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Reported covered position: DEP ASST TO THE PRESIDENT FOR LEGIS AFFAIRS
How to read the money
Income and expense are whole-filing amounts associated with this lobbyist, not personal compensation or an allocated share.
No topic inference: each bill number appears in source LDA issue text assigned to this lobbyist.
Financial Regulatory Reform Covered Bonds in the following bill: HR940 - United States Covered Bonds Act of 2011 Dodd-Frank Wall Street Reform and Consumer Protection Act in regards to: Volcker Rule Systemic Risk Designation Asset-Backed Market Stabilization Act [repeal Section 939(g) of Dodd-Frank] A bill to amend the Dodd-Frank Wall Street Reform and Consumer Protection Act to repeal certain disclosure requirements (The Burdensome Data Collection Relief Act) Notice of Proposed Rulemaking that would implement Section 619 of the Dodd-Frank Act HR2434 - Financial Services and General Government Appropriations bill, 2012 HR2055 - Military Construction of Savings and Loan Holding Companies Capital Requirements for SLHCs and Federal Reserve Board Oversight FY2013 House Financial Services Appropriations bill S2223 - Volcker Rule - A bill to address the implementation of certain prohibitions under the Bank Holding Company Act Federal Reserve Supervision of Savings and Loan Holding Companies GSE Reform in the following bill: HR1859 - Housing Finance Reform Act of 2011 Compliance Structure as in the following act: Stop Trading on Congressional Knowledge Act of 2012
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
529 Plans in the following bill: HR529 - Savings Enhancement for Education in College Act Tax Equity for Health Plan Beneficiaries Act in the following bills: HR2088, S1171 - Tax Parity for Health Plan Beneficiaries Act Hybrid Pension Plans in the following bill: HR2934 - To amend the Internal Revenue Code of 1986 to clarify the treatment of certain retirement plan contributions picked up by governmental employers Tax Reform as it relates to retirement plans Debt Ceiling in the following bill: S365 - Budget Control Act of 2011 Federal Payroll Tax as in the following bill: HR3765 - Temporary Payroll Tax Cut Continuation Act of 2011 Savings Enhancement for Education in College Act
Source: Senate LDA
Tax Parity for Health Plan Beneficiaries Act of 2011
529 Plans in the following bill: HR529 - Savings Enhancement for Education in College Act Tax Equity for Health Plan Beneficiaries Act in the following bills: HR2088, S1171 - Tax Parity for Health Plan Beneficiaries Act Hybrid Pension Plans in the following bill: HR2934 - To amend the Internal Revenue Code of 1986 to clarify the treatment of certain retirement plan contributions picked up by governmental employers Tax Reform as it relates to retirement plans Debt Ceiling in the following bill: S365 - Budget Control Act of 2011 Federal Payroll Tax as in the following bill: HR3765 - Temporary Payroll Tax Cut Continuation Act of 2011 Savings Enhancement for Education in College Act
Financial Services and General Government Appropriations Act, 2012
Financial Regulatory Reform Covered Bonds in the following bill: HR940 - United States Covered Bonds Act of 2011 Dodd-Frank Wall Street Reform and Consumer Protection Act in regards to: Volcker Rule Systemic Risk Designation Asset-Backed Market Stabilization Act [repeal Section 939(g) of Dodd-Frank] A bill to amend the Dodd-Frank Wall Street Reform and Consumer Protection Act to repeal certain disclosure requirements (The Burdensome Data Collection Relief Act) Notice of Proposed Rulemaking that would implement Section 619 of the Dodd-Frank Act HR2434 - Financial Services and General Government Appropriations bill, 2012 HR2055 - Military Construction of Savings and Loan Holding Companies Capital Requirements for SLHCs and Federal Reserve Board Oversight FY2013 House Financial Services Appropriations bill S2223 - Volcker Rule - A bill to address the implementation of certain prohibitions under the Bank Holding Company Act Federal Reserve Supervision of Savings and Loan Holding Companies GSE Reform in the following bill: HR1859 - Housing Finance Reform Act of 2011 Compliance Structure as in the following act: Stop Trading on Congressional Knowledge Act of 2012
To amend the Internal Revenue Code of 1986 to clarify the treatment of certain retirement plan contributions picked up by governmental employers.
529 Plans in the following bill: HR529 - Savings Enhancement for Education in College Act Tax Equity for Health Plan Beneficiaries Act in the following bills: HR2088, S1171 - Tax Parity for Health Plan Beneficiaries Act Hybrid Pension Plans in the following bill: HR2934 - To amend the Internal Revenue Code of 1986 to clarify the treatment of certain retirement plan contributions picked up by governmental employers Tax Reform as it relates to retirement plans Debt Ceiling in the following bill: S365 - Budget Control Act of 2011 Federal Payroll Tax as in the following bill: HR3765 - Temporary Payroll Tax Cut Continuation Act of 2011 Savings Enhancement for Education in College Act
529 Plans in the following bill: HR529 - Savings Enhancement for Education in College Act Tax Equity for Health Plan Beneficiaries Act in the following bills: HR2088, S1171 - Tax Parity for Health Plan Beneficiaries Act Hybrid Pension Plans in the following bill: HR2934 - To amend the Internal Revenue Code of 1986 to clarify the treatment of certain retirement plan contributions picked up by governmental employers Tax Reform as it relates to retirement plans Debt Ceiling in the following bill: S365 - Budget Control Act of 2011 Federal Payroll Tax as in the following bill: HR3765 - Temporary Payroll Tax Cut Continuation Act of 2011 Savings Enhancement for Education in College Act
529 Plans in the following bill: HR529 - Savings Enhancement for Education in College Act Tax Equity for Health Plan Beneficiaries Act in the following bills: HR2088, S1171 - Tax Parity for Health Plan Beneficiaries Act Hybrid Pension Plans in the following bill: HR2934 - To amend the Internal Revenue Code of 1986 to clarify the treatment of certain retirement plan contributions picked up by governmental employers Tax Reform as it relates to retirement plans Debt Ceiling in the following bill: S365 - Budget Control Act of 2011 Federal Payroll Tax as in the following bill: HR3765 - Temporary Payroll Tax Cut Continuation Act of 2011 Savings Enhancement for Education in College Act
Retirement Security in the following bills: HR567, S347 - Public Employee Pension Transparency Act HR677, S267 - Lifetime Income Disclosure Act Auto-IRAs DOL Fiduciary Proposal (DOL Fiduciary Definition Regulation) Amendment to Change Distributions of Retirement Plans and IRAs for Beneficiaries Lifetime Income Illustrations Tax Benefits of Defined Contribution Plans
Retirement Security in the following bills: HR567, S347 - Public Employee Pension Transparency Act HR677, S267 - Lifetime Income Disclosure Act Auto-IRAs DOL Fiduciary Proposal (DOL Fiduciary Definition Regulation) Amendment to Change Distributions of Retirement Plans and IRAs for Beneficiaries Lifetime Income Illustrations Tax Benefits of Defined Contribution Plans
Financial Regulatory Reform Covered Bonds in the following bill: HR940 - United States Covered Bonds Act of 2011 Dodd-Frank Wall Street Reform and Consumer Protection Act in regards to: Volcker Rule Systemic Risk Designation Asset-Backed Market Stabilization Act [repeal Section 939(g) of Dodd-Frank] A bill to amend the Dodd-Frank Wall Street Reform and Consumer Protection Act to repeal certain disclosure requirements (The Burdensome Data Collection Relief Act) Notice of Proposed Rulemaking that would implement Section 619 of the Dodd-Frank Act HR2434 - Financial Services and General Government Appropriations bill, 2012 HR2055 - Military Construction of Savings and Loan Holding Companies Capital Requirements for SLHCs and Federal Reserve Board Oversight FY2013 House Financial Services Appropriations bill S2223 - Volcker Rule - A bill to address the implementation of certain prohibitions under the Bank Holding Company Act Federal Reserve Supervision of Savings and Loan Holding Companies GSE Reform in the following bill: HR1859 - Housing Finance Reform Act of 2011 Compliance Structure as in the following act: Stop Trading on Congressional Knowledge Act of 2012
Financial Regulatory Reform Covered Bonds in the following bill: HR940 - United States Covered Bonds Act of 2011 Dodd-Frank Wall Reform and Consumer Protection Act in regards to: Volcker Rule Systemic Risk Designation Asset-Backed Market Stabilization Act [repeal Section 939(g) of Dodd-Frank] A bill to amend the Dodd-Frank Wall Street Reform and Consumer Protection Act to repeal certain disclosure requirements (The Burdensome Data Collection Relief Act) Notice of Proposed Rulemaking that would implement Section 619 of the Dodd-Frank Act HR2434 - Financial Services and General Government Appropriations bill, 2012 HR2055 - Military Construction and Veterans Affairs and Related Agencies Appropriations Act of 2012 Federal Reserve Supervision of Savings and Loan Holding Companies GSE Reform in the following bill: HR1859 - Housing Finance Reform Act of 2011
Target Date Funds Financial Regulatory Reform Dodd-Frank Wall Street Reform and Consumer Protection Act in regards to: Volcker Rule Derivatives Systemic Risk Designation Asset-Backed Market Stabilization Act [repeal Section 939(g) of Dodd-Frank] To amend the definitions "Major Swap Participant" and "Major Security-Based Swap Participant" in the Commodity Exchange Act and the Securities Exchange Act (The Business Risk Mitigation and Price Stabilization Act) A bill to amend the Dodd-Frank Wall Street Reform and Consumer Protection Act to repeal certain disclosure requirements (The Burdensome Data Collection Relief Act) Small Business Capital Access and Job Preservation Act Small Company Capital Formation Act of 2011 Risk Retention Covered Bonds in the following bill: HR940 - United States Covered Bonds Act of 2011 Federal Reserve Supervision of Savings and Loan Holding Companies FY 2012 Financial Services and General Government Appropriations Bill GSE Reform in the following bill: HR1859 - Housing Finance Reform Act of 2011 Debt Ceiling
Financial Regulatory Reform Covered Bonds in the following bill: HR940 - United States Covered Bonds Act of 2011 Dodd-Frank Wall Street Reform and Consumer Protection Act in regards to: Volcker Rule Derivatives Systemic Risk Designation Asset-Backed Market Stabilization Act [repeal Section 939(g) of Dodd-Frank] To amend the definitions "Major Swap Participant" and "Major Security-Based Swap participant" in the Commodity Exchange Act and the Securities Exchange Act (The Business Risk Mitigation and Price Stabilization Act) A bill to amend the Dodd-Frank Wall Street Reform and Consumer Protection Act to repeal certain disclosure requirements (The Burdensome Data Collection Relief Act) Small Business Capital Access and Job Preservation Act Small Company Capital Formation Act of 2011 Risk Retention Federal Reserve Supervision of Savings and Loan Holding Companies FY 2012 Financial Services and General Government Appropriations bill GSE Reform in the following bill: HR1859 - Housing Finance Reform Act of 2011
529 Plans in the following bill: HR529 - Savings Enhancement for Education in College Act Tax Equity for Health Plan Beneficiaries Act in the following bills: HR2088, S1171 - Tax Parity for Health Plan Beneficiaries Act Hybrid Pension Plans in the following bill: HR2934 - To amend the Internal Revenue Code of 1986 to clarify the treatment of certain retirement plan contributions picked up by governmental employers Tax Reform as it relates to retirement plans Debt Ceiling in the following bills: HR2434 - Financial Services and General Government Appropriations Act, 2012 S365 - Budget Control Act of 2011
Saver's Credit Expansion Charitable IRA Rollovers and Roth 457(b) 529 Plans in the following bill: HR529 - Savings Enhancement for Education in College Act Tax Equity for Health Plan Beneficiaries Act in the following bills: HR2088, S1171 - Tax Parity for Health Plan Beneficiaries Act
529 Plans in the following bill: HR529 - Savings Enhancement for Education in College Act Tax Equity for Health Plan Beneficiaries Act in the following bills: HR2088, S1171 - Tax Parity for Health Plan Beneficiaries Act Hybrid Pension Plans in the following bill: HR2934 - To amend the Internal Revenue Code of 1986 to clarify the treatment of certain retirement plan contributions picked up by governmental employers Tax Reform as it relates to retirement plans Debt Ceiling in the following bills: S365 - Budget Control Act of 2011 Federal Payroll Tax as in the following bill: HR3765 - Temporary Payroll Tax Cut Continuation Act of 2011
Financial Services and General Government Appropriations Act, 2012
529 Plans in the following bill: HR529 - Savings Enhancement for Education in College Act Tax Equity for Health Plan Beneficiaries Act in the following bills: HR2088, S1171 - Tax Parity for Health Plan Beneficiaries Act Hybrid Pension Plans in the following bill: HR2934 - To amend the Internal Revenue Code of 1986 to clarify the treatment of certain retirement plan contributions picked up by governmental employers Tax Reform as it relates to retirement plans Debt Ceiling in the following bills: HR2434 - Financial Services and General Government Appropriations Act, 2012 S365 - Budget Control Act of 2011
Financial Services and General Government Appropriations Act, 2012
Financial Regulatory Reform Covered Bonds in the following bill: HR940 - United States Covered Bonds Act of 2011 Dodd-Frank Wall Reform and Consumer Protection Act in regards to: Volcker Rule Systemic Risk Designation Asset-Backed Market Stabilization Act [repeal Section 939(g) of Dodd-Frank] A bill to amend the Dodd-Frank Wall Street Reform and Consumer Protection Act to repeal certain disclosure requirements (The Burdensome Data Collection Relief Act) Notice of Proposed Rulemaking that would implement Section 619 of the Dodd-Frank Act HR2434 - Financial Services and General Government Appropriations bill, 2012 HR2055 - Military Construction and Veterans Affairs and Related Agencies Appropriations Act of 2012 Federal Reserve Supervision of Savings and Loan Holding Companies GSE Reform in the following bill: HR1859 - Housing Finance Reform Act of 2011
To amend the Internal Revenue Code of 1986 to clarify the treatment of certain retirement plan contributions picked up by governmental employers.
529 Plans in the following bill: HR529 - Savings Enhancement for Education in College Act Tax Equity for Health Plan Beneficiaries Act in the following bills: HR2088, S1171 - Tax Parity for Health Plan Beneficiaries Act Hybrid Pension Plans in the following bill: HR2934 - To amend the Internal Revenue Code of 1986 to clarify the treatment of certain retirement plan contributions picked up by governmental employers Tax Reform as it relates to retirement plans Debt Ceiling in the following bills: S365 - Budget Control Act of 2011 Federal Payroll Tax as in the following bill: HR3765 - Temporary Payroll Tax Cut Continuation Act of 2011
To amend the Internal Revenue Code of 1986 to clarify the treatment of certain retirement plan contributions picked up by governmental employers.
529 Plans in the following bill: HR529 - Savings Enhancement for Education in College Act Tax Equity for Health Plan Beneficiaries Act in the following bills: HR2088, S1171 - Tax Parity for Health Plan Beneficiaries Act Hybrid Pension Plans in the following bill: HR2934 - To amend the Internal Revenue Code of 1986 to clarify the treatment of certain retirement plan contributions picked up by governmental employers Tax Reform as it relates to retirement plans Debt Ceiling in the following bills: HR2434 - Financial Services and General Government Appropriations Act, 2012 S365 - Budget Control Act of 2011
529 Plans in the following bill: HR529 - Savings Enhancement for Education in College Act Tax Equity for Health Plan Beneficiaries Act in the following bills: HR2088, S1171 - Tax Parity for Health Plan Beneficiaries Act Hybrid Pension Plans in the following bill: HR2934 - To amend the Internal Revenue Code of 1986 to clarify the treatment of certain retirement plan contributions picked up by governmental employers Tax Reform as it relates to retirement plans Debt Ceiling in the following bills: S365 - Budget Control Act of 2011 Federal Payroll Tax as in the following bill: HR3765 - Temporary Payroll Tax Cut Continuation Act of 2011
Prevent Iran from Acquiring Nuclear Weapons and Stop War Through Diplomacy Act
Implementation of HR4173 - Dodd-Frank Wall Street Reform and Consumer Protection Act
529 Plans in the following bill: HR529 - Savings Enhancement for Education in College Act Tax Equity for Health Plan Beneficiaries Act in the following bills: HR2088, S1171 - Tax Parity for Health Plan Beneficiaries Act Hybrid Pension Plans in the following bill: HR2934 - To amend the Internal Revenue Code of 1986 to clarify the treatment of certain retirement plan contributions picked up by governmental employers Tax Reform as it relates to retirement plans Debt Ceiling in the following bills: HR2434 - Financial Services and General Government Appropriations Act, 2012 S365 - Budget Control Act of 2011
Saver's Credit Expansion Charitable IRA Rollovers and Roth 457(b) 529 Plans in the following bill: HR529 - Savings Enhancement for Education in College Act Tax Equity for Health Plan Beneficiaries Act in the following bills: HR2088, S1171 - Tax Parity for Health Plan Beneficiaries Act
Saver's Credit Expansion Estate Tax Charitable IRA Rollovers and Roth 457(b) Tax Equity for Health Plan Beneficiaries Act 529 Plans in the following bill: HR529 - Savings Enhancement for Education in College Act
529 Plans in the following bill: HR529 - Savings Enhancement for Education in College Act Tax Equity for Health Plan Beneficiaries Act in the following bills: HR2088, S1171 - Tax Parity for Health Plan Beneficiaries Act Hybrid Pension Plans in the following bill: HR2934 - To amend the Internal Revenue Code of 1986 to clarify the treatment of certain retirement plan contributions picked up by governmental employers Tax Reform as it relates to retirement plans Debt Ceiling in the following bills: S365 - Budget Control Act of 2011 Federal Payroll Tax as in the following bill: HR3765 - Temporary Payroll Tax Cut Continuation Act of 2011
Retirement Security in the following bills: HR567, S347 - Public Employee Pension Transparency Act HR677, S267 - Lifetime Income Disclosure Act Auto-IRAs DOL Fiduciary Proposal (DOL Fiduciary Definition Regulation)
Retirement Security in the following bills: HR567, S347 - Public Employee Pension Transparency Act HR677, S267 - Lifetime Income Disclosure Act Auto-IRAs DOL Fiduciary Proposal (DOL Fiduciary Definition Regulation)
Retirement Security in the following bills: HR567, S347 - Public Employee Pension Transparency Act HR677, S267 - Lifetime Income Disclosure Act Auto-IRAs DOL Fiduciary Proposal (DOL Fiduciary Definition Regulation) Public Employee Pension Transparency Act
Retirement Security in the following bills: HR567, S347 - Public Employee Pension Transparency Act HR677, S267 - Lifetime Income Disclosure Act Auto-IRAs DOL Fiduciary Proposal (DOL Fiduciary Definition Regulation)
Retirement Security in the following bills: HR567, S347 - Public Employee Pension Transparency Act HR677, S267 - Lifetime Income Disclosure Act Auto-IRAs DOL Fiduciary Proposal (DOL Fiduciary Definition Regulation)
Retirement Security in the following bills: HR567, S347 - Public Employee Pension Transparency Act HR677, S267 - Lifetime Income Disclosure Act Auto-IRAs DOL Fiduciary Proposal (DOL Fiduciary Definition Regulation)
Retirement Security in the following bills: HR567, S347 - Public Employee Pension Transparency Act HR677, S267 - Lifetime Income Disclosure Act Auto-IRAs DOL Fiduciary Proposal (DOL Fiduciary Definition Regulation) Public Employee Pension Transparency Act
Retirement Security in the following bills: HR567, S347 - Public Employee Pension Transparency Act HR677, S267 - Lifetime Income Disclosure Act Auto-IRAs DOL Fiduciary Proposal (DOL Fiduciary Definition Regulation)
Financial Regulatory Reform Covered Bonds in the following bill: HR940 - United States Covered Bonds Act of 2011 Dodd-Frank Wall Street Reform and Consumer Protection Act in regards to: Volcker Rule Derivatives Systemic Risk Designation Asset-Backed Market Stabilization Act [repeal Section 939(g) of Dodd-Frank] To amend the definitions "Major Swap Participant" and "Major Security-Based Swap participant" in the Commodity Exchange Act and the Securities Exchange Act (The Business Risk Mitigation and Price Stabilization Act) A bill to amend the Dodd-Frank Wall Street Reform and Consumer Protection Act to repeal certain disclosure requirements (The Burdensome Data Collection Relief Act) Small Business Capital Access and Job Preservation Act Small Company Capital Formation Act of 2011 Risk Retention Federal Reserve Supervision of Savings and Loan Holding Companies FY 2012 Financial Services and General Government Appropriations bill GSE Reform in the following bill: HR1859 - Housing Finance Reform Act of 2011
Financial Regulatory Reform Covered Bonds in the following bill: HR940 - United States Covered Bonds Act of 2011 Dodd-Frank Wall Reform and Consumer Protection Act in regards to: Volcker Rule Systemic Risk Designation Asset-Backed Market Stabilization Act [repeal Section 939(g) of Dodd-Frank] A bill to amend the Dodd-Frank Wall Street Reform and Consumer Protection Act to repeal certain disclosure requirements (The Burdensome Data Collection Relief Act) Notice of Proposed Rulemaking that would implement Section 619 of the Dodd-Frank Act HR2434 - Financial Services and General Government Appropriations bill, 2012 HR2055 - Military Construction and Veterans Affairs and Related Agencies Appropriations Act of 2012 Federal Reserve Supervision of Savings and Loan Holding Companies GSE Reform in the following bill: HR1859 - Housing Finance Reform Act of 2011
Target Date Funds Financial Regulatory Reform Dodd-Frank Wall Street Reform and Consumer Protection Act in regards to: Volcker Rule Derivatives Systemic Risk Designation Asset-Backed Market Stabilization Act [repeal Section 939(g) of Dodd-Frank] To amend the definitions "Major Swap Participant" and "Major Security-Based Swap Participant" in the Commodity Exchange Act and the Securities Exchange Act (The Business Risk Mitigation and Price Stabilization Act) A bill to amend the Dodd-Frank Wall Street Reform and Consumer Protection Act to repeal certain disclosure requirements (The Burdensome Data Collection Relief Act) Small Business Capital Access and Job Preservation Act Small Company Capital Formation Act of 2011 Risk Retention Covered Bonds in the following bill: HR940 - United States Covered Bonds Act of 2011 Federal Reserve Supervision of Savings and Loan Holding Companies FY 2012 Financial Services and General Government Appropriations Bill GSE Reform in the following bill: HR1859 - Housing Finance Reform Act of 2011 Debt Ceiling
Target Date Funds Financial Regulatory Reform Dodd-Frank Wall Street Reform and Consumer Protection Act in regards to: Volcker Rule Derivatives Systemic Risk Designation Asset-Backed Market Stabilization Act [repeal Section 939(g) of Dodd-Frank] To amend the definitions "Major Swap Participant" and "Major Security-Based Swap Participant" in the Commodity Exchange Act and the Securities Exchange Act (The Business Risk Mitigation and Price Stabilization Act) A bill to amend the Dodd-Frank Wall Street Reform and Consumer Protection Act to repeal certain disclosure requirements (The Burdensome Data Collection Relief Act) Small Business Capital Access and Job Preservation Act Small Company Capital Formation Act of 2011 Covered Bonds in the following bill: HR940 - United States Covered Bonds Act of 2011 Federal Reserve Supervision of Savings and Loan Holding Companies
Optional Federal Charter in the following bills: HR 1880 - National Insurance Consumer Protection Act HR 2609 - Insurance Information Act Retained Asset Accounts in the following bill: HR 5993 - Securing America's Veterans Insurance Needs and Goals Act of 2010 (Savings Act of 2010)
HR 1880 - National Insurance Consumer Protection Act HR 2609 - Insurance Information Act Optional Federal Charter HR 3590 - Service Member's Home Ownership Tax Act HR 3962 - Affordable Health Care Improvement Act
Optional Federal Charter in the following bills: HR 1880 - National Insurance Consumer Protection Act HR 2609 - Insurance Information Act
Retirement Security in the following bills: S 2832 - Lifetime Income Disclosure Act Federal required reporting for pension plan sponsors Auto-Enroll Auto-Escalate Fee Transparency in the following bills: S 401 - Defined Contribution Fee Disclosure Act of 2009 HR 2779 - Defined Contribution Plan Fee Transparency Act of 2009 HR 2989 - 401(k) Fair Disclosure and Pension Security Act of 2009 Retiree Healthcare Investment Advice in the following bill: HR 1988 - Conflicted Investment Advice Prohibition Act of 2009 Pension Funding Relief in the following bill: HR 3962 - Affordable Health Care Improvement Act
Retirement Security in the following bill: S 2832 - Lifetime Income Disclosure Act Separate Account Prohibited Transaction Exemptions Federal required reporting for pension plan sponsors Auto-Enroll Auto-Escalate Fee Transparency in the following bills: S 401 - Defined Contribution Fee Disclosure Act of 2009 HR 2779 - Defined Contribution Plan Fee Transparency Act of 2009 HR 2989 - 401(k) Fair Disclosure and Pension Security Act of 2009 Retiree Healthcare Investment Advice in the following bill: HR 1988 - Conflicted Investment Advice Prohibition Act of 2009 Pension Funding Relief in the following bill: HR 3962 - Affordable Health Care Improvement Act
S 401 - Defined Contribution Fee Disclosure Act of 2009 Retirement Security Separate Account Prohibited Transaction Exemptions Federal required reporting for pension plan sponsors Auto-Enroll Auto-Escalate Fee Transparency Auto-IRA HR 1988 - Conflicted Investment Advice Prohibition Act of 2009 HR 2779 - Defined Contribution Plan Fee Transparency Act of 2009 HR 2989 - 401(k) Fair Disclosure and Pension Security Act of 2009 S 401 - Defined Contribution Fee Disclosure Act of 2009 Retiree Healthcare S 2832 - Lifetime Income Disclosure Act Investment Advice
HR 1880 - National Insurance Consumer Protection Act HR 2609 - Insurance Information Act Optional Federal Charter HR 3590 - Service Member's Home Ownership Tax Act HR 3962 - Affordable Health Care Improvement Act
Optional Federal Charter in the following bills: HR 1880 - National Insurance Consumer Protection Act HR 2609 - Insurance Information Act
Mortgage Lending Reform in the following bill: HR 2454 - American Clean Energy and Security Act Target Date Funds Financial Regulatory Reform in the following bills and proposals: HR 977 - Derivatives Markets Transparency and Accountability Act of 2009 S 1074 - Shareholder Bill of Rights Act of 2009 Administration proposal - "Financial Regulatory Reform: A New Foundation" HR 3126 - Consumer Financial Protection Act of 2009 HR 2609 - Office of Insurance Information Treasury proposal - Office of National Insurance (Title V) Treasury proposal - Improvements to Regulation of Over-the-Counter Derivatives Markets (Title VII) S 1691 - Comprehensive Derivatives Regulation Act of 2009 HR 2861 - Shareholder Empowerment Act HR 4173 - Wall Street Reform and Consumer Protection Act HR 1728 - Mortgage Reform and Anti-Predatory Lending Act Restoring American Financial Stability Act HR 3817 - Investor Protection Act Proxy Access Proposed SEC Rule S 3217 - Restoring American Financial Stability Act of 2010 "Volcker Rule" Conference Report H.Rept.111-517
Optional Federal Charter in the following bills: HR 1880 - National Insurance Consumer Protection Act HR 2609 - Insurance Information Act Retained Asset Accounts in the following bill: HR 5993 - Securing America's Veterans Insurance Needs and Goals Act of 2010 (Savings Act of 2010)
HR 977 - Derivatives Markets Transparency and Accountability Act of 2009 Mortgage Lending Reform Term Asset-Backed Securities Loan Facility (TALF) HR 2454 - American Clean Energy and Security Act S 61 - Helping Families Save Their Homes in Bankruptcy Act of 2009 Target Date Funds S 1074 - Shareholder Bill of Rights Act of 2009 Administration proposal - "Financial Regulatory Reform: A New Foundation" HR 3126 - Consumer Financial Protection Act of 2009 HR 2609 - Office of Insurance Information Treasury proposal - Office of National Insurance (Title V) Treasury proposal - Improvements to Regulation of Over-the-Counter Derivatives Markets (Title VII) S 1691 - Comprehensive Derivatives Regulation Act of 2009 HR 2861 - Shareholder Empowerment Act HR 4173 - Wall Street Reform and Consumer Protection Act HR 2896 - Equal Treatment of Covered Bonds Act of 2009 HR 1728 - Mortgage Reform and Anti-Predatory Lending Act Restoring American Financial Stability Act HR 3817 - Investor Protection Act Proxy Access Proposed SEC Rule
Target Date Funds Financial Regulatory Reform in the following bills and proposals: HR 977 - Derivatives Markets Transparency and Accountability Act of 2009 S 1074 - Shareholder Bill of Rights Act of 2009 Administration proposal - "Financial Regulatory Reform: A New Foundation" HR 3126 - Consumer Financial Protection Act of 2009 HR 2609 - Office of Insurance Information Treasury proposal - Office of National Insurance (Title V) Treasury proposal - Improvements of Regulation of Over-the-Counter Derivatives Markets (Title VII) S 1691 - Comprehensive Derivatives Regulation Act of 2009 HR 2861 - Shareholder Empowerment Act HR 4173 - Wall Street Reform and Consumer Protection Act HR 1728 - Mortgage Reform and Anti-Predatory Lending Act Restoring American Financial Stability Act HR 3817 - Investor Protection Act Proxy Access Proposed SEC Rule S 3217 - Restoring American Financial Stability Act of 2010 "Volcker Rule" Conference Report H. Rept. 111-517 Dodd-Frank Wall Street Reform and Consumer Protection Act Covered Bonds in the following bill: HR 5823 - United States Covered Bonds Act
Auto-IRA proposals Saver's Credit Expansion Dividend Tax Corporate Owned Life Insurance HR 2625/S 1153 - Tax Equity for Health Plan Beneficiaries Act HR 3200 - America's Affordable Health Choices Act HR 4154 - Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act of 2009 HR 4213 - Tax Extenders Act of 2009 HR 4191 - Let Wall Street Pay for Wall Street's Bailout Act of 2009 Estate Tax Financial Transaction Tax HR 4126 - Retirement Fairness Act Annuity Tax Financial Crisis Responsibility Fee
Auto-IRA proposals Saver's Credit Expansion Dividend Tax Corporate Owned Life Insurance Benefits Tax Equity for Non-traditional Dependents in the following bills: HR 2625/S 1153 - Tax Equity for Health Plan Beneficiaries Act HR 3200 - America's Affordable Health Choices Act Estate Tax in the following bill: HR 4154 - Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act of 2009 Charitable IRA Rollovers and Roth 457(b) in the following bills: HR 4213 - Tax Extenders Act of 2009 S 2973- Small Business Job Creation Tax Act of 2010 S 3024 - Job Impact Analysis Act of 2010 S 3103 - Small Business Job Creation Act of 2010 S 3228 -Small Business Innovation to Job Creation Act of 2010 Financial Transaction Tax Annuity Tax in the following bill: HR 3200 - America's Affordable Health Choices Act Financial Crisis Responsibility Fee in the following bill: HR 4191 - Let Wall Street Pay for Wall Street's Bailout Act of 2009 Broaden the Medicare Hospital Insurance Tax Base for High-Income Taxpayers Retirement Plans Non-discrimination Compliance in the following bills: HR 4126 - Retirement Fairness Act
S 401 - Defined Contribution Fee Disclosure Act of 2009 Retirement Security Separate Account Prohibited Transaction Exemptions Federal required reporting for pension plan sponsors Auto-Enroll Auto-Escalate Fee Transparency Auto-IRA HR 1988 - Conflicted Investment Advice Prohibition Act of 2009 HR 2779 - Defined Contribution Plan Fee Transparency Act of 2009 HR 2989 - 401(k) Fair Disclosure and Pension Security Act of 2009 S 401 - Defined Contribution Fee Disclosure Act of 2009 Retiree Healthcare S 2832 - Lifetime Income Disclosure Act Investment Advice
Retirement Security in the following bills: S 2832 - Lifetime Income Disclosure Act Federal required reporting for pension plan sponsors Auto-Enroll Auto-Escalate Fee Transparency in the following bills: S 401 - Defined Contribution Fee Disclosure Act of 2009 HR 2779 - Defined Contribution Plan Fee Transparency Act of 2009 HR 2989 - 401(k) Fair Disclosure and Pension Security Act of 2009 Retiree Healthcare Investment Advice in the following bill: HR 1988 - Conflicted Investment Advice Prohibition Act of 2009 Pension Funding Relief in the following bill: HR 3962 - Affordable Health Care Improvement Act
Retirement Security in the following bill: S 2832 - Lifetime Income Disclosure Act Separate Account Prohibited Transaction Exemptions Federal required reporting for pension plan sponsors Auto-Enroll Auto-Escalate Fee Transparency in the following bills: S 401 - Defined Contribution Fee Disclosure Act of 2009 HR 2779 - Defined Contribution Plan Fee Transparency Act of 2009 HR 2989 - 401(k) Fair Disclosure and Pension Security Act of 2009 Retiree Healthcare Investment Advice in the following bill: HR 1988 - Conflicted Investment Advice Prohibition Act of 2009 Pension Funding Relief in the following bill: HR 3962 - Affordable Health Care Improvement Act
Target Date Funds Financial Regulatory Reform in the following bills and proposals: HR 977 - Derivatives Markets Transparency and Accountability Act of 2009 S 1074 - Shareholder Bill of Rights Act of 2009 Administration proposal - "Financial Regulatory Reform: A New Foundation" HR 3126 - Consumer Financial Protection Act of 2009 HR 2609 - Office of Insurance Information Treasury proposal - Office of National Insurance (Title V) Treasury proposal - Improvements of Regulation of Over-the-Counter Derivatives Markets (Title VII) S 1691 - Comprehensive Derivatives Regulation Act of 2009 HR 2861 - Shareholder Empowerment Act HR 4173 - Wall Street Reform and Consumer Protection Act HR 1728 - Mortgage Reform and Anti-Predatory Lending Act Restoring American Financial Stability Act HR 3817 - Investor Protection Act Proxy Access Proposed SEC Rule S 3217 - Restoring American Financial Stability Act of 2010 "Volcker Rule" Conference Report H. Rept. 111-517 Dodd-Frank Wall Street Reform and Consumer Protection Act Covered Bonds in the following bill: HR 5823 - United States Covered Bonds Act
Mortgage Lending Reform in the following bill: HR 2454 - American Clean Energy and Security Act Target Date Funds Financial Regulatory Reform in the following bills and proposals: HR 977 - Derivatives Markets Transparency and Accountability Act of 2009 S 1074 - Shareholder Bill of Rights Act of 2009 Administration proposal - "Financial Regulatory Reform: A New Foundation" HR 3126 - Consumer Financial Protection Act of 2009 HR 2609 - Office of Insurance Information Treasury proposal - Office of National Insurance (Title V) Treasury proposal - Improvements to Regulation of Over-the-Counter Derivatives Markets (Title VII) S 1691 - Comprehensive Derivatives Regulation Act of 2009 HR 2861 - Shareholder Empowerment Act HR 4173 - Wall Street Reform and Consumer Protection Act HR 1728 - Mortgage Reform and Anti-Predatory Lending Act Restoring American Financial Stability Act HR 3817 - Investor Protection Act Proxy Access Proposed SEC Rule S 3217 - Restoring American Financial Stability Act of 2010 "Volcker Rule" Conference Report H.Rept.111-517
HR 977 - Derivatives Markets Transparency and Accountability Act of 2009 Mortgage Lending Reform Term Asset-Backed Securities Loan Facility (TALF) HR 2454 - American Clean Energy and Security Act S 61 - Helping Families Save Their Homes in Bankruptcy Act of 2009 Target Date Funds S 1074 - Shareholder Bill of Rights Act of 2009 Administration proposal - "Financial Regulatory Reform: A New Foundation" HR 3126 - Consumer Financial Protection Act of 2009 HR 2609 - Office of Insurance Information Treasury proposal - Office of National Insurance (Title V) Treasury proposal - Improvements to Regulation of Over-the-Counter Derivatives Markets (Title VII) S 1691 - Comprehensive Derivatives Regulation Act of 2009 HR 2861 - Shareholder Empowerment Act HR 4173 - Wall Street Reform and Consumer Protection Act HR 2896 - Equal Treatment of Covered Bonds Act of 2009 HR 1728 - Mortgage Reform and Anti-Predatory Lending Act Restoring American Financial Stability Act HR 3817 - Investor Protection Act Proxy Access Proposed SEC Rule
HR 977 - Derivatives Markets Transparency and Accountability Act of 2009 Mortgage Lending Reform Term Asset-Backed Securities Loan Facility (TALF) HR 2454 - American Clean Energy and Security Act S 61 - Helping Families Save Their Homes in Bankruptcy Act of 2009 Target Date Funds S 1074 - Shareholder Bill of Rights Act of 2009 Administration proposal - "Financial Regulatory Reform: A New Foundation" HR 3126 - Consumer Financial Protection Act of 2009 HR 2609 - Office of Insurance Information Treasury proposal - Office of National Insurance (Title V) Treasury proposal - Improvements to Regulation of Over-the-Counter Derivatives Markets (Title VII) S 1691 - Comprehensive Derivatives Regulation Act of 2009 HR 2861 - Shareholder Empowerment Act HR 4173 - Wall Street Reform and Consumer Protection Act HR 2896 - Equal Treatment of Covered Bonds Act of 2009 HR 1728 - Mortgage Reform and Anti-Predatory Lending Act Restoring American Financial Stability Act HR 3817 - Investor Protection Act Proxy Access Proposed SEC Rule
S 401 - Defined Contribution Fee Disclosure Act of 2009 Retirement Security Separate Account Prohibited Transaction Exemptions Federal required reporting for pension plan sponsors Auto-Enroll Auto-Escalate Fee Transparency Auto-IRA HR 1988 - Conflicted Investment Advice Prohibition Act of 2009 HR 2779 - Defined Contribution Plan Fee Transparency Act of 2009 HR 2989 - 401(k) Fair Disclosure and Pension Security Act of 2009 S 401 - Defined Contribution Fee Disclosure Act of 2009 Retiree Healthcare S 2832 - Lifetime Income Disclosure Act Investment Advice
Retirement Security in the following bill: S 2832 - Lifetime Income Disclosure Act Separate Account Prohibited Transaction Exemptions Federal required reporting for pension plan sponsors Auto-Enroll Auto-Escalate Fee Transparency in the following bills: S 401 - Defined Contribution Fee Disclosure Act of 2009 HR 2779 - Defined Contribution Plan Fee Transparency Act of 2009 HR 2989 - 401(k) Fair Disclosure and Pension Security Act of 2009 Retiree Healthcare Investment Advice in the following bill: HR 1988 - Conflicted Investment Advice Prohibition Act of 2009 Pension Funding Relief in the following bill: HR 3962 - Affordable Health Care Improvement Act
Retirement Security in the following bills: S 2832 - Lifetime Income Disclosure Act Federal required reporting for pension plan sponsors Auto-Enroll Auto-Escalate Fee Transparency in the following bills: S 401 - Defined Contribution Fee Disclosure Act of 2009 HR 2779 - Defined Contribution Plan Fee Transparency Act of 2009 HR 2989 - 401(k) Fair Disclosure and Pension Security Act of 2009 Retiree Healthcare Investment Advice in the following bill: HR 1988 - Conflicted Investment Advice Prohibition Act of 2009 Pension Funding Relief in the following bill: HR 3962 - Affordable Health Care Improvement Act
Equality in Employment Practices in the following bill: HR 3017 - Employment Non-discrimination Act of 2009
Equality in Employment Practices in the following bill: HR 3017 - Employment Non-discrimination Act of 2009
Mortgage Lending Reform in the following bill: HR 2454 - American Clean Energy and Security Act Target Date Funds Financial Regulatory Reform in the following bills and proposals: HR 977 - Derivatives Markets Transparency and Accountability Act of 2009 S 1074 - Shareholder Bill of Rights Act of 2009 Administration proposal - "Financial Regulatory Reform: A New Foundation" HR 3126 - Consumer Financial Protection Act of 2009 HR 2609 - Office of Insurance Information Treasury proposal - Office of National Insurance (Title V) Treasury proposal - Improvements to Regulation of Over-the-Counter Derivatives Markets (Title VII) S 1691 - Comprehensive Derivatives Regulation Act of 2009 HR 2861 - Shareholder Empowerment Act HR 4173 - Wall Street Reform and Consumer Protection Act HR 1728 - Mortgage Reform and Anti-Predatory Lending Act Restoring American Financial Stability Act HR 3817 - Investor Protection Act Proxy Access Proposed SEC Rule S 3217 - Restoring American Financial Stability Act of 2010 "Volcker Rule" Conference Report H.Rept.111-517
HR 977 - Derivatives Markets Transparency and Accountability Act of 2009 Mortgage Lending Reform Term Asset-Backed Securities Loan Facility (TALF) HR 2454 - American Clean Energy and Security Act S 61 - Helping Families Save Their Homes in Bankruptcy Act of 2009 Target Date Funds S 1074 - Shareholder Bill of Rights Act of 2009 Administration proposal - "Financial Regulatory Reform: A New Foundation" HR 3126 - Consumer Financial Protection Act of 2009 HR 2609 - Office of Insurance Information Treasury proposal - Office of National Insurance (Title V) Treasury proposal - Improvements to Regulation of Over-the-Counter Derivatives Markets (Title VII) S 1691 - Comprehensive Derivatives Regulation Act of 2009 HR 2861 - Shareholder Empowerment Act HR 4173 - Wall Street Reform and Consumer Protection Act HR 2896 - Equal Treatment of Covered Bonds Act of 2009 HR 1728 - Mortgage Reform and Anti-Predatory Lending Act Restoring American Financial Stability Act HR 3817 - Investor Protection Act Proxy Access Proposed SEC Rule
Target Date Funds Financial Regulatory Reform in the following bills and proposals: HR 977 - Derivatives Markets Transparency and Accountability Act of 2009 S 1074 - Shareholder Bill of Rights Act of 2009 Administration proposal - "Financial Regulatory Reform: A New Foundation" HR 3126 - Consumer Financial Protection Act of 2009 HR 2609 - Office of Insurance Information Treasury proposal - Office of National Insurance (Title V) Treasury proposal - Improvements of Regulation of Over-the-Counter Derivatives Markets (Title VII) S 1691 - Comprehensive Derivatives Regulation Act of 2009 HR 2861 - Shareholder Empowerment Act HR 4173 - Wall Street Reform and Consumer Protection Act HR 1728 - Mortgage Reform and Anti-Predatory Lending Act Restoring American Financial Stability Act HR 3817 - Investor Protection Act Proxy Access Proposed SEC Rule S 3217 - Restoring American Financial Stability Act of 2010 "Volcker Rule" Conference Report H. Rept. 111-517 Dodd-Frank Wall Street Reform and Consumer Protection Act Covered Bonds in the following bill: HR 5823 - United States Covered Bonds Act
Auto-IRA proposals Saver's Credit Expansion Dividend Tax Corporate Owned Life Insurance HR 2625/S 1153 - Tax Equity for Health Plan Beneficiaries Act HR 3200 - America's Affordable Health Choices Act HR 4154 - Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act of 2009 HR 4213 - Tax Extenders Act of 2009 HR 4191 - Let Wall Street Pay for Wall Street's Bailout Act of 2009 Estate Tax Financial Transaction Tax HR 4126 - Retirement Fairness Act Annuity Tax Financial Crisis Responsibility Fee
Auto-IRA proposals Saver's Credit Expansion Estate Tax in the following bill: HR 4154 - Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act of 2009 Charitable IRA Rollovers and Roth 457(b) in the following bills: HR 4213 - Tax Extenders Act of 2009 S 2973 - Small Business Job Creation Tax Act of 2010 S 3024 - Job Impact Analysis Act of 2010 S 3103 - Small Business Job Creation Act of 2010 S 3228 - Small Business Innovation to Job Creation Act of 2010 HR 5297 - Small Business Jobs and Credit Act of 2010 Financial Transaction Tax Annuity Tax in the following bill: HR 3200 - America's Affordable Health Choices Act Financial Crisis Responsibility Fee in the following bill: HR 4191 - Let Wall Street Pay for Wall Street's Bailout Act of 2009 Broaden the Medicare Hospital Insurance Tax Base for High-Income Taxpayers Retirement Plans Non-discrimination Compliance in the following bill: HR 4126 - Retirement Fairness Act Extension of 2001 and 2003 tax cuts Tax Treatment of Regulated Investment Companies (RIC) in the following bill: HR 4337 - Regulated Investment Company (RIC) Modernization Act
Auto-IRA proposals Saver's Credit Expansion Dividend Tax Corporate Owned Life Insurance Benefits Tax Equity for Non-traditional Dependents in the following bills: HR 2625/S 1153 - Tax Equity for Health Plan Beneficiaries Act HR 3200 - America's Affordable Health Choices Act Estate Tax in the following bill: HR 4154 - Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act of 2009 Charitable IRA Rollovers and Roth 457(b) in the following bills: HR 4213 - Tax Extenders Act of 2009 S 2973- Small Business Job Creation Tax Act of 2010 S 3024 - Job Impact Analysis Act of 2010 S 3103 - Small Business Job Creation Act of 2010 S 3228 -Small Business Innovation to Job Creation Act of 2010 Financial Transaction Tax Annuity Tax in the following bill: HR 3200 - America's Affordable Health Choices Act Financial Crisis Responsibility Fee in the following bill: HR 4191 - Let Wall Street Pay for Wall Street's Bailout Act of 2009 Broaden the Medicare Hospital Insurance Tax Base for High-Income Taxpayers Retirement Plans Non-discrimination Compliance in the following bills: HR 4126 - Retirement Fairness Act
Mortgage Lending Reform in the following bill: HR 2454 - American Clean Energy and Security Act Target Date Funds Financial Regulatory Reform in the following bills and proposals: HR 977 - Derivatives Markets Transparency and Accountability Act of 2009 S 1074 - Shareholder Bill of Rights Act of 2009 Administration proposal - "Financial Regulatory Reform: A New Foundation" HR 3126 - Consumer Financial Protection Act of 2009 HR 2609 - Office of Insurance Information Treasury proposal - Office of National Insurance (Title V) Treasury proposal - Improvements to Regulation of Over-the-Counter Derivatives Markets (Title VII) S 1691 - Comprehensive Derivatives Regulation Act of 2009 HR 2861 - Shareholder Empowerment Act HR 4173 - Wall Street Reform and Consumer Protection Act HR 1728 - Mortgage Reform and Anti-Predatory Lending Act Restoring American Financial Stability Act HR 3817 - Investor Protection Act Proxy Access Proposed SEC Rule S 3217 - Restoring American Financial Stability Act of 2010 "Volcker Rule" Conference Report H.Rept.111-517
HR 977 - Derivatives Markets Transparency and Accountability Act of 2009 Mortgage Lending Reform Term Asset-Backed Securities Loan Facility (TALF) HR 2454 - American Clean Energy and Security Act S 61 - Helping Families Save Their Homes in Bankruptcy Act of 2009 Target Date Funds S 1074 - Shareholder Bill of Rights Act of 2009 Administration proposal - "Financial Regulatory Reform: A New Foundation" HR 3126 - Consumer Financial Protection Act of 2009 HR 2609 - Office of Insurance Information Treasury proposal - Office of National Insurance (Title V) Treasury proposal - Improvements to Regulation of Over-the-Counter Derivatives Markets (Title VII) S 1691 - Comprehensive Derivatives Regulation Act of 2009 HR 2861 - Shareholder Empowerment Act HR 4173 - Wall Street Reform and Consumer Protection Act HR 2896 - Equal Treatment of Covered Bonds Act of 2009 HR 1728 - Mortgage Reform and Anti-Predatory Lending Act Restoring American Financial Stability Act HR 3817 - Investor Protection Act Proxy Access Proposed SEC Rule
Target Date Funds Financial Regulatory Reform in the following bills and proposals: HR 977 - Derivatives Markets Transparency and Accountability Act of 2009 S 1074 - Shareholder Bill of Rights Act of 2009 Administration proposal - "Financial Regulatory Reform: A New Foundation" HR 3126 - Consumer Financial Protection Act of 2009 HR 2609 - Office of Insurance Information Treasury proposal - Office of National Insurance (Title V) Treasury proposal - Improvements of Regulation of Over-the-Counter Derivatives Markets (Title VII) S 1691 - Comprehensive Derivatives Regulation Act of 2009 HR 2861 - Shareholder Empowerment Act HR 4173 - Wall Street Reform and Consumer Protection Act HR 1728 - Mortgage Reform and Anti-Predatory Lending Act Restoring American Financial Stability Act HR 3817 - Investor Protection Act Proxy Access Proposed SEC Rule S 3217 - Restoring American Financial Stability Act of 2010 "Volcker Rule" Conference Report H. Rept. 111-517 Dodd-Frank Wall Street Reform and Consumer Protection Act Covered Bonds in the following bill: HR 5823 - United States Covered Bonds Act
Auto-IRA proposals Saver's Credit Expansion Estate Tax in the following bill: HR 4154 - Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act of 2009 Charitable IRA Rollovers and Roth 457(b) in the following bills: HR 4213 - Tax Extenders Act of 2009 S 2973 - Small Business Job Creation Tax Act of 2010 S 3024 - Job Impact Analysis Act of 2010 S 3103 - Small Business Job Creation Act of 2010 S 3228 - Small Business Innovation to Job Creation Act of 2010 HR 5297 - Small Business Jobs and Credit Act of 2010 Financial Transaction Tax Annuity Tax in the following bill: HR 3200 - America's Affordable Health Choices Act Financial Crisis Responsibility Fee in the following bill: HR 4191 - Let Wall Street Pay for Wall Street's Bailout Act of 2009 Broaden the Medicare Hospital Insurance Tax Base for High-Income Taxpayers Retirement Plans Non-discrimination Compliance in the following bill: HR 4126 - Retirement Fairness Act Extension of 2001 and 2003 tax cuts Tax Treatment of Regulated Investment Companies (RIC) in the following bill: HR 4337 - Regulated Investment Company (RIC) Modernization Act
Auto-IRA proposals Saver's Credit Expansion Dividend Tax Corporate Owned Life Insurance HR 2625/S 1153 - Tax Equity for Health Plan Beneficiaries Act HR 3200 - America's Affordable Health Choices Act HR 4154 - Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act of 2009 HR 4213 - Tax Extenders Act of 2009 HR 4191 - Let Wall Street Pay for Wall Street's Bailout Act of 2009 Estate Tax Financial Transaction Tax HR 4126 - Retirement Fairness Act Annuity Tax Financial Crisis Responsibility Fee
Auto-IRA proposals Saver's Credit Expansion Dividend Tax Corporate Owned Life Insurance Benefits Tax Equity for Non-traditional Dependents in the following bills: HR 2625/S 1153 - Tax Equity for Health Plan Beneficiaries Act HR 3200 - America's Affordable Health Choices Act Estate Tax in the following bill: HR 4154 - Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act of 2009 Charitable IRA Rollovers and Roth 457(b) in the following bills: HR 4213 - Tax Extenders Act of 2009 S 2973- Small Business Job Creation Tax Act of 2010 S 3024 - Job Impact Analysis Act of 2010 S 3103 - Small Business Job Creation Act of 2010 S 3228 -Small Business Innovation to Job Creation Act of 2010 Financial Transaction Tax Annuity Tax in the following bill: HR 3200 - America's Affordable Health Choices Act Financial Crisis Responsibility Fee in the following bill: HR 4191 - Let Wall Street Pay for Wall Street's Bailout Act of 2009 Broaden the Medicare Hospital Insurance Tax Base for High-Income Taxpayers Retirement Plans Non-discrimination Compliance in the following bills: HR 4126 - Retirement Fairness Act
To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration, and for other purposes.
Auto-IRA proposals Saver's Credit Expansion Dividend Tax Corporate Owned Life Insurance HR 2625/S 1153 - Tax Equity for Health Plan Beneficiaries Act HR 3200 - America's Affordable Health Choices Act HR 4154 - Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act of 2009 HR 4213 - Tax Extenders Act of 2009 HR 4191 - Let Wall Street Pay for Wall Street's Bailout Act of 2009 Estate Tax Financial Transaction Tax HR 4126 - Retirement Fairness Act Annuity Tax Financial Crisis Responsibility Fee
To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration, and for other purposes.
Auto-IRA proposals Saver's Credit Expansion Estate Tax in the following bill: HR 4154 - Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act of 2009 Charitable IRA Rollovers and Roth 457(b) in the following bills: HR 4213 - Tax Extenders Act of 2009 S 2973 - Small Business Job Creation Tax Act of 2010 S 3024 - Job Impact Analysis Act of 2010 S 3103 - Small Business Job Creation Act of 2010 S 3228 - Small Business Innovation to Job Creation Act of 2010 HR 5297 - Small Business Jobs and Credit Act of 2010 Financial Transaction Tax Annuity Tax in the following bill: HR 3200 - America's Affordable Health Choices Act Financial Crisis Responsibility Fee in the following bill: HR 4191 - Let Wall Street Pay for Wall Street's Bailout Act of 2009 Broaden the Medicare Hospital Insurance Tax Base for High-Income Taxpayers Retirement Plans Non-discrimination Compliance in the following bill: HR 4126 - Retirement Fairness Act Extension of 2001 and 2003 tax cuts Tax Treatment of Regulated Investment Companies (RIC) in the following bill: HR 4337 - Regulated Investment Company (RIC) Modernization Act
To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration, and for other purposes.
Saver's Credit Expansion Estate Tax in the following bill: HR 4154 - Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act of 2009 Charitable IRA Rollovers and Roth 457(b) in the following bills: HR 4213 - Tax Extenders Act of 2009 S 2973 - Small Business Job Creation Tax Act of 2010 S 3024 - Job Impact Analysis Act of 2010 S 3103 - Small Business Job Creation Act of 2010 S 3228 - Small Business Innovation to Job Creation Act of 2010 HR 5297 - Small Business Jobs and Credit Act of 2010 Extension of 2001 and 2003 tax cuts in the following bill: HR 4853 - The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 Tax Treatment of Regulated Investment Companies (RIC) in the following bill: HR 4337 - Regulated Investment Company (RIC) Modernization Act
To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration, and for other purposes.
Auto-IRA proposals Saver's Credit Expansion Dividend Tax Corporate Owned Life Insurance Benefits Tax Equity for Non-traditional Dependents in the following bills: HR 2625/S 1153 - Tax Equity for Health Plan Beneficiaries Act HR 3200 - America's Affordable Health Choices Act Estate Tax in the following bill: HR 4154 - Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act of 2009 Charitable IRA Rollovers and Roth 457(b) in the following bills: HR 4213 - Tax Extenders Act of 2009 S 2973- Small Business Job Creation Tax Act of 2010 S 3024 - Job Impact Analysis Act of 2010 S 3103 - Small Business Job Creation Act of 2010 S 3228 -Small Business Innovation to Job Creation Act of 2010 Financial Transaction Tax Annuity Tax in the following bill: HR 3200 - America's Affordable Health Choices Act Financial Crisis Responsibility Fee in the following bill: HR 4191 - Let Wall Street Pay for Wall Street's Bailout Act of 2009 Broaden the Medicare Hospital Insurance Tax Base for High-Income Taxpayers Retirement Plans Non-discrimination Compliance in the following bills: HR 4126 - Retirement Fairness Act
Let Wall Street Pay for the Restoration of Main Street Act of 2009
Auto-IRA proposals Saver's Credit Expansion Dividend Tax Corporate Owned Life Insurance HR 2625/S 1153 - Tax Equity for Health Plan Beneficiaries Act HR 3200 - America's Affordable Health Choices Act HR 4154 - Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act of 2009 HR 4213 - Tax Extenders Act of 2009 HR 4191 - Let Wall Street Pay for Wall Street's Bailout Act of 2009 Estate Tax Financial Transaction Tax HR 4126 - Retirement Fairness Act Annuity Tax Financial Crisis Responsibility Fee
Let Wall Street Pay for the Restoration of Main Street Act of 2009
Auto-IRA proposals Saver's Credit Expansion Dividend Tax Corporate Owned Life Insurance Benefits Tax Equity for Non-traditional Dependents in the following bills: HR 2625/S 1153 - Tax Equity for Health Plan Beneficiaries Act HR 3200 - America's Affordable Health Choices Act Estate Tax in the following bill: HR 4154 - Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act of 2009 Charitable IRA Rollovers and Roth 457(b) in the following bills: HR 4213 - Tax Extenders Act of 2009 S 2973- Small Business Job Creation Tax Act of 2010 S 3024 - Job Impact Analysis Act of 2010 S 3103 - Small Business Job Creation Act of 2010 S 3228 -Small Business Innovation to Job Creation Act of 2010 Financial Transaction Tax Annuity Tax in the following bill: HR 3200 - America's Affordable Health Choices Act Financial Crisis Responsibility Fee in the following bill: HR 4191 - Let Wall Street Pay for Wall Street's Bailout Act of 2009 Broaden the Medicare Hospital Insurance Tax Base for High-Income Taxpayers Retirement Plans Non-discrimination Compliance in the following bills: HR 4126 - Retirement Fairness Act
Let Wall Street Pay for the Restoration of Main Street Act of 2009
Auto-IRA proposals Saver's Credit Expansion Estate Tax in the following bill: HR 4154 - Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act of 2009 Charitable IRA Rollovers and Roth 457(b) in the following bills: HR 4213 - Tax Extenders Act of 2009 S 2973 - Small Business Job Creation Tax Act of 2010 S 3024 - Job Impact Analysis Act of 2010 S 3103 - Small Business Job Creation Act of 2010 S 3228 - Small Business Innovation to Job Creation Act of 2010 HR 5297 - Small Business Jobs and Credit Act of 2010 Financial Transaction Tax Annuity Tax in the following bill: HR 3200 - America's Affordable Health Choices Act Financial Crisis Responsibility Fee in the following bill: HR 4191 - Let Wall Street Pay for Wall Street's Bailout Act of 2009 Broaden the Medicare Hospital Insurance Tax Base for High-Income Taxpayers Retirement Plans Non-discrimination Compliance in the following bill: HR 4126 - Retirement Fairness Act Extension of 2001 and 2003 tax cuts Tax Treatment of Regulated Investment Companies (RIC) in the following bill: HR 4337 - Regulated Investment Company (RIC) Modernization Act
Saver's Credit Expansion Estate Tax in the following bill: HR 4154 - Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act of 2009 Charitable IRA Rollovers and Roth 457(b) in the following bills: HR 4213 - Tax Extenders Act of 2009 S 2973 - Small Business Job Creation Tax Act of 2010 S 3024 - Job Impact Analysis Act of 2010 S 3103 - Small Business Job Creation Act of 2010 S 3228 - Small Business Innovation to Job Creation Act of 2010 HR 5297 - Small Business Jobs and Credit Act of 2010 Extension of 2001 and 2003 tax cuts in the following bill: HR 4853 - The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 Tax Treatment of Regulated Investment Companies (RIC) in the following bill: HR 4337 - Regulated Investment Company (RIC) Modernization Act
Auto-IRA proposals Saver's Credit Expansion Estate Tax in the following bill: HR 4154 - Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act of 2009 Charitable IRA Rollovers and Roth 457(b) in the following bills: HR 4213 - Tax Extenders Act of 2009 S 2973 - Small Business Job Creation Tax Act of 2010 S 3024 - Job Impact Analysis Act of 2010 S 3103 - Small Business Job Creation Act of 2010 S 3228 - Small Business Innovation to Job Creation Act of 2010 HR 5297 - Small Business Jobs and Credit Act of 2010 Financial Transaction Tax Annuity Tax in the following bill: HR 3200 - America's Affordable Health Choices Act Financial Crisis Responsibility Fee in the following bill: HR 4191 - Let Wall Street Pay for Wall Street's Bailout Act of 2009 Broaden the Medicare Hospital Insurance Tax Base for High-Income Taxpayers Retirement Plans Non-discrimination Compliance in the following bill: HR 4126 - Retirement Fairness Act Extension of 2001 and 2003 tax cuts Tax Treatment of Regulated Investment Companies (RIC) in the following bill: HR 4337 - Regulated Investment Company (RIC) Modernization Act
Target Date Funds Financial Regulatory Reform in the following bills and proposals: HR 977 - Derivatives Markets Transparency and Accountability Act of 2009 S 1074 - Shareholder Bill of Rights Act of 2009 Administration proposal - "Financial Regulatory Reform: A New Foundation" HR 3126 - Consumer Financial Protection Act of 2009 HR 2609 - Office of Insurance Information Treasury proposal - Office of National Insurance (Title V) Treasury proposal - Improvements of Regulation of Over-the-Counter Derivatives Markets (Title VII) S 1691 - Comprehensive Derivatives Regulation Act of 2009 HR 2861 - Shareholder Empowerment Act HR 4173 - Wall Street Reform and Consumer Protection Act HR 1728 - Mortgage Reform and Anti-Predatory Lending Act Restoring American Financial Stability Act HR 3817 - Investor Protection Act Proxy Access Proposed SEC Rule S 3217 - Restoring American Financial Stability Act of 2010 "Volcker Rule" Conference Report H. Rept. 111-517 Dodd-Frank Wall Street Reform and Consumer Protection Act Covered Bonds in the following bill: HR 5823 - United States Covered Bonds Act
Target Date Funds Financial Regulatory Reform Dodd-Frank Wall Street Reform and Consumer Protection Act in regards to: Volcker Rule Derivatives Systemic Risk Designation Covered Bonds in the following bill: HR 5823 - United States Covered Bonds Act
Optional Federal Charter in the following bills: HR 1880 - National Insurance Consumer Protection Act HR 2609 - Insurance Information Act Retained Asset Accounts in the following bill: HR 5993 - Securing America's Veterans Insurance Needs and Goals Act of 2010 (Savings Act of 2010)
Retained Asset Accounts in the following bill: HR 5993 - Securing America's Veterans Insurance Needs and Goals Act of 2010 (Savings Act of 2010)
Mortgage Lending Reform in the following bill: HR 2454 - American Clean Energy and Security Act Target Date Funds Financial Regulatory Reform in the following bills and proposals: HR 977 - Derivatives Markets Transparency and Accountability Act of 2009 S 1074 - Shareholder Bill of Rights Act of 2009 Administration proposal - "Financial Regulatory Reform: A New Foundation" HR 3126 - Consumer Financial Protection Act of 2009 HR 2609 - Office of Insurance Information Treasury proposal - Office of National Insurance (Title V) Treasury proposal - Improvements to Regulation of Over-the-Counter Derivatives Markets (Title VII) S 1691 - Comprehensive Derivatives Regulation Act of 2009 HR 2861 - Shareholder Empowerment Act HR 4173 - Wall Street Reform and Consumer Protection Act HR 1728 - Mortgage Reform and Anti-Predatory Lending Act Restoring American Financial Stability Act HR 3817 - Investor Protection Act Proxy Access Proposed SEC Rule S 3217 - Restoring American Financial Stability Act of 2010 "Volcker Rule" Conference Report H.Rept.111-517
Target Date Funds Financial Regulatory Reform in the following bills and proposals: HR 977 - Derivatives Markets Transparency and Accountability Act of 2009 S 1074 - Shareholder Bill of Rights Act of 2009 Administration proposal - "Financial Regulatory Reform: A New Foundation" HR 3126 - Consumer Financial Protection Act of 2009 HR 2609 - Office of Insurance Information Treasury proposal - Office of National Insurance (Title V) Treasury proposal - Improvements of Regulation of Over-the-Counter Derivatives Markets (Title VII) S 1691 - Comprehensive Derivatives Regulation Act of 2009 HR 2861 - Shareholder Empowerment Act HR 4173 - Wall Street Reform and Consumer Protection Act HR 1728 - Mortgage Reform and Anti-Predatory Lending Act Restoring American Financial Stability Act HR 3817 - Investor Protection Act Proxy Access Proposed SEC Rule S 3217 - Restoring American Financial Stability Act of 2010 "Volcker Rule" Conference Report H. Rept. 111-517 Dodd-Frank Wall Street Reform and Consumer Protection Act Covered Bonds in the following bill: HR 5823 - United States Covered Bonds Act
HR 977 - Derivatives Markets Transparency and Accountability Act of 2009 Mortgage Lending Reform Term Asset-Backed Securities Loan Facility (TALF) HR 2454 - American Clean Energy and Security Act S 61 - Helping Families Save Their Homes in Bankruptcy Act of 2009 Target Date Funds S 1074 - Shareholder Bill of Rights Act of 2009 Administration proposal - "Financial Regulatory Reform: A New Foundation" HR 3126 - Consumer Financial Protection Act of 2009 HR 2609 - Office of Insurance Information Treasury proposal - Office of National Insurance (Title V) Treasury proposal - Improvements to Regulation of Over-the-Counter Derivatives Markets (Title VII) S 1691 - Comprehensive Derivatives Regulation Act of 2009 HR 2861 - Shareholder Empowerment Act HR 4173 - Wall Street Reform and Consumer Protection Act HR 2896 - Equal Treatment of Covered Bonds Act of 2009 HR 1728 - Mortgage Reform and Anti-Predatory Lending Act Restoring American Financial Stability Act HR 3817 - Investor Protection Act Proxy Access Proposed SEC Rule
Target Date Funds Financial Regulatory Reform in the following bills and proposals: HR 977 - Derivatives Markets Transparency and Accountability Act of 2009 S 1074 - Shareholder Bill of Rights Act of 2009 Administration proposal - "Financial Regulatory Reform: A New Foundation" HR 3126 - Consumer Financial Protection Act of 2009 HR 2609 - Office of Insurance Information Treasury proposal - Office of National Insurance (Title V) Treasury proposal - Improvements of Regulation of Over-the-Counter Derivatives Markets (Title VII) S 1691 - Comprehensive Derivatives Regulation Act of 2009 HR 2861 - Shareholder Empowerment Act HR 4173 - Wall Street Reform and Consumer Protection Act HR 1728 - Mortgage Reform and Anti-Predatory Lending Act Restoring American Financial Stability Act HR 3817 - Investor Protection Act Proxy Access Proposed SEC Rule S 3217 - Restoring American Financial Stability Act of 2010 "Volcker Rule" Conference Report H. Rept. 111-517 Dodd-Frank Wall Street Reform and Consumer Protection Act Covered Bonds in the following bill: HR 5823 - United States Covered Bonds Act
Mortgage Lending Reform in the following bill: HR 2454 - American Clean Energy and Security Act Target Date Funds Financial Regulatory Reform in the following bills and proposals: HR 977 - Derivatives Markets Transparency and Accountability Act of 2009 S 1074 - Shareholder Bill of Rights Act of 2009 Administration proposal - "Financial Regulatory Reform: A New Foundation" HR 3126 - Consumer Financial Protection Act of 2009 HR 2609 - Office of Insurance Information Treasury proposal - Office of National Insurance (Title V) Treasury proposal - Improvements to Regulation of Over-the-Counter Derivatives Markets (Title VII) S 1691 - Comprehensive Derivatives Regulation Act of 2009 HR 2861 - Shareholder Empowerment Act HR 4173 - Wall Street Reform and Consumer Protection Act HR 1728 - Mortgage Reform and Anti-Predatory Lending Act Restoring American Financial Stability Act HR 3817 - Investor Protection Act Proxy Access Proposed SEC Rule S 3217 - Restoring American Financial Stability Act of 2010 "Volcker Rule" Conference Report H.Rept.111-517
HR 977 - Derivatives Markets Transparency and Accountability Act of 2009 Mortgage Lending Reform Term Asset-Backed Securities Loan Facility (TALF) HR 2454 - American Clean Energy and Security Act S 61 - Helping Families Save Their Homes in Bankruptcy Act of 2009 Target Date Funds S 1074 - Shareholder Bill of Rights Act of 2009 Administration proposal - "Financial Regulatory Reform: A New Foundation" HR 3126 - Consumer Financial Protection Act of 2009 HR 2609 - Office of Insurance Information Treasury proposal - Office of National Insurance (Title V) Treasury proposal - Improvements to Regulation of Over-the-Counter Derivatives Markets (Title VII) S 1691 - Comprehensive Derivatives Regulation Act of 2009 HR 2861 - Shareholder Empowerment Act HR 4173 - Wall Street Reform and Consumer Protection Act HR 2896 - Equal Treatment of Covered Bonds Act of 2009 HR 1728 - Mortgage Reform and Anti-Predatory Lending Act Restoring American Financial Stability Act HR 3817 - Investor Protection Act Proxy Access Proposed SEC Rule
Auto-IRA proposals Saver's Credit Expansion Dividend Tax Corporate Owned Life Insurance HR 2625/S 1153 - Tax Equity for Health Plan Beneficiaries Act HR 3200 - America's Affordable Health Choices Act HR 4154 - Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act of 2009 HR 4213 - Tax Extenders Act of 2009 HR 4191 - Let Wall Street Pay for Wall Street's Bailout Act of 2009 Estate Tax Financial Transaction Tax HR 4126 - Retirement Fairness Act Annuity Tax Financial Crisis Responsibility Fee
Auto-IRA proposals Saver's Credit Expansion Dividend Tax Corporate Owned Life Insurance Benefits Tax Equity for Non-traditional Dependents in the following bills: HR 2625/S 1153 - Tax Equity for Health Plan Beneficiaries Act HR 3200 - America's Affordable Health Choices Act Estate Tax in the following bill: HR 4154 - Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act of 2009 Charitable IRA Rollovers and Roth 457(b) in the following bills: HR 4213 - Tax Extenders Act of 2009 S 2973- Small Business Job Creation Tax Act of 2010 S 3024 - Job Impact Analysis Act of 2010 S 3103 - Small Business Job Creation Act of 2010 S 3228 -Small Business Innovation to Job Creation Act of 2010 Financial Transaction Tax Annuity Tax in the following bill: HR 3200 - America's Affordable Health Choices Act Financial Crisis Responsibility Fee in the following bill: HR 4191 - Let Wall Street Pay for Wall Street's Bailout Act of 2009 Broaden the Medicare Hospital Insurance Tax Base for High-Income Taxpayers Retirement Plans Non-discrimination Compliance in the following bills: HR 4126 - Retirement Fairness Act
Mortgage Lending Reform in the following bill: HR 2454 - American Clean Energy and Security Act Target Date Funds Financial Regulatory Reform in the following bills and proposals: HR 977 - Derivatives Markets Transparency and Accountability Act of 2009 S 1074 - Shareholder Bill of Rights Act of 2009 Administration proposal - "Financial Regulatory Reform: A New Foundation" HR 3126 - Consumer Financial Protection Act of 2009 HR 2609 - Office of Insurance Information Treasury proposal - Office of National Insurance (Title V) Treasury proposal - Improvements to Regulation of Over-the-Counter Derivatives Markets (Title VII) S 1691 - Comprehensive Derivatives Regulation Act of 2009 HR 2861 - Shareholder Empowerment Act HR 4173 - Wall Street Reform and Consumer Protection Act HR 1728 - Mortgage Reform and Anti-Predatory Lending Act Restoring American Financial Stability Act HR 3817 - Investor Protection Act Proxy Access Proposed SEC Rule S 3217 - Restoring American Financial Stability Act of 2010 "Volcker Rule" Conference Report H.Rept.111-517
HR 977 - Derivatives Markets Transparency and Accountability Act of 2009 Mortgage Lending Reform Term Asset-Backed Securities Loan Facility (TALF) HR 2454 - American Clean Energy and Security Act S 61 - Helping Families Save Their Homes in Bankruptcy Act of 2009 Target Date Funds S 1074 - Shareholder Bill of Rights Act of 2009 Administration proposal - "Financial Regulatory Reform: A New Foundation" HR 3126 - Consumer Financial Protection Act of 2009 HR 2609 - Office of Insurance Information Treasury proposal - Office of National Insurance (Title V) Treasury proposal - Improvements to Regulation of Over-the-Counter Derivatives Markets (Title VII) S 1691 - Comprehensive Derivatives Regulation Act of 2009 HR 2861 - Shareholder Empowerment Act HR 4173 - Wall Street Reform and Consumer Protection Act HR 2896 - Equal Treatment of Covered Bonds Act of 2009 HR 1728 - Mortgage Reform and Anti-Predatory Lending Act Restoring American Financial Stability Act HR 3817 - Investor Protection Act Proxy Access Proposed SEC Rule
Target Date Funds Financial Regulatory Reform in the following bills and proposals: HR 977 - Derivatives Markets Transparency and Accountability Act of 2009 S 1074 - Shareholder Bill of Rights Act of 2009 Administration proposal - "Financial Regulatory Reform: A New Foundation" HR 3126 - Consumer Financial Protection Act of 2009 HR 2609 - Office of Insurance Information Treasury proposal - Office of National Insurance (Title V) Treasury proposal - Improvements of Regulation of Over-the-Counter Derivatives Markets (Title VII) S 1691 - Comprehensive Derivatives Regulation Act of 2009 HR 2861 - Shareholder Empowerment Act HR 4173 - Wall Street Reform and Consumer Protection Act HR 1728 - Mortgage Reform and Anti-Predatory Lending Act Restoring American Financial Stability Act HR 3817 - Investor Protection Act Proxy Access Proposed SEC Rule S 3217 - Restoring American Financial Stability Act of 2010 "Volcker Rule" Conference Report H. Rept. 111-517 Dodd-Frank Wall Street Reform and Consumer Protection Act Covered Bonds in the following bill: HR 5823 - United States Covered Bonds Act
S 401 - Defined Contribution Fee Disclosure Act of 2009 Retirement Security Separate Account Prohibited Transaction Exemptions Federal required reporting for pension plan sponsors Auto-Enroll Auto-Escalate Fee Transparency Auto-IRA HR 1988 - Conflicted Investment Advice Prohibition Act of 2009 HR 2779 - Defined Contribution Plan Fee Transparency Act of 2009 HR 2989 - 401(k) Fair Disclosure and Pension Security Act of 2009 S 401 - Defined Contribution Fee Disclosure Act of 2009 Retiree Healthcare S 2832 - Lifetime Income Disclosure Act Investment Advice
Retirement Security in the following bills: HR567, S347 - Public Employee Pension Transparency Act HR677, S267 - Lifetime Income Disclosure Act Auto-IRAs DOL Fiduciary Proposal (DOL Fiduciary Definition Regulation) Amendment to Change Distributions of Retirement Plans and IRAs for Beneficiaries Lifetime Income Illustrations Tax Benefits of Defined Contribution Plans
Financial Regulatory Reform Covered Bonds in the following bill: HR940 - United States Covered Bonds Act of 2011 Dodd-Frank Wall Street Reform and Consumer Protection Act in regards to: Volcker Rule Systemic Risk Designation Asset-Backed Market Stabilization Act [repeal Section 939(g) of Dodd-Frank] A bill to amend the Dodd-Frank Wall Street Reform and Consumer Protection Act to repeal certain disclosure requirements (The Burdensome Data Collection Relief Act) Notice of Proposed Rulemaking that would implement Section 619 of the Dodd-Frank Act HR2434 - Financial Services and General Government Appropriations bill, 2012 HR2055 - Military Construction of Savings and Loan Holding Companies Capital Requirements for SLHCs and Federal Reserve Board Oversight FY2013 House Financial Services Appropriations bill S2223 - Volcker Rule - A bill to address the implementation of certain prohibitions under the Bank Holding Company Act Federal Reserve Supervision of Savings and Loan Holding Companies GSE Reform in the following bill: HR1859 - Housing Finance Reform Act of 2011 Compliance Structure as in the following act: Stop Trading on Congressional Knowledge Act of 2012
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Deposit Insurance Corporation (FDIC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Financial Regulatory Reform Covered Bonds in the following bill: HR940 - United States Covered Bonds Act of 2011 Dodd-Frank Wall Reform and Consumer Protection Act in regards to: Volcker Rule Systemic Risk Designation Asset-Backed Market Stabilization Act [repeal Section 939(g) of Dodd-Frank] A bill to amend the Dodd-Frank Wall Street Reform and Consumer Protection Act to repeal certain disclosure requirements (The Burdensome Data Collection Relief Act) Notice of Proposed Rulemaking that would implement Section 619 of the Dodd-Frank Act HR2434 - Financial Services and General Government Appropriations bill, 2012 HR2055 - Military Construction and Veterans Affairs and Related Agencies Appropriations Act of 2012 Federal Reserve Supervision of Savings and Loan Holding Companies GSE Reform in the following bill: HR1859 - Housing Finance Reform Act of 2011
Retirement Security in the following bills: HR567, S347 - Public Employee Pension Transparency Act HR677, S267 - Lifetime Income Disclosure Act Auto-IRAs DOL Fiduciary Proposal (DOL Fiduciary Definition Regulation)
529 Plans in the following bill: HR529 - Savings Enhancement for Education in College Act Tax Equity for Health Plan Beneficiaries Act in the following bills: HR2088, S1171 - Tax Parity for Health Plan Beneficiaries Act Hybrid Pension Plans in the following bill: HR2934 - To amend the Internal Revenue Code of 1986 to clarify the treatment of certain retirement plan contributions picked up by governmental employers Tax Reform as it relates to retirement plans Debt Ceiling in the following bills: S365 - Budget Control Act of 2011 Federal Payroll Tax as in the following bill: HR3765 - Temporary Payroll Tax Cut Continuation Act of 2011
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Financial Regulatory Reform Covered Bonds in the following bill: HR940 - United States Covered Bonds Act of 2011 Dodd-Frank Wall Street Reform and Consumer Protection Act in regards to: Volcker Rule Derivatives Systemic Risk Designation Asset-Backed Market Stabilization Act [repeal Section 939(g) of Dodd-Frank] To amend the definitions "Major Swap Participant" and "Major Security-Based Swap participant" in the Commodity Exchange Act and the Securities Exchange Act (The Business Risk Mitigation and Price Stabilization Act) A bill to amend the Dodd-Frank Wall Street Reform and Consumer Protection Act to repeal certain disclosure requirements (The Burdensome Data Collection Relief Act) Small Business Capital Access and Job Preservation Act Small Company Capital Formation Act of 2011 Risk Retention Federal Reserve Supervision of Savings and Loan Holding Companies FY 2012 Financial Services and General Government Appropriations bill GSE Reform in the following bill: HR1859 - Housing Finance Reform Act of 2011
Retirement Security in the following bills: HR567, S347 - Public Employee Pension Transparency Act HR677, S267 - Lifetime Income Disclosure Act Auto-IRAs DOL Fiduciary Proposal (DOL Fiduciary Definition Regulation)
529 Plans in the following bill: HR529 - Savings Enhancement for Education in College Act Tax Equity for Health Plan Beneficiaries Act in the following bills: HR2088, S1171 - Tax Parity for Health Plan Beneficiaries Act Hybrid Pension Plans in the following bill: HR2934 - To amend the Internal Revenue Code of 1986 to clarify the treatment of certain retirement plan contributions picked up by governmental employers Tax Reform as it relates to retirement plans Debt Ceiling in the following bills: HR2434 - Financial Services and General Government Appropriations Act, 2012 S365 - Budget Control Act of 2011
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
Target Date Funds Financial Regulatory Reform Dodd-Frank Wall Street Reform and Consumer Protection Act in regards to: Volcker Rule Derivatives Systemic Risk Designation Asset-Backed Market Stabilization Act [repeal Section 939(g) of Dodd-Frank] To amend the definitions "Major Swap Participant" and "Major Security-Based Swap Participant" in the Commodity Exchange Act and the Securities Exchange Act (The Business Risk Mitigation and Price Stabilization Act) A bill to amend the Dodd-Frank Wall Street Reform and Consumer Protection Act to repeal certain disclosure requirements (The Burdensome Data Collection Relief Act) Small Business Capital Access and Job Preservation Act Small Company Capital Formation Act of 2011 Risk Retention Covered Bonds in the following bill: HR940 - United States Covered Bonds Act of 2011 Federal Reserve Supervision of Savings and Loan Holding Companies FY 2012 Financial Services and General Government Appropriations Bill GSE Reform in the following bill: HR1859 - Housing Finance Reform Act of 2011 Debt Ceiling
Saver's Credit Expansion Charitable IRA Rollovers and Roth 457(b) 529 Plans in the following bill: HR529 - Savings Enhancement for Education in College Act Tax Equity for Health Plan Beneficiaries Act in the following bills: HR2088, S1171 - Tax Parity for Health Plan Beneficiaries Act
Implementation of HR4173 - Dodd-Frank Wall Street Reform and Consumer Protection Act
Retirement Security in the following bills: HR567, S347 - Public Employee Pension Transparency Act HR677, S267 - Lifetime Income Disclosure Act Auto-IRAs DOL Fiduciary Proposal (DOL Fiduciary Definition Regulation) Public Employee Pension Transparency Act
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Saver's Credit Expansion Estate Tax Charitable IRA Rollovers and Roth 457(b) Tax Equity for Health Plan Beneficiaries Act 529 Plans in the following bill: HR529 - Savings Enhancement for Education in College Act
Target Date Funds Financial Regulatory Reform Dodd-Frank Wall Street Reform and Consumer Protection Act in regards to: Volcker Rule Derivatives Systemic Risk Designation Asset-Backed Market Stabilization Act [repeal Section 939(g) of Dodd-Frank] To amend the definitions "Major Swap Participant" and "Major Security-Based Swap Participant" in the Commodity Exchange Act and the Securities Exchange Act (The Business Risk Mitigation and Price Stabilization Act) A bill to amend the Dodd-Frank Wall Street Reform and Consumer Protection Act to repeal certain disclosure requirements (The Burdensome Data Collection Relief Act) Small Business Capital Access and Job Preservation Act Small Company Capital Formation Act of 2011 Covered Bonds in the following bill: HR940 - United States Covered Bonds Act of 2011 Federal Reserve Supervision of Savings and Loan Holding Companies
Retained Asset Accounts
Retirement Security in the following bills: HR567, S347 - Public Employee Pension Transparency Act HR677, S267 - Lifetime Income Disclosure Act Auto-IRAs DOL Fiduciary Proposal (DOL Fiduciary Definition Regulation)
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Retained Asset Accounts in the following bill: HR 5993 - Securing America's Veterans Insurance Needs and Goals Act of 2010 (Savings Act of 2010)
Saver's Credit Expansion Estate Tax in the following bill: HR 4154 - Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act of 2009 Charitable IRA Rollovers and Roth 457(b) in the following bills: HR 4213 - Tax Extenders Act of 2009 S 2973 - Small Business Job Creation Tax Act of 2010 S 3024 - Job Impact Analysis Act of 2010 S 3103 - Small Business Job Creation Act of 2010 S 3228 - Small Business Innovation to Job Creation Act of 2010 HR 5297 - Small Business Jobs and Credit Act of 2010 Extension of 2001 and 2003 tax cuts in the following bill: HR 4853 - The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 Tax Treatment of Regulated Investment Companies (RIC) in the following bill: HR 4337 - Regulated Investment Company (RIC) Modernization Act
Auto-IRA proposals Saver's Credit Expansion Estate Tax in the following bill: HR 4154 - Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act of 2009 Charitable IRA Rollovers and Roth 457(b) in the following bills: HR 4213 - Tax Extenders Act of 2009 S 2973 - Small Business Job Creation Tax Act of 2010 S 3024 - Job Impact Analysis Act of 2010 S 3103 - Small Business Job Creation Act of 2010 S 3228 - Small Business Innovation to Job Creation Act of 2010 HR 5297 - Small Business Jobs and Credit Act of 2010 Financial Transaction Tax Annuity Tax in the following bill: HR 3200 - America's Affordable Health Choices Act Financial Crisis Responsibility Fee in the following bill: HR 4191 - Let Wall Street Pay for Wall Street's Bailout Act of 2009 Broaden the Medicare Hospital Insurance Tax Base for High-Income Taxpayers Retirement Plans Non-discrimination Compliance in the following bill: HR 4126 - Retirement Fairness Act Extension of 2001 and 2003 tax cuts Tax Treatment of Regulated Investment Companies (RIC) in the following bill: HR 4337 - Regulated Investment Company (RIC) Modernization Act
Mortgage Lending Reform in the following bill: HR 2454 - American Clean Energy and Security Act Target Date Funds Financial Regulatory Reform in the following bills and proposals: HR 977 - Derivatives Markets Transparency and Accountability Act of 2009 S 1074 - Shareholder Bill of Rights Act of 2009 Administration proposal - "Financial Regulatory Reform: A New Foundation" HR 3126 - Consumer Financial Protection Act of 2009 HR 2609 - Office of Insurance Information Treasury proposal - Office of National Insurance (Title V) Treasury proposal - Improvements to Regulation of Over-the-Counter Derivatives Markets (Title VII) S 1691 - Comprehensive Derivatives Regulation Act of 2009 HR 2861 - Shareholder Empowerment Act HR 4173 - Wall Street Reform and Consumer Protection Act HR 1728 - Mortgage Reform and Anti-Predatory Lending Act Restoring American Financial Stability Act HR 3817 - Investor Protection Act Proxy Access Proposed SEC Rule S 3217 - Restoring American Financial Stability Act of 2010 "Volcker Rule" Conference Report H.Rept.111-517
HR 1880 - National Insurance Consumer Protection Act HR 2609 - Insurance Information Act Optional Federal Charter HR 3590 - Service Member's Home Ownership Tax Act HR 3962 - Affordable Health Care Improvement Act
S 401 - Defined Contribution Fee Disclosure Act of 2009 Retirement Security Separate Account Prohibited Transaction Exemptions Federal required reporting for pension plan sponsors Auto-Enroll Auto-Escalate Fee Transparency Auto-IRA HR 1988 - Conflicted Investment Advice Prohibition Act of 2009 HR 2779 - Defined Contribution Plan Fee Transparency Act of 2009 HR 2989 - 401(k) Fair Disclosure and Pension Security Act of 2009 S 401 - Defined Contribution Fee Disclosure Act of 2009 Retiree Healthcare S 2832 - Lifetime Income Disclosure Act Investment Advice
HR 977 - Derivatives Markets Transparency and Accountability Act of 2009 Mortgage Lending Reform Term Asset-Backed Securities Loan Facility (TALF) HR 2454 - American Clean Energy and Security Act S 61 - Helping Families Save Their Homes in Bankruptcy Act of 2009 Target Date Funds S 1074 - Shareholder Bill of Rights Act of 2009 Administration proposal - "Financial Regulatory Reform: A New Foundation" HR 1327/S 1065 - Iran Sanctions Enabling Act of 2009 S 908 - Iran Refined Petroleum Sanctions Act HR 3126 - Consumer Financial Protection Act of 2009 HR 2609 - Office of Insurance Information Treasury proposal - Office of National Insurance (Title V) Treasury proposal - Improvements to Regulation of Over-the-Counter Derivatives Markets (Title VII) S 1691 - Comprehensive Derivatives Regulation Act of 2009 HR 2861 - Shareholder Empowerment Act HR 4173 - Wall Street Reform and Consumer Protection Act HR 2896 - Equal Treatment of Covered Bonds Act of 2009 HR 1728 - Mortgage Reform and Anti-Predatory Lending Act Restoring American Financial Stability Act HR 3817 - Investor Protection Act Proxy Access Proposed SEC Rule Sudan Divestment
Auto-IRA Proposals; Saver's Credit Expansion Dividend Tax; Corporate Owned Life Insurance HR 2625/S1153 - Tax Equity for Health Plan Beneficiaries Act HR 3200 - America's Affordable Health Choices Act
HR 977 - Derivatives Markets Transparency and Accountability Act of 2009 Mortgage Lending Reform Term Asset-Backed Securities Loan Facility (TALF) HR 2454 - American Clean Energy and Security Act S 61 - Helping Families Save Their Homes in Bankruptcy Act of 2009 Target Date Funds S 1074 - Shareholder Bill of Rights Act of 2009 Administration proposal - "Financial Regulatory Reform: A New Foundation" HR 1327/S 1065 - Iran Sanctions Enabling Act of 2009 S 908 - Iran Refined Petroleum Sanctions Act HR 3126 - Consumer Financial Protection Act of 2009 HR 2609 - Office of Insurance Information Treasury proposal - Office of National Insurance (Title V) Treasury proposal - Improvements to Regulation of Over-the-Counter Derivatives Markets (Title VII) S 1691 - Comprehensive Derivatives Regulation Act of 2009 HR 2861 - Shareholder Empowerment Act
S 401 - Defined Contribution Fee Disclosure Act of 2009 Retirement Security Separate Account Prohibited Transaction Exemptions 5500 Reporting Auto-Enroll Auto-Escalate Fee Transparency Auto-IRA HR 1988 - Conflicted Investment Advice Prohibition Act of 2009 HR 2779 - Defined Contribution Plan Fee Transparency Act of 2009 HR 2989 - 401(k) Fair Disclosure and Pension Security Act of 2009 Retiree Healthcare
Auto-IRA Proposals Saver's Credit Expansion Dividend Tax; Corporate Owned Life Insurance HR 2625/S 1153 - Tax Equity for Health Plan Beneficiaries Act
HR 977 - Derivatives Markets Transparency and Accountability Act of 2009 HR 1106 - Helping Families Save Their Homes Act of 2009 HR 1728 - Mortgage Reform and Anti-Predatory Lending Act Mark-to-Market Accounting Governmental Stabilization Efforts Mortgage Lending Reform Sudan Divestment Term Asset-Backed Securities Loan Facility (TALF) HR 2454 - American Clean Energy and Security Act S 61 - Helping Families Save Their Homes in Bankruptcy Act of 2009 Target Date Funds S 1074 - Shareholder Bill of Rights Act of 2009 Administration proposal - "Financial Regulatory Reform: A New Foundation"
HR 1 - American Recovery and Reinvestment Act of 2009 (529 qualified expenses and funding for educational institutions) HR 1351 - Savings Enhancement for Education in College Act
Auto-IRA Proposals Saver's Credit Expansion HR 1586 - To impose an additional tax on bonuses received from certain TARP recipients
S 401 - Defined Contribution Fee Disclosure Act of 2009 Investment Advice Retirement Security Separate Account Prohibited Transaction Exemptions 5500 Reporting Auto-Enroll Auto-Escalate Target Date Funds Fee Transparency Auto-IRA
HR 878/S 601 - Simplification through Additional Reporting Act; Education and college savings tax issues; Tax treatment of 529 college savings plans; HR 3970 - Tax Reduction and Reform Act HR 3996 - Tax Increase Prevention Act of 2007 HR 5140 - Recovery Rebates and Economic Stimulus for the American People Act of 2008 HR 3221 - New Direction for Energy Independence, National Security and Consumer Protection Act HR 1820/S 1556 - Tax Equity for Domestic Partner & Health Plan Beneficiaries Act S 2797 - Senior Protection Act of 2008 HR 5720 - Housing Assistance Tax Act HR 6081 - The Heroes Earnings Assistance and Relief Tax Act of 2008 HR 2776 - Renewable Energy and Energy Conservation Tax Act HR 6049 - Energy and Tax Extenders Act HR 7060 - Renewable Energy and Job Creation Act S 3125 - Energy Independence and Tax Relief Act S 3335 - Jobs, Energy, Families and Disaster Relief Act
Budget proposals regarding 529 savings plans; Higher education savings tax issues; HR 5715/S 2815 - Ensuring Continued Access to Student Loans Act; HR 5914 - Student Loan Access Act; HR 5723/S 2847 - Emergency Student Loan Market Liquidity Act
HR 2167/S 1141 - Automatic IRA Act of 2007; 403(b) regulatory guidance (RIN 1545-BB64/REG-155608-02); S 1010 - Retirement Security Life Act of 2007; Retiree health care issues; Default investment alternatives (RIN 1210-AB10); Investment advice; International pension issues; HR 3361/S 1974 - Pension Protection Technical Corrections Act of 2007 DOL Plan Fee Disclosure proposed regulations on 408(b)(2) - RIN 1210-AB08 DOL fiduciary requirements for disclosure on participant directed retirement plans - RIN 1210-AB07 HR 6142 - Pension Protection Act technical corrections S 2794 - Senior Investment Protection Act Easy 401(k) Plan issues Roth 457(b) issues HR 5160 - SAVE Act of 2008 Alternative assets in pension funds Retirement plan leakage issues S 3278 - To amend the Internal Revenue Code of 1986 to provide that no loan may be made from a qualified employer plan using a credit card or other intermediary and to limit the number of loans
HR 2669 - College Cost Reduction Act; HR 4137 - College Opportunity and Affordability Act; S 1642 - Higher Education Amendments; HR 2272/S 761 - American COMPETES Act; Budget proposals regarding 529 college savings plans; Higher education savings tax issues; HR 5715/S 2815 - Ensuring Continued Access to Student Loans Act; HR 5914 - Student Loan Access Act; HR 5723/S 2847 - Emergency Student Loan Market Liquidity Act
S 1430/HR 2347 - To authorize State and local governments to direct divestments from, and prevent investments in, companies with investments of $20,000,000 or more in Iran's energy sector; Argentina debt default S 970 - To impose sanctions on Iran and on Russia for assisting Iran in developing a nuclear program. HR 1427 - Federal Housing Finance Reform Act HR 556 - National Security Foreign Investment Reform and Strengthened Transparency Act of 2007 HR 2586 - Securities & Exchange Commission Authority Restoration Act of 2007 HR 1400 - To enhance United States diplomatic efforts with respect to Iran by imposing additional economic sanctions against Iran Regulation R guidance (File No. S7-22-06/Docket No. R-1274) HR 3185 - The "401(k) Fair Disclosure for Retirement Security Act of 2007" HR 3765 - Defined Contribution Plan Fee Transparency Act of 2007 S 2473 - Defined Contribution Fee Disclosure Act of 2007 HR 3915 - Mortgage Reform & Anti-Predatory Lending Act HR 5723 - Emergency Student Loan Market Liquidity Act S 2847 - Emergency Student Loan Market Liquidity Act HR 5579 - The Emergency Mortgage Loan Modification S 2133 - Homeowners' Mortgage and Equity Savings Act of 2007 S 2136 - Helping Families Save Their Homes in Bankruptcy Act of 2007 S 2338 - FHA Modernization Act of 2007 HR 1852 - Expanding American Homeownership Act of 2007 S 3125/HR 6049 - Renewable Energy and Job Creation Act S 1430 - Iran Sanctions Enabling Act S 3227 - Iran Sanctions Act of 2008
HR 878/S 601 - Simplification through additional Reporting Act; HR 2834 - To amend the IRS Code of 1986 to treat income received by partners for performing investment management services as ordinary income received for the performance of services; S 681 - Stop Tax Haven Abuse Act; HR 2136 - Stop Tax Haven Abuse Act; HR 2419 - Farm, Nutrition, and Bioenergy Act of 2007; carried interest; education and college savings tax issues; S 1624 - A bill to amend the Internal Revenue Code of 1986 to provide that the exception from the treatment of publicly traded partnerships as corporations for partnerships with passive-type income shall not apply to partnerships directly of indirectly deriving income from providing investment adviser and related asset management services. Tax treatment of 529 college savings plans HR 3970 - Tax Reduction & Reform Act HR 3996 - Tax Increase Prevention Act of 2007 HR 5140 - Recovery Rebates and Economic Stimulus for the American People Act of 2008 HR 3221 - New Direction for Energy Independence, National Security and Consumer Protection Act HR 1820/S 1556 - Tax Equity for Domestic Partner & Health Plan Beneficiaries Act S 2797 - Senior Protection Act of 2008 HR 5611 - National Association of Registered Agents and Brokers Reform Act of 2008 (NARABII)
S 1430/HR 2347 To authorize State and local governments to direct divestment from, and prevent investment in, companies with investments of $20,000,000 or more in Irans energy sector; HR 180 To require the identification of companies that conduct business operations in Sudan, to prohibit United State Government contracts with such companies; 401(k) fee disclosure
HR 2167/S 1141 Automatic IRA Act of 2007; HR 1419/S 819 Public Good IRA Rollover Act of 2007; S 1288 Womens Retirement Security Act of 2007; 403 (b) regulatory guidance (RIN 1545-BB64/REG-155608-02); Pension reform technical corrections; S 1010 - Retirement Security of Life Act of 2007; proposed revisions to Form 5500 (RIN 1210-AB06); Retiree healthcare issues; default investment alternatives (RIN 1210AB10); investment advice; international pension issues
S 1624 – A bill to amend the Internal Revenue Code of 1986 to provide that the exception from the treatment of publicly traded partnerships as corporations for partnerships with passive-type income shall not apply to partnerships directly or indirectly deriving income from providing investment adviser and related asset management services. Tax treatment of 529 college savings plans HR 878/S 601 - Simplification through additional Reporting Act; HR 2834 – To amend the IRS Code of 1986 to treat income received by partners for performing investment management services as ordinary income received for the performance of services; S 681 - Stop Tax Haven Abuse Act; HR 2136 - Stop Tax Haven Abuse Act; HR 2 - Fair Minimum Wage Act of 2007; S 2 - Fair Minimum Wage Act of 2007; S 347 Minimum Wage Act of 2007; carried interest; education and college savings tax issues
HR 2761 – Terrorism Risk Insurance & Extension Act of 2007; S 40 – National Insurance Act of 2007; optional federal charter
HR 890/S 486 – Student Loan Sunshine Act; HR 2669 – College Cost Reduction Act; S1642 – Higher Education Amendments of 2007; budget proposals regarding 529 college savings plans; Free Application for Federal Student Aid asset language pertaining to college savings accounts; HR 2272/S 761 America COMPETES Act
S 970 – To impose sanctions on Iran and on Russia for assisting Iran in developing a nuclear program. HR 1427 – Federal Housing Finance Reform Act HR 556 – National Security Foreign Investment Reform & Strengthened Transparency Act of 2007 HR 1508 – Compete Act of 2007 HR 2586 – Securities & Exchange Commission Authority Restoration Act of 2007 HR 1400 – To enhance United States diplomatic efforts with respect to Iran by imposing additional economic sanctions against Iran HR 2206 - A bill making emergency supplemental appropriations for the fiscal year ending September 30, 2007, and for other purposes HR 1257 - Shareholder Vote on Executive Compensation Act S 1181 - Shareholder Vote on Executive Compensation Act Regulation R guidance (File No. S7-22-06/Docket No. R-1274) S 1430/HR 2347 – To authorize State and local governments to direct divestment from, and prevent investment in, companies with investments of $20,000,000 or more in Iran’s energy sector; HR 180 – To require the identification of companies that conduct business operations in Sudan, to prohibit United State Government contracts with such companies; 401(k) fee disclosure
529 Regulatory Guidance H.R. 2386/S. 1112 - College Savings Act of 2005; H.R. 4297/S. 2020 - Tax Increase Prevention Act of 2006; H.R. 5638 - Permanent Estate Tax Relief Act of 2006; H.R. 6111 - Tax Relief and Healthcare Act of 2006
Educational competitiveness issues; Higher Education Act; Report of the Secreatary of Education's Commission on the Future of Higher Education
H.R. 6225/ S. 2509 - National Insurance Act of 2006
Filing targets: Commerce, Dept of (DOC), Education, Dept of, HOUSE OF REPRESENTATIVES, SENATE, State, Dept of (DOS), Treasury, Dept of, White House Office
Filing targets: Commerce, Dept of (DOC), Education, Dept of, HOUSE OF REPRESENTATIVES, SENATE, State, Dept of (DOS), Treasury, Dept of, White House Office
HR 609 - College Access and Opportunity Act of 2005 - section 472 only.
HR 1163/S545 - Lifetime Savings Accounts - all provisions. HR 1162/S546 - Retirement Savings Accounts - all provisions. HR 1161/S547 - Employer Retirement Savings Accounts - all provisions. HR 2830 - Pension Protection Act of 2005 - all provisions. HR 819/S 381 - Retirement Security for Life Act of 2005 - all provisions. Social Security Reform. S. 219 - National Employee Savings and Trust Equity Guarantee Act of 2005 - all provisions. Tax Reform.
S 467 - Terrorism Risk Insurance Extension Act of 2005 - all provisions. HR 1153 - Terrorism Insurance Backstop Extension Act of 2005 - all provisions.
Target Date Funds Financial Regulatory Reform Dodd-Frank Wall Street Reform and Consumer Protection Act in regards to: Volcker Rule Derivatives Systemic Risk Designation Covered Bonds in the following bill: HR 5823 - United States Covered Bonds Act
Retirement Security in the following bills: S 2832 - Lifetime Income Disclosure Act
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Target Date Funds Financial Regulatory Reform in the following bills and proposals: HR 977 - Derivatives Markets Transparency and Accountability Act of 2009 S 1074 - Shareholder Bill of Rights Act of 2009 Administration proposal - "Financial Regulatory Reform: A New Foundation" HR 3126 - Consumer Financial Protection Act of 2009 HR 2609 - Office of Insurance Information Treasury proposal - Office of National Insurance (Title V) Treasury proposal - Improvements of Regulation of Over-the-Counter Derivatives Markets (Title VII) S 1691 - Comprehensive Derivatives Regulation Act of 2009 HR 2861 - Shareholder Empowerment Act HR 4173 - Wall Street Reform and Consumer Protection Act HR 1728 - Mortgage Reform and Anti-Predatory Lending Act Restoring American Financial Stability Act HR 3817 - Investor Protection Act Proxy Access Proposed SEC Rule S 3217 - Restoring American Financial Stability Act of 2010 "Volcker Rule" Conference Report H. Rept. 111-517 Dodd-Frank Wall Street Reform and Consumer Protection Act Covered Bonds in the following bill: HR 5823 - United States Covered Bonds Act
Equality in Employment Practices in the following bill: HR 3017 - Employment Non-discrimination Act of 2009
Retirement Security in the following bills: S 2832 - Lifetime Income Disclosure Act Federal required reporting for pension plan sponsors Auto-Enroll Auto-Escalate Fee Transparency in the following bills: S 401 - Defined Contribution Fee Disclosure Act of 2009 HR 2779 - Defined Contribution Plan Fee Transparency Act of 2009 HR 2989 - 401(k) Fair Disclosure and Pension Security Act of 2009 Retiree Healthcare Investment Advice in the following bill: HR 1988 - Conflicted Investment Advice Prohibition Act of 2009 Pension Funding Relief in the following bill: HR 3962 - Affordable Health Care Improvement Act
Optional Federal Charter in the following bills: HR 1880 - National Insurance Consumer Protection Act HR 2609 - Insurance Information Act Retained Asset Accounts in the following bill: HR 5993 - Securing America's Veterans Insurance Needs and Goals Act of 2010 (Savings Act of 2010)
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, White House Office
Equality in Employment Practices in the following bill: HR 3017 - Employment Non-discrimination Act of 2009
Retirement Security in the following bill: S 2832 - Lifetime Income Disclosure Act Separate Account Prohibited Transaction Exemptions Federal required reporting for pension plan sponsors Auto-Enroll Auto-Escalate Fee Transparency in the following bills: S 401 - Defined Contribution Fee Disclosure Act of 2009 HR 2779 - Defined Contribution Plan Fee Transparency Act of 2009 HR 2989 - 401(k) Fair Disclosure and Pension Security Act of 2009 Retiree Healthcare Investment Advice in the following bill: HR 1988 - Conflicted Investment Advice Prohibition Act of 2009 Pension Funding Relief in the following bill: HR 3962 - Affordable Health Care Improvement Act
Auto-IRA proposals Saver's Credit Expansion Dividend Tax Corporate Owned Life Insurance Benefits Tax Equity for Non-traditional Dependents in the following bills: HR 2625/S 1153 - Tax Equity for Health Plan Beneficiaries Act HR 3200 - America's Affordable Health Choices Act Estate Tax in the following bill: HR 4154 - Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act of 2009 Charitable IRA Rollovers and Roth 457(b) in the following bills: HR 4213 - Tax Extenders Act of 2009 S 2973- Small Business Job Creation Tax Act of 2010 S 3024 - Job Impact Analysis Act of 2010 S 3103 - Small Business Job Creation Act of 2010 S 3228 -Small Business Innovation to Job Creation Act of 2010 Financial Transaction Tax Annuity Tax in the following bill: HR 3200 - America's Affordable Health Choices Act Financial Crisis Responsibility Fee in the following bill: HR 4191 - Let Wall Street Pay for Wall Street's Bailout Act of 2009 Broaden the Medicare Hospital Insurance Tax Base for High-Income Taxpayers Retirement Plans Non-discrimination Compliance in the following bills: HR 4126 - Retirement Fairness Act
Optional Federal Charter in the following bills: HR 1880 - National Insurance Consumer Protection Act HR 2609 - Insurance Information Act
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, White House Office
Auto-IRA proposals Saver's Credit Expansion Dividend Tax Corporate Owned Life Insurance HR 2625/S 1153 - Tax Equity for Health Plan Beneficiaries Act HR 3200 - America's Affordable Health Choices Act HR 4154 - Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act of 2009 HR 4213 - Tax Extenders Act of 2009 HR 4191 - Let Wall Street Pay for Wall Street's Bailout Act of 2009 Estate Tax Financial Transaction Tax HR 4126 - Retirement Fairness Act Annuity Tax Financial Crisis Responsibility Fee
HR 977 - Derivatives Markets Transparency and Accountability Act of 2009 Mortgage Lending Reform Term Asset-Backed Securities Loan Facility (TALF) HR 2454 - American Clean Energy and Security Act S 61 - Helping Families Save Their Homes in Bankruptcy Act of 2009 Target Date Funds S 1074 - Shareholder Bill of Rights Act of 2009 Administration proposal - "Financial Regulatory Reform: A New Foundation" HR 3126 - Consumer Financial Protection Act of 2009 HR 2609 - Office of Insurance Information Treasury proposal - Office of National Insurance (Title V) Treasury proposal - Improvements to Regulation of Over-the-Counter Derivatives Markets (Title VII) S 1691 - Comprehensive Derivatives Regulation Act of 2009 HR 2861 - Shareholder Empowerment Act HR 4173 - Wall Street Reform and Consumer Protection Act HR 2896 - Equal Treatment of Covered Bonds Act of 2009 HR 1728 - Mortgage Reform and Anti-Predatory Lending Act Restoring American Financial Stability Act HR 3817 - Investor Protection Act Proxy Access Proposed SEC Rule
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, White House Office
S 401 - Defined Contribution Fee Disclosure Act of 2009 Retirement Security Separate Account Prohibited Transaction Exemptions 5500 Reporting Auto-Enroll Auto-Escalate Fee Transparency Auto-IRA HR 1988 - Conflicted Investment Advice Prohibition Act of 2009 HR 2779 - Defined Contribution Plan Fee Transparency Act of 2009 HR 2989 - 401(k) Fair Disclosure and Pension Security Act of 2009 S 401 - Defined Contribution Fee Disclosure Act of 2009 Retiree Healthcare S 2832 - Lifetime Income Disclosure Act Target Date Funds - Qualified Default Investment Alternatives Investment Advice
Auto-IRA proposals; Saver's Credit Expansion Dividend Tax; Corporate Owned Life Insurance HR 2625/S 1153 - Tax Equity for Health Plan Beneficiaries Act HR 3200 - America's Affordable Health Choices Act HR 4154 - Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act of 2009 HR 4213 - Tax Extenders Act of 2009 S 1934 - Foreign Account Tax Compliance Act HR 4191 - Let Wall Street Pay for Wall Street's Bailout Act of 2009 Estate Tax Financial Transaction Tax HR 4126 - Retirement Fairness Act
HR 1880 - National Insurance Consumer Protection Act HR 2609 - Insurance Information Act Optional Federal Charter HR 3590 - Service Member's Home Ownership Tax Act HR 3962 - Affordable Health Care Improvement Act
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, White House Office
HR 1880 - National Insurance Consumer Protection Act HR 2609 - Insurance Information Act
S 401 - Defined Contribution Fee Disclosure Act of 2009 Retirement Security Separate Account Prohibited Transaction Exemptions 5500 Reporting Auto-Enroll Auto-Escalate Fee Transparency Auto-IRA HR 1988 - Conflicted Investment Advice Prohibition Act of 2009 HR 2779 - Defined Contribution Plan Fee Transparency Act of 2009 HR 2989 - 401(k) Fair Disclosure and Pension Security Act of 2009 Retiree Healthcare
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, White House Office
HR 1880 - National Insurance Consumer Protection Act HR 2609 - Insurance Information Act
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
HR 1 - American Recovery and Reinvestment Act of 2009 HR 384 - TARP Reform and Accountability HR 977 - Amend the Commodity Exchange Act HR 1106 - Helping Families Save Their Homes Act of 2009 HR 1664 - To amend the executive compensation provisions of the Emergency Economic Stabilization Act of 2008 to prohibit unreasonable and excessive compensation and compenation not based on performance standards. HR 1728 - Mortgage Reform and Anti-Predatory Lending Act S 360 - A bill to limit compensation to officers and directors of entities receiving emergency economic assistance from the Government Mark-to-Market Accounting Insurers and Financial Stability Government Efforts to Stabilize Financial Markets Regulation of Systemic Risk Stimulus Spending Accountability Mortgage Lending Reform Executive Compensation Sudan Divestment Term Asset-Backed Securities Loan Facility (TALF) Financial Services Regulatory Reform
Optional Federal Charter Proposal Financial Services Regulatory Reform
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
HR 3200/S 40 - National Insurance Act of 2007 - Optional Federal Charter proposals HR 5611 - National Association of Registered Agents and Brokers Reform Act of 2008 (NARAB II) HR 5840 - Insurance Information Act
HR 2347/S 1430 - To authorize state and local governments to direct divestments from, and prevent investments in, companies with investments of $20,000,000 or more in Iran's energy sector; Argentina debt default; S 970 - To impose sanctions on Iran and on Russia for assisting Iran in developing a nuclear program; HR 1427 - Federal Housing Finance Reform Act HR 2586 - Securities & Exchange Commission Authority Restoration Act of 2007 HR 1400 - To enhance United States diplomatic efforts with respect to Iran by imposing additional economic sanctions against Iran HR 3185 - The "401(k) Fair Disclosure for Retirement Security Act of 2007" HR 3765 - Defined Contribution Plan Fee Transparency Act of 2007 S 2473 - Defined Contribution Fee Disclosure Act of 2007 HR 3915 - Mortgage Reform & Anti-Predatory Lending Act HR 5579 - The Emergency Mortgage Loan Modification S 2133 - Homeowners' Mortgage and Equity Savings Act of 2007 S 2136 - Helping Families Save Their Homes in Bankruptcy Act of 2007 S 2338 - FHA Modernization Act of 2007 HR 1852 - Expanding American Homeownership Act of 2007 HR 6049/S 3125 - Renewable Energy and Job Creation Act S 3227 - Iran Sanctions Act of 2008 HR 6604 - Commodity Markets Transparency and Accountability Act HR 1424 - Emergency Economic Stability Act (EESA) Covered bonds Money market guarantee program Proxy access issues Securities regulation issues International reciprocity issues Executive compensation issues
HR 2167/S 1141 - Automatic IRA Act of 2007; 403(b) regulatory guidance (RIN 1545-BB64/REG-155608-02); S 1010 - Retirement Security Life Act of 2007; Retiree health care issues; Default investment alternatives (RIN 1210-AB10); Investment advice; International pension issues; HR 3361/S 1974 - Pension Protection Technical Corrections Act of 2007 DOL Plan Fee Disclosure proposed regulations on 408(b)(2) - RIN 1210-AB08 DOL fiduciary requirements for disclosure on participant directed retirement plans - RIN 1210-AB07 HR 6142 - Pension Protection Act technical corrections S 2794 - Senior Investment Protection Act Easy 401(k) Plan issues Roth 457(b) issues HR 5160 - SAVE Act of 2008 Alternative assets in pension funds Retirement plan leakage issues S 3278 - To amend the Internal Revenue Code of 1986 to provide that no loan may be made from a qualified employer plan using a credit card or other intermediary and to limit the number of loans HR 7327 - The Worker, Retiree and Employer Recovery Act of 2008 Prohibited transactions exceptions DOL Annuity Selection Criteria Regulations - RIN 1210-AB19 5500 reporting standards
Filing targets: Commerce, Dept of (DOC), Education, Dept of, Federal Reserve System, Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, White House Office
HR 3200/S 40 - National Insurance Act of 2007 - Optional Federal Charter proposals HR 5611 - National Association of Registered Agents and Brokers Reform Act of 2008 (NARAB II) HR 5840 - Insurance Information Act
HR 878/S 601 - Simplification Through Additional Reporting Act; Education and college savings tax issues; Tax treatment of 529 college savings plans; HR 2419 - Farm, Nutrition and Bioenergy Act of 2007 HR 3970 - Tax Reduction and Reform Act HR 3996 - Tax Increase Prevention Act of 2007 HR 5140 - Recovery Rebates and Economic Stimulus for the American People Act of 2008 HR 3221 - New Direction for Energy Independence, National Security and Consumer Protection Act HR 1820/S 1556 - Tax Equity for Domestic Partner & Health Plan Beneficiaries Act S 2797 - Senior Protection Act of 2008 HR 5720 - Housing Assistance Tax Act HR 6081 - The Heroes Earnings Assistance and Relief Tax Act of 2008 HR 2776 - Renewable Energy and Energy Conservation Tax Act HR 6049 - Energy and Tax Extenders Act HR 7060 - Renewable Energy and Job Creation Act S 3125 - Energy Independence and Tax Relief Act S 3335 - Jobs, Energy, Families and Disaster Relief Act HR 5351 - Renewable Energy and Energy Conservation Tax Act
HR 2347/S 1430 - To authorize state and local governments to direct divestments from, and prevent investments in, companies with investments of $20,000,000 or more in Iran's energy sector; Argentina debt default; S 970 - To impose sanctions on Iran and on Russia for assisting Iran in developing a nuclear program; HR 1427 - Federal Housing Finance Reform Act HR 556 - National Security Foreign Investment Reform and Strengthened Transparency Act of 2007 HR 2586 - Securities & Exchange Commission Authority Restoration Act of 2007 HR 1400 - To enhance United States diplomatic efforts with respect to Iran by imposing additional economic sanctions against Iran Regulation R guidance (File No. S7-22-06/Docket No. R-1274) HR 3185 - The "401(k) Fair Disclosure for Retirement Security Act of 2007" HR 3765 - Defined Contribution Plan Fee Transparency Act of 2007 S 2473 - Defined Contribution Fee Disclosure Act of 2007 HR 3915 - Mortgage Reform & Anti-Predatory Lending Act HR 5579 - The Emergency Mortgage Loan Modification S 2133 - Homeowners' Mortgage and Equity Savings Act of 2007 S 2136 - Helping Families Save Their Homes in Bankruptcy Act of 2007 S 2338 - FHA Modernization Act of 2007 HR 1852 - Expanding American Homeownership Act of 2007 HR 6049/S 3125 - Renewable Energy and Job Creation Act S 3227 - Iran Sanctions Act of 2008 HR 6604 - Commodity Markets Transparency and Accountability Act HR 1424 - Emergency Economic Stability Act (EESA) Covered bonds Money market guarantee program Proxy access issues Securities regulation issues International reciprocity issues Executive compensation issues
Filing targets: Commerce, Dept of (DOC), Education, Dept of, Federal Reserve System, Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, White House Office
HR 3200/S 40 - National Insurance Act of 2007 - Optional Federal Charter proposals HR 5611 - National Association of Registered Agents and Brokers Reform Act of 2008 (NARAB II) HR 5840 - Insurance Information Act
HR 2167/S 1141 - Automatic IRA Act of 2007; HR 1419/S 819 - Public Good IRA Rollover Act of 2007; S 1288 - Women's Retirement Security Act of 2007; 403(b) regulatory guidance (RIN 1545-BB64/REG-155608-02); S 1010 - Retirement Security of Life Act of 2007; Retiree healthcare issues; Default investment alternatives (RIN 1210-AB10); Investment advice; International pension issues HR 5160 - SAVE Act of 2008 HR 3361/S 1974 - Pension Protection Technical Corrections Act of 2007 DOL Plan Fee Disclosure proposed regulations on 408(b)(2) - RIN 1210-AB08 HR 6142 - Pension Protection Act Technical bill S 2794 - Senior Investor Protection Act Easy 401(k) Plan issues Roth 457(b) issues
HR 878/S 601 - Simplification through additional Reporting Act; HR 2834 - To amend the IRS Code of 1986 to treat income received by partners for performing investment management services as ordinary income received for the performance of services; HR 2136/S 681 - Stop Tax Haven Abuse Act; Carried interest; Education and college savings tax issues HR 2419 - Farm, Nutrition, and Bioenergy Act of 2007 S 1624 - A bill to amend the Internal Revenue Code of 1986 to provide that the exception from the treatment of publicly traded partnerships as corporations for partnerships with passive-type income shall not apply to partnerships directly or indirectly deriving income from providing investment adviser and related asset management services. Tax treatmentof 529 college savings plans. HR 3970 - Tax Reduction and Reform Act HR 3996 - Tax Increase Prevention Act of 2007 HR 5140 - Recovery Rebates and Economic Stimulus for the American People Act of 2008 HR 3221 - New Direction for Energy Independence, National Security and Consumer Protection Act HR 1820/S 1556 - Tax Equity for Domestic Partner & Health Plan Beneficiaries Act S 2797 - Senior Protection Act of 2008 HR 5720 - Housing Assistance Tax Act S 2866 - Deferred Compensation bill HR 6081 - The Heroes Earnings Assistance and Relief Tax Act of 2008
HR 2669 - College Cost Reduction Act; HR 4137 - College Opportunity and Affordability Act; S 1642 - Higher Education Amendments; HR 2272/S 761 - American COMPETES Act; Budget proposals regarding 529 college savings plans; Higher education savings tax issues; S 2815/HR 5715 - Ensuring Continued Access to Student Loans Act; HR 5914 - Student Loan Access Act
Filing targets: Commerce, Dept of (DOC), Education, Dept of, Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, White House Office
S 1430/HR 2347 - To authorize State and local governments to direct divestments from, and prevent investment in, companies with investments of $20,000,000 or more in Iran's energy sector S 970 - To impose sanctions on Iran and on Russia for assisting Iran in developing a nuclear program. HR 1427 - Federal Housing Finance Reform Act HR 556 - National Security Foreign Investment Reform & Strengthened Transparency Act of 2007 HR 2586 - Securities & Exchange Commission Authority Restoration Act of 2007 HR 1400 - To enhance United States diplomatic efforts with respect to Iran by imposing additional economic sanctions against Iran Regulation R guidance (File No. S7-22-06/Docket No. R-1274) HR 3185 - The "401(k) Fair Disclosure for Retirement Security Act of 2007" HR 3765 - Defined Contribution Plan Fee Transparency Act of 2007 S 2473 - The Harkin/Kohl Defined Contribution Fee Disclosure Act HR 3915 - Mortgage Reform & Anti-Predatory Lending Act HR 5723 - Emergency Student Loan Market Liquidity Act S 2847 - Emergency Student Loan Market Liquidity Act HR 5579 - The Emergency Mortgage Loan Modification S 2133 - Homeowners' Mortgage and Equity Savings Act of 2007 S 2136 - Helping Families Save Their Homes in Bankruptcy Act of 2007 S 2338 - FHA Modernization Act of 2007 HR 1852 - Expanding American Homeownership Act of 2007
HR 2167/S 1141 - Automatic IRA Act of 2007; HR 1419/S 819 - Public Good IRA Rollover Act of 2007; S 1288 - Women's Retirement Security Act of 2007; 403(b) regulatory guidance (RIN 1545-BB64/REG-155608-02); Pension reform technical corrections; S 1010 - Retirement Security of Life Act of 2007; proposed revisions to Form 5500 (RIN 1210-AB06); Retiree healthcare issues; default investment alternatives (RIN 1210-AB10); investment advice; international pension issues HR 3361/S1974 - Pension Protection Technical Corrections Act of 2007 DOL Plan Fee Disclosure proposed regulations on 408(b)(2) - RIN 1210-AB08
HR 2669 - College Cost Reduction Act; HR 4137 - College Opportunity and Affordability Act; S 1642 - Higher Education Amendments; budget proposals regarding 529 college savings plans; HR 2272/S 761 - America COMPETES Act
HR 3200/S 40 - National Insurance Act of 2007 - Optional Federal Charter proposals
Filing targets: Commerce, Dept of (DOC), Education, Dept of, Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, White House Office
HR 2761 Terrorism Risk Insurance & Extension Act of 2007; HR 3200/S 40 National Insurance Act of 2007
HR 890/S 486 Student Loan Sunshine Act; HR 2669 College Cost Reduction Act; HR 4137 - College Opportunity and Affordability Act; S 1642 Higher Education Amendments; budget proposals regarding 529 college savings plans; Free Application for Federal Student Aid asset language pertaining to college savings accounts; HR 2272/S 761 America COMPETES Act
HR 878/S 601 - Simplification through additional Reporting Act; HR 2834 To amend the IRS Code of 1986 to treat income received by partners for performing investment management services as ordinary income received for the performance of services; S 681 - Stop Tax Haven Abuse Act; HR 2136 - Stop Tax Haven Abuse Act; HR 2419 - Farm, Nutrition, and Bioenergy Act of 2007;
Filing targets: Commerce, Dept of (DOC), Education, Dept of, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, White House Office
HR 2167/S 1141 – Automatic IRA Act of 2007; HR 1419/S 819 – Public Good IRA Rollover Act of 2007; S 1288 – Women’s Retirement Security Act of 2007; 403 (b) regulatory guidance; Pension reform technical corrections; S 1010 - Retirement Security of Life Act of 2007; Department of Labor proposed revisions to Form 5500 (RIN 1210-AB06); Retiree healthcare issues; default investment; investment advice
HR 890/S 486 – Student Loan Sunshine Act; HR 2669 – College Cost Reduction Act; S1642 – Higher Education Amendments of 2007; budget proposals regarding 529 college savings plans; Free Application for Federal Student Aid asset language pertaining to college savings accounts; HR 2272/S 761 America COMPETES Act
S 970 – To impose sanctions on Iran and on Russia for assisting Iran in developing a nuclear program. HR 1427 – Federal Housing Finance Reform Act HR 556 – National Security Foreign Investment Reform & Strengthened Transparency Act of 2007 HR 1508 – Compete Act of 2007 HR 2586 – Securities & Exchange Commission Authority Restoration Act of 2007 HR 1400 – To enhance United States diplomatic efforts with respect to Iran by imposing additional economic sanctions against Iran HR 2206 - A bill making emergency supplemental appropriations for the fiscal year ending September 30, 2007, and for other purposes HR 1257 - Shareholder Vote on Executive Compensation Act S 1181 - Shareholder Vote on Executive Compensation Act Regulation R guidance (File No. S7-22-06/Docket No. R-1274) S 1430/HR 2347 – To authorize State and local governments to direct divestment from, and prevent investment in, companies with investments of $20,000,000 or more in Iran’s energy sector; HR 180 – To require the identification of companies that conduct business operations in Sudan, to prohibit United State Government contracts with such companies; 401(k) fee disclosure
Filing targets: Commerce, Dept of (DOC), Education, Dept of, Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, White House Office
HR 2761 – Terrorism Risk Insurance & Extension Act of 2007; S 40 – National Insurance Act of 2007; optional federal charter
S 1624 – A bill to amend the Internal Revenue Code of 1986 to provide that the exception from the treatment of publicly traded partnerships as corporations for partnerships with passive-type income shall not apply to partnerships directly or indirectly deriving income from providing investment adviser and related asset management services. Tax treatment of 529 college savings plans HR 878/S 601 - Simplification through additional Reporting Act; HR 2834 – To amend the IRS Code of 1986 to treat income received by partners for performing investment management services as ordinary income received for the performance of services; S 681 - Stop Tax Haven Abuse Act; HR 2136 - Stop Tax Haven Abuse Act; HR 2 - Fair Minimum Wage Act of 2007; S 2 - Fair Minimum Wage Act of 2007; S 347 Minimum Wage Act of 2007; carried interest; education and college savings tax issues
HR 2167/S 1141 – Automatic IRA Act of 2007; HR 1419/S 819 – Public Good IRA Rollover Act of 2007; S 1288 – Women’s Retirement Security Act of 2007; 403 (b) regulatory guidance; Pension reform technical corrections; S 1010 - Retirement Security of Life Act of 2007; Department of Labor proposed revisions to Form 5500 (RIN 1210-AB06); Retiree healthcare issues; default investment; investment advice
Filing targets: Commerce, Dept of (DOC), Education, Dept of, Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, White House Office
H.R. 2830 - Pension Protection Act of 2005; S. 1783 - Pension Security and Transparency Act of 2005; S. 381 - The Retirement Security for Life Act of 2005; International Pension Issues DOL Proposed Revisions to Form 5500 (RIN 1210-AB06) Retiree Healthcare Issues H.R. 1161/S. 547 - Employer Retirement Savings Accounts; H.R. 1162/S. 546 - Retirement Savings Accounts; H.R. 1163/S. 545 - Lifetime Savings Accounts; H.R. 4 - Pension Protection Act of 2006;
H.R. 2990 - Credit Rating Agency Duopoly Relief Act of 2006; H.R. 1578/S. 2490 Real Estate Investment Thrift Savings Act; Data Security/Privacy S. 190 - Federal Housing Enterprise Regulatory Reform Act of 2005; H.R. 1461 - Federal Housing Finance Reform Act of 2005; S. 2856 - Financial Services Regulatory Relief Act of 2006; H.R. 3505 - Financial Services Regulatory Relief Act of 2005;
Filing targets: Commerce, Dept of (DOC), Education, Dept of, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, State, Dept of (DOS), Treasury, Dept of, White House Office
S 190 - Federal Housing Enterprise Regulatory Reform Act of 2005 - all provisions. H.R. 1461 - Federal Housing Finance Reform Act of 2005 - all provisions. SEC Regulation NMS: Final Rule Release No. 34-51808.
HR 2386/S 1112 - College 529 InvEST Act of 2005 - all provisions. HR 1163/S545 - Lifetime Savings Accounts - all provisions. HR 1162/S546 - Retirement Savings Accounts - all provisions. HR 1161/S547 - Employer Retirement Savings Accounts - all provisions. HR 2830 - Pension Protection Act of 2005 - all provisions. HR 819/S 381 - Retirement Security for Life Act of 2005 - all provisions. Social Security Reform. S. 219 - National Employee Savings and Trust Equity Guarantee Act of 2005 - all provisions. Tax Reform.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of