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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.
Generating Retirement Ownership through Long-Term Holding
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1526, Retirement Savings for Americans Act of 2025 S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S. 2207, To amend the IRC of 1986 to reform the treatment of digital assets S. 4498, ABLE Tomorrow Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 8899, Digital Asset PARITY Act P.L. 119-21, Trump Accounts Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
Generating Retirement Ownership through Long-Term Holding
Client: INVESTMENT COMPANY INSTITUTE · Firm:
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2026 · third_quarter · Q3
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Source: Senate LDA
S 1526, Retirement Savings for Americans Act of 2025 S 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S 2207, To amend the IRC of 1986 to reform the treatment of digital assets HR 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act HR 2696, Retirement Savings for Americans Act of 2025 Digital Asset PARITY Act PL 119-21, Trump Accounts implementation Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
Generating Retirement Ownership through Long-Term Holding
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1526, Retirement Savings for Americans Act of 2025 S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S. 2207, To amend the IRC of 1986 to reform the treatment of digital assets S. 4498, ABLE Tomorrow Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 8899, Digital Asset PARITY Act P.L. 119-21, Trump Accounts implementation Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules E.O. Promoting Retirement-Savings Access for American Workers by Establishing TrumpIRA.gov Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
Financial Exploitation Prevention Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 H.R. 8398, GUARD Financial Data Act P.L. 119-27, GENIUS Act Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform Restricting institutional investors from buying single-family homes SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Financial Exploitation Prevention Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S 1808, Access to Small Business Investor Capital Act S 1877, Improving Disclosure for Investors Act of 2025 S 2840, Financial Exploitation Prevention Act of 2025 S 3578, Financial Stability Oversight Council Improvement Act of 2025 S 3671, Increasing Investor Opportunities Act S 4064, Digital Commodity Intermediaries Act HR 2478, Financial Exploitation Prevention Act of 2025 HR 3383, INVEST Act (Sections 202, 205, 206, 302) HR 3682, Financial Stability Oversight Council Improvement Act of 2025 PL 119-27, GENIUS Act Escheatment of securities Exempt unlisted BDCs from State regulation Infrastructure Financing Investment Company Act of 1940 modernization SEC Political Contributions Rule Proxy process reform Restricting institutional investors from buying single-family homes SEC and CFTC Statutory Disqualifications Tokenization
Financial Exploitation Prevention Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Retirement Savings for Americans Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 1526, Retirement Savings for Americans Act of 2025 S 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S 2207, To amend the IRC of 1986 to reform the treatment of digital assets HR 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act HR 2696, Retirement Savings for Americans Act of 2025 Digital Asset PARITY Act PL 119-21, Trump Accounts implementation Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
Retirement Savings for Americans Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1526, Retirement Savings for Americans Act of 2025 S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S. 2207, To amend the IRC of 1986 to reform the treatment of digital assets S. 4498, ABLE Tomorrow Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 8899, Digital Asset PARITY Act P.L. 119-21, Trump Accounts Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
Retirement Savings for Americans Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1526, Retirement Savings for Americans Act of 2025 S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S. 2207, To amend the IRC of 1986 to reform the treatment of digital assets S. 4498, ABLE Tomorrow Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 8899, Digital Asset PARITY Act P.L. 119-21, Trump Accounts implementation Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules E.O. Promoting Retirement-Savings Access for American Workers by Establishing TrumpIRA.gov Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
EBSA Investigations Transparency Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 3086, Restoring Integrity in Fiduciary Duty Act HR 2869, EBSA Investigations Transparency Act HR 2958, Balance the Scales Act HR 2988, Protecting Prudent Investment of Retirement Savings Act HR 6084, ERISA Litigation Reform Act EO on Democratizing Access to Alternative Assets for 401(k) Investors DOL proposed rule on "Fiduciary Duties in Selecting Designated Investment Alternatives"
Balance the Scales Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 3086, Restoring Integrity in Fiduciary Duty Act HR 2869, EBSA Investigations Transparency Act HR 2958, Balance the Scales Act HR 2988, Protecting Prudent Investment of Retirement Savings Act HR 6084, ERISA Litigation Reform Act EO on Democratizing Access to Alternative Assets for 401(k) Investors DOL proposed rule on "Fiduciary Duties in Selecting Designated Investment Alternatives"
Protecting Prudent Investment of Retirement Savings Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 3086, Restoring Integrity in Fiduciary Duty Act HR 2869, EBSA Investigations Transparency Act HR 2958, Balance the Scales Act HR 2988, Protecting Prudent Investment of Retirement Savings Act HR 6084, ERISA Litigation Reform Act EO on Democratizing Access to Alternative Assets for 401(k) Investors DOL proposed rule on "Fiduciary Duties in Selecting Designated Investment Alternatives"
Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 H.R. 8398, GUARD Financial Data Act P.L. 119-27, GENIUS Act Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform Restricting institutional investors from buying single-family homes SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S 1808, Access to Small Business Investor Capital Act S 1877, Improving Disclosure for Investors Act of 2025 S 2840, Financial Exploitation Prevention Act of 2025 S 3578, Financial Stability Oversight Council Improvement Act of 2025 S 3671, Increasing Investor Opportunities Act S 4064, Digital Commodity Intermediaries Act HR 2478, Financial Exploitation Prevention Act of 2025 HR 3383, INVEST Act (Sections 202, 205, 206, 302) HR 3682, Financial Stability Oversight Council Improvement Act of 2025 PL 119-27, GENIUS Act Escheatment of securities Exempt unlisted BDCs from State regulation Infrastructure Financing Investment Company Act of 1940 modernization SEC Political Contributions Rule Proxy process reform Restricting institutional investors from buying single-family homes SEC and CFTC Statutory Disqualifications Tokenization
Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Digital Asset Market Clarity Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Digital Asset Market Clarity Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 H.R. 8398, GUARD Financial Data Act P.L. 119-27, GENIUS Act Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform Restricting institutional investors from buying single-family homes SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Financial Stability Oversight Council Improvement Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S 1808, Access to Small Business Investor Capital Act S 1877, Improving Disclosure for Investors Act of 2025 S 2840, Financial Exploitation Prevention Act of 2025 S 3578, Financial Stability Oversight Council Improvement Act of 2025 S 3671, Increasing Investor Opportunities Act S 4064, Digital Commodity Intermediaries Act HR 2478, Financial Exploitation Prevention Act of 2025 HR 3383, INVEST Act (Sections 202, 205, 206, 302) HR 3682, Financial Stability Oversight Council Improvement Act of 2025 PL 119-27, GENIUS Act Escheatment of securities Exempt unlisted BDCs from State regulation Infrastructure Financing Investment Company Act of 1940 modernization SEC Political Contributions Rule Proxy process reform Restricting institutional investors from buying single-family homes SEC and CFTC Statutory Disqualifications Tokenization
Financial Stability Oversight Council Improvement Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Financial Stability Oversight Council Improvement Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 H.R. 8398, GUARD Financial Data Act P.L. 119-27, GENIUS Act Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform Restricting institutional investors from buying single-family homes SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
ERISA Litigation Reform Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 3086, Restoring Integrity in Fiduciary Duty Act HR 2869, EBSA Investigations Transparency Act HR 2958, Balance the Scales Act HR 2988, Protecting Prudent Investment of Retirement Savings Act HR 6084, ERISA Litigation Reform Act EO on Democratizing Access to Alternative Assets for 401(k) Investors DOL proposed rule on "Fiduciary Duties in Selecting Designated Investment Alternatives"
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 H.R. 8398, GUARD Financial Data Act P.L. 119-27, GENIUS Act Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform Restricting institutional investors from buying single-family homes SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Guidelines for Use, Access, and Responsible Disclosure of Financial Data Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 H.R. 8398, GUARD Financial Data Act P.L. 119-27, GENIUS Act Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform Restricting institutional investors from buying single-family homes SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Digital Asset PARITY Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1526, Retirement Savings for Americans Act of 2025 S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S. 2207, To amend the IRC of 1986 to reform the treatment of digital assets S. 4498, ABLE Tomorrow Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 8899, Digital Asset PARITY Act P.L. 119-21, Trump Accounts Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
Digital Asset PARITY Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1526, Retirement Savings for Americans Act of 2025 S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S. 2207, To amend the IRC of 1986 to reform the treatment of digital assets S. 4498, ABLE Tomorrow Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 8899, Digital Asset PARITY Act P.L. 119-21, Trump Accounts implementation Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules E.O. Promoting Retirement-Savings Access for American Workers by Establishing TrumpIRA.gov Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
Retirement Savings for Americans Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1526, Retirement Savings for Americans Act of 2025 S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S. 2207, To amend the IRC of 1986 to reform the treatment of digital assets S. 4498, ABLE Tomorrow Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 8899, Digital Asset PARITY Act P.L. 119-21, Trump Accounts Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
Retirement Savings for Americans Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 1526, Retirement Savings for Americans Act of 2025 S 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S 2207, To amend the IRC of 1986 to reform the treatment of digital assets HR 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act HR 2696, Retirement Savings for Americans Act of 2025 Digital Asset PARITY Act PL 119-21, Trump Accounts implementation Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
Retirement Savings for Americans Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1526, Retirement Savings for Americans Act of 2025 S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S. 2207, To amend the IRC of 1986 to reform the treatment of digital assets S. 4498, ABLE Tomorrow Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 8899, Digital Asset PARITY Act P.L. 119-21, Trump Accounts implementation Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules E.O. Promoting Retirement-Savings Access for American Workers by Establishing TrumpIRA.gov Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
Access to Small Business Investor Capital Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S 1808, Access to Small Business Investor Capital Act S 1877, Improving Disclosure for Investors Act of 2025 S 2840, Financial Exploitation Prevention Act of 2025 S 3578, Financial Stability Oversight Council Improvement Act of 2025 S 3671, Increasing Investor Opportunities Act S 4064, Digital Commodity Intermediaries Act HR 2478, Financial Exploitation Prevention Act of 2025 HR 3383, INVEST Act (Sections 202, 205, 206, 302) HR 3682, Financial Stability Oversight Council Improvement Act of 2025 PL 119-27, GENIUS Act Escheatment of securities Exempt unlisted BDCs from State regulation Infrastructure Financing Investment Company Act of 1940 modernization SEC Political Contributions Rule Proxy process reform Restricting institutional investors from buying single-family homes SEC and CFTC Statutory Disqualifications Tokenization
Access to Small Business Investor Capital Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Access to Small Business Investor Capital Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 H.R. 8398, GUARD Financial Data Act P.L. 119-27, GENIUS Act Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform Restricting institutional investors from buying single-family homes SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Generating Retirement Ownership through Long-Term Holding
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1526, Retirement Savings for Americans Act of 2025 S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S. 2207, To amend the IRC of 1986 to reform the treatment of digital assets S. 4498, ABLE Tomorrow Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 8899, Digital Asset PARITY Act P.L. 119-21, Trump Accounts implementation Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules E.O. Promoting Retirement-Savings Access for American Workers by Establishing TrumpIRA.gov Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
Generating Retirement Ownership through Long-Term Holding
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 1526, Retirement Savings for Americans Act of 2025 S 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S 2207, To amend the IRC of 1986 to reform the treatment of digital assets HR 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act HR 2696, Retirement Savings for Americans Act of 2025 Digital Asset PARITY Act PL 119-21, Trump Accounts implementation Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
Generating Retirement Ownership through Long-Term Holding
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1526, Retirement Savings for Americans Act of 2025 S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S. 2207, To amend the IRC of 1986 to reform the treatment of digital assets S. 4498, ABLE Tomorrow Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 8899, Digital Asset PARITY Act P.L. 119-21, Trump Accounts Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
Improving Disclosure for Investors Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Improving Disclosure for Investors Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 H.R. 8398, GUARD Financial Data Act P.L. 119-27, GENIUS Act Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform Restricting institutional investors from buying single-family homes SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Improving Disclosure for Investors Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S 1808, Access to Small Business Investor Capital Act S 1877, Improving Disclosure for Investors Act of 2025 S 2840, Financial Exploitation Prevention Act of 2025 S 3578, Financial Stability Oversight Council Improvement Act of 2025 S 3671, Increasing Investor Opportunities Act S 4064, Digital Commodity Intermediaries Act HR 2478, Financial Exploitation Prevention Act of 2025 HR 3383, INVEST Act (Sections 202, 205, 206, 302) HR 3682, Financial Stability Oversight Council Improvement Act of 2025 PL 119-27, GENIUS Act Escheatment of securities Exempt unlisted BDCs from State regulation Infrastructure Financing Investment Company Act of 1940 modernization SEC Political Contributions Rule Proxy process reform Restricting institutional investors from buying single-family homes SEC and CFTC Statutory Disqualifications Tokenization
A bill to amend the Internal Revenue Code of 1986 to reform the treatment of digital assets.
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 1526, Retirement Savings for Americans Act of 2025 S 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S 2207, To amend the IRC of 1986 to reform the treatment of digital assets HR 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act HR 2696, Retirement Savings for Americans Act of 2025 Digital Asset PARITY Act PL 119-21, Trump Accounts implementation Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
A bill to amend the Internal Revenue Code of 1986 to reform the treatment of digital assets.
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1526, Retirement Savings for Americans Act of 2025 S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S. 2207, To amend the IRC of 1986 to reform the treatment of digital assets S. 4498, ABLE Tomorrow Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 8899, Digital Asset PARITY Act P.L. 119-21, Trump Accounts implementation Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules E.O. Promoting Retirement-Savings Access for American Workers by Establishing TrumpIRA.gov Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
A bill to amend the Internal Revenue Code of 1986 to reform the treatment of digital assets.
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1526, Retirement Savings for Americans Act of 2025 S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S. 2207, To amend the IRC of 1986 to reform the treatment of digital assets S. 4498, ABLE Tomorrow Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 8899, Digital Asset PARITY Act P.L. 119-21, Trump Accounts Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
Financial Exploitation Prevention Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Financial Exploitation Prevention Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S 1808, Access to Small Business Investor Capital Act S 1877, Improving Disclosure for Investors Act of 2025 S 2840, Financial Exploitation Prevention Act of 2025 S 3578, Financial Stability Oversight Council Improvement Act of 2025 S 3671, Increasing Investor Opportunities Act S 4064, Digital Commodity Intermediaries Act HR 2478, Financial Exploitation Prevention Act of 2025 HR 3383, INVEST Act (Sections 202, 205, 206, 302) HR 3682, Financial Stability Oversight Council Improvement Act of 2025 PL 119-27, GENIUS Act Escheatment of securities Exempt unlisted BDCs from State regulation Infrastructure Financing Investment Company Act of 1940 modernization SEC Political Contributions Rule Proxy process reform Restricting institutional investors from buying single-family homes SEC and CFTC Statutory Disqualifications Tokenization
Financial Exploitation Prevention Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 H.R. 8398, GUARD Financial Data Act P.L. 119-27, GENIUS Act Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform Restricting institutional investors from buying single-family homes SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Restoring Integrity in Fiduciary Duty Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 3086, Restoring Integrity in Fiduciary Duty Act HR 2869, EBSA Investigations Transparency Act HR 2958, Balance the Scales Act HR 2988, Protecting Prudent Investment of Retirement Savings Act HR 6084, ERISA Litigation Reform Act EO on Democratizing Access to Alternative Assets for 401(k) Investors DOL proposed rule on "Fiduciary Duties in Selecting Designated Investment Alternatives"
Financial Stability Oversight Council Improvement Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 H.R. 8398, GUARD Financial Data Act P.L. 119-27, GENIUS Act Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform Restricting institutional investors from buying single-family homes SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Financial Stability Oversight Council Improvement Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S 1808, Access to Small Business Investor Capital Act S 1877, Improving Disclosure for Investors Act of 2025 S 2840, Financial Exploitation Prevention Act of 2025 S 3578, Financial Stability Oversight Council Improvement Act of 2025 S 3671, Increasing Investor Opportunities Act S 4064, Digital Commodity Intermediaries Act HR 2478, Financial Exploitation Prevention Act of 2025 HR 3383, INVEST Act (Sections 202, 205, 206, 302) HR 3682, Financial Stability Oversight Council Improvement Act of 2025 PL 119-27, GENIUS Act Escheatment of securities Exempt unlisted BDCs from State regulation Infrastructure Financing Investment Company Act of 1940 modernization SEC Political Contributions Rule Proxy process reform Restricting institutional investors from buying single-family homes SEC and CFTC Statutory Disqualifications Tokenization
Financial Stability Oversight Council Improvement Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Increasing Investor Opportunities Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Increasing Investor Opportunities Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 H.R. 8398, GUARD Financial Data Act P.L. 119-27, GENIUS Act Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform Restricting institutional investors from buying single-family homes SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Increasing Investor Opportunities Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S 1808, Access to Small Business Investor Capital Act S 1877, Improving Disclosure for Investors Act of 2025 S 2840, Financial Exploitation Prevention Act of 2025 S 3578, Financial Stability Oversight Council Improvement Act of 2025 S 3671, Increasing Investor Opportunities Act S 4064, Digital Commodity Intermediaries Act HR 2478, Financial Exploitation Prevention Act of 2025 HR 3383, INVEST Act (Sections 202, 205, 206, 302) HR 3682, Financial Stability Oversight Council Improvement Act of 2025 PL 119-27, GENIUS Act Escheatment of securities Exempt unlisted BDCs from State regulation Infrastructure Financing Investment Company Act of 1940 modernization SEC Political Contributions Rule Proxy process reform Restricting institutional investors from buying single-family homes SEC and CFTC Statutory Disqualifications Tokenization
Digital Commodity Intermediaries Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S 1808, Access to Small Business Investor Capital Act S 1877, Improving Disclosure for Investors Act of 2025 S 2840, Financial Exploitation Prevention Act of 2025 S 3578, Financial Stability Oversight Council Improvement Act of 2025 S 3671, Increasing Investor Opportunities Act S 4064, Digital Commodity Intermediaries Act HR 2478, Financial Exploitation Prevention Act of 2025 HR 3383, INVEST Act (Sections 202, 205, 206, 302) HR 3682, Financial Stability Oversight Council Improvement Act of 2025 PL 119-27, GENIUS Act Escheatment of securities Exempt unlisted BDCs from State regulation Infrastructure Financing Investment Company Act of 1940 modernization SEC Political Contributions Rule Proxy process reform Restricting institutional investors from buying single-family homes SEC and CFTC Statutory Disqualifications Tokenization
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 H.R. 8398, GUARD Financial Data Act P.L. 119-27, GENIUS Act Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform Restricting institutional investors from buying single-family homes SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S 1808, Access to Small Business Investor Capital Act S 1877, Improving Disclosure for Investors Act of 2025 S 2840, Financial Exploitation Prevention Act of 2025 S 3578, Financial Stability Oversight Council Improvement Act of 2025 S 3671, Increasing Investor Opportunities Act S 4064, Digital Commodity Intermediaries Act HR 2478, Financial Exploitation Prevention Act of 2025 HR 3383, INVEST Act (Sections 202, 205, 206, 302) HR 3682, Financial Stability Oversight Council Improvement Act of 2025 PL 119-27, GENIUS Act Escheatment of securities Exempt unlisted BDCs from State regulation Infrastructure Financing Investment Company Act of 1940 modernization SEC Political Contributions Rule Proxy process reform Restricting institutional investors from buying single-family homes SEC and CFTC Statutory Disqualifications Tokenization
S. 1526, Retirement Savings for Americans Act of 2025 S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S. 2207, To amend the IRC of 1986 to reform the treatment of digital assets S. 4498, ABLE Tomorrow Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 8899, Digital Asset PARITY Act P.L. 119-21, Trump Accounts Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
S. 1526, Retirement Savings for Americans Act of 2025 S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S. 2207, To amend the IRC of 1986 to reform the treatment of digital assets S. 4498, ABLE Tomorrow Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 8899, Digital Asset PARITY Act P.L. 119-21, Trump Accounts implementation Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules E.O. Promoting Retirement-Savings Access for American Workers by Establishing TrumpIRA.gov Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 1526, Retirement Savings for Americans Act of 2025 S 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act HR 591, Defending American Jobs and Investment Act / Section 899 HR 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act HR 2696, Retirement Savings for Americans Act of 2025 Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts Regulated Investment Company asset diversification requirements and good income test Tax deferral of retirement contributions Trump Accounts implementation (HR 1, One Big Beautiful Bill Act) IRC section 852(b)(6)
An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 1, One Big Beautiful Bill Act (Section 899, Trump Accounts, 199A/BDCs, remittance tax)
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1053, Foreign Investment Guardrails to Help Thwart (FIGHT) China Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2246, Foreign Investment Guardrails to Help Thwart (FIGHT) China Act of 2025 H.R. 2441, Improving Disclosure for Investors Act of 2025 H.R. 2225, Access to Small Business Investor Capital Act H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 3383, Increasing Investor Opportunities Act H.R. 3959, Protecting Private Job Creators Act Escheatment of securities Investment Company Act of 1940 modernization
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S 1582, GENIUS Act S 1808, Access to Small Business Investor Capital Act S 1877, Improving Disclosure for Investors Act of 2025 S 2840, Financial Exploitation Prevention Act of 2025 S 3578, Financial Stability Oversight Council Improvement Act of 2025 HR 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025 HR 2225, Access to Small Business Investor Capital Act HR 2441, Improving Disclosure for Investors Act of 2025 HR 2478, Financial Exploitation Prevention Act of 2025 HR 3383, Increasing Investor Opportunities Act HR 3383, INVEST Act (Sections 202, 205, 206, 302) HR 3633, Digital Asset Market Clarity Act of 2025 HR 3682, Financial Stability Oversight Council Improvement Act of 2025 HR 3959, Protecting Private Job Creators Act Escheatment of securities Exempt unlisted BDCs from State regulation EO on "Protecting American Investors from Foreign-Owned and Politically-Motivated Proxy Advisors"
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2225, Access to Small Business Investor Capital Act H.R. 2441, Improving Disclosure for Investors Act of 2025 H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, Increasing Investor Opportunities Act H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 3959, Protecting Private Job Creators Act Escheatment of securities Exempt unlisted BDCs from State regulation Investment Company Act of 1940 modernization Outbound Investment Security Program Protecting Americans Savings Act Proxy process reform
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2441, Improving Disclosure for Investors Act H.R. 2478, Financial Exploitation Prevention Act Financial Stability Oversight Council Improvement Act Increasing Investor Opportunities Act Investment Company Act of 1940 modernization Outbound investment screening Escheatment of securities SEC Form N-PORT Reporting and Liquidity Risk Management Guidance
Generating Retirement Ownership through Long-Term Holding
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1526, Retirement Savings for Americans Act of 2025 S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 591, Defending American Jobs and Investment Act / Section 899 H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 Australia Public Country-by-Country Reporting Municipal bond interest tax exemption Regulated Investment Company asset diversification requirements and good income test Tax deferral of retirement contributions
Generating Retirement Ownership through Long-Term Holding
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 1526, Retirement Savings for Americans Act of 2025 S 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act HR 591, Defending American Jobs and Investment Act / Section 899 HR 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act HR 2696, Retirement Savings for Americans Act of 2025 Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts Regulated Investment Company asset diversification requirements and good income test Tax deferral of retirement contributions Trump Accounts implementation (HR 1, One Big Beautiful Bill Act) IRC section 852(b)(6)
Generating Retirement Ownership through Long-Term Holding
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 989, Precious Metals Parity Act S. 1526, Retirement Savings for Americans Act of 2025 S. 1718, Invest America Act S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 2852, Expanded Student Savers Tax Credit Act Australia Public Country-by-Country Reporting IRC section 852(b)(6) Municipal bond interest tax exemption Regulated Investment Company asset diversification requirements and good income test Tax deferral of retirement contributions
Access to Small Business Investor Capital Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S 1582, GENIUS Act S 1808, Access to Small Business Investor Capital Act S 1877, Improving Disclosure for Investors Act of 2025 S 2840, Financial Exploitation Prevention Act of 2025 S 3578, Financial Stability Oversight Council Improvement Act of 2025 HR 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025 HR 2225, Access to Small Business Investor Capital Act HR 2441, Improving Disclosure for Investors Act of 2025 HR 2478, Financial Exploitation Prevention Act of 2025 HR 3383, Increasing Investor Opportunities Act HR 3383, INVEST Act (Sections 202, 205, 206, 302) HR 3633, Digital Asset Market Clarity Act of 2025 HR 3682, Financial Stability Oversight Council Improvement Act of 2025 HR 3959, Protecting Private Job Creators Act Escheatment of securities Exempt unlisted BDCs from State regulation EO on "Protecting American Investors from Foreign-Owned and Politically-Motivated Proxy Advisors"
Access to Small Business Investor Capital Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1053, Foreign Investment Guardrails to Help Thwart (FIGHT) China Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2246, Foreign Investment Guardrails to Help Thwart (FIGHT) China Act of 2025 H.R. 2441, Improving Disclosure for Investors Act of 2025 H.R. 2225, Access to Small Business Investor Capital Act H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 3383, Increasing Investor Opportunities Act H.R. 3959, Protecting Private Job Creators Act Escheatment of securities Investment Company Act of 1940 modernization
Access to Small Business Investor Capital Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2225, Access to Small Business Investor Capital Act H.R. 2441, Improving Disclosure for Investors Act of 2025 H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, Increasing Investor Opportunities Act H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 3959, Protecting Private Job Creators Act Escheatment of securities Exempt unlisted BDCs from State regulation Investment Company Act of 1940 modernization Outbound Investment Security Program Protecting Americans Savings Act Proxy process reform
Foreign Investment Guardrails to Help Thwart (FIGHT) China Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1053, Foreign Investment Guardrails to Help Thwart (FIGHT) China Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2246, Foreign Investment Guardrails to Help Thwart (FIGHT) China Act of 2025 H.R. 2441, Improving Disclosure for Investors Act of 2025 H.R. 2225, Access to Small Business Investor Capital Act H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 3383, Increasing Investor Opportunities Act H.R. 3959, Protecting Private Job Creators Act Escheatment of securities Investment Company Act of 1940 modernization
Improving Disclosure for Investors Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2441, Improving Disclosure for Investors Act H.R. 2478, Financial Exploitation Prevention Act Financial Stability Oversight Council Improvement Act Increasing Investor Opportunities Act Investment Company Act of 1940 modernization Outbound investment screening Escheatment of securities SEC Form N-PORT Reporting and Liquidity Risk Management Guidance
Improving Disclosure for Investors Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S 1582, GENIUS Act S 1808, Access to Small Business Investor Capital Act S 1877, Improving Disclosure for Investors Act of 2025 S 2840, Financial Exploitation Prevention Act of 2025 S 3578, Financial Stability Oversight Council Improvement Act of 2025 HR 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025 HR 2225, Access to Small Business Investor Capital Act HR 2441, Improving Disclosure for Investors Act of 2025 HR 2478, Financial Exploitation Prevention Act of 2025 HR 3383, Increasing Investor Opportunities Act HR 3383, INVEST Act (Sections 202, 205, 206, 302) HR 3633, Digital Asset Market Clarity Act of 2025 HR 3682, Financial Stability Oversight Council Improvement Act of 2025 HR 3959, Protecting Private Job Creators Act Escheatment of securities Exempt unlisted BDCs from State regulation EO on "Protecting American Investors from Foreign-Owned and Politically-Motivated Proxy Advisors"
Improving Disclosure for Investors Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1053, Foreign Investment Guardrails to Help Thwart (FIGHT) China Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2246, Foreign Investment Guardrails to Help Thwart (FIGHT) China Act of 2025 H.R. 2441, Improving Disclosure for Investors Act of 2025 H.R. 2225, Access to Small Business Investor Capital Act H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 3383, Increasing Investor Opportunities Act H.R. 3959, Protecting Private Job Creators Act Escheatment of securities Investment Company Act of 1940 modernization
Improving Disclosure for Investors Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2225, Access to Small Business Investor Capital Act H.R. 2441, Improving Disclosure for Investors Act of 2025 H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, Increasing Investor Opportunities Act H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 3959, Protecting Private Job Creators Act Escheatment of securities Exempt unlisted BDCs from State regulation Investment Company Act of 1940 modernization Outbound Investment Security Program Protecting Americans Savings Act Proxy process reform
Financial Exploitation Prevention Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2441, Improving Disclosure for Investors Act H.R. 2478, Financial Exploitation Prevention Act Financial Stability Oversight Council Improvement Act Increasing Investor Opportunities Act Investment Company Act of 1940 modernization Outbound investment screening Escheatment of securities SEC Form N-PORT Reporting and Liquidity Risk Management Guidance
Financial Exploitation Prevention Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S 1582, GENIUS Act S 1808, Access to Small Business Investor Capital Act S 1877, Improving Disclosure for Investors Act of 2025 S 2840, Financial Exploitation Prevention Act of 2025 S 3578, Financial Stability Oversight Council Improvement Act of 2025 HR 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025 HR 2225, Access to Small Business Investor Capital Act HR 2441, Improving Disclosure for Investors Act of 2025 HR 2478, Financial Exploitation Prevention Act of 2025 HR 3383, Increasing Investor Opportunities Act HR 3383, INVEST Act (Sections 202, 205, 206, 302) HR 3633, Digital Asset Market Clarity Act of 2025 HR 3682, Financial Stability Oversight Council Improvement Act of 2025 HR 3959, Protecting Private Job Creators Act Escheatment of securities Exempt unlisted BDCs from State regulation EO on "Protecting American Investors from Foreign-Owned and Politically-Motivated Proxy Advisors"
Financial Exploitation Prevention Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2225, Access to Small Business Investor Capital Act H.R. 2441, Improving Disclosure for Investors Act of 2025 H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, Increasing Investor Opportunities Act H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 3959, Protecting Private Job Creators Act Escheatment of securities Exempt unlisted BDCs from State regulation Investment Company Act of 1940 modernization Outbound Investment Security Program Protecting Americans Savings Act Proxy process reform
Retirement Savings for Americans Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 989, Precious Metals Parity Act S. 1526, Retirement Savings for Americans Act of 2025 S. 1718, Invest America Act S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 2852, Expanded Student Savers Tax Credit Act Australia Public Country-by-Country Reporting IRC section 852(b)(6) Municipal bond interest tax exemption Regulated Investment Company asset diversification requirements and good income test Tax deferral of retirement contributions
Retirement Savings for Americans Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 1526, Retirement Savings for Americans Act of 2025 S 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act HR 591, Defending American Jobs and Investment Act / Section 899 HR 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act HR 2696, Retirement Savings for Americans Act of 2025 Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts Regulated Investment Company asset diversification requirements and good income test Tax deferral of retirement contributions Trump Accounts implementation (HR 1, One Big Beautiful Bill Act) IRC section 852(b)(6)
Retirement Savings for Americans Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1526, Retirement Savings for Americans Act of 2025 S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 591, Defending American Jobs and Investment Act / Section 899 H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 Australia Public Country-by-Country Reporting Municipal bond interest tax exemption Regulated Investment Company asset diversification requirements and good income test Tax deferral of retirement contributions
Expanded Student Saver’s Tax Credit Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 989, Precious Metals Parity Act S. 1526, Retirement Savings for Americans Act of 2025 S. 1718, Invest America Act S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 2852, Expanded Student Savers Tax Credit Act Australia Public Country-by-Country Reporting IRC section 852(b)(6) Municipal bond interest tax exemption Regulated Investment Company asset diversification requirements and good income test Tax deferral of retirement contributions
EBSA Investigations Transparency Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
HR 2869, EBSA Investigations Transparency Act HR 2958, Balance the Scales Act HR 2988, Protecting Prudent Investment of Retirement Savings Act HR 5325, Unclaimed Retirement Rescue Plan HR 6084, ERISA Litigation Reform Act EO on Democratizing Access to Alternative Assets for 401(k) Investors
Balance the Scales Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
HR 2869, EBSA Investigations Transparency Act HR 2958, Balance the Scales Act HR 2988, Protecting Prudent Investment of Retirement Savings Act HR 5325, Unclaimed Retirement Rescue Plan HR 6084, ERISA Litigation Reform Act EO on Democratizing Access to Alternative Assets for 401(k) Investors
Protecting Prudent Investment of Retirement Savings Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
HR 2869, EBSA Investigations Transparency Act HR 2958, Balance the Scales Act HR 2988, Protecting Prudent Investment of Retirement Savings Act HR 5325, Unclaimed Retirement Rescue Plan HR 6084, ERISA Litigation Reform Act EO on Democratizing Access to Alternative Assets for 401(k) Investors
Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1053, Foreign Investment Guardrails to Help Thwart (FIGHT) China Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2246, Foreign Investment Guardrails to Help Thwart (FIGHT) China Act of 2025 H.R. 2441, Improving Disclosure for Investors Act of 2025 H.R. 2225, Access to Small Business Investor Capital Act H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 3383, Increasing Investor Opportunities Act H.R. 3959, Protecting Private Job Creators Act Escheatment of securities Investment Company Act of 1940 modernization
Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S 1582, GENIUS Act S 1808, Access to Small Business Investor Capital Act S 1877, Improving Disclosure for Investors Act of 2025 S 2840, Financial Exploitation Prevention Act of 2025 S 3578, Financial Stability Oversight Council Improvement Act of 2025 HR 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025 HR 2225, Access to Small Business Investor Capital Act HR 2441, Improving Disclosure for Investors Act of 2025 HR 2478, Financial Exploitation Prevention Act of 2025 HR 3383, Increasing Investor Opportunities Act HR 3383, INVEST Act (Sections 202, 205, 206, 302) HR 3633, Digital Asset Market Clarity Act of 2025 HR 3682, Financial Stability Oversight Council Improvement Act of 2025 HR 3959, Protecting Private Job Creators Act Escheatment of securities Exempt unlisted BDCs from State regulation EO on "Protecting American Investors from Foreign-Owned and Politically-Motivated Proxy Advisors"
Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2225, Access to Small Business Investor Capital Act H.R. 2441, Improving Disclosure for Investors Act of 2025 H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, Increasing Investor Opportunities Act H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 3959, Protecting Private Job Creators Act Escheatment of securities Exempt unlisted BDCs from State regulation Investment Company Act of 1940 modernization Outbound Investment Security Program Protecting Americans Savings Act Proxy process reform
Digital Asset Market Clarity Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S 1582, GENIUS Act S 1808, Access to Small Business Investor Capital Act S 1877, Improving Disclosure for Investors Act of 2025 S 2840, Financial Exploitation Prevention Act of 2025 S 3578, Financial Stability Oversight Council Improvement Act of 2025 HR 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025 HR 2225, Access to Small Business Investor Capital Act HR 2441, Improving Disclosure for Investors Act of 2025 HR 2478, Financial Exploitation Prevention Act of 2025 HR 3383, Increasing Investor Opportunities Act HR 3383, INVEST Act (Sections 202, 205, 206, 302) HR 3633, Digital Asset Market Clarity Act of 2025 HR 3682, Financial Stability Oversight Council Improvement Act of 2025 HR 3959, Protecting Private Job Creators Act Escheatment of securities Exempt unlisted BDCs from State regulation EO on "Protecting American Investors from Foreign-Owned and Politically-Motivated Proxy Advisors"
Digital Asset Market Clarity Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2225, Access to Small Business Investor Capital Act H.R. 2441, Improving Disclosure for Investors Act of 2025 H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, Increasing Investor Opportunities Act H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 3959, Protecting Private Job Creators Act Escheatment of securities Exempt unlisted BDCs from State regulation Investment Company Act of 1940 modernization Outbound Investment Security Program Protecting Americans Savings Act Proxy process reform
Financial Stability Oversight Council Improvement Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S 1582, GENIUS Act S 1808, Access to Small Business Investor Capital Act S 1877, Improving Disclosure for Investors Act of 2025 S 2840, Financial Exploitation Prevention Act of 2025 S 3578, Financial Stability Oversight Council Improvement Act of 2025 HR 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025 HR 2225, Access to Small Business Investor Capital Act HR 2441, Improving Disclosure for Investors Act of 2025 HR 2478, Financial Exploitation Prevention Act of 2025 HR 3383, Increasing Investor Opportunities Act HR 3383, INVEST Act (Sections 202, 205, 206, 302) HR 3633, Digital Asset Market Clarity Act of 2025 HR 3682, Financial Stability Oversight Council Improvement Act of 2025 HR 3959, Protecting Private Job Creators Act Escheatment of securities Exempt unlisted BDCs from State regulation EO on "Protecting American Investors from Foreign-Owned and Politically-Motivated Proxy Advisors"
Financial Stability Oversight Council Improvement Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2225, Access to Small Business Investor Capital Act H.R. 2441, Improving Disclosure for Investors Act of 2025 H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, Increasing Investor Opportunities Act H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 3959, Protecting Private Job Creators Act Escheatment of securities Exempt unlisted BDCs from State regulation Investment Company Act of 1940 modernization Outbound Investment Security Program Protecting Americans Savings Act Proxy process reform
Financial Stability Oversight Council Improvement Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1053, Foreign Investment Guardrails to Help Thwart (FIGHT) China Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2246, Foreign Investment Guardrails to Help Thwart (FIGHT) China Act of 2025 H.R. 2441, Improving Disclosure for Investors Act of 2025 H.R. 2225, Access to Small Business Investor Capital Act H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 3383, Increasing Investor Opportunities Act H.R. 3959, Protecting Private Job Creators Act Escheatment of securities Investment Company Act of 1940 modernization
Protecting Private Job Creators Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2225, Access to Small Business Investor Capital Act H.R. 2441, Improving Disclosure for Investors Act of 2025 H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, Increasing Investor Opportunities Act H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 3959, Protecting Private Job Creators Act Escheatment of securities Exempt unlisted BDCs from State regulation Investment Company Act of 1940 modernization Outbound Investment Security Program Protecting Americans Savings Act Proxy process reform
Protecting Private Job Creators Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S 1582, GENIUS Act S 1808, Access to Small Business Investor Capital Act S 1877, Improving Disclosure for Investors Act of 2025 S 2840, Financial Exploitation Prevention Act of 2025 S 3578, Financial Stability Oversight Council Improvement Act of 2025 HR 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025 HR 2225, Access to Small Business Investor Capital Act HR 2441, Improving Disclosure for Investors Act of 2025 HR 2478, Financial Exploitation Prevention Act of 2025 HR 3383, Increasing Investor Opportunities Act HR 3383, INVEST Act (Sections 202, 205, 206, 302) HR 3633, Digital Asset Market Clarity Act of 2025 HR 3682, Financial Stability Oversight Council Improvement Act of 2025 HR 3959, Protecting Private Job Creators Act Escheatment of securities Exempt unlisted BDCs from State regulation EO on "Protecting American Investors from Foreign-Owned and Politically-Motivated Proxy Advisors"
Protecting Private Job Creators Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1053, Foreign Investment Guardrails to Help Thwart (FIGHT) China Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2246, Foreign Investment Guardrails to Help Thwart (FIGHT) China Act of 2025 H.R. 2441, Improving Disclosure for Investors Act of 2025 H.R. 2225, Access to Small Business Investor Capital Act H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 3383, Increasing Investor Opportunities Act H.R. 3959, Protecting Private Job Creators Act Escheatment of securities Investment Company Act of 1940 modernization
Unclaimed Retirement Rescue Plan
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
HR 2869, EBSA Investigations Transparency Act HR 2958, Balance the Scales Act HR 2988, Protecting Prudent Investment of Retirement Savings Act HR 5325, Unclaimed Retirement Rescue Plan HR 6084, ERISA Litigation Reform Act EO on Democratizing Access to Alternative Assets for 401(k) Investors
Defending American Jobs and Investment Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 1526, Retirement Savings for Americans Act of 2025 S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 591, Defending American Jobs and Investment Act / Section 899 H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 Australia Public Country-by-Country Reporting Municipal bond interest tax exemption Regulated Investment Company asset diversification requirements and good income test Tax deferral of retirement contributions
Defending American Jobs and Investment Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 1526, Retirement Savings for Americans Act of 2025 S 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act HR 591, Defending American Jobs and Investment Act / Section 899 HR 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act HR 2696, Retirement Savings for Americans Act of 2025 Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts Regulated Investment Company asset diversification requirements and good income test Tax deferral of retirement contributions Trump Accounts implementation (HR 1, One Big Beautiful Bill Act) IRC section 852(b)(6)
ERISA Litigation Reform Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
HR 2869, EBSA Investigations Transparency Act HR 2958, Balance the Scales Act HR 2988, Protecting Prudent Investment of Retirement Savings Act HR 5325, Unclaimed Retirement Rescue Plan HR 6084, ERISA Litigation Reform Act EO on Democratizing Access to Alternative Assets for 401(k) Investors
FIGHT China Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1053, Foreign Investment Guardrails to Help Thwart (FIGHT) China Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2246, Foreign Investment Guardrails to Help Thwart (FIGHT) China Act of 2025 H.R. 2441, Improving Disclosure for Investors Act of 2025 H.R. 2225, Access to Small Business Investor Capital Act H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 3383, Increasing Investor Opportunities Act H.R. 3959, Protecting Private Job Creators Act Escheatment of securities Investment Company Act of 1940 modernization
S. 1526, Retirement Savings for Americans Act of 2025 S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S. 2207, To amend the IRC of 1986 to reform the treatment of digital assets S. 4498, ABLE Tomorrow Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 8899, Digital Asset PARITY Act P.L. 119-21, Trump Accounts Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
Fiscal Year 2027 Financial Services and General Government Appropriations
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2026 · second_quarter · Q2
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 H.R. 8398, GUARD Financial Data Act P.L. 119-27, GENIUS Act Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform Restricting institutional investors from buying single-family homes SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Fiscal Year 2027 Financial Services and General Government Appropriations
S. 1526, Retirement Savings for Americans Act of 2025 S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S. 2207, To amend the IRC of 1986 to reform the treatment of digital assets S. 4498, ABLE Tomorrow Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 8899, Digital Asset PARITY Act P.L. 119-21, Trump Accounts implementation Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules E.O. Promoting Retirement-Savings Access for American Workers by Establishing TrumpIRA.gov Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of, White House Office
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2026 · first_quarter · Q1
S 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S 1808, Access to Small Business Investor Capital Act S 1877, Improving Disclosure for Investors Act of 2025 S 2840, Financial Exploitation Prevention Act of 2025 S 3578, Financial Stability Oversight Council Improvement Act of 2025 S 3671, Increasing Investor Opportunities Act S 4064, Digital Commodity Intermediaries Act HR 2478, Financial Exploitation Prevention Act of 2025 HR 3383, INVEST Act (Sections 202, 205, 206, 302) HR 3682, Financial Stability Oversight Council Improvement Act of 2025 PL 119-27, GENIUS Act Escheatment of securities Exempt unlisted BDCs from State regulation Infrastructure Financing Investment Company Act of 1940 modernization SEC Political Contributions Rule Proxy process reform Restricting institutional investors from buying single-family homes SEC and CFTC Statutory Disqualifications Tokenization
S 3086, Restoring Integrity in Fiduciary Duty Act HR 2869, EBSA Investigations Transparency Act HR 2958, Balance the Scales Act HR 2988, Protecting Prudent Investment of Retirement Savings Act HR 6084, ERISA Litigation Reform Act EO on Democratizing Access to Alternative Assets for 401(k) Investors DOL proposed rule on "Fiduciary Duties in Selecting Designated Investment Alternatives"
FY27 Financial Services and General Government Appropriations
S 1526, Retirement Savings for Americans Act of 2025 S 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S 2207, To amend the IRC of 1986 to reform the treatment of digital assets HR 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act HR 2696, Retirement Savings for Americans Act of 2025 Digital Asset PARITY Act PL 119-21, Trump Accounts implementation Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2025 · fourth_quarter · Q4
S 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S 1582, GENIUS Act S 1808, Access to Small Business Investor Capital Act S 1877, Improving Disclosure for Investors Act of 2025 S 2840, Financial Exploitation Prevention Act of 2025 S 3578, Financial Stability Oversight Council Improvement Act of 2025 HR 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025 HR 2225, Access to Small Business Investor Capital Act HR 2441, Improving Disclosure for Investors Act of 2025 HR 2478, Financial Exploitation Prevention Act of 2025 HR 3383, Increasing Investor Opportunities Act HR 3383, INVEST Act (Sections 202, 205, 206, 302) HR 3633, Digital Asset Market Clarity Act of 2025 HR 3682, Financial Stability Oversight Council Improvement Act of 2025 HR 3959, Protecting Private Job Creators Act Escheatment of securities Exempt unlisted BDCs from State regulation EO on "Protecting American Investors from Foreign-Owned and Politically-Motivated Proxy Advisors"
HR 2869, EBSA Investigations Transparency Act HR 2958, Balance the Scales Act HR 2988, Protecting Prudent Investment of Retirement Savings Act HR 5325, Unclaimed Retirement Rescue Plan HR 6084, ERISA Litigation Reform Act EO on Democratizing Access to Alternative Assets for 401(k) Investors
S 1526, Retirement Savings for Americans Act of 2025 S 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act HR 591, Defending American Jobs and Investment Act / Section 899 HR 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act HR 2696, Retirement Savings for Americans Act of 2025 Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts Regulated Investment Company asset diversification requirements and good income test Tax deferral of retirement contributions Trump Accounts implementation (HR 1, One Big Beautiful Bill Act) IRC section 852(b)(6)
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of, White House Office
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2025 · third_quarter · Q3
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2225, Access to Small Business Investor Capital Act H.R. 2441, Improving Disclosure for Investors Act of 2025 H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, Increasing Investor Opportunities Act H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 3959, Protecting Private Job Creators Act Escheatment of securities Exempt unlisted BDCs from State regulation Investment Company Act of 1940 modernization Outbound Investment Security Program Protecting Americans Savings Act Proxy process reform
S. 1526, Retirement Savings for Americans Act of 2025 S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 591, Defending American Jobs and Investment Act / Section 899 H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 Australia Public Country-by-Country Reporting Municipal bond interest tax exemption Regulated Investment Company asset diversification requirements and good income test Tax deferral of retirement contributions
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2025 · second_quarter · Q2
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1053, Foreign Investment Guardrails to Help Thwart (FIGHT) China Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2246, Foreign Investment Guardrails to Help Thwart (FIGHT) China Act of 2025 H.R. 2441, Improving Disclosure for Investors Act of 2025 H.R. 2225, Access to Small Business Investor Capital Act H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 3383, Increasing Investor Opportunities Act H.R. 3959, Protecting Private Job Creators Act Escheatment of securities Investment Company Act of 1940 modernization
S. 989, Precious Metals Parity Act S. 1526, Retirement Savings for Americans Act of 2025 S. 1718, Invest America Act S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 2852, Expanded Student Savers Tax Credit Act Australia Public Country-by-Country Reporting IRC section 852(b)(6) Municipal bond interest tax exemption Regulated Investment Company asset diversification requirements and good income test Tax deferral of retirement contributions
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2025 · first_quarter · Q1
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2441, Improving Disclosure for Investors Act H.R. 2478, Financial Exploitation Prevention Act Financial Stability Oversight Council Improvement Act Increasing Investor Opportunities Act Investment Company Act of 1940 modernization Outbound investment screening Escheatment of securities SEC Form N-PORT Reporting and Liquidity Risk Management Guidance
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
H.R. 1, One Big Beautiful Bill Act (Section 899, Trump Accounts, 199A/BDCs, remittance tax)
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of