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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.
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1 - To provide for reconciliation pursuant to titles II and V to the concurrent resolution on the budget for fiscal year 2018 (Brady) H.R. 3910 - Portability of Lifetime Income and Managed Account Options (Neal) H.R. 4204 - International Regulated Investment Company Act of 2017 (Marchant) H.R. 4523 - Automatic Retirement Plan Act of 2017 (Neal) H.R. 4524 - Retirement Plan Simplification and Enhancement Act of 2017 (Neal) H.R. 4637 - Small Business Add Value for Employees (SAVE) Act of 2017 (Kind) S. 940 - Shrinking Emergency Account Losses Act of 2017 (Enzi) S. 1005 - Modernization of Derivatives Tax Act of 2017 (Wyden) Preserving Retirement Savings Tax Incentives Tax-Exemption for Municipal Bond Interest Mandatory First-in, First-out cost Basis
To amend the Internal Revenue Code of 1986 to make lifetime income and managed account options of defined contribution retirement savings plans portable.
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2017 · fourth_quarter · Q4
H.R. 1 - To provide for reconciliation pursuant to titles II and V to the concurrent resolution on the budget for fiscal year 2018 (Brady) H.R. 3910 - Portability of Lifetime Income and Managed Account Options (Neal) H.R. 4204 - International Regulated Investment Company Act of 2017 (Marchant) H.R. 4523 - Automatic Retirement Plan Act of 2017 (Neal) H.R. 4524 - Retirement Plan Simplification and Enhancement Act of 2017 (Neal) H.R. 4637 - Small Business Add Value for Employees (SAVE) Act of 2017 (Kind) S. 940 - Shrinking Emergency Account Losses Act of 2017 (Enzi) S. 1005 - Modernization of Derivatives Tax Act of 2017 (Wyden) Preserving Retirement Savings Tax Incentives Tax-Exemption for Municipal Bond Interest Mandatory First-in, First-out cost Basis
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Source: Senate LDA
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1 - To provide for reconciliation pursuant to titles II and V to the concurrent resolution on the budget for fiscal year 2018 (Brady) H.R. 3910 - Portability of Lifetime Income and Managed Account Options (Neal) H.R. 4204 - International Regulated Investment Company Act of 2017 (Marchant) H.R. 4523 - Automatic Retirement Plan Act of 2017 (Neal) H.R. 4524 - Retirement Plan Simplification and Enhancement Act of 2017 (Neal) H.R. 4637 - Small Business Add Value for Employees (SAVE) Act of 2017 (Kind) S. 940 - Shrinking Emergency Account Losses Act of 2017 (Enzi) S. 1005 - Modernization of Derivatives Tax Act of 2017 (Wyden) Preserving Retirement Savings Tax Incentives Tax-Exemption for Municipal Bond Interest Mandatory First-in, First-out cost Basis
International Regulated Investment Company Act of 2017
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1 - To provide for reconciliation pursuant to titles II and V to the concurrent resolution on the budget for fiscal year 2018 (Brady) H.R. 3910 - Portability of Lifetime Income and Managed Account Options (Neal) H.R. 4204 - International Regulated Investment Company Act of 2017 (Marchant) H.R. 4523 - Automatic Retirement Plan Act of 2017 (Neal) H.R. 4524 - Retirement Plan Simplification and Enhancement Act of 2017 (Neal) H.R. 4637 - Small Business Add Value for Employees (SAVE) Act of 2017 (Kind) S. 940 - Shrinking Emergency Account Losses Act of 2017 (Enzi) S. 1005 - Modernization of Derivatives Tax Act of 2017 (Wyden) Preserving Retirement Savings Tax Incentives Tax-Exemption for Municipal Bond Interest Mandatory First-in, First-out cost Basis
Automatic Retirement Plan Act of 2017
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1 - To provide for reconciliation pursuant to titles II and V to the concurrent resolution on the budget for fiscal year 2018 (Brady) H.R. 3910 - Portability of Lifetime Income and Managed Account Options (Neal) H.R. 4204 - International Regulated Investment Company Act of 2017 (Marchant) H.R. 4523 - Automatic Retirement Plan Act of 2017 (Neal) H.R. 4524 - Retirement Plan Simplification and Enhancement Act of 2017 (Neal) H.R. 4637 - Small Business Add Value for Employees (SAVE) Act of 2017 (Kind) S. 940 - Shrinking Emergency Account Losses Act of 2017 (Enzi) S. 1005 - Modernization of Derivatives Tax Act of 2017 (Wyden) Preserving Retirement Savings Tax Incentives Tax-Exemption for Municipal Bond Interest Mandatory First-in, First-out cost Basis
Retirement Plan Simplification and Enhancement Act of 2017
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1 - To provide for reconciliation pursuant to titles II and V to the concurrent resolution on the budget for fiscal year 2018 (Brady) H.R. 3910 - Portability of Lifetime Income and Managed Account Options (Neal) H.R. 4204 - International Regulated Investment Company Act of 2017 (Marchant) H.R. 4523 - Automatic Retirement Plan Act of 2017 (Neal) H.R. 4524 - Retirement Plan Simplification and Enhancement Act of 2017 (Neal) H.R. 4637 - Small Business Add Value for Employees (SAVE) Act of 2017 (Kind) S. 940 - Shrinking Emergency Account Losses Act of 2017 (Enzi) S. 1005 - Modernization of Derivatives Tax Act of 2017 (Wyden) Preserving Retirement Savings Tax Incentives Tax-Exemption for Municipal Bond Interest Mandatory First-in, First-out cost Basis
H.R. 1 - To provide for reconciliation pursuant to titles II and V to the concurrent resolution on the budget for fiscal year 2018 (Brady) H.R. 3910 - Portability of Lifetime Income and Managed Account Options (Neal) H.R. 4204 - International Regulated Investment Company Act of 2017 (Marchant) H.R. 4523 - Automatic Retirement Plan Act of 2017 (Neal) H.R. 4524 - Retirement Plan Simplification and Enhancement Act of 2017 (Neal) H.R. 4637 - Small Business Add Value for Employees (SAVE) Act of 2017 (Kind) S. 940 - Shrinking Emergency Account Losses Act of 2017 (Enzi) S. 1005 - Modernization of Derivatives Tax Act of 2017 (Wyden) Preserving Retirement Savings Tax Incentives Tax-Exemption for Municipal Bond Interest Mandatory First-in, First-out cost Basis
Modernization of Derivatives Tax Act of 2017
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1 - To provide for reconciliation pursuant to titles II and V to the concurrent resolution on the budget for fiscal year 2018 (Brady) H.R. 3910 - Portability of Lifetime Income and Managed Account Options (Neal) H.R. 4204 - International Regulated Investment Company Act of 2017 (Marchant) H.R. 4523 - Automatic Retirement Plan Act of 2017 (Neal) H.R. 4524 - Retirement Plan Simplification and Enhancement Act of 2017 (Neal) H.R. 4637 - Small Business Add Value for Employees (SAVE) Act of 2017 (Kind) S. 940 - Shrinking Emergency Account Losses Act of 2017 (Enzi) S. 1005 - Modernization of Derivatives Tax Act of 2017 (Wyden) Preserving Retirement Savings Tax Incentives Tax-Exemption for Municipal Bond Interest Mandatory First-in, First-out cost Basis
H.R. 1 - To provide for reconciliation pursuant to titles II and V to the concurrent resolution on the budget for fiscal year 2018 (Brady) H.R. 3910 - Portability of Lifetime Income and Managed Account Options (Neal) H.R. 4204 - International Regulated Investment Company Act of 2017 (Marchant) H.R. 4523 - Automatic Retirement Plan Act of 2017 (Neal) H.R. 4524 - Retirement Plan Simplification and Enhancement Act of 2017 (Neal) H.R. 4637 - Small Business Add Value for Employees (SAVE) Act of 2017 (Kind) S. 940 - Shrinking Emergency Account Losses Act of 2017 (Enzi) S. 1005 - Modernization of Derivatives Tax Act of 2017 (Wyden) Preserving Retirement Savings Tax Incentives Tax-Exemption for Municipal Bond Interest Mandatory First-in, First-out cost Basis