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Income and expense are whole-filing amounts associated with this lobbyist, not personal compensation or an allocated share.
No topic inference: each bill number appears in source LDA issue text assigned to this lobbyist.
Generating Retirement Ownership through Long-Term Holding
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 1526, Retirement Savings for Americans Act of 2025 S 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S 2207, To amend the IRC of 1986 to reform the treatment of digital assets HR 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act HR 2696, Retirement Savings for Americans Act of 2025 Digital Asset PARITY Act PL 119-21, Trump Accounts implementation Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
Financial Exploitation Prevention Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2026 · third_quarter · Q3
S. 4360, INSIGHT Act H.R. 2869, EBSA Investigations Transparency Act H.R. 2958, Balance the Scales Act H.R. 6084, ERISA Litigation Reform Act DOL proposed rule on Fiduciary Duties in Selecting Designated Investment Alternatives DOL QPAM Exemption E.O. Promoting Retirement-Savings Access for American Workers by Establishing TrumpIRA.gov
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Source: Senate LDA
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 H.R. 8398, GUARD Financial Data Act P.L. 119-27, GENIUS Act Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform Restricting institutional investors from buying single-family homes SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Financial Exploitation Prevention Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Financial Exploitation Prevention Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S 1808, Access to Small Business Investor Capital Act S 1877, Improving Disclosure for Investors Act of 2025 S 2840, Financial Exploitation Prevention Act of 2025 S 3578, Financial Stability Oversight Council Improvement Act of 2025 S 3671, Increasing Investor Opportunities Act S 4064, Digital Commodity Intermediaries Act HR 2478, Financial Exploitation Prevention Act of 2025 HR 3383, INVEST Act (Sections 202, 205, 206, 302) HR 3682, Financial Stability Oversight Council Improvement Act of 2025 PL 119-27, GENIUS Act Escheatment of securities Exempt unlisted BDCs from State regulation Infrastructure Financing Investment Company Act of 1940 modernization SEC Political Contributions Rule Proxy process reform Restricting institutional investors from buying single-family homes SEC and CFTC Statutory Disqualifications Tokenization
Retirement Savings for Americans Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 1526, Retirement Savings for Americans Act of 2025 S 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S 2207, To amend the IRC of 1986 to reform the treatment of digital assets HR 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act HR 2696, Retirement Savings for Americans Act of 2025 Digital Asset PARITY Act PL 119-21, Trump Accounts implementation Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
EBSA Investigations Transparency Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 4360, INSIGHT Act H.R. 2869, EBSA Investigations Transparency Act H.R. 2958, Balance the Scales Act H.R. 6084, ERISA Litigation Reform Act DOL proposed rule on Fiduciary Duties in Selecting Designated Investment Alternatives DOL QPAM Exemption E.O. Promoting Retirement-Savings Access for American Workers by Establishing TrumpIRA.gov
EBSA Investigations Transparency Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2869, EBSA Investigations Transparency Act H.R. 2958, Balance the Scales Act H.R. 6084, ERISA Litigation Reform Act DOL proposed rule on Fiduciary Duties in Selecting Designated Investment Alternatives DOL QPAM Exemption
EBSA Investigations Transparency Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 3086, Restoring Integrity in Fiduciary Duty Act HR 2869, EBSA Investigations Transparency Act HR 2958, Balance the Scales Act HR 2988, Protecting Prudent Investment of Retirement Savings Act HR 6084, ERISA Litigation Reform Act EO on Democratizing Access to Alternative Assets for 401(k) Investors DOL proposed rule on "Fiduciary Duties in Selecting Designated Investment Alternatives"
Balance the Scales Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 4360, INSIGHT Act H.R. 2869, EBSA Investigations Transparency Act H.R. 2958, Balance the Scales Act H.R. 6084, ERISA Litigation Reform Act DOL proposed rule on Fiduciary Duties in Selecting Designated Investment Alternatives DOL QPAM Exemption E.O. Promoting Retirement-Savings Access for American Workers by Establishing TrumpIRA.gov
Balance the Scales Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2869, EBSA Investigations Transparency Act H.R. 2958, Balance the Scales Act H.R. 6084, ERISA Litigation Reform Act DOL proposed rule on Fiduciary Duties in Selecting Designated Investment Alternatives DOL QPAM Exemption
Balance the Scales Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 3086, Restoring Integrity in Fiduciary Duty Act HR 2869, EBSA Investigations Transparency Act HR 2958, Balance the Scales Act HR 2988, Protecting Prudent Investment of Retirement Savings Act HR 6084, ERISA Litigation Reform Act EO on Democratizing Access to Alternative Assets for 401(k) Investors DOL proposed rule on "Fiduciary Duties in Selecting Designated Investment Alternatives"
Protecting Prudent Investment of Retirement Savings Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 3086, Restoring Integrity in Fiduciary Duty Act HR 2869, EBSA Investigations Transparency Act HR 2958, Balance the Scales Act HR 2988, Protecting Prudent Investment of Retirement Savings Act HR 6084, ERISA Litigation Reform Act EO on Democratizing Access to Alternative Assets for 401(k) Investors DOL proposed rule on "Fiduciary Duties in Selecting Designated Investment Alternatives"
Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 H.R. 8398, GUARD Financial Data Act P.L. 119-27, GENIUS Act Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform Restricting institutional investors from buying single-family homes SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S 1808, Access to Small Business Investor Capital Act S 1877, Improving Disclosure for Investors Act of 2025 S 2840, Financial Exploitation Prevention Act of 2025 S 3578, Financial Stability Oversight Council Improvement Act of 2025 S 3671, Increasing Investor Opportunities Act S 4064, Digital Commodity Intermediaries Act HR 2478, Financial Exploitation Prevention Act of 2025 HR 3383, INVEST Act (Sections 202, 205, 206, 302) HR 3682, Financial Stability Oversight Council Improvement Act of 2025 PL 119-27, GENIUS Act Escheatment of securities Exempt unlisted BDCs from State regulation Infrastructure Financing Investment Company Act of 1940 modernization SEC Political Contributions Rule Proxy process reform Restricting institutional investors from buying single-family homes SEC and CFTC Statutory Disqualifications Tokenization
Digital Asset Market Clarity Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 H.R. 8398, GUARD Financial Data Act P.L. 119-27, GENIUS Act Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform Restricting institutional investors from buying single-family homes SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Digital Asset Market Clarity Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Financial Stability Oversight Council Improvement Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 H.R. 8398, GUARD Financial Data Act P.L. 119-27, GENIUS Act Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform Restricting institutional investors from buying single-family homes SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Financial Stability Oversight Council Improvement Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Financial Stability Oversight Council Improvement Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S 1808, Access to Small Business Investor Capital Act S 1877, Improving Disclosure for Investors Act of 2025 S 2840, Financial Exploitation Prevention Act of 2025 S 3578, Financial Stability Oversight Council Improvement Act of 2025 S 3671, Increasing Investor Opportunities Act S 4064, Digital Commodity Intermediaries Act HR 2478, Financial Exploitation Prevention Act of 2025 HR 3383, INVEST Act (Sections 202, 205, 206, 302) HR 3682, Financial Stability Oversight Council Improvement Act of 2025 PL 119-27, GENIUS Act Escheatment of securities Exempt unlisted BDCs from State regulation Infrastructure Financing Investment Company Act of 1940 modernization SEC Political Contributions Rule Proxy process reform Restricting institutional investors from buying single-family homes SEC and CFTC Statutory Disqualifications Tokenization
ERISA Litigation Reform Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 4360, INSIGHT Act H.R. 2869, EBSA Investigations Transparency Act H.R. 2958, Balance the Scales Act H.R. 6084, ERISA Litigation Reform Act DOL proposed rule on Fiduciary Duties in Selecting Designated Investment Alternatives DOL QPAM Exemption E.O. Promoting Retirement-Savings Access for American Workers by Establishing TrumpIRA.gov
ERISA Litigation Reform Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
H.R. 2869, EBSA Investigations Transparency Act H.R. 2958, Balance the Scales Act H.R. 6084, ERISA Litigation Reform Act DOL proposed rule on Fiduciary Duties in Selecting Designated Investment Alternatives DOL QPAM Exemption
ERISA Litigation Reform Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 3086, Restoring Integrity in Fiduciary Duty Act HR 2869, EBSA Investigations Transparency Act HR 2958, Balance the Scales Act HR 2988, Protecting Prudent Investment of Retirement Savings Act HR 6084, ERISA Litigation Reform Act EO on Democratizing Access to Alternative Assets for 401(k) Investors DOL proposed rule on "Fiduciary Duties in Selecting Designated Investment Alternatives"
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 H.R. 8398, GUARD Financial Data Act P.L. 119-27, GENIUS Act Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform Restricting institutional investors from buying single-family homes SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Guidelines for Use, Access, and Responsible Disclosure of Financial Data Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 H.R. 8398, GUARD Financial Data Act P.L. 119-27, GENIUS Act Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform Restricting institutional investors from buying single-family homes SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Retirement Savings for Americans Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 1526, Retirement Savings for Americans Act of 2025 S 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S 2207, To amend the IRC of 1986 to reform the treatment of digital assets HR 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act HR 2696, Retirement Savings for Americans Act of 2025 Digital Asset PARITY Act PL 119-21, Trump Accounts implementation Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
Access to Small Business Investor Capital Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 H.R. 8398, GUARD Financial Data Act P.L. 119-27, GENIUS Act Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform Restricting institutional investors from buying single-family homes SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Access to Small Business Investor Capital Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Access to Small Business Investor Capital Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S 1808, Access to Small Business Investor Capital Act S 1877, Improving Disclosure for Investors Act of 2025 S 2840, Financial Exploitation Prevention Act of 2025 S 3578, Financial Stability Oversight Council Improvement Act of 2025 S 3671, Increasing Investor Opportunities Act S 4064, Digital Commodity Intermediaries Act HR 2478, Financial Exploitation Prevention Act of 2025 HR 3383, INVEST Act (Sections 202, 205, 206, 302) HR 3682, Financial Stability Oversight Council Improvement Act of 2025 PL 119-27, GENIUS Act Escheatment of securities Exempt unlisted BDCs from State regulation Infrastructure Financing Investment Company Act of 1940 modernization SEC Political Contributions Rule Proxy process reform Restricting institutional investors from buying single-family homes SEC and CFTC Statutory Disqualifications Tokenization
Generating Retirement Ownership through Long-Term Holding
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 1526, Retirement Savings for Americans Act of 2025 S 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S 2207, To amend the IRC of 1986 to reform the treatment of digital assets HR 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act HR 2696, Retirement Savings for Americans Act of 2025 Digital Asset PARITY Act PL 119-21, Trump Accounts implementation Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
Improving Disclosure for Investors Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 H.R. 8398, GUARD Financial Data Act P.L. 119-27, GENIUS Act Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform Restricting institutional investors from buying single-family homes SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Improving Disclosure for Investors Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Improving Disclosure for Investors Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S 1808, Access to Small Business Investor Capital Act S 1877, Improving Disclosure for Investors Act of 2025 S 2840, Financial Exploitation Prevention Act of 2025 S 3578, Financial Stability Oversight Council Improvement Act of 2025 S 3671, Increasing Investor Opportunities Act S 4064, Digital Commodity Intermediaries Act HR 2478, Financial Exploitation Prevention Act of 2025 HR 3383, INVEST Act (Sections 202, 205, 206, 302) HR 3682, Financial Stability Oversight Council Improvement Act of 2025 PL 119-27, GENIUS Act Escheatment of securities Exempt unlisted BDCs from State regulation Infrastructure Financing Investment Company Act of 1940 modernization SEC Political Contributions Rule Proxy process reform Restricting institutional investors from buying single-family homes SEC and CFTC Statutory Disqualifications Tokenization
A bill to amend the Internal Revenue Code of 1986 to reform the treatment of digital assets.
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 1526, Retirement Savings for Americans Act of 2025 S 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S 2207, To amend the IRC of 1986 to reform the treatment of digital assets HR 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act HR 2696, Retirement Savings for Americans Act of 2025 Digital Asset PARITY Act PL 119-21, Trump Accounts implementation Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
Financial Exploitation Prevention Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 H.R. 8398, GUARD Financial Data Act P.L. 119-27, GENIUS Act Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform Restricting institutional investors from buying single-family homes SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Financial Exploitation Prevention Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Financial Exploitation Prevention Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S 1808, Access to Small Business Investor Capital Act S 1877, Improving Disclosure for Investors Act of 2025 S 2840, Financial Exploitation Prevention Act of 2025 S 3578, Financial Stability Oversight Council Improvement Act of 2025 S 3671, Increasing Investor Opportunities Act S 4064, Digital Commodity Intermediaries Act HR 2478, Financial Exploitation Prevention Act of 2025 HR 3383, INVEST Act (Sections 202, 205, 206, 302) HR 3682, Financial Stability Oversight Council Improvement Act of 2025 PL 119-27, GENIUS Act Escheatment of securities Exempt unlisted BDCs from State regulation Infrastructure Financing Investment Company Act of 1940 modernization SEC Political Contributions Rule Proxy process reform Restricting institutional investors from buying single-family homes SEC and CFTC Statutory Disqualifications Tokenization
Restoring Integrity in Fiduciary Duty Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 3086, Restoring Integrity in Fiduciary Duty Act HR 2869, EBSA Investigations Transparency Act HR 2958, Balance the Scales Act HR 2988, Protecting Prudent Investment of Retirement Savings Act HR 6084, ERISA Litigation Reform Act EO on Democratizing Access to Alternative Assets for 401(k) Investors DOL proposed rule on "Fiduciary Duties in Selecting Designated Investment Alternatives"
Financial Stability Oversight Council Improvement Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 H.R. 8398, GUARD Financial Data Act P.L. 119-27, GENIUS Act Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform Restricting institutional investors from buying single-family homes SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Financial Stability Oversight Council Improvement Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Financial Stability Oversight Council Improvement Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S 1808, Access to Small Business Investor Capital Act S 1877, Improving Disclosure for Investors Act of 2025 S 2840, Financial Exploitation Prevention Act of 2025 S 3578, Financial Stability Oversight Council Improvement Act of 2025 S 3671, Increasing Investor Opportunities Act S 4064, Digital Commodity Intermediaries Act HR 2478, Financial Exploitation Prevention Act of 2025 HR 3383, INVEST Act (Sections 202, 205, 206, 302) HR 3682, Financial Stability Oversight Council Improvement Act of 2025 PL 119-27, GENIUS Act Escheatment of securities Exempt unlisted BDCs from State regulation Infrastructure Financing Investment Company Act of 1940 modernization SEC Political Contributions Rule Proxy process reform Restricting institutional investors from buying single-family homes SEC and CFTC Statutory Disqualifications Tokenization
Increasing Investor Opportunities Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 H.R. 8398, GUARD Financial Data Act P.L. 119-27, GENIUS Act Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform Restricting institutional investors from buying single-family homes SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Increasing Investor Opportunities Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Increasing Investor Opportunities Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S 1808, Access to Small Business Investor Capital Act S 1877, Improving Disclosure for Investors Act of 2025 S 2840, Financial Exploitation Prevention Act of 2025 S 3578, Financial Stability Oversight Council Improvement Act of 2025 S 3671, Increasing Investor Opportunities Act S 4064, Digital Commodity Intermediaries Act HR 2478, Financial Exploitation Prevention Act of 2025 HR 3383, INVEST Act (Sections 202, 205, 206, 302) HR 3682, Financial Stability Oversight Council Improvement Act of 2025 PL 119-27, GENIUS Act Escheatment of securities Exempt unlisted BDCs from State regulation Infrastructure Financing Investment Company Act of 1940 modernization SEC Political Contributions Rule Proxy process reform Restricting institutional investors from buying single-family homes SEC and CFTC Statutory Disqualifications Tokenization
Digital Commodity Intermediaries Act
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S 1808, Access to Small Business Investor Capital Act S 1877, Improving Disclosure for Investors Act of 2025 S 2840, Financial Exploitation Prevention Act of 2025 S 3578, Financial Stability Oversight Council Improvement Act of 2025 S 3671, Increasing Investor Opportunities Act S 4064, Digital Commodity Intermediaries Act HR 2478, Financial Exploitation Prevention Act of 2025 HR 3383, INVEST Act (Sections 202, 205, 206, 302) HR 3682, Financial Stability Oversight Council Improvement Act of 2025 PL 119-27, GENIUS Act Escheatment of securities Exempt unlisted BDCs from State regulation Infrastructure Financing Investment Company Act of 1940 modernization SEC Political Contributions Rule Proxy process reform Restricting institutional investors from buying single-family homes SEC and CFTC Statutory Disqualifications Tokenization
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 H.R. 8398, GUARD Financial Data Act P.L. 119-27, GENIUS Act Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform Restricting institutional investors from buying single-family homes SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: INVESTMENT COMPANY INSTITUTE · Firm: INVESTMENT COMPANY INSTITUTE
S 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S 1808, Access to Small Business Investor Capital Act S 1877, Improving Disclosure for Investors Act of 2025 S 2840, Financial Exploitation Prevention Act of 2025 S 3578, Financial Stability Oversight Council Improvement Act of 2025 S 3671, Increasing Investor Opportunities Act S 4064, Digital Commodity Intermediaries Act HR 2478, Financial Exploitation Prevention Act of 2025 HR 3383, INVEST Act (Sections 202, 205, 206, 302) HR 3682, Financial Stability Oversight Council Improvement Act of 2025 PL 119-27, GENIUS Act Escheatment of securities Exempt unlisted BDCs from State regulation Infrastructure Financing Investment Company Act of 1940 modernization SEC Political Contributions Rule Proxy process reform Restricting institutional investors from buying single-family homes SEC and CFTC Statutory Disqualifications Tokenization
S. 4360, INSIGHT Act H.R. 2869, EBSA Investigations Transparency Act H.R. 2958, Balance the Scales Act H.R. 6084, ERISA Litigation Reform Act DOL proposed rule on Fiduciary Duties in Selecting Designated Investment Alternatives DOL QPAM Exemption E.O. Promoting Retirement-Savings Access for American Workers by Establishing TrumpIRA.gov
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2026 · second_quarter · Q2
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 H.R. 8398, GUARD Financial Data Act P.L. 119-27, GENIUS Act Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform Restricting institutional investors from buying single-family homes SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization
H.R. 2869, EBSA Investigations Transparency Act H.R. 2958, Balance the Scales Act H.R. 6084, ERISA Litigation Reform Act DOL proposed rule on Fiduciary Duties in Selecting Designated Investment Alternatives DOL QPAM Exemption
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of, White House Office
INVESTMENT COMPANY INSTITUTE via INVESTMENT COMPANY INSTITUTE
2026 · first_quarter · Q1
S 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S 1808, Access to Small Business Investor Capital Act S 1877, Improving Disclosure for Investors Act of 2025 S 2840, Financial Exploitation Prevention Act of 2025 S 3578, Financial Stability Oversight Council Improvement Act of 2025 S 3671, Increasing Investor Opportunities Act S 4064, Digital Commodity Intermediaries Act HR 2478, Financial Exploitation Prevention Act of 2025 HR 3383, INVEST Act (Sections 202, 205, 206, 302) HR 3682, Financial Stability Oversight Council Improvement Act of 2025 PL 119-27, GENIUS Act Escheatment of securities Exempt unlisted BDCs from State regulation Infrastructure Financing Investment Company Act of 1940 modernization SEC Political Contributions Rule Proxy process reform Restricting institutional investors from buying single-family homes SEC and CFTC Statutory Disqualifications Tokenization
S 3086, Restoring Integrity in Fiduciary Duty Act HR 2869, EBSA Investigations Transparency Act HR 2958, Balance the Scales Act HR 2988, Protecting Prudent Investment of Retirement Savings Act HR 6084, ERISA Litigation Reform Act EO on Democratizing Access to Alternative Assets for 401(k) Investors DOL proposed rule on "Fiduciary Duties in Selecting Designated Investment Alternatives"
FY27 Financial Services and General Government Appropriations
S 1526, Retirement Savings for Americans Act of 2025 S 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S 2207, To amend the IRC of 1986 to reform the treatment of digital assets HR 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act HR 2696, Retirement Savings for Americans Act of 2025 Digital Asset PARITY Act PL 119-21, Trump Accounts implementation Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office