ms BETHANY OSBORNE

INVEST Act (HR 3383, Rep. Wagner), which included the following supported provisions: The Retirement Fairness for Charities and Educational Institutions Act (H.R.1013, Rep. Lucas), which allows 403(b) retirement plan participants access to the same investment options available to other employer sponsored retirement plan participants, which will better serve teachers, hospital workers, clergy, and nonprofits; The Improving Disclosure for Investors Act (H.R.2441, Rep. Huizenga), which directs the SEC to issue a rule permitting e-delivery and access to documents, while also preserving individual investors' right to receive information by paper, if preferred.

INVEST Act (HR3383, Rep. Wagner), which includes the following supported provisions: The Retirement Fairness for Charities and Educational Institutions Act (H.R.1013, Rep. Lucas), which allows 403(b) retirement plan participants access to the same investment options available to other employer sponsored retirement plan participants, which will better serve teachers, hospital workers, clergy, and nonprofits; The Improving Disclosure for Investors Act (H.R.2441, Rep. Huizenga), which directs the SEC to issue a rule permitting e-delivery and access to documents, while also preserving the ability of individual investors to receive information by paper, if preferred.

H.R. 6644 (PL 119-101), sponsored by French Hill. The 21st Century Road to Housing Act, which modernized housing policy to improve the supply and availability of affordable housing in order to support financial stability and economic opportunity for Americans.

Outreach related to congressional consideration of tax reform legislation, specifically, HR 1 (One Big Beautiful Bill Act) and HR2547 (Secure Family Futures Act). The One Big Beautiful Bill Act reduces taxes, reduces or increases spending for various federal programs, increases the statutory debt limit, and otherwise addresses agencies and programs throughout the federal government. The introduction of the Secure Family Futures Act pertains to ordinary income treatment and incentives to support economic activity.

HR 1 One Big Beautiful Bill Act (Rep. J. Arrington TX19) - Federal tax reform bill with provisions addressing corporate taxes, federal program budgets and statutory debt limit.

Outreach related to congressional consideration of tax reform legislation, specifically, HR 1 (One Big Beautiful Bill Act) and HR2547 (Secure Family Futures Act). The One Big Beautiful Bill Act reduces taxes, reduces or increases spending for various federal programs, increases the statutory debt limit, and otherwise addresses agencies and programs throughout the federal government. The introduction of the Secure Family Futures Act pertains to ordinary income treatment and incentives to support economic activity.

Outreach related to congressional consideration of tax reform legislation, specifically, HR 1 (One Big Beautiful Bill Act) and HR2547 (Secure Family Futures Act). The One Big Beautiful Bill Act reduces taxes, reduces or increases spending for various federal programs, increases the statutory debt limit, and otherwise addresses agencies and programs throughout the federal government. The introduction of the Secure Family Futures Act pertains to ordinary income treatment and incentives to support economic activity.

One Big Beautiful Bill Act (H.R. 1, Representative Arrington), lobbied in support of 2025 tax reform.

INVEST ACT (HR 3383, Representative Wagner), lobbied in support of The Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, Representative Lucas), which allows 403(b) plan participants access to the same investment options available to other employer sponsored retirement plan participants better serving teachers, hospital workers, clergy, and nonprofits; also lobbied in support of The Improving Disclosure for Investors Act (H.R. 2441, Representative Huizenga), which directs the SEC to issue a rule permitting e-delivery and access to documents, while also preserving individual investors to receive information by paper if preferred. Automatic IRA Act of 2025 (H.R. 6722, Representative Neal), lobbied in support of increasing American's access to financial security in retirement.

INVEST ACT (HR 3383, Representative Wagner), lobbied in support of The Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, Representative Lucas), which allows 403(b) plan participants access to the same investment options available to other employer sponsored retirement plan participants better serving teachers, hospital workers, clergy, and nonprofits; also lobbied in support of The Improving Disclosure for Investors Act (H.R. 2441, Representative Huizenga), which directs the SEC to issue a rule permitting e-delivery and access to documents, while also preserving individual investors to receive information by paper if preferred. Automatic IRA Act of 2025 (H.R. 6722, Representative Neal), lobbied in support of increasing American's access to financial security in retirement.

The Secure Family Futures Act (HR 2547, Representative Feenstra), lobbied in support of providing ordinary tax treatment for life insurance investments and strengthening financial returns for Americans.

Outreach related to congressional consideration of tax reform legislation, specifically, HR 1 (One Big Beautiful Bill Act) and HR2547 (Secure Family Futures Act). The One Big Beautiful Bill Act reduces taxes, reduces or increases spending for various federal programs, increases the statutory debt limit, and otherwise addresses agencies and programs throughout the federal government. The introduction of the Secure Family Futures Act pertains to ordinary income treatment and incentives to support economic activity.

Outreach related to congressional consideration of tax reform legislation, specifically, HR 1 (One Big Beautiful Bill Act) and HR2547 (Secure Family Futures Act). The One Big Beautiful Bill Act reduces taxes, reduces or increases spending for various federal programs, increases the statutory debt limit, and otherwise addresses agencies and programs throughout the federal government. The introduction of the Secure Family Futures Act pertains to ordinary income treatment and incentives to support economic activity.

Outreach related to congressional consideration of tax reform legislation, specifically, HR 1 (One Big Beautiful Bill Act) and HR2547 (Secure Family Futures Act). The One Big Beautiful Bill Act reduces taxes, reduces or increases spending for various federal programs, increases the statutory debt limit, and otherwise addresses agencies and programs throughout the federal government. The introduction of the Secure Family Futures Act pertains to ordinary income treatment and incentives to support economic activity.

INVEST ACT (HR 3383, Representative Wagner), lobbied in support of The Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, Representative Lucas), which allows 403(b) plan participants access to the same investment options available to other employer sponsored retirement plan participants better serving teachers, hospital workers, clergy, and nonprofits; also lobbied in support of The Improving Disclosure for Investors Act (H.R. 2441, Representative Huizenga), which directs the SEC to issue a rule permitting e-delivery and access to documents, while also preserving individual investors to receive information by paper if preferred. Automatic IRA Act of 2025 (H.R. 6722, Representative Neal), lobbied in support of increasing American's access to financial security in retirement.

INVEST ACT (HR 3383, Representative Wagner), lobbied in support of The Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, Representative Lucas), which allows 403(b) plan participants access to the same investment options available to other employer sponsored retirement plan participants better serving teachers, hospital workers, clergy, and nonprofits; also lobbied in support of The Improving Disclosure for Investors Act (H.R. 2441, Representative Huizenga), which directs the SEC to issue a rule permitting e-delivery and access to documents, while also preserving individual investors to receive information by paper if preferred. Automatic IRA Act of 2025 (H.R. 6722, Representative Neal), lobbied in support of increasing American's access to financial security in retirement.