Loading…
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.
Generating Retirement Ownership through Long-Term Holding
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1526, Retirement Savings for Americans Act of 2025 S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S. 2207, To amend the IRC of 1986 to reform the treatment of digital assets S. 4498, ABLE Tomorrow Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 8899, Digital Asset PARITY Act P.L. 119-21, Trump Accounts Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
Generating Retirement Ownership through Long-Term Holding
Client: INVESTMENT COMPANY INSTITUTE · Firm:
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
2026 · third_quarter · Q3
S. 4360, INSIGHT Act H.R. 2869, EBSA Investigations Transparency Act H.R. 2958, Balance the Scales Act H.R. 6084, ERISA Litigation Reform Act DOL proposed rule on Fiduciary Duties in Selecting Designated Investment Alternatives DOL QPAM Exemption E.O. Promoting Retirement-Savings Access for American Workers by Establishing TrumpIRA.gov
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Source: Senate LDA
S. 1526, Retirement Savings for Americans Act of 2025 S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S. 2207, To amend the IRC of 1986 to reform the treatment of digital assets S. 4498, ABLE Tomorrow Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 8899, Digital Asset PARITY Act P.L. 119-21, Trump Accounts implementation Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules E.O. Promoting Retirement-Savings Access for American Workers by Establishing TrumpIRA.gov Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
Generating Retirement Ownership through Long-Term Holding
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 1526, Retirement Savings for Americans Act of 2025 S 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S 2207, To amend the IRC of 1986 to reform the treatment of digital assets HR 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act HR 2696, Retirement Savings for Americans Act of 2025 Digital Asset PARITY Act PL 119-21, Trump Accounts implementation Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
Financial Exploitation Prevention Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Retirement Savings for Americans Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1526, Retirement Savings for Americans Act of 2025 S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S. 2207, To amend the IRC of 1986 to reform the treatment of digital assets S. 4498, ABLE Tomorrow Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 8899, Digital Asset PARITY Act P.L. 119-21, Trump Accounts implementation Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules E.O. Promoting Retirement-Savings Access for American Workers by Establishing TrumpIRA.gov Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
Retirement Savings for Americans Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 1526, Retirement Savings for Americans Act of 2025 S 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S 2207, To amend the IRC of 1986 to reform the treatment of digital assets HR 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act HR 2696, Retirement Savings for Americans Act of 2025 Digital Asset PARITY Act PL 119-21, Trump Accounts implementation Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
Retirement Savings for Americans Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1526, Retirement Savings for Americans Act of 2025 S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S. 2207, To amend the IRC of 1986 to reform the treatment of digital assets S. 4498, ABLE Tomorrow Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 8899, Digital Asset PARITY Act P.L. 119-21, Trump Accounts Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
EBSA Investigations Transparency Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2869, EBSA Investigations Transparency Act H.R. 2958, Balance the Scales Act H.R. 6084, ERISA Litigation Reform Act DOL proposed rule on Fiduciary Duties in Selecting Designated Investment Alternatives DOL QPAM Exemption
EBSA Investigations Transparency Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 3086, Restoring Integrity in Fiduciary Duty Act HR 2869, EBSA Investigations Transparency Act HR 2958, Balance the Scales Act HR 2988, Protecting Prudent Investment of Retirement Savings Act HR 6084, ERISA Litigation Reform Act EO on Democratizing Access to Alternative Assets for 401(k) Investors DOL proposed rule on "Fiduciary Duties in Selecting Designated Investment Alternatives"
EBSA Investigations Transparency Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 4360, INSIGHT Act H.R. 2869, EBSA Investigations Transparency Act H.R. 2958, Balance the Scales Act H.R. 6084, ERISA Litigation Reform Act DOL proposed rule on Fiduciary Duties in Selecting Designated Investment Alternatives DOL QPAM Exemption E.O. Promoting Retirement-Savings Access for American Workers by Establishing TrumpIRA.gov
Balance the Scales Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 3086, Restoring Integrity in Fiduciary Duty Act HR 2869, EBSA Investigations Transparency Act HR 2958, Balance the Scales Act HR 2988, Protecting Prudent Investment of Retirement Savings Act HR 6084, ERISA Litigation Reform Act EO on Democratizing Access to Alternative Assets for 401(k) Investors DOL proposed rule on "Fiduciary Duties in Selecting Designated Investment Alternatives"
Balance the Scales Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2869, EBSA Investigations Transparency Act H.R. 2958, Balance the Scales Act H.R. 6084, ERISA Litigation Reform Act DOL proposed rule on Fiduciary Duties in Selecting Designated Investment Alternatives DOL QPAM Exemption
Balance the Scales Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 4360, INSIGHT Act H.R. 2869, EBSA Investigations Transparency Act H.R. 2958, Balance the Scales Act H.R. 6084, ERISA Litigation Reform Act DOL proposed rule on Fiduciary Duties in Selecting Designated Investment Alternatives DOL QPAM Exemption E.O. Promoting Retirement-Savings Access for American Workers by Establishing TrumpIRA.gov
Protecting Prudent Investment of Retirement Savings Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 3086, Restoring Integrity in Fiduciary Duty Act HR 2869, EBSA Investigations Transparency Act HR 2958, Balance the Scales Act HR 2988, Protecting Prudent Investment of Retirement Savings Act HR 6084, ERISA Litigation Reform Act EO on Democratizing Access to Alternative Assets for 401(k) Investors DOL proposed rule on "Fiduciary Duties in Selecting Designated Investment Alternatives"
Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Digital Asset Market Clarity Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Financial Stability Oversight Council Improvement Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
ERISA Litigation Reform Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2869, EBSA Investigations Transparency Act H.R. 2958, Balance the Scales Act H.R. 6084, ERISA Litigation Reform Act DOL proposed rule on Fiduciary Duties in Selecting Designated Investment Alternatives DOL QPAM Exemption
ERISA Litigation Reform Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 4360, INSIGHT Act H.R. 2869, EBSA Investigations Transparency Act H.R. 2958, Balance the Scales Act H.R. 6084, ERISA Litigation Reform Act DOL proposed rule on Fiduciary Duties in Selecting Designated Investment Alternatives DOL QPAM Exemption E.O. Promoting Retirement-Savings Access for American Workers by Establishing TrumpIRA.gov
ERISA Litigation Reform Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 3086, Restoring Integrity in Fiduciary Duty Act HR 2869, EBSA Investigations Transparency Act HR 2958, Balance the Scales Act HR 2988, Protecting Prudent Investment of Retirement Savings Act HR 6084, ERISA Litigation Reform Act EO on Democratizing Access to Alternative Assets for 401(k) Investors DOL proposed rule on "Fiduciary Duties in Selecting Designated Investment Alternatives"
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Digital Asset PARITY Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1526, Retirement Savings for Americans Act of 2025 S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S. 2207, To amend the IRC of 1986 to reform the treatment of digital assets S. 4498, ABLE Tomorrow Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 8899, Digital Asset PARITY Act P.L. 119-21, Trump Accounts implementation Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules E.O. Promoting Retirement-Savings Access for American Workers by Establishing TrumpIRA.gov Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
Digital Asset PARITY Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1526, Retirement Savings for Americans Act of 2025 S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S. 2207, To amend the IRC of 1986 to reform the treatment of digital assets S. 4498, ABLE Tomorrow Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 8899, Digital Asset PARITY Act P.L. 119-21, Trump Accounts Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
Retirement Savings for Americans Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1526, Retirement Savings for Americans Act of 2025 S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S. 2207, To amend the IRC of 1986 to reform the treatment of digital assets S. 4498, ABLE Tomorrow Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 8899, Digital Asset PARITY Act P.L. 119-21, Trump Accounts implementation Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules E.O. Promoting Retirement-Savings Access for American Workers by Establishing TrumpIRA.gov Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
Retirement Savings for Americans Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1526, Retirement Savings for Americans Act of 2025 S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S. 2207, To amend the IRC of 1986 to reform the treatment of digital assets S. 4498, ABLE Tomorrow Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 8899, Digital Asset PARITY Act P.L. 119-21, Trump Accounts Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
Retirement Savings for Americans Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 1526, Retirement Savings for Americans Act of 2025 S 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S 2207, To amend the IRC of 1986 to reform the treatment of digital assets HR 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act HR 2696, Retirement Savings for Americans Act of 2025 Digital Asset PARITY Act PL 119-21, Trump Accounts implementation Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
Access to Small Business Investor Capital Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Generating Retirement Ownership through Long-Term Holding
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1526, Retirement Savings for Americans Act of 2025 S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S. 2207, To amend the IRC of 1986 to reform the treatment of digital assets S. 4498, ABLE Tomorrow Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 8899, Digital Asset PARITY Act P.L. 119-21, Trump Accounts implementation Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules E.O. Promoting Retirement-Savings Access for American Workers by Establishing TrumpIRA.gov Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
Generating Retirement Ownership through Long-Term Holding
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1526, Retirement Savings for Americans Act of 2025 S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S. 2207, To amend the IRC of 1986 to reform the treatment of digital assets S. 4498, ABLE Tomorrow Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 8899, Digital Asset PARITY Act P.L. 119-21, Trump Accounts Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
Generating Retirement Ownership through Long-Term Holding
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 1526, Retirement Savings for Americans Act of 2025 S 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S 2207, To amend the IRC of 1986 to reform the treatment of digital assets HR 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act HR 2696, Retirement Savings for Americans Act of 2025 Digital Asset PARITY Act PL 119-21, Trump Accounts implementation Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
Improving Disclosure for Investors Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
A bill to amend the Internal Revenue Code of 1986 to reform the treatment of digital assets.
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1526, Retirement Savings for Americans Act of 2025 S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S. 2207, To amend the IRC of 1986 to reform the treatment of digital assets S. 4498, ABLE Tomorrow Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 8899, Digital Asset PARITY Act P.L. 119-21, Trump Accounts implementation Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules E.O. Promoting Retirement-Savings Access for American Workers by Establishing TrumpIRA.gov Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
A bill to amend the Internal Revenue Code of 1986 to reform the treatment of digital assets.
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1526, Retirement Savings for Americans Act of 2025 S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S. 2207, To amend the IRC of 1986 to reform the treatment of digital assets S. 4498, ABLE Tomorrow Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 8899, Digital Asset PARITY Act P.L. 119-21, Trump Accounts Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
A bill to amend the Internal Revenue Code of 1986 to reform the treatment of digital assets.
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 1526, Retirement Savings for Americans Act of 2025 S 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S 2207, To amend the IRC of 1986 to reform the treatment of digital assets HR 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act HR 2696, Retirement Savings for Americans Act of 2025 Digital Asset PARITY Act PL 119-21, Trump Accounts implementation Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
Financial Exploitation Prevention Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Restoring Integrity in Fiduciary Duty Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 3086, Restoring Integrity in Fiduciary Duty Act HR 2869, EBSA Investigations Transparency Act HR 2958, Balance the Scales Act HR 2988, Protecting Prudent Investment of Retirement Savings Act HR 6084, ERISA Litigation Reform Act EO on Democratizing Access to Alternative Assets for 401(k) Investors DOL proposed rule on "Fiduciary Duties in Selecting Designated Investment Alternatives"
Financial Stability Oversight Council Improvement Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Increasing Investor Opportunities Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
S. 4360, INSIGHT Act H.R. 2869, EBSA Investigations Transparency Act H.R. 2958, Balance the Scales Act H.R. 6084, ERISA Litigation Reform Act DOL proposed rule on Fiduciary Duties in Selecting Designated Investment Alternatives DOL QPAM Exemption E.O. Promoting Retirement-Savings Access for American Workers by Establishing TrumpIRA.gov
S. 1526, Retirement Savings for Americans Act of 2025 S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S. 2207, To amend the IRC of 1986 to reform the treatment of digital assets S. 4498, ABLE Tomorrow Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 8899, Digital Asset PARITY Act P.L. 119-21, Trump Accounts implementation Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules E.O. Promoting Retirement-Savings Access for American Workers by Establishing TrumpIRA.gov Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
S. 1526, Retirement Savings for Americans Act of 2025 S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S. 2207, To amend the IRC of 1986 to reform the treatment of digital assets S. 4498, ABLE Tomorrow Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 8899, Digital Asset PARITY Act P.L. 119-21, Trump Accounts Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1, One Big Beautiful Bill Act (Section 899, Trump Accounts, 199A/BDCs, remittance tax)
An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1, One Big Beautiful Bill Act implementation (Trump Accounts)
An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 1526, Retirement Savings for Americans Act of 2025 S 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act HR 591, Defending American Jobs and Investment Act / Section 899 HR 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act HR 2696, Retirement Savings for Americans Act of 2025 Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts Regulated Investment Company asset diversification requirements and good income test Tax deferral of retirement contributions Trump Accounts implementation (HR 1, One Big Beautiful Bill Act) IRC section 852(b)(6)
H.R. 2067, Protecting Americans Retirement Savings Act S. 928, Protecting Americans Retirement Savings Act ERISA litigation pleading standards
Generating Retirement Ownership through Long-Term Holding
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 1526, Retirement Savings for Americans Act of 2025 S 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act HR 591, Defending American Jobs and Investment Act / Section 899 HR 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act HR 2696, Retirement Savings for Americans Act of 2025 Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts Regulated Investment Company asset diversification requirements and good income test Tax deferral of retirement contributions Trump Accounts implementation (HR 1, One Big Beautiful Bill Act) IRC section 852(b)(6)
Generating Retirement Ownership through Long-Term Holding
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 989, Precious Metals Parity Act S. 1526, Retirement Savings for Americans Act of 2025 S. 1718, Invest America Act S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 2852, Expanded Student Savers Tax Credit Act Australia Public Country-by-Country Reporting IRC section 852(b)(6) Municipal bond interest tax exemption Regulated Investment Company asset diversification requirements and good income test Tax deferral of retirement contributions
Generating Retirement Ownership through Long-Term Holding
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 591, Defending American Jobs and Investment Act H.R. 2089, Generating Retail Ownership Through Long-Term Holding Act H.R. 2696, Retirement Savings for Americans Act IRC section 852(b)(6) Municipal bond interest tax exemption Regulated Investment Company asset diversification requirements and good income test Tax deferral of retirement contributions
Retirement Savings for Americans Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 1526, Retirement Savings for Americans Act of 2025 S 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act HR 591, Defending American Jobs and Investment Act / Section 899 HR 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act HR 2696, Retirement Savings for Americans Act of 2025 Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts Regulated Investment Company asset diversification requirements and good income test Tax deferral of retirement contributions Trump Accounts implementation (HR 1, One Big Beautiful Bill Act) IRC section 852(b)(6)
Retirement Savings for Americans Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 591, Defending American Jobs and Investment Act H.R. 2089, Generating Retail Ownership Through Long-Term Holding Act H.R. 2696, Retirement Savings for Americans Act IRC section 852(b)(6) Municipal bond interest tax exemption Regulated Investment Company asset diversification requirements and good income test Tax deferral of retirement contributions
Retirement Savings for Americans Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 989, Precious Metals Parity Act S. 1526, Retirement Savings for Americans Act of 2025 S. 1718, Invest America Act S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 2852, Expanded Student Savers Tax Credit Act Australia Public Country-by-Country Reporting IRC section 852(b)(6) Municipal bond interest tax exemption Regulated Investment Company asset diversification requirements and good income test Tax deferral of retirement contributions
Expanded Student Saver’s Tax Credit Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 989, Precious Metals Parity Act S. 1526, Retirement Savings for Americans Act of 2025 S. 1718, Invest America Act S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 2852, Expanded Student Savers Tax Credit Act Australia Public Country-by-Country Reporting IRC section 852(b)(6) Municipal bond interest tax exemption Regulated Investment Company asset diversification requirements and good income test Tax deferral of retirement contributions
EBSA Investigations Transparency Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
HR 2869, EBSA Investigations Transparency Act HR 2958, Balance the Scales Act HR 2988, Protecting Prudent Investment of Retirement Savings Act HR 5325, Unclaimed Retirement Rescue Plan HR 6084, ERISA Litigation Reform Act EO on Democratizing Access to Alternative Assets for 401(k) Investors
EBSA Investigations Transparency Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2869, EBSA Investigations Transparency Act H.R. 2958, Balance the Scales Act H.R. 2988, Protecting Prudent Investment of Retirement Savings Act H.R. 5325, Unclaimed Retirement Rescue Plan Executive Order on Democratizing Access to Alternative Assets for 401(k) Investors ERISA litigation reform and pleading standards
EBSA Investigations Transparency Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 928, Protecting Americans Retirement Savings Act S. 1707, Helping Young Americans Save for Retirement Act H.R. 2869, EBSA Investigations Transparency Act H.R. 2988, Protecting Prudent Investment of Retirement Savings Act DOL Guidance on Holding Cryptocurrency in 401(k) Plans ERISA litigation reform and pleading standards
Balance the Scales Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2869, EBSA Investigations Transparency Act H.R. 2958, Balance the Scales Act H.R. 2988, Protecting Prudent Investment of Retirement Savings Act H.R. 5325, Unclaimed Retirement Rescue Plan Executive Order on Democratizing Access to Alternative Assets for 401(k) Investors ERISA litigation reform and pleading standards
Balance the Scales Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
HR 2869, EBSA Investigations Transparency Act HR 2958, Balance the Scales Act HR 2988, Protecting Prudent Investment of Retirement Savings Act HR 5325, Unclaimed Retirement Rescue Plan HR 6084, ERISA Litigation Reform Act EO on Democratizing Access to Alternative Assets for 401(k) Investors
Protecting Prudent Investment of Retirement Savings Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
HR 2869, EBSA Investigations Transparency Act HR 2958, Balance the Scales Act HR 2988, Protecting Prudent Investment of Retirement Savings Act HR 5325, Unclaimed Retirement Rescue Plan HR 6084, ERISA Litigation Reform Act EO on Democratizing Access to Alternative Assets for 401(k) Investors
Protecting Prudent Investment of Retirement Savings Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 928, Protecting Americans Retirement Savings Act S. 1707, Helping Young Americans Save for Retirement Act H.R. 2869, EBSA Investigations Transparency Act H.R. 2988, Protecting Prudent Investment of Retirement Savings Act DOL Guidance on Holding Cryptocurrency in 401(k) Plans ERISA litigation reform and pleading standards
Protecting Prudent Investment of Retirement Savings Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2869, EBSA Investigations Transparency Act H.R. 2958, Balance the Scales Act H.R. 2988, Protecting Prudent Investment of Retirement Savings Act H.R. 5325, Unclaimed Retirement Rescue Plan Executive Order on Democratizing Access to Alternative Assets for 401(k) Investors ERISA litigation reform and pleading standards
Unclaimed Retirement Rescue Plan
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
HR 2869, EBSA Investigations Transparency Act HR 2958, Balance the Scales Act HR 2988, Protecting Prudent Investment of Retirement Savings Act HR 5325, Unclaimed Retirement Rescue Plan HR 6084, ERISA Litigation Reform Act EO on Democratizing Access to Alternative Assets for 401(k) Investors
Unclaimed Retirement Rescue Plan
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2869, EBSA Investigations Transparency Act H.R. 2958, Balance the Scales Act H.R. 2988, Protecting Prudent Investment of Retirement Savings Act H.R. 5325, Unclaimed Retirement Rescue Plan Executive Order on Democratizing Access to Alternative Assets for 401(k) Investors ERISA litigation reform and pleading standards
Defending American Jobs and Investment Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 1526, Retirement Savings for Americans Act of 2025 S 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act HR 591, Defending American Jobs and Investment Act / Section 899 HR 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act HR 2696, Retirement Savings for Americans Act of 2025 Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts Regulated Investment Company asset diversification requirements and good income test Tax deferral of retirement contributions Trump Accounts implementation (HR 1, One Big Beautiful Bill Act) IRC section 852(b)(6)
Defending American Jobs and Investment Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 591, Defending American Jobs and Investment Act H.R. 2089, Generating Retail Ownership Through Long-Term Holding Act H.R. 2696, Retirement Savings for Americans Act IRC section 852(b)(6) Municipal bond interest tax exemption Regulated Investment Company asset diversification requirements and good income test Tax deferral of retirement contributions
ERISA Litigation Reform Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
HR 2869, EBSA Investigations Transparency Act HR 2958, Balance the Scales Act HR 2988, Protecting Prudent Investment of Retirement Savings Act HR 5325, Unclaimed Retirement Rescue Plan HR 6084, ERISA Litigation Reform Act EO on Democratizing Access to Alternative Assets for 401(k) Investors
Retirement Savings for Americans Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 989, Precious Metals Parity Act S. 1526, Retirement Savings for Americans Act of 2025 S. 1718, Invest America Act S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 2852, Expanded Student Savers Tax Credit Act Australia Public Country-by-Country Reporting IRC section 852(b)(6) Municipal bond interest tax exemption Regulated Investment Company asset diversification requirements and good income test Tax deferral of retirement contributions
Retirement Savings for Americans Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 1526, Retirement Savings for Americans Act of 2025 S 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act HR 591, Defending American Jobs and Investment Act / Section 899 HR 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act HR 2696, Retirement Savings for Americans Act of 2025 Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts Regulated Investment Company asset diversification requirements and good income test Tax deferral of retirement contributions Trump Accounts implementation (HR 1, One Big Beautiful Bill Act) IRC section 852(b)(6)
Helping Young Americans Save for Retirement Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 928, Protecting Americans Retirement Savings Act S. 1707, Helping Young Americans Save for Retirement Act H.R. 2869, EBSA Investigations Transparency Act H.R. 2988, Protecting Prudent Investment of Retirement Savings Act DOL Guidance on Holding Cryptocurrency in 401(k) Plans ERISA litigation reform and pleading standards
S. 989, Precious Metals Parity Act S. 1526, Retirement Savings for Americans Act of 2025 S. 1718, Invest America Act S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 2852, Expanded Student Savers Tax Credit Act Australia Public Country-by-Country Reporting IRC section 852(b)(6) Municipal bond interest tax exemption Regulated Investment Company asset diversification requirements and good income test Tax deferral of retirement contributions
Generating Retirement Ownership through Long-Term Holding
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 989, Precious Metals Parity Act S. 1526, Retirement Savings for Americans Act of 2025 S. 1718, Invest America Act S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 2852, Expanded Student Savers Tax Credit Act Australia Public Country-by-Country Reporting IRC section 852(b)(6) Municipal bond interest tax exemption Regulated Investment Company asset diversification requirements and good income test Tax deferral of retirement contributions
Generating Retirement Ownership through Long-Term Holding
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 1526, Retirement Savings for Americans Act of 2025 S 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act HR 591, Defending American Jobs and Investment Act / Section 899 HR 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act HR 2696, Retirement Savings for Americans Act of 2025 Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts Regulated Investment Company asset diversification requirements and good income test Tax deferral of retirement contributions Trump Accounts implementation (HR 1, One Big Beautiful Bill Act) IRC section 852(b)(6)
H.R. 2067, Protecting Americans Retirement Savings Act S. 928, Protecting Americans Retirement Savings Act ERISA litigation pleading standards
S. 928, Protecting Americans Retirement Savings Act S. 1707, Helping Young Americans Save for Retirement Act H.R. 2869, EBSA Investigations Transparency Act H.R. 2988, Protecting Prudent Investment of Retirement Savings Act DOL Guidance on Holding Cryptocurrency in 401(k) Plans ERISA litigation reform and pleading standards
Precious Metals Parity Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 989, Precious Metals Parity Act S. 1526, Retirement Savings for Americans Act of 2025 S. 1718, Invest America Act S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 2852, Expanded Student Savers Tax Credit Act Australia Public Country-by-Country Reporting IRC section 852(b)(6) Municipal bond interest tax exemption Regulated Investment Company asset diversification requirements and good income test Tax deferral of retirement contributions
Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Financial Stability Oversight Council related to "Guidance on Nonbank Financial Company Determinations".
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 500, Financial Exploitation Prevention Act of 2023 H.R. 1807, Improving Disclosure for Investors Act of 2023 H.R. 2627, Increasing Investor Opportunities Act H.R. 2799, Expanding Access to Capital Act of 2023 H.R. 3063, Retirement Fairness for Charities and Educational Institutions Act of 2023 H.R. 3812, Financial Stability Oversight Council Improvement Act of 2023 H.R. 4645, Empowering Shareholders Act of 2023 H.R. 4790, Prioritizing Economic Growth Over Woke Policies Act H.R. 6783, Capital Markets Financing and Economic Growth Investments Act of 2023 H.R. 7030, Review the Expansion of Government Act of 2024 H.R. 8339, SEC Reform and Restructuring Act H.R. 8478, Empowering States to Protect Seniors Against Bad Actors Act H.J. Res. 120, Congressional Disapproval of FSOC rule on "Guidance on Nonbank Financial Company Determinations" S. 1481, Financial Exploitation Prevention Act of 2023 S. 3601, Financial Stability Oversight Council Improvement Act of 2024 S. 3735, Protecting Innovation in Investment Act S. 3815, Improving Disclosure for Investors Act of 2024 S. 4371, Empowering States to Protect Seniors Against Bad Actors Act S. 4917, Retirement Fairness for Charities and Educational Institutions Act of 2024 S. 5139, Empowering Main Street in America Act Outbound investment screening General concerns regarding the volume, interconnectedness, and length of comment periods of SEC proposals SEC mandatory swing pricing, hard close, and liquidity risk management proposal SEC predictive data analytics proposal Streamline and modernize the SEC staff no-action letter/guidance and exemptive order process Resolution recognizing the 100th anniversary of the Mutual Fund
Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Labor relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary".
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.J. Res. 142, Congressional Disapproval of DOL rule relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary" S.J. Res. 79, Congressional Disapproval of DOL rule relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary"
Improving Disclosure for Investors Act of 2023
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 500, Financial Exploitation Prevention Act of 2023 H.R. 1807, Improving Disclosure for Investors Act of 2023 H.R. 2627, Increasing Investor Opportunities Act H.R. 2799, Expanding Access to Capital Act of 2023 H.R. 3063, Retirement Fairness for Charities and Educational Institutions Act of 2023 H.R. 3812, Financial Stability Oversight Council Improvement Act of 2023 H.R. 4645, Empowering Shareholders Act of 2023 H.R. 4790, Prioritizing Economic Growth Over Woke Policies Act H.R. 6783, Capital Markets Financing and Economic Growth Investments Act of 2023 H.R. 7030, Review the Expansion of Government Act of 2024 H.R. 8339, SEC Reform and Restructuring Act H.R. 8478, Empowering States to Protect Seniors Against Bad Actors Act H.J. Res. 120, Congressional Disapproval of FSOC rule on "Guidance on Nonbank Financial Company Determinations" S. 1481, Financial Exploitation Prevention Act of 2023 S. 3601, Financial Stability Oversight Council Improvement Act of 2024 S. 3735, Protecting Innovation in Investment Act S. 3815, Improving Disclosure for Investors Act of 2024 S. 4371, Empowering States to Protect Seniors Against Bad Actors Act S. 4917, Retirement Fairness for Charities and Educational Institutions Act of 2024 S. 5139, Empowering Main Street in America Act Outbound investment screening General concerns regarding the volume, interconnectedness, and length of comment periods of SEC proposals SEC mandatory swing pricing, hard close, and liquidity risk management proposal SEC predictive data analytics proposal Streamline and modernize the SEC staff no-action letter/guidance and exemptive order process Resolution recognizing the 100th anniversary of the Mutual Fund
Improving Disclosure for Investors Act of 2023
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 448, Putting Investors First Act of 2023 H.R. 500, Financial Exploitation Prevention Act of 2023 H.R. 760, Chinese Military and Surveillance Company Sanctions Act of 2023 H.R. 1807, Improving Disclosure for Investors Act of 2023 H.R. 2627, Increasing Investor Opportunities Act H.R. 2799, Expanding Access to Capital Act of 2023 H.R. 3063, Retirement Fairness for Charities and Educational Institutions Act of 2023 H.R. 3812, Financial Stability Oversight Council Improvement Act of 2023 H.R. 4168, Mandatory Materiality Requirement Act of 2023 H.R. 4237, Ensuring Sound Guidance Act H.R. 4600, Protecting Retail Investors Savings Act H.R. 4645, Empowering Shareholders Act of 2023 H.R. 4767, Protecting Americans Retirement Savings from Politics Act H.R. 4790, GUARDRAIL Act of 2023 H.R. 6783, Capital Markets Financing and Economic Growth Investments Act of 2023 H.R. 7030, Review the Expansion of Government Act of 2024 SEC Regulatory Accountability Act S. 1481, Financial Exploitation Prevention Act of 2023 S. 1799, Putting Investors First Act of 2023 S. 2005, Mandatory Materiality Requirement Act of 2023 S. 2700, INDEX Act S. 3601, Financial Stability Oversight Council Improvement Act of 2024 S. 3735, Protecting Innovation in Investment Act S. 3815, Improving Disclosure for Investors Act of 2024 General concerns regarding the volume, interconnectedness, and length of comment periods of SEC proposals SEC mandatory swing pricing, hard close, and liquidity risk management proposal SEC predictive data analytics proposal Streamline and modernize the SEC staff no-action letter/guidance and exemptive order process
Increasing Investor Opportunities Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 448, Putting Investors First Act of 2023 H.R. 500, Financial Exploitation Prevention Act of 2023 H.R. 760, Chinese Military and Surveillance Company Sanctions Act of 2023 H.R. 1807, Improving Disclosure for Investors Act of 2023 H.R. 2627, Increasing Investor Opportunities Act H.R. 2799, Expanding Access to Capital Act of 2023 H.R. 3063, Retirement Fairness for Charities and Educational Institutions Act of 2023 H.R. 3812, Financial Stability Oversight Council Improvement Act of 2023 H.R. 4168, Mandatory Materiality Requirement Act of 2023 H.R. 4237, Ensuring Sound Guidance Act H.R. 4600, Protecting Retail Investors Savings Act H.R. 4645, Empowering Shareholders Act of 2023 H.R. 4767, Protecting Americans Retirement Savings from Politics Act H.R. 4790, GUARDRAIL Act of 2023 H.R. 6783, Capital Markets Financing and Economic Growth Investments Act of 2023 H.R. 7030, Review the Expansion of Government Act of 2024 SEC Regulatory Accountability Act S. 1481, Financial Exploitation Prevention Act of 2023 S. 1799, Putting Investors First Act of 2023 S. 2005, Mandatory Materiality Requirement Act of 2023 S. 2700, INDEX Act S. 3601, Financial Stability Oversight Council Improvement Act of 2024 S. 3735, Protecting Innovation in Investment Act S. 3815, Improving Disclosure for Investors Act of 2024 General concerns regarding the volume, interconnectedness, and length of comment periods of SEC proposals SEC mandatory swing pricing, hard close, and liquidity risk management proposal SEC predictive data analytics proposal Streamline and modernize the SEC staff no-action letter/guidance and exemptive order process
Increasing Investor Opportunities Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 500, Financial Exploitation Prevention Act of 2023 H.R. 1807, Improving Disclosure for Investors Act of 2023 H.R. 2627, Increasing Investor Opportunities Act H.R. 2799, Expanding Access to Capital Act of 2023 H.R. 3063, Retirement Fairness for Charities and Educational Institutions Act of 2023 H.R. 3812, Financial Stability Oversight Council Improvement Act of 2023 H.R. 4645, Empowering Shareholders Act of 2023 H.R. 4790, Prioritizing Economic Growth Over Woke Policies Act H.R. 6783, Capital Markets Financing and Economic Growth Investments Act of 2023 H.R. 7030, Review the Expansion of Government Act of 2024 H.R. 8339, SEC Reform and Restructuring Act H.R. 8478, Empowering States to Protect Seniors Against Bad Actors Act H.J. Res. 120, Congressional Disapproval of FSOC rule on "Guidance on Nonbank Financial Company Determinations" S. 1481, Financial Exploitation Prevention Act of 2023 S. 3601, Financial Stability Oversight Council Improvement Act of 2024 S. 3735, Protecting Innovation in Investment Act S. 3815, Improving Disclosure for Investors Act of 2024 S. 4371, Empowering States to Protect Seniors Against Bad Actors Act S. 4917, Retirement Fairness for Charities and Educational Institutions Act of 2024 S. 5139, Empowering Main Street in America Act Outbound investment screening General concerns regarding the volume, interconnectedness, and length of comment periods of SEC proposals SEC mandatory swing pricing, hard close, and liquidity risk management proposal SEC predictive data analytics proposal Streamline and modernize the SEC staff no-action letter/guidance and exemptive order process Resolution recognizing the 100th anniversary of the Mutual Fund
Expanding Access to Capital Act of 2023
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 500, Financial Exploitation Prevention Act of 2023 H.R. 1807, Improving Disclosure for Investors Act of 2023 H.R. 2627, Increasing Investor Opportunities Act H.R. 2799, Expanding Access to Capital Act of 2023 H.R. 3063, Retirement Fairness for Charities and Educational Institutions Act of 2023 H.R. 3812, Financial Stability Oversight Council Improvement Act of 2023 H.R. 4645, Empowering Shareholders Act of 2023 H.R. 4790, Prioritizing Economic Growth Over Woke Policies Act H.R. 6783, Capital Markets Financing and Economic Growth Investments Act of 2023 H.R. 7030, Review the Expansion of Government Act of 2024 H.R. 8339, SEC Reform and Restructuring Act H.R. 8478, Empowering States to Protect Seniors Against Bad Actors Act H.J. Res. 120, Congressional Disapproval of FSOC rule on "Guidance on Nonbank Financial Company Determinations" S. 1481, Financial Exploitation Prevention Act of 2023 S. 3601, Financial Stability Oversight Council Improvement Act of 2024 S. 3735, Protecting Innovation in Investment Act S. 3815, Improving Disclosure for Investors Act of 2024 S. 4371, Empowering States to Protect Seniors Against Bad Actors Act S. 4917, Retirement Fairness for Charities and Educational Institutions Act of 2024 S. 5139, Empowering Main Street in America Act Outbound investment screening General concerns regarding the volume, interconnectedness, and length of comment periods of SEC proposals SEC mandatory swing pricing, hard close, and liquidity risk management proposal SEC predictive data analytics proposal Streamline and modernize the SEC staff no-action letter/guidance and exemptive order process Resolution recognizing the 100th anniversary of the Mutual Fund
Expanding Access to Capital Act of 2023
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 448, Putting Investors First Act of 2023 H.R. 500, Financial Exploitation Prevention Act of 2023 H.R. 760, Chinese Military and Surveillance Company Sanctions Act of 2023 H.R. 1807, Improving Disclosure for Investors Act of 2023 H.R. 2627, Increasing Investor Opportunities Act H.R. 2799, Expanding Access to Capital Act of 2023 H.R. 3063, Retirement Fairness for Charities and Educational Institutions Act of 2023 H.R. 3812, Financial Stability Oversight Council Improvement Act of 2023 H.R. 4168, Mandatory Materiality Requirement Act of 2023 H.R. 4237, Ensuring Sound Guidance Act H.R. 4600, Protecting Retail Investors Savings Act H.R. 4645, Empowering Shareholders Act of 2023 H.R. 4767, Protecting Americans Retirement Savings from Politics Act H.R. 4790, GUARDRAIL Act of 2023 H.R. 6783, Capital Markets Financing and Economic Growth Investments Act of 2023 H.R. 7030, Review the Expansion of Government Act of 2024 SEC Regulatory Accountability Act S. 1481, Financial Exploitation Prevention Act of 2023 S. 1799, Putting Investors First Act of 2023 S. 2005, Mandatory Materiality Requirement Act of 2023 S. 2700, INDEX Act S. 3601, Financial Stability Oversight Council Improvement Act of 2024 S. 3735, Protecting Innovation in Investment Act S. 3815, Improving Disclosure for Investors Act of 2024 General concerns regarding the volume, interconnectedness, and length of comment periods of SEC proposals SEC mandatory swing pricing, hard close, and liquidity risk management proposal SEC predictive data analytics proposal Streamline and modernize the SEC staff no-action letter/guidance and exemptive order process
Retirement Fairness for Charities and Educational Institutions Act of 2023
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 500, Financial Exploitation Prevention Act of 2023 H.R. 1807, Improving Disclosure for Investors Act of 2023 H.R. 2627, Increasing Investor Opportunities Act H.R. 2799, Expanding Access to Capital Act of 2023 H.R. 3063, Retirement Fairness for Charities and Educational Institutions Act of 2023 H.R. 3812, Financial Stability Oversight Council Improvement Act of 2023 H.R. 4645, Empowering Shareholders Act of 2023 H.R. 4790, Prioritizing Economic Growth Over Woke Policies Act H.R. 6783, Capital Markets Financing and Economic Growth Investments Act of 2023 H.R. 7030, Review the Expansion of Government Act of 2024 H.R. 8339, SEC Reform and Restructuring Act H.R. 8478, Empowering States to Protect Seniors Against Bad Actors Act H.J. Res. 120, Congressional Disapproval of FSOC rule on "Guidance on Nonbank Financial Company Determinations" S. 1481, Financial Exploitation Prevention Act of 2023 S. 3601, Financial Stability Oversight Council Improvement Act of 2024 S. 3735, Protecting Innovation in Investment Act S. 3815, Improving Disclosure for Investors Act of 2024 S. 4371, Empowering States to Protect Seniors Against Bad Actors Act S. 4917, Retirement Fairness for Charities and Educational Institutions Act of 2024 S. 5139, Empowering Main Street in America Act Outbound investment screening General concerns regarding the volume, interconnectedness, and length of comment periods of SEC proposals SEC mandatory swing pricing, hard close, and liquidity risk management proposal SEC predictive data analytics proposal Streamline and modernize the SEC staff no-action letter/guidance and exemptive order process Resolution recognizing the 100th anniversary of the Mutual Fund
Retirement Fairness for Charities and Educational Institutions Act of 2023
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 448, Putting Investors First Act of 2023 H.R. 500, Financial Exploitation Prevention Act of 2023 H.R. 760, Chinese Military and Surveillance Company Sanctions Act of 2023 H.R. 1807, Improving Disclosure for Investors Act of 2023 H.R. 2627, Increasing Investor Opportunities Act H.R. 2799, Expanding Access to Capital Act of 2023 H.R. 3063, Retirement Fairness for Charities and Educational Institutions Act of 2023 H.R. 3812, Financial Stability Oversight Council Improvement Act of 2023 H.R. 4168, Mandatory Materiality Requirement Act of 2023 H.R. 4237, Ensuring Sound Guidance Act H.R. 4600, Protecting Retail Investors Savings Act H.R. 4645, Empowering Shareholders Act of 2023 H.R. 4767, Protecting Americans Retirement Savings from Politics Act H.R. 4790, GUARDRAIL Act of 2023 H.R. 6783, Capital Markets Financing and Economic Growth Investments Act of 2023 H.R. 7030, Review the Expansion of Government Act of 2024 SEC Regulatory Accountability Act S. 1481, Financial Exploitation Prevention Act of 2023 S. 1799, Putting Investors First Act of 2023 S. 2005, Mandatory Materiality Requirement Act of 2023 S. 2700, INDEX Act S. 3601, Financial Stability Oversight Council Improvement Act of 2024 S. 3735, Protecting Innovation in Investment Act S. 3815, Improving Disclosure for Investors Act of 2024 General concerns regarding the volume, interconnectedness, and length of comment periods of SEC proposals SEC mandatory swing pricing, hard close, and liquidity risk management proposal SEC predictive data analytics proposal Streamline and modernize the SEC staff no-action letter/guidance and exemptive order process
Financial Stability Oversight Council Improvement Act of 2023
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 448, Putting Investors First Act of 2023 H.R. 500, Financial Exploitation Prevention Act of 2023 H.R. 760, Chinese Military and Surveillance Company Sanctions Act of 2023 H.R. 1807, Improving Disclosure for Investors Act of 2023 H.R. 2627, Increasing Investor Opportunities Act H.R. 2799, Expanding Access to Capital Act of 2023 H.R. 3063, Retirement Fairness for Charities and Educational Institutions Act of 2023 H.R. 3812, Financial Stability Oversight Council Improvement Act of 2023 H.R. 4168, Mandatory Materiality Requirement Act of 2023 H.R. 4237, Ensuring Sound Guidance Act H.R. 4600, Protecting Retail Investors Savings Act H.R. 4645, Empowering Shareholders Act of 2023 H.R. 4767, Protecting Americans Retirement Savings from Politics Act H.R. 4790, GUARDRAIL Act of 2023 H.R. 6783, Capital Markets Financing and Economic Growth Investments Act of 2023 H.R. 7030, Review the Expansion of Government Act of 2024 SEC Regulatory Accountability Act S. 1481, Financial Exploitation Prevention Act of 2023 S. 1799, Putting Investors First Act of 2023 S. 2005, Mandatory Materiality Requirement Act of 2023 S. 2700, INDEX Act S. 3601, Financial Stability Oversight Council Improvement Act of 2024 S. 3735, Protecting Innovation in Investment Act S. 3815, Improving Disclosure for Investors Act of 2024 General concerns regarding the volume, interconnectedness, and length of comment periods of SEC proposals SEC mandatory swing pricing, hard close, and liquidity risk management proposal SEC predictive data analytics proposal Streamline and modernize the SEC staff no-action letter/guidance and exemptive order process
Financial Stability Oversight Council Improvement Act of 2023
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 500, Financial Exploitation Prevention Act of 2023 H.R. 1807, Improving Disclosure for Investors Act of 2023 H.R. 2627, Increasing Investor Opportunities Act H.R. 2799, Expanding Access to Capital Act of 2023 H.R. 3063, Retirement Fairness for Charities and Educational Institutions Act of 2023 H.R. 3812, Financial Stability Oversight Council Improvement Act of 2023 H.R. 4645, Empowering Shareholders Act of 2023 H.R. 4790, Prioritizing Economic Growth Over Woke Policies Act H.R. 6783, Capital Markets Financing and Economic Growth Investments Act of 2023 H.R. 7030, Review the Expansion of Government Act of 2024 H.R. 8339, SEC Reform and Restructuring Act H.R. 8478, Empowering States to Protect Seniors Against Bad Actors Act H.J. Res. 120, Congressional Disapproval of FSOC rule on "Guidance on Nonbank Financial Company Determinations" S. 1481, Financial Exploitation Prevention Act of 2023 S. 3601, Financial Stability Oversight Council Improvement Act of 2024 S. 3735, Protecting Innovation in Investment Act S. 3815, Improving Disclosure for Investors Act of 2024 S. 4371, Empowering States to Protect Seniors Against Bad Actors Act S. 4917, Retirement Fairness for Charities and Educational Institutions Act of 2024 S. 5139, Empowering Main Street in America Act Outbound investment screening General concerns regarding the volume, interconnectedness, and length of comment periods of SEC proposals SEC mandatory swing pricing, hard close, and liquidity risk management proposal SEC predictive data analytics proposal Streamline and modernize the SEC staff no-action letter/guidance and exemptive order process Resolution recognizing the 100th anniversary of the Mutual Fund
Protecting Americans’ Retirement Savings Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 4008, Protecting Americans Retirement Savings Act S. 3305, Helping Young Americans Save for Retirement Act Department of Labor QPAM proposal Department of Labor Fiduciary proposal
Mandatory Materiality Requirement Act of 2023
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 448, Putting Investors First Act of 2023 H.R. 500, Financial Exploitation Prevention Act of 2023 H.R. 760, Chinese Military and Surveillance Company Sanctions Act of 2023 H.R. 1807, Improving Disclosure for Investors Act of 2023 H.R. 2627, Increasing Investor Opportunities Act H.R. 2799, Expanding Access to Capital Act of 2023 H.R. 3063, Retirement Fairness for Charities and Educational Institutions Act of 2023 H.R. 3812, Financial Stability Oversight Council Improvement Act of 2023 H.R. 4168, Mandatory Materiality Requirement Act of 2023 H.R. 4237, Ensuring Sound Guidance Act H.R. 4600, Protecting Retail Investors Savings Act H.R. 4645, Empowering Shareholders Act of 2023 H.R. 4767, Protecting Americans Retirement Savings from Politics Act H.R. 4790, GUARDRAIL Act of 2023 H.R. 6783, Capital Markets Financing and Economic Growth Investments Act of 2023 H.R. 7030, Review the Expansion of Government Act of 2024 SEC Regulatory Accountability Act S. 1481, Financial Exploitation Prevention Act of 2023 S. 1799, Putting Investors First Act of 2023 S. 2005, Mandatory Materiality Requirement Act of 2023 S. 2700, INDEX Act S. 3601, Financial Stability Oversight Council Improvement Act of 2024 S. 3735, Protecting Innovation in Investment Act S. 3815, Improving Disclosure for Investors Act of 2024 General concerns regarding the volume, interconnectedness, and length of comment periods of SEC proposals SEC mandatory swing pricing, hard close, and liquidity risk management proposal SEC predictive data analytics proposal Streamline and modernize the SEC staff no-action letter/guidance and exemptive order process
Ensuring Sound Guidance Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 448, Putting Investors First Act of 2023 H.R. 500, Financial Exploitation Prevention Act of 2023 H.R. 760, Chinese Military and Surveillance Company Sanctions Act of 2023 H.R. 1807, Improving Disclosure for Investors Act of 2023 H.R. 2627, Increasing Investor Opportunities Act H.R. 2799, Expanding Access to Capital Act of 2023 H.R. 3063, Retirement Fairness for Charities and Educational Institutions Act of 2023 H.R. 3812, Financial Stability Oversight Council Improvement Act of 2023 H.R. 4168, Mandatory Materiality Requirement Act of 2023 H.R. 4237, Ensuring Sound Guidance Act H.R. 4600, Protecting Retail Investors Savings Act H.R. 4645, Empowering Shareholders Act of 2023 H.R. 4767, Protecting Americans Retirement Savings from Politics Act H.R. 4790, GUARDRAIL Act of 2023 H.R. 6783, Capital Markets Financing and Economic Growth Investments Act of 2023 H.R. 7030, Review the Expansion of Government Act of 2024 SEC Regulatory Accountability Act S. 1481, Financial Exploitation Prevention Act of 2023 S. 1799, Putting Investors First Act of 2023 S. 2005, Mandatory Materiality Requirement Act of 2023 S. 2700, INDEX Act S. 3601, Financial Stability Oversight Council Improvement Act of 2024 S. 3735, Protecting Innovation in Investment Act S. 3815, Improving Disclosure for Investors Act of 2024 General concerns regarding the volume, interconnectedness, and length of comment periods of SEC proposals SEC mandatory swing pricing, hard close, and liquidity risk management proposal SEC predictive data analytics proposal Streamline and modernize the SEC staff no-action letter/guidance and exemptive order process
Putting Investors First Act of 2023
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 448, Putting Investors First Act of 2023 H.R. 500, Financial Exploitation Prevention Act of 2023 H.R. 760, Chinese Military and Surveillance Company Sanctions Act of 2023 H.R. 1807, Improving Disclosure for Investors Act of 2023 H.R. 2627, Increasing Investor Opportunities Act H.R. 2799, Expanding Access to Capital Act of 2023 H.R. 3063, Retirement Fairness for Charities and Educational Institutions Act of 2023 H.R. 3812, Financial Stability Oversight Council Improvement Act of 2023 H.R. 4168, Mandatory Materiality Requirement Act of 2023 H.R. 4237, Ensuring Sound Guidance Act H.R. 4600, Protecting Retail Investors Savings Act H.R. 4645, Empowering Shareholders Act of 2023 H.R. 4767, Protecting Americans Retirement Savings from Politics Act H.R. 4790, GUARDRAIL Act of 2023 H.R. 6783, Capital Markets Financing and Economic Growth Investments Act of 2023 H.R. 7030, Review the Expansion of Government Act of 2024 SEC Regulatory Accountability Act S. 1481, Financial Exploitation Prevention Act of 2023 S. 1799, Putting Investors First Act of 2023 S. 2005, Mandatory Materiality Requirement Act of 2023 S. 2700, INDEX Act S. 3601, Financial Stability Oversight Council Improvement Act of 2024 S. 3735, Protecting Innovation in Investment Act S. 3815, Improving Disclosure for Investors Act of 2024 General concerns regarding the volume, interconnectedness, and length of comment periods of SEC proposals SEC mandatory swing pricing, hard close, and liquidity risk management proposal SEC predictive data analytics proposal Streamline and modernize the SEC staff no-action letter/guidance and exemptive order process
Protecting Retail Investors’ Savings Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 448, Putting Investors First Act of 2023 H.R. 500, Financial Exploitation Prevention Act of 2023 H.R. 760, Chinese Military and Surveillance Company Sanctions Act of 2023 H.R. 1807, Improving Disclosure for Investors Act of 2023 H.R. 2627, Increasing Investor Opportunities Act H.R. 2799, Expanding Access to Capital Act of 2023 H.R. 3063, Retirement Fairness for Charities and Educational Institutions Act of 2023 H.R. 3812, Financial Stability Oversight Council Improvement Act of 2023 H.R. 4168, Mandatory Materiality Requirement Act of 2023 H.R. 4237, Ensuring Sound Guidance Act H.R. 4600, Protecting Retail Investors Savings Act H.R. 4645, Empowering Shareholders Act of 2023 H.R. 4767, Protecting Americans Retirement Savings from Politics Act H.R. 4790, GUARDRAIL Act of 2023 H.R. 6783, Capital Markets Financing and Economic Growth Investments Act of 2023 H.R. 7030, Review the Expansion of Government Act of 2024 SEC Regulatory Accountability Act S. 1481, Financial Exploitation Prevention Act of 2023 S. 1799, Putting Investors First Act of 2023 S. 2005, Mandatory Materiality Requirement Act of 2023 S. 2700, INDEX Act S. 3601, Financial Stability Oversight Council Improvement Act of 2024 S. 3735, Protecting Innovation in Investment Act S. 3815, Improving Disclosure for Investors Act of 2024 General concerns regarding the volume, interconnectedness, and length of comment periods of SEC proposals SEC mandatory swing pricing, hard close, and liquidity risk management proposal SEC predictive data analytics proposal Streamline and modernize the SEC staff no-action letter/guidance and exemptive order process
Empowering Shareholders Act of 2023
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 500, Financial Exploitation Prevention Act of 2023 H.R. 1807, Improving Disclosure for Investors Act of 2023 H.R. 2627, Increasing Investor Opportunities Act H.R. 2799, Expanding Access to Capital Act of 2023 H.R. 3063, Retirement Fairness for Charities and Educational Institutions Act of 2023 H.R. 3812, Financial Stability Oversight Council Improvement Act of 2023 H.R. 4645, Empowering Shareholders Act of 2023 H.R. 4790, Prioritizing Economic Growth Over Woke Policies Act H.R. 6783, Capital Markets Financing and Economic Growth Investments Act of 2023 H.R. 7030, Review the Expansion of Government Act of 2024 H.R. 8339, SEC Reform and Restructuring Act H.R. 8478, Empowering States to Protect Seniors Against Bad Actors Act H.J. Res. 120, Congressional Disapproval of FSOC rule on "Guidance on Nonbank Financial Company Determinations" S. 1481, Financial Exploitation Prevention Act of 2023 S. 3601, Financial Stability Oversight Council Improvement Act of 2024 S. 3735, Protecting Innovation in Investment Act S. 3815, Improving Disclosure for Investors Act of 2024 S. 4371, Empowering States to Protect Seniors Against Bad Actors Act S. 4917, Retirement Fairness for Charities and Educational Institutions Act of 2024 S. 5139, Empowering Main Street in America Act Outbound investment screening General concerns regarding the volume, interconnectedness, and length of comment periods of SEC proposals SEC mandatory swing pricing, hard close, and liquidity risk management proposal SEC predictive data analytics proposal Streamline and modernize the SEC staff no-action letter/guidance and exemptive order process Resolution recognizing the 100th anniversary of the Mutual Fund
Empowering Shareholders Act of 2023
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 448, Putting Investors First Act of 2023 H.R. 500, Financial Exploitation Prevention Act of 2023 H.R. 760, Chinese Military and Surveillance Company Sanctions Act of 2023 H.R. 1807, Improving Disclosure for Investors Act of 2023 H.R. 2627, Increasing Investor Opportunities Act H.R. 2799, Expanding Access to Capital Act of 2023 H.R. 3063, Retirement Fairness for Charities and Educational Institutions Act of 2023 H.R. 3812, Financial Stability Oversight Council Improvement Act of 2023 H.R. 4168, Mandatory Materiality Requirement Act of 2023 H.R. 4237, Ensuring Sound Guidance Act H.R. 4600, Protecting Retail Investors Savings Act H.R. 4645, Empowering Shareholders Act of 2023 H.R. 4767, Protecting Americans Retirement Savings from Politics Act H.R. 4790, GUARDRAIL Act of 2023 H.R. 6783, Capital Markets Financing and Economic Growth Investments Act of 2023 H.R. 7030, Review the Expansion of Government Act of 2024 SEC Regulatory Accountability Act S. 1481, Financial Exploitation Prevention Act of 2023 S. 1799, Putting Investors First Act of 2023 S. 2005, Mandatory Materiality Requirement Act of 2023 S. 2700, INDEX Act S. 3601, Financial Stability Oversight Council Improvement Act of 2024 S. 3735, Protecting Innovation in Investment Act S. 3815, Improving Disclosure for Investors Act of 2024 General concerns regarding the volume, interconnectedness, and length of comment periods of SEC proposals SEC mandatory swing pricing, hard close, and liquidity risk management proposal SEC predictive data analytics proposal Streamline and modernize the SEC staff no-action letter/guidance and exemptive order process
Protecting Americans’ Retirement Savings from Politics Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 448, Putting Investors First Act of 2023 H.R. 500, Financial Exploitation Prevention Act of 2023 H.R. 760, Chinese Military and Surveillance Company Sanctions Act of 2023 H.R. 1807, Improving Disclosure for Investors Act of 2023 H.R. 2627, Increasing Investor Opportunities Act H.R. 2799, Expanding Access to Capital Act of 2023 H.R. 3063, Retirement Fairness for Charities and Educational Institutions Act of 2023 H.R. 3812, Financial Stability Oversight Council Improvement Act of 2023 H.R. 4168, Mandatory Materiality Requirement Act of 2023 H.R. 4237, Ensuring Sound Guidance Act H.R. 4600, Protecting Retail Investors Savings Act H.R. 4645, Empowering Shareholders Act of 2023 H.R. 4767, Protecting Americans Retirement Savings from Politics Act H.R. 4790, GUARDRAIL Act of 2023 H.R. 6783, Capital Markets Financing and Economic Growth Investments Act of 2023 H.R. 7030, Review the Expansion of Government Act of 2024 SEC Regulatory Accountability Act S. 1481, Financial Exploitation Prevention Act of 2023 S. 1799, Putting Investors First Act of 2023 S. 2005, Mandatory Materiality Requirement Act of 2023 S. 2700, INDEX Act S. 3601, Financial Stability Oversight Council Improvement Act of 2024 S. 3735, Protecting Innovation in Investment Act S. 3815, Improving Disclosure for Investors Act of 2024 General concerns regarding the volume, interconnectedness, and length of comment periods of SEC proposals SEC mandatory swing pricing, hard close, and liquidity risk management proposal SEC predictive data analytics proposal Streamline and modernize the SEC staff no-action letter/guidance and exemptive order process
Prioritizing Economic Growth Over Woke Policies Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 500, Financial Exploitation Prevention Act of 2023 H.R. 1807, Improving Disclosure for Investors Act of 2023 H.R. 2627, Increasing Investor Opportunities Act H.R. 2799, Expanding Access to Capital Act of 2023 H.R. 3063, Retirement Fairness for Charities and Educational Institutions Act of 2023 H.R. 3812, Financial Stability Oversight Council Improvement Act of 2023 H.R. 4645, Empowering Shareholders Act of 2023 H.R. 4790, Prioritizing Economic Growth Over Woke Policies Act H.R. 6783, Capital Markets Financing and Economic Growth Investments Act of 2023 H.R. 7030, Review the Expansion of Government Act of 2024 H.R. 8339, SEC Reform and Restructuring Act H.R. 8478, Empowering States to Protect Seniors Against Bad Actors Act H.J. Res. 120, Congressional Disapproval of FSOC rule on "Guidance on Nonbank Financial Company Determinations" S. 1481, Financial Exploitation Prevention Act of 2023 S. 3601, Financial Stability Oversight Council Improvement Act of 2024 S. 3735, Protecting Innovation in Investment Act S. 3815, Improving Disclosure for Investors Act of 2024 S. 4371, Empowering States to Protect Seniors Against Bad Actors Act S. 4917, Retirement Fairness for Charities and Educational Institutions Act of 2024 S. 5139, Empowering Main Street in America Act Outbound investment screening General concerns regarding the volume, interconnectedness, and length of comment periods of SEC proposals SEC mandatory swing pricing, hard close, and liquidity risk management proposal SEC predictive data analytics proposal Streamline and modernize the SEC staff no-action letter/guidance and exemptive order process Resolution recognizing the 100th anniversary of the Mutual Fund
Prioritizing Economic Growth Over Woke Policies Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 448, Putting Investors First Act of 2023 H.R. 500, Financial Exploitation Prevention Act of 2023 H.R. 760, Chinese Military and Surveillance Company Sanctions Act of 2023 H.R. 1807, Improving Disclosure for Investors Act of 2023 H.R. 2627, Increasing Investor Opportunities Act H.R. 2799, Expanding Access to Capital Act of 2023 H.R. 3063, Retirement Fairness for Charities and Educational Institutions Act of 2023 H.R. 3812, Financial Stability Oversight Council Improvement Act of 2023 H.R. 4168, Mandatory Materiality Requirement Act of 2023 H.R. 4237, Ensuring Sound Guidance Act H.R. 4600, Protecting Retail Investors Savings Act H.R. 4645, Empowering Shareholders Act of 2023 H.R. 4767, Protecting Americans Retirement Savings from Politics Act H.R. 4790, GUARDRAIL Act of 2023 H.R. 6783, Capital Markets Financing and Economic Growth Investments Act of 2023 H.R. 7030, Review the Expansion of Government Act of 2024 SEC Regulatory Accountability Act S. 1481, Financial Exploitation Prevention Act of 2023 S. 1799, Putting Investors First Act of 2023 S. 2005, Mandatory Materiality Requirement Act of 2023 S. 2700, INDEX Act S. 3601, Financial Stability Oversight Council Improvement Act of 2024 S. 3735, Protecting Innovation in Investment Act S. 3815, Improving Disclosure for Investors Act of 2024 General concerns regarding the volume, interconnectedness, and length of comment periods of SEC proposals SEC mandatory swing pricing, hard close, and liquidity risk management proposal SEC predictive data analytics proposal Streamline and modernize the SEC staff no-action letter/guidance and exemptive order process
Financial Exploitation Prevention Act of 2023
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 500, Financial Exploitation Prevention Act of 2023 H.R. 1807, Improving Disclosure for Investors Act of 2023 H.R. 2627, Increasing Investor Opportunities Act H.R. 2799, Expanding Access to Capital Act of 2023 H.R. 3063, Retirement Fairness for Charities and Educational Institutions Act of 2023 H.R. 3812, Financial Stability Oversight Council Improvement Act of 2023 H.R. 4645, Empowering Shareholders Act of 2023 H.R. 4790, Prioritizing Economic Growth Over Woke Policies Act H.R. 6783, Capital Markets Financing and Economic Growth Investments Act of 2023 H.R. 7030, Review the Expansion of Government Act of 2024 H.R. 8339, SEC Reform and Restructuring Act H.R. 8478, Empowering States to Protect Seniors Against Bad Actors Act H.J. Res. 120, Congressional Disapproval of FSOC rule on "Guidance on Nonbank Financial Company Determinations" S. 1481, Financial Exploitation Prevention Act of 2023 S. 3601, Financial Stability Oversight Council Improvement Act of 2024 S. 3735, Protecting Innovation in Investment Act S. 3815, Improving Disclosure for Investors Act of 2024 S. 4371, Empowering States to Protect Seniors Against Bad Actors Act S. 4917, Retirement Fairness for Charities and Educational Institutions Act of 2024 S. 5139, Empowering Main Street in America Act Outbound investment screening General concerns regarding the volume, interconnectedness, and length of comment periods of SEC proposals SEC mandatory swing pricing, hard close, and liquidity risk management proposal SEC predictive data analytics proposal Streamline and modernize the SEC staff no-action letter/guidance and exemptive order process Resolution recognizing the 100th anniversary of the Mutual Fund
Financial Exploitation Prevention Act of 2023
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 448, Putting Investors First Act of 2023 H.R. 500, Financial Exploitation Prevention Act of 2023 H.R. 760, Chinese Military and Surveillance Company Sanctions Act of 2023 H.R. 1807, Improving Disclosure for Investors Act of 2023 H.R. 2627, Increasing Investor Opportunities Act H.R. 2799, Expanding Access to Capital Act of 2023 H.R. 3063, Retirement Fairness for Charities and Educational Institutions Act of 2023 H.R. 3812, Financial Stability Oversight Council Improvement Act of 2023 H.R. 4168, Mandatory Materiality Requirement Act of 2023 H.R. 4237, Ensuring Sound Guidance Act H.R. 4600, Protecting Retail Investors Savings Act H.R. 4645, Empowering Shareholders Act of 2023 H.R. 4767, Protecting Americans Retirement Savings from Politics Act H.R. 4790, GUARDRAIL Act of 2023 H.R. 6783, Capital Markets Financing and Economic Growth Investments Act of 2023 H.R. 7030, Review the Expansion of Government Act of 2024 SEC Regulatory Accountability Act S. 1481, Financial Exploitation Prevention Act of 2023 S. 1799, Putting Investors First Act of 2023 S. 2005, Mandatory Materiality Requirement Act of 2023 S. 2700, INDEX Act S. 3601, Financial Stability Oversight Council Improvement Act of 2024 S. 3735, Protecting Innovation in Investment Act S. 3815, Improving Disclosure for Investors Act of 2024 General concerns regarding the volume, interconnectedness, and length of comment periods of SEC proposals SEC mandatory swing pricing, hard close, and liquidity risk management proposal SEC predictive data analytics proposal Streamline and modernize the SEC staff no-action letter/guidance and exemptive order process
Retirement Savings for Americans Act of 2023
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 6065, Retirement Savings for Americans Act H.R. 7293, Automatic IRA Act of 2024 S. 3102, Retirement Savings for Americans Act Implementation of SECURE 2.0 Act of 2022 IRC section 852(b)(6) Tax deferral of retirement contributions
S. 1526, Retirement Savings for Americans Act of 2025 S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S. 2207, To amend the IRC of 1986 to reform the treatment of digital assets S. 4498, ABLE Tomorrow Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 8899, Digital Asset PARITY Act P.L. 119-21, Trump Accounts Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2026 · second_quarter · Q2
H.R. 2869, EBSA Investigations Transparency Act H.R. 2958, Balance the Scales Act H.R. 6084, ERISA Litigation Reform Act DOL proposed rule on Fiduciary Duties in Selecting Designated Investment Alternatives DOL QPAM Exemption
S. 1526, Retirement Savings for Americans Act of 2025 S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S. 2207, To amend the IRC of 1986 to reform the treatment of digital assets S. 4498, ABLE Tomorrow Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 8899, Digital Asset PARITY Act P.L. 119-21, Trump Accounts implementation Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules E.O. Promoting Retirement-Savings Access for American Workers by Establishing TrumpIRA.gov Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of, White House Office
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2026 · first_quarter · Q1
S 3086, Restoring Integrity in Fiduciary Duty Act HR 2869, EBSA Investigations Transparency Act HR 2958, Balance the Scales Act HR 2988, Protecting Prudent Investment of Retirement Savings Act HR 6084, ERISA Litigation Reform Act EO on Democratizing Access to Alternative Assets for 401(k) Investors DOL proposed rule on "Fiduciary Duties in Selecting Designated Investment Alternatives"
S 1526, Retirement Savings for Americans Act of 2025 S 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S 2207, To amend the IRC of 1986 to reform the treatment of digital assets HR 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act HR 2696, Retirement Savings for Americans Act of 2025 Digital Asset PARITY Act PL 119-21, Trump Accounts implementation Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2025 · fourth_quarter · Q4
HR 2869, EBSA Investigations Transparency Act HR 2958, Balance the Scales Act HR 2988, Protecting Prudent Investment of Retirement Savings Act HR 5325, Unclaimed Retirement Rescue Plan HR 6084, ERISA Litigation Reform Act EO on Democratizing Access to Alternative Assets for 401(k) Investors
S 1526, Retirement Savings for Americans Act of 2025 S 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act HR 591, Defending American Jobs and Investment Act / Section 899 HR 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act HR 2696, Retirement Savings for Americans Act of 2025 Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts Regulated Investment Company asset diversification requirements and good income test Tax deferral of retirement contributions Trump Accounts implementation (HR 1, One Big Beautiful Bill Act) IRC section 852(b)(6)
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of, White House Office
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2025 · third_quarter · Q3
H.R. 2869, EBSA Investigations Transparency Act H.R. 2958, Balance the Scales Act H.R. 2988, Protecting Prudent Investment of Retirement Savings Act H.R. 5325, Unclaimed Retirement Rescue Plan Executive Order on Democratizing Access to Alternative Assets for 401(k) Investors ERISA litigation reform and pleading standards
H.R. 1, One Big Beautiful Bill Act implementation (Trump Accounts)
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2025 · second_quarter · Q2
S. 928, Protecting Americans Retirement Savings Act S. 1707, Helping Young Americans Save for Retirement Act H.R. 2869, EBSA Investigations Transparency Act H.R. 2988, Protecting Prudent Investment of Retirement Savings Act DOL Guidance on Holding Cryptocurrency in 401(k) Plans ERISA litigation reform and pleading standards
S. 989, Precious Metals Parity Act S. 1526, Retirement Savings for Americans Act of 2025 S. 1718, Invest America Act S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 2852, Expanded Student Savers Tax Credit Act Australia Public Country-by-Country Reporting IRC section 852(b)(6) Municipal bond interest tax exemption Regulated Investment Company asset diversification requirements and good income test Tax deferral of retirement contributions
H.R. 1, One Big Beautiful Bill Act (Section 899, Trump Accounts, 199A/BDCs, remittance tax)
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2025 · first_quarter · Q1
H.R. 2067, Protecting Americans Retirement Savings Act S. 928, Protecting Americans Retirement Savings Act ERISA litigation pleading standards
H.R. 591, Defending American Jobs and Investment Act H.R. 2089, Generating Retail Ownership Through Long-Term Holding Act H.R. 2696, Retirement Savings for Americans Act IRC section 852(b)(6) Municipal bond interest tax exemption Regulated Investment Company asset diversification requirements and good income test Tax deferral of retirement contributions
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2024 · fourth_quarter · Q4
H.R. 6065, Retirement Savings for Americans Act H.R. 7293, Automatic IRA Act of 2024 S. 3102, Retirement Savings for Americans Act S. 4014, Precious Metals Parity Act SECURE 2.0 Act technical corrections IRC section 852(b)(6) Tax deferral of retirement contributions Regulated Investment Company modernization (asset diversification, good income rule)
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2024 · third_quarter · Q3
H.R. 6065, Retirement Savings for Americans Act H.R. 7293, Automatic IRA Act of 2024 S. 3102, Retirement Savings for Americans Act S. 4014, Precious Metals Parity Act S. 4398, Retirement Investment in Small Employers Act SECURE 2.0 Act technical corrections IRC section 852(b)(6) Tax deferral of retirement contributions Regulated Investment Company modernization (asset diversification, good income rule)
H.R. 500, Financial Exploitation Prevention Act of 2023 H.R. 1807, Improving Disclosure for Investors Act of 2023 H.R. 2627, Increasing Investor Opportunities Act H.R. 2799, Expanding Access to Capital Act of 2023 H.R. 3063, Retirement Fairness for Charities and Educational Institutions Act of 2023 H.R. 3812, Financial Stability Oversight Council Improvement Act of 2023 H.R. 4645, Empowering Shareholders Act of 2023 H.R. 4790, Prioritizing Economic Growth Over Woke Policies Act H.R. 6783, Capital Markets Financing and Economic Growth Investments Act of 2023 H.R. 7030, Review the Expansion of Government Act of 2024 H.R. 8339, SEC Reform and Restructuring Act H.R. 8478, Empowering States to Protect Seniors Against Bad Actors Act H.J. Res. 120, Congressional Disapproval of FSOC rule on "Guidance on Nonbank Financial Company Determinations" S. 1481, Financial Exploitation Prevention Act of 2023 S. 3601, Financial Stability Oversight Council Improvement Act of 2024 S. 3735, Protecting Innovation in Investment Act S. 3815, Improving Disclosure for Investors Act of 2024 S. 4371, Empowering States to Protect Seniors Against Bad Actors Act S. 4917, Retirement Fairness for Charities and Educational Institutions Act of 2024 S. 5139, Empowering Main Street in America Act Outbound investment screening General concerns regarding the volume, interconnectedness, and length of comment periods of SEC proposals SEC mandatory swing pricing, hard close, and liquidity risk management proposal SEC predictive data analytics proposal Streamline and modernize the SEC staff no-action letter/guidance and exemptive order process Resolution recognizing the 100th anniversary of the Mutual Fund
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2024 · second_quarter · Q2
H.J. Res. 142, Congressional Disapproval of DOL rule relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary" S.J. Res. 79, Congressional Disapproval of DOL rule relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary"
H.R. 6065, Retirement Savings for Americans Act H.R. 7293, Automatic IRA Act of 2024 S. 3102, Retirement Savings for Americans Act S. 4014, Precious Metals Parity Act S. 4398, Retirement Investment in Small Employers Act Implementation of SECURE 2.0 Act of 2022 IRC section 852(b)(6) Tax deferral of retirement contributions
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2024 · first_quarter · Q1
H.R. 4008, Protecting Americans Retirement Savings Act S. 3305, Helping Young Americans Save for Retirement Act Department of Labor QPAM proposal Department of Labor Fiduciary proposal
H.R. 448, Putting Investors First Act of 2023 H.R. 500, Financial Exploitation Prevention Act of 2023 H.R. 760, Chinese Military and Surveillance Company Sanctions Act of 2023 H.R. 1807, Improving Disclosure for Investors Act of 2023 H.R. 2627, Increasing Investor Opportunities Act H.R. 2799, Expanding Access to Capital Act of 2023 H.R. 3063, Retirement Fairness for Charities and Educational Institutions Act of 2023 H.R. 3812, Financial Stability Oversight Council Improvement Act of 2023 H.R. 4168, Mandatory Materiality Requirement Act of 2023 H.R. 4237, Ensuring Sound Guidance Act H.R. 4600, Protecting Retail Investors Savings Act H.R. 4645, Empowering Shareholders Act of 2023 H.R. 4767, Protecting Americans Retirement Savings from Politics Act H.R. 4790, GUARDRAIL Act of 2023 H.R. 6783, Capital Markets Financing and Economic Growth Investments Act of 2023 H.R. 7030, Review the Expansion of Government Act of 2024 SEC Regulatory Accountability Act S. 1481, Financial Exploitation Prevention Act of 2023 S. 1799, Putting Investors First Act of 2023 S. 2005, Mandatory Materiality Requirement Act of 2023 S. 2700, INDEX Act S. 3601, Financial Stability Oversight Council Improvement Act of 2024 S. 3735, Protecting Innovation in Investment Act S. 3815, Improving Disclosure for Investors Act of 2024 General concerns regarding the volume, interconnectedness, and length of comment periods of SEC proposals SEC mandatory swing pricing, hard close, and liquidity risk management proposal SEC predictive data analytics proposal Streamline and modernize the SEC staff no-action letter/guidance and exemptive order process
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2023 · fourth_quarter · Q4
H.R. 6065, Retirement Savings for Americans Act S. 3102, Retirement Savings for Americans Act 401Kids Savings Account Act Implementation of SECURE 2.0 Act of 2022 Roth Catch-up Contributions IRC section 852(b)(6) Tax deferral of retirement contributions
H.R. 4008, Protecting Americans Retirement Savings Act H.R. 5337, Retirement Proxy Protection Act H.R. 5338, No Discrimination in My Benefits Act H.R. 5339, Roll Back ESG to Increase Retirement Earnings Act H.R. 5340, Providing Complete Information to Retirement Investors Act S. 3305, Helping Young Americans Save for Retirement Act Department of Labor QPAM proposal Department of Labor Fiduciary proposal
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2023 · third_quarter · 3A
H.R. 4008, Protecting Americans Retirement Savings Act H.R. 5337, Retirement Proxy Protection Act H.R. 5338, No Discrimination in My Benefits Act H.R. 5339, Roll Back ESG to Increase Retirement Earnings Act H.R. 5340, Providing Complete Information to Retirement Investors Act Department of Labor QPAM proposal Department of Labor rule on ESG investing and proxy voting Department of Labor Fiduciary proposal
Implementation of SECURE 2.0 Act of 2022 Roth Catch-up Contributions Retirement Savings for Americans Act Tax deferral of retirement contributions
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, White House Office
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2023 · second_quarter · Q2
H.R. 4008- Protecting Americans' Retirement Savings Act (Banks) Department of Labor QPAM proposal Department of Labor rule on ESG investing and proxy voting
H.R. 448- Putting Investors First Act of 2023 (Steil) H.R. 500- Financial Exploitation Prevention Act of 2023 (Wagner) H.R. 1807- Improving Disclosure for Investors Act of 2023 (Huizenga) H.R. 2627- Increasing Investor Opportunities Act (Wagner) H.R. 3063- Retirement Fairness for Charities and Educational Institutions Act of 2023 (Lucas) H.R. 3812- Financial Stability Oversight Council Improvement Act of 2023 (Foster) H.R. 4168- Mandatory Materiality Requirement Act of 2023 (Huizenga) H.R. 4177- Improving Corporate Governance Through Diversity Act of 2023 (Meeks) H.R. 4237- Ensuring Sound Guidance Act (Barr) S. 1481- Financial Exploitation Prevention Act of 2023 (Hagerty) S. 1799- Putting Investors First Act of 2023 (Hagerty) S. 2005- Mandatory Materiality Requirement Act of 2023 (Rounds) S. 2007- Improving Corporate Governance Through Diversity Act of 2023 (Menendez) SEC Regulatory Accountability Act (Wagner) INDEX Act (Huizenga) General concerns regarding the volume, interconnectedness, and length of comment periods of SEC proposals SEC mandatory swing pricing, hard close, and liquidity risk management proposal SEC public company climate disclosure proposal SEC money market fund proposal FSOC revised guidance on designation of nonbank SIFIs Exempting Rule 144A fixed-income securities from Rule 15c2-11
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2023 · first_quarter · Q1
Implementation of SECURE 2.0 Act of 2022 Retirement Savings for Americans Act Allowing 403(b) plans to invest in collective investment trusts Capital gains and dividends taxation Excise tax on corporate stock buybacks IRC section 852(b)(6) IRS permanent relief for remote witnessing procedures Related parties wash-sale rule Tax deferral retirement contributions
Department of Labor QPAM proposal Department of Labor rule on ESG investing and proxy voting
H.R. 448- Putting Investors First Act of 2023 (Steil) H.R. 500- Financial Exploitation Prevention Act of 2023 (Wagner) H.R. 1807- Improving Disclosure for Investors Act of 2023 (Huizenga) Financial Stability Oversight Council Improvement Act Increasing Investor Opportunities Act INvestor Democracy is EXpected Act General concerns regarding the volume, interconnectedness, and length of comment periods of SEC proposals SEC mandatory swing pricing, hard close, and liquidity risk management proposal SEC money market fund proposal Exempting Rule 144A fixed-income securities from Rule 15c2-11 China- investment and trade
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2022 · fourth_quarter · Q4
H.R. 2617- SECURE 2.0 Act of 2022 H.R. 9462- Retirement Savings for Americans Act of 2022 (Sewell) S. 2621- Modernization of Derivatives Tax Act of 2021 (Wyden) S. 5271- Retirement Savings for Americans Act of 2022 (Hickenlooper) Allow 403(b) plans to invest in collective investment trusts Auto-IRA/Plan Requirement Capital gains and dividends taxation Certifications of US Tax Residency Excise tax on corporate stock buybacks IRC section 852(b)(6) IRS Permanent Relief for Remote Witnessing Procedures Related Parties Wash Sale Rule Tax deferral of retirement contributions
S. 4973- Retirement Savings Modernization Act (Toomey) Department of Labor QPAM proposal Department of Labor rule on ESG Investing and Proxy Voting Electronic Distribution of retirement plan communications Qualified Default Investment Alternatives
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2022 · third_quarter · Q3
H.R. 2954- Securing a Strong Retirement Act of 2022 (Neal) H.R. 5376- Inflation Reduction Act of 2022 S. 2621- Modernization of Derivatives Tax Act of 2021 (Wyden) S. 4808- Enhancing American Retirement Now (EARN) Act (Wyden) Allow 403(b) plans to invest in collective investment trusts Allow rollovers from 529 programs to Roth IRAs Auto-IRA/Plan Requirement Capital gains and dividends taxation Certifications of US Tax Residency Emergency savings accounts Excise tax on corporate stock buybacks IRC section 852(b)(6) Limits on large IRA balances Related Parties Wash Sale Rule Tax deferral of retirement contributions
H.R. 5891- Retirement Improvement and Savings Enhancement Act (Scott) S. 4353- Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg (RISE & SHINE) Act (Murray) S. 4973- Retirement Savings Modernization Act (Toomey) Department of Labor QPAM proposal Electronic Distribution of retirement plan communications Thrift Savings Plan Expansion Qualified Default Investment Alternatives
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2022 · second_quarter · Q2
H.R. 2954- Securing a Strong Retirement Act of 2022 (Neal) S. 1770- Retirement Security and Savings Act of 2021 (Cardin) S. 2621- Modernization of Derivatives Tax Act of 2021 (Wyden) Allow rollovers from 529 programs to Roth IRAs Allow 403(b) plans to invest in collective investment trusts Auto-IRA/Plan Requirement Capital gains and dividends taxation Certifications of US Tax Residency Corporate stock buybacks Emergency savings accounts Enhancing American Retirement Now (EARN) Act (Wyden) IRC section 852(b)(6) Limits on large IRA balances Related Parties Wash Sale Rule Tax deferral of retirement contributions
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2022 · first_quarter · Q1
H.R. 2954- Securing a Strong Retirement Act of 2021 (Neal) H.R. 3142- Tax Parity for US Mutual Funds Act (Davis) S. 1770- Retirement Security and Savings Act of 2021 (Cardin) S. 1870- Enhancing Emergency and Retirement Savings Act of 2021 (Lankford) S. 2621- Modernization of Derivatives Tax Act (Wyden) Excise tax on corporate stock buybacks IRC section 852(b)(6) Auto-IRA/Plan Requirement Limits on large IRA balances Capital gains and dividends taxation Related Parties Wash Sale Rule Tax deferral of retirement contributions Certifications of US Tax Residency
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2021 · fourth_quarter · 4A
H.R. 2954- Securing a Strong Retirement Act of 2021 (Neal) H.R. 3142- Tax Parity for US Mutual Funds Act (Davis) H.R. 5376- Build Back Better Act S. 1703- Improving Access to Retirement Savings Act (Grassley) S. 1730- Retirement Savings Lost and Found Act of 2021 (Warren) S. 1770- Retirement Security and Savings Act of 2021 (Cardin) S. 1870- Enhancing Emergency and Retirement Savings Act of 2021 (Lankford) S. 2452- Encouraging Americans to Save Act (Wyden) S. 2621- Modernization of Derivatives Tax Act (Wyden) Excise tax on corporate stock buybacks IRC section 852(b)(6) Auto-IRA/Plan Requirement Limits on large IRA balances Capital gains and dividends taxation Financial account reporting Tax deferral of retirement contributions Tax exemption for municipal bond interest
H.R. 5891- Retirement Improvement and Savings Enhancement Act (Scott) Department of Labor's fiduciary rulemaking Electronic Distribution of Retirement Plan Communications Qualified Default Investment Alternatives
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2021 · fourth_quarter · Q4
H.R. 2954- Securing a Strong Retirement Act of 2021 (Neal) H.R. 3142- Tax Parity for US Mutual Funds Act (Davis) H.R. 5376- Build Back Better Act S. 1703- Improving Access to Retirement Savings Act (Grassley) S. 1730- Retirement Savings Lost and Found Act of 2021 (Warren) S. 1770- Retirement Security and Savings Act of 2021 (Cardin) S. 1870- Enhancing Emergency and Retirement Savings Act of 2021 (Lankford) S. 2452- Encouraging Americans to Save Act (Wyden) S. 2621- Modernization of Derivatives Tax Act (Wyden) Excise tax on corporate stock buybacks IRC section 852(b)(6) Auto-IRA/Plan Requirement Limits on large IRA balances Capital gains and dividends taxation Financial account reporting Tax deferral of retirement contributions Tax exemption for municipal bond interest
H.R. 5891- Retirement Improvement and Savings Enhancement Act (Scott) Department of Labor's fiduciary rulemaking Electronic Distribution of Retirement Plan Communications Qualified Default Investment Alternatives
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2021 · third_quarter · Q3
H.R. 328- Wall Street Tax Act of 2021 (DeFazio) H.R. 2954- Securing a Strong Retirement Act of 2021 (Neal) H.R. 3142- Tax Parity for US Mutual Funds Act (Davis) H.R. 5334- PRIA Act of 2021 (Himes) S. 817- Wall Street Tax Act of 2021 (Schatz) S. 1703- Improving Access to Retirement Savings Act (Grassley) S. 1730- Retirement Savings Lost and Found Act of 2021 (Warren) S. 1770- Retirement Security and Savings Act of 2021 (Cardin) S. 1870- Enhancing Emergency and Retirement Savings Act of 2021 (Lankford) S. 2387- Small Business Tax Fairness Act (Wyden) S. 2452- Encouraging Americans to Save Act (Wyden) S. 2621- Modernization of Derivatives Tax Act (Wyden) S. 2758- Stock Buyback Accountability Act of 2021 (Brown) S. 2870- PRIA Act of 2021 (Warner) Build Back Better Act IRC section 852(b)(6) Auto-IRA/Plan Requirement Limits on large IRA balances Capital gains and dividends taxation Financial account reporting Remote notarization for retirement plans Tax deferral of retirement contributions Tax exemption for municipal bond interest Reinstate advance refunding bonds Certifications of US Tax Residency
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2021 · second_quarter · Q2
H.R. 328- Wall Street Tax Act of 2021 (DeFazio) H.R. 1584- Protecting Retirement Savers and Everyday Investors Act (McHenry) H.R. 2288- Investing in Our Communities Act (Ruppersberger) H.R. 2954- Securing a Strong Retirement Act of 2021 (Neal) H.R. 3142- Tax Parity for US Mutual Funds Act (Davis) S. 479- Lifting Our Communities through Advance Liquidity for Infrastructure Act (Wicker) S. 817- Wall Street Tax Act of 2021 (Schatz) S. 1272- SIMPLE Plan Modernization Act (Collins) S. 1703- Improving Access to Retirement Savings Act (Grassley) S. 1730- Retirement Savings Lost and Found Act of 2021 (Warren) S. 1770- Retirement Security and Savings Act of 2021 (Cardin) S. 1870- Enhancing Emergency and Retirement Savings Act of 2021 (Lankford) Automatic Retirement Plan Act (Neal) Capital Gains and Dividend Taxation Certifications of US Tax Residency Financial Account Reporting Remote Notarization for Retirement Plans Tax Deferral of Retirement Contributions Tax Exemption for Municipal Bond Interest
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2021 · first_quarter · Q1
H.R. 1319- American Rescue Plan Act of 2021 (COLA freeze)
H.R. 328- Wall Street Tax Act of 2021 (DeFazio) H.R. 1584- Protecting Retirement Savers and Everyday Investors Act (McHenry) H.R. 2288- Investing in Our Communities Act (Ruppersberger) S. 479- Lifting Our Communities through Advance Liquidity for Infrastructure Act (Wicker) S. 817- Wall Street Tax Act of 2021 (Schatz) Automatic Retirement Plan Act (Neal) Capital Gains and Dividend Taxation Portable Retirement and Investment Account Act (Warner/Himes) Retirement Security and Savings Act (Portman) Saver's Credit Securing a Strong Retirement Act (Neal) Tax Deferral of Retirement Contributions Tax Parity for US Mutual Funds Act (Davis)
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2020 · fourth_quarter · Q4
H.R. 8990 - Lifetime Income for Employees Act (Norcross)
H.R. 7772 - Tax Parity for US Mutual Funds Act of 2020 (Davis) H.R. 8695 - Protecting Retirement Savers and Everyday Investors Act (McHenry) H.R. 8696 - Securing a Strong Retirement Act of 2020 (Neal) S. 1431 - Retirement Security and Savings Act of 2019 (Portman) Allow 403(b) plans to invest in collective investment trusts Allow variable annuities to invest in exchange-traded funds Automatic Retirement Plan Act (Neal) Certificate of Residency processing Retirement Savings Tax Incentives Tax Exemption for Municipal Bond Interest Temporary coronavirus-related catch-up contribution
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2020 · third_quarter · Q3
H.R. 6800 - The Heroes Act (Lowey) H.R. 7772 - Tax Parity for US Mutual Funds Act of 2020 (Davis) S. 1431 - Retirement Security and Savings Act of 2019 (Portman) Allow 403(b) plans to invest in collective investment trusts Allow variable annuities to invest in exchange-traded funds Automatic Retirement Plan Act (Neal) Certificate of Residency processing Financial Transaction Tax Portable Retirement and Investment Account Act (Himes) Retirement Plan Simplification and Enhancement Act (Neal) Retirement Savings Tax Incentives Tax Exemption for Municipal Bond Interest Temporary coronavirus-related catch-up contribution
Department of Labor ESG Investments Proposal Department of Labor Fiduciary Rulemaking
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2020 · second_quarter · Q2
Receiving Electronic Statements to Improve Retiree Earnings Act Department of Labor Electronic Disclosure Rulemaking Department of Labor Fiduciary Rulemaking ESG Investments in Retirement Plans
H.R. 6257 - Public Service Retirement Fairness Act (Panetta) H.R. 6800 - The Heroes Act (Lowey) S. 1431 - Retirement Security and Savings Act of 2019 (Portman) Annuities in DC Plans/Annuitization Automatic Retirement Plan Act (Neal) Business Development Companies Capital Gains Taxation Catch-Up Contributions for Retirement Accounts Financial Transaction Tax Portable Retirement and Investment Account Act (Himes) Retirement Plan Simplification and Enhancement Act (Neal) Retirement Savings Tax Incentives Tax Exemption for Municipal Bond Interest Tax Parity for US Mutual Funds Act
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2020 · first_quarter · Q1
H.R. 748 - Coronavirus Aid, Relief, and Economic Security Act (Sections 2202, 2203) H.R. 6257 - Public Service Retirement Fairness Act (Panetta) S. 1431 - Retirement Security and Savings Act of 2019 (Portman) Annuities in DC Plans/Annuitization Automatic Retirement Plan Act (Neal) Capital Gains Taxation Financial Transaction Tax Portable Retirement and Investment Account Act (Himes) RIC tax return filing deadline extension relating to COVID-19 Retirement Plan Simplification and Enhancement Act (Neal) Preserving Retirement Savings Tax Incentives Tax Exemption for Municipal Bond Interest Tax Parity for US Mutual Funds Act
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2019 · fourth_quarter · Q4
Receiving Electronic Statements to Improve Retiree Earnings Act Department of Labor Electronic Disclosure Rulemaking Department of Labor Fiduciary Rulemaking
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2019 · third_quarter · Q3
H.R. 1516 - Wall Street Tax Act of 2019 (DeFazio) H.R. 1994 - Setting Every Community Up for Retirement Enhancement Act of 2019 (Neal) H.R. 2772 - Investing in our Communities Act (Ruppersberger) H.R. 2923 - Inclusive Prosperity Act of 2019 (Lee) S. 647 - Wall Street Tax Act of 2019 (Schatz) S. 1431 - Retirement Security and Savings Act of 2019 (Portman) S. 1587 - Inclusive Prosperity Act of 2019 (Sanders) Automatic Retirement Plan Act (Neal) Portable Retirement and Investment Account Act (Warner) Preserving Retirement Savings Tax Incentives Tax Exemption for Municipal Bond Interest Tax Parity for US Mutual Funds Act
H.R. 2367 - Lifetime Income Disclosure Act (Pocan) S. 1574 - Lifetime Income Disclosure Act (Isakson) Receiving Electronic Statements to Improve Retiree Earnings Act Department of Labor Fiduciary Rulemaking
Filing targets: Federal Housing Finance Agency (FHFA), HOUSE OF REPRESENTATIVES, SENATE
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2019 · second_quarter · Q2
H.R. 1516 - Wall Street Tax Act of 2019 (DeFazio) H.R. 1994 - Setting Every Community Up for Retirement Enhancement Act of 2019 (Neal) H.R. 2772 - Investing in our Communities Act (Ruppersberger) H.R. 2923 - Inclusive Prosperity Act of 2019 (Lee) S. 647 - Wall Street Tax Act of 2019 (Schatz) S. 972 - Retirement Enhancement and Savings Act of 2019 (Grassley) S. 1431 - Retirement Security and Savings Act of 2019 (Portman) S. 1587 - Inclusive Prosperity Act of 2019 (Sanders) American Savings Account Act (Merkley) Automatic Retirement Plan Act (Neal) International Regulated Investment Company Portable Retirement and Investment Account Act (Himes) Preserving Retirement Savings Tax Incentives Retirement Plan Simplification and Enhancement Act (Neal) Tax Exemption for Municipal Bond Interest
H.R. 2367 - Lifetime Income Disclosure Act (Pocan) S. 1574 - Lifetime Income Disclosure Act (Isakson) Receiving Electronic Statements to Improve Retiree Earnings Act
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2019 · first_quarter · Q1
H.R. 1007 - Retirement Enhancement and Savings Act of 2019 (Kind) H.R. 1516 - Wall Street Tax Act of 2019 (DeFazio) H.R. 1994 - Setting Every Community Up for Retirement Enhancement Act of 2019 (Neal) S. 647 - Wall Street Tax Act of 2019 (Schatz) Automatic Retirement Plan Act (Neal) Retirement Plan Simplification and Enhancement Act (Neal) Portable Retirement and Investment Account Act (Himes) Retirement Security and Savings Act (Portman) Preserving Retirement Savings Tax Incentives Tax Exemption for Municipal Bond Interest
Receiving Electronic Statements to Improve Retiree Earnings Act Lifetime Income Disclosure Act
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2018 · fourth_quarter · Q4
H.R. 2055 - Lifetime Income Disclosure Act (Messer) H.R. 4610 - Receiving Electronic Statements to Improve Retiree Earnings Act (Polis) S. 868 - Lifetime Income Disclosure Act (Isakson) S. 3795 - Receiving Electronic Statements to Improve Retiree Earnings Act (Brown)
H.R. 88 - Retirement, Savings, and Other Tax Relief Act of 2018 (Brady) 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. 5282 - Retirement Enhancement and Savings Act of 2018 (Kelly) H.R. 6757 - Family Savings Act of 2018 (Kelly) H.R. 6990 - Portable Retirement and Investment Account Act of 2018 (Himes) S. 2526 - Retirement Enhancement and Savings Act of 2018 (Hatch) S. 3781- Retirement Security and Savings Act of 2018 (Portman) Preserving Retirement Savings Tax Incentives Eligibility of RIC shareholders to receive 20% deduction for REIT dividends and PTP income 529 Plans Tax Exemption for Municipal Bond Interest
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2018 · third_quarter · Q3
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 Businesses Add Value for Employees Act of 2017 (Kind) H.R. 5282 - Retirement Enhancement and Savings Act of 2018 (Kelly) H.R. 6250 - Skills Investment Act of 2018 (Kilmer) H.R. 6444 - Capital Gains Inflation Relief Act (Nunes) H.R. 6757 - Family Savings Act of 2018 (Kelly) H.R. 6990 - Portable Retirement and Investment Account Act of 2018 (Himes) S. 2526 - Retirement Enhancement and Savings Act of 2018 (Hatch) S. 2688 - Capital Gains Inflation Relief Act (Cruz) S. 3145 - Skills Investment Act of 2018 (Klobuchar) S. 3197 - SIMPLE Plan Modernization Act (Collins) S. 3218 - Strengthening Financial Security through Short-term Savings Accounts Act (Heitkamp) S. 3219 - Small Business Employees Retirement Enhancement Act (Cotton) S. 3221 - Retirement Security Flexibility Act of 2018 (Young) Preserving Retirement Savings Tax Incentives H.R. 1 Clarifications 529 Plans Tax Exemption for Municipal Bond Interest
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2018 · second_quarter · Q2
H.R. 854 - Retirement Security for American Workers Act (Buchanan) H.R. 2055 - Lifetime income Disclosure Act (Messer) H.R. 4158 - Retirement Plan Modernization Act (Walberg) H.R. 4610 - Receiving Electronic Statements to Improve Retiree Earnings Act (Polis) S. 868 - Lifetime Income Disclosure Act (Isakson)
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 Businesses Add Value for Employees Act of 2017 (Kind) H.R. 5282 - Retirement Enhancement and Savings Act of 2018 (Kelly) H.R. 6250 - Skills Investment Act of 2018 (Kilmer) S. 2526 - Retirement Enhancement and Savings Act of 2018 (Hatch) S. 3145 - Skills Investment Act of 2018 (Klobuchar) Preserving Retirement Savings Tax Incentives H.R. 1 Clarifications Taxation of Derivatives
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2018 · first_quarter · Q1
H.R. 2319 - Consumer Financial Choice and Capital Markets Protection Act of 2017 (Rothfus) H.R. 3758 - Senior Safe Act of 2017 (Sinema) H.R. 3857 - Protecting Advice for Small Savers Act of 2017 (Wagner) H.R. 4061 - Financial Stability Oversight Council Improvement Act of 2017 (Ross) H.R. 4279 - Expanding Investment Opportunities Act (Hollingsworth) H.R. 4566 - Alleviating Stress Test Burdens to Help Investors Act (Poliquin) H.R. 4738 - Mutual Fund Litigation Reform Act (Emmer) S. 1117 - Consumer Financial Choice and Capital Markets Protection Act of 2017 (Toomey) S. 2155 - Economic Growth, Regulatory Relief and Consumer Protection Act (Crapo) FSOC Procedures for SIFI Designation of Nonbank Financial Companies Financial Stability Board Electronic Delivery of Mutual Fund Shareholder Reports Derivatives (Definition of US Person) Exchange-Traded Funds US Equity and Fixed Income Market Structure Corporate Governance Volcker Rule Cryptocurrencies
H.R. 2055 - Lifetime income Disclosure Act (Messer) H.R. 2823 - Affordable Retirement Advice for Savers Act (Roe) H.R. 4158 - Retirement Plan Modernization Act (Walberg) H.R. 4610 - Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act S. 868 - Lifetime Income Disclosure Act (Isakson) S. 1321 - Affordable Retirement Advice Protection Act (Isakson) DOL Fiduciary Rule
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2017 · fourth_quarter · Q4
H.R. 1585 - Definition of Accredited Investor (Schweikert) H.R. 2319 - Consumer Financial Choice and Capital Markets Protection Act of 2017 (Rothfus) H.R. 3555 - Exchange Regulatory Improvement Act (Loudermilk) H.R. 3758 - Senior Safe Act of 2017 (Sinema) H.R. 3857 - Protecting Advice for Small Savers Act of 2017 (Wagner) H.R. 4015 - Corporate Governance Reform and Transparency Act of 2017 (Duffy) H.R. 4061 - Financial Stability Oversight Council Improvement Act of 2017 (Ross) H.R. 4279 - Expanding Investment Opportunities Act (Hollingsworth) H.R. 4566 - Alleviating Stress Test Burdens to Help Investors Act (Poliquin) S. 223 - Senior Safe Act of 2017 (Collins) S. 1117 - Consumer Financial Choice and Capital Markets Protection Act of 2017 (Toomey) S. 2155 - Economic Growth, Regulatory Relief and Consumer Protection Act (Crapo) FSOC Procedures for SIFI Designation of Nonbank Financial Companies Financial Stability Board Electronic Delivery of Mutual Fund Shareholder Reports CFTC Rule 4.5 Exchange-Traded Funds US Equity and Fixed Income Market Structure Section 36(b) of the Investment Company Act of 1940 Volcker Rule MiFID II
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2017 · third_quarter · Q3
H.R. 854 - Retirement Security for American Workers Act (Buchanan) H.R. 2055 - Lifetime income Disclosure Act (Messer) H.R. 2823 - Affordable Retirement Advice for Savers Act (Roe) S. 868 - Lifetime Income Disclosure Act (Isakson) S. 1321 - Affordable Retirement Advice Protection Act (Isakson) Retirement Enhancement and Savings Act (Hatch) Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act DOL Fiduciary Rule Retirement Plan Coverage Proposals QDIAs Lifetime Income Disclosure Electronic Delivery of Retirement Plan Participant Information QDIAs
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 International Regulated Investment Company Tax-Exemption for Municipal Bond Interest ABLE Programs
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2017 · second_quarter · Q2
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 International Regulated Investment Company Tax-Exemption for Municipal Bond Interest ABLE Programs
H.R. 854 - Retirement Security for American Workers Act (Buchanan) H.R. 2823 - Affordable Retirement Advice for Savers Act (Roe) H.J. Res. 66 - Disapproving the DOL Rule on savings arrangements established by States (Walberg) S. 1321 - Affordable Retirement Advice Protection Act (Isakson) DOL Fiduciary Rule Retirement Plan Coverage Proposals Lifetime Income Disclosure Electronic Delivery of Retirement Plan Participant Information QDIAs
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of, White House Office
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2017 · first_quarter · Q1
H.R. 854 - Reitrement SEcurity for American WOrkers Act (Buchanan) H.J. Res. 66 - Disapproving the DOL Rule on savings arrangements established by States (Walberg) H.J. Res. 67 - Disapproving the DOL Rule on savings arrangements established by state political subdivisions (Rooney) S.J. Res. 32 - Disapproving the DOL Rule on savings arrangements established by States (Hatch) S.J. Res. 33 - Disapproving the DOL Rule on savings arrangements established by state political subdivisions (Hatch) DOL Fiduciary Rule Lifetime Income Disclosure
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2016 · fourth_quarter · Q4
S. 3417 - Receiving Electronic Statements to Improve Retiree Earnings Act (Brown) S. 3471 - Retirement Enhancement and Savings Act of 2016 (Hatch) Retirement Improvements and Savings Enhancements Act of 2016 (Wyden) H.R. 2656 - Receiving Electronic Statements to Improve Retiree Earnings Act (Polis) DOL Fiduciary Rule DOL Rule on State-Run Retirement Plans
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2016 · third_quarter · Q3
H.R. 5184 - Expansion of Rules Related to Investment by Nonresident Aliens in Mutual Funds (Paulsen) H.R. 5731 - SAVE UP Act (Crowley) S. 3338 - Small Business Employee Retirment Savings Act of 2016 (Burr) International Regulated Investment Company Tax-Exemption for Municipal Bond Interest Financial Transaction Tax Preserving Retirement Savings Tax Incentives Impact of Dividends Paid Deduction Proposal on Retirement Plans Derivatives Taxation ABLE Programs
S. 266 - Retirement Security Act of 2015 (Collins) S. 1317 - Lifetime Income Disclosure Act (Isakson) S. 2472 - American Savings Account Act of 2016 (Merkley) S. 3078 - Retirement Savings Lost and Found Act of 2016 (Warren) Retirement Enhancement Act of 2016 (Hatch) H.R. 557 - Retirement Security Act of 2015 (Buchanan) H.R. 2317 - Lifetime Income Disclosure Act (Messer) H.R. 2656 - Receiving Electronic Statements to Improve Retiree Earnings Act (Polis) H.R. 5450 - American Savings Account Act of 2016 (Huffman) H.R. 5805 - Retirement Savings Lost and Found Act of 2016 (Messer) State-Run Retirement Plans
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2016 · second_quarter · Q2
S. 266 - Retirement Security Act of 2015 (Collins) S. 1317 - Lifetime Income Disclosure Act (Isakson) S. 2472 - American Savings Account Act of 2016 (Merkley) S. 2502 - Affordable Retirement Advice Protection Act (Isakson) S. 2505 - Strengthening Access to Valuable Education and Retirement Support Act (Kirk) S.J. Res. 33 - Disapproving the DOL Fiduciary Rule (Isakson) H.R. 557 - Retirement Security Act of 2015 (Buchanan) H.R. 2317 - Lifetime Income Disclosure Act (Messer) H.R. 2656 - Receiving Electronic Statements to Improve Retiree Earnings Act (Polis) H.R. 4293 - Affordable Retirement Advice Protection Act (Roe) H.R. 4294 - Strengthening Access to Valuable Education and Retirement Support Act(Roskam) H.R. 5450 - American Savings Account Act of 2016 (Huffman) H.J. Res. 88 - Disapproving the DOL Fiduciary Rule (Roe) State-Run Retirement Plans
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, White House Office
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2016 · first_quarter · Q1
S. 245 - Automatic IRA Act of 2015 (Whitehouse) S. 266 - Retirement Security Act of 2015 (Collins) S. 1317 - Lifetime Income Disclosure Act (Isakson) S. 2472 - American Savings Account Act of 2016 (Merkley) S. 2502 - Affordable Retirement Advice Protection Act (Isakson) S. 2505 - Strengthening Access to Valuable Education and Retirement Support Act (Kirk) H.R. 506 - Automatic IRA Act of 2015 (Neal) H.R. 557 - Retirement Security Act of 2015 (Buchanan) H.R. 2317 - Lifetime Income Disclosure Act (Messer) H.R. 2656 - Receiving Electronic Statements to Improve Retiree Earnings Act (Polis) H.R. 4293 - Affordable Retirement Advice Protection Act (Roe) H.R. 4294 - Strengthening Access to Valuable Education and Retirement Support Act(Roskam) Department of Labor Proposed Rule on Fiduciary Standard State-Run Retirement Plans
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2015 · third_quarter · Q3
S. 245 - Automatic IRA Act of 2015 (Whitehouse) S. 266 - Retirement Security Act of 2015 (Collins) S. 1317 - Lifetime Income Disclosure Act (Isakson) H.R. 506 - Automatic IRA Act of 2015 (Neal) H.R. 557 - Retirement Security Act of 2015 (Buchanan) H.R. 2317 - Lifetime Income Disclosure Act (Messer) H.R. 2656 - Receiving Electronic Statements to Improve Retiree Earnings Act (Polis) Department of Labor Fiduciary Definition SAFE Retirement Act (Hatch) Security Throughout Retirement Act (Cantwell)
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of, White House Office
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2015 · second_quarter · Q2
S. 245 - Automatic IRA Act of 2015 (Whitehouse) S. 266 - Retirement Security Act of 2015 (Collins) S. 1317 - Lifetime Income Disclosure Act (Isakson) H.R. 506 - Automatic IRA Act of 2015 (Neal) H.R. 557 - Retirement Security Act of 2015 (Buchanan) H.R. 2317 - Lifetime Income Disclosure Act (Messer) H.R. 2656 - Receiving Electronic Statements to Improve Retiree Earnings Act (Polis) Department of Labor Fiduciary Definition SAFE Retirement Act (Hatch) Security Throughout Retirement Act (Cantwell)
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of, White House Office
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2015 · first_quarter · Q1
S. 174 - Stop Tax Haven Abuse Act (Whitehouse) S. 324 - Shrinking Emergency Account Losses Act of 2015 (Enzi) H.R. 644 - America Gives More Act of 2015 (Reed) H.R. 1464 - Inclusive Prosperity Act of 2015 (Ellison) Comprehensive Tax Reform Section 871(k) Flow-through of Certain Dividends Capital Gains and Dividend Tax Rates FIRPTA Stretch IRAs Contribution Limits for Retirement Plans International Regulated Investment Company Tax-Exemption for Municipal Bond Interest Financial Transaction Tax 529 Plans
S. 245 - Automatic IRA Act of 2015 (Whitehouse) S. 266 - Retirement Security Act of 2015 (Collins) H.R. 506 - Automatic IRA Act of 2015 (Neal) H.R. 557 - Retirement Security Act of 2015 (Buchanan) Department of Labor Fiduciary Definition Lifetime Income Disclosure SAFE Retirement Act (Hatch) Security Throughout Retirement Act (Cantwell)
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, White House Office
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2014 · fourth_quarter · Q4
S. 1145 - Lifetime Income Disclosure Act (Isakson) S. 1270 - SAFE Retirement Act of 2013 (Hatch) S. 1970 - Retirement Security Act of 2014 (Collins) S. 1979 - USA Retirement Funds Act (Harkin) H.R. 2035 - Automatic IRA Act of 2013 (Neal) H.R. 2117 - Retirement Plan Simplification and Enhancement Act of 2013 (Neal) H.R. 2171 - Lifetime Income Disclosure Act (Holt) H.R. 4376 - Retirement Security Act of 2014 (Braley) H.R. 5875 - SAVE Act of 2014 (Kind) Electronic Delivery of Retirement Plan Information Department of Labor Fiduciary Definition Security Throughout Retirement Act (Cantwell)
S. 313 - ABLE Act of 2013 (Casey) S. 606 - Shrinking Emergency Account Losses Act (Nelson) S. 2261 - Tax Technical Corrections Act of 2014 (Wyden) H.R. 647 - ABLE Act of 2013 (Crenshaw) H.R. 5528 - Tax Technical Corrections Act of 2014 (Camp) H.R. 5771 - Tax Increase Prevention Act of 2014 (Camp) H.R. 5806 - Supporting America's Charities Act (Camp) Tax Reform Stretch IRAs Annual Contribution Limits for Retirement Plans International Regulated Investment Companies Tax-Exemption for Municipal Bonds Financial Transaction Tax
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2014 · third_quarter · Q3
S. 1145 - Lifetime Income Disclosure Act (Isakson) S. 1270 - SAFE Retirement Act of 2013 (Hatch) S. 1970 - Retirement Security Act of 2014 (Collins) S. 1979 - USA Retirement Funds Act (Harkin)H.R. 2035 - Automatic IRA Act of 2013 (Neal) H.R. 2117 - Retirement Plan Simplification and Enhancement Act of 2013 (Neal) H.R. 2171 - Lifetime Income Disclosure Act (Holt) H.R. 4376 - Retirement Security Act of 2014 (Braley) Electronic Delivery of Retirement Plan Information SAVE Act (Kind) Department of Labor Fiduciary Definition Security Throughout Retirement Act (Cantwell)
S. 313 - ABLE Act of 2013 (Casey) S. 2261 - Tax Technical Corrections Act of 2014 (Wyden) H.R. 647 - ABLE Act of 2013 (Crenshaw) H.R. 4555 - Exemption for Certain Dividends Paid by RICs to Nonresident Aliens (Paulsen)S. 1257 - Protect American Investments Act of 2013 (Roberts) S. 2260 - EXPIRE Act of 2014 (Wyden) H.R. 2546 - Protect American Investments Act of 2013 (Price) H.R. 4619 - Permanent IRA Charitable Contribution Act of 2014 (Schock) H.R. 5528 - Tax Technical Corrections Act of 2014 (Camp) Tax Reform Stretch IRAs Annual Contribution Limits for Retirement Plans International Regulated Investment Companies Tax-Exemption for Municipal Bonds Financial Transaction Tax
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2014 · second_quarter · Q2
S. 1145 - Lifetime Income Disclosure Act (Isakson) S. 1270 - SAFE Retirement Act of 2013 (Hatch) S. 1970 - Retirement Security Act of 2014 (Collins) S. 1979 - USA Retirement Funds Act (Harkin) H.R. 2035 - Automatic IRA Act of 2013 (Neal) H.R. 2117 - Retirement Plan Simplification and Enhancement Act of 2013 (Neal) H.R. 2171 - Lifetime Income Disclosure Act (Holt) H.R. 4376 - Retirement Security Act of 2014 (Braley) Electronic Delivery of Retirement Plan Information Department of Labor Fiduciary Definition 401(k) Disclosure Draft - Security Throughout Retirement Act (Cantwell)
S. 268 - CUT Loopholes Act (Levin) S. 410 - Wall Street Trading and Speculators Tax Act (Harkin) S. 606 - Shrinking Emergency Account Losses Act (Nelson) S. 1257 - Protect American Investments Act of 2013 (Roberts) S. 1533 - Stop Tax Haven Abuse Act (Levin) S. 2260 - EXPIRE Act of 2014 (Section 871(k) Flow-through of Certain Dividends/Tax Extenders) S. 2261 - Tax Technical Corrections Act of 2014 (RIC Modernization Act) H.R. 880 - Wall Street Trading and Speculators Tax Act (DeFazio) H.R. 1554 - Stop Tax Haven Abuse Act (Doggett) H.R. 2546 - Protect American Investments Act of 2013 (Price) H.R. 4555 - Exemption for Certain Dividends Paid by RICs to Nonresident Aliens (Paulsen) H.R. 4619 - Permanent IRA Charitable Contribution Act of 2014 (Schock) Draft - Tax Reform (Camp) Draft - Preserving American's Transit and Highways Act (Stretch IRAs) Draft - ASPIRE Act (Schumer) Annual Contribution Limits for Retirement Plans Foreign Account Tax Compliance Act International Regulated Investment Companies Tax-Exemption for Municipal Bonds Financial Transaction Tax
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2014 · first_quarter · Q1
S. 410 - Wall Street Trading and Speculators Tax Act (Harkin) S. 1533 - Stop Tax Haven Abuse Act (Levin) H.R. 1554 - Stop Tax haven Abuse Act (Doggett) H.R. 2546 - Protect American Investments Act of 2013 (Price)S. 268 - CUT Loopholes Act (Levin) S. 313 - ABLE Act of 2013 (Casey) S. 1257 - Protect American Investments Act of 2013 (Roberts) S. 606 - Shrinking Emergency Account Losses Act (Nelson) H.R. 880 - Wall Street Trading and Speculators Tax Act (DeFazio) H. Res. 112 - House Resolution on Municipal Bonds (Terry) Discussion Draft - Tax Reform (Camp) Section 871(k) Flow-through of Certain Dividends/Tax Extenders Annual Contribution Limits for Retirement Plans Foreign Account Tax Compliance Act International Regulated Investment Companies Tax-Exemption for Municipal Bonds Financial Transaction Tax 28% Limit on Tax Deductions and Exemptions RIC Modernization Act Technical Corrections
S. 1145 - Lifetime Income Disclosure Act (Isakson) S. 1270 - SAFE Retirement Act of 2013 (Hatch) S. 1970 - Retirement Security Act of 2014 (Collins) S. 1979 - USA Retirement Funds Act (Harkin)H.R. 2035 - Automatic IRA Act of 2013 (Neal) H.R. 2117 - Retirement Plan Simplification and Enhancement Act of 2013 (Neal) H.R. 2171 - Lifetime Income Disclosure Act (Holt) H.R. 2374 - Retail Investor Protection Act (Wagner) S. Con. Res. 12 - Sense of Congress that CUrrent Tax Incentives for Retirement Savings Provide Important Benefits (Isakson) Electronic Delivery of Retirement Plan Information DOL Fiduciary Definition 401(k) Disclosure Draft - Security Throughout Retirement Act (Cantwell)
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2013 · fourth_quarter · Q4
S. 1145 - Lifetime Income Disclosure Act (Isakson) S. 1270 - SAFE Retirement Act of 2013 (Hatch) H.R. 2035 - Automatic IRA Act of 2013 (Neal) H.R. 2117 - Retirement Plan Simplification and Enhancement Act of 2013 (Neal)H.R. 2171 - Lifetime Income Disclosure Act (Hatch) H.R. 2374 - Retail Investor Protection Act (Wagner) S. Con. Res. 12 - Sense of Congress that Current Tax Incentives for Retirement Savings Provide Important Benefits (Isakson) Electronic Delivery of Retirement Plan Information DOL Fiduciary Definition 401(k) Disclosure Security Throughout Retirement Act (Cantwell) Retirement Security Act (Collins) "USA Retirement Funds" Proposal (Harkin)
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
H.R. 6065, Retirement Savings for Americans Act H.R. 7293, Automatic IRA Act of 2024 S. 3102, Retirement Savings for Americans Act Implementation of SECURE 2.0 Act of 2022 IRC section 852(b)(6) Tax deferral of retirement contributions
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of, White House Office
H.R. 448, Putting Investors First Act of 2023 H.R. 500, Financial Exploitation Prevention Act of 2023 H.R. 760, Chinese Military and Surveillance Company Sanctions Act of 2023 H.R. 1807, Improving Disclosure for Investors Act of 2023 H.R. 2627, Increasing Investor Opportunities Act H.R. 3063, Retirement Fairness for Charities and Educational Institutions Act of 2023 H.R. 3812, Financial Stability Oversight Council Improvement Act of 2023 H.R. 4168, Mandatory Materiality Requirement Act of 2023 H.R. 4177, Improving Corporate Governance Through Diversity Act of 2023 H.R. 4237, Ensuring Sound Guidance Act H.R. 4589, To provide for the registration of proxy advisory firms H.R. 4590, To provide for liability for certain failures to disclose material information in connection with proxy voting advice H.R. 4600, Protecting Retail Investors Savings Act H.R. 4645, Empowering Shareholders Act of 2023 H.R. 4648, To provide for duties of certain investment advisors, asset managers, and pension funds with respect to voting on shareholder proposals H.R. 4767, Protecting Americans Retirement Savings from Politics Act H.R. 4790, GUARDRAIL Act of 2023 H.R. 6783, Capital Markets Financing and Economic Growth Investments Act of 2023 S. 1481, Financial Exploitation Prevention Act of 2023 S. 1799, Putting Investors First Act of 2023 S. 2005, Mandatory Materiality Requirement Act of 2023 S. 2007, Improving Corporate Governance Through Diversity Act of 2023 S. 2226, National Defense Authorization Act for Fiscal Year 2024 (outbound investment screening) S. 2700, INDEX Act General concerns regarding the volume, interconnectedness, and length of comment periods of SEC proposals SEC mandatory swing pricing, hard close, and liquidity risk management proposal SEC money market fund proposal SEC predictive data analytics proposal SEC Safeguarding Advisory Client Assets proposal FSOC revised guidance on designation of nonbank SIFIs Executive Order on Addressing United States Investments in Certain National Security Technologies and Products in Countries of Concern
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of, White House Office
Implementation of SECURE 2.0 Act of 2022 Roth Catch-up Contributions Retirement Savings for Americans Act (Hickenlooper) Capital gains and dividends taxation IRC section 852(b)(6) Related parties wash-sale rule Tax deferral retirement contributions
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of, White House Office
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of, White House Office
H.R. 854 - Retirement Security for American Workers Act (Buchanan) H.R. 2055 - Lifetime Income Disclosure Act (Messer) H.R. 4158 - Retirement Plan Modernization Act (Walberg) H.R. 4610 - Receiving Electronic Statements to Improve Retiree Earnings Act (Polis) S. 868 - Lifetime Income Disclosure Act (Isakson)
H.R. 2319 - Consumer Financial Choice and Capital Markets Protection Act of 2017 (Rothfus) H.R. 4015 - Corporate Governance Reform and Transparency Act of 2017 (Duffy) H.R. 4061 - Financial Stability Oversight Council Improvement Act of 2017 (Ross) S. 488 - JOBS and Investor Confidence Act of 2018 S. 1117 - Consumer Financial Choice and Capital Markets Protection Act of 2017 (Toomey) S. 1744 - Brokaw Act (Baldwin) S. 2756 - Fair Investment Opportunities for Professional Experts Act (Tillis) FSOC Procedures for SIFI Designation of Nonbank Financial Companies Electronic Delivery of Mutual Fund Shareholder Reports Exchange-Traded Funds SEC Best-Interest Standard for Broker-Dealers Volcker Rule Cryptocurrencies
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
H.R. 2319 - Consumer Financial Choice and Capital Markets Protection Act of 2017 (Rothfus) H.R. 4015 - Corporate Governance Reform and Transparency Act of 2017 (Duffy) H.R. 4061 - Financial Stability Oversight Council Improvement Act of 2017 (Ross) H.R. 4738 - Mutual Fund Litigation Reform Act (Emmer) S. 1117 - Consumer Financial Choice and Capital Markets Protection Act of 2017 (Toomey) S. 2155 - Economic Growth, Regulatory Relief and Consumer Protection Act (Crapo) Expanding Investment in Small Businesses Act (Hultgren) FSOC Procedures for SIFI Designation of Nonbank Financial Companies Electronic Delivery of Mutual Fund Shareholder Reports Stress Testing Requirements for Registered Investment Companies Exchange-Traded Funds SEC Best-Interest Standard for Broker-Dealers
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
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) H.R. 5003 - Reinstatement of Advance Refunding Bonds (Hultgren) H.R. 5282 - Retirement Enhancement and Savings Act of 2018 (Kelly) S. 940 - Shrinking Emergency Account Losses Act of 2017 (Enzi) S. 1005 - Modernization of Derivatives Tax Act of 2017 (Wyden) S. 2526 - Retirement Enhancement and Savings Act of 2018 (Hatch) Preserving Retirement Savings Tax Incentives H.R. 1 Clarifications ABLE Act Treatment of Multiple Distributions
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
H.R. 2055 - Lifetime income Disclosure Act (Messer) H.R. 2823 - Affordable Retirement Advice for Savers Act (Roe) H.R. 4158 - Retirement Plan Modernization Act (Walberg) H.R. 4604 - Increasing Access to a Secure Retirement Act of 2017 (Walberg) H.R. 4610 - Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act S. 868 - Lifetime Income Disclosure Act (Isakson) S. 1321 - Affordable Retirement Advice Protection Act (Isakson) Retirement Enhancement and Savings Act (Hatch) DOL Fiduciary Rule QDIAs
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
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, White House Office
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of