Reported covered position: N/A
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 Security Needs Lifetime Pay Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1082 GROWTH Act S. 1297 Retirement Security for Life Act of 2009 (annuities) S. 1934 Foreign Account Tax Compliance Act of 2009 S. 2927 Wall Street Fair Share Act (securities transaction tax) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) H.R. 3429 GROWTH Act H.R. 3933 Foreign Account Tax Compliance Act of 2009 H.R. 4126 Retirement Fairness Act of 2009 (retirement plan nondiscrimination) H.R. 4191 Let Wall Street Pay for the Restoration of Main Street Act (securities transaction tax) H.R. 4213 Tax Extenders Act of 2009 (flow-through) H.R. 4337 Regulated Investment Company Modernization Act of 2009
Retirement Security Needs Lifetime Pay Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2010 · fourth_quarter · Q4
S. 1082 GROWTH Act S. 1297 Retirement Security for Life Act of 2009 (annuities) S. 3793 Job Creation and Tax Cuts Act of 2010 (flow-through) S. 3948 Regulated Investment Company Modernization Act of 2010 H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) H.R. 3429 GROWTH Act H.R. 4126 Retirement Fairness Act of 2009 (retirement plan nondiscrimination) H.R. 4337 Regulated Investment Company Modernization Act of 2010 H.R. 4853 Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (capital gains/dividends, flow-through)
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Source: Senate LDA
S. 1082 GROWTH Act S. 1297 Retirement Security for Life Act of 2009 (annuities) S. 1934 Foreign Account Tax Compliance Act of 2009 S. 2927 Wall Street Fair Share Act (securities transaction tax) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) H.R. 3429 GROWTH Act H.R. 3933 Foreign Account Tax Compliance Act of 2009 H.R. 4126 Retirement Fairness Act of 2009 (retirement plan nondiscrimination) H.R. 4191 Let Wall Street Pay for the Restoration of Main Street Act (securities transaction tax) H.R. 4213 American Jobs and Closing Tax Loopholes Act of 2010 (flow-through) H.R. 4337 Regulated Investment Company Modernization Act of 2009 H.R. 4742 SAVE Act (Automatic Payroll Deduction IRA) Financial Crisis Responsibility Fee
Retirement Security Needs Lifetime Pay Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1082 GROWTH Act S. 1297 Retirement Security for Life Act of 2009 (annuities) S. 2927 Wall Street Fair Share Act (securities transaction tax) S. 3793 Job Creation and Tax Cuts Act of 2010 (flow-through) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) H.R. 3429 GROWTH Act H.R. 4126 Retirement Fairness Act of 2009 (retirement plan nondiscrimination) H.R. 4191 Let Wall Street Pay for the Restoration of Main Street Act (securities transaction tax) H.R. 4337 Regulated Investment Company Modernization Act of 2009 Financial Crisis Responsibility Fee
Retirement Security Needs Lifetime Pay Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1082 GROWTH Act S. 1297 Retirement Security for Life Act of 2009 (annuities) S. 3793 Job Creation and Tax Cuts Act of 2010 (flow-through) S. 3948 Regulated Investment Company Modernization Act of 2010 H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) H.R. 3429 GROWTH Act H.R. 4126 Retirement Fairness Act of 2009 (retirement plan nondiscrimination) H.R. 4337 Regulated Investment Company Modernization Act of 2010 H.R. 4853 Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (capital gains/dividends, flow-through)
Defined Contribution Plan Fee Transparency Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 401 Defined Contribution Fee Disclosure Act of 2009 S. 2832 Lifetime Income Disclosure Act S. 3760 Automatic IRA Act of 2010 Target Date Funds (Kohl) H.R. 2779 Defined Contribution Plan Fee Transparency Act of 2009 (Neal) H.R. 4742 SAVE Act (Automatic IRA) H.R. 2989 401(k) Fair Disclosure and Pension Security Act of 2009 (Miller) H.R. 4146 Sensible Transparency for Retirement Plans Act of 2009 (Kline) H.R. 5297 Small Business Job Creation and Access to Capital Act of 2010 (Roth accounts) H.R. 6099 Automatic IRA Act of 2010
Defined Contribution Plan Fee Transparency Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 401 Defined Contribution Fee Disclosure Act of 2009 S. 2832 Lifetime Income Disclosure Act Target Date Funds (Kohl) H.R. 2779 Defined Contribution Plan Fee Transparency Act of 2009 (Neal) H.R. 2847 HIRE Act (401(k) disclosure) H.R. 2989 401(k) Fair Disclosure and Pension Security Act of 2009 (Miller) H.R. 4146 Sensible Transparency for Retirement Plans Act of 2009 (Kline)
Defined Contribution Plan Fee Transparency Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 401 Defined Contribution Fee Disclosure Act of 2009 S. 2932 Lifetime Income Disclosure Act Target Date Funds (Kohl) H.R. 2779 Defined Contribution Plan Fee Transparency Act of 2009 (Neal) H.R. 2989 401(k) Fair Disclosure and Pension Security Act of 2009 (Miller) H.R. 4146 Sensible Transparency for Retirement Plans Act of 2009 (Kline) H.R. 4213 American Jobs and Closing Tax Loopholes Act of 2010 (401(k) disclosure)
401(k) Fair Disclosure and Pension Security Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 401 Defined Contribution Fee Disclosure Act of 2009 S. 2832 Lifetime Income Disclosure Act S. 3760 Automatic IRA Act of 2010 Target Date Funds (Kohl) H.R. 2779 Defined Contribution Plan Fee Transparency Act of 2009 (Neal) H.R. 4742 SAVE Act (Automatic IRA) H.R. 2989 401(k) Fair Disclosure and Pension Security Act of 2009 (Miller) H.R. 4146 Sensible Transparency for Retirement Plans Act of 2009 (Kline) H.R. 5297 Small Business Job Creation and Access to Capital Act of 2010 (Roth accounts) H.R. 6099 Automatic IRA Act of 2010
401(k) Fair Disclosure and Pension Security Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 401 Defined Contribution Fee Disclosure Act of 2009 S. 2832 Lifetime Income Disclosure Act Target Date Funds (Kohl) H.R. 2779 Defined Contribution Plan Fee Transparency Act of 2009 (Neal) H.R. 2847 HIRE Act (401(k) disclosure) H.R. 2989 401(k) Fair Disclosure and Pension Security Act of 2009 (Miller) H.R. 4146 Sensible Transparency for Retirement Plans Act of 2009 (Kline)
401(k) Fair Disclosure and Pension Security Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 401 Defined Contribution Fee Disclosure Act of 2009 S. 2932 Lifetime Income Disclosure Act Target Date Funds (Kohl) H.R. 2779 Defined Contribution Plan Fee Transparency Act of 2009 (Neal) H.R. 2989 401(k) Fair Disclosure and Pension Security Act of 2009 (Miller) H.R. 4146 Sensible Transparency for Retirement Plans Act of 2009 (Kline) H.R. 4213 American Jobs and Closing Tax Loopholes Act of 2010 (401(k) disclosure)
Generate Retirement Ownership Through Long-Term Holding Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1082 GROWTH Act S. 1297 Retirement Security for Life Act of 2009 (annuities) S. 1934 Foreign Account Tax Compliance Act of 2009 S. 2927 Wall Street Fair Share Act (securities transaction tax) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) H.R. 3429 GROWTH Act H.R. 3933 Foreign Account Tax Compliance Act of 2009 H.R. 4126 Retirement Fairness Act of 2009 (retirement plan nondiscrimination) H.R. 4191 Let Wall Street Pay for the Restoration of Main Street Act (securities transaction tax) H.R. 4213 American Jobs and Closing Tax Loopholes Act of 2010 (flow-through) H.R. 4337 Regulated Investment Company Modernization Act of 2009 H.R. 4742 SAVE Act (Automatic Payroll Deduction IRA) Financial Crisis Responsibility Fee
Generate Retirement Ownership Through Long-Term Holding Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1082 GROWTH Act S. 1297 Retirement Security for Life Act of 2009 (annuities) S. 3793 Job Creation and Tax Cuts Act of 2010 (flow-through) S. 3948 Regulated Investment Company Modernization Act of 2010 H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) H.R. 3429 GROWTH Act H.R. 4126 Retirement Fairness Act of 2009 (retirement plan nondiscrimination) H.R. 4337 Regulated Investment Company Modernization Act of 2010 H.R. 4853 Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (capital gains/dividends, flow-through)
Generate Retirement Ownership Through Long-Term Holding Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1082 GROWTH Act S. 1297 Retirement Security for Life Act of 2009 (annuities) S. 1934 Foreign Account Tax Compliance Act of 2009 S. 2927 Wall Street Fair Share Act (securities transaction tax) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) H.R. 3429 GROWTH Act H.R. 3933 Foreign Account Tax Compliance Act of 2009 H.R. 4126 Retirement Fairness Act of 2009 (retirement plan nondiscrimination) H.R. 4191 Let Wall Street Pay for the Restoration of Main Street Act (securities transaction tax) H.R. 4213 Tax Extenders Act of 2009 (flow-through) H.R. 4337 Regulated Investment Company Modernization Act of 2009
Generate Retirement Ownership Through Long-Term Holding Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1082 GROWTH Act S. 1297 Retirement Security for Life Act of 2009 (annuities) S. 2927 Wall Street Fair Share Act (securities transaction tax) S. 3793 Job Creation and Tax Cuts Act of 2010 (flow-through) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) H.R. 3429 GROWTH Act H.R. 4126 Retirement Fairness Act of 2009 (retirement plan nondiscrimination) H.R. 4191 Let Wall Street Pay for the Restoration of Main Street Act (securities transaction tax) H.R. 4337 Regulated Investment Company Modernization Act of 2009 Financial Crisis Responsibility Fee
Foreign Account Tax Compliance Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1082 GROWTH Act S. 1297 Retirement Security for Life Act of 2009 (annuities) S. 1934 Foreign Account Tax Compliance Act of 2009 S. 2927 Wall Street Fair Share Act (securities transaction tax) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) H.R. 3429 GROWTH Act H.R. 3933 Foreign Account Tax Compliance Act of 2009 H.R. 4126 Retirement Fairness Act of 2009 (retirement plan nondiscrimination) H.R. 4191 Let Wall Street Pay for the Restoration of Main Street Act (securities transaction tax) H.R. 4213 Tax Extenders Act of 2009 (flow-through) H.R. 4337 Regulated Investment Company Modernization Act of 2009
Foreign Account Tax Compliance Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1082 GROWTH Act S. 1297 Retirement Security for Life Act of 2009 (annuities) S. 1934 Foreign Account Tax Compliance Act of 2009 S. 2927 Wall Street Fair Share Act (securities transaction tax) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) H.R. 3429 GROWTH Act H.R. 3933 Foreign Account Tax Compliance Act of 2009 H.R. 4126 Retirement Fairness Act of 2009 (retirement plan nondiscrimination) H.R. 4191 Let Wall Street Pay for the Restoration of Main Street Act (securities transaction tax) H.R. 4213 American Jobs and Closing Tax Loopholes Act of 2010 (flow-through) H.R. 4337 Regulated Investment Company Modernization Act of 2009 H.R. 4742 SAVE Act (Automatic Payroll Deduction IRA) Financial Crisis Responsibility Fee
Retirement Fairness Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1082 GROWTH Act S. 1297 Retirement Security for Life Act of 2009 (annuities) S. 1934 Foreign Account Tax Compliance Act of 2009 S. 2927 Wall Street Fair Share Act (securities transaction tax) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) H.R. 3429 GROWTH Act H.R. 3933 Foreign Account Tax Compliance Act of 2009 H.R. 4126 Retirement Fairness Act of 2009 (retirement plan nondiscrimination) H.R. 4191 Let Wall Street Pay for the Restoration of Main Street Act (securities transaction tax) H.R. 4213 Tax Extenders Act of 2009 (flow-through) H.R. 4337 Regulated Investment Company Modernization Act of 2009
Retirement Fairness Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1082 GROWTH Act S. 1297 Retirement Security for Life Act of 2009 (annuities) S. 3793 Job Creation and Tax Cuts Act of 2010 (flow-through) S. 3948 Regulated Investment Company Modernization Act of 2010 H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) H.R. 3429 GROWTH Act H.R. 4126 Retirement Fairness Act of 2009 (retirement plan nondiscrimination) H.R. 4337 Regulated Investment Company Modernization Act of 2010 H.R. 4853 Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (capital gains/dividends, flow-through)
Retirement Fairness Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1082 GROWTH Act S. 1297 Retirement Security for Life Act of 2009 (annuities) S. 2927 Wall Street Fair Share Act (securities transaction tax) S. 3793 Job Creation and Tax Cuts Act of 2010 (flow-through) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) H.R. 3429 GROWTH Act H.R. 4126 Retirement Fairness Act of 2009 (retirement plan nondiscrimination) H.R. 4191 Let Wall Street Pay for the Restoration of Main Street Act (securities transaction tax) H.R. 4337 Regulated Investment Company Modernization Act of 2009 Financial Crisis Responsibility Fee
Retirement Fairness Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1082 GROWTH Act S. 1297 Retirement Security for Life Act of 2009 (annuities) S. 1934 Foreign Account Tax Compliance Act of 2009 S. 2927 Wall Street Fair Share Act (securities transaction tax) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) H.R. 3429 GROWTH Act H.R. 3933 Foreign Account Tax Compliance Act of 2009 H.R. 4126 Retirement Fairness Act of 2009 (retirement plan nondiscrimination) H.R. 4191 Let Wall Street Pay for the Restoration of Main Street Act (securities transaction tax) H.R. 4213 American Jobs and Closing Tax Loopholes Act of 2010 (flow-through) H.R. 4337 Regulated Investment Company Modernization Act of 2009 H.R. 4742 SAVE Act (Automatic Payroll Deduction IRA) Financial Crisis Responsibility Fee
Sensible Transparency for Retirement Plans Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 401 Defined Contribution Fee Disclosure Act of 2009 S. 2932 Lifetime Income Disclosure Act Target Date Funds (Kohl) H.R. 2779 Defined Contribution Plan Fee Transparency Act of 2009 (Neal) H.R. 2989 401(k) Fair Disclosure and Pension Security Act of 2009 (Miller) H.R. 4146 Sensible Transparency for Retirement Plans Act of 2009 (Kline) H.R. 4213 American Jobs and Closing Tax Loopholes Act of 2010 (401(k) disclosure)
Sensible Transparency for Retirement Plans Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 401 Defined Contribution Fee Disclosure Act of 2009 S. 2832 Lifetime Income Disclosure Act Target Date Funds (Kohl) H.R. 2779 Defined Contribution Plan Fee Transparency Act of 2009 (Neal) H.R. 2847 HIRE Act (401(k) disclosure) H.R. 2989 401(k) Fair Disclosure and Pension Security Act of 2009 (Miller) H.R. 4146 Sensible Transparency for Retirement Plans Act of 2009 (Kline)
Sensible Transparency for Retirement Plans Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 401 Defined Contribution Fee Disclosure Act of 2009 S. 2832 Lifetime Income Disclosure Act S. 3760 Automatic IRA Act of 2010 Target Date Funds (Kohl) H.R. 2779 Defined Contribution Plan Fee Transparency Act of 2009 (Neal) H.R. 4742 SAVE Act (Automatic IRA) H.R. 2989 401(k) Fair Disclosure and Pension Security Act of 2009 (Miller) H.R. 4146 Sensible Transparency for Retirement Plans Act of 2009 (Kline) H.R. 5297 Small Business Job Creation and Access to Capital Act of 2010 (Roth accounts) H.R. 6099 Automatic IRA Act of 2010
Let Wall Street Pay for the Restoration of Main Street Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1082 GROWTH Act S. 1297 Retirement Security for Life Act of 2009 (annuities) S. 1934 Foreign Account Tax Compliance Act of 2009 S. 2927 Wall Street Fair Share Act (securities transaction tax) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) H.R. 3429 GROWTH Act H.R. 3933 Foreign Account Tax Compliance Act of 2009 H.R. 4126 Retirement Fairness Act of 2009 (retirement plan nondiscrimination) H.R. 4191 Let Wall Street Pay for the Restoration of Main Street Act (securities transaction tax) H.R. 4213 Tax Extenders Act of 2009 (flow-through) H.R. 4337 Regulated Investment Company Modernization Act of 2009
Let Wall Street Pay for the Restoration of Main Street Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1082 GROWTH Act S. 1297 Retirement Security for Life Act of 2009 (annuities) S. 2927 Wall Street Fair Share Act (securities transaction tax) S. 3793 Job Creation and Tax Cuts Act of 2010 (flow-through) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) H.R. 3429 GROWTH Act H.R. 4126 Retirement Fairness Act of 2009 (retirement plan nondiscrimination) H.R. 4191 Let Wall Street Pay for the Restoration of Main Street Act (securities transaction tax) H.R. 4337 Regulated Investment Company Modernization Act of 2009 Financial Crisis Responsibility Fee
Let Wall Street Pay for the Restoration of Main Street Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1082 GROWTH Act S. 1297 Retirement Security for Life Act of 2009 (annuities) S. 1934 Foreign Account Tax Compliance Act of 2009 S. 2927 Wall Street Fair Share Act (securities transaction tax) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) H.R. 3429 GROWTH Act H.R. 3933 Foreign Account Tax Compliance Act of 2009 H.R. 4126 Retirement Fairness Act of 2009 (retirement plan nondiscrimination) H.R. 4191 Let Wall Street Pay for the Restoration of Main Street Act (securities transaction tax) H.R. 4213 American Jobs and Closing Tax Loopholes Act of 2010 (flow-through) H.R. 4337 Regulated Investment Company Modernization Act of 2009 H.R. 4742 SAVE Act (Automatic Payroll Deduction IRA) Financial Crisis Responsibility Fee
Regulated Investment Company Modernization Act of 2010
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1082 GROWTH Act S. 1297 Retirement Security for Life Act of 2009 (annuities) S. 2927 Wall Street Fair Share Act (securities transaction tax) S. 3793 Job Creation and Tax Cuts Act of 2010 (flow-through) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) H.R. 3429 GROWTH Act H.R. 4126 Retirement Fairness Act of 2009 (retirement plan nondiscrimination) H.R. 4191 Let Wall Street Pay for the Restoration of Main Street Act (securities transaction tax) H.R. 4337 Regulated Investment Company Modernization Act of 2009 Financial Crisis Responsibility Fee
Regulated Investment Company Modernization Act of 2010
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1082 GROWTH Act S. 1297 Retirement Security for Life Act of 2009 (annuities) S. 1934 Foreign Account Tax Compliance Act of 2009 S. 2927 Wall Street Fair Share Act (securities transaction tax) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) H.R. 3429 GROWTH Act H.R. 3933 Foreign Account Tax Compliance Act of 2009 H.R. 4126 Retirement Fairness Act of 2009 (retirement plan nondiscrimination) H.R. 4191 Let Wall Street Pay for the Restoration of Main Street Act (securities transaction tax) H.R. 4213 American Jobs and Closing Tax Loopholes Act of 2010 (flow-through) H.R. 4337 Regulated Investment Company Modernization Act of 2009 H.R. 4742 SAVE Act (Automatic Payroll Deduction IRA) Financial Crisis Responsibility Fee
Regulated Investment Company Modernization Act of 2010
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1082 GROWTH Act S. 1297 Retirement Security for Life Act of 2009 (annuities) S. 3793 Job Creation and Tax Cuts Act of 2010 (flow-through) S. 3948 Regulated Investment Company Modernization Act of 2010 H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) H.R. 3429 GROWTH Act H.R. 4126 Retirement Fairness Act of 2009 (retirement plan nondiscrimination) H.R. 4337 Regulated Investment Company Modernization Act of 2010 H.R. 4853 Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (capital gains/dividends, flow-through)
Regulated Investment Company Modernization Act of 2010
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1082 GROWTH Act S. 1297 Retirement Security for Life Act of 2009 (annuities) S. 1934 Foreign Account Tax Compliance Act of 2009 S. 2927 Wall Street Fair Share Act (securities transaction tax) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) H.R. 3429 GROWTH Act H.R. 3933 Foreign Account Tax Compliance Act of 2009 H.R. 4126 Retirement Fairness Act of 2009 (retirement plan nondiscrimination) H.R. 4191 Let Wall Street Pay for the Restoration of Main Street Act (securities transaction tax) H.R. 4213 Tax Extenders Act of 2009 (flow-through) H.R. 4337 Regulated Investment Company Modernization Act of 2009
S. 1082 GROWTH Act S. 1297 Retirement Security for Life Act of 2009 (annuities) S. 1934 Foreign Account Tax Compliance Act of 2009 S. 2927 Wall Street Fair Share Act (securities transaction tax) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) H.R. 3429 GROWTH Act H.R. 3933 Foreign Account Tax Compliance Act of 2009 H.R. 4126 Retirement Fairness Act of 2009 (retirement plan nondiscrimination) H.R. 4191 Let Wall Street Pay for the Restoration of Main Street Act (securities transaction tax) H.R. 4213 American Jobs and Closing Tax Loopholes Act of 2010 (flow-through) H.R. 4337 Regulated Investment Company Modernization Act of 2009 H.R. 4742 SAVE Act (Automatic Payroll Deduction IRA) Financial Crisis Responsibility Fee
S. 401 Defined Contribution Fee Disclosure Act of 2009 S. 2832 Lifetime Income Disclosure Act S. 3760 Automatic IRA Act of 2010 Target Date Funds (Kohl) H.R. 2779 Defined Contribution Plan Fee Transparency Act of 2009 (Neal) H.R. 4742 SAVE Act (Automatic IRA) H.R. 2989 401(k) Fair Disclosure and Pension Security Act of 2009 (Miller) H.R. 4146 Sensible Transparency for Retirement Plans Act of 2009 (Kline) H.R. 5297 Small Business Job Creation and Access to Capital Act of 2010 (Roth accounts) H.R. 6099 Automatic IRA Act of 2010
Automatic IRA Act of 2010
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 401 Defined Contribution Fee Disclosure Act of 2009 S. 2832 Lifetime Income Disclosure Act S. 3760 Automatic IRA Act of 2010 Target Date Funds (Kohl) H.R. 2779 Defined Contribution Plan Fee Transparency Act of 2009 (Neal) H.R. 4742 SAVE Act (Automatic IRA) H.R. 2989 401(k) Fair Disclosure and Pension Security Act of 2009 (Miller) H.R. 4146 Sensible Transparency for Retirement Plans Act of 2009 (Kline) H.R. 5297 Small Business Job Creation and Access to Capital Act of 2010 (Roth accounts) H.R. 6099 Automatic IRA Act of 2010
Generate Retirement Ownership Through Long-Term Holding Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1082 GROWTH Act S. 1297 Retirement Security for Life Act of 2009 (annuities) S. 1934 Foreign Account Tax Compliance Act of 2009 S. 2927 Wall Street Fair Share Act (securities transaction tax) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) H.R. 3429 GROWTH Act H.R. 3933 Foreign Account Tax Compliance Act of 2009 H.R. 4126 Retirement Fairness Act of 2009 (retirement plan nondiscrimination) H.R. 4191 Let Wall Street Pay for the Restoration of Main Street Act (securities transaction tax) H.R. 4213 Tax Extenders Act of 2009 (flow-through) H.R. 4337 Regulated Investment Company Modernization Act of 2009
Generate Retirement Ownership Through Long-Term Holding Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1082 GROWTH Act S. 1297 Retirement Security for Life Act of 2009 (annuities) S. 2927 Wall Street Fair Share Act (securities transaction tax) S. 3793 Job Creation and Tax Cuts Act of 2010 (flow-through) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) H.R. 3429 GROWTH Act H.R. 4126 Retirement Fairness Act of 2009 (retirement plan nondiscrimination) H.R. 4191 Let Wall Street Pay for the Restoration of Main Street Act (securities transaction tax) H.R. 4337 Regulated Investment Company Modernization Act of 2009 Financial Crisis Responsibility Fee
Generate Retirement Ownership Through Long-Term Holding Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1082 GROWTH Act S. 1297 Retirement Security for Life Act of 2009 (annuities) S. 3793 Job Creation and Tax Cuts Act of 2010 (flow-through) S. 3948 Regulated Investment Company Modernization Act of 2010 H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) H.R. 3429 GROWTH Act H.R. 4126 Retirement Fairness Act of 2009 (retirement plan nondiscrimination) H.R. 4337 Regulated Investment Company Modernization Act of 2010 H.R. 4853 Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (capital gains/dividends, flow-through)
Generate Retirement Ownership Through Long-Term Holding Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1082 GROWTH Act S. 1297 Retirement Security for Life Act of 2009 (annuities) S. 1934 Foreign Account Tax Compliance Act of 2009 S. 2927 Wall Street Fair Share Act (securities transaction tax) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) H.R. 3429 GROWTH Act H.R. 3933 Foreign Account Tax Compliance Act of 2009 H.R. 4126 Retirement Fairness Act of 2009 (retirement plan nondiscrimination) H.R. 4191 Let Wall Street Pay for the Restoration of Main Street Act (securities transaction tax) H.R. 4213 American Jobs and Closing Tax Loopholes Act of 2010 (flow-through) H.R. 4337 Regulated Investment Company Modernization Act of 2009 H.R. 4742 SAVE Act (Automatic Payroll Deduction IRA) Financial Crisis Responsibility Fee
Retirement Security for Life Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1082 GROWTH Act S. 1297 Retirement Security for Life Act of 2009 (annuities) S. 1934 Foreign Account Tax Compliance Act of 2009 S. 2927 Wall Street Fair Share Act (securities transaction tax) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) H.R. 3429 GROWTH Act H.R. 3933 Foreign Account Tax Compliance Act of 2009 H.R. 4126 Retirement Fairness Act of 2009 (retirement plan nondiscrimination) H.R. 4191 Let Wall Street Pay for the Restoration of Main Street Act (securities transaction tax) H.R. 4213 American Jobs and Closing Tax Loopholes Act of 2010 (flow-through) H.R. 4337 Regulated Investment Company Modernization Act of 2009 H.R. 4742 SAVE Act (Automatic Payroll Deduction IRA) Financial Crisis Responsibility Fee
Retirement Security for Life Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1082 GROWTH Act S. 1297 Retirement Security for Life Act of 2009 (annuities) S. 3793 Job Creation and Tax Cuts Act of 2010 (flow-through) S. 3948 Regulated Investment Company Modernization Act of 2010 H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) H.R. 3429 GROWTH Act H.R. 4126 Retirement Fairness Act of 2009 (retirement plan nondiscrimination) H.R. 4337 Regulated Investment Company Modernization Act of 2010 H.R. 4853 Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (capital gains/dividends, flow-through)
Retirement Security for Life Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1082 GROWTH Act S. 1297 Retirement Security for Life Act of 2009 (annuities) S. 2927 Wall Street Fair Share Act (securities transaction tax) S. 3793 Job Creation and Tax Cuts Act of 2010 (flow-through) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) H.R. 3429 GROWTH Act H.R. 4126 Retirement Fairness Act of 2009 (retirement plan nondiscrimination) H.R. 4191 Let Wall Street Pay for the Restoration of Main Street Act (securities transaction tax) H.R. 4337 Regulated Investment Company Modernization Act of 2009 Financial Crisis Responsibility Fee
Retirement Security for Life Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1082 GROWTH Act S. 1297 Retirement Security for Life Act of 2009 (annuities) S. 1934 Foreign Account Tax Compliance Act of 2009 S. 2927 Wall Street Fair Share Act (securities transaction tax) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) H.R. 3429 GROWTH Act H.R. 3933 Foreign Account Tax Compliance Act of 2009 H.R. 4126 Retirement Fairness Act of 2009 (retirement plan nondiscrimination) H.R. 4191 Let Wall Street Pay for the Restoration of Main Street Act (securities transaction tax) H.R. 4213 Tax Extenders Act of 2009 (flow-through) H.R. 4337 Regulated Investment Company Modernization Act of 2009
Foreign Account Tax Compliance Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1082 GROWTH Act S. 1297 Retirement Security for Life Act of 2009 (annuities) S. 1934 Foreign Account Tax Compliance Act of 2009 S. 2927 Wall Street Fair Share Act (securities transaction tax) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) H.R. 3429 GROWTH Act H.R. 3933 Foreign Account Tax Compliance Act of 2009 H.R. 4126 Retirement Fairness Act of 2009 (retirement plan nondiscrimination) H.R. 4191 Let Wall Street Pay for the Restoration of Main Street Act (securities transaction tax) H.R. 4213 American Jobs and Closing Tax Loopholes Act of 2010 (flow-through) H.R. 4337 Regulated Investment Company Modernization Act of 2009 H.R. 4742 SAVE Act (Automatic Payroll Deduction IRA) Financial Crisis Responsibility Fee
Foreign Account Tax Compliance Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1082 GROWTH Act S. 1297 Retirement Security for Life Act of 2009 (annuities) S. 1934 Foreign Account Tax Compliance Act of 2009 S. 2927 Wall Street Fair Share Act (securities transaction tax) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) H.R. 3429 GROWTH Act H.R. 3933 Foreign Account Tax Compliance Act of 2009 H.R. 4126 Retirement Fairness Act of 2009 (retirement plan nondiscrimination) H.R. 4191 Let Wall Street Pay for the Restoration of Main Street Act (securities transaction tax) H.R. 4213 Tax Extenders Act of 2009 (flow-through) H.R. 4337 Regulated Investment Company Modernization Act of 2009
Lifetime Income Disclosure Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 401 Defined Contribution Fee Disclosure Act of 2009 S. 2832 Lifetime Income Disclosure Act Target Date Funds (Kohl) H.R. 2779 Defined Contribution Plan Fee Transparency Act of 2009 (Neal) H.R. 2847 HIRE Act (401(k) disclosure) H.R. 2989 401(k) Fair Disclosure and Pension Security Act of 2009 (Miller) H.R. 4146 Sensible Transparency for Retirement Plans Act of 2009 (Kline)
Lifetime Income Disclosure Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 401 Defined Contribution Fee Disclosure Act of 2009 S. 2832 Lifetime Income Disclosure Act S. 3760 Automatic IRA Act of 2010 Target Date Funds (Kohl) H.R. 2779 Defined Contribution Plan Fee Transparency Act of 2009 (Neal) H.R. 4742 SAVE Act (Automatic IRA) H.R. 2989 401(k) Fair Disclosure and Pension Security Act of 2009 (Miller) H.R. 4146 Sensible Transparency for Retirement Plans Act of 2009 (Kline) H.R. 5297 Small Business Job Creation and Access to Capital Act of 2010 (Roth accounts) H.R. 6099 Automatic IRA Act of 2010
Wall Street Fair Share Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1082 GROWTH Act S. 1297 Retirement Security for Life Act of 2009 (annuities) S. 2927 Wall Street Fair Share Act (securities transaction tax) S. 3793 Job Creation and Tax Cuts Act of 2010 (flow-through) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) H.R. 3429 GROWTH Act H.R. 4126 Retirement Fairness Act of 2009 (retirement plan nondiscrimination) H.R. 4191 Let Wall Street Pay for the Restoration of Main Street Act (securities transaction tax) H.R. 4337 Regulated Investment Company Modernization Act of 2009 Financial Crisis Responsibility Fee
Wall Street Fair Share Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1082 GROWTH Act S. 1297 Retirement Security for Life Act of 2009 (annuities) S. 1934 Foreign Account Tax Compliance Act of 2009 S. 2927 Wall Street Fair Share Act (securities transaction tax) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) H.R. 3429 GROWTH Act H.R. 3933 Foreign Account Tax Compliance Act of 2009 H.R. 4126 Retirement Fairness Act of 2009 (retirement plan nondiscrimination) H.R. 4191 Let Wall Street Pay for the Restoration of Main Street Act (securities transaction tax) H.R. 4213 Tax Extenders Act of 2009 (flow-through) H.R. 4337 Regulated Investment Company Modernization Act of 2009
Wall Street Fair Share Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1082 GROWTH Act S. 1297 Retirement Security for Life Act of 2009 (annuities) S. 1934 Foreign Account Tax Compliance Act of 2009 S. 2927 Wall Street Fair Share Act (securities transaction tax) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) H.R. 3429 GROWTH Act H.R. 3933 Foreign Account Tax Compliance Act of 2009 H.R. 4126 Retirement Fairness Act of 2009 (retirement plan nondiscrimination) H.R. 4191 Let Wall Street Pay for the Restoration of Main Street Act (securities transaction tax) H.R. 4213 American Jobs and Closing Tax Loopholes Act of 2010 (flow-through) H.R. 4337 Regulated Investment Company Modernization Act of 2009 H.R. 4742 SAVE Act (Automatic Payroll Deduction IRA) Financial Crisis Responsibility Fee
21st Century Charter School Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 401 Defined Contribution Fee Disclosure Act of 2009 S. 2932 Lifetime Income Disclosure Act Target Date Funds (Kohl) H.R. 2779 Defined Contribution Plan Fee Transparency Act of 2009 (Neal) H.R. 2989 401(k) Fair Disclosure and Pension Security Act of 2009 (Miller) H.R. 4146 Sensible Transparency for Retirement Plans Act of 2009 (Kline) H.R. 4213 American Jobs and Closing Tax Loopholes Act of 2010 (401(k) disclosure)
Automatic IRA Act of 2010
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 401 Defined Contribution Fee Disclosure Act of 2009 S. 2832 Lifetime Income Disclosure Act S. 3760 Automatic IRA Act of 2010 Target Date Funds (Kohl) H.R. 2779 Defined Contribution Plan Fee Transparency Act of 2009 (Neal) H.R. 4742 SAVE Act (Automatic IRA) H.R. 2989 401(k) Fair Disclosure and Pension Security Act of 2009 (Miller) H.R. 4146 Sensible Transparency for Retirement Plans Act of 2009 (Kline) H.R. 5297 Small Business Job Creation and Access to Capital Act of 2010 (Roth accounts) H.R. 6099 Automatic IRA Act of 2010
Job Creation and Tax Cuts Act of 2010
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1082 GROWTH Act S. 1297 Retirement Security for Life Act of 2009 (annuities) S. 2927 Wall Street Fair Share Act (securities transaction tax) S. 3793 Job Creation and Tax Cuts Act of 2010 (flow-through) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) H.R. 3429 GROWTH Act H.R. 4126 Retirement Fairness Act of 2009 (retirement plan nondiscrimination) H.R. 4191 Let Wall Street Pay for the Restoration of Main Street Act (securities transaction tax) H.R. 4337 Regulated Investment Company Modernization Act of 2009 Financial Crisis Responsibility Fee
Job Creation and Tax Cuts Act of 2010
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1082 GROWTH Act S. 1297 Retirement Security for Life Act of 2009 (annuities) S. 3793 Job Creation and Tax Cuts Act of 2010 (flow-through) S. 3948 Regulated Investment Company Modernization Act of 2010 H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) H.R. 3429 GROWTH Act H.R. 4126 Retirement Fairness Act of 2009 (retirement plan nondiscrimination) H.R. 4337 Regulated Investment Company Modernization Act of 2010 H.R. 4853 Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (capital gains/dividends, flow-through)
Regulated Investment Company Modernization Act of 2010
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1082 GROWTH Act S. 1297 Retirement Security for Life Act of 2009 (annuities) S. 3793 Job Creation and Tax Cuts Act of 2010 (flow-through) S. 3948 Regulated Investment Company Modernization Act of 2010 H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) H.R. 3429 GROWTH Act H.R. 4126 Retirement Fairness Act of 2009 (retirement plan nondiscrimination) H.R. 4337 Regulated Investment Company Modernization Act of 2010 H.R. 4853 Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (capital gains/dividends, flow-through)
Defined Contribution Fee Disclosure Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 401 Defined Contribution Fee Disclosure Act of 2009 S. 2932 Lifetime Income Disclosure Act Target Date Funds (Kohl) H.R. 2779 Defined Contribution Plan Fee Transparency Act of 2009 (Neal) H.R. 2989 401(k) Fair Disclosure and Pension Security Act of 2009 (Miller) H.R. 4146 Sensible Transparency for Retirement Plans Act of 2009 (Kline) H.R. 4213 American Jobs and Closing Tax Loopholes Act of 2010 (401(k) disclosure)
Defined Contribution Fee Disclosure Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 401 Defined Contribution Fee Disclosure Act of 2009 S. 2832 Lifetime Income Disclosure Act Target Date Funds (Kohl) H.R. 2779 Defined Contribution Plan Fee Transparency Act of 2009 (Neal) H.R. 2847 HIRE Act (401(k) disclosure) H.R. 2989 401(k) Fair Disclosure and Pension Security Act of 2009 (Miller) H.R. 4146 Sensible Transparency for Retirement Plans Act of 2009 (Kline)
Defined Contribution Fee Disclosure Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 401 Defined Contribution Fee Disclosure Act of 2009 S. 2832 Lifetime Income Disclosure Act S. 3760 Automatic IRA Act of 2010 Target Date Funds (Kohl) H.R. 2779 Defined Contribution Plan Fee Transparency Act of 2009 (Neal) H.R. 4742 SAVE Act (Automatic IRA) H.R. 2989 401(k) Fair Disclosure and Pension Security Act of 2009 (Miller) H.R. 4146 Sensible Transparency for Retirement Plans Act of 2009 (Kline) H.R. 5297 Small Business Job Creation and Access to Capital Act of 2010 (Roth accounts) H.R. 6099 Automatic IRA Act of 2010
Green Jobs Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 401 Defined Contribution Fee Disclosure Act of 2009 S. 2832 Lifetime Income Disclosure Act Target Date Funds (Kohl) H.R. 2779 Defined Contribution Plan Fee Transparency Act of 2009 (Neal) H.R. 2847 HIRE Act (401(k) disclosure) H.R. 2989 401(k) Fair Disclosure and Pension Security Act of 2009 (Miller) H.R. 4146 Sensible Transparency for Retirement Plans Act of 2009 (Kline)
Stop Tax Haven Abuse Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 157 Retirement Account Distribution Improvement Act of 2009 (RMD) H.R. 939 IRA Equity for Seniors Act (RMD) S. 722 Taxpayer Certainty and Relief Act of 2009 (capital gains and dividends) S. 506 Stop Tax Haven Abuse Act H.R. 1265 Stop Tax Haven Abuse Act S. 1082 GROWTH Act H.R. 2022 Kids IRA Act of 2009 S. 1297 Retirement Security for Life Act of 2009 (annuities) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) Automatic Payroll Deduction IRA RIC Modernization
Stop Tax Haven Abuse Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 157 Retirement Account Distribution Improvement Act of 2009 (RMD) H.R. 939 IRA Equity for Seniors Act (RMD) S. 722 Taxpayer Certainty and Relief Act of 2009 (capital gains and dividends) S. 506 Stop Tax Haven Abuse Act H.R. 1265 Stop Tax Haven Abuse Act S. 1082 GROWTH Act H.R. 3429 GROWTH Act H.R. 2022 Kids IRA Act of 2009 S. 1297 Retirement Security for Life Act of 2009 (annuities) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) Automatic Payroll Deduction IRA
401(k) Fair Disclosure for Retirement Security Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 401 Defined Contribution Fee Disclosure Act of 2009 H.R. 1984 401(k) Fair Disclosure for Retirement Security Act of 2009 H.R. 1988 Conflicted Investment Advice Prohibition Act of 2009 H.R. 2021 Savings Recovery Act of 2009 H.R. 2779 Defined Contribution Plan Fee Transparency Act of 2009 H.R. 2989 401(k) Fair Disclosure and Pension Security Act of 2009 Target Date Funds (Kohl)
401(k) Fair Disclosure for Retirement Security Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 401 Defined Contribution Fee Disclosure Act of 2009 H.R. 1256 Family Smoking Prevention and Tobacco Control Act (mutual fund window in TSP) H.R. 1984 401(k) Fair Disclosure for Retirement Security Act of 2009 H.R. 1988 Conflicted Investment Advice Prohibition Act of 2009 H.R. 2021 Savings Recovery Act of 2009 H.R. 2779 Defined Contribution Plan Fee Transparency Act of 2009 H.R. 2989 401(k) Fair Disclosure and Pension Security Act of 2009 Target Date Funds (Kohl)
Conflicted Investment Advice Prohibition Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 401 Defined Contribution Fee Disclosure Act of 2009 H.R. 1256 Family Smoking Prevention and Tobacco Control Act (mutual fund window in TSP) H.R. 1984 401(k) Fair Disclosure for Retirement Security Act of 2009 H.R. 1988 Conflicted Investment Advice Prohibition Act of 2009 H.R. 2021 Savings Recovery Act of 2009 H.R. 2779 Defined Contribution Plan Fee Transparency Act of 2009 H.R. 2989 401(k) Fair Disclosure and Pension Security Act of 2009 Target Date Funds (Kohl)
Conflicted Investment Advice Prohibition Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 401 Defined Contribution Fee Disclosure Act of 2009 H.R. 1984 401(k) Fair Disclosure for Retirement Security Act of 2009 H.R. 1988 Conflicted Investment Advice Prohibition Act of 2009 H.R. 2021 Savings Recovery Act of 2009 H.R. 2779 Defined Contribution Plan Fee Transparency Act of 2009 H.R. 2989 401(k) Fair Disclosure and Pension Security Act of 2009 Target Date Funds (Kohl)
Savings Recovery Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 401 Defined Contribution Fee Disclosure Act of 2009 H.R. 1256 Family Smoking Prevention and Tobacco Control Act (mutual fund window in TSP) H.R. 1984 401(k) Fair Disclosure for Retirement Security Act of 2009 H.R. 1988 Conflicted Investment Advice Prohibition Act of 2009 H.R. 2021 Savings Recovery Act of 2009 H.R. 2779 Defined Contribution Plan Fee Transparency Act of 2009 H.R. 2989 401(k) Fair Disclosure and Pension Security Act of 2009 Target Date Funds (Kohl)
Savings Recovery Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 401 Defined Contribution Fee Disclosure Act of 2009 H.R. 1984 401(k) Fair Disclosure for Retirement Security Act of 2009 H.R. 1988 Conflicted Investment Advice Prohibition Act of 2009 H.R. 2021 Savings Recovery Act of 2009 H.R. 2779 Defined Contribution Plan Fee Transparency Act of 2009 H.R. 2989 401(k) Fair Disclosure and Pension Security Act of 2009 Target Date Funds (Kohl)
S. 157 Retirement Account Distribution Improvement Act of 2009 (RMD) H.R. 939 IRA Equity for Seniors Act (RMD) S. 722 Taxpayer Certainty and Relief Act of 2009 (capital gains and dividends) S. 506 Stop Tax Haven Abuse Act H.R. 1265 Stop Tax Haven Abuse Act S. 1082 GROWTH Act H.R. 3429 GROWTH Act H.R. 2022 Kids IRA Act of 2009 S. 1297 Retirement Security for Life Act of 2009 (annuities) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) Automatic Payroll Deduction IRA
S. 157 Retirement Account Distribution Improvement Act of 2009 (RMD) H.R. 939 IRA Equity for Seniors Act (RMD) S. 722 Taxpayer Certainty and Relief Act of 2009 (capital gains and dividends) S. 506 Stop Tax Haven Abuse Act H.R. 1265 Stop Tax Haven Abuse Act S. 1082 GROWTH Act H.R. 2022 Kids IRA Act of 2009 S. 1297 Retirement Security for Life Act of 2009 (annuities) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) Automatic Payroll Deduction IRA RIC Modernization
Retirement Security Needs Lifetime Pay Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 157 Retirement Account Distribution Improvement Act of 2009 (RMD) H.R. 939 IRA Equity for Seniors Act (RMD) S. 722 Taxpayer Certainty and Relief Act of 2009 (capital gains and dividends) S. 506 Stop Tax Haven Abuse Act H.R. 1265 Stop Tax Haven Abuse Act S. 1082 GROWTH Act H.R. 3429 GROWTH Act H.R. 2022 Kids IRA Act of 2009 S. 1297 Retirement Security for Life Act of 2009 (annuities) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) Automatic Payroll Deduction IRA
Retirement Security Needs Lifetime Pay Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 157 Retirement Account Distribution Improvement Act of 2009 (RMD) H.R. 939 IRA Equity for Seniors Act (RMD) S. 722 Taxpayer Certainty and Relief Act of 2009 (capital gains and dividends) S. 506 Stop Tax Haven Abuse Act H.R. 1265 Stop Tax Haven Abuse Act S. 1082 GROWTH Act H.R. 2022 Kids IRA Act of 2009 S. 1297 Retirement Security for Life Act of 2009 (annuities) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) Automatic Payroll Deduction IRA RIC Modernization
Defined Contribution Plan Fee Transparency Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 401 Defined Contribution Fee Disclosure Act of 2009 H.R. 1984 401(k) Fair Disclosure for Retirement Security Act of 2009 H.R. 1988 Conflicted Investment Advice Prohibition Act of 2009 H.R. 2021 Savings Recovery Act of 2009 H.R. 2779 Defined Contribution Plan Fee Transparency Act of 2009 H.R. 2989 401(k) Fair Disclosure and Pension Security Act of 2009 Target Date Funds (Kohl)
Defined Contribution Plan Fee Transparency Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 401 Defined Contribution Fee Disclosure Act of 2009 H.R. 1256 Family Smoking Prevention and Tobacco Control Act (mutual fund window in TSP) H.R. 1984 401(k) Fair Disclosure for Retirement Security Act of 2009 H.R. 1988 Conflicted Investment Advice Prohibition Act of 2009 H.R. 2021 Savings Recovery Act of 2009 H.R. 2779 Defined Contribution Plan Fee Transparency Act of 2009 H.R. 2989 401(k) Fair Disclosure and Pension Security Act of 2009 Target Date Funds (Kohl)
401(k) Fair Disclosure and Pension Security Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 401 Defined Contribution Fee Disclosure Act of 2009 H.R. 1984 401(k) Fair Disclosure for Retirement Security Act of 2009 H.R. 1988 Conflicted Investment Advice Prohibition Act of 2009 H.R. 2021 Savings Recovery Act of 2009 H.R. 2779 Defined Contribution Plan Fee Transparency Act of 2009 H.R. 2989 401(k) Fair Disclosure and Pension Security Act of 2009 Target Date Funds (Kohl)
401(k) Fair Disclosure and Pension Security Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 401 Defined Contribution Fee Disclosure Act of 2009 H.R. 1256 Family Smoking Prevention and Tobacco Control Act (mutual fund window in TSP) H.R. 1984 401(k) Fair Disclosure for Retirement Security Act of 2009 H.R. 1988 Conflicted Investment Advice Prohibition Act of 2009 H.R. 2021 Savings Recovery Act of 2009 H.R. 2779 Defined Contribution Plan Fee Transparency Act of 2009 H.R. 2989 401(k) Fair Disclosure and Pension Security Act of 2009 Target Date Funds (Kohl)
Generate Retirement Ownership Through Long-Term Holding Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 157 Retirement Account Distribution Improvement Act of 2009 (RMD) H.R. 939 IRA Equity for Seniors Act (RMD) S. 722 Taxpayer Certainty and Relief Act of 2009 (capital gains and dividends) S. 506 Stop Tax Haven Abuse Act H.R. 1265 Stop Tax Haven Abuse Act S. 1082 GROWTH Act H.R. 3429 GROWTH Act H.R. 2022 Kids IRA Act of 2009 S. 1297 Retirement Security for Life Act of 2009 (annuities) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) Automatic Payroll Deduction IRA
IRA Equity for Seniors Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 157 Retirement Account Distribution Improvement Act of 2009 (RMD) H.R. 939 IRA Equity for Seniors Act (RMD) S. 722 Taxpayer Certainty and Relief Act of 2009 (capital gains and dividends) S. 506 Stop Tax Haven Abuse Act H.R. 1265 Stop Tax Haven Abuse Act S. 1082 GROWTH Act H.R. 2022 Kids IRA Act of 2009 S. 1297 Retirement Security for Life Act of 2009 (annuities) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) Automatic Payroll Deduction IRA RIC Modernization
IRA Equity for Seniors Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 157 Retirement Account Distribution Improvement Act of 2009 (RMD) H.R. 939 IRA Equity for Seniors Act (RMD) S. 722 Taxpayer Certainty and Relief Act of 2009 (capital gains and dividends) S. 506 Stop Tax Haven Abuse Act H.R. 1265 Stop Tax Haven Abuse Act S. 1082 GROWTH Act H.R. 3429 GROWTH Act H.R. 2022 Kids IRA Act of 2009 S. 1297 Retirement Security for Life Act of 2009 (annuities) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) Automatic Payroll Deduction IRA
Generate Retirement Ownership Through Long-Term Holding Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1082 GROWTH ACT S. 1297Retirement Security for Life Act of 2009 (annuities) S. 1934Foreign Account Tax Compliance Act of 2009 H.R. 2748Retirement Security Needs Lifetime Pay Act of 2009 (annuities) H.R. 3429GROWTH Act H.R. 3933Foreign Account Tax Compliance Act of 2009 H.R. 4126Retirement Fairness Act of 2009 (retirement plan nondiscrimination) H.R. 4191Let Wall Street Pay for the Restoration of Main Street Act (securities transaction tax) H.R. 4213Tax Extenders Act of 2009 (flow-through) H.R. 4337Regulated Investment Company Modernization Act of 2009 Automatic Payroll Deduction IRA
Generate Retirement Ownership Through Long-Term Holding Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 157 Retirement Account Distribution Improvement Act of 2009 (RMD) H.R. 939 IRA Equity for Seniors Act (RMD) S. 722 Taxpayer Certainty and Relief Act of 2009 (capital gains and dividends) S. 506 Stop Tax Haven Abuse Act H.R. 1265 Stop Tax Haven Abuse Act S. 1082 GROWTH Act H.R. 2022 Kids IRA Act of 2009 S. 1297 Retirement Security for Life Act of 2009 (annuities) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) Automatic Payroll Deduction IRA RIC Modernization
Generate Retirement Ownership Through Long-Term Holding Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 157 Retirement Account Distribution Improvement Act of 2009 (RMD) H.R. 939 IRA Equity for Seniors Act (RMD) S. 722 Taxpayer Certainty and Relief Act of 2009 (capital gains and dividends) S. 506 Stop Tax Haven Abuse Act H.R. 1265 Stop Tax Haven Abuse Act S. 1082 GROWTH Act H.R. 3429 GROWTH Act H.R. 2022 Kids IRA Act of 2009 S. 1297 Retirement Security for Life Act of 2009 (annuities) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) Automatic Payroll Deduction IRA
Retirement Security for Life Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 157 Retirement Account Distribution Improvement Act of 2009 (RMD) H.R. 939 IRA Equity for Seniors Act (RMD) S. 722 Taxpayer Certainty and Relief Act of 2009 (capital gains and dividends) S. 506 Stop Tax Haven Abuse Act H.R. 1265 Stop Tax Haven Abuse Act S. 1082 GROWTH Act H.R. 2022 Kids IRA Act of 2009 S. 1297 Retirement Security for Life Act of 2009 (annuities) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) Automatic Payroll Deduction IRA RIC Modernization
Retirement Security for Life Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 157 Retirement Account Distribution Improvement Act of 2009 (RMD) H.R. 939 IRA Equity for Seniors Act (RMD) S. 722 Taxpayer Certainty and Relief Act of 2009 (capital gains and dividends) S. 506 Stop Tax Haven Abuse Act H.R. 1265 Stop Tax Haven Abuse Act S. 1082 GROWTH Act H.R. 3429 GROWTH Act H.R. 2022 Kids IRA Act of 2009 S. 1297 Retirement Security for Life Act of 2009 (annuities) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) Automatic Payroll Deduction IRA
Retirement Account Distribution Improvement Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 157 Retirement Account Distribution Improvement Act of 2009 (RMD) H.R. 939 IRA Equity for Seniors Act (RMD) S. 722 Taxpayer Certainty and Relief Act of 2009 (capital gains and dividends) S. 506 Stop Tax Haven Abuse Act H.R. 1265 Stop Tax Haven Abuse Act S. 1082 GROWTH Act H.R. 2022 Kids IRA Act of 2009 S. 1297 Retirement Security for Life Act of 2009 (annuities) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) Automatic Payroll Deduction IRA RIC Modernization
Retirement Account Distribution Improvement Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 157 Retirement Account Distribution Improvement Act of 2009 (RMD) H.R. 939 IRA Equity for Seniors Act (RMD) S. 722 Taxpayer Certainty and Relief Act of 2009 (capital gains and dividends) S. 506 Stop Tax Haven Abuse Act H.R. 1265 Stop Tax Haven Abuse Act S. 1082 GROWTH Act H.R. 3429 GROWTH Act H.R. 2022 Kids IRA Act of 2009 S. 1297 Retirement Security for Life Act of 2009 (annuities) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) Automatic Payroll Deduction IRA
Defined Contribution Fee Disclosure Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 401 Defined Contribution Fee Disclosure Act of 2009 S. 2832Lifetime Income Disclosure Act Target Date Funds (Kohl) H.R. 2779Defined Contribution Plan Fee Transparency Act of 2009 H.R. 2989401(k) Fair Disclosure and Pension Security Act of 2009 H.R. 4146Sensible Transparency for Retirement Plans Act of 2009
Defined Contribution Fee Disclosure Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 401 Defined Contribution Fee Disclosure Act of 2009 401(k) Plans (Miller) Target Date Funds (Kohl) Automatic Payroll Deduction IRA Investment Advice
Defined Contribution Fee Disclosure Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 401 Defined Contribution Fee Disclosure Act of 2009 H.R. 1256 Family Smoking Prevention and Tobacco Control Act (mutual fund window in TSP) H.R. 1984 401(k) Fair Disclosure for Retirement Security Act of 2009 H.R. 1988 Conflicted Investment Advice Prohibition Act of 2009 H.R. 2021 Savings Recovery Act of 2009 H.R. 2779 Defined Contribution Plan Fee Transparency Act of 2009 H.R. 2989 401(k) Fair Disclosure and Pension Security Act of 2009 Target Date Funds (Kohl)
Defined Contribution Fee Disclosure Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 401 Defined Contribution Fee Disclosure Act of 2009 H.R. 1984 401(k) Fair Disclosure for Retirement Security Act of 2009 H.R. 1988 Conflicted Investment Advice Prohibition Act of 2009 H.R. 2021 Savings Recovery Act of 2009 H.R. 2779 Defined Contribution Plan Fee Transparency Act of 2009 H.R. 2989 401(k) Fair Disclosure and Pension Security Act of 2009 Target Date Funds (Kohl)
Stop Tax Haven Abuse Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 157 Retirement Account Distribution Improvement Act of 2009 (RMD) H.R. 939 IRA Equity for Seniors Act (RMD) S. 722 Taxpayer Certainty and Relief Act of 2009 (capital gains and dividends) S. 506 Stop Tax Haven Abuse Act H.R. 1265 Stop Tax Haven Abuse Act S. 1082 GROWTH Act H.R. 3429 GROWTH Act H.R. 2022 Kids IRA Act of 2009 S. 1297 Retirement Security for Life Act of 2009 (annuities) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) Automatic Payroll Deduction IRA
Stop Tax Haven Abuse Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 157 Retirement Account Distribution Improvement Act of 2009 (RMD) H.R. 939 IRA Equity for Seniors Act (RMD) S. 722 Taxpayer Certainty and Relief Act of 2009 (capital gains and dividends) S. 506 Stop Tax Haven Abuse Act H.R. 1265 Stop Tax Haven Abuse Act S. 1082 GROWTH Act H.R. 2022 Kids IRA Act of 2009 S. 1297 Retirement Security for Life Act of 2009 (annuities) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) Automatic Payroll Deduction IRA RIC Modernization
Taxpayer Certainty and Relief Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 157 Retirement Account Distribution Improvement Act of 2009 (RMD) H.R. 939 IRA Equity for Seniors Act (RMD) S. 722 Taxpayer Certainty and Relief Act of 2009 (capital gains and dividends) S. 506 Stop Tax Haven Abuse Act H.R. 1265 Stop Tax Haven Abuse Act S. 1082 GROWTH Act H.R. 3429 GROWTH Act H.R. 2022 Kids IRA Act of 2009 S. 1297 Retirement Security for Life Act of 2009 (annuities) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) Automatic Payroll Deduction IRA
Taxpayer Certainty and Relief Act of 2009
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 157 Retirement Account Distribution Improvement Act of 2009 (RMD) H.R. 939 IRA Equity for Seniors Act (RMD) S. 722 Taxpayer Certainty and Relief Act of 2009 (capital gains and dividends) S. 506 Stop Tax Haven Abuse Act H.R. 1265 Stop Tax Haven Abuse Act S. 1082 GROWTH Act H.R. 2022 Kids IRA Act of 2009 S. 1297 Retirement Security for Life Act of 2009 (annuities) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) Automatic Payroll Deduction IRA RIC Modernization
To amend title 5, United States Code, to increase the level of Government contributions under the Federal employees health benefits program.
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 401 Defined Contribution Fee Disclosure Act of 2009 H.R. 1256 Family Smoking Prevention and Tobacco Control Act (mutual fund window in TSP) H.R. 1984 401(k) Fair Disclosure for Retirement Security Act of 2009 H.R. 1988 Conflicted Investment Advice Prohibition Act of 2009 H.R. 2021 Savings Recovery Act of 2009 H.R. 2779 Defined Contribution Plan Fee Transparency Act of 2009 H.R. 2989 401(k) Fair Disclosure and Pension Security Act of 2009 Target Date Funds (Kohl)
Automatic IRA Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (Auto IRA) H.R. 6382 Pension Protection Technical Corrections Act of 2008 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure) S. 3278 401(k) Debit Card Loans H.R. 6708 401(k) Debit Card Loans S. 3445 Comprehensive Iran Sanctions, Accountability, and Divestment Act of 2008
Automatic IRA Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA ACt of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (Auto IRA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007 (401(k) disclosure) S. 2473 Defined Contributions Fee Disclosure Act of 2007 (401(k) disclosure) S. 3278 401(k) Debit Card Loans H.R. 6708 401(k) Debit Card Loans H.R. 7327 Worker, Retiree, and Employer Recovery Act of 2008 (RMD, PPA technical corrections)
Automatic IRA Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (auto IRA) H.R. 3361 Pension Protection Technical Corrections Act of 2007 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure)
Automatic IRA Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (auto IRA) H.R. 3361 Pension Protection Technical Corrections Actof 2007 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Actof 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure)
Retirement Security for Life Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1424 Emergency Economic Stabilization Act of 2008 (cost basis reporting, flow through) H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 H.R. 2205 Retirement Security for Life Act of 2007 (lifetime annuity) S. 1010 Retiremet Security for Life Act of 2007 (lifetime annuity) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETN) Modernizing Tax Rules for Regulated Investment Companies
Retirement Security for Life Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 H.R. 2205 Retirement Security for Life Act of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs) H.R. 3221 American housing Rescue and Foreclosure Prevention Act of 2008 (Cost Basis) S. 3125 Energy Independence and Tax Relief Act of 2008 (Flow-Through) S. 3335 Jobs, Energy, Families, and Disaster Relief Act of 2008 (Flow-Through, Cost Basis) S. 3478 Energy Independence and Investment Act of 2008 (Cost Basis) H.R. 6049 Energy and Tax Extenders Act of 2008 (Flow-Through, Cost Basis) H.R. 7060 Renewable Energy and Job Creation Tax Act of 2008 (flow-Through, Cost Basis) H.R. 7201 Energy Improvement and Extension Act of 2008 (Cost Basis) H.R. 7202 Temporary Tax Relief Act of 2008 (Flow-Through)
Generate Retirement Ownership Through Long-Term Holding Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 H.R. 2205 Retirement Security for Life Act of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs) H.R. 3221 American housing Rescue and Foreclosure Prevention Act of 2008 (Cost Basis) S. 3125 Energy Independence and Tax Relief Act of 2008 (Flow-Through) S. 3335 Jobs, Energy, Families, and Disaster Relief Act of 2008 (Flow-Through, Cost Basis) S. 3478 Energy Independence and Investment Act of 2008 (Cost Basis) H.R. 6049 Energy and Tax Extenders Act of 2008 (Flow-Through, Cost Basis) H.R. 7060 Renewable Energy and Job Creation Tax Act of 2008 (flow-Through, Cost Basis) H.R. 7201 Energy Improvement and Extension Act of 2008 (Cost Basis) H.R. 7202 Temporary Tax Relief Act of 2008 (Flow-Through)
Generate Retirement Ownership Through Long-Term Holding Act of 2007
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1424 Emergency Economic Stabilization Act of 2008 (cost basis reporting, flow through) H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 H.R. 2205 Retirement Security for Life Act of 2007 (lifetime annuity) S. 1010 Retiremet Security for Life Act of 2007 (lifetime annuity) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETN) Modernizing Tax Rules for Regulated Investment Companies
2010 · third_quarter · Q3
S. 1082 GROWTH Act S. 1297 Retirement Security for Life Act of 2009 (annuities) S. 2927 Wall Street Fair Share Act (securities transaction tax) S. 3793 Job Creation and Tax Cuts Act of 2010 (flow-through) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) H.R. 3429 GROWTH Act H.R. 4126 Retirement Fairness Act of 2009 (retirement plan nondiscrimination) H.R. 4191 Let Wall Street Pay for the Restoration of Main Street Act (securities transaction tax) H.R. 4337 Regulated Investment Company Modernization Act of 2009 Financial Crisis Responsibility Fee
S. 401 Defined Contribution Fee Disclosure Act of 2009 S. 2832 Lifetime Income Disclosure Act S. 3760 Automatic IRA Act of 2010 Target Date Funds (Kohl) H.R. 2779 Defined Contribution Plan Fee Transparency Act of 2009 (Neal) H.R. 4742 SAVE Act (Automatic IRA) H.R. 2989 401(k) Fair Disclosure and Pension Security Act of 2009 (Miller) H.R. 4146 Sensible Transparency for Retirement Plans Act of 2009 (Kline) H.R. 5297 Small Business Job Creation and Access to Capital Act of 2010 (Roth accounts) H.R. 6099 Automatic IRA Act of 2010
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2010 · second_quarter · Q2
S. 401 Defined Contribution Fee Disclosure Act of 2009 S. 2932 Lifetime Income Disclosure Act Target Date Funds (Kohl) H.R. 2779 Defined Contribution Plan Fee Transparency Act of 2009 (Neal) H.R. 2989 401(k) Fair Disclosure and Pension Security Act of 2009 (Miller) H.R. 4146 Sensible Transparency for Retirement Plans Act of 2009 (Kline) H.R. 4213 American Jobs and Closing Tax Loopholes Act of 2010 (401(k) disclosure)
S. 1082 GROWTH Act S. 1297 Retirement Security for Life Act of 2009 (annuities) S. 1934 Foreign Account Tax Compliance Act of 2009 S. 2927 Wall Street Fair Share Act (securities transaction tax) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) H.R. 3429 GROWTH Act H.R. 3933 Foreign Account Tax Compliance Act of 2009 H.R. 4126 Retirement Fairness Act of 2009 (retirement plan nondiscrimination) H.R. 4191 Let Wall Street Pay for the Restoration of Main Street Act (securities transaction tax) H.R. 4213 American Jobs and Closing Tax Loopholes Act of 2010 (flow-through) H.R. 4337 Regulated Investment Company Modernization Act of 2009 H.R. 4742 SAVE Act (Automatic Payroll Deduction IRA) Financial Crisis Responsibility Fee
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2010 · first_quarter · Q1
S. 1082 GROWTH Act S. 1297 Retirement Security for Life Act of 2009 (annuities) S. 1934 Foreign Account Tax Compliance Act of 2009 S. 2927 Wall Street Fair Share Act (securities transaction tax) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) H.R. 3429 GROWTH Act H.R. 3933 Foreign Account Tax Compliance Act of 2009 H.R. 4126 Retirement Fairness Act of 2009 (retirement plan nondiscrimination) H.R. 4191 Let Wall Street Pay for the Restoration of Main Street Act (securities transaction tax) H.R. 4213 Tax Extenders Act of 2009 (flow-through) H.R. 4337 Regulated Investment Company Modernization Act of 2009
S. 401 Defined Contribution Fee Disclosure Act of 2009 S. 2832 Lifetime Income Disclosure Act Target Date Funds (Kohl) H.R. 2779 Defined Contribution Plan Fee Transparency Act of 2009 (Neal) H.R. 2847 HIRE Act (401(k) disclosure) H.R. 2989 401(k) Fair Disclosure and Pension Security Act of 2009 (Miller) H.R. 4146 Sensible Transparency for Retirement Plans Act of 2009 (Kline)
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2009 · fourth_quarter · Q4
S. 1082 GROWTH ACT S. 1297Retirement Security for Life Act of 2009 (annuities) S. 1934Foreign Account Tax Compliance Act of 2009 H.R. 2748Retirement Security Needs Lifetime Pay Act of 2009 (annuities) H.R. 3429GROWTH Act H.R. 3933Foreign Account Tax Compliance Act of 2009 H.R. 4126Retirement Fairness Act of 2009 (retirement plan nondiscrimination) H.R. 4191Let Wall Street Pay for the Restoration of Main Street Act (securities transaction tax) H.R. 4213Tax Extenders Act of 2009 (flow-through) H.R. 4337Regulated Investment Company Modernization Act of 2009 Automatic Payroll Deduction IRA
S. 401 Defined Contribution Fee Disclosure Act of 2009 S. 2832Lifetime Income Disclosure Act Target Date Funds (Kohl) H.R. 2779Defined Contribution Plan Fee Transparency Act of 2009 H.R. 2989401(k) Fair Disclosure and Pension Security Act of 2009 H.R. 4146Sensible Transparency for Retirement Plans Act of 2009
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2009 · third_quarter · Q3
S. 157 Retirement Account Distribution Improvement Act of 2009 (RMD) H.R. 939 IRA Equity for Seniors Act (RMD) S. 722 Taxpayer Certainty and Relief Act of 2009 (capital gains and dividends) S. 506 Stop Tax Haven Abuse Act H.R. 1265 Stop Tax Haven Abuse Act S. 1082 GROWTH Act H.R. 3429 GROWTH Act H.R. 2022 Kids IRA Act of 2009 S. 1297 Retirement Security for Life Act of 2009 (annuities) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) Automatic Payroll Deduction IRA
S. 401 Defined Contribution Fee Disclosure Act of 2009 H.R. 1984 401(k) Fair Disclosure for Retirement Security Act of 2009 H.R. 1988 Conflicted Investment Advice Prohibition Act of 2009 H.R. 2021 Savings Recovery Act of 2009 H.R. 2779 Defined Contribution Plan Fee Transparency Act of 2009 H.R. 2989 401(k) Fair Disclosure and Pension Security Act of 2009 Target Date Funds (Kohl)
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2009 · second_quarter · Q2
S. 157 Retirement Account Distribution Improvement Act of 2009 (RMD) H.R. 939 IRA Equity for Seniors Act (RMD) S. 722 Taxpayer Certainty and Relief Act of 2009 (capital gains and dividends) S. 506 Stop Tax Haven Abuse Act H.R. 1265 Stop Tax Haven Abuse Act S. 1082 GROWTH Act H.R. 2022 Kids IRA Act of 2009 S. 1297 Retirement Security for Life Act of 2009 (annuities) H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 (annuities) Automatic Payroll Deduction IRA RIC Modernization
S. 401 Defined Contribution Fee Disclosure Act of 2009 H.R. 1256 Family Smoking Prevention and Tobacco Control Act (mutual fund window in TSP) H.R. 1984 401(k) Fair Disclosure for Retirement Security Act of 2009 H.R. 1988 Conflicted Investment Advice Prohibition Act of 2009 H.R. 2021 Savings Recovery Act of 2009 H.R. 2779 Defined Contribution Plan Fee Transparency Act of 2009 H.R. 2989 401(k) Fair Disclosure and Pension Security Act of 2009 Target Date Funds (Kohl)
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2009 · first_quarter · Q1
S. 401 Defined Contribution Fee Disclosure Act of 2009 401(k) Plans (Miller) Target Date Funds (Kohl) Automatic Payroll Deduction IRA Investment Advice
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2008 · fourth_quarter · Q4
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA ACt of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (Auto IRA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007 (401(k) disclosure) S. 2473 Defined Contributions Fee Disclosure Act of 2007 (401(k) disclosure) S. 3278 401(k) Debit Card Loans H.R. 6708 401(k) Debit Card Loans H.R. 7327 Worker, Retiree, and Employer Recovery Act of 2008 (RMD, PPA technical corrections)
H.R. 1424 Emergency Economic Stabilization Act of 2008 (cost basis reporting, flow through) H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 H.R. 2205 Retirement Security for Life Act of 2007 (lifetime annuity) S. 1010 Retiremet Security for Life Act of 2007 (lifetime annuity) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETN) Modernizing Tax Rules for Regulated Investment Companies
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2008 · third_quarter · Q3
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (Auto IRA) H.R. 6382 Pension Protection Technical Corrections Act of 2008 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure) S. 3278 401(k) Debit Card Loans H.R. 6708 401(k) Debit Card Loans S. 3445 Comprehensive Iran Sanctions, Accountability, and Divestment Act of 2008
H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 H.R. 2205 Retirement Security for Life Act of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs) H.R. 3221 American housing Rescue and Foreclosure Prevention Act of 2008 (Cost Basis) S. 3125 Energy Independence and Tax Relief Act of 2008 (Flow-Through) S. 3335 Jobs, Energy, Families, and Disaster Relief Act of 2008 (Flow-Through, Cost Basis) S. 3478 Energy Independence and Investment Act of 2008 (Cost Basis) H.R. 6049 Energy and Tax Extenders Act of 2008 (Flow-Through, Cost Basis) H.R. 7060 Renewable Energy and Job Creation Tax Act of 2008 (flow-Through, Cost Basis) H.R. 7201 Energy Improvement and Extension Act of 2008 (Cost Basis) H.R. 7202 Temporary Tax Relief Act of 2008 (Flow-Through)
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2008 · second_quarter · Q2
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (auto IRA) H.R. 3361 Pension Protection Technical Corrections Act of 2007 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure)
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2008 · first_quarter · Q1
H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (auto IRA) H.R. 3361 Pension Protection Technical Corrections Actof 2007 (PPA) S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA) H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure) H.R. 3765 Defined Contribution Plan Fee Transparency Actof 2007 (401(k) disclosure) S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure)
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2007 · year_end · YY
H.R. 6 Energy Independence and Security Act of 2007 (cost basis reporting) H.R. 3996 Tax Increase Prevention Act of 2007 (cost basis reporting, flow-through) H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 (taxation of capital gains distributions) S. 2126 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007 (taxation of capital gains distributions) H.R. 2205 Retirement Security for Life Act of 2007 (lifetime annuity) S. 1010 Retirement Security for Life Act of 2007 (lifetime annuity) H.R. 4912 Taxation of Prepaid Derivative Contracts (ETNs) H.R. 878 Simplification Through Additional Reporting Tax Act of 2007 (cost basis reporting) S. 601 Simplification Through Additional Reporting Tax Act of 2007 (cost basis reporting)
H.R. 1171 Money Market Fund Parity Act of 2007 (mutual fund competitiveness) H.R. 1257 Shareholder Vote on Executive Compensation Act (proxy vote disclosure) H.R. 2347 Iran Sanctions Enabling Act of 2007 (divestiture) H.R. 3046 Social Security Number Privacy and Identity Theft Prevention Act of 2007 (privacy) H.R. 3915 Mortgage Reform and Anti-Predatory Lending Act of 2007 (subprime assignee liability) H. Res. 552 China Market Access Resolution S. 831 Sudan Divestment Authorization Act of 2007 (divestiture) S. 1563 Sudan Disclosure and Enforcement Act of 2007 (divestiture) S. 1677 Currency Reform and Financial Markets Access Act of 2007 (China market access) S. 2271 Sudan Accountability and Divestment Act of 2007 (divestiture) S. 2452 Home Ownership Preservation and Protection Act of 2007 (subprime assignee liability) H.R. 180 Darfur Accountability and Divestment Act (divestiture) H.R. 964 Securely Protect Yourself Against Cyber Trespass (SPY) Act (data security)
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2007 · mid_year · MM
H.R. 1257 Shareholder Vote on Executive Compensation Act, provisions related to proxy vote disclosure H.R. 1289 Community Reinvestment Modernization Act of 2007, provisions related to applying CRA to securities H.R. 2347 Iran Sanctions Enabling Act of 2007, provistions related to divestiture H.J. Res. 20 FY 2007 Continuing Appropriations Act, provisions related to U.S. capital markets competitiveness S. 4 Improving America's Security Act of 2007, provisions related to critical infrastructure S. 761 America Competes Act, provisions related to U.S. capital markets competitiveness S. 831 Sudan Divestment Authorization Act of 2007, provisions related to divestiture S. 1260 Data Security Act of 2007, provisions related to data security S. 1563 Sudan Disclosure and Enforcement Act of 2007, provisions related to divestiture S. 1677 Currency Reform and Financial Markets Access Act of 2007, provisions related to China market access H.R. 180 Darfur Accountability and Divestment Act, provisions related to divestiture H.R. 964 Securely Protect Yourself Against Cyber Trespass (SPY) Act, provisions related to data security H.R. 1171 Money Market Fund Parity Act of 2007, provisions related to mutual fund competitiveness
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
S. 2473 Defined Contribution Fee Disclosure Act of 2007 H.R. 2167 Automatic IRA Act of 2007 S. 1141 Automatic IRA Act of 2007 H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
S. 601 Simplification Through Additional Reporting Tax Act of 2007, provisions related to cost basis reporting H.R. 2312 To make permanent the individual tax rates for capital gains and dividends S. 502 To repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends at capital gains rates Issues related to Exchange Traded Notes H.R. 878 Simplification Through Additional Reporting Tax Act of 2007, provisions related to cost basis reporting H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007, provisions related to taxation of capital gains distributions
H.R. 2829 FY 2008 Financial Services and General Government Appropriations Act (SEC Funding)
Issues related to 401(k) fees Issues related to Default Investment, regulations proposed by Department of Labor pursuant to PPA regarding default investments
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of