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.
Financial System Stabilization and Reform Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 710 To secure additional Tier I capital for the U.S. banking system from parties other than the federal government by providing authority to the secretary of the treasury to guaranty certain new preferred stock investments made by public pensions acting in a collective fashion, and for other purposes HR 1754 To create a systemic risk monitor for the financial system of the United States, to oversee financial regulatory activities of the federal government, and for other purposes H.R.2221: To protect consumers by requiring reasonable security policies and procedures to protect computerized data containing personal information, and to provide for nationwide notice in the event of a security breach. HR. 3126: Establishment of the Consumer Financial Protection Agency H.R. 3269: To amend the Securities Exchange Act of 1934 to provide shareholders with an advisory vote on executive compensation and to prevent perverse incentives in the compensation practices of financial institutions HR. 3310: To reform the financial regulatory system of the United States, and for other purposes H.R. 4173: to provide for financial regulatory reform, to protect consumers and investors, to enhance federal understanding of insurance issues, to regulate the over-the-counter derivatives markets, executive compensation H.R. 6334: to amend the Community Reinvestment Act of 1977 to improve the assessments of regulated financial institutions S 605 A bill to require the Securities and Exchange Commission to reinstate the uptick rule and effectively regulate abusive short selling activities. S. 961 to authorize the regulation of credit default swaps and other swap agreements, and for other purposes S. 1074 to provide shareholders with enhanced authority over the nomination, election, and compensation of public company executives S.1661: A bill to protect older Americans from misleading and fraudulent marketing practices, with the goal of increasing retirement security. S 3217 To promote the financial stability of the United States by improving accountability and transparency in the financial system, to end `too big to fail', to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices - regulatory reform
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
PRINCIPAL FINANCIAL GROUP via PRINCIPAL FINANCIAL GROUP
2010 · fourth_quarter · 4A
HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer H.R. 1988 To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 1984 To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. HR 2021 To help rebuild retirement, college, and personal savings. H.R.2748 To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R.2779 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. H.R.2989 To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. HR 3936 Preserve Benefits and Jobs Act of 2009 was introduced to provide relief to pension plan sponsors HR 3962: Defined benefit relief H.R. 4915 an admendment would make technical corrections to the pension funding relief provisions of the Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act HR 4126 Retirement Fairness Act - the bill would amend the IRS Code to modify the nondiscrimination rules in qualified retirement plans H.R.4146: To amend title I of the Employee Retirement Income Security Act of 1974 to provide for disclosure regarding compensation for services to pension plans. HR 5297: Roth Conversion, roth contribution, and partial annuitization. HR 6099/S.3760: To amend the Internal Revenue Code of 1986 to expand personal saving and retirement savings coverage by enabling employees not covered by qualifying retirement plans to save for retirement through automatic IRA arrangements, and for other purposes. S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes. S.1297: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 2832: Lifetime Income Disclosure Act would require plan sponsors of defined contribution plans to inform plan participants of the projected monthly income they could expect at retirement based on their current account balance. S. Amend 3451 to HR 4213 - Defined Benefit Relief S 3793:Technical Corrections applicable to defined benenfit funding relief per HR 3962.
Source: Senate LDA
Financial System Stabilization and Reform Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 710 To secure additional Tier I capital for the U.S. banking system from parties other than the federal government by providing authority to the secretary of the treasury to guaranty certain new preferred stock investments made by public pensions acting in a collective fashion, and for other purposes HR 1754 To create a systemic risk monitor for the financial system of the United States, to oversee financial regulatory activities of the federal government, and for other purposes H.R.2221: To protect consumers by requiring reasonable security policies and procedures to protect computerized data containing personal information, and to provide for nationwide notice in the event of a security breach. HR. 3126: Establishment of the Consumer Financial Protection Agency H.R. 3269: To amend the Securities Exchange Act of 1934 to provide shareholders with an advisory vote on executive compensation and to prevent perverse incentives in the compensation practices of financial institutions HR. 3310: To reform the financial regulatory system of the United States, and for other purposes H.R. 4173: to provide for financial regulatory reform, to protect consumers and investors, to enhance federal understanding of insurance issues, to regulate the over-the-counter derivatives markets, executive compensation H.R. 6334: to amend the Community Reinvestment Act of 1977 to improve the assessments of regulated financial institutions S 605 A bill to require the Securities and Exchange Commission to reinstate the uptick rule and effectively regulate abusive short selling activities. S. 961 to authorize the regulation of credit default swaps and other swap agreements, and for other purposes S. 1074 to provide shareholders with enhanced authority over the nomination, election, and compensation of public company executives S.1661: A bill to protect older Americans from misleading and fraudulent marketing practices, with the goal of increasing retirement security. S 3217 To promote the financial stability of the United States by improving accountability and transparency in the financial system, to end `too big to fail', to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices - regulatory reform
Financial System Stabilization and Reform Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 710 To secure additional Tier I capital for the U.S. banking system from parties other than the federal government by providing authority to the secretary of the treasury to guaranty certain new preferred stock investments made by public pensions acting in a collective fashion, and for other purposes HR 1754 To create a systemic risk monitor for the financial system of the United States, to oversee financial regulatory activities of the federal government, and for other purposes H.R.2221: To protect consumers by requiring reasonable security policies and procedures to protect computerized data containing personal information, and to provide for nationwide notice in the event of a security breach. HR. 3126: Establishment of the Consumer Financial Protection Agency H.R. 3269: To amend the Securities Exchange Act of 1934 to provide shareholders with an advisory vote on executive compensation and to prevent perverse incentives in the compensation practices of financial institutions HR. 3310: To reform the financial regulatory system of the United States, and for other purposes H.R. 4173: to provide for financial regulatory reform, to protect consumers and investors, to enhance federal understanding of insurance issues, to regulate the over-the-counter derivatives markets, executive compensation H.R. 6334: to amend the Community Reinvestment Act of 1977 to improve the assessments of regulated financial institutions S 605 A bill to require the Securities and Exchange Commission to reinstate the uptick rule and effectively regulate abusive short selling activities. S. 961 to authorize the regulation of credit default swaps and other swap agreements, and for other purposes S. 1074 to provide shareholders with enhanced authority over the nomination, election, and compensation of public company executives S.1661: A bill to protect older Americans from misleading and fraudulent marketing practices, with the goal of increasing retirement security. S 3217 To promote the financial stability of the United States by improving accountability and transparency in the financial system, to end `too big to fail', to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices - regulatory reform
Financial System Stabilization and Reform Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 710 To secure additional Tier I capital for the U.S. banking system from parties other than the federal government by providing authority to the secretary of the treasury to guaranty certain new preferred stock investments made by public pensions acting in a collective fashion, and for other purposes HR 1754 To create a systemic risk monitor for the financial system of the United States, to oversee financial regulatory activities of the federal government, and for other purposes H.R.2221: To protect consumers by requiring reasonable security policies and procedures to protect computerized data containing personal information, and to provide for nationwide notice in the event of a security breach. HR. 3126: Establishment of the Consumer Financial Protection Agency H.R. 3269: To amend the Securities Exchange Act of 1934 to provide shareholders with an advisory vote on executive compensation and to prevent perverse incentives in the compensation practices of financial institutions HR. 3310: To reform the financial regulatory system of the United States, and for other purposes H.R.3817: To provide the Securities and Exchange Commission with additional authorities to protect investors from violations of the securities laws H.R. 4173, to provide for financial regulatory reform, to protect consumers and investors, to enhance federal understanding of insurance issues, to regulate the over-the-counter derivatives markets, executive compensation S 344 A bill to require hedge funds to register with the Securities and Exchange Commission, and for other purposes S 605 A bill to require the Securities and Exchange Commission to reinstate the uptick rule and effectively regulate abusive short selling activities. S. 961 to authorize the regulation of credit default swaps and other swap agreements, and for other purposes S. 1006 to require a supermajority shareholder vote to approve excessive compensation of any employee of a publicly-traded company S. 1074 to provide shareholders with enhanced authority over the nomination, election, and compensation of public company executives S. 1276 A bill to require investment advisers to private funds, including hedge funds, private equity funds, venture capital funds, and others to register with the Securities and Exchange Commission, and for other purposes. S.1661: A bill to protect older Americans from misleading and fraudulent marketing practices, with the goal of increasing retirement security. S. 3149 to amend the Internal Revenue Code of 1986 to limit certain executive compensation paid by systemically significant financial institutions S 3217 To promote the financial stability of the United States by improving accountability and transparency in the financial system, to end `too big to fail', to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices - regulatory reform
Financial System Stabilization and Reform Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 710 To secure additional Tier I capital for the U.S. banking system from parties other than the federal government by providing authority to the secretary of the treasury to guaranty certain new preferred stock investments made by public pensions acting in a collective fashion, and for other purposes HR 1754 To create a systemic risk monitor for the financial system of the United States, to oversee financial regulatory activities of the federal government, and for other purposes H.R.2221: To protect consumers by requiring reasonable security policies and procedures to protect computerized data containing personal information, and to provide for nationwide notice in the event of a security breach. HR. 3126: Establishment of the Consumer Financial Protection Agency H.R. 3269: To amend the Securities Exchange Act of 1934 to provide shareholders with an advisory vote on executive compensation and to prevent perverse incentives in the compensation practices of financial institutions HR. 3310: To reform the financial regulatory system of the United States, and for other purposes H.R. 4173, to provide for financial regulatory reform, to protect consumers and investors, to enhance federal understanding of insurance issues, to regulate the over-the-counter derivatives markets, executive compensation S 605 A bill to require the Securities and Exchange Commission to reinstate the uptick rule and effectively regulate abusive short selling activities. S. 961 to authorize the regulation of credit default swaps and other swap agreements, and for other purposes S. 1074 to provide shareholders with enhanced authority over the nomination, election, and compensation of public company executives S.1661: A bill to protect older Americans from misleading and fraudulent marketing practices, with the goal of increasing retirement security. S 3217 To promote the financial stability of the United States by improving accountability and transparency in the financial system, to end `too big to fail', to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices - regulatory reform
Financial System Stabilization and Reform Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 710 To secure additional Tier I capital for the U.S. banking system from parties other than the federal government by providing authority to the secretary of the treasury to guaranty certain new preferred stock investments made by public pensions acting in a collective fashion, and for other purposes HR 977 To amend the Commodity Exchange Act to bring greater transparency and accountability to commodity markets, and for other purposes. HR 1754 To create a systemic risk monitor for the financial system of the United States, to oversee financial regulatory activities of the federal government, and for other purposes H.R.2221: To protect consumers by requiring reasonable security policies and procedures to protect computerized data containing personal information, and to provide for nationwide notice in the event of a security breach. HR. 3126: Establishment of the Consumer Financial Protection Agency H.R. 3269: To amend the Securities Exchange Act of 1934 to provide shareholders with an advisory vote on executive compensation and to prevent perverse incentives in the compensation practices of financial institutions HR. 3310: To reform the financial regulatory system of the United States, and for other purposes H.R.3817: To provide the Securities and Exchange Commission with additional authorities to protect investors from violations of the securities laws H.R.3996 To improve financial stability H.R. 4173, to provide for financial regulatory reform, to protect consumers and investors, to enhance federal understanding of insurance issues, to regulate the over-the-counter derivatives markets, executive compensation S 272 A bill to amend the Commodity Exchange Act to ensure that all agreements, contracts, and transactions with respect to commodities are carried out on a regulated exchange, and for other purposes. S 344 A bill to require hedge funds to register with the Securities and Exchange Commission, and for other purposes S 356 A bill to amend the Bank Holding Company Act of 1956 and the Revised Statutes of the United States to prohibit financial holding companies and national banks from engaging, directly or indirectly, in real estate brokerage or real estate management activities, and for other purposes. S 605 A bill to require the Securities and Exchange Commission to reinstate the uptick rule and effectively regulate abusive short selling activities. S. 961 to authorize the regulation of credit default swaps and other swap agreements, and for other purposes S. 1006 to require a supermajority shareholder vote to approve excessive compensation of any employee of a publicly-traded company S. 1074 to provide shareholders with enhanced authority over the nomination, election, and compensation of public company executives S. 1276 A bill to require investment advisers to private funds, including hedge funds, private equity funds, venture capital funds, and others to register with the Securities and Exchange Commission, and for other purposes. S.1661: A bill to protect older Americans from misleading and fraudulent marketing practices, with the goal of increasing retirement security. S. 3149 to amend the Internal Revenue Code of 1986 to limit certain executive compensation paid by systemically significant financial institutions S 3217 To promote the financial stability of the United States by improving accountability and transparency in the financial system, to end `too big to fail', to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices - regulatory reform
To amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income.
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
S 350 An original bill to provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. HR 436 To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, and for other purposes. H.R. 1944 to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income H.R.4154: To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration. HR 4191 Securities Transaction Tax bill would impose a transaction tax of 0.25 percent on stock transactions and 0.02 percent on futures, swaps, and credit default swaps. H.R.4213: To amend the Internal Revenue Code of 1986 to extend certain expiring provisions H.R.4337 Regulated Investment Company Modernization Act of 2009 - certain tax rules applicable to funds to similar rules applicable to individuals or real estate investment trusts. S.722 A bill to amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. S. 1007 to amend the Internal Revenue Code of 1986 to deny a deduction for excessive compensation of any employee of an employer S. 2927, to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes;
To amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income.
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
S 350 An original bill to provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. HR 436 To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, and for other purposes. H.R. 1944 to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income H.R.4154: To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration. HR 4191 Securities Transaction Tax bill would impose a transaction tax of 0.25 percent on stock transactions and 0.02 percent on futures, swaps, and credit default swaps. H.R.4213: To amend the Internal Revenue Code of 1986 to extend certain expiring provisions H.R.4337/S 3948: Regulated Investment Company Modernization Act of 2009 - certain tax rules applicable to funds to similar rules applicable to individuals or real estate investment trusts. H.R.4853 - Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act To amend the Internal Revenue Code of 1986 to extend the funding and expenditure authority of the Airport and Airway Trust Fund, to amend title 49, United States Code, to extend authorizations for the airport improvement program, and for other purposes. S.722 A bill to amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. S. 1007 to amend the Internal Revenue Code of 1986 to deny a deduction for excessive compensation of any employee of an employer S. 2927, to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes;
To amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income.
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
S 350 An original bill to provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. HR 436 To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, and for other purposes. HR 598 To provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. HR 971 To amend the Internal Revenue Code of 1986 to provide commuter flexible spending arrangements H.R. 1944 to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income H.R. 2526 to amend the Internal Revenue Code of 1986 to increase participation in medical flexible spending arrangements H.R.4154: To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration. HR 4191 Securities Transaction Tax bill would impose a transaction tax of 0.25 percent on stock transactions and 0.02 percent on futures, swaps, and credit default swaps. H.R.4213: To amend the Internal Revenue Code of 1986 to extend certain expiring provisions S.722 A bill to amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. S. 1007 to amend the Internal Revenue Code of 1986 to deny a deduction for excessive compensation of any employee of an employer S. 2883 To amend the Internal Revenue Code of 1986 to provide for the distribution of remaining balances in flexible spending arrangements upon termination from employment. S. 2927, to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes;
To amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income.
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
S 350 An original bill to provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. HR 436 To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, and for other purposes. H.R. 1944 to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income H.R.4154: To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration. HR 4191 Securities Transaction Tax bill would impose a transaction tax of 0.25 percent on stock transactions and 0.02 percent on futures, swaps, and credit default swaps. H.R.4213: To amend the Internal Revenue Code of 1986 to extend certain expiring provisions H.R.4337 Regulated Investment Company Modernization Act of 2009 - certain tax rules applicable to funds to similar rules applicable to individuals or real estate investment trusts. S.722 A bill to amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. S. 1007 to amend the Internal Revenue Code of 1986 to deny a deduction for excessive compensation of any employee of an employer S. 2927, to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes;
To amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income.
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
S 350 An original bill to provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. HR 436 To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, and for other purposes. H.R. 1944 to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income H.R.4154: To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration. HR 4191 Securities Transaction Tax bill would impose a transaction tax of 0.25 percent on stock transactions and 0.02 percent on futures, swaps, and credit default swaps. H.R.4213: To amend the Internal Revenue Code of 1986 to extend certain expiring provisions H.R.4337/S 3948: Regulated Investment Company Modernization Act of 2009 - certain tax rules applicable to funds to similar rules applicable to individuals or real estate investment trusts. H.R.4853 - Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act To amend the Internal Revenue Code of 1986 to extend the funding and expenditure authority of the Airport and Airway Trust Fund, to amend title 49, United States Code, to extend authorizations for the airport improvement program, and for other purposes. S.722 A bill to amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. S. 1007 to amend the Internal Revenue Code of 1986 to deny a deduction for excessive compensation of any employee of an employer S. 2927, to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes;
To amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income.
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
S 350 An original bill to provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. HR 436 To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, and for other purposes. HR 598 To provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. H.R. 1944 to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income H.R.4154: To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration. HR 4191 Securities Transaction Tax bill would impose a transaction tax of 0.25 percent on stock transactions and 0.02 percent on futures, swaps, and credit default swaps. H.R.4213: To amend the Internal Revenue Code of 1986 to extend certain expiring provisions H.R.4337 Regulated Investment Company Modernization Act of 2009 - certain tax rules applicable to funds to similar rules applicable to individuals or real estate investment trusts. S.722 A bill to amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. S. 1007 to amend the Internal Revenue Code of 1986 to deny a deduction for excessive compensation of any employee of an employer S. 2927, to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes;
Savings for American Families' Future Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer H.R. 1988 To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 1984 To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. HR 2021 To help rebuild retirement, college, and personal savings. H.R.2748 To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R.2779 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. H.R.2989 To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. HR 3936 Preserve Benefits and Jobs Act of 2009 was introduced to provide relief to pension plan sponsors HR 3962: Defined benefit relief HR 4126 Retirement Fairness Act - the bill would amend the IRS Code to modify the nondiscrimination rules in qualified retirement plans H.R.4146: To amend title I of the Employee Retirement Income Security Act of 1974 to provide for disclosure regarding compensation for services to pension plans. HR 5297: Roth Conversion, roth contribution, and partial annuitization. HR 6099/S.3760: To amend the Internal Revenue Code of 1986 to expand personal saving and retirement savings coverage by enabling employees not covered by qualifying retirement plans to save for retirement through automatic IRA arrangements, and for other purposes. S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes. S.1297: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 2832: Lifetime Income Disclosure Act would require plan sponsors of defined contribution plans to inform plan participants of the projected monthly income they could expect at retirement based on their current account balance. S. Amend 3451 to HR 4213 - Defined Benefit Relief S 3793:Technical Corrections applicable to defined benenfit funding relief per HR 3962.
Savings for American Families' Future Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer H.R. 1988 To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 1984 To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. HR 2021 To help rebuild retirement, college, and personal savings. H.R.2748 To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R.2779 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. H.R.2989 To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. HR 3936 Preserve Benefits and Jobs Act of 2009 was introduced to provide relief to pension plan sponsors HR 3962: Defined benefit relief H.R. 4915 an admendment would make technical corrections to the pension funding relief provisions of the Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act HR 4126 Retirement Fairness Act - the bill would amend the IRS Code to modify the nondiscrimination rules in qualified retirement plans H.R.4146: To amend title I of the Employee Retirement Income Security Act of 1974 to provide for disclosure regarding compensation for services to pension plans. HR 5297: Roth Conversion, roth contribution, and partial annuitization. HR 6099/S.3760: To amend the Internal Revenue Code of 1986 to expand personal saving and retirement savings coverage by enabling employees not covered by qualifying retirement plans to save for retirement through automatic IRA arrangements, and for other purposes. S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes. S.1297: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 2832: Lifetime Income Disclosure Act would require plan sponsors of defined contribution plans to inform plan participants of the projected monthly income they could expect at retirement based on their current account balance. S. Amend 3451 to HR 4213 - Defined Benefit Relief S 3793:Technical Corrections applicable to defined benenfit funding relief per HR 3962.
Savings for American Families' Future Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer H.R. 1988 To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 1984 To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. HR 2021 To help rebuild retirement, college, and personal savings. H.R.2748 To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R.2779 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. H.R.2989 To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. HR 3936 Preserve Benefits and Jobs Act of 2009 was introduced to provide relief to pension plan sponsors HR 3962: Defined benefit relief H.R. 4915 an admendment would make technical corrections to the pension funding relief provisions of the Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act HR 4126 Retirement Fairness Act - the bill would amend the IRS Code to modify the nondiscrimination rules in qualified retirement plans H.R.4146: To amend title I of the Employee Retirement Income Security Act of 1974 to provide for disclosure regarding compensation for services to pension plans. HR 5297: Roth Conversion, roth contribution, and partial annuitization. HR 6099/S.3760: To amend the Internal Revenue Code of 1986 to expand personal saving and retirement savings coverage by enabling employees not covered by qualifying retirement plans to save for retirement through automatic IRA arrangements, and for other purposes. S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes. S.1297: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 2832: Lifetime Income Disclosure Act would require plan sponsors of defined contribution plans to inform plan participants of the projected monthly income they could expect at retirement based on their current account balance. S. Amend 3451 to HR 4213 - Defined Benefit Relief S 3793:Technical Corrections applicable to defined benenfit funding relief per HR 3962.
Savings for American Families' Future Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer H.R. 1988 To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 1984 To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. HR 2021 To help rebuild retirement, college, and personal savings. H.R.2748 To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R.2779 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. H.R.2989 To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. HR 3936 Preserve Benefits and Jobs Act of 2009 was introduced to provide relief to pension plan sponsors HR 4126 Retirement Fairness Act - the bill would amend the IRS Code to modify the nondiscrimination rules in qualified retirement plans H.R.4146: To amend title I of the Employee Retirement Income Security Act of 1974 to provide for disclosure regarding compensation for services to pension plans. S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes. S.1297: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 2832: Lifetime Income Disclosure Act would require plan sponsors of defined contribution plans to inform plan participants of the projected monthly income they could expect at retirement based on their current account balance. S. Amend 3451 to HR 4213 - Defined Benefit Relief
Savings for American Families' Future Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer H.R. 1988 To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 1984 To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. HR 2021 To help rebuild retirement, college, and personal savings. H.R.2748 To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R.2779 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. H.R.2989 To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. HR 3936 Preserve Benefits and Jobs Act of 2009 was introduced to provide relief to pension plan sponsors HR 3962: Defined benefit relief HR 4126 Retirement Fairness Act - the bill would amend the IRS Code to modify the nondiscrimination rules in qualified retirement plans H.R.4146: To amend title I of the Employee Retirement Income Security Act of 1974 to provide for disclosure regarding compensation for services to pension plans. HR 5297: Roth Conversion, roth contribution, and partial annuitization. HR 6099/S.3760: To amend the Internal Revenue Code of 1986 to expand personal saving and retirement savings coverage by enabling employees not covered by qualifying retirement plans to save for retirement through automatic IRA arrangements, and for other purposes. S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes. S.1297: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 2832: Lifetime Income Disclosure Act would require plan sponsors of defined contribution plans to inform plan participants of the projected monthly income they could expect at retirement based on their current account balance. S. Amend 3451 to HR 4213 - Defined Benefit Relief S 3793:Technical Corrections applicable to defined benenfit funding relief per HR 3962.
Savings for American Families' Future Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer H.R. 1988 To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 1984 To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. HR 2021 To help rebuild retirement, college, and personal savings. H.R.2748 To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R.2779 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. H.R.2989 To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. HR 3936 Preserve Benefits and Jobs Act of 2009 was introduced to provide relief to pension plan sponsors HR 3962: Defined benefit relief HR 4126 Retirement Fairness Act - the bill would amend the IRS Code to modify the nondiscrimination rules in qualified retirement plans H.R.4146: To amend title I of the Employee Retirement Income Security Act of 1974 to provide for disclosure regarding compensation for services to pension plans. HR 5297: Roth Conversion S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes. S.1297: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 2832: Lifetime Income Disclosure Act would require plan sponsors of defined contribution plans to inform plan participants of the projected monthly income they could expect at retirement based on their current account balance. S. Amend 3451 to HR 4213 - Defined Benefit Relief
Savings Recovery Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer H.R. 1988 To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 1984 To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. HR 2021 To help rebuild retirement, college, and personal savings. H.R.2748 To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R.2779 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. H.R.2989 To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. HR 3936 Preserve Benefits and Jobs Act of 2009 was introduced to provide relief to pension plan sponsors HR 3962: Defined benefit relief HR 4126 Retirement Fairness Act - the bill would amend the IRS Code to modify the nondiscrimination rules in qualified retirement plans H.R.4146: To amend title I of the Employee Retirement Income Security Act of 1974 to provide for disclosure regarding compensation for services to pension plans. HR 5297: Roth Conversion S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes. S.1297: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 2832: Lifetime Income Disclosure Act would require plan sponsors of defined contribution plans to inform plan participants of the projected monthly income they could expect at retirement based on their current account balance. S. Amend 3451 to HR 4213 - Defined Benefit Relief
Savings Recovery Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer H.R. 1988 To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 1984 To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. HR 2021 To help rebuild retirement, college, and personal savings. H.R.2748 To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R.2779 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. H.R.2989 To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. HR 3936 Preserve Benefits and Jobs Act of 2009 was introduced to provide relief to pension plan sponsors HR 3962: Defined benefit relief HR 4126 Retirement Fairness Act - the bill would amend the IRS Code to modify the nondiscrimination rules in qualified retirement plans H.R.4146: To amend title I of the Employee Retirement Income Security Act of 1974 to provide for disclosure regarding compensation for services to pension plans. HR 5297: Roth Conversion, roth contribution, and partial annuitization. HR 6099/S.3760: To amend the Internal Revenue Code of 1986 to expand personal saving and retirement savings coverage by enabling employees not covered by qualifying retirement plans to save for retirement through automatic IRA arrangements, and for other purposes. S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes. S.1297: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 2832: Lifetime Income Disclosure Act would require plan sponsors of defined contribution plans to inform plan participants of the projected monthly income they could expect at retirement based on their current account balance. S. Amend 3451 to HR 4213 - Defined Benefit Relief S 3793:Technical Corrections applicable to defined benenfit funding relief per HR 3962.
Savings Recovery Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer H.R. 1988 To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 1984 To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. HR 2021 To help rebuild retirement, college, and personal savings. H.R.2748 To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R.2779 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. H.R.2989 To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. HR 3936 Preserve Benefits and Jobs Act of 2009 was introduced to provide relief to pension plan sponsors HR 3962: Defined benefit relief H.R. 4915 an admendment would make technical corrections to the pension funding relief provisions of the Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act HR 4126 Retirement Fairness Act - the bill would amend the IRS Code to modify the nondiscrimination rules in qualified retirement plans H.R.4146: To amend title I of the Employee Retirement Income Security Act of 1974 to provide for disclosure regarding compensation for services to pension plans. HR 5297: Roth Conversion, roth contribution, and partial annuitization. HR 6099/S.3760: To amend the Internal Revenue Code of 1986 to expand personal saving and retirement savings coverage by enabling employees not covered by qualifying retirement plans to save for retirement through automatic IRA arrangements, and for other purposes. S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes. S.1297: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 2832: Lifetime Income Disclosure Act would require plan sponsors of defined contribution plans to inform plan participants of the projected monthly income they could expect at retirement based on their current account balance. S. Amend 3451 to HR 4213 - Defined Benefit Relief S 3793:Technical Corrections applicable to defined benenfit funding relief per HR 3962.
Savings Recovery Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer H.R. 1988 To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 1984 To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. HR 2021 To help rebuild retirement, college, and personal savings. H.R.2748 To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R.2779 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. H.R.2989 To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. HR 3936 Preserve Benefits and Jobs Act of 2009 was introduced to provide relief to pension plan sponsors HR 3962: Defined benefit relief HR 4126 Retirement Fairness Act - the bill would amend the IRS Code to modify the nondiscrimination rules in qualified retirement plans H.R.4146: To amend title I of the Employee Retirement Income Security Act of 1974 to provide for disclosure regarding compensation for services to pension plans. HR 5297: Roth Conversion, roth contribution, and partial annuitization. HR 6099/S.3760: To amend the Internal Revenue Code of 1986 to expand personal saving and retirement savings coverage by enabling employees not covered by qualifying retirement plans to save for retirement through automatic IRA arrangements, and for other purposes. S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes. S.1297: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 2832: Lifetime Income Disclosure Act would require plan sponsors of defined contribution plans to inform plan participants of the projected monthly income they could expect at retirement based on their current account balance. S. Amend 3451 to HR 4213 - Defined Benefit Relief S 3793:Technical Corrections applicable to defined benenfit funding relief per HR 3962.
Savings Recovery Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer H.R. 1988 To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 1984 To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. HR 2021 To help rebuild retirement, college, and personal savings. H.R.2748 To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R.2779 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. H.R.2989 To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. HR 3936 Preserve Benefits and Jobs Act of 2009 was introduced to provide relief to pension plan sponsors HR 4126 Retirement Fairness Act - the bill would amend the IRS Code to modify the nondiscrimination rules in qualified retirement plans H.R.4146: To amend title I of the Employee Retirement Income Security Act of 1974 to provide for disclosure regarding compensation for services to pension plans. S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes. S.1297: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 2832: Lifetime Income Disclosure Act would require plan sponsors of defined contribution plans to inform plan participants of the projected monthly income they could expect at retirement based on their current account balance. S. Amend 3451 to HR 4213 - Defined Benefit Relief
Savings Recovery Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer H.R. 1988 To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 1984 To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. HR 2021 To help rebuild retirement, college, and personal savings. H.R.2748 To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R.2779 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. H.R.2989 To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. HR 3936 Preserve Benefits and Jobs Act of 2009 was introduced to provide relief to pension plan sponsors HR 3962: Defined benefit relief H.R. 4915 an admendment would make technical corrections to the pension funding relief provisions of the Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act HR 4126 Retirement Fairness Act - the bill would amend the IRS Code to modify the nondiscrimination rules in qualified retirement plans H.R.4146: To amend title I of the Employee Retirement Income Security Act of 1974 to provide for disclosure regarding compensation for services to pension plans. HR 5297: Roth Conversion, roth contribution, and partial annuitization. HR 6099/S.3760: To amend the Internal Revenue Code of 1986 to expand personal saving and retirement savings coverage by enabling employees not covered by qualifying retirement plans to save for retirement through automatic IRA arrangements, and for other purposes. S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes. S.1297: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 2832: Lifetime Income Disclosure Act would require plan sponsors of defined contribution plans to inform plan participants of the projected monthly income they could expect at retirement based on their current account balance. S. Amend 3451 to HR 4213 - Defined Benefit Relief S 3793:Technical Corrections applicable to defined benenfit funding relief per HR 3962.
Data Accountability and Trust Act
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 710 To secure additional Tier I capital for the U.S. banking system from parties other than the federal government by providing authority to the secretary of the treasury to guaranty certain new preferred stock investments made by public pensions acting in a collective fashion, and for other purposes HR 1754 To create a systemic risk monitor for the financial system of the United States, to oversee financial regulatory activities of the federal government, and for other purposes H.R.2221: To protect consumers by requiring reasonable security policies and procedures to protect computerized data containing personal information, and to provide for nationwide notice in the event of a security breach. HR. 3126: Establishment of the Consumer Financial Protection Agency H.R. 3269: To amend the Securities Exchange Act of 1934 to provide shareholders with an advisory vote on executive compensation and to prevent perverse incentives in the compensation practices of financial institutions HR. 3310: To reform the financial regulatory system of the United States, and for other purposes H.R.3817: To provide the Securities and Exchange Commission with additional authorities to protect investors from violations of the securities laws H.R. 4173, to provide for financial regulatory reform, to protect consumers and investors, to enhance federal understanding of insurance issues, to regulate the over-the-counter derivatives markets, executive compensation S 344 A bill to require hedge funds to register with the Securities and Exchange Commission, and for other purposes S 605 A bill to require the Securities and Exchange Commission to reinstate the uptick rule and effectively regulate abusive short selling activities. S. 961 to authorize the regulation of credit default swaps and other swap agreements, and for other purposes S. 1006 to require a supermajority shareholder vote to approve excessive compensation of any employee of a publicly-traded company S. 1074 to provide shareholders with enhanced authority over the nomination, election, and compensation of public company executives S. 1276 A bill to require investment advisers to private funds, including hedge funds, private equity funds, venture capital funds, and others to register with the Securities and Exchange Commission, and for other purposes. S.1661: A bill to protect older Americans from misleading and fraudulent marketing practices, with the goal of increasing retirement security. S. 3149 to amend the Internal Revenue Code of 1986 to limit certain executive compensation paid by systemically significant financial institutions S 3217 To promote the financial stability of the United States by improving accountability and transparency in the financial system, to end `too big to fail', to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices - regulatory reform
Data Accountability and Trust Act
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 710 To secure additional Tier I capital for the U.S. banking system from parties other than the federal government by providing authority to the secretary of the treasury to guaranty certain new preferred stock investments made by public pensions acting in a collective fashion, and for other purposes HR 1754 To create a systemic risk monitor for the financial system of the United States, to oversee financial regulatory activities of the federal government, and for other purposes H.R.2221: To protect consumers by requiring reasonable security policies and procedures to protect computerized data containing personal information, and to provide for nationwide notice in the event of a security breach. HR. 3126: Establishment of the Consumer Financial Protection Agency H.R. 3269: To amend the Securities Exchange Act of 1934 to provide shareholders with an advisory vote on executive compensation and to prevent perverse incentives in the compensation practices of financial institutions HR. 3310: To reform the financial regulatory system of the United States, and for other purposes H.R. 4173: to provide for financial regulatory reform, to protect consumers and investors, to enhance federal understanding of insurance issues, to regulate the over-the-counter derivatives markets, executive compensation H.R. 6334: to amend the Community Reinvestment Act of 1977 to improve the assessments of regulated financial institutions S 605 A bill to require the Securities and Exchange Commission to reinstate the uptick rule and effectively regulate abusive short selling activities. S. 961 to authorize the regulation of credit default swaps and other swap agreements, and for other purposes S. 1074 to provide shareholders with enhanced authority over the nomination, election, and compensation of public company executives S.1661: A bill to protect older Americans from misleading and fraudulent marketing practices, with the goal of increasing retirement security. S 3217 To promote the financial stability of the United States by improving accountability and transparency in the financial system, to end `too big to fail', to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices - regulatory reform
Data Accountability and Trust Act
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 710 To secure additional Tier I capital for the U.S. banking system from parties other than the federal government by providing authority to the secretary of the treasury to guaranty certain new preferred stock investments made by public pensions acting in a collective fashion, and for other purposes HR 977 To amend the Commodity Exchange Act to bring greater transparency and accountability to commodity markets, and for other purposes. HR 1754 To create a systemic risk monitor for the financial system of the United States, to oversee financial regulatory activities of the federal government, and for other purposes H.R.2221: To protect consumers by requiring reasonable security policies and procedures to protect computerized data containing personal information, and to provide for nationwide notice in the event of a security breach. HR. 3126: Establishment of the Consumer Financial Protection Agency H.R. 3269: To amend the Securities Exchange Act of 1934 to provide shareholders with an advisory vote on executive compensation and to prevent perverse incentives in the compensation practices of financial institutions HR. 3310: To reform the financial regulatory system of the United States, and for other purposes H.R.3817: To provide the Securities and Exchange Commission with additional authorities to protect investors from violations of the securities laws H.R.3996 To improve financial stability H.R. 4173, to provide for financial regulatory reform, to protect consumers and investors, to enhance federal understanding of insurance issues, to regulate the over-the-counter derivatives markets, executive compensation S 272 A bill to amend the Commodity Exchange Act to ensure that all agreements, contracts, and transactions with respect to commodities are carried out on a regulated exchange, and for other purposes. S 344 A bill to require hedge funds to register with the Securities and Exchange Commission, and for other purposes S 356 A bill to amend the Bank Holding Company Act of 1956 and the Revised Statutes of the United States to prohibit financial holding companies and national banks from engaging, directly or indirectly, in real estate brokerage or real estate management activities, and for other purposes. S 605 A bill to require the Securities and Exchange Commission to reinstate the uptick rule and effectively regulate abusive short selling activities. S. 961 to authorize the regulation of credit default swaps and other swap agreements, and for other purposes S. 1006 to require a supermajority shareholder vote to approve excessive compensation of any employee of a publicly-traded company S. 1074 to provide shareholders with enhanced authority over the nomination, election, and compensation of public company executives S. 1276 A bill to require investment advisers to private funds, including hedge funds, private equity funds, venture capital funds, and others to register with the Securities and Exchange Commission, and for other purposes. S.1661: A bill to protect older Americans from misleading and fraudulent marketing practices, with the goal of increasing retirement security. S. 3149 to amend the Internal Revenue Code of 1986 to limit certain executive compensation paid by systemically significant financial institutions S 3217 To promote the financial stability of the United States by improving accountability and transparency in the financial system, to end `too big to fail', to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices - regulatory reform
Data Accountability and Trust Act
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 710 To secure additional Tier I capital for the U.S. banking system from parties other than the federal government by providing authority to the secretary of the treasury to guaranty certain new preferred stock investments made by public pensions acting in a collective fashion, and for other purposes HR 1754 To create a systemic risk monitor for the financial system of the United States, to oversee financial regulatory activities of the federal government, and for other purposes H.R.2221: To protect consumers by requiring reasonable security policies and procedures to protect computerized data containing personal information, and to provide for nationwide notice in the event of a security breach. HR. 3126: Establishment of the Consumer Financial Protection Agency H.R. 3269: To amend the Securities Exchange Act of 1934 to provide shareholders with an advisory vote on executive compensation and to prevent perverse incentives in the compensation practices of financial institutions HR. 3310: To reform the financial regulatory system of the United States, and for other purposes H.R. 4173, to provide for financial regulatory reform, to protect consumers and investors, to enhance federal understanding of insurance issues, to regulate the over-the-counter derivatives markets, executive compensation S 605 A bill to require the Securities and Exchange Commission to reinstate the uptick rule and effectively regulate abusive short selling activities. S. 961 to authorize the regulation of credit default swaps and other swap agreements, and for other purposes S. 1074 to provide shareholders with enhanced authority over the nomination, election, and compensation of public company executives S.1661: A bill to protect older Americans from misleading and fraudulent marketing practices, with the goal of increasing retirement security. S 3217 To promote the financial stability of the United States by improving accountability and transparency in the financial system, to end `too big to fail', to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices - regulatory reform
Data Accountability and Trust Act
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 710 To secure additional Tier I capital for the U.S. banking system from parties other than the federal government by providing authority to the secretary of the treasury to guaranty certain new preferred stock investments made by public pensions acting in a collective fashion, and for other purposes HR 1754 To create a systemic risk monitor for the financial system of the United States, to oversee financial regulatory activities of the federal government, and for other purposes H.R.2221: To protect consumers by requiring reasonable security policies and procedures to protect computerized data containing personal information, and to provide for nationwide notice in the event of a security breach. HR. 3126: Establishment of the Consumer Financial Protection Agency H.R. 3269: To amend the Securities Exchange Act of 1934 to provide shareholders with an advisory vote on executive compensation and to prevent perverse incentives in the compensation practices of financial institutions HR. 3310: To reform the financial regulatory system of the United States, and for other purposes H.R. 4173: to provide for financial regulatory reform, to protect consumers and investors, to enhance federal understanding of insurance issues, to regulate the over-the-counter derivatives markets, executive compensation H.R. 6334: to amend the Community Reinvestment Act of 1977 to improve the assessments of regulated financial institutions S 605 A bill to require the Securities and Exchange Commission to reinstate the uptick rule and effectively regulate abusive short selling activities. S. 961 to authorize the regulation of credit default swaps and other swap agreements, and for other purposes S. 1074 to provide shareholders with enhanced authority over the nomination, election, and compensation of public company executives S.1661: A bill to protect older Americans from misleading and fraudulent marketing practices, with the goal of increasing retirement security. S 3217 To promote the financial stability of the United States by improving accountability and transparency in the financial system, to end `too big to fail', to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices - regulatory reform
Data Accountability and Trust Act
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 710 To secure additional Tier I capital for the U.S. banking system from parties other than the federal government by providing authority to the secretary of the treasury to guaranty certain new preferred stock investments made by public pensions acting in a collective fashion, and for other purposes HR 1754 To create a systemic risk monitor for the financial system of the United States, to oversee financial regulatory activities of the federal government, and for other purposes H.R.2221: To protect consumers by requiring reasonable security policies and procedures to protect computerized data containing personal information, and to provide for nationwide notice in the event of a security breach. HR. 3126: Establishment of the Consumer Financial Protection Agency H.R. 3269: To amend the Securities Exchange Act of 1934 to provide shareholders with an advisory vote on executive compensation and to prevent perverse incentives in the compensation practices of financial institutions HR. 3310: To reform the financial regulatory system of the United States, and for other purposes H.R. 4173: to provide for financial regulatory reform, to protect consumers and investors, to enhance federal understanding of insurance issues, to regulate the over-the-counter derivatives markets, executive compensation H.R. 6334: to amend the Community Reinvestment Act of 1977 to improve the assessments of regulated financial institutions S 605 A bill to require the Securities and Exchange Commission to reinstate the uptick rule and effectively regulate abusive short selling activities. S. 961 to authorize the regulation of credit default swaps and other swap agreements, and for other purposes S. 1074 to provide shareholders with enhanced authority over the nomination, election, and compensation of public company executives S.1661: A bill to protect older Americans from misleading and fraudulent marketing practices, with the goal of increasing retirement security. S 3217 To promote the financial stability of the United States by improving accountability and transparency in the financial system, to end `too big to fail', to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices - regulatory reform
Medical FSA Improvement Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
S 350 An original bill to provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. HR 436 To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, and for other purposes. HR 598 To provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. HR 971 To amend the Internal Revenue Code of 1986 to provide commuter flexible spending arrangements H.R. 1944 to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income H.R. 2526 to amend the Internal Revenue Code of 1986 to increase participation in medical flexible spending arrangements H.R.4154: To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration. HR 4191 Securities Transaction Tax bill would impose a transaction tax of 0.25 percent on stock transactions and 0.02 percent on futures, swaps, and credit default swaps. H.R.4213: To amend the Internal Revenue Code of 1986 to extend certain expiring provisions S.722 A bill to amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. S. 1007 to amend the Internal Revenue Code of 1986 to deny a deduction for excessive compensation of any employee of an employer S. 2883 To amend the Internal Revenue Code of 1986 to provide for the distribution of remaining balances in flexible spending arrangements upon termination from employment. S. 2927, to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes;
Retirement Security Needs Lifetime Pay Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer H.R. 1988 To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 1984 To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. HR 2021 To help rebuild retirement, college, and personal savings. H.R.2748 To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R.2779 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. H.R.2989 To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. HR 3936 Preserve Benefits and Jobs Act of 2009 was introduced to provide relief to pension plan sponsors HR 3962: Defined benefit relief HR 4126 Retirement Fairness Act - the bill would amend the IRS Code to modify the nondiscrimination rules in qualified retirement plans H.R.4146: To amend title I of the Employee Retirement Income Security Act of 1974 to provide for disclosure regarding compensation for services to pension plans. HR 5297: Roth Conversion, roth contribution, and partial annuitization. HR 6099/S.3760: To amend the Internal Revenue Code of 1986 to expand personal saving and retirement savings coverage by enabling employees not covered by qualifying retirement plans to save for retirement through automatic IRA arrangements, and for other purposes. S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes. S.1297: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 2832: Lifetime Income Disclosure Act would require plan sponsors of defined contribution plans to inform plan participants of the projected monthly income they could expect at retirement based on their current account balance. S. Amend 3451 to HR 4213 - Defined Benefit Relief S 3793:Technical Corrections applicable to defined benenfit funding relief per HR 3962.
Retirement Security Needs Lifetime Pay Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer H.R. 1988 To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 1984 To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. HR 2021 To help rebuild retirement, college, and personal savings. H.R.2748 To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R.2779 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. H.R.2989 To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. HR 3936 Preserve Benefits and Jobs Act of 2009 was introduced to provide relief to pension plan sponsors HR 3962: Defined benefit relief H.R. 4915 an admendment would make technical corrections to the pension funding relief provisions of the Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act HR 4126 Retirement Fairness Act - the bill would amend the IRS Code to modify the nondiscrimination rules in qualified retirement plans H.R.4146: To amend title I of the Employee Retirement Income Security Act of 1974 to provide for disclosure regarding compensation for services to pension plans. HR 5297: Roth Conversion, roth contribution, and partial annuitization. HR 6099/S.3760: To amend the Internal Revenue Code of 1986 to expand personal saving and retirement savings coverage by enabling employees not covered by qualifying retirement plans to save for retirement through automatic IRA arrangements, and for other purposes. S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes. S.1297: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 2832: Lifetime Income Disclosure Act would require plan sponsors of defined contribution plans to inform plan participants of the projected monthly income they could expect at retirement based on their current account balance. S. Amend 3451 to HR 4213 - Defined Benefit Relief S 3793:Technical Corrections applicable to defined benenfit funding relief per HR 3962.
Retirement Security Needs Lifetime Pay Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer H.R. 1988 To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 1984 To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. HR 2021 To help rebuild retirement, college, and personal savings. H.R.2748 To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R.2779 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. H.R.2989 To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. HR 3936 Preserve Benefits and Jobs Act of 2009 was introduced to provide relief to pension plan sponsors HR 3962: Defined benefit relief HR 4126 Retirement Fairness Act - the bill would amend the IRS Code to modify the nondiscrimination rules in qualified retirement plans H.R.4146: To amend title I of the Employee Retirement Income Security Act of 1974 to provide for disclosure regarding compensation for services to pension plans. HR 5297: Roth Conversion, roth contribution, and partial annuitization. HR 6099/S.3760: To amend the Internal Revenue Code of 1986 to expand personal saving and retirement savings coverage by enabling employees not covered by qualifying retirement plans to save for retirement through automatic IRA arrangements, and for other purposes. S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes. S.1297: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 2832: Lifetime Income Disclosure Act would require plan sponsors of defined contribution plans to inform plan participants of the projected monthly income they could expect at retirement based on their current account balance. S. Amend 3451 to HR 4213 - Defined Benefit Relief S 3793:Technical Corrections applicable to defined benenfit funding relief per HR 3962.
Retirement Security Needs Lifetime Pay Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer H.R. 1988 To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 1984 To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. HR 2021 To help rebuild retirement, college, and personal savings. H.R.2748 To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R.2779 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. H.R.2989 To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. HR 3936 Preserve Benefits and Jobs Act of 2009 was introduced to provide relief to pension plan sponsors HR 3962: Defined benefit relief H.R. 4915 an admendment would make technical corrections to the pension funding relief provisions of the Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act HR 4126 Retirement Fairness Act - the bill would amend the IRS Code to modify the nondiscrimination rules in qualified retirement plans H.R.4146: To amend title I of the Employee Retirement Income Security Act of 1974 to provide for disclosure regarding compensation for services to pension plans. HR 5297: Roth Conversion, roth contribution, and partial annuitization. HR 6099/S.3760: To amend the Internal Revenue Code of 1986 to expand personal saving and retirement savings coverage by enabling employees not covered by qualifying retirement plans to save for retirement through automatic IRA arrangements, and for other purposes. S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes. S.1297: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 2832: Lifetime Income Disclosure Act would require plan sponsors of defined contribution plans to inform plan participants of the projected monthly income they could expect at retirement based on their current account balance. S. Amend 3451 to HR 4213 - Defined Benefit Relief S 3793:Technical Corrections applicable to defined benenfit funding relief per HR 3962.
Retirement Security Needs Lifetime Pay Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer H.R. 1988 To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 1984 To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. HR 2021 To help rebuild retirement, college, and personal savings. H.R.2748 To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R.2779 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. H.R.2989 To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. HR 3936 Preserve Benefits and Jobs Act of 2009 was introduced to provide relief to pension plan sponsors HR 4126 Retirement Fairness Act - the bill would amend the IRS Code to modify the nondiscrimination rules in qualified retirement plans H.R.4146: To amend title I of the Employee Retirement Income Security Act of 1974 to provide for disclosure regarding compensation for services to pension plans. S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes. S.1297: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 2832: Lifetime Income Disclosure Act would require plan sponsors of defined contribution plans to inform plan participants of the projected monthly income they could expect at retirement based on their current account balance. S. Amend 3451 to HR 4213 - Defined Benefit Relief
Retirement Security Needs Lifetime Pay Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer H.R. 1988 To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 1984 To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. HR 2021 To help rebuild retirement, college, and personal savings. H.R.2748 To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R.2779 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. H.R.2989 To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. HR 3936 Preserve Benefits and Jobs Act of 2009 was introduced to provide relief to pension plan sponsors HR 3962: Defined benefit relief HR 4126 Retirement Fairness Act - the bill would amend the IRS Code to modify the nondiscrimination rules in qualified retirement plans H.R.4146: To amend title I of the Employee Retirement Income Security Act of 1974 to provide for disclosure regarding compensation for services to pension plans. HR 5297: Roth Conversion S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes. S.1297: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 2832: Lifetime Income Disclosure Act would require plan sponsors of defined contribution plans to inform plan participants of the projected monthly income they could expect at retirement based on their current account balance. S. Amend 3451 to HR 4213 - Defined Benefit Relief
Defined Contribution Plan Fee Transparency Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer H.R. 1988 To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 1984 To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. HR 2021 To help rebuild retirement, college, and personal savings. H.R.2748 To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R.2779 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. H.R.2989 To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. HR 3936 Preserve Benefits and Jobs Act of 2009 was introduced to provide relief to pension plan sponsors HR 3962: Defined benefit relief HR 4126 Retirement Fairness Act - the bill would amend the IRS Code to modify the nondiscrimination rules in qualified retirement plans H.R.4146: To amend title I of the Employee Retirement Income Security Act of 1974 to provide for disclosure regarding compensation for services to pension plans. HR 5297: Roth Conversion, roth contribution, and partial annuitization. HR 6099/S.3760: To amend the Internal Revenue Code of 1986 to expand personal saving and retirement savings coverage by enabling employees not covered by qualifying retirement plans to save for retirement through automatic IRA arrangements, and for other purposes. S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes. S.1297: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 2832: Lifetime Income Disclosure Act would require plan sponsors of defined contribution plans to inform plan participants of the projected monthly income they could expect at retirement based on their current account balance. S. Amend 3451 to HR 4213 - Defined Benefit Relief S 3793:Technical Corrections applicable to defined benenfit funding relief per HR 3962.
Defined Contribution Plan Fee Transparency Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer H.R. 1988 To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 1984 To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. HR 2021 To help rebuild retirement, college, and personal savings. H.R.2748 To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R.2779 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. H.R.2989 To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. HR 3936 Preserve Benefits and Jobs Act of 2009 was introduced to provide relief to pension plan sponsors HR 4126 Retirement Fairness Act - the bill would amend the IRS Code to modify the nondiscrimination rules in qualified retirement plans H.R.4146: To amend title I of the Employee Retirement Income Security Act of 1974 to provide for disclosure regarding compensation for services to pension plans. S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes. S.1297: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 2832: Lifetime Income Disclosure Act would require plan sponsors of defined contribution plans to inform plan participants of the projected monthly income they could expect at retirement based on their current account balance. S. Amend 3451 to HR 4213 - Defined Benefit Relief
Defined Contribution Plan Fee Transparency Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer H.R. 1988 To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 1984 To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. HR 2021 To help rebuild retirement, college, and personal savings. H.R.2748 To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R.2779 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. H.R.2989 To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. HR 3936 Preserve Benefits and Jobs Act of 2009 was introduced to provide relief to pension plan sponsors HR 3962: Defined benefit relief HR 4126 Retirement Fairness Act - the bill would amend the IRS Code to modify the nondiscrimination rules in qualified retirement plans H.R.4146: To amend title I of the Employee Retirement Income Security Act of 1974 to provide for disclosure regarding compensation for services to pension plans. HR 5297: Roth Conversion S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes. S.1297: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 2832: Lifetime Income Disclosure Act would require plan sponsors of defined contribution plans to inform plan participants of the projected monthly income they could expect at retirement based on their current account balance. S. Amend 3451 to HR 4213 - Defined Benefit Relief
Defined Contribution Plan Fee Transparency Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer H.R. 1988 To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 1984 To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. HR 2021 To help rebuild retirement, college, and personal savings. H.R.2748 To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R.2779 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. H.R.2989 To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. HR 3936 Preserve Benefits and Jobs Act of 2009 was introduced to provide relief to pension plan sponsors HR 3962: Defined benefit relief H.R. 4915 an admendment would make technical corrections to the pension funding relief provisions of the Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act HR 4126 Retirement Fairness Act - the bill would amend the IRS Code to modify the nondiscrimination rules in qualified retirement plans H.R.4146: To amend title I of the Employee Retirement Income Security Act of 1974 to provide for disclosure regarding compensation for services to pension plans. HR 5297: Roth Conversion, roth contribution, and partial annuitization. HR 6099/S.3760: To amend the Internal Revenue Code of 1986 to expand personal saving and retirement savings coverage by enabling employees not covered by qualifying retirement plans to save for retirement through automatic IRA arrangements, and for other purposes. S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes. S.1297: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 2832: Lifetime Income Disclosure Act would require plan sponsors of defined contribution plans to inform plan participants of the projected monthly income they could expect at retirement based on their current account balance. S. Amend 3451 to HR 4213 - Defined Benefit Relief S 3793:Technical Corrections applicable to defined benenfit funding relief per HR 3962.
Defined Contribution Plan Fee Transparency Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer H.R. 1988 To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 1984 To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. HR 2021 To help rebuild retirement, college, and personal savings. H.R.2748 To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R.2779 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. H.R.2989 To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. HR 3936 Preserve Benefits and Jobs Act of 2009 was introduced to provide relief to pension plan sponsors HR 3962: Defined benefit relief H.R. 4915 an admendment would make technical corrections to the pension funding relief provisions of the Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act HR 4126 Retirement Fairness Act - the bill would amend the IRS Code to modify the nondiscrimination rules in qualified retirement plans H.R.4146: To amend title I of the Employee Retirement Income Security Act of 1974 to provide for disclosure regarding compensation for services to pension plans. HR 5297: Roth Conversion, roth contribution, and partial annuitization. HR 6099/S.3760: To amend the Internal Revenue Code of 1986 to expand personal saving and retirement savings coverage by enabling employees not covered by qualifying retirement plans to save for retirement through automatic IRA arrangements, and for other purposes. S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes. S.1297: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 2832: Lifetime Income Disclosure Act would require plan sponsors of defined contribution plans to inform plan participants of the projected monthly income they could expect at retirement based on their current account balance. S. Amend 3451 to HR 4213 - Defined Benefit Relief S 3793:Technical Corrections applicable to defined benenfit funding relief per HR 3962.
Defined Contribution Plan Fee Transparency Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer H.R. 1988 To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 1984 To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. HR 2021 To help rebuild retirement, college, and personal savings. H.R.2748 To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R.2779 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. H.R.2989 To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. HR 3936 Preserve Benefits and Jobs Act of 2009 was introduced to provide relief to pension plan sponsors HR 3962: Defined benefit relief HR 4126 Retirement Fairness Act - the bill would amend the IRS Code to modify the nondiscrimination rules in qualified retirement plans H.R.4146: To amend title I of the Employee Retirement Income Security Act of 1974 to provide for disclosure regarding compensation for services to pension plans. HR 5297: Roth Conversion, roth contribution, and partial annuitization. HR 6099/S.3760: To amend the Internal Revenue Code of 1986 to expand personal saving and retirement savings coverage by enabling employees not covered by qualifying retirement plans to save for retirement through automatic IRA arrangements, and for other purposes. S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes. S.1297: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 2832: Lifetime Income Disclosure Act would require plan sponsors of defined contribution plans to inform plan participants of the projected monthly income they could expect at retirement based on their current account balance. S. Amend 3451 to HR 4213 - Defined Benefit Relief S 3793:Technical Corrections applicable to defined benenfit funding relief per HR 3962.
401(k) Fair Disclosure and Pension Security Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer H.R. 1988 To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 1984 To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. HR 2021 To help rebuild retirement, college, and personal savings. H.R.2748 To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R.2779 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. H.R.2989 To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. HR 3936 Preserve Benefits and Jobs Act of 2009 was introduced to provide relief to pension plan sponsors HR 3962: Defined benefit relief H.R. 4915 an admendment would make technical corrections to the pension funding relief provisions of the Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act HR 4126 Retirement Fairness Act - the bill would amend the IRS Code to modify the nondiscrimination rules in qualified retirement plans H.R.4146: To amend title I of the Employee Retirement Income Security Act of 1974 to provide for disclosure regarding compensation for services to pension plans. HR 5297: Roth Conversion, roth contribution, and partial annuitization. HR 6099/S.3760: To amend the Internal Revenue Code of 1986 to expand personal saving and retirement savings coverage by enabling employees not covered by qualifying retirement plans to save for retirement through automatic IRA arrangements, and for other purposes. S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes. S.1297: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 2832: Lifetime Income Disclosure Act would require plan sponsors of defined contribution plans to inform plan participants of the projected monthly income they could expect at retirement based on their current account balance. S. Amend 3451 to HR 4213 - Defined Benefit Relief S 3793:Technical Corrections applicable to defined benenfit funding relief per HR 3962.
401(k) Fair Disclosure and Pension Security Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer H.R. 1988 To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 1984 To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. HR 2021 To help rebuild retirement, college, and personal savings. H.R.2748 To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R.2779 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. H.R.2989 To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. HR 3936 Preserve Benefits and Jobs Act of 2009 was introduced to provide relief to pension plan sponsors HR 3962: Defined benefit relief HR 4126 Retirement Fairness Act - the bill would amend the IRS Code to modify the nondiscrimination rules in qualified retirement plans H.R.4146: To amend title I of the Employee Retirement Income Security Act of 1974 to provide for disclosure regarding compensation for services to pension plans. HR 5297: Roth Conversion, roth contribution, and partial annuitization. HR 6099/S.3760: To amend the Internal Revenue Code of 1986 to expand personal saving and retirement savings coverage by enabling employees not covered by qualifying retirement plans to save for retirement through automatic IRA arrangements, and for other purposes. S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes. S.1297: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 2832: Lifetime Income Disclosure Act would require plan sponsors of defined contribution plans to inform plan participants of the projected monthly income they could expect at retirement based on their current account balance. S. Amend 3451 to HR 4213 - Defined Benefit Relief S 3793:Technical Corrections applicable to defined benenfit funding relief per HR 3962.
401(k) Fair Disclosure and Pension Security Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer H.R. 1988 To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 1984 To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. HR 2021 To help rebuild retirement, college, and personal savings. H.R.2748 To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R.2779 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. H.R.2989 To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. HR 3936 Preserve Benefits and Jobs Act of 2009 was introduced to provide relief to pension plan sponsors HR 4126 Retirement Fairness Act - the bill would amend the IRS Code to modify the nondiscrimination rules in qualified retirement plans H.R.4146: To amend title I of the Employee Retirement Income Security Act of 1974 to provide for disclosure regarding compensation for services to pension plans. S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes. S.1297: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 2832: Lifetime Income Disclosure Act would require plan sponsors of defined contribution plans to inform plan participants of the projected monthly income they could expect at retirement based on their current account balance. S. Amend 3451 to HR 4213 - Defined Benefit Relief
401(k) Fair Disclosure and Pension Security Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer H.R. 1988 To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 1984 To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. HR 2021 To help rebuild retirement, college, and personal savings. H.R.2748 To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R.2779 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. H.R.2989 To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. HR 3936 Preserve Benefits and Jobs Act of 2009 was introduced to provide relief to pension plan sponsors HR 3962: Defined benefit relief HR 4126 Retirement Fairness Act - the bill would amend the IRS Code to modify the nondiscrimination rules in qualified retirement plans H.R.4146: To amend title I of the Employee Retirement Income Security Act of 1974 to provide for disclosure regarding compensation for services to pension plans. HR 5297: Roth Conversion, roth contribution, and partial annuitization. HR 6099/S.3760: To amend the Internal Revenue Code of 1986 to expand personal saving and retirement savings coverage by enabling employees not covered by qualifying retirement plans to save for retirement through automatic IRA arrangements, and for other purposes. S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes. S.1297: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 2832: Lifetime Income Disclosure Act would require plan sponsors of defined contribution plans to inform plan participants of the projected monthly income they could expect at retirement based on their current account balance. S. Amend 3451 to HR 4213 - Defined Benefit Relief S 3793:Technical Corrections applicable to defined benenfit funding relief per HR 3962.
401(k) Fair Disclosure and Pension Security Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer H.R. 1988 To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 1984 To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. HR 2021 To help rebuild retirement, college, and personal savings. H.R.2748 To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R.2779 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. H.R.2989 To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. HR 3936 Preserve Benefits and Jobs Act of 2009 was introduced to provide relief to pension plan sponsors HR 3962: Defined benefit relief HR 4126 Retirement Fairness Act - the bill would amend the IRS Code to modify the nondiscrimination rules in qualified retirement plans H.R.4146: To amend title I of the Employee Retirement Income Security Act of 1974 to provide for disclosure regarding compensation for services to pension plans. HR 5297: Roth Conversion S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes. S.1297: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 2832: Lifetime Income Disclosure Act would require plan sponsors of defined contribution plans to inform plan participants of the projected monthly income they could expect at retirement based on their current account balance. S. Amend 3451 to HR 4213 - Defined Benefit Relief
401(k) Fair Disclosure and Pension Security Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer H.R. 1988 To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 1984 To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. HR 2021 To help rebuild retirement, college, and personal savings. H.R.2748 To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R.2779 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. H.R.2989 To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. HR 3936 Preserve Benefits and Jobs Act of 2009 was introduced to provide relief to pension plan sponsors HR 3962: Defined benefit relief H.R. 4915 an admendment would make technical corrections to the pension funding relief provisions of the Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act HR 4126 Retirement Fairness Act - the bill would amend the IRS Code to modify the nondiscrimination rules in qualified retirement plans H.R.4146: To amend title I of the Employee Retirement Income Security Act of 1974 to provide for disclosure regarding compensation for services to pension plans. HR 5297: Roth Conversion, roth contribution, and partial annuitization. HR 6099/S.3760: To amend the Internal Revenue Code of 1986 to expand personal saving and retirement savings coverage by enabling employees not covered by qualifying retirement plans to save for retirement through automatic IRA arrangements, and for other purposes. S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes. S.1297: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 2832: Lifetime Income Disclosure Act would require plan sponsors of defined contribution plans to inform plan participants of the projected monthly income they could expect at retirement based on their current account balance. S. Amend 3451 to HR 4213 - Defined Benefit Relief S 3793:Technical Corrections applicable to defined benenfit funding relief per HR 3962.
Consumer Financial Protection Agency Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 710 To secure additional Tier I capital for the U.S. banking system from parties other than the federal government by providing authority to the secretary of the treasury to guaranty certain new preferred stock investments made by public pensions acting in a collective fashion, and for other purposes HR 1754 To create a systemic risk monitor for the financial system of the United States, to oversee financial regulatory activities of the federal government, and for other purposes H.R.2221: To protect consumers by requiring reasonable security policies and procedures to protect computerized data containing personal information, and to provide for nationwide notice in the event of a security breach. HR. 3126: Establishment of the Consumer Financial Protection Agency H.R. 3269: To amend the Securities Exchange Act of 1934 to provide shareholders with an advisory vote on executive compensation and to prevent perverse incentives in the compensation practices of financial institutions HR. 3310: To reform the financial regulatory system of the United States, and for other purposes H.R. 4173, to provide for financial regulatory reform, to protect consumers and investors, to enhance federal understanding of insurance issues, to regulate the over-the-counter derivatives markets, executive compensation S 605 A bill to require the Securities and Exchange Commission to reinstate the uptick rule and effectively regulate abusive short selling activities. S. 961 to authorize the regulation of credit default swaps and other swap agreements, and for other purposes S. 1074 to provide shareholders with enhanced authority over the nomination, election, and compensation of public company executives S.1661: A bill to protect older Americans from misleading and fraudulent marketing practices, with the goal of increasing retirement security. S 3217 To promote the financial stability of the United States by improving accountability and transparency in the financial system, to end `too big to fail', to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices - regulatory reform
Consumer Financial Protection Agency Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 710 To secure additional Tier I capital for the U.S. banking system from parties other than the federal government by providing authority to the secretary of the treasury to guaranty certain new preferred stock investments made by public pensions acting in a collective fashion, and for other purposes HR 1754 To create a systemic risk monitor for the financial system of the United States, to oversee financial regulatory activities of the federal government, and for other purposes H.R.2221: To protect consumers by requiring reasonable security policies and procedures to protect computerized data containing personal information, and to provide for nationwide notice in the event of a security breach. HR. 3126: Establishment of the Consumer Financial Protection Agency H.R. 3269: To amend the Securities Exchange Act of 1934 to provide shareholders with an advisory vote on executive compensation and to prevent perverse incentives in the compensation practices of financial institutions HR. 3310: To reform the financial regulatory system of the United States, and for other purposes H.R. 4173: to provide for financial regulatory reform, to protect consumers and investors, to enhance federal understanding of insurance issues, to regulate the over-the-counter derivatives markets, executive compensation H.R. 6334: to amend the Community Reinvestment Act of 1977 to improve the assessments of regulated financial institutions S 605 A bill to require the Securities and Exchange Commission to reinstate the uptick rule and effectively regulate abusive short selling activities. S. 961 to authorize the regulation of credit default swaps and other swap agreements, and for other purposes S. 1074 to provide shareholders with enhanced authority over the nomination, election, and compensation of public company executives S.1661: A bill to protect older Americans from misleading and fraudulent marketing practices, with the goal of increasing retirement security. S 3217 To promote the financial stability of the United States by improving accountability and transparency in the financial system, to end `too big to fail', to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices - regulatory reform
Consumer Financial Protection Agency Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 710 To secure additional Tier I capital for the U.S. banking system from parties other than the federal government by providing authority to the secretary of the treasury to guaranty certain new preferred stock investments made by public pensions acting in a collective fashion, and for other purposes HR 1754 To create a systemic risk monitor for the financial system of the United States, to oversee financial regulatory activities of the federal government, and for other purposes H.R.2221: To protect consumers by requiring reasonable security policies and procedures to protect computerized data containing personal information, and to provide for nationwide notice in the event of a security breach. HR. 3126: Establishment of the Consumer Financial Protection Agency H.R. 3269: To amend the Securities Exchange Act of 1934 to provide shareholders with an advisory vote on executive compensation and to prevent perverse incentives in the compensation practices of financial institutions HR. 3310: To reform the financial regulatory system of the United States, and for other purposes H.R. 4173: to provide for financial regulatory reform, to protect consumers and investors, to enhance federal understanding of insurance issues, to regulate the over-the-counter derivatives markets, executive compensation H.R. 6334: to amend the Community Reinvestment Act of 1977 to improve the assessments of regulated financial institutions S 605 A bill to require the Securities and Exchange Commission to reinstate the uptick rule and effectively regulate abusive short selling activities. S. 961 to authorize the regulation of credit default swaps and other swap agreements, and for other purposes S. 1074 to provide shareholders with enhanced authority over the nomination, election, and compensation of public company executives S.1661: A bill to protect older Americans from misleading and fraudulent marketing practices, with the goal of increasing retirement security. S 3217 To promote the financial stability of the United States by improving accountability and transparency in the financial system, to end `too big to fail', to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices - regulatory reform
Consumer Financial Protection Agency Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 710 To secure additional Tier I capital for the U.S. banking system from parties other than the federal government by providing authority to the secretary of the treasury to guaranty certain new preferred stock investments made by public pensions acting in a collective fashion, and for other purposes HR 1754 To create a systemic risk monitor for the financial system of the United States, to oversee financial regulatory activities of the federal government, and for other purposes H.R.2221: To protect consumers by requiring reasonable security policies and procedures to protect computerized data containing personal information, and to provide for nationwide notice in the event of a security breach. HR. 3126: Establishment of the Consumer Financial Protection Agency H.R. 3269: To amend the Securities Exchange Act of 1934 to provide shareholders with an advisory vote on executive compensation and to prevent perverse incentives in the compensation practices of financial institutions HR. 3310: To reform the financial regulatory system of the United States, and for other purposes H.R. 4173: to provide for financial regulatory reform, to protect consumers and investors, to enhance federal understanding of insurance issues, to regulate the over-the-counter derivatives markets, executive compensation H.R. 6334: to amend the Community Reinvestment Act of 1977 to improve the assessments of regulated financial institutions S 605 A bill to require the Securities and Exchange Commission to reinstate the uptick rule and effectively regulate abusive short selling activities. S. 961 to authorize the regulation of credit default swaps and other swap agreements, and for other purposes S. 1074 to provide shareholders with enhanced authority over the nomination, election, and compensation of public company executives S.1661: A bill to protect older Americans from misleading and fraudulent marketing practices, with the goal of increasing retirement security. S 3217 To promote the financial stability of the United States by improving accountability and transparency in the financial system, to end `too big to fail', to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices - regulatory reform
Consumer Financial Protection Agency Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 710 To secure additional Tier I capital for the U.S. banking system from parties other than the federal government by providing authority to the secretary of the treasury to guaranty certain new preferred stock investments made by public pensions acting in a collective fashion, and for other purposes HR 977 To amend the Commodity Exchange Act to bring greater transparency and accountability to commodity markets, and for other purposes. HR 1754 To create a systemic risk monitor for the financial system of the United States, to oversee financial regulatory activities of the federal government, and for other purposes H.R.2221: To protect consumers by requiring reasonable security policies and procedures to protect computerized data containing personal information, and to provide for nationwide notice in the event of a security breach. HR. 3126: Establishment of the Consumer Financial Protection Agency H.R. 3269: To amend the Securities Exchange Act of 1934 to provide shareholders with an advisory vote on executive compensation and to prevent perverse incentives in the compensation practices of financial institutions HR. 3310: To reform the financial regulatory system of the United States, and for other purposes H.R.3817: To provide the Securities and Exchange Commission with additional authorities to protect investors from violations of the securities laws H.R.3996 To improve financial stability H.R. 4173, to provide for financial regulatory reform, to protect consumers and investors, to enhance federal understanding of insurance issues, to regulate the over-the-counter derivatives markets, executive compensation S 272 A bill to amend the Commodity Exchange Act to ensure that all agreements, contracts, and transactions with respect to commodities are carried out on a regulated exchange, and for other purposes. S 344 A bill to require hedge funds to register with the Securities and Exchange Commission, and for other purposes S 356 A bill to amend the Bank Holding Company Act of 1956 and the Revised Statutes of the United States to prohibit financial holding companies and national banks from engaging, directly or indirectly, in real estate brokerage or real estate management activities, and for other purposes. S 605 A bill to require the Securities and Exchange Commission to reinstate the uptick rule and effectively regulate abusive short selling activities. S. 961 to authorize the regulation of credit default swaps and other swap agreements, and for other purposes S. 1006 to require a supermajority shareholder vote to approve excessive compensation of any employee of a publicly-traded company S. 1074 to provide shareholders with enhanced authority over the nomination, election, and compensation of public company executives S. 1276 A bill to require investment advisers to private funds, including hedge funds, private equity funds, venture capital funds, and others to register with the Securities and Exchange Commission, and for other purposes. S.1661: A bill to protect older Americans from misleading and fraudulent marketing practices, with the goal of increasing retirement security. S. 3149 to amend the Internal Revenue Code of 1986 to limit certain executive compensation paid by systemically significant financial institutions S 3217 To promote the financial stability of the United States by improving accountability and transparency in the financial system, to end `too big to fail', to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices - regulatory reform
Consumer Financial Protection Agency Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 710 To secure additional Tier I capital for the U.S. banking system from parties other than the federal government by providing authority to the secretary of the treasury to guaranty certain new preferred stock investments made by public pensions acting in a collective fashion, and for other purposes HR 1754 To create a systemic risk monitor for the financial system of the United States, to oversee financial regulatory activities of the federal government, and for other purposes H.R.2221: To protect consumers by requiring reasonable security policies and procedures to protect computerized data containing personal information, and to provide for nationwide notice in the event of a security breach. HR. 3126: Establishment of the Consumer Financial Protection Agency H.R. 3269: To amend the Securities Exchange Act of 1934 to provide shareholders with an advisory vote on executive compensation and to prevent perverse incentives in the compensation practices of financial institutions HR. 3310: To reform the financial regulatory system of the United States, and for other purposes H.R.3817: To provide the Securities and Exchange Commission with additional authorities to protect investors from violations of the securities laws H.R. 4173, to provide for financial regulatory reform, to protect consumers and investors, to enhance federal understanding of insurance issues, to regulate the over-the-counter derivatives markets, executive compensation S 344 A bill to require hedge funds to register with the Securities and Exchange Commission, and for other purposes S 605 A bill to require the Securities and Exchange Commission to reinstate the uptick rule and effectively regulate abusive short selling activities. S. 961 to authorize the regulation of credit default swaps and other swap agreements, and for other purposes S. 1006 to require a supermajority shareholder vote to approve excessive compensation of any employee of a publicly-traded company S. 1074 to provide shareholders with enhanced authority over the nomination, election, and compensation of public company executives S. 1276 A bill to require investment advisers to private funds, including hedge funds, private equity funds, venture capital funds, and others to register with the Securities and Exchange Commission, and for other purposes. S.1661: A bill to protect older Americans from misleading and fraudulent marketing practices, with the goal of increasing retirement security. S. 3149 to amend the Internal Revenue Code of 1986 to limit certain executive compensation paid by systemically significant financial institutions S 3217 To promote the financial stability of the United States by improving accountability and transparency in the financial system, to end `too big to fail', to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices - regulatory reform
Consumer Protection and Regulatory Enhancement Act
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 710 To secure additional Tier I capital for the U.S. banking system from parties other than the federal government by providing authority to the secretary of the treasury to guaranty certain new preferred stock investments made by public pensions acting in a collective fashion, and for other purposes HR 1754 To create a systemic risk monitor for the financial system of the United States, to oversee financial regulatory activities of the federal government, and for other purposes H.R.2221: To protect consumers by requiring reasonable security policies and procedures to protect computerized data containing personal information, and to provide for nationwide notice in the event of a security breach. HR. 3126: Establishment of the Consumer Financial Protection Agency H.R. 3269: To amend the Securities Exchange Act of 1934 to provide shareholders with an advisory vote on executive compensation and to prevent perverse incentives in the compensation practices of financial institutions HR. 3310: To reform the financial regulatory system of the United States, and for other purposes H.R. 4173: to provide for financial regulatory reform, to protect consumers and investors, to enhance federal understanding of insurance issues, to regulate the over-the-counter derivatives markets, executive compensation H.R. 6334: to amend the Community Reinvestment Act of 1977 to improve the assessments of regulated financial institutions S 605 A bill to require the Securities and Exchange Commission to reinstate the uptick rule and effectively regulate abusive short selling activities. S. 961 to authorize the regulation of credit default swaps and other swap agreements, and for other purposes S. 1074 to provide shareholders with enhanced authority over the nomination, election, and compensation of public company executives S.1661: A bill to protect older Americans from misleading and fraudulent marketing practices, with the goal of increasing retirement security. S 3217 To promote the financial stability of the United States by improving accountability and transparency in the financial system, to end `too big to fail', to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices - regulatory reform
Consumer Protection and Regulatory Enhancement Act
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 710 To secure additional Tier I capital for the U.S. banking system from parties other than the federal government by providing authority to the secretary of the treasury to guaranty certain new preferred stock investments made by public pensions acting in a collective fashion, and for other purposes HR 1754 To create a systemic risk monitor for the financial system of the United States, to oversee financial regulatory activities of the federal government, and for other purposes H.R.2221: To protect consumers by requiring reasonable security policies and procedures to protect computerized data containing personal information, and to provide for nationwide notice in the event of a security breach. HR. 3126: Establishment of the Consumer Financial Protection Agency H.R. 3269: To amend the Securities Exchange Act of 1934 to provide shareholders with an advisory vote on executive compensation and to prevent perverse incentives in the compensation practices of financial institutions HR. 3310: To reform the financial regulatory system of the United States, and for other purposes H.R. 4173, to provide for financial regulatory reform, to protect consumers and investors, to enhance federal understanding of insurance issues, to regulate the over-the-counter derivatives markets, executive compensation S 605 A bill to require the Securities and Exchange Commission to reinstate the uptick rule and effectively regulate abusive short selling activities. S. 961 to authorize the regulation of credit default swaps and other swap agreements, and for other purposes S. 1074 to provide shareholders with enhanced authority over the nomination, election, and compensation of public company executives S.1661: A bill to protect older Americans from misleading and fraudulent marketing practices, with the goal of increasing retirement security. S 3217 To promote the financial stability of the United States by improving accountability and transparency in the financial system, to end `too big to fail', to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices - regulatory reform
Consumer Protection and Regulatory Enhancement Act
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 710 To secure additional Tier I capital for the U.S. banking system from parties other than the federal government by providing authority to the secretary of the treasury to guaranty certain new preferred stock investments made by public pensions acting in a collective fashion, and for other purposes HR 1754 To create a systemic risk monitor for the financial system of the United States, to oversee financial regulatory activities of the federal government, and for other purposes H.R.2221: To protect consumers by requiring reasonable security policies and procedures to protect computerized data containing personal information, and to provide for nationwide notice in the event of a security breach. HR. 3126: Establishment of the Consumer Financial Protection Agency H.R. 3269: To amend the Securities Exchange Act of 1934 to provide shareholders with an advisory vote on executive compensation and to prevent perverse incentives in the compensation practices of financial institutions HR. 3310: To reform the financial regulatory system of the United States, and for other purposes H.R. 4173: to provide for financial regulatory reform, to protect consumers and investors, to enhance federal understanding of insurance issues, to regulate the over-the-counter derivatives markets, executive compensation H.R. 6334: to amend the Community Reinvestment Act of 1977 to improve the assessments of regulated financial institutions S 605 A bill to require the Securities and Exchange Commission to reinstate the uptick rule and effectively regulate abusive short selling activities. S. 961 to authorize the regulation of credit default swaps and other swap agreements, and for other purposes S. 1074 to provide shareholders with enhanced authority over the nomination, election, and compensation of public company executives S.1661: A bill to protect older Americans from misleading and fraudulent marketing practices, with the goal of increasing retirement security. S 3217 To promote the financial stability of the United States by improving accountability and transparency in the financial system, to end `too big to fail', to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices - regulatory reform
Consumer Protection and Regulatory Enhancement Act
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 710 To secure additional Tier I capital for the U.S. banking system from parties other than the federal government by providing authority to the secretary of the treasury to guaranty certain new preferred stock investments made by public pensions acting in a collective fashion, and for other purposes HR 1754 To create a systemic risk monitor for the financial system of the United States, to oversee financial regulatory activities of the federal government, and for other purposes H.R.2221: To protect consumers by requiring reasonable security policies and procedures to protect computerized data containing personal information, and to provide for nationwide notice in the event of a security breach. HR. 3126: Establishment of the Consumer Financial Protection Agency H.R. 3269: To amend the Securities Exchange Act of 1934 to provide shareholders with an advisory vote on executive compensation and to prevent perverse incentives in the compensation practices of financial institutions HR. 3310: To reform the financial regulatory system of the United States, and for other purposes H.R. 4173: to provide for financial regulatory reform, to protect consumers and investors, to enhance federal understanding of insurance issues, to regulate the over-the-counter derivatives markets, executive compensation H.R. 6334: to amend the Community Reinvestment Act of 1977 to improve the assessments of regulated financial institutions S 605 A bill to require the Securities and Exchange Commission to reinstate the uptick rule and effectively regulate abusive short selling activities. S. 961 to authorize the regulation of credit default swaps and other swap agreements, and for other purposes S. 1074 to provide shareholders with enhanced authority over the nomination, election, and compensation of public company executives S.1661: A bill to protect older Americans from misleading and fraudulent marketing practices, with the goal of increasing retirement security. S 3217 To promote the financial stability of the United States by improving accountability and transparency in the financial system, to end `too big to fail', to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices - regulatory reform
Consumer Protection and Regulatory Enhancement Act
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 710 To secure additional Tier I capital for the U.S. banking system from parties other than the federal government by providing authority to the secretary of the treasury to guaranty certain new preferred stock investments made by public pensions acting in a collective fashion, and for other purposes HR 977 To amend the Commodity Exchange Act to bring greater transparency and accountability to commodity markets, and for other purposes. HR 1754 To create a systemic risk monitor for the financial system of the United States, to oversee financial regulatory activities of the federal government, and for other purposes H.R.2221: To protect consumers by requiring reasonable security policies and procedures to protect computerized data containing personal information, and to provide for nationwide notice in the event of a security breach. HR. 3126: Establishment of the Consumer Financial Protection Agency H.R. 3269: To amend the Securities Exchange Act of 1934 to provide shareholders with an advisory vote on executive compensation and to prevent perverse incentives in the compensation practices of financial institutions HR. 3310: To reform the financial regulatory system of the United States, and for other purposes H.R.3817: To provide the Securities and Exchange Commission with additional authorities to protect investors from violations of the securities laws H.R.3996 To improve financial stability H.R. 4173, to provide for financial regulatory reform, to protect consumers and investors, to enhance federal understanding of insurance issues, to regulate the over-the-counter derivatives markets, executive compensation S 272 A bill to amend the Commodity Exchange Act to ensure that all agreements, contracts, and transactions with respect to commodities are carried out on a regulated exchange, and for other purposes. S 344 A bill to require hedge funds to register with the Securities and Exchange Commission, and for other purposes S 356 A bill to amend the Bank Holding Company Act of 1956 and the Revised Statutes of the United States to prohibit financial holding companies and national banks from engaging, directly or indirectly, in real estate brokerage or real estate management activities, and for other purposes. S 605 A bill to require the Securities and Exchange Commission to reinstate the uptick rule and effectively regulate abusive short selling activities. S. 961 to authorize the regulation of credit default swaps and other swap agreements, and for other purposes S. 1006 to require a supermajority shareholder vote to approve excessive compensation of any employee of a publicly-traded company S. 1074 to provide shareholders with enhanced authority over the nomination, election, and compensation of public company executives S. 1276 A bill to require investment advisers to private funds, including hedge funds, private equity funds, venture capital funds, and others to register with the Securities and Exchange Commission, and for other purposes. S.1661: A bill to protect older Americans from misleading and fraudulent marketing practices, with the goal of increasing retirement security. S. 3149 to amend the Internal Revenue Code of 1986 to limit certain executive compensation paid by systemically significant financial institutions S 3217 To promote the financial stability of the United States by improving accountability and transparency in the financial system, to end `too big to fail', to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices - regulatory reform
Consumer Protection and Regulatory Enhancement Act
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 710 To secure additional Tier I capital for the U.S. banking system from parties other than the federal government by providing authority to the secretary of the treasury to guaranty certain new preferred stock investments made by public pensions acting in a collective fashion, and for other purposes HR 1754 To create a systemic risk monitor for the financial system of the United States, to oversee financial regulatory activities of the federal government, and for other purposes H.R.2221: To protect consumers by requiring reasonable security policies and procedures to protect computerized data containing personal information, and to provide for nationwide notice in the event of a security breach. HR. 3126: Establishment of the Consumer Financial Protection Agency H.R. 3269: To amend the Securities Exchange Act of 1934 to provide shareholders with an advisory vote on executive compensation and to prevent perverse incentives in the compensation practices of financial institutions HR. 3310: To reform the financial regulatory system of the United States, and for other purposes H.R.3817: To provide the Securities and Exchange Commission with additional authorities to protect investors from violations of the securities laws H.R. 4173, to provide for financial regulatory reform, to protect consumers and investors, to enhance federal understanding of insurance issues, to regulate the over-the-counter derivatives markets, executive compensation S 344 A bill to require hedge funds to register with the Securities and Exchange Commission, and for other purposes S 605 A bill to require the Securities and Exchange Commission to reinstate the uptick rule and effectively regulate abusive short selling activities. S. 961 to authorize the regulation of credit default swaps and other swap agreements, and for other purposes S. 1006 to require a supermajority shareholder vote to approve excessive compensation of any employee of a publicly-traded company S. 1074 to provide shareholders with enhanced authority over the nomination, election, and compensation of public company executives S. 1276 A bill to require investment advisers to private funds, including hedge funds, private equity funds, venture capital funds, and others to register with the Securities and Exchange Commission, and for other purposes. S.1661: A bill to protect older Americans from misleading and fraudulent marketing practices, with the goal of increasing retirement security. S. 3149 to amend the Internal Revenue Code of 1986 to limit certain executive compensation paid by systemically significant financial institutions S 3217 To promote the financial stability of the United States by improving accountability and transparency in the financial system, to end `too big to fail', to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices - regulatory reform
Investor Protection Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 710 To secure additional Tier I capital for the U.S. banking system from parties other than the federal government by providing authority to the secretary of the treasury to guaranty certain new preferred stock investments made by public pensions acting in a collective fashion, and for other purposes HR 977 To amend the Commodity Exchange Act to bring greater transparency and accountability to commodity markets, and for other purposes. HR 1754 To create a systemic risk monitor for the financial system of the United States, to oversee financial regulatory activities of the federal government, and for other purposes H.R.2221: To protect consumers by requiring reasonable security policies and procedures to protect computerized data containing personal information, and to provide for nationwide notice in the event of a security breach. HR. 3126: Establishment of the Consumer Financial Protection Agency H.R. 3269: To amend the Securities Exchange Act of 1934 to provide shareholders with an advisory vote on executive compensation and to prevent perverse incentives in the compensation practices of financial institutions HR. 3310: To reform the financial regulatory system of the United States, and for other purposes H.R.3817: To provide the Securities and Exchange Commission with additional authorities to protect investors from violations of the securities laws H.R.3996 To improve financial stability H.R. 4173, to provide for financial regulatory reform, to protect consumers and investors, to enhance federal understanding of insurance issues, to regulate the over-the-counter derivatives markets, executive compensation S 272 A bill to amend the Commodity Exchange Act to ensure that all agreements, contracts, and transactions with respect to commodities are carried out on a regulated exchange, and for other purposes. S 344 A bill to require hedge funds to register with the Securities and Exchange Commission, and for other purposes S 356 A bill to amend the Bank Holding Company Act of 1956 and the Revised Statutes of the United States to prohibit financial holding companies and national banks from engaging, directly or indirectly, in real estate brokerage or real estate management activities, and for other purposes. S 605 A bill to require the Securities and Exchange Commission to reinstate the uptick rule and effectively regulate abusive short selling activities. S. 961 to authorize the regulation of credit default swaps and other swap agreements, and for other purposes S. 1006 to require a supermajority shareholder vote to approve excessive compensation of any employee of a publicly-traded company S. 1074 to provide shareholders with enhanced authority over the nomination, election, and compensation of public company executives S. 1276 A bill to require investment advisers to private funds, including hedge funds, private equity funds, venture capital funds, and others to register with the Securities and Exchange Commission, and for other purposes. S.1661: A bill to protect older Americans from misleading and fraudulent marketing practices, with the goal of increasing retirement security. S. 3149 to amend the Internal Revenue Code of 1986 to limit certain executive compensation paid by systemically significant financial institutions S 3217 To promote the financial stability of the United States by improving accountability and transparency in the financial system, to end `too big to fail', to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices - regulatory reform
Investor Protection Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 710 To secure additional Tier I capital for the U.S. banking system from parties other than the federal government by providing authority to the secretary of the treasury to guaranty certain new preferred stock investments made by public pensions acting in a collective fashion, and for other purposes HR 1754 To create a systemic risk monitor for the financial system of the United States, to oversee financial regulatory activities of the federal government, and for other purposes H.R.2221: To protect consumers by requiring reasonable security policies and procedures to protect computerized data containing personal information, and to provide for nationwide notice in the event of a security breach. HR. 3126: Establishment of the Consumer Financial Protection Agency H.R. 3269: To amend the Securities Exchange Act of 1934 to provide shareholders with an advisory vote on executive compensation and to prevent perverse incentives in the compensation practices of financial institutions HR. 3310: To reform the financial regulatory system of the United States, and for other purposes H.R.3817: To provide the Securities and Exchange Commission with additional authorities to protect investors from violations of the securities laws H.R. 4173, to provide for financial regulatory reform, to protect consumers and investors, to enhance federal understanding of insurance issues, to regulate the over-the-counter derivatives markets, executive compensation S 344 A bill to require hedge funds to register with the Securities and Exchange Commission, and for other purposes S 605 A bill to require the Securities and Exchange Commission to reinstate the uptick rule and effectively regulate abusive short selling activities. S. 961 to authorize the regulation of credit default swaps and other swap agreements, and for other purposes S. 1006 to require a supermajority shareholder vote to approve excessive compensation of any employee of a publicly-traded company S. 1074 to provide shareholders with enhanced authority over the nomination, election, and compensation of public company executives S. 1276 A bill to require investment advisers to private funds, including hedge funds, private equity funds, venture capital funds, and others to register with the Securities and Exchange Commission, and for other purposes. S.1661: A bill to protect older Americans from misleading and fraudulent marketing practices, with the goal of increasing retirement security. S. 3149 to amend the Internal Revenue Code of 1986 to limit certain executive compensation paid by systemically significant financial institutions S 3217 To promote the financial stability of the United States by improving accountability and transparency in the financial system, to end `too big to fail', to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices - regulatory reform
Preserve Benefits and Jobs Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer H.R. 1988 To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 1984 To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. HR 2021 To help rebuild retirement, college, and personal savings. H.R.2748 To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R.2779 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. H.R.2989 To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. HR 3936 Preserve Benefits and Jobs Act of 2009 was introduced to provide relief to pension plan sponsors HR 3962: Defined benefit relief HR 4126 Retirement Fairness Act - the bill would amend the IRS Code to modify the nondiscrimination rules in qualified retirement plans H.R.4146: To amend title I of the Employee Retirement Income Security Act of 1974 to provide for disclosure regarding compensation for services to pension plans. HR 5297: Roth Conversion S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes. S.1297: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 2832: Lifetime Income Disclosure Act would require plan sponsors of defined contribution plans to inform plan participants of the projected monthly income they could expect at retirement based on their current account balance. S. Amend 3451 to HR 4213 - Defined Benefit Relief
Preserve Benefits and Jobs Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer H.R. 1988 To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 1984 To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. HR 2021 To help rebuild retirement, college, and personal savings. H.R.2748 To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R.2779 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. H.R.2989 To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. HR 3936 Preserve Benefits and Jobs Act of 2009 was introduced to provide relief to pension plan sponsors HR 3962: Defined benefit relief HR 4126 Retirement Fairness Act - the bill would amend the IRS Code to modify the nondiscrimination rules in qualified retirement plans H.R.4146: To amend title I of the Employee Retirement Income Security Act of 1974 to provide for disclosure regarding compensation for services to pension plans. HR 5297: Roth Conversion, roth contribution, and partial annuitization. HR 6099/S.3760: To amend the Internal Revenue Code of 1986 to expand personal saving and retirement savings coverage by enabling employees not covered by qualifying retirement plans to save for retirement through automatic IRA arrangements, and for other purposes. S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes. S.1297: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 2832: Lifetime Income Disclosure Act would require plan sponsors of defined contribution plans to inform plan participants of the projected monthly income they could expect at retirement based on their current account balance. S. Amend 3451 to HR 4213 - Defined Benefit Relief S 3793:Technical Corrections applicable to defined benenfit funding relief per HR 3962.
Preserve Benefits and Jobs Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer H.R. 1988 To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 1984 To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. HR 2021 To help rebuild retirement, college, and personal savings. H.R.2748 To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R.2779 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. H.R.2989 To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. HR 3936 Preserve Benefits and Jobs Act of 2009 was introduced to provide relief to pension plan sponsors HR 3962: Defined benefit relief H.R. 4915 an admendment would make technical corrections to the pension funding relief provisions of the Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act HR 4126 Retirement Fairness Act - the bill would amend the IRS Code to modify the nondiscrimination rules in qualified retirement plans H.R.4146: To amend title I of the Employee Retirement Income Security Act of 1974 to provide for disclosure regarding compensation for services to pension plans. HR 5297: Roth Conversion, roth contribution, and partial annuitization. HR 6099/S.3760: To amend the Internal Revenue Code of 1986 to expand personal saving and retirement savings coverage by enabling employees not covered by qualifying retirement plans to save for retirement through automatic IRA arrangements, and for other purposes. S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes. S.1297: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 2832: Lifetime Income Disclosure Act would require plan sponsors of defined contribution plans to inform plan participants of the projected monthly income they could expect at retirement based on their current account balance. S. Amend 3451 to HR 4213 - Defined Benefit Relief S 3793:Technical Corrections applicable to defined benenfit funding relief per HR 3962.
Preserve Benefits and Jobs Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer H.R. 1988 To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 1984 To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. HR 2021 To help rebuild retirement, college, and personal savings. H.R.2748 To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R.2779 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. H.R.2989 To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. HR 3936 Preserve Benefits and Jobs Act of 2009 was introduced to provide relief to pension plan sponsors HR 3962: Defined benefit relief H.R. 4915 an admendment would make technical corrections to the pension funding relief provisions of the Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act HR 4126 Retirement Fairness Act - the bill would amend the IRS Code to modify the nondiscrimination rules in qualified retirement plans H.R.4146: To amend title I of the Employee Retirement Income Security Act of 1974 to provide for disclosure regarding compensation for services to pension plans. HR 5297: Roth Conversion, roth contribution, and partial annuitization. HR 6099/S.3760: To amend the Internal Revenue Code of 1986 to expand personal saving and retirement savings coverage by enabling employees not covered by qualifying retirement plans to save for retirement through automatic IRA arrangements, and for other purposes. S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes. S.1297: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 2832: Lifetime Income Disclosure Act would require plan sponsors of defined contribution plans to inform plan participants of the projected monthly income they could expect at retirement based on their current account balance. S. Amend 3451 to HR 4213 - Defined Benefit Relief S 3793:Technical Corrections applicable to defined benenfit funding relief per HR 3962.
Preserve Benefits and Jobs Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer H.R. 1988 To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 1984 To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. HR 2021 To help rebuild retirement, college, and personal savings. H.R.2748 To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R.2779 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. H.R.2989 To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. HR 3936 Preserve Benefits and Jobs Act of 2009 was introduced to provide relief to pension plan sponsors HR 4126 Retirement Fairness Act - the bill would amend the IRS Code to modify the nondiscrimination rules in qualified retirement plans H.R.4146: To amend title I of the Employee Retirement Income Security Act of 1974 to provide for disclosure regarding compensation for services to pension plans. S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes. S.1297: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 2832: Lifetime Income Disclosure Act would require plan sponsors of defined contribution plans to inform plan participants of the projected monthly income they could expect at retirement based on their current account balance. S. Amend 3451 to HR 4213 - Defined Benefit Relief
Preserve Benefits and Jobs Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer H.R. 1988 To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 1984 To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. HR 2021 To help rebuild retirement, college, and personal savings. H.R.2748 To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R.2779 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. H.R.2989 To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. HR 3936 Preserve Benefits and Jobs Act of 2009 was introduced to provide relief to pension plan sponsors HR 3962: Defined benefit relief HR 4126 Retirement Fairness Act - the bill would amend the IRS Code to modify the nondiscrimination rules in qualified retirement plans H.R.4146: To amend title I of the Employee Retirement Income Security Act of 1974 to provide for disclosure regarding compensation for services to pension plans. HR 5297: Roth Conversion, roth contribution, and partial annuitization. HR 6099/S.3760: To amend the Internal Revenue Code of 1986 to expand personal saving and retirement savings coverage by enabling employees not covered by qualifying retirement plans to save for retirement through automatic IRA arrangements, and for other purposes. S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes. S.1297: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 2832: Lifetime Income Disclosure Act would require plan sponsors of defined contribution plans to inform plan participants of the projected monthly income they could expect at retirement based on their current account balance. S. Amend 3451 to HR 4213 - Defined Benefit Relief S 3793:Technical Corrections applicable to defined benenfit funding relief per HR 3962.
Financial Stability Improvement Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 710 To secure additional Tier I capital for the U.S. banking system from parties other than the federal government by providing authority to the secretary of the treasury to guaranty certain new preferred stock investments made by public pensions acting in a collective fashion, and for other purposes HR 977 To amend the Commodity Exchange Act to bring greater transparency and accountability to commodity markets, and for other purposes. HR 1754 To create a systemic risk monitor for the financial system of the United States, to oversee financial regulatory activities of the federal government, and for other purposes H.R.2221: To protect consumers by requiring reasonable security policies and procedures to protect computerized data containing personal information, and to provide for nationwide notice in the event of a security breach. HR. 3126: Establishment of the Consumer Financial Protection Agency H.R. 3269: To amend the Securities Exchange Act of 1934 to provide shareholders with an advisory vote on executive compensation and to prevent perverse incentives in the compensation practices of financial institutions HR. 3310: To reform the financial regulatory system of the United States, and for other purposes H.R.3817: To provide the Securities and Exchange Commission with additional authorities to protect investors from violations of the securities laws H.R.3996 To improve financial stability H.R. 4173, to provide for financial regulatory reform, to protect consumers and investors, to enhance federal understanding of insurance issues, to regulate the over-the-counter derivatives markets, executive compensation S 272 A bill to amend the Commodity Exchange Act to ensure that all agreements, contracts, and transactions with respect to commodities are carried out on a regulated exchange, and for other purposes. S 344 A bill to require hedge funds to register with the Securities and Exchange Commission, and for other purposes S 356 A bill to amend the Bank Holding Company Act of 1956 and the Revised Statutes of the United States to prohibit financial holding companies and national banks from engaging, directly or indirectly, in real estate brokerage or real estate management activities, and for other purposes. S 605 A bill to require the Securities and Exchange Commission to reinstate the uptick rule and effectively regulate abusive short selling activities. S. 961 to authorize the regulation of credit default swaps and other swap agreements, and for other purposes S. 1006 to require a supermajority shareholder vote to approve excessive compensation of any employee of a publicly-traded company S. 1074 to provide shareholders with enhanced authority over the nomination, election, and compensation of public company executives S. 1276 A bill to require investment advisers to private funds, including hedge funds, private equity funds, venture capital funds, and others to register with the Securities and Exchange Commission, and for other purposes. S.1661: A bill to protect older Americans from misleading and fraudulent marketing practices, with the goal of increasing retirement security. S. 3149 to amend the Internal Revenue Code of 1986 to limit certain executive compensation paid by systemically significant financial institutions S 3217 To promote the financial stability of the United States by improving accountability and transparency in the financial system, to end `too big to fail', to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices - regulatory reform
Retirement Fairness Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer H.R. 1988 To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 1984 To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. HR 2021 To help rebuild retirement, college, and personal savings. H.R.2748 To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R.2779 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. H.R.2989 To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. HR 3936 Preserve Benefits and Jobs Act of 2009 was introduced to provide relief to pension plan sponsors HR 4126 Retirement Fairness Act - the bill would amend the IRS Code to modify the nondiscrimination rules in qualified retirement plans H.R.4146: To amend title I of the Employee Retirement Income Security Act of 1974 to provide for disclosure regarding compensation for services to pension plans. S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes. S.1297: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 2832: Lifetime Income Disclosure Act would require plan sponsors of defined contribution plans to inform plan participants of the projected monthly income they could expect at retirement based on their current account balance. S. Amend 3451 to HR 4213 - Defined Benefit Relief
Retirement Fairness Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer H.R. 1988 To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 1984 To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. HR 2021 To help rebuild retirement, college, and personal savings. H.R.2748 To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R.2779 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. H.R.2989 To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. HR 3936 Preserve Benefits and Jobs Act of 2009 was introduced to provide relief to pension plan sponsors HR 3962: Defined benefit relief HR 4126 Retirement Fairness Act - the bill would amend the IRS Code to modify the nondiscrimination rules in qualified retirement plans H.R.4146: To amend title I of the Employee Retirement Income Security Act of 1974 to provide for disclosure regarding compensation for services to pension plans. HR 5297: Roth Conversion S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes. S.1297: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 2832: Lifetime Income Disclosure Act would require plan sponsors of defined contribution plans to inform plan participants of the projected monthly income they could expect at retirement based on their current account balance. S. Amend 3451 to HR 4213 - Defined Benefit Relief
Retirement Fairness Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer H.R. 1988 To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 1984 To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. HR 2021 To help rebuild retirement, college, and personal savings. H.R.2748 To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R.2779 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. H.R.2989 To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. HR 3936 Preserve Benefits and Jobs Act of 2009 was introduced to provide relief to pension plan sponsors HR 3962: Defined benefit relief HR 4126 Retirement Fairness Act - the bill would amend the IRS Code to modify the nondiscrimination rules in qualified retirement plans H.R.4146: To amend title I of the Employee Retirement Income Security Act of 1974 to provide for disclosure regarding compensation for services to pension plans. HR 5297: Roth Conversion, roth contribution, and partial annuitization. HR 6099/S.3760: To amend the Internal Revenue Code of 1986 to expand personal saving and retirement savings coverage by enabling employees not covered by qualifying retirement plans to save for retirement through automatic IRA arrangements, and for other purposes. S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes. S.1297: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 2832: Lifetime Income Disclosure Act would require plan sponsors of defined contribution plans to inform plan participants of the projected monthly income they could expect at retirement based on their current account balance. S. Amend 3451 to HR 4213 - Defined Benefit Relief S 3793:Technical Corrections applicable to defined benenfit funding relief per HR 3962.
Retirement Fairness Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer H.R. 1988 To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 1984 To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. HR 2021 To help rebuild retirement, college, and personal savings. H.R.2748 To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R.2779 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. H.R.2989 To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. HR 3936 Preserve Benefits and Jobs Act of 2009 was introduced to provide relief to pension plan sponsors HR 3962: Defined benefit relief H.R. 4915 an admendment would make technical corrections to the pension funding relief provisions of the Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act HR 4126 Retirement Fairness Act - the bill would amend the IRS Code to modify the nondiscrimination rules in qualified retirement plans H.R.4146: To amend title I of the Employee Retirement Income Security Act of 1974 to provide for disclosure regarding compensation for services to pension plans. HR 5297: Roth Conversion, roth contribution, and partial annuitization. HR 6099/S.3760: To amend the Internal Revenue Code of 1986 to expand personal saving and retirement savings coverage by enabling employees not covered by qualifying retirement plans to save for retirement through automatic IRA arrangements, and for other purposes. S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes. S.1297: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 2832: Lifetime Income Disclosure Act would require plan sponsors of defined contribution plans to inform plan participants of the projected monthly income they could expect at retirement based on their current account balance. S. Amend 3451 to HR 4213 - Defined Benefit Relief S 3793:Technical Corrections applicable to defined benenfit funding relief per HR 3962.
Retirement Fairness Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer H.R. 1988 To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 1984 To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. HR 2021 To help rebuild retirement, college, and personal savings. H.R.2748 To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R.2779 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. H.R.2989 To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. HR 3936 Preserve Benefits and Jobs Act of 2009 was introduced to provide relief to pension plan sponsors HR 3962: Defined benefit relief HR 4126 Retirement Fairness Act - the bill would amend the IRS Code to modify the nondiscrimination rules in qualified retirement plans H.R.4146: To amend title I of the Employee Retirement Income Security Act of 1974 to provide for disclosure regarding compensation for services to pension plans. HR 5297: Roth Conversion, roth contribution, and partial annuitization. HR 6099/S.3760: To amend the Internal Revenue Code of 1986 to expand personal saving and retirement savings coverage by enabling employees not covered by qualifying retirement plans to save for retirement through automatic IRA arrangements, and for other purposes. S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes. S.1297: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 2832: Lifetime Income Disclosure Act would require plan sponsors of defined contribution plans to inform plan participants of the projected monthly income they could expect at retirement based on their current account balance. S. Amend 3451 to HR 4213 - Defined Benefit Relief S 3793:Technical Corrections applicable to defined benenfit funding relief per HR 3962.
Retirement Fairness Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer H.R. 1988 To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 1984 To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. HR 2021 To help rebuild retirement, college, and personal savings. H.R.2748 To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R.2779 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. H.R.2989 To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. HR 3936 Preserve Benefits and Jobs Act of 2009 was introduced to provide relief to pension plan sponsors HR 3962: Defined benefit relief H.R. 4915 an admendment would make technical corrections to the pension funding relief provisions of the Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act HR 4126 Retirement Fairness Act - the bill would amend the IRS Code to modify the nondiscrimination rules in qualified retirement plans H.R.4146: To amend title I of the Employee Retirement Income Security Act of 1974 to provide for disclosure regarding compensation for services to pension plans. HR 5297: Roth Conversion, roth contribution, and partial annuitization. HR 6099/S.3760: To amend the Internal Revenue Code of 1986 to expand personal saving and retirement savings coverage by enabling employees not covered by qualifying retirement plans to save for retirement through automatic IRA arrangements, and for other purposes. S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes. S.1297: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 2832: Lifetime Income Disclosure Act would require plan sponsors of defined contribution plans to inform plan participants of the projected monthly income they could expect at retirement based on their current account balance. S. Amend 3451 to HR 4213 - Defined Benefit Relief S 3793:Technical Corrections applicable to defined benenfit funding relief per HR 3962.
To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration, and for other purposes.
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
S 350 An original bill to provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. HR 436 To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, and for other purposes. H.R. 1944 to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income H.R.4154: To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration. HR 4191 Securities Transaction Tax bill would impose a transaction tax of 0.25 percent on stock transactions and 0.02 percent on futures, swaps, and credit default swaps. H.R.4213: To amend the Internal Revenue Code of 1986 to extend certain expiring provisions H.R.4337 Regulated Investment Company Modernization Act of 2009 - certain tax rules applicable to funds to similar rules applicable to individuals or real estate investment trusts. S.722 A bill to amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. S. 1007 to amend the Internal Revenue Code of 1986 to deny a deduction for excessive compensation of any employee of an employer S. 2927, to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes;
To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration, and for other purposes.
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
S 350 An original bill to provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. HR 436 To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, and for other purposes. H.R. 1944 to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income H.R.4154: To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration. HR 4191 Securities Transaction Tax bill would impose a transaction tax of 0.25 percent on stock transactions and 0.02 percent on futures, swaps, and credit default swaps. H.R.4213: To amend the Internal Revenue Code of 1986 to extend certain expiring provisions H.R.4337 Regulated Investment Company Modernization Act of 2009 - certain tax rules applicable to funds to similar rules applicable to individuals or real estate investment trusts. S.722 A bill to amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. S. 1007 to amend the Internal Revenue Code of 1986 to deny a deduction for excessive compensation of any employee of an employer S. 2927, to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes;
To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration, and for other purposes.
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
S 350 An original bill to provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. HR 436 To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, and for other purposes. HR 598 To provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. H.R. 1944 to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income H.R.4154: To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration. HR 4191 Securities Transaction Tax bill would impose a transaction tax of 0.25 percent on stock transactions and 0.02 percent on futures, swaps, and credit default swaps. H.R.4213: To amend the Internal Revenue Code of 1986 to extend certain expiring provisions H.R.4337 Regulated Investment Company Modernization Act of 2009 - certain tax rules applicable to funds to similar rules applicable to individuals or real estate investment trusts. S.722 A bill to amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. S. 1007 to amend the Internal Revenue Code of 1986 to deny a deduction for excessive compensation of any employee of an employer S. 2927, to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes;
To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration, and for other purposes.
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
S 350 An original bill to provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. HR 436 To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, and for other purposes. HR 598 To provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. HR 971 To amend the Internal Revenue Code of 1986 to provide commuter flexible spending arrangements H.R. 1944 to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income H.R. 2526 to amend the Internal Revenue Code of 1986 to increase participation in medical flexible spending arrangements H.R.4154: To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration. HR 4191 Securities Transaction Tax bill would impose a transaction tax of 0.25 percent on stock transactions and 0.02 percent on futures, swaps, and credit default swaps. H.R.4213: To amend the Internal Revenue Code of 1986 to extend certain expiring provisions S.722 A bill to amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. S. 1007 to amend the Internal Revenue Code of 1986 to deny a deduction for excessive compensation of any employee of an employer S. 2883 To amend the Internal Revenue Code of 1986 to provide for the distribution of remaining balances in flexible spending arrangements upon termination from employment. S. 2927, to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes;
To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration, and for other purposes.
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
S 350 An original bill to provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. HR 436 To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, and for other purposes. H.R. 1944 to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income H.R.4154: To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration. HR 4191 Securities Transaction Tax bill would impose a transaction tax of 0.25 percent on stock transactions and 0.02 percent on futures, swaps, and credit default swaps. H.R.4213: To amend the Internal Revenue Code of 1986 to extend certain expiring provisions H.R.4337/S 3948: Regulated Investment Company Modernization Act of 2009 - certain tax rules applicable to funds to similar rules applicable to individuals or real estate investment trusts. H.R.4853 - Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act To amend the Internal Revenue Code of 1986 to extend the funding and expenditure authority of the Airport and Airway Trust Fund, to amend title 49, United States Code, to extend authorizations for the airport improvement program, and for other purposes. S.722 A bill to amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. S. 1007 to amend the Internal Revenue Code of 1986 to deny a deduction for excessive compensation of any employee of an employer S. 2927, to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes;
To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration, and for other purposes.
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
S 350 An original bill to provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. HR 436 To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, and for other purposes. H.R. 1944 to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income H.R.4154: To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration. HR 4191 Securities Transaction Tax bill would impose a transaction tax of 0.25 percent on stock transactions and 0.02 percent on futures, swaps, and credit default swaps. H.R.4213: To amend the Internal Revenue Code of 1986 to extend certain expiring provisions H.R.4337/S 3948: Regulated Investment Company Modernization Act of 2009 - certain tax rules applicable to funds to similar rules applicable to individuals or real estate investment trusts. H.R.4853 - Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act To amend the Internal Revenue Code of 1986 to extend the funding and expenditure authority of the Airport and Airway Trust Fund, to amend title 49, United States Code, to extend authorizations for the airport improvement program, and for other purposes. S.722 A bill to amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. S. 1007 to amend the Internal Revenue Code of 1986 to deny a deduction for excessive compensation of any employee of an employer S. 2927, to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes;
Let Wall Street Pay for the Restoration of Main Street Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
S 350 An original bill to provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. HR 436 To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, and for other purposes. H.R. 1944 to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income H.R.4154: To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration. HR 4191 Securities Transaction Tax bill would impose a transaction tax of 0.25 percent on stock transactions and 0.02 percent on futures, swaps, and credit default swaps. H.R.4213: To amend the Internal Revenue Code of 1986 to extend certain expiring provisions H.R.4337 Regulated Investment Company Modernization Act of 2009 - certain tax rules applicable to funds to similar rules applicable to individuals or real estate investment trusts. S.722 A bill to amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. S. 1007 to amend the Internal Revenue Code of 1986 to deny a deduction for excessive compensation of any employee of an employer S. 2927, to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes;
Let Wall Street Pay for the Restoration of Main Street Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
S 350 An original bill to provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. HR 436 To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, and for other purposes. H.R. 1944 to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income H.R.4154: To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration. HR 4191 Securities Transaction Tax bill would impose a transaction tax of 0.25 percent on stock transactions and 0.02 percent on futures, swaps, and credit default swaps. H.R.4213: To amend the Internal Revenue Code of 1986 to extend certain expiring provisions H.R.4337 Regulated Investment Company Modernization Act of 2009 - certain tax rules applicable to funds to similar rules applicable to individuals or real estate investment trusts. S.722 A bill to amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. S. 1007 to amend the Internal Revenue Code of 1986 to deny a deduction for excessive compensation of any employee of an employer S. 2927, to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes;
Let Wall Street Pay for the Restoration of Main Street Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
S 350 An original bill to provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. HR 436 To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, and for other purposes. H.R. 1944 to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income H.R.4154: To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration. HR 4191 Securities Transaction Tax bill would impose a transaction tax of 0.25 percent on stock transactions and 0.02 percent on futures, swaps, and credit default swaps. H.R.4213: To amend the Internal Revenue Code of 1986 to extend certain expiring provisions H.R.4337/S 3948: Regulated Investment Company Modernization Act of 2009 - certain tax rules applicable to funds to similar rules applicable to individuals or real estate investment trusts. H.R.4853 - Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act To amend the Internal Revenue Code of 1986 to extend the funding and expenditure authority of the Airport and Airway Trust Fund, to amend title 49, United States Code, to extend authorizations for the airport improvement program, and for other purposes. S.722 A bill to amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. S. 1007 to amend the Internal Revenue Code of 1986 to deny a deduction for excessive compensation of any employee of an employer S. 2927, to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes;
Let Wall Street Pay for the Restoration of Main Street Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
S 350 An original bill to provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. HR 436 To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, and for other purposes. HR 598 To provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. H.R. 1944 to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income H.R.4154: To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration. HR 4191 Securities Transaction Tax bill would impose a transaction tax of 0.25 percent on stock transactions and 0.02 percent on futures, swaps, and credit default swaps. H.R.4213: To amend the Internal Revenue Code of 1986 to extend certain expiring provisions H.R.4337 Regulated Investment Company Modernization Act of 2009 - certain tax rules applicable to funds to similar rules applicable to individuals or real estate investment trusts. S.722 A bill to amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. S. 1007 to amend the Internal Revenue Code of 1986 to deny a deduction for excessive compensation of any employee of an employer S. 2927, to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes;
Let Wall Street Pay for the Restoration of Main Street Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
S 350 An original bill to provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. HR 436 To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, and for other purposes. HR 598 To provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. HR 971 To amend the Internal Revenue Code of 1986 to provide commuter flexible spending arrangements H.R. 1944 to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income H.R. 2526 to amend the Internal Revenue Code of 1986 to increase participation in medical flexible spending arrangements H.R.4154: To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration. HR 4191 Securities Transaction Tax bill would impose a transaction tax of 0.25 percent on stock transactions and 0.02 percent on futures, swaps, and credit default swaps. H.R.4213: To amend the Internal Revenue Code of 1986 to extend certain expiring provisions S.722 A bill to amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. S. 1007 to amend the Internal Revenue Code of 1986 to deny a deduction for excessive compensation of any employee of an employer S. 2883 To amend the Internal Revenue Code of 1986 to provide for the distribution of remaining balances in flexible spending arrangements upon termination from employment. S. 2927, to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes;
Let Wall Street Pay for the Restoration of Main Street Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
S 350 An original bill to provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. HR 436 To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, and for other purposes. H.R. 1944 to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income H.R.4154: To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration. HR 4191 Securities Transaction Tax bill would impose a transaction tax of 0.25 percent on stock transactions and 0.02 percent on futures, swaps, and credit default swaps. H.R.4213: To amend the Internal Revenue Code of 1986 to extend certain expiring provisions H.R.4337/S 3948: Regulated Investment Company Modernization Act of 2009 - certain tax rules applicable to funds to similar rules applicable to individuals or real estate investment trusts. H.R.4853 - Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act To amend the Internal Revenue Code of 1986 to extend the funding and expenditure authority of the Airport and Airway Trust Fund, to amend title 49, United States Code, to extend authorizations for the airport improvement program, and for other purposes. S.722 A bill to amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. S. 1007 to amend the Internal Revenue Code of 1986 to deny a deduction for excessive compensation of any employee of an employer S. 2927, to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes;
Regulated Investment Company Modernization Act of 2010
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
S 350 An original bill to provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. HR 436 To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, and for other purposes. H.R. 1944 to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income H.R.4154: To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration. HR 4191 Securities Transaction Tax bill would impose a transaction tax of 0.25 percent on stock transactions and 0.02 percent on futures, swaps, and credit default swaps. H.R.4213: To amend the Internal Revenue Code of 1986 to extend certain expiring provisions H.R.4337 Regulated Investment Company Modernization Act of 2009 - certain tax rules applicable to funds to similar rules applicable to individuals or real estate investment trusts. S.722 A bill to amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. S. 1007 to amend the Internal Revenue Code of 1986 to deny a deduction for excessive compensation of any employee of an employer S. 2927, to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes;
Regulated Investment Company Modernization Act of 2010
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
S 350 An original bill to provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. HR 436 To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, and for other purposes. HR 598 To provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. H.R. 1944 to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income H.R.4154: To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration. HR 4191 Securities Transaction Tax bill would impose a transaction tax of 0.25 percent on stock transactions and 0.02 percent on futures, swaps, and credit default swaps. H.R.4213: To amend the Internal Revenue Code of 1986 to extend certain expiring provisions H.R.4337 Regulated Investment Company Modernization Act of 2009 - certain tax rules applicable to funds to similar rules applicable to individuals or real estate investment trusts. S.722 A bill to amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. S. 1007 to amend the Internal Revenue Code of 1986 to deny a deduction for excessive compensation of any employee of an employer S. 2927, to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes;
Regulated Investment Company Modernization Act of 2010
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
S 350 An original bill to provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. HR 436 To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, and for other purposes. H.R. 1944 to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income H.R.4154: To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration. HR 4191 Securities Transaction Tax bill would impose a transaction tax of 0.25 percent on stock transactions and 0.02 percent on futures, swaps, and credit default swaps. H.R.4213: To amend the Internal Revenue Code of 1986 to extend certain expiring provisions H.R.4337 Regulated Investment Company Modernization Act of 2009 - certain tax rules applicable to funds to similar rules applicable to individuals or real estate investment trusts. S.722 A bill to amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. S. 1007 to amend the Internal Revenue Code of 1986 to deny a deduction for excessive compensation of any employee of an employer S. 2927, to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes;
Regulated Investment Company Modernization Act of 2010
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
S 350 An original bill to provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. HR 436 To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, and for other purposes. H.R. 1944 to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income H.R.4154: To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration. HR 4191 Securities Transaction Tax bill would impose a transaction tax of 0.25 percent on stock transactions and 0.02 percent on futures, swaps, and credit default swaps. H.R.4213: To amend the Internal Revenue Code of 1986 to extend certain expiring provisions H.R.4337/S 3948: Regulated Investment Company Modernization Act of 2009 - certain tax rules applicable to funds to similar rules applicable to individuals or real estate investment trusts. H.R.4853 - Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act To amend the Internal Revenue Code of 1986 to extend the funding and expenditure authority of the Airport and Airway Trust Fund, to amend title 49, United States Code, to extend authorizations for the airport improvement program, and for other purposes. S.722 A bill to amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. S. 1007 to amend the Internal Revenue Code of 1986 to deny a deduction for excessive compensation of any employee of an employer S. 2927, to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes;
Regulated Investment Company Modernization Act of 2010
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
S 350 An original bill to provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. HR 436 To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, and for other purposes. H.R. 1944 to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income H.R.4154: To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration. HR 4191 Securities Transaction Tax bill would impose a transaction tax of 0.25 percent on stock transactions and 0.02 percent on futures, swaps, and credit default swaps. H.R.4213: To amend the Internal Revenue Code of 1986 to extend certain expiring provisions H.R.4337/S 3948: Regulated Investment Company Modernization Act of 2009 - certain tax rules applicable to funds to similar rules applicable to individuals or real estate investment trusts. H.R.4853 - Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act To amend the Internal Revenue Code of 1986 to extend the funding and expenditure authority of the Airport and Airway Trust Fund, to amend title 49, United States Code, to extend authorizations for the airport improvement program, and for other purposes. S.722 A bill to amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. S. 1007 to amend the Internal Revenue Code of 1986 to deny a deduction for excessive compensation of any employee of an employer S. 2927, to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes;
Certain Estate Tax Relief Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
S 350 An original bill to provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. HR 436 To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, and for other purposes. H.R. 1944 to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income H.R.4154: To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration. HR 4191 Securities Transaction Tax bill would impose a transaction tax of 0.25 percent on stock transactions and 0.02 percent on futures, swaps, and credit default swaps. H.R.4213: To amend the Internal Revenue Code of 1986 to extend certain expiring provisions H.R.4337 Regulated Investment Company Modernization Act of 2009 - certain tax rules applicable to funds to similar rules applicable to individuals or real estate investment trusts. S.722 A bill to amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. S. 1007 to amend the Internal Revenue Code of 1986 to deny a deduction for excessive compensation of any employee of an employer S. 2927, to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes;
Certain Estate Tax Relief Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
S 350 An original bill to provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. HR 436 To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, and for other purposes. H.R. 1944 to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income H.R.4154: To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration. HR 4191 Securities Transaction Tax bill would impose a transaction tax of 0.25 percent on stock transactions and 0.02 percent on futures, swaps, and credit default swaps. H.R.4213: To amend the Internal Revenue Code of 1986 to extend certain expiring provisions H.R.4337/S 3948: Regulated Investment Company Modernization Act of 2009 - certain tax rules applicable to funds to similar rules applicable to individuals or real estate investment trusts. H.R.4853 - Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act To amend the Internal Revenue Code of 1986 to extend the funding and expenditure authority of the Airport and Airway Trust Fund, to amend title 49, United States Code, to extend authorizations for the airport improvement program, and for other purposes. S.722 A bill to amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. S. 1007 to amend the Internal Revenue Code of 1986 to deny a deduction for excessive compensation of any employee of an employer S. 2927, to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes;
Certain Estate Tax Relief Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
S 350 An original bill to provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. HR 436 To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, and for other purposes. HR 598 To provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. H.R. 1944 to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income H.R.4154: To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration. HR 4191 Securities Transaction Tax bill would impose a transaction tax of 0.25 percent on stock transactions and 0.02 percent on futures, swaps, and credit default swaps. H.R.4213: To amend the Internal Revenue Code of 1986 to extend certain expiring provisions H.R.4337 Regulated Investment Company Modernization Act of 2009 - certain tax rules applicable to funds to similar rules applicable to individuals or real estate investment trusts. S.722 A bill to amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. S. 1007 to amend the Internal Revenue Code of 1986 to deny a deduction for excessive compensation of any employee of an employer S. 2927, to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes;
Certain Estate Tax Relief Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
S 350 An original bill to provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. HR 436 To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, and for other purposes. HR 598 To provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. HR 971 To amend the Internal Revenue Code of 1986 to provide commuter flexible spending arrangements H.R. 1944 to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income H.R. 2526 to amend the Internal Revenue Code of 1986 to increase participation in medical flexible spending arrangements H.R.4154: To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration. HR 4191 Securities Transaction Tax bill would impose a transaction tax of 0.25 percent on stock transactions and 0.02 percent on futures, swaps, and credit default swaps. H.R.4213: To amend the Internal Revenue Code of 1986 to extend certain expiring provisions S.722 A bill to amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. S. 1007 to amend the Internal Revenue Code of 1986 to deny a deduction for excessive compensation of any employee of an employer S. 2883 To amend the Internal Revenue Code of 1986 to provide for the distribution of remaining balances in flexible spending arrangements upon termination from employment. S. 2927, to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes;
Certain Estate Tax Relief Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
S 350 An original bill to provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. HR 436 To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, and for other purposes. H.R. 1944 to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income H.R.4154: To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration. HR 4191 Securities Transaction Tax bill would impose a transaction tax of 0.25 percent on stock transactions and 0.02 percent on futures, swaps, and credit default swaps. H.R.4213: To amend the Internal Revenue Code of 1986 to extend certain expiring provisions H.R.4337/S 3948: Regulated Investment Company Modernization Act of 2009 - certain tax rules applicable to funds to similar rules applicable to individuals or real estate investment trusts. H.R.4853 - Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act To amend the Internal Revenue Code of 1986 to extend the funding and expenditure authority of the Airport and Airway Trust Fund, to amend title 49, United States Code, to extend authorizations for the airport improvement program, and for other purposes. S.722 A bill to amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. S. 1007 to amend the Internal Revenue Code of 1986 to deny a deduction for excessive compensation of any employee of an employer S. 2927, to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes;
Certain Estate Tax Relief Act of 2009
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
S 350 An original bill to provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. HR 436 To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, and for other purposes. H.R. 1944 to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income H.R.4154: To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration. HR 4191 Securities Transaction Tax bill would impose a transaction tax of 0.25 percent on stock transactions and 0.02 percent on futures, swaps, and credit default swaps. H.R.4213: To amend the Internal Revenue Code of 1986 to extend certain expiring provisions H.R.4337 Regulated Investment Company Modernization Act of 2009 - certain tax rules applicable to funds to similar rules applicable to individuals or real estate investment trusts. S.722 A bill to amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. S. 1007 to amend the Internal Revenue Code of 1986 to deny a deduction for excessive compensation of any employee of an employer S. 2927, to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes;
An Act to amend the Internal Revenue Code of 1986 to make technical corrections to the pension funding provisions of the Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act of 2010.
Client: PRINCIPAL FINANCIAL GROUP · Firm: PRINCIPAL FINANCIAL GROUP
HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer H.R. 1988 To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 1984 To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. HR 2021 To help rebuild retirement, college, and personal savings. H.R.2748 To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R.2779 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. H.R.2989 To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. HR 3936 Preserve Benefits and Jobs Act of 2009 was introduced to provide relief to pension plan sponsors HR 3962: Defined benefit relief H.R. 4915 an admendment would make technical corrections to the pension funding relief provisions of the Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act HR 4126 Retirement Fairness Act - the bill would amend the IRS Code to modify the nondiscrimination rules in qualified retirement plans H.R.4146: To amend title I of the Employee Retirement Income Security Act of 1974 to provide for disclosure regarding compensation for services to pension plans. HR 5297: Roth Conversion, roth contribution, and partial annuitization. HR 6099/S.3760: To amend the Internal Revenue Code of 1986 to expand personal saving and retirement savings coverage by enabling employees not covered by qualifying retirement plans to save for retirement through automatic IRA arrangements, and for other purposes. S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes. S.1297: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 2832: Lifetime Income Disclosure Act would require plan sponsors of defined contribution plans to inform plan participants of the projected monthly income they could expect at retirement based on their current account balance. S. Amend 3451 to HR 4213 - Defined Benefit Relief S 3793:Technical Corrections applicable to defined benenfit funding relief per HR 3962.
S 350 An original bill to provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. HR 436 To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, and for other purposes. H.R. 1944 to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income H.R.4154: To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration. HR 4191 Securities Transaction Tax bill would impose a transaction tax of 0.25 percent on stock transactions and 0.02 percent on futures, swaps, and credit default swaps. H.R.4213: To amend the Internal Revenue Code of 1986 to extend certain expiring provisions H.R.4337/S 3948: Regulated Investment Company Modernization Act of 2009 - certain tax rules applicable to funds to similar rules applicable to individuals or real estate investment trusts. H.R.4853 - Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act To amend the Internal Revenue Code of 1986 to extend the funding and expenditure authority of the Airport and Airway Trust Fund, to amend title 49, United States Code, to extend authorizations for the airport improvement program, and for other purposes. S.722 A bill to amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. S. 1007 to amend the Internal Revenue Code of 1986 to deny a deduction for excessive compensation of any employee of an employer S. 2927, to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes;
HR 710 To secure additional Tier I capital for the U.S. banking system from parties other than the federal government by providing authority to the secretary of the treasury to guaranty certain new preferred stock investments made by public pensions acting in a collective fashion, and for other purposes HR 1754 To create a systemic risk monitor for the financial system of the United States, to oversee financial regulatory activities of the federal government, and for other purposes H.R.2221: To protect consumers by requiring reasonable security policies and procedures to protect computerized data containing personal information, and to provide for nationwide notice in the event of a security breach. HR. 3126: Establishment of the Consumer Financial Protection Agency H.R. 3269: To amend the Securities Exchange Act of 1934 to provide shareholders with an advisory vote on executive compensation and to prevent perverse incentives in the compensation practices of financial institutions HR. 3310: To reform the financial regulatory system of the United States, and for other purposes H.R. 4173: to provide for financial regulatory reform, to protect consumers and investors, to enhance federal understanding of insurance issues, to regulate the over-the-counter derivatives markets, executive compensation H.R. 6334: to amend the Community Reinvestment Act of 1977 to improve the assessments of regulated financial institutions S 605 A bill to require the Securities and Exchange Commission to reinstate the uptick rule and effectively regulate abusive short selling activities. S. 961 to authorize the regulation of credit default swaps and other swap agreements, and for other purposes S. 1074 to provide shareholders with enhanced authority over the nomination, election, and compensation of public company executives S.1661: A bill to protect older Americans from misleading and fraudulent marketing practices, with the goal of increasing retirement security. S 3217 To promote the financial stability of the United States by improving accountability and transparency in the financial system, to end `too big to fail', to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices - regulatory reform
Filing targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)
PRINCIPAL FINANCIAL GROUP via PRINCIPAL FINANCIAL GROUP
2010 · fourth_quarter · Q4
S 350 An original bill to provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. HR 436 To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, and for other purposes. H.R. 1944 to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income H.R.4154: To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration. HR 4191 Securities Transaction Tax bill would impose a transaction tax of 0.25 percent on stock transactions and 0.02 percent on futures, swaps, and credit default swaps. H.R.4213: To amend the Internal Revenue Code of 1986 to extend certain expiring provisions H.R.4337/S 3948: Regulated Investment Company Modernization Act of 2009 - certain tax rules applicable to funds to similar rules applicable to individuals or real estate investment trusts. H.R.4853 - Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act To amend the Internal Revenue Code of 1986 to extend the funding and expenditure authority of the Airport and Airway Trust Fund, to amend title 49, United States Code, to extend authorizations for the airport improvement program, and for other purposes. S.722 A bill to amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. S. 1007 to amend the Internal Revenue Code of 1986 to deny a deduction for excessive compensation of any employee of an employer S. 2927, to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes;
HR 710 To secure additional Tier I capital for the U.S. banking system from parties other than the federal government by providing authority to the secretary of the treasury to guaranty certain new preferred stock investments made by public pensions acting in a collective fashion, and for other purposes HR 1754 To create a systemic risk monitor for the financial system of the United States, to oversee financial regulatory activities of the federal government, and for other purposes H.R.2221: To protect consumers by requiring reasonable security policies and procedures to protect computerized data containing personal information, and to provide for nationwide notice in the event of a security breach. HR. 3126: Establishment of the Consumer Financial Protection Agency H.R. 3269: To amend the Securities Exchange Act of 1934 to provide shareholders with an advisory vote on executive compensation and to prevent perverse incentives in the compensation practices of financial institutions HR. 3310: To reform the financial regulatory system of the United States, and for other purposes H.R. 4173: to provide for financial regulatory reform, to protect consumers and investors, to enhance federal understanding of insurance issues, to regulate the over-the-counter derivatives markets, executive compensation H.R. 6334: to amend the Community Reinvestment Act of 1977 to improve the assessments of regulated financial institutions S 605 A bill to require the Securities and Exchange Commission to reinstate the uptick rule and effectively regulate abusive short selling activities. S. 961 to authorize the regulation of credit default swaps and other swap agreements, and for other purposes S. 1074 to provide shareholders with enhanced authority over the nomination, election, and compensation of public company executives S.1661: A bill to protect older Americans from misleading and fraudulent marketing practices, with the goal of increasing retirement security. S 3217 To promote the financial stability of the United States by improving accountability and transparency in the financial system, to end `too big to fail', to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices - regulatory reform
HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer H.R. 1988 To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 1984 To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. HR 2021 To help rebuild retirement, college, and personal savings. H.R.2748 To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R.2779 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. H.R.2989 To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. HR 3936 Preserve Benefits and Jobs Act of 2009 was introduced to provide relief to pension plan sponsors HR 3962: Defined benefit relief H.R. 4915 an admendment would make technical corrections to the pension funding relief provisions of the Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act HR 4126 Retirement Fairness Act - the bill would amend the IRS Code to modify the nondiscrimination rules in qualified retirement plans H.R.4146: To amend title I of the Employee Retirement Income Security Act of 1974 to provide for disclosure regarding compensation for services to pension plans. HR 5297: Roth Conversion, roth contribution, and partial annuitization. HR 6099/S.3760: To amend the Internal Revenue Code of 1986 to expand personal saving and retirement savings coverage by enabling employees not covered by qualifying retirement plans to save for retirement through automatic IRA arrangements, and for other purposes. S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes. S.1297: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 2832: Lifetime Income Disclosure Act would require plan sponsors of defined contribution plans to inform plan participants of the projected monthly income they could expect at retirement based on their current account balance. S. Amend 3451 to HR 4213 - Defined Benefit Relief S 3793:Technical Corrections applicable to defined benenfit funding relief per HR 3962.
Filing targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)
PRINCIPAL FINANCIAL GROUP via PRINCIPAL FINANCIAL GROUP
2010 · third_quarter · Q3
S 350 An original bill to provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. HR 436 To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, and for other purposes. H.R. 1944 to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income H.R.4154: To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration. HR 4191 Securities Transaction Tax bill would impose a transaction tax of 0.25 percent on stock transactions and 0.02 percent on futures, swaps, and credit default swaps. H.R.4213: To amend the Internal Revenue Code of 1986 to extend certain expiring provisions H.R.4337 Regulated Investment Company Modernization Act of 2009 - certain tax rules applicable to funds to similar rules applicable to individuals or real estate investment trusts. S.722 A bill to amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. S. 1007 to amend the Internal Revenue Code of 1986 to deny a deduction for excessive compensation of any employee of an employer S. 2927, to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes;
HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer H.R. 1988 To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 1984 To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. HR 2021 To help rebuild retirement, college, and personal savings. H.R.2748 To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R.2779 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. H.R.2989 To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. HR 3936 Preserve Benefits and Jobs Act of 2009 was introduced to provide relief to pension plan sponsors HR 3962: Defined benefit relief HR 4126 Retirement Fairness Act - the bill would amend the IRS Code to modify the nondiscrimination rules in qualified retirement plans H.R.4146: To amend title I of the Employee Retirement Income Security Act of 1974 to provide for disclosure regarding compensation for services to pension plans. HR 5297: Roth Conversion, roth contribution, and partial annuitization. HR 6099/S.3760: To amend the Internal Revenue Code of 1986 to expand personal saving and retirement savings coverage by enabling employees not covered by qualifying retirement plans to save for retirement through automatic IRA arrangements, and for other purposes. S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes. S.1297: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 2832: Lifetime Income Disclosure Act would require plan sponsors of defined contribution plans to inform plan participants of the projected monthly income they could expect at retirement based on their current account balance. S. Amend 3451 to HR 4213 - Defined Benefit Relief S 3793:Technical Corrections applicable to defined benenfit funding relief per HR 3962.
HR 710 To secure additional Tier I capital for the U.S. banking system from parties other than the federal government by providing authority to the secretary of the treasury to guaranty certain new preferred stock investments made by public pensions acting in a collective fashion, and for other purposes HR 1754 To create a systemic risk monitor for the financial system of the United States, to oversee financial regulatory activities of the federal government, and for other purposes H.R.2221: To protect consumers by requiring reasonable security policies and procedures to protect computerized data containing personal information, and to provide for nationwide notice in the event of a security breach. HR. 3126: Establishment of the Consumer Financial Protection Agency H.R. 3269: To amend the Securities Exchange Act of 1934 to provide shareholders with an advisory vote on executive compensation and to prevent perverse incentives in the compensation practices of financial institutions HR. 3310: To reform the financial regulatory system of the United States, and for other purposes H.R. 4173: to provide for financial regulatory reform, to protect consumers and investors, to enhance federal understanding of insurance issues, to regulate the over-the-counter derivatives markets, executive compensation H.R. 6334: to amend the Community Reinvestment Act of 1977 to improve the assessments of regulated financial institutions S 605 A bill to require the Securities and Exchange Commission to reinstate the uptick rule and effectively regulate abusive short selling activities. S. 961 to authorize the regulation of credit default swaps and other swap agreements, and for other purposes S. 1074 to provide shareholders with enhanced authority over the nomination, election, and compensation of public company executives S.1661: A bill to protect older Americans from misleading and fraudulent marketing practices, with the goal of increasing retirement security. S 3217 To promote the financial stability of the United States by improving accountability and transparency in the financial system, to end `too big to fail', to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices - regulatory reform
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)
PRINCIPAL FINANCIAL GROUP via PRINCIPAL FINANCIAL GROUP
2010 · third_quarter · Q3
HR 710 To secure additional Tier I capital for the U.S. banking system from parties other than the federal government by providing authority to the secretary of the treasury to guaranty certain new preferred stock investments made by public pensions acting in a collective fashion, and for other purposes HR 1754 To create a systemic risk monitor for the financial system of the United States, to oversee financial regulatory activities of the federal government, and for other purposes H.R.2221: To protect consumers by requiring reasonable security policies and procedures to protect computerized data containing personal information, and to provide for nationwide notice in the event of a security breach. HR. 3126: Establishment of the Consumer Financial Protection Agency H.R. 3269: To amend the Securities Exchange Act of 1934 to provide shareholders with an advisory vote on executive compensation and to prevent perverse incentives in the compensation practices of financial institutions HR. 3310: To reform the financial regulatory system of the United States, and for other purposes H.R. 4173, to provide for financial regulatory reform, to protect consumers and investors, to enhance federal understanding of insurance issues, to regulate the over-the-counter derivatives markets, executive compensation S 605 A bill to require the Securities and Exchange Commission to reinstate the uptick rule and effectively regulate abusive short selling activities. S. 961 to authorize the regulation of credit default swaps and other swap agreements, and for other purposes S. 1074 to provide shareholders with enhanced authority over the nomination, election, and compensation of public company executives S.1661: A bill to protect older Americans from misleading and fraudulent marketing practices, with the goal of increasing retirement security. S 3217 To promote the financial stability of the United States by improving accountability and transparency in the financial system, to end `too big to fail', to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices - regulatory reform
HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer H.R. 1988 To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 1984 To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. HR 2021 To help rebuild retirement, college, and personal savings. H.R.2748 To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R.2779 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. H.R.2989 To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. HR 3936 Preserve Benefits and Jobs Act of 2009 was introduced to provide relief to pension plan sponsors HR 3962: Defined benefit relief HR 4126 Retirement Fairness Act - the bill would amend the IRS Code to modify the nondiscrimination rules in qualified retirement plans H.R.4146: To amend title I of the Employee Retirement Income Security Act of 1974 to provide for disclosure regarding compensation for services to pension plans. HR 5297: Roth Conversion, roth contribution, and partial annuitization. HR 6099/S.3760: To amend the Internal Revenue Code of 1986 to expand personal saving and retirement savings coverage by enabling employees not covered by qualifying retirement plans to save for retirement through automatic IRA arrangements, and for other purposes. S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes. S.1297: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 2832: Lifetime Income Disclosure Act would require plan sponsors of defined contribution plans to inform plan participants of the projected monthly income they could expect at retirement based on their current account balance. S. Amend 3451 to HR 4213 - Defined Benefit Relief S 3793:Technical Corrections applicable to defined benenfit funding relief per HR 3962.
S 350 An original bill to provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. HR 436 To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, and for other purposes. H.R. 1944 to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income H.R.4154: To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration. HR 4191 Securities Transaction Tax bill would impose a transaction tax of 0.25 percent on stock transactions and 0.02 percent on futures, swaps, and credit default swaps. H.R.4213: To amend the Internal Revenue Code of 1986 to extend certain expiring provisions H.R.4337 Regulated Investment Company Modernization Act of 2009 - certain tax rules applicable to funds to similar rules applicable to individuals or real estate investment trusts. S.722 A bill to amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. S. 1007 to amend the Internal Revenue Code of 1986 to deny a deduction for excessive compensation of any employee of an employer S. 2927, to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes;
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)
PRINCIPAL FINANCIAL GROUP via PRINCIPAL FINANCIAL GROUP
2010 · second_quarter · Q2
S 350 An original bill to provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. HR 436 To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, and for other purposes. HR 598 To provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. H.R. 1944 to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income H.R.4154: To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration. HR 4191 Securities Transaction Tax bill would impose a transaction tax of 0.25 percent on stock transactions and 0.02 percent on futures, swaps, and credit default swaps. H.R.4213: To amend the Internal Revenue Code of 1986 to extend certain expiring provisions H.R.4337 Regulated Investment Company Modernization Act of 2009 - certain tax rules applicable to funds to similar rules applicable to individuals or real estate investment trusts. S.722 A bill to amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. S. 1007 to amend the Internal Revenue Code of 1986 to deny a deduction for excessive compensation of any employee of an employer S. 2927, to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes;
HR 710 To secure additional Tier I capital for the U.S. banking system from parties other than the federal government by providing authority to the secretary of the treasury to guaranty certain new preferred stock investments made by public pensions acting in a collective fashion, and for other purposes HR 1754 To create a systemic risk monitor for the financial system of the United States, to oversee financial regulatory activities of the federal government, and for other purposes H.R.2221: To protect consumers by requiring reasonable security policies and procedures to protect computerized data containing personal information, and to provide for nationwide notice in the event of a security breach. HR. 3126: Establishment of the Consumer Financial Protection Agency H.R. 3269: To amend the Securities Exchange Act of 1934 to provide shareholders with an advisory vote on executive compensation and to prevent perverse incentives in the compensation practices of financial institutions HR. 3310: To reform the financial regulatory system of the United States, and for other purposes H.R.3817: To provide the Securities and Exchange Commission with additional authorities to protect investors from violations of the securities laws H.R. 4173, to provide for financial regulatory reform, to protect consumers and investors, to enhance federal understanding of insurance issues, to regulate the over-the-counter derivatives markets, executive compensation S 344 A bill to require hedge funds to register with the Securities and Exchange Commission, and for other purposes S 605 A bill to require the Securities and Exchange Commission to reinstate the uptick rule and effectively regulate abusive short selling activities. S. 961 to authorize the regulation of credit default swaps and other swap agreements, and for other purposes S. 1006 to require a supermajority shareholder vote to approve excessive compensation of any employee of a publicly-traded company S. 1074 to provide shareholders with enhanced authority over the nomination, election, and compensation of public company executives S. 1276 A bill to require investment advisers to private funds, including hedge funds, private equity funds, venture capital funds, and others to register with the Securities and Exchange Commission, and for other purposes. S.1661: A bill to protect older Americans from misleading and fraudulent marketing practices, with the goal of increasing retirement security. S. 3149 to amend the Internal Revenue Code of 1986 to limit certain executive compensation paid by systemically significant financial institutions S 3217 To promote the financial stability of the United States by improving accountability and transparency in the financial system, to end `too big to fail', to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices - regulatory reform
HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer H.R. 1988 To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 1984 To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. HR 2021 To help rebuild retirement, college, and personal savings. H.R.2748 To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R.2779 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. H.R.2989 To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. HR 3936 Preserve Benefits and Jobs Act of 2009 was introduced to provide relief to pension plan sponsors HR 3962: Defined benefit relief HR 4126 Retirement Fairness Act - the bill would amend the IRS Code to modify the nondiscrimination rules in qualified retirement plans H.R.4146: To amend title I of the Employee Retirement Income Security Act of 1974 to provide for disclosure regarding compensation for services to pension plans. HR 5297: Roth Conversion S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes. S.1297: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 2832: Lifetime Income Disclosure Act would require plan sponsors of defined contribution plans to inform plan participants of the projected monthly income they could expect at retirement based on their current account balance. S. Amend 3451 to HR 4213 - Defined Benefit Relief
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)
PRINCIPAL FINANCIAL GROUP via PRINCIPAL FINANCIAL GROUP
2010 · first_quarter · Q1
S 350 An original bill to provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. HR 436 To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, and for other purposes. HR 598 To provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. HR 971 To amend the Internal Revenue Code of 1986 to provide commuter flexible spending arrangements H.R. 1944 to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income H.R. 2526 to amend the Internal Revenue Code of 1986 to increase participation in medical flexible spending arrangements H.R.4154: To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration. HR 4191 Securities Transaction Tax bill would impose a transaction tax of 0.25 percent on stock transactions and 0.02 percent on futures, swaps, and credit default swaps. H.R.4213: To amend the Internal Revenue Code of 1986 to extend certain expiring provisions S.722 A bill to amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. S. 1007 to amend the Internal Revenue Code of 1986 to deny a deduction for excessive compensation of any employee of an employer S. 2883 To amend the Internal Revenue Code of 1986 to provide for the distribution of remaining balances in flexible spending arrangements upon termination from employment. S. 2927, to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes;
PRINCIPAL FINANCIAL GROUP via PRINCIPAL FINANCIAL GROUP
2009 · fourth_quarter · Q4
HR 710 To secure additional Tier I capital for the U.S. banking system from parties other than the federal government by providing authority to the secretary of the treasury to guaranty certain new preferred stock investments made by public pensions acting in a collective fashion, and for other purposes HR 977 To amend the Commodity Exchange Act to bring greater transparency and accountability to commodity markets, and for other purposes. HR 1754 To create a systemic risk monitor for the financial system of the United States, to oversee financial regulatory activities of the federal government, and for other purposes H.R.2221: To protect consumers by requiring reasonable security policies and procedures to protect computerized data containing personal information, and to provide for nationwide notice in the event of a security breach. HR. 3126: Establishment of the Consumer Financial Protection Agency H.R. 3269: To amend the Securities Exchange Act of 1934 to provide shareholders with an advisory vote on executive compensation and to prevent perverse incentives in the compensation practices of financial institutions HR. 3310: To reform the financial regulatory system of the United States, and for other purposes H.R.3817: To provide the Securities and Exchange Commission with additional authorities to protect investors from violations of the securities laws H.R.3996 To improve financial stability H.R. 4173, to provide for financial regulatory reform, to protect consumers and investors, to enhance federal understanding of insurance issues, to regulate the over-the-counter derivatives markets, executive compensation S 272 A bill to amend the Commodity Exchange Act to ensure that all agreements, contracts, and transactions with respect to commodities are carried out on a regulated exchange, and for other purposes. S 344 A bill to require hedge funds to register with the Securities and Exchange Commission, and for other purposes S 356 A bill to amend the Bank Holding Company Act of 1956 and the Revised Statutes of the United States to prohibit financial holding companies and national banks from engaging, directly or indirectly, in real estate brokerage or real estate management activities, and for other purposes. S 605 A bill to require the Securities and Exchange Commission to reinstate the uptick rule and effectively regulate abusive short selling activities. S. 961 to authorize the regulation of credit default swaps and other swap agreements, and for other purposes S. 1006 to require a supermajority shareholder vote to approve excessive compensation of any employee of a publicly-traded company S. 1074 to provide shareholders with enhanced authority over the nomination, election, and compensation of public company executives S. 1276 A bill to require investment advisers to private funds, including hedge funds, private equity funds, venture capital funds, and others to register with the Securities and Exchange Commission, and for other purposes. Restoring American Financial Stability Act of 2009- To identify and address risks to the stability of the United States financial system through the establishment of the Agency for Financial Stability, to ensure the orderly resolution of failing complex financial institutions S.1661: A bill to protect older Americans from misleading and fraudulent marketing practices, with the goal of increasing retirement security.
PRINCIPAL FINANCIAL GROUP via PRINCIPAL FINANCIAL GROUP
2009 · third_quarter · Q3
HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer H.R. 1988 To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 1984 To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. HR 2021 To help rebuild retirement, college, and personal savings. H.R.2748 To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R.2779 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. H.R.2989 To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes. S.1297: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments.
PRINCIPAL FINANCIAL GROUP via PRINCIPAL FINANCIAL GROUP
2009 · second_quarter · Q2
HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer H.R. 1988 To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 1984 To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. HR 2021 To help rebuild retirement, college, and personal savings. H.R.2748 To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R.2779 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. H.R.2989 To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes.
PRINCIPAL FINANCIAL GROUP via PRINCIPAL FINANCIAL GROUP
2009 · first_quarter · Q1
S 350 An original bill to provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. HR 436 To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, and for other purposes. HR 598 To provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. HR 971 To amend the Internal Revenue Code of 1986 to provide commuter flexible spending arrangements H. Con. Res. 85 Setting forth the congressional budget for the United States Government for fiscal year 2010 and including the appropriate budgetary levels for fiscal years 2009 and 2011 through 2014. S.722 A bill to amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes.
PRINCIPAL FINANCIAL GROUP via PRINCIPAL FINANCIAL GROUP
2009 · first_quarter · RA
Pensions 401(k)s
Pensions 401(k)s
Pensions 401(k)s
Pensions 401(k)s
HR 710 To secure additional Tier I capital for the U.S. banking system from parties other than the federal government by providing authority to the secretary of the treasury to guaranty certain new preferred stock investments made by public pensions acting in a collective fashion, and for other purposes HR 977 To amend the Commodity Exchange Act to bring greater transparency and accountability to commodity markets, and for other purposes. HR 1754 To create a systemic risk monitor for the financial system of the United States, to oversee financial regulatory activities of the federal government, and for other purposes H.R.2221: To protect consumers by requiring reasonable security policies and procedures to protect computerized data containing personal information, and to provide for nationwide notice in the event of a security breach. HR. 3126: Establishment of the Consumer Financial Protection Agency H.R. 3269: To amend the Securities Exchange Act of 1934 to provide shareholders with an advisory vote on executive compensation and to prevent perverse incentives in the compensation practices of financial institutions HR. 3310: To reform the financial regulatory system of the United States, and for other purposes H.R.3817: To provide the Securities and Exchange Commission with additional authorities to protect investors from violations of the securities laws H.R.3996 To improve financial stability H.R. 4173, to provide for financial regulatory reform, to protect consumers and investors, to enhance federal understanding of insurance issues, to regulate the over-the-counter derivatives markets, executive compensation S 272 A bill to amend the Commodity Exchange Act to ensure that all agreements, contracts, and transactions with respect to commodities are carried out on a regulated exchange, and for other purposes. S 344 A bill to require hedge funds to register with the Securities and Exchange Commission, and for other purposes S 356 A bill to amend the Bank Holding Company Act of 1956 and the Revised Statutes of the United States to prohibit financial holding companies and national banks from engaging, directly or indirectly, in real estate brokerage or real estate management activities, and for other purposes. S 605 A bill to require the Securities and Exchange Commission to reinstate the uptick rule and effectively regulate abusive short selling activities. S. 961 to authorize the regulation of credit default swaps and other swap agreements, and for other purposes S. 1006 to require a supermajority shareholder vote to approve excessive compensation of any employee of a publicly-traded company S. 1074 to provide shareholders with enhanced authority over the nomination, election, and compensation of public company executives S. 1276 A bill to require investment advisers to private funds, including hedge funds, private equity funds, venture capital funds, and others to register with the Securities and Exchange Commission, and for other purposes. S.1661: A bill to protect older Americans from misleading and fraudulent marketing practices, with the goal of increasing retirement security. S. 3149 to amend the Internal Revenue Code of 1986 to limit certain executive compensation paid by systemically significant financial institutions S 3217 To promote the financial stability of the United States by improving accountability and transparency in the financial system, to end `too big to fail', to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices - regulatory reform
HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer H.R. 1988 To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 1984 To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. HR 2021 To help rebuild retirement, college, and personal savings. H.R.2748 To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R.2779 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. H.R.2989 To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. HR 3936 Preserve Benefits and Jobs Act of 2009 was introduced to provide relief to pension plan sponsors HR 4126 Retirement Fairness Act - the bill would amend the IRS Code to modify the nondiscrimination rules in qualified retirement plans H.R.4146: To amend title I of the Employee Retirement Income Security Act of 1974 to provide for disclosure regarding compensation for services to pension plans. S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes. S.1297: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 2832: Lifetime Income Disclosure Act would require plan sponsors of defined contribution plans to inform plan participants of the projected monthly income they could expect at retirement based on their current account balance. S. Amend 3451 to HR 4213 - Defined Benefit Relief
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)
HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer H.R. 1988 To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 1984 To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. HR 2021 To help rebuild retirement, college, and personal savings. H.R.2748 To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R.2779 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. H.R.2989 To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. HR 3936 Preserve Benefits and Jobs Act of 2009 was introduced to provide relief to pension plan sponsors HR 4126 Retirement Fairness Act - the bill would amend the IRS Code to modify the nondiscrimination rules in qualified retirement plans H.R.4146: To amend title I of the Employee Retirement Income Security Act of 1974 to provide for disclosure regarding compensation for services to pension plans. S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes. S.1297: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 2832: Lifetime Income Disclosure Act would require plan sponsors of defined contribution plans to inform plan participants of the projected monthly income they could expect at retirement based on their current account balance.
S 350 An original bill to provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. HR 436 To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, and for other purposes. HR 598 To provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. HR 971 To amend the Internal Revenue Code of 1986 to provide commuter flexible spending arrangements H. Con. Res. 85 Setting forth the congressional budget for the United States Government for fiscal year 2010 and including the appropriate budgetary levels for fiscal years 2009 and 2011 through 2014. H.R. 1944 to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income H.R. 2526 to amend the Internal Revenue Code of 1986 to increase participation in medical flexible spending arrangements H.R.4154: To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration. HR 4191 Securities Transaction Tax bill would impose a transaction tax of 0.25 percent on stock transactions and 0.02 percent on futures, swaps, and credit default swaps. H.R.4213: To amend the Internal Revenue Code of 1986 to extend certain expiring provisions S.722 A bill to amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. S. 1007 to amend the Internal Revenue Code of 1986 to deny a deduction for excessive compensation of any employee of an employer S. 2883 To amend the Internal Revenue Code of 1986 to provide for the distribution of remaining balances in flexible spending arrangements upon termination from employment. S. 2927, to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes;
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)
Regulatory reform Over-the-Counter Derivatives Markets Act of 2009 HR 710 To secure additional Tier I capital for the U.S. banking system from parties other than the federal government by providing authority to the secretary of the treasury to guaranty certain new preferred stock investments made by public pensions acting in a collective fashion, and for other purposes HR 977 To amend the Commodity Exchange Act to bring greater transparency and accountability to commodity markets, and for other purposes. HR 1754 To create a systemic risk monitor for the financial system of the United States, to oversee financial regulatory activities of the federal government, and for other purposes H.R.2221: To protect consumers by requiring reasonable security policies and procedures to protect computerized data containing personal information, and to provide for nationwide notice in the event of a security breach. HR. 3126: Establishment of the Consumer Financial Protection Agency H.R. 3269: To amend the Securities Exchange Act of 1934 to provide shareholders with an advisory vote on executive compensation and to prevent perverse incentives in the compensation practices of financial institutions HR. 3310: To reform the financial regulatory system of the United States, and for other purposes S 272 A bill to amend the Commodity Exchange Act to ensure that all agreements, contracts, and transactions with respect to commodities are carried out on a regulated exchange, and for other purposes. S 344 A bill to require hedge funds to register with the Securities and Exchange Commission, and for other purposes S 356 A bill to amend the Bank Holding Company Act of 1956 and the Revised Statutes of the United States to prohibit financial holding companies and national banks from engaging, directly or indirectly, in real estate brokerage or real estate management activities, and for other purposes. S 605 A bill to require the Securities and Exchange Commission to reinstate the uptick rule and effectively regulate abusive short selling activities. S. 961 to authorize the regulation of credit default swaps and other swap agreements, and for other purposes S. 1006 to require a supermajority shareholder vote to approve excessive compensation of any employee of a publicly-traded company S. 1074 to provide shareholders with enhanced authority over the nomination, election, and compensation of public company executives S. 1276 A bill to require investment advisers to private funds, including hedge funds, private equity funds, venture capital funds, and others to register with the Securities and Exchange Commission, and for other purposes.
S 350 An original bill to provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. Tax extender and tax reform HR 436 To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, and for other purposes. HR 598 To provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. HR 971 To amend the Internal Revenue Code of 1986 to provide commuter flexible spending arrangements H. Con. Res. 85 Setting forth the congressional budget for the United States Government for fiscal year 2010 and including the appropriate budgetary levels for fiscal years 2009 and 2011 through 2014. H.R. 1944 to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income H.R. 2526 to amend the Internal Revenue Code of 1986 to increase participation in medical flexible spending arrangements S.722 A bill to amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. S. 1007 to amend the Internal Revenue Code of 1986 to deny a deduction for excessive compensation of any employee of an employer
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)
S 350 An original bill to provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. HR 436 To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, and for other purposes. HR 598 To provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. HR 971 To amend the Internal Revenue Code of 1986 to provide commuter flexible spending arrangements H. Con. Res. 85 Setting forth the congressional budget for the United States Government for fiscal year 2010 and including the appropriate budgetary levels for fiscal years 2009 and 2011 through 2014. H.R. 1944 to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income H.R. 2526 to amend the Internal Revenue Code of 1986 to increase participation in medical flexible spending arrangements S.722 A bill to amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. S. 1007 to amend the Internal Revenue Code of 1986 to deny a deduction for excessive compensation of any employee of an employer
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)
HR 656 To amend the Internal Revenue Code of 1986 to allow certain individuals who have attained age 50 and who are unemployed to receive distributions from qualified retirement plans without incurring a 10 percent additional tax HR 11 To amend title VII of the Civil Rights Act of 1964 and the Age Discrimination in Employment Act of 1967, and to modify the operation of the Americans with Disabilities Act of 1990 and the Rehabilitation Act of 1973, to clarify that a discriminatory compensation decision or other practice that is unlawful under such Acts occurs each time compensation is paid pursuant to the discriminatory compensation decision or other practice, to amend the Fair Labor Standards Act of 1938 to provide more effective remedies to victims of discrimination in the payment of wages on the basis of sex, and for other purposes. HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer. S 181 To amend title VII of the Civil Rights Act of 1964 and the Age Discrimination in Employment Act of 1967, and to modify the operation of the Americans with Disabilities Act of 1990 and the Rehabilitation Act of 1973, to clarify that a discriminatory compensation decision or other practice that is unlawful under such laws occurs each time compensation is paid pursuant to the discriminatory compensation decision or other practice. S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes.
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, SENATE
Pensions 401(k)s