ELIZABETH VARLEY

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

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

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

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 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

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.

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

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

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

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

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

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

H.R. 3099 - Primary Regulators of Insurance Vote Act of 2021; 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 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

H.R. 2954 - Securing a Strong Retirement Act of 2021; entire bill H.R. 5376 - The Build Back Better Act (BBBA); provisions relating to retirement 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. 4353 - RISE & SHINE Act (Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg Act); entire bill S. 4103 - Helping Parents Save for College Act of 2022; entire bill S. 4400 - College Savings Recovery Act; entire bill

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. 804 - Family and Medical Insurance Leave Act (FAMILY) Act; entire bill H.R. 1584 - Protect Retirement Savers and Everyday Investors Act; entire bill H.R. 5376 - The Build Back Better Act (BBBA); provisions relating to paid family medical leave, corporate, and individual and investment taxes S. 248 - Family and Medical Insurance Leave Act (FAMILY) Act; entire bill S. 817 - Wall Street Tax Act of 2021; entire bill 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. 2954 - Securing a Strong Retirement Act of 2021; entire bill H.R. 4289 - WISH Act; entire bill H.R. 5334 - PRIA Act of 2021; entire bill H.R. 5376 - The Build Back Better Act (BBBA); provisions relating to retirement 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. 2870 - PRIA Act of 2021; entire bill S. 3198 - Registration for Index Linked Annuities (RILA) Act; entire bill

H.R. 1996 - Secure and Fair Enforcement Banking Act of 2021 or the SAFE Banking Act of 2021; entire bill H.R. 4521 - America Competes Act of 2022; provisions related to SAFE Banking Act H.R. 5912 - Close the ILC Loophole Act; entire bill

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. 4289 - WISH Act; entire bill H.R. 5334 - PRIA Act of 2021; entire bill H.R. 5376 - The Build Back Better Act (BBBA); provisions relating to retirement 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. 2870 - PRIA Act of 2021; entire bill

H.R. 1996 - Secure and Fair Enforcement Banking Act of 2021 or the SAFE Banking Act of 2021; entire bill H.R. 5912 - Close the ILC Loophole Act; entire bill

H.R. 328 - Wall Street Tax Act of 2021; entire bill H.R. 804 - Family and Medical Insurance Leave Act (FAMILY) Act; entire bill H.R. 1584 - Protect Retirement Savers and Everyday Investors Act; entire bill H.R. 5376 - The Build Back Better Act (BBBA); provisions relating to paid family medical leave, corporate, and individual and investment taxes S. 248 - Family and Medical Insurance Leave Act (FAMILY) Act; entire bill 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. 842 - Protecting the Right to Organize (PRO) Act; provisions relating to worker classification S. 240 - 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. 804 - Family and Medical Insurance Leave Act (FAMILY) Act; entire bill H.R. 1584 - Protect Retirement Savers and Everyday Investors Act; entire bill H.R. 5376 - The Build Back Better Act (BBBA); provisions relating to paid family medical leave, corporate, and individual and investment taxes S. 248 - Family and Medical Insurance Leave Act (FAMILY) Act; entire bill 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. 2954 - Securing a Strong Retirement Act of 2021; entire bill H.R. 4289 - WISH Act; entire bill H.R. 4865 - the Registration for Index Linked Annuities (RILA) Act; entire bill H.R. 5334 - PRIA Act of 2021; entire bill H.R. 5376 - The Build Back Better Act (BBBA); provisions relating to retirement 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. 2446 - Womens Retirement Protection Act; entire bill S. 2870 - PRIA Act of 2021; entire bill

H.R. 1996 - Secure and Fair Enforcement Banking Act of 2021 or the SAFE Banking Act of 2021; entire bill Not yet introduced: ILC legislation sponsored by Rep. Jesus Garcia

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 S. 374 - Improving Corporate Governance Through Diversity Act; entire bill Not yet introduced: LIBOR legislation sponsored by Rep Brad Sherman

H.R. 842 - Protecting the Right to Organize (PRO) Act; provisions relating to worker classification S. 240 - Protecting the Right to Organize (PRO) Act of 2021; provisions relating to worker classification

H.R. 1185 - Family and Medical Insurance Leave (FAMILY) Act; entire bill H.R. 1516 - Wall Street Tax Act of 2019; entire bill H.R. 2923 - Inclusive Prosperity Act of 2019; entire bill H.R. 3301 - Taxpayer Certainty and Disaster Tax Relief Act of 2019; provisions relating to paid family leave employer credit H.R. 5726 - Senior Housing IRA Act of 2020; entire bill H.R. 5933 - Disclosure of Tax Havens and Offshoring Act; entire bill H.R. 6800 - Health and Economic Recovery Omnibus Emergency Solutions Act or the HEROES Act; provisions relating to tax credits, PPP, retirement, and 7702 H.R. 6824 - To amend the Internal Revenue Code of 1986 to provide for the carryover of the remaining 2020 balance in health flexible spending arrangements; entire bill H.R. 8406 - The Heroes Act; provisions relating to PPP modifications; small business tax provisions; economic stimulus; NOL; IRC Section 7702; ERTC S. 647 - Wall Street Tax Act of 2019; entire bill S. 1587 - Inclusive Prosperity Act of 2019; entire bill S. 4775 - Delivering Immediate Relief to America's Families, Schools and Small Businesses Act; provisions relating to charitable tax deduction Not Yet Introduced: Legislation regarding ordinary treatment of debt investments Not Yet Introduced: Tax Parity for US Mutual Funds Act of 2020

H.R. 133 - Consolidated Appropriations Act, 2021; provisions relating to programs intended to mitigate the effects of COVID-19 H.R. 1018 - Improving Corporate Governance Through Diversity Act of 2019; entire bill H.R. 1876 - Senior Security Act of 2019; entire bill H.R. 4117 - IRA Preservation Act of 2019; entire bill H.R. 5084 - Improving Corporate Governance Through Diversity Act of 2019; entire bill H.R. 6339 - To temporarily ban stock buybacks until the impact of COVID-19 on the American financial system has ended; entire bill H.R. 6371 - To amend the Securities Exchange Act of 1934 to require issuers to disclose risks related to global pandemics, and for other purposes; entire bill H.R. 6395 - the William M. (Mac) Thornberry National Defense Authorization Act for Fiscal Year 2021; provisions relating to cybersecurity and AML/beneficial ownership H.R. 6994 - Registration for Index-Linked Annuities Act; entire bill S. 945 - Holding Foreign Companies Accountable Act; entire bill S. 3456 - Consumer Data Privacy and Security Act of 2020; entire bill S. 3795 - Registration for Index Linked Annuities Act of 2020; entire bill S. 3962 - Asset Growth Restriction Act; entire bill S. 4116 - A bill to extend the authority for commitments for the paycheck protection program and separate amounts authorized for other loans under section 7(a) of the Small Business Act, and for other purposes; entire bill Not Yet Introduced: Bipartisan Privacy bill; entire bill Not Yet Introduced: Diverse Investment Advisors Act; entire bill Not Yet Introduced: Consumer Data Privacy Act; provisions including those relating to data collection, privacy and protection of data, algorithms, definitions, control, enforcement and preemption Not Yet Introduced: LIBOR Transition Assistance Act; entire bill Not Yet Introduced: E-delivery legislation

H.R. 5676 - Retirement Plan Modernization Act; entire bill H.R. 6958 - To allow provide that the unused balance of a dependent care flexible spending arrangement at the end of plan year 2020 may be rolled over to the following plan year; entire bill H.R. 7008 - The Family Savings Flexibility Act; entire bill H.R. 8406 - The Heroes Act; provisions relating to retirement plans H.R. 8696 - Securing a Strong Retirement Act of 2020; entire bill H.R. 8959 - Retirees Sustainable Investment Policies Act of 2020; entire bill H.R. 8960 - Sustainable Investment Policies Act; entire bill S. 322 - SIMPLE Plan Modernization Act; entire bill S. 1011 - To amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the requirements for multiple employer plans, and for other purposes; entire bill S. 1431 - Retirement Security and Savings Act of 2019; entire bill S. 5035 - Encouraging Americans to Save Act; entire bill S. 5064 - A bill to amend the Internal Revenue Code of 1986 to increase retirement savings, to improvement retirement plan administration, and for other purposes; entire bill Not Yet Introduced: Proposal for an employer retirement plan requirement; entire bill

H.R. 2005 - Women's Retirement Protection Act of 2019; entire bill H.R. 5676 - Retirement Plan Modernization Act; entire bill H.R. 6562 - the Securing Additional Value for Every Retirement Saver (SAVERS) Act; entire bill H.R. 6958 - To allow provide that the unused balance of a dependent care flexible spending arrangement at the end of plan year 2020 may be rolled over to the following plan year; entire bill H.R. 7008 - The Family Savings Flexibility Act; entire bill H.R. 7016 - Fairness for Early Withdrawers Act; entire bill H.R. 8406 - The Heroes Act; provisions relating to retirement plans S. 321 - Retirement Security Act of 2019; entire bill S. 322 - SIMPLE Plan Modernization Act; entire bill S. 1011 - To amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the requirements for multiple employer plans, and for other purposes; entire bill S. 1018 - Refund to Rainy Day Savings Act; entire bill S. 1019 - Strengthening Financial Security Through Short-Term Savings Accounts Act of 2019; entire bill S. 1020 - Retirement Flexibility Act; entire bill S. 1428 - Retirement Parity for Student Loans Act; entire bill S. 1431 - Retirement Security and Savings Act of 2019; entire bill S. 3417 - Information Needed for Financial Options Risk Mitigation (INFORM) Act; entire bill S. 4537 - Reinvigorating the Economy, Creating Opportunity for every Vocation, Employer, Retiree & Youth Act or RECOVERY Act; provisions relating to retirement security Not Yet Introduced: Proposal for an employer retirement plan requirement

H.R. 1185 - Family and Medical Insurance Leave (FAMILY) Act; entire bill H.R. 1516 - Wall Street Tax Act of 2019; entire bill H.R. 1940 - New Parents Act of 2019; entire bill H.R. 2923 - Inclusive Prosperity Act of 2019; entire bill H.R. 3301 - Taxpayer Certainty and Disaster Tax Relief Act of 2019; provisions relating to paid family leave employer credit H.R. 5726 - Senior Housing IRA Act of 2020; entire bill H.R. 5933 - Disclosure of Tax Havens and Offshoring Act; entire bill H.R. 6800 - Health and Economic Recovery Omnibus Emergency Solutions Act or the HEROES Act; provisions relating to tax credits, PPP H.R. 6824 - To amend the Internal Revenue Code of 1986 to provide for the carryover of the remaining 2020 balance in health flexible spending arrangements; entire bill H.R. 8406 - The Heroes Act; provisions relating to PPP modifications; small business tax provisions; economic stimulus; NOL; IRC Section 7702; ERTC S. 463 - Family and Medical Insurance Leave (FAMILY) Act; entire bill S. 647 - Wall Street Tax Act of 2019; entire bill S. 1587 - Inclusive Prosperity Act of 2019; entire bill S. 4778 - Delivering Immediate Relief to America's Families, Schools and Small Businesses Act; provisions relating to charitable tax deduction Not Yet Introduced: Legislation regarding ordinary treatment of debt investments Not Yet Introduced: Tax Parity for US Mutual Funds Act of 2020

H.R. 1018 - Improving Corporate Governance Through Diversity Act of 2019; entire bill H.R. 1595 - Secure and Fair Enforcement Banking Act of 2019 or the SAFE Banking Act of 2019; provisions relating to provision of services to legitimate state-approved businesses H.R. 1876 - Senior Security Act of 2019; entire bill H.R. 2513 - Corporate Transparency Act of 2019; entire bill H.R. 4117 - IRA Preservation Act of 2019; entire bill H.R. 4335 - 8-K Trading Gap Act of 2019; entire bill H.R. 5084 - Improving Corporate Governance Through Diversity Act of 2019; entire bill H.R. 6339 - To temporarily ban stock buybacks until the impact of COVID-19 on the American financial system has ended; entire bill H.R. 6364 - Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2020; entire bill H.R. 6371 - To amend the Securities Exchange Act of 1934 to require issuers to disclose risks related to global pandemics, and for other purposes; entire bill H.R. 6994 - Registration for Index-Linked Annuities Act; entire bill H.R. 7777 - Paycheck Protection Small Business Forgiveness Act; entire bill S. 603 - Financial Stability Oversight Council Improvement Act of 2019; entire bill S. 945 - Holding Foreign Companies Accountable Act; entire bill S. 3456 - Consumer Data Privacy and Security Act of 2020; entire bill S. 3795 - Registration for Index Linked Annuities Act of 2020; entire bill S. 3962 - Asset Growth Restriction Act; entire bill S. 4116 - A bill to extend the authority for commitments for the paycheck protection program and separate amounts authorized for other loans under section 7(a) of the Small Business Act, and for other purposes; entire bill S. 4117 - Paycheck Protection Small Business Forgiveness Act; entire bill Not Yet Introduced: Bipartisan Privacy bill; entire bill Not Yet Introduced: Diverse Investment Advisors Act; entire bill Not Yet Introduced: Consumer Data Privacy Act; provisions including those relating to data collection, privacy and protection of data, algorithms, definitions, control, enforcement and preemption

H.R. 1185 - Family and Medical Insurance Leave (FAMILY) Act; entire bill H.R. 1516 - Wall Street Tax Act of 2019; entire bill H.R. 1940 - New Parents Act of 2019; entire bill H.R. 2923 - Inclusive Prosperity Act of 2019; entire bill H.R. 3301 - Taxpayer Certainty and Disaster Tax Relief Act of 2019; provisions relating to paid family leave employer credit H.R. 5726 - Senior Housing IRA Act of 2020; entire bill H.R. 6800 - Health and Economic Recovery Omnibus Emergency Solutions Act or the HEROES Act; provisions relating to tax credits, PPP H.R. 6824 - To amend the Internal Revenue Code of 1986 to provide for the carryover of the remaining 2020 balance in health flexible spending arrangements; entire bill S. 463 - Family and Medical Insurance Leave (FAMILY) Act; entire bill S. 647 - Wall Street Tax Act of 2019; entire bill S. 1587 - Inclusive Prosperity Act of 2019; entire bill Not Yet Introduced: Legislation regarding IRC Section 7702 interest rates and ordinary treatment of debt investments

H.R. 2005 - Women's Retirement Protection Act of 2019; entire bill H.R. 5676 - Retirement Plan Modernization Act; entire bill H.R. 6562 - the Securing Additional Value for Every Retirement Saver (SAVERS) Act; entire bill H.R. 6958 - To allow provide that the unused balance of a dependent care flexible spending arrangement at the end of plan year 2020 may be rolled over to the following plan year; entire bill H.R. 7008 - The Family Savings Flexibility Act; entire bill H.R. 7016 - Fairness for Early Withdrawers Act; entire bill S. 321 - Retirement Security Act of 2019; entire bill S. 322 - SIMPLE Plan Modernization Act; entire bill S. 1011 - To amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the requirements for multiple employer plans, and for other purposes; entire bill S. 1018 - Refunds to Rainy Day Savings Act; entire bill S. 1019 - Strengthening Financial Security Through Short-Term Savings Accounts Act of 2019; entire bill S. 1020 - Retirement Flexibility Act; entire bill S. 1428 - Retirement Parity for Student Loans Act; entire bill S. 1431 - Retirement Security and Savings Act of 2019; entire bill S. 3417 - Information Needed for Financial Options Risk Mitigation (INFORM) Act; entire bill Not Yet Introduced: Proposal for an employer retirement plan requirement sponsored Rep. Richard Neal

H.R. 2474 - Protecting the Right to Organize; entire bill

H.R. 748 - Coronavirus Aid, Relief and Economic Security Act (CARES Act); provisions relating to small business relief, taxpayer relief H.R. 1185 - Family and Medical Insurance Leave (FAMILY) Act; entire bill H.R. 1516 - Wall Street Tax Act of 2019; entire bill H.R. 1940 - New Parents Act of 2019; entire bill H.R. 2923 - Inclusive Prosperity Act of 2019; entire bill H.R. 3301 - Taxpayer Certainty and Disaster Tax Relief Act of 2019; provisions relating to paid family leave employer credit H.R. 5726 - Senior Housing IRA Act of 2020; entire bill H.R. 6201 - Families First Coronavirus Response Act; provisions relating to sick and paid family medical leave and tax credits S. 463 - Family and Medical Insurance Leave (FAMILY) Act; entire bill S. 617 - Tax Extender and Disaster Relief Act of 2019; provisions relating to individual tax credits S. 647 - Wall Street Tax Act of 2019; entire bill S. 684 - Middle Class Health Benefits Tax Repeal Act; entire bill S. 920 - New Parents Act of 2019; entire bill S. 1587 - Inclusive Prosperity Act of 2019; entire bill S. 1628 - Paid Family Leave Pilot Extension Act; entire bill Not Yet Introduced: The Child Rearing and Development Leave Empowerment (CRADLE) Act sponsored by Sens. Joni Ernst and Mike Lee Not Yet Introduced: Legislation regarding IRC Section 7702 interest rates and ordinary treatment of debt investments

Not Yet Introduced: To make reforms to the Federal Bank Secrecy Act and anti-money laundering laws

H.R. 2479 - Primary Regulators of Insurance Vote Act (PRIVA Act) of 2019; entire bill H.R. 4592 - International Insurance Standards Act; entire bill S. 1298 - Primary Regulators of Insurance Vote Act (PRIVA Act) of 2019; entire bill

H.R. 1018 - Improving Corporate Governance Through Diversity Act of 2019; entire bill H.R. 1423 - the Forced Arbitration Injustice Repeal Act; entire bill H.R. 1595 - Secure and Fair Enforcement Banking Act of 2019 or the SAFE Banking Act of 2019; provisions relating to provision of services to a legitimate marijuana-related business H.R. 1731 - Cybersecurity Disclosure Act of 2019; entire bill H.R. 1815 - SEC Disclosure Effectiveness Testing Act; entire bill H.R. 1865 - Further Consolidated Appropriations Act, 2020; Provisions relating to the SECURE Act, health insurance sales tax, and employer-provided health insurance plans excise tax H.R. 1876 - Senior Security Act of 2019; entire bill H.R. 2513 - Corporate Transparency Act of 2019; entire bill H.R. 2534 - Insider Trading Prohibition Act; entire bill H.R. 3351 - FY 20 Financial Services and General Government Appropriations; provisions relating to SEC funding H.R. 3623 - Climate Risk Disclosure Act of 2019; entire bill H.R. 4242 - Greater Accountability in Pay Act of 2019; entire bill H.R. 4329 - ESG Disclosure Simplification Act of 2019; entire bill H.R. 4335 - 8-K Trading Gap Act of 2019; entire bill H.R. 4344 - the Investor Protection and Capital Markets Fairness Act; entire bill H.R. 4476 - Financial Transparency Act; entire bill H.R. 5050 - Protecting Consumers Access to Credit Act; entire bill H.R. 5322 - Ensuring Diversity in Community Banking Act of 2019 H.R. 5336 - Investor Choice Act of 2019; entire bill S. 603 - Financial Stability Oversight Council Improvement Act of 2019; entire bill S. 1200 - Secure and Fair Enforcement Banking Act of 2019 or the SAFE Banking Act of 2019; provisions relating to provision of services to a legitimate marijuana-related business S. 2391 - Stock Buyback Reform and Worker Dividend Act of 2019; provisions relating to stock buyback S. 2563 - The ILLICIT CASH Act; provisions relating to money laundering and beneficial ownership Not Yet Introduced: Wyden Proposal to Fix Broken Tax Code, Equalize Treatment of Wages and Wealth, Protect Social Security Not Yet Introduced: Bipartisan Privacy bill sponsored by Reps. Cathy McMorris-Rodgers & Rep. Jan Schakowsky Not Yet Introduced: Diverse Asset Manager Act

H.R. 1957 - Taxpayer First Act of 2019; provisions relating to 1099 filings, e-signatures, taxpayer income verification H.R. 1993 - Providing Retirement Security to Workers in Small Businesses, Cooperatives, and Service Organizations Act of 2019; entire bill H.R. 1994 - Setting Every Community Up for Retirement Enhancement Act of 2019; entire bill H.R. 2367 - Lifetime Income Disclosure Act; entire bill S. 321 - Retirement Security Act of 2019; entire bill S. 322 - SIMPLE Plan Modernization Act; entire bill S. 972 - Retirement Enhancement and Savings Act (RESA); entire bill S. 1011 - To amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the requirements for multiple employer plans, and for other purposes; entire bill S. 1018 - Refunds to Rainy Day Savings Act; entire bill S. 1019 - Strengthening Financial Security Through Short-Term Savings Accounts Act of 2019; entire bill S. 1020 - Retirement Flexibility Act; entire bill S. 1428 - Retirement Parity for Student Loans Act; entire bill S. 1431 - Retirement Security and Savings Act of 2019; entire bill S. 2370 - Automatic IRA Act of 2019; entire bill Not Yet Introduced: Proposal for an employer retirement plan requirement sponsored Rep. Richard Neal

H.R. 2474 - Protecting the Right to Organize; entire bill

Not Yet Introduced: To make reforms to the Federal Bank Secrecy Act and anti-money laundering laws

Not Yet Introduced: To make reforms to the Federal Bank Secrecy Act and anti-money laundering laws

H.R. 1862 - Federal Insurance Office Abolishment Act of 2019; entire bill H.R. 2479 - Primary Regulators of Insurance Vote Act (PRIVA Act) of 2019; entire bill H.R. 4592 - International Insurance Standards Act; entire bill S. 1298 - Primary Regulators of Insurance Vote Act (PRIVA Act) of 2019; entire bill

H.R. 1007 - Retirement Enhancement and Savings Act of 2019; entire bill H.R. 1439 - Increasing Access to a Secure Retirement Act of 2019; entire bill H.R. 1874 - To amend the Internal Revenue Code of 1986 to require that qualified cash or deferred arrangements allow certain long-term employees to participate; entire bill H.R. 1957 - Taxpayer First Act of 2019; entire bill H.R. 1993 - Providing Retirement Security to Workers in Small Businesses, Cooperatives, and Service Organizations Act of 2019; entire bill H.R. 1994 - Setting Every Community Up for Retirement Enhancement Act of 2019; entire bill H.R. 2367 - Lifetime Income Disclosure Act; entire bill H.R. 3300 - Economic Mobility Act of 2019; entire bill S. 321 - Retirement Security Act of 2019; entire bill S. 322 - SIMPLE Plan Modernization Act; entire bill S. 972 - Retirement Enhancement and Savings Act (RESA); entire bill S. 1011 - To amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the requirements for multiple employer plans, and for other purposes; entire bill S. 1018 - Refunds to Rainy Day Savings Act; entire bill S. 1019 - Strengthening Financial Security Through Short-Term Savings Accounts Act of 2019; entire bill S. 1020 - Retirement Flexibility Act; entire bill S. 1428 - Retirement Parity for Student Loans Act; entire bill S. 1431 - Retirement Security and Savings Act of 2019; entire bill S. 2370 - Automatic IRA Act of 2019; entire bill Not Yet Introduced: Proposal for an employer retirement plan requirement sponsored Rep. Richard Neal Not Yet Introduced: SAVE Act sponsored by Rep. Ron Kind Not Yet Introduced: Portable retirement and investment account legislation sponsored by Rep. Jim Himes

H.R. 748 - Middle Class Health Benefits Tax Repeal Act of 2019; entire bill H.R. 1185 - Family and Medical Insurance Leave (FAMILY) Act; entire bill H.R. 1516 - Wall Street Tax Act of 2019; entire bill H.R. 1940 - New Parents Act of 2019; entire bill H.R. 2923 - Inclusive Prosperity Act of 2019; entire bill H.R. 3301 - Taxpayer Certainty and Disaster Tax Relief Act of 2019; provisions relating to paid family leave employer credit S. 463 - Family and Medical Insurance Leave (FAMILY) Act; entire bill S. 617 - Tax Extender and Disaster Relief Act of 2019; provisions relating to individual tax credits S. 647 - Wall Street Tax Act of 2019; entire bill S. 684 - Middle Class Health Benefits Tax Repeal Act; entire bill S. 920 - New Parents Act of 2019; entire bill S. 1587 - Inclusive Prosperity Act of 2019; entire bill S. 1628 - Paid Family Leave Pilot Extension Act; entire bill S. 1948 - Chronic Disease Management Act of 2019; entire bill Not Yet Introduced: The Child Rearing and Development Leave Empowerment (CRADLE) Act sponsored by Sens. Joni Ernst and Mike Lee

H.R. 748 - Middle Class Health Benefits Tax Repeal Act of 2019; entire bill H.R. 1185 - Family and Medical Insurance Leave (FAMILY) Act; entire bill H.R. 1516 - Wall Street Tax Act of 2019; entire bill H.R. 1940 - New Parents Act of 2019; entire bill H.R. 2923 - Inclusive Prosperity Act of 2019; entire bill H.R. 3301 - Taxpayer Certainty and Disaster Tax Relief Act of 2019; provisions relating to paid family leave employer credit S. 463 - Family and Medical Insurance Leave (FAMILY) Act; entire bill S. 647 - Wall Street Tax Act of 2019; entire bill S. 684 - Middle Class Health Benefits Tax Repeal Act; entire bill S. 920 - New Parents Act of 2019; entire bill S. 1587 - Inclusive Prosperity Act of 2019; entire bill S. 1628 - Paid Family Leave Pilot Extension Act; entire bill Not Yet Introduced: The Child Rearing and Development Leave Empowerment (CRADLE) Act sponsored by Sens. Joni Ernst and Mike Lee

H.R. 1007 - Retirement Enhancement and Savings Act of 2019; entire bill H.R. 1439 - Increasing Access to a Secure Retirement Act of 2019; entire bill H.R. 1874 - To amend the Internal Revenue Code of 1986 to require that qualified cash or deferred arrangements allow certain long-term employees to participate; entire bill H.R. 1957 - Taxpayer First Act of 2019; entire bill H.R. 1993 - Providing Retirement Security to Workers in Small Businesses, Cooperatives, and Service Organizations Act of 2019; entire bill H.R. 1994 - Setting Every Community Up for Retirement Enhancement Act of 2019; entire bill H.R. 2369 - Lifetime Income Disclosure Act; entire bill H.R. 3300 - Economic Mobility Act of 2019; entire bill S. 321 - Retirement Security Act of 2019; entire bill S. 322 - SIMPLE Plan Modernization Act; entire bill S. 972 - Retirement Enhancement and Savings Act (RESA); entire bill S. 1011 - To amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the requirements for multiple employer plans, and for other purposes; entire bill S. 1018 - Refunds to Rainy Day Savings Act; entire bill S. 1019 - Strengthening Financial Security Through Short-Term Savings Accounts Act of 2019; entire bill S. 1020 - Retirement Flexibility Act; entire bill S. 1428 - Retirement Parity for Student Loans Act; entire bill S. 1431 - Retirement Security and Savings Act of 2019; entire bill Not Yet Introduced: Proposal for an employer retirement plan requirement sponsored Rep. Richard Neal Not Yet Introduced: SAVE Act sponsored by Rep. Ron Kind Not Yet Introduced: Portable retirement and investment account legislation sponsored by Rep. Jim Himes

H.R. 1862 - Federal Insurance Office Abolishment Act of 2019; entire bill

H.R. 1007 - Retirement Enhancement and Savings Act of 2019; entire bill H.R. 1439 - Increasing Access to a Secure Retirement Act of 2019; entire bill H.R. 1874 - To amend the Internal Revenue Code of 1986 to require that qualified cash or deferred arrangements allow certain long-term employees to participate; entire bill H.R. 1957 - Taxpayer First Act of 2019; entire bill H.R. 1993 - Providing Retirement Security to Workers in Small Businesses, Cooperatives, and Service Organizations Act of 2019; entire bill H.R. 1994 - Setting Every Community Up for Retirement Enhancement Act of 2019; entire bill S. 321 - Retirement Security Act of 2019; entire bill S. 322 - SIMPLE Plan Modernization Act; entire bill S. 972 - Retirement Enhancement and Savings Act (RESA); entire bill Not Yet Introduced: Proposal for an employer retirement plan requirement sponsored Rep. Richard Neal Not Yet Introduced: Retirement security and savings act sponsored by Sens. Rob Portman and Ben Cardin Not Yet Introduced: SAVE Act sponsored by Rep. Ron Kind Not Yet Introduced: Portable retirement and investment account legislation sponsored by Rep. Jim Himes

Not yet introduced: To make reforms to the Federal Bank Secrecy Act and anti-money laundering laws

H.R. 756 - Postal Service Reform Act of 2017; entire bill S. 2629 - Postal Service Reform Act of 2018; entire bill

H.R. 35 - Health Savings Act of 2017; entire bill H.R. 1175 - Health Savings Act of 2017; entire bill H.R. 5138 - Bipartisan HSA Improvement Act of 2018; entire bill S. 403 - Health Savings Act of 2017; entire bill

H.R. 10 - Financial CHOICE Act of 2017; provisions relating to Rider 30e-3, SIFI designation, international capital standards, FIO restructuring, Senior$afe Act H.R. 585 - Investor Choice Act of 2017; entire bill H.R. 1585 - Fair Investment Opportunities for Professional Experts Act; entire bill H.R. 1669 - Partnership to Build America Act of 2017; entire bill H.R. 1670 - Infrastructure 2.0 Act; entire bill H.R. 2396 - Privacy Notification Technical Clarification Act; entire bill H.R. 3312 - Systemic Risk Designation Improvement Act of 2017; entire bill H.R. 3973 - Market Data Protection Act of 2017; entire bill H.R. 4061 - Financial Stability Oversight Council Improvement Act of 2017; entire bill H.R. 4279 - Expanding Investment Opportunities Act; entire bill H.R. 5749 - Options Markets Stability Act; entire bill H.R. 6068 - Counter Terrorism and Illicit Finance Act; entire bill H.R. 6743 - Consumer Information Notification Requirement Act; entire bill S. 647 - Mandatory Arbitration Transparency Act of 2017; entire bill S. 1744 - Brokaw Act; entire bill S. 2499 - A Bill to Require the Financial Industry Regulatory Authority to Establish a Relief Fund to Provide Investors with the Full Value of Unpaid Arbitration Awards Issued Against Brokerage Firms or Brokers Regulated by the Authority; entire bill Not Yet Introduced: Senator Wyden's Consumer Data Protection Act of 2018

H.R. 2030 - Savings Enhancement by Alleviating Leakage in 401(k) Savings (SEAL) Act; entire bill H.R. 4523 - Automatic Retirement Plan Act of 2017; entire bill H.R. 4524 - Retirement Plan Simplification and Enhancement Act of 2017; entire bill H.R. 4610 - Receiving Electronic Statements to Improve Retiree Earnings Act; entire bill H.R. 4637 - Small Businesses Add Value for Employees Act of 2017 or SAVE Act; entire bill H.R. 5282, the Retirement Enhancement and Savings Act (RESA); entire bill H.R. 6990 - Portable Retirement and Investment Account (PRIA) Act; entire bill S. 1035 - Preserve Rights Of States and Political Subdivisions to Encourage Retirement Savings Act (PROSPERS Act); entire bill S. 1379 - Graduate Student Savings Act of 2017; entire bill S. 1383 - Retirement Security Act of 2017; entire bill S. 1861 - Automatic IRA Act of 2017; entire bill S. 2526 - Retirement Enhancement and Savings Act of 2018; entire bill S. 2753 - Commission on Retirement Security Act of 2018; entire bill Not Yet Introduced: Savers credit legislation (Sen. Klobuchar) Not Yet Introduced: Senators Portman and Cardin retirement savings legislation Not Yet Introduced: Congressman Neals retirement plan coverage/retirement security legislation Congressman Kevin Brady's tax and oversight package; provisions relating to retirement security

H.R. 10 - Financial CHOICE Act of 2017; provisions relating to Rider 30e-3, SIFI designation, international capital standards, FIO restructuring, Senior$afe Act H.R. 135 - Cyber Privacy Fortification Act of 2017; entire bill H.R. 585 - Investor Choice Act of 2017; entire bill H.R. 1585 - Fair Investment Opportunities for Professional Experts Act; entire bill H.R. 1624 - Municipal Finance Support Act of 2017; entire bill H.R. 1669 - Partnership to Build America Act of 2017; entire bill H.R. 1670 - Infrastructure 2.0 Act; entire bill H.R. 2396 - Privacy Notification Technical Clarification Act; entire bill H.R. 3312 - Systemic Risk Designation Improvement Act of 2017; entire bill H.R. 3973 - Market Data Protection Act of 2017; entire bill H.R. 4061 - Financial Stability Oversight Council Improvement Act of 2017; entire bill H.R. 4279 - Expanding Investment Opportunities Act; entire bill H.R. 4790 - Volcker Rule Regulatory Harmonization Act; entire bill H.R. 5749 - Options Markets Stability Act; entire bill H.R. 6068 - Counter Terrorism and Illicit Finance Act; entire bill H.R. 6743 - Consumer Information Notification Requirement Act; entire bill S. 647 - Mandatory Arbitration Transparency Act of 2017; entire bill S. 1744 - Brokaw Act; entire bill S. 1893 - Systemic Risk Designation Improvement Act of 2017; entire bill S. 2499 - A Bill to Require the Financial Industry Regulatory Authority to Establish a Relief Fund to Provide Investors with the Full Value of Unpaid Arbitration Awards Issued Against Brokerage Firms or Brokers Regulated by the Authority; entire bill

H.R. 302 - FAA Reauthorization Act of 2018; provisions relating to drones H.R. 372 - Competitive Health Insurance Reform Act of 2017; provisions relating to McCarran-Ferguson Act coverage for life, annuities, disability income insurance, long-term care insurance, and P/C insurance H.R. 2997 - The 21st Century Aviation Innovation, Reform, and Reauthorization Act (AIRRACT); provisions relating to use of drones H.R. 3746 - Business of Insurance Regulatory Reform Act of 2017; entire bill H.R. 3762 - International Insurance Standards Act of 2017; entire bill H.R. 3861 - Federal Insurance Office Reform Act of 2017; entire bill H.R. 4537 - International Insurance Standards Act; entire bill H.R. 5059 - State Insurance Regulation Preservation Act; entire bill H.R. 5666 - Primary Regulators of Insurance Vote of 2018; entire bill S. 488 - JOBS and Investor Confidence Act of 2018; provisions relating to international insurance standards S. 1360 - International Insurance Capital Standards Accountability Act of 2017; entire bill S. 2702 - Business of Insurance Regulatory Reform Act of 2018; entire bill S. 3177 - Primary Regulators of Insurance Vote Act of 2018; entire bill

H.R. 35 - Health Savings Act of 2017; entire bill H.R. 1175 - Health Savings Act of 2017; entire bill H.R. 5138 - Bipartisan HSA Improvement Act of 2018; entire bill S. 403 - Health Savings Act of 2017; entire bill

H.R. 1083 - American Savings Account Act of 2017; entire bill H.R. 2030 - Savings Enhancement by Alleviating Leakage in 401(k) Savings (SEAL) Act; entire bill H.R. 4523 - Automatic Retirement Plan Act of 2017; entire bill H.R. 4524 - Retirement Plan Simplification and Enhancement Act of 2017; entire bill H.R. 4604 - Increasing Access to a Secure Retirement Act of 2017; entire bill H.R. 4610 - Receiving Electronic Statements to Improve Retiree Earnings Act; entire bill H.R. 4637 - Small Businesses Add Value for Employees Act of 2017 or SAVE Act; entire bill H.R. 4997 - Giving Retirement Options to Workers Act of 2018 or the GROW Act; entire bill H.R. 5282, the Retirement Enhancement and Savings Act (RESA); entire bill S. 1035 - Preserve Rights Of States and Political Subdivisions to Encourage Retirement Savings Act (PROSPERS Act); entire bill S. 1321 - Affordable Retirement Advice Protection Act; entire bill S. 1379 - Graduate Student Savings Act of 2017; entire bill S. 1383 - Retirement Security Act of 2017; entire bill S. 1861 - Automatic IRA Act of 2017; entire bill S. 2526 - Retirement Enhancement and Savings Act of 2018; entire bill S. 2753 - Commission on Retirement Security Act of 2018; entire bill Not Yet Introduced: Savings Accounts legislation (Rep. Himes, Sen. Klobuchar)

H.R. 372 - Competitive Health Insurance Reform Act of 2017; provisions relating to McCarran-Ferguson Act coverage for life, annuities, disability income insurance, long-term care insurance, and P/C insurance H.R. 2997 - The 21st Century Aviation Innovation, Reform, and Reauthorization Act (AIRRACT); provisions relating to use of drones H.R. 3746 - Business of Insurance Regulatory Reform Act of 2017; entire bill H.R. 3762 - International Insurance Standards Act of 2017; entire bill H.R. 3861 - Federal Insurance Office Reform Act of 2017; entire bill H.R. 4537 - International Insurance Standards Act; entire bill H.R. 5059 - State Insurance Regulation Preservation Act; entire bill H.R. 5666 - Primary Regulators of Insurance Vote of 2018; entire bill S. 1360 - International Insurance Capital Standards Accountability Act of 2017; entire bill S. 2155 - Economic Growth, Regulatory Relief and Consumer Protection Act; provisions relating to Volcker Rule, Senior $afe Act, asset thresholds S. 2702 - Business of Insurance Regulatory Reform Act of 2018; entire bill

H.R. 1262 - To amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes; entire bill H.R. 2181 - Insurance Company Tax Modernization and Parity Act of 2017; entire bill S. 805 - A bill to impose a tax on certain trading transactions to invest in our families and communities, improve our infrastructure and our environment, strengthen our financial security, expand opportunity and reduce market volatility

H.R. 10 - Financial CHOICE Act of 2017; provisions relating to Rider 30e-3, SIFI designation, international capital standards, FIO restructuring, Senior$afe Act H.R. 135 - Cyber Privacy Fortification Act of 2017; entire bill H.R. 585 - Investor Choice Act of 2017; entire bill H.R. 1585 - Fair Investment Opportunities for Professional Experts Act; entire bill H.R. 1624 - Municipal Finance Support Act of 2017; entire bill H.R. 1669 - Partnership to Build America Act of 2017; entire bill H.R. 1670 - Infrastructure 2.0 Act; entire bill H.R. 2396 - Privacy Notification Technical Clarification Act; entire bill H.R. 3312 - Systemic Risk Designation Improvement Act of 2017; entire bill H.R. 3973 - Market Data Protection Act of 2017; entire bill H.R. 4061 - Financial Stability Oversight Council Improvement Act of 2017; entire bill H.R. 4279 - Expanding Investment Opportunities Act; entire bill H.R. 4790 - Volcker Rule Regulatory Harmonization Act; entire bill H.R. 6068 - Counter Terrorism and Illicit Finance Act; entire bill S. 647 - Mandatory Arbitration Transparency Act of 2017; entire bill S. 1744 - Brokaw Act; entire bill S. 1893 - Systemic Risk Designation Improvement Act of 2017; entire bill S. 2499 - A Bill to Require the Financial Industry Regulatory Authority to Establish a Relief Fund to Provide Investors with the Full Value of Unpaid Arbitration Awards Issued Against Brokerage Firms or Brokers Regulated by the Authority; entire bill Not Yet Introduced: Congressman Luetkemeyers data breach legislation

H.R. 756 - Postal Service Reform Act of 2017; entire bill S. 2629 - Postal Service Reform Act of 2018; entire bill

H.R. 1175 - Health Savings Act of 2017; entire bill S. 403 - Health Savings Act of 2017; entire bill

H.R. 533 - Corporate Rate Equality and Trade Empowerment (CREATE) Jobs Act; entire bill H.R. 1262 - To amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes; entire bill H.R. 1625 - Consolidated Appropriations Act, 2018; provisions relating to taxation of retirement savings products and health savings accounts H.R. 1932 - To end offshore corporate tax avoidance; entire bill H.R. 2181 - Insurance Company Tax Modernization and Parity Act of 2017; entire bill S. 18 - Fair Tax Act of 2017; entire bill S. 805 - A bill to impose a tax on certain trading transactions to invest in our families and communities, improve our infrastructure and our environment, strengthen our financial security, expand opportunity and reduce market volatility; entire bill Not Yet Introduced: Legislation to levy 2% remittance tax on financial products; entire bill

H.R. 756 - Postal Service Reform Act of 2017; entire bill S. 2629 - Postal Service Reform Act of 2018; entire bill

H.R. 10 - Financial CHOICE Act of 2017; provisions relating to Rider 30e-3, SIFI designation, international capital standards, FIO restructuring, Senior$afe Act H.R. 135 - Cyber Privacy Fortification Act of 2017; entire bill H.R. 585 - Investor Choice Act of 2017; entire bill H.R. 1585 - to amend the Securities Act of 1933 to codify certain qualifications of individuals as accredited investors for purposes of the securities laws; entire bill H.R. 1624 - Municipal Finance Support Act of 2017; entire bill H.R. 1669 - Partnership to Build America Act of 2017; entire bill H.R. 1670 - the Infrastructure Act; entire bill H.R. 2396 - Privacy Notification Technical Clarification Act; entire bill H.R. 3312 - Systemic Risk Designation Improvement Act of 2017; entire bill H.R. 3973 - to amend the Securities Exchange Act of 1934 to require certain entities to develop internal risk control mechanisms to safeguard and govern the storage of market data; entire bill H.R. 4061 - Financial Stability Oversight Council Improvement Act of 2017; entire bill H.R. 4279 - Expanding Investment Opportunities Act; entire bill H.R. 4790 - Volcker Rule Regulatory Harmonization Act; entire bill S. 647 - Mandatory Arbitration Transparency Act of 2017; entire bill S. 1893 - Systemic Risk Designation Improvement Act of 2017; entire bill Not Yet Introduced: Congressman Luetkemeyers data breach legislation

H.R. 985, the Fairness in Class Action Litigation Act of 2017; entire bill

H.R. 372 - Competitive Health Insurance Reform Act of 2017; provisions relating to McCarran-Ferguson Act coverage for life, annuities, disability income insurance, long-term care insurance, and P/C insurance H.R. 2997 - The 21st Century Aviation Innovation, Reform, and Reauthorization Act (AIRRACT); provisions relating to use of drones H.R. 3746 - Business of Insurance Regulatory Reform Act of 2017; entire bill H.R. 3762 - International Insurance Standards Act of 2017; entire bill H.R. 3861 - Federal Insurance Office Reform Act of 2017; entire bill H.R. 5059 - State Insurance Regulation Preservation Act; entire bill S. 1360 - International Insurance Capital Standards Accountability Act of 2017; entire bill S. 1405 - FAA Reauthorization Act of 2017; provisions relating to use of drones S. 2155 - Economic Growth, Regulatory Relief and Consumer Protection Act; provisions relating to Volcker Rule, Senior $afe Act, asset thresholds

H.R. 1 - Tax Cuts and Jobs Act; provisions relating to DAC, DRD, tax reserves, muni bonds, PABs, retirement, capital gains/dividends, FIFO H.R. 533 - Corporate Rate Equality and Trade Empowerment (CREATE) Jobs Act; entire bill H.R. 1262 - To amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes; entire bill H.R. 1932 - To end offshore corporate tax avoidance; entire bill H.R. 2181 - Insurance Company Tax Modernization and Parity Act of 2017; entire bill S. 18 - Fair Tax Act of 2017; entire bill S. 805 - A bill to impose a tax on certain trading transactions to invest in our families and communities, improve our infrastructure and our environment, strengthen our financial security, expand opportunity and reduce market volatility Not Yet Introduced: Legislation to levy 2% remittance tax on financial products; entire bill

H.R. 1175 - Health Savings Act of 2017; entire bill S. 403 - Health Savings Act of 2017; entire bill

H.R. 1 - Tax Cuts and Jobs Act; provisions relating to retirement savings products, 401(k)s, pension coverage H.R. 355 - Protecting American Families Retirement Advice Act; entire bill H.R. 1083 - American Savings Account Act of 2017; entire bill H.R. 2030 - Savings Enhancement by Alleviating Leakage in 401(k) Savings (SEAL) Act; entire bill H.R. 2823 - Affordable Retirement Advice for Savers Act; entire bill H.R. 3758 - Senior $afe Act of 2017; entire bill H.R. 3857 - Protecting Advice for Small Savers Act of 2017 or PASS Act of 2017; entire bill H.R. 4523 - Automatic Retirement Plan Act of 2017; entire bill H.R. 4524 - Retirement Plan Simplification and Enhancement Act of 2017; entire bill H.R. 4604 - Increasing Access to a Secure Retirement Act of 2017; entire bill H.R. 4610 - Receiving Electronic Statements to Improve Retiree Earnings Act; entire bill H.R. 4737 - Small businesses Add Value for employees Act of 2017 or SAVE Act; entire bill S. 223 - Senior $afe Act of 2017; entire bill S. 940 - Shrinking Emergency Account Losses (SEAL) Act of 2017; entire bill S. 1035 - Preserve Rights Of States and Political subdivisions to Encourage Retirement Savings Act (PROSPERS Act); entire bill S. 1321 - A bill to amend the Employee Retirement Income Security Act of 1974 to ensure that retirement investors receive advice in their best interests; entire bill S. 1379 - Graduate Student Savings Act of 2017; entire bill S. 1383 - Retirement Security Act of 2017; entire bill S. 1463 - A Bill to Amend the Financial Stability Act of 2010 to Modify the Term of the Independent Member of the Financial Stability Oversight Council; entire bill S. 1861 - Automatic IRA Act of 2017; entire bill S. 2155 - Economic Growth, Regulatory Relief and Consumer Protection Act; provisions relating to international insurance standards; provisions relating to Senior$afe Act S. 3417 - Receiving Electronic Statements To Improve Retiree Earnings Act; entire bill

H.R. 985, the Fairness in Class Action Litigation Act of 2017; entire bill

H.R. 372 - Competitive Health Insurance Reform Act of 2017; provisions relating to McCarran-Ferguson Act coverage for life, annuities, disability income insurance, long-term care insurance, and P/C insurance H.R. 2997 - The 21st Century Aviation Innovation, Reform, and Reauthorization Act (AIRRACT); provisions relating to use of drones H.R. 3746 - Business of Insurance Regulatory Reform Act of 2017; entire bill H.R. 3762 - International Insurance Standards Act of 2017; entire bill S. 1360 - International Insurance Capital Standards Accountability Act of 2017; entire bill S. 1405 - FAA Reauthorization Act of 2017; provisions relating to use of drones S. 2155 - Economic Growth, Regulatory Relief and Consumer Protection Act; provisions relating to Volcker Rule, Senior $afe Act, asset thresholds

H.R. 10 - Financial CHOICE Act of 2017; provisions relating to SIFI designation, international capital standards, FIO restructuring, Senior$afe Act H.R. 135 - Cyber Privacy Fortification Act of 2017; entire bill H.R. 585 - Investor Choice Act of 2017; entire bill H.R. 910 - Fair Access to Investment Research Act of 2017; entire bill H.R. 1585 - to amend the Securities Act of 1933 to codify certain qualifications of individuals as accredited investors for purposes of the securities laws; entire bill H.R. 1669 - Partnership to Build America Act of 2017; entire bill H.R. 1670 - the Infrastructure Act; entire bill H.R. 2396 - Privacy Notification Technical Clarification Act; entire bill H.R. 3312 - Systemic Risk Designation Improvement Act of 2017; entire bill S. 327 - Fair Access to Investment Research Act of 2017; entire bill S. 647 - Mandatory Arbitration Transparency Act of 2017; entire bill S. 1893 - Systemic Risk Designation Improvement Act of 2017; entire bill Senate FY17 FSGG Spending Bill; provisions relating to e-delivery Not Yet Introduced: 913 Uniform Standard of Care; entire bill Not Yet Introduced: legislation to amend the Securities Exchange Act of 1934 to require certain entities to develop internal risk control mechanisms to safeguard and govern the storage of market data

H.R. 372 - Competitive Health Insurance Reform Act of 2017; provisions relating to McCarran-Ferguson Act coverage for life, annuities, disability income insurance, long-term care insurance, and P/C insurance H.R. 2997 - The 21st Century Aviation Innovation, Reform, and Reauthorization Act (AIRRACT); provisions relating to use of drones H.R. 3747 - Business of Insurance Regulatory Reform Act of 2017; entire bill S. 1360 - International Insurance Capital Standards Accountability Act of 2017; entire bill S. 1405 - FAA Reauthorization Act of 2017; provisions relating to use of drones

H.R. 985, the Fairness in Class Action Litigation Act of 2017; entire bill

H.R. 756 - Postal Service Reform Act of 2017; entire bill

H.R. 355 - Protecting American Families Retirement Advice Act; entire bill H.R. 1083 - American Savings Account Act of 2017; entire bill H.R. 2030 - Savings Enhancement by Alleviating Leakage in 401(k) Savings (SEAL) Act; entire bill H.R. 2823 - Affordable Retirement Advice for Savers Act; entire bill H.R. 3110 - To Amend the Financial Stability Act of 2010 to modify the term of the Independent Member of the Financial Stability Oversight Council; entire bill H.R. 3758 - Senior $afe Act of 2017; entire bill H.R. 3857 - Protecting Advice for Small Savers Act of 2017 or PASS Act of 2017; entire bill S. 223 - Senior $afe Act of 2017; entire bill S. 940 - Shrinking Emergency Account Losses (SEAL) Act of 2017; entire bill S. 1035 - Preserve Rights Of States and Political subdivisions to Encourage Retirement Savings Act (PROSPERS Act); entire bill S. 1321 - A bill to amend the Employee Retirement Income Security Act of 1974 to ensure that retirement investors receive advice in their best interests; entire bill S. 1379 - Graduate Student Savings Act of 2017; entire bill S. 1383 - Retirement Security Act of 2017; entire bill S. 1463 - A Bill to Amend the Financial Stability Act of 2010 to Modify the Term of the Independent Member of the Financial Stability Oversight Council; entire bill S. 1861 - Automatic IRA Act of 2017; entire bill Not Yet Introduced: Draft Senate proposal on Open MEPs Not Yet Introduced: Tax Reform Framework provisions affecting retirement savings products, 401(k)s, pension coverage

H.R. 533 - Corporate Rate Equality and Trade Empowerment (CREATE) Jobs Act; entire bill H.R. 1262 - To amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes; entire bill H.R. 1932 - To end offshore corporate tax avoidance; entire bill H.R. 2181 - Insurance Company Tax Modernization and Parity Act of 2017; entire bill S. 18 - Fair Tax Act of 2017; entire bill S. 805 - A bill to impose a tax on certain trading transactions to invest in our families and communities, improve our infrastructure and our environment, strengthen our financial security, expand opportunity and reduce market volatility. H.J.Res. 54 - Disapproving the rule submitted by the Department of the Treasury and the Internal Revenue Service relating to documentation requirements for certain related-party interests in a corporation to be treated as indebtedness; entire resolution Not Yet Introduced: House GOP tax reform blueprint; provisions related to DAC, life/nonlife consolidated return limitations and the proposed elimination of NOL carrybacks under the Blueprint, tax reserves, muni bond exemption, retirement, capital gains/dividends Not Yet Introduced: Legislation to levy 2% remittance tax on financial products; entire bill

H.R. 1175 - Health Savings Act of 2017; entire bill S. 403 - Health Savings Act of 2017; entire bill

H.R. 372 - Competitive Health Insurance Reform Act of 2017; provisions relating to McCarran-Ferguson Act coverage for life, annuities, disability income insurance, long-term care insurance, and P/C insurance H.R. 2997 - The 21st Century Aviation Innovation, Reform, and Reauthorization Act (AIRRACT); provisions relating to use of drones S. 1360 - International Insurance Capital Standards Accountability Act of 2017; entire bill S. 1405 - FAA Reauthorization Act of 2017; provisions relating to use of drones Not Yet Introduced: legislative language to amend the Consumer Financial Protection Act of 2010 to clarify the authority of the Bureau of Consumer Financial Protection with respect to persons regulated by a State insurance regulator, and for other purposes; entire bill

H.R. 355 - Protecting American Families Retirement Advice Act; entire bill H.R. 1083 - American Savings Account Act of 2017; entire bill H.R. 2030 - Savings Enhancement by Alleviating Leakage in 401(k) Savings (SEAL) Act; entire bill H.R. 2823 - Affordable Retirement Advice for Savers Act; entire bill H.R. 3110 - To Amend the Financial Stability Act of 2010 to modify the term of the Independent Member of the Financial Stability Oversight Council; entire bill S. 223 - Senior $afe Act of 2017; entire bill S. 940 - Shrinking Emergency Account Losses (SEAL) Act of 2017; entire bill S. 1321 - A bill to amend the Employee Retirement Income Security Act of 1974 to ensure that retirement investors receive advice in their best interests; entire bill intro 6/8/2017 Sen Johnny Isakson; fiduciary bill S. 1379 - Graduate Student Savings Act of 2017; entire bill S. 1383 - Retirement Security Act of 2017; entire bill S. 1463 - A Bill to Amend the Financial Stability Act of 2010 to Modify the Term of the Independent Member of the Financial Stability Oversight Council; entire bill S.J.Res. 32 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees; entire resolution S.J.Res. 33 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified States political subdivisions for non-governmental employees; entire resolution Not Yet Introduced: Draft Senate proposal on Open MEPs

H.R. 756 - Postal Service Reform Act of 2017; entire bill

H.R. 10 - Financial CHOICE Act of 2017; provisions relating to SIFI designation, international capital standards, FIO restructuring, Senior$afe Act H.R. 135 - Cyber Privacy Fortification Act of 2017; entire bill H.R. 585 - Investor Choice Act of 2017; entire bill H.R. 910 - Fair Access to Investment Research Act of 2017; entire bill H.R. 1585 - to amend the Securities Act of 1933 to codify certain qualifications of individuals as accredited investors for purposes of the securities laws; entire bill H.R. 1669 - Partnership to Build America Act of 2017; entire bill H.R. 1670 - the Infrastructure Act; entire bill S. 327 - Fair Access to Investment Research Act of 2017; entire bill S. 647 - Mandatory Arbitration Transparency Act of 2017; entire bill Senate FY17 FSGG Spending Bill; provisions relating to e-delivery Not Yet Introduced: 913 Uniform Standard of Care; entire bill Not Yet Introduced: FY17 Omnibus; provisions relating to e-delivery of mutual fund shareholder reports

H.R. 1175 - Health Savings Act of 2017; entire bill S. 403 - Health Savings Act of 2017; entire bill

H.R. 985, the Fairness in Class Action Litigation Act of 2017; entire bill

H.R. 533 - Corporate Rate Equality and Trade Empowerment (CREATE) Jobs Act; entire bill H.R. 1262 - To amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes; entire bill H.R. 1932 - To end offshore corporate tax avoidance; entire bill H.R. 2181 - Insurance Company Tax Modernization and Parity Act of 2017; entire bill S. 18 - Fair Tax Act of 2017; entire bill S. 805 - A bill to impose a tax on certain trading transactions to invest in our families and communities, improve our infrastructure and our environment, strengthen our financial security, expand opportunity and reduce market volatility. H.J.Res. 54 - Disapproving the rule submitted by the Department of the Treasury and the Internal Revenue Service relating to documentation requirements for certain related-party interests in a corporation to be treated as indebtedness; entire resolution Not Yet Introduced: House GOP tax reform blueprint; provisions related to DAC, life/nonlife consolidated return limitations and the proposed elimination of NOL carrybacks under the Blueprint, tax reserves, muni bond exemption, retirement, capital gains/dividends Not Yet Introduced: Legislation to levy 2% remittance tax on financial products; entire bill

H.R. 372 - Competitive Health Insurance Reform Act of 2017; provisions relating to McCarran-Ferguson Act coverage for life, annuities, disability income insurance, long-term care insurance, and P/C insurance H.R. 2997 - The 21st Century Aviation Innovation, Reform, and Reauthorization Act (AIRRACT); provisions relating to use of drones S. 1360 - International Insurance Capital Standards Accountability Act of 2017; entire bill S. 1405 - FAA Reauthorization Act of 2017; provisions relating to use of drones Not Yet Introduced: legislative language to amend the Consumer Financial Protection Act of 2010 to clarify the authority of the Bureau of Consumer Financial Protection with respect to persons regulated by a State insurance regulator, and for other purposes; entire bill

H.R. 372 - Competitive Health Insurance Reform Act of 2017; provisions relating to McCarran-Ferguson Act coverage for life, annuities, disability income insurance, long-term care insurance, and P/C insurance Not Yet Introduced: Legislative language to amend the Consumer Financial Protection Act of 2010 to clarify the authority of the Bureau of Consumer Financial Protection with respect to persons regulated by a State insurance regulator; entire bill

H.R. 533 - Corporate Rate Equality and Trade Empowerment (CREATE) Jobs Act; entire bill H.R. 1262 - To amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes; entire bill S. 18 - Fair Tax Act of 2017; entire bill H.J.Res. 54 - Disapproving the rule submitted by the Department of the Treasury and the Internal Revenue Service relating to documentation requirements for certain related-party interests in a corporation to be treated as indebtedness; entire resolution Not Yet Introduced: House GOP tax reform blueprint; provisions related to DAC, life/nonlife consolidated return limitations and the proposed elimination of NOL carrybacks under the Blueprint, tax reserves, muni bond exemption, retirement, capital gains/dividends Not Yet Introduced: Legislation to levy 2% remittance tax on financial products; entire bill

H.R. 1175 - Health Savings Act of 2017; entire bill S. 403 - Health Savings Act of 2017; entire bill

H.R. 135 - Cyber Privacy Fortification Act of 2017; entire bill H.R. 585 - Investor Choice Act of 2017; entire bill H.R. 910 - Fair Access to Investment Research Act of 2017; entire bill H.R. 1585 - to amend the Securities Act of 1933 to codify certain qualifications of individuals as accredited investors for purposes of the securities laws; entire bill H.R. 1669 - Partnership to Build America Act of 2017; entire bill H.R. 1670 - the Infrastructure Act; entire bill S. 327 - Fair Access to Investment Research Act of 2017; entire bill S. 647 - Mandatory Arbitration Transparency Act of 2017; entire bill Not Yet Introduced: Financial CHOICE Act of 2017 Discussion Draft; provisions relating to SIFI designation, international capital standards, FIO restructuring, Senior$afe Act Not Yet Introduced: 913 Uniform Standard of Care; entire bill Not Yet Introduced: FY17 Omnibus; provisions relating to e-delivery of mutual fund shareholder reports

H.R. 985, the Fairness in Class Action Litigation Act of 2017; entire bill

H.R. 5714 - Post Service Reform Act of 2016; provisions relating to postal rates and delivery services

H.R. 529 - To amend the Internal Revenue Code of 1986 to improve 529 plans; entire bill H.R. 879 - Ax the Tax on Middle Class Americans Health Plans Act; entire bill H.R. 1270 - Restoring Access to Medication and Improving Health Savings Act of 2016; provisions relating to HSAs and FSAs H.R. 2483 - Independent Contractor Tax Fairness and Simplification Act of 2015; entire bill H.R. 4094 - Universal Savings Account Act; entire bill H.R. 4377 - American Business Competitiveness Act of 2015; entire bill H.R. 4469 - Health Savings Act of 2016; entire bill H.R. 4794 - ABLE Financial Planning Act; entire bill H.R. 4491 - MyRA Act; entire bill H.R. 5261 - Protecting the U.S. Corporate Tax Base Act of 2016; entire bill H.R. 5973 - To amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes; entire bill H.R. 6126 - Corporate Transparency and Accountability Act; entire bill S. 335 - To amend the Internal Revenue Code of 1986 to improve 529 plans; entire bill S. 2492 - Encouraging Americans to Save Act; entire bill S. 2499 - Health Savings Act of 2016; entire bill S. 2703 - ABLE Financial Planning Act; entire bill S. 3338 - Small Business Employee Retirement Savings Act; entire bill S. 3471 - Retirement Enhancement and Savings Act (RESA); entire bill Not Yet Introduced: Original Bill to Prevent Identity Theft and Tax Refund Fraud Tax reform discussions relating to life insurers and insurance product taxation, property casualty insurance taxation, savings incentives (both qualified and non-qualified), long-term capital investment, municipal bond interest exclusion, corporate tax rate, corporate business deductions, international corporate taxation, and employee benefits, as well as discussions on tax extenders Not Yet Introduced: Modernization of Derivatives Tax Act of 2016 - Senator Ron Wyden Tax Discussion Draft Not Yet Introduced: Senator Orrin Hatchs corporate integration plan Proposed Treasury regulations under Section 385 relating to debt/equity regs effect on ordinary course of business transactions GOP Blueprint for Tax Reform: provisions relating to individual tax rates, corporate tax rates, charitable contribution deductions, retirement savings incentives, municipal bond interest exemption Not Yet Introduced: Retirement Improvements and Savings Enhancements (RISE) Act Chairmans Mark: Retirement and Enhancement Savings Act of 2016; provisions relating to open MEPs, annuity selection safe harbor, LIDA and lifetime income portability, and Stretch IRAs

S. 1484 - Financial Regulatory Improvement Act of 2015; provisions relating to insurance; asset management, and thresholds for designation

H.R. 506 - Automatic IRA Act of 2015; entire bill H.R. 557 - Retirement Security Act of 2015; entire bill H.R. 2317 - Lifetime Income Disclosure Act; entire bill H.R. 2656 - Receiving Electronic Statements To Improve Retiree Earnings (RETIRE) Act; entire bill H.R. 4045 - USAccounts: Investing in Americas Future Act of 2015; entire bill H.R. 4293 - Affordable Retirement Advice Protection Act; entire bill H.R. 4294 - Strengthening Access to Valuable Education and Retirement Support (SAVERS) Act; entire bill H.R. 4773 - Protecting Workplace Advancement and Opportunity Act; entire bill H.R. 4538 - Senior$afe Act of 2016; entire bill H.R. 5731 - Secure, Accessible, Valuable, Efficient Universal Pension Accounts Act or SAVE UP Act; entire bill H.R. 6396 - RETIREMENT Security for American Workers Act; entire bill S. 245 - Automatic IRA Act of 2015; entire bill S. 266 - Retirement Security Act of 2015; entire bill S. 1317 - Lifetime Income Disclosure Act; entire bill S. 2216 - Senior$afe Act of 2015; entire bill S. 2472 - The American Savings Act; entire bill S. 2497 - Retail Investor Protection Act of 2016; entire bill S. 2502 - Affordable Retirement Advice Protection Act; entire bill S. 2505 - SAVERS Act; entire bill S. 2702 - ABLE to Work Act of 2016; entire bill S. 3307 - To Amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to avoid duplicative annual reporting, and for other purposes; entire bill S. 3417 -Receiving Electronic Statements To Improve Retiree Earnings Act or RETIRE Act; entire bill Appropriations bills for Department of Labor funding; provisions relating to the DOLs ERISA fiduciary regulation Not Yet Introduced: Secure Annuities for Employee Retirement Act, provisions relating to use of private annuities in retirement plans Not Yet Introduced: Draft legislation to allow new multi-employer pension plan designs

H.R. 2901 - The Flood Insurance Market Parity and Modernization Act; entire bill S. 1484 - Financial Regulatory Improvement Act of 2015; provisions relating to insurance; asset management, and thresholds for designation

H.R. 554 - Enhancing Educational Opportunities for All Students Act; entire bill H.R. 1098 - The Investor Choice Act; entire bill H.R. 1550 - Financial Stability Oversight Council Improvement Act of 2015; entire bill H.R. 1560 - Protecting Cyber Networks Act; entire bill H.R. 1731 - National Cybersecurity Protection Advancement Act of 2015; entire bill H.R. 1770 - Data Security and Breach Notification Act of 2015; entire bill H.R. 2141 - International Insurance Standards Transparency and Policyholder Protection Act; entire bill H.R. 2205 - Data Security Act; entire bill H.R. 2289 - Commodity End-User Relief Act; entire bill H.R. 2356 - Fair Access to Investment Research Act of 2015; entire bill H.R. 2896 - Taking Account of Institutions with Low Operation Risk Act of 2015 or the TAILOR Act of 2015; entire bill H.R. 3524 - Equal Employment for All Act of 2015; entire bill H.R. 5143 - the Transparent Insurance Standards Act of 2016; entire bill H.R. 5311 - the Corporate Governance Reform and Transparency Act; entire bill H.R. 5485 - Financial Services and General Government Appropriations Act, 2017; provisions relating to SECs proposed Rule 30e-3 on e-delivery of shareholder reports H.R. 6118 - Financial Services Innovation Act of 2016; entire bill S. 177 - Data Security and Breach Notification Act of 2015; entire bill S. 1086 - The International Insurance Capital Standards Accountability Act, entire bill S. 1158 - Consumer Privacy Protection Act of 2015; entire bill S. 1560 - To amend the Commodity Exchange Act to provide end-users with a reasonable amount of time to meet their margin requirements and to repeal certain indemnification requirements for regulatory authorities to obtain access to swap data required to be provided by swaps entities; entire bill S. 1722 - Salary Collection Regulatory Relief Act; entire bill S. 3092 - Fair Access to Investment Research Act of 2016; entire bill S. 3153 - Taking Account of Institutions with Low Operation Risk Act of 2016 or TAILOR Act of 2016; entire bill Administrations package of legislative and regulatory initiatives designed to improve U.S. cybersecurity and protect customers from data breaches. Financial CHOICE Act of 2016 Discussion Draft; provisions relating to SIFI designation, international capital standards, FIO restructuring, Senior$afe Act, DOL ERISA Fiduciary rule

H.R. 506 - Automatic IRA Act of 2015; entire bill H.R. 557 - Retirement Security Act of 2015; entire bill H.R. 2317 - Lifetime Income Disclosure Act; entire bill H.R. 2656 - Receiving Electronic Statements To Improve Retiree Earnings (RETIRE) Act; entire bill H.R. 4045 - USAccounts: Investing in Americas Future Act of 2015; entire bill H.R. 4293 - Affordable Retirement Advice Protection Act; entire bill H.R. 4294 - Strengthening Access to Valuable Education and Retirement Support (SAVERS) Act; entire bill H.R. 4773 - Protecting Workplace Advancement and Opportunity Act; entire bill H.R. 4538 - Senior$afe Act of 2016; entire bill H.R. 5731 - Secure, Accessible, Valuable, Efficient Universal Pension Accounts Act or SAVE UP Act; entire bill S. 245 - Automatic IRA Act of 2015; entire bill S. 266 - Retirement Security Act of 2015; entire bill S. 1317 - Lifetime Income Disclosure Act; entire bill S. 2216 - Senior$afe Act of 2015; entire bill S. 2472 - The American Savings Act; entire bill S. 2497 - Retail Investor Protection Act of 2016; entire bill S. 2502 - Affordable Retirement Advice Protection Act; entire bill S. 2505 - SAVERS Act; entire bill S. 2702 - ABLE to Work Act of 2016; entire bill S. 3307 - To Amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to avoid duplicative annual reporting, and for other purposes; entire bill S. 3417 -Receiving Electronic Statements To Improve Retiree Earnings Act or RETIRE Act; entire bill Appropriations bills for Department of Labor funding; provisions relating to the DOLs proposed ERISA fiduciary regulation Not Yet Introduced: Secure Annuities for Employee Retirement Act, provisions relating to use of private annuities in retirement plans Not Yet Introduced: Draft legislation to allow new multi-employer pension plan designs

H.R. 529 - To amend the Internal Revenue Code of 1986 to improve 529 plans; entire bill H.R. 879 - Ax the Tax on Middle Class Americans Health Plans Act; entire bill H.R. 1270 - Restoring Access to Medication and Improving Health Savings Act of 2016; provisions relating to HSAs and FSAs H.R. 2483 - Independent Contractor Tax Fairness and Simplification Act of 2015; entire bill H.R. 4094 - Universal Savings Account Act; entire bill H.R. 4377 - American Business Competitiveness Act of 2015; entire bill H.R. 4469 - Health Savings Act of 2016; entire bill H.R. 4794 - ABLE Financial Planning Act; entire bill H.R. 4491 - MyRA Act; entire bill H.R. 5261 - Protecting the U.S. Corporate Tax Base Act of 2016; entire bill S. 335 - To amend the Internal Revenue Code of 1986 to improve 529 plans; entire bill S. 2492 - Encouraging Americans to Save Act; entire bill S. 2499 - Health Savings Act of 2016; entire bill S. 2703 - ABLE Financial Planning Act; entire bill Not Yet Introduced: Original Bill to Prevent Identity Theft and Tax Refund Fraud Tax reform discussions relating to life insurers and insurance product taxation, property casualty insurance taxation, savings incentives (both qualified and non-qualified), long-term capital investment, municipal bond interest exclusion, corporate tax rate, corporate business deductions, international corporate taxation, and employee benefits, as well as discussions on tax extenders Not Yet Introduced: Senator Ron Wyden Tax Draft Not Yet Introduced: Senator Orrin Hatch corporate integration plan Proposed Treasury regulations under Section 385 relating to debt/equity regs effect on ordinary course of business transactions GOP Blueprint for Tax Reform: provisions relating to individual tax rates, corporate tax rates, charitable contribution deductions, retirement savings incentives, estate taxes, AMT

H.R. 554 - Enhancing Educational Opportunities for All Students Act; entire bill H.R. 1098 - The Investor Choice Act; entire bill H.R. 1550 - Financial Stability Oversight Council Improvement Act of 2015; entire bill H.R. 1560 - Protecting Cyber Networks Act; entire bill H.R. 1731 - National Cybersecurity Protection Advancement Act of 2015; entire bill H.R. 1770 - Data Security and Breach Notification Act of 2015; entire bill H.R. 2141 - International Insurance Standards Transparency and Policyholder Protection Act; entire bill H.R. 2205 - Data Security Act; entire bill H.R. 2289 - Commodity End-User Relief Act; entire bill H.R. 2356 - Fair Access to Investment Research Act of 2015; entire bill H.R. 3524 - Equal Employment for All Act of 2015; entire bill H.R. 5143 - the Transparent Insurance Standards Act of 2016; entire bill H.R. 5311 - the Corporate Governance Reform and Transparency Act; entire bill H.R. 5485 - Financial Services and General Government Appropriations Act, 2017; provisions relating to SECs proposed Rule 30e-3 on e-delivery of shareholder reports S. 177 - Data Security and Breach Notification Act of 2015; entire bill S. 1086 - The International Insurance Capital Standards Accountability Act, entire bill S. 1158 - Consumer Privacy Protection Act of 2015; entire bill S. 1560 - To amend the Commodity Exchange Act to provide end-users with a reasonable amount of time to meet their margin requirements and to repeal certain indemnification requirements for regulatory authorities to obtain access to swap data required to be provided by swaps entities; entire bill S. 1722 - Salary Collection Regulatory Relief Act; entire bill S. 3092 - Fair Access to Investment Research Act of 2016; entire bill Administrations package of legislative and regulatory initiatives designed to improve U.S. cybersecurity and protect customers from data breaches. Financial CHOICE Act of 2016 Discussion Draft; provisions relating to SIFI designation, international capital standards, FIO restructuring, Senior$afe Act

H.R. 529 - To amend the Internal Revenue Code of 1986 to improve 529 plans; entire bill H.R. 879 - Ax the Tax on Middle Class Americans Health Plans Act; entire bill H.R. 2029 - Consolidated Appropriations Act, 2016; provisions relating to distributions from individual retirement accounts for charitable purposes, individual retirement account limits H.R. 2483 - Independent Contractor Tax Fairness and Simplification Act of 2015; entire bill H.R. 4377 - American Business Competitiveness Act of 2015; entire bill H.R. 4469 - Health Savings Act of 2016; entire bill H.R. 4794 - ABLE Financial Planning Act; entire bill H.R. 4491 - MyRA Act; entire bill S. 335 - To amend the Internal Revenue Code of 1986 to improve 529 plans; entire bill S. 2492 - Encouraging Americans to Save Act; entire bill S. 2499 - Health Savings Act of 2016; entire bill S. 2703 - ABLE Financial Planning Act; entire bill Not Yet Introduced: Original Bill to Prevent Identity Theft and Tax Refund Fraud Tax reform discussions relating to life insurers and insurance product taxation, property casualty insurance taxation, savings incentives (both qualified and non-qualified), long-term capital investment, municipal bond interest exclusion, corporate tax rate, corporate business deductions, international corporate taxation, and employee benefits, as well as discussions on tax extenders

H.R. 506 - Automatic IRA Act of 2015; entire bill H.R. 557 - Retirement Security Act of 2015; entire bill H.R. 2317 - Lifetime Income Disclosure Act; entire bill H.R. 2656 - Receiving Electronic Statements To Improve Retiree Earnings (RETIRE) Act; entire bill H.R. 4045 - USAccounts: Investing in Americas Future Act of 2015; entire bill H.R. 4293 - Affordable Retirement Advice Protection Act; entire bill H.R. 4294 - Strengthening Access to Valuable Education and Retirement Support (SAVERS) Act; entire bill H.R. 4538 - Senior$afe Act of 2016; entire bill S. 245 - Automatic IRA Act of 2015; entire bill S. 266 - Retirement Security Act of 2015; entire bill S. 1317 - Lifetime Income Disclosure Act; entire bill S. 2216 - Senior$afe Act of 2015; entire bill S. 2472 - The American Savings Act; entire bill S. 2497 - Retail Investor Protection Act of 2016; entire bill S. 2502 - Affordable Retirement Advice Protection Act; entire bill S. 2505 - SAVERS Act; entire bill Appropriations bills for Department of Labor funding; provisions relating to the DOLs proposed ERISA fiduciary regulation Not Yet Introduced: Secure Annuities for Employee Retirement Act, provisions relating to use of private annuities in retirement plans

H.R. 9 - Innovation Act; entire bill S. 1137 - Protecting American Talent and Entrepreneurship Act of 2015 or the PATENT Act; entire bill

S. 1484 - Financial Regulatory Improvement Act of 2015; provisions relating to insurance; asset management, and thresholds for designation S. 2658 - Federal Aviation Administration Reauthorization Act of 2016; provisions relating to drones Senate Appropriations Subcommittee on Financial Services and General Government FY2016 spending bill; provisions relating to insurance, asset management, and thresholds for designation

H.R. 529 - To amend the Internal Revenue Code of 1986 to improve 529 plans; entire bill H.R. 879 - Ax the Tax on Middle Class Americans Health Plans Act; entire bill H.R. 2029 - Consolidated Appropriations Act, 2016; provisions relating to distributions from individual retirement accounts for charitable purposes, individual retirement account limits H.R. 2483 - Independent Contractor Tax Fairness and Simplification Act of 2015; entire bill S. 335 - To amend the Internal Revenue Code of 1986 to improve 529 plans; entire bill Not Yet Introduced: Original Bill to Prevent Identity Theft and Tax Refund Fraud Tax reform discussions relating to life insurers and insurance product taxation, property casualty insurance taxation, savings incentives (both qualified and non-qualified), long-term capital investment, municipal bond interest exclusion, corporate tax rate, corporate business deductions, international corporate taxation, and employee benefits, as well as discussions on tax extenders

S. 1484 - Financial Regulatory Improvement Act of 2015; provisions relating to insurance Senate Appropriations Subcommittee on Financial Services and General Government FY2016 spending bill; provisions relating to insurance

S. 1137 - Protecting American Talent and Entrepreneurship Act of 2015 or the PATENT Act; entire bill

H.R. 506 - Automatic IRA Act of 2015; entire bill H.R. 557 - Retirement Security Act of 2015; entire bill H.R. 2317 - Lifetime Income Disclosure Act; entire bill H.R. 2656 - Receiving Electronic Statements To Improve Retiree Earnings (RETIRE) Act; entire bill H.R. 3050 - To amend the Internal Revenue Code of 1986 to allow rollovers from other retirement plans into simple retirement accounts; entire bill S. 245 - Automatic IRA Act of 2015; entire bill S. 266 - Retirement Security Act of 2015; entire bill S. 1317 - Lifetime Income Disclosure Act; entire bill Appropriations bills for Department of Labor funding; provisions relating to the DOLs proposed ERISA fiduciary regulation Not Yet Introduced: Secure Annuities for Employee Retirement Act, provisions relating to use of private annuities in retirement plans and Department of Labor proposed ERISA fiduciary regulation

S. 1137 - Protecting American Talent and Entrepreneurship Act of 2015 or the PATENT Act; entire bill

S. 1484 - Financial Regulatory Improvement Act of 2015; provisions relating to asset management and insurance Senate Appropriations Subcommittee on Financial Services and General Government FY2016 spending bill

H.R. 529 - To amend the Internal Revenue Code of 1986 to improve 529 plans; entire bill H.R. 879 - Ax the Tax on Middle Class Americans Health Plans Act; entire bill H.R. 2483 - Independent Contractor Tax Fairness and Simplification Act of 2015; entire bill S. 200 - A bill to amend the Congressional Budget Act of 1974 to provide for macroeconomic analysis of the impact of major revenue legislation; entire bill S. 335 - To amend the Internal Revenue Code of 1986 to improve 529 plans; entire bill Not Yet Introduced: Original Bill to Prevent Identity Theft and Tax Refund Fraud Tax reform discussions relating to life insurers and insurance product taxation, property casualty insurance taxation, savings incentives (both qualified and non-qualified), long-term capital investment, municipal bond interest exclusion, corporate tax rate, corporate business deductions, international corporate taxation, and employee benefits, as well as discussions on tax extenders

H.R. 37 - Promoting Job Creation and Reducing Small Business Burdens Act; provisions relating to swaps H.R. 554 - Enhancing Educational Opportunities for All Students Act ; entire bill H.R. 601 - Eliminate Privacy Notice Confusion Act; entire bill H.R. 1090 - Retail Investor Protection Act; entire bill H.R. 1098 - The Investor Choice Act; entire bill H.R. 1550 - Financial Stability Oversight Council Improvement Act of 2015; entire bill H.R. 1560 - Protecting Cyber Networks Act; entire bill H.R. 1731 - National Cybersecurity Protection Advancement Act of 2015; entire bill H.R. 1770 - Data Security and Breach Notification Act of 2015; entire bill H.R. 2141 - International Insurance Standards Transparency and Policyholder Protection Act; entire bill H.R. 2205 - Data Security Act; entire bill H.R. 2289 - Commodity End-User Relief Act; entire bill S. 177 - Data Security and Breach Notification Act of 2015; entire bill S. 423 - Privacy Notice Modernization Act of 2015; entire bill S. 456 - Cyber Threat Sharing Act of 2015; entire bill S. 754 - Cybersecurity Information Sharing Act of 2015; entire bill S. 961 - Data Security Act of 2015; entire bill S. 1086 - The International Insurance Capital Standards Accountability Act, entire bill S. 1158 - Consumer Privacy Protection Act of 2015; entire bill Administrations package of legislative and regulatory initiatives designed to improve U.S. cybersecurity and protect customers from data breaches.

H.R. 2901 - Flood Insurance Market Parity and Modernization Act; entire bill S. 1679 - Flood Insurance Market Parity and Modernization Act; entire bill

S. 1137 - Protecting American Talent and Entrepreneurship Act of 2015 or the PATENT Act; entire bill

H.R. 529 - To amend the Internal Revenue Code of 1986 to improve 529 plans; entire bill S. 200 - A bill to amend the Congressional Budget Act of 1974 to provide for macroeconomic analysis of the impact of major revenue legislation; entire bill S. 335 - To amend the Internal Revenue Code of 1986 to improve 529 plans; entire bill

H.R. 647 - Achieving a Better Life Experience (ABLE) Act; entire bill H.R. 837 - Savings for American Families' Future Act of 2013; entire bill H.R. 2117 - the Retirement Plan Simplification and Enhancement Act; entire bill H.R. 2171 - The Lifetime Income Disclosure Act; entire bill H.R. 4619 - Permanent IRA Charitable Contribution Act of 2014; entire bill H.R.5021 - Highway and Transportation Funding Act of 2014; provisions relating to IRAs H.R. 5875 - Small Businesses Add Value for Employees (SAVE) Act of 2014; entire bill S. 313 - Achieving a Better Life Experience (ABLE) Act; entire bill S. 606 - Shrinking Emergency Account Losses (SEAL) Act; entire bill S. 1145 - Lifetime Income Disclosure Act; entire bill S. 1270 - SAFE Retirement Act of 2013; entire bill S. 1772 - Public Good IRA Roll-over Act of 2013; entire bill S. 1970 - Retirement Security Act; entire bill S. 1979 - Universal, Secure, and Adaptable (USA) Retirement Funds Act; entire bill S. 2260 - EXPIRE Act of 2014; provisions relating to extension of qualified charitable distributions from retirement accounts Preserving Americas Transit and Highways Act of 2014, a bill to amend the Internal Revenue Code of 1986 to provide for the extension of highway fund expenditures, to provide revenues for highway programs, and for other purposes; provisions relating to inherited IRAs Importance of existing tax incentives for retirement security and potential negative implications of potential tax reform proposals or use of retirement savings as an offset in any budget agreement in terms of reducing qualified plan and annuities coverage (both qualified and nonqualified) Potential SEC and DoL regulatory activity revising securities and ERISA rules governing fiduciary standards for the provisions of investment advice/financial education services, potential implications on qualified accounts (both 401(k)s and IRAs) and nonqualified long-term savings, small business coverage, and importance of coordinated and workable rules. Inclusion of qualified plan charitable distribution rule in the Senate Finance Committee extender package

H.R. 2992 - Business Activity Tax Simplification Act of 2013; entire bill H.R. 5442 - Corporate Transparency and Accountability Act; entire bill H.R. 5771 - Tax Increase Prevention Act of 2014; provisions relating to charitable IRAs, 529 Plans, Subpart F and Pass-through S. 1257 - To protect financial transactions in the United States from enforcement of certain excise taxes imposed by any foreign government, and for other purposes; entire bill S. 1645 - Mobile Workforce State Income Tax Simplification Act of 2013; entire bill S. 1687 - Payroll Fraud Prevention Act of 2013; entire bill S. 1706 - Fair Playing Field Act of 2003; entire bill Camp Tax Reform Proposal: Life insurers and insurance product taxation, property casualty insurance proration rule, savings incentives (both qualified and non-qualified), long-term capital gains and qualified dividends, basis adjustment rules, taxation of financial products, compensation and benefit limitations, worker classification, municipal bond interest exclusion, corporate tax rate, corporate business deductions, international corporate taxation, employee benefits, and need for workable transition and compliance rules Preserving Americas Transit and Highways Act of 2014, a bill to amend the Internal Revenue Code of 1986 to provide for the extension of highway fund expenditures, to provide revenues for highway programs, and for other purposes; provisions relating to worker classification and any potential impact on independent contractor financial advisers working within the securities industry FY 2015 White House budget proposals, including provisions affecting life company and life product taxation, independent contractor, cutback on exclusions for qualified plan contributions and IRAs, employer-provided health benefits, and municipal interest exclusions European FTTs and transborder collection obligation on US broker dealers FATCA: Implementation and global competitive considerations

H.R. 1155 - National Association of Registered Agents and Brokers Reform Act of 2013 (NARAB II); entire bill H.R. 2146 - Terrorism Risk Insurance Program Reauthorization Act of 2013 (TRIPRA); entire bill H.R. 4871 - TRIA Reform Act of 2014; entire bill H.R. 4558 - Flood Insurance Market Parity and Modernization Act of 2014; entire bill S. 534 - National Association of Registered Agents and Brokers Reform Act of 2013; entire bill S. 2244 - A bill to extend the termination date of the Terrorism Insurance Program established under the Terrorism Insurance Act of 2002; entire bill S. 2381 - Flood Insurance Market Parity and Modernization Act of 2014; entire bill Regulatory activities on disparate impact and potential implications on homeowners insurance coverage Discussion draft legislation circulated by Representative Sean Duffy (R-WI) that would enhance the Federal Advisory Committee on Insurance, require consultation with Congress, and proscribe specific processes and procedures for the Federal Insurance Office (FIO) at the U.S Department of the Treasury to follow as it relates to negotiating international insurance covered agreements.

S. 1486 - Postal Reform Act of 2013; provisions relating to the preservation of the rate setting authority of the Postal Regulatory Commission

H.R. 2992 Business Activity Tax Simplification Act of 2013; entire bill H.R. 5442 Corporate Transparency and Accountability Act; entire bill S. 1257 - To protect financial transactions in the United States from enforcement of certain excise taxes imposed by any foreign government, and for other purposes; entire billS. 1645 Mobile Workforce State Income Tax Simplification Act of 2013; entire bill S. 1687 Payroll Fraud Prevention Act of 2013; entire bill S. 1706 Fair Playing Field Act of 2003; entire bill Camp Tax Reform Proposal: Life insurers and insurance product taxation, property casualty insurance proration rule, savings incentives (both qualified and non-qualified), long-term capital gains and qualified dividends, basis adjustment rules, taxation of financial products, compensation and benefit limitations, worker classification, municipal bond interest exclusion, corporate tax rate, corporate business deductions, international corporate taxation, employee benefits, and need for workable transition and compliance rules Preserving Americas Transit and Highways Act of 2014, a bill to amend the Internal Revenue Code of 1986 to provide for the extension of highway fund expenditures, to provide revenues for highway programs, and for other purposes; provisions relating to worker classification and any potential impact on independent contractor financial advisers working within the securities industry FY 2015 White House budget proposals, including provisions affecting life company and life product taxation, independent contractor, cutback on exclusions for qualified plan contributions and IRAs, employer-provided health benefits, and municipal interest exclusions European FTTs and transborder collection obligation on US broker dealers FATCA: Implementation and global competitive considerations

H.R. 647 Achieving a Better Life Experience (ABLE) Act; entire bill H.R. 837 Savings for American Families' Future Act of 2013; entire bill H.R. 2117 the Retirement Plan Simplification and Enhancement Act; entire billH.R. 2171 The Lifetime Income Disclosure Act; entire bill H.R. 4619 Permanent IRA Charitable Contribution Act of 2014; entire bill H.R.5021 Highway and Transportation Funding Act of 2014; provisions relating to IRAs S. 313 Achieving a Better Life Experience (ABLE) Act; entire bill S. 606 - SEAL Act; entire bill S. 1145 Lifetime Income Disclosure Act; entire bill S. 1270 SAFE Retirement Act of 2013; entire bill S. 1772 Public Good IRA Roll-over Act of 2013; entire bill S. 1970 Retirement Security Act; entire bill S. 1979 Universal, Secure, and Adaptable (USA) Retirement Funds Act; entire bill S. 2260 EXPIRE Act of 2014; provisions relating to extension of qualified charitable distributions from retirement accounts Preserving Americas Transit and Highways Act of 2014, a bill to amend the Internal Revenue Code of 1986 to provide for the extension of highway fund expenditures, to provide revenues for highway programs, and for other purposes; provisions relating to inherited IRAs Not yet introduced: SAVE Act, provisions related to making SIMPLE IRAs more attractive for small business and expanded tax credit for small business pension plan start-up costs Importance of existing tax incentives for retirement security and potential negative implications of potential tax reform proposals or use or retirement savings as an offset in any budget agreement in terms of reducing qualified plan and annuities coverage (both qualified and nonqualified) Potential SEC and DoL regulatory activity revising securities and ERISA rules governing fiduciary standards for the provisions of investment advice/financial education services, potential implications on qualified accounts (both 401(k)s and IRAs) and nonqualified long-term savings, small business coverage, and importance of coordinated and workable rules. Inclusion of qualified plan charitable distribution rule in the Senate Finance Committee extender package

H.R. 624 Cyber Intelligence Sharing and Protection Act; provisions relating to the financial services sector H.R. 1627 The Investment Adviser Examination Improvement Act of 2013; entire bill H.R. 2374 Retail Investor Protection Act; entire billH.R. 2733 Defending American Taxpayers From Abusive Government Takings Act of 2013; entire bill H.R. 3482 Restoring Main Street Investor Protection Act; entire bill H.R. 3696 National Cybersecurity and Critical Infrastructure Protection Act of 2013; entire bill H.R. 4060 - Systemic Risk Designation Improvement Act of 2014; entire bill H.R. 4167 Restoring Proven Financing for American Employers Act; entire bill H.R. 4510 - Insurance Capital Standards Clarification Act of 2014; entire bill S. 21 Cybersecurity and American Cyber Competitiveness Act of 2013; provisions relating to the financial services sector S. 1369 A bill to provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance, and for other purposes; entire bill S. 1927 Data Security Act of 2014; entire bill S. 2270 - Insurance Capital Standards Clarification Act of 2014; entire bill Need for greater transparency in the development of SIFI designation criteria and preparation of underlying government studies and data Congressional support for the SEC moving forward on implementing Section 913 of Dodd-Frank, other options for investor protection parity, and potential interplay with possible DOL regulatory

S. 1486 Postal Reform Act of 2013; provisions relating to the preservation of the rate setting authority of the Postal Regulatory Commission

H.R. 2992 Business Activity Tax Simplification Act of 2013; entire bill S. 1257 - To protect financial transactions in the United States from enforcement of certain excise taxes imposed by any foreign government, and for other purposes; entire billS. 1645 Mobile Workforce State Income Tax Simplification Act of 2013; entire bill S. 1687 Payroll Fraud Prevention Act of 2013; entire bill S. 1706 Fair Playing Field Act of 2003; entire bill Camp Tax Reform Proposal: Life insurers and insurance product taxation, property casualty insurance proration rule, savings incentives (both qualified and non-qualified), long-term capital gains and qualified dividends, basis adjustment rules, taxation of financial products, compensation and benefit limitations, worker classification, municipal bond interest exclusion, corporate tax rate, corporate business deductions, international corporate taxation, employee benefits, and need for workable transition and compliance rules Preserving Americas Transit and Highways Act of 2014, a bill to amend the Internal Revenue Code of 1986 to provide for the extension of highway fund expenditures, to provide revenues for highway programs, and for other purposes; provisions relating to worker classification and any potential impact on independent contractor financial advisers working within the securities industry FY 2015 White House budget proposals, including provisions affecting life company and life product taxation, independent contractor, cutback on exclusions for qualified plan contributions and IRAs, employer-provided health benefits, and municipal interest exclusions European FTTs and transborder collection obligation on US broker dealers FATCA: Implementation and global competitive considerations

H.R. 845 Saving High-Tech Innovators from Egregious Legal Disputes Act of 2013; entire bill H.R. 3309 the Innovations Act of 2013; entire billS. 1013 - Abuse Reduction Act of 2013; entire bill S. 1720 - Patent Transparency and Improvements Act of 2013; entire bill

H.R. 1155 National Association of Registered Agents and Brokers Reform Act of 2013 (NARAB II); entire bill H.R. 2146 Terrorism Risk Insurance Program Reauthorization Act of 2013 (TRIPRA); entire bill H.R. 4871 TRIA Reform Act of 2014; entire billS. 534 National Association of Registered Agents and Brokers Reform Act of 2013; entire bill S. 2244 A bill to extend the termination date of the Terrorism Insurance Program established under the Terrorism Insurance Act of 2002; entire bill Regulatory activities on disparate impact and potential implications on homeowners insurance coverage