ms ALISA CASSIL — Lobbyist Profile | Poliscope

ms ALISA CASSIL

Filings

Clients

Firms

Years active

2012–2022

Associated filing income

—

How to read the money

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

Clients represented

Client	Filings	Years
AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES	41	2012–2022

Lobbying firms

Firm	Filings	Years
AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES	41	2012–2022

Bills explicitly cited in this lobbyist’s assigned issues (100)

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

H.R. 1319

American Rescue Plan Act of 2021

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

Open original LDA filing ↗

Cited source text

H.R. 2796

Original LDA source filings (41)

Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.

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

2022 · first_quarter · Q1

Firm income: —Client expense: $285,202Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

H.R. 1319 - American Rescue Plan Act of 2021 H.R. 2796 - Family Attribution Modernization Act H.R. 2917 - Retirement Parity for Student Loans Act of 2021 H.R. 2927 - SAVE Act of 2021 H.R. 2954 - Securing a Strong Retirement Act of 2022 H.R. 3387 - Financial Factors in Selecting Retirement Plan Investments Act H.R. 5376 - Build Back Better Act H.R. 5832 - Retirement Savings Lost and Found Act of 2021 H.R. 5891 - Retirement Improvement and Savings Enhancement (RISE) Act H.R. 6241 - Disaster Retirement Savings Act H.R. 6782 - Auto Reenroll Act of 2022 H.R. 7146 - Enhancing Emergency and Retirement Savings Act of 2022 H.R. 7310 - Protecting Americas Retirement Security Act S. 1443 - Retirement Parity for Student Loans Act S. 1703 - Improving Access to Retirement Savings Act S. 1730 - Retirement Savings Lost and Found Act of 2021 S. 1762 - Financial Factors in Selecting Retirement Plan Investments Act S. 1770 - Retirement Security and Savings Act of 2021 S. 1870 - Enhancing Emergency and Retirement Savings Act of 2021 S. 2583 - Disaster Retirement Savings Act S. 3712 - Auto Reenroll Act of 2022 S. 3955 - Starter-K Act of 2022

Source: Senate LDA

Show 96 more cited filings

H.R. 2954

Securing a Strong Retirement Act of 2021

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

Open original LDA filing ↗

Cited source text

H.R. 3387

Financial Factors in Selecting Retirement Plan Investments Act

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

Open original LDA filing ↗

Cited source text

H.R. 5376

Inflation Reduction Act of 2022

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

Open original LDA filing ↗

Cited source text

H.R. 5832

Retirement Savings Lost and Found Act of 2021

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

Open original LDA filing ↗

Cited source text

H.R. 5891

RISE Act

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

Open original LDA filing ↗

Cited source text

H.R. 6241

To amend the Internal Revenue Code of 1986 to provide for rules for the use of retirement funds in connection with federally declared disasters.

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

Open original LDA filing ↗

Cited source text

H.R. 6782

Auto Reenroll Act of 2022

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

Open original LDA filing ↗

Cited source text

H.R. 7146

Enhancing Emergency and Retirement Savings Act of 2022

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

Open original LDA filing ↗

Cited source text

H.R. 7310

Protecting America’s Retirement Security Act of 2022

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

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Cited source text

S. 1443

Retirement Parity for Student Loans Act

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

Open original LDA filing ↗

Cited source text

S. 1703

Improving Access to Retirement Savings Act

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

Open original LDA filing ↗

Cited source text

S. 1730

Retirement Savings Lost and Found Act of 2021

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

Open original LDA filing ↗

Cited source text

S. 1762

Financial Factors in Selecting Retirement Plan Investments Act

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

Open original LDA filing ↗

Cited source text

S. 1770

Retirement Security and Savings Act of 2021

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

Open original LDA filing ↗

Cited source text

S. 1870

Enhancing Emergency and Retirement Savings Act of 2021

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

Open original LDA filing ↗

Cited source text

S. 2583

A bill to amend the Internal Revenue Code of 1986 to provide for rules for the use of retirement funds in connection with federally declared disasters.

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

Open original LDA filing ↗

Cited source text

S. 3712

Auto Reenroll Act of 2022

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

Open original LDA filing ↗

Cited source text

S. 3955

Starter-K Act of 2022

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

Open original LDA filing ↗

Cited source text

H.R. 1319

American Rescue Plan Act of 2021

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

Open original LDA filing ↗

Cited source text

H.R. 1319

American Rescue Plan Act of 2021

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

Open original LDA filing ↗

Cited source text

H.R. 1319

American Rescue Plan Act of 2021

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

Open original LDA filing ↗

Cited source text

H.R. 1319

American Rescue Plan Act of 2021

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

Open original LDA filing ↗

Cited source text

H.R. 2796

Family Attribution Modernization Act

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

Open original LDA filing ↗

Cited source text

H.R. 2796

Family Attribution Modernization Act

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

Open original LDA filing ↗

Cited source text

H.R. 2796

Family Attribution Modernization Act

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

Open original LDA filing ↗

Cited source text

H.R. 2917

Retirement Parity for Student Loans Act of 2021

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

Open original LDA filing ↗

Cited source text

H.R. 2917

Retirement Parity for Student Loans Act of 2021

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

Open original LDA filing ↗

Cited source text

H.R. 2917

Retirement Parity for Student Loans Act of 2021

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

Open original LDA filing ↗

Cited source text

H.R. 2927

SAVE Act of 2021

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

Open original LDA filing ↗

Cited source text

H.R. 2927

SAVE Act of 2021

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

Open original LDA filing ↗

Cited source text

H.R. 2927

SAVE Act of 2021

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

Open original LDA filing ↗

Cited source text

H.R. 2954

Securing a Strong Retirement Act of 2021

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

Open original LDA filing ↗

Cited source text

H.R. 2954

Securing a Strong Retirement Act of 2021

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

Open original LDA filing ↗

Cited source text

H.R. 2954

Securing a Strong Retirement Act of 2021

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

Open original LDA filing ↗

Cited source text

H.R. 3387

Financial Factors in Selecting Retirement Plan Investments Act

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

Open original LDA filing ↗

Cited source text

H.R. 3387

Financial Factors in Selecting Retirement Plan Investments Act

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

Open original LDA filing ↗

Cited source text

H.R. 3387

Financial Factors in Selecting Retirement Plan Investments Act

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

Open original LDA filing ↗

Cited source text

H.R. 5376

Inflation Reduction Act of 2022

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

Open original LDA filing ↗

Cited source text

H.R. 5376

Inflation Reduction Act of 2022

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

Open original LDA filing ↗

Cited source text

H.R. 5832

Retirement Savings Lost and Found Act of 2021

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

Open original LDA filing ↗

Cited source text

H.R. 5891

RISE Act

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

Open original LDA filing ↗

Cited source text

H.R. 6241

To amend the Internal Revenue Code of 1986 to provide for rules for the use of retirement funds in connection with federally declared disasters.

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

Open original LDA filing ↗

Cited source text

S. 1443

Retirement Parity for Student Loans Act

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

Open original LDA filing ↗

Cited source text

S. 1443

Retirement Parity for Student Loans Act

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

Open original LDA filing ↗

Cited source text

S. 1443

Retirement Parity for Student Loans Act

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

Open original LDA filing ↗

Cited source text

S. 1703

Improving Access to Retirement Savings Act

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

Open original LDA filing ↗

Cited source text

S. 1703

Improving Access to Retirement Savings Act

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

Open original LDA filing ↗

Cited source text

S. 1703

Improving Access to Retirement Savings Act

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

Open original LDA filing ↗

Cited source text

S. 1730

Retirement Savings Lost and Found Act of 2021

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

Open original LDA filing ↗

Cited source text

S. 1730

Retirement Savings Lost and Found Act of 2021

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

Open original LDA filing ↗

Cited source text

S. 1730

Retirement Savings Lost and Found Act of 2021

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

Open original LDA filing ↗

Cited source text

S. 1762

Financial Factors in Selecting Retirement Plan Investments Act

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

Open original LDA filing ↗

Cited source text

S. 1762

Financial Factors in Selecting Retirement Plan Investments Act

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

Open original LDA filing ↗

Cited source text

S. 1762

Financial Factors in Selecting Retirement Plan Investments Act

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

Open original LDA filing ↗

Cited source text

S. 1770

Retirement Security and Savings Act of 2021

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

Open original LDA filing ↗

Cited source text

S. 1770

Retirement Security and Savings Act of 2021

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

Open original LDA filing ↗

Cited source text

S. 1770

Retirement Security and Savings Act of 2021

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

Open original LDA filing ↗

Cited source text

S. 1870

Enhancing Emergency and Retirement Savings Act of 2021

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

Open original LDA filing ↗

Cited source text

S. 1870

Enhancing Emergency and Retirement Savings Act of 2021

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

Open original LDA filing ↗

Cited source text

S. 1870

Enhancing Emergency and Retirement Savings Act of 2021

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

Open original LDA filing ↗

Cited source text

S. 2383

Water and Agriculture Tax Reform Act of 2021

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

Open original LDA filing ↗

Cited source text

S. 2383

Water and Agriculture Tax Reform Act of 2021

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

Open original LDA filing ↗

Cited source text

S. 2583

A bill to amend the Internal Revenue Code of 1986 to provide for rules for the use of retirement funds in connection with federally declared disasters.

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

Open original LDA filing ↗

Cited source text

H.R. 1007

Retirement Enhancement and Savings Act of 2019

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

Open original LDA filing ↗

Cited source text

H.R. 1007

Retirement Enhancement and Savings Act of 2019

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

Open original LDA filing ↗

Cited source text

H.R. 1007

Retirement Enhancement and Savings Act of 2019

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

Open original LDA filing ↗

Cited source text

H.R. 1007

Retirement Enhancement and Savings Act of 2019

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

Open original LDA filing ↗

Cited source text

H.R. 133

Consolidated Appropriations Act, 2021

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

Open original LDA filing ↗

Cited source text

H.R. 1516

Wall Street Tax Act of 2019

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

Open original LDA filing ↗

Cited source text

H.R. 1516

Wall Street Tax Act of 2019

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

Open original LDA filing ↗

Cited source text

H.R. 1516

Wall Street Tax Act of 2019

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

Open original LDA filing ↗

Cited source text

H.R. 1516

Wall Street Tax Act of 2019

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

Open original LDA filing ↗

Cited source text

H.R. 1865

Further Consolidated Appropriations Act, 2020

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

Open original LDA filing ↗

Cited source text

H.R. 1865

Further Consolidated Appropriations Act, 2020

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

Open original LDA filing ↗

Cited source text

H.R. 1865

Further Consolidated Appropriations Act, 2020

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

Open original LDA filing ↗

Cited source text

H.R. 1865

Further Consolidated Appropriations Act, 2020

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

Open original LDA filing ↗

Cited source text

H.R. 1994

Setting Every Community Up for Retirement Enhancement Act of 2019

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

Open original LDA filing ↗

Cited source text

H.R. 1994

Setting Every Community Up for Retirement Enhancement Act of 2019

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

Open original LDA filing ↗

Cited source text

H.R. 1994

Setting Every Community Up for Retirement Enhancement Act of 2019

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

Open original LDA filing ↗

Cited source text

H.R. 1994

Setting Every Community Up for Retirement Enhancement Act of 2019

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

Open original LDA filing ↗

Cited source text

H.R. 2112

Refund to Rainy Day Savings Act

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

Open original LDA filing ↗

Cited source text

H.R. 2112

Refund to Rainy Day Savings Act

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

Open original LDA filing ↗

Cited source text

H.R. 397

Rehabilitation for Multiemployer Pensions Act of 2019

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

Open original LDA filing ↗

Cited source text

H.R. 397

Rehabilitation for Multiemployer Pensions Act of 2019

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

Open original LDA filing ↗

Cited source text

H.R. 397

Rehabilitation for Multiemployer Pensions Act of 2019

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

Open original LDA filing ↗

Cited source text

H.R. 397

Rehabilitation for Multiemployer Pensions Act of 2019

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

Open original LDA filing ↗

Cited source text

H.R. 4035

Pension and Budget Integrity Act of 2019

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

Open original LDA filing ↗

Cited source text

H.R. 4035

Pension and Budget Integrity Act of 2019

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

Open original LDA filing ↗

Cited source text

H.R. 4035

Pension and Budget Integrity Act of 2019

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

Open original LDA filing ↗

Cited source text

H.R. 4035

Pension and Budget Integrity Act of 2019

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

Open original LDA filing ↗

Cited source text

H.R. 6257

Public Service Retirement Fairness Act of 2020

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

Open original LDA filing ↗

Cited source text

H.R. 6257

Public Service Retirement Fairness Act of 2020

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

Open original LDA filing ↗

Cited source text

H.R. 6257

Public Service Retirement Fairness Act of 2020

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

Open original LDA filing ↗

Cited source text

H.R. 6276

Retirement Parity for Student Loans Act

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

Open original LDA filing ↗

Cited source text

H.R. 6276

Retirement Parity for Student Loans Act

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

Open original LDA filing ↗

Cited source text

H.R. 6276

Retirement Parity for Student Loans Act

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

Open original LDA filing ↗

Cited source text

Show 37 more original filings

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

2021 · first_quarter · Q1

Firm income: —Client expense: $165,535Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

H.R. 1319 - American Rescue Plan Act of 2021

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

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

2020 · fourth_quarter · Q4

Firm income: —Client expense: $114,314Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

H.R. 8696 - Securing a Strong Retirement Act of 2020 H.R. 8606 - To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes. H.R. 8567 - Required Minimum Distribution Modernization Act of 2020 H.R. 7439 - To establish the Retirement Savings Lost and Found, and for other purposes. H.R. 7418 - Encouraging Americans to Save Act H.R. 6800 - Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act H.R. 6276 - Retirement Parity for Student Loans Act H.R. 6257 - Public Service Retirement Fairness Act of 2020 H.R. 4035 - Pension and Budget Integrity Act of 2019 H.R. 2112 - Refund to Rainy Day Savings Act H.R. 1994 - The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 H.R. 1865 - Further Consolidated Appropriations Act, 2020 H.R. 1516 - Wall Street Tax Act of 2019 H.R. 1007 - Retirement Enhancement and Savings Act of 2019 H.R. 748 - Coronavirus Aid, Relief, and Economic Security (CARES) Act H.R. 925 - The Heroes Act H.R. 397 - Rehabilitation of Multiemployer Pensions Act of 2019 H.R. 133 - Consolidated Appropriations Act, 2021 S. 5064 - Improving Access to Retirement Savings Act S. 5035 - Encouraging Americans to Save Act S. 4192 - A bill to increase portability of and access to retirement savings, and for other purposes. S. 2962 - Higher Education Loan Payment and Enhanced Retirement (HELPER) Act of 2019 S. 2370 - Automatic IRA Act of 2019 S. 1431 - Retirement Security and Savings Act S. 1428 - Retirement Parity for Student Loans Act S. 1020 - Retirement Security Flexibility Act of 2019 S. 1019 - Strengthening Financial Security Through Short-Term Savings Accounts Act of 2019 S. 1018 - Refund to Rainy Day Savings Act S. 1011 - A bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the requirements for multiple employer plans, and for other purposes. S. 975 - Womens Retirement Protection Act S. 972 - Retirement Enhancement and Savings Act S. 647 - Wall Street Tax Act of 2019 S. 322 - The SIMPLE Plan Modernization Act S. 321 - Retirement Security Act of 2019

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

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

2020 · third_quarter · Q3

Firm income: —Client expense: $71,349Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

H.R. 7439 - To establish the Retirement Savings Lost and Found, and for other purposes. H.R. 6800 - Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act H.R. 6276 - Retirement Parity for Student Loans Act H.R. 6257 - Public Service Retirement Fairness Act of 2020 H.R. 4035 - Pension and Budget Integrity Act of 2019 H.R. 2112 - Refund to Rainy Day Savings Act H.R. 1994 - The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 H.R. 1865 - Further Consolidated Appropriations Act, 2020 H.R. 1516 - Wall Street Tax Act of 2019 H.R. 1007 - Retirement Enhancement and Savings Act of 2019 H.R. 748 - Coronavirus Aid, Relief, and Economic Security (CARES) Act H.R. 925 - The Heroes Act H.R. 397 - Rehabilitation of Multiemployer Pensions Act of 2019 S. 4192 - A bill to increase portability of and access to retirement savings, and for other purposes. S. 2962 - Higher Education Loan Payment and Enhanced Retirement (HELPER) Act of 2019 S. 2370 - Automatic IRA Act of 2019 S. 1431 - Retirement Security and Savings Act S. 1428 - Retirement Parity for Student Loans Act S. 1020 - Retirement Security Flexibility Act of 2019 S. 1019 - Strengthening Financial Security Through Short-Term Savings Accounts Act of 2019 S. 1018 - Refund to Rainy Day Savings Act S. 1011 - A bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the requirements for multiple employer plans, and for other purposes. S. 972 - Retirement Enhancement and Savings Act S. 647 - Wall Street Tax Act of 2019 S. 322 - The SIMPLE Plan Modernization Act S. 321 - Retirement Security Act of 2019

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

2020 · second_quarter · Q2

Firm income: —Client expense: $72,117Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

H.R. 7439 - To establish the Retirement Savings Lost and Found, and for other purposes. H.R. 6800 - Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act H.R. 6276 - Retirement Parity for Student Loans Act H.R. 6257 - Public Service Retirement Fairness Act of 2020 H.R. 4035 - Pension and Budget Integrity Act of 2019 H.R. 1994 - The Setting Every Community Up for Retirement Enhancement Act of 2019 H.R. 1865 - Further Consolidated Appropriations Act, 2020 H.R. 1516 - Wall Street Tax Act of 2019 H.R. 1007 - Retirement Enhancement and Savings Act of 2019 H.R. 748 - Coronavirus Aid, Relief, and Economic Security (CARES) Act H.R. 397 - Rehabilitation of Multiemployer Pensions Act of 2019 S. 4192 - A bill to increase portability of and access to retirement savings, and for other purposes. S. 2962 - Higher Education Loan Payment and Enhanced Retirement Act of 2019 S. 2370 - Automatic IRA Act of 2019 S. 1431 - Retirement Security and Savings Act S. 1428 - Retirement Parity for Student Loans Act S. 972 - Retirement Enhancement and Savings Act S. 647 - Wall Street Tax Act of 2019 S. 322 - The SIMPLE Plan Modernization Act S. 321 - Retirement Security Act of 2019

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

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

2020 · first_quarter · Q1

Firm income: —Client expense: $137,621Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

H.R. 4035 - Pension and Budget Integrity Act of 2019 H.R. 1994 - The Setting Every Community Up for Retirement Enhancement Act of 2019 H.R. 1865 - Further Consolidated Appropriations Act, 2020 H.R. 1516 - Wall Street Tax Act of 2019 H.R. 1007 - Retirement Enhancement and Savings Act of 2019 H.R. 397 - Rehabilitation of Multiemployer Pensions Act of 2019 S. 2962 - Higher Education Loan Payment and Enhanced Retirement Act of 2019 S. 2370 - Automatic IRA Act of 2019 S. 1431 - Retirement Security and Savings Act S. 1428 - Retirement Parity for Student Loans Act S. 972 - Retirement Enhancement and Savings Act S. 647 - Wall Street Tax Act of 2019 S. 322 - The SIMPLE Plan Modernization Act S. 321 - Retirement Security Act of 2019

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

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

2019 · fourth_quarter · Q4

Firm income: —Client expense: $157,281Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

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

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

2019 · third_quarter · Q3

Firm income: —Client expense: $131,786Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

H.R. 4523 - Automatic Retirement Plan Act of 2017 H.R. 4524 - Retirement Plan Simplification and Enhancement Act of 2017 H.R. 5282 - Retirement Enhancement and Savings Act of 2018 H.R. 761 - Pension and Budget Integrity Act of 2017 H.R. 854 - Retirement Security for American Workers Act H.R. 929 - Small Business Start-up Savings Accounts Act of 2017 H.R. 1083 - American Savings Account Act of 2017 H.R. 1688 - A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes. H.R. 2055 - Lifetime Income Disclosure Act H.R. 3499 - Automatic IRA Act of 2017 H.R. 3596 - Rightsizing Pension Premiums Act of 2017 H.R. 1 - An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018. H.R. 4610 - Receiving Electronic Statements To Improve Retiree Earnings Act H.J. Res. 66 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees. H.J. Res. 67 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. H.R. 6757 - Family Savings Act of 2018 H.R. 6990 - Portable Retirement and Investment Account Act of 2018 S. 270 - Pension Budget Integrity Act of 2017 S. 695 - A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes. S. 868 - Lifetime Income Disclosure Act S. 1383 - Retirement Security Act of 2017 S. 1861 - Automatic IRA Act of 2017 S. 2526 - Retirement Enhancement and Savings Act of 2018 S. 2753 - Commission on Retirement Security Act of 2018 S. 3218 - Strengthening Financial Security Through Short-Term Savings Accounts Act of 2018 S. 3219 - A bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the requirements for multiple employer plans, and for other purposes S. 3220 - Refund to Rainy Day Savings Act S. 3221 - Retirement Security Flexibility Act of 2018 S.J. Res. 32 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees. S.J. Res. 33 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees.

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

2019 · second_quarter · Q2

Firm income: —Client expense: $159,266Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

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

2019 · first_quarter · Q1

Firm income: —Client expense: $177,603Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

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

2018 · fourth_quarter · Q4

Firm income: —Client expense: $195,748Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

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

2018 · third_quarter · Q3

Firm income: —Client expense: $168,964Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

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

2018 · second_quarter · Q2

Firm income: —Client expense: $161,712Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

H.R. 4523 - Automatic Retirement Plan Act of 2017 H.R. 4524 - Retirement Plan Simplification and Enhancement Act of 2017 H.R. 5282 - Retirement Enhancement and Savings Act of 2018 H.R. 761 - Pension and Budget Integrity Act of 2017 H.R. 854 - Retirement Security for American Workers Act H.R. 929 - Small Business Start-up Savings Accounts Act of 2017 H.R. 1083 - American Savings Account Act of 2017 H.R. 1688 - A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes. H.R. 2055 - Lifetime Income Disclosure Act H.R. 3499 - Automatic IRA Act of 2017 H.R. 3596 - Rightsizing Pension Premiums Act of 2017 H.R. 1 - An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018. H.R. 4610 - Receiving Electronic Statements To Improve Retiree Earnings Act H.J. Res. 66 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees. H.J. Res. 67 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. S. 270 - Pension Budget Integrity Act of 2017 S. 695 - A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes. S. 868 - Lifetime Income Disclosure Act S. 1383 - Retirement Security Act of 2017 S. 1861 - Automatic IRA Act of 2017 S. 2526 - Retirement Enhancement and Savings Act of 2018 S. 2753 - Commission on Retirement Security Act of 2018 S.J. Res. 32 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees. S.J. Res. 33 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees.

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

2018 · first_quarter · Q1

Firm income: —Client expense: $161,503Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

H.R. 4523 - Automatic Retirement Plan Act of 2017 H.R. 4524 - Retirement Plan Simplification and Enhancement Act of 2017 H.R. 5282 - Retirement Enhancement and Savings Act of 2018 H.R. 761 - Pension and Budget Integrity Act of 2017 H.R. 854 - Retirement Security for American Workers Act H.R. 929 - Small Business Start-up Savings Accounts Act of 2017 H.R. 1083 - American Savings Account Act of 2017 H.R. 1688 - A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes. H.R. 2055 - Lifetime Income Disclosure Act H.R. 3499 - Automatic IRA Act of 2017 H.R. 3596 - Rightsizing Pension Premiums Act of 2017 H.R. 1 - An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018. H.R. 4610 - Receiving Electronic Statements To Improve Retiree Earnings Act H.J. Res. 66 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees. H.J. Res. 67 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. S. 270 - Pension Budget Integrity Act of 2017 S. 695 - A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes. S. 868 - Lifetime Income Disclosure Act S. 1383 - Retirement Security Act of 2017 S. 1861 - Automatic IRA Act of 2017 S. 2526 - Retirement Enhancement and Savings Act of 2018 S.J. Res. 32 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees. S.J. Res. 33 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees.

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

2017 · fourth_quarter · Q4

Firm income: —Client expense: $141,256Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

H.R. 761 - Pension and Budget Integrity Act of 2017 H.R. 854 - Retirement Security for American Workers Act H.R. 929 - Small Business Start-up Savings Accounts Act of 2017 H.R. 1083 - American Savings Account Act of 2017 H.R. 1688 - A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes. H.R. 2055 - Lifetime Income Disclosure Act H.R. 3499 - Automatic IRA Act of 2017 H.R. 3596 - Rightsizing Pension Premiums Act of 2017 H.R. 1 - An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018. H.R. 4610 - Receiving Electronic Statements To Improve Retiree Earnings Act H.J. Res. 66 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees. H.J. Res. 67 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. S. 270 - Pension Budget Integrity Act of 2017 S. 695 - A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes. S. 868 - Lifetime Income Disclosure Act S. 1383 - Retirement Security Act of 2017 S. 1861 - Automatic IRA Act of 2017 S.J. Res. 32 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees. S.J. Res. 33 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees.

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

2017 · third_quarter · Q3

Firm income: —Client expense: $117,148Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

H.R. 761 - Pension and Budget Integrity Act of 2017 H.R. 854 - Retirement Security for American Workers Act H.R. 929 - Small Business Start-up Savings Accounts Act of 2017 H.R. 1083 - American Savings Account Act of 2017 H.R. 1688 - A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes. H.R. 2055 - Lifetime Income Disclosure Act H.R. 3499 - Automatic IRA Act of 2017 H.R. 3596 - Rightsizing Pension Premiums Act of 2017 H.J. Res. 66 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees. H.J. Res. 67 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. S. 270 - Pension Budget Integrity Act of 2017 S. 695 - A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes. S. 868 - Lifetime Income Disclosure Act S. 1383 - Retirement Security Act of 2017 S. 1861 - Automatic IRA Act of 2017 S.J. Res. 32 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees. S.J. Res. 33 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees.

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

2017 · second_quarter · Q2

Firm income: —Client expense: $122,667Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

H.R. 761 - Pension and Budget Integrity Act of 2017 H.R. 854 - Retirement Security for American Workers Act H.R. 929 - Small Business Start-up Savings Accounts Act of 2017 H.R. 1083 - American Savings Account Act of 2017 H.R. 1688 - A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes. H.R. 2055 - Lifetime Income Disclosure Act H.J. Res. 66 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees. H.J. Res. 67 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. S. 270 - Pension Budget Integrity Act of 2017 S. 695 - A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes. S. 868 - Lifetime Income Disclosure Act S.J. Res. 32 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees. S.J. Res. 33 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees.

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

2017 · first_quarter · Q1

Firm income: —Client expense: $122,667Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

H.R. 761 - Pension and Budget Integrity Act of 2017 H.R. 854 - Retirement Security for American Workers Act H.R. 929 - Small Business Start-up Savings Accounts Act of 2017 H.R. 1083 - American Savings Account Act of 2017 H.R. 1688 - A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes. H.R. 2055 - Lifetime Income Disclosure Act H.J. Res. 66 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees. H.J. Res. 67 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees. S. 270 - Pension Budget Integrity Act of 2017 S. 695 - A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes. S. 868 - Lifetime Income Disclosure Act S.J. Res. 32 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees. S.J. Res. 33 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees.

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

2016 · fourth_quarter · Q4

Firm income: —Client expense: $114,533Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

S. 245, Automatic IRA Act of 2015 S. 324, SEAL Act S. 266, Retirement Security Act of 2015 - S. 1317 Lifetime Income Disclosure Act - S. 2110 - Womans Pension Protection Act of 2015 S. 2492 - Encouraging Americans to Save Act S. 3078 - Retirement Savings Lost and Found Act of 2016 S. 3240 - Pension and Budget Integrity Act of 2016 S. 3307 - A bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to avoid duplicative annual reporting, and for other purposes S. 3338 - Small Business Employee Retirement Savings Act of 2016 S. 3417 - Receiving Electronic Statements to Improve Retiree Earnings Act - S. 3471 - Retirement Enhancement and Savings Act of 2016 - H.R. 2029 - Consolidated Appropriations Act, 2016 - H.R. 4236 - Financial Security Credit Act of 2015 - H.R. 4294 - Strengthening Access to Valuable Education and Retirement Support Act of 2015 - H.R. 4293 - Affordable Retirement Advice Protection Act H.R. 506, Automatic IRA Act of 2015 H.R. 577, Retirement Security Act of 2015 H.R. 1090, Retail Investor Protection Act (Wagner) - H.R. 2317 Lifetime Income Disclosure Act - H.R. 2656, Receiving Electronic Statements to Improve Retiree Earnings Act - H.R. 4955 - Pension and Budget Integrity Act of 2016 - H.R. 4067 - Small Businesses Add Value for Employees (SAVE) Act of 2015 - H.R. 5731 - Secure, Accessible, Valuable, Efficient Universal Pension (SAVE UP) Accounts Act - H.R. 5805 - Retirement Savings Lost and Found Act of 2016

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

2016 · third_quarter · Q3

Firm income: —Client expense: $89,072Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

S. 245, Automatic IRA Act of 2015 S. 324, SEAL Act S. 266, Retirement Security Act of 2015 - S. 1317 Lifetime Income Disclosure Act - S. 2110 - Womans Pension Protection Act of 2015 S. 2492 - Encouraging Americans to Save Act S. 3078 - Retirement Savings Lost and Found Act of 2016 S. 3240 - Pension and Budget Integrity Act of 2016 S. 3307 - A bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to avoid duplicative annual reporting, and for other purposes S. 3338 - Small Business Employee Retirement Savings Act of 2016 S. 3417 - Receiving Electronic Statements to Improve Retiree Earnings Act - H.R. 2029 - Consolidated Appropriations Act, 2016 - H.R. 4236 - Financial Security Credit Act of 2015 - H.R. 4294 - Strengthening Access to Valuable Education and Retirement Support Act of 2015 - H.R. 4293 - Affordable Retirement Advice Protection Act H.R. 506, Automatic IRA Act of 2015 H.R. 577, Retirement Security Act of 2015 H.R. 1090, Retail Investor Protection Act (Wagner) - H.R. 2317 Lifetime Income Disclosure Act - H.R. 2656, Receiving Electronic Statements to Improve Retiree Earnings Act - H.R. 4955 - Pension and Budget Integrity Act of 2016

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

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

2016 · second_quarter · Q2

Firm income: —Client expense: $203,895Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

S. 245, Automatic IRA Act of 2015 S. 324, SEAL Act S. 266, Retirement Security Act of 2015 - S. 1317 Lifetime Income Disclosure Act - S. 2110 - Womans Pension Protection Act of 2015 - S. 3078 Retirement Savings Lost and Found Act of 2016 - H.R. 2029 - Consolidated Appropriations Act, 2016 - H.R. 4236 - Financial Security Credit Act of 2015 - H.R. 4294 - Strengthening Access to Valuable Education and Retirement Support Act of 2015 - H.R. 4293 - Affordable Retirement Advice Protection Act H.R. 506, Automatic IRA Act of 2015 H.R. 577, Retirement Security Act of 2015 H.R. 1090, Retail Investor Protection Act (Wagner) - H.R. 2317 Lifetime Income Disclosure Act - H.R. 2656, Receiving Electronic Statements to Improve Retiree Earnings Act - H.R. 4955 - Pension and Budget Integrity Act of 2016

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

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

2016 · first_quarter · Q1

Firm income: —Client expense: $247,833Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

S. 245, Automatic IRA Act of 2015 S. 324, SEAL Act S. 266, Retirement Security Act of 2015 - S. 1317 Lifetime Income Disclosure Act - S. 2110 - Womans Pension Protection Act of 2015 - H.R. 2029 - Consolidated Appropriations Act, 2016 - H.R. 4236 - Financial Security Credit Act of 2015 - H.R. 4294 - Strengthening Access to Valuable Education and Retirement Support Act of 2015 - H.R. 4293 - Affordable Retirement Advice Protection Act H.R. 506, Automatic IRA Act of 2015 H.R. 577, Retirement Security Act of 2015 H.R. 1090, Retail Investor Protection Act (Wagner) - H.R. 2317 Lifetime Income Disclosure Act - H.R. 2656, Receiving Electronic Statements to Improve Retiree Earnings Act

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

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

2015 · second_quarter · 2A

Firm income: —Client expense: $274,312Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

S. 245, Automatic IRA Act of 2015 S. 324, SEAL Act S. 266, Retirement Security Act of 2015 - S. 1317 Lifetime Income Disclosure Act H.R. 506, Automatic IRA Act of 2015 H.R. 577, Retirement Security Act of 2015 H.R. 1090, Retail Investor Protection Act (Wagner) - H.R. 2317 Lifetime Income Disclosure Act - H.R. 2656, Receiving Electronic Statements to Improve Retiree Earnings Act

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

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

2015 · fourth_quarter · Q4

Firm income: —Client expense: $215,658Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

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

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

2015 · third_quarter · Q3

Firm income: —Client expense: $299,452Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

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

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

2015 · second_quarter · Q2

Firm income: —Client expense: $274,312Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

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

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

2015 · first_quarter · Q1

Firm income: —Client expense: $274,312Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

S. 245, Automatic IRA Act of 2015 S. 324, SEAL Act S. 266, Retirement Security Act of 2015 H.R. 506, Automatic IRA Act of 2015 H.R. 577, Retirement Security Act of 2015 H.R. 1090, Retail Investor Protection Act (Wagner)

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

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

2014 · fourth_quarter · Q4

Firm income: —Client expense: $370,732Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

S. Con. Res. 12: Retirement Tax Incentives Resolution S. 606: Shrinking Emergency Account Losses (SEAL) Act S. 952: Church Plan Clarification Act of 2013 S. 1145: Lifetime Income Disclosure Act S. 1270: SAFE Retirement Act of 2013 S. 1302: Cooperative and Small Employer Charity Pension Flexibility Act of 2013 S. 1979: USA Retirement Funds Act (Harkin) S 2511, Harkin and Alexander. No Act name, but it clarifies the definition of cessation of operations under ERISA H.R. 837: Savings for American Families Future Act H.R. 2035: Automatic IRA Act of 2013 H.R. 2117: Retirement Plan Simplification and Enhancement Act of 2013 H.R. 2171: Lifetime Income Disclosure Act H.R. 2374: Retail Investor Protection Act (Wagner) H.R. 4275: Cooperative and Small Employer Charity Pension Flexibility Act H.R. 5828: USA Retirement Funds Act H.R. 5875: SAVE Act of 2014

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

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

2014 · third_quarter · Q3

Firm income: —Client expense: $362,503Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Please see next page for all issues and legislation in one place!S. Con. Res. 12: Retirement Tax Incentives Resolution S. 606: Shrinking Emergency Account Losses (SEAL) Act S. 952: Church Plan Clarification Act of 2013 S. 1145: Lifetime Income Disclosure Act S. 1270: SAFE Retirement Act of 2013 S. 1302: Cooperative and Small Employer Charity Pension Flexibility Act of 2013 S. 1979: USA Retirement Funds Act (Harkin) S 2511, Harkin and Alexander. No Act name, but it clarifies the definition of cessation of operations under ERISA H.R. 837: Savings for American Families Future Act H.R. 2035: Automatic IRA Act of 2013 H.R. 2117: Retirement Plan Simplification and Enhancement Act of 2013 H.R. 2171: Lifetime Income Disclosure Act H.R. 2374: Retail Investor Protection Act (Wagner) H.R. 4275: Cooperative and Small Employer Charity Pension Flexibility Act

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

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

2014 · second_quarter · Q2

Firm income: —Client expense: $257,717Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

See next page for all issues and legislation in one location.S. Con. Res. 12: Retirement Tax Incentives Resolution S. 606: Shrinking Emergency Account Losses (SEAL) Act S. 952: Church Plan Clarification Act of 2013 S. 1145: Lifetime Income Disclosure Act S. 1270: SAFE Retirement Act of 2013 S. 1302: Cooperative and Small Employer Charity Pension Flexibility Act of 2013 S. 1979: USA Retirement Funds Act (Harkin) H.R. 837: Savings for American Families Future Act H.R. 2035: Automatic IRA Act of 2013 H.R. 2117: Retirement Plan Simplification and Enhancement Act of 2013 H.R. 2171: Lifetime Income Disclosure Act H.R. 2374: Retail Investor Protection Act (Wagner) H.R. 4275: Cooperative and Small Employer Charity Pension Flexibility Act

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

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

2014 · first_quarter · Q1

Firm income: —Client expense: $430,357Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

S. Con. Res. 12, S. 606, S 952, S. 1145, S. 1270, S1302, S.1970, S.1979, H.R. 837, H.R. 2035, H.R. 2117, H.R.2171, H.R. 2374, H.R.4275.

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

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

2013 · fourth_quarter · Q4

Firm income: —Client expense: $397,301Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

S. Con. Res. 12, S. 606, S. 952, S. 1145, S.1270, S. 1302, H.R. 837, H.R. 2035, H.R. 2117, H.R. 2171, H.R. 2374. Please see addendum pge for all bills and bill names listed in one place.S. Con. Res. 12: Retirement Tax Incentives Resolution S. 606: Shrinking Emergency Account Losses (SEAL) Act. S. 952: Church Plan Clarification Act of 2013 S. 1145:Lifetime Income Disclosure Act S.1270 SAFE Retirement Act of 2013 S. 1302: Cooperative and Small Employer Charity Pension Flexibility Act of 2013 H.R. 837: Savings for American Families' Future Act H.R. 2035 Automatic IRA Act of 2013 H.R. 2117: Retirement Plan Simplificatin and Enhancement Act of 2013 H.R. 2171: Lifetime Income and Disclosure Act H.R. 2374: Retail Investor Protection Act

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

2013 · third_quarter · Q3

Firm income: —Client expense: $427,439Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Please See Second page for all bills listed in one place.S. Con. Res. 12: Retirement Tax Incentives Resolution S. 606: Shrinking Emergency Account Losses (SEAL) Act S. 952: Church Plan Clarification Act of 2013 S. 1145: Lifetime Income Disclosure Act S. 1270 SAFE Retirement Act of 2013 S. 1302: Cooperative and Small Employer Charity Pension Flexibility Act of 2013 H.R. 837: Savings for American Families Future Act H.R. 2035 Automatic IRA Act of 2013 H.R. 2117: Retirement Plan Simplification and Enhancement Act of 2013, H.R. 2171 Lifetime Income Disclosure Act H.R. 2374: Retail Investor Protection Act (Wagner)

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

2013 · second_quarter · Q2

Firm income: —Client expense: $436,837Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

Please see second page for all bills listed in one place.S. Con. Res. 12: Retirement Tax Incentives Resolution S. 606: Shrinking Emergency Account Losses (SEAL) Act S. 952: Church Plan Clarification Act of 2013 S. 1145: Lifetime Income Disclosure Act S. 1270 SAFE Retirement Act of 2013 S. 1302: Cooperative and Small Employer Charity Pension Flexibility Act of 2013 H.R. 837: Savings for American Families Future Act H.R. 2035L Automatic IRA Act of 2013 H.R. 2117: Retirement Plan Simplification and Enhancement Act of 2013 H.R. 2171 Lifetime Income Disclosure Act H.R. 2374: Retail Investor Protection Act (Wagner)

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

2013 · first_quarter · Q1

Firm income: —Client expense: $507,896Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

S. Con. Res. 12: Retirement tax incentives resolution S. 606: Shrinking Emergency Account Losses (SEAL) Act H.R. 837: Savings for American Families Future Act

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

2012 · fourth_quarter · 4A

Firm income: —Client expense: $305,850Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

H.4348, H.R. 4050, S. 1557, S. 1020, H.R. 3287, H.Con.Res 101, S.Con.Res. 62 S.1813 H.R. 3656 H.R. 4049

Filing targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension & Welfare Benefits Administration, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

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

2012 · first_quarter · Q1

Firm income: —Client expense: $507,896Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

S. Con. Res. 12 S. 606 H.R. 837

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

2012 · fourth_quarter · Q4

Firm income: —Client expense: $305,850Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

RET

Retirement

H.4348, HR 4050, S 1557, S 1020, HR 3287, H Con Res 101, S Con Res 62 S.1813 HR. 3656 HR. 4049