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Reported covered position: Senior Legislative Officer and Deputy Oversight Counselor, Department of Labor; Senior Pensions Counsel, Senate HELP Committee
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
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 4548 - Small Nonprofit Retirement Security Act H.R. 6450 - Retirement Rollover Flexibility Act H.R. 7362 - Form 5500 Filing Simplification Act H.R. 8314 - Optimizing Participant Tax Incentives through Optional Noncash Selections Act H.R. 8783 - To amend the Internal Revenue Code of 1986 to exclude from gross income charitable distributions from certain employer-sponsored retirement plans, and for other purposes H.R. 8837 - Retirement Investment in Small Employers Act S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 1840 - Retirement Investment in Small Employers Act S. 3352 - Retirement Rollover Flexibility Act S. 4511 - To amend the Internal Revenue Code of 1986 to exclude from gross income charitable distributions from certain employer-sponsored retirement plans, and for other purposes
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES via AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
2026 · third_quarter · Q3
H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 4548 - Small Nonprofit Retirement Security Act H.R. 8837 - Retirement Investment in Small Employers Act S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 1840 - Retirement Investment in Small Employers Act
Filing targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE
Source: Senate LDA
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 6084 - ERISA Litigation Reform Act H.R. 6450 - Retirement Rollover Flexibility Act H.R. 6685 - To amend the Internal Revenue Code of 1986 to establish an exception for multiemployer plan participants to the requirements for automatic enrollment. H.R.7185 - Home Savings Act H.R. 7362 - Form 5500 Filing Simplification Act H.R. 6007 - Retirement Investment in Small Employers Act (118th Cong.) S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 3352 - Retirement Rollover Flexibility Act
Retirement Savings for Americans Act of 2025
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 4548 - Small Nonprofit Retirement Security Act H.R. 6450 - Retirement Rollover Flexibility Act H.R. 7362 - Form 5500 Filing Simplification Act H.R. 8314 - Optimizing Participant Tax Incentives through Optional Noncash Selections Act H.R. 8783 - To amend the Internal Revenue Code of 1986 to exclude from gross income charitable distributions from certain employer-sponsored retirement plans, and for other purposes H.R. 8837 - Retirement Investment in Small Employers Act S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 1840 - Retirement Investment in Small Employers Act S. 3352 - Retirement Rollover Flexibility Act S. 4511 - To amend the Internal Revenue Code of 1986 to exclude from gross income charitable distributions from certain employer-sponsored retirement plans, and for other purposes
Retirement Savings for Americans Act of 2025
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 6084 - ERISA Litigation Reform Act H.R. 6450 - Retirement Rollover Flexibility Act H.R. 6685 - To amend the Internal Revenue Code of 1986 to establish an exception for multiemployer plan participants to the requirements for automatic enrollment. H.R.7185 - Home Savings Act H.R. 7362 - Form 5500 Filing Simplification Act H.R. 6007 - Retirement Investment in Small Employers Act (118th Cong.) S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 3352 - Retirement Rollover Flexibility Act
Retirement Savings for Americans Act of 2025
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 4548 - Small Nonprofit Retirement Security Act H.R. 8837 - Retirement Investment in Small Employers Act S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 1840 - Retirement Investment in Small Employers Act
Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 4548 - Small Nonprofit Retirement Security Act H.R. 8837 - Retirement Investment in Small Employers Act S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 1840 - Retirement Investment in Small Employers Act
Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 4548 - Small Nonprofit Retirement Security Act H.R. 6450 - Retirement Rollover Flexibility Act H.R. 7362 - Form 5500 Filing Simplification Act H.R. 8314 - Optimizing Participant Tax Incentives through Optional Noncash Selections Act H.R. 8783 - To amend the Internal Revenue Code of 1986 to exclude from gross income charitable distributions from certain employer-sponsored retirement plans, and for other purposes H.R. 8837 - Retirement Investment in Small Employers Act S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 1840 - Retirement Investment in Small Employers Act S. 3352 - Retirement Rollover Flexibility Act S. 4511 - To amend the Internal Revenue Code of 1986 to exclude from gross income charitable distributions from certain employer-sponsored retirement plans, and for other purposes
Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 6084 - ERISA Litigation Reform Act H.R. 6450 - Retirement Rollover Flexibility Act H.R. 6685 - To amend the Internal Revenue Code of 1986 to establish an exception for multiemployer plan participants to the requirements for automatic enrollment. H.R.7185 - Home Savings Act H.R. 7362 - Form 5500 Filing Simplification Act H.R. 6007 - Retirement Investment in Small Employers Act (118th Cong.) S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 3352 - Retirement Rollover Flexibility Act
Small Nonprofit Retirement Security Act of 2025
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 4548 - Small Nonprofit Retirement Security Act H.R. 6450 - Retirement Rollover Flexibility Act H.R. 7362 - Form 5500 Filing Simplification Act H.R. 8314 - Optimizing Participant Tax Incentives through Optional Noncash Selections Act H.R. 8783 - To amend the Internal Revenue Code of 1986 to exclude from gross income charitable distributions from certain employer-sponsored retirement plans, and for other purposes H.R. 8837 - Retirement Investment in Small Employers Act S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 1840 - Retirement Investment in Small Employers Act S. 3352 - Retirement Rollover Flexibility Act S. 4511 - To amend the Internal Revenue Code of 1986 to exclude from gross income charitable distributions from certain employer-sponsored retirement plans, and for other purposes
Small Nonprofit Retirement Security Act of 2025
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 4548 - Small Nonprofit Retirement Security Act H.R. 8837 - Retirement Investment in Small Employers Act S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 1840 - Retirement Investment in Small Employers Act
To name the Department of Veterans Affairs community-based outpatient clinic in Newton, New Jersey, as the "Anthony 'Tony' J. Gallopo VA Clinic".
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 6084 - ERISA Litigation Reform Act H.R. 6450 - Retirement Rollover Flexibility Act H.R. 6685 - To amend the Internal Revenue Code of 1986 to establish an exception for multiemployer plan participants to the requirements for automatic enrollment. H.R.7185 - Home Savings Act H.R. 7362 - Form 5500 Filing Simplification Act H.R. 6007 - Retirement Investment in Small Employers Act (118th Cong.) S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 3352 - Retirement Rollover Flexibility Act
ERISA Litigation Reform Act
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 6084 - ERISA Litigation Reform Act H.R. 6450 - Retirement Rollover Flexibility Act H.R. 6685 - To amend the Internal Revenue Code of 1986 to establish an exception for multiemployer plan participants to the requirements for automatic enrollment. H.R.7185 - Home Savings Act H.R. 7362 - Form 5500 Filing Simplification Act H.R. 6007 - Retirement Investment in Small Employers Act (118th Cong.) S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 3352 - Retirement Rollover Flexibility Act
Retirement Rollover Flexibility Act
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 6084 - ERISA Litigation Reform Act H.R. 6450 - Retirement Rollover Flexibility Act H.R. 6685 - To amend the Internal Revenue Code of 1986 to establish an exception for multiemployer plan participants to the requirements for automatic enrollment. H.R.7185 - Home Savings Act H.R. 7362 - Form 5500 Filing Simplification Act H.R. 6007 - Retirement Investment in Small Employers Act (118th Cong.) S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 3352 - Retirement Rollover Flexibility Act
Retirement Rollover Flexibility Act
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 4548 - Small Nonprofit Retirement Security Act H.R. 6450 - Retirement Rollover Flexibility Act H.R. 7362 - Form 5500 Filing Simplification Act H.R. 8314 - Optimizing Participant Tax Incentives through Optional Noncash Selections Act H.R. 8783 - To amend the Internal Revenue Code of 1986 to exclude from gross income charitable distributions from certain employer-sponsored retirement plans, and for other purposes H.R. 8837 - Retirement Investment in Small Employers Act S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 1840 - Retirement Investment in Small Employers Act S. 3352 - Retirement Rollover Flexibility Act S. 4511 - To amend the Internal Revenue Code of 1986 to exclude from gross income charitable distributions from certain employer-sponsored retirement plans, and for other purposes
To amend the Internal Revenue Code of 1986 to establish an exception for multiemployer plan participants to the requirements for automatic enrollment.
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 6084 - ERISA Litigation Reform Act H.R. 6450 - Retirement Rollover Flexibility Act H.R. 6685 - To amend the Internal Revenue Code of 1986 to establish an exception for multiemployer plan participants to the requirements for automatic enrollment. H.R.7185 - Home Savings Act H.R. 7362 - Form 5500 Filing Simplification Act H.R. 6007 - Retirement Investment in Small Employers Act (118th Cong.) S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 3352 - Retirement Rollover Flexibility Act
Home Savings Act
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 6084 - ERISA Litigation Reform Act H.R. 6450 - Retirement Rollover Flexibility Act H.R. 6685 - To amend the Internal Revenue Code of 1986 to establish an exception for multiemployer plan participants to the requirements for automatic enrollment. H.R.7185 - Home Savings Act H.R. 7362 - Form 5500 Filing Simplification Act H.R. 6007 - Retirement Investment in Small Employers Act (118th Cong.) S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 3352 - Retirement Rollover Flexibility Act
Form 5500 Filing Simplification Act
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 6084 - ERISA Litigation Reform Act H.R. 6450 - Retirement Rollover Flexibility Act H.R. 6685 - To amend the Internal Revenue Code of 1986 to establish an exception for multiemployer plan participants to the requirements for automatic enrollment. H.R.7185 - Home Savings Act H.R. 7362 - Form 5500 Filing Simplification Act H.R. 6007 - Retirement Investment in Small Employers Act (118th Cong.) S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 3352 - Retirement Rollover Flexibility Act
Form 5500 Filing Simplification Act
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 4548 - Small Nonprofit Retirement Security Act H.R. 6450 - Retirement Rollover Flexibility Act H.R. 7362 - Form 5500 Filing Simplification Act H.R. 8314 - Optimizing Participant Tax Incentives through Optional Noncash Selections Act H.R. 8783 - To amend the Internal Revenue Code of 1986 to exclude from gross income charitable distributions from certain employer-sponsored retirement plans, and for other purposes H.R. 8837 - Retirement Investment in Small Employers Act S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 1840 - Retirement Investment in Small Employers Act S. 3352 - Retirement Rollover Flexibility Act S. 4511 - To amend the Internal Revenue Code of 1986 to exclude from gross income charitable distributions from certain employer-sponsored retirement plans, and for other purposes
OPTIONS Act
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 4548 - Small Nonprofit Retirement Security Act H.R. 6450 - Retirement Rollover Flexibility Act H.R. 7362 - Form 5500 Filing Simplification Act H.R. 8314 - Optimizing Participant Tax Incentives through Optional Noncash Selections Act H.R. 8783 - To amend the Internal Revenue Code of 1986 to exclude from gross income charitable distributions from certain employer-sponsored retirement plans, and for other purposes H.R. 8837 - Retirement Investment in Small Employers Act S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 1840 - Retirement Investment in Small Employers Act S. 3352 - Retirement Rollover Flexibility Act S. 4511 - To amend the Internal Revenue Code of 1986 to exclude from gross income charitable distributions from certain employer-sponsored retirement plans, and for other purposes
To amend the Internal Revenue Code of 1986 to exclude from gross income charitable distributions from certain employer-sponsored retirement plans, and for other purposes.
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 4548 - Small Nonprofit Retirement Security Act H.R. 6450 - Retirement Rollover Flexibility Act H.R. 7362 - Form 5500 Filing Simplification Act H.R. 8314 - Optimizing Participant Tax Incentives through Optional Noncash Selections Act H.R. 8783 - To amend the Internal Revenue Code of 1986 to exclude from gross income charitable distributions from certain employer-sponsored retirement plans, and for other purposes H.R. 8837 - Retirement Investment in Small Employers Act S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 1840 - Retirement Investment in Small Employers Act S. 3352 - Retirement Rollover Flexibility Act S. 4511 - To amend the Internal Revenue Code of 1986 to exclude from gross income charitable distributions from certain employer-sponsored retirement plans, and for other purposes
RISE Act
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 4548 - Small Nonprofit Retirement Security Act H.R. 8837 - Retirement Investment in Small Employers Act S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 1840 - Retirement Investment in Small Employers Act
RISE Act
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 4548 - Small Nonprofit Retirement Security Act H.R. 6450 - Retirement Rollover Flexibility Act H.R. 7362 - Form 5500 Filing Simplification Act H.R. 8314 - Optimizing Participant Tax Incentives through Optional Noncash Selections Act H.R. 8783 - To amend the Internal Revenue Code of 1986 to exclude from gross income charitable distributions from certain employer-sponsored retirement plans, and for other purposes H.R. 8837 - Retirement Investment in Small Employers Act S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 1840 - Retirement Investment in Small Employers Act S. 3352 - Retirement Rollover Flexibility Act S. 4511 - To amend the Internal Revenue Code of 1986 to exclude from gross income charitable distributions from certain employer-sponsored retirement plans, and for other purposes
Retirement Savings for Americans Act of 2025
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 6084 - ERISA Litigation Reform Act H.R. 6450 - Retirement Rollover Flexibility Act H.R. 6685 - To amend the Internal Revenue Code of 1986 to establish an exception for multiemployer plan participants to the requirements for automatic enrollment. H.R.7185 - Home Savings Act H.R. 7362 - Form 5500 Filing Simplification Act H.R. 6007 - Retirement Investment in Small Employers Act (118th Cong.) S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 3352 - Retirement Rollover Flexibility Act
Retirement Savings for Americans Act of 2025
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 4548 - Small Nonprofit Retirement Security Act H.R. 8837 - Retirement Investment in Small Employers Act S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 1840 - Retirement Investment in Small Employers Act
Retirement Savings for Americans Act of 2025
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 4548 - Small Nonprofit Retirement Security Act H.R. 6450 - Retirement Rollover Flexibility Act H.R. 7362 - Form 5500 Filing Simplification Act H.R. 8314 - Optimizing Participant Tax Incentives through Optional Noncash Selections Act H.R. 8783 - To amend the Internal Revenue Code of 1986 to exclude from gross income charitable distributions from certain employer-sponsored retirement plans, and for other purposes H.R. 8837 - Retirement Investment in Small Employers Act S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 1840 - Retirement Investment in Small Employers Act S. 3352 - Retirement Rollover Flexibility Act S. 4511 - To amend the Internal Revenue Code of 1986 to exclude from gross income charitable distributions from certain employer-sponsored retirement plans, and for other purposes
Retirement Investment in Small Employers Act
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 4548 - Small Nonprofit Retirement Security Act H.R. 8837 - Retirement Investment in Small Employers Act S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 1840 - Retirement Investment in Small Employers Act
Retirement Investment in Small Employers Act
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 4548 - Small Nonprofit Retirement Security Act H.R. 6450 - Retirement Rollover Flexibility Act H.R. 7362 - Form 5500 Filing Simplification Act H.R. 8314 - Optimizing Participant Tax Incentives through Optional Noncash Selections Act H.R. 8783 - To amend the Internal Revenue Code of 1986 to exclude from gross income charitable distributions from certain employer-sponsored retirement plans, and for other purposes H.R. 8837 - Retirement Investment in Small Employers Act S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 1840 - Retirement Investment in Small Employers Act S. 3352 - Retirement Rollover Flexibility Act S. 4511 - To amend the Internal Revenue Code of 1986 to exclude from gross income charitable distributions from certain employer-sponsored retirement plans, and for other purposes
Retirement Rollover Flexibility Act
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 6084 - ERISA Litigation Reform Act H.R. 6450 - Retirement Rollover Flexibility Act H.R. 6685 - To amend the Internal Revenue Code of 1986 to establish an exception for multiemployer plan participants to the requirements for automatic enrollment. H.R.7185 - Home Savings Act H.R. 7362 - Form 5500 Filing Simplification Act H.R. 6007 - Retirement Investment in Small Employers Act (118th Cong.) S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 3352 - Retirement Rollover Flexibility Act
Retirement Rollover Flexibility Act
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 4548 - Small Nonprofit Retirement Security Act H.R. 6450 - Retirement Rollover Flexibility Act H.R. 7362 - Form 5500 Filing Simplification Act H.R. 8314 - Optimizing Participant Tax Incentives through Optional Noncash Selections Act H.R. 8783 - To amend the Internal Revenue Code of 1986 to exclude from gross income charitable distributions from certain employer-sponsored retirement plans, and for other purposes H.R. 8837 - Retirement Investment in Small Employers Act S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 1840 - Retirement Investment in Small Employers Act S. 3352 - Retirement Rollover Flexibility Act S. 4511 - To amend the Internal Revenue Code of 1986 to exclude from gross income charitable distributions from certain employer-sponsored retirement plans, and for other purposes
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 6084 - ERISA Litigation Reform Act H.R. 6450 - Retirement Rollover Flexibility Act H.R. 6685 - To amend the Internal Revenue Code of 1986 to establish an exception for multiemployer plan participants to the requirements for automatic enrollment. H.R.7185 - Home Savings Act H.R. 7362 - Form 5500 Filing Simplification Act H.R. 6007 - Retirement Investment in Small Employers Act (118th Cong.) S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 3352 - Retirement Rollover Flexibility Act
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 4548 - Small Nonprofit Retirement Security Act H.R. 6450 - Retirement Rollover Flexibility Act H.R. 7362 - Form 5500 Filing Simplification Act H.R. 8314 - Optimizing Participant Tax Incentives through Optional Noncash Selections Act H.R. 8783 - To amend the Internal Revenue Code of 1986 to exclude from gross income charitable distributions from certain employer-sponsored retirement plans, and for other purposes H.R. 8837 - Retirement Investment in Small Employers Act S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 1840 - Retirement Investment in Small Employers Act S. 3352 - Retirement Rollover Flexibility Act S. 4511 - To amend the Internal Revenue Code of 1986 to exclude from gross income charitable distributions from certain employer-sponsored retirement plans, and for other purposes
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 4548 - Small Nonprofit Retirement Security Act H.R. 8837 - Retirement Investment in Small Employers Act S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 1840 - Retirement Investment in Small Employers Act
A bill to amend the Internal Revenue Code of 1986 to exclude from gross income charitable distributions from certain employer-sponsored retirement plans, and for other purposes.
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 4548 - Small Nonprofit Retirement Security Act H.R. 6450 - Retirement Rollover Flexibility Act H.R. 7362 - Form 5500 Filing Simplification Act H.R. 8314 - Optimizing Participant Tax Incentives through Optional Noncash Selections Act H.R. 8783 - To amend the Internal Revenue Code of 1986 to exclude from gross income charitable distributions from certain employer-sponsored retirement plans, and for other purposes H.R. 8837 - Retirement Investment in Small Employers Act S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 1840 - Retirement Investment in Small Employers Act S. 3352 - Retirement Rollover Flexibility Act S. 4511 - To amend the Internal Revenue Code of 1986 to exclude from gross income charitable distributions from certain employer-sponsored retirement plans, and for other purposes
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 4548 - Small Nonprofit Retirement Security Act of 2025 H.R. 6084 - ERISA Litigation Reform Act H.R. 6450 - Retirement Rollover Flexibility Act H.R. 6722 - Automatic IRA Act of 2025 S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 1707 - Helping Young Americans Save for Retirement Act S. 1831 - Auto Re-Enroll Act of 2025 S. 1840 - Retirement Investment in Small Employers Act S. 2365 - Small Nonprofit Retirement Security Act of 2025 S. 3352 - Retirement Rollover Flexibility Act
Retirement Savings for Americans Act of 2025
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 4548 - Small Nonprofit Retirement Security Act of 2025 H.R. 6084 - ERISA Litigation Reform Act H.R. 6450 - Retirement Rollover Flexibility Act H.R. 6722 - Automatic IRA Act of 2025 S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 1707 - Helping Young Americans Save for Retirement Act S. 1831 - Auto Re-Enroll Act of 2025 S. 1840 - Retirement Investment in Small Employers Act S. 2365 - Small Nonprofit Retirement Security Act of 2025 S. 3352 - Retirement Rollover Flexibility Act
Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 4548 - Small Nonprofit Retirement Security Act of 2025 H.R. 6084 - ERISA Litigation Reform Act H.R. 6450 - Retirement Rollover Flexibility Act H.R. 6722 - Automatic IRA Act of 2025 S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 1707 - Helping Young Americans Save for Retirement Act S. 1831 - Auto Re-Enroll Act of 2025 S. 1840 - Retirement Investment in Small Employers Act S. 2365 - Small Nonprofit Retirement Security Act of 2025 S. 3352 - Retirement Rollover Flexibility Act
Small Nonprofit Retirement Security Act of 2025
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 4548 - Small Nonprofit Retirement Security Act of 2025 H.R. 6084 - ERISA Litigation Reform Act H.R. 6450 - Retirement Rollover Flexibility Act H.R. 6722 - Automatic IRA Act of 2025 S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 1707 - Helping Young Americans Save for Retirement Act S. 1831 - Auto Re-Enroll Act of 2025 S. 1840 - Retirement Investment in Small Employers Act S. 2365 - Small Nonprofit Retirement Security Act of 2025 S. 3352 - Retirement Rollover Flexibility Act
ERISA Litigation Reform Act
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 4548 - Small Nonprofit Retirement Security Act of 2025 H.R. 6084 - ERISA Litigation Reform Act H.R. 6450 - Retirement Rollover Flexibility Act H.R. 6722 - Automatic IRA Act of 2025 S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 1707 - Helping Young Americans Save for Retirement Act S. 1831 - Auto Re-Enroll Act of 2025 S. 1840 - Retirement Investment in Small Employers Act S. 2365 - Small Nonprofit Retirement Security Act of 2025 S. 3352 - Retirement Rollover Flexibility Act
Retirement Rollover Flexibility Act
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 4548 - Small Nonprofit Retirement Security Act of 2025 H.R. 6084 - ERISA Litigation Reform Act H.R. 6450 - Retirement Rollover Flexibility Act H.R. 6722 - Automatic IRA Act of 2025 S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 1707 - Helping Young Americans Save for Retirement Act S. 1831 - Auto Re-Enroll Act of 2025 S. 1840 - Retirement Investment in Small Employers Act S. 2365 - Small Nonprofit Retirement Security Act of 2025 S. 3352 - Retirement Rollover Flexibility Act
Automatic IRA Act of 2025
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 4548 - Small Nonprofit Retirement Security Act of 2025 H.R. 6084 - ERISA Litigation Reform Act H.R. 6450 - Retirement Rollover Flexibility Act H.R. 6722 - Automatic IRA Act of 2025 S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 1707 - Helping Young Americans Save for Retirement Act S. 1831 - Auto Re-Enroll Act of 2025 S. 1840 - Retirement Investment in Small Employers Act S. 2365 - Small Nonprofit Retirement Security Act of 2025 S. 3352 - Retirement Rollover Flexibility Act
Retirement Savings for Americans Act of 2025
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 4548 - Small Nonprofit Retirement Security Act of 2025 H.R. 6084 - ERISA Litigation Reform Act H.R. 6450 - Retirement Rollover Flexibility Act H.R. 6722 - Automatic IRA Act of 2025 S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 1707 - Helping Young Americans Save for Retirement Act S. 1831 - Auto Re-Enroll Act of 2025 S. 1840 - Retirement Investment in Small Employers Act S. 2365 - Small Nonprofit Retirement Security Act of 2025 S. 3352 - Retirement Rollover Flexibility Act
Helping Young Americans Save for Retirement Act
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 4548 - Small Nonprofit Retirement Security Act of 2025 H.R. 6084 - ERISA Litigation Reform Act H.R. 6450 - Retirement Rollover Flexibility Act H.R. 6722 - Automatic IRA Act of 2025 S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 1707 - Helping Young Americans Save for Retirement Act S. 1831 - Auto Re-Enroll Act of 2025 S. 1840 - Retirement Investment in Small Employers Act S. 2365 - Small Nonprofit Retirement Security Act of 2025 S. 3352 - Retirement Rollover Flexibility Act
Auto Reenroll Act of 2025
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 4548 - Small Nonprofit Retirement Security Act of 2025 H.R. 6084 - ERISA Litigation Reform Act H.R. 6450 - Retirement Rollover Flexibility Act H.R. 6722 - Automatic IRA Act of 2025 S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 1707 - Helping Young Americans Save for Retirement Act S. 1831 - Auto Re-Enroll Act of 2025 S. 1840 - Retirement Investment in Small Employers Act S. 2365 - Small Nonprofit Retirement Security Act of 2025 S. 3352 - Retirement Rollover Flexibility Act
Retirement Investment in Small Employers Act
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 4548 - Small Nonprofit Retirement Security Act of 2025 H.R. 6084 - ERISA Litigation Reform Act H.R. 6450 - Retirement Rollover Flexibility Act H.R. 6722 - Automatic IRA Act of 2025 S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 1707 - Helping Young Americans Save for Retirement Act S. 1831 - Auto Re-Enroll Act of 2025 S. 1840 - Retirement Investment in Small Employers Act S. 2365 - Small Nonprofit Retirement Security Act of 2025 S. 3352 - Retirement Rollover Flexibility Act
Small Nonprofit Retirement Security Act of 2025
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 4548 - Small Nonprofit Retirement Security Act of 2025 H.R. 6084 - ERISA Litigation Reform Act H.R. 6450 - Retirement Rollover Flexibility Act H.R. 6722 - Automatic IRA Act of 2025 S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 1707 - Helping Young Americans Save for Retirement Act S. 1831 - Auto Re-Enroll Act of 2025 S. 1840 - Retirement Investment in Small Employers Act S. 2365 - Small Nonprofit Retirement Security Act of 2025 S. 3352 - Retirement Rollover Flexibility Act
Retirement Rollover Flexibility Act
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 4548 - Small Nonprofit Retirement Security Act of 2025 H.R. 6084 - ERISA Litigation Reform Act H.R. 6450 - Retirement Rollover Flexibility Act H.R. 6722 - Automatic IRA Act of 2025 S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 1707 - Helping Young Americans Save for Retirement Act S. 1831 - Auto Re-Enroll Act of 2025 S. 1840 - Retirement Investment in Small Employers Act S. 2365 - Small Nonprofit Retirement Security Act of 2025 S. 3352 - Retirement Rollover Flexibility Act
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 4548 - Small Nonprofit Retirement Security Act of 2025 H.R. 6084 - ERISA Litigation Reform Act H.R. 6450 - Retirement Rollover Flexibility Act H.R. 6722 - Automatic IRA Act of 2025 S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 1707 - Helping Young Americans Save for Retirement Act S. 1831 - Auto Re-Enroll Act of 2025 S. 1840 - Retirement Investment in Small Employers Act S. 2365 - Small Nonprofit Retirement Security Act of 2025 S. 3352 - Retirement Rollover Flexibility Act
Lower Energy Costs Act
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 1 - One Big Beautiful Bill Act - retirement aspects H.R.2163 - No Penalties for Victims of Fraud Act H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 6757 - To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (118th Congress) S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 4965 - Small Nonprofit Security Act of 2024 (118th Congress) S. 1526 - Retirement Savings for Americans Act of 2025 S. 1831 - Auto Reenroll Act of 2025
American Port Access Privileges Act of 2023
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 3063 - Retirement Fairness for Charities and Educational Institutions Act of 2023 (118th Congress) H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 6065 - Retirement Savings for Americans Act of 2023 (118th Congress) H.R. 6757 - To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (118th Congress) S. 4917 - Retirement Fairness for Charities and Educational Institutions Act of 2024 (118th Congress) S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 3102 - Retirement Savings for Americans Act of 2023 (118th Congress) S. 4965 - Small Nonprofit Security Act of 2024 (118th Congress)
American Port Access Privileges Act of 2023
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 3063 - Retirement Fairness for Charities and Educational Institutions Act of 2023 (118th Congress) H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 6065 - Retirement Savings for Americans Act of 2023 (118th Congress) H.R. 6757 - To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (118th Congress)
American Port Access Privileges Act of 2023
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 1 - One Big Beautiful Bill Act - retirement aspects H.R.2163 - No Penalties for Victims of Fraud Act H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 6757 - To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (118th Congress) S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 4965 - Small Nonprofit Security Act of 2024 (118th Congress) S. 1526 - Retirement Savings for Americans Act of 2025 S. 1831 - Auto Reenroll Act of 2025
American Port Access Privileges Act of 2023
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 4548 - Small Nonprofit Retirement Security Act of 2025 H.R. 5325 - Unclaimed Retirement Rescue Plan H.R. 6757 - To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (118th Congress) H.R. 7293 - Automatic IRA Act of 2024 (118th Congress) S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 2365 - Small Nonprofit Retirement Security Act of 2025
To provide for a limitation on availability of funds for U.S. Department of Interior, US Fish and Wildlife Service, Multinational Species Conservation Fund for fiscal year 2024.
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 1 - One Big Beautiful Bill Act - retirement aspects H.R.2163 - No Penalties for Victims of Fraud Act H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 6757 - To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (118th Congress) S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 4965 - Small Nonprofit Security Act of 2024 (118th Congress) S. 1526 - Retirement Savings for Americans Act of 2025 S. 1831 - Auto Reenroll Act of 2025
Motorsports Fairness and Permanency Act of 2023
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 1 - One Big Beautiful Bill Act - retirement aspects H.R.2163 - No Penalties for Victims of Fraud Act H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 6757 - To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (118th Congress) S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 4965 - Small Nonprofit Security Act of 2024 (118th Congress) S. 1526 - Retirement Savings for Americans Act of 2025 S. 1831 - Auto Reenroll Act of 2025
Motorsports Fairness and Permanency Act of 2023
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 4548 - Small Nonprofit Retirement Security Act of 2025 H.R. 5325 - Unclaimed Retirement Rescue Plan H.R. 6757 - To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (118th Congress) H.R. 7293 - Automatic IRA Act of 2024 (118th Congress) S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 2365 - Small Nonprofit Retirement Security Act of 2025
Retirement Fairness for Charities and Educational Institutions Act of 2023
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 3063 - Retirement Fairness for Charities and Educational Institutions Act of 2023 (118th Congress) H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 6065 - Retirement Savings for Americans Act of 2023 (118th Congress) H.R. 6757 - To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (118th Congress)
Retirement Fairness for Charities and Educational Institutions Act of 2023
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 3063 - Retirement Fairness for Charities and Educational Institutions Act of 2023 (118th Congress) H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 6065 - Retirement Savings for Americans Act of 2023 (118th Congress) H.R. 6757 - To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (118th Congress) S. 4917 - Retirement Fairness for Charities and Educational Institutions Act of 2024 (118th Congress) S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 3102 - Retirement Savings for Americans Act of 2023 (118th Congress) S. 4965 - Small Nonprofit Security Act of 2024 (118th Congress)
BRIDGE to DRC Act of 2023
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 4548 - Small Nonprofit Retirement Security Act of 2025 H.R. 5325 - Unclaimed Retirement Rescue Plan H.R. 6757 - To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (118th Congress) H.R. 7293 - Automatic IRA Act of 2024 (118th Congress) S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 2365 - Small Nonprofit Retirement Security Act of 2025
Domestic Water Protection Act of 2023
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 4548 - Small Nonprofit Retirement Security Act of 2025 H.R. 5325 - Unclaimed Retirement Rescue Plan H.R. 6757 - To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (118th Congress) H.R. 7293 - Automatic IRA Act of 2024 (118th Congress) S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 2365 - Small Nonprofit Retirement Security Act of 2025
Retirement Savings for Americans Act of 2023
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 3063 - Retirement Fairness for Charities and Educational Institutions Act of 2023 (118th Congress) H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 6065 - Retirement Savings for Americans Act of 2023 (118th Congress) H.R. 6757 - To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (118th Congress) S. 4917 - Retirement Fairness for Charities and Educational Institutions Act of 2024 (118th Congress) S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 3102 - Retirement Savings for Americans Act of 2023 (118th Congress) S. 4965 - Small Nonprofit Security Act of 2024 (118th Congress)
Retirement Savings for Americans Act of 2023
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 3063 - Retirement Fairness for Charities and Educational Institutions Act of 2023 (118th Congress) H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 6065 - Retirement Savings for Americans Act of 2023 (118th Congress) H.R. 6757 - To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (118th Congress)
To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts.
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 1 - One Big Beautiful Bill Act - retirement aspects H.R.2163 - No Penalties for Victims of Fraud Act H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 6757 - To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (118th Congress) S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 4965 - Small Nonprofit Security Act of 2024 (118th Congress) S. 1526 - Retirement Savings for Americans Act of 2025 S. 1831 - Auto Reenroll Act of 2025
To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts.
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 3063 - Retirement Fairness for Charities and Educational Institutions Act of 2023 (118th Congress) H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 6065 - Retirement Savings for Americans Act of 2023 (118th Congress) H.R. 6757 - To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (118th Congress)
To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts.
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 3063 - Retirement Fairness for Charities and Educational Institutions Act of 2023 (118th Congress) H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 6065 - Retirement Savings for Americans Act of 2023 (118th Congress) H.R. 6757 - To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (118th Congress) S. 4917 - Retirement Fairness for Charities and Educational Institutions Act of 2024 (118th Congress) S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 3102 - Retirement Savings for Americans Act of 2023 (118th Congress) S. 4965 - Small Nonprofit Security Act of 2024 (118th Congress)
To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts.
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 4548 - Small Nonprofit Retirement Security Act of 2025 H.R. 5325 - Unclaimed Retirement Rescue Plan H.R. 6757 - To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (118th Congress) H.R. 7293 - Automatic IRA Act of 2024 (118th Congress) S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 2365 - Small Nonprofit Retirement Security Act of 2025
Automatic IRA Act of 2024
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 4548 - Small Nonprofit Retirement Security Act of 2025 H.R. 5325 - Unclaimed Retirement Rescue Plan H.R. 6757 - To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (118th Congress) H.R. 7293 - Automatic IRA Act of 2024 (118th Congress) S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 2365 - Small Nonprofit Retirement Security Act of 2025
NTIA Policy and Cybersecurity Coordination Act
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 4548 - Small Nonprofit Retirement Security Act of 2025 H.R. 5325 - Unclaimed Retirement Rescue Plan H.R. 6757 - To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (118th Congress) H.R. 7293 - Automatic IRA Act of 2024 (118th Congress) S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 2365 - Small Nonprofit Retirement Security Act of 2025
NTIA Policy and Cybersecurity Coordination Act
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 1 - One Big Beautiful Bill Act - retirement aspects H.R.2163 - No Penalties for Victims of Fraud Act H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 6757 - To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (118th Congress) S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 4965 - Small Nonprofit Security Act of 2024 (118th Congress) S. 1526 - Retirement Savings for Americans Act of 2025 S. 1831 - Auto Reenroll Act of 2025
Roadless Area Conservation Act of 2023
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 1 - One Big Beautiful Bill Act - retirement aspects H.R.2163 - No Penalties for Victims of Fraud Act H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 6757 - To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (118th Congress) S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 4965 - Small Nonprofit Security Act of 2024 (118th Congress) S. 1526 - Retirement Savings for Americans Act of 2025 S. 1831 - Auto Reenroll Act of 2025
SNAP Next Step Act of 2023
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 4548 - Small Nonprofit Retirement Security Act of 2025 H.R. 5325 - Unclaimed Retirement Rescue Plan H.R. 6757 - To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (118th Congress) H.R. 7293 - Automatic IRA Act of 2024 (118th Congress) S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 2365 - Small Nonprofit Retirement Security Act of 2025
Retirement Savings for Americans Act of 2023
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 3063 - Retirement Fairness for Charities and Educational Institutions Act of 2023 (118th Congress) H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 6065 - Retirement Savings for Americans Act of 2023 (118th Congress) H.R. 6757 - To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (118th Congress) S. 4917 - Retirement Fairness for Charities and Educational Institutions Act of 2024 (118th Congress) S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 3102 - Retirement Savings for Americans Act of 2023 (118th Congress) S. 4965 - Small Nonprofit Security Act of 2024 (118th Congress)
Protect Our Seniors Act
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 3063 - Retirement Fairness for Charities and Educational Institutions Act of 2023 (118th Congress) H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 6065 - Retirement Savings for Americans Act of 2023 (118th Congress) H.R. 6757 - To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (118th Congress) S. 4917 - Retirement Fairness for Charities and Educational Institutions Act of 2024 (118th Congress) S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 3102 - Retirement Savings for Americans Act of 2023 (118th Congress) S. 4965 - Small Nonprofit Security Act of 2024 (118th Congress)
Protect Our Seniors Act
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 4548 - Small Nonprofit Retirement Security Act of 2025 H.R. 5325 - Unclaimed Retirement Rescue Plan H.R. 6757 - To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (118th Congress) H.R. 7293 - Automatic IRA Act of 2024 (118th Congress) S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 2365 - Small Nonprofit Retirement Security Act of 2025
Protect Our Seniors Act
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 1 - One Big Beautiful Bill Act - retirement aspects H.R.2163 - No Penalties for Victims of Fraud Act H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 6757 - To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (118th Congress) S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 4965 - Small Nonprofit Security Act of 2024 (118th Congress) S. 1526 - Retirement Savings for Americans Act of 2025 S. 1831 - Auto Reenroll Act of 2025
Retirement Fairness for Charities and Educational Institutions Act of 2024
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 3063 - Retirement Fairness for Charities and Educational Institutions Act of 2023 (118th Congress) H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 6065 - Retirement Savings for Americans Act of 2023 (118th Congress) H.R. 6757 - To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (118th Congress) S. 4917 - Retirement Fairness for Charities and Educational Institutions Act of 2024 (118th Congress) S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 3102 - Retirement Savings for Americans Act of 2023 (118th Congress) S. 4965 - Small Nonprofit Security Act of 2024 (118th Congress)
Small Nonprofit Retirement Security Act of 2024
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 1 - One Big Beautiful Bill Act - retirement aspects H.R.2163 - No Penalties for Victims of Fraud Act H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 6757 - To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (118th Congress) S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 4965 - Small Nonprofit Security Act of 2024 (118th Congress) S. 1526 - Retirement Savings for Americans Act of 2025 S. 1831 - Auto Reenroll Act of 2025
Small Nonprofit Retirement Security Act of 2024
Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
H.R. 3063 - Retirement Fairness for Charities and Educational Institutions Act of 2023 (118th Congress) H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 6065 - Retirement Savings for Americans Act of 2023 (118th Congress) H.R. 6757 - To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (118th Congress) S. 4917 - Retirement Fairness for Charities and Educational Institutions Act of 2024 (118th Congress) S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 3102 - Retirement Savings for Americans Act of 2023 (118th Congress) S. 4965 - Small Nonprofit Security Act of 2024 (118th Congress)
2026 · second_quarter · Q2
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 4548 - Small Nonprofit Retirement Security Act H.R. 6450 - Retirement Rollover Flexibility Act H.R. 7362 - Form 5500 Filing Simplification Act H.R. 8314 - Optimizing Participant Tax Incentives through Optional Noncash Selections Act H.R. 8783 - To amend the Internal Revenue Code of 1986 to exclude from gross income charitable distributions from certain employer-sponsored retirement plans, and for other purposes H.R. 8837 - Retirement Investment in Small Employers Act S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 1840 - Retirement Investment in Small Employers Act S. 3352 - Retirement Rollover Flexibility Act S. 4511 - To amend the Internal Revenue Code of 1986 to exclude from gross income charitable distributions from certain employer-sponsored retirement plans, and for other purposes
Filing targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE
AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES via AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
2026 · first_quarter · Q1
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 6084 - ERISA Litigation Reform Act H.R. 6450 - Retirement Rollover Flexibility Act H.R. 6685 - To amend the Internal Revenue Code of 1986 to establish an exception for multiemployer plan participants to the requirements for automatic enrollment. H.R.7185 - Home Savings Act H.R. 7362 - Form 5500 Filing Simplification Act H.R. 6007 - Retirement Investment in Small Employers Act (118th Cong.) S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 3352 - Retirement Rollover Flexibility Act
Filing targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE
AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES via AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
2025 · fourth_quarter · Q4
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 4548 - Small Nonprofit Retirement Security Act of 2025 H.R. 6084 - ERISA Litigation Reform Act H.R. 6450 - Retirement Rollover Flexibility Act H.R. 6722 - Automatic IRA Act of 2025 S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 1707 - Helping Young Americans Save for Retirement Act S. 1831 - Auto Re-Enroll Act of 2025 S. 1840 - Retirement Investment in Small Employers Act S. 2365 - Small Nonprofit Retirement Security Act of 2025 S. 3352 - Retirement Rollover Flexibility Act
Filing targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE
AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES via AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
2025 · third_quarter · Q3
H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 4548 - Small Nonprofit Retirement Security Act of 2025 H.R. 5325 - Unclaimed Retirement Rescue Plan H.R. 6757 - To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (118th Congress) H.R. 7293 - Automatic IRA Act of 2024 (118th Congress) S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 2365 - Small Nonprofit Retirement Security Act of 2025
Filing targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE
AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES via AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
2025 · second_quarter · Q2
H.R. 1 - One Big Beautiful Bill Act - retirement aspects H.R.2163 - No Penalties for Victims of Fraud Act H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 6757 - To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (118th Congress) S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 4965 - Small Nonprofit Security Act of 2024 (118th Congress) S. 1526 - Retirement Savings for Americans Act of 2025 S. 1831 - Auto Reenroll Act of 2025
Filing targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE
AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES via AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
2025 · first_quarter · 1A
H.R. 3063 - Retirement Fairness for Charities and Educational Institutions Act of 2023 (118th Congress) H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 6065 - Retirement Savings for Americans Act of 2023 (118th Congress) H.R. 6757 - To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (118th Congress) S. 4917 - Retirement Fairness for Charities and Educational Institutions Act of 2024 (118th Congress) S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 3102 - Retirement Savings for Americans Act of 2023 (118th Congress) S. 4965 - Small Nonprofit Security Act of 2024 (118th Congress)
Filing targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE
AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES via AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
2025 · first_quarter · Q1
H.R. 3063 - Retirement Fairness for Charities and Educational Institutions Act of 2023 (118th Congress) H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 6065 - Retirement Savings for Americans Act of 2023 (118th Congress) H.R. 6757 - To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (118th Congress)
Filing targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC)