KENT MASON

Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to lifetime income. Issues related to the tax treatment of retirement plans, IRAs, and annuity products. Issues related to pension risk transfers. Issues related to private credit and private assets.

Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to lifetime income. Issues related to the tax treatment of retirement plans, IRAs, and annuity products. Issues related to pension risk transfers. Issues related to private credit and private assets.

Expansion of investment options for 403(b) plans, including: H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act. H.R.3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act.

H.R. 1521, Dentist and Optometric Care (DOC) Access Act of 2025.

Issues related to lifetime income solutions. Participant disclosure issues. Proposals to enhance retirement security.

Issues related to lifetime income solutions. Participant disclosure issues. Proposals to enhance retirement security.

Issues related to tax incentives for retirement savings. Treatment of pooled-employer plans. Technical Corrections to SECURE 2.0 Act of 2022.

Issues related to tax incentives for retirement savings. Treatment of pooled-employer plans. Issues related to the Department of Labor's Retirement Savings Lost and Found registry. Issues related to the treatment of standard terminations. Technical Corrections to SECURE 2.0 Act of 2022.

Comprehensive pension and retirement savings legislation. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Proposals to reform 403(b) plan investments. Issues related to lifetime income proposals. Issues related to disclosure of longevity risk. Proposals regarding an annuity safe harbor. Technical Corrections to SECURE 2.0 Act of 2022.

Comprehensive pension and retirement savings legislation. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Proposals to reform 403(b) plan investments. Issues related to lifetime income proposals. Issues related to disclosure of longevity risk. Proposals regarding an annuity safe harbor. Technical Corrections to SECURE 2.0 Act of 2022.

Issues related to the effect of the Department of Labor's fiduciary definition regulation and coordination of such regulation with SEC broker/dealer standard of care. Legislative proposals to address the fiduciary issue or the SEC standard of care. State fiduciary rules.

Issues related to the effect of the Department of Labor's fiduciary definition regulation and coordination of such regulation with SEC broker/dealer standard of care. Legislative proposals to address the fiduciary issue or the SEC standard of care. State fiduciary rules.

Proposals to expand 403(b) plan investment options. H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act. H.R. 1807/S. 3815 Improving Disclosure for Investors Act. (118th Congress) H.R. 2799, Expanding Access to Capital Act. (118th Congress) S. 5139, Empowering Main Street in America Act. (118th Congress) H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act.

Proposals related to retirement plan enhancements. Issues related to amicus briefs in ERISA litigation. Tax incentives for retirement savings. Issues related to artificial intelligence. Proposals to reform 403(b) plan investments. Proposals regarding retirement plan investments in private assets. Issues related to the Department of Labor's proposed rule "Fiduciary Duties in Selecting Designated Investment Alternatives." Issues related to plan rollovers. H.R. 6722, Automatic IRA Act of 2024. S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act. H.R.9765/S. 5148, Improving Retirement Security for Family Caregivers Act. (118th Congress) H.R.9764/S. 5149, Catching Up Family Caregivers Act. (118th Congress) E.O. 14403, Promoting Retirement-Savings Access for American Workers by Establishing TrumpIRA.gov

Proposals related to small business retirement issues and retirement savings issues. Issues related to automatic reenrollment. Required minimum distribution issues. Proposals to assist caregivers. Issues regarding age 18 eligibility. Lifetime income proposals. Proposals relating to qualified charitable distributions. Issues related to Senate Committee hearing, "The Future of Retirement." Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 9765/S. 5148, Improving Retirement Security for Family Caregivers Act. (118th Congress) H.R. 9764/S. 5149, Catching Up Family Caregivers Act. (118th Congress) S. 1831, Auto Reenroll Act. H.R. 4718/S. 1707, Helping Young Americans Save for Retirement Act. H.R.2891/S. 3975, IRA Charitable Rollover Facilitation and Enhancement Act of 2025.

Proposals related to small business retirement issues and retirement savings issues. Issues related to automatic reenrollment. Required minimum distribution issues. Proposals to assist caregivers. Issues regarding age 18 eligibility. Lifetime income proposals. Proposals relating to qualified charitable distributions. Issues related to Senate Committee hearing, "The Future of Retirement." Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 9765/S. 5148, Improving Retirement Security for Family Caregivers Act. (118th Congress) H.R. 9764/S. 5149, Catching Up Family Caregivers Act. (118th Congress) S. 1831, Auto Reenroll Act. H.R. 4718/S. 1707, Helping Young Americans Save for Retirement Act. H.R.2891/S. 3975, IRA Charitable Rollover Facilitation and Enhancement Act of 2025.

Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creating of new qualified retirement plans for small business. Work related to brokerage window investments. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Proposals related to remittance taxes. Issues related to policy discussions with Pontera. Issues related to plan rollovers. S. 1222/H.R. 2544, Financial Freedom Act. Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) S. 1831, Auto Reenroll Act. H.R. 1, to provide for reconciliation pursuant to title II of H. Con. Res. 14.

H.R. 1807, Improving Disclosure for Investors Act of 2023. (118th Congress)

Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding and multiemployer plan issues. Issues related to actuarial assumptions for defined benefit plans. Issues related to nonqualified deferred compensation. Proposals related to PEP service crediting. Proposals related to Section 401(h) surplus and VEBA surplus. Issues related to Internal Revenue Code Section 162(m). Issues related to tax incentives for retirement savings. Proposals related to environmental, social, and governance plan investments and proxy voting. Issues related to Qualified Professional Asset Managers. Issues related to cybersecurity in retirement plans. Proposals related to PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Issues related to Form 5500 filing and missing participants. Issues related to the use of brokerage windows in defined contribution plans. Proposals regarding pension risk transfers. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. State-administered retirement plan initiatives. Annuitization with respect to defined contribution plans. Proposals that would consolidate various retirement and IRA types. Proposals regarding a retirement lost and found. Proposals related to savings accounts for emergencies. Issues related to paid family and medical leave. Issues regarding age 18 eligibility. Issues related to Roth catch-up contribution effective date. Issues related to Department of Labor's use of common interest agreements. Proposals related to retirement plan litigation. Proposals regarding retirement plan investments in private assets. Proposals regarding an annuity safe harbor. Proposals regarding the use of pension surplus assets. Proposals regarding remittance tax. Advisory Opinion on lifetime income. Issues related to PTE 1977-4. Issues related to 502(g). Proposals relating to qualified charitable distributions. Issues relating to the Department of Labor's proposed rule "Fiduciary Duties in Selecting Designated Investment Alternatives." Issues related to the Saver's Match. Proposals regarding Trump accounts. Issues related to plan rollovers. H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). H.R. 4830, Pension and Budget Integrity Act (117th Congress). H.R. 5877/S. 3746, Pension Risk Transfer Accountability Act (117th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). S. 4219/H.R. 7740, Employee and Retiree Access to Justice Act (117th Congress). H.R. 7780, Mental Health Matters Act (117th Congress). Technical corrections of H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers (118th Congress). H.R.7293, Automatic IRA Act of 2024 (118th Congress). S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act. H.R. 2696/S. 1526, Retirement Savings for Americans Act. H.R. 2023/S. 988, Women's Retirement Protection Act. H.R. 2544/S. 1222, Financial Freedom Act. H.R. 2869, EBSA Investigations Transparency Act. H.R. 2958, Balance the Scales Act. H.R. 1, to provide for reconciliation pursuant to title II of H. Con. Res. 14. S. 2210, Unlocking Benefits for Independent Workers Act. S. 2217, Independent Retirement Fairness Act. S. 2228, Modern Worker Empowerment Act. S. 2335, Pensions for All Act. S. 2003, Strengthening Benefit Plans Act. H.R. 6722, Automatic IRA Act. H.R. 6084, ERISA Litigation Reform Act. H.R. 5169/S. 2403, Retire through Ownership Act. S. 1728, Employee Ownership Representation Act. H.R. 9765/S. 5148, Improving Retirement Security for Family Caregivers Act. (118th Congress) H.R. 9764/S. 5149, Catching Up Family Caregivers Act. (118th Congress) H.R.7362, Form 5500 Filing Simplification Act. Discussion Draft, INSIGHT Act.

Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Technical Corrections to the SECURE 2.0 Act of 2022.

Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act; H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act; Technical Corrections to the SECURE 2.0 Act of 2022.

Issues related to expanding retirement coverage and adequacy, facilitating retirement income, and increasing retirement security. Issues related to Qualified Professional Asset Managers. Issues related to qualifying longevity annuity contracts. Proposals to reform the multiple employer plan rules. Issues related to default annuitization. Issues related to 403(b) investments. Annuity tax credits. Issues relating to disclosure of longevity risk. Proposals regarding electronic rollovers. Technical Corrections to SECURE 2.0 Act of 2022. S. 1831, Auto Reenroll Act. H.R. 4718/S. 1707, Helping Young Americans Save for Retirement Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 6722, Automatic IRA Act of 2024.

Issues related to expanding retirement coverage and adequacy, facilitating retirement income, and increasing retirement security. Issues related to Qualified Professional Asset Managers. Issues related to qualifying longevity annuity contracts. Proposals to reform the multiple employer plan rules. Issues related to default annuitization. Issues related to 403(b) investments. Annuity tax credits. Issues relating to disclosure of longevity risk. Proposals regarding electronic rollovers. Technical Corrections to SECURE 2.0 Act of 2022. S. 1831, Auto Reenroll Act. H.R. 4718/S. 1707, Helping Young Americans Save for Retirement Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 6722, Automatic IRA Act of 2024.

Issues related to lifetime income solutions. Pension risk transfer issues. Participant disclosure issues. Proposals related to ERISA litigation.

Proposals related to 403(b) plan investments. H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act. H.R. 3383, INVEST Act. S. 5139, Empowering Main Street in America Act (118th Congress).

Issues related to lifetime income solutions. Pension risk transfer issues. Participant disclosure issues. Proposals related to ERISA litigation.

Proposals related to 403(b) plan investments. Securities treatment of PEPs and MEPs. Issues related to Rule 180. H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act. S. 5139, Empowering Main Street in America Act (118th Congress). H.R. 2799, Expanding Access to Capital Act (118th Congress). Technical corrections of H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act

Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding and multiemployer plan issues. Issues related to actuarial assumptions for defined benefit plans. Issues related to nonqualified deferred compensation. Proposals related to PEP service crediting. Proposals related to Section 401(h) surplus and VEBA surplus. Issues related to Internal Revenue Code Section 162(m). Issues related to tax incentives for retirement savings. Proposals related to environmental, social, and governance plan investments and proxy voting. Issues related to Qualified Professional Asset Managers. Issues related to cybersecurity in retirement plans. Proposals related to PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Issues related to Form 5500 filing and missing participants. Issues related to the use of brokerage windows in defined contribution plans. Proposals regarding pension risk transfers. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. State-administered retirement plan initiatives. Annuitization with respect to defined contribution plans. Proposals that would consolidate various retirement and IRA types. Proposals regarding a retirement lost and found. Proposals related to savings accounts for emergencies. Issues related to paid family and medical leave. Issues regarding age 18 eligibility. Issues related to Roth catch-up contribution effective date. Issues related to Department of Labor's use of common interest agreements. Proposals related to retirement plan litigation. Proposals regarding retirement plan investments in private assets. Proposals regarding an annuity safe harbor. Proposals regarding the use of pension surplus assets. Proposals regarding remittance tax. Advisory Opinion on lifetime income. Issues related to PTE 1977-4. Issues related to 502(g). Proposals relating to qualified charitable distributions. Issues relating to the Department of Labor's proposed rule "Fiduciary Duties in Selecting Designated Investment Alternatives." H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). H.R. 4830, Pension and Budget Integrity Act (117th Congress). H.R. 5877/S. 3746, Pension Risk Transfer Accountability Act (117th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). S. 4219/H.R. 7740, Employee and Retiree Access to Justice Act (117th Congress). H.R. 7780, Mental Health Matters Act (117th Congress). Technical corrections of H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers (118th Congress). H.R.7293, Automatic IRA Act of 2024 (118th Congress). S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act. H.R. 2696/S. 1526, Retirement Savings for Americans Act. H.R. 2023/S. 988, Women's Retirement Protection Act. H.R. 2544/S. 1222, Financial Freedom Act. H.R. 2869, EBSA Investigations Transparency Act. H.R. 2958, Balance the Scales Act. H.R. 1, to provide for reconciliation pursuant to title II of H. Con. Res. 14. S. 2210, Unlocking Benefits for Independent Workers Act. S. 2217, Independent Retirement Fairness Act. S. 2228, Modern Worker Empowerment Act. S. 2335, Pensions for All Act. S. 2003, Strengthening Benefit Plans Act. H.R. 6722, Automatic IRA Act. H.R. 6084, ERISA Litigation Reform Act. H.R. 5169/S. 2403, Retire through Ownership Act. S. 1728, Employee Ownership Representation Act. H.R. 9765/S. 5148, Improving Retirement Security for Family Caregivers Act. (118th Congress) H.R. 9764/S. 5149, Catching Up Family Caregivers Act. (118th Congress) H.R.7362, Form 5500 Filing Simplification Act. Discussion Draft, INSIGHT Act.

Issues related to the effect of the Department of Labor's fiduciary definition regulation and coordination of such regulation with SEC broker/dealer standard of care. Legislative proposals to address the fiduciary issue or the SEC standard of care. State fiduciary rules.

Issues related to the effect of the Department of Labor's fiduciary definition regulation and coordination of such regulation with SEC broker/dealer standard of care. Legislative proposals to address the fiduciary issue or the SEC standard of care. State fiduciary rules.

Proposals related to small business retirement issues and retirement savings issues. Issues related to automatic reenrollment. Partnership tax issues. Required minimum distribution issues. Proposals to assist caregivers. Issues regarding age 18 eligibility. Lifetime income proposals. Proposals relating to qualified charitable distributions. Issues related to Senate Committee hearing, "The Future of Retirement." Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 9765/S. 5148, Improving Retirement Security for Family Caregivers Act. (118th Congress) H.R. 9764/S. 5149, Catching Up Family Caregivers Act. (118th Congress) S. 1831, Auto Reenroll Act. H.R. 4718/S. 1707, Helping Young Americans Save for Retirement Act. H.R.2891/S. 3975, IRA Charitable Rollover Facilitation and Enhancement Act of 2025.

Proposals related to small business retirement issues and retirement savings issues. Issues related to automatic reenrollment. Partnership tax issues. Required minimum distribution issues. Proposals to assist caregivers. Issues regarding age 18 eligibility. Lifetime income proposals. Proposals relating to qualified charitable distributions. Issues related to Senate Committee hearing, "The Future of Retirement." Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 9765/S. 5148, Improving Retirement Security for Family Caregivers Act. (118th Congress) H.R. 9764/S. 5149, Catching Up Family Caregivers Act. (118th Congress) S. 1831, Auto Reenroll Act. H.R. 4718/S. 1707, Helping Young Americans Save for Retirement Act. H.R.2891/S. 3975, IRA Charitable Rollover Facilitation and Enhancement Act of 2025.

Proposals to expand 403(b) plan investment options. H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act. H.R. 1807/S. 3815 Improving Disclosure for Investors Act. (118th Congress) H.R. 2799, Expanding Access to Capital Act. (118th Congress) S. 5139, Empowering Main Street in America Act. (118th Congress) H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act.

Proposals related to retirement plan enhancements. Issues related to amicus briefs in ERISA litigation. Tax incentives for retirement savings. Issues related to artificial intelligence. Proposals to reform 403(b) plan investments. Proposals regarding retirement plan investments in private assets. Issues related to the Department of Labor's proposed rule "Fiduciary Duties in Selecting Designated Investment Alternatives." H.R. 6722, Automatic IRA Act of 2024. S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act. H.R.9765/S. 5148, Improving Retirement Security for Family Caregivers Act. (118th Congress) H.R.9764/S. 5149, Catching Up Family Caregivers Act. (118th Congress) E.O. 14403, Promoting Retirement-Savings Access for American Workers by Establishing TrumpIRA.gov

Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creating of new qualified retirement plans for small business. Work related to brokerage window investments. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Proposals related to remittance taxes. Issues related to policy discussions with Pontera. S. 1222/H.R. 2544, Financial Freedom Act. Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) S. 1831, Auto Reenroll Act. H.R. 1, to provide for reconciliation pursuant to title II of H. Con. Res. 14.

H.R. 1807, Improving Disclosure for Investors Act of 2023. (118th Congress)

Expansion of investment options for 403(b) plans. H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act. H.R. 2799, Expanding Access to Capital Act. (118th Congress) S. 5139, Empowering Main Street in America Act of 2024. (118th Congress) H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act

Comprehensive pension and retirement savings legislation. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Proposals to reform 403(b) plan investments. Issues related to lifetime income proposals. Issues related to disclosure of longevity risk. Proposals regarding an annuity safe harbor. Technical Corrections to SECURE 2.0 Act of 2022.

Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to lifetime income. Issues related to the tax treatment of retirement plans, IRAs, and annuity products. Issues related to pension risk transfers. Issues related to private credit and private assets.

Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to lifetime income. Issues related to the tax treatment of retirement plans, IRAs, and annuity products. Issues related to pension risk transfers. Issues related to private credit and private assets.

Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creation of new qualified retirement plans for small business. Proposals related to 401(h) surplus. Proposals that would consolidate various retirement and IRA types. Proposals to reform 403(b) plan investments. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Proposals related to ETFs and variable annuities. Proposals related to lifetime income. Proposals related to PBGC premiums. Technical Corrections to SECURE 2.0 Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 6722, Auto IRA Act S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act.

Proposals to reform 403(b) plan investments. H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act. S. 5139, Empowering Main Street in America Act. (118th Congress) H.R. 2799, Expanding Access to Capital Act. (118th Congress) H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act.

Proposals related to PBGC premiums. Proposals to facilitate new growth of pension plans. Proposals related to employee tax credit for employer retirement contributions. Proposals regarding surplus pension assets. Proposals related to automatic enrollment. H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). H.R.6738, Retirement Tax Credit Parity for Cooperatives and Charities Act (117th Congress). S. 2003, Strengthening Benefit Plans Act. H.R.6722, Automatic IRA Act.

Proposals related to PBGC premiums. Proposals to facilitate new growth of pension plans. Proposals related to employee tax credit for employer retirement contributions. Proposals regarding surplus pension assets. Proposals related to automatic enrollment. H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). H.R.6738, Retirement Tax Credit Parity for Cooperatives and Charities Act (117th Congress). S. 2003, Strengthening Benefit Plans Act. H.R.6722, Automatic IRA Act.

Proposals to reform 403(b) plan investments. H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act. H.R. 2799, Expanding Access to Capital Act. (118th Congress) S. 5139, Empowering Main Street in America Act. (118th Congress) H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act

Proposals related to retirement plans for small business. Proposals to reform the multiple employer plan rules. Proposals related to electronic disclosure. Proposals that would consolidate various retirement and IRA types. Issues related to audits of groups of plans. Proposals to reform 403(b) plan investments. Issues regarding age 18 eligibility. Proposals related to gig workers. Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 6722, Automatic IRA Act. S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act. S. 2210, Unlocking Benefits for Independent Workers Act. S. 2217, Independent Retirement Fairness Act. S. 2228, Modern Worker Empowerment Act. H.R.9765/S. 5148, Improving Retirement Security for Family Caregivers Act. (118th Congress) H.R.9764/S. 5149, Catching Up Family Caregivers Act. (118th Congress) H.R. 7362, Form 5500 Simplification Act.

Issues related to tax incentives for retirement savings. Treatment of pooled-employer plans. Technical Corrections to SECURE 2.0 Act of 2022.

Issues related to tax incentives for retirement savings. Treatment of pooled-employer plans. Issues related to the Department of Labor's Retirement Savings Lost and Found registry. Issues related to the treatment of standard terminations. Technical Corrections to SECURE 2.0 Act of 2022.

Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Technical Corrections to the SECURE 2.0 Act of 2022.

Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act; H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act; Technical Corrections to the SECURE 2.0 Act of 2022.

Proposals related to retirement plan issues, including lifetime income and 403(b) plan investments.

Proposals related to retirement plan issues, including lifetime income and 403(b) plan investments.

Proposals related to retirement plan issues, including lifetime income and 403(b) plan investments.

Proposals to reform 403(b) plan investments. H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act. H.R. 2799, Expanding Access to Capital Act. (118th Congress) S. 5139, Empowering Main Street in America Act. (118th Congress) H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act

Proposals related to retirement plans for small business. Proposals to reform the multiple employer plan rules. Proposals related to electronic disclosure. Proposals that would consolidate various retirement and IRA types. Issues related to audits of groups of plans. Proposals to reform 403(b) plan investments. Issues regarding age 18 eligibility. Proposals related to gig workers. Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 6722, Automatic IRA Act. S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act. S. 2210, Unlocking Benefits for Independent Workers Act. S. 2217, Independent Retirement Fairness Act. S. 2228, Modern Worker Empowerment Act. H.R.9765/S. 5148, Improving Retirement Security for Family Caregivers Act. (118th Congress) H.R.9764/S. 5149, Catching Up Family Caregivers Act. (118th Congress)

Proposals to expand 403(b) plan investment options. H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act. H.R. 1807/S. 3815 Improving Disclosure for Investors Act. (118th Congress) H.R. 2799, Expanding Access to Capital Act. (118th Congress) S. 5139, Empowering Main Street in America Act. (118th Congress) H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act.

Proposals related to retirement plan enhancements. Tax incentives for retirement savings. Issues related to artificial intelligence. Proposals to reform 403(b) plan investments. Proposals regarding retirement plan investments in private assets. Issues related to the Department of Labor's proposed rule "Fiduciary Duties in Selecting Designated Investment Alternatives." H.R. 6722, Automatic IRA Act of 2024. S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act. H.R.9765/S. 5148, Improving Retirement Security for Family Caregivers Act. (118th Congress) H.R.9764/S. 5149, Catching Up Family Caregivers Act. (118th Congress)

Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creation of new qualified retirement plans for small business. Proposals related to 401(h) surplus. Proposals that would consolidate various retirement and IRA types. Proposals to reform 403(b) plan investments. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Proposals related to ETFs and variable annuities. Proposals related to lifetime income. Proposals related to PBGC premiums. Technical Corrections to SECURE 2.0 Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 6722, Auto IRA Act S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act.

Proposals to reform 403(b) plan investments. H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act. S. 5139, Empowering Main Street in America Act. (118th Congress) H.R. 2799, Expanding Access to Capital Act. (118th Congress) H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act.

Proposals related to PBGC premiums. Proposals to facilitate new growth of pension plans. Proposals related to employee tax credit for employer retirement contributions. Proposals regarding surplus pension assets. Proposals related to automatic enrollment. H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). H.R.6738, Retirement Tax Credit Parity for Cooperatives and Charities Act (117th Congress). S. 2003, Strengthening Benefit Plans Act.

Proposals related to PBGC premiums. Proposals to facilitate new growth of pension plans. Proposals related to employee tax credit for employer retirement contributions. Proposals regarding surplus pension assets. Proposals related to automatic enrollment. H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). H.R.6738, Retirement Tax Credit Parity for Cooperatives and Charities Act (117th Congress). S. 2003, Strengthening Benefit Plans Act.

Proposals to reform 403(b) plan investments. H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act. H.R. 2799, Expanding Access to Capital Act. (118th Congress) S. 5139, Empowering Main Street in America Act. (118th Congress) H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act.

Issues related to expanding retirement coverage and adequacy, facilitating retirement income, and increasing retirement security. Issues related to Qualified Professional Asset Managers. Issues related to qualifying longevity annuity contracts. Proposals to reform the multiple employer plan rules. Issues related to default annuitization. Issues related to 403(b) investments. Annuity tax credits. Issues relating to disclosure of longevity risk. Proposals regarding electronic rollovers. Technical Corrections to SECURE 2.0 Act of 2022. S. 1831, Auto Reenroll Act. H.R. 4718/S. 1707, Helping Young Americans Save for Retirement Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 6722, Automatic IRA Act of 2024.

Issues related to tax incentives for retirement savings. Treatment of pooled-employer plans. Technical Corrections to SECURE 2.0 Act of 2022.

Issues related to tax incentives for retirement savings. Treatment of pooled-employer plans. Technical Corrections to SECURE 2.0 Act of 2022.

Expansion of investment options for 403(b) plans, including: H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act. H.R.3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act.

Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to lifetime income. Issues related to the tax treatment of retirement plans, IRAs, and annuity products. Issues related to pension risk transfers.

Expansion of investment options for 403(b) plans. H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act. H.R. 2799, Expanding Access to Capital Act. (118th Congress) S. 5139, Empowering Main Street in America Act of 2024. (118th Congress) H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act

Comprehensive pension and retirement savings legislation. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Proposals to reform 403(b) plan investments. Issues related to lifetime income proposals. Issues related to disclosure of longevity risk. Proposals regarding an annuity safe harbor. Technical Corrections to SECURE 2.0 Act of 2022.

Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creating of new qualified retirement plans for small business. Work related to brokerage window investments. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Proposals related to remittance taxes. Issues related to policy discussions with Pontera. S. 1222/H.R. 2544, Financial Freedom Act. Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) S. 1831, Auto Reenroll Act. H.R. 1, to provide for reconciliation pursuant to title II of H. Con. Res. 14.

H.R. 1807, Improving Disclosure for Investors Act of 2023. (118th Congress)

Proposals related to small business retirement issues and retirement savings issues. Issues related to automatic reenrollment. Partnership tax issues. Required minimum distribution issues. Proposals to assist caregivers. Issues regarding age 18 eligibility. Lifetime income proposals. Proposals relating to qualified charitable distributions. Issues related to Senate Committee hearing, "The Future of Retirement." Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 9765/S. 5148, Improving Retirement Security for Family Caregivers Act. (118th Congress) H.R. 9764/S. 5149, Catching Up Family Caregivers Act. (118th Congress) S. 1831, Auto Reenroll Act. S. 1707, Helping Young Americans Save for Retirement Act. H.R. 4718, Helping Young Americans Save for Retirement Act. H.R.2891, IRA Charitable Rollover Facilitation and Enhancement Act of 2025. S.3975, IRA Charitable Rollover Facilitation and Enhancement Act of 2026.

Issues related to the effect of the Department of Labor's fiduciary definition regulation and coordination of such regulation with SEC broker/dealer standard of care. Legislative proposals to address the fiduciary issue or the SEC standard of care. State fiduciary rules.

Issues related to the effect of the Department of Labor's fiduciary definition regulation and coordination of such regulation with SEC broker/dealer standard of care. Legislative proposals to address the fiduciary issue or the SEC standard of care. State fiduciary rules.

Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding and multiemployer plan issues. Issues related to nonqualified deferred compensation. Proposals related to PEP service crediting. Proposals related to Section 401(h) surplus and VEBA surplus. Issues related to Internal Revenue Code Section 162(m). Issues related to tax incentives for retirement savings. Proposals related to environmental, social, and governance plan investments and proxy voting. Issues related to Qualified Professional Asset Managers. Issues related to cybersecurity in retirement plans. Proposals related to PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Issues related to Form 5500 filing and missing participants. Issues related to the use of brokerage windows in defined contribution plans. Proposals regarding pension risk transfers. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. State-administered retirement plan initiatives. Annuitization with respect to defined contribution plans. Proposals that would consolidate various retirement and IRA types. Proposals regarding a retirement lost and found. Proposals related to savings accounts for emergencies. Issues related to paid family and medical leave. Issues regarding age 18 eligibility. Issues related to Roth catch-up contribution effective date. Issues related to Department of Labor's use of common interest agreements. Proposals related to retirement plan litigation. Proposals regarding retirement plan investments in private assets. Proposals regarding an annuity safe harbor. Proposals regarding the use of pension surplus assets. Proposals regarding remittance tax. Advisory Opinion on lifetime income. Issues related to PTE 1977-4. Issues related to 502(g). Proposals relating to qualified charitable distributions. Issues relating to the Department of Labor's proposed rule "Fiduciary Duties in Selecting Designated Investment Alternatives." H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). H.R. 4830, Pension and Budget Integrity Act (117th Congress). H.R. 5877/S. 3746, Pension Risk Transfer Accountability Act (117th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). S. 4219/H.R. 7740, Employee and Retiree Access to Justice Act (117th Congress). H.R. 7780, Mental Health Matters Act (117th Congress). Technical corrections of H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers (118th Congress). H.R.7293, Automatic IRA Act of 2024 (118th Congress). S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act. H.R. 2696/S. 1526, Retirement Savings for Americans Act. H.R. 2023/S. 988, Women's Retirement Protection Act. H.R. 2544/S. 1222, Financial Freedom Act. H.R. 2869, EBSA Investigations Transparency Act. H.R. 2958, Balance the Scales Act. H.R. 1, to provide for reconciliation pursuant to title II of H. Con. Res. 14. S. 2210, Unlocking Benefits for Independent Workers Act. S. 2217, Independent Retirement Fairness Act. S. 2228, Modern Worker Empowerment Act. S. 2335, Pensions for All Act. S. 2003, Strengthening Benefit Plans Act. H.R. 6722, Automatic IRA Act. H.R. 6084, ERISA Litigation Reform Act. H.R. 5169/S. 2403, Retire through Ownership Act. S. 1728, Employee Ownership Representation Act. H.R. 9765/S. 5148, Improving Retirement Security for Family Caregivers Act. (118th Congress) H.R. 9764/S. 5149, Catching Up Family Caregivers Act. (118th Congress) H.R.7362, Form 5500 Filing Simplification Act.

Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act; H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act; Technical Corrections to the SECURE 2.0 Act of 2022.

Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Technical Corrections to the SECURE 2.0 Act of 2022.

Proposals related to small business retirement issues and retirement savings issues. Issues related to automatic reenrollment. Partnership tax issues. Required minimum distribution issues. Proposals to assist caregivers. Issues regarding age 18 eligibility. Lifetime income proposals. Proposals relating to qualified charitable distributions to donor advised funds. Issues related to Senate Committee hearing, "The Future of Retirement." Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 9765/S. 5148, Improving Retirement Security for Family Caregivers Act. (118th Congress) H.R. 9764/S. 5149, Catching Up Family Caregivers Act. (118th Congress) S. 1831, Auto Reenroll Act. S. 1707, Helping Young Americans Save for Retirement Act.

Proposals related to small business retirement issues and retirement savings issues. Issues related to automatic reenrollment. Partnership tax issues. Required minimum distribution issues. Proposals to assist caregivers. Issues regarding age 18 eligibility. Lifetime income proposals. Proposals relating to qualified charitable distributions to donor advised funds. Issues related to Senate Committee hearing, "The Future of Retirement." Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 9765/S. 5148, Improving Retirement Security for Family Caregivers Act. (118th Congress) H.R. 9764/S. 5149, Catching Up Family Caregivers Act. (118th Congress) S. 1831, Auto Reenroll Act. S. 1707, Helping Young Americans Save for Retirement Act.

Issues related to tax incentives for retirement savings. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase distribution options within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 3942, Lifetime Income for Employees Act. (118th Congress). E.O. 14330, Democratizing Access to Alternative Assets for 401(k) Investors.

Issues related to tax incentives for retirement savings. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase distribution options within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 3942, Lifetime Income for Employees Act. (118th Congress). E.O. 14330, Democratizing Access to Alternative Assets for 401(k) Investors.

Proposals related to PBGC premiums. Proposals to facilitate new growth of pension plans. Proposals related to employee tax credit for employer retirement contributions. Proposals regarding surplus pension assets. H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). H.R.6738, Retirement Tax Credit Parity for Cooperatives and Charities Act (117th Congress). S. 2003, Strengthening Benefit Plans Act.

Proposals related to PBGC premiums. Proposals to facilitate new growth of pension plans. Proposals related to employee tax credit for employer retirement contributions. Proposals regarding surplus pension assets. H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). H.R.6738, Retirement Tax Credit Parity for Cooperatives and Charities Act (117th Congress). S. 2003, Strengthening Benefit Plans Act.

Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creation of new qualified retirement plans for small business. Proposals related to 401(h) surplus. Proposals that would consolidate various retirement and IRA types. Proposals to reform 403(b) plan investments. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Proposals related to ETFs and variable annuities. Proposals related to lifetime income. Technical Corrections to SECURE 2.0 Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 6722, Auto IRA Act S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act.

Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creation of new qualified retirement plans for small business. Proposals related to 401(h) surplus. Proposals that would consolidate various retirement and IRA types. Proposals to reform 403(b) plan investments. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Proposals related to ETFs and variable annuities. Proposals related to lifetime income. Technical Corrections to SECURE 2.0 Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 6722, Auto IRA Act S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act.

Proposals related to retirement plans for small business. Proposals to reform the multiple employer plan rules. Proposals related to electronic disclosure. Proposals that would consolidate various retirement and IRA types. Issues related to audits of groups of plans. Proposals to reform 403(b) plan investments. Issues regarding age 18 eligibility. Proposals related to gig workers. Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 6722, Automatic IRA Act. S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act. S. 2210, Unlocking Benefits for Independent Workers Act. S. 2217, Independent Retirement Fairness Act. S. 2228, Modern Worker Empowerment Act.

Proposals related to retirement plans for small business. Proposals to reform the multiple employer plan rules. Proposals related to electronic disclosure. Proposals that would consolidate various retirement and IRA types. Issues related to audits of groups of plans. Proposals to reform 403(b) plan investments. Issues regarding age 18 eligibility. Proposals related to gig workers. Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 6722, Automatic IRA Act. S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act. S. 2210, Unlocking Benefits for Independent Workers Act. S. 2217, Independent Retirement Fairness Act. S. 2228, Modern Worker Empowerment Act.

Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to lifetime income. Issues related to the tax treatment of retirement plans, IRAs, and annuity products. Issues related to pension risk transfers.

Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to lifetime income. Issues related to the tax treatment of retirement plans, IRAs, and annuity products. Issues related to pension risk transfers.

Issues related to tax incentives for retirement savings. Treatment of pooled-employer plans. Technical Corrections to SECURE 2.0 Act of 2022.

Issues related to tax incentives for retirement savings. Treatment of pooled-employer plans. Technical Corrections to SECURE 2.0 Act of 2022.

Issues related to the effect of the Department of Labor's fiduciary definition regulation and coordination of such regulation with SEC broker/dealer standard of care. Legislative proposals to address the fiduciary issue or the SEC standard of care. State fiduciary rules.

Issues related to the effect of the Department of Labor's fiduciary definition regulation and coordination of such regulation with SEC broker/dealer standard of care. Legislative proposals to address the fiduciary issue or the SEC standard of care. State fiduciary rules.

Issues related to expanding retirement coverage and adequacy, facilitating retirement income, and increasing retirement security. Issues related to Qualified Professional Asset Managers. Issues related to qualifying longevity annuity contracts. Proposals to reform the multiple employer plan rules. Issues related to default annuitization. Issues related to 403(b) investments. Annuity tax credits. Issues relating to disclosure of longevity risk. Proposals regarding electronic rollovers. Technical Corrections to SECURE 2.0 Act of 2022. S. 1831, Auto Reenroll Act. H.R. 4718/S. 1707, Helping Young Americans Save for Retirement Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 6722, Automatic IRA Act of 2024.

Issues related to expanding retirement coverage and adequacy, facilitating retirement income, and increasing retirement security. Issues related to Qualified Professional Asset Managers. Issues related to qualifying longevity annuity contracts. Proposals to reform the multiple employer plan rules. Issues related to default annuitization. Issues related to 403(b) investments. Annuity tax credits. Issues relating to disclosure of longevity risk. Proposals regarding electronic rollovers. Technical Corrections to SECURE 2.0 Act of 2022. S. 1831, Auto Reenroll Act. H.R. 4718/S. 1707, Helping Young Americans Save for Retirement Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 6722, Automatic IRA Act of 2024.

Comprehensive pension and retirement savings legislation. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Proposals to reform 403(b) plan investments. Issues related to lifetime income proposals. Issues related to disclosure of longevity risk. Proposals regarding an annuity safe harbor. Technical Corrections to SECURE 2.0 Act of 2022.

Comprehensive pension and retirement savings legislation. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Proposals to reform 403(b) plan investments. Issues related to lifetime income proposals. Issues related to disclosure of longevity risk. Proposals regarding an annuity safe harbor. Technical Corrections to SECURE 2.0 Act of 2022.

Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding and multiemployer plan issues. Issues related to nonqualified deferred compensation. Proposals related to PEP service crediting. Proposals related to Section 401(h) surplus and VEBA surplus. Issues related to Internal Revenue Code Section 162(m). Issues related to tax incentives for retirement savings. Proposals related to environmental, social, and governance plan investments and proxy voting. Issues related to Qualified Professional Asset Managers. Issues related to cybersecurity in retirement plans. Proposals related to PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Issues related to Form 5500 filing and missing participants. Issues related to the use of brokerage windows in defined contribution plans. Proposals regarding pension risk transfers. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. State-administered retirement plan initiatives. Annuitization with respect to defined contribution plans. Proposals that would consolidate various retirement and IRA types. Proposals regarding a retirement lost and found. Proposals related to savings accounts for emergencies. Issues related to paid family and medical leave. Issues regarding age 18 eligibility. Issues related to Roth catch-up contribution effective date. Issues related to Department of Labor's use of common interest agreements. Proposals related to retirement plan litigation. Proposals regarding retirement plan investments in private assets. Proposals regarding an annuity safe harbor. Proposals regarding the use of pension surplus assets. Proposals regarding remittance tax. Advisory Opinion on lifetime income. Issues related to PTE 1977-4. H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). H.R. 4830, Pension and Budget Integrity Act (117th Congress). H.R. 5877/S. 3746, Pension Risk Transfer Accountability Act (117th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). S. 4219/H.R. 7740, Employee and Retiree Access to Justice Act (117th Congress). H.R. 7780, Mental Health Matters Act (117th Congress). Technical corrections of H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers (118th Congress). H.R.7293, Automatic IRA Act of 2024 (118th Congress). S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act. H.R. 2696/S. 1526, Retirement Savings for Americans Act. H.R. 2023/S. 988, Women's Retirement Protection Act. H.R. 2544/S. 1222, Financial Freedom Act. H.R. 2869, EBSA Investigations Transparency Act. H.R. 2958, Balance the Scales Act. H.R. 1, to provide for reconciliation pursuant to title II of H. Con. Res. 14. S. 2210, Unlocking Benefits for Independent Workers Act. S. 2217, Independent Retirement Fairness Act. S. 2228, Modern Worker Empowerment Act. S. 2335, Pensions for All Act. S. 2003, Strengthening Benefit Plans Act. H.R. 6722, Automatic IRA Act. H.R. 6084, ERISA Litigation Reform Act. H.R. 5169/S. 2403, Retire through Ownership Act. S. 1728, Employee Ownership Representation Act.

Pension funding issues. Proposals related to plan transfers.

Pension funding issues. Proposals related to plan transfers.

Proposals related to retirement plan enhancements. Tax incentives for retirement savings. Issues related to artificial intelligence. Proposals to reform 403(b) plan investments. Proposals regarding retirement plan investments in private assets. H.R. 6722, Automatic IRA Act of 2024. S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act.

Proposals related to retirement plan enhancements. Tax incentives for retirement savings. Issues related to artificial intelligence. Proposals to reform 403(b) plan investments. Proposals regarding retirement plan investments in private assets. H.R. 6722, Automatic IRA Act of 2024. S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act.

Proposals related to small business retirement issues and retirement savings issues. Issues related to automatic reenrollment. Partnership tax issues. Required minimum distribution issues. Proposals to assist caregivers. Issues regarding age 18 eligibility. Lifetime income proposals. Proposals relating to qualified charitable distributions to donor advised funds. Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 9765/S. 5148, Improving Retirement Security for Family Caregivers Act. (118th Congress) H.R. 9764/S. 5149, Catching Up Family Caregivers Act. (118th Congress) S. 1831, Auto Reenroll Act. S. 1707, Helping Young Americans Save for Retirement Act.

Proposals related to small business retirement issues and retirement savings issues. Issues related to automatic reenrollment. Partnership tax issues. Required minimum distribution issues. Proposals to assist caregivers. Issues regarding age 18 eligibility. Lifetime income proposals. Proposals relating to qualified charitable distributions to donor advised funds. Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 9765/S. 5148, Improving Retirement Security for Family Caregivers Act. (118th Congress) H.R. 9764/S. 5149, Catching Up Family Caregivers Act. (118th Congress) S. 1831, Auto Reenroll Act. S. 1707, Helping Young Americans Save for Retirement Act.

Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creating of new qualified retirement plans for small business. Work related to brokerage window investments. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Proposals related to remittance taxes. Issues related to policy discussions with Pontera. S. 1222/H.R. 2544, Financial Freedom Act. Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) S. 1831, Auto Reenroll Act. H.R. 1, to provide for reconciliation pursuant to title II of H. Con. Res. 14.

Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creating of new qualified retirement plans for small business. Work related to brokerage window investments. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Proposals related to remittance taxes. Issues related to policy discussions with Pontera. S. 1222/H.R. 2544, Financial Freedom Act. Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) S. 1831, Auto Reenroll Act. H.R. 1, to provide for reconciliation pursuant to title II of H. Con. Res. 14.

Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Technical Corrections to the SECURE 2.0 Act of 2022.

Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act; H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act; Technical Corrections to the SECURE 2.0 Act of 2022.

Issues related to deferred compensation arrangements.

Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding and multiemployer plan issues. Issues related to nonqualified deferred compensation. Proposals related to PEP service crediting. Proposals related to Section 401(h) surplus and VEBA surplus. Issues related to Internal Revenue Code Section 162(m). Issues related to tax incentives for retirement savings. Proposals related to environmental, social, and governance plan investments and proxy voting. Issues related to Qualified Professional Asset Managers. Issues related to cybersecurity in retirement plans. Proposals related to PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Issues related to Form 5500 filing and missing participants. Issues related to the use of brokerage windows in defined contribution plans. Proposals regarding pension risk transfers. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. State-administered retirement plan initiatives. Annuitization with respect to defined contribution plans. Proposals that would consolidate various retirement and IRA types. Proposals regarding a retirement lost and found. Proposals related to savings accounts for emergencies. Issues related to paid family and medical leave. Issues regarding age 18 eligibility. Issues related to Roth catch-up contribution effective date. Issues related to Department of Labor's use of common interest agreements. Proposals related to retirement plan litigation. Proposals regarding retirement plan investments in private assets. Proposals regarding an annuity safe harbor. Proposals regarding the use of pension surplus assets. Proposals regarding remittance tax. H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). H.R. 4830, Pension and Budget Integrity Act (117th Congress). H.R. 5877/S. 3746, Pension Risk Transfer Accountability Act (117th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). S. 4219/H.R. 7740, Employee and Retiree Access to Justice Act (117th Congress). H.R. 7780, Mental Health Matters Act (117th Congress). Technical corrections of H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers (118th Congress). H.R.7293, Automatic IRA Act of 2024 (118th Congress). S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act. H.R. 2696/S. 1526, Retirement Savings for Americans Act. H.R. 2023/S. 988, Women's Retirement Protection Act. H.R. 2544/S. 1222, Financial Freedom Act. H.R. 2869, EBSA Investigations Transparency Act. H.R. 2958, Balance the Scales Act. H.R. 1, to provide for reconciliation pursuant to title II of H. Con. Res. 14. S. 2210, Unlocking Benefits for Independent Workers Act. S. 2217, Independent Retirement Fairness Act. S. 2228, Modern Worker Empowerment Act. S. 2335, Pensions for All Act. S. 2003, Strengthening Benefit Plans Act.

Proposals related to retirement plans for small business. Proposals to reform the multiple employer plan rules. Proposals related to electronic disclosure. Proposals that would consolidate various retirement and IRA types. Issues related to audits of groups of plans. Proposals to reform 403(b) plan investments. Issues regarding age 18 eligibility. Proposals related to gig workers. Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 7293, Automatic IRA Act of 2024. (118th Congress) S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act. S. 2210, Unlocking Benefits for Independent Workers Act. S. 2217, Independent Retirement Fairness Act. S. 2228, Modern Worker Empowerment Act.

Proposals related to retirement plans for small business. Proposals to reform the multiple employer plan rules. Proposals related to electronic disclosure. Proposals that would consolidate various retirement and IRA types. Issues related to audits of groups of plans. Proposals to reform 403(b) plan investments. Issues regarding age 18 eligibility. Proposals related to gig workers. Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 7293, Automatic IRA Act of 2024. (118th Congress) S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act. S. 2210, Unlocking Benefits for Independent Workers Act. S. 2217, Independent Retirement Fairness Act. S. 2228, Modern Worker Empowerment Act.

Issues related to tax incentives for retirement savings. Treatment of pooled-employer plans. Technical Corrections to SECURE 2.0 Act of 2022.

Issues related to tax incentives for retirement savings. Treatment of pooled-employer plans. Technical Corrections to SECURE 2.0 Act of 2022.

Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creating of new qualified retirement plans for small business. Work related to brokerage window investments. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Proposals related to remittance taxes. S. 1222/H.R. 2544, Financial Freedom Act. Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) S. 1831, Auto Reenroll Act. H.R. 1, to provide for reconciliation pursuant to title II of H. Con. Res. 14.

Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creating of new qualified retirement plans for small business. Work related to brokerage window investments. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Proposals related to remittance taxes. S. 1222/H.R. 2544, Financial Freedom Act. Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) S. 1831, Auto Reenroll Act. H.R. 1, to provide for reconciliation pursuant to title II of H. Con. Res. 14.

Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creation of new qualified retirement plans for small business. Proposals related to 401(h) surplus. Proposals that would consolidate various retirement and IRA types. Proposals to reform 403(b) plan investments. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Proposals related to ETFs and variable annuities. Proposals related to lifetime income. Technical Corrections to SECURE 2.0 Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 7293, Auto IRA Act of 2024. (118th Congress) S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act.

Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creation of new qualified retirement plans for small business. Proposals related to 401(h) surplus. Proposals that would consolidate various retirement and IRA types. Proposals to reform 403(b) plan investments. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Proposals related to ETFs and variable annuities. Proposals related to lifetime income. Technical Corrections to SECURE 2.0 Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 7293, Auto IRA Act of 2024. (118th Congress) S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act.

Pension funding issues. Proposals related to plan transfers.

Pension funding issues. Proposals related to plan transfers.

Proposals related to PBGC premiums. Proposals to facilitate new growth of pension plans. Proposals related to employee tax credit for employer retirement contributions. Proposals regarding surplus pension assets. H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). H.R.6738, Retirement Tax Credit Parity for Cooperatives and Charities Act (117th Congress).

Proposals related to PBGC premiums. Proposals to facilitate new growth of pension plans. Proposals related to employee tax credit for employer retirement contributions. Proposals regarding surplus pension assets. H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). H.R.6738, Retirement Tax Credit Parity for Cooperatives and Charities Act (117th Congress).

Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to lifetime income. Issues related to the tax treatment of retirement plans, IRAs, and annuity products. Issues related to pension risk transfers.

Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to lifetime income. Issues related to the tax treatment of retirement plans, IRAs, and annuity products. Issues related to pension risk transfers.

Comprehensive pension and retirement savings legislation. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Proposals to reform 403(b) plan investments. Issues related to lifetime income proposals. Issues related to disclosure of longevity risk. Proposals regarding an annuity safe harbor. Technical Corrections to SECURE 2.0 Act of 2022.

Comprehensive pension and retirement savings legislation. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Proposals to reform 403(b) plan investments. Issues related to lifetime income proposals. Issues related to disclosure of longevity risk. Proposals regarding an annuity safe harbor. Technical Corrections to SECURE 2.0 Act of 2022.

Proposals related to retirement plan enhancements. Tax incentives for retirement savings. Issues related to artificial intelligence. Proposals to reform 403(b) plan investments. Proposals regarding retirement plan investments in private assets. H.R. 7293, Automatic IRA Act of 2024. (118th Congress) S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act.

Proposals related to retirement plan enhancements. Tax incentives for retirement savings. Issues related to artificial intelligence. Proposals to reform 403(b) plan investments. Proposals regarding retirement plan investments in private assets. H.R. 7293, Automatic IRA Act of 2024. (118th Congress) S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act.

Proposals related to small business retirement issues and retirement savings issues. Issues related to automatic reenrollment. Partnership tax issues. Required minimum distribution issues. Proposals to assist caregivers. Issues regarding age 18 eligibility. Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 9765/S. 5148, Improving Retirement Security for Family Caregivers Act. (118th Congress) H.R. 9764/S. 5149, Catching Up Family Caregivers Act. (118th Congress) S. 1831, Auto Reenroll Act. S. 1707, Helping Young Americans Save for Retirement Act.

Proposals related to small business retirement issues and retirement savings issues. Issues related to automatic reenrollment. Partnership tax issues. Required minimum distribution issues. Proposals to assist caregivers. Issues regarding age 18 eligibility. Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 9765/S. 5148, Improving Retirement Security for Family Caregivers Act. (118th Congress) H.R. 9764/S. 5149, Catching Up Family Caregivers Act. (118th Congress) S. 1831, Auto Reenroll Act. S. 1707, Helping Young Americans Save for Retirement Act.

Issues related to expanding retirement coverage and adequacy, facilitating retirement income, and increasing retirement security. Issues related to Qualified Professional Asset Managers. Issues related to qualifying longevity annuity contracts. Proposals to reform the multiple employer plan rules. Issues related to default annuitization. Issues related to 403(b) investments. Annuity tax credits. Issues relating to disclosure of longevity risk. Proposals regarding electronic rollovers. Technical Corrections to SECURE 2.0 Act of 2022. S. 1831, Auto Reenroll Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 7293, Automatic IRA Act of 2024. (118th Congress)

Issues related to expanding retirement coverage and adequacy, facilitating retirement income, and increasing retirement security. Issues related to Qualified Professional Asset Managers. Issues related to qualifying longevity annuity contracts. Proposals to reform the multiple employer plan rules. Issues related to default annuitization. Issues related to 403(b) investments. Annuity tax credits. Issues relating to disclosure of longevity risk. Proposals regarding electronic rollovers. Technical Corrections to SECURE 2.0 Act of 2022. S. 1831, Auto Reenroll Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 7293, Automatic IRA Act of 2024. (118th Congress)

Issues related to the effect of the Department of Labor's fiduciary definition regulation and coordination of such regulation with SEC broker/dealer standard of care. Legislative proposals to address the fiduciary issue or the SEC standard of care. State fiduciary rules.

Issues related to the effect of the Department of Labor's fiduciary definition regulation and coordination of such regulation with SEC broker/dealer standard of care. Legislative proposals to address the fiduciary issue or the SEC standard of care. State fiduciary rules.

Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Technical Corrections to the SECURE 2.0 Act of 2022.

Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act; Technical Corrections to the SECURE 2.0 Act of 2022.

Issues related to tax incentives for retirement savings. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase distribution options within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 3942, Lifetime Income for Employees Act. (118th Congress). E.O. 14330, Democratizing Access to Alternative Assets for 401(k) Investors.

Issues related to tax incentives for retirement savings. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase distribution options within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 3942, Lifetime Income for Employees Act. (118th Congress). E.O. 14330, Democratizing Access to Alternative Assets for 401(k) Investors.

Issues related to tax incentives for retirement savings. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase distribution options within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 3942, Lifetime Income for Employees Act. (118th Congress).

Issues related to tax incentives for retirement savings. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase distribution options within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 3942, Lifetime Income for Employees Act. (118th Congress).

Issues pertaining to deferred compensation arrangements.

Issues related to tax incentives for retirement savings. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase distribution options within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 3942, Lifetime Income for Employees Act. (118th Congress).

Issues related to tax incentives for retirement savings. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase distribution options within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 3942, Lifetime Income for Employees Act. (118th Congress).

Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Technical Corrections to the SECURE 2.0 Act of 2022.

Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act; Technical Corrections to the SECURE 2.0 Act of 2022.

Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to lifetime income. Issues related to the tax treatment of retirement plans, IRAs, and annuity products. Issues related to pension risk transfers.

Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to lifetime income. Issues related to the tax treatment of retirement plans, IRAs, and annuity products. Issues related to pension risk transfers.

Proposals to enhance retirement savings opportunities for employers, employees, and individuals. Small business tax credit. S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act.

Issues related to the effect of the Department of Labor's fiduciary definition regulation and coordination of such regulation with SEC broker/dealer standard of care. Legislative proposals to address the fiduciary issue or the SEC standard of care. State fiduciary rules.

Issues related to the effect of the Department of Labor's fiduciary definition regulation and coordination of such regulation with SEC broker/dealer standard of care. Legislative proposals to address the fiduciary issue or the SEC standard of care. State fiduciary rules.

Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creating of new qualified retirement plans for small business. Work related to brokerage window investments. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Proposals related to remittance taxes. S. 1222/H.R. 2544, Financial Freedom Act. Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) S. 1831, Auto Reenroll Act. H.R. 1, to provide for reconciliation pursuant to title II of H. Con. Res. 14.

Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creating of new qualified retirement plans for small business. Work related to brokerage window investments. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Proposals related to remittance taxes. S. 1222/H.R. 2544, Financial Freedom Act. Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) S. 1831, Auto Reenroll Act. H.R. 1, to provide for reconciliation pursuant to title II of H. Con. Res. 14.

Proposals related to PBGC premiums. Proposals to facilitate new growth of pension plans. Proposals related to employee tax credit for employer retirement contributions. Proposals regarding surplus pension assets. H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). H.R.6738, Retirement Tax Credit Parity for Cooperatives and Charities Act (117th Congress).

Proposals related to PBGC premiums. Proposals to facilitate new growth of pension plans. Proposals related to employee tax credit for employer retirement contributions. Proposals regarding surplus pension assets. H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). H.R.6738, Retirement Tax Credit Parity for Cooperatives and Charities Act (117th Congress).

Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creation of new qualified retirement plans for small business. Proposals related to 401(h) surplus. Proposals that would consolidate various retirement and IRA types. Proposals to reform 403(b) plan investments. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Proposals related to ETFs and variable annuities. Technical Corrections to SECURE 2.0 Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 7293, Auto IRA Act of 2024. (118th Congress) S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act.

Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creation of new qualified retirement plans for small business. Proposals related to 401(h) surplus. Proposals that would consolidate various retirement and IRA types. Proposals to reform 403(b) plan investments. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Proposals related to ETFs and variable annuities. Technical Corrections to SECURE 2.0 Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 7293, Auto IRA Act of 2024. (118th Congress) S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act.

Proposals related to retirement plans for small business. Proposals to reform the multiple employer plan rules. Proposals related to electronic disclosure. Proposals that would consolidate various retirement and IRA types. Issues related to audits of groups of plans. Proposals to reform 403(b) plan investments. Issues regarding age 18 eligibility. Proposals related to gig workers. Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 7293, Automatic IRA Act of 2024. (118th Congress) S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act. Discussion Draft of Unlocking Benefits for Independent Workers Act. Discussion Draft of Independent Retirement Fairness Act.

Proposals related to retirement plans for small business. Proposals to reform the multiple employer plan rules. Proposals related to electronic disclosure. Proposals that would consolidate various retirement and IRA types. Issues related to audits of groups of plans. Proposals to reform 403(b) plan investments. Issues regarding age 18 eligibility. Proposals related to gig workers. Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 7293, Automatic IRA Act of 2024. (118th Congress) S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act. Discussion Draft of Unlocking Benefits for Independent Workers Act. Discussion Draft of Independent Retirement Fairness Act.

Issues related to tax incentives for retirement savings. Treatment of pooled-employer plans. Technical Corrections to SECURE 2.0 Act of 2022.

Issues related to tax incentives for retirement savings. Treatment of pooled-employer plans. Technical Corrections to SECURE 2.0 Act of 2022.

Proposals related to retirement plan enhancements. Tax incentives for retirement savings. Issues related to artificial intelligence. Proposals to reform 403(b) plan investments. Proposals regarding retirement plan investments in private assets. H.R. 7293, Automatic IRA Act of 2024. (118th Congress) S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act.

Proposals related to retirement plan enhancements. Tax incentives for retirement savings. Issues related to artificial intelligence. Proposals to reform 403(b) plan investments. Proposals regarding retirement plan investments in private assets. H.R. 7293, Automatic IRA Act of 2024. (118th Congress) S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act.

Issues related to expanding retirement coverage and adequacy, facilitating retirement income, and increasing retirement security. Issues related to Qualified Professional Asset Managers. Issues related to qualifying longevity annuity contracts. Proposals to reform the multiple employer plan rules. Issues related to default annuitization. Issues related to 403(b) investments. Annuity tax credits. Issues relating to disclosure of longevity risk. Proposals regarding electronic rollovers. Technical Corrections to SECURE 2.0 Act of 2022. S. 1831, Auto Reenroll Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 7293, Automatic IRA Act of 2024. (118th Congress)

Issues related to expanding retirement coverage and adequacy, facilitating retirement income, and increasing retirement security. Issues related to Qualified Professional Asset Managers. Issues related to qualifying longevity annuity contracts. Proposals to reform the multiple employer plan rules. Issues related to default annuitization. Issues related to 403(b) investments. Annuity tax credits. Issues relating to disclosure of longevity risk. Proposals regarding electronic rollovers. Technical Corrections to SECURE 2.0 Act of 2022. S. 1831, Auto Reenroll Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 7293, Automatic IRA Act of 2024. (118th Congress)

Comprehensive pension and retirement savings legislation. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Proposals to reform 403(b) plan investments. Issues related to lifetime income proposals. Issues related to disclosure of longevity risk. Proposals regarding an annuity safe harbor. Technical Corrections to SECURE 2.0 Act of 2022.

Comprehensive pension and retirement savings legislation. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Proposals to reform 403(b) plan investments. Issues related to lifetime income proposals. Issues related to disclosure of longevity risk. Proposals regarding an annuity safe harbor. Technical Corrections to SECURE 2.0 Act of 2022.

Proposals related to small business retirement issues and retirement savings issues. Issues related to automatic reenrollment. Partnership tax issues. Required minimum distribution issues. Proposals to assist caregivers. Issues regarding age 18 eligibility. Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 9765/S. 5148, Improving Retirement Security for Family Caregivers Act. (118th Congress) H.R. 9764/S. 5149, Catching Up Family Caregivers Act. (118th Congress) S. 1831, Auto Reenroll Act. S. 1707, Helping Young Americans Save for Retirement Act.

Proposals related to small business retirement issues and retirement savings issues. Issues related to automatic reenrollment. Partnership tax issues. Required minimum distribution issues. Proposals to assist caregivers. Issues regarding age 18 eligibility. Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 9765/S. 5148, Improving Retirement Security for Family Caregivers Act. (118th Congress) H.R. 9764/S. 5149, Catching Up Family Caregivers Act. (118th Congress) S. 1831, Auto Reenroll Act. S. 1707, Helping Young Americans Save for Retirement Act.

Pension funding issues. Proposals related to plan transfers.

Pension funding issues. Proposals related to plan transfers.

Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding and multiemployer plan issues. Issues related to nonqualified deferred compensation. Proposals related to PEP service crediting. Proposals related to Section 401(h) surplus and VEBA surplus. Issues related to Internal Revenue Code Section 162(m). Issues related to tax incentives for retirement savings. Proposals related to environmental, social, and governance plan investments and proxy voting. Issues related to Qualified Professional Asset Managers. Issues related to cybersecurity in retirement plans. Proposals related to PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Issues related to Form 5500 filing and missing participants. Issues related to the use of brokerage windows in defined contribution plans. Proposals regarding pension risk transfers. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. State-administered retirement plan initiatives. Annuitization with respect to defined contribution plans. Proposals that would consolidate various retirement and IRA types. Proposals regarding a retirement lost and found. Proposals related to savings accounts for emergencies. Issues related to paid family and medical leave. Issues regarding age 18 eligibility. Issues related to Roth catch-up contribution effective date. Issues related to Department of Labor's use of common interest agreements. Proposals related to retirement plan litigation. Proposals regarding retirement plan investments in private assets. Proposals regarding an annuity safe harbor. Proposals regarding the use of pension surplus assets. Proposals regarding remittance tax. H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). H.R. 4830, Pension and Budget Integrity Act (117th Congress). H.R. 5877/S. 3746, Pension Risk Transfer Accountability Act (117th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). S. 4219/H.R. 7740, Employee and Retiree Access to Justice Act (117th Congress). H.R. 7780, Mental Health Matters Act (117th Congress). Technical corrections of H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers (118th Congress). H.R.7293, Automatic IRA Act of 2024 (118th Congress). S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act. H.R. 2696, Retirement Savings for Americans Act. H.R. 2023/S. 988, Women's Retirement Protection Act. H.R. 2544/S. 1222, Financial Freedom Act. H.R. 2869, EBSA Investigations Transparency Act. H.R. 2958, Balance the Scales Act. H.R. 1, to provide for reconciliation pursuant to title II of H. Con. Res. 14.

Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Technical Corrections to the SECURE 2.0 Act of 2022.

Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act; Technical Corrections to the SECURE 2.0 Act of 2022.

Issues related to tax incentives for retirement savings. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase distribution options within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 3942, Lifetime Income for Employees Act. (118th Congress).

Issues related to tax incentives for retirement savings. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase distribution options within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 3942, Lifetime Income for Employees Act. (118th Congress).

Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to lifetime income. Issues related to the tax treatment of retirement plans, IRAs, and annuity products. Issues related to pension risk transfers.

Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to lifetime income. Issues related to the tax treatment of retirement plans, IRAs, and annuity products. Issues related to pension risk transfers.

Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding and multiemployer plan issues. Issues related to nonqualified deferred compensation. Proposals related to PEP service crediting. Proposals related to Section 401(h) surplus and VEBA surplus. Issues related to Internal Revenue Code Section 162(m). Issues related to tax incentives for retirement savings. Proposals related to environmental, social, and governance plan investments and proxy voting. Issues related to Qualified Professional Asset Managers. Issues related to cybersecurity in retirement plans. Proposals related to PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Issues related to Form 5500 filing and missing participants. Issues related to the use of brokerage windows in defined contribution plans. Proposals regarding pension risk transfers. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. State-administered retirement plan initiatives. Annuitization with respect to defined contribution plans. Proposals that would consolidate various retirement and IRA types. Proposals regarding a retirement lost and found. Proposals related to savings accounts for emergencies. Issues related to paid family and medical leave. Issues regarding age 18 eligibility. Issues related to Roth catch-up contribution effective date. Issues related to Department of Labor's use of common interest agreements. Proposals related to retirement plan litigation. H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). H.R. 4830, Pension and Budget Integrity Act (117th Congress). H.R. 5877/S. 3746, Pension Risk Transfer Accountability Act (117th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). S. 4219/H.R. 7740, Employee and Retiree Access to Justice Act (117th Congress). H.R. 7780, Mental Health Matters Act (117th Congress). Technical corrections of H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 4924/S. 2517, Auto Reenroll Act (118th Congress). S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers (118th Congress). H.R.7293, Automatic IRA Act of 2024 (118th Congress). S. 3305/H.R. 9281, Helping Young Americans Save for Retirement Act (118th Congress). H.R. 2696, Retirement Savings for Americans Act. H.R. 2023/S. 988, Women's Retirement Protection Act. H.R. 2544/S. 1222, Financial Freedom Act.

Proposals to enhance retirement savings opportunities for employers, employees, and individuals. Small business tax credit.

Proposals related to retirement plan enhancements. Tax incentives for retirement savings. Issues related to artificial intelligence. Proposals to reform 403(b) plan investments. H.R. 7293, Automatic IRA Act of 2024. (118th Congress)

Proposals related to retirement plan enhancements. Tax incentives for retirement savings. Issues related to artificial intelligence. H.R. 7293, Automatic IRA Act of 2024. (118th Congress)

Proposals to expand 403(b) plan investment options. H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act. H.R. 1807/S. 3815 Improving Disclosure for Investors Act. (118th Congress) H.R. 2799, Expanding Access to Capital Act. (118th Congress) S. 5139, Empowering Main Street in America Act. (118th Congress)

Proposals related to small business retirement issues and retirement savings issues. Issues related to automatic reenrollment. Partnership tax issues. Required minimum distribution issues. Proposals to assist caregivers. Issues regarding age 18 eligibility. Technical Corrections to SECURE 2.0 Act of 2022. H.R. 4924/S. 2517, Auto Reenroll Act. (118th Congress) S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) S. 3305/S. 4917, Helping Young Americans Save for Retirement Act. (118th Congress) H.R. 9765/S. 5148, Improving Retirement Security for Family Caregivers Act. (118th Congress) H.R. 9764/S. 5149, Catching Up Family Caregivers Act. (118th Congress)

Proposals related to small business retirement issues and retirement savings issues. Issues related to automatic reenrollment. Partnership tax issues. Required minimum distribution issues. Proposals to assist caregivers. Issues regarding age 18 eligibility. Technical Corrections to SECURE 2.0 Act of 2022. H.R. 4924/S. 2517, Auto Reenroll Act. (118th Congress) S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) S. 3305/S. 4917, Helping Young Americans Save for Retirement Act. (118th Congress) H.R. 9765/S. 5148, Improving Retirement Security for Family Caregivers Act. (118th Congress) H.R. 9764/S. 5149, Catching Up Family Caregivers Act. (118th Congress)

Comprehensive pension and retirement savings legislation. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Proposals to reform 403(b) plan investments. Issues related to lifetime income proposals. Issues related to disclosure of longevity risk. Technical Corrections to SECURE 2.0 Act of 2022.

Comprehensive pension and retirement savings legislation. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to lifetime income proposals. Issues related to disclosure of longevity risk. Technical Corrections to SECURE 2.0 Act of 2022.