 Energy Markets Emergency Act of 2008 S. 2136 Helping Families Save Their Homes in Bankruptcy Act of 2007 (subprime) S. 2452 Home Ownership Preservation and Protection Act of 2007 (subprime) S. 3130 Increasing Transparency and Accountability in Oil Prices Act Commodity Index Funds (Lieberman) U.S. Capital Markets Competitiveness Financial Regulatory Structure Modernization (Treasury Blueprint) Vulture Funds Closed-End Funds / AMPS
Global Online Freedom Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 275 Global Online Freedom Act of 2007 H.R. 1171 Money Market Fund Parity Acto of 2007 (mutual fund competitiveness) H.R. 1257 Shareholder Vote on Executive Compensation Act (proxy vote disclosure) H.R. 3225 Mutual Fund Fee Reform Act (12b-1 fees) H.R. 3997 Emergency Economic Stabilization Act of 2008 (Troubled Assets) H.R. 6308 Municipal Bond Fairness Act H.R. 6333 Municipal Bond Market support Act of 2008 H.R. 6377 Energy Markets Emergency Act of 2008 H.R. 6604 Commodity Markets Transparency and Accountability Act of 2008 H.R. 6796 VULTURE Funds Act S. 2136 Helping Families Save Their homes in Bankruptcy Act of 2007 (subprime) S. 3130 Increasing Transparency and ACcountability in Oil Prices Act of 2008 S. 3268 Stop Excessive Energy Speculation Act of 2008 Commodity Index Funds (Lieberman) U.S. Capital Markets Competitiveness Financial Regulatory Structure Modernization (Treasury Blueprint) Closed-End Funds / AMPS Money Market Mutual Fund Guaranty Plan
Generate Retirement Ownership Through Long-Term Holding Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 H.R. 2205 Retirement Security for Life ACt of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 3221 American Housing Rescue and Foreclosure Prevention Act of 2008 (Cost Basis Reporting) H.R. 5720 Housing Assistance Tax Act of 2008 (Cost Basis Reporting) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs) H.R. 6049 Energy and Tax Extenders Act of 2008 (Flow-Through) S. 3125 Energy Independence and Tax Relief Act of 2008 (Flow-Through) H.R. 6081 Heros Earnings Assistance and Relief Tax Act (Penalty-Free IRA Withdrawals)
Generate Retirement Ownership Through Long-Term Holding Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 H.R. 2205 Retirement Security for Life Act of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs) H.R. 3221 American housing Rescue and Foreclosure Prevention Act of 2008 (Cost Basis) S. 3125 Energy Independence and Tax Relief Act of 2008 (Flow-Through) S. 3335 Jobs, Energy, Families, and Disaster Relief Act of 2008 (Flow-Through, Cost Basis) S. 3478 Energy Independence and Investment Act of 2008 (Cost Basis) H.R. 6049 Energy and Tax Extenders Act of 2008 (Flow-Through, Cost Basis) H.R. 7060 Renewable Energy and Job Creation Tax Act of 2008 (flow-Through, Cost Basis) H.R. 7201 Energy Improvement and Extension Act of 2008 (Cost Basis) H.R. 7202 Temporary Tax Relief Act of 2008 (Flow-Through)
Generate Retirement Ownership Through Long-Term Holding Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 878 Simplificiation Through Additional Reporting Tax Act of 2007 (cost basis reporting) S. 601 Simplification Through Additional Reporting Tax Act of 2007 (cost basis reporting) H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Acto of 2007 S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 H.R. 2205 Retirement Security for Life Act of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs)
401(k) Fair Disclosure for Retirement Security Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (auto IRA) H.R. 3361 Pension Protection Technical Corrections Act of 2007 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure)
401(k) Fair Disclosure for Retirement Security Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (auto IRA) H.R. 3361 Pension Protection Technical Corrections Actof 2007 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Actof 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure)
401(k) Fair Disclosure for Retirement Security Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (Auto IRA) H.R. 6382 Pension Protection Technical Corrections Act of 2008 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure) S. 3278 401(k) Debit Card Loans H.R. 6708 401(k) Debit Card Loans S. 3445 Comprehensive Iran Sanctions, Accountability, and Divestment Act of 2008
Mutual Fund Fee Reform Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 275 Global Online Freedom Act of 2007 H.R. 1171 Money Market Fund Parity Acto of 2007 (mutual fund competitiveness) H.R. 1257 Shareholder Vote on Executive Compensation Act (proxy vote disclosure) H.R. 3225 Mutual Fund Fee Reform Act (12b-1 fees) H.R. 3997 Emergency Economic Stabilization Act of 2008 (Troubled Assets) H.R. 6308 Municipal Bond Fairness Act H.R. 6333 Municipal Bond Market support Act of 2008 H.R. 6377 Energy Markets Emergency Act of 2008 H.R. 6604 Commodity Markets Transparency and Accountability Act of 2008 H.R. 6796 VULTURE Funds Act S. 2136 Helping Families Save Their homes in Bankruptcy Act of 2007 (subprime) S. 3130 Increasing Transparency and ACcountability in Oil Prices Act of 2008 S. 3268 Stop Excessive Energy Speculation Act of 2008 Commodity Index Funds (Lieberman) U.S. Capital Markets Competitiveness Financial Regulatory Structure Modernization (Treasury Blueprint) Closed-End Funds / AMPS Money Market Mutual Fund Guaranty Plan
Mutual Fund Fee Reform Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1171 Money Market Fund Parity Act of 2007 (mutual fund competitiveness) H.R. 1257 Shareholder Vote on Executive Compensation Act (proxy vote disclosure) H.R. 3225 Mutual Fund Fee Reform Act (12b-1 fees) H.R. 275 The Global Online Freedom Act H.R. 3609 Emergency Home Ownership and Mortgage Equity Protection Act of 2007 (subprime) H.R. 3915 Mortgage Reform and Anti-Predatory Lending Act of 2007 (subprime) H.R. 5579 Emergency Mortgage Loan Modification Act of 2008 (subprime) H.R. 6308 Municipal Bond Fairness Act H.R. 6330 Prevent Unfair Manipulation of Prices (PUMP) Act H.R. 6333 The "Municipal Bond Support Act of 2008" H.R. 6377 Energy Markets Emergency Act of 2008 S. 2136 Helping Families Save Their Homes in Bankruptcy Act of 2007 (subprime) S. 2452 Home Ownership Preservation and Protection Act of 2007 (subprime) S. 3130 Increasing Transparency and Accountability in Oil Prices Act Commodity Index Funds (Lieberman) U.S. Capital Markets Competitiveness Financial Regulatory Structure Modernization (Treasury Blueprint) Vulture Funds Closed-End Funds / AMPS
Pension Protection Technical Corrections Act of 2008
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (auto IRA) H.R. 3361 Pension Protection Technical Corrections Actof 2007 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Actof 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure)
Pension Protection Technical Corrections Act of 2008
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (auto IRA) H.R. 3361 Pension Protection Technical Corrections Act of 2007 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure)
Emergency Home Ownership and Mortgage Equity Protection Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1171 Money Market Fund Parity Act of 2007 (mutual fund competitiveness) H.R. 1257 Shareholder Vote on Executive Compensation Act (proxy vote disclosure) H.R. 3225 Mutual Fund Fee Reform Act (12b-1 fees) H.R. 275 The Global Online Freedom Act H.R. 3609 Emergency Home Ownership and Mortgage Equity Protection Act of 2007 (subprime) H.R. 3915 Mortgage Reform and Anti-Predatory Lending Act of 2007 (subprime) H.R. 5579 Emergency Mortgage Loan Modification Act of 2008 (subprime) H.R. 6308 Municipal Bond Fairness Act H.R. 6330 Prevent Unfair Manipulation of Prices (PUMP) Act H.R. 6333 The "Municipal Bond Support Act of 2008" H.R. 6377 Energy Markets Emergency Act of 2008 S. 2136 Helping Families Save Their Homes in Bankruptcy Act of 2007 (subprime) S. 2452 Home Ownership Preservation and Protection Act of 2007 (subprime) S. 3130 Increasing Transparency and Accountability in Oil Prices Act Commodity Index Funds (Lieberman) U.S. Capital Markets Competitiveness Financial Regulatory Structure Modernization (Treasury Blueprint) Vulture Funds Closed-End Funds / AMPS
Defined Contribution Plan Fee Transparency Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (auto IRA) H.R. 3361 Pension Protection Technical Corrections Act of 2007 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure)
Defined Contribution Plan Fee Transparency Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (auto IRA) H.R. 3361 Pension Protection Technical Corrections Actof 2007 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Actof 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure)
Defined Contribution Plan Fee Transparency Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (Auto IRA) H.R. 6382 Pension Protection Technical Corrections Act of 2008 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure) S. 3278 401(k) Debit Card Loans H.R. 6708 401(k) Debit Card Loans S. 3445 Comprehensive Iran Sanctions, Accountability, and Divestment Act of 2008
Defenders of Freedom Tax Relief Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 275 Global Online Freedom Act of 2007 H.R. 1171 Money Market Fund Parity Acto of 2007 (mutual fund competitiveness) H.R. 1257 Shareholder Vote on Executive Compensation Act (proxy vote disclosure) H.R. 3225 Mutual Fund Fee Reform Act (12b-1 fees) H.R. 3997 Emergency Economic Stabilization Act of 2008 (Troubled Assets) H.R. 6308 Municipal Bond Fairness Act H.R. 6333 Municipal Bond Market support Act of 2008 H.R. 6377 Energy Markets Emergency Act of 2008 H.R. 6604 Commodity Markets Transparency and Accountability Act of 2008 H.R. 6796 VULTURE Funds Act S. 2136 Helping Families Save Their homes in Bankruptcy Act of 2007 (subprime) S. 3130 Increasing Transparency and ACcountability in Oil Prices Act of 2008 S. 3268 Stop Excessive Energy Speculation Act of 2008 Commodity Index Funds (Lieberman) U.S. Capital Markets Competitiveness Financial Regulatory Structure Modernization (Treasury Blueprint) Closed-End Funds / AMPS Money Market Mutual Fund Guaranty Plan
To amend the Internal Revenue Code of 1986 with respect to the treatment of prepaid derivative contracts.
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 878 Simplificiation Through Additional Reporting Tax Act of 2007 (cost basis reporting) S. 601 Simplification Through Additional Reporting Tax Act of 2007 (cost basis reporting) H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Acto of 2007 S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 H.R. 2205 Retirement Security for Life Act of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs)
To amend the Internal Revenue Code of 1986 with respect to the treatment of prepaid derivative contracts.
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 H.R. 2205 Retirement Security for Life ACt of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 3221 American Housing Rescue and Foreclosure Prevention Act of 2008 (Cost Basis Reporting) H.R. 5720 Housing Assistance Tax Act of 2008 (Cost Basis Reporting) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs) H.R. 6049 Energy and Tax Extenders Act of 2008 (Flow-Through) S. 3125 Energy Independence and Tax Relief Act of 2008 (Flow-Through) H.R. 6081 Heros Earnings Assistance and Relief Tax Act (Penalty-Free IRA Withdrawals)
To amend the Internal Revenue Code of 1986 with respect to the treatment of prepaid derivative contracts.
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 H.R. 2205 Retirement Security for Life Act of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs) H.R. 3221 American housing Rescue and Foreclosure Prevention Act of 2008 (Cost Basis) S. 3125 Energy Independence and Tax Relief Act of 2008 (Flow-Through) S. 3335 Jobs, Energy, Families, and Disaster Relief Act of 2008 (Flow-Through, Cost Basis) S. 3478 Energy Independence and Investment Act of 2008 (Cost Basis) H.R. 6049 Energy and Tax Extenders Act of 2008 (Flow-Through, Cost Basis) H.R. 7060 Renewable Energy and Job Creation Tax Act of 2008 (flow-Through, Cost Basis) H.R. 7201 Energy Improvement and Extension Act of 2008 (Cost Basis) H.R. 7202 Temporary Tax Relief Act of 2008 (Flow-Through)
Small Businesses Add Value for Employees Act of 2008
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (auto IRA) H.R. 3361 Pension Protection Technical Corrections Actof 2007 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Actof 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure)
Small Businesses Add Value for Employees Act of 2008
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (Auto IRA) H.R. 6382 Pension Protection Technical Corrections Act of 2008 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure) S. 3278 401(k) Debit Card Loans H.R. 6708 401(k) Debit Card Loans S. 3445 Comprehensive Iran Sanctions, Accountability, and Divestment Act of 2008
Small Businesses Add Value for Employees Act of 2008
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (auto IRA) H.R. 3361 Pension Protection Technical Corrections Act of 2007 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure)
Emergency Mortgage Loan Modification Act of 2008
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1171 Money Market Fund Parity Act of 2007 (mutual fund competitiveness) H.R. 1257 Shareholder Vote on Executive Compensation Act (proxy vote disclosure) H.R. 3225 Mutual Fund Fee Reform Act (12b-1 fees) H.R. 275 The Global Online Freedom Act H.R. 3609 Emergency Home Ownership and Mortgage Equity Protection Act of 2007 (subprime) H.R. 3915 Mortgage Reform and Anti-Predatory Lending Act of 2007 (subprime) H.R. 5579 Emergency Mortgage Loan Modification Act of 2008 (subprime) H.R. 6308 Municipal Bond Fairness Act H.R. 6330 Prevent Unfair Manipulation of Prices (PUMP) Act H.R. 6333 The "Municipal Bond Support Act of 2008" H.R. 6377 Energy Markets Emergency Act of 2008 S. 2136 Helping Families Save Their Homes in Bankruptcy Act of 2007 (subprime) S. 2452 Home Ownership Preservation and Protection Act of 2007 (subprime) S. 3130 Increasing Transparency and Accountability in Oil Prices Act Commodity Index Funds (Lieberman) U.S. Capital Markets Competitiveness Financial Regulatory Structure Modernization (Treasury Blueprint) Vulture Funds Closed-End Funds / AMPS
Housing Assistance Tax Act of 2008
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 H.R. 2205 Retirement Security for Life ACt of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 3221 American Housing Rescue and Foreclosure Prevention Act of 2008 (Cost Basis Reporting) H.R. 5720 Housing Assistance Tax Act of 2008 (Cost Basis Reporting) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs) H.R. 6049 Energy and Tax Extenders Act of 2008 (Flow-Through) S. 3125 Energy Independence and Tax Relief Act of 2008 (Flow-Through) H.R. 6081 Heros Earnings Assistance and Relief Tax Act (Penalty-Free IRA Withdrawals)
Heroes Earnings Assistance and Relief Tax Act of 2008
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 H.R. 2205 Retirement Security for Life ACt of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 3221 American Housing Rescue and Foreclosure Prevention Act of 2008 (Cost Basis Reporting) H.R. 5720 Housing Assistance Tax Act of 2008 (Cost Basis Reporting) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs) H.R. 6049 Energy and Tax Extenders Act of 2008 (Flow-Through) S. 3125 Energy Independence and Tax Relief Act of 2008 (Flow-Through) H.R. 6081 Heros Earnings Assistance and Relief Tax Act (Penalty-Free IRA Withdrawals)
Municipal Bond Fairness Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1171 Money Market Fund Parity Act of 2007 (mutual fund competitiveness) H.R. 1257 Shareholder Vote on Executive Compensation Act (proxy vote disclosure) H.R. 3225 Mutual Fund Fee Reform Act (12b-1 fees) H.R. 275 The Global Online Freedom Act H.R. 3609 Emergency Home Ownership and Mortgage Equity Protection Act of 2007 (subprime) H.R. 3915 Mortgage Reform and Anti-Predatory Lending Act of 2007 (subprime) H.R. 5579 Emergency Mortgage Loan Modification Act of 2008 (subprime) H.R. 6308 Municipal Bond Fairness Act H.R. 6330 Prevent Unfair Manipulation of Prices (PUMP) Act H.R. 6333 The "Municipal Bond Support Act of 2008" H.R. 6377 Energy Markets Emergency Act of 2008 S. 2136 Helping Families Save Their Homes in Bankruptcy Act of 2007 (subprime) S. 2452 Home Ownership Preservation and Protection Act of 2007 (subprime) S. 3130 Increasing Transparency and Accountability in Oil Prices Act Commodity Index Funds (Lieberman) U.S. Capital Markets Competitiveness Financial Regulatory Structure Modernization (Treasury Blueprint) Vulture Funds Closed-End Funds / AMPS
Municipal Bond Fairness Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 275 Global Online Freedom Act of 2007 H.R. 1171 Money Market Fund Parity Acto of 2007 (mutual fund competitiveness) H.R. 1257 Shareholder Vote on Executive Compensation Act (proxy vote disclosure) H.R. 3225 Mutual Fund Fee Reform Act (12b-1 fees) H.R. 3997 Emergency Economic Stabilization Act of 2008 (Troubled Assets) H.R. 6308 Municipal Bond Fairness Act H.R. 6333 Municipal Bond Market support Act of 2008 H.R. 6377 Energy Markets Emergency Act of 2008 H.R. 6604 Commodity Markets Transparency and Accountability Act of 2008 H.R. 6796 VULTURE Funds Act S. 2136 Helping Families Save Their homes in Bankruptcy Act of 2007 (subprime) S. 3130 Increasing Transparency and ACcountability in Oil Prices Act of 2008 S. 3268 Stop Excessive Energy Speculation Act of 2008 Commodity Index Funds (Lieberman) U.S. Capital Markets Competitiveness Financial Regulatory Structure Modernization (Treasury Blueprint) Closed-End Funds / AMPS Money Market Mutual Fund Guaranty Plan
Prevent Unfair Manipulation of Prices Act of 2008
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1171 Money Market Fund Parity Act of 2007 (mutual fund competitiveness) H.R. 1257 Shareholder Vote on Executive Compensation Act (proxy vote disclosure) H.R. 3225 Mutual Fund Fee Reform Act (12b-1 fees) H.R. 275 The Global Online Freedom Act H.R. 3609 Emergency Home Ownership and Mortgage Equity Protection Act of 2007 (subprime) H.R. 3915 Mortgage Reform and Anti-Predatory Lending Act of 2007 (subprime) H.R. 5579 Emergency Mortgage Loan Modification Act of 2008 (subprime) H.R. 6308 Municipal Bond Fairness Act H.R. 6330 Prevent Unfair Manipulation of Prices (PUMP) Act H.R. 6333 The "Municipal Bond Support Act of 2008" H.R. 6377 Energy Markets Emergency Act of 2008 S. 2136 Helping Families Save Their Homes in Bankruptcy Act of 2007 (subprime) S. 2452 Home Ownership Preservation and Protection Act of 2007 (subprime) S. 3130 Increasing Transparency and Accountability in Oil Prices Act Commodity Index Funds (Lieberman) U.S. Capital Markets Competitiveness Financial Regulatory Structure Modernization (Treasury Blueprint) Vulture Funds Closed-End Funds / AMPS
Municipal Bond Market Support Act of 2008
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 275 Global Online Freedom Act of 2007 H.R. 1171 Money Market Fund Parity Acto of 2007 (mutual fund competitiveness) H.R. 1257 Shareholder Vote on Executive Compensation Act (proxy vote disclosure) H.R. 3225 Mutual Fund Fee Reform Act (12b-1 fees) H.R. 3997 Emergency Economic Stabilization Act of 2008 (Troubled Assets) H.R. 6308 Municipal Bond Fairness Act H.R. 6333 Municipal Bond Market support Act of 2008 H.R. 6377 Energy Markets Emergency Act of 2008 H.R. 6604 Commodity Markets Transparency and Accountability Act of 2008 H.R. 6796 VULTURE Funds Act S. 2136 Helping Families Save Their homes in Bankruptcy Act of 2007 (subprime) S. 3130 Increasing Transparency and ACcountability in Oil Prices Act of 2008 S. 3268 Stop Excessive Energy Speculation Act of 2008 Commodity Index Funds (Lieberman) U.S. Capital Markets Competitiveness Financial Regulatory Structure Modernization (Treasury Blueprint) Closed-End Funds / AMPS Money Market Mutual Fund Guaranty Plan
Municipal Bond Market Support Act of 2008
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1171 Money Market Fund Parity Act of 2007 (mutual fund competitiveness) H.R. 1257 Shareholder Vote on Executive Compensation Act (proxy vote disclosure) H.R. 3225 Mutual Fund Fee Reform Act (12b-1 fees) H.R. 275 The Global Online Freedom Act H.R. 3609 Emergency Home Ownership and Mortgage Equity Protection Act of 2007 (subprime) H.R. 3915 Mortgage Reform and Anti-Predatory Lending Act of 2007 (subprime) H.R. 5579 Emergency Mortgage Loan Modification Act of 2008 (subprime) H.R. 6308 Municipal Bond Fairness Act H.R. 6330 Prevent Unfair Manipulation of Prices (PUMP) Act H.R. 6333 The "Municipal Bond Support Act of 2008" H.R. 6377 Energy Markets Emergency Act of 2008 S. 2136 Helping Families Save Their Homes in Bankruptcy Act of 2007 (subprime) S. 2452 Home Ownership Preservation and Protection Act of 2007 (subprime) S. 3130 Increasing Transparency and Accountability in Oil Prices Act Commodity Index Funds (Lieberman) U.S. Capital Markets Competitiveness Financial Regulatory Structure Modernization (Treasury Blueprint) Vulture Funds Closed-End Funds / AMPS
Energy Markets Emergency Act of 2008
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 275 Global Online Freedom Act of 2007 H.R. 1171 Money Market Fund Parity Acto of 2007 (mutual fund competitiveness) H.R. 1257 Shareholder Vote on Executive Compensation Act (proxy vote disclosure) H.R. 3225 Mutual Fund Fee Reform Act (12b-1 fees) H.R. 3997 Emergency Economic Stabilization Act of 2008 (Troubled Assets) H.R. 6308 Municipal Bond Fairness Act H.R. 6333 Municipal Bond Market support Act of 2008 H.R. 6377 Energy Markets Emergency Act of 2008 H.R. 6604 Commodity Markets Transparency and Accountability Act of 2008 H.R. 6796 VULTURE Funds Act S. 2136 Helping Families Save Their homes in Bankruptcy Act of 2007 (subprime) S. 3130 Increasing Transparency and ACcountability in Oil Prices Act of 2008 S. 3268 Stop Excessive Energy Speculation Act of 2008 Commodity Index Funds (Lieberman) U.S. Capital Markets Competitiveness Financial Regulatory Structure Modernization (Treasury Blueprint) Closed-End Funds / AMPS Money Market Mutual Fund Guaranty Plan
Energy Markets Emergency Act of 2008
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1171 Money Market Fund Parity Act of 2007 (mutual fund competitiveness) H.R. 1257 Shareholder Vote on Executive Compensation Act (proxy vote disclosure) H.R. 3225 Mutual Fund Fee Reform Act (12b-1 fees) H.R. 275 The Global Online Freedom Act H.R. 3609 Emergency Home Ownership and Mortgage Equity Protection Act of 2007 (subprime) H.R. 3915 Mortgage Reform and Anti-Predatory Lending Act of 2007 (subprime) H.R. 5579 Emergency Mortgage Loan Modification Act of 2008 (subprime) H.R. 6308 Municipal Bond Fairness Act H.R. 6330 Prevent Unfair Manipulation of Prices (PUMP) Act H.R. 6333 The "Municipal Bond Support Act of 2008" H.R. 6377 Energy Markets Emergency Act of 2008 S. 2136 Helping Families Save Their Homes in Bankruptcy Act of 2007 (subprime) S. 2452 Home Ownership Preservation and Protection Act of 2007 (subprime) S. 3130 Increasing Transparency and Accountability in Oil Prices Act Commodity Index Funds (Lieberman) U.S. Capital Markets Competitiveness Financial Regulatory Structure Modernization (Treasury Blueprint) Vulture Funds Closed-End Funds / AMPS
Pension Protection Technical Corrections Act of 2008
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (Auto IRA) H.R. 6382 Pension Protection Technical Corrections Act of 2008 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure) S. 3278 401(k) Debit Card Loans H.R. 6708 401(k) Debit Card Loans S. 3445 Comprehensive Iran Sanctions, Accountability, and Divestment Act of 2008
Commodity Markets Transparency and Accountability Act of 2008
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 275 Global Online Freedom Act of 2007 H.R. 1171 Money Market Fund Parity Acto of 2007 (mutual fund competitiveness) H.R. 1257 Shareholder Vote on Executive Compensation Act (proxy vote disclosure) H.R. 3225 Mutual Fund Fee Reform Act (12b-1 fees) H.R. 3997 Emergency Economic Stabilization Act of 2008 (Troubled Assets) H.R. 6308 Municipal Bond Fairness Act H.R. 6333 Municipal Bond Market support Act of 2008 H.R. 6377 Energy Markets Emergency Act of 2008 H.R. 6604 Commodity Markets Transparency and Accountability Act of 2008 H.R. 6796 VULTURE Funds Act S. 2136 Helping Families Save Their homes in Bankruptcy Act of 2007 (subprime) S. 3130 Increasing Transparency and ACcountability in Oil Prices Act of 2008 S. 3268 Stop Excessive Energy Speculation Act of 2008 Commodity Index Funds (Lieberman) U.S. Capital Markets Competitiveness Financial Regulatory Structure Modernization (Treasury Blueprint) Closed-End Funds / AMPS Money Market Mutual Fund Guaranty Plan
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: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (Auto IRA) H.R. 6382 Pension Protection Technical Corrections Act of 2008 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure) S. 3278 401(k) Debit Card Loans H.R. 6708 401(k) Debit Card Loans S. 3445 Comprehensive Iran Sanctions, Accountability, and Divestment Act of 2008
Stop Very Unscrupulous Loan Transfers from Underprivileged countries to Rich, Exploitive Funds Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 275 Global Online Freedom Act of 2007 H.R. 1171 Money Market Fund Parity Acto of 2007 (mutual fund competitiveness) H.R. 1257 Shareholder Vote on Executive Compensation Act (proxy vote disclosure) H.R. 3225 Mutual Fund Fee Reform Act (12b-1 fees) H.R. 3997 Emergency Economic Stabilization Act of 2008 (Troubled Assets) H.R. 6308 Municipal Bond Fairness Act H.R. 6333 Municipal Bond Market support Act of 2008 H.R. 6377 Energy Markets Emergency Act of 2008 H.R. 6604 Commodity Markets Transparency and Accountability Act of 2008 H.R. 6796 VULTURE Funds Act S. 2136 Helping Families Save Their homes in Bankruptcy Act of 2007 (subprime) S. 3130 Increasing Transparency and ACcountability in Oil Prices Act of 2008 S. 3268 Stop Excessive Energy Speculation Act of 2008 Commodity Index Funds (Lieberman) U.S. Capital Markets Competitiveness Financial Regulatory Structure Modernization (Treasury Blueprint) Closed-End Funds / AMPS Money Market Mutual Fund Guaranty Plan
Renewable Energy and Job Creation Tax Act of 2008
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 H.R. 2205 Retirement Security for Life Act of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs) H.R. 3221 American housing Rescue and Foreclosure Prevention Act of 2008 (Cost Basis) S. 3125 Energy Independence and Tax Relief Act of 2008 (Flow-Through) S. 3335 Jobs, Energy, Families, and Disaster Relief Act of 2008 (Flow-Through, Cost Basis) S. 3478 Energy Independence and Investment Act of 2008 (Cost Basis) H.R. 6049 Energy and Tax Extenders Act of 2008 (Flow-Through, Cost Basis) H.R. 7060 Renewable Energy and Job Creation Tax Act of 2008 (flow-Through, Cost Basis) H.R. 7201 Energy Improvement and Extension Act of 2008 (Cost Basis) H.R. 7202 Temporary Tax Relief Act of 2008 (Flow-Through)
Energy Improvement and Extension Act of 2008
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 H.R. 2205 Retirement Security for Life Act of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs) H.R. 3221 American housing Rescue and Foreclosure Prevention Act of 2008 (Cost Basis) S. 3125 Energy Independence and Tax Relief Act of 2008 (Flow-Through) S. 3335 Jobs, Energy, Families, and Disaster Relief Act of 2008 (Flow-Through, Cost Basis) S. 3478 Energy Independence and Investment Act of 2008 (Cost Basis) H.R. 6049 Energy and Tax Extenders Act of 2008 (Flow-Through, Cost Basis) H.R. 7060 Renewable Energy and Job Creation Tax Act of 2008 (flow-Through, Cost Basis) H.R. 7201 Energy Improvement and Extension Act of 2008 (Cost Basis) H.R. 7202 Temporary Tax Relief Act of 2008 (Flow-Through)
Temporary Tax Relief Act of 2008
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 H.R. 2205 Retirement Security for Life Act of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs) H.R. 3221 American housing Rescue and Foreclosure Prevention Act of 2008 (Cost Basis) S. 3125 Energy Independence and Tax Relief Act of 2008 (Flow-Through) S. 3335 Jobs, Energy, Families, and Disaster Relief Act of 2008 (Flow-Through, Cost Basis) S. 3478 Energy Independence and Investment Act of 2008 (Cost Basis) H.R. 6049 Energy and Tax Extenders Act of 2008 (Flow-Through, Cost Basis) H.R. 7060 Renewable Energy and Job Creation Tax Act of 2008 (flow-Through, Cost Basis) H.R. 7201 Energy Improvement and Extension Act of 2008 (Cost Basis) H.R. 7202 Temporary Tax Relief Act of 2008 (Flow-Through)
Simplification Through Additional Reporting Tax Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 878 Simplificiation Through Additional Reporting Tax Act of 2007 (cost basis reporting) S. 601 Simplification Through Additional Reporting Tax Act of 2007 (cost basis reporting) H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Acto of 2007 S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 H.R. 2205 Retirement Security for Life Act of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs)
Retirement Security for Life Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 878 Simplificiation Through Additional Reporting Tax Act of 2007 (cost basis reporting) S. 601 Simplification Through Additional Reporting Tax Act of 2007 (cost basis reporting) H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Acto of 2007 S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 H.R. 2205 Retirement Security for Life Act of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs)
Retirement Security for Life Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 H.R. 2205 Retirement Security for Life ACt of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 3221 American Housing Rescue and Foreclosure Prevention Act of 2008 (Cost Basis Reporting) H.R. 5720 Housing Assistance Tax Act of 2008 (Cost Basis Reporting) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs) H.R. 6049 Energy and Tax Extenders Act of 2008 (Flow-Through) S. 3125 Energy Independence and Tax Relief Act of 2008 (Flow-Through) H.R. 6081 Heros Earnings Assistance and Relief Tax Act (Penalty-Free IRA Withdrawals)
Retirement Security for Life Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 H.R. 2205 Retirement Security for Life Act of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs) H.R. 3221 American housing Rescue and Foreclosure Prevention Act of 2008 (Cost Basis) S. 3125 Energy Independence and Tax Relief Act of 2008 (Flow-Through) S. 3335 Jobs, Energy, Families, and Disaster Relief Act of 2008 (Flow-Through, Cost Basis) S. 3478 Energy Independence and Investment Act of 2008 (Cost Basis) H.R. 6049 Energy and Tax Extenders Act of 2008 (Flow-Through, Cost Basis) H.R. 7060 Renewable Energy and Job Creation Tax Act of 2008 (flow-Through, Cost Basis) H.R. 7201 Energy Improvement and Extension Act of 2008 (Cost Basis) H.R. 7202 Temporary Tax Relief Act of 2008 (Flow-Through)
Automatic IRA Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (Auto IRA) H.R. 6382 Pension Protection Technical Corrections Act of 2008 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure) S. 3278 401(k) Debit Card Loans H.R. 6708 401(k) Debit Card Loans S. 3445 Comprehensive Iran Sanctions, Accountability, and Divestment Act of 2008
Automatic IRA Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (auto IRA) H.R. 3361 Pension Protection Technical Corrections Act of 2007 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure)
Automatic IRA Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (auto IRA) H.R. 3361 Pension Protection Technical Corrections Actof 2007 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Actof 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure)
Pension Protection Technical Corrections Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (Auto IRA) H.R. 6382 Pension Protection Technical Corrections Act of 2008 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure) S. 3278 401(k) Debit Card Loans H.R. 6708 401(k) Debit Card Loans S. 3445 Comprehensive Iran Sanctions, Accountability, and Divestment Act of 2008
Pension Protection Technical Corrections Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (auto IRA) H.R. 3361 Pension Protection Technical Corrections Act of 2007 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure)
Pension Protection Technical Corrections Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (auto IRA) H.R. 3361 Pension Protection Technical Corrections Actof 2007 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Actof 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure)
Generate Retirement Ownership Through Long-Term Holding Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 H.R. 2205 Retirement Security for Life Act of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs) H.R. 3221 American housing Rescue and Foreclosure Prevention Act of 2008 (Cost Basis) S. 3125 Energy Independence and Tax Relief Act of 2008 (Flow-Through) S. 3335 Jobs, Energy, Families, and Disaster Relief Act of 2008 (Flow-Through, Cost Basis) S. 3478 Energy Independence and Investment Act of 2008 (Cost Basis) H.R. 6049 Energy and Tax Extenders Act of 2008 (Flow-Through, Cost Basis) H.R. 7060 Renewable Energy and Job Creation Tax Act of 2008 (flow-Through, Cost Basis) H.R. 7201 Energy Improvement and Extension Act of 2008 (Cost Basis) H.R. 7202 Temporary Tax Relief Act of 2008 (Flow-Through)
Generate Retirement Ownership Through Long-Term Holding Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 H.R. 2205 Retirement Security for Life ACt of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 3221 American Housing Rescue and Foreclosure Prevention Act of 2008 (Cost Basis Reporting) H.R. 5720 Housing Assistance Tax Act of 2008 (Cost Basis Reporting) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs) H.R. 6049 Energy and Tax Extenders Act of 2008 (Flow-Through) S. 3125 Energy Independence and Tax Relief Act of 2008 (Flow-Through) H.R. 6081 Heros Earnings Assistance and Relief Tax Act (Penalty-Free IRA Withdrawals)
Generate Retirement Ownership Through Long-Term Holding Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 878 Simplificiation Through Additional Reporting Tax Act of 2007 (cost basis reporting) S. 601 Simplification Through Additional Reporting Tax Act of 2007 (cost basis reporting) H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Acto of 2007 S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 H.R. 2205 Retirement Security for Life Act of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs)
Helping Families Save Their Homes in Bankruptcy Act of 2008
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1171 Money Market Fund Parity Act of 2007 (mutual fund competitiveness) H.R. 1257 Shareholder Vote on Executive Compensation Act (proxy vote disclosure) H.R. 3225 Mutual Fund Fee Reform Act (12b-1 fees) H.R. 275 The Global Online Freedom Act H.R. 3609 Emergency Home Ownership and Mortgage Equity Protection Act of 2007 (subprime) H.R. 3915 Mortgage Reform and Anti-Predatory Lending Act of 2007 (subprime) H.R. 5579 Emergency Mortgage Loan Modification Act of 2008 (subprime) H.R. 6308 Municipal Bond Fairness Act H.R. 6330 Prevent Unfair Manipulation of Prices (PUMP) Act H.R. 6333 The "Municipal Bond Support Act of 2008" H.R. 6377 Energy Markets Emergency Act of 2008 S. 2136 Helping Families Save Their Homes in Bankruptcy Act of 2007 (subprime) S. 2452 Home Ownership Preservation and Protection Act of 2007 (subprime) S. 3130 Increasing Transparency and Accountability in Oil Prices Act Commodity Index Funds (Lieberman) U.S. Capital Markets Competitiveness Financial Regulatory Structure Modernization (Treasury Blueprint) Vulture Funds Closed-End Funds / AMPS
Helping Families Save Their Homes in Bankruptcy Act of 2008
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 275 Global Online Freedom Act of 2007 H.R. 1171 Money Market Fund Parity Acto of 2007 (mutual fund competitiveness) H.R. 1257 Shareholder Vote on Executive Compensation Act (proxy vote disclosure) H.R. 3225 Mutual Fund Fee Reform Act (12b-1 fees) H.R. 3997 Emergency Economic Stabilization Act of 2008 (Troubled Assets) H.R. 6308 Municipal Bond Fairness Act H.R. 6333 Municipal Bond Market support Act of 2008 H.R. 6377 Energy Markets Emergency Act of 2008 H.R. 6604 Commodity Markets Transparency and Accountability Act of 2008 H.R. 6796 VULTURE Funds Act S. 2136 Helping Families Save Their homes in Bankruptcy Act of 2007 (subprime) S. 3130 Increasing Transparency and ACcountability in Oil Prices Act of 2008 S. 3268 Stop Excessive Energy Speculation Act of 2008 Commodity Index Funds (Lieberman) U.S. Capital Markets Competitiveness Financial Regulatory Structure Modernization (Treasury Blueprint) Closed-End Funds / AMPS Money Market Mutual Fund Guaranty Plan
Home Ownership Preservation and Protection Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1171 Money Market Fund Parity Act of 2007 (mutual fund competitiveness) H.R. 1257 Shareholder Vote on Executive Compensation Act (proxy vote disclosure) H.R. 3225 Mutual Fund Fee Reform Act (12b-1 fees) H.R. 275 The Global Online Freedom Act H.R. 3609 Emergency Home Ownership and Mortgage Equity Protection Act of 2007 (subprime) H.R. 3915 Mortgage Reform and Anti-Predatory Lending Act of 2007 (subprime) H.R. 5579 Emergency Mortgage Loan Modification Act of 2008 (subprime) H.R. 6308 Municipal Bond Fairness Act H.R. 6330 Prevent Unfair Manipulation of Prices (PUMP) Act H.R. 6333 The "Municipal Bond Support Act of 2008" H.R. 6377 Energy Markets Emergency Act of 2008 S. 2136 Helping Families Save Their Homes in Bankruptcy Act of 2007 (subprime) S. 2452 Home Ownership Preservation and Protection Act of 2007 (subprime) S. 3130 Increasing Transparency and Accountability in Oil Prices Act Commodity Index Funds (Lieberman) U.S. Capital Markets Competitiveness Financial Regulatory Structure Modernization (Treasury Blueprint) Vulture Funds Closed-End Funds / AMPS
Defined Contribution Fee Disclosure Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (auto IRA) H.R. 3361 Pension Protection Technical Corrections Act of 2007 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure)
Defined Contribution Fee Disclosure Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (Auto IRA) H.R. 6382 Pension Protection Technical Corrections Act of 2008 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure) S. 3278 401(k) Debit Card Loans H.R. 6708 401(k) Debit Card Loans S. 3445 Comprehensive Iran Sanctions, Accountability, and Divestment Act of 2008
Defined Contribution Fee Disclosure Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (auto IRA) H.R. 3361 Pension Protection Technical Corrections Actof 2007 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Actof 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure)
Energy Independence and Tax Relief Act of 2008
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 H.R. 2205 Retirement Security for Life Act of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs) H.R. 3221 American housing Rescue and Foreclosure Prevention Act of 2008 (Cost Basis) S. 3125 Energy Independence and Tax Relief Act of 2008 (Flow-Through) S. 3335 Jobs, Energy, Families, and Disaster Relief Act of 2008 (Flow-Through, Cost Basis) S. 3478 Energy Independence and Investment Act of 2008 (Cost Basis) H.R. 6049 Energy and Tax Extenders Act of 2008 (Flow-Through, Cost Basis) H.R. 7060 Renewable Energy and Job Creation Tax Act of 2008 (flow-Through, Cost Basis) H.R. 7201 Energy Improvement and Extension Act of 2008 (Cost Basis) H.R. 7202 Temporary Tax Relief Act of 2008 (Flow-Through)
Energy Independence and Tax Relief Act of 2008
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 H.R. 2205 Retirement Security for Life ACt of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 3221 American Housing Rescue and Foreclosure Prevention Act of 2008 (Cost Basis Reporting) H.R. 5720 Housing Assistance Tax Act of 2008 (Cost Basis Reporting) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs) H.R. 6049 Energy and Tax Extenders Act of 2008 (Flow-Through) S. 3125 Energy Independence and Tax Relief Act of 2008 (Flow-Through) H.R. 6081 Heros Earnings Assistance and Relief Tax Act (Penalty-Free IRA Withdrawals)
Increasing Transparency and Accountability in Oil Prices Act of 2008
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1171 Money Market Fund Parity Act of 2007 (mutual fund competitiveness) H.R. 1257 Shareholder Vote on Executive Compensation Act (proxy vote disclosure) H.R. 3225 Mutual Fund Fee Reform Act (12b-1 fees) H.R. 275 The Global Online Freedom Act H.R. 3609 Emergency Home Ownership and Mortgage Equity Protection Act of 2007 (subprime) H.R. 3915 Mortgage Reform and Anti-Predatory Lending Act of 2007 (subprime) H.R. 5579 Emergency Mortgage Loan Modification Act of 2008 (subprime) H.R. 6308 Municipal Bond Fairness Act H.R. 6330 Prevent Unfair Manipulation of Prices (PUMP) Act H.R. 6333 The "Municipal Bond Support Act of 2008" H.R. 6377 Energy Markets Emergency Act of 2008 S. 2136 Helping Families Save Their Homes in Bankruptcy Act of 2007 (subprime) S. 2452 Home Ownership Preservation and Protection Act of 2007 (subprime) S. 3130 Increasing Transparency and Accountability in Oil Prices Act Commodity Index Funds (Lieberman) U.S. Capital Markets Competitiveness Financial Regulatory Structure Modernization (Treasury Blueprint) Vulture Funds Closed-End Funds / AMPS
Increasing Transparency and Accountability in Oil Prices Act of 2008
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 275 Global Online Freedom Act of 2007 H.R. 1171 Money Market Fund Parity Acto of 2007 (mutual fund competitiveness) H.R. 1257 Shareholder Vote on Executive Compensation Act (proxy vote disclosure) H.R. 3225 Mutual Fund Fee Reform Act (12b-1 fees) H.R. 3997 Emergency Economic Stabilization Act of 2008 (Troubled Assets) H.R. 6308 Municipal Bond Fairness Act H.R. 6333 Municipal Bond Market support Act of 2008 H.R. 6377 Energy Markets Emergency Act of 2008 H.R. 6604 Commodity Markets Transparency and Accountability Act of 2008 H.R. 6796 VULTURE Funds Act S. 2136 Helping Families Save Their homes in Bankruptcy Act of 2007 (subprime) S. 3130 Increasing Transparency and ACcountability in Oil Prices Act of 2008 S. 3268 Stop Excessive Energy Speculation Act of 2008 Commodity Index Funds (Lieberman) U.S. Capital Markets Competitiveness Financial Regulatory Structure Modernization (Treasury Blueprint) Closed-End Funds / AMPS Money Market Mutual Fund Guaranty Plan
A bill to amend the Internal Revenue Code of 1986 to provide that no loan may be made from a qualified employer plan using a credit card or other intermediary and to limit the number of loans that may be made from a qualified employer plan to a participant or beneficiary.
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (Auto IRA) H.R. 6382 Pension Protection Technical Corrections Act of 2008 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure) S. 3278 401(k) Debit Card Loans H.R. 6708 401(k) Debit Card Loans S. 3445 Comprehensive Iran Sanctions, Accountability, and Divestment Act of 2008
Jobs, Energy, Families, and Disaster Relief Act of 2008
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 H.R. 2205 Retirement Security for Life Act of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs) H.R. 3221 American housing Rescue and Foreclosure Prevention Act of 2008 (Cost Basis) S. 3125 Energy Independence and Tax Relief Act of 2008 (Flow-Through) S. 3335 Jobs, Energy, Families, and Disaster Relief Act of 2008 (Flow-Through, Cost Basis) S. 3478 Energy Independence and Investment Act of 2008 (Cost Basis) H.R. 6049 Energy and Tax Extenders Act of 2008 (Flow-Through, Cost Basis) H.R. 7060 Renewable Energy and Job Creation Tax Act of 2008 (flow-Through, Cost Basis) H.R. 7201 Energy Improvement and Extension Act of 2008 (Cost Basis) H.R. 7202 Temporary Tax Relief Act of 2008 (Flow-Through)
Comprehensive Iran Sanctions, Accountability, and Divestment Act of 2008
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (Auto IRA) H.R. 6382 Pension Protection Technical Corrections Act of 2008 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure) S. 3278 401(k) Debit Card Loans H.R. 6708 401(k) Debit Card Loans S. 3445 Comprehensive Iran Sanctions, Accountability, and Divestment Act of 2008
Energy Independence and Investment Act of 2008
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 H.R. 2205 Retirement Security for Life Act of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs) H.R. 3221 American housing Rescue and Foreclosure Prevention Act of 2008 (Cost Basis) S. 3125 Energy Independence and Tax Relief Act of 2008 (Flow-Through) S. 3335 Jobs, Energy, Families, and Disaster Relief Act of 2008 (Flow-Through, Cost Basis) S. 3478 Energy Independence and Investment Act of 2008 (Cost Basis) H.R. 6049 Energy and Tax Extenders Act of 2008 (Flow-Through, Cost Basis) H.R. 7060 Renewable Energy and Job Creation Tax Act of 2008 (flow-Through, Cost Basis) H.R. 7201 Energy Improvement and Extension Act of 2008 (Cost Basis) H.R. 7202 Temporary Tax Relief Act of 2008 (Flow-Through)
Simplification Through Additional Reporting Tax Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 878 Simplificiation Through Additional Reporting Tax Act of 2007 (cost basis reporting) S. 601 Simplification Through Additional Reporting Tax Act of 2007 (cost basis reporting) H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Acto of 2007 S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 H.R. 2205 Retirement Security for Life Act of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs)
Money Market Fund Parity Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1171 Money Market Fund Parity Act of 2007 (mutual fund competitiveness) H.R. 1257 Shareholder Vote on Executive Compensation Act (proxy vote disclosure) H.R. 2347 Iran Sanctions Enabling Act of 2007 (divestiture) H.R. 3046 Social Security Number Privacy and Identity Theft Prevention Act of 2007 (privacy) H.R. 3915 Mortgage Reform and Anti-Predatory Lending Act of 2007 (subprime assignee liability) H. Res. 552 China Market Access Resolution S. 831 Sudan Divestment Authorization Act of 2007 (divestiture) S. 1563 Sudan Disclosure and Enforcement Act of 2007 (divestiture) S. 1677 Currency Reform and Financial Markets Access Act of 2007 (China market access) S. 2271 Sudan Accountability and Divestment Act of 2007 (divestiture) S. 2452 Home Ownership Preservation and Protection Act of 2007 (subprime assignee liability) H.R. 180 Darfur Accountability and Divestment Act (divestiture) H.R. 964 Securely Protect Yourself Against Cyber Trespass (SPY) Act (data security)
Money Market Fund Parity Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1257 Shareholder Vote on Executive Compensation Act, provisions related to proxy vote disclosure H.R. 1289 Community Reinvestment Modernization Act of 2007, provisions related to applying CRA to securities H.R. 2347 Iran Sanctions Enabling Act of 2007, provistions related to divestiture H.J. Res. 20 FY 2007 Continuing Appropriations Act, provisions related to U.S. capital markets competitiveness S. 4 Improving America's Security Act of 2007, provisions related to critical infrastructure S. 761 America Competes Act, provisions related to U.S. capital markets competitiveness S. 831 Sudan Divestment Authorization Act of 2007, provisions related to divestiture S. 1260 Data Security Act of 2007, provisions related to data security S. 1563 Sudan Disclosure and Enforcement Act of 2007, provisions related to divestiture S. 1677 Currency Reform and Financial Markets Access Act of 2007, provisions related to China market access H.R. 180 Darfur Accountability and Divestment Act, provisions related to divestiture H.R. 964 Securely Protect Yourself Against Cyber Trespass (SPY) Act, provisions related to data security H.R. 1171 Money Market Fund Parity Act of 2007, provisions related to mutual fund competitiveness
Shareholder Vote on Executive Compensation Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1257 Shareholder Vote on Executive Compensation Act, provisions related to proxy vote disclosure H.R. 1289 Community Reinvestment Modernization Act of 2007, provisions related to applying CRA to securities H.R. 2347 Iran Sanctions Enabling Act of 2007, provistions related to divestiture H.J. Res. 20 FY 2007 Continuing Appropriations Act, provisions related to U.S. capital markets competitiveness S. 4 Improving America's Security Act of 2007, provisions related to critical infrastructure S. 761 America Competes Act, provisions related to U.S. capital markets competitiveness S. 831 Sudan Divestment Authorization Act of 2007, provisions related to divestiture S. 1260 Data Security Act of 2007, provisions related to data security S. 1563 Sudan Disclosure and Enforcement Act of 2007, provisions related to divestiture S. 1677 Currency Reform and Financial Markets Access Act of 2007, provisions related to China market access H.R. 180 Darfur Accountability and Divestment Act, provisions related to divestiture H.R. 964 Securely Protect Yourself Against Cyber Trespass (SPY) Act, provisions related to data security H.R. 1171 Money Market Fund Parity Act of 2007, provisions related to mutual fund competitiveness
Shareholder Vote on Executive Compensation Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1171 Money Market Fund Parity Act of 2007 (mutual fund competitiveness) H.R. 1257 Shareholder Vote on Executive Compensation Act (proxy vote disclosure) H.R. 2347 Iran Sanctions Enabling Act of 2007 (divestiture) H.R. 3046 Social Security Number Privacy and Identity Theft Prevention Act of 2007 (privacy) H.R. 3915 Mortgage Reform and Anti-Predatory Lending Act of 2007 (subprime assignee liability) H. Res. 552 China Market Access Resolution S. 831 Sudan Divestment Authorization Act of 2007 (divestiture) S. 1563 Sudan Disclosure and Enforcement Act of 2007 (divestiture) S. 1677 Currency Reform and Financial Markets Access Act of 2007 (China market access) S. 2271 Sudan Accountability and Divestment Act of 2007 (divestiture) S. 2452 Home Ownership Preservation and Protection Act of 2007 (subprime assignee liability) H.R. 180 Darfur Accountability and Divestment Act (divestiture) H.R. 964 Securely Protect Yourself Against Cyber Trespass (SPY) Act (data security)
Community Reinvestment Modernization Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1257 Shareholder Vote on Executive Compensation Act, provisions related to proxy vote disclosure H.R. 1289 Community Reinvestment Modernization Act of 2007, provisions related to applying CRA to securities H.R. 2347 Iran Sanctions Enabling Act of 2007, provistions related to divestiture H.J. Res. 20 FY 2007 Continuing Appropriations Act, provisions related to U.S. capital markets competitiveness S. 4 Improving America's Security Act of 2007, provisions related to critical infrastructure S. 761 America Competes Act, provisions related to U.S. capital markets competitiveness S. 831 Sudan Divestment Authorization Act of 2007, provisions related to divestiture S. 1260 Data Security Act of 2007, provisions related to data security S. 1563 Sudan Disclosure and Enforcement Act of 2007, provisions related to divestiture S. 1677 Currency Reform and Financial Markets Access Act of 2007, provisions related to China market access H.R. 180 Darfur Accountability and Divestment Act, provisions related to divestiture H.R. 964 Securely Protect Yourself Against Cyber Trespass (SPY) Act, provisions related to data security H.R. 1171 Money Market Fund Parity Act of 2007, provisions related to mutual fund competitiveness
Darfur Accountability and Divestment Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1257 Shareholder Vote on Executive Compensation Act, provisions related to proxy vote disclosure H.R. 1289 Community Reinvestment Modernization Act of 2007, provisions related to applying CRA to securities H.R. 2347 Iran Sanctions Enabling Act of 2007, provistions related to divestiture H.J. Res. 20 FY 2007 Continuing Appropriations Act, provisions related to U.S. capital markets competitiveness S. 4 Improving America's Security Act of 2007, provisions related to critical infrastructure S. 761 America Competes Act, provisions related to U.S. capital markets competitiveness S. 831 Sudan Divestment Authorization Act of 2007, provisions related to divestiture S. 1260 Data Security Act of 2007, provisions related to data security S. 1563 Sudan Disclosure and Enforcement Act of 2007, provisions related to divestiture S. 1677 Currency Reform and Financial Markets Access Act of 2007, provisions related to China market access H.R. 180 Darfur Accountability and Divestment Act, provisions related to divestiture H.R. 964 Securely Protect Yourself Against Cyber Trespass (SPY) Act, provisions related to data security H.R. 1171 Money Market Fund Parity Act of 2007, provisions related to mutual fund competitiveness
Darfur Accountability and Divestment Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1171 Money Market Fund Parity Act of 2007 (mutual fund competitiveness) H.R. 1257 Shareholder Vote on Executive Compensation Act (proxy vote disclosure) H.R. 2347 Iran Sanctions Enabling Act of 2007 (divestiture) H.R. 3046 Social Security Number Privacy and Identity Theft Prevention Act of 2007 (privacy) H.R. 3915 Mortgage Reform and Anti-Predatory Lending Act of 2007 (subprime assignee liability) H. Res. 552 China Market Access Resolution S. 831 Sudan Divestment Authorization Act of 2007 (divestiture) S. 1563 Sudan Disclosure and Enforcement Act of 2007 (divestiture) S. 1677 Currency Reform and Financial Markets Access Act of 2007 (China market access) S. 2271 Sudan Accountability and Divestment Act of 2007 (divestiture) S. 2452 Home Ownership Preservation and Protection Act of 2007 (subprime assignee liability) H.R. 180 Darfur Accountability and Divestment Act (divestiture) H.R. 964 Securely Protect Yourself Against Cyber Trespass (SPY) Act (data security)
Automatic IRA Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 2473 Defined Contribution Fee Disclosure Act of 2007 H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007
Retirement Security for Life Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 6 Energy Independence and Security Act of 2007 (cost basis reporting) H.R. 3996 Tax Increase Prevention Act of 2007 (cost basis reporting, flow-through) H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 (taxation of capital gains distributions) S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 (taxation of capital gains distributions) H.R. 2205 Retirement Security for Life Act of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs) H.R. 878 Simplification Through Additional Reporting Tax Act of 2007 (cost basis reporting) S. 601 Simplification Through Additional Reporting Tax Act of 2007 (cost basis reporting)
To make permanent the individual income tax rates for capital gains and dividends.
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 601 Simplification Through Additional Reporting Tax Act of 2007, provisions related to cost basis reporting H.R. 2312 To make permanent the individual tax rates for capital gains and dividends S. 502 To repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends at capital gains rates Issues related to Exchange Traded Notes H.R. 878 Simplification Through Additional Reporting Tax Act of 2007, provisions related to cost basis reporting H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007, provisions related to taxation of capital gains distributions
Iran Sanctions Enabling Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1257 Shareholder Vote on Executive Compensation Act, provisions related to proxy vote disclosure H.R. 1289 Community Reinvestment Modernization Act of 2007, provisions related to applying CRA to securities H.R. 2347 Iran Sanctions Enabling Act of 2007, provistions related to divestiture H.J. Res. 20 FY 2007 Continuing Appropriations Act, provisions related to U.S. capital markets competitiveness S. 4 Improving America's Security Act of 2007, provisions related to critical infrastructure S. 761 America Competes Act, provisions related to U.S. capital markets competitiveness S. 831 Sudan Divestment Authorization Act of 2007, provisions related to divestiture S. 1260 Data Security Act of 2007, provisions related to data security S. 1563 Sudan Disclosure and Enforcement Act of 2007, provisions related to divestiture S. 1677 Currency Reform and Financial Markets Access Act of 2007, provisions related to China market access H.R. 180 Darfur Accountability and Divestment Act, provisions related to divestiture H.R. 964 Securely Protect Yourself Against Cyber Trespass (SPY) Act, provisions related to data security H.R. 1171 Money Market Fund Parity Act of 2007, provisions related to mutual fund competitiveness
Iran Sanctions Enabling Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1171 Money Market Fund Parity Act of 2007 (mutual fund competitiveness) H.R. 1257 Shareholder Vote on Executive Compensation Act (proxy vote disclosure) H.R. 2347 Iran Sanctions Enabling Act of 2007 (divestiture) H.R. 3046 Social Security Number Privacy and Identity Theft Prevention Act of 2007 (privacy) H.R. 3915 Mortgage Reform and Anti-Predatory Lending Act of 2007 (subprime assignee liability) H. Res. 552 China Market Access Resolution S. 831 Sudan Divestment Authorization Act of 2007 (divestiture) S. 1563 Sudan Disclosure and Enforcement Act of 2007 (divestiture) S. 1677 Currency Reform and Financial Markets Access Act of 2007 (China market access) S. 2271 Sudan Accountability and Divestment Act of 2007 (divestiture) S. 2452 Home Ownership Preservation and Protection Act of 2007 (subprime assignee liability) H.R. 180 Darfur Accountability and Divestment Act (divestiture) H.R. 964 Securely Protect Yourself Against Cyber Trespass (SPY) Act (data security)
Generate Retirement Ownership Through Long-Term Holding Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 6 Energy Independence and Security Act of 2007 (cost basis reporting) H.R. 3996 Tax Increase Prevention Act of 2007 (cost basis reporting, flow-through) H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 (taxation of capital gains distributions) S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 (taxation of capital gains distributions) H.R. 2205 Retirement Security for Life Act of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs) H.R. 878 Simplification Through Additional Reporting Tax Act of 2007 (cost basis reporting) S. 601 Simplification Through Additional Reporting Tax Act of 2007 (cost basis reporting)
Generate Retirement Ownership Through Long-Term Holding Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 601 Simplification Through Additional Reporting Tax Act of 2007, provisions related to cost basis reporting H.R. 2312 To make permanent the individual tax rates for capital gains and dividends S. 502 To repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends at capital gains rates Issues related to Exchange Traded Notes H.R. 878 Simplification Through Additional Reporting Tax Act of 2007, provisions related to cost basis reporting H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007, provisions related to taxation of capital gains distributions
Social Security Number Privacy and Identity Theft Prevention Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1171 Money Market Fund Parity Act of 2007 (mutual fund competitiveness) H.R. 1257 Shareholder Vote on Executive Compensation Act (proxy vote disclosure) H.R. 2347 Iran Sanctions Enabling Act of 2007 (divestiture) H.R. 3046 Social Security Number Privacy and Identity Theft Prevention Act of 2007 (privacy) H.R. 3915 Mortgage Reform and Anti-Predatory Lending Act of 2007 (subprime assignee liability) H. Res. 552 China Market Access Resolution S. 831 Sudan Divestment Authorization Act of 2007 (divestiture) S. 1563 Sudan Disclosure and Enforcement Act of 2007 (divestiture) S. 1677 Currency Reform and Financial Markets Access Act of 2007 (China market access) S. 2271 Sudan Accountability and Divestment Act of 2007 (divestiture) S. 2452 Home Ownership Preservation and Protection Act of 2007 (subprime assignee liability) H.R. 180 Darfur Accountability and Divestment Act (divestiture) H.R. 964 Securely Protect Yourself Against Cyber Trespass (SPY) Act (data security)
401(k) Fair Disclosure for Retirement Security Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 2473 Defined Contribution Fee Disclosure Act of 2007 H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007
Defined Contribution Plan Fee Transparency Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 2473 Defined Contribution Fee Disclosure Act of 2007 H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007
Tax Increase Prevention Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 6 Energy Independence and Security Act of 2007 (cost basis reporting) H.R. 3996 Tax Increase Prevention Act of 2007 (cost basis reporting, flow-through) H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 (taxation of capital gains distributions) S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 (taxation of capital gains distributions) H.R. 2205 Retirement Security for Life Act of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs) H.R. 878 Simplification Through Additional Reporting Tax Act of 2007 (cost basis reporting) S. 601 Simplification Through Additional Reporting Tax Act of 2007 (cost basis reporting)
To amend the Internal Revenue Code of 1986 with respect to the treatment of prepaid derivative contracts.
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 6 Energy Independence and Security Act of 2007 (cost basis reporting) H.R. 3996 Tax Increase Prevention Act of 2007 (cost basis reporting, flow-through) H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 (taxation of capital gains distributions) S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 (taxation of capital gains distributions) H.R. 2205 Retirement Security for Life Act of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs) H.R. 878 Simplification Through Additional Reporting Tax Act of 2007 (cost basis reporting) S. 601 Simplification Through Additional Reporting Tax Act of 2007 (cost basis reporting)
Simplification Through Additional Reporting Tax Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 6 Energy Independence and Security Act of 2007 (cost basis reporting) H.R. 3996 Tax Increase Prevention Act of 2007 (cost basis reporting, flow-through) H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 (taxation of capital gains distributions) S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 (taxation of capital gains distributions) H.R. 2205 Retirement Security for Life Act of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs) H.R. 878 Simplification Through Additional Reporting Tax Act of 2007 (cost basis reporting) S. 601 Simplification Through Additional Reporting Tax Act of 2007 (cost basis reporting)
Simplification Through Additional Reporting Tax Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 601 Simplification Through Additional Reporting Tax Act of 2007, provisions related to cost basis reporting H.R. 2312 To make permanent the individual tax rates for capital gains and dividends S. 502 To repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends at capital gains rates Issues related to Exchange Traded Notes H.R. 878 Simplification Through Additional Reporting Tax Act of 2007, provisions related to cost basis reporting H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007, provisions related to taxation of capital gains distributions
H.R. 1171 Money Market Fund Parity Act of 2007 (mutual fund competitiveness) H.R. 1257 Shareholder Vote on Executive Compensation Act (proxy vote disclosure) H.R. 2347 Iran Sanctions Enabling Act of 2007 (divestiture) H.R. 3046 Social Security Number Privacy and Identity Theft Prevention Act of 2007 (privacy) H.R. 3915 Mortgage Reform and Anti-Predatory Lending Act of 2007 (subprime assignee liability) H. Res. 552 China Market Access Resolution S. 831 Sudan Divestment Authorization Act of 2007 (divestiture) S. 1563 Sudan Disclosure and Enforcement Act of 2007 (divestiture) S. 1677 Currency Reform and Financial Markets Access Act of 2007 (China market access) S. 2271 Sudan Accountability and Divestment Act of 2007 (divestiture) S. 2452 Home Ownership Preservation and Protection Act of 2007 (subprime assignee liability) H.R. 180 Darfur Accountability and Divestment Act (divestiture) H.R. 964 Securely Protect Yourself Against Cyber Trespass (SPY) Act (data security)
H.R. 275 Global Online Freedom Act of 2007 H.R. 1171 Money Market Fund Parity Acto of 2007 (mutual fund competitiveness) H.R. 1257 Shareholder Vote on Executive Compensation Act (proxy vote disclosure) H.R. 3225 Mutual Fund Fee Reform Act (12b-1 fees) H.R. 3997 Emergency Economic Stabilization Act of 2008 (Troubled Assets) H.R. 6308 Municipal Bond Fairness Act H.R. 6333 Municipal Bond Market support Act of 2008 H.R. 6377 Energy Markets Emergency Act of 2008 H.R. 6604 Commodity Markets Transparency and Accountability Act of 2008 H.R. 6796 VULTURE Funds Act S. 2136 Helping Families Save Their homes in Bankruptcy Act of 2007 (subprime) S. 3130 Increasing Transparency and ACcountability in Oil Prices Act of 2008 S. 3268 Stop Excessive Energy Speculation Act of 2008 Commodity Index Funds (Lieberman) U.S. Capital Markets Competitiveness Financial Regulatory Structure Modernization (Treasury Blueprint) Closed-End Funds / AMPS Money Market Mutual Fund Guaranty Plan
H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 H.R. 2205 Retirement Security for Life Act of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs) H.R. 3221 American housing Rescue and Foreclosure Prevention Act of 2008 (Cost Basis) S. 3125 Energy Independence and Tax Relief Act of 2008 (Flow-Through) S. 3335 Jobs, Energy, Families, and Disaster Relief Act of 2008 (Flow-Through, Cost Basis) S. 3478 Energy Independence and Investment Act of 2008 (Cost Basis) H.R. 6049 Energy and Tax Extenders Act of 2008 (Flow-Through, Cost Basis) H.R. 7060 Renewable Energy and Job Creation Tax Act of 2008 (flow-Through, Cost Basis) H.R. 7201 Energy Improvement and Extension Act of 2008 (Cost Basis) H.R. 7202 Temporary Tax Relief Act of 2008 (Flow-Through)
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2008 · second_quarter · Q2
H.R. 1171 Money Market Fund Parity Act of 2007 (mutual fund competitiveness) H.R. 1257 Shareholder Vote on Executive Compensation Act (proxy vote disclosure) H.R. 3225 Mutual Fund Fee Reform Act (12b-1 fees) H.R. 275 The Global Online Freedom Act H.R. 3609 Emergency Home Ownership and Mortgage Equity Protection Act of 2007 (subprime) H.R. 3915 Mortgage Reform and Anti-Predatory Lending Act of 2007 (subprime) H.R. 5579 Emergency Mortgage Loan Modification Act of 2008 (subprime) H.R. 6308 Municipal Bond Fairness Act H.R. 6330 Prevent Unfair Manipulation of Prices (PUMP) Act H.R. 6333 The "Municipal Bond Support Act of 2008" H.R. 6377 Energy Markets Emergency Act of 2008 S. 2136 Helping Families Save Their Homes in Bankruptcy Act of 2007 (subprime) S. 2452 Home Ownership Preservation and Protection Act of 2007 (subprime) S. 3130 Increasing Transparency and Accountability in Oil Prices Act Commodity Index Funds (Lieberman) U.S. Capital Markets Competitiveness Financial Regulatory Structure Modernization (Treasury Blueprint) Vulture Funds Closed-End Funds / AMPS
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (auto IRA) H.R. 3361 Pension Protection Technical Corrections Act of 2007 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure)
H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 H.R. 2205 Retirement Security for Life ACt of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 3221 American Housing Rescue and Foreclosure Prevention Act of 2008 (Cost Basis Reporting) H.R. 5720 Housing Assistance Tax Act of 2008 (Cost Basis Reporting) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs) H.R. 6049 Energy and Tax Extenders Act of 2008 (Flow-Through) S. 3125 Energy Independence and Tax Relief Act of 2008 (Flow-Through) H.R. 6081 Heros Earnings Assistance and Relief Tax Act (Penalty-Free IRA Withdrawals)
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2008 · first_quarter · Q1
H.R. 878 Simplificiation Through Additional Reporting Tax Act of 2007 (cost basis reporting) S. 601 Simplification Through Additional Reporting Tax Act of 2007 (cost basis reporting) H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Acto of 2007 S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 H.R. 2205 Retirement Security for Life Act of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs)
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (auto IRA) H.R. 3361 Pension Protection Technical Corrections Actof 2007 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Actof 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure)
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2007 · year_end · YY
H.R. 6 Energy Independence and Security Act of 2007 (cost basis reporting) H.R. 3996 Tax Increase Prevention Act of 2007 (cost basis reporting, flow-through) H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 (taxation of capital gains distributions) S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 (taxation of capital gains distributions) H.R. 2205 Retirement Security for Life Act of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs) H.R. 878 Simplification Through Additional Reporting Tax Act of 2007 (cost basis reporting) S. 601 Simplification Through Additional Reporting Tax Act of 2007 (cost basis reporting)
H.R. 1171 Money Market Fund Parity Act of 2007 (mutual fund competitiveness) H.R. 1257 Shareholder Vote on Executive Compensation Act (proxy vote disclosure) H.R. 2347 Iran Sanctions Enabling Act of 2007 (divestiture) H.R. 3046 Social Security Number Privacy and Identity Theft Prevention Act of 2007 (privacy) H.R. 3915 Mortgage Reform and Anti-Predatory Lending Act of 2007 (subprime assignee liability) H. Res. 552 China Market Access Resolution S. 831 Sudan Divestment Authorization Act of 2007 (divestiture) S. 1563 Sudan Disclosure and Enforcement Act of 2007 (divestiture) S. 1677 Currency Reform and Financial Markets Access Act of 2007 (China market access) S. 2271 Sudan Accountability and Divestment Act of 2007 (divestiture) S. 2452 Home Ownership Preservation and Protection Act of 2007 (subprime assignee liability) H.R. 180 Darfur Accountability and Divestment Act (divestiture) H.R. 964 Securely Protect Yourself Against Cyber Trespass (SPY) Act (data security)
S. 2473 Defined Contribution Fee Disclosure Act of 2007 H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2007 · mid_year · MM
H.R. 1257 Shareholder Vote on Executive Compensation Act, provisions related to proxy vote disclosure H.R. 1289 Community Reinvestment Modernization Act of 2007, provisions related to applying CRA to securities H.R. 2347 Iran Sanctions Enabling Act of 2007, provistions related to divestiture H.J. Res. 20 FY 2007 Continuing Appropriations Act, provisions related to U.S. capital markets competitiveness S. 4 Improving America's Security Act of 2007, provisions related to critical infrastructure S. 761 America Competes Act, provisions related to U.S. capital markets competitiveness S. 831 Sudan Divestment Authorization Act of 2007, provisions related to divestiture S. 1260 Data Security Act of 2007, provisions related to data security S. 1563 Sudan Disclosure and Enforcement Act of 2007, provisions related to divestiture S. 1677 Currency Reform and Financial Markets Access Act of 2007, provisions related to China market access H.R. 180 Darfur Accountability and Divestment Act, provisions related to divestiture H.R. 964 Securely Protect Yourself Against Cyber Trespass (SPY) Act, provisions related to data security H.R. 1171 Money Market Fund Parity Act of 2007, provisions related to mutual fund competitiveness
S. 601 Simplification Through Additional Reporting Tax Act of 2007, provisions related to cost basis reporting H.R. 2312 To make permanent the individual tax rates for capital gains and dividends S. 502 To repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends at capital gains rates Issues related to Exchange Traded Notes H.R. 878 Simplification Through Additional Reporting Tax Act of 2007, provisions related to cost basis reporting H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007, provisions related to taxation of capital gains distributions
H.R. 2829 FY 2008 Financial Services and General Government Appropriations Act (SEC Funding)
Issues related to 401(k) fees Issues related to Default Investment, regulations proposed by Department of Labor pursuant to PPA regarding default investments
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2006 · year_end · YY
H.R. 4 Pension Protection Act of 2006, provisions related to investment advice, 401(k) auto enrollment, EGTRRA permanency H.R. 2830 Pension Protection Act of 2005, provisions related to investment advice, 401(k) auto enrollment, EGTRRA permanency
H.R. 5405/S. 2824 Competitive and Open Markets that Protect and Enhance the Treatment of Entrepreneurs Act , provisions realted to SOX section 404 Issues related to Tax Reporting for Exempt Interest Dividends
H.R. 5672 FY 2007 Science, State, Justice, and Commerce Appropriations Ace, provisions related to SEC funding
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2005 · year_end · YY
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2005 · mid_year · MM
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2004 · year_end · YY
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2003 · mid_year · MM
Filing targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE, Transportation, Dept of (DOT), Treasury, Dept of
H.R. 2121/S. 1740 Generating Retirement Ownsership Through Long-Term Holdings Act of 2005, provisions related to mutual fund capital gain distribution H.R. 5367/S. 2414 Simplification Through Additional Reporting Tax Act of 2006, provisions realted to cost basis reporting H.R. 3912 Flexible Retirement Security for Life Act of 2005, provisions related to annuities H.R. 6057 Indexing of Capital Gains H.R. 819/S. 381 Retirement Security for Life Act of 2005, provisions related to annuities H.R. 1956/S. 2721 Business Activity Tax Simplification Act, provisions related to physical presence standard
H.R. 1461 Federal Housing Finance Reform Act of 2005, provisions related to GSEs H.R. 3997 Financial Data Protection Act of 2005, provisions related to data security H.R. 4127 Data Accountability and Trust Act, provisions related to data security H.R. 4618 Compliance, Examinations, and Inspections Restructuring Act of 2005, provisions related to SEC authority H.R. 5318 Cyber-Security Enhancement and Consumer Data Protection Act of 2006, provisions related to data security H.R. 5337 Reform of National Security Reviews of Foreign Direct Investments Act, provisions related to CFIUS H.R. 5491 Securities Litigiation Attorney Accountability and Transparency Act, provisions related to securities class actions H.R. 5712 Securities and Exchange Commission Authority Restoration Act of 2006, provisions related to hedge fund investment adviser registration H.R. 6079 Hedge Fund Study Act, provisions related to hedge fund regulation S. 190 Federal Housing Enterprise Regulatory Reform Act of 2005, provisions related to GSEs S. 418/H.R.458 Military Personnel FInancial Services Protection Act, provisions related to contractual plans S. 687 SPY BLOCK Act, provisions related to data security S. 1326 Notification of Rick to Personal Data Act, provisions related to data security S. 1608 U.S. SAFE WEB Act of 2005, provisions related to data security S. 1789 Personal Data Privacy and Security Act of 2005, provisions related to data security S. 2856 Financial Services Regulatory Relief Act, provisions related to model privacy forum S. 3568 Data Security Act of 2006, provisions related to data security S. 3850/ H.R. 2990 Credit Rating Agency Reform Act of 2006, provisions related to NRSROs H.R. 282 Iran Freedom Support Act, provisions related to disclosure of mutual fund investments in Iran H.R. 436/S. 1396 Increased Capital Access for Growing Business Act, provisions related to business development companies
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of