Reported covered position: N/A
How to read the money
Income and expense are whole-filing amounts associated with this lobbyist, not personal compensation or an allocated share.
No topic inference: each bill number appears in source LDA issue text assigned to this lobbyist.
Issues related to tax incentives for retirement savings. Inquiries regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Guidance relating to public sector plan design. Proposals relating to IRS relief for disaster victims. S. 267/H.R. 677, Lifetime Income Disclosure Act. H.R. 1534, SAVE Act.
Proposals related to annuitization. Proposals related to longevity insurance. S.267/H.R.677, Lifetime Income Disclosure Act. H.R. 1534, SAVE Act.
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
METROPOLITAN LIFE INSURANCE CO via DAVIS & HARMAN LLP
2011 · second_quarter · 2A
Proposals related to annuitization. Proposals related to longevity insurance. S.267/H.R. 677, Lifetime Income Disclosure Act. H.R.1534, SAVE Act.
Proposals related to annuitization. Proposals related to longevity insurance. S.267/H.R.677, Lifetime Income Disclosure Act. H.R. 1534, SAVE Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Source: Senate LDA
| HUMAN RIGHTS CAMPAIGN |
| 21 |
| 2003–2011 |
| TIAA | 21 | 2003–2011 |
| VANGUARD GROUP | 21 | 2003–2011 |
| MUTUAL OF OMAHA INSURANCE COMPANIES | 20 | 2003–2011 |
| TRANSAMERICA LIFE INSURANCE COMPANY | 20 | 2005–2011 |
| NATIONWIDE INSURANCE COMPANIES | 19 | 2005–2011 |
| GENWORTH FINANCIAL, INC. | 18 | 2004–2010 |
| LINCOLN NATIONAL CORPORATION | 18 | 2005–2011 |
| PRINCIPAL LIFE INSURANCE COMPANY | 17 | 2007–2011 |
| MERRILL LYNCH & CO INC | 13 | 2002–2008 |
| AETNA INC | 12 | 2004–2009 |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSN | 10 | 2002–2009 |
| EDWARD JONES INVESTMENTS | 9 | 2003–2007 |
| VARIABLE ANNUITY LIFE INSURANCE CO (VALIC) | 9 | 2004–2008 |
| COMMITTEE OF ANNUITY INSURERS | 8 | 2003–2006 |
| GENERAL MOTORS CORP | 8 | 2003–2009 |
| GREYHOUND LINES, INC. | 6 | 2003–2006 |
| AMERICAN SENIORS HOUSING ASSN | 5 | 2007–2008 |
| DELTA AIRLINES | 5 | 2004–2006 |
| NATL DEFINED CONTRIBUTION COUNCIL | 4 | 2002–2004 |
| BROKER/DEALER COORDINATION GROUP | 3 | 2011 |
| STEERING COMMITTEE OF THE HSA WORKING GROUP | 2 | 2006 |
| HR POLICY ASSOCIATION | 1 | 2007 |
| MILLER-COORS | 1 | 2004 |
| NATIONAL ASSN OF PROFESSIONAL EMPLOYER ORGANIZATIONS | 1 | 2003 |
Proposals related to annuitization. Proposals related to longevity insurance. S.267/H.R. 677, Lifetime Income Disclosure Act. H.R.1534, SAVE Act.
Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs, and creation of new qualified retirement plans for small business, including H.R.1534, Small Businesses Add Value for Employees Act. Proposals related to stemming leakage from retirement plans through reform of plan loan rules, including, S.1121, Savings Enhancement by Alleviating Leakage in 401(k) Savings Act. Issues related to retirement target date funds. Issues related to tax incentives for retirement savings
Proposals to expand retirement plan coverage, including proposals to reform the multiple employer plan rules. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Issues related to the Department of Labor's proposed regulation defining fiduciary. S. 267/H.R. 677, Lifetime Income Disclosure Act. H.R. 1534, SAVE Act.
Proposals related to annuitization. Proposals related to longevity insurance. S.267/H.R. 677, Lifetime Income Disclosure Act. H.R.1534, SAVE Act.
Proposals related to annuitization. Proposals related to longevity insurance. S.267/H.R.677, Lifetime Income Disclosure Act. H.R. 1534, SAVE Act.
Tax Parity for Health Plan Beneficiaries Act of 2011
Client: HUMAN RIGHTS CAMPAIGN · Firm: DAVIS & HARMAN LLP
Proposals related to the tax treatment of domestic partner health benefits, including H.R. 2088/S/1171, Tax Parity for Health Plan Beneficiaries.
Tax Parity for Health Plan Beneficiaries Act of 2011
Client: HUMAN RIGHTS CAMPAIGN · Firm: DAVIS & HARMAN LLP
Proposals related to the tax treatment of domestic partner health benefits, including H.R. 2088/S/1171, Tax Parity for Health Plan Beneficiaries.
Savings Enhancement for Education in College Act
Client: COLLEGE SAVINGS FOUNDATION · Firm: DAVIS & HARMAN LLP
Proposals related to the treatment of education savings, including H.R. 529, Savings Enhancement for Education in College Act. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, and extension of the savers credit to encompass 529 contributions.
Savings Enhancement for Education in College Act
Client: COLLEGE SAVINGS FOUNDATION · Firm: DAVIS & HARMAN LLP
Proposals related to the treatment of education savings, including H.R. 529, Savings Enhancement for Education in College Act. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, and extension of the savers credit to encompass 529 contributions.
Issues related to tax incentives for retirement savings. Inquiries regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Guidance relating to public sector plan design. Proposals relating to IRS relief for disaster victims. S. 267/H.R. 677, Lifetime Income Disclosure Act. H.R. 1534, SAVE Act.
Lifetime Income Disclosure Act
Client: METROPOLITAN LIFE INSURANCE CO · Firm: DAVIS & HARMAN LLP
Proposals related to annuitization. Proposals related to longevity insurance. S.267/H.R. 677, Lifetime Income Disclosure Act. H.R.1534, SAVE Act.
Lifetime Income Disclosure Act
Client: METROPOLITAN LIFE INSURANCE CO · Firm: DAVIS & HARMAN LLP
Proposals related to annuitization. Proposals related to longevity insurance. S.267/H.R.677, Lifetime Income Disclosure Act. H.R. 1534, SAVE Act.
Lifetime Income Disclosure Act
Client: NATIONWIDE INSURANCE COMPANIES · Firm: DAVIS & HARMAN LLP
Proposals to expand retirement plan coverage, including proposals to reform the multiple employer plan rules. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Issues related to the Department of Labor's proposed regulation defining fiduciary. S. 267/H.R. 677, Lifetime Income Disclosure Act. H.R. 1534, SAVE Act.
Lifetime Income Disclosure Act
Client: METROPOLITAN LIFE INSURANCE CO · Firm: DAVIS & HARMAN LLP
Proposals related to annuitization. Proposals related to longevity insurance. S.267/H.R.677, Lifetime Income Disclosure Act. H.R. 1534, SAVE Act.
Lifetime Income Disclosure Act
Client: METROPOLITAN LIFE INSURANCE CO · Firm: DAVIS & HARMAN LLP
Proposals related to annuitization. Proposals related to longevity insurance. S.267/H.R. 677, Lifetime Income Disclosure Act. H.R.1534, SAVE Act.
Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs, and creation of new qualified retirement plans for small business, including H.R.1534, Small Businesses Add Value for Employees Act. Proposals related to stemming leakage from retirement plans through reform of plan loan rules, including, S.1121, Savings Enhancement by Alleviating Leakage in 401(k) Savings Act. Issues related to retirement target date funds. Issues related to tax incentives for retirement savings
Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Proposals relating to defined benefit plan funding. Issues related to regulations addressing liability for partial termination of defined benefit plans. Issues related to tax incentives for retirement savings. Retirement recommendations contained in the final report of the National Commission on Fiscal Responsibility and Reform. Proposals related to stemming leakage from retirement plans through reform of plan loan rules, including S. 1121, Savings Enhancement by Alleviating Leakage in 401(k) Savings Act. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals to increase PBGC premiums, including those contained in the FY 2012 Obama Administration Budget proposal. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans.
Proposals to reform 529 college savings plans, including H.R.1/S.1, the American Recovery and Reinvestment Act of 2009, and H.R.1351, the Savings Enhancement for Education in College Act.
Proposals to reform 529 college savings plans, including H.R.1/S.1, the American Recovery and Reinvestment Act of 2009, and H.R.1351, the Savings Enhancement for Education in College Act.
Proposals to reform 529 college savings plans, including H.R.1/S.1, the American Recovery and Reinvestment Act of 2009 and H.R.1351, the Savings Enhancement for Education in College Act.
Proposals to reform 529 college savings plans, including H.R.1/S.1, the American Recovery and Reinvestment Act of 2009, and H.R.1351, the Savings Enhancement for Education in College Act.
Savings Enhancement for Education in College Act
Client: COLLEGE SAVINGS FOUNDATION · Firm: DAVIS & HARMAN LLP
Proposals related to the treatment of education savings. Proposals to amend the Internal Revenue Code to exclude 529 education savings accounts from means testing. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, and extension of the savers credit to encompass 529 contributions. H.R. 1351, the Savings Enhancement for Education in College Act. H.R. 2021, Savings Recovery Act. H.R. 2500, Help Kids Save for College Act. S. 2851, to make permanent certain education tax credits, and to modify rules relating to college savings plans. H.R. 5030, College Flexibility Act. The Department of Treasury 529 study.
Savings Enhancement for Education in College Act
Client: COLLEGE SAVINGS FOUNDATION · Firm: DAVIS & HARMAN LLP
Proposals related to the treatment of education savings. Proposals to amend the Internal Revenue Code to exclude 529 education savings accounts from means testing. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, and extension of the savers credit to encompass 529 contributions. H.R. 1351, the Savings Enhancement for Education in College Act. H.R. 2021, Savings Recovery Act. H.R. 2500, Help Kids Save for College Act. S. 2851, to make permanent certain education tax credits, and to modify rules relating to college savings plans. H.R. 5030, College Flexibility Act. The Department of Treasury 529 study.
Savings Enhancement for Education in College Act
Client: COLLEGE SAVINGS FOUNDATION · Firm: DAVIS & HARMAN LLP
Proposals related to the treatment of education savings. Proposals to amend the Internal Revenue Code to exclude 529 education savings accounts from means testing. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, and extension of the savers credit to encompass 529 contributions. H.R. 1351, the Savings Enhancement for Education in College Act. H.R. 2021, Savings Recovery Act. H.R. 2500, Help Kids Save for College Act. S. 2851, to make permanent certain education tax credits, and to modify rules relating to college savings plans. H.R. 5030, College Flexibility Act. The Department of Treasury 529 study.
Savings Enhancement for Education in College Act
Client: COLLEGE SAVINGS FOUNDATION · Firm: DAVIS & HARMAN LLP
Proposals related to the treatment of education savings. Proposals to amend the Internal Revenue Code to exclude 529 education savings accounts from means testing. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, and extension of the savers credit to encompass 529 contributions. H.R. 1351, the Savings Enhancement for Education in College Act. H.R. 2021, Savings Recovery Act. H.R. 2500, Help Kids Save for College Act. H.R. 3599, The Deposit Restricted Qualified Tuition Programs Act. S. 2851, to make permanent certain education tax credits, and to modify rules relating to college savings plans. H.R. 4178, Deposit Restricted Qualified Tuition Programs Act, The Department of Treasury 529 study.
Savings for American Families' Future Act of 2009
Client: AMERICAN BENEFITS COUNCIL · Firm: DAVIS & HARMAN LLP
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, the Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010. Index fund mandate provision of H.R. 2989. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009 and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including automatic IRAs. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals relating to defined benefit plan funding, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 2021, The Savings Recovery Act, H.R. 3936, The Preserve Benefits and Jobs Act, H.R. 4213, American Jobs and Closing Loopholes Act, and H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act. H.R. 4126, the Retirement Fairness Act. Issues related to variable premium filings with the Pension Benefit Guaranty Corporation. Proposals related to the use of annuities in defined contribution plans. Proposals to allow loans from IRAs.
Savings for American Families' Future Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: DAVIS & HARMAN LLP
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, the Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010. Index fund mandate provisions of H.R. 2989. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals related to defined benefit plan funding, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 2021, The Savings Recovery Act, H.R. 3936, Preserve Benefits and Jobs Act, H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010, and H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act. H.R. 4126, Retirement Fairness Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including automatic IRAs. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Issues related to retirement target date funds. Proposals to allow Roth in-plan conversions and to create a Roth 457 feature, including those contained in H.R. 5297, the Small Business Lending Fund Act.
Proposals to reform the defined contribution plan system, including proposals related to inclusion of income options in defined contribution plans. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including automatic IRAs. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. H.R. 4126, Retirement Fairness Act.
Proposals to reform the defined contribution plan system, including proposals related to inclusion of income options in defined contribution plans. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including S. 3760 and H.R. 6099, Automatic IRA Act of 2010. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. H.R. 4126, Retirement Fairness Act.
Savings for American Families' Future Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: DAVIS & HARMAN LLP
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, the Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010. Index fund mandate provisions of H.R. 2989. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals related to defined benefit plan funding, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 2021, The Savings Recovery Act, H.R. 3936, Preserve Benefits and Jobs Act, H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010, and H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act. H.R. 4126, Retirement Fairness Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including S. 3760 and H.R. 6099, Automatic IRA Act of 2010. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Issues related to retirement target date funds. Proposals to allow Roth in-plan conversions and to create a Roth 457 feature, including those contained in H.R. 5297, the Small Business Jobs Act.
Savings for American Families' Future Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: DAVIS & HARMAN LLP
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, the Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Index fund mandate provisions of H.R. 2989. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals related to defined benefit plan funding, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 2021, The Savings Recovery Act, and H.R. 3936, Preserve Benefits and Jobs Act. H.R. 4126, Retirement Fairness Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including S. 3760 and H.R. 6099, Automatic IRA Act of 2010. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Issues related to retirement target date funds. Proposals to allow Roth in-plan conversions and to create a Roth 457 feature, including those contained in H.R. 5297, the Small Business Jobs Act. Issues related to tax incentives for retirement savings.
Savings for American Families' Future Act of 2009
Client: AMERICAN BENEFITS COUNCIL · Firm: DAVIS & HARMAN LLP
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, the Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Index fund mandate provision of H.R. 2989. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009 and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including automatic IRAs. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals relating to defined benefit plan funding, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 2021, The Savings Recovery Act, H.R. 3936, The Preserve Benefits and Jobs Act, and H.R. 4213, American Workers, State, and Business Relief Act. H.R. 4126, the Retirement Fairness Act.
Savings for American Families' Future Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: DAVIS & HARMAN LLP
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, the Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Index fund mandate provisions of H.R. 2989. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals related to defined benefit plan funding, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 2021, The Savings Recovery Act, H.R. 3936, Preserve Benefits and Jobs Act, and H.R. 4213, American Workers, State, and Business Relief Act. H.R. 4126, Retirement Fairness Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including automatic IRAs. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Issues related to retirement target date funds.
Proposals to reform the defined contribution plan system, including proposals related to inclusion of income options in defined contribution plans. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including S. 3760 and H.R. 6099, Automatic IRA Act of 2010. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. H.R. 4126, Retirement Fairness Act.
Savings for American Families' Future Act of 2009
Client: AMERICAN BENEFITS COUNCIL · Firm: DAVIS & HARMAN LLP
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, the Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Index fund mandate provision of H.R. 2989. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009 and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including S. 3760 and H.R. 6099, Automatic IRA Act. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals relating to defined benefit plan funding, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 2021, The Savings Recovery Act, H.R. 3936, The Preserve Benefits and Jobs Act, and S. 3793, Job Creation and Tax Cuts Act. H.R. 4126, the Retirement Fairness Act. Issues related to variable premium filings with the Pension Benefit Guaranty Corporation. Proposals related to the use of annuities in defined contribution plans. Proposals to allow loans from IRAs. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Proposals related to partial annuitization out of defined benefit plans. Issues related to regulations addressing liability for partial termination of defined benefit plans. Issues related to tax incentives for retirement savings. Guidance related to the definition of fiduciary for investment advice purposes. Retirement recommendations contained in the final report of the National Commission on Fiscal Responsibility and Reform.
Savings for American Families' Future Act of 2009
Client: AMERICAN BENEFITS COUNCIL · Firm: DAVIS & HARMAN LLP
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, the Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 4213, The American Jobs and Closing Tax Loopholes Act of 2010. Index fund mandate provision of H.R. 2989. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009 and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including S. 3760 and H.R. 6099, Automatic IRA Act. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals relating to defined benefit plan funding, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 2021, The Savings Recovery Act, H.R. 3936, The Preserve Benefits and Jobs Act, H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act, and S. 3793, Job Creation and Tax Cuts Act. H.R. 4126, the Retirement Fairness Act. Issues related to variable premium filings with the Pension Benefit Guaranty Corporation. Proposals related to the use of annuities in defined contribution plans. Proposals to allow loans from IRAs. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Proposals related to partial annuitization out of defined benefit plans. Issues related to regulations addressing liability for partial termination of defined benefit plans. Issues related to tax incentives for retirement savings.
Proposals to reform the defined contribution plan system, including proposals related to inclusion of income options in defined contribution plans. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including automatic IRAs. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. H.R. 4126, Retirement Fairness Act.
401(k) Fair Disclosure for Retirement Security Act of 2009
Client: BUSINESS ROUNDTABLE · Firm: DAVIS & HARMAN LLP
Proposals relating to defined benefit plan funding and treatment of hybrid plans. H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010. H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act. Proposals relating to the treatment of employer-provided employee benefit plans. H.R. 2021, Savings Recovery Act. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010. H.R. 3936, Preserve Benefits and Jobs Act.
401(k) Fair Disclosure for Retirement Security Act of 2009
Client: VANGUARD GROUP · Firm: DAVIS & HARMAN LLP
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan fee Transparency Act, H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010. Index fund mandate provisions of H.R. 2989. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including automatic IRAs. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs, and creation of new qualified retirement plans for small business, including H.R. 4742, the Small Businesses Add Value for Employees Act. Issues related to retirement target date funds. H.R. 4126, the Retirement Fairness Act.
401(k) Fair Disclosure for Retirement Security Act of 2009
Client: PRINCIPAL LIFE INSURANCE COMPANY · Firm: DAVIS & HARMAN LLP
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including S. 3760 and H.R. 6099, Automatic IRA Act of 2010. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals related to defined benefit plan funding, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 3936, Preserve Benefits and Jobs Act. H.R. 4126, Retirement Fairness Act. Issues related to variable premium filings with the Pension Benefit Guaranty Corporation. Issues related to tax incentives for retirement savings.
401(k) Fair Disclosure for Retirement Security Act of 2009
Client: TIAA · Firm: DAVIS & HARMAN LLP
Proposals to reform the defined contribution plan system, including proposals related to inclusion of income options in defined contribution plans. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including automatic IRAs. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. H.R. 4126, Retirement Fairness Act.
401(k) Fair Disclosure for Retirement Security Act of 2009
Client: BUSINESS ROUNDTABLE · Firm: DAVIS & HARMAN LLP
Proposals relating to defined benefit plan funding and treatment of hybrid plans. H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act. Proposals relating to the treatment of employer-provided employee benefit plans. H.R. 2021, Savings Recovery Act. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 3936, Preserve Benefits and Jobs Act.
401(k) Fair Disclosure for Retirement Security Act of 2009
Client: BUSINESS ROUNDTABLE · Firm: DAVIS & HARMAN LLP
Proposals relating to defined benefit plan funding and treatment of hybrid plans. H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act. Proposals relating to the treatment of employer-provided employee benefit plans. H.R. 2021, Savings Recovery Act. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. H.R. 3936, Preserve Benefits and Jobs Act.
401(k) Fair Disclosure for Retirement Security Act of 2009
Client: AMERICAN BENEFITS COUNCIL · Firm: DAVIS & HARMAN LLP
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, the Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010. Index fund mandate provision of H.R. 2989. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009 and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including automatic IRAs. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals relating to defined benefit plan funding, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 2021, The Savings Recovery Act, H.R. 3936, The Preserve Benefits and Jobs Act, H.R. 4213, American Jobs and Closing Loopholes Act, and H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act. H.R. 4126, the Retirement Fairness Act. Issues related to variable premium filings with the Pension Benefit Guaranty Corporation. Proposals related to the use of annuities in defined contribution plans. Proposals to allow loans from IRAs.
401(k) Fair Disclosure for Retirement Security Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: DAVIS & HARMAN LLP
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, the Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Index fund mandate provisions of H.R. 2989. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals related to defined benefit plan funding, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 2021, The Savings Recovery Act, and H.R. 3936, Preserve Benefits and Jobs Act. H.R. 4126, Retirement Fairness Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including S. 3760 and H.R. 6099, Automatic IRA Act of 2010. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Issues related to retirement target date funds. Proposals to allow Roth in-plan conversions and to create a Roth 457 feature, including those contained in H.R. 5297, the Small Business Jobs Act. Issues related to tax incentives for retirement savings.
401(k) Fair Disclosure for Retirement Security Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: DAVIS & HARMAN LLP
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, the Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010. Index fund mandate provisions of H.R. 2989. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals related to defined benefit plan funding, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 2021, The Savings Recovery Act, H.R. 3936, Preserve Benefits and Jobs Act, H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010, and H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act. H.R. 4126, Retirement Fairness Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including S. 3760 and H.R. 6099, Automatic IRA Act of 2010. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Issues related to retirement target date funds. Proposals to allow Roth in-plan conversions and to create a Roth 457 feature, including those contained in H.R. 5297, the Small Business Jobs Act.
401(k) Fair Disclosure for Retirement Security Act of 2009
Client: TRANSAMERICA LIFE INSURANCE COMPANY · Firm: DAVIS & HARMAN LLP
Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, The Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to reform the defined contribution plan system. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including auto IRAs. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals to reform the multiple employer plan rules.
401(k) Fair Disclosure for Retirement Security Act of 2009
Client: TIAA · Firm: DAVIS & HARMAN LLP
Proposals to reform the defined contribution plan system, including proposals related to inclusion of income options in defined contribution plans. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including S. 3760 and H.R. 6099, Automatic IRA Act of 2010. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. H.R. 4126, Retirement Fairness Act.
401(k) Fair Disclosure for Retirement Security Act of 2009
Client: TRANSAMERICA LIFE INSURANCE COMPANY · Firm: DAVIS & HARMAN LLP
Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, The Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act and H.R. 4213, New American Jobs and Closing Loopholes Act. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to reform the defined contribution plan system. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including auto IRAs. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals to reform the multiple employer plan rules.
401(k) Fair Disclosure for Retirement Security Act of 2009
Client: PRINCIPAL LIFE INSURANCE COMPANY · Firm: DAVIS & HARMAN LLP
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including automatic IRAs. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals related to defined benefit plan funding, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 3936, Preserve Benefits and Jobs Act, H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010, and H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act. H.R. 4126, Retirement Fairness Act. Issues related to variable premium filings with the Pension Benefit Guaranty Corporaton.
401(k) Fair Disclosure for Retirement Security Act of 2009
Client: TIAA · Firm: DAVIS & HARMAN LLP
Proposals to reform the defined contribution plan system, including proposals related to inclusion of income options in defined contribution plans. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including automatic IRAs. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. H.R. 4126, Retirement Fairness Act.
401(k) Fair Disclosure for Retirement Security Act of 2009
Client: AMERICAN BENEFITS COUNCIL · Firm: DAVIS & HARMAN LLP
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, the Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Index fund mandate provision of H.R. 2989. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009 and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including automatic IRAs. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals relating to defined benefit plan funding, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 2021, The Savings Recovery Act, H.R. 3936, The Preserve Benefits and Jobs Act, and H.R. 4213, American Workers, State, and Business Relief Act. H.R. 4126, the Retirement Fairness Act.
401(k) Fair Disclosure for Retirement Security Act of 2009
Client: BUSINESS ROUNDTABLE · Firm: DAVIS & HARMAN LLP
Proposals relating to defined benefit plan funding and treatment of hybrid plans. Proposals relating to the treatment of employer-provided employee benefit plans. H.R. 2021, Savings Recovery Act. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 3936, Preserve Benefits and Jobs Act.
401(k) Fair Disclosure for Retirement Security Act of 2009
Client: BUSINESS ROUNDTABLE · Firm: DAVIS & HARMAN LLP
Proposals relating to defined benefit plan funding and treatment of hybrid plans. Proposals relating to the treatment of employer-provided employee benefit plans. H.R. 2021, Savings Recovery Act. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 3936, Preserve Benefits and Jobs Act.
401(k) Fair Disclosure for Retirement Security Act of 2009
Client: PRINCIPAL LIFE INSURANCE COMPANY · Firm: DAVIS & HARMAN LLP
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including automatic IRAs. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals related to defined benefit plan funding, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 3936, Preserve Benefits and Jobs Act, and H.R. 4213, American Workers, State, and Business Relief Act. H.R. 4126, Retirement Fairness Act.
401(k) Fair Disclosure for Retirement Security Act of 2009
Client: AMERICAN BENEFITS COUNCIL · Firm: DAVIS & HARMAN LLP
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, the Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 4213, The American Jobs and Closing Tax Loopholes Act of 2010. Index fund mandate provision of H.R. 2989. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009 and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including S. 3760 and H.R. 6099, Automatic IRA Act. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals relating to defined benefit plan funding, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 2021, The Savings Recovery Act, H.R. 3936, The Preserve Benefits and Jobs Act, H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act, and S. 3793, Job Creation and Tax Cuts Act. H.R. 4126, the Retirement Fairness Act. Issues related to variable premium filings with the Pension Benefit Guaranty Corporation. Proposals related to the use of annuities in defined contribution plans. Proposals to allow loans from IRAs. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Proposals related to partial annuitization out of defined benefit plans. Issues related to regulations addressing liability for partial termination of defined benefit plans. Issues related to tax incentives for retirement savings.
401(k) Fair Disclosure for Retirement Security Act of 2009
Client: TRANSAMERICA LIFE INSURANCE COMPANY · Firm: DAVIS & HARMAN LLP
Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, The Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 4213, New American Jobs and Closing Loopholes Act. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to reform the defined contribution plan system. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including auto IRAs. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals to reform the multiple employer plan rules.
401(k) Fair Disclosure for Retirement Security Act of 2009
Client: VANGUARD GROUP · Firm: DAVIS & HARMAN LLP
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010. Index fund mandate provisions of H.R. 2989. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to reform the defined contribution plan system. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including S. 3760 and H.R. 6099, Automatic IRA Act of 2010. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs, and creation of new qualified retirement plans for small business, including H.R. 4742, the Small Businesses Add Value for Employees Act. H.R. 4126, the Retirement Fairness Act. Issues related to retirement target date funds. Issues related to tax incentives for retirement savings. Proposals related to stemming leakage from retirement plans.
401(k) Fair Disclosure for Retirement Security Act of 2009
Client: TIAA · Firm: DAVIS & HARMAN LLP
Proposals to reform the defined contribution plan system, including proposals related to inclusion of income options in defined contribution plans. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including S. 3760 and H.R. 6099, Automatic IRA Act of 2010. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. H.R. 4126, Retirement Fairness Act.
401(k) Fair Disclosure for Retirement Security Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: DAVIS & HARMAN LLP
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, the Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010. Index fund mandate provisions of H.R. 2989. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals related to defined benefit plan funding, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 2021, The Savings Recovery Act, H.R. 3936, Preserve Benefits and Jobs Act, H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010, and H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act. H.R. 4126, Retirement Fairness Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including automatic IRAs. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Issues related to retirement target date funds. Proposals to allow Roth in-plan conversions and to create a Roth 457 feature, including those contained in H.R. 5297, the Small Business Lending Fund Act.
401(k) Fair Disclosure for Retirement Security Act of 2009
Client: AMERICAN BENEFITS COUNCIL · Firm: DAVIS & HARMAN LLP
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, the Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Index fund mandate provision of H.R. 2989. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009 and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including S. 3760 and H.R. 6099, Automatic IRA Act. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals relating to defined benefit plan funding, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 2021, The Savings Recovery Act, H.R. 3936, The Preserve Benefits and Jobs Act, and S. 3793, Job Creation and Tax Cuts Act. H.R. 4126, the Retirement Fairness Act. Issues related to variable premium filings with the Pension Benefit Guaranty Corporation. Proposals related to the use of annuities in defined contribution plans. Proposals to allow loans from IRAs. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Proposals related to partial annuitization out of defined benefit plans. Issues related to regulations addressing liability for partial termination of defined benefit plans. Issues related to tax incentives for retirement savings. Guidance related to the definition of fiduciary for investment advice purposes. Retirement recommendations contained in the final report of the National Commission on Fiscal Responsibility and Reform.
401(k) Fair Disclosure for Retirement Security Act of 2009
Client: BUSINESS ROUNDTABLE · Firm: DAVIS & HARMAN LLP
Proposals relating to defined benefit plan funding and treatment of hybrid plans. Proposals relating to the treatment of employer-provided employee benefit plans. H.R. 2021, Savings Recovery Act. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. H.R. 3936, Preserve Benefits and Jobs Act.
401(k) Fair Disclosure for Retirement Security Act of 2009
Client: TRANSAMERICA LIFE INSURANCE COMPANY · Firm: DAVIS & HARMAN LLP
Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, The Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to reform the defined contribution plan system. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including S. 3760 and H.R. 6099, Automatic IRA Act of 2010. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals to reform the multiple employer plan rules. Guidance related to nondiscrimination rules for defined contribution plan annuity investment products.
401(k) Fair Disclosure for Retirement Security Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: DAVIS & HARMAN LLP
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, the Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Index fund mandate provisions of H.R. 2989. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals related to defined benefit plan funding, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 2021, The Savings Recovery Act, H.R. 3936, Preserve Benefits and Jobs Act, and H.R. 4213, American Workers, State, and Business Relief Act. H.R. 4126, Retirement Fairness Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including automatic IRAs. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Issues related to retirement target date funds.
401(k) Fair Disclosure for Retirement Security Act of 2009
Client: TRANSAMERICA LIFE INSURANCE COMPANY · Firm: DAVIS & HARMAN LLP
Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, The Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to reform the defined contribution plan system. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including S. 3760 and H.R. 6099, Automatic IRA Act of 2010. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals to reform the multiple employer plan rules.
401(k) Fair Disclosure for Retirement Security Act of 2009
Client: VANGUARD GROUP · Firm: DAVIS & HARMAN LLP
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan fee Transparency Act, H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010. Index fund mandate provisions of H.R. 2989. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including S. 3760 and H.R. 6099, Automatic IRA Act of 2010. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs, and creation of new qualified retirement plans for small business, including H.R. 4742, the Small Businesses Add Value for Employees Act. Issues related to retirement target date funds. H.R. 4126, the Retirement Fairness Act.
401(k) Fair Disclosure for Retirement Security Act of 2009
Client: VANGUARD GROUP · Firm: DAVIS & HARMAN LLP
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Index fund mandate provisions of H.R. 2989. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to reform the defined contribution plan system. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including automatic IRAs. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs, and creation of new qualified retirement plans for small business, including H.R. 4742, the Small Businesses Add Value for Employees Act. Issues related to retirement target date funds. H.R. 4126, the Retirement Fairness Act.
401(k) Fair Disclosure for Retirement Security Act of 2009
Client: PRINCIPAL LIFE INSURANCE COMPANY · Firm: DAVIS & HARMAN LLP
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including S. 3760 and H.R. 6099, Automatic IRA Act of 2010. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals related to defined benefit plan funding, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 3936, Preserve Benefits and Jobs Act, H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010, and H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act. H.R. 4126, Retirement Fairness Act. Issues related to variable premium filings with the Pension Benefit Guaranty Corporation.
401(k) Fair Disclosure for Retirement Security Act of 2009
Client: BUSINESS ROUNDTABLE · Firm: DAVIS & HARMAN LLP
Proposals relating to defined benefit plan funding and treatment of hybrid plans. Proposals relating to the treatment of employer-provided employee benefit plans. H.R. 2021, Savings Recovery Act. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 3936, Preserve Benefits and Jobs Act.
401(k) Fair Disclosure for Retirement Security Act of 2009
Client: BUSINESS ROUNDTABLE · Firm: DAVIS & HARMAN LLP
Proposals relating to defined benefit plan funding and treatment of hybrid plans. H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010. H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act. Proposals relating to the treatment of employer-provided employee benefit plans. H.R. 2021, Savings Recovery Act. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010. H.R. 3936, Preserve Benefits and Jobs Act.
Conflicted Investment Advice Prohibition Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: DAVIS & HARMAN LLP
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, the Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Index fund mandate provisions of H.R. 2989. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals related to defined benefit plan funding, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 2021, The Savings Recovery Act, and H.R. 3936, Preserve Benefits and Jobs Act. H.R. 4126, Retirement Fairness Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including S. 3760 and H.R. 6099, Automatic IRA Act of 2010. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Issues related to retirement target date funds. Proposals to allow Roth in-plan conversions and to create a Roth 457 feature, including those contained in H.R. 5297, the Small Business Jobs Act. Issues related to tax incentives for retirement savings.
Conflicted Investment Advice Prohibition Act of 2009
Client: TRANSAMERICA LIFE INSURANCE COMPANY · Firm: DAVIS & HARMAN LLP
Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, The Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act and H.R. 4213, New American Jobs and Closing Loopholes Act. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to reform the defined contribution plan system. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including auto IRAs. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals to reform the multiple employer plan rules.
Conflicted Investment Advice Prohibition Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: DAVIS & HARMAN LLP
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, the Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010. Index fund mandate provisions of H.R. 2989. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals related to defined benefit plan funding, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 2021, The Savings Recovery Act, H.R. 3936, Preserve Benefits and Jobs Act, H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010, and H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act. H.R. 4126, Retirement Fairness Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including automatic IRAs. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Issues related to retirement target date funds. Proposals to allow Roth in-plan conversions and to create a Roth 457 feature, including those contained in H.R. 5297, the Small Business Lending Fund Act.
Conflicted Investment Advice Prohibition Act of 2009
Client: TIAA · Firm: DAVIS & HARMAN LLP
Proposals to reform the defined contribution plan system, including proposals related to inclusion of income options in defined contribution plans. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including automatic IRAs. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. H.R. 4126, Retirement Fairness Act.
Conflicted Investment Advice Prohibition Act of 2009
Client: PRINCIPAL LIFE INSURANCE COMPANY · Firm: DAVIS & HARMAN LLP
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including automatic IRAs. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals related to defined benefit plan funding, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 3936, Preserve Benefits and Jobs Act, and H.R. 4213, American Workers, State, and Business Relief Act. H.R. 4126, Retirement Fairness Act.
Conflicted Investment Advice Prohibition Act of 2009
Client: PRINCIPAL LIFE INSURANCE COMPANY · Firm: DAVIS & HARMAN LLP
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including automatic IRAs. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals related to defined benefit plan funding, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 3936, Preserve Benefits and Jobs Act, H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010, and H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act. H.R. 4126, Retirement Fairness Act. Issues related to variable premium filings with the Pension Benefit Guaranty Corporaton.
Conflicted Investment Advice Prohibition Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: DAVIS & HARMAN LLP
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, the Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Index fund mandate provisions of H.R. 2989. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals related to defined benefit plan funding, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 2021, The Savings Recovery Act, H.R. 3936, Preserve Benefits and Jobs Act, and H.R. 4213, American Workers, State, and Business Relief Act. H.R. 4126, Retirement Fairness Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including automatic IRAs. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Issues related to retirement target date funds.
Conflicted Investment Advice Prohibition Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: DAVIS & HARMAN LLP
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, the Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010. Index fund mandate provisions of H.R. 2989. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals related to defined benefit plan funding, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 2021, The Savings Recovery Act, H.R. 3936, Preserve Benefits and Jobs Act, H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010, and H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act. H.R. 4126, Retirement Fairness Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including S. 3760 and H.R. 6099, Automatic IRA Act of 2010. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Issues related to retirement target date funds. Proposals to allow Roth in-plan conversions and to create a Roth 457 feature, including those contained in H.R. 5297, the Small Business Jobs Act.
Conflicted Investment Advice Prohibition Act of 2009
Client: VANGUARD GROUP · Firm: DAVIS & HARMAN LLP
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan fee Transparency Act, H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010. Index fund mandate provisions of H.R. 2989. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including S. 3760 and H.R. 6099, Automatic IRA Act of 2010. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs, and creation of new qualified retirement plans for small business, including H.R. 4742, the Small Businesses Add Value for Employees Act. Issues related to retirement target date funds. H.R. 4126, the Retirement Fairness Act.
Conflicted Investment Advice Prohibition Act of 2009
Client: AMERICAN BENEFITS COUNCIL · Firm: DAVIS & HARMAN LLP
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, the Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010. Index fund mandate provision of H.R. 2989. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009 and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including automatic IRAs. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals relating to defined benefit plan funding, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 2021, The Savings Recovery Act, H.R. 3936, The Preserve Benefits and Jobs Act, H.R. 4213, American Jobs and Closing Loopholes Act, and H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act. H.R. 4126, the Retirement Fairness Act. Issues related to variable premium filings with the Pension Benefit Guaranty Corporation. Proposals related to the use of annuities in defined contribution plans. Proposals to allow loans from IRAs.
Conflicted Investment Advice Prohibition Act of 2009
Client: VANGUARD GROUP · Firm: DAVIS & HARMAN LLP
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Index fund mandate provisions of H.R. 2989. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to reform the defined contribution plan system. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including automatic IRAs. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs, and creation of new qualified retirement plans for small business, including H.R. 4742, the Small Businesses Add Value for Employees Act. Issues related to retirement target date funds. H.R. 4126, the Retirement Fairness Act.
Conflicted Investment Advice Prohibition Act of 2009
Client: TIAA · Firm: DAVIS & HARMAN LLP
Proposals to reform the defined contribution plan system, including proposals related to inclusion of income options in defined contribution plans. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including automatic IRAs. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. H.R. 4126, Retirement Fairness Act.
Conflicted Investment Advice Prohibition Act of 2009
Client: TIAA · Firm: DAVIS & HARMAN LLP
Proposals to reform the defined contribution plan system, including proposals related to inclusion of income options in defined contribution plans. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including S. 3760 and H.R. 6099, Automatic IRA Act of 2010. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. H.R. 4126, Retirement Fairness Act.
Conflicted Investment Advice Prohibition Act of 2009
Client: PRINCIPAL LIFE INSURANCE COMPANY · Firm: DAVIS & HARMAN LLP
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including S. 3760 and H.R. 6099, Automatic IRA Act of 2010. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals related to defined benefit plan funding, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 3936, Preserve Benefits and Jobs Act, H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010, and H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act. H.R. 4126, Retirement Fairness Act. Issues related to variable premium filings with the Pension Benefit Guaranty Corporation.
Conflicted Investment Advice Prohibition Act of 2009
Client: AMERICAN BENEFITS COUNCIL · Firm: DAVIS & HARMAN LLP
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, the Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Index fund mandate provision of H.R. 2989. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009 and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including automatic IRAs. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals relating to defined benefit plan funding, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 2021, The Savings Recovery Act, H.R. 3936, The Preserve Benefits and Jobs Act, and H.R. 4213, American Workers, State, and Business Relief Act. H.R. 4126, the Retirement Fairness Act.
Conflicted Investment Advice Prohibition Act of 2009
Client: VANGUARD GROUP · Firm: DAVIS & HARMAN LLP
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan fee Transparency Act, H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010. Index fund mandate provisions of H.R. 2989. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including automatic IRAs. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs, and creation of new qualified retirement plans for small business, including H.R. 4742, the Small Businesses Add Value for Employees Act. Issues related to retirement target date funds. H.R. 4126, the Retirement Fairness Act.
Conflicted Investment Advice Prohibition Act of 2009
Client: TRANSAMERICA LIFE INSURANCE COMPANY · Firm: DAVIS & HARMAN LLP
Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, The Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to reform the defined contribution plan system. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including S. 3760 and H.R. 6099, Automatic IRA Act of 2010. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals to reform the multiple employer plan rules. Guidance related to nondiscrimination rules for defined contribution plan annuity investment products.
Conflicted Investment Advice Prohibition Act of 2009
Client: TIAA · Firm: DAVIS & HARMAN LLP
Proposals to reform the defined contribution plan system, including proposals related to inclusion of income options in defined contribution plans. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including S. 3760 and H.R. 6099, Automatic IRA Act of 2010. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. H.R. 4126, Retirement Fairness Act.
Conflicted Investment Advice Prohibition Act of 2009
Client: PRINCIPAL LIFE INSURANCE COMPANY · Firm: DAVIS & HARMAN LLP
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including S. 3760 and H.R. 6099, Automatic IRA Act of 2010. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals related to defined benefit plan funding, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 3936, Preserve Benefits and Jobs Act. H.R. 4126, Retirement Fairness Act. Issues related to variable premium filings with the Pension Benefit Guaranty Corporation. Issues related to tax incentives for retirement savings.
Conflicted Investment Advice Prohibition Act of 2009
Client: AMERICAN BENEFITS COUNCIL · Firm: DAVIS & HARMAN LLP
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, the Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 4213, The American Jobs and Closing Tax Loopholes Act of 2010. Index fund mandate provision of H.R. 2989. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009 and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including S. 3760 and H.R. 6099, Automatic IRA Act. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals relating to defined benefit plan funding, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 2021, The Savings Recovery Act, H.R. 3936, The Preserve Benefits and Jobs Act, H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act, and S. 3793, Job Creation and Tax Cuts Act. H.R. 4126, the Retirement Fairness Act. Issues related to variable premium filings with the Pension Benefit Guaranty Corporation. Proposals related to the use of annuities in defined contribution plans. Proposals to allow loans from IRAs. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Proposals related to partial annuitization out of defined benefit plans. Issues related to regulations addressing liability for partial termination of defined benefit plans. Issues related to tax incentives for retirement savings.
Conflicted Investment Advice Prohibition Act of 2009
Client: TRANSAMERICA LIFE INSURANCE COMPANY · Firm: DAVIS & HARMAN LLP
Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, The Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to reform the defined contribution plan system. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including auto IRAs. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals to reform the multiple employer plan rules.
Conflicted Investment Advice Prohibition Act of 2009
Client: TRANSAMERICA LIFE INSURANCE COMPANY · Firm: DAVIS & HARMAN LLP
Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, The Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 4213, New American Jobs and Closing Loopholes Act. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to reform the defined contribution plan system. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including auto IRAs. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals to reform the multiple employer plan rules.
Conflicted Investment Advice Prohibition Act of 2009
Client: TRANSAMERICA LIFE INSURANCE COMPANY · Firm: DAVIS & HARMAN LLP
Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, The Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to reform the defined contribution plan system. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including S. 3760 and H.R. 6099, Automatic IRA Act of 2010. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals to reform the multiple employer plan rules.
Conflicted Investment Advice Prohibition Act of 2009
Client: VANGUARD GROUP · Firm: DAVIS & HARMAN LLP
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010. Index fund mandate provisions of H.R. 2989. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to reform the defined contribution plan system. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including S. 3760 and H.R. 6099, Automatic IRA Act of 2010. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs, and creation of new qualified retirement plans for small business, including H.R. 4742, the Small Businesses Add Value for Employees Act. H.R. 4126, the Retirement Fairness Act. Issues related to retirement target date funds. Issues related to tax incentives for retirement savings. Proposals related to stemming leakage from retirement plans.
Conflicted Investment Advice Prohibition Act of 2009
Client: AMERICAN BENEFITS COUNCIL · Firm: DAVIS & HARMAN LLP
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, the Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Index fund mandate provision of H.R. 2989. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009 and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including S. 3760 and H.R. 6099, Automatic IRA Act. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals relating to defined benefit plan funding, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 2021, The Savings Recovery Act, H.R. 3936, The Preserve Benefits and Jobs Act, and S. 3793, Job Creation and Tax Cuts Act. H.R. 4126, the Retirement Fairness Act. Issues related to variable premium filings with the Pension Benefit Guaranty Corporation. Proposals related to the use of annuities in defined contribution plans. Proposals to allow loans from IRAs. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Proposals related to partial annuitization out of defined benefit plans. Issues related to regulations addressing liability for partial termination of defined benefit plans. Issues related to tax incentives for retirement savings. Guidance related to the definition of fiduciary for investment advice purposes. Retirement recommendations contained in the final report of the National Commission on Fiscal Responsibility and Reform.
Savings Recovery Act of 2009
Client: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · Firm: DAVIS & HARMAN LLP
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, the Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Index fund mandate provisions of H.R. 2989. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals related to defined benefit plan funding, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 2021, The Savings Recovery Act, and H.R. 3936, Preserve Benefits and Jobs Act. H.R. 4126, Retirement Fairness Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including S. 3760 and H.R. 6099, Automatic IRA Act of 2010. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Issues related to retirement target date funds. Proposals to allow Roth in-plan conversions and to create a Roth 457 feature, including those contained in H.R. 5297, the Small Business Jobs Act. Issues related to tax incentives for retirement savings.
Proposals related to the treatment of education savings. Proposals to amend the Internal Revenue Code to exclude 529 education savings accounts from means testing. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, and extension of the savers credit to encompass 529 contributions. H.R. 1351, the Savings Enhancement for Education in College Act. H.R. 2021, Savings Recovery Act. H.R. 2500, Help Kids Save for College Act. S. 2851, to make permanent certain education tax credits, and to modify rules relating to college savings plans. H.R. 5030, College Flexibility Act. The Department of Treasury 529 study.
Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Proposals related to defined benefit plan funding, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 2021, the Savings Recovery Act, H.R. 3936, Preserve Benefits and Jobs Act, H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010, H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act, and H.R. 3793, Jobs Creation and Tax Cuts Act. Issues related to variable premium filings with the Pension Benefit Guaranty Corporation. Issues related to public availability of Form 5500 data.
BROKER/DEALER COORDINATION GROUP via DAVIS & HARMAN LLP
2011 · second_quarter · Q2
Issues related to the effect of the Department of Labor's fiduciary definition regulaton on broker/dealers and their customers and coordination of such regulation with possible SEC action on broker/dealer standard of care.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of, White House Office
WILLIS NORTH AMERICA INC via DAVIS & HARMAN LLP
2011 · second_quarter · Q2
Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2011 · second_quarter · Q2
Issues related to tax incentives for retirement savings. Inquiries regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system. Guidance relating to public sector plan design. Proposals relating to IRS relief for disaster victims. S. 267/H.R. 677, Lifetime Income Disclosure Act. H.R. 1534, SAVE Act.
Proposals related to the tax treatment of domestic partner health benefits.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
PRINCIPAL LIFE INSURANCE COMPANY via DAVIS & HARMAN LLP
2011 · second_quarter · Q2
Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
NATIONWIDE INSURANCE COMPANIES via DAVIS & HARMAN LLP
2011 · second_quarter · Q2
Proposals to modify the dividends received deduction for life insurance separate accounts and the interest expense disallowance for corporate-owned life insurance policies, including proposals in the President's FY 2012 budget. Proposals related to the tax treatment of domestic partner health benefits.
Proposals to expand retirement plan coverage, including proposals to reform the multiple employer plan rules. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Issues related to the Department of Labor's proposed regulation defining fiduciary. S. 267/H.R. 677, Lifetime Income Disclosure Act. H.R. 1534, SAVE Act.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
MUTUAL OF OMAHA INSURANCE COMPANIES via DAVIS & HARMAN LLP
2011 · second_quarter · Q2
Proposals related to long-term care insurance. Proposals related to retirement issues.
Proposals related to health care reform.
Filing targets: HOUSE OF REPRESENTATIVES
METROPOLITAN LIFE INSURANCE CO via DAVIS & HARMAN LLP
2011 · second_quarter · Q2
Proposals related to annuitization. Proposals related to longevity insurance. S.267/H.R. 677, Lifetime Income Disclosure Act. H.R.1534, SAVE Act.
Proposals related to annuitization. Proposals related to longevity insurance. S.267/H.R.677, Lifetime Income Disclosure Act. H.R. 1534, SAVE Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY via DAVIS & HARMAN LLP
2011 · second_quarter · Q2
Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Issues related to retirement target date funds. Issues related to tax incentives for retirement savings. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals related to tax relief for disaster victims.
Proposals related to the tax treatment of domestic partner benefits.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL)
HUMAN RIGHTS CAMPAIGN via DAVIS & HARMAN LLP
2011 · second_quarter · Q2
Proposals related to the tax treatment of domestic partner health benefits, including H.R. 2088/S/1171, Tax Parity for Health Plan Beneficiaries.
Proposals related to the tax treatment of domestic partner health benefits, including H.R. 2088/S/1171, Tax Parity for Health Plan Beneficiaries.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COLLEGE SAVINGS FOUNDATION via DAVIS & HARMAN LLP
2011 · second_quarter · Q2
Proposals related to Deposit Restricted Qualified Tuition Programs.
Proposals related to the treatment of education savings, including H.R. 529, Savings Enhancement for Education in College Act. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, and extension of the savers credit to encompass 529 contributions.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
BUSINESS ROUNDTABLE via DAVIS & HARMAN LLP
2011 · second_quarter · Q2
Proposals relating to defined benefit plan funding and treatment of hybrid plans. Proposals relating to the treatment of employer-provided employee benefit plans. Proposals related to defined contribution plan fees and fee disclosure practices. Proposals related to increased PBGC premiums, including those contained in the FY 2012 Obama Administration Budget.
Proposals relating to defined benefit plan funding and treatment of hybrid plans. Proposals relating to the treatment of employer-provided employee benefit plans.
Filing targets: HOUSE OF REPRESENTATIVES, Pension Benefit Guaranty Corporation (PBGC), SENATE, White House Office
AMERICAN BENEFITS COUNCIL via DAVIS & HARMAN LLP
2011 · second_quarter · Q2
Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Proposals relating to defined benefit plan funding. Issues related to regulations addressing liability for partial termination of defined benefit plans. Issues related to tax incentives for retirement savings. Retirement recommendations contained in the final report of the National Commission on Fiscal Responsibility and Reform. Proposals related to stemming leakage from retirement plans through reform of plan loan rules, including S. 1121, Savings Enhancement by Alleviating Leakage in 401(k) Savings Act. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals to increase PBGC premiums, including those contained in the FY 2012 Obama Administration Budget proposal. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans.
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of, White House Office
LINCOLN NATIONAL CORPORATION via DAVIS & HARMAN LLP
2011 · second_quarter · Q2
Comprehensive pension and retirement savings legislation.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
TRANSAMERICA LIFE INSURANCE COMPANY via DAVIS & HARMAN LLP
2011 · second_quarter · Q2
Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Proposals to reform the multiple employer plan rules. Guidance related to nondiscrimination rules for defined contribution plan annuity investment products. Issues related to tax incentives for retirement savings. Issues related to the Department of Labor's proposed regulation defning fiduciary.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
VANGUARD GROUP via DAVIS & HARMAN LLP
2011 · second_quarter · Q2
Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs, and creation of new qualified retirement plans for small business, including H.R.1534, Small Businesses Add Value for Employees Act. Proposals related to stemming leakage from retirement plans through reform of plan loan rules, including, S.1121, Savings Enhancement by Alleviating Leakage in 401(k) Savings Act. Issues related to retirement target date funds. Issues related to tax incentives for retirement savings
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
LINCOLN NATIONAL CORPORATION via DAVIS & HARMAN LLP
2011 · first_quarter · Q1
Comprehensive pension and retirement savings legislation.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY via DAVIS & HARMAN LLP
2011 · first_quarter · Q1
Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Issues related to retirement target date funds. Issues related to tax incentives for retirement savings. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes.
Proposals related to the tax treatment of domestic partner benefits.
Filing targets: HOUSE OF REPRESENTATIVES
2011 · first_quarter · Q1
Proposals related to the tax treatment of domestic partner health benefits.
Issues related to tax incentives for retirement savings. Inquiries regarding investment offerings in defined contribution plans.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AMERICAN BENEFITS COUNCIL via DAVIS & HARMAN LLP
2011 · first_quarter · Q1
Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Proposals relating to defined benefit plan funding. Issues related to regulations addressing liability for partial termination of defined benefit plans. Issues related to tax incentives for retirement savings. Retirement recommendations contained in the final report of the National Commission on Fiscal Responsibility and Reform. Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals to increase PBGC premiums, including those contained in the FY 2012 Obama Administration Budget proposal. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans.
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
PRINCIPAL LIFE INSURANCE COMPANY via DAVIS & HARMAN LLP
2011 · first_quarter · Q1
Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
METROPOLITAN LIFE INSURANCE CO via DAVIS & HARMAN LLP
2011 · first_quarter · Q1
Proposals related to annuitization. Proposals related to longevity insurance. S. 267, Lifetime Income Disclosure Act.
Proposals related to annuitization. Proposals related to longevity insurance. S. 267, Lifetime Income Disclosure Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
WILLIS NORTH AMERICA INC via DAVIS & HARMAN LLP
2011 · first_quarter · Q1
Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans.
Filing targets: HOUSE OF REPRESENTATIVES
BROKER/DEALER COORDINATION GROUP via DAVIS & HARMAN LLP
2011 · first_quarter · Q1
Issues related to the effect of the Department of Labor's fiduciary definition regulaton on broker/dealers and their customers and coordination of such regulation with possible SEC action on broker/dealer standard of care.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
MUTUAL OF OMAHA INSURANCE COMPANIES via DAVIS & HARMAN LLP
2011 · first_quarter · Q1
Proposals related to long-term care insurance.
Proposals related to health care reform.
COLLEGE SAVINGS FOUNDATION via DAVIS & HARMAN LLP
2011 · first_quarter · Q1
Proposals related to Deposit Restricted Qualified Tuition Programs.
Proposals related to the treatment of education savings, including H.R. 529, Savings Enhancement for Education in College Act. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, and extension of the savers credit to encompass 529 contributions.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
BUSINESS ROUNDTABLE via DAVIS & HARMAN LLP
2011 · first_quarter · Q1
Proposals relating to defined benefit plan funding and treatment of hybrid plans. Proposals relating to the treatment of employer-provided employee benefit plans.
Proposals relating to defined benefit plan funding and treatment of hybrid plans. Proposals relating to the treatment of employer-provided employee benefit plans. Proposals related to defined contribution plan fees and fee disclosure practices. Proposals related to increased PBGC premiums, including those contained in the FY 2012 Obama Administration Budget.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
NATIONWIDE INSURANCE COMPANIES via DAVIS & HARMAN LLP
2011 · first_quarter · Q1
Proposals to expand retirement plan coverage, including proposals to reform the multiple employer plan rules. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings.
Proposals to modify the dividends received deduction for life insurance separate accounts and the interest expense disallowance for corporate-owned life insurance policies, including proposals in the President's FY 2012 budget. Proposals related to the tax treatment of domestic partner health benefits.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
VANGUARD GROUP via DAVIS & HARMAN LLP
2011 · first_quarter · Q1
Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs, and creation of new qualified retirement plans for small business. Issues related to retirement target date funds. Issues related to tax incentives for retirement savings. Proposal related to stemming leakage from retirement plans through reform of plan loan rules.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
HUMAN RIGHTS CAMPAIGN via DAVIS & HARMAN LLP
2011 · first_quarter · Q1
Proposals related to the tax treatment of domestic partner health benefits.
Proposals related to the tax treatment of domestic partner health benefits.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
TRANSAMERICA LIFE INSURANCE COMPANY via DAVIS & HARMAN LLP
2011 · first_quarter · Q1
Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Proposals to reform the multiple employer plan rules. Guidance related to nondiscrimination rules for defined contribution plan annuity investment products. Issues related to tax incentives for retirement savings.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
BROKER/DEALER COORDINATION GROUP via DAVIS & HARMAN LLP
2011 · first_quarter · RR
Issues related to the effect of the Department of Labor's proposed fiduciary definition regulation on broker/dealers and their customers and coordination of such regulation with possible SEC action on broker/dealer standard of care.
Issues related to the effect of the Department of Labor's proposed fiduciary definition regulation on broker/dealers and their customers and coordination of such regulation with possible SEC action on broker/dealer standard of care.
METROPOLITAN LIFE INSURANCE CO via DAVIS & HARMAN LLP
2010 · fourth_quarter · Q4
Proposals related to annuitization, including H.R. 2748, Retirement Security Needs Lifetime Pay Act and S. 1297, Retirement Security for Life Act. S. 2832, Lifetime Income Disclosure Act. Proposals related to longevity insurance. Proposals related to qualified default investment alternatives. Proposals related to automatic IRAs, including S. 3760 and H.R. 6099, Automatic IRA Act of 2010. S. 2832, Lifetime Income Disclosure Act. H.R. 4742, SAVE Act.
Proposals related to annuitization, including H.R. 2748, Retirement Security Needs Lifetime Pay Act and S. 1297, Retirement Security for Life Act. S. 2832, Lifetime Income Disclosure Act. Proposals related to longevity insurance. Proposals related to qualified default investment alternatives. Proposals related to automatic IRAs, including S. 3760 and H.R. 6099, Automatic IRA Act of 2010. S. 2832, Lifetime Income Disclosure Act. H.R. 4742, SAVE Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY via DAVIS & HARMAN LLP
2010 · fourth_quarter · Q4
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, the Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Index fund mandate provisions of H.R. 2989. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals related to defined benefit plan funding, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 2021, The Savings Recovery Act, and H.R. 3936, Preserve Benefits and Jobs Act. H.R. 4126, Retirement Fairness Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including S. 3760 and H.R. 6099, Automatic IRA Act of 2010. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Issues related to retirement target date funds. Proposals to allow Roth in-plan conversions and to create a Roth 457 feature, including those contained in H.R. 5297, the Small Business Jobs Act. Issues related to tax incentives for retirement savings.
2010 · fourth_quarter · Q4
Proposals to reform the defined contribution plan system, including proposals related to inclusion of income options in defined contribution plans. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including S. 3760 and H.R. 6099, Automatic IRA Act of 2010. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. H.R. 4126, Retirement Fairness Act.
VANGUARD GROUP via DAVIS & HARMAN LLP
2010 · fourth_quarter · Q4
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010. Index fund mandate provisions of H.R. 2989. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to reform the defined contribution plan system. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including S. 3760 and H.R. 6099, Automatic IRA Act of 2010. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs, and creation of new qualified retirement plans for small business, including H.R. 4742, the Small Businesses Add Value for Employees Act. H.R. 4126, the Retirement Fairness Act. Issues related to retirement target date funds. Issues related to tax incentives for retirement savings. Proposals related to stemming leakage from retirement plans.
WILLIS NORTH AMERICA INC via DAVIS & HARMAN LLP
2010 · fourth_quarter · Q4
Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Proposals related to defined benefit plan funding, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 2021, the Savings Recovery Act, H.R. 3936, Preserve Benefits and Jobs Act, and H.R. 3793, Jobs Creation and Tax Cuts Act. Issues related to variable premium filings with the Pension Benefit Guaranty Corporation. Issues related to public availability of Form 5500 data.
NATIONWIDE INSURANCE COMPANIES via DAVIS & HARMAN LLP
2010 · fourth_quarter · Q4
Proposals related to the tax treatment of domestic partner health benefits, including H.R. 2625/S. 1153, Tax Equity for Health Plan Beneficiaries Act.
Proposals to modify the dividends received deduction for life insurance separate accounts and the interest expense disallowance for corporate-owned life insurance policies, including proposals in the President's FY 2011 budget. Proposals related to the tax treatment of capital losses. H.R. 3399, to permit the consolidation of life insurance companies with other companies. Proposals related to reform of the estate tax. H.R. 4853, Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act.
GENWORTH FINANCIAL INC via DAVIS & HARMAN LLP
2010 · fourth_quarter · Q4
Proposals related to the use of annuities in defined contribution plans. Proposals to reform the defined contribution plan system. Guidance on application of plan qualification rules to in-plan annuity products.
Filing targets: HOUSE OF REPRESENTATIVES, Treasury, Dept of
AMERICAN BENEFITS COUNCIL via DAVIS & HARMAN LLP
2010 · fourth_quarter · Q4
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, the Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Index fund mandate provision of H.R. 2989. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009 and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including S. 3760 and H.R. 6099, Automatic IRA Act. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals relating to defined benefit plan funding, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 2021, The Savings Recovery Act, H.R. 3936, The Preserve Benefits and Jobs Act, and S. 3793, Job Creation and Tax Cuts Act. H.R. 4126, the Retirement Fairness Act. Issues related to variable premium filings with the Pension Benefit Guaranty Corporation. Proposals related to the use of annuities in defined contribution plans. Proposals to allow loans from IRAs. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Proposals related to partial annuitization out of defined benefit plans. Issues related to regulations addressing liability for partial termination of defined benefit plans. Issues related to tax incentives for retirement savings. Guidance related to the definition of fiduciary for investment advice purposes. Retirement recommendations contained in the final report of the National Commission on Fiscal Responsibility and Reform.
HUMAN RIGHTS CAMPAIGN via DAVIS & HARMAN LLP
2010 · fourth_quarter · Q4
H.R. 2517/S. 1102, Domestic Partnership Benefits and Obligations Act.
Proposals related to the tax treatment of domestic partner health benefits, including H.R. 2625/S. 1153, Tax Equity for Health Plan Beneficiaries Act.
Proposals related to the tax treatment of domestic partner health benefits, including H.R. 2625/S. 1153, Tax Equity for Health Plan Beneficiaries Act.
Filing targets: SENATE
PRINCIPAL LIFE INSURANCE COMPANY via DAVIS & HARMAN LLP
2010 · fourth_quarter · Q4
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including S. 3760 and H.R. 6099, Automatic IRA Act of 2010. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals related to defined benefit plan funding, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 3936, Preserve Benefits and Jobs Act. H.R. 4126, Retirement Fairness Act. Issues related to variable premium filings with the Pension Benefit Guaranty Corporation. Issues related to tax incentives for retirement savings.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
LINCOLN NATIONAL CORPORATION via DAVIS & HARMAN LLP
2010 · fourth_quarter · Q4
Comprehensive pension and retirement savings legislation.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
MUTUAL OF OMAHA INSURANCE COMPANIES via DAVIS & HARMAN LLP
2010 · fourth_quarter · Q4
Proposals related to long-term care insurance.
Proposals related to health care reform.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COLLEGE SAVINGS FOUNDATION via DAVIS & HARMAN LLP
2010 · fourth_quarter · Q4
Proposals related to the treatment of education savings. Proposals to amend the Internal Revenue Code to exclude 529 education savings accounts from means testing. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, and extension of the savers credit to encompass 529 contributions. H.R. 1351, the Savings Enhancement for Education in College Act. H.R. 2021, Savings Recovery Act. H.R. 2500, Help Kids Save for College Act. S. 2851, to make permanent certain education tax credits, and to modify rules relating to college savings plans. H.R. 5030, College Flexibility Act. The Department of Treasury 529 study.
H.R. 4178/S. Amdt 3846, Deposit Restricted Qualified Tuition Programs Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
BUSINESS ROUNDTABLE via DAVIS & HARMAN LLP
2010 · fourth_quarter · Q4
Proposals relating to defined benefit plan funding and treatment of hybrid plans. Proposals relating to the treatment of employer-provided employee benefit plans. H.R. 2021, Savings Recovery Act. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 3936, Preserve Benefits and Jobs Act.
Proposals relating to defined benefit plan funding and treatment of hybrid plans. Proposals relating to the treatment of employer-provided employee benefit plans. H.R. 2021, Savings Recovery Act. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. H.R. 3936, Preserve Benefits and Jobs Act.
TRANSAMERICA LIFE INSURANCE COMPANY via DAVIS & HARMAN LLP
2010 · fourth_quarter · Q4
Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, The Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to reform the defined contribution plan system. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including S. 3760 and H.R. 6099, Automatic IRA Act of 2010. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals to reform the multiple employer plan rules. Guidance related to nondiscrimination rules for defined contribution plan annuity investment products.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
METROPOLITAN LIFE INSURANCE CO via DAVIS & HARMAN LLP
2010 · third_quarter · Q3
Proposals related to annuitization, including H.R. 2748, Retirement Security Needs Lifetime Pay Act and S. 1297, Retirement Security for Life Act. S. 2832, Lifetime Income Disclosure Act. Proposals related to longevity insurance. Proposals related to qualified default investment alternatives. Proposals related to automatic IRAs, including S. 3760 and H.R. 6099, Automatic IRA Act of 2010. S. 2832, Lifetime Income Disclosure Act. H.R. 4742, SAVE Act.
Proposals related to annuitization, including H.R. 2748, Retirement Security Needs Lifetime Pay Act and S. 1297, Retirement Security for Life Act. S. 2832, Lifetime Income Disclosure Act. Proposals related to longevity insurance. Proposals related to qualified default investment alternatives. Proposals related to automatic IRAs, including S. 3760 and H.R. 6099, Automatic IRA Act of 2010. S. 2832, Lifetime Income Disclosure Act. H.R. 4742, SAVE Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
AMERICAN BENEFITS COUNCIL via DAVIS & HARMAN LLP
2010 · third_quarter · Q3
Benefit plan repercussions of the Consumer Financial Protection Bureau under H.R. 4173, Dodd-Frank Wall Street Reform and Consumer Protection Act. Proposals regarding the treatment of ERISA plans under the swaps and derivatives provisions of H.R. 4173, Dodd-Frank Wall Street Reform and Consumer Protection Act.
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, the Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 4213, The American Jobs and Closing Tax Loopholes Act of 2010. Index fund mandate provision of H.R. 2989. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009 and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including S. 3760 and H.R. 6099, Automatic IRA Act. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals relating to defined benefit plan funding, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 2021, The Savings Recovery Act, H.R. 3936, The Preserve Benefits and Jobs Act, H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act, and S. 3793, Job Creation and Tax Cuts Act. H.R. 4126, the Retirement Fairness Act. Issues related to variable premium filings with the Pension Benefit Guaranty Corporation. Proposals related to the use of annuities in defined contribution plans. Proposals to allow loans from IRAs. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Proposals related to partial annuitization out of defined benefit plans. Issues related to regulations addressing liability for partial termination of defined benefit plans. Issues related to tax incentives for retirement savings.
WILLIS NORTH AMERICA INC via DAVIS & HARMAN LLP
2010 · third_quarter · Q3
Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Proposals related to defined benefit plan funding, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 2021, the Savings Recovery Act, H.R. 3936, Preserve Benefits and Jobs Act, H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010, H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act, and H.R. 3793, Jobs Creation and Tax Cuts Act. Issues related to variable premium filings with the Pension Benefit Guaranty Corporation. Issues related to public availability of Form 5500 data.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
GENWORTH FINANCIAL INC via DAVIS & HARMAN LLP
2010 · third_quarter · Q3
Proposals related to the use of annuities in defined contribution plans. Proposals to reform the defined contribution plan system.
Filing targets: HOUSE OF REPRESENTATIVES, White House Office
VANGUARD GROUP via DAVIS & HARMAN LLP
2010 · third_quarter · Q3
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan fee Transparency Act, H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010. Index fund mandate provisions of H.R. 2989. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including S. 3760 and H.R. 6099, Automatic IRA Act of 2010. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs, and creation of new qualified retirement plans for small business, including H.R. 4742, the Small Businesses Add Value for Employees Act. Issues related to retirement target date funds. H.R. 4126, the Retirement Fairness Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
2010 · third_quarter · Q3
Proposals related to the tax treatment of domestic partner health benefits, including H.R. 2625/S. 1153, Tax Equity for Health Plan Beneficiaries Act.
Proposals to reform the defined contribution plan system, including proposals related to inclusion of income options in defined contribution plans. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including S. 3760 and H.R. 6099, Automatic IRA Act of 2010. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. H.R. 4126, Retirement Fairness Act.
PRINCIPAL LIFE INSURANCE COMPANY via DAVIS & HARMAN LLP
2010 · third_quarter · Q3
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including S. 3760 and H.R. 6099, Automatic IRA Act of 2010. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals related to defined benefit plan funding, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 3936, Preserve Benefits and Jobs Act, H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010, and H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act. H.R. 4126, Retirement Fairness Act. Issues related to variable premium filings with the Pension Benefit Guaranty Corporation.
NATIONWIDE INSURANCE COMPANIES via DAVIS & HARMAN LLP
2010 · third_quarter · Q3
H.R. 2021, the Savings Recovery Act. Proposals to expand retirement plan coverage. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including S. 3760 and H.R. 6099, Automatic IRA Act of 2010. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals related to investment advice rules, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. S. 2832, Lifetime Income Disclosure Act. Proposals to allow Roth in-plan conversions and to create a Roth 457 feature, including those contained in H.R. 5297, the Small Business Jobs Act.
Proposals to modify the dividends received deduction for life insurance separate accounts and the interest expense disallowance for corporate-owned life insurance policies, including proposals in the President's FY 2011 budget. Proposals related to the tax treatment of capital losses. H.R. 3399, to permit the consolidation of life insurance companies with other companies. Proposals related to reform of the estate tax.
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY via DAVIS & HARMAN LLP
2010 · third_quarter · Q3
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, the Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010. Index fund mandate provisions of H.R. 2989. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals related to defined benefit plan funding, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 2021, The Savings Recovery Act, H.R. 3936, Preserve Benefits and Jobs Act, H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010, and H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act. H.R. 4126, Retirement Fairness Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including S. 3760 and H.R. 6099, Automatic IRA Act of 2010. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Issues related to retirement target date funds. Proposals to allow Roth in-plan conversions and to create a Roth 457 feature, including those contained in H.R. 5297, the Small Business Jobs Act.
HUMAN RIGHTS CAMPAIGN via DAVIS & HARMAN LLP
2010 · third_quarter · Q3
H.R. 2517/S. 1102, Domestic Partnership Benefits and Obligations Act.
Proposals related to the tax treatment of domestic partner health benefits, including H.R. 2625/S. 1153, Tax Equity for Health Plan Beneficiaries Act.
Proposals related to the tax treatment of domestic partner health benefits, including H.R. 2625/S. 1153, Tax Equity for Health Plan Beneficiaries Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
LINCOLN NATIONAL CORPORATION via DAVIS & HARMAN LLP
2010 · third_quarter · Q3
Comprehensive pension and retirement savings legislation.
BUSINESS ROUNDTABLE via DAVIS & HARMAN LLP
2010 · third_quarter · Q3
Proposals relating to defined benefit plan funding and treatment of hybrid plans. H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act. Proposals relating to the treatment of employer-provided employee benefit plans. H.R. 2021, Savings Recovery Act. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. H.R. 3936, Preserve Benefits and Jobs Act.
Proposals relating to defined benefit plan funding and treatment of hybrid plans. H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act. Proposals relating to the treatment of employer-provided employee benefit plans. H.R. 2021, Savings Recovery Act. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 3936, Preserve Benefits and Jobs Act.
COLLEGE SAVINGS FOUNDATION via DAVIS & HARMAN LLP
2010 · third_quarter · Q3
Proposals related to the treatment of education savings. Proposals to amend the Internal Revenue Code to exclude 529 education savings accounts from means testing. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, and extension of the savers credit to encompass 529 contributions. H.R. 1351, the Savings Enhancement for Education in College Act. H.R. 2021, Savings Recovery Act. H.R. 2500, Help Kids Save for College Act. S. 2851, to make permanent certain education tax credits, and to modify rules relating to college savings plans. H.R. 5030, College Flexibility Act. The Department of Treasury 529 study.
H.R. 4178/S. Amdt 3846, Deposit Restricted Qualified Tuition Programs Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
MUTUAL OF OMAHA INSURANCE COMPANIES via DAVIS & HARMAN LLP
2010 · third_quarter · Q3
Proposals related to health care reform, including H.R. 3200, America's Affordable Health Choices Act, and S. 1679, Affordable Health Choices Act, S. 1796, America's Healthy Future Act, H.R. 3962, Affordable Health Care for America Act, H.R. 3590, Patient Protection and Affordable Care Act, and H.R. 4872, Health Care and Education Reconciliation Act.
Proposals related to long-term care insurance.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
TRANSAMERICA LIFE INSURANCE COMPANY via DAVIS & HARMAN LLP
2010 · third_quarter · Q3
Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, The Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to reform the defined contribution plan system. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including S. 3760 and H.R. 6099, Automatic IRA Act of 2010. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals to reform the multiple employer plan rules.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
TRANSAMERICA LIFE INSURANCE COMPANY via DAVIS & HARMAN LLP
2010 · second_quarter · 2A
Swaps provisions of S. 3217, the Restoring American Financial Stability Act of 2010, and H.R. 4173, Dodd-Frank Wall Street Reform and Consumer Protection Act, affecting stable value products.
Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, The Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 4213, New American Jobs and Closing Loopholes Act. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to reform the defined contribution plan system. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including auto IRAs. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals to reform the multiple employer plan rules.
METROPOLITAN LIFE INSURANCE CO via DAVIS & HARMAN LLP
2010 · second_quarter · Q2
Proposals related to annuitization, including H.R. 2748, Retirement Security Needs Lifetime Pay Act and S. 1297, Retirement Security for Life Act. S. 2832, Lifetime Income Disclosure Act. Proposals related to longevity insurance. Proposals related to qualified default investment alternatives. Proposals related to automatic IRAs.
Proposals related to annuitization, including H.R. 2748, Retirement Security Needs Lifetime Pay Act and S. 1297, Retirement Security for Life Act. S. 2832, Lifetime Income Disclosure Act. Proposals related to longevity insurance. Proposals related to qualified default investment alternatives. Proposals related to automatic IRAs.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY via DAVIS & HARMAN LLP
2010 · second_quarter · Q2
Benefit and 529 plan repercussions of the Consumer Financial Protection Bureau under S. 3217, the Restoring American Financial Stability Act of 2010 and H.R. 4173, Dodd-Frank Wall Street Reform and Consumer Protection Act.
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, the Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010. Index fund mandate provisions of H.R. 2989. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals related to defined benefit plan funding, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 2021, The Savings Recovery Act, H.R. 3936, Preserve Benefits and Jobs Act, H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010, and H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act. H.R. 4126, Retirement Fairness Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including automatic IRAs. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Issues related to retirement target date funds. Proposals to allow Roth in-plan conversions and to create a Roth 457 feature, including those contained in H.R. 5297, the Small Business Lending Fund Act.
COLLEGE SAVINGS FOUNDATION via DAVIS & HARMAN LLP
2010 · second_quarter · Q2
H.R. 4178/S. Amdt 3846, Deposit Restricted Qualified Tuition Programs Act. 529 plan repercussions of the Consumer Financial Protection Bureau under S. 3217, The Restoring American Financial Stability Act, and H.R. 4173, Dodd-Frank Wall Street Reform and Consumer Protection Act. Swaps provisions of S. 3217, the Restoring American Financial Stability Act of 2010, and H.R. 4173, Dodd-Frank Wall Street Reform and Consumer Protection Act, affecting stable value products.
Proposals related to the treatment of education savings. Proposals to amend the Internal Revenue Code to exclude 529 education savings accounts from means testing. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, and extension of the savers credit to encompass 529 contributions. H.R. 1351, the Savings Enhancement for Education in College Act. H.R. 2021, Savings Recovery Act. H.R. 2500, Help Kids Save for College Act. S. 2851, to make permanent certain education tax credits, and to modify rules relating to college savings plans. H.R. 5030, College Flexibility Act. The Department of Treasury 529 study.
TRANSAMERICA LIFE INSURANCE COMPANY via DAVIS & HARMAN LLP
2010 · second_quarter · Q2
Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, The Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act and H.R. 4213, New American Jobs and Closing Loopholes Act. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to reform the defined contribution plan system. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including auto IRAs. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals to reform the multiple employer plan rules.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
LINCOLN NATIONAL CORPORATION via DAVIS & HARMAN LLP
2010 · second_quarter · Q2
Comprehensive pension and retirement savings legislation.
AMERICAN BENEFITS COUNCIL via DAVIS & HARMAN LLP
2010 · second_quarter · Q2
Benefit plan repercussions of the Consumer Financial Protection Bureau under S. 3217, the Restoring American Financial Stability Act of 2010, and H.R. 4173, Dodd-Frank Wall Street Reform and Consumer Protection Act. Proposals regarding the treatment of ERISA plans under the swaps and derivatives provisions of S. 3217, the Restoring American Financial Stability Act of 2010, and H.R. 4173, Dodd-Frank Wall Street Reform and Consumer Protection Act.
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, the Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010. Index fund mandate provision of H.R. 2989. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009 and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including automatic IRAs. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals relating to defined benefit plan funding, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 2021, The Savings Recovery Act, H.R. 3936, The Preserve Benefits and Jobs Act, H.R. 4213, American Jobs and Closing Loopholes Act, and H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act. H.R. 4126, the Retirement Fairness Act. Issues related to variable premium filings with the Pension Benefit Guaranty Corporation. Proposals related to the use of annuities in defined contribution plans. Proposals to allow loans from IRAs.
NATIONWIDE INSURANCE COMPANIES via DAVIS & HARMAN LLP
2010 · second_quarter · Q2
Proposals related to the tax treatment of domestic partner health benefits, including H.R. 2625/S. 1153, Tax Equity for Health Plan Beneficiaries Act.
Proposals to modify the dividends received deduction for life insurance separate accounts and the interest expense disallowance for corporate-owned life insurance policies, including proposals in the President's FY 2011 budget. Proposals related to the tax treatment of capital losses. H.R. 3399, to permit the consolidation of life insurance companies with other companies. Proposals related to reform of the estate tax.
VANGUARD GROUP via DAVIS & HARMAN LLP
2010 · second_quarter · Q2
Benefit and 529 plan repercussions of the Consumer Financial Protection Bureau under S. 3217, the Restoring American Financial Stability Act of 2010, and H.R. 4173, Dodd-Frank Wall Street Reform and Consumer Protection Act. Swaps provisions of S. 3217, the Restoring American Financial Stability Act of 2010, H.R. 4173, Dodd-Frank Wall Street Reform and Consumer Protection Act, affecting stable value products.
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan fee Transparency Act, H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010. Index fund mandate provisions of H.R. 2989. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including automatic IRAs. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs, and creation of new qualified retirement plans for small business, including H.R. 4742, the Small Businesses Add Value for Employees Act. Issues related to retirement target date funds. H.R. 4126, the Retirement Fairness Act.
2010 · second_quarter · Q2
Proposals to reform the defined contribution plan system, including proposals related to inclusion of income options in defined contribution plans. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including automatic IRAs. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. H.R. 4126, Retirement Fairness Act.
WILLIS NORTH AMERICA INC via DAVIS & HARMAN LLP
2010 · second_quarter · Q2
Proposals and regulations related to cash balance and other hybrid pension plans. Proposals related to defined benefit plan funding, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 2021, the Savings Recovery Act, H.R. 3936, Preserve Benefits and Jobs Act, H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010, and H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act. Issues related to variable premium filings with the Pension Benefit Guaranty Corporation.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
PRINCIPAL LIFE INSURANCE COMPANY via DAVIS & HARMAN LLP
2010 · second_quarter · Q2
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including automatic IRAs. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals related to defined benefit plan funding, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 3936, Preserve Benefits and Jobs Act, H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010, and H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act. H.R. 4126, Retirement Fairness Act. Issues related to variable premium filings with the Pension Benefit Guaranty Corporaton.
MUTUAL OF OMAHA INSURANCE COMPANIES via DAVIS & HARMAN LLP
2010 · second_quarter · Q2
Proposals related to long-term care insurance.
Proposals related to health care reform, including long-term care insurance.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
BUSINESS ROUNDTABLE via DAVIS & HARMAN LLP
2010 · second_quarter · Q2
Proposals relating to defined benefit plan funding and treatment of hybrid plans. H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010. H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act. Proposals relating to the treatment of employer-provided employee benefit plans. H.R. 2021, Savings Recovery Act. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, and H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010. H.R. 3936, Preserve Benefits and Jobs Act.
Proposals relating to defined benefit plan funding and treatment of hybrid plans. H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010. H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act. Proposals relating to the treatment of employer-provided employee benefit plans. H.R. 2021, Savings Recovery Act. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010. H.R. 3936, Preserve Benefits and Jobs Act.
GENWORTH FINANCIAL INC via DAVIS & HARMAN LLP
2010 · second_quarter · Q2
Proposals related to the use of annuities in defined contribution plans. Proposals to reform the defined contribution plan system.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
HUMAN RIGHTS CAMPAIGN via DAVIS & HARMAN LLP
2010 · second_quarter · Q2
H.R. 2517/S. 1102, Domestic Partnership Benefits and Obligations Act.
Proposals related to the tax treatment of domestic partner health benefits, including H.R. 2625/S. 1153, Tax Equity for Health Plan Beneficiaries Act.
Proposals related to the tax treatment of domestic partner health benefits, including H.R. 2625/S. 1153, Tax Equity for Health Plan Beneficiaries Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
LINCOLN NATIONAL CORPORATION via DAVIS & HARMAN LLP
2010 · first_quarter · Q1
Comprehensive pension and retirement savings legislation.
METROPOLITAN LIFE INSURANCE CO via DAVIS & HARMAN LLP
2010 · first_quarter · Q1
Proposals related to annuitization, including H.R. 2748, Retirement Security Needs Lifetime Pay Act and S. 1297, Retirement Security for Life Act. S. 2832, Lifetime Income Disclosure Act. Proposals related to longevity insurance. Proposals related to qualified default investment alternatives. Proposals related to automatic IRAs.
Proposals related to annuitization, including H.R. 2748, Retirement Security Needs Lifetime Pay Act and S. 1297, Retirement Security for Life Act. S. 2832, Lifetime Income Disclosure Act. Proposals related to longevity insurance. Proposals related to qualified default investment alternatives. Proposals related to automatic IRAs.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
TRANSAMERICA LIFE INSURANCE COMPANY via DAVIS & HARMAN LLP
2010 · first_quarter · Q1
Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, The Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to reform the defined contribution plan system. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including auto IRAs. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals to reform the multiple employer plan rules.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY via DAVIS & HARMAN LLP
2010 · first_quarter · Q1
Proposals to provide a benefit plan and section 529 colleges savings plan carve-out from H.R. 3126, Consumer Financial Protection Agency Act, H.R. 4173, Wall Street Reform and Consumer Protection Act, and S. 3217, the Restoring American Financial Stability Act of 2010.
Proposals related to the tax treatment of domestic partner health benfits, including, H.R. 2625/S. 1153, Tax Equity for Health Plan Beneficiaries Act.
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, the Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Index fund mandate provisions of H.R. 2989. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals related to defined benefit plan funding, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 2021, The Savings Recovery Act, H.R. 3936, Preserve Benefits and Jobs Act, and H.R. 4213, American Workers, State, and Business Relief Act. H.R. 4126, Retirement Fairness Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including automatic IRAs. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Issues related to retirement target date funds.
HUMAN RIGHTS CAMPAIGN via DAVIS & HARMAN LLP
2010 · first_quarter · Q1
Proposals related to the tax treatment of domestic partner health benefits, including H.R. 2625/S. 1153, Tax Equity for Health Plan Beneficiaries Act. Comprehensive health reform, including H.R. 3200, America's Affordable Health Choices Act, S. 1679, Affordable Health Choices Act, S. 1796, America's Healthy Future Act, H.R. 3962, Affordable Health Care for America Act, H.R. 3590, Patient Protection and Affordable Health Care Act, and H. R. 4872, Health Care and Education Reconciliation Act. Proposals to expand the COBRA subsidy to a broader class of beneficiaries, including H.R. 4213, American Workers, State, and Business Relief Act, and H.R. 4691, Temporary Extension Act of 2010. S. 3182, Equal Access to COBRA Act of 2010.
Proposals related to the tax treatment of domestic partner health benefits, including H.R. 2625/S. 1153, Tax Equity for Health Plan Beneficiaries Act.
VANGUARD GROUP via DAVIS & HARMAN LLP
2010 · first_quarter · Q1
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Index fund mandate provisions of H.R. 2989. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to reform the defined contribution plan system. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including automatic IRAs. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs, and creation of new qualified retirement plans for small business, including H.R. 4742, the Small Businesses Add Value for Employees Act. Issues related to retirement target date funds. H.R. 4126, the Retirement Fairness Act.
AMERICAN BENEFITS COUNCIL via DAVIS & HARMAN LLP
2010 · first_quarter · Q1
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, the Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Index fund mandate provision of H.R. 2989. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009 and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including automatic IRAs. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals relating to defined benefit plan funding, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 2021, The Savings Recovery Act, H.R. 3936, The Preserve Benefits and Jobs Act, and H.R. 4213, American Workers, State, and Business Relief Act. H.R. 4126, the Retirement Fairness Act.
MUTUAL OF OMAHA INSURANCE COMPANIES via DAVIS & HARMAN LLP
2010 · first_quarter · Q1
Proposals related to health care reform, including H.R. 3200, America's Affordable Health Choices Act, and S. 1679, Affordable Health Choices Act, S. 1796, America's Healthy Future Act, H.R. 3962, Affordable Health Care for America Act, H.R. 3590, Patient Protection and Affordable Care Act, and H.R. 4872, Health Care and Education Reconciliation Act.
Proposals related to long-term care insurance.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
COLLEGE SAVINGS FOUNDATION via DAVIS & HARMAN LLP
2010 · first_quarter · Q1
H.R. 3126, The Consumer Financial Protection Agency Act. H.R. 4173, The Wall Street Reform and Consumer Protection Act. S. 3217, the Restoring American Financial Stability Act of 2010.
Proposals related to the treatment of education savings. Proposals to amend the Internal Revenue Code to exclude 529 education savings accounts from means testing. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, and extension of the savers credit to encompass 529 contributions. H.R. 1351, the Savings Enhancement for Education in College Act. H.R. 2021, Savings Recovery Act. H.R. 2500, Help Kids Save for College Act. H.R. 3599, The Deposit Restricted Qualified Tuition Programs Act. S. 2851, to make permanent certain education tax credits, and to modify rules relating to college savings plans. H.R. 4178, Deposit Restricted Qualified Tuition Programs Act, The Department of Treasury 529 study.
BUSINESS ROUNDTABLE via DAVIS & HARMAN LLP
2010 · first_quarter · Q1
Proposals relating to defined benefit plan funding and treatment of hybrid plans. Proposals relating to the treatment of employer-provided employee benefit plans. H.R. 2021, Savings Recovery Act. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 3936, Preserve Benefits and Jobs Act.
Proposals relating to defined benefit plan funding and treatment of hybrid plans. Proposals relating to the treatment of employer-provided employee benefit plans. H.R. 2021, Savings Recovery Act. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 3936, Preserve Benefits and Jobs Act.
2010 · first_quarter · Q1
Proposals to reform 529 college savings plans, including H.R.1/S.1, the American Recovery and Reinvestment Act of 2009 and H.R.1351, the Savings Enhancement for Education in College Act.
Proposals to reform the defined contribution plan system, including proposals related to inclusion of income options in defined contribution plans. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including automatic IRAs. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. H.R. 4126, Retirement Fairness Act.
WILLIS NORTH AMERICA INC via DAVIS & HARMAN LLP
2010 · first_quarter · Q1
Proposals related to cash balance and other hybrid pension plans. Proposals related to defined benefit plan funding, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 2021, the Savings Recovery Act, H.R. 3936, Preserve Benefits and Jobs Act, and H.R. 4213, American Workers, State, and Business Relief Act. H.R. 4126, Retirement Fairness Act.
Filing targets: HOUSE OF REPRESENTATIVES
PRINCIPAL LIFE INSURANCE COMPANY via DAVIS & HARMAN LLP
2010 · first_quarter · Q1
Proposals to provide a benefit plan carve-out from H.R. 4173, Wall Street Reform Act, and S. 3217, the Restoring American Financial Stability Act of 2010.
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including automatic IRAs. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals related to defined benefit plan funding, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 3936, Preserve Benefits and Jobs Act, and H.R. 4213, American Workers, State, and Business Relief Act. H.R. 4126, Retirement Fairness Act.
GENWORTH FINANCIAL INC via DAVIS & HARMAN LLP
2010 · first_quarter · Q1
Proposals related to the use of annuities in defined contribution plans. Proposals to reform the defined contribution plan system.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
NATIONWIDE INSURANCE COMPANIES via DAVIS & HARMAN LLP
2010 · first_quarter · Q1
H.R. 2021, the Savings Recovery Act. Proposals to expand retirement plan coverage. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including automatic IRAs. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals related to investment advice rules, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. S. 2832, Lifetime Income Disclosure Act. Proposals to establish a Roth feature in 457 plans, including H.R. 4213, American Workers, State, and Business Relief Act.
Proposals to provide a benefit plan carve out from H.R. 4173, Wall Street Reform and Consumer Protection Act, and S. 3217, the Restoring American Financial Stability Act of 2010.
LINCOLN NATIONAL CORPORATION via DAVIS & HARMAN LLP
2009 · fourth_quarter · Q4
Comprehensive pension and retirement savings legislation.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
NATIONAL RURAL ELECTRIC COOPERATIVE ASSN via DAVIS & HARMAN LLP
2009 · fourth_quarter · Q4
Health care reform, including H.R.3200, America's Affordable Health Choices Act, S. 1679, Affordable Health Choices Act, and H.R. 3590, the Patient Protection and Affordable Care Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
METROPOLITAN LIFE INSURANCE CO via DAVIS & HARMAN LLP
2009 · fourth_quarter · Q4
Proposals related to annuitization, including H.R. 2748, Retirement Security Needs Lifetime Pay Act and S. 1297, Retirement Security for Life Act. Proposals related to longevity insurance. Proposals related to qualified default investment alternatives. Proposals related to automatic IRAs.
Proposals related to annuitization, including H.R. 2748, Retirement Security Needs Lifetime Pay Act and S. 1297, Retirement Security for Life Act. Proposals related to longevity insurance. Proposals related to qualified default investment alternatives. Proposals related to automatic IRAs.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY via DAVIS & HARMAN LLP
2009 · fourth_quarter · Q4
Proposals related to the tax treatment of domestic partner health benfits, including, H.R. 2625/S. 1153, Tax Equity for Health Plan Beneficiaries Act.
Proposals to provide a benefit plan and section 529 colleges savings plan carve-out from H.R. 3126, Consumer Financial Protection Agency Act, and H.R. 4173, Wall Street Reform and Consumer Protection Act.
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, the Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Index fund mandate provisions of H.R. 2989. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals related to defined benefit plan funding, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act, H.R. 2021, The Savings Recovery Act, and H.R. 3936, Preserve Benefits and Jobs Act. H.R. 4126, Retirement Fairness Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including automatic IRAs. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Issues related to retirement target date funds.
2009 · fourth_quarter · Q4
Proposals related to the tax treatment of domestic partner health benefits, including H.R. 2625/S. 1153, Tax Equity for Health Plan Beneficiaries Act.
Proposals to reform the defined contribution plan system, including proposals related to inclusion of income options in defined contribution plans. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including automatic IRAs. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans form small business. Proposals to expand the Savers Credit, including H.R. 1961, Savings for American Families Future Act. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. H.R. 4126, Retirement Fairness Act.
PRINCIPAL LIFE INSURANCE COMPANY via DAVIS & HARMAN LLP
2009 · fourth_quarter · Q4
Proposals to reform the defined contribution plan system. Proposals related to defined contribution plan fees and fee disclosure practices, including S. 401, Defined Contribution Fee Disclosure Act, H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals related to investment advice rules, including H.R. 1988, Conflicted Investment Advice Prohibition Act of 2009, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including automatic IRAs. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business. Proposals related to defined benefit plan funding, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act and H.R. 3936, Preserve Benefits and Jobs Act. H.R. 4126, Retirement Fairness Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
HUMAN RIGHTS CAMPAIGN via DAVIS & HARMAN LLP
2009 · fourth_quarter · Q4
H.R. 2517/S. 1102, Domestic Partnership Benefits and Obligations Act.
Proposals related to the tax treatment of domestic partner health benefits, including H.R. 2625/S. 1153, Tax Equity for Health Plan Beneficiaries Act.
Proposals related to the tax treatment of domestic partner health benefits, including H.R. 2625/S. 1153, Tax Equity for Health Plan Beneficiaries Act. Comprehensive health reform, including H.R. 3200, America's Affordable Health Choices Act, S. 1679, Affordable Health Choices Act, S. 1796, America's Healthy Future Act, H.R. 3962, Affordable Health Care for America Act, and H.R. 3590, Patient Protection and Affordable Health CAre Act.
Filing targets: SENATE
Proposals related to the tax treatment of domestic partner health benefits, including H.R. 2625/S. 1153, Tax Equity for Health Plan Beneficiaries Act.
Proposals to reform 529 college savings plans, including H.R.1/S.1, the American Recovery and Reinvestment Act of 2009, and H.R.1351, the Savings Enhancement for Education in College Act.
H.R. 4337, Regulated Investment Company Modernization Act of 2010.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
H.R. 2021, the Savings Recovery Act. Proposals to expand retirement plan coverage. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including S. 3760 and H.R. 6099, Automatic IRA Act of 2010. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals related to investment advice rules, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. S. 2832, Lifetime Income Disclosure Act. Issues related to tax incentives for retirement savings.
Filing targets: SENATE
Benefit plan repercussions of the Consumer Financial Protection Bureau under H.R. 4173, Dodd-Frank Wall Street Reform and Consumer Protection Act. Proposals regarding the treatment of ERISA plans under the swaps and derivatives provisions of H.R. 4173, Dodd-Frank Wall Street Reform and Consumer Protection Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Filing targets: HOUSE OF REPRESENTATIVES, Treasury, Dept of
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
Proposals to reform 529 college savings plans, including H.R.1/S.1, the American Recovery and Reinvestment Act of 2009, and H.R.1351, the Savings Enhancement for Education in College Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Proposals related to the tax treatment of domestic partner health benefits, including H.R. 2625/S. 1153, Tax Equity for Health Plan Beneficiaries Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Proposals related to the tax treatment of domestic partner health benefits, including, H.R. 2625/S. 1153, Tax Equity for Health Plan Beneficiaries Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Proposals related to the tax treatment of domestic partner health benefits, including, H.R. 2625/S. 1153, Tax Equity for Health Plan Beneficiaries Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
H.R. 2021, the Savings Recovery Act. Proposals to expand retirement plan coverage. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including automatic IRAs. Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business, including H.R. 4742, Small Businesses Add Value for Employees Act. Proposals related to investment advice rules, including H.R. 2989, 401(k) Fair Disclosure and Pension Security Act. S. 2832, Lifetime Income Disclosure Act. Proposals to allow Roth in-plan conversions and to create a Roth 457 feature, including those contained in H.R. 5297, the Small Business Lending Fund Act.
Benefit plan repercussions of the Consumer Financial Protection Bureau under S. 3217, the Restoring American Financial Stability Act of 2010, and H.R. 4173, Dodd-Frank Wall Street Reform and Consumer Protection Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
Proposals related to the tax treatment of domestic partner health benefits, including H.R. 2625/S. 1153, Tax Equity for Health Plan Beneficiaries Act.
Proposals to reform 529 college savings plans, including H.R.1/S.1, the American Recovery and Reinvestment Act of 2009, and H.R.1351, the Savings Enhancement for Education in College Act.
Benefit and 529 plan repercussions of the Consumer Financial Protection Bureau under S. 3217, the Restoring American Financial Stability Act of 2010, and H.R. 4173, Dodd-Frank Wall Street Reform and Consumer Protection Act.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
Benefit plan repercussions of the Consumer Financial Protection Bureau under S. 3217, the Restoring American Financial Stability Act of 2010, and H.R. 4173, Dodd-Frank Wall Street Reform and Consumer Protection Act. Swaps provisions of S. 3217, the Restoring American Financial Stability Act of 2010, and H.R. 4173, Dodd-Frank Wall Street Reform and Consumer Protection Act, affecting stable value products.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
H.R. 2517/S. 1102, Domestic Partnership Benefits and Obligations Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office
Proposals to provide a benefit plan and section 529 college savings plan carve-out from H.R. 3126, Consumer Financial Protection Agency Act, H.R. 4173, Wall Street Reform and Consumer Protection Act, and S. 3217, the Restoring American Financial Stability Act of 2010.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Proposals to provide a benefit plan carve-out from H.R. 3126, the Consumer Financial Protection Agency Act, H.R. 4173, Wall Street Reform and Consumer Protection Act, and S. 3217, the Restoring American Financial Stability Act of 2010. Proposals regarding the treatment of ERISA plans under the swaps and derivatives provisions of S. 3217, the Restoring American Financial Stability Act of 2010, and H.R. 4173, Wall Street Reform and Consumer Protection Act.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
Proposals to provide a benefit plan and section 529 college savings plan carve-out from H.R. 3126, Consumer Financial Protection Agency Act, H.R. 4173, Wall Street Reform and Consumer Protection Act, and S. 3217, the Restoring American Financial Stability Act of 2010.
Proposals related to the tax treatment of domestic partner health benefits, including H.R. 2625/S. 1153, Tax Equity for Health Plan Beneficiaries Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Proposals related to the tax treatment of domestic partner health benefits, including H.R. 2625/S. 1153, Tax Equity for Health Plan Beneficiaries Act.
Proposals to modify the dividends received deduction for life insurance separate accounts and the interest expense disallowance for corporate-owned life insurance policies, including proposals in the President's FY 2011 budget. Proposals related to the tax treatment of capital losses. H.R. 3399, to permit the consolidation of life insurance companies with other companies.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Proposals to provide a benefit plan and section 529 college savings plan carve-out from H.R. 3126, Consumer Financial Protection Agency Act and H.R. 4173, Wall Street Reform and Consumer Protection Act.
Proposals to reform 529 college savings plans, including H.R.1/S.1, the American Recovery and Reinvestment Act of 2009 and H.R.1351, the Savings Enhancement for Education in College Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Filing targets: HOUSE OF REPRESENTATIVES, SENATE