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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.
Modern Worker Empowerment Act
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices and the Clarity for Compensation Act (HR 7187); the Financial Exploitation Prevention Act (HR 2478, S2228); the GROWTH Act (HR 2089, S 1839); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Modern Worker Empowerment Act
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
FINANCIAL SERVICES INSTITUTE via FINANCIAL SERVICES INSTITUTE
2026 · third_quarter · Q3
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices and the Clarity for Compensation Act (HR 7187); the Financial Exploitation Prevention Act (HR 2478, S2228); the GROWTH Act (HR 2089, S 1839); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
Source: Senate LDA
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices and the Clarity for Compensation Act (HR 7187); the Financial Exploitation Prevention Act (HR 2478, S2228); the GROWTH Act (HR 2089, S 1839); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Modern Worker Empowerment Act
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices and the Clarity for Compensation Act (HR 7187); the Financial Exploitation Prevention Act (HR 2478, S2228); the GROWTH Act (HR 2089, S 1839); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Generating Retirement Ownership through Long-Term Holding
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices and the Clarity for Compensation Act (HR 7187); the Financial Exploitation Prevention Act (HR 2478, S2228); the GROWTH Act (HR 2089, S 1839); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Generating Retirement Ownership through Long-Term Holding
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices and the Clarity for Compensation Act (HR 7187); the Financial Exploitation Prevention Act (HR 2478, S2228); the GROWTH Act (HR 2089, S 1839); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Generating Retirement Ownership through Long-Term Holding
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices and the Clarity for Compensation Act (HR 7187); the Financial Exploitation Prevention Act (HR 2478, S2228); the GROWTH Act (HR 2089, S 1839); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Financial Exploitation Prevention Act of 2025
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices and the Clarity for Compensation Act (HR 7187); the Financial Exploitation Prevention Act (HR 2478, S2228); the GROWTH Act (HR 2089, S 1839); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Financial Exploitation Prevention Act of 2025
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices and the Clarity for Compensation Act (HR 7187); the Financial Exploitation Prevention Act (HR 2478, S2228); the GROWTH Act (HR 2089, S 1839); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Financial Exploitation Prevention Act of 2025
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices and the Clarity for Compensation Act (HR 7187); the Financial Exploitation Prevention Act (HR 2478, S2228); the GROWTH Act (HR 2089, S 1839); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Clarity for Compensation Act
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices and the Clarity for Compensation Act (HR 7187); the Financial Exploitation Prevention Act (HR 2478, S2228); the GROWTH Act (HR 2089, S 1839); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Clarity for Compensation Act
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices and the Clarity for Compensation Act (HR 7187); the Financial Exploitation Prevention Act (HR 2478, S2228); the GROWTH Act (HR 2089, S 1839); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Clarity for Compensation Act
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices and the Clarity for Compensation Act (HR 7187); the Financial Exploitation Prevention Act (HR 2478, S2228); the GROWTH Act (HR 2089, S 1839); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Generating Retirement Ownership through Long-Term Holding
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices and the Clarity for Compensation Act (HR 7187); the Financial Exploitation Prevention Act (HR 2478, S2228); the GROWTH Act (HR 2089, S 1839); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Generating Retirement Ownership through Long-Term Holding
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices and the Clarity for Compensation Act (HR 7187); the Financial Exploitation Prevention Act (HR 2478, S2228); the GROWTH Act (HR 2089, S 1839); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Generating Retirement Ownership through Long-Term Holding
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices and the Clarity for Compensation Act (HR 7187); the Financial Exploitation Prevention Act (HR 2478, S2228); the GROWTH Act (HR 2089, S 1839); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Modern Worker Empowerment Act
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices and the Clarity for Compensation Act (HR 7187); the Financial Exploitation Prevention Act (HR 2478, S2228); the GROWTH Act (HR 2089, S 1839); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Modern Worker Empowerment Act
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices and the Clarity for Compensation Act (HR 7187); the Financial Exploitation Prevention Act (HR 2478, S2228); the GROWTH Act (HR 2089, S 1839); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Modern Worker Empowerment Act
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices and the Clarity for Compensation Act (HR 7187); the Financial Exploitation Prevention Act (HR 2478, S2228); the GROWTH Act (HR 2089, S 1839); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Modern Worker Empowerment Act
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices; the Financial Exploitation Prevention Act (HR 2478); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Modern Worker Empowerment Act
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices; the Financial Exploitation Prevention Act (HR 2478); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Modern Worker Empowerment Act
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices; the Financial Exploitation Prevention Act (HR 2478, S2228); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Modern Worker Empowerment Act
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices; the Financial Exploitation Prevention Act (HR 2478); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Financial Exploitation Prevention Act of 2025
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices; the Financial Exploitation Prevention Act (HR 2478); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Financial Exploitation Prevention Act of 2025
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices; the Financial Exploitation Prevention Act (HR 2478); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Financial Exploitation Prevention Act of 2025
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices; the Financial Exploitation Prevention Act (HR 2478, S2228); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Financial Exploitation Prevention Act of 2025
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices; the Financial Exploitation Prevention Act (HR 2478); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Modern Worker Empowerment Act
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices; the Financial Exploitation Prevention Act (HR 2478, S2228); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Richard L. Trumka Protecting the Right to Organize Act of 2023
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent contractor status -the Modern Worker Empowerment Act HR 5513, the PRO Act HR 20/S 567, the Employee Rights Act, the Department of Labor's Rule on Independent Contractor Classification under the FLSA and accompanying CRA resolution of disapproval; SEC Regulation Best Interest; payments to ensemble practices; the Financial Exploitation Prevention Act (HR 500, S 1481); regulation by enforcement; the Department of Labor's Retirement Security Rule and accompanying CRA resolution of disapproval
Richard L. Trumka Protecting the Right to Organize Act of 2023
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent contractor status -the Modern Worker Empowerment Act HR 5513, the PRO Act HR 20/S 567, the Employee Rights Act, the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments to ensemble practices; the Financial Exploitation Prevention Act (HR 500, S 1481); regulation by enforcement; the Department of Labor's Retirement Security Rule
Richard L. Trumka Protecting the Right to Organize Act of 2023
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent contractor status -the Modern Worker Empowerment Act HR 5513, the PRO Act HR 20/S 567, the Employee Rights Act, the Department of Labor's Rule on Independent Contractor Classification under the FLSA and accompanying CRA resolution of disapproval; SEC Regulation Best Interest; payments to ensemble practices; the Financial Exploitation Prevention Act (HR 500, S 1481); regulation by enforcement; the Department of Labor's Retirement Security Rule and accompanying CRA resolution of disapproval
Richard L. Trumka Protecting the Right to Organize Act of 2023
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent contractor status -the Modern Worker Empowerment Act HR 5513, the PRO Act HR 20/S 567, the Employee Rights Act, the Department of Labor's Rule on Independent Contractor Classification under the FLSA and accompanying CRA resolution of disapproval; SEC Regulation Best Interest; payments to ensemble practices; the Financial Exploitation Prevention Act (HR 500, S 1481); regulation by enforcement; the Department of Labor's Retirement Security Rule and accompanying CRA resolution of disapproval
Financial Exploitation Prevention Act of 2023
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent contractor status -the Modern Worker Empowerment Act HR 5513, the PRO Act HR 20/S 567, the Employee Rights Act, the Department of Labor's Rule on Independent Contractor Classification under the FLSA and accompanying CRA resolution of disapproval; SEC Regulation Best Interest; payments to ensemble practices; the Financial Exploitation Prevention Act (HR 500, S 1481); regulation by enforcement; the Department of Labor's Retirement Security Rule and accompanying CRA resolution of disapproval
Financial Exploitation Prevention Act of 2023
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent contractor status -the Modern Worker Empowerment Act HR 5513, the PRO Act HR 20/S 567, the Employee Rights Act, the Department of Labor's Rule on Independent Contractor Classification under the FLSA and accompanying CRA resolution of disapproval; SEC Regulation Best Interest; payments to ensemble practices; the Financial Exploitation Prevention Act (HR 500, S 1481); regulation by enforcement; the Department of Labor's Retirement Security Rule and accompanying CRA resolution of disapproval
Financial Exploitation Prevention Act of 2023
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent contractor status -the Modern Worker Empowerment Act HR 5513, the PRO Act HR 20/S 567, the Employee Rights Act, the Department of Labor's Rule on Independent Contractor Classification under the FLSA and accompanying CRA resolution of disapproval; SEC Regulation Best Interest; payments to ensemble practices; the Financial Exploitation Prevention Act (HR 500, S 1481); regulation by enforcement; the Department of Labor's Retirement Security Rule and accompanying CRA resolution of disapproval
Financial Exploitation Prevention Act of 2023
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent contractor status -the Modern Worker Empowerment Act HR 5513, the PRO Act HR 20/S 567, the Employee Rights Act, the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments to ensemble practices; the Financial Exploitation Prevention Act (HR 500, S 1481); regulation by enforcement; the Department of Labor's Retirement Security Rule
To amend the Fair Labor Standards Act of 1938 and the National Labor Relations Act to clarify the standard for determining whether an individual is an employee, and for other purposes.
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent contractor status -the Modern Worker Empowerment Act HR 5513, the PRO Act HR 20/S 567, the Employee Rights Act, the Department of Labor's Rule on Independent Contractor Classification under the FLSA and accompanying CRA resolution of disapproval; SEC Regulation Best Interest; payments to ensemble practices; the Financial Exploitation Prevention Act (HR 500, S 1481); regulation by enforcement; the Department of Labor's Retirement Security Rule and accompanying CRA resolution of disapproval
To amend the Fair Labor Standards Act of 1938 and the National Labor Relations Act to clarify the standard for determining whether an individual is an employee, and for other purposes.
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent contractor status -the Modern Worker Empowerment Act HR 5513, the PRO Act HR 20/S 567, the Employee Rights Act, the Department of Labor's Rule on Independent Contractor Classification under the FLSA and accompanying CRA resolution of disapproval; SEC Regulation Best Interest; payments to ensemble practices; the Financial Exploitation Prevention Act (HR 500, S 1481); regulation by enforcement; the Department of Labor's Retirement Security Rule and accompanying CRA resolution of disapproval
To amend the Fair Labor Standards Act of 1938 and the National Labor Relations Act to clarify the standard for determining whether an individual is an employee, and for other purposes.
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent contractor status -the Modern Worker Empowerment Act HR 5513, the PRO Act HR 20/S 567, the Employee Rights Act, the Department of Labor's Rule on Independent Contractor Classification under the FLSA and accompanying CRA resolution of disapproval; SEC Regulation Best Interest; payments to ensemble practices; the Financial Exploitation Prevention Act (HR 500, S 1481); regulation by enforcement; the Department of Labor's Retirement Security Rule and accompanying CRA resolution of disapproval
To amend the Fair Labor Standards Act of 1938 and the National Labor Relations Act to clarify the standard for determining whether an individual is an employee, and for other purposes.
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent contractor status -the Modern Worker Empowerment Act HR 5513, the PRO Act HR 20/S 567, the Employee Rights Act, the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments to ensemble practices; the Financial Exploitation Prevention Act (HR 500, S 1481); regulation by enforcement; the Department of Labor's Retirement Security Rule
Financial Exploitation Prevention Act of 2023
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent contractor status -the Modern Worker Empowerment Act HR 5513, the PRO Act HR 20/S 567, the Employee Rights Act, the Department of Labor's Rule on Independent Contractor Classification under the FLSA and accompanying CRA resolution of disapproval; SEC Regulation Best Interest; payments to ensemble practices; the Financial Exploitation Prevention Act (HR 500, S 1481); regulation by enforcement; the Department of Labor's Retirement Security Rule and accompanying CRA resolution of disapproval
Financial Exploitation Prevention Act of 2023
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent contractor status -the Modern Worker Empowerment Act HR 5513, the PRO Act HR 20/S 567, the Employee Rights Act, the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments to ensemble practices; the Financial Exploitation Prevention Act (HR 500, S 1481); regulation by enforcement; the Department of Labor's Retirement Security Rule
Financial Exploitation Prevention Act of 2023
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent contractor status -the Modern Worker Empowerment Act HR 5513, the PRO Act HR 20/S 567, the Employee Rights Act, the Department of Labor's Rule on Independent Contractor Classification under the FLSA and accompanying CRA resolution of disapproval; SEC Regulation Best Interest; payments to ensemble practices; the Financial Exploitation Prevention Act (HR 500, S 1481); regulation by enforcement; the Department of Labor's Retirement Security Rule and accompanying CRA resolution of disapproval
Financial Exploitation Prevention Act of 2023
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent contractor status -the Modern Worker Empowerment Act HR 5513, the PRO Act HR 20/S 567, the Employee Rights Act, the Department of Labor's Rule on Independent Contractor Classification under the FLSA and accompanying CRA resolution of disapproval; SEC Regulation Best Interest; payments to ensemble practices; the Financial Exploitation Prevention Act (HR 500, S 1481); regulation by enforcement; the Department of Labor's Retirement Security Rule and accompanying CRA resolution of disapproval
Richard L. Trumka Protecting the Right to Organize Act of 2023
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent contractor status -the Modern Worker Empowerment Act HR 5513, the PRO Act HR 20/S 567, the Employee Rights Act, the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments to ensemble practices; the Financial Exploitation Prevention Act (HR 500, S 1481); regulation by enforcement; the Department of Labor's Retirement Security Rule
Richard L. Trumka Protecting the Right to Organize Act of 2023
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent contractor status -the Modern Worker Empowerment Act HR 5513, the PRO Act HR 20/S 567, the Employee Rights Act, the Department of Labor's Rule on Independent Contractor Classification under the FLSA and accompanying CRA resolution of disapproval; SEC Regulation Best Interest; payments to ensemble practices; the Financial Exploitation Prevention Act (HR 500, S 1481); regulation by enforcement; the Department of Labor's Retirement Security Rule and accompanying CRA resolution of disapproval
Richard L. Trumka Protecting the Right to Organize Act of 2023
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent contractor status -the Modern Worker Empowerment Act HR 5513, the PRO Act HR 20/S 567, the Employee Rights Act, the Department of Labor's Rule on Independent Contractor Classification under the FLSA and accompanying CRA resolution of disapproval; SEC Regulation Best Interest; payments to ensemble practices; the Financial Exploitation Prevention Act (HR 500, S 1481); regulation by enforcement; the Department of Labor's Retirement Security Rule and accompanying CRA resolution of disapproval
Richard L. Trumka Protecting the Right to Organize Act of 2023
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent contractor status -the Modern Worker Empowerment Act HR 5513, the PRO Act HR 20/S 567, the Employee Rights Act, the Department of Labor's Rule on Independent Contractor Classification under the FLSA and accompanying CRA resolution of disapproval; SEC Regulation Best Interest; payments to ensemble practices; the Financial Exploitation Prevention Act (HR 500, S 1481); regulation by enforcement; the Department of Labor's Retirement Security Rule and accompanying CRA resolution of disapproval
Richard L. Trumka Protecting the Right to Organize Act of 2023
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent contractor status -the Modern Worker Empowerment Act HR 5513, the PRO Act HR 20/S 567, the Employee Rights Act, the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments to ensemble practices; the Financial Exploitation Prevention Act (HR 500, S 1481); regulation by enforcement; the Department of Labor's Proposed Retirement Security Rule
Richard L. Trumka Protecting the Right to Organize Act of 2023
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent contractor status -the PRO Act HR 20/S 567, the Employee Rights Act, the Department of Labor's Proposed Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments to ensemble practices; the Financial Exploitation Prevention Act (HR 500, S 1481); regulation by enforcement
Richard L. Trumka Protecting the Right to Organize Act of 2023
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent contractor status -the Modern Worker Empowerment Act HR 5513, the PRO Act HR 20/S 567, the Employee Rights Act, the Department of Labor's Proposed Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments to ensemble practices; the Financial Exploitation Prevention Act (HR 500, S 1481); regulation by enforcement
Richard L. Trumka Protecting the Right to Organize Act of 2023
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent contractor status -the PRO Act HR 20/S 567, the Employee Rights Act, the Department of Labor's Proposed Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments to ensemble practices; the Financial Exploitation Prevention Act (HR 500); regulation by enforcement
Financial Exploitation Prevention Act of 2023
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent contractor status -the Modern Worker Empowerment Act HR 5513, the PRO Act HR 20/S 567, the Employee Rights Act, the Department of Labor's Proposed Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments to ensemble practices; the Financial Exploitation Prevention Act (HR 500, S 1481); regulation by enforcement
Financial Exploitation Prevention Act of 2023
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent contractor status -the Modern Worker Empowerment Act HR 5513, the PRO Act HR 20/S 567, the Employee Rights Act, the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments to ensemble practices; the Financial Exploitation Prevention Act (HR 500, S 1481); regulation by enforcement; the Department of Labor's Proposed Retirement Security Rule
Financial Exploitation Prevention Act of 2023
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent contractor status -the PRO Act HR 20/S 567, the Employee Rights Act, the Department of Labor's Proposed Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments to ensemble practices; the Financial Exploitation Prevention Act (HR 500); regulation by enforcement
Financial Exploitation Prevention Act of 2023
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent contractor status -the PRO Act HR 20/S 567, the Employee Rights Act, the Department of Labor's Proposed Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments to ensemble practices; the Financial Exploitation Prevention Act (HR 500, S 1481); regulation by enforcement
To amend the Fair Labor Standards Act of 1938 and the National Labor Relations Act to clarify the standard for determining whether an individual is an employee, and for other purposes.
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent contractor status -the Modern Worker Empowerment Act HR 5513, the PRO Act HR 20/S 567, the Employee Rights Act, the Department of Labor's Proposed Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments to ensemble practices; the Financial Exploitation Prevention Act (HR 500, S 1481); regulation by enforcement
To amend the Fair Labor Standards Act of 1938 and the National Labor Relations Act to clarify the standard for determining whether an individual is an employee, and for other purposes.
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent contractor status -the Modern Worker Empowerment Act HR 5513, the PRO Act HR 20/S 567, the Employee Rights Act, the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments to ensemble practices; the Financial Exploitation Prevention Act (HR 500, S 1481); regulation by enforcement; the Department of Labor's Proposed Retirement Security Rule
Financial Exploitation Prevention Act of 2023
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent contractor status -the Modern Worker Empowerment Act HR 5513, the PRO Act HR 20/S 567, the Employee Rights Act, the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments to ensemble practices; the Financial Exploitation Prevention Act (HR 500, S 1481); regulation by enforcement; the Department of Labor's Proposed Retirement Security Rule
Financial Exploitation Prevention Act of 2023
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent contractor status -the PRO Act HR 20/S 567, the Employee Rights Act, the Department of Labor's Proposed Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments to ensemble practices; the Financial Exploitation Prevention Act (HR 500, S 1481); regulation by enforcement
Financial Exploitation Prevention Act of 2023
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent contractor status -the Modern Worker Empowerment Act HR 5513, the PRO Act HR 20/S 567, the Employee Rights Act, the Department of Labor's Proposed Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments to ensemble practices; the Financial Exploitation Prevention Act (HR 500, S 1481); regulation by enforcement
Richard L. Trumka Protecting the Right to Organize Act of 2023
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent contractor status -the Modern Worker Empowerment Act HR 5513, the PRO Act HR 20/S 567, the Employee Rights Act, the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments to ensemble practices; the Financial Exploitation Prevention Act (HR 500, S 1481); regulation by enforcement; the Department of Labor's Proposed Retirement Security Rule
Richard L. Trumka Protecting the Right to Organize Act of 2023
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent contractor status -the Modern Worker Empowerment Act HR 5513, the PRO Act HR 20/S 567, the Employee Rights Act, the Department of Labor's Proposed Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments to ensemble practices; the Financial Exploitation Prevention Act (HR 500, S 1481); regulation by enforcement
Richard L. Trumka Protecting the Right to Organize Act of 2023
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent contractor status -the PRO Act HR 20/S 567, the Employee Rights Act, the Department of Labor's Proposed Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments to ensemble practices; the Financial Exploitation Prevention Act (HR 500, S 1481); regulation by enforcement
Richard L. Trumka Protecting the Right to Organize Act of 2023
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Independent contractor status -the PRO Act HR 20/S 567, the Employee Rights Act, the Department of Labor's Proposed Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments to ensemble practices; the Financial Exploitation Prevention Act (HR 500); regulation by enforcement
Protecting the Right to Organize Act of 2021
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
independent contractor status (HR 842/S 420 - the PRO Act, and the DOL's proposed rule on Employee or Independent Contractor Classification Under the FLSA); retirement security legislation such as the Securing a Strong Retirement Act; SEC Regulation Best Interest, diversity & inclusion, payments to ensemble practices, SEC share class enforcement efforts, fixes to Tax Cuts and Jobs Act (TCJA) 2017 such as restoring the tax deductibility of advisory fees, tax provisions in the Build Back Better Act
Protecting the Right to Organize Act of 2021
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
independent contractor status (HR 842/S 420 - the PRO Act, and the DOL's delay & withdrawal of the final rule clarifying the definition of independent contractor under the FLSA); retirement security legislation such as the Securing a Strong Retirement Act; SEC Regulation Best Interest, diversity & inclusion, payments to ensemble practices, SEC share class enforcement efforts, fixes to Tax Cuts and Jobs Act (TCJA) 2017 such as restoring the tax deductibility of advisory fees, tax provisions in the Build Back Better Act
Protecting the Right to Organize Act of 2021
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
independent contractor status (HR 842/S 420 - the PRO Act, and the DOL's delay & withdrawal of the final rule clarifying the definition of independent contractor under the FLSA); retirement security legislation such as the Securing a Strong Retirement Act; SEC Regulation Best Interest, diversity & inclusion, payments to ensemble practices, SEC share class enforcement efforts, fixes to Tax Cuts and Jobs Act (TCJA) 2017 such as restoring the tax deductibility of advisory fees, tax provisions in the Build Back Better Act
Protecting the Right to Organize Act of 2021
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
independent contractor status (HR 842/S 420 - the PRO Act, and the DOL's delay & withdrawal of the final rule clarifying the definition of independent contractor under the FLSA); retirement security legislation such as the Securing a Strong Retirement Act; SEC Regulation Best Interest, diversity & inclusion, payments to ensemble practices, SEC share class enforcement efforts, fixes to Tax Cuts and Jobs Act (TCJA) 2017 such as restoring the tax deductibility of advisory fees, tax provisions in the Build Back Better Act
Protecting the Right to Organize Act of 2021
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
independent contractor status (HR 842/S 420 - the PRO Act, and the DOL's proposed rule on Employee or Independent Contractor Classification Under the FLSA); retirement security legislation such as the Securing a Strong Retirement Act; SEC Regulation Best Interest, diversity & inclusion, payments to ensemble practices, SEC share class enforcement efforts, fixes to Tax Cuts and Jobs Act (TCJA) 2017 such as restoring the tax deductibility of advisory fees, tax provisions in the Build Back Better Act
Protecting the Right to Organize Act of 2021
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
independent contractor status (HR 842/S 420 - the PRO Act, and the DOL's delay & withdrawal of the final rule clarifying the definition of independent contractor under the FLSA); retirement security legislation such as the Securing a Strong Retirement Act; SEC Regulation Best Interest, diversity & inclusion, payments to ensemble practices, SEC share class enforcement efforts, fixes to Tax Cuts and Jobs Act (TCJA) 2017 such as restoring the tax deductibility of advisory fees, tax provisions in the Build Back Better Act
Protecting the Right to Organize Act of 2021
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
independent contractor status (HR 842/S 420 - the PRO Act, and the DOL's delay & withdrawal of the final rule clarifying the definition of independent contractor under the FLSA); retirement security legislation such as the Securing a Strong Retirement Act; SEC Regulation Best Interest, diversity & inclusion, payments to ensemble practices, SEC share class enforcement efforts, fixes to Tax Cuts and Jobs Act (TCJA) 2017 such as restoring the tax deductibility of advisory fees, tax provisions in the Build Back Better Act
Protecting the Right to Organize Act of 2021
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
independent contractor status (HR 842/S 420 - the PRO Act, and the DOL's delay & withdrawal of the final rule clarifying the definition of independent contractor under the FLSA); retirement security legislation such as the Securing a Strong Retirement Act; SEC Regulation Best Interest, diversity & inclusion, payments to ensemble practices, SEC share class enforcement efforts, fixes to Tax Cuts and Jobs Act (TCJA) 2017 such as restoring the tax deductibility of advisory fees, tax provisions in the Build Back Better Act
Protecting the Right to Organize Act of 2021
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
independent contractor status (HR 842/S 420 - the PRO Act, and the DOL's delay & withdrawal of the final rule clarifying the definition of independent contractor under the FLSA); retirement security legislation such as the Securing a Strong Retirement Act; SEC Regulation Best Interest, diversity & inclusion, payments to ensemble practices, SEC share class enforcement efforts, fixes to Tax Cuts and Jobs Act (TCJA) 2017 such as restoring the tax deductibility of advisory fees
Protecting the Right to Organize Act of 2021
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
independent contractor status (HR 842/S 420 - the PRO Act, and the DOL's delay & withdrawal of the final rule clarifying the definition of independent contractor under the FLSA); retirement security legislation such as the Securing a Strong Retirement Act; SEC Regulation Best Interest, diversity & inclusion, payments to ensemble practices, SEC share class enforcement efforts, fixes to Tax Cuts and Jobs Act (TCJA) 2017 such as restoring the tax deductibility of advisory fees, tax provisions in the Build Back Better Act
Protecting the Right to Organize Act of 2021
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
independent contractor status (HR 842/S 420 - the PRO Act, and the DOL's delay & withdrawal of the final rule clarifying the definition of independent contractor under the FLSA); retirement security legislation such as the Securing a Strong Retirement Act; SEC Regulation Best Interest, diversity & inclusion, payments to ensemble practices, SEC share class enforcement efforts, fixes to Tax Cuts and Jobs Act (TCJA) 2017 such as restoring the tax deductibility of advisory fees, tax provisions in the Build Back Better Act
Protecting the Right to Organize Act of 2021
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
independent contractor status (HR 842/S 420 - the PRO Act, and the DOL's delay & withdrawal of the final rule clarifying the definition of independent contractor under the FLSA); retirement security legislation such as the Securing a Strong Retirement Act; SEC Regulation Best Interest, diversity & inclusion, payments to ensemble practices, SEC share class enforcement efforts, fixes to Tax Cuts and Jobs Act (TCJA) 2017 such as restoring the tax deductibility of advisory fees
Protecting the Right to Organize Act of 2021
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
independent contractor status (HR 842/S 420 - the PRO Act, and the DOL's delay & withdrawal of the final rule clarifying the definition of independent contractor under the FLSA); retirement security legislation such as the Securing a Strong Retirement Act; SEC Regulation Best Interest, diversity & inclusion, payments to ensemble practices, SEC share class enforcement efforts, fixes to Tax Cuts and Jobs Act (TCJA) 2017 such as restoring the tax deductibility of advisory fees
Protecting the Right to Organize Act of 2021
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
independent contractor status (HR 842/S 420 - the PRO Act, and the DOL's delay & withdrawal of the final rule clarifying the definition of independent contractor under the FLSA); retirement security legislation such as the Securing a Strong Retirement Act; SEC Regulation Best Interest, diversity & inclusion, payments to ensemble practices, SEC share class enforcement efforts, fixes to Tax Cuts and Jobs Act (TCJA) 2017 such as restoring the tax deductibility of advisory fees, tax provisions in the Build Back Better Act
Protecting the Right to Organize Act of 2021
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
independent contractor status (HR 842/S 420 - the PRO Act, and the DOL's delay & withdrawal of the final rule clarifying the definition of independent contractor under the FLSA); retirement security legislation such as the Securing a Strong Retirement Act; SEC Regulation Best Interest, diversity & inclusion, payments to ensemble practices, SEC share class enforcement efforts, fixes to Tax Cuts and Jobs Act (TCJA) 2017 such as restoring the tax deductibility of advisory fees, tax provisions in the Build Back Better Act
Protecting the Right to Organize Act of 2021
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
independent contractor status (HR 842/S 420 - the PRO Act, and the DOL's delay & withdrawal of the final rule clarifying the definition of independent contractor under the FLSA); retirement security legislation such as the Securing a Strong Retirement Act; SEC Regulation Best Interest, diversity & inclusion, payments to ensemble practices, SEC share class enforcement efforts, fixes to Tax Cuts and Jobs Act (TCJA) 2017 such as restoring the tax deductibility of advisory fees
2026 · second_quarter · Q2
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices and the Clarity for Compensation Act (HR 7187); the Financial Exploitation Prevention Act (HR 2478, S2228); the GROWTH Act (HR 2089, S 1839); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
FINANCIAL SERVICES INSTITUTE via FINANCIAL SERVICES INSTITUTE
2026 · first_quarter · Q1
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices and the Clarity for Compensation Act (HR 7187); the Financial Exploitation Prevention Act (HR 2478, S2228); the GROWTH Act (HR 2089, S 1839); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
FINANCIAL SERVICES INSTITUTE via FINANCIAL SERVICES INSTITUTE
2025 · fourth_quarter · Q4
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices; the Financial Exploitation Prevention Act (HR 2478, S2228); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
FINANCIAL SERVICES INSTITUTE via FINANCIAL SERVICES INSTITUTE
2025 · third_quarter · Q3
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices; the Financial Exploitation Prevention Act (HR 2478); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
FINANCIAL SERVICES INSTITUTE via FINANCIAL SERVICES INSTITUTE
2025 · second_quarter · Q2
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices; the Financial Exploitation Prevention Act (HR 2478); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
FINANCIAL SERVICES INSTITUTE via FINANCIAL SERVICES INSTITUTE
2025 · first_quarter · Q1
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices; the Financial Exploitation Prevention Act (HR 2478); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
FINANCIAL SERVICES INSTITUTE via FINANCIAL SERVICES INSTITUTE
2024 · fourth_quarter · Q4
Independent contractor status -the Modern Worker Empowerment Act HR 5513, the PRO Act HR 20/S 567, the Employee Rights Act, the Department of Labor's Rule on Independent Contractor Classification under the FLSA and accompanying CRA resolution of disapproval; SEC Regulation Best Interest; payments to ensemble practices; the Financial Exploitation Prevention Act (HR 500, S 1481); regulation by enforcement; the Department of Labor's Retirement Security Rule and accompanying CRA resolution of disapproval
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
FINANCIAL SERVICES INSTITUTE via FINANCIAL SERVICES INSTITUTE
2024 · third_quarter · Q3
Independent contractor status -the Modern Worker Empowerment Act HR 5513, the PRO Act HR 20/S 567, the Employee Rights Act, the Department of Labor's Rule on Independent Contractor Classification under the FLSA and accompanying CRA resolution of disapproval; SEC Regulation Best Interest; payments to ensemble practices; the Financial Exploitation Prevention Act (HR 500, S 1481); regulation by enforcement; the Department of Labor's Retirement Security Rule and accompanying CRA resolution of disapproval
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
FINANCIAL SERVICES INSTITUTE via FINANCIAL SERVICES INSTITUTE
2024 · second_quarter · Q2
Independent contractor status -the Modern Worker Empowerment Act HR 5513, the PRO Act HR 20/S 567, the Employee Rights Act, the Department of Labor's Rule on Independent Contractor Classification under the FLSA and accompanying CRA resolution of disapproval; SEC Regulation Best Interest; payments to ensemble practices; the Financial Exploitation Prevention Act (HR 500, S 1481); regulation by enforcement; the Department of Labor's Retirement Security Rule and accompanying CRA resolution of disapproval
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
FINANCIAL SERVICES INSTITUTE via FINANCIAL SERVICES INSTITUTE
2024 · first_quarter · Q1
Independent contractor status -the Modern Worker Empowerment Act HR 5513, the PRO Act HR 20/S 567, the Employee Rights Act, the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments to ensemble practices; the Financial Exploitation Prevention Act (HR 500, S 1481); regulation by enforcement; the Department of Labor's Retirement Security Rule
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
FINANCIAL SERVICES INSTITUTE via FINANCIAL SERVICES INSTITUTE
2023 · fourth_quarter · Q4
Independent contractor status -the Modern Worker Empowerment Act HR 5513, the PRO Act HR 20/S 567, the Employee Rights Act, the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments to ensemble practices; the Financial Exploitation Prevention Act (HR 500, S 1481); regulation by enforcement; the Department of Labor's Proposed Retirement Security Rule
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
FINANCIAL SERVICES INSTITUTE via FINANCIAL SERVICES INSTITUTE
2023 · third_quarter · Q3
Independent contractor status -the Modern Worker Empowerment Act HR 5513, the PRO Act HR 20/S 567, the Employee Rights Act, the Department of Labor's Proposed Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments to ensemble practices; the Financial Exploitation Prevention Act (HR 500, S 1481); regulation by enforcement
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
FINANCIAL SERVICES INSTITUTE via FINANCIAL SERVICES INSTITUTE
2023 · second_quarter · Q2
Independent contractor status -the PRO Act HR 20/S 567, the Employee Rights Act, the Department of Labor's Proposed Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments to ensemble practices; the Financial Exploitation Prevention Act (HR 500, S 1481); regulation by enforcement
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
FINANCIAL SERVICES INSTITUTE via FINANCIAL SERVICES INSTITUTE
2023 · first_quarter · Q1
Independent contractor status -the PRO Act HR 20/S 567, the Employee Rights Act, the Department of Labor's Proposed Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments to ensemble practices; the Financial Exploitation Prevention Act (HR 500); regulation by enforcement
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
FINANCIAL SERVICES INSTITUTE via FINANCIAL SERVICES INSTITUTE
2022 · fourth_quarter · Q4
independent contractor status (HR 842/S 420 - the PRO Act, and the DOL's proposed rule on Employee or Independent Contractor Classification Under the FLSA); retirement security legislation such as the Securing a Strong Retirement Act; SEC Regulation Best Interest, diversity & inclusion, payments to ensemble practices, SEC share class enforcement efforts, fixes to Tax Cuts and Jobs Act (TCJA) 2017 such as restoring the tax deductibility of advisory fees, tax provisions in the Build Back Better Act
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
FINANCIAL SERVICES INSTITUTE via FINANCIAL SERVICES INSTITUTE
2022 · third_quarter · Q3
independent contractor status (HR 842/S 420 - the PRO Act, and the DOL's delay & withdrawal of the final rule clarifying the definition of independent contractor under the FLSA); retirement security legislation such as the Securing a Strong Retirement Act; SEC Regulation Best Interest, diversity & inclusion, payments to ensemble practices, SEC share class enforcement efforts, fixes to Tax Cuts and Jobs Act (TCJA) 2017 such as restoring the tax deductibility of advisory fees, tax provisions in the Build Back Better Act
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
FINANCIAL SERVICES INSTITUTE via FINANCIAL SERVICES INSTITUTE
2022 · second_quarter · Q2
independent contractor status (HR 842/S 420 - the PRO Act, and the DOL's delay & withdrawal of the final rule clarifying the definition of independent contractor under the FLSA); retirement security legislation such as the Securing a Strong Retirement Act; SEC Regulation Best Interest, diversity & inclusion, payments to ensemble practices, SEC share class enforcement efforts, fixes to Tax Cuts and Jobs Act (TCJA) 2017 such as restoring the tax deductibility of advisory fees, tax provisions in the Build Back Better Act
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
FINANCIAL SERVICES INSTITUTE via FINANCIAL SERVICES INSTITUTE
2022 · first_quarter · Q1
independent contractor status (HR 842/S 420 - the PRO Act, and the DOL's delay & withdrawal of the final rule clarifying the definition of independent contractor under the FLSA); retirement security legislation such as the Securing a Strong Retirement Act; SEC Regulation Best Interest, diversity & inclusion, payments to ensemble practices, SEC share class enforcement efforts, fixes to Tax Cuts and Jobs Act (TCJA) 2017 such as restoring the tax deductibility of advisory fees, tax provisions in the Build Back Better Act
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
FINANCIAL SERVICES INSTITUTE via FINANCIAL SERVICES INSTITUTE
2021 · fourth_quarter · Q4
independent contractor status (HR 842/S 420 - the PRO Act, and the DOL's delay & withdrawal of the final rule clarifying the definition of independent contractor under the FLSA); retirement security legislation such as the Securing a Strong Retirement Act; SEC Regulation Best Interest, diversity & inclusion, payments to ensemble practices, SEC share class enforcement efforts, fixes to Tax Cuts and Jobs Act (TCJA) 2017 such as restoring the tax deductibility of advisory fees, tax provisions in the Build Back Better Act
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
FINANCIAL SERVICES INSTITUTE via FINANCIAL SERVICES INSTITUTE
2021 · third_quarter · Q3
independent contractor status (HR 842/S 420 - the PRO Act, and the DOL's delay & withdrawal of the final rule clarifying the definition of independent contractor under the FLSA); retirement security legislation such as the Securing a Strong Retirement Act; SEC Regulation Best Interest, diversity & inclusion, payments to ensemble practices, SEC share class enforcement efforts, fixes to Tax Cuts and Jobs Act (TCJA) 2017 such as restoring the tax deductibility of advisory fees, tax provisions in the Build Back Better Act
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
FINANCIAL SERVICES INSTITUTE via FINANCIAL SERVICES INSTITUTE
2021 · second_quarter · Q2
independent contractor status (HR 842/S 420 - the PRO Act, and the DOL's delay & withdrawal of the final rule clarifying the definition of independent contractor under the FLSA); retirement security legislation such as the Securing a Strong Retirement Act; SEC Regulation Best Interest, diversity & inclusion, payments to ensemble practices, SEC share class enforcement efforts, fixes to Tax Cuts and Jobs Act (TCJA) 2017 such as restoring the tax deductibility of advisory fees
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
FINANCIAL SERVICES INSTITUTE via FINANCIAL SERVICES INSTITUTE
2021 · first_quarter · Q1
independent contractor status (HR 842/S 420 - the PRO Act, and the DOL's delay & withdrawal of the final rule clarifying the definition of independent contractor under the FLSA); retirement security legislation such as the Securing a Strong Retirement Act; SEC Regulation Best Interest, diversity & inclusion, payments to ensemble practices, SEC share class enforcement efforts, fixes to Tax Cuts and Jobs Act (TCJA) 2017 such as restoring the tax deductibility of advisory fees
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
FINANCIAL SERVICES INSTITUTE via FINANCIAL SERVICES INSTITUTE
2020 · fourth_quarter · Q4
SEC Regulation Best Interest, diversity & inclusion, Coronavirus Aid, Relief, and. Economic Security (CARES) Act, payments to ensemble practices, DOL Association Health Plan Rule, SEC share class enforcement efforts, fixes to Tax Cuts and Jobs Act (TCJA) 2017 such as restoring the tax deductibility of advisory fees
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
FINANCIAL SERVICES INSTITUTE via FINANCIAL SERVICES INSTITUTE
2020 · third_quarter · 3A
SEC Regulation Best Interest, diversity & inclusion, Coronavirus Aid, Relief, and. Economic Security (CARES) Act, payments to ensemble practices, DOL Association Health Plan Rule, SEC share class enforcement efforts, fixes to Tax Cuts and Jobs Act (TCJA) 2017 such as restoring the tax deductibility of advisory fees
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
FINANCIAL SERVICES INSTITUTE via FINANCIAL SERVICES INSTITUTE
2020 · second_quarter · 2A
SEC Regulation Best Interest, diversity & inclusion, Coronavirus Aid, Relief, and. Economic Security (CARES) Act, payments to ensemble practices, DOL Association Health Plan Rule, SEC share class enforcement efforts, fixes to Tax Cuts and Jobs Act (TCJA) 2017 such as restoring the tax deductibility of advisory fees
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
FINANCIAL SERVICES INSTITUTE via FINANCIAL SERVICES INSTITUTE
2020 · first_quarter · 1A
SEC Regulation Best Interest, diversity & inclusion, Coronavirus Aid, Relief, and. Economic Security (CARES) Act, payments to ensemble practices, DOL Association Health Plan Rule, SEC share class enforcement efforts, fixes to Tax Cuts and Jobs Act (TCJA) 2017 such as restoring the tax deductibility of advisory fees
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
FINANCIAL SERVICES INSTITUTE via FINANCIAL SERVICES INSTITUTE
2020 · third_quarter · Q3
SEC Regulation Best Interest, diversity & inclusion, Coronavirus Aid, Relief, and. Economic Security (CARES) Act, payments to ensemble practices, DOL Association Health Plan Rule, SEC share class enforcement efforts, fixes to Tax Cuts and Jobs Act (TCJA) 2017 such as restoring the tax deductibility of advisory fees
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
FINANCIAL SERVICES INSTITUTE via FINANCIAL SERVICES INSTITUTE
2020 · second_quarter · Q2
SEC Regulation Best Interest, diversity & inclusion, Coronavirus Aid, Relief, and. Economic Security (CARES) Act, payments to ensemble practices, DOL Association Health Plan Rule, SEC share class enforcement efforts, fixes to Tax Cuts and Jobs Act (TCJA) 2017 such as restoring the tax deductibility of advisory fees
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
FINANCIAL SERVICES INSTITUTE via FINANCIAL SERVICES INSTITUTE
2020 · first_quarter · Q1
SEC Regulation Best Interest, diversity & inclusion, Coronavirus Aid, Relief, and. Economic Security (CARES) Act, payments to ensemble practices, DOL Association Health Plan Rule, SEC share class enforcement efforts, fixes to Tax Cuts and Jobs Act (TCJA) 2017 such as restoring the tax deductibility of advisory fees
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
FINANCIAL SERVICES INSTITUTE via FINANCIAL SERVICES INSTITUTE
2019 · fourth_quarter · Q4
SEC Regulation Best Interest, diversity & inclusion, Small Business Audit Correction Act, SEC Disclosure Effectiveness Testing Act, Wall Street Tax Act of 2019, Setting Every Community Up for Retirement Enhancement (SECURE) Act, payments to ensemble practices, DOL Association Health Plan Rule, SEC share class enforcement efforts
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
FINANCIAL SERVICES INSTITUTE via FINANCIAL SERVICES INSTITUTE
2019 · third_quarter · Q3
SEC Regulation Best Interest, diversity & inclusion, Small Business Audit Correction Act, SEC Disclosure Effectiveness Testing Act, Wall Street Tax Act of 2019, Setting Every Community Up for Retirement Enhancement (SECURE) Act, payments to ensemble practices, DOL Association Health Plan Rule, SEC share class enforcement efforts
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
FINANCIAL SERVICES INSTITUTE via FINANCIAL SERVICES INSTITUTE
2019 · second_quarter · Q2
SEC Regulation Best Interest, diversity & inclusion, Small Business Audit Correction Act, SEC Disclosure Effectiveness Testing Act, Wall Street Tax Act of 2019, Setting Every Community Up for Retirement Enhancement (SECURE) Act, payments to ensemble practices, DOL Association Health Plan Rule, SEC share class enforcement efforts
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
FINANCIAL SERVICES INSTITUTE via FINANCIAL SERVICES INSTITUTE
2019 · first_quarter · 1A
SEC Regulation Best Interest, diversity & inclusion, Small Business Audit Correction Act, SEC Disclosure Effectiveness Testing Act, Wall Street Tax Act of 2019, payments to ensemble practices, DOL Association Health Plan Rule, SEC share class enforcement efforts
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
FINANCIAL SERVICES INSTITUTE via FINANCIAL SERVICES INSTITUTE
2019 · first_quarter · Q1
SEC Regulation Best Interest, diversity & inclusion, Small Business Audit Correction Act, SEC Disclosure Effectiveness Testing Act, Wall Street Tax Act of 2019, payments to ensemble practices, DOL Association Health Plan Rule
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)