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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.
Great American Healthcare Act
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2891 - IRA Charitable Rollover Facilitation and Enhancement Act; entire bill H.R. 6084 - ERISA Litigation Reform Act; entire bill H.R. 6324 - Retirement Simplification and Clarity Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill H.R. 6722 - Automatic IRA Act of 2025; entire bill H.R. 7556 - Pensions for All Act; entire bill H.R. 9568 - Helping Undergraduate Students Thrive with Long-Term Earnings Act (HUSTLE Act); entire bill H.R. 10015 - Great American Healthcare Act; entire bill H.R. 10039 - Simplifying Modern Access to Retirement Tools for Savings Act (SMART); entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 3378 - Helping Undergraduate Students Thrive with Long-Term Earnings Act (HUSTLE Act); entire bill S. 3975 - IRA Charitable rollover Facilitation and Enhancement Act; entire bill S. 5156 - Retirement Simplification and Clarity Act; entire bill S. 5204 - Simplifying Modern Access to Retirement Tools for Savings Act (SMART); entire bill Not Yet Introduced: issues related to Trump Accounts and TrumpIRA.gov
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
AMERIPRISE FINANCIAL, INC. via AMERIPRISE FINANCIAL, INC.
2026 · third_quarter · Q3
H.R. 1320 - To ensure that the provision of portable benefits to an individual is not considered in determining whether such individual is an employee of a person; entire bill S. 2210 - Unlocking Benefits for independent Workers Act; entire bill S. 2228 - Modern Worker Empowerment Act; entire bill S. 4010 - 21st Century Worker Act; entire bill
H.R. 2089 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill H.R. 2547 - Secure Family Futures Act; entire bill H.R. 9813 - To amend the Internal Revenue Code of 1986 to impose limitations on high-income taxpayers with large retirement account balances; entire bill S. 1335 - Secure Family Futures Act; entire bill S. 1839 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill S. 4279 - Protecting Proper Life Insurance from Abuse Act; entire bill S. 5040 - A bill to amend the Internal Revenue Code of 1986 to impose limitations on high-income taxpayers with large retirement account balances; entire bill
Source: Senate LDA
SMART Savings Act of 2026
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2891 - IRA Charitable Rollover Facilitation and Enhancement Act; entire bill H.R. 6084 - ERISA Litigation Reform Act; entire bill H.R. 6324 - Retirement Simplification and Clarity Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill H.R. 6722 - Automatic IRA Act of 2025; entire bill H.R. 7556 - Pensions for All Act; entire bill H.R. 9568 - Helping Undergraduate Students Thrive with Long-Term Earnings Act (HUSTLE Act); entire bill H.R. 10015 - Great American Healthcare Act; entire bill H.R. 10039 - Simplifying Modern Access to Retirement Tools for Savings Act (SMART); entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 3378 - Helping Undergraduate Students Thrive with Long-Term Earnings Act (HUSTLE Act); entire bill S. 3975 - IRA Charitable rollover Facilitation and Enhancement Act; entire bill S. 5156 - Retirement Simplification and Clarity Act; entire bill S. 5204 - Simplifying Modern Access to Retirement Tools for Savings Act (SMART); entire bill Not Yet Introduced: issues related to Trump Accounts and TrumpIRA.gov
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2891 - IRA Charitable Rollover Facilitation and Enhancement Act; entire bill H.R. 6084 - ERISA Litigation Reform Act; entire bill H.R. 6324 - Retirement Simplification and Clarity Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill H.R. 6722 - Automatic IRA Act of 2025; entire bill H.R. 7556 - Pensions for All Act; entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 3975 - IRA Charitable rollover Facilitation and Enhancement Act; entire bill Not Yet Introduced: Excise taxes on Individual Retirement Accounts
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2891 - IRA Charitable Rollover Facilitation and Enhancement Act; entire bill H.R. 6084 - ERISA Litigation Reform Act; entire bill H.R. 6324 - Retirement Simplification and Clarity Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill H.R. 6722 - Automatic IRA Act of 2025; entire bill H.R. 7556 - Pensions for All Act; entire bill H.R. 9568 - Helping Undergraduate Students Thrive with Long-Term Earnings Act (HUSTLE Act); entire bill H.R. 10015 - Great American Healthcare Act; entire bill H.R. 10039 - Simplifying Modern Access to Retirement Tools for Savings Act (SMART); entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 3378 - Helping Undergraduate Students Thrive with Long-Term Earnings Act (HUSTLE Act); entire bill S. 3975 - IRA Charitable rollover Facilitation and Enhancement Act; entire bill S. 5156 - Retirement Simplification and Clarity Act; entire bill S. 5204 - Simplifying Modern Access to Retirement Tools for Savings Act (SMART); entire bill Not Yet Introduced: issues related to Trump Accounts and TrumpIRA.gov
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2891 - IRA Charitable Rollover Facilitation and Enhancement Act; entire bill H.R. 6084 - ERISA Litigation Reform Act; entire bill H.R. 6324 - Retirement Simplification and Clarity Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill H.R. 6722 - Automatic IRA Act of 2025; entire bill H.R. 7556 - Pensions for All Act; entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 3975 - IRA Charitable rollover Facilitation and Enhancement Act; entire bill Not Yet Introduced: Excise taxes on Individual Retirement Accounts
Modern Worker Security Act
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1320 - To ensure that the provision of portable benefits to an individual is not considered in determining whether such individual is an employee of a person; entire bill S. 2210 - Unlocking Benefits for independent Workers Act; entire bill S. 2228 - Modern Worker Empowerment Act; entire bill S. 4010 - 21st Century Worker Act; entire bill
Modern Worker Security Act
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 20 - Richard L. Trumka Protecting the Right to Organize (PRO) Act; entire bill H.R. 1319 - To amend the Fair Labor Standards Act of 1938 and National Labor Relations Act to clarify the standard for determining whether an individual is an employee and for other purposes; entire bill H.R. 1320 - To ensure that the provision of portable benefits to an individual is not considered in determining whether such individual is an employee of a person; entire bill S. 852 - Richard L. Trumka Protecting the Right to Organize (PRO) Act; entire bill S. 2210 - Unlocking Benefits for independent Workers Act; entire bill S. 2228 - Modern Worker Empowerment Act; entire bill S. 4010 - 21st Century Worker Act; entire bill
Modern Worker Security Act
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 20 - Richard L. Trumka Protecting the Right to Organize (PRO) Act; entire bill H.R. 1319 - To amend the Fair Labor Standards Act of 1938 and National Labor Relations Act to clarify the standard for determining whether an individual is an employee and for other purposes; entire bill H.R. 1320 - To ensure that the provision of portable benefits to an individual is not considered in determining whether such individual is an employee of a person; entire bill S. 852 - Richard L. Trumka Protecting the Right to Organize (PRO) Act; entire bill S. 2210 - Unlocking Benefits for independent Workers Act; entire bill S. 2228 - Modern Worker Empowerment Act; entire bill S. 4010 - 21st Century Worker Act; entire bill
Protecting Investors’ Personally Identifiable Information Act
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1483 - Protecting Investors Personally Identifiable Information Act; entire bill H.R. 2441 - Improving Disclosures for Investors Act; entire bill H.R. 2689 - Restoring Accountability in Market Supervision (RAMS) Act; entire bill H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 INVEST Act of 2025 (INVEST) H.R. 3633 - CLARITY Act of 2025 (entire bill) & Senate amendments to H.R. 3633 CLARITY Act of 2025 H.R. 7187 - Clarity for Compensation Act; entire bill H.R. 8338 - Safeguarding Americans Fairly Earned Retirement Act of 2026 (SAFER); entire bill H.R. 8398 - Guidelines for Use, Access, and Responsible Disclosure of Financial Data Act (GUARD); entire bill H.R. 8413 - Securing and Establishing Consumer Uniform Rights and Enforcement over Data Act (SECURE Data) Act; entire bill H.R. 9434 - Reviewing the Expansion of Government Act of 2026 (REG Act) of 2026; entire bill H.R. 9574 - Informed Investor Access Act; entire bill S. 658 - Protecting Investors Personally Identifiable Information Act; entire bill S. 1877 - Improving Disclosures for Investors Act; entire bill S. 3671 - Increasing Investor Opportunities Act; entire bill S. 4784 - National Defense Authorization (NDAA); Section 815, Corporate capital distribution policies, including share repurchases and dividends restrictions Not Yet Introduced: issues related to Health Savings Accounts
Protecting Investors’ Personally Identifiable Information Act
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1483 - Protecting Investors Personally Identifiable Information Act H.R. 1777 - Secure Notarization Act of 2025; entire bill H.R. 2441 - Improving Disclosures for Investors Act; entire bill H.R. 2689 - Restoring Accountability in Market Supervision (RAMS) Act; entire bill H.R. 3383 - Increasing Investor Opportunities Act; entire bill H.R. 3633 - CLARITY Act of 2025 (entire bill) & Senate amendments to H.R. 3633 CLARITY Act of 2025 H.R. 7187 - Clarity for Compensation Act; entire bill H.R. 8338 - Safeguarding Americans Fairly Earned Retirement Act of 2026 (SAFER); entire bill H.R. 8398 - Guidelines for Use, Access, and Responsible Disclosure of Financial Data Act (GUARD); entire bill H.R. 8413 - SECURE Data Act; entire bill H.R. 9434 - Reviewing the Expansion of Government Act of 2026 (REG Act) of 2026; entire bill S. 1561 - Secure Notarization Act of 2025; entire bill S. 1877 - Improving Disclosures for Investors Act; entire bill S. 4784 - National Defense Authorization (NDAA); Section 815, Corporate capital distribution policies, including share repurchases and dividends restrictions Not Yet Introduced: issues related to Health Savings Accounts Not Yet Introduced: Informed Investor Access Act (Downing); entire bill
SECURE Notarization Act of 2025
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1483 - Protecting Investors Personally Identifiable Information Act H.R. 1777 - Secure Notarization Act of 2025; entire bill H.R. 2441 - Improving Disclosures for Investors Act; entire bill H.R. 2689 - Restoring Accountability in Market Supervision (RAMS) Act; entire bill H.R. 3383 - Increasing Investor Opportunities Act; entire bill H.R. 3633 - CLARITY Act of 2025 (entire bill) & Senate amendments to H.R. 3633 CLARITY Act of 2025 H.R. 7187 - Clarity for Compensation Act; entire bill H.R. 8338 - Safeguarding Americans Fairly Earned Retirement Act of 2026 (SAFER); entire bill H.R. 8398 - Guidelines for Use, Access, and Responsible Disclosure of Financial Data Act (GUARD); entire bill H.R. 8413 - SECURE Data Act; entire bill H.R. 9434 - Reviewing the Expansion of Government Act of 2026 (REG Act) of 2026; entire bill S. 1561 - Secure Notarization Act of 2025; entire bill S. 1877 - Improving Disclosures for Investors Act; entire bill S. 4784 - National Defense Authorization (NDAA); Section 815, Corporate capital distribution policies, including share repurchases and dividends restrictions Not Yet Introduced: issues related to Health Savings Accounts Not Yet Introduced: Informed Investor Access Act (Downing); entire bill
SECURE Notarization Act of 2025
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1777 - Secure Notarization Act of 2025; entire bill H.R. 2441 - Improving Disclosures for Investors Act; entire bill H.R. 2689 - Restoring Accountability in Market Supervision (RAMS) Act; entire bill H.R. 3383 - Increasing Investor Opportunities Act; entire bill H.R. 3633 - CLARITY Act of 2025 & Senate amendments to H.R. 3633 CLARITY Act of 2025 S. 1561- Secure Notarization Act of 2025; entire bill S. 1877 - Improving Disclosures for Investors Act; entire bill Not Yet Introduced: Data privacy legislation Not Yet Introduced: issues related to Health Savings Accounts Not Yet Introduced: issues related to escheatment
Richard L. Trumka Protecting the Right to Organize Act of 2025
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 20 - Richard L. Trumka Protecting the Right to Organize (PRO) Act; entire bill H.R. 1319 - To amend the Fair Labor Standards Act of 1938 and National Labor Relations Act to clarify the standard for determining whether an individual is an employee and for other purposes; entire bill H.R. 1320 - To ensure that the provision of portable benefits to an individual is not considered in determining whether such individual is an employee of a person; entire bill S. 852 - Richard L. Trumka Protecting the Right to Organize (PRO) Act; entire bill S. 2210 - Unlocking Benefits for independent Workers Act; entire bill S. 2228 - Modern Worker Empowerment Act; entire bill S. 4010 - 21st Century Worker Act; entire bill
Richard L. Trumka Protecting the Right to Organize Act of 2025
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 20 - Richard L. Trumka Protecting the Right to Organize (PRO) Act; entire bill H.R. 1319 - To amend the Fair Labor Standards Act of 1938 and National Labor Relations Act to clarify the standard for determining whether an individual is an employee and for other purposes; entire bill H.R. 1320 - To ensure that the provision of portable benefits to an individual is not considered in determining whether such individual is an employee of a person; entire bill S. 852 - Richard L. Trumka Protecting the Right to Organize (PRO) Act; entire bill S. 2210 - Unlocking Benefits for independent Workers Act; entire bill S. 2228 - Modern Worker Empowerment Act; entire bill S. 4010 - 21st Century Worker Act; entire bill
Generating Retirement Ownership through Long-Term Holding
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 2089 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill H.R. 2547 - Secure Family Futures Act; entire bill S. 1335 - Secure Family Futures Act; entire bill S. 1839 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill
Generating Retirement Ownership through Long-Term Holding
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 2089 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill H.R. 2547 - Secure Family Futures Act; entire bill H.R. 9813 - To amend the Internal Revenue Code of 1986 to impose limitations on high-income taxpayers with large retirement account balances; entire bill S. 1335 - Secure Family Futures Act; entire bill S. 1839 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill S. 4279 - Protecting Proper Life Insurance from Abuse Act; entire bill S. 5040 - A bill to amend the Internal Revenue Code of 1986 to impose limitations on high-income taxpayers with large retirement account balances; entire bill
Generating Retirement Ownership through Long-Term Holding
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 2089 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill H.R. 2547 - Secure Family Futures Act; entire bill S. 1335 - Secure Family Futures Act; entire bill S. 1839 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill
Improving Disclosure for Investors Act of 2025
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1483 - Protecting Investors Personally Identifiable Information Act; entire bill H.R. 2441 - Improving Disclosures for Investors Act; entire bill H.R. 2689 - Restoring Accountability in Market Supervision (RAMS) Act; entire bill H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 INVEST Act of 2025 (INVEST) H.R. 3633 - CLARITY Act of 2025 (entire bill) & Senate amendments to H.R. 3633 CLARITY Act of 2025 H.R. 7187 - Clarity for Compensation Act; entire bill H.R. 8338 - Safeguarding Americans Fairly Earned Retirement Act of 2026 (SAFER); entire bill H.R. 8398 - Guidelines for Use, Access, and Responsible Disclosure of Financial Data Act (GUARD); entire bill H.R. 8413 - Securing and Establishing Consumer Uniform Rights and Enforcement over Data Act (SECURE Data) Act; entire bill H.R. 9434 - Reviewing the Expansion of Government Act of 2026 (REG Act) of 2026; entire bill H.R. 9574 - Informed Investor Access Act; entire bill S. 658 - Protecting Investors Personally Identifiable Information Act; entire bill S. 1877 - Improving Disclosures for Investors Act; entire bill S. 3671 - Increasing Investor Opportunities Act; entire bill S. 4784 - National Defense Authorization (NDAA); Section 815, Corporate capital distribution policies, including share repurchases and dividends restrictions Not Yet Introduced: issues related to Health Savings Accounts
Improving Disclosure for Investors Act of 2025
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1483 - Protecting Investors Personally Identifiable Information Act H.R. 1777 - Secure Notarization Act of 2025; entire bill H.R. 2441 - Improving Disclosures for Investors Act; entire bill H.R. 2689 - Restoring Accountability in Market Supervision (RAMS) Act; entire bill H.R. 3383 - Increasing Investor Opportunities Act; entire bill H.R. 3633 - CLARITY Act of 2025 (entire bill) & Senate amendments to H.R. 3633 CLARITY Act of 2025 H.R. 7187 - Clarity for Compensation Act; entire bill H.R. 8338 - Safeguarding Americans Fairly Earned Retirement Act of 2026 (SAFER); entire bill H.R. 8398 - Guidelines for Use, Access, and Responsible Disclosure of Financial Data Act (GUARD); entire bill H.R. 8413 - SECURE Data Act; entire bill H.R. 9434 - Reviewing the Expansion of Government Act of 2026 (REG Act) of 2026; entire bill S. 1561 - Secure Notarization Act of 2025; entire bill S. 1877 - Improving Disclosures for Investors Act; entire bill S. 4784 - National Defense Authorization (NDAA); Section 815, Corporate capital distribution policies, including share repurchases and dividends restrictions Not Yet Introduced: issues related to Health Savings Accounts Not Yet Introduced: Informed Investor Access Act (Downing); entire bill
Improving Disclosure for Investors Act of 2025
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1777 - Secure Notarization Act of 2025; entire bill H.R. 2441 - Improving Disclosures for Investors Act; entire bill H.R. 2689 - Restoring Accountability in Market Supervision (RAMS) Act; entire bill H.R. 3383 - Increasing Investor Opportunities Act; entire bill H.R. 3633 - CLARITY Act of 2025 & Senate amendments to H.R. 3633 CLARITY Act of 2025 S. 1561- Secure Notarization Act of 2025; entire bill S. 1877 - Improving Disclosures for Investors Act; entire bill Not Yet Introduced: Data privacy legislation Not Yet Introduced: issues related to Health Savings Accounts Not Yet Introduced: issues related to escheatment
Financial Freedom Act of 2025
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2891 - IRA Charitable Rollover Facilitation and Enhancement Act; entire bill H.R. 6084 - ERISA Litigation Reform Act; entire bill H.R. 6324 - Retirement Simplification and Clarity Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill H.R. 6722 - Automatic IRA Act of 2025; entire bill H.R. 7556 - Pensions for All Act; entire bill H.R. 9568 - Helping Undergraduate Students Thrive with Long-Term Earnings Act (HUSTLE Act); entire bill H.R. 10015 - Great American Healthcare Act; entire bill H.R. 10039 - Simplifying Modern Access to Retirement Tools for Savings Act (SMART); entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 3378 - Helping Undergraduate Students Thrive with Long-Term Earnings Act (HUSTLE Act); entire bill S. 3975 - IRA Charitable rollover Facilitation and Enhancement Act; entire bill S. 5156 - Retirement Simplification and Clarity Act; entire bill S. 5204 - Simplifying Modern Access to Retirement Tools for Savings Act (SMART); entire bill Not Yet Introduced: issues related to Trump Accounts and TrumpIRA.gov
Financial Freedom Act of 2025
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2891 - IRA Charitable Rollover Facilitation and Enhancement Act; entire bill H.R. 6084 - ERISA Litigation Reform Act; entire bill H.R. 6324 - Retirement Simplification and Clarity Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill H.R. 6722 - Automatic IRA Act of 2025; entire bill H.R. 7556 - Pensions for All Act; entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 3975 - IRA Charitable rollover Facilitation and Enhancement Act; entire bill Not Yet Introduced: Excise taxes on Individual Retirement Accounts
Financial Freedom Act of 2025
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2891 - IRA Charitable Rollover Facilitation and Enhancement Act; entire bill H.R. 6084 - ERISA Litigation Reform Act; entire bill H.R. 6324 - Retirement Simplification and Clarity Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill H.R. 6722 - Automatic IRA Act of 2025; entire bill H.R. 7556 - Pensions for All Act; entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 3975 - IRA Charitable rollover Facilitation and Enhancement Act; entire bill Not Yet Introduced: Excise taxes on Individual Retirement Accounts
Secure Family Futures Act of 2025
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 2089 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill H.R. 2547 - Secure Family Futures Act; entire bill S. 1335 - Secure Family Futures Act; entire bill S. 1839 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill
Secure Family Futures Act of 2025
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 2089 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill H.R. 2547 - Secure Family Futures Act; entire bill H.R. 9813 - To amend the Internal Revenue Code of 1986 to impose limitations on high-income taxpayers with large retirement account balances; entire bill S. 1335 - Secure Family Futures Act; entire bill S. 1839 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill S. 4279 - Protecting Proper Life Insurance from Abuse Act; entire bill S. 5040 - A bill to amend the Internal Revenue Code of 1986 to impose limitations on high-income taxpayers with large retirement account balances; entire bill
Secure Family Futures Act of 2025
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 2089 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill H.R. 2547 - Secure Family Futures Act; entire bill S. 1335 - Secure Family Futures Act; entire bill S. 1839 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill
To amend the Securities Exchange Act of 1934 to transfer authorities and duties of registered national securities associations to the Securities and Exchange Commission.
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1483 - Protecting Investors Personally Identifiable Information Act; entire bill H.R. 2441 - Improving Disclosures for Investors Act; entire bill H.R. 2689 - Restoring Accountability in Market Supervision (RAMS) Act; entire bill H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 INVEST Act of 2025 (INVEST) H.R. 3633 - CLARITY Act of 2025 (entire bill) & Senate amendments to H.R. 3633 CLARITY Act of 2025 H.R. 7187 - Clarity for Compensation Act; entire bill H.R. 8338 - Safeguarding Americans Fairly Earned Retirement Act of 2026 (SAFER); entire bill H.R. 8398 - Guidelines for Use, Access, and Responsible Disclosure of Financial Data Act (GUARD); entire bill H.R. 8413 - Securing and Establishing Consumer Uniform Rights and Enforcement over Data Act (SECURE Data) Act; entire bill H.R. 9434 - Reviewing the Expansion of Government Act of 2026 (REG Act) of 2026; entire bill H.R. 9574 - Informed Investor Access Act; entire bill S. 658 - Protecting Investors Personally Identifiable Information Act; entire bill S. 1877 - Improving Disclosures for Investors Act; entire bill S. 3671 - Increasing Investor Opportunities Act; entire bill S. 4784 - National Defense Authorization (NDAA); Section 815, Corporate capital distribution policies, including share repurchases and dividends restrictions Not Yet Introduced: issues related to Health Savings Accounts
To amend the Securities Exchange Act of 1934 to transfer authorities and duties of registered national securities associations to the Securities and Exchange Commission.
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1483 - Protecting Investors Personally Identifiable Information Act H.R. 1777 - Secure Notarization Act of 2025; entire bill H.R. 2441 - Improving Disclosures for Investors Act; entire bill H.R. 2689 - Restoring Accountability in Market Supervision (RAMS) Act; entire bill H.R. 3383 - Increasing Investor Opportunities Act; entire bill H.R. 3633 - CLARITY Act of 2025 (entire bill) & Senate amendments to H.R. 3633 CLARITY Act of 2025 H.R. 7187 - Clarity for Compensation Act; entire bill H.R. 8338 - Safeguarding Americans Fairly Earned Retirement Act of 2026 (SAFER); entire bill H.R. 8398 - Guidelines for Use, Access, and Responsible Disclosure of Financial Data Act (GUARD); entire bill H.R. 8413 - SECURE Data Act; entire bill H.R. 9434 - Reviewing the Expansion of Government Act of 2026 (REG Act) of 2026; entire bill S. 1561 - Secure Notarization Act of 2025; entire bill S. 1877 - Improving Disclosures for Investors Act; entire bill S. 4784 - National Defense Authorization (NDAA); Section 815, Corporate capital distribution policies, including share repurchases and dividends restrictions Not Yet Introduced: issues related to Health Savings Accounts Not Yet Introduced: Informed Investor Access Act (Downing); entire bill
To amend the Securities Exchange Act of 1934 to transfer authorities and duties of registered national securities associations to the Securities and Exchange Commission.
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1777 - Secure Notarization Act of 2025; entire bill H.R. 2441 - Improving Disclosures for Investors Act; entire bill H.R. 2689 - Restoring Accountability in Market Supervision (RAMS) Act; entire bill H.R. 3383 - Increasing Investor Opportunities Act; entire bill H.R. 3633 - CLARITY Act of 2025 & Senate amendments to H.R. 3633 CLARITY Act of 2025 S. 1561- Secure Notarization Act of 2025; entire bill S. 1877 - Improving Disclosures for Investors Act; entire bill Not Yet Introduced: Data privacy legislation Not Yet Introduced: issues related to Health Savings Accounts Not Yet Introduced: issues related to escheatment
Retirement Savings for Americans Act of 2025
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2891 - IRA Charitable Rollover Facilitation and Enhancement Act; entire bill H.R. 6084 - ERISA Litigation Reform Act; entire bill H.R. 6324 - Retirement Simplification and Clarity Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill H.R. 6722 - Automatic IRA Act of 2025; entire bill H.R. 7556 - Pensions for All Act; entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 3975 - IRA Charitable rollover Facilitation and Enhancement Act; entire bill Not Yet Introduced: Excise taxes on Individual Retirement Accounts
Retirement Savings for Americans Act of 2025
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2891 - IRA Charitable Rollover Facilitation and Enhancement Act; entire bill H.R. 6084 - ERISA Litigation Reform Act; entire bill H.R. 6324 - Retirement Simplification and Clarity Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill H.R. 6722 - Automatic IRA Act of 2025; entire bill H.R. 7556 - Pensions for All Act; entire bill H.R. 9568 - Helping Undergraduate Students Thrive with Long-Term Earnings Act (HUSTLE Act); entire bill H.R. 10015 - Great American Healthcare Act; entire bill H.R. 10039 - Simplifying Modern Access to Retirement Tools for Savings Act (SMART); entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 3378 - Helping Undergraduate Students Thrive with Long-Term Earnings Act (HUSTLE Act); entire bill S. 3975 - IRA Charitable rollover Facilitation and Enhancement Act; entire bill S. 5156 - Retirement Simplification and Clarity Act; entire bill S. 5204 - Simplifying Modern Access to Retirement Tools for Savings Act (SMART); entire bill Not Yet Introduced: issues related to Trump Accounts and TrumpIRA.gov
Retirement Savings for Americans Act of 2025
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2891 - IRA Charitable Rollover Facilitation and Enhancement Act; entire bill H.R. 6084 - ERISA Litigation Reform Act; entire bill H.R. 6324 - Retirement Simplification and Clarity Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill H.R. 6722 - Automatic IRA Act of 2025; entire bill H.R. 7556 - Pensions for All Act; entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 3975 - IRA Charitable rollover Facilitation and Enhancement Act; entire bill Not Yet Introduced: Excise taxes on Individual Retirement Accounts
IRA Charitable Rollover Facilitation and Enhancement Act of 2025
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2891 - IRA Charitable Rollover Facilitation and Enhancement Act; entire bill H.R. 6084 - ERISA Litigation Reform Act; entire bill H.R. 6324 - Retirement Simplification and Clarity Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill H.R. 6722 - Automatic IRA Act of 2025; entire bill H.R. 7556 - Pensions for All Act; entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 3975 - IRA Charitable rollover Facilitation and Enhancement Act; entire bill Not Yet Introduced: Excise taxes on Individual Retirement Accounts
IRA Charitable Rollover Facilitation and Enhancement Act of 2025
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2891 - IRA Charitable Rollover Facilitation and Enhancement Act; entire bill H.R. 6084 - ERISA Litigation Reform Act; entire bill H.R. 6324 - Retirement Simplification and Clarity Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill H.R. 6722 - Automatic IRA Act of 2025; entire bill H.R. 7556 - Pensions for All Act; entire bill H.R. 9568 - Helping Undergraduate Students Thrive with Long-Term Earnings Act (HUSTLE Act); entire bill H.R. 10015 - Great American Healthcare Act; entire bill H.R. 10039 - Simplifying Modern Access to Retirement Tools for Savings Act (SMART); entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 3378 - Helping Undergraduate Students Thrive with Long-Term Earnings Act (HUSTLE Act); entire bill S. 3975 - IRA Charitable rollover Facilitation and Enhancement Act; entire bill S. 5156 - Retirement Simplification and Clarity Act; entire bill S. 5204 - Simplifying Modern Access to Retirement Tools for Savings Act (SMART); entire bill Not Yet Introduced: issues related to Trump Accounts and TrumpIRA.gov
IRA Charitable Rollover Facilitation and Enhancement Act of 2025
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2891 - IRA Charitable Rollover Facilitation and Enhancement Act; entire bill H.R. 6084 - ERISA Litigation Reform Act; entire bill H.R. 6324 - Retirement Simplification and Clarity Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill H.R. 6722 - Automatic IRA Act of 2025; entire bill H.R. 7556 - Pensions for All Act; entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 3975 - IRA Charitable rollover Facilitation and Enhancement Act; entire bill Not Yet Introduced: Excise taxes on Individual Retirement Accounts
Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1483 - Protecting Investors Personally Identifiable Information Act; entire bill H.R. 2441 - Improving Disclosures for Investors Act; entire bill H.R. 2689 - Restoring Accountability in Market Supervision (RAMS) Act; entire bill H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 INVEST Act of 2025 (INVEST) H.R. 3633 - CLARITY Act of 2025 (entire bill) & Senate amendments to H.R. 3633 CLARITY Act of 2025 H.R. 7187 - Clarity for Compensation Act; entire bill H.R. 8338 - Safeguarding Americans Fairly Earned Retirement Act of 2026 (SAFER); entire bill H.R. 8398 - Guidelines for Use, Access, and Responsible Disclosure of Financial Data Act (GUARD); entire bill H.R. 8413 - Securing and Establishing Consumer Uniform Rights and Enforcement over Data Act (SECURE Data) Act; entire bill H.R. 9434 - Reviewing the Expansion of Government Act of 2026 (REG Act) of 2026; entire bill H.R. 9574 - Informed Investor Access Act; entire bill S. 658 - Protecting Investors Personally Identifiable Information Act; entire bill S. 1877 - Improving Disclosures for Investors Act; entire bill S. 3671 - Increasing Investor Opportunities Act; entire bill S. 4784 - National Defense Authorization (NDAA); Section 815, Corporate capital distribution policies, including share repurchases and dividends restrictions Not Yet Introduced: issues related to Health Savings Accounts
Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1777 - Secure Notarization Act of 2025; entire bill H.R. 2441 - Improving Disclosures for Investors Act; entire bill H.R. 2689 - Restoring Accountability in Market Supervision (RAMS) Act; entire bill H.R. 3383 - Increasing Investor Opportunities Act; entire bill H.R. 3633 - CLARITY Act of 2025 & Senate amendments to H.R. 3633 CLARITY Act of 2025 S. 1561- Secure Notarization Act of 2025; entire bill S. 1877 - Improving Disclosures for Investors Act; entire bill Not Yet Introduced: Data privacy legislation Not Yet Introduced: issues related to Health Savings Accounts Not Yet Introduced: issues related to escheatment
Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1483 - Protecting Investors Personally Identifiable Information Act H.R. 1777 - Secure Notarization Act of 2025; entire bill H.R. 2441 - Improving Disclosures for Investors Act; entire bill H.R. 2689 - Restoring Accountability in Market Supervision (RAMS) Act; entire bill H.R. 3383 - Increasing Investor Opportunities Act; entire bill H.R. 3633 - CLARITY Act of 2025 (entire bill) & Senate amendments to H.R. 3633 CLARITY Act of 2025 H.R. 7187 - Clarity for Compensation Act; entire bill H.R. 8338 - Safeguarding Americans Fairly Earned Retirement Act of 2026 (SAFER); entire bill H.R. 8398 - Guidelines for Use, Access, and Responsible Disclosure of Financial Data Act (GUARD); entire bill H.R. 8413 - SECURE Data Act; entire bill H.R. 9434 - Reviewing the Expansion of Government Act of 2026 (REG Act) of 2026; entire bill S. 1561 - Secure Notarization Act of 2025; entire bill S. 1877 - Improving Disclosures for Investors Act; entire bill S. 4784 - National Defense Authorization (NDAA); Section 815, Corporate capital distribution policies, including share repurchases and dividends restrictions Not Yet Introduced: issues related to Health Savings Accounts Not Yet Introduced: Informed Investor Access Act (Downing); entire bill
Digital Asset Market Clarity Act
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1483 - Protecting Investors Personally Identifiable Information Act; entire bill H.R. 2441 - Improving Disclosures for Investors Act; entire bill H.R. 2689 - Restoring Accountability in Market Supervision (RAMS) Act; entire bill H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 INVEST Act of 2025 (INVEST) H.R. 3633 - CLARITY Act of 2025 (entire bill) & Senate amendments to H.R. 3633 CLARITY Act of 2025 H.R. 7187 - Clarity for Compensation Act; entire bill H.R. 8338 - Safeguarding Americans Fairly Earned Retirement Act of 2026 (SAFER); entire bill H.R. 8398 - Guidelines for Use, Access, and Responsible Disclosure of Financial Data Act (GUARD); entire bill H.R. 8413 - Securing and Establishing Consumer Uniform Rights and Enforcement over Data Act (SECURE Data) Act; entire bill H.R. 9434 - Reviewing the Expansion of Government Act of 2026 (REG Act) of 2026; entire bill H.R. 9574 - Informed Investor Access Act; entire bill S. 658 - Protecting Investors Personally Identifiable Information Act; entire bill S. 1877 - Improving Disclosures for Investors Act; entire bill S. 3671 - Increasing Investor Opportunities Act; entire bill S. 4784 - National Defense Authorization (NDAA); Section 815, Corporate capital distribution policies, including share repurchases and dividends restrictions Not Yet Introduced: issues related to Health Savings Accounts
Digital Asset Market Clarity Act
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1777 - Secure Notarization Act of 2025; entire bill H.R. 2441 - Improving Disclosures for Investors Act; entire bill H.R. 2689 - Restoring Accountability in Market Supervision (RAMS) Act; entire bill H.R. 3383 - Increasing Investor Opportunities Act; entire bill H.R. 3633 - CLARITY Act of 2025 & Senate amendments to H.R. 3633 CLARITY Act of 2025 S. 1561- Secure Notarization Act of 2025; entire bill S. 1877 - Improving Disclosures for Investors Act; entire bill Not Yet Introduced: Data privacy legislation Not Yet Introduced: issues related to Health Savings Accounts Not Yet Introduced: issues related to escheatment
Digital Asset Market Clarity Act
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1483 - Protecting Investors Personally Identifiable Information Act H.R. 1777 - Secure Notarization Act of 2025; entire bill H.R. 2441 - Improving Disclosures for Investors Act; entire bill H.R. 2689 - Restoring Accountability in Market Supervision (RAMS) Act; entire bill H.R. 3383 - Increasing Investor Opportunities Act; entire bill H.R. 3633 - CLARITY Act of 2025 (entire bill) & Senate amendments to H.R. 3633 CLARITY Act of 2025 H.R. 7187 - Clarity for Compensation Act; entire bill H.R. 8338 - Safeguarding Americans Fairly Earned Retirement Act of 2026 (SAFER); entire bill H.R. 8398 - Guidelines for Use, Access, and Responsible Disclosure of Financial Data Act (GUARD); entire bill H.R. 8413 - SECURE Data Act; entire bill H.R. 9434 - Reviewing the Expansion of Government Act of 2026 (REG Act) of 2026; entire bill S. 1561 - Secure Notarization Act of 2025; entire bill S. 1877 - Improving Disclosures for Investors Act; entire bill S. 4784 - National Defense Authorization (NDAA); Section 815, Corporate capital distribution policies, including share repurchases and dividends restrictions Not Yet Introduced: issues related to Health Savings Accounts Not Yet Introduced: Informed Investor Access Act (Downing); entire bill
ERISA Litigation Reform Act
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2891 - IRA Charitable Rollover Facilitation and Enhancement Act; entire bill H.R. 6084 - ERISA Litigation Reform Act; entire bill H.R. 6324 - Retirement Simplification and Clarity Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill H.R. 6722 - Automatic IRA Act of 2025; entire bill H.R. 7556 - Pensions for All Act; entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 3975 - IRA Charitable rollover Facilitation and Enhancement Act; entire bill Not Yet Introduced: Excise taxes on Individual Retirement Accounts
ERISA Litigation Reform Act
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2891 - IRA Charitable Rollover Facilitation and Enhancement Act; entire bill H.R. 6084 - ERISA Litigation Reform Act; entire bill H.R. 6324 - Retirement Simplification and Clarity Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill H.R. 6722 - Automatic IRA Act of 2025; entire bill H.R. 7556 - Pensions for All Act; entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 3975 - IRA Charitable rollover Facilitation and Enhancement Act; entire bill Not Yet Introduced: Excise taxes on Individual Retirement Accounts
ERISA Litigation Reform Act
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2891 - IRA Charitable Rollover Facilitation and Enhancement Act; entire bill H.R. 6084 - ERISA Litigation Reform Act; entire bill H.R. 6324 - Retirement Simplification and Clarity Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill H.R. 6722 - Automatic IRA Act of 2025; entire bill H.R. 7556 - Pensions for All Act; entire bill H.R. 9568 - Helping Undergraduate Students Thrive with Long-Term Earnings Act (HUSTLE Act); entire bill H.R. 10015 - Great American Healthcare Act; entire bill H.R. 10039 - Simplifying Modern Access to Retirement Tools for Savings Act (SMART); entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 3378 - Helping Undergraduate Students Thrive with Long-Term Earnings Act (HUSTLE Act); entire bill S. 3975 - IRA Charitable rollover Facilitation and Enhancement Act; entire bill S. 5156 - Retirement Simplification and Clarity Act; entire bill S. 5204 - Simplifying Modern Access to Retirement Tools for Savings Act (SMART); entire bill Not Yet Introduced: issues related to Trump Accounts and TrumpIRA.gov
Retirement Simplification and Clarity Act
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2891 - IRA Charitable Rollover Facilitation and Enhancement Act; entire bill H.R. 6084 - ERISA Litigation Reform Act; entire bill H.R. 6324 - Retirement Simplification and Clarity Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill H.R. 6722 - Automatic IRA Act of 2025; entire bill H.R. 7556 - Pensions for All Act; entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 3975 - IRA Charitable rollover Facilitation and Enhancement Act; entire bill Not Yet Introduced: Excise taxes on Individual Retirement Accounts
Retirement Simplification and Clarity Act
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2891 - IRA Charitable Rollover Facilitation and Enhancement Act; entire bill H.R. 6084 - ERISA Litigation Reform Act; entire bill H.R. 6324 - Retirement Simplification and Clarity Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill H.R. 6722 - Automatic IRA Act of 2025; entire bill H.R. 7556 - Pensions for All Act; entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 3975 - IRA Charitable rollover Facilitation and Enhancement Act; entire bill Not Yet Introduced: Excise taxes on Individual Retirement Accounts
Retirement Simplification and Clarity Act
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2891 - IRA Charitable Rollover Facilitation and Enhancement Act; entire bill H.R. 6084 - ERISA Litigation Reform Act; entire bill H.R. 6324 - Retirement Simplification and Clarity Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill H.R. 6722 - Automatic IRA Act of 2025; entire bill H.R. 7556 - Pensions for All Act; entire bill H.R. 9568 - Helping Undergraduate Students Thrive with Long-Term Earnings Act (HUSTLE Act); entire bill H.R. 10015 - Great American Healthcare Act; entire bill H.R. 10039 - Simplifying Modern Access to Retirement Tools for Savings Act (SMART); entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 3378 - Helping Undergraduate Students Thrive with Long-Term Earnings Act (HUSTLE Act); entire bill S. 3975 - IRA Charitable rollover Facilitation and Enhancement Act; entire bill S. 5156 - Retirement Simplification and Clarity Act; entire bill S. 5204 - Simplifying Modern Access to Retirement Tools for Savings Act (SMART); entire bill Not Yet Introduced: issues related to Trump Accounts and TrumpIRA.gov
Retirement Rollover Flexibility Act
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2891 - IRA Charitable Rollover Facilitation and Enhancement Act; entire bill H.R. 6084 - ERISA Litigation Reform Act; entire bill H.R. 6324 - Retirement Simplification and Clarity Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill H.R. 6722 - Automatic IRA Act of 2025; entire bill H.R. 7556 - Pensions for All Act; entire bill H.R. 9568 - Helping Undergraduate Students Thrive with Long-Term Earnings Act (HUSTLE Act); entire bill H.R. 10015 - Great American Healthcare Act; entire bill H.R. 10039 - Simplifying Modern Access to Retirement Tools for Savings Act (SMART); entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 3378 - Helping Undergraduate Students Thrive with Long-Term Earnings Act (HUSTLE Act); entire bill S. 3975 - IRA Charitable rollover Facilitation and Enhancement Act; entire bill S. 5156 - Retirement Simplification and Clarity Act; entire bill S. 5204 - Simplifying Modern Access to Retirement Tools for Savings Act (SMART); entire bill Not Yet Introduced: issues related to Trump Accounts and TrumpIRA.gov
Retirement Rollover Flexibility Act
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2891 - IRA Charitable Rollover Facilitation and Enhancement Act; entire bill H.R. 6084 - ERISA Litigation Reform Act; entire bill H.R. 6324 - Retirement Simplification and Clarity Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill H.R. 6722 - Automatic IRA Act of 2025; entire bill H.R. 7556 - Pensions for All Act; entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 3975 - IRA Charitable rollover Facilitation and Enhancement Act; entire bill Not Yet Introduced: Excise taxes on Individual Retirement Accounts
Retirement Rollover Flexibility Act
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2891 - IRA Charitable Rollover Facilitation and Enhancement Act; entire bill H.R. 6084 - ERISA Litigation Reform Act; entire bill H.R. 6324 - Retirement Simplification and Clarity Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill H.R. 6722 - Automatic IRA Act of 2025; entire bill H.R. 7556 - Pensions for All Act; entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 3975 - IRA Charitable rollover Facilitation and Enhancement Act; entire bill Not Yet Introduced: Excise taxes on Individual Retirement Accounts
Automatic IRA Act of 2025
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2891 - IRA Charitable Rollover Facilitation and Enhancement Act; entire bill H.R. 6084 - ERISA Litigation Reform Act; entire bill H.R. 6324 - Retirement Simplification and Clarity Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill H.R. 6722 - Automatic IRA Act of 2025; entire bill H.R. 7556 - Pensions for All Act; entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 3975 - IRA Charitable rollover Facilitation and Enhancement Act; entire bill Not Yet Introduced: Excise taxes on Individual Retirement Accounts
Automatic IRA Act of 2025
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2891 - IRA Charitable Rollover Facilitation and Enhancement Act; entire bill H.R. 6084 - ERISA Litigation Reform Act; entire bill H.R. 6324 - Retirement Simplification and Clarity Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill H.R. 6722 - Automatic IRA Act of 2025; entire bill H.R. 7556 - Pensions for All Act; entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 3975 - IRA Charitable rollover Facilitation and Enhancement Act; entire bill Not Yet Introduced: Excise taxes on Individual Retirement Accounts
Automatic IRA Act of 2025
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2891 - IRA Charitable Rollover Facilitation and Enhancement Act; entire bill H.R. 6084 - ERISA Litigation Reform Act; entire bill H.R. 6324 - Retirement Simplification and Clarity Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill H.R. 6722 - Automatic IRA Act of 2025; entire bill H.R. 7556 - Pensions for All Act; entire bill H.R. 9568 - Helping Undergraduate Students Thrive with Long-Term Earnings Act (HUSTLE Act); entire bill H.R. 10015 - Great American Healthcare Act; entire bill H.R. 10039 - Simplifying Modern Access to Retirement Tools for Savings Act (SMART); entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 3378 - Helping Undergraduate Students Thrive with Long-Term Earnings Act (HUSTLE Act); entire bill S. 3975 - IRA Charitable rollover Facilitation and Enhancement Act; entire bill S. 5156 - Retirement Simplification and Clarity Act; entire bill S. 5204 - Simplifying Modern Access to Retirement Tools for Savings Act (SMART); entire bill Not Yet Introduced: issues related to Trump Accounts and TrumpIRA.gov
Clarity for Compensation Act
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1483 - Protecting Investors Personally Identifiable Information Act H.R. 1777 - Secure Notarization Act of 2025; entire bill H.R. 2441 - Improving Disclosures for Investors Act; entire bill H.R. 2689 - Restoring Accountability in Market Supervision (RAMS) Act; entire bill H.R. 3383 - Increasing Investor Opportunities Act; entire bill H.R. 3633 - CLARITY Act of 2025 (entire bill) & Senate amendments to H.R. 3633 CLARITY Act of 2025 H.R. 7187 - Clarity for Compensation Act; entire bill H.R. 8338 - Safeguarding Americans Fairly Earned Retirement Act of 2026 (SAFER); entire bill H.R. 8398 - Guidelines for Use, Access, and Responsible Disclosure of Financial Data Act (GUARD); entire bill H.R. 8413 - SECURE Data Act; entire bill H.R. 9434 - Reviewing the Expansion of Government Act of 2026 (REG Act) of 2026; entire bill S. 1561 - Secure Notarization Act of 2025; entire bill S. 1877 - Improving Disclosures for Investors Act; entire bill S. 4784 - National Defense Authorization (NDAA); Section 815, Corporate capital distribution policies, including share repurchases and dividends restrictions Not Yet Introduced: issues related to Health Savings Accounts Not Yet Introduced: Informed Investor Access Act (Downing); entire bill
Clarity for Compensation Act
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1483 - Protecting Investors Personally Identifiable Information Act; entire bill H.R. 2441 - Improving Disclosures for Investors Act; entire bill H.R. 2689 - Restoring Accountability in Market Supervision (RAMS) Act; entire bill H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 INVEST Act of 2025 (INVEST) H.R. 3633 - CLARITY Act of 2025 (entire bill) & Senate amendments to H.R. 3633 CLARITY Act of 2025 H.R. 7187 - Clarity for Compensation Act; entire bill H.R. 8338 - Safeguarding Americans Fairly Earned Retirement Act of 2026 (SAFER); entire bill H.R. 8398 - Guidelines for Use, Access, and Responsible Disclosure of Financial Data Act (GUARD); entire bill H.R. 8413 - Securing and Establishing Consumer Uniform Rights and Enforcement over Data Act (SECURE Data) Act; entire bill H.R. 9434 - Reviewing the Expansion of Government Act of 2026 (REG Act) of 2026; entire bill H.R. 9574 - Informed Investor Access Act; entire bill S. 658 - Protecting Investors Personally Identifiable Information Act; entire bill S. 1877 - Improving Disclosures for Investors Act; entire bill S. 3671 - Increasing Investor Opportunities Act; entire bill S. 4784 - National Defense Authorization (NDAA); Section 815, Corporate capital distribution policies, including share repurchases and dividends restrictions Not Yet Introduced: issues related to Health Savings Accounts
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2891 - IRA Charitable Rollover Facilitation and Enhancement Act; entire bill H.R. 6084 - ERISA Litigation Reform Act; entire bill H.R. 6324 - Retirement Simplification and Clarity Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill H.R. 6722 - Automatic IRA Act of 2025; entire bill H.R. 7556 - Pensions for All Act; entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 3975 - IRA Charitable rollover Facilitation and Enhancement Act; entire bill Not Yet Introduced: Excise taxes on Individual Retirement Accounts
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2891 - IRA Charitable Rollover Facilitation and Enhancement Act; entire bill H.R. 6084 - ERISA Litigation Reform Act; entire bill H.R. 6324 - Retirement Simplification and Clarity Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill H.R. 6722 - Automatic IRA Act of 2025; entire bill H.R. 7556 - Pensions for All Act; entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 3975 - IRA Charitable rollover Facilitation and Enhancement Act; entire bill Not Yet Introduced: Excise taxes on Individual Retirement Accounts
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2891 - IRA Charitable Rollover Facilitation and Enhancement Act; entire bill H.R. 6084 - ERISA Litigation Reform Act; entire bill H.R. 6324 - Retirement Simplification and Clarity Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill H.R. 6722 - Automatic IRA Act of 2025; entire bill H.R. 7556 - Pensions for All Act; entire bill H.R. 9568 - Helping Undergraduate Students Thrive with Long-Term Earnings Act (HUSTLE Act); entire bill H.R. 10015 - Great American Healthcare Act; entire bill H.R. 10039 - Simplifying Modern Access to Retirement Tools for Savings Act (SMART); entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 3378 - Helping Undergraduate Students Thrive with Long-Term Earnings Act (HUSTLE Act); entire bill S. 3975 - IRA Charitable rollover Facilitation and Enhancement Act; entire bill S. 5156 - Retirement Simplification and Clarity Act; entire bill S. 5204 - Simplifying Modern Access to Retirement Tools for Savings Act (SMART); entire bill Not Yet Introduced: issues related to Trump Accounts and TrumpIRA.gov
H.R. 1483 - Protecting Investors Personally Identifiable Information Act H.R. 1777 - Secure Notarization Act of 2025; entire bill H.R. 2441 - Improving Disclosures for Investors Act; entire bill H.R. 2689 - Restoring Accountability in Market Supervision (RAMS) Act; entire bill H.R. 3383 - Increasing Investor Opportunities Act; entire bill H.R. 3633 - CLARITY Act of 2025 (entire bill) & Senate amendments to H.R. 3633 CLARITY Act of 2025 H.R. 7187 - Clarity for Compensation Act; entire bill H.R. 8338 - Safeguarding Americans Fairly Earned Retirement Act of 2026 (SAFER); entire bill H.R. 8398 - Guidelines for Use, Access, and Responsible Disclosure of Financial Data Act (GUARD); entire bill H.R. 8413 - SECURE Data Act; entire bill H.R. 9434 - Reviewing the Expansion of Government Act of 2026 (REG Act) of 2026; entire bill S. 1561 - Secure Notarization Act of 2025; entire bill S. 1877 - Improving Disclosures for Investors Act; entire bill S. 4784 - National Defense Authorization (NDAA); Section 815, Corporate capital distribution policies, including share repurchases and dividends restrictions Not Yet Introduced: issues related to Health Savings Accounts Not Yet Introduced: Informed Investor Access Act (Downing); entire bill
H.R. 1483 - Protecting Investors Personally Identifiable Information Act; entire bill H.R. 2441 - Improving Disclosures for Investors Act; entire bill H.R. 2689 - Restoring Accountability in Market Supervision (RAMS) Act; entire bill H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 INVEST Act of 2025 (INVEST) H.R. 3633 - CLARITY Act of 2025 (entire bill) & Senate amendments to H.R. 3633 CLARITY Act of 2025 H.R. 7187 - Clarity for Compensation Act; entire bill H.R. 8338 - Safeguarding Americans Fairly Earned Retirement Act of 2026 (SAFER); entire bill H.R. 8398 - Guidelines for Use, Access, and Responsible Disclosure of Financial Data Act (GUARD); entire bill H.R. 8413 - Securing and Establishing Consumer Uniform Rights and Enforcement over Data Act (SECURE Data) Act; entire bill H.R. 9434 - Reviewing the Expansion of Government Act of 2026 (REG Act) of 2026; entire bill H.R. 9574 - Informed Investor Access Act; entire bill S. 658 - Protecting Investors Personally Identifiable Information Act; entire bill S. 1877 - Improving Disclosures for Investors Act; entire bill S. 3671 - Increasing Investor Opportunities Act; entire bill S. 4784 - National Defense Authorization (NDAA); Section 815, Corporate capital distribution policies, including share repurchases and dividends restrictions Not Yet Introduced: issues related to Health Savings Accounts
Guidelines for Use, Access, and Responsible Disclosure of Financial Data Act
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1483 - Protecting Investors Personally Identifiable Information Act H.R. 1777 - Secure Notarization Act of 2025; entire bill H.R. 2441 - Improving Disclosures for Investors Act; entire bill H.R. 2689 - Restoring Accountability in Market Supervision (RAMS) Act; entire bill H.R. 3383 - Increasing Investor Opportunities Act; entire bill H.R. 3633 - CLARITY Act of 2025 (entire bill) & Senate amendments to H.R. 3633 CLARITY Act of 2025 H.R. 7187 - Clarity for Compensation Act; entire bill H.R. 8338 - Safeguarding Americans Fairly Earned Retirement Act of 2026 (SAFER); entire bill H.R. 8398 - Guidelines for Use, Access, and Responsible Disclosure of Financial Data Act (GUARD); entire bill H.R. 8413 - SECURE Data Act; entire bill H.R. 9434 - Reviewing the Expansion of Government Act of 2026 (REG Act) of 2026; entire bill S. 1561 - Secure Notarization Act of 2025; entire bill S. 1877 - Improving Disclosures for Investors Act; entire bill S. 4784 - National Defense Authorization (NDAA); Section 815, Corporate capital distribution policies, including share repurchases and dividends restrictions Not Yet Introduced: issues related to Health Savings Accounts Not Yet Introduced: Informed Investor Access Act (Downing); entire bill
Guidelines for Use, Access, and Responsible Disclosure of Financial Data Act
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1483 - Protecting Investors Personally Identifiable Information Act; entire bill H.R. 2441 - Improving Disclosures for Investors Act; entire bill H.R. 2689 - Restoring Accountability in Market Supervision (RAMS) Act; entire bill H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 INVEST Act of 2025 (INVEST) H.R. 3633 - CLARITY Act of 2025 (entire bill) & Senate amendments to H.R. 3633 CLARITY Act of 2025 H.R. 7187 - Clarity for Compensation Act; entire bill H.R. 8338 - Safeguarding Americans Fairly Earned Retirement Act of 2026 (SAFER); entire bill H.R. 8398 - Guidelines for Use, Access, and Responsible Disclosure of Financial Data Act (GUARD); entire bill H.R. 8413 - Securing and Establishing Consumer Uniform Rights and Enforcement over Data Act (SECURE Data) Act; entire bill H.R. 9434 - Reviewing the Expansion of Government Act of 2026 (REG Act) of 2026; entire bill H.R. 9574 - Informed Investor Access Act; entire bill S. 658 - Protecting Investors Personally Identifiable Information Act; entire bill S. 1877 - Improving Disclosures for Investors Act; entire bill S. 3671 - Increasing Investor Opportunities Act; entire bill S. 4784 - National Defense Authorization (NDAA); Section 815, Corporate capital distribution policies, including share repurchases and dividends restrictions Not Yet Introduced: issues related to Health Savings Accounts
H.R. 1483 - Protecting Investors Personally Identifiable Information Act H.R. 1777 - Secure Notarization Act of 2025; entire bill H.R. 2441 - Improving Disclosures for Investors Act; entire bill H.R. 2689 - Restoring Accountability in Market Supervision (RAMS) Act; entire bill H.R. 3383 - Increasing Investor Opportunities Act; entire bill H.R. 3633 - CLARITY Act of 2025 (entire bill) & Senate amendments to H.R. 3633 CLARITY Act of 2025 H.R. 7187 - Clarity for Compensation Act; entire bill H.R. 8338 - Safeguarding Americans Fairly Earned Retirement Act of 2026 (SAFER); entire bill H.R. 8398 - Guidelines for Use, Access, and Responsible Disclosure of Financial Data Act (GUARD); entire bill H.R. 8413 - SECURE Data Act; entire bill H.R. 9434 - Reviewing the Expansion of Government Act of 2026 (REG Act) of 2026; entire bill S. 1561 - Secure Notarization Act of 2025; entire bill S. 1877 - Improving Disclosures for Investors Act; entire bill S. 4784 - National Defense Authorization (NDAA); Section 815, Corporate capital distribution policies, including share repurchases and dividends restrictions Not Yet Introduced: issues related to Health Savings Accounts Not Yet Introduced: Informed Investor Access Act (Downing); entire bill
H.R. 1483 - Protecting Investors Personally Identifiable Information Act; entire bill H.R. 2441 - Improving Disclosures for Investors Act; entire bill H.R. 2689 - Restoring Accountability in Market Supervision (RAMS) Act; entire bill H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 INVEST Act of 2025 (INVEST) H.R. 3633 - CLARITY Act of 2025 (entire bill) & Senate amendments to H.R. 3633 CLARITY Act of 2025 H.R. 7187 - Clarity for Compensation Act; entire bill H.R. 8338 - Safeguarding Americans Fairly Earned Retirement Act of 2026 (SAFER); entire bill H.R. 8398 - Guidelines for Use, Access, and Responsible Disclosure of Financial Data Act (GUARD); entire bill H.R. 8413 - Securing and Establishing Consumer Uniform Rights and Enforcement over Data Act (SECURE Data) Act; entire bill H.R. 9434 - Reviewing the Expansion of Government Act of 2026 (REG Act) of 2026; entire bill H.R. 9574 - Informed Investor Access Act; entire bill S. 658 - Protecting Investors Personally Identifiable Information Act; entire bill S. 1877 - Improving Disclosures for Investors Act; entire bill S. 3671 - Increasing Investor Opportunities Act; entire bill S. 4784 - National Defense Authorization (NDAA); Section 815, Corporate capital distribution policies, including share repurchases and dividends restrictions Not Yet Introduced: issues related to Health Savings Accounts
H.R. 1483 - Protecting Investors Personally Identifiable Information Act; entire bill H.R. 2441 - Improving Disclosures for Investors Act; entire bill H.R. 2689 - Restoring Accountability in Market Supervision (RAMS) Act; entire bill H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 INVEST Act of 2025 (INVEST) H.R. 3633 - CLARITY Act of 2025 (entire bill) & Senate amendments to H.R. 3633 CLARITY Act of 2025 H.R. 7187 - Clarity for Compensation Act; entire bill H.R. 8338 - Safeguarding Americans Fairly Earned Retirement Act of 2026 (SAFER); entire bill H.R. 8398 - Guidelines for Use, Access, and Responsible Disclosure of Financial Data Act (GUARD); entire bill H.R. 8413 - Securing and Establishing Consumer Uniform Rights and Enforcement over Data Act (SECURE Data) Act; entire bill H.R. 9434 - Reviewing the Expansion of Government Act of 2026 (REG Act) of 2026; entire bill H.R. 9574 - Informed Investor Access Act; entire bill S. 658 - Protecting Investors Personally Identifiable Information Act; entire bill S. 1877 - Improving Disclosures for Investors Act; entire bill S. 3671 - Increasing Investor Opportunities Act; entire bill S. 4784 - National Defense Authorization (NDAA); Section 815, Corporate capital distribution policies, including share repurchases and dividends restrictions Not Yet Introduced: issues related to Health Savings Accounts
H.R. 1483 - Protecting Investors Personally Identifiable Information Act H.R. 1777 - Secure Notarization Act of 2025; entire bill H.R. 2441 - Improving Disclosures for Investors Act; entire bill H.R. 2689 - Restoring Accountability in Market Supervision (RAMS) Act; entire bill H.R. 3383 - Increasing Investor Opportunities Act; entire bill H.R. 3633 - CLARITY Act of 2025 (entire bill) & Senate amendments to H.R. 3633 CLARITY Act of 2025 H.R. 7187 - Clarity for Compensation Act; entire bill H.R. 8338 - Safeguarding Americans Fairly Earned Retirement Act of 2026 (SAFER); entire bill H.R. 8398 - Guidelines for Use, Access, and Responsible Disclosure of Financial Data Act (GUARD); entire bill H.R. 8413 - SECURE Data Act; entire bill H.R. 9434 - Reviewing the Expansion of Government Act of 2026 (REG Act) of 2026; entire bill S. 1561 - Secure Notarization Act of 2025; entire bill S. 1877 - Improving Disclosures for Investors Act; entire bill S. 4784 - National Defense Authorization (NDAA); Section 815, Corporate capital distribution policies, including share repurchases and dividends restrictions Not Yet Introduced: issues related to Health Savings Accounts Not Yet Introduced: Informed Investor Access Act (Downing); entire bill
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2891 - IRA Charitable Rollover Facilitation and Enhancement Act; entire bill H.R. 6084 - ERISA Litigation Reform Act; entire bill H.R. 6324 - Retirement Simplification and Clarity Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill H.R. 6722 - Automatic IRA Act of 2025; entire bill H.R. 7556 - Pensions for All Act; entire bill H.R. 9568 - Helping Undergraduate Students Thrive with Long-Term Earnings Act (HUSTLE Act); entire bill H.R. 10015 - Great American Healthcare Act; entire bill H.R. 10039 - Simplifying Modern Access to Retirement Tools for Savings Act (SMART); entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 3378 - Helping Undergraduate Students Thrive with Long-Term Earnings Act (HUSTLE Act); entire bill S. 3975 - IRA Charitable rollover Facilitation and Enhancement Act; entire bill S. 5156 - Retirement Simplification and Clarity Act; entire bill S. 5204 - Simplifying Modern Access to Retirement Tools for Savings Act (SMART); entire bill Not Yet Introduced: issues related to Trump Accounts and TrumpIRA.gov
Informed Investor Access Act
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1483 - Protecting Investors Personally Identifiable Information Act; entire bill H.R. 2441 - Improving Disclosures for Investors Act; entire bill H.R. 2689 - Restoring Accountability in Market Supervision (RAMS) Act; entire bill H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 INVEST Act of 2025 (INVEST) H.R. 3633 - CLARITY Act of 2025 (entire bill) & Senate amendments to H.R. 3633 CLARITY Act of 2025 H.R. 7187 - Clarity for Compensation Act; entire bill H.R. 8338 - Safeguarding Americans Fairly Earned Retirement Act of 2026 (SAFER); entire bill H.R. 8398 - Guidelines for Use, Access, and Responsible Disclosure of Financial Data Act (GUARD); entire bill H.R. 8413 - Securing and Establishing Consumer Uniform Rights and Enforcement over Data Act (SECURE Data) Act; entire bill H.R. 9434 - Reviewing the Expansion of Government Act of 2026 (REG Act) of 2026; entire bill H.R. 9574 - Informed Investor Access Act; entire bill S. 658 - Protecting Investors Personally Identifiable Information Act; entire bill S. 1877 - Improving Disclosures for Investors Act; entire bill S. 3671 - Increasing Investor Opportunities Act; entire bill S. 4784 - National Defense Authorization (NDAA); Section 815, Corporate capital distribution policies, including share repurchases and dividends restrictions Not Yet Introduced: issues related to Health Savings Accounts
To amend the Internal Revenue Code of 1986 to impose limitations on high-income taxpayers with large retirement account balances.
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 2089 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill H.R. 2547 - Secure Family Futures Act; entire bill H.R. 9813 - To amend the Internal Revenue Code of 1986 to impose limitations on high-income taxpayers with large retirement account balances; entire bill S. 1335 - Secure Family Futures Act; entire bill S. 1839 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill S. 4279 - Protecting Proper Life Insurance from Abuse Act; entire bill S. 5040 - A bill to amend the Internal Revenue Code of 1986 to impose limitations on high-income taxpayers with large retirement account balances; entire bill
Financial Freedom Act of 2025
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2891 - IRA Charitable Rollover Facilitation and Enhancement Act; entire bill H.R. 6084 - ERISA Litigation Reform Act; entire bill H.R. 6324 - Retirement Simplification and Clarity Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill H.R. 6722 - Automatic IRA Act of 2025; entire bill H.R. 7556 - Pensions for All Act; entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 3975 - IRA Charitable rollover Facilitation and Enhancement Act; entire bill Not Yet Introduced: Excise taxes on Individual Retirement Accounts
Financial Freedom Act of 2025
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2891 - IRA Charitable Rollover Facilitation and Enhancement Act; entire bill H.R. 6084 - ERISA Litigation Reform Act; entire bill H.R. 6324 - Retirement Simplification and Clarity Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill H.R. 6722 - Automatic IRA Act of 2025; entire bill H.R. 7556 - Pensions for All Act; entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 3975 - IRA Charitable rollover Facilitation and Enhancement Act; entire bill Not Yet Introduced: Excise taxes on Individual Retirement Accounts
Financial Freedom Act of 2025
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2891 - IRA Charitable Rollover Facilitation and Enhancement Act; entire bill H.R. 6084 - ERISA Litigation Reform Act; entire bill H.R. 6324 - Retirement Simplification and Clarity Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill H.R. 6722 - Automatic IRA Act of 2025; entire bill H.R. 7556 - Pensions for All Act; entire bill H.R. 9568 - Helping Undergraduate Students Thrive with Long-Term Earnings Act (HUSTLE Act); entire bill H.R. 10015 - Great American Healthcare Act; entire bill H.R. 10039 - Simplifying Modern Access to Retirement Tools for Savings Act (SMART); entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 3378 - Helping Undergraduate Students Thrive with Long-Term Earnings Act (HUSTLE Act); entire bill S. 3975 - IRA Charitable rollover Facilitation and Enhancement Act; entire bill S. 5156 - Retirement Simplification and Clarity Act; entire bill S. 5204 - Simplifying Modern Access to Retirement Tools for Savings Act (SMART); entire bill Not Yet Introduced: issues related to Trump Accounts and TrumpIRA.gov
Secure Family Futures Act of 2025
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 2089 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill H.R. 2547 - Secure Family Futures Act; entire bill S. 1335 - Secure Family Futures Act; entire bill S. 1839 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill
Secure Family Futures Act of 2025
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 2089 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill H.R. 2547 - Secure Family Futures Act; entire bill S. 1335 - Secure Family Futures Act; entire bill S. 1839 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill
Secure Family Futures Act of 2025
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 2089 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill H.R. 2547 - Secure Family Futures Act; entire bill H.R. 9813 - To amend the Internal Revenue Code of 1986 to impose limitations on high-income taxpayers with large retirement account balances; entire bill S. 1335 - Secure Family Futures Act; entire bill S. 1839 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill S. 4279 - Protecting Proper Life Insurance from Abuse Act; entire bill S. 5040 - A bill to amend the Internal Revenue Code of 1986 to impose limitations on high-income taxpayers with large retirement account balances; entire bill
Retirement Savings for Americans Act of 2025
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2891 - IRA Charitable Rollover Facilitation and Enhancement Act; entire bill H.R. 6084 - ERISA Litigation Reform Act; entire bill H.R. 6324 - Retirement Simplification and Clarity Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill H.R. 6722 - Automatic IRA Act of 2025; entire bill H.R. 7556 - Pensions for All Act; entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 3975 - IRA Charitable rollover Facilitation and Enhancement Act; entire bill Not Yet Introduced: Excise taxes on Individual Retirement Accounts
Retirement Savings for Americans Act of 2025
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2891 - IRA Charitable Rollover Facilitation and Enhancement Act; entire bill H.R. 6084 - ERISA Litigation Reform Act; entire bill H.R. 6324 - Retirement Simplification and Clarity Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill H.R. 6722 - Automatic IRA Act of 2025; entire bill H.R. 7556 - Pensions for All Act; entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 3975 - IRA Charitable rollover Facilitation and Enhancement Act; entire bill Not Yet Introduced: Excise taxes on Individual Retirement Accounts
Retirement Savings for Americans Act of 2025
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2891 - IRA Charitable Rollover Facilitation and Enhancement Act; entire bill H.R. 6084 - ERISA Litigation Reform Act; entire bill H.R. 6324 - Retirement Simplification and Clarity Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill H.R. 6722 - Automatic IRA Act of 2025; entire bill H.R. 7556 - Pensions for All Act; entire bill H.R. 9568 - Helping Undergraduate Students Thrive with Long-Term Earnings Act (HUSTLE Act); entire bill H.R. 10015 - Great American Healthcare Act; entire bill H.R. 10039 - Simplifying Modern Access to Retirement Tools for Savings Act (SMART); entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 3378 - Helping Undergraduate Students Thrive with Long-Term Earnings Act (HUSTLE Act); entire bill S. 3975 - IRA Charitable rollover Facilitation and Enhancement Act; entire bill S. 5156 - Retirement Simplification and Clarity Act; entire bill S. 5204 - Simplifying Modern Access to Retirement Tools for Savings Act (SMART); entire bill Not Yet Introduced: issues related to Trump Accounts and TrumpIRA.gov
SECURE Notarization Act of 2025
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1777 - Secure Notarization Act of 2025; entire bill H.R. 2441 - Improving Disclosures for Investors Act; entire bill H.R. 2689 - Restoring Accountability in Market Supervision (RAMS) Act; entire bill H.R. 3383 - Increasing Investor Opportunities Act; entire bill H.R. 3633 - CLARITY Act of 2025 & Senate amendments to H.R. 3633 CLARITY Act of 2025 S. 1561- Secure Notarization Act of 2025; entire bill S. 1877 - Improving Disclosures for Investors Act; entire bill Not Yet Introduced: Data privacy legislation Not Yet Introduced: issues related to Health Savings Accounts Not Yet Introduced: issues related to escheatment
SECURE Notarization Act of 2025
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1483 - Protecting Investors Personally Identifiable Information Act H.R. 1777 - Secure Notarization Act of 2025; entire bill H.R. 2441 - Improving Disclosures for Investors Act; entire bill H.R. 2689 - Restoring Accountability in Market Supervision (RAMS) Act; entire bill H.R. 3383 - Increasing Investor Opportunities Act; entire bill H.R. 3633 - CLARITY Act of 2025 (entire bill) & Senate amendments to H.R. 3633 CLARITY Act of 2025 H.R. 7187 - Clarity for Compensation Act; entire bill H.R. 8338 - Safeguarding Americans Fairly Earned Retirement Act of 2026 (SAFER); entire bill H.R. 8398 - Guidelines for Use, Access, and Responsible Disclosure of Financial Data Act (GUARD); entire bill H.R. 8413 - SECURE Data Act; entire bill H.R. 9434 - Reviewing the Expansion of Government Act of 2026 (REG Act) of 2026; entire bill S. 1561 - Secure Notarization Act of 2025; entire bill S. 1877 - Improving Disclosures for Investors Act; entire bill S. 4784 - National Defense Authorization (NDAA); Section 815, Corporate capital distribution policies, including share repurchases and dividends restrictions Not Yet Introduced: issues related to Health Savings Accounts Not Yet Introduced: Informed Investor Access Act (Downing); entire bill
Generating Retirement Ownership through Long-Term Holding
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 2089 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill H.R. 2547 - Secure Family Futures Act; entire bill S. 1335 - Secure Family Futures Act; entire bill S. 1839 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill
Generating Retirement Ownership through Long-Term Holding
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 2089 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill H.R. 2547 - Secure Family Futures Act; entire bill S. 1335 - Secure Family Futures Act; entire bill S. 1839 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill
Generating Retirement Ownership through Long-Term Holding
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 2089 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill H.R. 2547 - Secure Family Futures Act; entire bill H.R. 9813 - To amend the Internal Revenue Code of 1986 to impose limitations on high-income taxpayers with large retirement account balances; entire bill S. 1335 - Secure Family Futures Act; entire bill S. 1839 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill S. 4279 - Protecting Proper Life Insurance from Abuse Act; entire bill S. 5040 - A bill to amend the Internal Revenue Code of 1986 to impose limitations on high-income taxpayers with large retirement account balances; entire bill
Improving Disclosure for Investors Act of 2025
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1483 - Protecting Investors Personally Identifiable Information Act; entire bill H.R. 2441 - Improving Disclosures for Investors Act; entire bill H.R. 2689 - Restoring Accountability in Market Supervision (RAMS) Act; entire bill H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 INVEST Act of 2025 (INVEST) H.R. 3633 - CLARITY Act of 2025 (entire bill) & Senate amendments to H.R. 3633 CLARITY Act of 2025 H.R. 7187 - Clarity for Compensation Act; entire bill H.R. 8338 - Safeguarding Americans Fairly Earned Retirement Act of 2026 (SAFER); entire bill H.R. 8398 - Guidelines for Use, Access, and Responsible Disclosure of Financial Data Act (GUARD); entire bill H.R. 8413 - Securing and Establishing Consumer Uniform Rights and Enforcement over Data Act (SECURE Data) Act; entire bill H.R. 9434 - Reviewing the Expansion of Government Act of 2026 (REG Act) of 2026; entire bill H.R. 9574 - Informed Investor Access Act; entire bill S. 658 - Protecting Investors Personally Identifiable Information Act; entire bill S. 1877 - Improving Disclosures for Investors Act; entire bill S. 3671 - Increasing Investor Opportunities Act; entire bill S. 4784 - National Defense Authorization (NDAA); Section 815, Corporate capital distribution policies, including share repurchases and dividends restrictions Not Yet Introduced: issues related to Health Savings Accounts
Improving Disclosure for Investors Act of 2025
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1777 - Secure Notarization Act of 2025; entire bill H.R. 2441 - Improving Disclosures for Investors Act; entire bill H.R. 2689 - Restoring Accountability in Market Supervision (RAMS) Act; entire bill H.R. 3383 - Increasing Investor Opportunities Act; entire bill H.R. 3633 - CLARITY Act of 2025 & Senate amendments to H.R. 3633 CLARITY Act of 2025 S. 1561- Secure Notarization Act of 2025; entire bill S. 1877 - Improving Disclosures for Investors Act; entire bill Not Yet Introduced: Data privacy legislation Not Yet Introduced: issues related to Health Savings Accounts Not Yet Introduced: issues related to escheatment
Improving Disclosure for Investors Act of 2025
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1483 - Protecting Investors Personally Identifiable Information Act H.R. 1777 - Secure Notarization Act of 2025; entire bill H.R. 2441 - Improving Disclosures for Investors Act; entire bill H.R. 2689 - Restoring Accountability in Market Supervision (RAMS) Act; entire bill H.R. 3383 - Increasing Investor Opportunities Act; entire bill H.R. 3633 - CLARITY Act of 2025 (entire bill) & Senate amendments to H.R. 3633 CLARITY Act of 2025 H.R. 7187 - Clarity for Compensation Act; entire bill H.R. 8338 - Safeguarding Americans Fairly Earned Retirement Act of 2026 (SAFER); entire bill H.R. 8398 - Guidelines for Use, Access, and Responsible Disclosure of Financial Data Act (GUARD); entire bill H.R. 8413 - SECURE Data Act; entire bill H.R. 9434 - Reviewing the Expansion of Government Act of 2026 (REG Act) of 2026; entire bill S. 1561 - Secure Notarization Act of 2025; entire bill S. 1877 - Improving Disclosures for Investors Act; entire bill S. 4784 - National Defense Authorization (NDAA); Section 815, Corporate capital distribution policies, including share repurchases and dividends restrictions Not Yet Introduced: issues related to Health Savings Accounts Not Yet Introduced: Informed Investor Access Act (Downing); entire bill
Unlocking Benefits for Independent Workers Act
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1320 - To ensure that the provision of portable benefits to an individual is not considered in determining whether such individual is an employee of a person; entire bill S. 2210 - Unlocking Benefits for independent Workers Act; entire bill S. 2228 - Modern Worker Empowerment Act; entire bill S. 4010 - 21st Century Worker Act; entire bill
Unlocking Benefits for Independent Workers Act
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 20 - Richard L. Trumka Protecting the Right to Organize (PRO) Act; entire bill H.R. 1319 - To amend the Fair Labor Standards Act of 1938 and National Labor Relations Act to clarify the standard for determining whether an individual is an employee and for other purposes; entire bill H.R. 1320 - To ensure that the provision of portable benefits to an individual is not considered in determining whether such individual is an employee of a person; entire bill S. 852 - Richard L. Trumka Protecting the Right to Organize (PRO) Act; entire bill S. 2210 - Unlocking Benefits for independent Workers Act; entire bill S. 2228 - Modern Worker Empowerment Act; entire bill S. 4010 - 21st Century Worker Act; entire bill
Unlocking Benefits for Independent Workers Act
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 20 - Richard L. Trumka Protecting the Right to Organize (PRO) Act; entire bill H.R. 1319 - To amend the Fair Labor Standards Act of 1938 and National Labor Relations Act to clarify the standard for determining whether an individual is an employee and for other purposes; entire bill H.R. 1320 - To ensure that the provision of portable benefits to an individual is not considered in determining whether such individual is an employee of a person; entire bill S. 852 - Richard L. Trumka Protecting the Right to Organize (PRO) Act; entire bill S. 2210 - Unlocking Benefits for independent Workers Act; entire bill S. 2228 - Modern Worker Empowerment Act; entire bill S. 4010 - 21st Century Worker Act; entire bill
Independent Retirement Fairness Act
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2891 - IRA Charitable Rollover Facilitation and Enhancement Act; entire bill H.R. 6084 - ERISA Litigation Reform Act; entire bill H.R. 6324 - Retirement Simplification and Clarity Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill H.R. 6722 - Automatic IRA Act of 2025; entire bill H.R. 7556 - Pensions for All Act; entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 3975 - IRA Charitable rollover Facilitation and Enhancement Act; entire bill Not Yet Introduced: Excise taxes on Individual Retirement Accounts
Independent Retirement Fairness Act
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2891 - IRA Charitable Rollover Facilitation and Enhancement Act; entire bill H.R. 6084 - ERISA Litigation Reform Act; entire bill H.R. 6324 - Retirement Simplification and Clarity Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill H.R. 6722 - Automatic IRA Act of 2025; entire bill H.R. 7556 - Pensions for All Act; entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 3975 - IRA Charitable rollover Facilitation and Enhancement Act; entire bill Not Yet Introduced: Excise taxes on Individual Retirement Accounts
Independent Retirement Fairness Act
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2891 - IRA Charitable Rollover Facilitation and Enhancement Act; entire bill H.R. 6084 - ERISA Litigation Reform Act; entire bill H.R. 6324 - Retirement Simplification and Clarity Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill H.R. 6722 - Automatic IRA Act of 2025; entire bill H.R. 7556 - Pensions for All Act; entire bill H.R. 9568 - Helping Undergraduate Students Thrive with Long-Term Earnings Act (HUSTLE Act); entire bill H.R. 10015 - Great American Healthcare Act; entire bill H.R. 10039 - Simplifying Modern Access to Retirement Tools for Savings Act (SMART); entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 3378 - Helping Undergraduate Students Thrive with Long-Term Earnings Act (HUSTLE Act); entire bill S. 3975 - IRA Charitable rollover Facilitation and Enhancement Act; entire bill S. 5156 - Retirement Simplification and Clarity Act; entire bill S. 5204 - Simplifying Modern Access to Retirement Tools for Savings Act (SMART); entire bill Not Yet Introduced: issues related to Trump Accounts and TrumpIRA.gov
Modern Worker Empowerment Act
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1320 - To ensure that the provision of portable benefits to an individual is not considered in determining whether such individual is an employee of a person; entire bill S. 2210 - Unlocking Benefits for independent Workers Act; entire bill S. 2228 - Modern Worker Empowerment Act; entire bill S. 4010 - 21st Century Worker Act; entire bill
Modern Worker Empowerment Act
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 20 - Richard L. Trumka Protecting the Right to Organize (PRO) Act; entire bill H.R. 1319 - To amend the Fair Labor Standards Act of 1938 and National Labor Relations Act to clarify the standard for determining whether an individual is an employee and for other purposes; entire bill H.R. 1320 - To ensure that the provision of portable benefits to an individual is not considered in determining whether such individual is an employee of a person; entire bill S. 852 - Richard L. Trumka Protecting the Right to Organize (PRO) Act; entire bill S. 2210 - Unlocking Benefits for independent Workers Act; entire bill S. 2228 - Modern Worker Empowerment Act; entire bill S. 4010 - 21st Century Worker Act; entire bill
Modern Worker Empowerment Act
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 20 - Richard L. Trumka Protecting the Right to Organize (PRO) Act; entire bill H.R. 1319 - To amend the Fair Labor Standards Act of 1938 and National Labor Relations Act to clarify the standard for determining whether an individual is an employee and for other purposes; entire bill H.R. 1320 - To ensure that the provision of portable benefits to an individual is not considered in determining whether such individual is an employee of a person; entire bill S. 852 - Richard L. Trumka Protecting the Right to Organize (PRO) Act; entire bill S. 2210 - Unlocking Benefits for independent Workers Act; entire bill S. 2228 - Modern Worker Empowerment Act; entire bill S. 4010 - 21st Century Worker Act; entire bill
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2891 - IRA Charitable Rollover Facilitation and Enhancement Act; entire bill H.R. 6084 - ERISA Litigation Reform Act; entire bill H.R. 6324 - Retirement Simplification and Clarity Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill H.R. 6722 - Automatic IRA Act of 2025; entire bill H.R. 7556 - Pensions for All Act; entire bill H.R. 9568 - Helping Undergraduate Students Thrive with Long-Term Earnings Act (HUSTLE Act); entire bill H.R. 10015 - Great American Healthcare Act; entire bill H.R. 10039 - Simplifying Modern Access to Retirement Tools for Savings Act (SMART); entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 3378 - Helping Undergraduate Students Thrive with Long-Term Earnings Act (HUSTLE Act); entire bill S. 3975 - IRA Charitable rollover Facilitation and Enhancement Act; entire bill S. 5156 - Retirement Simplification and Clarity Act; entire bill S. 5204 - Simplifying Modern Access to Retirement Tools for Savings Act (SMART); entire bill Not Yet Introduced: issues related to Trump Accounts and TrumpIRA.gov
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2891 - IRA Charitable Rollover Facilitation and Enhancement Act; entire bill H.R. 6084 - ERISA Litigation Reform Act; entire bill H.R. 6324 - Retirement Simplification and Clarity Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill H.R. 6722 - Automatic IRA Act of 2025; entire bill H.R. 7556 - Pensions for All Act; entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 3975 - IRA Charitable rollover Facilitation and Enhancement Act; entire bill Not Yet Introduced: Excise taxes on Individual Retirement Accounts
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2891 - IRA Charitable Rollover Facilitation and Enhancement Act; entire bill H.R. 6084 - ERISA Litigation Reform Act; entire bill H.R. 6324 - Retirement Simplification and Clarity Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill H.R. 6722 - Automatic IRA Act of 2025; entire bill H.R. 7556 - Pensions for All Act; entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 3975 - IRA Charitable rollover Facilitation and Enhancement Act; entire bill Not Yet Introduced: Excise taxes on Individual Retirement Accounts
Retirement Rollover Flexibility Act
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2891 - IRA Charitable Rollover Facilitation and Enhancement Act; entire bill H.R. 6084 - ERISA Litigation Reform Act; entire bill H.R. 6324 - Retirement Simplification and Clarity Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill H.R. 6722 - Automatic IRA Act of 2025; entire bill H.R. 7556 - Pensions for All Act; entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 3975 - IRA Charitable rollover Facilitation and Enhancement Act; entire bill Not Yet Introduced: Excise taxes on Individual Retirement Accounts
Retirement Rollover Flexibility Act
Client: AMERIPRISE FINANCIAL, INC. · Firm: AMERIPRISE FINANCIAL, INC.
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2891 - IRA Charitable Rollover Facilitation and Enhancement Act; entire bill H.R. 6084 - ERISA Litigation Reform Act; entire bill H.R. 6324 - Retirement Simplification and Clarity Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill H.R. 6722 - Automatic IRA Act of 2025; entire bill H.R. 7556 - Pensions for All Act; entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 3975 - IRA Charitable rollover Facilitation and Enhancement Act; entire bill Not Yet Introduced: Excise taxes on Individual Retirement Accounts
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2891 - IRA Charitable Rollover Facilitation and Enhancement Act; entire bill H.R. 6084 - ERISA Litigation Reform Act; entire bill H.R. 6324 - Retirement Simplification and Clarity Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill H.R. 6722 - Automatic IRA Act of 2025; entire bill H.R. 7556 - Pensions for All Act; entire bill H.R. 9568 - Helping Undergraduate Students Thrive with Long-Term Earnings Act (HUSTLE Act); entire bill H.R. 10015 - Great American Healthcare Act; entire bill H.R. 10039 - Simplifying Modern Access to Retirement Tools for Savings Act (SMART); entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 3378 - Helping Undergraduate Students Thrive with Long-Term Earnings Act (HUSTLE Act); entire bill S. 3975 - IRA Charitable rollover Facilitation and Enhancement Act; entire bill S. 5156 - Retirement Simplification and Clarity Act; entire bill S. 5204 - Simplifying Modern Access to Retirement Tools for Savings Act (SMART); entire bill Not Yet Introduced: issues related to Trump Accounts and TrumpIRA.gov
H.R. 1483 - Protecting Investors Personally Identifiable Information Act; entire bill H.R. 2441 - Improving Disclosures for Investors Act; entire bill H.R. 2689 - Restoring Accountability in Market Supervision (RAMS) Act; entire bill H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 INVEST Act of 2025 (INVEST) H.R. 3633 - CLARITY Act of 2025 (entire bill) & Senate amendments to H.R. 3633 CLARITY Act of 2025 H.R. 7187 - Clarity for Compensation Act; entire bill H.R. 8338 - Safeguarding Americans Fairly Earned Retirement Act of 2026 (SAFER); entire bill H.R. 8398 - Guidelines for Use, Access, and Responsible Disclosure of Financial Data Act (GUARD); entire bill H.R. 8413 - Securing and Establishing Consumer Uniform Rights and Enforcement over Data Act (SECURE Data) Act; entire bill H.R. 9434 - Reviewing the Expansion of Government Act of 2026 (REG Act) of 2026; entire bill H.R. 9574 - Informed Investor Access Act; entire bill S. 658 - Protecting Investors Personally Identifiable Information Act; entire bill S. 1877 - Improving Disclosures for Investors Act; entire bill S. 3671 - Increasing Investor Opportunities Act; entire bill S. 4784 - National Defense Authorization (NDAA); Section 815, Corporate capital distribution policies, including share repurchases and dividends restrictions Not Yet Introduced: issues related to Health Savings Accounts
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AMERIPRISE FINANCIAL, INC. via AMERIPRISE FINANCIAL, INC.
2026 · second_quarter · Q2
H.R. 2089 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill H.R. 2547 - Secure Family Futures Act; entire bill S. 1335 - Secure Family Futures Act; entire bill S. 1839 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill
H.R. 20 - Richard L. Trumka Protecting the Right to Organize (PRO) Act; entire bill H.R. 1319 - To amend the Fair Labor Standards Act of 1938 and National Labor Relations Act to clarify the standard for determining whether an individual is an employee and for other purposes; entire bill H.R. 1320 - To ensure that the provision of portable benefits to an individual is not considered in determining whether such individual is an employee of a person; entire bill S. 852 - Richard L. Trumka Protecting the Right to Organize (PRO) Act; entire bill S. 2210 - Unlocking Benefits for independent Workers Act; entire bill S. 2228 - Modern Worker Empowerment Act; entire bill S. 4010 - 21st Century Worker Act; entire bill
H.R. 1483 - Protecting Investors Personally Identifiable Information Act H.R. 1777 - Secure Notarization Act of 2025; entire bill H.R. 2441 - Improving Disclosures for Investors Act; entire bill H.R. 2689 - Restoring Accountability in Market Supervision (RAMS) Act; entire bill H.R. 3383 - Increasing Investor Opportunities Act; entire bill H.R. 3633 - CLARITY Act of 2025 (entire bill) & Senate amendments to H.R. 3633 CLARITY Act of 2025 H.R. 7187 - Clarity for Compensation Act; entire bill H.R. 8338 - Safeguarding Americans Fairly Earned Retirement Act of 2026 (SAFER); entire bill H.R. 8398 - Guidelines for Use, Access, and Responsible Disclosure of Financial Data Act (GUARD); entire bill H.R. 8413 - SECURE Data Act; entire bill H.R. 9434 - Reviewing the Expansion of Government Act of 2026 (REG Act) of 2026; entire bill S. 1561 - Secure Notarization Act of 2025; entire bill S. 1877 - Improving Disclosures for Investors Act; entire bill S. 4784 - National Defense Authorization (NDAA); Section 815, Corporate capital distribution policies, including share repurchases and dividends restrictions Not Yet Introduced: issues related to Health Savings Accounts Not Yet Introduced: Informed Investor Access Act (Downing); entire bill
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2891 - IRA Charitable Rollover Facilitation and Enhancement Act; entire bill H.R. 6084 - ERISA Litigation Reform Act; entire bill H.R. 6324 - Retirement Simplification and Clarity Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill H.R. 6722 - Automatic IRA Act of 2025; entire bill H.R. 7556 - Pensions for All Act; entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 3975 - IRA Charitable rollover Facilitation and Enhancement Act; entire bill Not Yet Introduced: Excise taxes on Individual Retirement Accounts
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AMERIPRISE FINANCIAL, INC. via AMERIPRISE FINANCIAL, INC.
2026 · first_quarter · Q1
H.R. 1777 - Secure Notarization Act of 2025; entire bill H.R. 2441 - Improving Disclosures for Investors Act; entire bill H.R. 2689 - Restoring Accountability in Market Supervision (RAMS) Act; entire bill H.R. 3383 - Increasing Investor Opportunities Act; entire bill H.R. 3633 - CLARITY Act of 2025 & Senate amendments to H.R. 3633 CLARITY Act of 2025 S. 1561- Secure Notarization Act of 2025; entire bill S. 1877 - Improving Disclosures for Investors Act; entire bill Not Yet Introduced: Data privacy legislation Not Yet Introduced: issues related to Health Savings Accounts Not Yet Introduced: issues related to escheatment
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2891 - IRA Charitable Rollover Facilitation and Enhancement Act; entire bill H.R. 6084 - ERISA Litigation Reform Act; entire bill H.R. 6324 - Retirement Simplification and Clarity Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill H.R. 6722 - Automatic IRA Act of 2025; entire bill H.R. 7556 - Pensions for All Act; entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 3975 - IRA Charitable rollover Facilitation and Enhancement Act; entire bill Not Yet Introduced: Excise taxes on Individual Retirement Accounts
H.R. 20 - Richard L. Trumka Protecting the Right to Organize (PRO) Act; entire bill H.R. 1319 - To amend the Fair Labor Standards Act of 1938 and National Labor Relations Act to clarify the standard for determining whether an individual is an employee and for other purposes; entire bill H.R. 1320 - To ensure that the provision of portable benefits to an individual is not considered in determining whether such individual is an employee of a person; entire bill S. 852 - Richard L. Trumka Protecting the Right to Organize (PRO) Act; entire bill S. 2210 - Unlocking Benefits for independent Workers Act; entire bill S. 2228 - Modern Worker Empowerment Act; entire bill S. 4010 - 21st Century Worker Act; entire bill
H.R. 2089 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill H.R. 2547 - Secure Family Futures Act; entire bill S. 1335 - Secure Family Futures Act; entire bill S. 1839 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AMERIPRISE FINANCIAL, INC. via AMERIPRISE FINANCIAL, INC.
2025 · fourth_quarter · Q4
H.R. 1777 - Secure Notarization Act of 2025; entire bill H.R. 2441 - Improving Disclosures for Investors Act; entire bill H.R. 3383 - Increasing Investor Opportunities Act; entire bill S. 1877 - Improving Disclosures for Investors Act; entire bill Not Yet Introduced: Data privacy legislation Not Yet Introduced: issues related to Health Savings Accounts Not Yet Introduced: issues related to escheatment
H.R. 20 - Richard L. Trumka Protecting the Right to Organize (PRO) Act; entire bill H.R. 1319 - To amend the Fair Labor Standards Act of 1938 and National Labor Relations Act to clarify the standard for determining whether an individual is an employee and for other purposes; entire bill H.R. 1320 - To ensure that the provision of portable benefits to an individual is not considered in determining whether such individual is an employee of a person; entire bill S. 852 - Richard L. Trumka Protecting the Right to Organize (PRO) Act; entire bill S. 2210 - Unlocking Benefits for independent Workers Act; entire bill S. 2228 - Modern Worker Empowerment Act; entire bill
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill Not Yet Introduced: Excise taxes on Individual Retirement Accounts
H.R. 2089 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill H.R. 2547 - Secure Family Futures Act; entire bill S. 1335 - Secure Family Futures Act; entire bill S. 1839 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill
Not Yet Introduced: issues related to payment of interest and rewards
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AMERIPRISE FINANCIAL, INC. via AMERIPRISE FINANCIAL, INC.
2025 · third_quarter · Q3
H.R. 1777 - Secure Notarization Act of 2025; entire bill H.R. 2441 - Improving Disclosures for Investors Act; entire bill H.R. 3383 - Increasing Investor Opportunities Act; entire bill S. 1877 - Improving Disclosures for Investors Act; entire bill Not Yet Introduced: Data privacy legislation
H.R. 20 - Richard L. Trumka Protecting the Right to Organize (PRO) Act; entire bill H.R. 1319 - To amend the Fair Labor Standards Act of 1938 and National Labor Relations Act to clarify the standard for determining whether an individual is an employee and for other purposes; entire bill H.R. 1320 - To ensure that the provision of portable benefits to an individual is not considered in determining whether such individual is an employee of a person; entire bill S. 852 - Richard L. Trumka Protecting the Right to Organize (PRO) Act; entire bill S. 2210 - Unlocking Benefits for independent Workers Act; entire bill S. 2228 - Modern Worker Empowerment Act; entire bill
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2089 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2958 - Balance the Scales Act; entire bill H.R. 2988 - Protecting Prudent Investment of Retirement Savings Act; entire bill H.R. 5284 - Claiming Age Clarity Act; entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 1707 - Helping Young Americans Save for Retirement Act; entire bill S. 1831 - Auto Re-enroll Act of 2025; entire bill S. 1839 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill S. 1840 - Retirement Investment in Small Employers (RISE) Act; entire bill S. 2217 - Independent Retirement Fairness Act; entire bill Not Yet Introduced: Excise taxes on Individual Retirement Accounts
H.R. 2547 - Secure Family Futures Act; entire bill S. 1335 - Secure Family Futures Act; entire bill
S. 2113 - to amend the Federal Reserve Act to prohibit earnings on balances maintained at a Federal Reserve bank by or on behalf of a depository institution; entire bill
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AMERIPRISE FINANCIAL, INC. via AMERIPRISE FINANCIAL, INC.
2025 · second_quarter · Q2
H.R. 1777 - Secure Notarization Act of 2025; entire bill H.R. 2441 - Improving Disclosures for Investors Act; entire bill H.R. 3383 - Increasing Investor Opportunities Act; entire bill S. 1877 - Improving Disclosures for Investors Act; entire bill Not Yet Introduced: Data privacy legislation
H.R. 20 - Richard L. Trumka Protecting the Right to Organize (PRO) Act; entire bill H.R. 1319 - To amend the Fair Labor Standards Act of 1938 and National Labor Relations Act to clarify the standard for determining whether an individual is an employee and for other purposes; entire bill S. 852 - Richard L. Trumka Protecting the Right to Organize (PRO) Act; entire bill
AMERIPRISE FINANCIAL, INC. via AMERIPRISE FINANCIAL, INC.
2025 · first_quarter · Q1
H.R. 1777 - Secure Notarization Act of 2025; entire bill H.R. 2441 - Improving Disclosures for Investors Act; entire bill Not Yet Introduced: Increasing Investor Opportunities Act Not Yet Introduced: Data privacy legislation
H.R. 20 - Richard L. Trumka Protecting the Right to Organize (PRO) Act; entire bill S. 852 - Richard L. Trumka Protecting the Right to Organize (PRO) Act; entire bill
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill Not Yet Introduced: Excise taxes on Individual Retirement Accounts
AMERIPRISE FINANCIAL, INC. via AMERIPRISE FINANCIAL, INC.
2024 · fourth_quarter · Q4
H.R. 1165 - Data Privacy Act; entire bill H.R. 1807 - Improving Disclosure for Investors Act of 2023; entire bill H.R. 2622 - to amend the Investment Advisers Act of 1940 to codify certain Securities and Exchange Commission no-action letters that exclude brokers and dealers compensated for certain research services from the definition of investment adviser, and for other purposes; entire bill H.R. 2627 - Increasing Investor Opportunities Act; entire bill H.R. 2799 - the Expanding Access to Capital Act of 2023; entire bill H.R. 3063 - Retirement Fairness for Charities and Educational Institutions Act of 2023; entire bill H.R. 8818 - American Privacy Rights Act of 2024; entire bill S. 3735 - Protecting Innovation in Investment Act; entire bill S. 3815 - Improving Disclosure for Investors Act; entire bill Financial Services General Government Appropriations - SEC rulemaking funding related to liquidity risk management, equity market structure, custody, and predictive data analytics. Congressional Review Act (CRA) resolution regarding the DOLs retirement security rule; entire resolution
AMERIPRISE FINANCIAL, INC. via AMERIPRISE FINANCIAL, INC.
2024 · third_quarter · Q3
H.R. 5340 - Providing Complete Information to Retirement Investors Act; entire bill H.R. 7293 - Automatic IRA Act of 2024; entire bill S. 4917 - Retirement Fairness for Charities and Educational Institutions; entire bill Department of Labor Appropriations Bill; provisions relating to DOLs proposed fiduciary rule Not Yet Introduced: Secure 2.0 Technical Corrections Act retirement provisions
H.R. 515 - Protecting American Savers and Retirees Act; entire bill H.R. 5707 - Secure Family Futures Act of 2023; entire bill S. 413 - Stock Buyback Accountability Act of 2023; entire bill S. 4740 - The Secure Family Futures Act of 2024; entire bill Not Yet Introduced: Secure 2.0 Technical Corrections Act tax provisions
AMERIPRISE FINANCIAL, INC. via AMERIPRISE FINANCIAL, INC.
2024 · second_quarter · Q2
H.R. 4206 - Bank Safety Act of 2023; entire bill
H.R. 4008 - To amend the Employment Retirement Income Security Act of 1974 to prohibit plan investments in foreign adversary and sanctioned entities, require disclosure of existing investments in such entities, and for other purposes; entire bill H.R. 5340 - Providing Complete Information to Retirement Investors Act; entire bill H.R. 7293 - Automatic IRA Act of 2024; entire bill S. 3102 - Retirement Savings for Americans Act of 2023; entire bill Department of Labor Appropriations Bill; provisions relating to DOLs proposed fiduciary rule Not Yet Introduced: Secure 2.0 Technical Corrections Act retirement provisions
AMERIPRISE FINANCIAL, INC. via AMERIPRISE FINANCIAL, INC.
2024 · first_quarter · Q1
H.R. 4008 - To amend the Employment Retirement Income Security Act of 1974 to prohibit plan investments in foreign adversary and sanctioned entities, require disclosure of existing investments in such entities, and for other purposes; entire bill H.R. 5340 - Providing Complete Information to Retirement Investors Act; entire bill H.R. 7293 - Automatic IRA Act of 2024; entire bill S. 3102 - Retirement Savings for Americans Act of 2023; entire bill Department of Labor Appropriations Bill; provisions relating to DOLs proposed fiduciary rule Not Yet Introduced: Secure 2.0 Technical Corrections Act retirement provisions
H.R. 515 - Protecting American Savers and Retirees Act; entire bill H.R. 5707 - Secure Family Futures Act of 2023; entire bill S. 413 - Stock Buyback Accountability Act of 2023; entire bill Not Yet Introduced: Secure 2.0 Technical Corrections Act tax provisions Not Yet Introduced: Senate legislation regarding the capital tax treatment of debt investments held by life insurers
AMERIPRISE FINANCIAL, INC. via AMERIPRISE FINANCIAL, INC.
2023 · fourth_quarter · Q4
H.R. 4008 - To amend the Employment Retirement Income Security Act of 1974 to prohibit plan investments in foreign adversary and sanctioned entities, require disclosure of existing investments in such entities, and for other purposes; entire bill H.R. 5340 - Providing Complete Information to Retirement Investors Act; entire bill Department of Labor Appropriations Bill; provisions relating to DOLs proposed fiduciary rule S. 3102 - Retirement Savings for Americans Act of 2023; entire bill Not Yet Introduced: Secure 2.0 Technical Corrections Act retirement provisions
H.R. 1059 - SECURE Remote Online Notarization Act; entire bill H.R. 1165 - Data Privacy Act; entire bill H.R. 1807 - Improving Disclosure for Investors Act of 2023; entire bill H.R. 2622 - to amend the Investment Advisers Act of 1940 to codify certain Securities and Exchange Commission no-action letters that exclude brokers and dealers compensated for certain research services from the definition of investment adviser, and for other purposes; entire bill H.R. 2627 - Increasing Investor Opportunities Act; entire bill H.R. 3063 - Retirement Fairness for Charities and Educational Institutions Act of 2023; entire bill S. 1212 - Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act; entire bill Financial Services General Government Appropriations - SEC rulemaking funding related to liquidity risk management, equity market structure, custody, and predictive data analytics.
AMERIPRISE FINANCIAL, INC. via AMERIPRISE FINANCIAL, INC.
2023 · third_quarter · Q3
H.R. 1059 - SECURE Remote Online Notarization Act; entire bill H.R. 1165 - Data Privacy Act; entire bill H.R. 1807 - Improving Disclosure for Investors Act of 2023; entire bill H.R. 2593 - The Senior Security Act of 2023; entire bill H.R. 2622 - to amend the Investment Advisers Act of 1940 to codify certain Securities and Exchange Commission no-action letters that exclude brokers and dealers compensated for certain research services from the definition of investment adviser, and for other purposes; entire bill H.R. 2627 - Increasing Investor Opportunities Act; entire bill H.R. 3063 - Retirement Fairness for Charities and Educational Institutions Act of 2023; entire bill S. 955 - Senior Security Act of 2023; entire bill S. 1212 - Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act; entire bill Financial Services General Government Appropriations - SEC rulemaking funding related to liquidity risk management, equity market structure, and custody.
H.R. 3482 - Portable Retirement Savings for Americans Act; entire bill H.R. 4008 - To amend the Employment Retirement Income Security Act of 1974 to prohibit plan investments in foreign adversary and sanctioned entities, require disclosure of existing investments in such entities, and for other purposes; entire bill H.R. 5060 - To amend the Employee Retirement Income Security Act of 1974 to provide for greater spousal protection under defined contribution plans, and for other purposes; entire bill H.R. 5340 - Providing Complete Information to Retirement Investors Act; entire bill S. 1696 - Portable Benefits for Independent Workers Pilot Program Act; entire bill S. 2627 - To amend the Employee Retirement Income Security Act of 1974 to provide for greater spousal protection under defined contribution plans, and for other purposes; entire bill
AMERIPRISE FINANCIAL, INC. via AMERIPRISE FINANCIAL, INC.
2023 · second_quarter · Q2
H.R. 3482 - Portable Retirement Savings for Americans Act; entire bill H.R. 4008 - To amend the Employment Retirement Income Security Act of 1974 to prohibit plan investments in foreign adversary and sanctioned entities, require disclosure of existing investments in such entities, and for other purposes; entire bill S. 1696 - Portable Benefits for Independent Workers Pilot Program Act; entire bill Not yet introduced: Retirement Savings for Americans Act
H.R. 1059 - SECURE Remote Online Notarization Act; entire bill H.R. 1165 - Data Privacy Act; entire bill H.R. 1807 - Improving Disclosure for Investors Act of 2023; entire bill H.R. 2593 - The Senior Security Act of 2023; entire bill H.R. 2622 - to amend the Investment Advisers Act of 1940 to codify certain Securities and Exchange Commission no-action letters that exclude brokers and dealers compensated for certain research services from the definition of investment adviser, and for other purposes; entire bill H.R. 3063 - Retirement Fairness for Charities and Educational Institutions Act of 2023; entire bill S. 955 - Senior Security Act of 2023; entire bill S. 1212 - Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act; entire bill S. 2109 - Recovering Executive Compensation Obtained from Unaccountable Practices Act of 2023 or the RECOUP Act of 2023; entire bill Financial Services General Government Appropriations - provisions relating to SEC rulemaking funding related to liquidity risk management, equity market structure, and custody. Not Yet Introduced: industrial bank charter legislation
AMERIPRISE FINANCIAL, INC. via AMERIPRISE FINANCIAL, INC.
2023 · first_quarter · Q1
H.R. 20 - Richard L. Trumka Protecting the Right to Organize (PRO) Act of 2023; entire bill S. 567 - Richard L. Trumka Protecting the Right to Organize (PRO) Act of 2023; entire bill
H.R. 1059 - SECURE Remote Online Notarization Act; entire bill H.R. 1165 - Data Privacy Act; entire bill H.R. 1807 - Improving Disclosure for Investors Act of 2023; entire bill Not Yet Introduced: SEC appropriations Not Yet Introduced: industrial bank charter legislation
Not Yet Introduced: legislation to amend Federal securities laws to enhance 403(b) annuity plans and other purposes
AMERIPRISE FINANCIAL, INC. via AMERIPRISE FINANCIAL, INC.
2022 · fourth_quarter · Q4
H.R. 842 - Protecting the Right to Organize (PRO) Act; provisions relating to worker classification S. 420 - Protecting the Right to Organize (PRO) Act of 2021; provisions relating to worker classification S. 2865 - A bill to improve the unemployment insurance program; entire bill
H.R. 328 - Wall Street Tax Act of 2021; entire bill H.R. 1584 - Protect Retirement Savers and Everyday Investors Act; entire bill H.R. 2617 - Consolidated Appropriations Act, 2023; Division T, Secure 2.0 Act of 2022; provisions relating to retirement savings reform H.R. 5376 - Inflation Reduction Act of 2022; provisions relating to corporate, and individual and investment taxes S. 2452 - Encouraging Americans to Save Act; entire bill S. 2621 - Modernization of Derivatives Tax Act (MODA) of 2021; provisions relating to ordinary treatment of derivatives Not Yet Introduced: Modification to wash sales rules under 1099-B
AMERIPRISE FINANCIAL, INC. via AMERIPRISE FINANCIAL, INC.
2022 · third_quarter · Q3
H.R. 3099 - Primary Regulators of Insurance Vote Act of 2021; entire bill
H.R. 328 - Wall Street Tax Act of 2021; entire bill H.R. 1584 - Protect Retirement Savers and Everyday Investors Act; entire bill H.R. 5376 - Inflation Reduction Act of 2022; provisions relating to corporate, and individual and investment taxes S. 2452 - Encouraging Americans to Save Act; entire bill S. 2621 - Modernization of Derivatives Tax Act (MODA) of 2021; provisions relating to ordinary treatment of derivatives
H.R. 1277 - Improving Corporate Governance Through Diversity; entire bill H.R. 1816 - Information Transparency and Personal Data Control Act; entire bill H.R. 2039 - To Prohibit the Securities and Exchange Commission from Requiring that Personally Identifiable Information be Collected under Consolidated Audit Trail Reporting Requirements, and for other Purposes; entire bill H.R. 2620 - Investor Choice Act of 2021; entire bill H.R. 3962 - To authorize notaries public to perform, and to establish minimum standards for, electronic notarizations and remote notarizations that occur in or affect interstate commerce, to require any Federal court to recognize notarizations performed by a notarial officer of any State, to require any State to recognize notarizations performed by a notarial officer of any other State when the notarization was performed under or relates to a public Act, record, or judicial proceeding of the notarial officer's State or when the notarization occurs in or affects interstate commerce, and for other purposes; entire bill H.R. 8152 - the American Data Privacy and Protection Act; entire bill S. 374 - Improving Corporate Governance Through Diversity Act; entire bill S. 1171 - Investor Choice Act of 2021; entire bill S. 1209 - Protecting Investors Personally Identifiable Information Act; entire bill S. 1625 - Securing and Enabling Commerce Using Remote and Electronic Notarization Act (SECURE Notarization Act); entire bill S. 4241 - INvestor DEmocracy is Expected (INDEX) Act; entire bill Not Yet Introduced: Rep. Patrick McHenry Financial Data Privacy discussion draft
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2089 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2958 - Balance the Scales Act; entire bill H.R. 2988 - Protecting Prudent Investment of Retirement Savings Act; entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 1707 - Helping Young Americans Save for Retirement Act; entire bill S. 1839 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill S. 1840 - Retirement Investment in Small Employers (RISE) Act; entire bill S. 1831 - Auto Re-enroll Act of 2025; entire bill Not Yet Introduced: Excise taxes on Individual Retirement Accounts
H.R. 1 - One Big Beautiful Bill Act; provisions relating to stock buyback excise tax, Trump Accounts, ordinary treatment of insurance industry taxation, corporate and business-related tax issues H.R. 684 - Protecting American Savers and Retirees Act; entire bill H.R. 2547 - Secure Family Futures Act; entire bill S. 1335 - Secure Family Futures Act; entire bill
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
H.R. 684 - Protecting American Savers and Retirees Act; entire bill Not Yet Introduced: Corporate and business-related tax issues including treatment of state and local tax deductions Not Yet Introduced: Ordinary treatment of debt investments for insurance companies
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
H.R. 515 - Protecting American Savers and Retirees Act; entire bill H.R. 5707 - Secure Family Futures Act of 2023; entire bill S. 413 - Stock Buyback Accountability Act of 2023; entire bill S. 4740 - The Secure Family Futures Act of 2024; entire bill Not Yet Introduced: Secure 2.0 Technical Corrections Act tax provisions
H.R. 5340 - Providing Complete Information to Retirement Investors Act; entire bill H.R. 7293 - Automatic IRA Act of 2024; entire bill S. 4917 - Retirement Fairness for Charities and Educational Institutions; entire bill Department of Labor Appropriations Bill; provisions relating to DOLs proposed fiduciary rule Not Yet Introduced: Secure 2.0 Technical Corrections Act retirement provisions
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
H.R. 1059 - SECURE Remote Online Notarization Act; entire bill H.R. 1165 - Data Privacy Act; entire bill H.R. 1807 - Improving Disclosure for Investors Act of 2023; entire bill H.R. 2622 - to amend the Investment Advisers Act of 1940 to codify certain Securities and Exchange Commission no-action letters that exclude brokers and dealers compensated for certain research services from the definition of investment adviser, and for other purposes; entire bill H.R. 2627 - Increasing Investor Opportunities Act; entire bill H.R. 2799 - the Expanding Access to Capital Act of 2023; entire bill H.R. 3063 - Retirement Fairness for Charities and Educational Institutions Act of 2023; entire bill H.R. 8818 - American Privacy Rights Act of 2024; entire bill S. 1212 - Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act; entire bill S. 3735 - Protecting Innovation in Investment Act; entire bill S. 3815 - Improving Disclosure for Investors Act; entire bill Financial Services General Government Appropriations - SEC rulemaking funding related to liquidity risk management, equity market structure, custody, and predictive data analytics. Congressional Review Act (CRA) resolution regarding the DOLs retirement security rule; entire resolution
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
H.R. 1059 - SECURE Remote Online Notarization Act; entire bill H.R. 1165 - Data Privacy Act; entire bill H.R. 1807 - Improving Disclosure for Investors Act of 2023; entire bill H.R. 2622 - to amend the Investment Advisers Act of 1940 to codify certain Securities and Exchange Commission no-action letters that exclude brokers and dealers compensated for certain research services from the definition of investment adviser, and for other purposes; entire bill H.R. 2627 - Increasing Investor Opportunities Act; entire bill H.R. 2799 - the Expanding Access to Capital Act of 2023; entire bill H.R. 3063 - Retirement Fairness for Charities and Educational Institutions Act of 2023; entire bill H.R. 8818 - American Privacy Rights Act of 2024; entire bill S. 1212 - Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act; entire bill S. 3735 - Protecting Innovation in Investment Act; entire bill S. 3815 - Improving Disclosure for Investors Act; entire bill Financial Services General Government Appropriations - SEC rulemaking funding related to liquidity risk management, equity market structure, custody, and predictive data analytics. Congressional Review Act (CRA) resolution regarding the DOLs retirement security rule; entire resolution
H.R. 515 - Protecting American Savers and Retirees Act; entire bill H.R. 5707 - Secure Family Futures Act of 2023; entire bill S. 413 - Stock Buyback Accountability Act of 2023; entire bill Not Yet Introduced: Secure 2.0 Technical Corrections Act tax provisions Not Yet Introduced: Senate legislation regarding the capital tax treatment of debt investments held by life insurers
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
H.R. 1059 - SECURE Remote Online Notarization Act; entire bill H.R. 1165 - Data Privacy Act; entire bill H.R. 1807 - Improving Disclosure for Investors Act of 2023; entire bill H.R. 2622 - to amend the Investment Advisers Act of 1940 to codify certain Securities and Exchange Commission no-action letters that exclude brokers and dealers compensated for certain research services from the definition of investment adviser, and for other purposes; entire bill H.R. 2627 - Increasing Investor Opportunities Act; entire bill H.R. 2799 - the Expanding Access to Capital Act of 2023; entire bill H.R. 3063 - Retirement Fairness for Charities and Educational Institutions Act of 2023; entire bill S. 1212 - Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act; entire bill S. 3735 - Protecting Innovation in Investment Act; entire bill S. 3815 - Improving Disclosure for Investors Act; entire bill Financial Services General Government Appropriations - SEC rulemaking funding related to liquidity risk management, equity market structure, custody, and predictive data analytics.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
H.R. 515 - Protecting American Savers and Retirees Act; entire bill H.R. 5707 - Secure Family Futures Act of 2023; entire bill S. 413 - Stock Buyback Accountability Act of 2023; entire bill Not Yet Introduced: Secure 2.0 Technical Corrections Act tax provisions
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
H.R. 515 - Protecting American Savers and Retirees Act; entire bill H.R. 3991 - To amend the Internal Revenue Code of 1986 to increase the threshold for requiring information report with respect to certain payees; entire bill H.R. 5707 - Secure Family Futures Act of 2023; entire bill S. 413 - Stock Buyback Accountability Act of 2023; entire bill Not Yet Introduced: Technical corrections for SECURE 2.0 Provisions relating to Roth catch up relief
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
H.R. 515 - Protecting American Savers and Retirees Act; entire bill H.R. 2539 - New Markets Tax Credit Extension Act of 2023; entire bill H.R. 3481 - Family and Medical Insurance Leave (FAMILY) Act; entire bill H.R. 3665 - Defending American Jobs and Investment Act; entire bill H.R. 3936 - Tax Cuts for Working Families Act; entire bill H.R. 3991 - To amend the Internal Revenue Code of 1986 to increase the threshold for requiring information report with respect to certain payees; entire bill S. 413 - Stock Buyback Accountability Act of 2023; entire bill Not Yet Introduced: ordinary tax treatment of life insurance entities Not Yet Introduced: technical corrections for SECURE 2.0
H.R. 20 - Richard L. Trumka Protecting the Right to Organize (PRO) Act of 2023; entire bill S. 567 - Richard L. Trumka Protecting the Right to Organize (PRO) Act of 2023; entire bill
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
H.R. 515 - Protecting American Savers and Retirees Act; entire bill S. 234 - New Markets Tax Credit Extension Act of 2023; entire bill S. 413 - Stock Buyback Accountability Act of 2023; entire bill Not Yet Introduced: ordinary tax treatment of life insurance entities Not Yet Introduced: technical corrections for SECURE 2.0
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
H.R. 3099 - Primary Regulators of Insurance Vote Act of 2021; entire bill
H.R. 5912 - Close the ILC Loophole Act; entire bill S. 5189 - Close the Shadow Banking Loophole Act; entire bill
H.R. 1277 - Improving Corporate Governance Through Diversity; entire bill H.R. 1816 - Information Transparency and Personal Data Control Act; entire bill H.R. 2039 - To Prohibit the Securities and Exchange Commission from Requiring that Personally Identifiable Information be Collected under Consolidated Audit Trail Reporting Requirements, and for other Purposes; entire bill H.R. 2288 - to amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; entire bill H.R. 2620 - Investor Choice Act of 2021; entire bill H.R. 3962 - To authorize notaries public to perform, and to establish minimum standards for, electronic notarizations and remote notarizations that occur in or affect interstate commerce, to require any Federal court to recognize notarizations performed by a notarial officer of any State, to require any State to recognize notarizations performed by a notarial officer of any other State when the notarization was performed under or relates to a public Act, record, or judicial proceeding of the notarial officer's State or when the notarization occurs in or affects interstate commerce, and for other purposes; entire bill H.R. 4616 - Adjustable Interest Rate (LIBOR) Act of 2021; entire bill H.R. 8152 - the American Data Privacy and Protection Act; entire bill S. 374 - Improving Corporate Governance Through Diversity Act; entire bill S. 1171 - Investor Choice Act of 2021; entire bill S. 1209 - Protecting Investors Personally Identifiable Information Act; entire bill S. 1625 - Securing and Enabling Commerce Using Remote and Electronic Notarization Act (SECURE Notarization Act); entire bill S. 3779 - Adjustable Interest Rate (LIBOR) Act; entire bill S. 4241 - INvestor Democracy is EXpected (INDEX) Act; entire bill Not Yet Introduced: Rep. Patrick McHenry Financial Data Privacy discussion draft
H.R. 2617 - Consolidated Appropriations Act, 2023; provisions relating to retirement security H.R. 2954 - Securing a Strong Retirement Act of 2021; entire bill H.R. 4865 - Registration for Index-Linked Annuities Act (RILA); entire bill H.R. 5891 - Retirement Improvement and Savings Enhancement (RISE) Act; entire bill H.R. 6746 - Lifetime Income for Employees Act; entire bill S. 1272 - SIMPLE Plan Modernization Act; entire bill S. 1770 - Retirement Security and Savings Act of 2021; entire bill S. 1870 - Enhancing Emergency and Retirement Savings Act of 2021; entire bill S. 3198 - Registration for Index Linked Annuities (RILA) Act; entire bill S. 4103 - Helping Parents Save for College Act of 2022; entire bill S. 4353 - RISE & SHINE Act (Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg Act); entire bill S. 4400 - College Savings Recovery Act; entire bill
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
H.R. 842 - Protecting the Right to Organize (PRO) Act; provisions relating to worker classification S. 420 - Protecting the Right to Organize (PRO) Act of 2021; provisions relating to worker classification S. 2865 - A bill to improve the unemployment insurance program; entire bill
H.R. 2954 - Securing a Strong Retirement Act of 2021; entire bill H.R. 4865 - Registration for Index-Linked Annuities Act (RILA); entire bill H.R. 5891 - Retirement Improvement and Savings Enhancement (RISE) Act; entire bill H.R. 6746 - Lifetime Income for Employees Act; entire bill S. 1272 - SIMPLE Plan Modernization Act; entire bill S. 1770 - Retirement Security and Savings Act of 2021; entire bill S. 1870 - Enhancing Emergency and Retirement Savings Act of 2021; entire bill S. 3198 - Registration for Index Linked Annuities (RILA) Act; entire bill S. 4103 - Helping Parents Save for College Act of 2022; entire bill S. 4353 - RISE & SHINE Act (Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg Act); entire bill S. 4400 - College Savings Recovery Act; entire bill
H.R. 5912 - Close the ILC Loophole Act; entire bill
Filing targets: HOUSE OF REPRESENTATIVES, SENATE