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Reported covered position: Legislative Director for Representative Carolyn B. Maloney
How to read the money
Income and expense are whole-filing amounts associated with this lobbyist, not personal compensation or an allocated share.
No topic inference: each bill number appears in source LDA issue text assigned to this lobbyist.
Retirement Fairness for Charities and Educational Institutions Act of 2025
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Access to Workplace Retirement Plans o Automatic IRA Act of 2025 (H.R. 6722) Retirement Income Education Providing parity for investment options in 403(b) plans o Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424); o INVEST Act of 2025 (H.R. 3383) Helping Young Americans Save for Retirement Act (H.R. 4718, S. 1707) Auto Reenroll Act (S. 1831) Independent Retirement Fairness Act (S. 2217) Retirement Simplification and Clarity Act of 2025 (H.R. 6324)
Retirement Fairness for Charities and Educational Institutions Act of 2025
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
Closed End Funds o Increasing Investor Opportunities Act; INVEST Act of 2025 (H.R. 3383) Providing parity for investment options in 403(b) plans o Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424); INVEST Act of 2025 (H.R. 3383)
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Access to Workplace Retirement Plans o Automatic IRA Act of 2025 (H.R. 6722) Retirement Income Education Providing parity for investment options in 403(b) plans o Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424); o INVEST Act of 2025 (H.R. 3383) Helping Young Americans Save for Retirement Act (H.R. 4718, S. 1707) Auto Reenroll Act (S. 1831) Independent Retirement Fairness Act (S. 2217) Retirement Simplification and Clarity Act of 2025 (H.R. 6324)
Source: Senate LDA
Closed End Funds o Increasing Investor Opportunities Act; INVEST Act of 2025 (H.R. 3383) Providing parity for investment options in 403(b) plans o Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424); INVEST Act of 2025 (H.R. 3383)
Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Access to Workplace Retirement Plans o Automatic IRA Act of 2025 (H.R. 6722) Retirement Income Education Providing parity for investment options in 403(b) plans o Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424); o INVEST Act of 2025 (H.R. 3383) Helping Young Americans Save for Retirement Act (H.R. 4718, S. 1707) Auto Reenroll Act (S. 1831) Independent Retirement Fairness Act (S. 2217) Retirement Simplification and Clarity Act of 2025 (H.R. 6324)
Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025
Closed End Funds o Increasing Investor Opportunities Act; INVEST Act of 2025 (H.R. 3383) Providing parity for investment options in 403(b) plans o Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424); INVEST Act of 2025 (H.R. 3383)
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Access to Workplace Retirement Plans o Automatic IRA Act of 2025 (H.R. 6722) Retirement Income Education Providing parity for investment options in 403(b) plans o Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424); o INVEST Act of 2025 (H.R. 3383) Helping Young Americans Save for Retirement Act (H.R. 4718, S. 1707) Auto Reenroll Act (S. 1831) Independent Retirement Fairness Act (S. 2217) Retirement Simplification and Clarity Act of 2025 (H.R. 6324)
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Access to Workplace Retirement Plans o Automatic IRA Act of 2025 (H.R. 6722) Retirement Income Education Providing parity for investment options in 403(b) plans o Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424); o INVEST Act of 2025 (H.R. 3383) Helping Young Americans Save for Retirement Act (H.R. 4718, S. 1707) Auto Reenroll Act (S. 1831) Independent Retirement Fairness Act (S. 2217) Retirement Simplification and Clarity Act of 2025 (H.R. 6324)
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Access to Workplace Retirement Plans o Automatic IRA Act of 2025 (H.R. 6722) Retirement Income Education Providing parity for investment options in 403(b) plans o Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424); o INVEST Act of 2025 (H.R. 3383) Helping Young Americans Save for Retirement Act (H.R. 4718, S. 1707) Auto Reenroll Act (S. 1831) Independent Retirement Fairness Act (S. 2217) Retirement Simplification and Clarity Act of 2025 (H.R. 6324)
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Access to Workplace Retirement Plans o Automatic IRA Act of 2025 (H.R. 6722) Retirement Income Education Providing parity for investment options in 403(b) plans o Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424); o INVEST Act of 2025 (H.R. 3383) Helping Young Americans Save for Retirement Act (H.R. 4718, S. 1707) Auto Reenroll Act (S. 1831) Independent Retirement Fairness Act (S. 2217) Retirement Simplification and Clarity Act of 2025 (H.R. 6324)
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Access to Workplace Retirement Plans o Automatic IRA Act of 2025 (H.R. 6722) Retirement Income Education Providing parity for investment options in 403(b) plans o Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424); o INVEST Act of 2025 (H.R. 3383) Helping Young Americans Save for Retirement Act (H.R. 4718, S. 1707) Auto Reenroll Act (S. 1831) Independent Retirement Fairness Act (S. 2217) Retirement Simplification and Clarity Act of 2025 (H.R. 6324)
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Access to Workplace Retirement Plans o Automatic IRA Act of 2025 (H.R. 6722) Retirement Income Education Providing parity for investment options in 403(b) plans o Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424); o INVEST Act of 2025 (H.R. 3383) Helping Young Americans Save for Retirement Act (H.R. 4718, S. 1707) Auto Reenroll Act (S. 1831) Independent Retirement Fairness Act (S. 2217) Retirement Simplification and Clarity Act of 2025 (H.R. 6324)
Retirement Fairness for Charities and Educational Institutions Act of 2025
Closed End Funds o Increasing Investor Opportunities Act; INVEST Act of 2025 (H.R. 3383) Providing parity for investment options in 403(b) plans o Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424); INVEST Act of 2025 (H.R. 3383)
Retirement Fairness for Charities and Educational Institutions Act of 2025
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Access to Workplace Retirement Plans o Automatic IRA Act of 2025 (H.R. 6722) Retirement Income Education Providing parity for investment options in 403(b) plans o Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424); o INVEST Act of 2025 (H.R. 3383) Helping Young Americans Save for Retirement Act (H.R. 4718, S. 1707) Auto Reenroll Act (S. 1831) Independent Retirement Fairness Act (S. 2217) Retirement Simplification and Clarity Act of 2025 (H.R. 6324)
An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.
Low-Income Housing Tax Credit (LIHTC) and related legislation Tax-deferred treatment of retirement plans Tax exempt status of municipal bonds One Big Beautiful Bill Act (H.R. 1) and related provisions
An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.
Low-Income Housing Tax Credit (LIHTC) and related legislation Tax-deferred treatment of retirement plans Tax exempt status of municipal bonds One Big Beautiful Bill Act (H.R. 1) and related provisions
Retirement Fairness for Charities and Educational Institutions Act of 2025
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Access to Workplace Retirement Plans Providing for enhanced savings options for retirement plans Tax-Deferred Treatment of Retirement Plans Providing parity for investment options in 403(b) plans - Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424)
Retirement Fairness for Charities and Educational Institutions Act of 2025
Closed End Funds - Increasing Investor Opportunities Act Providing parity for investment options in 403(b) plans - Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424)
Retirement Fairness for Charities and Educational Institutions Act of 2025
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Access to Workplace Retirement Plans Tax-Deferred Treatment of Retirement Plans Providing parity for investment options in 403(b) plans - Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424)
Retirement Fairness for Charities and Educational Institutions Act of 2025
Closed End Funds - Increasing Investor Opportunities Act Providing parity for investment options in 403(b) plans - Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424)
Retirement Fairness for Charities and Educational Institutions Act of 2025
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Access to Workplace Retirement Plans Providing for enhanced savings options for retirement plans Tax-Deferred Treatment of Retirement Plans Providing parity for investment options in 403(b) plans - Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424)
Retirement Fairness for Charities and Educational Institutions Act of 2025
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Access to Workplace Retirement Plans o Automatic IRA Act of 2025 (H.R. 6722) Retirement Income Education Providing parity for investment options in 403(b) plans o Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424); o INVEST Act of 2025 (H.R. 3383) Helping Young Americans Save for Retirement Act (H.R. 4718, S. 1707) Auto Reenroll Act (S. 1831) Independent Retirement Fairness Act (S. 2217) Retirement Simplification and Clarity Act of 2025 (H.R. 6324)
Retirement Fairness for Charities and Educational Institutions Act of 2025
Closed End Funds o Increasing Investor Opportunities Act; INVEST Act of 2025 (H.R. 3383) Providing parity for investment options in 403(b) plans o Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424); INVEST Act of 2025 (H.R. 3383)
Retirement Fairness for Charities and Educational Institutions Act of 2025
Closed End Funds - Increasing Investor Opportunities Act Providing parity for investment options in 403(b) plans - Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424)
Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025
Closed End Funds o Increasing Investor Opportunities Act; INVEST Act of 2025 (H.R. 3383) Providing parity for investment options in 403(b) plans o Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424); INVEST Act of 2025 (H.R. 3383)
Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Access to Workplace Retirement Plans o Automatic IRA Act of 2025 (H.R. 6722) Retirement Income Education Providing parity for investment options in 403(b) plans o Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424); o INVEST Act of 2025 (H.R. 3383) Helping Young Americans Save for Retirement Act (H.R. 4718, S. 1707) Auto Reenroll Act (S. 1831) Independent Retirement Fairness Act (S. 2217) Retirement Simplification and Clarity Act of 2025 (H.R. 6324)
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Access to Workplace Retirement Plans o Automatic IRA Act of 2025 (H.R. 6722) Retirement Income Education Providing parity for investment options in 403(b) plans o Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424); o INVEST Act of 2025 (H.R. 3383) Helping Young Americans Save for Retirement Act (H.R. 4718, S. 1707) Auto Reenroll Act (S. 1831) Independent Retirement Fairness Act (S. 2217) Retirement Simplification and Clarity Act of 2025 (H.R. 6324)
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Access to Workplace Retirement Plans o Automatic IRA Act of 2025 (H.R. 6722) Retirement Income Education Providing parity for investment options in 403(b) plans o Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424); o INVEST Act of 2025 (H.R. 3383) Helping Young Americans Save for Retirement Act (H.R. 4718, S. 1707) Auto Reenroll Act (S. 1831) Independent Retirement Fairness Act (S. 2217) Retirement Simplification and Clarity Act of 2025 (H.R. 6324)
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Access to Workplace Retirement Plans o Automatic IRA Act of 2025 (H.R. 6722) Retirement Income Education Providing parity for investment options in 403(b) plans o Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424); o INVEST Act of 2025 (H.R. 3383) Helping Young Americans Save for Retirement Act (H.R. 4718, S. 1707) Auto Reenroll Act (S. 1831) Independent Retirement Fairness Act (S. 2217) Retirement Simplification and Clarity Act of 2025 (H.R. 6324)
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Access to Workplace Retirement Plans o Automatic IRA Act of 2025 (H.R. 6722) Retirement Income Education Providing parity for investment options in 403(b) plans o Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424); o INVEST Act of 2025 (H.R. 3383) Helping Young Americans Save for Retirement Act (H.R. 4718, S. 1707) Auto Reenroll Act (S. 1831) Independent Retirement Fairness Act (S. 2217) Retirement Simplification and Clarity Act of 2025 (H.R. 6324)
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Access to Workplace Retirement Plans o Automatic IRA Act of 2025 (H.R. 6722) Retirement Income Education Providing parity for investment options in 403(b) plans o Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424); o INVEST Act of 2025 (H.R. 3383) Helping Young Americans Save for Retirement Act (H.R. 4718, S. 1707) Auto Reenroll Act (S. 1831) Independent Retirement Fairness Act (S. 2217) Retirement Simplification and Clarity Act of 2025 (H.R. 6324)
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Access to Workplace Retirement Plans o Automatic IRA Act of 2025 (H.R. 6722) Retirement Income Education Providing parity for investment options in 403(b) plans o Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424); o INVEST Act of 2025 (H.R. 3383) Helping Young Americans Save for Retirement Act (H.R. 4718, S. 1707) Auto Reenroll Act (S. 1831) Independent Retirement Fairness Act (S. 2217) Retirement Simplification and Clarity Act of 2025 (H.R. 6324)
Retirement Fairness for Charities and Educational Institutions Act of 2025
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Access to Workplace Retirement Plans Providing for enhanced savings options for retirement plans Tax-Deferred Treatment of Retirement Plans Providing parity for investment options in 403(b) plans - Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424)
Retirement Fairness for Charities and Educational Institutions Act of 2025
Closed End Funds - Increasing Investor Opportunities Act Providing parity for investment options in 403(b) plans - Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424)
Retirement Fairness for Charities and Educational Institutions Act of 2025
Closed End Funds - Increasing Investor Opportunities Act Providing parity for investment options in 403(b) plans - Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424)
Retirement Fairness for Charities and Educational Institutions Act of 2025
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Access to Workplace Retirement Plans o Automatic IRA Act of 2025 (H.R. 6722) Retirement Income Education Providing parity for investment options in 403(b) plans o Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424); o INVEST Act of 2025 (H.R. 3383) Helping Young Americans Save for Retirement Act (H.R. 4718, S. 1707) Auto Reenroll Act (S. 1831) Independent Retirement Fairness Act (S. 2217) Retirement Simplification and Clarity Act of 2025 (H.R. 6324)
Retirement Fairness for Charities and Educational Institutions Act of 2025
Closed End Funds o Increasing Investor Opportunities Act; INVEST Act of 2025 (H.R. 3383) Providing parity for investment options in 403(b) plans o Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424); INVEST Act of 2025 (H.R. 3383)
Retirement Fairness for Charities and Educational Institutions Act of 2025
Closed End Funds - Increasing Investor Opportunities Act Providing parity for investment options in 403(b) plans - Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424)
Retirement Fairness for Charities and Educational Institutions Act of 2025
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Access to Workplace Retirement Plans Providing for enhanced savings options for retirement plans Tax-Deferred Treatment of Retirement Plans Providing parity for investment options in 403(b) plans - Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424)
Retirement Fairness for Charities and Educational Institutions Act of 2025
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Access to Workplace Retirement Plans Tax-Deferred Treatment of Retirement Plans Providing parity for investment options in 403(b) plans - Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424)
OECD Pillar Two Accounting Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lowering Costs for Caregivers Act of 2023 (S. 3254) Expanded Student Savers Tax Credit Act (H.R. 2641) Automatic IRA Act of 2024 (H.R. 7293) Low-Income Housing Tax Credit (LIHTC) and related legislation, including the Tax Relief for American Families and Workers Act (H.R. 7024)
Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lowering Costs for Caregivers Act of 2023 (H.R. 7222, S. 3254) Expanded Student Savers Tax Credit Act (H.R. 2641) Automatic IRA Act of 2024 (H.R. 7293) Low-Income Housing Tax Credit (LIHTC) and related legislation Tax-deferred treatment of retirement plans Credit for Caring Act of 2024 (H.R. 9281, S. 3305) Helping Young Americans Save for Retirement Act (H.R. 9281, S. 3305) Retirement Investment in Small Employers Act (H.R. 6007, S. 4398)
Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lowering Costs for Caregivers Act of 2023 (H.R. 7222, S. 3254) Expanded Student Savers Tax Credit Act (H.R. 2641) Automatic IRA Act of 2024 (H.R. 7293) Low-Income Housing Tax Credit (LIHTC) and related legislation, including the oTax Relief for American Families and Workers Act (H.R. 7024) Tax-deferred treatment of retirement plans Credit for Caring Act of 2024 (H.R. 9281, S. 3305) Helping Young Americans Save for Retirement Act (H.R. 9281, S. 3305) Retirement Investment in Small Employers Act (H.R. 6007, S. 4398)
OECD Pillar Two Accounting Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lowering Costs for Caregivers Act of 2023 (S. 3254) Expanded Student Savers Tax Credit Act (H.R. 2641) Automatic IRA Act of 2024 (H.R. 7293) Low-Income Housing Tax Credit (LIHTC) and related legislation, including the oTax Relief for American Families and Workers Act (H.R. 7024) Tax-deferred treatment of retirement plans
Retirement Fairness for Charities and Educational Institutions Act of 2023
ESG Investing Closed End Funds Increasing Investor Opportunities Act (H.R. 4262) and related amendments Retirement Fairness for Charities and Educational Institutions Act (H.R. 3063, S. 4917) and related amendments Data Privacy Issues pertaining to the ownership of agricultural land. Issues pertaining to green bonds/sovereign green bonds.
Retirement Fairness for Charities and Educational Institutions Act of 2023
Diversity and Inclusion ESG Investing Closed End Funds Increasing Investor Opportunities Act (H.R. 4262) and related amendments Retirement Fairness for Charities and Educational Institutions Act of 2023 (H.R. 3063) and related amendments Data Privacy SEC Proposed Rule, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting Issues pertaining to the ownership of agricultural land.
Retirement Fairness for Charities and Educational Institutions Act of 2023
Diversity and Inclusion ESG Investing Closed End Funds Increasing Investor Opportunities Act (H.R. 4262) and related amendments Retirement Fairness for Charities and Educational Institutions Act (H.R. 3063, S. 4917) and related amendments Data Privacy SEC Proposed Rule, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting Issues pertaining to the ownership of agricultural land. Issues pertaining to green bonds/sovereign green bonds.
Retirement Fairness for Charities and Educational Institutions Act of 2023
Diversity and Inclusion ESG Investing Closed End Funds Increasing Investor Opportunities Act (H.R. 4262) and related amendments Retirement Fairness for Charities and Educational Institutions Act of 2023 (H.R. 3063) and related amendments Data Privacy SEC Proposed Rule, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting Issues pertaining to the ownership of agricultural land.
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Defined Contribution Retirement Plan Design and Modernization Lifetime Income in Qualified Default Investment Alternatives (QDIA) Access to Workplace Retirement Plans Tax-deferred treatment of retirement plans Post SECURE 2.0 Implementation Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lifetime Income for Employees Act (H.R. 3942) Auto Reenroll Act of 2023 (H.R. 4924, S. 2517) Automatic IRA Act of 2024 (H.R. 7293) 401Kids Savings Act (S. 3716, H.R. 7162) Helping Young Americans Save for Retirement Act (H.R. 9281, S. 3305) Retirement Investment in Small Employers Act (H.R. 6007, S. 4398)
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Defined Contribution Retirement Plan Design and Modernization Lifetime Income in Qualified Default Investment Alternatives (QDIA) Access to Workplace Retirement Plans Tax-deferred treatment of retirement plans Post SECURE 2.0 Implementation SEC Proposed Rule, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lifetime Income for Employees Act (H.R. 3942) Auto Reenroll Act of 2023 (H.R. 4924, S. 2517) Automatic IRA Act of 2024 (H.R. 7293) 401Kids Savings Act (S. 3716, H.R. 7162) DOL Proposed Rule, Retirement Security Rule: Definition of an Investment Advice Fiduciary DOL Proposed Rule, Proposed Amendment to Prohibited Transaction Exemption 2020-02"
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Defined Contribution Retirement Plan Design and Modernization Lifetime Income in Qualified Default Investment Alternatives (QDIA) Access to Workplace Retirement Plans Tax-deferred treatment of retirement plans Post SECURE 2.0 Implementation SEC Proposed Rule, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lifetime Income for Employees Act (H.R. 3942) Auto Reenroll Act of 2023 (H.R. 4924, S. 2517) Automatic IRA Act of 2024 (H.R. 7293) 401Kids Savings Act (S. 3716, H.R. 7162) Helping Young Americans Save for Retirement Act (H.R. 9281, S. 3305) Retirement Investment in Small Employers Act (H.R. 6007, S. 4398)
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Defined Contribution Retirement Plan Design and Modernization Qualified Default Investment Alternatives (QDIA) General Account Products Auto Portability Access to Workplace Retirement Plans Post SECURE 2.0 Implementation SEC Proposed Rule, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lifetime Income for Employees Act (H.R. 3942) Auto Reenroll Act of 2023 (H.R. 4924, S. 2517) DOL Proposed Rule, Retirement Security Rule: Definition of an Investment Advice Fiduciary DOL Proposed Rule, Proposed Amendment to Prohibited Transaction Exemption 2020-02" Automatic IRA Act of 2024 (H.R. 7293)
Diversity and Inclusion ESG Investing Closed End Funds Increasing Investor Opportunities Act (H.R. 4262) and related amendments Retirement Fairness for Charities and Educational Institutions Act of 2023 (H.R. 3063) and related amendments Data Privacy SEC Proposed Rule, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting Issues pertaining to the ownership of agricultural land.
Diversity and Inclusion ESG Investing Closed End Funds Increasing Investor Opportunities Act (H.R. 4262) and related amendments Retirement Fairness for Charities and Educational Institutions Act of 2023 (H.R. 3063) and related amendments Data Privacy SEC Proposed Rule, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting Issues pertaining to the ownership of agricultural land.
Growing Access to Environmental Sustainability Act (H.R. 4800) Issues pertaining to the ownership of agricultural land.
Growing Access to Environmental Sustainability Act (H.R. 4800) Issues pertaining to the ownership of agricultural land.
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Defined Contribution Retirement Plan Design and Modernization Lifetime Income in Qualified Default Investment Alternatives (QDIA) Access to Workplace Retirement Plans Tax-deferred treatment of retirement plans Post SECURE 2.0 Implementation SEC Proposed Rule, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lifetime Income for Employees Act (H.R. 3942) Auto Reenroll Act of 2023 (H.R. 4924, S. 2517) Automatic IRA Act of 2024 (H.R. 7293) 401Kids Savings Act (S. 3716, H.R. 7162) DOL Proposed Rule, Retirement Security Rule: Definition of an Investment Advice Fiduciary DOL Proposed Rule, Proposed Amendment to Prohibited Transaction Exemption 2020-02"
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Defined Contribution Retirement Plan Design and Modernization Lifetime Income in Qualified Default Investment Alternatives (QDIA) Access to Workplace Retirement Plans Tax-deferred treatment of retirement plans Post SECURE 2.0 Implementation SEC Proposed Rule, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lifetime Income for Employees Act (H.R. 3942) Auto Reenroll Act of 2023 (H.R. 4924, S. 2517) Automatic IRA Act of 2024 (H.R. 7293) 401Kids Savings Act (S. 3716, H.R. 7162) Helping Young Americans Save for Retirement Act (H.R. 9281, S. 3305) Retirement Investment in Small Employers Act (H.R. 6007, S. 4398)
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Defined Contribution Retirement Plan Design and Modernization Qualified Default Investment Alternatives (QDIA) General Account Products Auto Portability Access to Workplace Retirement Plans Post SECURE 2.0 Implementation SEC Proposed Rule, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lifetime Income for Employees Act (H.R. 3942) Auto Reenroll Act of 2023 (H.R. 4924, S. 2517) DOL Proposed Rule, Retirement Security Rule: Definition of an Investment Advice Fiduciary DOL Proposed Rule, Proposed Amendment to Prohibited Transaction Exemption 2020-02" Automatic IRA Act of 2024 (H.R. 7293)
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Defined Contribution Retirement Plan Design and Modernization Lifetime Income in Qualified Default Investment Alternatives (QDIA) Access to Workplace Retirement Plans Tax-deferred treatment of retirement plans Post SECURE 2.0 Implementation Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lifetime Income for Employees Act (H.R. 3942) Auto Reenroll Act of 2023 (H.R. 4924, S. 2517) Automatic IRA Act of 2024 (H.R. 7293) 401Kids Savings Act (S. 3716, H.R. 7162) Helping Young Americans Save for Retirement Act (H.R. 9281, S. 3305) Retirement Investment in Small Employers Act (H.R. 6007, S. 4398)
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Defined Contribution Retirement Plan Design and Modernization Lifetime Income in Qualified Default Investment Alternatives (QDIA) Access to Workplace Retirement Plans Tax-deferred treatment of retirement plans Post SECURE 2.0 Implementation Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lifetime Income for Employees Act (H.R. 3942) Auto Reenroll Act of 2023 (H.R. 4924, S. 2517) Automatic IRA Act of 2024 (H.R. 7293) 401Kids Savings Act (S. 3716, H.R. 7162) Helping Young Americans Save for Retirement Act (H.R. 9281, S. 3305) Retirement Investment in Small Employers Act (H.R. 6007, S. 4398)
Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lowering Costs for Caregivers Act of 2023 (H.R. 7222, S. 3254) Expanded Student Savers Tax Credit Act (H.R. 2641) Automatic IRA Act of 2024 (H.R. 7293) Low-Income Housing Tax Credit (LIHTC) and related legislation Tax-deferred treatment of retirement plans Credit for Caring Act of 2024 (H.R. 9281, S. 3305) Helping Young Americans Save for Retirement Act (H.R. 9281, S. 3305) Retirement Investment in Small Employers Act (H.R. 6007, S. 4398)
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Defined Contribution Retirement Plan Design and Modernization Lifetime Income in Qualified Default Investment Alternatives (QDIA) Access to Workplace Retirement Plans Tax-deferred treatment of retirement plans Post SECURE 2.0 Implementation SEC Proposed Rule, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lifetime Income for Employees Act (H.R. 3942) Auto Reenroll Act of 2023 (H.R. 4924, S. 2517) Automatic IRA Act of 2024 (H.R. 7293) 401Kids Savings Act (S. 3716, H.R. 7162) Helping Young Americans Save for Retirement Act (H.R. 9281, S. 3305) Retirement Investment in Small Employers Act (H.R. 6007, S. 4398)
Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lowering Costs for Caregivers Act of 2023 (H.R. 7222, S. 3254) Expanded Student Savers Tax Credit Act (H.R. 2641) Automatic IRA Act of 2024 (H.R. 7293) Low-Income Housing Tax Credit (LIHTC) and related legislation, including the oTax Relief for American Families and Workers Act (H.R. 7024) Tax-deferred treatment of retirement plans Credit for Caring Act of 2024 (H.R. 9281, S. 3305) Helping Young Americans Save for Retirement Act (H.R. 9281, S. 3305) Retirement Investment in Small Employers Act (H.R. 6007, S. 4398)
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Defined Contribution Retirement Plan Design and Modernization Lifetime Income in Qualified Default Investment Alternatives (QDIA) Access to Workplace Retirement Plans Tax-deferred treatment of retirement plans Post SECURE 2.0 Implementation Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lifetime Income for Employees Act (H.R. 3942) Auto Reenroll Act of 2023 (H.R. 4924, S. 2517) Automatic IRA Act of 2024 (H.R. 7293) 401Kids Savings Act (S. 3716, H.R. 7162) Helping Young Americans Save for Retirement Act (H.R. 9281, S. 3305) Retirement Investment in Small Employers Act (H.R. 6007, S. 4398)
Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lowering Costs for Caregivers Act of 2023 (H.R. 7222, S. 3254) Expanded Student Savers Tax Credit Act (H.R. 2641) Automatic IRA Act of 2024 (H.R. 7293) Low-Income Housing Tax Credit (LIHTC) and related legislation Tax-deferred treatment of retirement plans Credit for Caring Act of 2024 (H.R. 9281, S. 3305) Helping Young Americans Save for Retirement Act (H.R. 9281, S. 3305) Retirement Investment in Small Employers Act (H.R. 6007, S. 4398)
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Defined Contribution Retirement Plan Design and Modernization Lifetime Income in Qualified Default Investment Alternatives (QDIA) Access to Workplace Retirement Plans Tax-deferred treatment of retirement plans Post SECURE 2.0 Implementation SEC Proposed Rule, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lifetime Income for Employees Act (H.R. 3942) Auto Reenroll Act of 2023 (H.R. 4924, S. 2517) Automatic IRA Act of 2024 (H.R. 7293) 401Kids Savings Act (S. 3716, H.R. 7162) DOL Proposed Rule, Retirement Security Rule: Definition of an Investment Advice Fiduciary DOL Proposed Rule, Proposed Amendment to Prohibited Transaction Exemption 2020-02"
Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lowering Costs for Caregivers Act of 2023 (H.R. 7222, S. 3254) Expanded Student Savers Tax Credit Act (H.R. 2641) Automatic IRA Act of 2024 (H.R. 7293) Low-Income Housing Tax Credit (LIHTC) and related legislation, including the oTax Relief for American Families and Workers Act (H.R. 7024) Tax-deferred treatment of retirement plans Credit for Caring Act of 2024 (H.R. 9281, S. 3305) Helping Young Americans Save for Retirement Act (H.R. 9281, S. 3305) Retirement Investment in Small Employers Act (H.R. 6007, S. 4398)
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Defined Contribution Retirement Plan Design and Modernization Lifetime Income in Qualified Default Investment Alternatives (QDIA) Access to Workplace Retirement Plans Tax-deferred treatment of retirement plans Post SECURE 2.0 Implementation SEC Proposed Rule, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lifetime Income for Employees Act (H.R. 3942) Auto Reenroll Act of 2023 (H.R. 4924, S. 2517) Automatic IRA Act of 2024 (H.R. 7293) 401Kids Savings Act (S. 3716, H.R. 7162) Helping Young Americans Save for Retirement Act (H.R. 9281, S. 3305) Retirement Investment in Small Employers Act (H.R. 6007, S. 4398)
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Defined Contribution Retirement Plan Design and Modernization Qualified Default Investment Alternatives (QDIA) General Account Products Auto Portability Access to Workplace Retirement Plans Post SECURE 2.0 Implementation SEC Proposed Rule, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lifetime Income for Employees Act (H.R. 3942) Auto Reenroll Act of 2023 (H.R. 4924, S. 2517) DOL Proposed Rule, Retirement Security Rule: Definition of an Investment Advice Fiduciary DOL Proposed Rule, Proposed Amendment to Prohibited Transaction Exemption 2020-02" Automatic IRA Act of 2024 (H.R. 7293)
OECD Pillar Two Accounting Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lowering Costs for Caregivers Act of 2023 (S. 3254) Expanded Student Savers Tax Credit Act (H.R. 2641) Automatic IRA Act of 2024 (H.R. 7293) Low-Income Housing Tax Credit (LIHTC) and related legislation, including the Tax Relief for American Families and Workers Act (H.R. 7024)
OECD Pillar Two Accounting Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lowering Costs for Caregivers Act of 2023 (S. 3254) Expanded Student Savers Tax Credit Act (H.R. 2641) Automatic IRA Act of 2024 (H.R. 7293) Low-Income Housing Tax Credit (LIHTC) and related legislation, including the oTax Relief for American Families and Workers Act (H.R. 7024) Tax-deferred treatment of retirement plans
OECD Pillar Two Accounting Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lowering Costs for Caregivers Act of 2023 (S. 3254) Expanded Student Savers Tax Credit Act (H.R. 2641) Automatic IRA Act of 2024 (H.R. 7293) Low-Income Housing Tax Credit (LIHTC) and related legislation, including the Tax Relief for American Families and Workers Act (H.R. 7024)
OECD Pillar Two Accounting Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lowering Costs for Caregivers Act of 2023 (S. 3254) Expanded Student Savers Tax Credit Act (H.R. 2641) Automatic IRA Act of 2024 (H.R. 7293) Low-Income Housing Tax Credit (LIHTC) and related legislation, including the oTax Relief for American Families and Workers Act (H.R. 7024) Tax-deferred treatment of retirement plans
Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lowering Costs for Caregivers Act of 2023 (H.R. 7222, S. 3254) Expanded Student Savers Tax Credit Act (H.R. 2641) Automatic IRA Act of 2024 (H.R. 7293) Low-Income Housing Tax Credit (LIHTC) and related legislation, including the oTax Relief for American Families and Workers Act (H.R. 7024) Tax-deferred treatment of retirement plans Credit for Caring Act of 2024 (H.R. 9281, S. 3305) Helping Young Americans Save for Retirement Act (H.R. 9281, S. 3305) Retirement Investment in Small Employers Act (H.R. 6007, S. 4398)
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Defined Contribution Retirement Plan Design and Modernization Lifetime Income in Qualified Default Investment Alternatives (QDIA) Access to Workplace Retirement Plans Tax-deferred treatment of retirement plans Post SECURE 2.0 Implementation SEC Proposed Rule, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lifetime Income for Employees Act (H.R. 3942) Auto Reenroll Act of 2023 (H.R. 4924, S. 2517) Automatic IRA Act of 2024 (H.R. 7293) 401Kids Savings Act (S. 3716, H.R. 7162) DOL Proposed Rule, Retirement Security Rule: Definition of an Investment Advice Fiduciary DOL Proposed Rule, Proposed Amendment to Prohibited Transaction Exemption 2020-02"
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Defined Contribution Retirement Plan Design and Modernization Lifetime Income in Qualified Default Investment Alternatives (QDIA) Access to Workplace Retirement Plans Tax-deferred treatment of retirement plans Post SECURE 2.0 Implementation SEC Proposed Rule, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lifetime Income for Employees Act (H.R. 3942) Auto Reenroll Act of 2023 (H.R. 4924, S. 2517) Automatic IRA Act of 2024 (H.R. 7293) 401Kids Savings Act (S. 3716, H.R. 7162) Helping Young Americans Save for Retirement Act (H.R. 9281, S. 3305) Retirement Investment in Small Employers Act (H.R. 6007, S. 4398)
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Defined Contribution Retirement Plan Design and Modernization Lifetime Income in Qualified Default Investment Alternatives (QDIA) Access to Workplace Retirement Plans Tax-deferred treatment of retirement plans Post SECURE 2.0 Implementation Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lifetime Income for Employees Act (H.R. 3942) Auto Reenroll Act of 2023 (H.R. 4924, S. 2517) Automatic IRA Act of 2024 (H.R. 7293) 401Kids Savings Act (S. 3716, H.R. 7162) Helping Young Americans Save for Retirement Act (H.R. 9281, S. 3305) Retirement Investment in Small Employers Act (H.R. 6007, S. 4398)
Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lowering Costs for Caregivers Act of 2023 (H.R. 7222, S. 3254) Expanded Student Savers Tax Credit Act (H.R. 2641) Automatic IRA Act of 2024 (H.R. 7293) Low-Income Housing Tax Credit (LIHTC) and related legislation, including the oTax Relief for American Families and Workers Act (H.R. 7024) Tax-deferred treatment of retirement plans Credit for Caring Act of 2024 (H.R. 9281, S. 3305) Helping Young Americans Save for Retirement Act (H.R. 9281, S. 3305) Retirement Investment in Small Employers Act (H.R. 6007, S. 4398)
Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lowering Costs for Caregivers Act of 2023 (H.R. 7222, S. 3254) Expanded Student Savers Tax Credit Act (H.R. 2641) Automatic IRA Act of 2024 (H.R. 7293) Low-Income Housing Tax Credit (LIHTC) and related legislation Tax-deferred treatment of retirement plans Credit for Caring Act of 2024 (H.R. 9281, S. 3305) Helping Young Americans Save for Retirement Act (H.R. 9281, S. 3305) Retirement Investment in Small Employers Act (H.R. 6007, S. 4398)
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Defined Contribution Retirement Plan Design and Modernization Qualified Default Investment Alternatives (QDIA) General Account Products Auto Portability Access to Workplace Retirement Plans Post SECURE 2.0 Implementation SEC Proposed Rule, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lifetime Income for Employees Act (H.R. 3942) Auto Reenroll Act of 2023 (H.R. 4924, S. 2517) DOL Proposed Rule, Retirement Security Rule: Definition of an Investment Advice Fiduciary DOL Proposed Rule, Proposed Amendment to Prohibited Transaction Exemption 2020-02" Automatic IRA Act of 2024 (H.R. 7293)
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Defined Contribution Retirement Plan Design and Modernization Lifetime Income in Qualified Default Investment Alternatives (QDIA) Access to Workplace Retirement Plans Tax-deferred treatment of retirement plans Post SECURE 2.0 Implementation SEC Proposed Rule, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lifetime Income for Employees Act (H.R. 3942) Auto Reenroll Act of 2023 (H.R. 4924, S. 2517) Automatic IRA Act of 2024 (H.R. 7293) 401Kids Savings Act (S. 3716, H.R. 7162) Helping Young Americans Save for Retirement Act (H.R. 9281, S. 3305) Retirement Investment in Small Employers Act (H.R. 6007, S. 4398)
OECD Pillar Two Accounting Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lowering Costs for Caregivers Act of 2023 (S. 3254) Expanded Student Savers Tax Credit Act (H.R. 2641) Automatic IRA Act of 2024 (H.R. 7293) Low-Income Housing Tax Credit (LIHTC) and related legislation, including the oTax Relief for American Families and Workers Act (H.R. 7024) Tax-deferred treatment of retirement plans
Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lowering Costs for Caregivers Act of 2023 (H.R. 7222, S. 3254) Expanded Student Savers Tax Credit Act (H.R. 2641) Automatic IRA Act of 2024 (H.R. 7293) Low-Income Housing Tax Credit (LIHTC) and related legislation, including the oTax Relief for American Families and Workers Act (H.R. 7024) Tax-deferred treatment of retirement plans Credit for Caring Act of 2024 (H.R. 9281, S. 3305) Helping Young Americans Save for Retirement Act (H.R. 9281, S. 3305) Retirement Investment in Small Employers Act (H.R. 6007, S. 4398)
OECD Pillar Two Accounting Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lowering Costs for Caregivers Act of 2023 (S. 3254) Expanded Student Savers Tax Credit Act (H.R. 2641) Automatic IRA Act of 2024 (H.R. 7293) Low-Income Housing Tax Credit (LIHTC) and related legislation, including the Tax Relief for American Families and Workers Act (H.R. 7024)
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Defined Contribution Retirement Plan Design and Modernization Lifetime Income in Qualified Default Investment Alternatives (QDIA) Access to Workplace Retirement Plans Tax-deferred treatment of retirement plans Post SECURE 2.0 Implementation SEC Proposed Rule, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lifetime Income for Employees Act (H.R. 3942) Auto Reenroll Act of 2023 (H.R. 4924, S. 2517) Automatic IRA Act of 2024 (H.R. 7293) 401Kids Savings Act (S. 3716, H.R. 7162) DOL Proposed Rule, Retirement Security Rule: Definition of an Investment Advice Fiduciary DOL Proposed Rule, Proposed Amendment to Prohibited Transaction Exemption 2020-02"
Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lowering Costs for Caregivers Act of 2023 (H.R. 7222, S. 3254) Expanded Student Savers Tax Credit Act (H.R. 2641) Automatic IRA Act of 2024 (H.R. 7293) Low-Income Housing Tax Credit (LIHTC) and related legislation Tax-deferred treatment of retirement plans Credit for Caring Act of 2024 (H.R. 9281, S. 3305) Helping Young Americans Save for Retirement Act (H.R. 9281, S. 3305) Retirement Investment in Small Employers Act (H.R. 6007, S. 4398)
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Defined Contribution Retirement Plan Design and Modernization Lifetime Income in Qualified Default Investment Alternatives (QDIA) Access to Workplace Retirement Plans Tax-deferred treatment of retirement plans Post SECURE 2.0 Implementation Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lifetime Income for Employees Act (H.R. 3942) Auto Reenroll Act of 2023 (H.R. 4924, S. 2517) Automatic IRA Act of 2024 (H.R. 7293) 401Kids Savings Act (S. 3716, H.R. 7162) Helping Young Americans Save for Retirement Act (H.R. 9281, S. 3305) Retirement Investment in Small Employers Act (H.R. 6007, S. 4398)
Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lowering Costs for Caregivers Act of 2023 (H.R. 7222, S. 3254) Expanded Student Savers Tax Credit Act (H.R. 2641) Automatic IRA Act of 2024 (H.R. 7293) Low-Income Housing Tax Credit (LIHTC) and related legislation Tax-deferred treatment of retirement plans Credit for Caring Act of 2024 (H.R. 9281, S. 3305) Helping Young Americans Save for Retirement Act (H.R. 9281, S. 3305) Retirement Investment in Small Employers Act (H.R. 6007, S. 4398)
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Defined Contribution Retirement Plan Design and Modernization Lifetime Income in Qualified Default Investment Alternatives (QDIA) Access to Workplace Retirement Plans Tax-deferred treatment of retirement plans Post SECURE 2.0 Implementation Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lifetime Income for Employees Act (H.R. 3942) Auto Reenroll Act of 2023 (H.R. 4924, S. 2517) Automatic IRA Act of 2024 (H.R. 7293) 401Kids Savings Act (S. 3716, H.R. 7162) Helping Young Americans Save for Retirement Act (H.R. 9281, S. 3305) Retirement Investment in Small Employers Act (H.R. 6007, S. 4398)
Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lowering Costs for Caregivers Act of 2023 (H.R. 7222, S. 3254) Expanded Student Savers Tax Credit Act (H.R. 2641) Automatic IRA Act of 2024 (H.R. 7293) Low-Income Housing Tax Credit (LIHTC) and related legislation, including the oTax Relief for American Families and Workers Act (H.R. 7024) Tax-deferred treatment of retirement plans Credit for Caring Act of 2024 (H.R. 9281, S. 3305) Helping Young Americans Save for Retirement Act (H.R. 9281, S. 3305) Retirement Investment in Small Employers Act (H.R. 6007, S. 4398)
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Defined Contribution Retirement Plan Design and Modernization Lifetime Income in Qualified Default Investment Alternatives (QDIA) Access to Workplace Retirement Plans Tax-deferred treatment of retirement plans Post SECURE 2.0 Implementation SEC Proposed Rule, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lifetime Income for Employees Act (H.R. 3942) Auto Reenroll Act of 2023 (H.R. 4924, S. 2517) Automatic IRA Act of 2024 (H.R. 7293) 401Kids Savings Act (S. 3716, H.R. 7162) Helping Young Americans Save for Retirement Act (H.R. 9281, S. 3305) Retirement Investment in Small Employers Act (H.R. 6007, S. 4398)
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Defined Contribution Retirement Plan Design and Modernization Lifetime Income in Qualified Default Investment Alternatives (QDIA) Access to Workplace Retirement Plans Tax-deferred treatment of retirement plans Post SECURE 2.0 Implementation SEC Proposed Rule, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lifetime Income for Employees Act (H.R. 3942) Auto Reenroll Act of 2023 (H.R. 4924, S. 2517) Automatic IRA Act of 2024 (H.R. 7293) 401Kids Savings Act (S. 3716, H.R. 7162) Helping Young Americans Save for Retirement Act (H.R. 9281, S. 3305) Retirement Investment in Small Employers Act (H.R. 6007, S. 4398)
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Defined Contribution Retirement Plan Design and Modernization Qualified Default Investment Alternatives (QDIA) General Account Products Auto Portability Access to Workplace Retirement Plans Post SECURE 2.0 Implementation SEC Proposed Rule, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lifetime Income for Employees Act (H.R. 3942) Auto Reenroll Act of 2023 (H.R. 4924, S. 2517) DOL Proposed Rule, Retirement Security Rule: Definition of an Investment Advice Fiduciary DOL Proposed Rule, Proposed Amendment to Prohibited Transaction Exemption 2020-02" Automatic IRA Act of 2024 (H.R. 7293)
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Defined Contribution Retirement Plan Design and Modernization Lifetime Income in Qualified Default Investment Alternatives (QDIA) Access to Workplace Retirement Plans Tax-deferred treatment of retirement plans Post SECURE 2.0 Implementation SEC Proposed Rule, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lifetime Income for Employees Act (H.R. 3942) Auto Reenroll Act of 2023 (H.R. 4924, S. 2517) Automatic IRA Act of 2024 (H.R. 7293) 401Kids Savings Act (S. 3716, H.R. 7162) DOL Proposed Rule, Retirement Security Rule: Definition of an Investment Advice Fiduciary DOL Proposed Rule, Proposed Amendment to Prohibited Transaction Exemption 2020-02"
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Defined Contribution Retirement Plan Design and Modernization Lifetime Income in Qualified Default Investment Alternatives (QDIA) Access to Workplace Retirement Plans Tax-deferred treatment of retirement plans Post SECURE 2.0 Implementation Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lifetime Income for Employees Act (H.R. 3942) Auto Reenroll Act of 2023 (H.R. 4924, S. 2517) Automatic IRA Act of 2024 (H.R. 7293) 401Kids Savings Act (S. 3716, H.R. 7162) Helping Young Americans Save for Retirement Act (H.R. 9281, S. 3305) Retirement Investment in Small Employers Act (H.R. 6007, S. 4398)
OECD Pillar Two Accounting Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lowering Costs for Caregivers Act of 2023 (S. 3254) Expanded Student Savers Tax Credit Act (H.R. 2641) Automatic IRA Act of 2024 (H.R. 7293) Low-Income Housing Tax Credit (LIHTC) and related legislation, including the oTax Relief for American Families and Workers Act (H.R. 7024) Tax-deferred treatment of retirement plans
Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lowering Costs for Caregivers Act of 2023 (H.R. 7222, S. 3254) Expanded Student Savers Tax Credit Act (H.R. 2641) Automatic IRA Act of 2024 (H.R. 7293) Low-Income Housing Tax Credit (LIHTC) and related legislation, including the oTax Relief for American Families and Workers Act (H.R. 7024) Tax-deferred treatment of retirement plans Credit for Caring Act of 2024 (H.R. 9281, S. 3305) Helping Young Americans Save for Retirement Act (H.R. 9281, S. 3305) Retirement Investment in Small Employers Act (H.R. 6007, S. 4398)
Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lowering Costs for Caregivers Act of 2023 (H.R. 7222, S. 3254) Expanded Student Savers Tax Credit Act (H.R. 2641) Automatic IRA Act of 2024 (H.R. 7293) Low-Income Housing Tax Credit (LIHTC) and related legislation Tax-deferred treatment of retirement plans Credit for Caring Act of 2024 (H.R. 9281, S. 3305) Helping Young Americans Save for Retirement Act (H.R. 9281, S. 3305) Retirement Investment in Small Employers Act (H.R. 6007, S. 4398)
OECD Pillar Two Accounting Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lowering Costs for Caregivers Act of 2023 (S. 3254) Expanded Student Savers Tax Credit Act (H.R. 2641) Automatic IRA Act of 2024 (H.R. 7293) Low-Income Housing Tax Credit (LIHTC) and related legislation, including the Tax Relief for American Families and Workers Act (H.R. 7024)
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Defined Contribution Retirement Plan Design and Modernization Lifetime Income in Qualified Default Investment Alternatives (QDIA) Access to Workplace Retirement Plans Tax-deferred treatment of retirement plans Post SECURE 2.0 Implementation SEC Proposed Rule, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lifetime Income for Employees Act (H.R. 3942) Auto Reenroll Act of 2023 (H.R. 4924, S. 2517) Automatic IRA Act of 2024 (H.R. 7293) 401Kids Savings Act (S. 3716, H.R. 7162) Helping Young Americans Save for Retirement Act (H.R. 9281, S. 3305) Retirement Investment in Small Employers Act (H.R. 6007, S. 4398)
Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lowering Costs for Caregivers Act of 2023 (H.R. 7222, S. 3254) Expanded Student Savers Tax Credit Act (H.R. 2641) Automatic IRA Act of 2024 (H.R. 7293) Low-Income Housing Tax Credit (LIHTC) and related legislation Tax-deferred treatment of retirement plans Credit for Caring Act of 2024 (H.R. 9281, S. 3305) Helping Young Americans Save for Retirement Act (H.R. 9281, S. 3305) Retirement Investment in Small Employers Act (H.R. 6007, S. 4398)
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Access to Workplace Retirement Plans o Automatic IRA Act of 2025 (H.R. 6722) Retirement Income Education Providing parity for investment options in 403(b) plans o Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424); o INVEST Act of 2025 (H.R. 3383) Helping Young Americans Save for Retirement Act (H.R. 4718, S. 1707) Auto Reenroll Act (S. 1831) Independent Retirement Fairness Act (S. 2217) Retirement Simplification and Clarity Act of 2025 (H.R. 6324)
Closed End Funds o Increasing Investor Opportunities Act; INVEST Act of 2025 (H.R. 3383) Providing parity for investment options in 403(b) plans o Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424); INVEST Act of 2025 (H.R. 3383)
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Access to Workplace Retirement Plans Tax-Deferred Treatment of Retirement Plans Providing parity for investment options in 403(b) plans - Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424)
Closed End Funds - Increasing Investor Opportunities Act Providing parity for investment options in 403(b) plans - Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424)
Low-Income Housing Tax Credit (LIHTC) and related legislation Tax-deferred treatment of retirement plans Tax exempt status of municipal bonds One Big Beautiful Bill Act (H.R. 1) and related provisions
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Access to Workplace Retirement Plans Providing for enhanced savings options for retirement plans Tax-Deferred Treatment of Retirement Plans Providing parity for investment options in 403(b) plans - Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424)
Closed End Funds - Increasing Investor Opportunities Act Providing parity for investment options in 403(b) plans - Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424)
Low-Income Housing Tax Credit (LIHTC) and related legislation Tax-deferred treatment of retirement plans Tax exempt status of municipal bonds One Big Beautiful Bill Act (H.R. 1) and related provisions
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Access to Workplace Retirement Plans Providing for enhanced savings options for retirement plans Tax-Deferred Treatment of Retirement Plans Providing parity for investment options in 403(b) plans - Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424)
Closed End Funds - Increasing Investor Opportunities Act Providing parity for investment options in 403(b) plans - Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424)
Low-Income Housing Tax Credit (LIHTC) and related legislation Tax-deferred treatment of retirement plans Tax exempt status of municipal bonds
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues pertaining to the availability and affordability of insurance for affordable housing properties. Issues pertaining to affordable housing, generally.
ESG Investing Closed End Funds Increasing Investor Opportunities Act (H.R. 4262) and related amendments Retirement Fairness for Charities and Educational Institutions Act (H.R. 3063, S. 4917) and related amendments Data Privacy Issues pertaining to the ownership of agricultural land. Issues pertaining to green bonds/sovereign green bonds.
Issues pertaining to the ownership of agricultural land.
Diversity and Inclusion ESG Investing Closed End Funds Increasing Investor Opportunities Act (H.R. 4262) and related amendments Retirement Fairness for Charities and Educational Institutions Act (H.R. 3063, S. 4917) and related amendments Data Privacy SEC Proposed Rule, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting Issues pertaining to the ownership of agricultural land. Issues pertaining to green bonds/sovereign green bonds.
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Defined Contribution Retirement Plan Design and Modernization Lifetime Income in Qualified Default Investment Alternatives (QDIA) Access to Workplace Retirement Plans Tax-deferred treatment of retirement plans Post SECURE 2.0 Implementation SEC Proposed Rule, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lifetime Income for Employees Act (H.R. 3942) Auto Reenroll Act of 2023 (H.R. 4924, S. 2517) Automatic IRA Act of 2024 (H.R. 7293) 401Kids Savings Act (S. 3716, H.R. 7162) Helping Young Americans Save for Retirement Act (H.R. 9281, S. 3305) Retirement Investment in Small Employers Act (H.R. 6007, S. 4398)
Growing Access to Environmental Sustainability Act (H.R. 4800) Issues pertaining to the ownership of agricultural land.
Diversity and Inclusion ESG Investing Closed End Funds Increasing Investor Opportunities Act (H.R. 4262) and related amendments Retirement Fairness for Charities and Educational Institutions Act of 2023 (H.R. 3063) and related amendments Data Privacy SEC Proposed Rule, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting Issues pertaining to the ownership of agricultural land.
OECD Pillar Two Accounting Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lowering Costs for Caregivers Act of 2023 (S. 3254) Expanded Student Savers Tax Credit Act (H.R. 2641) Automatic IRA Act of 2024 (H.R. 7293) Low-Income Housing Tax Credit (LIHTC) and related legislation, including the oTax Relief for American Families and Workers Act (H.R. 7024) Tax-deferred treatment of retirement plans
Diversity and Inclusion ESG Investing Closed End Funds Increasing Investor Opportunities Act (H.R. 4262) and related amendments Retirement Fairness for Charities and Educational Institutions Act of 2023 (H.R. 3063) and related amendments Data Privacy SEC Proposed Rule, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting Issues pertaining to the ownership of agricultural land.
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Defined Contribution Retirement Plan Design and Modernization Qualified Default Investment Alternatives (QDIA) General Account Products Auto Portability Access to Workplace Retirement Plans Post SECURE 2.0 Implementation SEC Proposed Rule, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lifetime Income for Employees Act (H.R. 3942) Auto Reenroll Act of 2023 (H.R. 4924, S. 2517) DOL Proposed Rule, Retirement Security Rule: Definition of an Investment Advice Fiduciary DOL Proposed Rule, Proposed Amendment to Prohibited Transaction Exemption 2020-02" Automatic IRA Act of 2024 (H.R. 7293)
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Defined Contribution Retirement Plan Design and Modernization Qualified Default Investment Alternatives (QDIA) General Account Products ESG Investments on Retirement Plan Menus Post SECURE 2.0 Implementation SEC Proposed Rule, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lifetime Income for Employees Act (H.R. 3942) Auto Portability Access to Workplace Retirement Plans Auto Reenroll Act of 2023 (H.R. 4924, S. 2517) DOL Proposed Rule, Retirement Security Rule: Definition of an Investment Advice Fiduciary DOL Proposed Rule, Proposed Amendment to Prohibited Transaction Exemption 2020-02" Lowering Costs for Caregivers Act of 2023 (S. 3254)
GATES Act (H.R. 4800) Issues pertaining to the ownership of agricultural land.
Remote Notarization - SECURE Notarization Act OECD Pillar Two Accounting
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Defined Contribution Retirement Plan Design and Modernization Qualified Default Investment Alternatives (QDIA) Remote Notarization General Account Products ESG Investments on Retirement Plan Menus Post SECURE 2.0 Implementation SEC Proposed Rule, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting Expanding Access to Retirement Savings for Family Caregivers Act Lifetime Income for Employees Act (H.R. 3942) Auto Portability Access to Workplace Retirement Plans Auto Reenroll Act of 2023 (H.R. 4924, S. 2517)
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Defined Contribution Retirement Plan Design and Modernization Qualified Default Investment Alternatives (QDIA) Remote Notarization General Account Products ESG Investments on Retirement Plan Menus Post SECURE 2.0 Implementation SEC Proposed Rule, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting Expanding Access to Retirement Savings for Family Caregivers Act
Remote Notarization - SECURE Notarization Act Corporate Alternative Minimum Tax
Diversity and Inclusion ESG Investing Closed End Funds Increasing Investor Opportunities Act Data Privacy - Data Privacy Act of 2023 (H.R. 1165) SEC Proposed Rule, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting
Remote Notarization -SECURE Notarization Act Corporate Alternative Minimum Tax
Diversity and Inclusion ESG Investing Closed End Funds Increasing Investor Opportunities Act (H.R. 4262) Retirement Fairness for Charities and Educational Institutions Act of 2023 (H.R. 3063) Data Privacy -Data Privacy Act of 2023 (H.R. 1165) SEC Proposed Rule, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Defined Contribution Retirement Plan Design and Modernization Qualified Default Investment Alternatives (QDIA) Remote Notarization General Account Products ESG Investments on Retirement Plan Menus Post SECURE 2.0 Implementation SEC Proposed Rule, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting Expanding Access to Retirement Savings for Family Caregivers Act Lifetime Income for Employees Act (HR 3942) Auto Portability Access to Workplace Retirement Plans
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Defined Contribution Retirement Plan Design and Modernization Qualified Default Investment Alternatives (QDIA) Remote Notarization General Account Products ESG Investments on Retirement Plan Menus Post SECURE 2.0 Implementation SEC Proposed Rule, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting Expanding Access to Retirement Savings for Family Caregivers Act
Remote Notarization - SECURE Notarization Act Corporate Alternative Minimum Tax
Diversity and Inclusion ESG Investing Closed End Funds Increasing Investor Opportunities Act Data Privacy - Data Privacy Act of 2023 (H.R. 1165) SEC Proposed Rule, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting
Retirement Security as in the following bills: -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 (H.R. 6746) -Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 3644) -Retirement Improvement and Savings Enhancement Act (H.R. 5891) -RISE & SHINE Act (S. 4353) -Enhancing American Retirement Now (EARN) Act Access to Lifetime Income Options on Retirement Plan Menus Defined Contribution Retirement Plan Design and Modernization Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Multiple Employer Plans Student Loans Remote Notarization General Account Products ESG Investments
ESG Disclosure Simplification Act of 2021 (H.R. 1187) Diversity and Inclusion ESG Investing Closed End Funds Increasing Investor Opportunities Act (H.R. 4262/S. 3948) Inflation Reduction Act (HR 5376) Data Privacy
Retirement Security as in the following bills: - 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 (H.R. 6746) - Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 3644) - Enhancing Emergency and Retirement Savings Act (S. 1870 / H.R. 7146) - Retirement Improvement and Savings Enhancement RISE & SHINE Act (HR 5891, S. 4353). - Enhancing American Retirement Now (EARN) Act Access to Lifetime Income Option on Retirement Plan Menus 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 Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Portability of Annuities in Defined Contribution Plans Multiple Employer Plans Student Loans Remote Notarization General Account Products ESG Investments Emergency Savings
Retirement Security as in the following bills: - 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 (H.R. 6746) - Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 3644) - Enhancing Emergency and Retirement Savings Act (S. 1870 / H.R. 7146) - 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) - RISE & SHINE Act (S. 4353) - Enhancing American Retirement Now (EARN) Act 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 Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Portability of Annuities in Defined Contribution Plans Multiple Employer Plans Student Loans Remote Notarization General Account Products ESG Investments Proxy Voting Emergency Savings
Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lowering Costs for Caregivers Act of 2023 (H.R. 7222, S. 3254) Expanded Student Savers Tax Credit Act (H.R. 2641) Automatic IRA Act of 2024 (H.R. 7293) Low-Income Housing Tax Credit (LIHTC) and related legislation Tax-deferred treatment of retirement plans Credit for Caring Act of 2024 (H.R. 9281, S. 3305) Helping Young Americans Save for Retirement Act (H.R. 9281, S. 3305) Retirement Investment in Small Employers Act (H.R. 6007, S. 4398)
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Defined Contribution Retirement Plan Design and Modernization Lifetime Income in Qualified Default Investment Alternatives (QDIA) Access to Workplace Retirement Plans Tax-deferred treatment of retirement plans Post SECURE 2.0 Implementation Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lifetime Income for Employees Act (H.R. 3942) Auto Reenroll Act of 2023 (H.R. 4924, S. 2517) Automatic IRA Act of 2024 (H.R. 7293) 401Kids Savings Act (S. 3716, H.R. 7162) Helping Young Americans Save for Retirement Act (H.R. 9281, S. 3305) Retirement Investment in Small Employers Act (H.R. 6007, S. 4398)
Filing targets: HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues pertaining to the availability and affordability of insurance for affordable housing properties. Issues pertaining to affordable housing, generally.
Issues pertaining to the ownership of agricultural land.
Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lowering Costs for Caregivers Act of 2023 (H.R. 7222, S. 3254) Expanded Student Savers Tax Credit Act (H.R. 2641) Automatic IRA Act of 2024 (H.R. 7293) Low-Income Housing Tax Credit (LIHTC) and related legislation, including the oTax Relief for American Families and Workers Act (H.R. 7024) Tax-deferred treatment of retirement plans Credit for Caring Act of 2024 (H.R. 9281, S. 3305) Helping Young Americans Save for Retirement Act (H.R. 9281, S. 3305) Retirement Investment in Small Employers Act (H.R. 6007, S. 4398)
Filing targets: HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues pertaining to the availability and affordability of insurance for affordable housing properties.
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Defined Contribution Retirement Plan Design and Modernization Lifetime Income in Qualified Default Investment Alternatives (QDIA) Access to Workplace Retirement Plans Tax-deferred treatment of retirement plans Post SECURE 2.0 Implementation SEC Proposed Rule, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lifetime Income for Employees Act (H.R. 3942) Auto Reenroll Act of 2023 (H.R. 4924, S. 2517) Automatic IRA Act of 2024 (H.R. 7293) 401Kids Savings Act (S. 3716, H.R. 7162) DOL Proposed Rule, Retirement Security Rule: Definition of an Investment Advice Fiduciary DOL Proposed Rule, Proposed Amendment to Prohibited Transaction Exemption 2020-02"
Filing targets: HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Growing Access to Environmental Sustainability Act (H.R. 4800) Issues pertaining to the ownership of agricultural land.
Issues pertaining to the availability and affordability of insurance for affordable housing properties.
OECD Pillar Two Accounting Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lowering Costs for Caregivers Act of 2023 (S. 3254) Expanded Student Savers Tax Credit Act (H.R. 2641) Automatic IRA Act of 2024 (H.R. 7293) Low-Income Housing Tax Credit (LIHTC) and related legislation, including the Tax Relief for American Families and Workers Act (H.R. 7024)
Filing targets: HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues pertaining to the availability and affordability of insurance for affordable housing properties.
OECD Pillar Two Accounting Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lowering Costs for Caregivers Act of 2023 (S. 3254) Expanded Student Savers Tax Credit Act (H.R. 2641)
Diversity and Inclusion ESG Investing Closed End Funds Increasing Investor Opportunities Act (H.R. 4262) Retirement Fairness for Charities and Educational Institutions Act of 2023 (H.R. 3063) Data Privacy -Data Privacy Act of 2023 (H.R. 1165) SEC Proposed Rule, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting SEC Proposed Rule, Prohibition Against Conflicts of Interest in Certain Securitizations SEC Proposed Rule, Safeguarding Advisory Client Assets Issues pertaining to the ownership of agricultural land.
Filing targets: HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
GATES Act (H.R. 4800) Issues pertaining to the ownership of agricultural land.
Issues pertaining to the availability and affordability of insurance for affordable housing properties.
Diversity and Inclusion ESG Investing Closed End Funds Increasing Investor Opportunities Act (H.R. 4262) Retirement Fairness for Charities and Educational Institutions Act of 2023 (H.R. 3063) Data Privacy -Data Privacy Act of 2023 (H.R. 1165) SEC Proposed Rule, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting SEC Proposed Rule, Prohibition Against Conflicts of Interest in Certain Securitizations Issues pertaining to the ownership of agricultural land.
Filing targets: HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Student Loans -American Rescue Plan (H.R. 1319) -Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) Remote Notarization -SECURE Notarization Act (H.R. 3962/S. 1625) Emergency Savings -Enhancing Emergency and Retirement Savings Act (S. 1870 / H.R. 7146) Inflation Reduction Act (HR 5376) -Corporate Alternative Minimum Tax
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
ESG Disclosure Simplification Act of 2021 (H.R. 1187) Diversity and Inclusion ESG Investing Closed End Funds Increasing Investor Opportunities Act (H.R. 4262/S. 3948) Inflation Reduction Act (HR 5376)
Student Loans -American Rescue Plan (H.R. 1319) -Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) Remote Notarization -SECURE Notarization Act (H.R. 3962/S. 1625) Emergency Savings -Enhancing Emergency and Retirement Savings Act (S. 1870 / H.R. 7146) Inflation Reduction Act (HR 5376)
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
ESG Disclosure Simplification Act of 2021 (H.R. 1187) Diversity and Inclusion ESG Investing Closed End Funds Increasing Investor Opportunities Act (H.R. 4262) Build Back Better Act (HR 5376)
Student Loans - American Rescue Plan (H.R. 1319) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) Remote Notarization - SECURE Notarization Act (H.R. 3962/S. 1625) 7702/Ordinary Tax Treatment for Bonds Emergency Savings - Enhancing Emergency and Retirement Savings Act (S. 1870 / H.R. 7146) Build Back Better Act (HR 5376)
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of