KELSEY MAYO — Lobbyist Profile | Poliscope

KELSEY MAYO

Filings

Clients

Firms

Years active

2025–2026

Associated filing income

—

How to read the money

Income and expense are whole-filing amounts associated with this lobbyist, not personal compensation or an allocated share.

Clients represented

Client	Filings	Years
AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES	8	2025–2026

Lobbying firms

Firm	Filings	Years
AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES	8	2025–2026

Bills explicitly cited in this lobbyist’s assigned issues (77)

No topic inference: each bill number appears in source LDA issue text assigned to this lobbyist.

H.R. 1013

Retirement Fairness for Charities and Educational Institutions Act of 2025

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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Cited source text

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

Original LDA source filings (8)

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

Firm income: —Client expense: $366,887Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

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

AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

Source: Senate LDA

Show 73 more cited filings

H.R. 2696

Retirement Savings for Americans Act of 2025

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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Cited source text

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

H.R. 3383

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

Open original LDA filing ↗

Cited source text

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

H.R. 3383

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

Open original LDA filing ↗

Cited source text

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

H.R. 3383

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

Open original LDA filing ↗

Cited source text

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

H.R. 4548

Small Nonprofit Retirement Security Act of 2025

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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Cited source text

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

H.R. 4548

Small Nonprofit Retirement Security Act of 2025

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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Cited source text

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

H.R. 6007

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

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Cited source text

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

H.R. 6084

ERISA Litigation Reform Act

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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Cited source text

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

H.R. 6450

Retirement Rollover Flexibility Act

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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Cited source text

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

H.R. 6450

Retirement Rollover Flexibility Act

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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Cited source text

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

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.

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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Cited source text

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

H.R. 7185

Home Savings Act

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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Cited source text

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

H.R. 7362

Form 5500 Filing Simplification Act

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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Cited source text

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

H.R. 7362

Form 5500 Filing Simplification Act

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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Cited source text

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

H.R. 8314

OPTIONS Act

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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Cited source text

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

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.

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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Cited source text

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

H.R. 8837

RISE Act

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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Cited source text

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

H.R. 8837

RISE Act

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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Cited source text

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

S. 1526

Retirement Savings for Americans Act of 2025

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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Cited source text

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

S. 1526

Retirement Savings for Americans Act of 2025

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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Cited source text

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

S. 1526

Retirement Savings for Americans Act of 2025

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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Cited source text

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

S. 1840

Retirement Investment in Small Employers Act

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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Cited source text

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

S. 1840

Retirement Investment in Small Employers Act

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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Cited source text

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

S. 3352

Retirement Rollover Flexibility Act

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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Cited source text

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

S. 3352

Retirement Rollover Flexibility Act

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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Cited source text

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

S. 424

Retirement Fairness for Charities and Educational Institutions Act of 2025

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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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

S. 424

Retirement Fairness for Charities and Educational Institutions Act of 2025

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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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

S. 424

Retirement Fairness for Charities and Educational Institutions Act of 2025

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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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

S. 4511

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

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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

H.R. 1013

Retirement Fairness for Charities and Educational Institutions Act of 2025

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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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

H.R. 2696

Retirement Savings for Americans Act of 2025

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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Cited source text

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

H.R. 3383

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

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Cited source text

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

H.R. 4548

Small Nonprofit Retirement Security Act of 2025

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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Cited source text

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

H.R. 6084

ERISA Litigation Reform Act

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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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

H.R. 6450

Retirement Rollover Flexibility Act

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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Cited source text

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

H.R. 6722

Automatic IRA Act of 2025

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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Cited source text

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

S. 1526

Retirement Savings for Americans Act of 2025

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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Cited source text

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

S. 1707

Helping Young Americans Save for Retirement Act

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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Cited source text

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

S. 1831

Auto Reenroll Act of 2025

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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Cited source text

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

S. 1840

Retirement Investment in Small Employers Act

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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Cited source text

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

S. 2365

Small Nonprofit Retirement Security Act of 2025

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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Cited source text

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

S. 3352

Retirement Rollover Flexibility Act

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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Cited source text

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

S. 424

Retirement Fairness for Charities and Educational Institutions Act of 2025

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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Cited source text

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

H.R. 1

Lower Energy Costs Act

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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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

H.R. 1013

American Port Access Privileges Act of 2023

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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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)

H.R. 1013

American Port Access Privileges Act of 2023

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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Cited source text

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)

H.R. 1013

American Port Access Privileges Act of 2023

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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Cited source text

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

H.R. 1013

American Port Access Privileges Act of 2023

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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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

H.R. 2163

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

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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

H.R. 2696

Motorsports Fairness and Permanency Act of 2023

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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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

H.R. 2696

Motorsports Fairness and Permanency Act of 2023

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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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

H.R. 3063

Retirement Fairness for Charities and Educational Institutions Act of 2023

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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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)

H.R. 3063

Retirement Fairness for Charities and Educational Institutions Act of 2023

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

Open original LDA filing ↗

Cited source text

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)

H.R. 4548

BRIDGE to DRC Act of 2023

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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Cited source text

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

H.R. 5325

Domestic Water Protection Act of 2023

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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Cited source text

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

H.R. 6065

Retirement Savings for Americans Act of 2023

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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Cited source text

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)

H.R. 6065

Retirement Savings for Americans Act of 2023

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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Cited source text

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)

H.R. 6757

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

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Cited source text

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

H.R. 6757

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

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Cited source text

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)

H.R. 6757

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

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Cited source text

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)

H.R. 6757

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

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Cited source text

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

H.R. 7293

Automatic IRA Act of 2024

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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Cited source text

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

S. 1526

NTIA Policy and Cybersecurity Coordination Act

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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Cited source text

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

S. 1526

NTIA Policy and Cybersecurity Coordination Act

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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Cited source text

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

S. 1831

Roadless Area Conservation Act of 2023

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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Cited source text

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

S. 2365

SNAP Next Step Act of 2023

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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Cited source text

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

S. 3102

Retirement Savings for Americans Act of 2023

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

Open original LDA filing ↗

Cited source text

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)

S. 424

Protect Our Seniors Act

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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Cited source text

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)

S. 424

Protect Our Seniors Act

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

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Cited source text

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

S. 424

Protect Our Seniors Act

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

Open original LDA filing ↗

Cited source text

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

S. 4917

Retirement Fairness for Charities and Educational Institutions Act of 2024

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

Open original LDA filing ↗

Cited source text

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)

S. 4965

Small Nonprofit Retirement Security Act of 2024

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

Open original LDA filing ↗

Cited source text

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

S. 4965

Small Nonprofit Retirement Security Act of 2024

Client: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · Firm: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

Open original LDA filing ↗

Cited source text

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)

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AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES via AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

2025 · third_quarter · Q3

Firm income: —Client expense: $389,418Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

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

Firm income: —Client expense: $357,661Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

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

Firm income: —Client expense: $367,805Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

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

Firm income: —Client expense: $367,805Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Filing targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC)