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Reported covered position: N/A
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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.
Digital asset taxation, including the relevant provisions of H.R. 8899, the Digital Asset PARITY Act; H.R. 10357, the Digital Asset Tax Certainty Act, H.R. 9172, the Applying Existing Tax Anti-Abuse Rules to Digital Assets Act, H.R. 9173, the Charitable Deductions for Digital Asset Donations Act, H.R. 9174, the Digital Assets Voluntary Disclosure Program Act, H.R. 9175, the Tax Clarity for Mining and Staking Act, H.R. 9178, the Less Tax Paperwork for Digital Asset Owners Act, and S. 5616, the Aligning Digital Assets with Principles of Taxation Act or the ADAPT Act; tax treatment of financial products, including the relevant provisions of H.R. 2089, the Generating Retirement Ownership through Long-Term Holding Act; tax reform legislation.
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
Digital asset taxation, including the relevant provisions of H.R. 8899, the Digital Asset PARITY Act; H.R. 10357, the Digital Asset Tax Certainty Act, H.R. 9172, the Applying Existing Tax Anti-Abuse Rules to Digital Assets Act, H.R. 9173, the Charitable Deductions for Digital Asset Donations Act, H.R. 9174, the Digital Assets Voluntary Disclosure Program Act, H.R. 9175, the Tax Clarity for Mining and Staking Act, H.R. 9178, the Less Tax Paperwork for Digital Asset Owners Act, and S. 5616, the Aligning Digital Assets with Principles of Taxation Act or the ADAPT Act; tax treatment of financial products, including the relevant provisions of H.R. 2089, the Generating Retirement Ownership through Long-Term Holding Act; tax reform legislation.
Source: Senate LDA
Digital asset taxation, including the relevant provisions of H.R.8899, the Digital Asset Protection, Accountability, Regulation, Innovation, Taxation, and Yields Act; tax treatment of financial products, including the relevant provisions of H.R.2089, the Generating Retirement Ownership through Long-Term Holding Act, and S.1839, the Generating Retirement Ownership through Long-Term Holding Act; tax reform legislation.
Digital asset taxation, including the relevant provisions of H.R. 8899, the Digital Asset PARITY Act; H.R. 10357, the Digital Asset Tax Certainty Act, H.R. 9172, the Applying Existing Tax Anti-Abuse Rules to Digital Assets Act, H.R. 9173, the Charitable Deductions for Digital Asset Donations Act, H.R. 9174, the Digital Assets Voluntary Disclosure Program Act, H.R. 9175, the Tax Clarity for Mining and Staking Act, H.R. 9178, the Less Tax Paperwork for Digital Asset Owners Act, and S. 5616, the Aligning Digital Assets with Principles of Taxation Act or the ADAPT Act; tax treatment of financial products, including the relevant provisions of H.R. 2089, the Generating Retirement Ownership through Long-Term Holding Act; tax reform legislation.
Digital asset taxation; tax treatment of financial products, including the relevant provisions of H.R.2089, the Generating Retirement Ownership through Long-Term Holding Act, and S.1839, the Generating Retirement Ownership through Long-Term Holding Act.
Systemic risk legislation, including the relevant provisions of H.R.3682, the Financial Stability Oversight Council Improvement Act of 2025, and S.3578, the Financial Stability Oversight Council Improvement Act of 2025; e-delivery, including the relevant provisions of H.R.2441, the Improving Disclosure for Investors Act of 2025, S.1877, the Improving Disclosure for Investors Act of 2025, and H.R.3383, the Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025; digital assets, including the relevant provisions of S.3755, the Digital Commodity Intermediaries Act; escheatment; systemic risk regulation; asset management regulation.
Systemic risk legislation, including the relevant provisions of H.R.3682, the Financial Stability Oversight Council Improvement Act of 2025, and S.3578, the Financial Stability Oversight Council Improvement Act of 2025; e-delivery, including the relevant provisions of H.R.2441, the Improving Disclosure for Investors Act of 2025, S.1877, the Improving Disclosure for Investors Act of 2025, and H.R.3383, the Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025; digital assets, including the relevant provisions of S.3755, the Digital Commodity Intermediaries Act; escheatment, including the relevant provisions of H.R.8338, the Safeguarding Americans' Fairly Earned Retirement Act of 2026; systemic risk regulation; asset management regulation; Trump Accounts (530A).
Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025
Systemic risk legislation, including the relevant provisions of H.R.3682, the Financial Stability Oversight Council Improvement Act of 2025, and S.3578, the Financial Stability Oversight Council Improvement Act of 2025; e-delivery, including the relevant provisions of H.R.2441, the Improving Disclosure for Investors Act of 2025, S.1877, the Improving Disclosure for Investors Act of 2025, and H.R.3383, the Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025; digital assets, including the relevant provisions of S.3755, the Digital Commodity Intermediaries Act; escheatment; systemic risk regulation; asset management regulation.
Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025
Systemic risk legislation, including the relevant provisions of H.R.3682, the Financial Stability Oversight Council Improvement Act of 2025, and S.3578, the Financial Stability Oversight Council Improvement Act of 2025; e-delivery, including the relevant provisions of H.R.2441, the Improving Disclosure for Investors Act of 2025, S.1877, the Improving Disclosure for Investors Act of 2025, and H.R.3383, the Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025; digital assets, including the relevant provisions of S.3755, the Digital Commodity Intermediaries Act; escheatment, including the relevant provisions of H.R.8338, the Safeguarding Americans' Fairly Earned Retirement Act of 2026; systemic risk regulation; asset management regulation; Trump Accounts (530A).
E-delivery; digital assets, including the relevant provisions of H.R. 3633, the Digital Asset Market Clarity Act; escheatment, including the relevant provisions of H.R. 8338, the Safeguarding Americans' Fairly Earned Retirement Act of 2026 or the SAFER Act of 2026; asset management regulation.
Financial Stability Oversight Council Improvement Act of 2025
Systemic risk legislation, including the relevant provisions of H.R.3682, the Financial Stability Oversight Council Improvement Act of 2025, and S.3578, the Financial Stability Oversight Council Improvement Act of 2025; e-delivery, including the relevant provisions of H.R.2441, the Improving Disclosure for Investors Act of 2025, S.1877, the Improving Disclosure for Investors Act of 2025, and H.R.3383, the Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025; digital assets, including the relevant provisions of S.3755, the Digital Commodity Intermediaries Act; escheatment; systemic risk regulation; asset management regulation.
Financial Stability Oversight Council Improvement Act of 2025
Systemic risk legislation, including the relevant provisions of H.R.3682, the Financial Stability Oversight Council Improvement Act of 2025, and S.3578, the Financial Stability Oversight Council Improvement Act of 2025; e-delivery, including the relevant provisions of H.R.2441, the Improving Disclosure for Investors Act of 2025, S.1877, the Improving Disclosure for Investors Act of 2025, and H.R.3383, the Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025; digital assets, including the relevant provisions of S.3755, the Digital Commodity Intermediaries Act; escheatment, including the relevant provisions of H.R.8338, the Safeguarding Americans' Fairly Earned Retirement Act of 2026; systemic risk regulation; asset management regulation; Trump Accounts (530A).
Systemic risk legislation, including the relevant provisions of H.R.3682, the Financial Stability Oversight Council Improvement Act of 2025, and S.3578, the Financial Stability Oversight Council Improvement Act of 2025; e-delivery, including the relevant provisions of H.R.2441, the Improving Disclosure for Investors Act of 2025, S.1877, the Improving Disclosure for Investors Act of 2025, and H.R.3383, the Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025; digital assets, including the relevant provisions of S.3755, the Digital Commodity Intermediaries Act; escheatment, including the relevant provisions of H.R.8338, the Safeguarding Americans' Fairly Earned Retirement Act of 2026; systemic risk regulation; asset management regulation; Trump Accounts (530A).
E-delivery; digital assets, including the relevant provisions of H.R. 3633, the Digital Asset Market Clarity Act; escheatment, including the relevant provisions of H.R. 8338, the Safeguarding Americans' Fairly Earned Retirement Act of 2026 or the SAFER Act of 2026; asset management regulation.
Digital asset taxation, including the relevant provisions of H.R.8899, the Digital Asset Protection, Accountability, Regulation, Innovation, Taxation, and Yields Act; tax treatment of financial products, including the relevant provisions of H.R.2089, the Generating Retirement Ownership through Long-Term Holding Act, and S.1839, the Generating Retirement Ownership through Long-Term Holding Act; tax reform legislation.
Digital asset taxation, including the relevant provisions of H.R. 8899, the Digital Asset PARITY Act; H.R. 10357, the Digital Asset Tax Certainty Act, H.R. 9172, the Applying Existing Tax Anti-Abuse Rules to Digital Assets Act, H.R. 9173, the Charitable Deductions for Digital Asset Donations Act, H.R. 9174, the Digital Assets Voluntary Disclosure Program Act, H.R. 9175, the Tax Clarity for Mining and Staking Act, H.R. 9178, the Less Tax Paperwork for Digital Asset Owners Act, and S. 5616, the Aligning Digital Assets with Principles of Taxation Act or the ADAPT Act; tax treatment of financial products, including the relevant provisions of H.R. 2089, the Generating Retirement Ownership through Long-Term Holding Act; tax reform legislation.
Applying Existing Tax Anti-Abuse Rules to Digital Assets Act
Digital asset taxation, including the relevant provisions of H.R. 8899, the Digital Asset PARITY Act; H.R. 10357, the Digital Asset Tax Certainty Act, H.R. 9172, the Applying Existing Tax Anti-Abuse Rules to Digital Assets Act, H.R. 9173, the Charitable Deductions for Digital Asset Donations Act, H.R. 9174, the Digital Assets Voluntary Disclosure Program Act, H.R. 9175, the Tax Clarity for Mining and Staking Act, H.R. 9178, the Less Tax Paperwork for Digital Asset Owners Act, and S. 5616, the Aligning Digital Assets with Principles of Taxation Act or the ADAPT Act; tax treatment of financial products, including the relevant provisions of H.R. 2089, the Generating Retirement Ownership through Long-Term Holding Act; tax reform legislation.
Digital asset taxation, including the relevant provisions of H.R. 8899, the Digital Asset PARITY Act; H.R. 10357, the Digital Asset Tax Certainty Act, H.R. 9172, the Applying Existing Tax Anti-Abuse Rules to Digital Assets Act, H.R. 9173, the Charitable Deductions for Digital Asset Donations Act, H.R. 9174, the Digital Assets Voluntary Disclosure Program Act, H.R. 9175, the Tax Clarity for Mining and Staking Act, H.R. 9178, the Less Tax Paperwork for Digital Asset Owners Act, and S. 5616, the Aligning Digital Assets with Principles of Taxation Act or the ADAPT Act; tax treatment of financial products, including the relevant provisions of H.R. 2089, the Generating Retirement Ownership through Long-Term Holding Act; tax reform legislation.
Digital asset taxation, including the relevant provisions of H.R. 8899, the Digital Asset PARITY Act; H.R. 10357, the Digital Asset Tax Certainty Act, H.R. 9172, the Applying Existing Tax Anti-Abuse Rules to Digital Assets Act, H.R. 9173, the Charitable Deductions for Digital Asset Donations Act, H.R. 9174, the Digital Assets Voluntary Disclosure Program Act, H.R. 9175, the Tax Clarity for Mining and Staking Act, H.R. 9178, the Less Tax Paperwork for Digital Asset Owners Act, and S. 5616, the Aligning Digital Assets with Principles of Taxation Act or the ADAPT Act; tax treatment of financial products, including the relevant provisions of H.R. 2089, the Generating Retirement Ownership through Long-Term Holding Act; tax reform legislation.
Digital asset taxation, including the relevant provisions of H.R. 8899, the Digital Asset PARITY Act; H.R. 10357, the Digital Asset Tax Certainty Act, H.R. 9172, the Applying Existing Tax Anti-Abuse Rules to Digital Assets Act, H.R. 9173, the Charitable Deductions for Digital Asset Donations Act, H.R. 9174, the Digital Assets Voluntary Disclosure Program Act, H.R. 9175, the Tax Clarity for Mining and Staking Act, H.R. 9178, the Less Tax Paperwork for Digital Asset Owners Act, and S. 5616, the Aligning Digital Assets with Principles of Taxation Act or the ADAPT Act; tax treatment of financial products, including the relevant provisions of H.R. 2089, the Generating Retirement Ownership through Long-Term Holding Act; tax reform legislation.
Digital asset taxation, including the relevant provisions of H.R. 8899, the Digital Asset PARITY Act; H.R. 10357, the Digital Asset Tax Certainty Act, H.R. 9172, the Applying Existing Tax Anti-Abuse Rules to Digital Assets Act, H.R. 9173, the Charitable Deductions for Digital Asset Donations Act, H.R. 9174, the Digital Assets Voluntary Disclosure Program Act, H.R. 9175, the Tax Clarity for Mining and Staking Act, H.R. 9178, the Less Tax Paperwork for Digital Asset Owners Act, and S. 5616, the Aligning Digital Assets with Principles of Taxation Act or the ADAPT Act; tax treatment of financial products, including the relevant provisions of H.R. 2089, the Generating Retirement Ownership through Long-Term Holding Act; tax reform legislation.
Digital asset taxation; tax treatment of financial products, including the relevant provisions of H.R.2089, the Generating Retirement Ownership through Long-Term Holding Act, and S.1839, the Generating Retirement Ownership through Long-Term Holding Act.
Digital asset taxation, including the relevant provisions of H.R.8899, the Digital Asset Protection, Accountability, Regulation, Innovation, Taxation, and Yields Act; tax treatment of financial products, including the relevant provisions of H.R.2089, the Generating Retirement Ownership through Long-Term Holding Act, and S.1839, the Generating Retirement Ownership through Long-Term Holding Act; tax reform legislation.
Systemic risk legislation, including the relevant provisions of H.R.3682, the Financial Stability Oversight Council Improvement Act of 2025, and S.3578, the Financial Stability Oversight Council Improvement Act of 2025; e-delivery, including the relevant provisions of H.R.2441, the Improving Disclosure for Investors Act of 2025, S.1877, the Improving Disclosure for Investors Act of 2025, and H.R.3383, the Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025; digital assets, including the relevant provisions of S.3755, the Digital Commodity Intermediaries Act; escheatment; systemic risk regulation; asset management regulation.
Systemic risk legislation, including the relevant provisions of H.R.3682, the Financial Stability Oversight Council Improvement Act of 2025, and S.3578, the Financial Stability Oversight Council Improvement Act of 2025; e-delivery, including the relevant provisions of H.R.2441, the Improving Disclosure for Investors Act of 2025, S.1877, the Improving Disclosure for Investors Act of 2025, and H.R.3383, the Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025; digital assets, including the relevant provisions of S.3755, the Digital Commodity Intermediaries Act; escheatment, including the relevant provisions of H.R.8338, the Safeguarding Americans' Fairly Earned Retirement Act of 2026; systemic risk regulation; asset management regulation; Trump Accounts (530A).
Systemic risk legislation, including the relevant provisions of H.R.3682, the Financial Stability Oversight Council Improvement Act of 2025, and S.3578, the Financial Stability Oversight Council Improvement Act of 2025; e-delivery, including the relevant provisions of H.R.2441, the Improving Disclosure for Investors Act of 2025, S.1877, the Improving Disclosure for Investors Act of 2025, and H.R.3383, the Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025; digital assets, including the relevant provisions of S.3755, the Digital Commodity Intermediaries Act; escheatment; systemic risk regulation; asset management regulation.
Systemic risk legislation, including the relevant provisions of H.R.3682, the Financial Stability Oversight Council Improvement Act of 2025, and S.3578, the Financial Stability Oversight Council Improvement Act of 2025; e-delivery, including the relevant provisions of H.R.2441, the Improving Disclosure for Investors Act of 2025, S.1877, the Improving Disclosure for Investors Act of 2025, and H.R.3383, the Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025; digital assets, including the relevant provisions of S.3755, the Digital Commodity Intermediaries Act; escheatment, including the relevant provisions of H.R.8338, the Safeguarding Americans' Fairly Earned Retirement Act of 2026; systemic risk regulation; asset management regulation; Trump Accounts (530A).
Systemic risk legislation, including the relevant provisions of H.R.3682, the Financial Stability Oversight Council Improvement Act of 2025, and S.3578, the Financial Stability Oversight Council Improvement Act of 2025; e-delivery, including the relevant provisions of H.R.2441, the Improving Disclosure for Investors Act of 2025, S.1877, the Improving Disclosure for Investors Act of 2025, and H.R.3383, the Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025; digital assets, including the relevant provisions of S.3755, the Digital Commodity Intermediaries Act; escheatment; systemic risk regulation; asset management regulation.
Systemic risk legislation, including the relevant provisions of H.R.3682, the Financial Stability Oversight Council Improvement Act of 2025, and S.3578, the Financial Stability Oversight Council Improvement Act of 2025; e-delivery, including the relevant provisions of H.R.2441, the Improving Disclosure for Investors Act of 2025, S.1877, the Improving Disclosure for Investors Act of 2025, and H.R.3383, the Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025; digital assets, including the relevant provisions of S.3755, the Digital Commodity Intermediaries Act; escheatment, including the relevant provisions of H.R.8338, the Safeguarding Americans' Fairly Earned Retirement Act of 2026; systemic risk regulation; asset management regulation; Trump Accounts (530A).
Preserving American Dominance in Artificial Intelligence Act of 2024
Digital asset taxation, including the relevant provisions of H.R. 8899, the Digital Asset PARITY Act; H.R. 10357, the Digital Asset Tax Certainty Act, H.R. 9172, the Applying Existing Tax Anti-Abuse Rules to Digital Assets Act, H.R. 9173, the Charitable Deductions for Digital Asset Donations Act, H.R. 9174, the Digital Assets Voluntary Disclosure Program Act, H.R. 9175, the Tax Clarity for Mining and Staking Act, H.R. 9178, the Less Tax Paperwork for Digital Asset Owners Act, and S. 5616, the Aligning Digital Assets with Principles of Taxation Act or the ADAPT Act; tax treatment of financial products, including the relevant provisions of H.R. 2089, the Generating Retirement Ownership through Long-Term Holding Act; tax reform legislation.
An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.
Retirement savings tax incentives, including the relevant provisions of H.R.1, the One Big Beautiful Bill Act; tax reform legislation, including the relevant provisions of H.R.1, the One Big Beautiful Bill Act; health savings accounts, including the relevant provisions of H.R.1, the One Big Beautiful Bill Act; student debt repayment tax incentives, including the relevant provisions of H.R.1, the One Big Beautiful Bill Act, H.R.1801, the Employer Participation in Repayment Act, and S.772, the Employer Participation in Repayment Act; digital asset taxation, including the relevant provisions of H.R.1, the One Big Beautiful Bill Act; tax treatment of financial products, including the relevant provisions of H.R. 2089, the Generating Retirement Ownership through Long-Term Holding Act, and S.1839, the Generating Retirement Ownership through Long-Term Holding Act
An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.
Retirement plan investment options; retirement policy, including the relevant provisions of H.R.1, the One Big Beautiful Bill Act; e-delivery, including the relevant provisions of H.R.2441, the Improving Disclosure for Investors Act of 2025, and S.1877, the Improving Disclosure for Investors Act of 2025
An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.
Retirement savings enhancements, including the relevant provisions of H.R.1, the One Big Beautiful Bill Act; retirement policy, including the relevant provisions of H.R.1, the One Big Beautiful Bill Act; e-delivery; digital rollovers.
An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.
Tax reform legislation, including the relevant provisions of H.R.1, the One Big Beautiful Bill Act; tax treatment of financial products, including the relevant provisions of H.R.2089, the Generating Retirement Ownership through Long-Term Holding Act, and S.1839, the Generating Retirement Ownership through Long-Term Holding Act; health savings accounts; digital asset taxation.
An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.
Systemic risk regulation; systemic risk legislation, including the relevant provisions of H.R.3682, the Financial Stability Oversight Council Improvement Act of 2025; e-delivery, including the relevant provisions of H.R.2441, the Improving Disclosure for Investors Act of 2025, and S.1877, the Improving Disclosure for Investors Act of 2025; escheatment, including the relevant provisions of H.R.1, the One Big Beautiful Bill Act; asset management regulation; digital assets, including the relevant provisions of H.R.2392, the Stablecoin Transparency and Accountability for a Better Ledger Economy Act of 2025, S.394, the Guiding and Establishing National Innovation for U.S. Stablecoins Act of 2025, and H.R.3633, the Digital Asset Market Clarity Act of 2025
Retirement savings tax incentives, including the relevant provisions of H.R.1, the One Big Beautiful Bill Act; tax reform legislation, including the relevant provisions of H.R.1, the One Big Beautiful Bill Act; health savings accounts, including the relevant provisions of H.R.1, the One Big Beautiful Bill Act; student debt repayment tax incentives, including the relevant provisions of H.R.1, the One Big Beautiful Bill Act, H.R.1801, the Employer Participation in Repayment Act, and S.772, the Employer Participation in Repayment Act; digital asset taxation, including the relevant provisions of H.R.1, the One Big Beautiful Bill Act; tax treatment of financial products, including the relevant provisions of H.R. 2089, the Generating Retirement Ownership through Long-Term Holding Act, and S.1839, the Generating Retirement Ownership through Long-Term Holding Act
Retirement savings tax incentives; tax reform legislation; health savings accounts; student debt repayment tax incentives, including the relevant provisions of S. 772 and H.R. 1801, the Employer Participation in Repayment Act; digital asset taxation; tax treatment of financial products, including the relevant provisions of H.R. 2089, the Generating Retirement Ownership through Long-Term Holding Act
Retirement savings tax incentives; tax reform legislation; health savings accounts; student debt repayment tax incentives, including the relevant provisions of S. 772 and H.R. 1801, the Employer Participation in Repayment Act; digital asset taxation; tax treatment of financial products, including the relevant provisions of H.R. 2089, the Generating Retirement Ownership through Long-Term Holding Act
Retirement savings tax incentives, including the relevant provisions of H.R.1, the One Big Beautiful Bill Act; tax reform legislation, including the relevant provisions of H.R.1, the One Big Beautiful Bill Act; health savings accounts, including the relevant provisions of H.R.1, the One Big Beautiful Bill Act; student debt repayment tax incentives, including the relevant provisions of H.R.1, the One Big Beautiful Bill Act, H.R.1801, the Employer Participation in Repayment Act, and S.772, the Employer Participation in Repayment Act; digital asset taxation, including the relevant provisions of H.R.1, the One Big Beautiful Bill Act; tax treatment of financial products, including the relevant provisions of H.R. 2089, the Generating Retirement Ownership through Long-Term Holding Act, and S.1839, the Generating Retirement Ownership through Long-Term Holding Act
Tax reform legislation, including the relevant provisions of H.R.2089, the Generating Retirement Ownership through Long-Term Holding Act; health savings accounts; digital asset taxation; tax treatment of financial products, including the relevant provisions of H.R.2089, the Generating Retirement Ownership through Long-Term Holding Act, and S.1839, the Generating Retirement Ownership through Long-Term Holding Act.
Tax reform legislation, including the relevant provisions of H.R.1, the One Big Beautiful Bill Act; tax treatment of financial products, including the relevant provisions of H.R.2089, the Generating Retirement Ownership through Long-Term Holding Act, and S.1839, the Generating Retirement Ownership through Long-Term Holding Act; health savings accounts; digital asset taxation.
Equity market structure and trading regulation; systemic risk legislation; e-delivery, including the relevant provisions of H.R. 2441, the Improving Disclosure for Investors Act of 2025; digital assets, including the relevant provisions of H.R. 2392, the Stablecoin Transparency and Accountability for a Better Ledger Economy Act of 2025, S. 919, the Guiding and Establishing National Innovation for U.S. Stablecoins Act of 2025, and S. 394, the Guiding and Establishing National Innovation for U.S. Stablecoins Act of 2025
Systemic risk regulation; systemic risk legislation, including the relevant provisions of H.R.3682, the Financial Stability Oversight Council Improvement Act of 2025; e-delivery, including the relevant provisions of H.R.2441, the Improving Disclosure for Investors Act of 2025, and S.1877, the Improving Disclosure for Investors Act of 2025; escheatment, including the relevant provisions of H.R.1, the One Big Beautiful Bill Act; asset management regulation; digital assets, including the relevant provisions of H.R.2392, the Stablecoin Transparency and Accountability for a Better Ledger Economy Act of 2025, S.394, the Guiding and Establishing National Innovation for U.S. Stablecoins Act of 2025, and H.R.3633, the Digital Asset Market Clarity Act of 2025
Systemic risk regulation; systemic risk legislation, including the relevant provisions of H.R.3682, the Financial Stability Oversight Council Improvement Act of 2025; e-delivery, including the relevant provisions of H.R.2441, the Improving Disclosure for Investors Act of 2025, and S.1877, the Improving Disclosure for Investors Act of 2025; escheatment, including the relevant provisions of H.R.1, the One Big Beautiful Bill Act; asset management regulation; digital assets, including the relevant provisions of H.R.2392, the Stablecoin Transparency and Accountability for a Better Ledger Economy Act of 2025, S.394, the Guiding and Establishing National Innovation for U.S. Stablecoins Act of 2025, and H.R.3633, the Digital Asset Market Clarity Act of 2025
Retirement plan investment options; retirement policy, including the relevant provisions of H.R.1, the One Big Beautiful Bill Act; e-delivery, including the relevant provisions of H.R.2441, the Improving Disclosure for Investors Act of 2025, and S.1877, the Improving Disclosure for Investors Act of 2025
Systemic risk legislation, including the relevant provisions of H.R.3682, the Financial Stability Oversight Council Improvement Act of 2025; e-delivery, including the relevant provisions of H.R.2441, the Improving Disclosure for Investors Act of 2025, and S.1877, the Improving Disclosure for Investors Act of 2025; digital assets, including the relevant provisions of H.R.3633, the Digital Asset Market Clarity Act of 2025; escheatment; equity market structure and trading regulation.
Equity market structure and trading regulation; systemic risk legislation; e-delivery, including the relevant provisions of H.R. 2441, the Improving Disclosure for Investors Act of 2025; digital assets, including the relevant provisions of H.R. 2392, the Stablecoin Transparency and Accountability for a Better Ledger Economy Act of 2025, S. 919, the Guiding and Establishing National Innovation for U.S. Stablecoins Act of 2025, and S. 394, the Guiding and Establishing National Innovation for U.S. Stablecoins Act of 2025
Systemic risk legislation, including the relevant provisions of H.R.3682, the Financial Stability Oversight Council Improvement Act of 2025, and S.3578, a bill to amend the Financial Stability Oversight Council to consider alternative approaches before determining that a U.S. nonbank financial company shall be supervised by the Board of Governors of the Federal Reserve System, and for other purposes; e-delivery, including the relevant provisions of H.R.2441, the Improving Disclosure for Investors Act of 2025, and S.1877, the Improving Disclosure for Investors Act of 2025; digital assets, including the relevant provisions of S.4356, the Lummis-Gillibrand Responsible Financial Innovation Act; escheatment; equity market structure and trading regulation; systemic risk regulation; asset management regulation.
Systemic risk legislation, including the relevant provisions of H.R.3682, the Financial Stability Oversight Council Improvement Act of 2025; e-delivery, including the relevant provisions of H.R.2441, the Improving Disclosure for Investors Act of 2025, and S.1877, the Improving Disclosure for Investors Act of 2025; digital assets, including the relevant provisions of H.R.3633, the Digital Asset Market Clarity Act of 2025; escheatment; equity market structure and trading regulation.
Systemic risk regulation; systemic risk legislation, including the relevant provisions of H.R.3682, the Financial Stability Oversight Council Improvement Act of 2025; e-delivery, including the relevant provisions of H.R.2441, the Improving Disclosure for Investors Act of 2025, and S.1877, the Improving Disclosure for Investors Act of 2025; escheatment, including the relevant provisions of H.R.1, the One Big Beautiful Bill Act; asset management regulation; digital assets, including the relevant provisions of H.R.2392, the Stablecoin Transparency and Accountability for a Better Ledger Economy Act of 2025, S.394, the Guiding and Establishing National Innovation for U.S. Stablecoins Act of 2025, and H.R.3633, the Digital Asset Market Clarity Act of 2025
Financial Stability Oversight Council Improvement Act of 2025
Systemic risk regulation; systemic risk legislation, including the relevant provisions of H.R.3682, the Financial Stability Oversight Council Improvement Act of 2025; e-delivery, including the relevant provisions of H.R.2441, the Improving Disclosure for Investors Act of 2025, and S.1877, the Improving Disclosure for Investors Act of 2025; escheatment, including the relevant provisions of H.R.1, the One Big Beautiful Bill Act; asset management regulation; digital assets, including the relevant provisions of H.R.2392, the Stablecoin Transparency and Accountability for a Better Ledger Economy Act of 2025, S.394, the Guiding and Establishing National Innovation for U.S. Stablecoins Act of 2025, and H.R.3633, the Digital Asset Market Clarity Act of 2025
Financial Stability Oversight Council Improvement Act of 2025
Systemic risk legislation, including the relevant provisions of H.R.3682, the Financial Stability Oversight Council Improvement Act of 2025; e-delivery, including the relevant provisions of H.R.2441, the Improving Disclosure for Investors Act of 2025, and S.1877, the Improving Disclosure for Investors Act of 2025; digital assets, including the relevant provisions of H.R.3633, the Digital Asset Market Clarity Act of 2025; escheatment; equity market structure and trading regulation.
Financial Stability Oversight Council Improvement Act of 2025
Systemic risk legislation, including the relevant provisions of H.R.3682, the Financial Stability Oversight Council Improvement Act of 2025, and S.3578, a bill to amend the Financial Stability Oversight Council to consider alternative approaches before determining that a U.S. nonbank financial company shall be supervised by the Board of Governors of the Federal Reserve System, and for other purposes; e-delivery, including the relevant provisions of H.R.2441, the Improving Disclosure for Investors Act of 2025, and S.1877, the Improving Disclosure for Investors Act of 2025; digital assets, including the relevant provisions of S.4356, the Lummis-Gillibrand Responsible Financial Innovation Act; escheatment; equity market structure and trading regulation; systemic risk regulation; asset management regulation.
Retirement savings enhancements; retirement policy; e-delivery; auto-portability; technical issues affecting retirement plan sponsors, including the relevant provisions of H.R.5325, the Unclaimed Retirement Rescue Plan.
Tax reform legislation, including the relevant provisions of H.R.1, the One Big Beautiful Bill Act; tax treatment of financial products, including the relevant provisions of H.R.2089, the Generating Retirement Ownership through Long-Term Holding Act, and S.1839, the Generating Retirement Ownership through Long-Term Holding Act; health savings accounts; digital asset taxation.
Retirement savings tax incentives, including the relevant provisions of H.R.1, the One Big Beautiful Bill Act; tax reform legislation, including the relevant provisions of H.R.1, the One Big Beautiful Bill Act; health savings accounts, including the relevant provisions of H.R.1, the One Big Beautiful Bill Act; student debt repayment tax incentives, including the relevant provisions of H.R.1, the One Big Beautiful Bill Act, H.R.1801, the Employer Participation in Repayment Act, and S.772, the Employer Participation in Repayment Act; digital asset taxation, including the relevant provisions of H.R.1, the One Big Beautiful Bill Act; tax treatment of financial products, including the relevant provisions of H.R. 2089, the Generating Retirement Ownership through Long-Term Holding Act, and S.1839, the Generating Retirement Ownership through Long-Term Holding Act
Tax reform legislation, including the relevant provisions of H.R.2089, the Generating Retirement Ownership through Long-Term Holding Act; health savings accounts; digital asset taxation; tax treatment of financial products, including the relevant provisions of H.R.2089, the Generating Retirement Ownership through Long-Term Holding Act, and S.1839, the Generating Retirement Ownership through Long-Term Holding Act.
Systemic risk legislation, including the relevant provisions of H.R.3682, the Financial Stability Oversight Council Improvement Act of 2025, and S.3578, a bill to amend the Financial Stability Oversight Council to consider alternative approaches before determining that a U.S. nonbank financial company shall be supervised by the Board of Governors of the Federal Reserve System, and for other purposes; e-delivery, including the relevant provisions of H.R.2441, the Improving Disclosure for Investors Act of 2025, and S.1877, the Improving Disclosure for Investors Act of 2025; digital assets, including the relevant provisions of S.4356, the Lummis-Gillibrand Responsible Financial Innovation Act; escheatment; equity market structure and trading regulation; systemic risk regulation; asset management regulation.
Retirement plan investment options; retirement policy, including the relevant provisions of H.R.1, the One Big Beautiful Bill Act; e-delivery, including the relevant provisions of H.R.2441, the Improving Disclosure for Investors Act of 2025, and S.1877, the Improving Disclosure for Investors Act of 2025
Systemic risk legislation, including the relevant provisions of H.R.3682, the Financial Stability Oversight Council Improvement Act of 2025; e-delivery, including the relevant provisions of H.R.2441, the Improving Disclosure for Investors Act of 2025, and S.1877, the Improving Disclosure for Investors Act of 2025; digital assets, including the relevant provisions of H.R.3633, the Digital Asset Market Clarity Act of 2025; escheatment; equity market structure and trading regulation.
Systemic risk regulation; systemic risk legislation, including the relevant provisions of H.R.3682, the Financial Stability Oversight Council Improvement Act of 2025; e-delivery, including the relevant provisions of H.R.2441, the Improving Disclosure for Investors Act of 2025, and S.1877, the Improving Disclosure for Investors Act of 2025; escheatment, including the relevant provisions of H.R.1, the One Big Beautiful Bill Act; asset management regulation; digital assets, including the relevant provisions of H.R.2392, the Stablecoin Transparency and Accountability for a Better Ledger Economy Act of 2025, S.394, the Guiding and Establishing National Innovation for U.S. Stablecoins Act of 2025, and H.R.3633, the Digital Asset Market Clarity Act of 2025
Systemic risk legislation, including the relevant provisions of H.R.3682, the Financial Stability Oversight Council Improvement Act of 2025, and S.3578, a bill to amend the Financial Stability Oversight Council to consider alternative approaches before determining that a U.S. nonbank financial company shall be supervised by the Board of Governors of the Federal Reserve System, and for other purposes; e-delivery, including the relevant provisions of H.R.2441, the Improving Disclosure for Investors Act of 2025, and S.1877, the Improving Disclosure for Investors Act of 2025; digital assets, including the relevant provisions of S.4356, the Lummis-Gillibrand Responsible Financial Innovation Act; escheatment; equity market structure and trading regulation; systemic risk regulation; asset management regulation.
Equity market structure and trading regulation; systemic risk legislation; e-delivery, including the relevant provisions of H.R. 2441, the Improving Disclosure for Investors Act of 2025; digital assets, including the relevant provisions of H.R. 2392, the Stablecoin Transparency and Accountability for a Better Ledger Economy Act of 2025, S. 919, the Guiding and Establishing National Innovation for U.S. Stablecoins Act of 2025, and S. 394, the Guiding and Establishing National Innovation for U.S. Stablecoins Act of 2025
Systemic risk regulation; systemic risk legislation, including the relevant provisions of H.R.3682, the Financial Stability Oversight Council Improvement Act of 2025; e-delivery, including the relevant provisions of H.R.2441, the Improving Disclosure for Investors Act of 2025, and S.1877, the Improving Disclosure for Investors Act of 2025; escheatment, including the relevant provisions of H.R.1, the One Big Beautiful Bill Act; asset management regulation; digital assets, including the relevant provisions of H.R.2392, the Stablecoin Transparency and Accountability for a Better Ledger Economy Act of 2025, S.394, the Guiding and Establishing National Innovation for U.S. Stablecoins Act of 2025, and H.R.3633, the Digital Asset Market Clarity Act of 2025
Retirement savings tax incentives; tax reform legislation; health savings accounts; student debt repayment tax incentives, including the relevant provisions of S. 772 and H.R. 1801, the Employer Participation in Repayment Act; digital asset taxation; tax treatment of financial products, including the relevant provisions of H.R. 2089, the Generating Retirement Ownership through Long-Term Holding Act
Retirement savings tax incentives, including the relevant provisions of H.R.1, the One Big Beautiful Bill Act; tax reform legislation, including the relevant provisions of H.R.1, the One Big Beautiful Bill Act; health savings accounts, including the relevant provisions of H.R.1, the One Big Beautiful Bill Act; student debt repayment tax incentives, including the relevant provisions of H.R.1, the One Big Beautiful Bill Act, H.R.1801, the Employer Participation in Repayment Act, and S.772, the Employer Participation in Repayment Act; digital asset taxation, including the relevant provisions of H.R.1, the One Big Beautiful Bill Act; tax treatment of financial products, including the relevant provisions of H.R. 2089, the Generating Retirement Ownership through Long-Term Holding Act, and S.1839, the Generating Retirement Ownership through Long-Term Holding Act
Equity market structure and trading regulation; systemic risk legislation; e-delivery, including the relevant provisions of H.R. 2441, the Improving Disclosure for Investors Act of 2025; digital assets, including the relevant provisions of H.R. 2392, the Stablecoin Transparency and Accountability for a Better Ledger Economy Act of 2025, S. 919, the Guiding and Establishing National Innovation for U.S. Stablecoins Act of 2025, and S. 394, the Guiding and Establishing National Innovation for U.S. Stablecoins Act of 2025
Systemic risk legislation, including the relevant provisions of H.R.3682, the Financial Stability Oversight Council Improvement Act of 2025, and S.3578, a bill to amend the Financial Stability Oversight Council to consider alternative approaches before determining that a U.S. nonbank financial company shall be supervised by the Board of Governors of the Federal Reserve System, and for other purposes; e-delivery, including the relevant provisions of H.R.2441, the Improving Disclosure for Investors Act of 2025, and S.1877, the Improving Disclosure for Investors Act of 2025; digital assets, including the relevant provisions of S.4356, the Lummis-Gillibrand Responsible Financial Innovation Act; escheatment; equity market structure and trading regulation; systemic risk regulation; asset management regulation.
Equity market structure and trading regulation, including the relevant provisions of H.R.2799, the Expanding Access to Capital Act of 2023; systemic risk regulation, including the relevant provisions of H.R.3812, the Financial Stability Oversight Council Improvement Act of 2023; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023; investment advice regulation; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act, and H.R.4766, the Clarity for Payment Stablecoins Act of 2023; open-end fund liquidity proposal; predictive data analytics proposal.
Equity market structure and trading regulation; systemic risk legislation, including the relevant provisions of S.3601, the Financial Stability Oversight Council Improvement Act of 2025; systemic risk regulation, including the relevant provisions of H.R. 3812, the Financial Stability Oversight Council Improvement Act of 2024; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023, and H.R.2799, the Expanding Access to Capital Act of 2024; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act, and H.R.4766, the Clarity for Payment Stablecoins Act of 2024; open-end fund liquidity; predictive data analytics proposal.
Retirement policy; retirement savings enhancements; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2024; auto-portability; student debt data availability.
Equity market structure and trading regulation; systemic risk legislation, including the relevant provisions of S.3601, the Financial Stability Oversight Council Improvement Act of 2024, and H.R. 3812, the Financial Stability Oversight Council Improvement Act of 2023; systemic risk regulation; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023, and H.R.2799, the Expanding Access to Capital Act of 2023; investment advice regulation; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act, and H.R.4766, the Clarity for Payment Stablecoins Act of 2023; open-end fund liquidity; predictive data analytics proposal.
Retirement policy; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023, and H.R.2799, the Expanding Access to Capital Act of 2023; auto-portability.
Disclosure effectiveness; retirement policy; retirement savings enhancements; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023, and H.R.2799, the Expanding Access to Capital Act of 2023; auto-portability; investment advice regulation; technical corrections and guidance for the Securing a Strong Retirement Act of 2022.
Equity market structure and trading regulation; systemic risk legislation, including the relevant provisions of H.R.3812, the Financial Stability Oversight Council Improvement Act of 2023; systemic risk regulation; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2024; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act and H.R.4766, the Clarity for Payment Stablecoins Act of 2023; open-end fund liquidity proposal; predictive data analytics proposal.
Emergency savings accounts; retirement policy; retirement savings enhancements; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023; auto-portability.
Equity market structure and trading regulation; systemic risk legislation, including the relevant provisions of S.3601, the Financial Stability Oversight Council Improvement Act of 2025; systemic risk regulation, including the relevant provisions of H.R. 3812, the Financial Stability Oversight Council Improvement Act of 2024; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023, and H.R.2799, the Expanding Access to Capital Act of 2024; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act, and H.R.4766, the Clarity for Payment Stablecoins Act of 2024; open-end fund liquidity; predictive data analytics proposal.
Equity market structure and trading regulation; systemic risk legislation, including the relevant provisions of S.3601, the Financial Stability Oversight Council Improvement Act of 2024, and H.R. 3812, the Financial Stability Oversight Council Improvement Act of 2023; systemic risk regulation; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023, and H.R.2799, the Expanding Access to Capital Act of 2023; investment advice regulation; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act, and H.R.4766, the Clarity for Payment Stablecoins Act of 2023; open-end fund liquidity; predictive data analytics proposal.
Disclosure effectiveness; retirement policy; retirement savings enhancements; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023, and H.R.2799, the Expanding Access to Capital Act of 2023; auto-portability; investment advice regulation; technical corrections and guidance for the Securing a Strong Retirement Act of 2022.
Equity market structure and trading regulation, including the relevant provisions of H.R.2799, the Expanding Access to Capital Act of 2023; systemic risk regulation, including the relevant provisions of H.R.3812, the Financial Stability Oversight Council Improvement Act of 2023; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023; investment advice regulation; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act, and H.R.4766, the Clarity for Payment Stablecoins Act of 2023; open-end fund liquidity proposal; predictive data analytics proposal.
Retirement policy; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023, and H.R.2799, the Expanding Access to Capital Act of 2023; auto-portability.
Financial Stability Oversight Council Improvement Act of 2023
Equity market structure and trading regulation; systemic risk legislation, including the relevant provisions of S.3601, the Financial Stability Oversight Council Improvement Act of 2025; systemic risk regulation, including the relevant provisions of H.R. 3812, the Financial Stability Oversight Council Improvement Act of 2024; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023, and H.R.2799, the Expanding Access to Capital Act of 2024; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act, and H.R.4766, the Clarity for Payment Stablecoins Act of 2024; open-end fund liquidity; predictive data analytics proposal.
Financial Stability Oversight Council Improvement Act of 2023
Equity market structure and trading regulation; systemic risk legislation, including the relevant provisions of S.3601, the Financial Stability Oversight Council Improvement Act of 2024, and H.R. 3812, the Financial Stability Oversight Council Improvement Act of 2023; systemic risk regulation; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023, and H.R.2799, the Expanding Access to Capital Act of 2023; investment advice regulation; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act, and H.R.4766, the Clarity for Payment Stablecoins Act of 2023; open-end fund liquidity; predictive data analytics proposal.
Financial Stability Oversight Council Improvement Act of 2023
Equity market structure and trading regulation, including the relevant provisions of H.R.2799, the Expanding Access to Capital Act of 2023; systemic risk regulation, including the relevant provisions of H.R.3812, the Financial Stability Oversight Council Improvement Act of 2023; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023; investment advice regulation; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act, and H.R.4766, the Clarity for Payment Stablecoins Act of 2023; open-end fund liquidity proposal; predictive data analytics proposal.
Financial Stability Oversight Council Improvement Act of 2023
Equity market structure and trading regulation; systemic risk legislation, including the relevant provisions of H.R.3812, the Financial Stability Oversight Council Improvement Act of 2023; systemic risk regulation; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2024; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act and H.R.4766, the Clarity for Payment Stablecoins Act of 2023; open-end fund liquidity proposal; predictive data analytics proposal.
Financial Innovation and Technology for the 21st Century Act
Equity market structure and trading regulation; systemic risk legislation, including the relevant provisions of S.3601, the Financial Stability Oversight Council Improvement Act of 2024, and H.R. 3812, the Financial Stability Oversight Council Improvement Act of 2023; systemic risk regulation; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023, and H.R.2799, the Expanding Access to Capital Act of 2023; investment advice regulation; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act, and H.R.4766, the Clarity for Payment Stablecoins Act of 2023; open-end fund liquidity; predictive data analytics proposal.
Financial Innovation and Technology for the 21st Century Act
Equity market structure and trading regulation; systemic risk legislation, including the relevant provisions of H.R.3812, the Financial Stability Oversight Council Improvement Act of 2023; systemic risk regulation; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2024; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act and H.R.4766, the Clarity for Payment Stablecoins Act of 2023; open-end fund liquidity proposal; predictive data analytics proposal.
Financial Innovation and Technology for the 21st Century Act
Equity market structure and trading regulation, including the relevant provisions of H.R.2799, the Expanding Access to Capital Act of 2023; systemic risk regulation, including the relevant provisions of H.R.3812, the Financial Stability Oversight Council Improvement Act of 2023; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023; investment advice regulation; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act, and H.R.4766, the Clarity for Payment Stablecoins Act of 2023; open-end fund liquidity proposal; predictive data analytics proposal.
Financial Innovation and Technology for the 21st Century Act
Equity market structure and trading regulation; systemic risk legislation, including the relevant provisions of S.3601, the Financial Stability Oversight Council Improvement Act of 2025; systemic risk regulation, including the relevant provisions of H.R. 3812, the Financial Stability Oversight Council Improvement Act of 2024; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023, and H.R.2799, the Expanding Access to Capital Act of 2024; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act, and H.R.4766, the Clarity for Payment Stablecoins Act of 2024; open-end fund liquidity; predictive data analytics proposal.
Equity market structure and trading regulation, including the relevant provisions of H.R.2799, the Expanding Access to Capital Act of 2023; systemic risk regulation, including the relevant provisions of H.R.3812, the Financial Stability Oversight Council Improvement Act of 2023; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023; investment advice regulation; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act, and H.R.4766, the Clarity for Payment Stablecoins Act of 2023; open-end fund liquidity proposal; predictive data analytics proposal.
Equity market structure and trading regulation; systemic risk legislation, including the relevant provisions of H.R.3812, the Financial Stability Oversight Council Improvement Act of 2023; systemic risk regulation; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2024; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act and H.R.4766, the Clarity for Payment Stablecoins Act of 2023; open-end fund liquidity proposal; predictive data analytics proposal.
Equity market structure and trading regulation; systemic risk legislation, including the relevant provisions of S.3601, the Financial Stability Oversight Council Improvement Act of 2024, and H.R. 3812, the Financial Stability Oversight Council Improvement Act of 2023; systemic risk regulation; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023, and H.R.2799, the Expanding Access to Capital Act of 2023; investment advice regulation; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act, and H.R.4766, the Clarity for Payment Stablecoins Act of 2023; open-end fund liquidity; predictive data analytics proposal.
Equity market structure and trading regulation; systemic risk legislation, including the relevant provisions of S.3601, the Financial Stability Oversight Council Improvement Act of 2025; systemic risk regulation, including the relevant provisions of H.R. 3812, the Financial Stability Oversight Council Improvement Act of 2024; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023, and H.R.2799, the Expanding Access to Capital Act of 2024; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act, and H.R.4766, the Clarity for Payment Stablecoins Act of 2024; open-end fund liquidity; predictive data analytics proposal.
Retirement savings tax incentives; tax reform legislation; health savings accounts; student debt repayment tax incentives, including the relevant provisions of S.4778 and H.R.9164, the Employer Participation in Repayment Act; digital asset taxation.
Tax treatment of financial products; retirement savings tax incentives; tax reform legislation; health savings accounts; student debt repayment tax incentives, including the relevant provisions of S.4778 and H.R. 9164, the Employer Participation in Repayment Act; digital asset taxation.
Equity market structure and trading regulation; systemic risk legislation, including the relevant provisions of S.3601, the Financial Stability Oversight Council Improvement Act of 2024, and H.R. 3812, the Financial Stability Oversight Council Improvement Act of 2023; systemic risk regulation; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023, and H.R.2799, the Expanding Access to Capital Act of 2023; investment advice regulation; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act, and H.R.4766, the Clarity for Payment Stablecoins Act of 2023; open-end fund liquidity; predictive data analytics proposal.
Equity market structure and trading regulation; systemic risk legislation, including the relevant provisions of S.3601, the Financial Stability Oversight Council Improvement Act of 2025; systemic risk regulation, including the relevant provisions of H.R. 3812, the Financial Stability Oversight Council Improvement Act of 2024; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023, and H.R.2799, the Expanding Access to Capital Act of 2024; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act, and H.R.4766, the Clarity for Payment Stablecoins Act of 2024; open-end fund liquidity; predictive data analytics proposal.
Equity market structure and trading regulation, including the relevant provisions of H.R.2799, the Expanding Access to Capital Act of 2023; systemic risk regulation, including the relevant provisions of H.R.3812, the Financial Stability Oversight Council Improvement Act of 2023; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023; investment advice regulation; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act, and H.R.4766, the Clarity for Payment Stablecoins Act of 2023; open-end fund liquidity proposal; predictive data analytics proposal.
Equity market structure and trading regulation; systemic risk legislation, including the relevant provisions of S.3601, the Financial Stability Oversight Council Improvement Act of 2024, and H.R. 3812, the Financial Stability Oversight Council Improvement Act of 2023; systemic risk regulation; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023, and H.R.2799, the Expanding Access to Capital Act of 2023; investment advice regulation; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act, and H.R.4766, the Clarity for Payment Stablecoins Act of 2023; open-end fund liquidity; predictive data analytics proposal.
Equity market structure and trading regulation; systemic risk legislation, including the relevant provisions of S.3601, the Financial Stability Oversight Council Improvement Act of 2025; systemic risk regulation, including the relevant provisions of H.R. 3812, the Financial Stability Oversight Council Improvement Act of 2024; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023, and H.R.2799, the Expanding Access to Capital Act of 2024; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act, and H.R.4766, the Clarity for Payment Stablecoins Act of 2024; open-end fund liquidity; predictive data analytics proposal.
Retirement policy; retirement savings enhancements; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2024; auto-portability; student debt data availability.
E-delivery; digital assets, including the relevant provisions of H.R. 3633, the Digital Asset Market Clarity Act; escheatment, including the relevant provisions of H.R. 8338, the Safeguarding Americans' Fairly Earned Retirement Act of 2026 or the SAFER Act of 2026; asset management regulation.
Retirement savings enhancements; retirement policy; TrumpIRA.gov; Trump Accounts (530A); e-delivery.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
FIDELITY CHARITABLE GIFT FUND via FMR LLC
2026 · second_quarter · Q2
Donor advised funds regulation.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Retirement savings enhancements; retirement policy; Trump IRAs; retirement savings tax incentives.
Digital asset taxation, including the relevant provisions of H.R.8899, the Digital Asset Protection, Accountability, Regulation, Innovation, Taxation, and Yields Act; tax treatment of financial products, including the relevant provisions of H.R.2089, the Generating Retirement Ownership through Long-Term Holding Act, and S.1839, the Generating Retirement Ownership through Long-Term Holding Act; tax reform legislation.
Systemic risk legislation, including the relevant provisions of H.R.3682, the Financial Stability Oversight Council Improvement Act of 2025, and S.3578, the Financial Stability Oversight Council Improvement Act of 2025; e-delivery, including the relevant provisions of H.R.2441, the Improving Disclosure for Investors Act of 2025, S.1877, the Improving Disclosure for Investors Act of 2025, and H.R.3383, the Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025; digital assets, including the relevant provisions of S.3755, the Digital Commodity Intermediaries Act; escheatment, including the relevant provisions of H.R.8338, the Safeguarding Americans' Fairly Earned Retirement Act of 2026; systemic risk regulation; asset management regulation; Trump Accounts (530A).
Filing targets: HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Systemic risk legislation, including the relevant provisions of H.R.3682, the Financial Stability Oversight Council Improvement Act of 2025, and S.3578, the Financial Stability Oversight Council Improvement Act of 2025; e-delivery, including the relevant provisions of H.R.2441, the Improving Disclosure for Investors Act of 2025, S.1877, the Improving Disclosure for Investors Act of 2025, and H.R.3383, the Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025; digital assets, including the relevant provisions of S.3755, the Digital Commodity Intermediaries Act; escheatment; systemic risk regulation; asset management regulation.
Digital asset taxation; tax treatment of financial products, including the relevant provisions of H.R.2089, the Generating Retirement Ownership through Long-Term Holding Act, and S.1839, the Generating Retirement Ownership through Long-Term Holding Act.
Retirement savings enhancements; retirement policy; e-delivery; Trump Accounts; digital rollovers.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Systemic risk legislation, including the relevant provisions of H.R.3682, the Financial Stability Oversight Council Improvement Act of 2025, and S.3578, a bill to amend the Financial Stability Oversight Council to consider alternative approaches before determining that a U.S. nonbank financial company shall be supervised by the Board of Governors of the Federal Reserve System, and for other purposes; e-delivery, including the relevant provisions of H.R.2441, the Improving Disclosure for Investors Act of 2025, and S.1877, the Improving Disclosure for Investors Act of 2025; digital assets, including the relevant provisions of S.4356, the Lummis-Gillibrand Responsible Financial Innovation Act; escheatment; equity market structure and trading regulation; systemic risk regulation; asset management regulation.
Retirement savings enhancements; retirement policy; e-delivery; auto-portability; technical issues affecting retirement plan sponsors, including the relevant provisions of H.R.5325, the Unclaimed Retirement Rescue Plan.
Tax reform legislation, including the relevant provisions of H.R.2089, the Generating Retirement Ownership through Long-Term Holding Act; health savings accounts; digital asset taxation; tax treatment of financial products, including the relevant provisions of H.R.2089, the Generating Retirement Ownership through Long-Term Holding Act, and S.1839, the Generating Retirement Ownership through Long-Term Holding Act.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Systemic risk legislation, including the relevant provisions of H.R.3682, the Financial Stability Oversight Council Improvement Act of 2025; e-delivery, including the relevant provisions of H.R.2441, the Improving Disclosure for Investors Act of 2025, and S.1877, the Improving Disclosure for Investors Act of 2025; digital assets, including the relevant provisions of H.R.3633, the Digital Asset Market Clarity Act of 2025; escheatment; equity market structure and trading regulation.
Retirement savings enhancements, including the relevant provisions of H.R.1, the One Big Beautiful Bill Act; retirement policy, including the relevant provisions of H.R.1, the One Big Beautiful Bill Act; e-delivery; digital rollovers.
Systemic risk regulation; systemic risk legislation, including the relevant provisions of H.R.3682, the Financial Stability Oversight Council Improvement Act of 2025; e-delivery, including the relevant provisions of H.R.2441, the Improving Disclosure for Investors Act of 2025, and S.1877, the Improving Disclosure for Investors Act of 2025; escheatment, including the relevant provisions of H.R.1, the One Big Beautiful Bill Act; asset management regulation; digital assets, including the relevant provisions of H.R.2392, the Stablecoin Transparency and Accountability for a Better Ledger Economy Act of 2025, S.394, the Guiding and Establishing National Innovation for U.S. Stablecoins Act of 2025, and H.R.3633, the Digital Asset Market Clarity Act of 2025
Retirement plan investment options; retirement policy, including the relevant provisions of H.R.1, the One Big Beautiful Bill Act; e-delivery, including the relevant provisions of H.R.2441, the Improving Disclosure for Investors Act of 2025, and S.1877, the Improving Disclosure for Investors Act of 2025
FIDELITY CHARITABLE GIFT FUND via FMR LLC
2025 · first_quarter · Q1
Donor advised funds regulation
Filing targets: SENATE
Equity market structure and trading regulation; systemic risk legislation; e-delivery, including the relevant provisions of H.R. 2441, the Improving Disclosure for Investors Act of 2025; digital assets, including the relevant provisions of H.R. 2392, the Stablecoin Transparency and Accountability for a Better Ledger Economy Act of 2025, S. 919, the Guiding and Establishing National Innovation for U.S. Stablecoins Act of 2025, and S. 394, the Guiding and Establishing National Innovation for U.S. Stablecoins Act of 2025
Retirement policy; retirement savings enhancements; e-delivery; auto-portability
FIDELITY CHARITABLE GIFT FUND via FMR LLC
2024 · fourth_quarter · Q4
Donor advised funds regulation.
Filing targets: SENATE
Retirement savings tax incentives; tax reform legislation; health savings accounts; student debt repayment tax incentives, including the relevant provisions of S.4778 and H.R.9164, the Employer Participation in Repayment Act; digital asset taxation.
Retirement policy; retirement savings enhancements; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2024; auto-portability; student debt data availability.
Equity market structure and trading regulation; systemic risk legislation, including the relevant provisions of H.R.3812, the Financial Stability Oversight Council Improvement Act of 2023; systemic risk regulation; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2024; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act and H.R.4766, the Clarity for Payment Stablecoins Act of 2023; open-end fund liquidity proposal; predictive data analytics proposal.
FIDELITY CHARITABLE GIFT FUND via FMR LLC
2024 · third_quarter · Q3
Donor advised funds regulation.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Equity market structure and trading regulation, including the relevant provisions of H.R.2799, the Expanding Access to Capital Act of 2023; systemic risk regulation, including the relevant provisions of H.R.3812, the Financial Stability Oversight Council Improvement Act of 2023; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023; investment advice regulation; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act, and H.R.4766, the Clarity for Payment Stablecoins Act of 2023; open-end fund liquidity proposal; predictive data analytics proposal.
Tax treatment of financial products; retirement savings tax incentives; tax reform legislation; health savings accounts; student debt repayment tax incentives, including the relevant provisions of S.4778 and H.R. 9164, the Employer Participation in Repayment Act; digital asset taxation.
FIDELITY CHARITABLE GIFT FUND via FMR LLC
2024 · second_quarter · Q2
Donor advised funds regulation.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Retirement policy; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023, and H.R.2799, the Expanding Access to Capital Act of 2023; auto-portability.
Equity market structure and trading regulation; systemic risk legislation, including the relevant provisions of S.3601, the Financial Stability Oversight Council Improvement Act of 2025; systemic risk regulation, including the relevant provisions of H.R. 3812, the Financial Stability Oversight Council Improvement Act of 2024; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023, and H.R.2799, the Expanding Access to Capital Act of 2024; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act, and H.R.4766, the Clarity for Payment Stablecoins Act of 2024; open-end fund liquidity; predictive data analytics proposal.
FIDELITY CHARITABLE GIFT FUND via FMR LLC
2024 · first_quarter · Q1
Donor advised funds regulation.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Equity market structure and trading regulation; systemic risk legislation, including the relevant provisions of S.3601, the Financial Stability Oversight Council Improvement Act of 2024, and H.R. 3812, the Financial Stability Oversight Council Improvement Act of 2023; systemic risk regulation; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023, and H.R.2799, the Expanding Access to Capital Act of 2023; investment advice regulation; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act, and H.R.4766, the Clarity for Payment Stablecoins Act of 2023; open-end fund liquidity; predictive data analytics proposal.
Disclosure effectiveness; retirement policy; retirement savings enhancements; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023, and H.R.2799, the Expanding Access to Capital Act of 2023; auto-portability; investment advice regulation; technical corrections and guidance for the Securing a Strong Retirement Act of 2022.
Retirement policy; retirement savings enhancements; e-delivery, including relevant provisions of H.R. 1807, the Improving Disclosure for Investors Act of 2023; auto-portability; Environmental, Social, and Governance (ESG) legislation, including relevant provisions of H.R. 4600, the Protecting Retail Investors Savings Act; Environmental, Social, and Governance (ESG) regulation; investment advice regulation; technical corrections and guidance for the Securing a Strong Retirement Act of 2022.
Filing targets: Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
FIDELITY CHARITABLE GIFT FUND via FMR LLC
2023 · fourth_quarter · Q4
Donor advised funds regulation.
Filing targets: SENATE
Retirement policy; retirement savings enhancements; e-delivery, including relevant provisions of H.R. 1807, the Improving Disclosure for Investors Act of 2023; auto-portability; Environmental, Social, and Governance (ESG) legislation, including relevant provisions of H.R. 4600, the Protecting Retail Investors Savings Act; Environmental, Social, and Governance (ESG) regulation; investment advice regulation; technical corrections and guidance for the Securing a Strong Retirement Act of 2022.
Filing targets: Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
Retirement policy, including relevant provisions of H.R. 5340, the Providing Complete Information to Retirement Investors Act; retirement savings enhancements; e-delivery, including relevant provisions of H.R. 1807, the Improving Disclosure for Investors Act of 2023; auto-portability; Environmental, Social, and Governance (ESG) legislation, including relevant provisions of H.R. 4237, the Ensuring Sound Guidance Act; Environmental, Social, and Governance (ESG) regulation; investment advice regulation; remote notarization; technical corrections and guidance for the Securing a Strong Retirement Act of 2022.
Equity market structure and trading regulation; fixed income market structure; money market fund regulation; systemic risk legislation; systemic risk regulation, including the relevant provisions of H.R. 3812, the Financial Stability Oversight Council Act of 2023; e-delivery, including relevant provisions of H.R. 1807, the Improving Disclosure for Investors Act of 2023; investment advice regulation; data aggregation; digital assets; licensing and supervision for remote work; remote notarization; Environmental, Social, and Governance (ESG) legislation, including relevant provisions of H.R. 4237, the Ensuring Sound Guidance Act; Environmental, Social and Governance (ESG) regulation; remote inspections; SAFE Banking Act safe harbor provisions, including the relevant provisions of H.R. 2891, the Secure and Fair Enforcement Banking Act of 2023 and S.1323, the Secure and Fair Enforcement Banking Act of 2023; open-end fund liquidity.
FIDELITY CHARITABLE GIFT FUND via FMR LLC
2023 · second_quarter · Q2
Donor advised funds
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
investment advice regulation; remote notarization; Environmental, Social, and Governance (ESG) legislation, including relevant provisions of H.R. 4237, To amend the Investment Advisers Act of 1940 and the Employee Retirement Income Security Act of 1974 to specify requirements concerning the consideration of pecuniary and non-pecuniary factors; Environmental, Social, and Governance (ESG) regulation; retirement policy; retirement savings enhancements; auto-portability; ERISA plan investment options, including relevant provisions of S. 427, The Financial Freedom Act of 2023; technical corrections and guidance for the Securing a Strong Retirement Act of 2022; e-delivery, including relevant provisions of H.R. 1807, the Improving Disclosure for Investors Act of 2023
equity market structure and trading regulation; fixed income market structure; money market fund regulation; systemic risk legislation; systemic risk regulation, including the relevant provisions of H.R. 3812, the Financial Stability Oversight Council Improvement Act of 2023; e-delivery, including relevant provisions of H.R. 1807, the Improving Disclosure for Investors Act of 2023; investment advice regulation; data aggregation; digital assets; licensing and supervision for remote work; remote notarization; Environmental, Social, and Governance (ESG) legislation, including relevant provisions of H.R. 4237, To amend the Investment Advisers Act of 1940 and the Employee Retirement Income Security Act of 1974 to specify requirements concerning the consideration of pecuniary and non-pecuniary factors; Environmental, Social, and Governance (ESG) regulation; remote inspections; H.R. 1996 and S. 910, the SAFE Banking Act, safe harbor provisions; open-end fund liquidity
FIDELITY CHARITABLE GIFT FUND via FMR LLC
2023 · first_quarter · Q1
Donor advised funds
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Equity market structure and trading regulation; systemic risk legislation; systemic risk regulation; e-delivery, including relevant provisions of H.R. 1807, the Improving Disclosure for Investors Act of 2023; digital assets; remote notarization; Environmental, Social, and Governance (ESG) regulation; fixed income market structure; remote inspections; H.R. 1996 and S. 910, the SAFE Banking Act, safe harbor provisions; money market fund regulation; data aggregation; licensing and supervision for remote work; open-end fund liquidity; investment advice regulation
Retirement policy; retirement savings enhancements; Environmental, Social, and Governance (ESG) regulation; e-delivery, including relevant provisions of H.R. 1807, the Improving Disclosure for Investors Act of 2023; auto-portability; ERISA plan investment options including cryptocurrencies; remote notarization; technical corrections and guidance for the Securing a Strong Retirement Act of 2022
Filing targets: Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Retirement savings tax incentives; student debt repayment tax incentives
Retirement policy, including relevant provisions in the original bills (H.R. 2954, the Securing a Strong Retirement Act of 2022, S. 4353, the RISE & SHINE Act, and S. 4808, the Enhancing American Retirement Now Act) and in H.R. 2617, the Consolidated Appropriations Act, 2023, and relevant provisions of S. 4973, the Retirement Savings Modernization Act; retirement savings enhancements, including relevant provisions in the original bills (H.R. 2954, the Securing a Strong Retirement Act of 2022, S. 4353, the RISE & SHINE Act, and S. 4808, the Enhancing American Retirement Now Act) and in H.R. 2617, the Consolidated Appropriations Act, 2023; e-delivery, including relevant provisions of H.R. 9570, the Improving Disclosure for Investors Act of 2022; emergency savings accounts; auto-portability; Environmental, Social, and Governance (ESG) legislation/regulation; ERISA plan investment options, including cryptocurrencies and relevant provisions of S. 4973, the Retirement Savings Modernization Act; remote notarization, including relevant provisions of H.R. 3962, the Securing and Enabling Commerce Using Remote and Electronic Notarization Act of 2022
FIDELITY CHARITABLE GIFT FUND via FMR LLC
2022 · third_quarter · Q3
Donor advised funds, including relevant provisions of S. 1981 and H.R. 6595, the Accelerating Charitable Efforts Act
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Retirement policy, including relevant provisions of H.R. 2954, the Securing a Strong Retirement Act of 2022, S. 4353, the RISE & SHINE Act, S. 4808, the Enhancing American Retirement Now Act, and S. 4973, the Retirement Savings Modernization Act; retirement savings enhancements, including relevant provisions of H.R. 2954, the Securing a Strong Retirement Act of 2022, S. 4353, the RISE & SHINE Act, and S. 4808, the Enhancing American Retirement Now Act; e-delivery; emergency savings accounts; auto-portability, including relevant provisions of S. 4406, the Advancing Auto-Portability Act of 2022; Environmental, Social, and Governance (ESG) legislation/regulation; ERISA plan investment options, including cryptocurrencies and relevant provisions of S. 4973, the Retirement Savings Modernization Act; remote notarization, including relevant provisions of H.R. 3962, the Securing and Enabling Commerce Using Remote and Electronic Notarization Act of 2022; open MEPs
Retirement savings tax incentives; tax reform legislation; student debt repayment tax incentives; health savings accounts; crypto information reporting
FIDELITY CHARITABLE GIFT FUND via FMR LLC
2022 · second_quarter · Q2
Donor advised funds, including relevant provisions of S. 1981 and H.R. 6595, the Accelerating Charitable Efforts Act
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Retirement policy, including relevant provisions of H.R. 2954, the Securing a Strong Retirement Act of 2022, S. 4353, the RISE & SHINE Act, and the Enhancing American Retirement Now Act; retirement savings enhancements, including relevant provisions of H.R. 2954, the Securing a Strong Retirement Act of 2022, S. 4353, the RISE & SHINE Act, and the Enhancing American Retirement Now Act; e-delivery; emergency savings accounts; auto-portability; Environmental, Social, and Governance (ESG) regulation/legislation; investment advice regulation; ERISA plan investment options, including cryptocurrencies and relevant provisions of S. 4147, the Financial Freedom Act of 2022; remote notarization
I-9 flexibility
FIDELITY CHARITABLE GIFT FUND via FMR LLC
2022 · first_quarter · Q1
Donor advised funds, including relevant provisions of S. 1981 and H.R. 6595, the Accelerating Charitable Efforts Act
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Retirement policy, including relevant provisions of H.R. 2954, the Securing a Strong Retirement Act of 2022, H.R. 5891, the Retirement Improvement and Savings Enhancement Act, and H.R. 6746, the Lifetime Income for Employees Act; retirement savings enhancements, including relevant provisions of H.R. 2954, the Securing a Strong Retirement Act of 2022 and H.R. 5891, the Retirement Improvement and Savings Enhancement Act; open MEPs; e-delivery; emergency savings accounts; auto-portability; spousal consent; Environmental, Social, and Governance (ESG) regulation/legislation, including relevant provisions of H.R. 7151, the Ensuring Sound Guidance Act; disclosure effectiveness; investment advice regulation; 401(k) plan investments in cryptocurrencies
Retirement savings tax incentives; tax reform legislation/regulation; student debt repayment tax incentives
FIDELITY CHARITABLE GIFT FUND via FMR LLC
2021 · fourth_quarter · Q4
Donor advised funds, including relevant provisions of S. 1981, the Accelerating Charitable Efforts Act
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Retirement policy, including relevant provisions of H.R. 5376, the Build Back Better Act, H.R. 2954, the Securing a Strong Retirement Act of 2021, H.R. 5891, the Retirement Improvement and Savings Enhancement Act, and S. 1770, the Retirement Security and Savings Act of 2021; retirement savings enhancements, including relevant provisions of H.R. 2954, the Securing a Strong Retirement Act of 2021, H.R. 5891, the Retirement Improvement and Savings Enhancement Act, and S. 1770, the Retirement Security and Savings Act of 2021; open MEPs; e-delivery; emergency savings accounts; auto-portability; inherited IRAs
Tax treatment of financial products; retirement savings tax incentives; tax reform legislation/regulation, including relevant provisions of H.R. 5376, the Build Back Better Act; crypto information reporting; health savings accounts
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC)
FIDELITY CHARITABLE GIFT FUND via FMR LLC
2021 · third_quarter · Q3
Donor advised funds
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Student debt repayment tax incentives; tax treatment of financial products; retirement savings tax incentives; tax reform legislation/regulation; crypto information reporting
Retirement policy; retirement savings enhancements; open MEPs; e-delivery; emergency savings accounts
Equity market structure and trading regulation; systemic risk legislation; systemic risk regulation; e-delivery; investment advice regulation; data aggregation; digital assets; regulatory relief related to COVID; remote notarization; Environmental, Social, and Governance (ESG) regulation; money market fund regulation; fixed income market structure; proposed FTC amendments to the Hart-Scott-Rodino Act; remote inspections
Health savings accounts, student debt repayment tax incentives; tax treatment of financial products; retirement savings tax incentives; remote worker state payroll tax withholding; tax reform legislation/regulation
Equity market structure and trading regulation; systemic risk legislation; systemic risk regulation; e-delivery; investment advice regulation; data aggregation; digital assets; implementation of the Anti-Money Laundering Act of 2020 and Corporate Transparency Act; regulatory relief related to COVID; remote notarization; Environmental, Social, and Governance (ESG) regulation; money market fund regulation; licensing and supervision for remote work; proposed FTC amendments to Hart-Scott-Rodino Act
Equity market structure and trading regulation; systemic risk legislation; systemic risk regulation; e-delivery; investment advice regulation; data aggregation; digital assets; regulatory relief related to COVID; remote notarization; Environmental, Social, and Governance (ESG) regulation; money market fund regulation; fixed income market structure; stress test relief legislation; proposed FTC amendments to the Hart-Scott-Rodino Act; proxy voting
Student debt repayment tax incentives; tax treatment of financial products; retirement savings tax incentives; tax reform legislation/regulation
FIDELITY CHARITABLE GIFT FUND via FMR LLC
2021 · second_quarter · Q2
Donor advised funds
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Equity market structure and trading regulation; systemic risk legislation; systemic risk regulation; e-delivery; investment advice regulation; data aggregation; digital assets; implementation of the Anti-Money Laundering Act of 2020 and Corporate Transparency Act; regulatory relief related to COVID; remote notarization; Environmental, Social, and Governance (ESG) regulation; money market fund regulation; licensing and supervision for remote work
Retirement policy; retirement savings enhancements
Health savings accounts, student debt repayment tax incentives; tax treatment of financial products; retirement savings tax incentives; remote worker state payroll tax withholding; tax reform legislation/regulation
FIDELITY CHARITABLE GIFT FUND via FMR LLC
2021 · first_quarter · Q1
Donor advised funds
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Health savings accounts; student debt repayment tax incentives; tax treatment of financial products; retirement savings tax incentives; S.3995-Remote and Mobile Worker Relief Act of 2020 (remote worker state payroll tax withholding); S.2999-Primary Care Enhancement Act (HSA eligibility)
Retirement policy; retirement savings enhancements; RETIRE Act (H.R.1256)
Equity market structure and trading regulation; systemic risk regulation; e-delivery; investment advice regulation; data aggregation; digital assets; anti-money laundering legislation (S. 2563 - ILLICIT Cash Act (beneficial ownership)); regulatory relief related to COVID; remote notarization; Environmental, Social, and Governance (ESG) regulation; Chinese Military Companies Executive Order (implementation); money market fund regulation
Health savings accounts; student debt repayment tax incentives; tax treatment of financial products; tax reform legislation/regulation; retirement savings tax incentives; S.3995-Remote and Mobile Worker Relief Act of 2020 (remote worker state payroll tax withholding); S.2999-Primary Care Enhancement Act (HSA eligibility)
Equity market structure and trading regulation; fixed income market structure; systemic risk regulation; systemic risk legislation; e-delivery; investment advice regulation; data aggregation; digital assets; brokered deposit regulation/legislation; CARES Act; anti-money laundering legislation (S.2563-ILLICIT Cash Act (beneficial ownership)); regulatory relief related to COVID; licensing and supervision for remote work; remote notarization; Environmental, Social and Governance (ESG) regulation
FIDELITY CHARITABLE GIFT FUND via FMR LLC
2020 · second_quarter · Q2
Donor advised funds
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Health savings accounts; student debt repayment tax incentives; tax treatment of financial products; state payroll tax withholdings
Equity market structure and trading regulation; fixed income market structure; money market fund legislation; systemic risk regulation; systemic risk legislation; e-delivery; investment advice regulation; data aggregation; digital assets; brokered deposit regulation/legislation; CARES Act; anti-money laundering legislation (S. 2563 - ILLICIT Cash Act (beneficial ownership)); regulatory relief related to COVID; licensing and supervision for remote work; remote notarization
RETIRE Act; Retirement Enhancement and Savings Act (RESA); open MEPs; disclosure effectiveness; retirement policy
Equity market structure and trading regulation; fixed income market structure; money market fund legislation; systemic risk regulation; systemic risk legislation; e-delivery; investment advice regulation; data aggregation; digital assets; brokered deposit regulation/legislation; CARES Act
Health savings accounts; student debt repayment tax incentives; retirement savings tax incentives; tax reform legislation/regulation
Equity market structure and trading regulation; stress test relief legislation; systemic risk regulation; systemic risk legislation; cybersecurity; e-delivery; investment advice regulation; data aggregation; digital assets
Health savings accounts; student debt repayment tax incentives; retirement savings tax incentives; tax reform legislation/regulation
RETIRE Act; SECURE Act; Retirement Enhancement and Savings Act (RESA); open MEPs; disclosure effectiveness; retirement policy
Filing targets: Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Health savings accounts; student debt repayment tax incentives; student debt repayment 401(k) match; tax treatment of financial products; retirement savings tax incentives; tax reform legislation/regulation
RETIRE Act; SECURE Act; fiduciary rule; Retirement Enhancement and Savings Act (RESA); open MEPs; disclosure effectiveness/e-delivery; retirement policy
Equity market structure and trading regulation; asset management regulation; stress test relief legislation; systemic risk regulation; systemic risk legislation; e-delivery; investment advice regulation and legislation; data aggregation; digital assets; money market fund legislation
Health savings accounts; student debt repayment tax incentives; retirement savings tax incentives; tax reform legislation/regulation
RETIRE Act; SECURE Act; Retirement Enhancement and Savings Act (RESA); open MEPs; disclosure effectiveness; retirement policy
Equity market structure and trading regulation; fixed income market structure; asset management regulation; stress test relief legislation; systemic risk regulation; systemic risk legislation; cybersecurity; e-delivery; investment advice regulation and legislation; data aggregation; Federal Savings Association legislation and regulation; digital assets
FIDELITY CHARITABLE GIFT FUND via FMR LLC
2019 · second_quarter · Q2
Donor Advised Funds
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Health savings accounts; student debt repayment tax incentives; retirement savings tax incentives; tax reform legislation/regulation
RETIRE Act; Retirement Enhancement and Savings Act (RESA); open MEPs; disclosure effectiveness; retirement policy
Equity market structure and trading regulation; fixed income market structure; asset management regulation; money market fund legislation; stress test relief legislation; systemic risk regulation; systemic risk legislation; cybersecurity; e-delivery; investment advice regulation and legislation; data aggregation; Federal Savings Association legislation and regulation; digital assets
Equity market structure and trading regulation; fixed income market structure; money market fund legislation; stress test relief legislation; systemic risk regulation; systemic risk legislation; cybersecurity; e-delivery; investment advice regulation; data aggregation; digital assets
retirement savings tax incentives; tax reform legislation/regulation; health savings accounts; student debt repayment tax incentives
RETIRE Act; Retirement Enhancement and Savings Act (RESA); open MEPs; retirement policy, disclosure effectiveness
FIDELITY CHARITABLE GIFT FUND via FMR LLC
2018 · third_quarter · Q3
Donor Advised Funds
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
retirement savings tax incentives; tax reform legislation/regulation; health savings accounts; student debt repayment tax incentives
Retirement Enhancement and Savings Act (RESA); open MEPs; retirement policy; Family Savings Act of 2018
Equity market structure and trading regulation; money market fund legislation; stress test relief legislation; systemic risk regulation; systemic risk legislation; cybersecurity; e-delivery; investment advice regulation; data aggregation; digital assets; federal savings association regulation
retirement savings tax incentives; tax reform legislation/regulation; health savings accounts; student debt repayment tax incentives
Equity market structure; fixed income market structure; money market fund legislation; stress test relief legislation; systemic risk regulation; systemic risk legislation; cybersecurity; Senior Safe Act; e-delivery; investment advice regulation; data aggregation; digital assets
RETIRE Act; Retirement Enhancement and Savings Act (RESA); open MEPs; retirement policy
Filing targets: Council of Economic Advisers (CEA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Liquidity risk management rules; money market fund legislation; stress test relief legislation; systemic risk regulation; bitcoin/digital assets; cybersecurity; Senior Safe Act; e-delivery; CHOICE Act; IABD fiduciary rule; data aggregation
ERISA fiduciary investment advice rule; RETIRE ACT; RESA; open MEPs; retirement policy
tax reform legislation; health savings accounts; student debt repayment tax incentives
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Equity market structure and trading regulation; money market fund legislation; systemic risk regulation; systemic risk legislation; cyber-security; Senior Safe Act; e-Delivery/e-Sign; CHOICE Act; data aggregation
Tax treatment of financial products; Retirement tax incentives; health savings accounts; IABD Fiduciary Rule
ERISA fiduciary investment advice rule; DOL state retirement plan pre-emption rule; retirement policy
Filing targets: Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
ERISA fiduciary investment advice rule; DOL state retirement plan pre-emption rule; retirement policy
Retirement tax incentives; health savings accounts
Equity market structure and trading regulation; systemic risk regulation; systemic risk legislation; cyber-security; Senior Safe Act; e-Delivery/e-Sign; CHOICE Act; data aggregation
Filing targets: Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
ERISA fiduciary investment advice rule; DOL state retirement plan pre-emption rule; retirement policy
Equity market structure and trading regulation; money market fund legislation; systemic risk regulation; systemic risk legislation; stress testing relief legislation; cyber-security; e-Delivery; RETIRE Act; CHOICE Act; data aggregation; IABD Fiduciary Rule
Tax treatment of financial products; Retirement tax incentives; tax reform legislation; health savings accounts
Filing targets: Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Equity market structure and trading regulation; systemic risk regulation; systemic risk legislation; cyber-security; Senior Safe Act; e-Delivery/e-Sign; data aggregation; MiFID II harmonization
Tax treatment of financial products; Retirement tax incentives; health savings accounts; IABD Fiduciary Rule
ERISA fiduciary investment advice rule; DOL state retirement plan pre-emption rule; retirement policy
Filing targets: Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Tax treatment of financial products; Retirement tax incentives; health savings accounts; IABD Fiduciary Rule
Equity market structure and trading regulation; money market fund legislation; systemic risk regulation; systemic risk legislation; cyber-security; Senior Safe Act; e-Delivery/e-Sign; CHOICE Act; data aggregation
ERISA fiduciary investment advice rule; DOL state retirement plan pre-emption rule; retirement policy
Filing targets: Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
ERISA fiduciary investment advice rule; DOL state retirement plan pre-emption rule; retirement policy
Retirement tax incentives; health savings accounts
Equity market structure and trading regulation; systemic risk regulation; systemic risk legislation; cyber-security; Senior Safe Act; e-Delivery/e-Sign; CHOICE Act; data aggregation
Filing targets: Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Equity market structure and trading regulation; Money market fund legislation; Cybersecurity; e-delivery; Systemic risk legislation; Systemic risk regulation; Senior Safe Act; CHOICE Act; Data aggregation
2704 minority discount regulations; FIRPTA reform; Tax treatment of financial products; 385 regulations
ERISA fiduciary investment advice rule; DOL state retirement plan pre-emption rule
Filing targets: Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Retirement tax issues; FIRPTA reform; Mobile Workforce Act; 385 regulations
Equity market structure and trading regulation; Money market fund legislation; Cybersecurity; e-delivery; Systemic risk legislation; Systemic risk regulation; Senior Safe Act
ERISA fiduciary investment advice rule
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Proposed ERISA fiduciary investment advice rule; Retirement legislation/regulation; Multiple employer pension plans
Retirement tax issues; FIRPTA reform; Health savings accounts
Equity market structure and trading regulation; Regulation of asset management; Cybersecurity; e-delivery;
Filing targets: Commodity Futures Trading Commission (CFTC), Council of Economic Advisers (CEA), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Equity market structure and trading regulation; Regulation of asset management; Cybersecurity; e-delivery; Health savings accounts
Retirement tax issues; FIRPTA reform
Proposed ERISA fiduciary investment advice rule; Retirement legislation/regulation; Multiple employer pension plans
Filing targets: Commodity Futures Trading Commission (CFTC), Council of Economic Advisers (CEA), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Equity market structure and trading regulation; Regulation of asset management; Cybersecurity; e-delivery; Health savings accounts
Proposed ERISA fiduciary investment advice rule; Retirement legislation/regulation; Multiple employer pension plans
Retirement tax issues; FIRPTA reform
Filing targets: Commodity Futures Trading Commission (CFTC), Council of Economic Advisers (CEA), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Equity market structure and trading regulation; Systemic risk regulation; Cybersecurity
Retirement tax issues; TEFRA audit proposals
Proposed ERISA fiduciary investment advice rule; Retirement legislation/regulation
Filing targets: Commodity Futures Trading Commission (CFTC), Council of Economic Advisers (CEA), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Proposed ERISA fiduciary investment advice rule; Retirement legislation/regulation
Equity market structure and trading regulation; Systemic risk regulation; Cybersecurity
Retirement tax issues; TEFRA audit proposals
Filing targets: Commodity Futures Trading Commission (CFTC), Council of Economic Advisers (CEA), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Equity market structure and trading regulation; Systemic risk regulation; Cybersecurity
Retirement tax issues
Proposed ERISA fiduciary investment advice rule; Retirement legislation/regulation
Filing targets: Commodity Futures Trading Commission (CFTC), Council of Economic Advisers (CEA), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Retirement tax issues
Equity market structure and trading regulation; Systemic risk regulation; Cybersecurity
Proposed ERISA fiduciary investment advice rule; Retirement legislation/regulation
Filing targets: Commodity Futures Trading Commission (CFTC), Council of Economic Advisers (CEA), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Proposed ERISA fiduciary investment advice rule; Retirement legislation/regulation
Equity market structure and trading regulation; Systemic risk regulation; Cybersecurity
Retirement tax issues
Filing targets: Commodity Futures Trading Commission (CFTC), Council of Economic Advisers (CEA), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Equity market structure and trading regulation; Systemic risk regulation; Cybersecurity
Retirement tax issues
Proposed ERISA fiduciary investment advice rule; Retirement legislation/regulation
Filing targets: Commodity Futures Trading Commission (CFTC), Council of Economic Advisers (CEA), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Equity market structure and trading regulation; Systemic risk regulation; Cybersecurity
Proposed ERISA fiduciary investment advice rule; Retirement legislation/regulation
Filing targets: Commodity Futures Trading Commission (CFTC), Council of Economic Advisers (CEA), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Retirement tax incentives; Tax reform
Proposed ERISA fiduciary investment advice rule; Retirement legislation/regulation
Equity market structure and trading regulation; Systemic risk regulation; Cybersecurity
Filing targets: Commodity Futures Trading Commission (CFTC), Council of Economic Advisers (CEA), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Retirement tax incentives; Tax Reform
Proposed ERISA fiduciary investment advice rule.
Implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act; Equity market structure and trading regulation; Systemic risk regulation
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Retirement tax incentives; Tax Reform
Implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act; Equity market structure and trading regulation; Systemic risk regulation
Proposed ERISA fiduciary investment advice rule.
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Proposed ERISA fiduciary investment advice rule.
Implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act; Money market mutual fund regulation; Equity market structure and trading regulation; Systemic risk regulation
Retirement tax incentives; Tax Reform; Tax extenders.
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Retirement tax incentives; Tax Reform; Tax extenders.
Proposed ERISA fiduciary investment advice rule.
Implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act; Money market mutual fund regulation; Equity market structure and trading regulation; Systemic risk regulation
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Retirement tax incentives; Tax Reform; Tax extenders
Implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act; Money market mutual fund regulation; Derivatives regulation; Equity market structure and trading regulation; Systemic risk regulation;
Proposed ERISA fiduciary investment advice rule;
Implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act; Money market mutual fund regulation; Derivatives regulation; Equity market structure and trading regulation; Systemic risk regulation;
Proposed ERISA fiduciary investment advice rule;
S. 23 - America Invents Act
Retirement tax incentives; Tax Reform; Financial transaction tax
Implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act; Money market mutual fund regulation; Derivatives regulation; Equity market structure and trading regulation; Systemic risk regulation; Regulation of investment advisors and broker dealers;
S. 23 - America Invents Act
Implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act; Money market mutual fund regulation; Derivatives regulation; Equity market structure and trading regulation; Systemic risk regulation; Regulation of investment advisors and broker dealers; H.R. 2577 SAFE Data Act; S. 799 Commercial Privacy Bill of Rights Act of 2011
H.R. 677, S. 267 Lifetime Income Disclosure Act; H.R. 1534 SAVE Act; Proposed ERISA fiduciary investment advice rule; eDelivery (in connection with 401(k) fee disclosure rules) Fee disclosure regulations
Retirement tax incentives; Tax Reform; Financial transaction tax
Retirement tax incentives; Tax Reform; Financial trasaction tax
Implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act; Money market mutual fund regulation; Derivatives regulation; Equity market structure and trading regulation; Systemic risk regulation; Regulation of investment advisors and broker dealers; H.R. 2577 SAFE Data Act; S. 799 Commercial Privacy Bill of Rights Act of 2011
S. 23 - America Invents Act
FIDELITY CHARITABLE GIFT FUND via FMR LLC
2013 · first_quarter · Q1
Donor Advised Funds
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
H.R. 677, S. 267 Lifetime Income Disclosure Act; H.R. 1534 SAVE Act; Proposed ERISA fiduciary investment advice rule; eDelivery (in connection with 401(k) fee disclosure rules) Fee disclosure regulations
S. 23 - America Invents Act
Tax Reform; Mobile Workforce Act, Health Savings Account, Tax Extenders
Implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act; Money market mutual fund regulation; Derivatives regulation; Equity market structure and trading regulation; Systemic risk regulation; Regulation of investment advisors and broker dealers; H.R. 2577 SAFE Data Act; S. 799 Commercial Privacy Bill of Rights Act of 2011
Tax Reform; Mobile Workforce Act, Health Savings Account, Tax Extenders
S. 23 - America Invents Act
FIDELITY CHARITABLE GIFT FUND via FMR LLC
2012 · fourth_quarter · Q4
Donor Advised Funds
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Tax Reform; Mobile Workforce Act, Health Savings Account, Tax Extenders
Implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act; Money market mutual fund regulation; Derivatives regulation; Equity market structure and trading regulation; Systemic risk regulation; Regulation of investment advisors and broker dealers; H.R. 2577 SAFE Data Act; S. 799 Commercial Privacy Bill of Rights Act of 2011
H.R. 677, S. 267 Lifetime Income Disclosure Act; H.R. 1534 SAVE Act; Proposed ERISA fiduciary investment advice rule; eDelivery (in connection with 401(k) fee disclosure rules) Fee disclosure regulations
S. 23 - America Invents Act
Tax Reform; Mobile Workforce Act, Health Savings Account, Tax Extenders
H.R. 677, S. 267 Lifetime Income Disclosure Act; H.R. 1534 SAVE Act; Proposed ERISA fiduciary investment advice rule; eDelivery (in connection with 401(k) fee disclosure rules) Fee disclosure regulations
Implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act; Money market mutual fund regulation; Derivatives regulation; Equity market structure and trading regulation; Systemic risk regulation; Regulation of investment advisors and broker dealers; H.R. 2577 SAFE Data Act; S. 799 Commercial Privacy Bill of Rights Act of 2011
Tax Reform; Mobile Workforce Act, Health Savings Account, Tax Extenders
H.R. 677, S. 267 Lifetime Income Disclosure Act; H.R. 1534 SAVE Act; Proposed ERISA fiduciary investment advice rule; eDelivery (in connection with 401(k) fee disclosure rules) Fee disclosure regulations
H.R. 677, S. 267 Lifetime Income Disclosure Act; H.R. 1534 SAVE Act; Proposed ERISA fiduciary investment advice rule; eDelivery (in connection with 401(k) fee disclosure rules) Fee disclosure regulations
Implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act; Money market mutual fund regulation; Derivatives regulation; Equity market structure and trading regulation; Systemic risk regulation; Regulation of investment advisors and broker dealers; H.R. 2577 SAFE Data Act; S. 799 Commercial Privacy Bill of Rights Act of 2011
Tax Reform; Mobile Workforce Act, Health Savings Account, Tax Extenders
FIDELITY CHARITABLE GIFT FUND via FMR LLC
2012 · second_quarter · Q2
Donor Advised Funds
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Tax reform; Mobile Workforce Act
S. 23 - America Invents Act
H.R. 677, S. 267 Lifetime Income Disclosure Act; H.R. 1534 SAVE Act; Proposed ERISA fiduciary investment advice rule; eDelivery (in connection with 401(k) fee disclosure rules)
Implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act; Money market mutual fund regulation; Derivatives regulation; Equity market structure and trading regulation; Systemic risk regulation; Regulation of investment advisors and broker dealers; H.R. 2577 SAFE Data Act; S. 799 Commercial Privacy Bill of Rights Act of 2011
S. 23 - America Invents Act
Tax reform; Tax audit issues; Financial transaction tax; Mobile Workforce Act
Tax reform; Tax audit issues; Foreign Investment in Real Property Tax Act
H.R. 677, S. 267 Lifetime Income Disclosure Act; H.R. 1534 SAVE Act; Proposed ERISA fiduciary investment advice rule; eDelivery (in connection with 401(k) fee disclosure rules)
S. 23 - America Invents Act
Health savings accounts; Tax reform; Tax audit issues
S. 23 - American Invents Act
Implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act; Money market mutual fund regulation; Derivatives regulation; Equity market structure and trading regulation; Systemic risk regulation; Regulation of investment advisors and broker dealers; H.R. 2577 SAFE Data Act; S. 799 Commercial Privacy Bill of Rights Act of 2011
Implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act; Money market mutual fund regulation; Derivatives regulation; Equity market structure and trading regulation; Systemic risk regulation; Regulation of investment advisors and broker dealers;
Foreign financial institution reporting; Health savings accounts Tax reform; Section 529 plans; Worker classification
H.R. 677, S. 267 Lifetime Income Disclosure Act; H.R. 1534 SAVE Act; Proposed ERISA fiduciary investment advice rule; eDelivery (in connection with 401(k) fee disclosure rules)
Implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act; Money market mutual fund regulation; Derivatives regulation; Equity market structure and trading regulation; Systemic risk regulation; Regulation of investment advisors and broker dealers;
H.R. 677, S. 267 Lifetime Income Disclosure Act; H.R. 1534 SAVE Act; Proposed ERISA fiduciary investment advice rule; eDelivery (in connection with 401(k) fee disclosure rules)
Foreign financial institution reporting; Health savings accounts Tax reform; Section 529 plans; Worker classification
Dodd-Frank Wall Street Reform and Consumer Protection Act; Money market mutual fund regulation; H.R. 1445, S. 1073 - Credit rating agencies; S.139, S. 1490, S.141, H.R. 2221, S. 773 - Data privacy; S. 569 - Anti money laundering Derivatives regulation; Equity market structure and trading regulation; Volcker rule; Systemic risk regulation; Regulation of investment advisors and broker dealers;
Retirement coverage / savings proposals; H.R. 2779, H.R. 2989, S.401 - 401(k) regulation and disclosure / Investment advice; IRA regulation; Target date funds; Retirement income products; DB funding changes / disclosure / DB "K"
Tax reform legislation, including the relevant provisions of H.R.1, the One Big Beautiful Bill Act; tax treatment of financial products, including the relevant provisions of H.R.2089, the Generating Retirement Ownership through Long-Term Holding Act, and S.1839, the Generating Retirement Ownership through Long-Term Holding Act; health savings accounts; digital asset taxation.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Retirement savings tax incentives, including the relevant provisions of H.R.1, the One Big Beautiful Bill Act; tax reform legislation, including the relevant provisions of H.R.1, the One Big Beautiful Bill Act; health savings accounts, including the relevant provisions of H.R.1, the One Big Beautiful Bill Act; student debt repayment tax incentives, including the relevant provisions of H.R.1, the One Big Beautiful Bill Act, H.R.1801, the Employer Participation in Repayment Act, and S.772, the Employer Participation in Repayment Act; digital asset taxation, including the relevant provisions of H.R.1, the One Big Beautiful Bill Act; tax treatment of financial products, including the relevant provisions of H.R. 2089, the Generating Retirement Ownership through Long-Term Holding Act, and S.1839, the Generating Retirement Ownership through Long-Term Holding Act
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Retirement savings tax incentives; tax reform legislation; health savings accounts; student debt repayment tax incentives, including the relevant provisions of S. 772 and H.R. 1801, the Employer Participation in Repayment Act; digital asset taxation; tax treatment of financial products, including the relevant provisions of H.R. 2089, the Generating Retirement Ownership through Long-Term Holding Act
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Filing targets: Commodity Futures Trading Commission (CFTC), Education, Dept of, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), White House Office
Emergency savings accounts; retirement policy; retirement savings enhancements; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023; auto-portability.
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
Retirement savings tax incentives; tax reform legislation; health savings accounts; student debt repayment tax incentives.
Filing targets: Education, Dept of, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Retirement savings tax incentives; health savings accounts; student debt repayment tax incentives.
Filing targets: Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
student debt repayment tax incentives
Filing targets: Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Equity market structure and trading regulation; systemic risk legislation; systemic risk regulation; e-delivery, including relevant provisions of H.R. 9570, the Improving Disclosure for Investors Act of 2022; digital assets; remote notarization, including relevant provisions of H.R. 3962, the Securing and Enabling Commerce Using Remote and Electronic Notarization Act of 2022; Environmental, Social, and Governance (ESG) legislation/regulation; fixed income market structure; remote inspections; regulatory relief related to COVID; H.R. 1996 and S. 910, the SAFE Banking Act, safe harbor provisions; money market fund regulation; data aggregation; licensing and supervision for remote work
Filing targets: Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
I-9 flexibility
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Equity market structure and trading regulation; systemic risk legislation; systemic risk regulation; e-delivery; digital assets; remote notarization; Environmental, Social, and Governance (ESG) regulation/legislation; money market fund regulation; fixed income market structure; proposed FTC amendments to the Hart-Scott-Rodino Act; remote inspections; H.R. 1996 and S. 910, the SAFE Banking Act, safe harbor provisions; investment advice regulation; licensing and supervision for remote work; data aggregation; cybersecurity
Retirement savings tax incentives; tax reform legislation/regulation; student debt repayment tax incentives; health savings accounts; crypto information reporting
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
I-9 flexibility
Equity market structure and trading regulation; systemic risk legislation; systemic risk regulation; e-delivery; digital assets; remote notarization; Environmental, Social, and Governance (ESG) regulation/legislation, including relevant provisions of H.R. 7151, the Ensuring Sound Guidance Act; money market fund regulation; fixed income market structure; proposed FTC amendments to the Hart-Scott-Rodino Act; remote inspections; H.R. 1996 and S. 910, the SAFE Banking Act, safe harbor provisions; investment advice regulation; licensing and supervision for remote work
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC)
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Retirement policy; retirement savings enhancements
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
Retirement policy; retirement savings enhancements; open MEPs
Filing targets: Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC)
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Retirement policy; retirement savings enhancements; Open Multiple Employer Plans (MEPs)
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
RETIRE Act; Retirement Enhancement and Savings Act (RESA); disclosure effectiveness; retirement policy; retirement savings enhancements
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Filing targets: Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Filing targets: Consumer Financial Protection Bureau (CFPB), Federal Reserve System, HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Filing targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Filing targets: Federal Deposit Insurance Corporation (FDIC), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
S. 23 - America Invents Act
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Retirement tax incentives; Tax Reform; Financial transaction tax
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Proposed ERISA fiduciary investment advice rule; eDelivery (in connection with 401(k) fee disclosure rules) Fee disclosure regulations
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
S. 23 - America Invents Act
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
H.R. 677, S. 267 Lifetime Income Disclosure Act; H.R. 1534 SAVE Act; Proposed ERISA fiduciary investment advice rule; eDelivery (in connection with 401(k) fee disclosure rules) Fee disclosure regulations
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act; Money market mutual fund regulation; Derivatives regulation; Equity market structure and trading regulation; Systemic risk regulation; Regulation of investment advisors and broker dealers; H.R. 2577 SAFE Data Act; S. 799 Commercial Privacy Bill of Rights Act of 2011
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
H.R. 677, S. 267 Lifetime Income Disclosure Act; H.R. 1534 SAVE Act; Proposed ERISA fiduciary investment advice rule; eDelivery (in connection with 401(k) fee disclosure rules) Fee disclosure regulations
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
S. 23 - America Invents Act
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act; Money market mutual fund regulation; Derivatives regulation; Equity market structure and trading regulation; Systemic risk regulation; Regulation of investment advisors and broker dealers; H.R. 2577 SAFE Data Act; S. 799 Commercial Privacy Bill of Rights Act of 2011
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
S. 23 - America Invents Act
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
S. 23 - America Invents Act
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act; Money market mutual fund regulation; Derivatives regulation; Equity market structure and trading regulation; Systemic risk regulation; Regulation of investment advisors and broker dealers; H.R. 2577 SAFE Data Act; S. 799 Commercial Privacy Bill of Rights Act of 2011; S. 2038 STOCK Act
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
H.R. 677, S. 267 Lifetime Income Disclosure Act; H.R. 1534 SAVE Act; Proposed ERISA fiduciary investment advice rule; eDelivery (in connection with 401(k) fee disclosure rules)
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act; Money market mutual fund regulation; Derivatives regulation; Equity market structure and trading regulation; Systemic risk regulation; Regulation of investment advisors and broker dealers; H.R. 2577 SAFE Data Act; S. 799 Commercial Privacy Bill of Rights Act of 2011
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
H.R. 677, S. 267 Lifetime Income Disclosure Act; H.R. 1534 SAVE Act; Proposed ERISA fiduciary investment advice rule; eDelivery (in connection with 401(k) fee disclosure rules)
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
H.R.1, S.179 HIPPA - Health IT Health Reimbursement Accounts
H.R. 4213 - Tax extenders legislation; H.R. 436, H.R. 2023, H.R. 3905, S. 4337 - Mutual fund tax modernization; H.R. 4853 - Extension of 2001 and 2003 tax legislation
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office