SAMUEL HODAS

Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation FDIC Treatment of Brokered Deposits Section 11 of the Home Owners Loan Act Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Reg BI ESG Disclosure Simplification Act of 2021 (H.R. 1187) Housing Finance Reform Diversity and Inclusion CARES ACT American Rescue Plan (H.R. 1319) Paycheck Protection Program ESG Investing Form 13F E-SIGN Modernization Warehouse Lending Climate Change Closed End Funds Renewable Fuel Standard/Biofuels Increasing Investor Opportunities Act (H.R. 4262) Build Back Better Act LIBOR Sustainable Finance

Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Infrastructure investment by Life Insurers Retirement Security and Savings Act (S. 1770) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: Retirement Parity for Student Loans Act (S. 1443) (H.R. 2917) American Rescue Plan (H.R. 1319) Employer Participation in Repayment Act (HR 1043/S. 460) The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) - Pandemic Healthcare Access Act S.3546/H.R.6338 - Personalized Care Act of 2021 (S. 153 and H.R. 725) Student Loans Remote Notarization, H.R. 3962 SECURE Notarization Act General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds

Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation FDIC Treatment of Brokered Deposits Section 11 of the Home Owners Loan Act Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Reg BI ESG Disclosure Simplification Act of 2021 (H.R. 1187) Housing Finance Reform Diversity and Inclusion CARES ACT American Rescue Plan (H.R. 1319) Paycheck Protection Program ESG Investing Form 13F E-SIGN Modernization Warehouse Lending Climate Change Closed End Funds Renewable Fuel Standard/Biofuels Increasing Investor Opportunities Act (H.R. 4262) Build Back Better Act

Tax Reform Included in the Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Infrastructure Investment by Life Insurers The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) Student Loans - American Rescue Plan (H.R. 1319) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) Employer Participation in Repayment Act Health Savings Accounts (HSAs) - Pandemic Healthcare Access Act (H.R. 295) - Personalized Care Act of 2021 (S. 153 and H.R. 725) Remote Notarization - SECURE Notarization Act (H.R. 3962/S. 1625) General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds Emergency Savings Build Back Better Act

Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation FDIC Treatment of Brokered Deposits Section 11 of the Home Owners Loan Act Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Reg BI ESG Disclosure Simplification Act of 2021 (H.R. 1187) Housing Finance Reform Diversity and Inclusion CARES ACT American Rescue Plan (H.R. 1319) Paycheck Protection Program ESG Investing Form 13F E-SIGN Modernization Warehouse Lending Climate Change Closed End Funds Renewable Fuel Standard/Biofuels Increasing Investor Opportunities Act (H.R. 4262)

Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation FDIC Treatment of Brokered Deposits Section 11 of the Home Owners Loan Act Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Reg BI ESG Disclosure Simplification Act of 2021 (H.R. 1187) Housing Finance Reform Diversity and Inclusion CARES ACT American Rescue Plan (H.R. 1319) Paycheck Protection Program ESG Investing Form 13F E-SIGN Modernization Warehouse Lending Climate Change Closed End Funds Renewable Fuel Standard/Biofuels Increasing Investor Opportunities Act (H.R. 4262) Build Back Better Act LIBOR Sustainable Finance

Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation FDIC Treatment of Brokered Deposits Section 11 of the Home Owners Loan Act Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Reg BI ESG Disclosure Simplification Act of 2019 (H.R. 4329) ESG Disclosure Simplification Act of 2020 (H.R. 1187) Housing Finance Reform Diversity and Inclusion CARES ACT H.R. 1319 American Rescue Plan Paycheck Protection Program ESG Investing Form 13F E-SIGN Modernization Warehouse Lending Troubled Debt Restructuring Climate Change Closed End Funds Renewable Fuel Standard/Biofuels Increasing Investor Opportunities Act

Tax Reform Included in the Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Infrastructure Investment by Life Insurers The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) Student Loans - American Rescue Plan (H.R. 1319) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) Employer Participation in Repayment Act Health Savings Accounts (HSAs) - Pandemic Healthcare Access Act (H.R. 295) - Personalized Care Act of 2021 (S. 153 and H.R. 725) Remote Notarization - SECURE Notarization Act (H.R. 3962/S. 1625) General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds Emergency Savings Build Back Better Act Prohibition of IRA Investments Conditioned on Account Holders Status

Tax Reform Included in the Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Infrastructure Investment by Life Insurers The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) Student Loans - American Rescue Plan (H.R. 1319) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) Employer Participation in Repayment Act Health Savings Accounts (HSAs) - Pandemic Healthcare Access Act (H.R. 295) - Personalized Care Act of 2021 (S. 153 and H.R. 725) Remote Notarization - SECURE Notarization Act (H.R. 3962/S. 1625) General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds Emergency Savings Build Back Better Act Prohibition of IRA Investments Conditioned on Account Holders Status

Tax Reform Included in the Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Infrastructure Investment by Life Insurers The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) Student Loans - American Rescue Plan (H.R. 1319) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) Employer Participation in Repayment Act Health Savings Accounts (HSAs) - Pandemic Healthcare Access Act (H.R. 295) - Personalized Care Act of 2021 (S. 153 and H.R. 725) Remote Notarization - SECURE Notarization Act (H.R. 3962/S. 1625) General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds Emergency Savings Build Back Better Act Prohibition of IRA Investments Conditioned on Account Holders Status

Retirement Security as in the following bills: - Automatic Retirement Plan Act (reintroduced as part of the Build Back Better Act) - Retirement Security and Savings Act (S. 1770) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) - The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) - Securing a Strong Retirement Act (H.R. 2954) - Lifetime Income for Employees Act (Not yet reintroduced) - Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 3644) - Enhancing Emergency and Retirement Savings Act (S. 1870) - Financial Factors in Selecting Retirement Plan Investments Act (S. 1762/ H.R. 3387) - Womens Pension Protection Act (S. 2446) - Retirement Improvement and Savings Enhancement Act (H.R. 5891) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act ESG Investments Proxy Voting Emergency Savings Build Back Better Act

Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Infrastructure investment by Life Insurers Retirement Security and Savings Act (S. 1770) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: Retirement Parity for Student Loans Act (S. 1443) (H.R. 2917) American Rescue Plan (H.R. 1319) Employer Participation in Repayment Act (HR 1043/S. 460) The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) - Pandemic Healthcare Access Act S.3546/H.R.6338 - Personalized Care Act of 2021 (S. 153 and H.R. 725) Student Loans Remote Notarization, H.R. 3962 SECURE Notarization Act General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds

Retirement Security as in the following bills: - Automatic Retirement Plan Act (Not yet reintroduced) - Retirement Security and Savings Act (S. 1770) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) - The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) - Securing a Strong Retirement Act (H.R. 2954) - Lifetime Income for Employees Act (Not yet reintroduced) - Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 3644) - Enhancing Emergency and Retirement Savings Act (S. 1870) - Financial Factors in Selecting Retirement Plan Investments Act (S. 1762/ H.R. 3387) - Womens Pension Protection Act (Not yet reintroduced) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act ESG Investments Proxy Voting Emergency Savings

Tax Reform Included in the Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Infrastructure Investment by Life Insurers The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) Student Loans - American Rescue Plan (H.R. 1319) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) Employer Participation in Repayment Act Health Savings Accounts (HSAs) - Pandemic Healthcare Access Act (H.R. 295) - Personalized Care Act of 2021 (S. 153 and H.R. 725) Remote Notarization - SECURE Notarization Act (H.R. 3962/S. 1625) General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds Emergency Savings Build Back Better Act Prohibition of IRA Investments Conditioned on Account Holders Status

Tax Reform Included in the Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Infrastructure Investment by Life Insurers The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) Student Loans - American Rescue Plan (H.R. 1319) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) Employer Participation in Repayment Act Health Savings Accounts (HSAs) - Pandemic Healthcare Access Act (H.R. 295) - Personalized Care Act of 2021 (S. 153 and H.R. 725) Remote Notarization - SECURE Notarization Act (H.R. 3962/S. 1625) General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds Emergency Savings Build Back Better Act

Retirement Security as in the following bills: - Automatic Retirement Plan Act (reintroduced as part of the Build Back Better Act) - Retirement Security and Savings Act (S. 1770) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) - The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) - Securing a Strong Retirement Act (H.R. 2954) - Lifetime Income for Employees Act (Not yet reintroduced) - Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 3644) - Enhancing Emergency and Retirement Savings Act (S. 1870) - Financial Factors in Selecting Retirement Plan Investments Act (S. 1762/ H.R. 3387) - Womens Pension Protection Act (S. 2446) - Retirement Improvement and Savings Enhancement Act (H.R. 5891) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act ESG Investments Proxy Voting Emergency Savings Build Back Better Act

Retirement Security as in the following bills: - Automatic Retirement Plan Act (reintroduced as part of the Build Back Better Act) - Retirement Security and Savings Act (S. 1770) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) - The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) - Securing a Strong Retirement Act (H.R. 2954) - Lifetime Income for Employees Act (Not yet reintroduced) - Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 3644) - Enhancing Emergency and Retirement Savings Act (S. 1870) - Financial Factors in Selecting Retirement Plan Investments Act (S. 1762/ H.R. 3387) - Womens Pension Protection Act (S. 2446) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act ESG Investments Proxy Voting Emergency Savings Build Back Better Act

Tax Reform Included in the Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Infrastructure Investment by Life Insurers The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) Student Loans - American Rescue Plan (H.R. 1319) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) Employer Participation in Repayment Act Health Savings Accounts (HSAs) - Pandemic Healthcare Access Act (H.R. 295) - Personalized Care Act of 2021 (S. 153 and H.R. 725) Remote Notarization - SECURE Notarization Act (H.R. 3962/S. 1625) General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds Emergency Savings Build Back Better Act Prohibition of IRA Investments Conditioned on Account Holders Status

Tax Reform Included in the Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Infrastructure Investment by Life Insurers The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) Student Loans - American Rescue Plan (H.R. 1319) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) Employer Participation in Repayment Act Health Savings Accounts (HSAs) - Pandemic Healthcare Access Act (H.R. 295) - Personalized Care Act of 2021 (S. 153 and H.R. 725) Remote Notarization - SECURE Notarization Act (H.R. 3962/S. 1625) General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds Emergency Savings Build Back Better Act Prohibition of IRA Investments Conditioned on Account Holders Status

Tax Reform Included in the Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Infrastructure Investment by Life Insurers The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) Student Loans - American Rescue Plan (H.R. 1319) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) Employer Participation in Repayment Act Health Savings Accounts (HSAs) - Pandemic Healthcare Access Act (H.R. 295) - Personalized Care Act of 2021 (S. 153 and H.R. 725) Remote Notarization - SECURE Notarization Act (H.R. 3962/S. 1625) General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds Emergency Savings Build Back Better Act Prohibition of IRA Investments Conditioned on Account Holders Status

Tax Reform Included in the Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Infrastructure Investment by Life Insurers The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) Student Loans - American Rescue Plan (H.R. 1319) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) Employer Participation in Repayment Act Health Savings Accounts (HSAs) - Pandemic Healthcare Access Act (H.R. 295) - Personalized Care Act of 2021 (S. 153 and H.R. 725) Remote Notarization - SECURE Notarization Act (H.R. 3962/S. 1625) General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds Emergency Savings Build Back Better Act

Retirement Security as in the following bills: - Automatic Retirement Plan Act (reintroduced as part of the Build Back Better Act) - Retirement Security and Savings Act (S. 1770) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) - The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) - Securing a Strong Retirement Act (H.R. 2954) - Lifetime Income for Employees Act (Not yet reintroduced) - Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 3644) - Enhancing Emergency and Retirement Savings Act (S. 1870) - Financial Factors in Selecting Retirement Plan Investments Act (S. 1762/ H.R. 3387) - Womens Pension Protection Act (S. 2446) - Retirement Improvement and Savings Enhancement Act (H.R. 5891) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act ESG Investments Proxy Voting Emergency Savings Build Back Better Act

Retirement Security as in the following bills: - Automatic Retirement Plan Act (reintroduced as part of the Build Back Better Act) - Retirement Security and Savings Act (S. 1770) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) - The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) - Securing a Strong Retirement Act (H.R. 2954) - Lifetime Income for Employees Act (Not yet reintroduced) - Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 3644) - Enhancing Emergency and Retirement Savings Act (S. 1870) - Financial Factors in Selecting Retirement Plan Investments Act (S. 1762/ H.R. 3387) - Womens Pension Protection Act (S. 2446) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act ESG Investments Proxy Voting Emergency Savings Build Back Better Act

Retirement Security as in the following bills: - Automatic Retirement Plan Act (Not yet reintroduced) - Retirement Security and Savings Act (S. 1770) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) - The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) - Securing a Strong Retirement Act (H.R. 2954) - Lifetime Income for Employees Act (Not yet reintroduced) - Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 3644) - Enhancing Emergency and Retirement Savings Act (S. 1870) - Financial Factors in Selecting Retirement Plan Investments Act (S. 1762/ H.R. 3387) - Womens Pension Protection Act (Not yet reintroduced) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act ESG Investments Proxy Voting Emergency Savings

Retirement Security as in the following bills: - Automatic Retirement Plan Act (reintroduced as part of the Build Back Better Act) - Retirement Security and Savings Act (S. 1770) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) - The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) - Securing a Strong Retirement Act (H.R. 2954) - Lifetime Income for Employees Act (Not yet reintroduced) - Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 3644) - Enhancing Emergency and Retirement Savings Act (S. 1870) - Financial Factors in Selecting Retirement Plan Investments Act (S. 1762/ H.R. 3387) - Womens Pension Protection Act (S. 2446) - Retirement Improvement and Savings Enhancement Act (H.R. 5891) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act ESG Investments Proxy Voting Emergency Savings Build Back Better Act

Retirement Security as in the following bills: - Automatic Retirement Plan Act (reintroduced as part of the Build Back Better Act) - Retirement Security and Savings Act (S. 1770) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) - The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) - Securing a Strong Retirement Act (H.R. 2954) - Lifetime Income for Employees Act (Not yet reintroduced) - Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 3644) - Enhancing Emergency and Retirement Savings Act (S. 1870) - Financial Factors in Selecting Retirement Plan Investments Act (S. 1762/ H.R. 3387) - Womens Pension Protection Act (S. 2446) - Retirement Improvement and Savings Enhancement Act (H.R. 5891) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act ESG Investments Proxy Voting Emergency Savings Build Back Better Act

Retirement Security as in the following bills: - Automatic Retirement Plan Act (reintroduced as part of the Build Back Better Act) - Retirement Security and Savings Act (S. 1770) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) - The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) - Securing a Strong Retirement Act (H.R. 2954) - Lifetime Income for Employees Act (Not yet reintroduced) - Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 3644) - Enhancing Emergency and Retirement Savings Act (S. 1870) - Financial Factors in Selecting Retirement Plan Investments Act (S. 1762/ H.R. 3387) - Womens Pension Protection Act (S. 2446) - Retirement Improvement and Savings Enhancement Act (H.R. 5891) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act ESG Investments Proxy Voting Emergency Savings Build Back Better Act

Retirement Security as in the following bills: - Automatic Retirement Plan Act (reintroduced as part of the Build Back Better Act) - Retirement Security and Savings Act (S. 1770) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) - The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) - Securing a Strong Retirement Act (H.R. 2954) - Lifetime Income for Employees Act (Not yet reintroduced) - Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 3644) - Enhancing Emergency and Retirement Savings Act (S. 1870) - Financial Factors in Selecting Retirement Plan Investments Act (S. 1762/ H.R. 3387) - Womens Pension Protection Act (S. 2446) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act ESG Investments Proxy Voting Emergency Savings Build Back Better Act

Retirement Security as in the following bills: - Automatic Retirement Plan Act (Not yet reintroduced) - Retirement Security and Savings Act (S. 1770) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) - The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) - Securing a Strong Retirement Act (H.R. 2954) - Lifetime Income for Employees Act (Not yet reintroduced) - Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 3644) - Enhancing Emergency and Retirement Savings Act (S. 1870) - Financial Factors in Selecting Retirement Plan Investments Act (S. 1762/ H.R. 3387) - Womens Pension Protection Act (Not yet reintroduced) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act ESG Investments Proxy Voting Emergency Savings

Retirement Security as in the following bills: - Automatic Retirement Plan Act (Not yet reintroduced) - Retirement Security and Savings Act (S. 1770) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) - The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) - Securing a Strong Retirement Act (H.R. 2954) - Lifetime Income for Employees Act (Not yet reintroduced) - Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 3644) - Enhancing Emergency and Retirement Savings Act (S. 1870) - Financial Factors in Selecting Retirement Plan Investments Act (S. 1762/ H.R. 3387) - Womens Pension Protection Act (Not yet reintroduced) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act ESG Investments Proxy Voting Emergency Savings

Retirement Security as in the following bills: - Automatic Retirement Plan Act (reintroduced as part of the Build Back Better Act) - Retirement Security and Savings Act (S. 1770) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) - The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) - Securing a Strong Retirement Act (H.R. 2954) - Lifetime Income for Employees Act (Not yet reintroduced) - Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 3644) - Enhancing Emergency and Retirement Savings Act (S. 1870) - Financial Factors in Selecting Retirement Plan Investments Act (S. 1762/ H.R. 3387) - Womens Pension Protection Act (S. 2446) - Retirement Improvement and Savings Enhancement Act (H.R. 5891) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act ESG Investments Proxy Voting Emergency Savings Build Back Better Act

Retirement Security as in the following bills: - Automatic Retirement Plan Act (reintroduced as part of the Build Back Better Act) - Retirement Security and Savings Act (S. 1770) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) - The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) - Securing a Strong Retirement Act (H.R. 2954) - Lifetime Income for Employees Act (Not yet reintroduced) - Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 3644) - Enhancing Emergency and Retirement Savings Act (S. 1870) - Financial Factors in Selecting Retirement Plan Investments Act (S. 1762/ H.R. 3387) - Womens Pension Protection Act (S. 2446) - Retirement Improvement and Savings Enhancement Act (H.R. 5891) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act ESG Investments Proxy Voting Emergency Savings Build Back Better Act

Retirement Security as in the following bills: - Automatic Retirement Plan Act (reintroduced as part of the Build Back Better Act) - Retirement Security and Savings Act (S. 1770) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) - The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) - Securing a Strong Retirement Act (H.R. 2954) - Lifetime Income for Employees Act (Not yet reintroduced) - Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 3644) - Enhancing Emergency and Retirement Savings Act (S. 1870) - Financial Factors in Selecting Retirement Plan Investments Act (S. 1762/ H.R. 3387) - Womens Pension Protection Act (S. 2446) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act ESG Investments Proxy Voting Emergency Savings Build Back Better Act

Tax Reform Included in the Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Infrastructure Investment by Life Insurers The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) Student Loans - American Rescue Plan (H.R. 1319) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) Employer Participation in Repayment Act Health Savings Accounts (HSAs) - Pandemic Healthcare Access Act (H.R. 295) - Personalized Care Act of 2021 (S. 153 and H.R. 725) Remote Notarization - SECURE Notarization Act (H.R. 3962/S. 1625) General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds Emergency Savings Build Back Better Act Prohibition of IRA Investments Conditioned on Account Holders Status

Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Infrastructure investment by Life Insurers Retirement Security and Savings Act (S. 1770) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: Retirement Parity for Student Loans Act (S. 1443) (H.R. 2917) American Rescue Plan (H.R. 1319) Employer Participation in Repayment Act (HR 1043/S. 460) The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) - Pandemic Healthcare Access Act S.3546/H.R.6338 - Personalized Care Act of 2021 (S. 153 and H.R. 725) Student Loans Remote Notarization, H.R. 3962 SECURE Notarization Act General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds

Tax Reform Included in the Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Infrastructure Investment by Life Insurers The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) Student Loans - American Rescue Plan (H.R. 1319) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) Employer Participation in Repayment Act Health Savings Accounts (HSAs) - Pandemic Healthcare Access Act (H.R. 295) - Personalized Care Act of 2021 (S. 153 and H.R. 725) Remote Notarization - SECURE Notarization Act (H.R. 3962/S. 1625) General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds Emergency Savings Build Back Better Act

Tax Reform Included in the Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Infrastructure Investment by Life Insurers The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) Student Loans - American Rescue Plan (H.R. 1319) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) Employer Participation in Repayment Act Health Savings Accounts (HSAs) - Pandemic Healthcare Access Act (H.R. 295) - Personalized Care Act of 2021 (S. 153 and H.R. 725) Remote Notarization - SECURE Notarization Act (H.R. 3962/S. 1625) General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds Emergency Savings Build Back Better Act Prohibition of IRA Investments Conditioned on Account Holders Status

Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation FDIC Treatment of Brokered Deposits Section 11 of the Home Owners Loan Act Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Reg BI ESG Disclosure Simplification Act of 2021 (H.R. 1187) Housing Finance Reform Diversity and Inclusion CARES ACT American Rescue Plan (H.R. 1319) Paycheck Protection Program ESG Investing Form 13F E-SIGN Modernization Warehouse Lending Climate Change Closed End Funds Renewable Fuel Standard/Biofuels Increasing Investor Opportunities Act (H.R. 4262) Build Back Better Act

Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation FDIC Treatment of Brokered Deposits Section 11 of the Home Owners Loan Act Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Reg BI ESG Disclosure Simplification Act of 2021 (H.R. 1187) Housing Finance Reform Diversity and Inclusion CARES ACT American Rescue Plan (H.R. 1319) Paycheck Protection Program ESG Investing Form 13F E-SIGN Modernization Warehouse Lending Climate Change Closed End Funds Renewable Fuel Standard/Biofuels Increasing Investor Opportunities Act (H.R. 4262) Build Back Better Act LIBOR Sustainable Finance

Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation FDIC Treatment of Brokered Deposits Section 11 of the Home Owners Loan Act Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Reg BI ESG Disclosure Simplification Act of 2021 (H.R. 1187) Housing Finance Reform Diversity and Inclusion CARES ACT American Rescue Plan (H.R. 1319) Paycheck Protection Program ESG Investing Form 13F E-SIGN Modernization Warehouse Lending Climate Change Closed End Funds Renewable Fuel Standard/Biofuels Increasing Investor Opportunities Act (H.R. 4262) Build Back Better Act LIBOR Sustainable Finance

Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation FDIC Treatment of Brokered Deposits Section 11 of the Home Owners Loan Act Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Reg BI ESG Disclosure Simplification Act of 2021 (H.R. 1187) Housing Finance Reform Diversity and Inclusion CARES ACT American Rescue Plan (H.R. 1319) Paycheck Protection Program ESG Investing Form 13F E-SIGN Modernization Warehouse Lending Climate Change Closed End Funds Renewable Fuel Standard/Biofuels Increasing Investor Opportunities Act (H.R. 4262)

Retirement Security as in the following bills: - Automatic Retirement Plan Act (reintroduced as part of the Build Back Better Act) - Retirement Security and Savings Act (S. 1770) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) - The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) - Securing a Strong Retirement Act (H.R. 2954) - Lifetime Income for Employees Act (Not yet reintroduced) - Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 3644) - Enhancing Emergency and Retirement Savings Act (S. 1870) - Financial Factors in Selecting Retirement Plan Investments Act (S. 1762/ H.R. 3387) - Womens Pension Protection Act (S. 2446) - Retirement Improvement and Savings Enhancement Act (H.R. 5891) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act ESG Investments Proxy Voting Emergency Savings Build Back Better Act

Retirement Security as in the following bills: - Automatic Retirement Plan Act (reintroduced as part of the Build Back Better Act) - Retirement Security and Savings Act (S. 1770) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) - The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) - Securing a Strong Retirement Act (H.R. 2954) - Lifetime Income for Employees Act (Not yet reintroduced) - Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 3644) - Enhancing Emergency and Retirement Savings Act (S. 1870) - Financial Factors in Selecting Retirement Plan Investments Act (S. 1762/ H.R. 3387) - Womens Pension Protection Act (S. 2446) - Retirement Improvement and Savings Enhancement Act (H.R. 5891) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act ESG Investments Proxy Voting Emergency Savings Build Back Better Act

Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Infrastructure investment by Life Insurers Retirement Security and Savings Act (S. 1431) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: Retirement Parity for Student Loans Act (S. 1428) Stretch IRA Employer Participation in Repayment Act (HR 1043/S. 460) The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) Pandemic Healthcare Access Act S.3546/H.R.6338 Personalized Care Act of 2021 (S. 153 and H.R. 725) Student Loans Remote Notarization General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds

Tax Reform Included in the Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Infrastructure Investment by Life Insurers The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) Student Loans - American Rescue Plan (H.R. 1319) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) Employer Participation in Repayment Act Health Savings Accounts (HSAs) - Pandemic Healthcare Access Act (H.R. 295) - Personalized Care Act of 2021 (S. 153 and H.R. 725) Remote Notarization - SECURE Notarization Act (H.R. 3962/S. 1625) General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds Emergency Savings Build Back Better Act Prohibition of IRA Investments Conditioned on Account Holders Status

Tax Reform Included in the Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Infrastructure Investment by Life Insurers The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) Student Loans - American Rescue Plan (H.R. 1319) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) Employer Participation in Repayment Act Health Savings Accounts (HSAs) - Pandemic Healthcare Access Act (H.R. 295) - Personalized Care Act of 2021 (S. 153 and H.R. 725) Remote Notarization - SECURE Notarization Act (H.R. 3962/S. 1625) General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds Emergency Savings Build Back Better Act Prohibition of IRA Investments Conditioned on Account Holders Status

Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Infrastructure investment by Life Insurers Retirement Security and Savings Act (S. 1770) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: Retirement Parity for Student Loans Act (S. 1443) (H.R. 2917) American Rescue Plan (H.R. 1319) Employer Participation in Repayment Act (HR 1043/S. 460) The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) - Pandemic Healthcare Access Act S.3546/H.R.6338 - Personalized Care Act of 2021 (S. 153 and H.R. 725) Student Loans Remote Notarization, H.R. 3962 SECURE Notarization Act General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds

Tax Reform Included in the Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Infrastructure Investment by Life Insurers The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) Student Loans - American Rescue Plan (H.R. 1319) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) Employer Participation in Repayment Act Health Savings Accounts (HSAs) - Pandemic Healthcare Access Act (H.R. 295) - Personalized Care Act of 2021 (S. 153 and H.R. 725) Remote Notarization - SECURE Notarization Act (H.R. 3962/S. 1625) General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds Emergency Savings Build Back Better Act

Retirement Security as in the following bills: - Automatic Retirement Plan Act (reintroduced as part of the Build Back Better Act) - Retirement Security and Savings Act (S. 1770) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) - The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) - Securing a Strong Retirement Act (H.R. 2954) - Lifetime Income for Employees Act (Not yet reintroduced) - Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 3644) - Enhancing Emergency and Retirement Savings Act (S. 1870) - Financial Factors in Selecting Retirement Plan Investments Act (S. 1762/ H.R. 3387) - Womens Pension Protection Act (S. 2446) - Retirement Improvement and Savings Enhancement Act (H.R. 5891) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act ESG Investments Proxy Voting Emergency Savings Build Back Better Act

Tax Reform Included in the Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Infrastructure Investment by Life Insurers The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) Student Loans - American Rescue Plan (H.R. 1319) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) Employer Participation in Repayment Act Health Savings Accounts (HSAs) - Pandemic Healthcare Access Act (H.R. 295) - Personalized Care Act of 2021 (S. 153 and H.R. 725) Remote Notarization - SECURE Notarization Act (H.R. 3962/S. 1625) General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds Emergency Savings Build Back Better Act

Tax Reform Included in the Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Infrastructure Investment by Life Insurers The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) Student Loans - American Rescue Plan (H.R. 1319) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) Employer Participation in Repayment Act Health Savings Accounts (HSAs) - Pandemic Healthcare Access Act (H.R. 295) - Personalized Care Act of 2021 (S. 153 and H.R. 725) Remote Notarization - SECURE Notarization Act (H.R. 3962/S. 1625) General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds Emergency Savings Build Back Better Act Prohibition of IRA Investments Conditioned on Account Holders Status

Retirement Security as in the following bills: - Automatic Retirement Plan Act (reintroduced as part of the Build Back Better Act) - Retirement Security and Savings Act (S. 1770) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) - The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) - Securing a Strong Retirement Act (H.R. 2954) - Lifetime Income for Employees Act (Not yet reintroduced) - Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 3644) - Enhancing Emergency and Retirement Savings Act (S. 1870) - Financial Factors in Selecting Retirement Plan Investments Act (S. 1762/ H.R. 3387) - Womens Pension Protection Act (S. 2446) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act ESG Investments Proxy Voting Emergency Savings Build Back Better Act

Retirement Security as in the following bills: - Automatic Retirement Plan Act (reintroduced as part of the Build Back Better Act) - Retirement Security and Savings Act (S. 1770) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) - The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) - Securing a Strong Retirement Act (H.R. 2954) - Lifetime Income for Employees Act (Not yet reintroduced) - Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 3644) - Enhancing Emergency and Retirement Savings Act (S. 1870) - Financial Factors in Selecting Retirement Plan Investments Act (S. 1762/ H.R. 3387) - Womens Pension Protection Act (S. 2446) - Retirement Improvement and Savings Enhancement Act (H.R. 5891) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act ESG Investments Proxy Voting Emergency Savings Build Back Better Act

Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Infrastructure investment by Life Insurers Retirement Security and Savings Act (S. 1770) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: Retirement Parity for Student Loans Act (S. 1443) (H.R. 2917) American Rescue Plan (H.R. 1319) Employer Participation in Repayment Act (HR 1043/S. 460) The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) - Pandemic Healthcare Access Act S.3546/H.R.6338 - Personalized Care Act of 2021 (S. 153 and H.R. 725) Student Loans Remote Notarization, H.R. 3962 SECURE Notarization Act General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds

Retirement Security as in the following bills: - Automatic Retirement Plan Act (Not yet reintroduced) - Retirement Security and Savings Act (S. 1770) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) - The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) - Securing a Strong Retirement Act (H.R. 2954) - Lifetime Income for Employees Act (Not yet reintroduced) - Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 3644) - Enhancing Emergency and Retirement Savings Act (S. 1870) - Financial Factors in Selecting Retirement Plan Investments Act (S. 1762/ H.R. 3387) - Womens Pension Protection Act (Not yet reintroduced) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act ESG Investments Proxy Voting Emergency Savings

Tax Reform Included in the Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Infrastructure Investment by Life Insurers The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) Student Loans - American Rescue Plan (H.R. 1319) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) Employer Participation in Repayment Act Health Savings Accounts (HSAs) - Pandemic Healthcare Access Act (H.R. 295) - Personalized Care Act of 2021 (S. 153 and H.R. 725) Remote Notarization - SECURE Notarization Act (H.R. 3962/S. 1625) General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds Emergency Savings Build Back Better Act Prohibition of IRA Investments Conditioned on Account Holders Status

Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Infrastructure investment by Life Insurers Retirement Security and Savings Act (S. 1431) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: Retirement Parity for Student Loans Act (S. 1428) Stretch IRA Employer Participation in Repayment Act (HR 1043/S. 460) The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) Pandemic Healthcare Access Act S.3546/H.R.6338 Personalized Care Act of 2021 (S. 153 and H.R. 725) Student Loans Remote Notarization General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds

Tax Reform Included in the Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Infrastructure Investment by Life Insurers The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) Student Loans - American Rescue Plan (H.R. 1319) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) Employer Participation in Repayment Act Health Savings Accounts (HSAs) - Pandemic Healthcare Access Act (H.R. 295) - Personalized Care Act of 2021 (S. 153 and H.R. 725) Remote Notarization - SECURE Notarization Act (H.R. 3962/S. 1625) General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds Emergency Savings Build Back Better Act Prohibition of IRA Investments Conditioned on Account Holders Status

Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Infrastructure investment by Life Insurers Retirement Security and Savings Act (S. 1770) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: Retirement Parity for Student Loans Act (S. 1443) (H.R. 2917) American Rescue Plan (H.R. 1319) Employer Participation in Repayment Act (HR 1043/S. 460) The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) - Pandemic Healthcare Access Act S.3546/H.R.6338 - Personalized Care Act of 2021 (S. 153 and H.R. 725) Student Loans Remote Notarization, H.R. 3962 SECURE Notarization Act General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds

Tax Reform Included in the Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Infrastructure Investment by Life Insurers The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) Student Loans - American Rescue Plan (H.R. 1319) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) Employer Participation in Repayment Act Health Savings Accounts (HSAs) - Pandemic Healthcare Access Act (H.R. 295) - Personalized Care Act of 2021 (S. 153 and H.R. 725) Remote Notarization - SECURE Notarization Act (H.R. 3962/S. 1625) General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds Emergency Savings Build Back Better Act

Tax Reform Included in the Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Infrastructure Investment by Life Insurers The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) Student Loans - American Rescue Plan (H.R. 1319) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) Employer Participation in Repayment Act Health Savings Accounts (HSAs) - Pandemic Healthcare Access Act (H.R. 295) - Personalized Care Act of 2021 (S. 153 and H.R. 725) Remote Notarization - SECURE Notarization Act (H.R. 3962/S. 1625) General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds Emergency Savings Build Back Better Act Prohibition of IRA Investments Conditioned on Account Holders Status

Tax Reform Included in the Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Infrastructure Investment by Life Insurers The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) Student Loans - American Rescue Plan (H.R. 1319) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) Employer Participation in Repayment Act Health Savings Accounts (HSAs) - Pandemic Healthcare Access Act (H.R. 295) - Personalized Care Act of 2021 (S. 153 and H.R. 725) Remote Notarization - SECURE Notarization Act (H.R. 3962/S. 1625) General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds Emergency Savings Build Back Better Act Prohibition of IRA Investments Conditioned on Account Holders Status

Tax Reform Included in the Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Infrastructure Investment by Life Insurers The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) Student Loans - American Rescue Plan (H.R. 1319) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) Employer Participation in Repayment Act Health Savings Accounts (HSAs) - Pandemic Healthcare Access Act (H.R. 295) - Personalized Care Act of 2021 (S. 153 and H.R. 725) Remote Notarization - SECURE Notarization Act (H.R. 3962/S. 1625) General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds Emergency Savings Build Back Better Act

Tax Reform Included in the Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Infrastructure Investment by Life Insurers The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) Student Loans - American Rescue Plan (H.R. 1319) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) Employer Participation in Repayment Act Health Savings Accounts (HSAs) - Pandemic Healthcare Access Act (H.R. 295) - Personalized Care Act of 2021 (S. 153 and H.R. 725) Remote Notarization - SECURE Notarization Act (H.R. 3962/S. 1625) General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds Emergency Savings Build Back Better Act Prohibition of IRA Investments Conditioned on Account Holders Status

Retirement Security as in the following bills: - Automatic Retirement Plan Act (reintroduced as part of the Build Back Better Act) - Retirement Security and Savings Act (S. 1770) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) - The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) - Securing a Strong Retirement Act (H.R. 2954) - Lifetime Income for Employees Act (Not yet reintroduced) - Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 3644) - Enhancing Emergency and Retirement Savings Act (S. 1870) - Financial Factors in Selecting Retirement Plan Investments Act (S. 1762/ H.R. 3387) - Womens Pension Protection Act (S. 2446) - Retirement Improvement and Savings Enhancement Act (H.R. 5891) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act ESG Investments Proxy Voting Emergency Savings Build Back Better Act

Retirement Security as in the following bills: - Automatic Retirement Plan Act (Not yet reintroduced) - Retirement Security and Savings Act (S. 1770) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) - The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) - Securing a Strong Retirement Act (H.R. 2954) - Lifetime Income for Employees Act (Not yet reintroduced) - Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 3644) - Enhancing Emergency and Retirement Savings Act (S. 1870) - Financial Factors in Selecting Retirement Plan Investments Act (S. 1762/ H.R. 3387) - Womens Pension Protection Act (Not yet reintroduced) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act ESG Investments Proxy Voting Emergency Savings

Retirement Security as in the following bills: - Automatic Retirement Plan Act (reintroduced as part of the Build Back Better Act) - Retirement Security and Savings Act (S. 1770) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) - The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) - Securing a Strong Retirement Act (H.R. 2954) - Lifetime Income for Employees Act (Not yet reintroduced) - Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 3644) - Enhancing Emergency and Retirement Savings Act (S. 1870) - Financial Factors in Selecting Retirement Plan Investments Act (S. 1762/ H.R. 3387) - Womens Pension Protection Act (S. 2446) - Retirement Improvement and Savings Enhancement Act (H.R. 5891) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act ESG Investments Proxy Voting Emergency Savings Build Back Better Act

Retirement Security as in the following bills: - Automatic Retirement Plan Act (reintroduced as part of the Build Back Better Act) - Retirement Security and Savings Act (S. 1770) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) - The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) - Securing a Strong Retirement Act (H.R. 2954) - Lifetime Income for Employees Act (Not yet reintroduced) - Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 3644) - Enhancing Emergency and Retirement Savings Act (S. 1870) - Financial Factors in Selecting Retirement Plan Investments Act (S. 1762/ H.R. 3387) - Womens Pension Protection Act (S. 2446) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act ESG Investments Proxy Voting Emergency Savings Build Back Better Act

Retirement Security as in the following bills: - Automatic Retirement Plan Act (reintroduced as part of the Build Back Better Act) - Retirement Security and Savings Act (S. 1770) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) - The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) - Securing a Strong Retirement Act (H.R. 2954) - Lifetime Income for Employees Act (Not yet reintroduced) - Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 3644) - Enhancing Emergency and Retirement Savings Act (S. 1870) - Financial Factors in Selecting Retirement Plan Investments Act (S. 1762/ H.R. 3387) - Womens Pension Protection Act (S. 2446) - Retirement Improvement and Savings Enhancement Act (H.R. 5891) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act ESG Investments Proxy Voting Emergency Savings Build Back Better Act

Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Infrastructure investment by Life Insurers Retirement Security and Savings Act (S. 1770) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: Retirement Parity for Student Loans Act (S. 1443) (H.R. 2917) American Rescue Plan (H.R. 1319) Employer Participation in Repayment Act (HR 1043/S. 460) The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) - Pandemic Healthcare Access Act S.3546/H.R.6338 - Personalized Care Act of 2021 (S. 153 and H.R. 725) Student Loans Remote Notarization, H.R. 3962 SECURE Notarization Act General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds

Retirement Security as in the following bills: - Automatic Retirement Plan Act (Not yet reintroduced) - Retirement Security and Savings Act (S. 1770) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) - The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) - Securing a Strong Retirement Act (H.R. 2954) - Lifetime Income for Employees Act (Not yet reintroduced) - Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 3644) - Enhancing Emergency and Retirement Savings Act (S. 1870) - Financial Factors in Selecting Retirement Plan Investments Act (S. 1762/ H.R. 3387) - Womens Pension Protection Act (Not yet reintroduced) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act ESG Investments Proxy Voting Emergency Savings

Retirement Security as in the following bills: - Automatic Retirement Plan Act (reintroduced as part of the Build Back Better Act) - Retirement Security and Savings Act (S. 1770) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) - The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) - Securing a Strong Retirement Act (H.R. 2954) - Lifetime Income for Employees Act (Not yet reintroduced) - Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 3644) - Enhancing Emergency and Retirement Savings Act (S. 1870) - Financial Factors in Selecting Retirement Plan Investments Act (S. 1762/ H.R. 3387) - Womens Pension Protection Act (S. 2446) - Retirement Improvement and Savings Enhancement Act (H.R. 5891) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act ESG Investments Proxy Voting Emergency Savings Build Back Better Act

Retirement Security as in the following bills: - Automatic Retirement Plan Act (reintroduced as part of the Build Back Better Act) - Retirement Security and Savings Act (S. 1770) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) - The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) - Securing a Strong Retirement Act (H.R. 2954) - Lifetime Income for Employees Act (Not yet reintroduced) - Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 3644) - Enhancing Emergency and Retirement Savings Act (S. 1870) - Financial Factors in Selecting Retirement Plan Investments Act (S. 1762/ H.R. 3387) - Womens Pension Protection Act (S. 2446) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act ESG Investments Proxy Voting Emergency Savings Build Back Better Act

Retirement Security as in the following bills: - Automatic Retirement Plan Act (reintroduced as part of the Build Back Better Act) - Retirement Security and Savings Act (S. 1770) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) - The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) - Securing a Strong Retirement Act (H.R. 2954) - Lifetime Income for Employees Act (Not yet reintroduced) - Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 3644) - Enhancing Emergency and Retirement Savings Act (S. 1870) - Financial Factors in Selecting Retirement Plan Investments Act (S. 1762/ H.R. 3387) - Womens Pension Protection Act (S. 2446) - Retirement Improvement and Savings Enhancement Act (H.R. 5891) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act ESG Investments Proxy Voting Emergency Savings Build Back Better Act

Retirement Security as in the following bills: - Automatic Retirement Plan Act (reintroduced as part of the Build Back Better Act) - Retirement Security and Savings Act (S. 1770) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) - The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) - Securing a Strong Retirement Act (H.R. 2954) - Lifetime Income for Employees Act (Not yet reintroduced) - Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 3644) - Enhancing Emergency and Retirement Savings Act (S. 1870) - Financial Factors in Selecting Retirement Plan Investments Act (S. 1762/ H.R. 3387) - Womens Pension Protection Act (S. 2446) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act ESG Investments Proxy Voting Emergency Savings Build Back Better Act

Retirement Security as in the following bills: - Automatic Retirement Plan Act (Not yet reintroduced) - Retirement Security and Savings Act (S. 1770) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) - The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) - Securing a Strong Retirement Act (H.R. 2954) - Lifetime Income for Employees Act (Not yet reintroduced) - Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 3644) - Enhancing Emergency and Retirement Savings Act (S. 1870) - Financial Factors in Selecting Retirement Plan Investments Act (S. 1762/ H.R. 3387) - Womens Pension Protection Act (Not yet reintroduced) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act ESG Investments Proxy Voting Emergency Savings

Retirement Security as in the following bills: - Automatic Retirement Plan Act (reintroduced as part of the Build Back Better Act) - Retirement Security and Savings Act (S. 1770) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) - The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) - Securing a Strong Retirement Act (H.R. 2954) - Lifetime Income for Employees Act (Not yet reintroduced) - Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 3644) - Enhancing Emergency and Retirement Savings Act (S. 1870) - Financial Factors in Selecting Retirement Plan Investments Act (S. 1762/ H.R. 3387) - Womens Pension Protection Act (S. 2446) - Retirement Improvement and Savings Enhancement Act (H.R. 5891) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act ESG Investments Proxy Voting Emergency Savings Build Back Better Act

Retirement Security as in the following bills: - Automatic Retirement Plan Act (reintroduced as part of the Build Back Better Act) - Retirement Security and Savings Act (S. 1770) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) - The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) - Securing a Strong Retirement Act (H.R. 2954) - Lifetime Income for Employees Act (Not yet reintroduced) - Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 3644) - Enhancing Emergency and Retirement Savings Act (S. 1870) - Financial Factors in Selecting Retirement Plan Investments Act (S. 1762/ H.R. 3387) - Womens Pension Protection Act (S. 2446) - Retirement Improvement and Savings Enhancement Act (H.R. 5891) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act ESG Investments Proxy Voting Emergency Savings Build Back Better Act

Retirement Security as in the following bills: - Automatic Retirement Plan Act (reintroduced as part of the Build Back Better Act) - Retirement Security and Savings Act (S. 1770) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) - The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) - Securing a Strong Retirement Act (H.R. 2954) - Lifetime Income for Employees Act (Not yet reintroduced) - Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 3644) - Enhancing Emergency and Retirement Savings Act (S. 1870) - Financial Factors in Selecting Retirement Plan Investments Act (S. 1762/ H.R. 3387) - Womens Pension Protection Act (S. 2446) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act ESG Investments Proxy Voting Emergency Savings Build Back Better Act

Retirement Security as in the following bills: - Automatic Retirement Plan Act (reintroduced as part of the Build Back Better Act) - Retirement Security and Savings Act (S. 1770) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) - The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) - Securing a Strong Retirement Act (H.R. 2954) - Lifetime Income for Employees Act (Not yet reintroduced) - Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 3644) - Enhancing Emergency and Retirement Savings Act (S. 1870) - Financial Factors in Selecting Retirement Plan Investments Act (S. 1762/ H.R. 3387) - Womens Pension Protection Act (S. 2446) - Retirement Improvement and Savings Enhancement Act (H.R. 5891) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act ESG Investments Proxy Voting Emergency Savings Build Back Better Act

Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Infrastructure investment by Life Insurers Retirement Security and Savings Act (S. 1431) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: Retirement Parity for Student Loans Act (S. 1428) Stretch IRA Employer Participation in Repayment Act (HR 1043/S. 460) The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) Pandemic Healthcare Access Act S.3546/H.R.6338 Personalized Care Act of 2021 (S. 153 and H.R. 725) Student Loans Remote Notarization General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds

Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Infrastructure investment by Life Insurers Retirement Security and Savings Act (S. 1431) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: Retirement Parity for Student Loans Act (S. 1428) Stretch IRA Employer Participation in Repayment Act (HR 1043/S. 460) The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) Pandemic Healthcare Access Act S.3546/H.R.6338 Personalized Care Act of 2021 (S. 153 and H.R. 725) Student Loans Remote Notarization General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds

Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Infrastructure investment by Life Insurers Retirement Security and Savings Act (S. 1770) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: Retirement Parity for Student Loans Act (S. 1443) (H.R. 2917) American Rescue Plan (H.R. 1319) Employer Participation in Repayment Act (HR 1043/S. 460) The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) - Pandemic Healthcare Access Act S.3546/H.R.6338 - Personalized Care Act of 2021 (S. 153 and H.R. 725) Student Loans Remote Notarization, H.R. 3962 SECURE Notarization Act General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds

Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation FDIC Treatment of Brokered Deposits Section 11 of the Home Owners Loan Act Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Reg BI ESG Disclosure Simplification Act of 2019 (H.R. 4329) ESG Disclosure Simplification Act of 2020 (H.R. 1187) Housing Finance Reform Diversity and Inclusion CARES ACT H.R. 1319 American Rescue Plan Paycheck Protection Program ESG Investing Form 13F E-SIGN Modernization Warehouse Lending Troubled Debt Restructuring Climate Change Closed End Funds Renewable Fuel Standard/Biofuels Increasing Investor Opportunities Act

Tax Reform Included in the Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Infrastructure Investment by Life Insurers The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) Student Loans - American Rescue Plan (H.R. 1319) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) Employer Participation in Repayment Act Health Savings Accounts (HSAs) - Pandemic Healthcare Access Act (H.R. 295) - Personalized Care Act of 2021 (S. 153 and H.R. 725) Remote Notarization - SECURE Notarization Act (H.R. 3962/S. 1625) General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds Emergency Savings Build Back Better Act

Retirement Security as in the following bills: - Automatic Retirement Plan Act (reintroduced as part of the Build Back Better Act) - Retirement Security and Savings Act (S. 1770) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) - The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) - Securing a Strong Retirement Act (H.R. 2954) - Lifetime Income for Employees Act (Not yet reintroduced) - Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 3644) - Enhancing Emergency and Retirement Savings Act (S. 1870) - Financial Factors in Selecting Retirement Plan Investments Act (S. 1762/ H.R. 3387) - Womens Pension Protection Act (S. 2446) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act ESG Investments Proxy Voting Emergency Savings Build Back Better Act

Retirement Security as in the following bills: - Automatic Retirement Plan Act (reintroduced as part of the Build Back Better Act) - Retirement Security and Savings Act (S. 1770) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) - The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) - Securing a Strong Retirement Act (H.R. 2954) - Lifetime Income for Employees Act (Not yet reintroduced) - Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 3644) - Enhancing Emergency and Retirement Savings Act (S. 1870) - Financial Factors in Selecting Retirement Plan Investments Act (S. 1762/ H.R. 3387) - Womens Pension Protection Act (S. 2446) - Retirement Improvement and Savings Enhancement Act (H.R. 5891) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act ESG Investments Proxy Voting Emergency Savings Build Back Better Act

Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Infrastructure investment by Life Insurers Retirement Security and Savings Act (S. 1431) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: Retirement Parity for Student Loans Act (S. 1428) Stretch IRA Employer Participation in Repayment Act (HR 1043/S. 460) The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) Pandemic Healthcare Access Act S.3546/H.R.6338 Personalized Care Act of 2021 (S. 153 and H.R. 725) Student Loans Remote Notarization General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds

Retirement Security as in the following bills: - Automatic Retirement Plan Act (Not yet reintroduced) - Retirement Security and Savings Act (S. 1770) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) - The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) - Securing a Strong Retirement Act (H.R. 2954) - Lifetime Income for Employees Act (Not yet reintroduced) - Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 3644) - Enhancing Emergency and Retirement Savings Act (S. 1870) - Financial Factors in Selecting Retirement Plan Investments Act (S. 1762/ H.R. 3387) - Womens Pension Protection Act (Not yet reintroduced) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act ESG Investments Proxy Voting Emergency Savings

Retirement Security as in the following bills: - Automatic Retirement Plan Act (reintroduced as part of the Build Back Better Act) - Retirement Security and Savings Act (S. 1770) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) - The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) - Securing a Strong Retirement Act (H.R. 2954) - Lifetime Income for Employees Act (Not yet reintroduced) - Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 3644) - Enhancing Emergency and Retirement Savings Act (S. 1870) - Financial Factors in Selecting Retirement Plan Investments Act (S. 1762/ H.R. 3387) - Womens Pension Protection Act (S. 2446) - Retirement Improvement and Savings Enhancement Act (H.R. 5891) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act ESG Investments Proxy Voting Emergency Savings Build Back Better Act

Tax Reform Included in the Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Infrastructure Investment by Life Insurers The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) Student Loans - American Rescue Plan (H.R. 1319) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) Employer Participation in Repayment Act Health Savings Accounts (HSAs) - Pandemic Healthcare Access Act (H.R. 295) - Personalized Care Act of 2021 (S. 153 and H.R. 725) Remote Notarization - SECURE Notarization Act (H.R. 3962/S. 1625) General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds Emergency Savings Build Back Better Act Prohibition of IRA Investments Conditioned on Account Holders Status

Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Infrastructure investment by Life Insurers Retirement Security and Savings Act (S. 1770) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: Retirement Parity for Student Loans Act (S. 1443) (H.R. 2917) American Rescue Plan (H.R. 1319) Employer Participation in Repayment Act (HR 1043/S. 460) The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) - Pandemic Healthcare Access Act S.3546/H.R.6338 - Personalized Care Act of 2021 (S. 153 and H.R. 725) Student Loans Remote Notarization, H.R. 3962 SECURE Notarization Act General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds

Retirement Security as in the following bills: Automatic Retirement Plan Act (Not yet reintroduced) Retirement Security and Savings Act (S. 1431) Retirement Parity for Student Loans Act (S. 1428) The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) Securing a Strong Retirement Act (H.R. 8696) Lifetime Income for Employees Act (H.R. 8990) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Infrastructure Student Loans Remote Notarization General Account Products CARES Act ESG Investments Proxy Voting

Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Infrastructure investment by Life Insurers Retirement Security and Savings Act (S. 1770) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: Retirement Parity for Student Loans Act (S. 1443) (H.R. 2917) American Rescue Plan (H.R. 1319) Employer Participation in Repayment Act (HR 1043/S. 460) The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) - Pandemic Healthcare Access Act S.3546/H.R.6338 - Personalized Care Act of 2021 (S. 153 and H.R. 725) Student Loans Remote Notarization, H.R. 3962 SECURE Notarization Act General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds

Tax Reform included in Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Reserve Deductions Retirement Enhancement and Savings Act (S. 972, H.R. 1007) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Infrastructure investment by Life Insurers Retirement Security and Savings Act (S. 1431) The Setting Every Community Up for Retirement Enhancement Act (HR 1994) Student Loans as in the following bill: Retirement Parity for Student Loans Act (S. 1428) Stretch IRA Employer Participation in Repayment Act (HR 1043/S. 460) The Taxpayer First Act (HR 3151) Health Savings Accounts (HSAs) Pandemic Healthcare Access Act S.3546/H.R.6338 Personalized Care Act of 2021 (S. 153 and H.R. 725) Student Loans Remote Notarization General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds

Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation FDIC Treatment of Brokered Deposits Section 11 of the Home Owners Loan Act Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Reg BI ESG Disclosure Simplification Act of 2019 (H.R. 4329) ESG Disclosure Simplification Act of 2020 (H.R. 1187) Housing Finance Reform Diversity and Inclusion CARES ACT H.R. 1319 American Rescue Plan Paycheck Protection Program ESG Investing Form 13F E-SIGN Modernization Warehouse Lending Troubled Debt Restructuring Climate Change Closed End Funds Renewable Fuel Standard/Biofuels Increasing Investor Opportunities Act