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How to read the money
Income and expense are whole-filing amounts associated with this lobbyist, not personal compensation or an allocated share.
No topic inference: each bill number appears in source LDA issue text assigned to this lobbyist.
Equity market structure and trading regulation; systemic risk legislation, including the relevant provisions of S.3601, the Financial Stability Oversight Council Improvement Act of 2024, and H.R. 3812, the Financial Stability Oversight Council Improvement Act of 2023; systemic risk regulation; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023, and H.R.2799, the Expanding Access to Capital Act of 2023; investment advice regulation; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act, and H.R.4766, the Clarity for Payment Stablecoins Act of 2023; open-end fund liquidity; predictive data analytics proposal.
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
Retirement savings tax incentives; tax reform legislation; health savings accounts; student debt repayment tax incentives, including the relevant provisions of S.4778 and H.R.9164, the Employer Participation in Repayment Act; digital asset taxation.
Retirement policy; retirement savings enhancements; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2024; auto-portability; student debt data availability.
Source: Senate LDA
Disclosure effectiveness; retirement policy; retirement savings enhancements; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023, and H.R.2799, the Expanding Access to Capital Act of 2023; auto-portability; investment advice regulation; technical corrections and guidance for the Securing a Strong Retirement Act of 2022.
Equity market structure and trading regulation; systemic risk legislation, including the relevant provisions of H.R.3812, the Financial Stability Oversight Council Improvement Act of 2023; systemic risk regulation; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2024; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act and H.R.4766, the Clarity for Payment Stablecoins Act of 2023; open-end fund liquidity proposal; predictive data analytics proposal.
Emergency savings accounts; retirement policy; retirement savings enhancements; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023; auto-portability.
Equity market structure and trading regulation; systemic risk legislation, including the relevant provisions of S.3601, the Financial Stability Oversight Council Improvement Act of 2025; systemic risk regulation, including the relevant provisions of H.R. 3812, the Financial Stability Oversight Council Improvement Act of 2024; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023, and H.R.2799, the Expanding Access to Capital Act of 2024; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act, and H.R.4766, the Clarity for Payment Stablecoins Act of 2024; open-end fund liquidity; predictive data analytics proposal.
Equity market structure and trading regulation, including the relevant provisions of H.R.2799, the Expanding Access to Capital Act of 2023; systemic risk regulation, including the relevant provisions of H.R.3812, the Financial Stability Oversight Council Improvement Act of 2023; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023; investment advice regulation; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act, and H.R.4766, the Clarity for Payment Stablecoins Act of 2023; open-end fund liquidity proposal; predictive data analytics proposal.
Retirement policy; retirement savings enhancements; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2024; auto-portability; student debt data availability.
Retirement policy; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023, and H.R.2799, the Expanding Access to Capital Act of 2023; auto-portability.
Retirement policy; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023, and H.R.2799, the Expanding Access to Capital Act of 2023; auto-portability.
Equity market structure and trading regulation; systemic risk legislation, including the relevant provisions of S.3601, the Financial Stability Oversight Council Improvement Act of 2024, and H.R. 3812, the Financial Stability Oversight Council Improvement Act of 2023; systemic risk regulation; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023, and H.R.2799, the Expanding Access to Capital Act of 2023; investment advice regulation; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act, and H.R.4766, the Clarity for Payment Stablecoins Act of 2023; open-end fund liquidity; predictive data analytics proposal.
Disclosure effectiveness; retirement policy; retirement savings enhancements; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023, and H.R.2799, the Expanding Access to Capital Act of 2023; auto-portability; investment advice regulation; technical corrections and guidance for the Securing a Strong Retirement Act of 2022.
Equity market structure and trading regulation; systemic risk legislation, including the relevant provisions of S.3601, the Financial Stability Oversight Council Improvement Act of 2025; systemic risk regulation, including the relevant provisions of H.R. 3812, the Financial Stability Oversight Council Improvement Act of 2024; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023, and H.R.2799, the Expanding Access to Capital Act of 2024; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act, and H.R.4766, the Clarity for Payment Stablecoins Act of 2024; open-end fund liquidity; predictive data analytics proposal.
Equity market structure and trading regulation, including the relevant provisions of H.R.2799, the Expanding Access to Capital Act of 2023; systemic risk regulation, including the relevant provisions of H.R.3812, the Financial Stability Oversight Council Improvement Act of 2023; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023; investment advice regulation; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act, and H.R.4766, the Clarity for Payment Stablecoins Act of 2023; open-end fund liquidity proposal; predictive data analytics proposal.
Financial Stability Oversight Council Improvement Act of 2023
Equity market structure and trading regulation; systemic risk legislation, including the relevant provisions of S.3601, the Financial Stability Oversight Council Improvement Act of 2024, and H.R. 3812, the Financial Stability Oversight Council Improvement Act of 2023; systemic risk regulation; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023, and H.R.2799, the Expanding Access to Capital Act of 2023; investment advice regulation; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act, and H.R.4766, the Clarity for Payment Stablecoins Act of 2023; open-end fund liquidity; predictive data analytics proposal.
Financial Stability Oversight Council Improvement Act of 2023
Equity market structure and trading regulation; systemic risk legislation, including the relevant provisions of H.R.3812, the Financial Stability Oversight Council Improvement Act of 2023; systemic risk regulation; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2024; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act and H.R.4766, the Clarity for Payment Stablecoins Act of 2023; open-end fund liquidity proposal; predictive data analytics proposal.
Financial Stability Oversight Council Improvement Act of 2023
Equity market structure and trading regulation; systemic risk legislation, including the relevant provisions of S.3601, the Financial Stability Oversight Council Improvement Act of 2025; systemic risk regulation, including the relevant provisions of H.R. 3812, the Financial Stability Oversight Council Improvement Act of 2024; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023, and H.R.2799, the Expanding Access to Capital Act of 2024; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act, and H.R.4766, the Clarity for Payment Stablecoins Act of 2024; open-end fund liquidity; predictive data analytics proposal.
Financial Stability Oversight Council Improvement Act of 2023
Equity market structure and trading regulation, including the relevant provisions of H.R.2799, the Expanding Access to Capital Act of 2023; systemic risk regulation, including the relevant provisions of H.R.3812, the Financial Stability Oversight Council Improvement Act of 2023; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023; investment advice regulation; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act, and H.R.4766, the Clarity for Payment Stablecoins Act of 2023; open-end fund liquidity proposal; predictive data analytics proposal.
Financial Innovation and Technology for the 21st Century Act
Equity market structure and trading regulation; systemic risk legislation, including the relevant provisions of S.3601, the Financial Stability Oversight Council Improvement Act of 2024, and H.R. 3812, the Financial Stability Oversight Council Improvement Act of 2023; systemic risk regulation; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023, and H.R.2799, the Expanding Access to Capital Act of 2023; investment advice regulation; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act, and H.R.4766, the Clarity for Payment Stablecoins Act of 2023; open-end fund liquidity; predictive data analytics proposal.
Financial Innovation and Technology for the 21st Century Act
Equity market structure and trading regulation; systemic risk legislation, including the relevant provisions of H.R.3812, the Financial Stability Oversight Council Improvement Act of 2023; systemic risk regulation; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2024; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act and H.R.4766, the Clarity for Payment Stablecoins Act of 2023; open-end fund liquidity proposal; predictive data analytics proposal.
Financial Innovation and Technology for the 21st Century Act
Equity market structure and trading regulation; systemic risk legislation, including the relevant provisions of S.3601, the Financial Stability Oversight Council Improvement Act of 2025; systemic risk regulation, including the relevant provisions of H.R. 3812, the Financial Stability Oversight Council Improvement Act of 2024; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023, and H.R.2799, the Expanding Access to Capital Act of 2024; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act, and H.R.4766, the Clarity for Payment Stablecoins Act of 2024; open-end fund liquidity; predictive data analytics proposal.
Financial Innovation and Technology for the 21st Century Act
Equity market structure and trading regulation, including the relevant provisions of H.R.2799, the Expanding Access to Capital Act of 2023; systemic risk regulation, including the relevant provisions of H.R.3812, the Financial Stability Oversight Council Improvement Act of 2023; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023; investment advice regulation; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act, and H.R.4766, the Clarity for Payment Stablecoins Act of 2023; open-end fund liquidity proposal; predictive data analytics proposal.
Equity market structure and trading regulation; systemic risk legislation, including the relevant provisions of S.3601, the Financial Stability Oversight Council Improvement Act of 2024, and H.R. 3812, the Financial Stability Oversight Council Improvement Act of 2023; systemic risk regulation; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023, and H.R.2799, the Expanding Access to Capital Act of 2023; investment advice regulation; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act, and H.R.4766, the Clarity for Payment Stablecoins Act of 2023; open-end fund liquidity; predictive data analytics proposal.
Equity market structure and trading regulation, including the relevant provisions of H.R.2799, the Expanding Access to Capital Act of 2023; systemic risk regulation, including the relevant provisions of H.R.3812, the Financial Stability Oversight Council Improvement Act of 2023; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023; investment advice regulation; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act, and H.R.4766, the Clarity for Payment Stablecoins Act of 2023; open-end fund liquidity proposal; predictive data analytics proposal.
Equity market structure and trading regulation; systemic risk legislation, including the relevant provisions of H.R.3812, the Financial Stability Oversight Council Improvement Act of 2023; systemic risk regulation; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2024; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act and H.R.4766, the Clarity for Payment Stablecoins Act of 2023; open-end fund liquidity proposal; predictive data analytics proposal.
Equity market structure and trading regulation; systemic risk legislation, including the relevant provisions of S.3601, the Financial Stability Oversight Council Improvement Act of 2025; systemic risk regulation, including the relevant provisions of H.R. 3812, the Financial Stability Oversight Council Improvement Act of 2024; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023, and H.R.2799, the Expanding Access to Capital Act of 2024; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act, and H.R.4766, the Clarity for Payment Stablecoins Act of 2024; open-end fund liquidity; predictive data analytics proposal.
Tax treatment of financial products; retirement savings tax incentives; tax reform legislation; health savings accounts; student debt repayment tax incentives, including the relevant provisions of S.4778 and H.R. 9164, the Employer Participation in Repayment Act; digital asset taxation.
Retirement savings tax incentives; tax reform legislation; health savings accounts; student debt repayment tax incentives, including the relevant provisions of S.4778 and H.R.9164, the Employer Participation in Repayment Act; digital asset taxation.
Equity market structure and trading regulation; systemic risk legislation, including the relevant provisions of S.3601, the Financial Stability Oversight Council Improvement Act of 2025; systemic risk regulation, including the relevant provisions of H.R. 3812, the Financial Stability Oversight Council Improvement Act of 2024; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023, and H.R.2799, the Expanding Access to Capital Act of 2024; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act, and H.R.4766, the Clarity for Payment Stablecoins Act of 2024; open-end fund liquidity; predictive data analytics proposal.
Equity market structure and trading regulation; systemic risk legislation, including the relevant provisions of S.3601, the Financial Stability Oversight Council Improvement Act of 2024, and H.R. 3812, the Financial Stability Oversight Council Improvement Act of 2023; systemic risk regulation; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023, and H.R.2799, the Expanding Access to Capital Act of 2023; investment advice regulation; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act, and H.R.4766, the Clarity for Payment Stablecoins Act of 2023; open-end fund liquidity; predictive data analytics proposal.
Equity market structure and trading regulation; systemic risk legislation, including the relevant provisions of S.3601, the Financial Stability Oversight Council Improvement Act of 2025; systemic risk regulation, including the relevant provisions of H.R. 3812, the Financial Stability Oversight Council Improvement Act of 2024; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023, and H.R.2799, the Expanding Access to Capital Act of 2024; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act, and H.R.4766, the Clarity for Payment Stablecoins Act of 2024; open-end fund liquidity; predictive data analytics proposal.
Equity market structure and trading regulation; systemic risk legislation, including the relevant provisions of H.R.3812, the Financial Stability Oversight Council Improvement Act of 2023; systemic risk regulation; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2024; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act and H.R.4766, the Clarity for Payment Stablecoins Act of 2023; open-end fund liquidity proposal; predictive data analytics proposal.
Equity market structure and trading regulation, including the relevant provisions of H.R.2799, the Expanding Access to Capital Act of 2023; systemic risk regulation, including the relevant provisions of H.R.3812, the Financial Stability Oversight Council Improvement Act of 2023; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023; investment advice regulation; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act, and H.R.4766, the Clarity for Payment Stablecoins Act of 2023; open-end fund liquidity proposal; predictive data analytics proposal.
Retirement policy; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023, and H.R.2799, the Expanding Access to Capital Act of 2023; auto-portability.
Emergency savings accounts; retirement policy; retirement savings enhancements; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023; auto-portability.
Equity market structure and trading regulation; systemic risk legislation, including the relevant provisions of S.3601, the Financial Stability Oversight Council Improvement Act of 2024, and H.R. 3812, the Financial Stability Oversight Council Improvement Act of 2023; systemic risk regulation; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023, and H.R.2799, the Expanding Access to Capital Act of 2023; investment advice regulation; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act, and H.R.4766, the Clarity for Payment Stablecoins Act of 2023; open-end fund liquidity; predictive data analytics proposal.
Retirement policy; retirement savings enhancements; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2024; auto-portability; student debt data availability.
Disclosure effectiveness; retirement policy; retirement savings enhancements; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023, and H.R.2799, the Expanding Access to Capital Act of 2023; auto-portability; investment advice regulation; technical corrections and guidance for the Securing a Strong Retirement Act of 2022.
Tax treatment of financial products; retirement savings tax incentives; tax reform legislation; health savings accounts; student debt repayment tax incentives, including the relevant provisions of S.4778 and H.R. 9164, the Employer Participation in Repayment Act; digital asset taxation.
Retirement savings tax incentives; tax reform legislation; health savings accounts; student debt repayment tax incentives, including the relevant provisions of S.4778 and H.R.9164, the Employer Participation in Repayment Act; digital asset taxation.
Equity market structure and trading regulation; fixed income market structure; money market fund regulation; systemic risk legislation; systemic risk regulation, including the relevant provisions of H.R. 3812, the Financial Stability Oversight Council Act of 2023; e-delivery, including relevant provisions of H.R. 1807, the Improving Disclosure for Investors Act of 2023; investment advice regulation; data aggregation; digital assets; licensing and supervision for remote work; remote notarization; Environmental, Social, and Governance (ESG) legislation, including relevant provisions of H.R. 4237, the Ensuring Sound Guidance Act; Environmental, Social and Governance (ESG) regulation; remote inspections; SAFE Banking Act safe harbor provisions, including the relevant provisions of H.R. 2891, the Secure and Fair Enforcement Banking Act of 2023 and S.1323, the Secure and Fair Enforcement Banking Act of 2023; open-end fund liquidity.
Retirement policy; retirement savings enhancements; e-delivery, including relevant provisions of H.R. 1807, the Improving Disclosure for Investors Act of 2023; auto-portability; Environmental, Social, and Governance (ESG) legislation, including relevant provisions of H.R. 4600, the Protecting Retail Investors Savings Act; Environmental, Social, and Governance (ESG) regulation; investment advice regulation; technical corrections and guidance for the Securing a Strong Retirement Act of 2022.
Equity market structure and trading regulation; systemic risk legislation; systemic risk regulation; e-delivery, including relevant provisions of H.R. 1807, the Improving Disclosure for Investors Act of 2023; digital assets; remote notarization; Environmental, Social, and Governance (ESG) regulation; fixed income market structure; remote inspections; H.R. 1996 and S. 910, the SAFE Banking Act, safe harbor provisions; money market fund regulation; data aggregation; licensing and supervision for remote work; open-end fund liquidity; investment advice regulation
Retirement policy, including relevant provisions of H.R. 5340, the Providing Complete Information to Retirement Investors Act; retirement savings enhancements; e-delivery, including relevant provisions of H.R. 1807, the Improving Disclosure for Investors Act of 2023; auto-portability; Environmental, Social, and Governance (ESG) legislation, including relevant provisions of H.R. 4237, the Ensuring Sound Guidance Act; Environmental, Social, and Governance (ESG) regulation; investment advice regulation; remote notarization; technical corrections and guidance for the Securing a Strong Retirement Act of 2022.
Retirement policy; retirement savings enhancements; e-delivery, including relevant provisions of H.R. 1807, the Improving Disclosure for Investors Act of 2023; auto-portability; Environmental, Social, and Governance (ESG) legislation, including relevant provisions of H.R. 4600, the Protecting Retail Investors Savings Act; Environmental, Social, and Governance (ESG) regulation; investment advice regulation; technical corrections and guidance for the Securing a Strong Retirement Act of 2022.
investment advice regulation; remote notarization; Environmental, Social, and Governance (ESG) legislation, including relevant provisions of H.R. 4237, To amend the Investment Advisers Act of 1940 and the Employee Retirement Income Security Act of 1974 to specify requirements concerning the consideration of pecuniary and non-pecuniary factors; Environmental, Social, and Governance (ESG) regulation; retirement policy; retirement savings enhancements; auto-portability; ERISA plan investment options, including relevant provisions of S. 427, The Financial Freedom Act of 2023; technical corrections and guidance for the Securing a Strong Retirement Act of 2022; e-delivery, including relevant provisions of H.R. 1807, the Improving Disclosure for Investors Act of 2023
equity market structure and trading regulation; fixed income market structure; money market fund regulation; systemic risk legislation; systemic risk regulation, including the relevant provisions of H.R. 3812, the Financial Stability Oversight Council Improvement Act of 2023; e-delivery, including relevant provisions of H.R. 1807, the Improving Disclosure for Investors Act of 2023; investment advice regulation; data aggregation; digital assets; licensing and supervision for remote work; remote notarization; Environmental, Social, and Governance (ESG) legislation, including relevant provisions of H.R. 4237, To amend the Investment Advisers Act of 1940 and the Employee Retirement Income Security Act of 1974 to specify requirements concerning the consideration of pecuniary and non-pecuniary factors; Environmental, Social, and Governance (ESG) regulation; remote inspections; H.R. 1996 and S. 910, the SAFE Banking Act, safe harbor provisions; open-end fund liquidity
Equity market structure and trading regulation; money market fund regulation; systemic risk legislation; systemic risk regulation, including the relevant provisions of H.R. 3812, the Financial Stability Oversight Council Act of 2023; e-delivery, including relevant provisions of H.R. 1807, the Improving Disclosure for Investors Act of 2023; investment advice regulation; data aggregation; digital assets; licensing and supervision for remote work; Environmental, Social, and Governance (ESG) legislation, including relevant provisions of H.R. 4600, the Protecting Retail Investors Savings Act; Environmental, Social and Governance (ESG) regulation; remote inspections; open-end fund liquidity.
Retirement policy; retirement savings enhancements; Environmental, Social, and Governance (ESG) regulation; e-delivery, including relevant provisions of H.R. 1807, the Improving Disclosure for Investors Act of 2023; auto-portability; ERISA plan investment options including cryptocurrencies; remote notarization; technical corrections and guidance for the Securing a Strong Retirement Act of 2022
Equity market structure and trading regulation; money market fund regulation; systemic risk legislation; systemic risk regulation, including the relevant provisions of H.R. 3812, the Financial Stability Oversight Council Act of 2023; e-delivery, including relevant provisions of H.R. 1807, the Improving Disclosure for Investors Act of 2023; investment advice regulation; data aggregation; digital assets; licensing and supervision for remote work; Environmental, Social, and Governance (ESG) legislation, including relevant provisions of H.R. 4600, the Protecting Retail Investors Savings Act; Environmental, Social and Governance (ESG) regulation; remote inspections; open-end fund liquidity.
To provide for a limitation on availability of funds for Department of Health and Human Services, National Institutes of Health John E. Fogarty International Center for fiscal year 2024.
Equity market structure and trading regulation; systemic risk legislation; systemic risk regulation; e-delivery, including relevant provisions of H.R. 1807, the Improving Disclosure for Investors Act of 2023; digital assets; remote notarization; Environmental, Social, and Governance (ESG) regulation; fixed income market structure; remote inspections; H.R. 1996 and S. 910, the SAFE Banking Act, safe harbor provisions; money market fund regulation; data aggregation; licensing and supervision for remote work; open-end fund liquidity; investment advice regulation
To provide for a limitation on availability of funds for Department of Health and Human Services, National Institutes of Health John E. Fogarty International Center for fiscal year 2024.
equity market structure and trading regulation; fixed income market structure; money market fund regulation; systemic risk legislation; systemic risk regulation, including the relevant provisions of H.R. 3812, the Financial Stability Oversight Council Improvement Act of 2023; e-delivery, including relevant provisions of H.R. 1807, the Improving Disclosure for Investors Act of 2023; investment advice regulation; data aggregation; digital assets; licensing and supervision for remote work; remote notarization; Environmental, Social, and Governance (ESG) legislation, including relevant provisions of H.R. 4237, To amend the Investment Advisers Act of 1940 and the Employee Retirement Income Security Act of 1974 to specify requirements concerning the consideration of pecuniary and non-pecuniary factors; Environmental, Social, and Governance (ESG) regulation; remote inspections; H.R. 1996 and S. 910, the SAFE Banking Act, safe harbor provisions; open-end fund liquidity
Equity market structure and trading regulation; fixed income market structure; money market fund regulation; systemic risk legislation; systemic risk regulation, including the relevant provisions of H.R. 3812, the Financial Stability Oversight Council Act of 2023; e-delivery, including relevant provisions of H.R. 1807, the Improving Disclosure for Investors Act of 2023; investment advice regulation; data aggregation; digital assets; licensing and supervision for remote work; remote notarization; Environmental, Social, and Governance (ESG) legislation, including relevant provisions of H.R. 4237, the Ensuring Sound Guidance Act; Environmental, Social and Governance (ESG) regulation; remote inspections; SAFE Banking Act safe harbor provisions, including the relevant provisions of H.R. 2891, the Secure and Fair Enforcement Banking Act of 2023 and S.1323, the Secure and Fair Enforcement Banking Act of 2023; open-end fund liquidity.
Financial Stability Oversight Council Improvement Act of 2023
Equity market structure and trading regulation; money market fund regulation; systemic risk legislation; systemic risk regulation, including the relevant provisions of H.R. 3812, the Financial Stability Oversight Council Act of 2023; e-delivery, including relevant provisions of H.R. 1807, the Improving Disclosure for Investors Act of 2023; investment advice regulation; data aggregation; digital assets; licensing and supervision for remote work; Environmental, Social, and Governance (ESG) legislation, including relevant provisions of H.R. 4600, the Protecting Retail Investors Savings Act; Environmental, Social and Governance (ESG) regulation; remote inspections; open-end fund liquidity.
Financial Stability Oversight Council Improvement Act of 2023
Equity market structure and trading regulation; fixed income market structure; money market fund regulation; systemic risk legislation; systemic risk regulation, including the relevant provisions of H.R. 3812, the Financial Stability Oversight Council Act of 2023; e-delivery, including relevant provisions of H.R. 1807, the Improving Disclosure for Investors Act of 2023; investment advice regulation; data aggregation; digital assets; licensing and supervision for remote work; remote notarization; Environmental, Social, and Governance (ESG) legislation, including relevant provisions of H.R. 4237, the Ensuring Sound Guidance Act; Environmental, Social and Governance (ESG) regulation; remote inspections; SAFE Banking Act safe harbor provisions, including the relevant provisions of H.R. 2891, the Secure and Fair Enforcement Banking Act of 2023 and S.1323, the Secure and Fair Enforcement Banking Act of 2023; open-end fund liquidity.
Financial Stability Oversight Council Improvement Act of 2023
equity market structure and trading regulation; fixed income market structure; money market fund regulation; systemic risk legislation; systemic risk regulation, including the relevant provisions of H.R. 3812, the Financial Stability Oversight Council Improvement Act of 2023; e-delivery, including relevant provisions of H.R. 1807, the Improving Disclosure for Investors Act of 2023; investment advice regulation; data aggregation; digital assets; licensing and supervision for remote work; remote notarization; Environmental, Social, and Governance (ESG) legislation, including relevant provisions of H.R. 4237, To amend the Investment Advisers Act of 1940 and the Employee Retirement Income Security Act of 1974 to specify requirements concerning the consideration of pecuniary and non-pecuniary factors; Environmental, Social, and Governance (ESG) regulation; remote inspections; H.R. 1996 and S. 910, the SAFE Banking Act, safe harbor provisions; open-end fund liquidity
Financial Stability Oversight Council Improvement Act of 2023
Equity market structure and trading regulation; money market fund regulation; systemic risk legislation; systemic risk regulation, including the relevant provisions of H.R. 3812, the Financial Stability Oversight Council Act of 2023; e-delivery, including relevant provisions of H.R. 1807, the Improving Disclosure for Investors Act of 2023; investment advice regulation; data aggregation; digital assets; licensing and supervision for remote work; Environmental, Social, and Governance (ESG) legislation, including relevant provisions of H.R. 4600, the Protecting Retail Investors Savings Act; Environmental, Social and Governance (ESG) regulation; remote inspections; open-end fund liquidity.
Retirement policy, including relevant provisions of H.R. 5340, the Providing Complete Information to Retirement Investors Act; retirement savings enhancements; e-delivery, including relevant provisions of H.R. 1807, the Improving Disclosure for Investors Act of 2023; auto-portability; Environmental, Social, and Governance (ESG) legislation, including relevant provisions of H.R. 4237, the Ensuring Sound Guidance Act; Environmental, Social, and Governance (ESG) regulation; investment advice regulation; remote notarization; technical corrections and guidance for the Securing a Strong Retirement Act of 2022.
Equity market structure and trading regulation; fixed income market structure; money market fund regulation; systemic risk legislation; systemic risk regulation, including the relevant provisions of H.R. 3812, the Financial Stability Oversight Council Act of 2023; e-delivery, including relevant provisions of H.R. 1807, the Improving Disclosure for Investors Act of 2023; investment advice regulation; data aggregation; digital assets; licensing and supervision for remote work; remote notarization; Environmental, Social, and Governance (ESG) legislation, including relevant provisions of H.R. 4237, the Ensuring Sound Guidance Act; Environmental, Social and Governance (ESG) regulation; remote inspections; SAFE Banking Act safe harbor provisions, including the relevant provisions of H.R. 2891, the Secure and Fair Enforcement Banking Act of 2023 and S.1323, the Secure and Fair Enforcement Banking Act of 2023; open-end fund liquidity.
investment advice regulation; remote notarization; Environmental, Social, and Governance (ESG) legislation, including relevant provisions of H.R. 4237, To amend the Investment Advisers Act of 1940 and the Employee Retirement Income Security Act of 1974 to specify requirements concerning the consideration of pecuniary and non-pecuniary factors; Environmental, Social, and Governance (ESG) regulation; retirement policy; retirement savings enhancements; auto-portability; ERISA plan investment options, including relevant provisions of S. 427, The Financial Freedom Act of 2023; technical corrections and guidance for the Securing a Strong Retirement Act of 2022; e-delivery, including relevant provisions of H.R. 1807, the Improving Disclosure for Investors Act of 2023
equity market structure and trading regulation; fixed income market structure; money market fund regulation; systemic risk legislation; systemic risk regulation, including the relevant provisions of H.R. 3812, the Financial Stability Oversight Council Improvement Act of 2023; e-delivery, including relevant provisions of H.R. 1807, the Improving Disclosure for Investors Act of 2023; investment advice regulation; data aggregation; digital assets; licensing and supervision for remote work; remote notarization; Environmental, Social, and Governance (ESG) legislation, including relevant provisions of H.R. 4237, To amend the Investment Advisers Act of 1940 and the Employee Retirement Income Security Act of 1974 to specify requirements concerning the consideration of pecuniary and non-pecuniary factors; Environmental, Social, and Governance (ESG) regulation; remote inspections; H.R. 1996 and S. 910, the SAFE Banking Act, safe harbor provisions; open-end fund liquidity
Retirement policy; retirement savings enhancements; e-delivery, including relevant provisions of H.R. 1807, the Improving Disclosure for Investors Act of 2023; auto-portability; Environmental, Social, and Governance (ESG) legislation, including relevant provisions of H.R. 4600, the Protecting Retail Investors Savings Act; Environmental, Social, and Governance (ESG) regulation; investment advice regulation; technical corrections and guidance for the Securing a Strong Retirement Act of 2022.
Equity market structure and trading regulation; money market fund regulation; systemic risk legislation; systemic risk regulation, including the relevant provisions of H.R. 3812, the Financial Stability Oversight Council Act of 2023; e-delivery, including relevant provisions of H.R. 1807, the Improving Disclosure for Investors Act of 2023; investment advice regulation; data aggregation; digital assets; licensing and supervision for remote work; Environmental, Social, and Governance (ESG) legislation, including relevant provisions of H.R. 4600, the Protecting Retail Investors Savings Act; Environmental, Social and Governance (ESG) regulation; remote inspections; open-end fund liquidity.
Retirement policy; retirement savings enhancements; e-delivery, including relevant provisions of H.R. 1807, the Improving Disclosure for Investors Act of 2023; auto-portability; Environmental, Social, and Governance (ESG) legislation, including relevant provisions of H.R. 4600, the Protecting Retail Investors Savings Act; Environmental, Social, and Governance (ESG) regulation; investment advice regulation; technical corrections and guidance for the Securing a Strong Retirement Act of 2022.
Equity market structure and trading regulation; money market fund regulation; systemic risk legislation; systemic risk regulation, including the relevant provisions of H.R. 3812, the Financial Stability Oversight Council Act of 2023; e-delivery, including relevant provisions of H.R. 1807, the Improving Disclosure for Investors Act of 2023; investment advice regulation; data aggregation; digital assets; licensing and supervision for remote work; Environmental, Social, and Governance (ESG) legislation, including relevant provisions of H.R. 4600, the Protecting Retail Investors Savings Act; Environmental, Social and Governance (ESG) regulation; remote inspections; open-end fund liquidity.
Retirement policy, including relevant provisions of H.R. 5340, the Providing Complete Information to Retirement Investors Act; retirement savings enhancements; e-delivery, including relevant provisions of H.R. 1807, the Improving Disclosure for Investors Act of 2023; auto-portability; Environmental, Social, and Governance (ESG) legislation, including relevant provisions of H.R. 4237, the Ensuring Sound Guidance Act; Environmental, Social, and Governance (ESG) regulation; investment advice regulation; remote notarization; technical corrections and guidance for the Securing a Strong Retirement Act of 2022.
Equity market structure and trading regulation; fixed income market structure; money market fund regulation; systemic risk legislation; systemic risk regulation, including the relevant provisions of H.R. 3812, the Financial Stability Oversight Council Act of 2023; e-delivery, including relevant provisions of H.R. 1807, the Improving Disclosure for Investors Act of 2023; investment advice regulation; data aggregation; digital assets; licensing and supervision for remote work; remote notarization; Environmental, Social, and Governance (ESG) legislation, including relevant provisions of H.R. 4237, the Ensuring Sound Guidance Act; Environmental, Social and Governance (ESG) regulation; remote inspections; SAFE Banking Act safe harbor provisions, including the relevant provisions of H.R. 2891, the Secure and Fair Enforcement Banking Act of 2023 and S.1323, the Secure and Fair Enforcement Banking Act of 2023; open-end fund liquidity.
investment advice regulation; remote notarization; Environmental, Social, and Governance (ESG) legislation, including relevant provisions of H.R. 4237, To amend the Investment Advisers Act of 1940 and the Employee Retirement Income Security Act of 1974 to specify requirements concerning the consideration of pecuniary and non-pecuniary factors; Environmental, Social, and Governance (ESG) regulation; retirement policy; retirement savings enhancements; auto-portability; ERISA plan investment options, including relevant provisions of S. 427, The Financial Freedom Act of 2023; technical corrections and guidance for the Securing a Strong Retirement Act of 2022; e-delivery, including relevant provisions of H.R. 1807, the Improving Disclosure for Investors Act of 2023
A bill to amend the Grand Ronde Reservation Act, and for other purposes.
equity market structure and trading regulation; fixed income market structure; money market fund regulation; systemic risk legislation; systemic risk regulation, including the relevant provisions of H.R. 3812, the Financial Stability Oversight Council Improvement Act of 2023; e-delivery, including relevant provisions of H.R. 1807, the Improving Disclosure for Investors Act of 2023; investment advice regulation; data aggregation; digital assets; licensing and supervision for remote work; remote notarization; Environmental, Social, and Governance (ESG) legislation, including relevant provisions of H.R. 4237, To amend the Investment Advisers Act of 1940 and the Employee Retirement Income Security Act of 1974 to specify requirements concerning the consideration of pecuniary and non-pecuniary factors; Environmental, Social, and Governance (ESG) regulation; remote inspections; H.R. 1996 and S. 910, the SAFE Banking Act, safe harbor provisions; open-end fund liquidity
A bill to amend the Grand Ronde Reservation Act, and for other purposes.
Equity market structure and trading regulation; systemic risk legislation; systemic risk regulation; e-delivery, including relevant provisions of H.R. 1807, the Improving Disclosure for Investors Act of 2023; digital assets; remote notarization; Environmental, Social, and Governance (ESG) regulation; fixed income market structure; remote inspections; H.R. 1996 and S. 910, the SAFE Banking Act, safe harbor provisions; money market fund regulation; data aggregation; licensing and supervision for remote work; open-end fund liquidity; investment advice regulation
Equity market structure and trading regulation; systemic risk legislation; systemic risk regulation; e-delivery; digital assets; remote notarization; Environmental, Social, and Governance (ESG) regulation/legislation, including relevant provisions of H.R. 7151, the Ensuring Sound Guidance Act; money market fund regulation; fixed income market structure; proposed FTC amendments to the Hart-Scott-Rodino Act; remote inspections; H.R. 1996 and S. 910, the SAFE Banking Act, safe harbor provisions; investment advice regulation; licensing and supervision for remote work
Equity market structure and trading regulation; systemic risk legislation; systemic risk regulation; e-delivery; digital assets; remote notarization; Environmental, Social, and Governance (ESG) regulation/legislation; money market fund regulation; fixed income market structure; proposed FTC amendments to the Hart-Scott-Rodino Act; remote inspections; H.R. 1996 and S. 910, the SAFE Banking Act, safe harbor provisions; investment advice regulation; licensing and supervision for remote work; data aggregation; cybersecurity
Equity market structure and trading regulation; systemic risk legislation; systemic risk regulation; e-delivery, including relevant provisions of H.R. 9570, the Improving Disclosure for Investors Act of 2022; digital assets; remote notarization, including relevant provisions of H.R. 3962, the Securing and Enabling Commerce Using Remote and Electronic Notarization Act of 2022; Environmental, Social, and Governance (ESG) legislation/regulation; fixed income market structure; remote inspections; regulatory relief related to COVID; H.R. 1996 and S. 910, the SAFE Banking Act, safe harbor provisions; money market fund regulation; data aggregation; licensing and supervision for remote work
Retirement policy, including relevant provisions in the original bills (H.R. 2954, the Securing a Strong Retirement Act of 2022, S. 4353, the RISE & SHINE Act, and S. 4808, the Enhancing American Retirement Now Act) and in H.R. 2617, the Consolidated Appropriations Act, 2023, and relevant provisions of S. 4973, the Retirement Savings Modernization Act; retirement savings enhancements, including relevant provisions in the original bills (H.R. 2954, the Securing a Strong Retirement Act of 2022, S. 4353, the RISE & SHINE Act, and S. 4808, the Enhancing American Retirement Now Act) and in H.R. 2617, the Consolidated Appropriations Act, 2023; e-delivery, including relevant provisions of H.R. 9570, the Improving Disclosure for Investors Act of 2022; emergency savings accounts; auto-portability; Environmental, Social, and Governance (ESG) legislation/regulation; ERISA plan investment options, including cryptocurrencies and relevant provisions of S. 4973, the Retirement Savings Modernization Act; remote notarization, including relevant provisions of H.R. 3962, the Securing and Enabling Commerce Using Remote and Electronic Notarization Act of 2022
Retirement policy, including relevant provisions of H.R. 2954, the Securing a Strong Retirement Act of 2022, S. 4353, the RISE & SHINE Act, and the Enhancing American Retirement Now Act; retirement savings enhancements, including relevant provisions of H.R. 2954, the Securing a Strong Retirement Act of 2022, S. 4353, the RISE & SHINE Act, and the Enhancing American Retirement Now Act; e-delivery; emergency savings accounts; auto-portability; Environmental, Social, and Governance (ESG) regulation/legislation; investment advice regulation; ERISA plan investment options, including cryptocurrencies and relevant provisions of S. 4147, the Financial Freedom Act of 2022; remote notarization
Retirement policy, including relevant provisions of H.R. 2954, the Securing a Strong Retirement Act of 2022, H.R. 5891, the Retirement Improvement and Savings Enhancement Act, and H.R. 6746, the Lifetime Income for Employees Act; retirement savings enhancements, including relevant provisions of H.R. 2954, the Securing a Strong Retirement Act of 2022 and H.R. 5891, the Retirement Improvement and Savings Enhancement Act; open MEPs; e-delivery; emergency savings accounts; auto-portability; spousal consent; Environmental, Social, and Governance (ESG) regulation/legislation, including relevant provisions of H.R. 7151, the Ensuring Sound Guidance Act; disclosure effectiveness; investment advice regulation; 401(k) plan investments in cryptocurrencies
Retirement policy, including relevant provisions in the original bills (H.R. 2954, the Securing a Strong Retirement Act of 2022, S. 4353, the RISE & SHINE Act, and S. 4808, the Enhancing American Retirement Now Act) and in H.R. 2617, the Consolidated Appropriations Act, 2023, and relevant provisions of S. 4973, the Retirement Savings Modernization Act; retirement savings enhancements, including relevant provisions in the original bills (H.R. 2954, the Securing a Strong Retirement Act of 2022, S. 4353, the RISE & SHINE Act, and S. 4808, the Enhancing American Retirement Now Act) and in H.R. 2617, the Consolidated Appropriations Act, 2023; e-delivery, including relevant provisions of H.R. 9570, the Improving Disclosure for Investors Act of 2022; emergency savings accounts; auto-portability; Environmental, Social, and Governance (ESG) legislation/regulation; ERISA plan investment options, including cryptocurrencies and relevant provisions of S. 4973, the Retirement Savings Modernization Act; remote notarization, including relevant provisions of H.R. 3962, the Securing and Enabling Commerce Using Remote and Electronic Notarization Act of 2022
Retirement policy, including relevant provisions of H.R. 2954, the Securing a Strong Retirement Act of 2022, S. 4353, the RISE & SHINE Act, S. 4808, the Enhancing American Retirement Now Act, and S. 4973, the Retirement Savings Modernization Act; retirement savings enhancements, including relevant provisions of H.R. 2954, the Securing a Strong Retirement Act of 2022, S. 4353, the RISE & SHINE Act, and S. 4808, the Enhancing American Retirement Now Act; e-delivery; emergency savings accounts; auto-portability, including relevant provisions of S. 4406, the Advancing Auto-Portability Act of 2022; Environmental, Social, and Governance (ESG) legislation/regulation; ERISA plan investment options, including cryptocurrencies and relevant provisions of S. 4973, the Retirement Savings Modernization Act; remote notarization, including relevant provisions of H.R. 3962, the Securing and Enabling Commerce Using Remote and Electronic Notarization Act of 2022; open MEPs
Securing and Enabling Commerce Using Remote and Electronic Notarization Act of 2022
Retirement policy, including relevant provisions in the original bills (H.R. 2954, the Securing a Strong Retirement Act of 2022, S. 4353, the RISE & SHINE Act, and S. 4808, the Enhancing American Retirement Now Act) and in H.R. 2617, the Consolidated Appropriations Act, 2023, and relevant provisions of S. 4973, the Retirement Savings Modernization Act; retirement savings enhancements, including relevant provisions in the original bills (H.R. 2954, the Securing a Strong Retirement Act of 2022, S. 4353, the RISE & SHINE Act, and S. 4808, the Enhancing American Retirement Now Act) and in H.R. 2617, the Consolidated Appropriations Act, 2023; e-delivery, including relevant provisions of H.R. 9570, the Improving Disclosure for Investors Act of 2022; emergency savings accounts; auto-portability; Environmental, Social, and Governance (ESG) legislation/regulation; ERISA plan investment options, including cryptocurrencies and relevant provisions of S. 4973, the Retirement Savings Modernization Act; remote notarization, including relevant provisions of H.R. 3962, the Securing and Enabling Commerce Using Remote and Electronic Notarization Act of 2022
Securing and Enabling Commerce Using Remote and Electronic Notarization Act of 2022
Equity market structure and trading regulation; systemic risk legislation; systemic risk regulation; e-delivery; digital assets, including relevant provisions of S. 4356, the Lummis-Gillibrand Responsible Financial Innovation Act and S. 4760, the Digital Commodities Consumer Protection Act of 2022; remote notarization, including relevant provisions of H.R. 3962, the Securing and Enabling Commerce Using Remote and Electronic Notarization Act of 2022; Environmental, Social, and Governance (ESG) legislation/regulation; fixed income market structure; remote inspections; regulatory relief related to COVID
Securing and Enabling Commerce Using Remote and Electronic Notarization Act of 2022
Retirement policy, including relevant provisions of H.R. 2954, the Securing a Strong Retirement Act of 2022, S. 4353, the RISE & SHINE Act, S. 4808, the Enhancing American Retirement Now Act, and S. 4973, the Retirement Savings Modernization Act; retirement savings enhancements, including relevant provisions of H.R. 2954, the Securing a Strong Retirement Act of 2022, S. 4353, the RISE & SHINE Act, and S. 4808, the Enhancing American Retirement Now Act; e-delivery; emergency savings accounts; auto-portability, including relevant provisions of S. 4406, the Advancing Auto-Portability Act of 2022; Environmental, Social, and Governance (ESG) legislation/regulation; ERISA plan investment options, including cryptocurrencies and relevant provisions of S. 4973, the Retirement Savings Modernization Act; remote notarization, including relevant provisions of H.R. 3962, the Securing and Enabling Commerce Using Remote and Electronic Notarization Act of 2022; open MEPs
Securing and Enabling Commerce Using Remote and Electronic Notarization Act of 2022
Equity market structure and trading regulation; systemic risk legislation; systemic risk regulation; e-delivery, including relevant provisions of H.R. 9570, the Improving Disclosure for Investors Act of 2022; digital assets; remote notarization, including relevant provisions of H.R. 3962, the Securing and Enabling Commerce Using Remote and Electronic Notarization Act of 2022; Environmental, Social, and Governance (ESG) legislation/regulation; fixed income market structure; remote inspections; regulatory relief related to COVID; H.R. 1996 and S. 910, the SAFE Banking Act, safe harbor provisions; money market fund regulation; data aggregation; licensing and supervision for remote work
Retirement policy, including relevant provisions of H.R. 2954, the Securing a Strong Retirement Act of 2022, H.R. 5891, the Retirement Improvement and Savings Enhancement Act, and H.R. 6746, the Lifetime Income for Employees Act; retirement savings enhancements, including relevant provisions of H.R. 2954, the Securing a Strong Retirement Act of 2022 and H.R. 5891, the Retirement Improvement and Savings Enhancement Act; open MEPs; e-delivery; emergency savings accounts; auto-portability; spousal consent; Environmental, Social, and Governance (ESG) regulation/legislation, including relevant provisions of H.R. 7151, the Ensuring Sound Guidance Act; disclosure effectiveness; investment advice regulation; 401(k) plan investments in cryptocurrencies
Retirement policy, including relevant provisions of H.R. 2954, the Securing a Strong Retirement Act of 2022, H.R. 5891, the Retirement Improvement and Savings Enhancement Act, and H.R. 6746, the Lifetime Income for Employees Act; retirement savings enhancements, including relevant provisions of H.R. 2954, the Securing a Strong Retirement Act of 2022 and H.R. 5891, the Retirement Improvement and Savings Enhancement Act; open MEPs; e-delivery; emergency savings accounts; auto-portability; spousal consent; Environmental, Social, and Governance (ESG) regulation/legislation, including relevant provisions of H.R. 7151, the Ensuring Sound Guidance Act; disclosure effectiveness; investment advice regulation; 401(k) plan investments in cryptocurrencies
Equity market structure and trading regulation; systemic risk legislation; systemic risk regulation; e-delivery; digital assets; remote notarization; Environmental, Social, and Governance (ESG) regulation/legislation, including relevant provisions of H.R. 7151, the Ensuring Sound Guidance Act; money market fund regulation; fixed income market structure; proposed FTC amendments to the Hart-Scott-Rodino Act; remote inspections; H.R. 1996 and S. 910, the SAFE Banking Act, safe harbor provisions; investment advice regulation; licensing and supervision for remote work
Retirement policy, including relevant provisions of H.R. 2954, the Securing a Strong Retirement Act of 2022, H.R. 5891, the Retirement Improvement and Savings Enhancement Act, and H.R. 6746, the Lifetime Income for Employees Act; retirement savings enhancements, including relevant provisions of H.R. 2954, the Securing a Strong Retirement Act of 2022 and H.R. 5891, the Retirement Improvement and Savings Enhancement Act; open MEPs; e-delivery; emergency savings accounts; auto-portability; spousal consent; Environmental, Social, and Governance (ESG) regulation/legislation, including relevant provisions of H.R. 7151, the Ensuring Sound Guidance Act; disclosure effectiveness; investment advice regulation; 401(k) plan investments in cryptocurrencies
Retirement policy, including relevant provisions in the original bills (H.R. 2954, the Securing a Strong Retirement Act of 2022, S. 4353, the RISE & SHINE Act, and S. 4808, the Enhancing American Retirement Now Act) and in H.R. 2617, the Consolidated Appropriations Act, 2023, and relevant provisions of S. 4973, the Retirement Savings Modernization Act; retirement savings enhancements, including relevant provisions in the original bills (H.R. 2954, the Securing a Strong Retirement Act of 2022, S. 4353, the RISE & SHINE Act, and S. 4808, the Enhancing American Retirement Now Act) and in H.R. 2617, the Consolidated Appropriations Act, 2023; e-delivery, including relevant provisions of H.R. 9570, the Improving Disclosure for Investors Act of 2022; emergency savings accounts; auto-portability; Environmental, Social, and Governance (ESG) legislation/regulation; ERISA plan investment options, including cryptocurrencies and relevant provisions of S. 4973, the Retirement Savings Modernization Act; remote notarization, including relevant provisions of H.R. 3962, the Securing and Enabling Commerce Using Remote and Electronic Notarization Act of 2022
Equity market structure and trading regulation; systemic risk legislation; systemic risk regulation; e-delivery, including relevant provisions of H.R. 9570, the Improving Disclosure for Investors Act of 2022; digital assets; remote notarization, including relevant provisions of H.R. 3962, the Securing and Enabling Commerce Using Remote and Electronic Notarization Act of 2022; Environmental, Social, and Governance (ESG) legislation/regulation; fixed income market structure; remote inspections; regulatory relief related to COVID; H.R. 1996 and S. 910, the SAFE Banking Act, safe harbor provisions; money market fund regulation; data aggregation; licensing and supervision for remote work
Retirement policy, including relevant provisions of H.R. 2954, the Securing a Strong Retirement Act of 2022, S. 4353, the RISE & SHINE Act, and the Enhancing American Retirement Now Act; retirement savings enhancements, including relevant provisions of H.R. 2954, the Securing a Strong Retirement Act of 2022, S. 4353, the RISE & SHINE Act, and the Enhancing American Retirement Now Act; e-delivery; emergency savings accounts; auto-portability; Environmental, Social, and Governance (ESG) regulation/legislation; investment advice regulation; ERISA plan investment options, including cryptocurrencies and relevant provisions of S. 4147, the Financial Freedom Act of 2022; remote notarization
Retirement policy, including relevant provisions in the original bills (H.R. 2954, the Securing a Strong Retirement Act of 2022, S. 4353, the RISE & SHINE Act, and S. 4808, the Enhancing American Retirement Now Act) and in H.R. 2617, the Consolidated Appropriations Act, 2023, and relevant provisions of S. 4973, the Retirement Savings Modernization Act; retirement savings enhancements, including relevant provisions in the original bills (H.R. 2954, the Securing a Strong Retirement Act of 2022, S. 4353, the RISE & SHINE Act, and S. 4808, the Enhancing American Retirement Now Act) and in H.R. 2617, the Consolidated Appropriations Act, 2023; e-delivery, including relevant provisions of H.R. 9570, the Improving Disclosure for Investors Act of 2022; emergency savings accounts; auto-portability; Environmental, Social, and Governance (ESG) legislation/regulation; ERISA plan investment options, including cryptocurrencies and relevant provisions of S. 4973, the Retirement Savings Modernization Act; remote notarization, including relevant provisions of H.R. 3962, the Securing and Enabling Commerce Using Remote and Electronic Notarization Act of 2022
Retirement policy, including relevant provisions of H.R. 2954, the Securing a Strong Retirement Act of 2022, S. 4353, the RISE & SHINE Act, S. 4808, the Enhancing American Retirement Now Act, and S. 4973, the Retirement Savings Modernization Act; retirement savings enhancements, including relevant provisions of H.R. 2954, the Securing a Strong Retirement Act of 2022, S. 4353, the RISE & SHINE Act, and S. 4808, the Enhancing American Retirement Now Act; e-delivery; emergency savings accounts; auto-portability, including relevant provisions of S. 4406, the Advancing Auto-Portability Act of 2022; Environmental, Social, and Governance (ESG) legislation/regulation; ERISA plan investment options, including cryptocurrencies and relevant provisions of S. 4973, the Retirement Savings Modernization Act; remote notarization, including relevant provisions of H.R. 3962, the Securing and Enabling Commerce Using Remote and Electronic Notarization Act of 2022; open MEPs
Retirement policy, including relevant provisions of H.R. 2954, the Securing a Strong Retirement Act of 2022, S. 4353, the RISE & SHINE Act, and the Enhancing American Retirement Now Act; retirement savings enhancements, including relevant provisions of H.R. 2954, the Securing a Strong Retirement Act of 2022, S. 4353, the RISE & SHINE Act, and the Enhancing American Retirement Now Act; e-delivery; emergency savings accounts; auto-portability; Environmental, Social, and Governance (ESG) regulation/legislation; investment advice regulation; ERISA plan investment options, including cryptocurrencies and relevant provisions of S. 4147, the Financial Freedom Act of 2022; remote notarization
Equity market structure and trading regulation; systemic risk legislation; systemic risk regulation; e-delivery; digital assets, including relevant provisions of S. 4356, the Lummis-Gillibrand Responsible Financial Innovation Act and S. 4760, the Digital Commodities Consumer Protection Act of 2022; remote notarization, including relevant provisions of H.R. 3962, the Securing and Enabling Commerce Using Remote and Electronic Notarization Act of 2022; Environmental, Social, and Governance (ESG) legislation/regulation; fixed income market structure; remote inspections; regulatory relief related to COVID
Retirement policy, including relevant provisions of H.R. 2954, the Securing a Strong Retirement Act of 2022, S. 4353, the RISE & SHINE Act, S. 4808, the Enhancing American Retirement Now Act, and S. 4973, the Retirement Savings Modernization Act; retirement savings enhancements, including relevant provisions of H.R. 2954, the Securing a Strong Retirement Act of 2022, S. 4353, the RISE & SHINE Act, and S. 4808, the Enhancing American Retirement Now Act; e-delivery; emergency savings accounts; auto-portability, including relevant provisions of S. 4406, the Advancing Auto-Portability Act of 2022; Environmental, Social, and Governance (ESG) legislation/regulation; ERISA plan investment options, including cryptocurrencies and relevant provisions of S. 4973, the Retirement Savings Modernization Act; remote notarization, including relevant provisions of H.R. 3962, the Securing and Enabling Commerce Using Remote and Electronic Notarization Act of 2022; open MEPs
Equity market structure and trading regulation; systemic risk legislation; systemic risk regulation; e-delivery; digital assets, including relevant provisions of S. 4356, the Lummis-Gillibrand Responsible Financial Innovation Act and S. 4760, the Digital Commodities Consumer Protection Act of 2022; remote notarization, including relevant provisions of H.R. 3962, the Securing and Enabling Commerce Using Remote and Electronic Notarization Act of 2022; Environmental, Social, and Governance (ESG) legislation/regulation; fixed income market structure; remote inspections; regulatory relief related to COVID
Retirement policy, including relevant provisions of H.R. 2954, the Securing a Strong Retirement Act of 2022, S. 4353, the RISE & SHINE Act, S. 4808, the Enhancing American Retirement Now Act, and S. 4973, the Retirement Savings Modernization Act; retirement savings enhancements, including relevant provisions of H.R. 2954, the Securing a Strong Retirement Act of 2022, S. 4353, the RISE & SHINE Act, and S. 4808, the Enhancing American Retirement Now Act; e-delivery; emergency savings accounts; auto-portability, including relevant provisions of S. 4406, the Advancing Auto-Portability Act of 2022; Environmental, Social, and Governance (ESG) legislation/regulation; ERISA plan investment options, including cryptocurrencies and relevant provisions of S. 4973, the Retirement Savings Modernization Act; remote notarization, including relevant provisions of H.R. 3962, the Securing and Enabling Commerce Using Remote and Electronic Notarization Act of 2022; open MEPs
Retirement policy, including relevant provisions in the original bills (H.R. 2954, the Securing a Strong Retirement Act of 2022, S. 4353, the RISE & SHINE Act, and S. 4808, the Enhancing American Retirement Now Act) and in H.R. 2617, the Consolidated Appropriations Act, 2023, and relevant provisions of S. 4973, the Retirement Savings Modernization Act; retirement savings enhancements, including relevant provisions in the original bills (H.R. 2954, the Securing a Strong Retirement Act of 2022, S. 4353, the RISE & SHINE Act, and S. 4808, the Enhancing American Retirement Now Act) and in H.R. 2617, the Consolidated Appropriations Act, 2023; e-delivery, including relevant provisions of H.R. 9570, the Improving Disclosure for Investors Act of 2022; emergency savings accounts; auto-portability; Environmental, Social, and Governance (ESG) legislation/regulation; ERISA plan investment options, including cryptocurrencies and relevant provisions of S. 4973, the Retirement Savings Modernization Act; remote notarization, including relevant provisions of H.R. 3962, the Securing and Enabling Commerce Using Remote and Electronic Notarization Act of 2022
Retirement policy, including relevant provisions of H.R. 2954, the Securing a Strong Retirement Act of 2022, S. 4353, the RISE & SHINE Act, S. 4808, the Enhancing American Retirement Now Act, and S. 4973, the Retirement Savings Modernization Act; retirement savings enhancements, including relevant provisions of H.R. 2954, the Securing a Strong Retirement Act of 2022, S. 4353, the RISE & SHINE Act, and S. 4808, the Enhancing American Retirement Now Act; e-delivery; emergency savings accounts; auto-portability, including relevant provisions of S. 4406, the Advancing Auto-Portability Act of 2022; Environmental, Social, and Governance (ESG) legislation/regulation; ERISA plan investment options, including cryptocurrencies and relevant provisions of S. 4973, the Retirement Savings Modernization Act; remote notarization, including relevant provisions of H.R. 3962, the Securing and Enabling Commerce Using Remote and Electronic Notarization Act of 2022; open MEPs
Retirement policy, including relevant provisions in the original bills (H.R. 2954, the Securing a Strong Retirement Act of 2022, S. 4353, the RISE & SHINE Act, and S. 4808, the Enhancing American Retirement Now Act) and in H.R. 2617, the Consolidated Appropriations Act, 2023, and relevant provisions of S. 4973, the Retirement Savings Modernization Act; retirement savings enhancements, including relevant provisions in the original bills (H.R. 2954, the Securing a Strong Retirement Act of 2022, S. 4353, the RISE & SHINE Act, and S. 4808, the Enhancing American Retirement Now Act) and in H.R. 2617, the Consolidated Appropriations Act, 2023; e-delivery, including relevant provisions of H.R. 9570, the Improving Disclosure for Investors Act of 2022; emergency savings accounts; auto-portability; Environmental, Social, and Governance (ESG) legislation/regulation; ERISA plan investment options, including cryptocurrencies and relevant provisions of S. 4973, the Retirement Savings Modernization Act; remote notarization, including relevant provisions of H.R. 3962, the Securing and Enabling Commerce Using Remote and Electronic Notarization Act of 2022
Equity market structure and trading regulation; systemic risk legislation; systemic risk regulation; e-delivery; digital assets; remote notarization; Environmental, Social, and Governance (ESG) regulation/legislation, including relevant provisions of H.R. 7151, the Ensuring Sound Guidance Act; money market fund regulation; fixed income market structure; proposed FTC amendments to the Hart-Scott-Rodino Act; remote inspections; H.R. 1996 and S. 910, the SAFE Banking Act, safe harbor provisions; investment advice regulation; licensing and supervision for remote work
Equity market structure and trading regulation; systemic risk legislation; systemic risk regulation; e-delivery, including relevant provisions of H.R. 9570, the Improving Disclosure for Investors Act of 2022; digital assets; remote notarization, including relevant provisions of H.R. 3962, the Securing and Enabling Commerce Using Remote and Electronic Notarization Act of 2022; Environmental, Social, and Governance (ESG) legislation/regulation; fixed income market structure; remote inspections; regulatory relief related to COVID; H.R. 1996 and S. 910, the SAFE Banking Act, safe harbor provisions; money market fund regulation; data aggregation; licensing and supervision for remote work
Equity market structure and trading regulation; systemic risk legislation, including the relevant provisions of H.R.3812, the Financial Stability Oversight Council Improvement Act of 2023; systemic risk regulation; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2024; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act and H.R.4766, the Clarity for Payment Stablecoins Act of 2023; open-end fund liquidity proposal; predictive data analytics proposal.
Filing targets: Commodity Futures Trading Commission (CFTC), Education, Dept of, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), White House Office
Equity market structure and trading regulation, including the relevant provisions of H.R.2799, the Expanding Access to Capital Act of 2023; systemic risk regulation, including the relevant provisions of H.R.3812, the Financial Stability Oversight Council Improvement Act of 2023; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023; investment advice regulation; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act, and H.R.4766, the Clarity for Payment Stablecoins Act of 2023; open-end fund liquidity proposal; predictive data analytics proposal.
Tax treatment of financial products; retirement savings tax incentives; tax reform legislation; health savings accounts; student debt repayment tax incentives, including the relevant provisions of S.4778 and H.R. 9164, the Employer Participation in Repayment Act; digital asset taxation.
Emergency savings accounts; retirement policy; retirement savings enhancements; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023; auto-portability.
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
Retirement policy; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023, and H.R.2799, the Expanding Access to Capital Act of 2023; auto-portability.
Equity market structure and trading regulation; systemic risk legislation, including the relevant provisions of S.3601, the Financial Stability Oversight Council Improvement Act of 2025; systemic risk regulation, including the relevant provisions of H.R. 3812, the Financial Stability Oversight Council Improvement Act of 2024; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023, and H.R.2799, the Expanding Access to Capital Act of 2024; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act, and H.R.4766, the Clarity for Payment Stablecoins Act of 2024; open-end fund liquidity; predictive data analytics proposal.
Retirement savings tax incentives; tax reform legislation; health savings accounts; student debt repayment tax incentives.
Filing targets: Education, Dept of, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Equity market structure and trading regulation; systemic risk legislation, including the relevant provisions of S.3601, the Financial Stability Oversight Council Improvement Act of 2024, and H.R. 3812, the Financial Stability Oversight Council Improvement Act of 2023; systemic risk regulation; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023, and H.R.2799, the Expanding Access to Capital Act of 2023; investment advice regulation; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act, and H.R.4766, the Clarity for Payment Stablecoins Act of 2023; open-end fund liquidity; predictive data analytics proposal.
Disclosure effectiveness; retirement policy; retirement savings enhancements; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023, and H.R.2799, the Expanding Access to Capital Act of 2023; auto-portability; investment advice regulation; technical corrections and guidance for the Securing a Strong Retirement Act of 2022.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Retirement policy; retirement savings enhancements; e-delivery, including relevant provisions of H.R. 1807, the Improving Disclosure for Investors Act of 2023; auto-portability; Environmental, Social, and Governance (ESG) legislation, including relevant provisions of H.R. 4600, the Protecting Retail Investors Savings Act; Environmental, Social, and Governance (ESG) regulation; investment advice regulation; technical corrections and guidance for the Securing a Strong Retirement Act of 2022.
Equity market structure and trading regulation; money market fund regulation; systemic risk legislation; systemic risk regulation, including the relevant provisions of H.R. 3812, the Financial Stability Oversight Council Act of 2023; e-delivery, including relevant provisions of H.R. 1807, the Improving Disclosure for Investors Act of 2023; investment advice regulation; data aggregation; digital assets; licensing and supervision for remote work; Environmental, Social, and Governance (ESG) legislation, including relevant provisions of H.R. 4600, the Protecting Retail Investors Savings Act; Environmental, Social and Governance (ESG) regulation; remote inspections; open-end fund liquidity.
Filing targets: Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
Retirement policy; retirement savings enhancements; e-delivery, including relevant provisions of H.R. 1807, the Improving Disclosure for Investors Act of 2023; auto-portability; Environmental, Social, and Governance (ESG) legislation, including relevant provisions of H.R. 4600, the Protecting Retail Investors Savings Act; Environmental, Social, and Governance (ESG) regulation; investment advice regulation; technical corrections and guidance for the Securing a Strong Retirement Act of 2022.
Equity market structure and trading regulation; money market fund regulation; systemic risk legislation; systemic risk regulation, including the relevant provisions of H.R. 3812, the Financial Stability Oversight Council Act of 2023; e-delivery, including relevant provisions of H.R. 1807, the Improving Disclosure for Investors Act of 2023; investment advice regulation; data aggregation; digital assets; licensing and supervision for remote work; Environmental, Social, and Governance (ESG) legislation, including relevant provisions of H.R. 4600, the Protecting Retail Investors Savings Act; Environmental, Social and Governance (ESG) regulation; remote inspections; open-end fund liquidity.
Retirement policy, including relevant provisions of H.R. 5340, the Providing Complete Information to Retirement Investors Act; retirement savings enhancements; e-delivery, including relevant provisions of H.R. 1807, the Improving Disclosure for Investors Act of 2023; auto-portability; Environmental, Social, and Governance (ESG) legislation, including relevant provisions of H.R. 4237, the Ensuring Sound Guidance Act; Environmental, Social, and Governance (ESG) regulation; investment advice regulation; remote notarization; technical corrections and guidance for the Securing a Strong Retirement Act of 2022.
Equity market structure and trading regulation; fixed income market structure; money market fund regulation; systemic risk legislation; systemic risk regulation, including the relevant provisions of H.R. 3812, the Financial Stability Oversight Council Act of 2023; e-delivery, including relevant provisions of H.R. 1807, the Improving Disclosure for Investors Act of 2023; investment advice regulation; data aggregation; digital assets; licensing and supervision for remote work; remote notarization; Environmental, Social, and Governance (ESG) legislation, including relevant provisions of H.R. 4237, the Ensuring Sound Guidance Act; Environmental, Social and Governance (ESG) regulation; remote inspections; SAFE Banking Act safe harbor provisions, including the relevant provisions of H.R. 2891, the Secure and Fair Enforcement Banking Act of 2023 and S.1323, the Secure and Fair Enforcement Banking Act of 2023; open-end fund liquidity.
investment advice regulation; remote notarization; Environmental, Social, and Governance (ESG) legislation, including relevant provisions of H.R. 4237, To amend the Investment Advisers Act of 1940 and the Employee Retirement Income Security Act of 1974 to specify requirements concerning the consideration of pecuniary and non-pecuniary factors; Environmental, Social, and Governance (ESG) regulation; retirement policy; retirement savings enhancements; auto-portability; ERISA plan investment options, including relevant provisions of S. 427, The Financial Freedom Act of 2023; technical corrections and guidance for the Securing a Strong Retirement Act of 2022; e-delivery, including relevant provisions of H.R. 1807, the Improving Disclosure for Investors Act of 2023
equity market structure and trading regulation; fixed income market structure; money market fund regulation; systemic risk legislation; systemic risk regulation, including the relevant provisions of H.R. 3812, the Financial Stability Oversight Council Improvement Act of 2023; e-delivery, including relevant provisions of H.R. 1807, the Improving Disclosure for Investors Act of 2023; investment advice regulation; data aggregation; digital assets; licensing and supervision for remote work; remote notarization; Environmental, Social, and Governance (ESG) legislation, including relevant provisions of H.R. 4237, To amend the Investment Advisers Act of 1940 and the Employee Retirement Income Security Act of 1974 to specify requirements concerning the consideration of pecuniary and non-pecuniary factors; Environmental, Social, and Governance (ESG) regulation; remote inspections; H.R. 1996 and S. 910, the SAFE Banking Act, safe harbor provisions; open-end fund liquidity
Equity market structure and trading regulation; systemic risk legislation; systemic risk regulation; e-delivery, including relevant provisions of H.R. 1807, the Improving Disclosure for Investors Act of 2023; digital assets; remote notarization; Environmental, Social, and Governance (ESG) regulation; fixed income market structure; remote inspections; H.R. 1996 and S. 910, the SAFE Banking Act, safe harbor provisions; money market fund regulation; data aggregation; licensing and supervision for remote work; open-end fund liquidity; investment advice regulation
Student debt repayment tax incentives; health savings accounts; crypto information reporting
Retirement savings tax incentives; student debt repayment tax incentives
Retirement policy, including relevant provisions in the original bills (H.R. 2954, the Securing a Strong Retirement Act of 2022, S. 4353, the RISE & SHINE Act, and S. 4808, the Enhancing American Retirement Now Act) and in H.R. 2617, the Consolidated Appropriations Act, 2023, and relevant provisions of S. 4973, the Retirement Savings Modernization Act; retirement savings enhancements, including relevant provisions in the original bills (H.R. 2954, the Securing a Strong Retirement Act of 2022, S. 4353, the RISE & SHINE Act, and S. 4808, the Enhancing American Retirement Now Act) and in H.R. 2617, the Consolidated Appropriations Act, 2023; e-delivery, including relevant provisions of H.R. 9570, the Improving Disclosure for Investors Act of 2022; emergency savings accounts; auto-portability; Environmental, Social, and Governance (ESG) legislation/regulation; ERISA plan investment options, including cryptocurrencies and relevant provisions of S. 4973, the Retirement Savings Modernization Act; remote notarization, including relevant provisions of H.R. 3962, the Securing and Enabling Commerce Using Remote and Electronic Notarization Act of 2022
Equity market structure and trading regulation; systemic risk legislation; systemic risk regulation; e-delivery; digital assets, including relevant provisions of S. 4356, the Lummis-Gillibrand Responsible Financial Innovation Act and S. 4760, the Digital Commodities Consumer Protection Act of 2022; remote notarization, including relevant provisions of H.R. 3962, the Securing and Enabling Commerce Using Remote and Electronic Notarization Act of 2022; Environmental, Social, and Governance (ESG) legislation/regulation; fixed income market structure; remote inspections; regulatory relief related to COVID
Retirement policy, including relevant provisions of H.R. 2954, the Securing a Strong Retirement Act of 2022, S. 4353, the RISE & SHINE Act, S. 4808, the Enhancing American Retirement Now Act, and S. 4973, the Retirement Savings Modernization Act; retirement savings enhancements, including relevant provisions of H.R. 2954, the Securing a Strong Retirement Act of 2022, S. 4353, the RISE & SHINE Act, and S. 4808, the Enhancing American Retirement Now Act; e-delivery; emergency savings accounts; auto-portability, including relevant provisions of S. 4406, the Advancing Auto-Portability Act of 2022; Environmental, Social, and Governance (ESG) legislation/regulation; ERISA plan investment options, including cryptocurrencies and relevant provisions of S. 4973, the Retirement Savings Modernization Act; remote notarization, including relevant provisions of H.R. 3962, the Securing and Enabling Commerce Using Remote and Electronic Notarization Act of 2022; open MEPs
Retirement policy, including relevant provisions of H.R. 2954, the Securing a Strong Retirement Act of 2022, S. 4353, the RISE & SHINE Act, and the Enhancing American Retirement Now Act; retirement savings enhancements, including relevant provisions of H.R. 2954, the Securing a Strong Retirement Act of 2022, S. 4353, the RISE & SHINE Act, and the Enhancing American Retirement Now Act; e-delivery; emergency savings accounts; auto-portability; Environmental, Social, and Governance (ESG) regulation/legislation; investment advice regulation; ERISA plan investment options, including cryptocurrencies and relevant provisions of S. 4147, the Financial Freedom Act of 2022; remote notarization
Equity market structure and trading regulation; systemic risk legislation; systemic risk regulation; e-delivery; digital assets; remote notarization; Environmental, Social, and Governance (ESG) regulation/legislation; money market fund regulation; fixed income market structure; proposed FTC amendments to the Hart-Scott-Rodino Act; remote inspections; H.R. 1996 and S. 910, the SAFE Banking Act, safe harbor provisions; investment advice regulation; licensing and supervision for remote work; data aggregation; cybersecurity
Retirement policy, including relevant provisions of H.R. 2954, the Securing a Strong Retirement Act of 2022, H.R. 5891, the Retirement Improvement and Savings Enhancement Act, and H.R. 6746, the Lifetime Income for Employees Act; retirement savings enhancements, including relevant provisions of H.R. 2954, the Securing a Strong Retirement Act of 2022 and H.R. 5891, the Retirement Improvement and Savings Enhancement Act; open MEPs; e-delivery; emergency savings accounts; auto-portability; spousal consent; Environmental, Social, and Governance (ESG) regulation/legislation, including relevant provisions of H.R. 7151, the Ensuring Sound Guidance Act; disclosure effectiveness; investment advice regulation; 401(k) plan investments in cryptocurrencies
Retirement savings tax incentives; tax reform legislation/regulation; student debt repayment tax incentives
Retirement policy, including relevant provisions of H.R. 5376, the Build Back Better Act, H.R. 2954, the Securing a Strong Retirement Act of 2021, H.R. 5891, the Retirement Improvement and Savings Enhancement Act, and S. 1770, the Retirement Security and Savings Act of 2021; retirement savings enhancements, including relevant provisions of H.R. 2954, the Securing a Strong Retirement Act of 2021, H.R. 5891, the Retirement Improvement and Savings Enhancement Act, and S. 1770, the Retirement Security and Savings Act of 2021; open MEPs; e-delivery; emergency savings accounts; auto-portability; inherited IRAs
Tax treatment of financial products; retirement savings tax incentives; tax reform legislation/regulation, including relevant provisions of H.R. 5376, the Build Back Better Act; crypto information reporting; health savings accounts
Student debt repayment tax incentives; tax treatment of financial products; retirement savings tax incentives; tax reform legislation/regulation; crypto information reporting
Retirement policy; retirement savings enhancements; open MEPs; e-delivery; emergency savings accounts
Equity market structure and trading regulation; systemic risk legislation; systemic risk regulation; e-delivery; investment advice regulation; data aggregation; digital assets; regulatory relief related to COVID; remote notarization; Environmental, Social, and Governance (ESG) regulation; money market fund regulation; fixed income market structure; proposed FTC amendments to the Hart-Scott-Rodino Act; remote inspections
Health savings accounts, student debt repayment tax incentives; tax treatment of financial products; retirement savings tax incentives; remote worker state payroll tax withholding; tax reform legislation/regulation
Equity market structure and trading regulation; systemic risk legislation; systemic risk regulation; e-delivery; investment advice regulation; data aggregation; digital assets; implementation of the Anti-Money Laundering Act of 2020 and Corporate Transparency Act; regulatory relief related to COVID; remote notarization; Environmental, Social, and Governance (ESG) regulation; money market fund regulation; licensing and supervision for remote work; proposed FTC amendments to Hart-Scott-Rodino Act
Equity market structure and trading regulation; systemic risk legislation; systemic risk regulation; e-delivery; investment advice regulation; data aggregation; digital assets; regulatory relief related to COVID; remote notarization; Environmental, Social, and Governance (ESG) regulation; money market fund regulation; fixed income market structure; stress test relief legislation; proposed FTC amendments to the Hart-Scott-Rodino Act; proxy voting
Student debt repayment tax incentives; tax treatment of financial products; retirement savings tax incentives; tax reform legislation/regulation
Equity market structure and trading regulation; systemic risk legislation; systemic risk regulation; e-delivery; investment advice regulation; data aggregation; digital assets; implementation of the Anti-Money Laundering Act of 2020 and Corporate Transparency Act; regulatory relief related to COVID; remote notarization; Environmental, Social, and Governance (ESG) regulation; money market fund regulation; licensing and supervision for remote work
Retirement policy; retirement savings enhancements
Health savings accounts, student debt repayment tax incentives; tax treatment of financial products; retirement savings tax incentives; remote worker state payroll tax withholding; tax reform legislation/regulation
Health savings accounts; student debt repayment tax incentives; tax treatment of financial products; retirement savings tax incentives; S.3995-Remote and Mobile Worker Relief Act of 2020 (remote worker state payroll tax withholding); S.2999-Primary Care Enhancement Act (HSA eligibility)
Retirement policy; retirement savings enhancements; RETIRE Act (H.R.1256)
Equity market structure and trading regulation; systemic risk regulation; e-delivery; investment advice regulation; data aggregation; digital assets; anti-money laundering legislation (S. 2563 - ILLICIT Cash Act (beneficial ownership)); regulatory relief related to COVID; remote notarization; Environmental, Social, and Governance (ESG) regulation; Chinese Military Companies Executive Order (implementation); money market fund regulation
Health savings accounts; student debt repayment tax incentives; tax treatment of financial products; tax reform legislation/regulation; retirement savings tax incentives; S.3995-Remote and Mobile Worker Relief Act of 2020 (remote worker state payroll tax withholding); S.2999-Primary Care Enhancement Act (HSA eligibility)
Equity market structure and trading regulation; fixed income market structure; systemic risk regulation; systemic risk legislation; e-delivery; investment advice regulation; data aggregation; digital assets; brokered deposit regulation/legislation; CARES Act; anti-money laundering legislation (S.2563-ILLICIT Cash Act (beneficial ownership)); regulatory relief related to COVID; licensing and supervision for remote work; remote notarization; Environmental, Social and Governance (ESG) regulation
Health savings accounts; student debt repayment tax incentives; tax treatment of financial products; state payroll tax withholdings
Equity market structure and trading regulation; fixed income market structure; money market fund legislation; systemic risk regulation; systemic risk legislation; e-delivery; investment advice regulation; data aggregation; digital assets; brokered deposit regulation/legislation; CARES Act; anti-money laundering legislation (S. 2563 - ILLICIT Cash Act (beneficial ownership)); regulatory relief related to COVID; licensing and supervision for remote work; remote notarization
RETIRE Act; Retirement Enhancement and Savings Act (RESA); open MEPs; disclosure effectiveness; retirement policy
Equity market structure and trading regulation; fixed income market structure; money market fund legislation; systemic risk regulation; systemic risk legislation; e-delivery; investment advice regulation; data aggregation; digital assets; brokered deposit regulation/legislation; CARES Act
Health savings accounts; student debt repayment tax incentives; retirement savings tax incentives; tax reform legislation/regulation
Equity market structure and trading regulation; stress test relief legislation; systemic risk regulation; systemic risk legislation; cybersecurity; e-delivery; investment advice regulation; data aggregation; digital assets
Health savings accounts; student debt repayment tax incentives; retirement savings tax incentives; tax reform legislation/regulation
RETIRE Act; SECURE Act; Retirement Enhancement and Savings Act (RESA); open MEPs; disclosure effectiveness; retirement policy
Filing targets: Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Health savings accounts; student debt repayment tax incentives; student debt repayment 401(k) match; tax treatment of financial products; retirement savings tax incentives; tax reform legislation/regulation
RETIRE Act; SECURE Act; fiduciary rule; Retirement Enhancement and Savings Act (RESA); open MEPs; disclosure effectiveness/e-delivery; retirement policy
Equity market structure and trading regulation; asset management regulation; stress test relief legislation; systemic risk regulation; systemic risk legislation; e-delivery; investment advice regulation and legislation; data aggregation; digital assets; money market fund legislation
Health savings accounts; student debt repayment tax incentives; retirement savings tax incentives; tax reform legislation/regulation
RETIRE Act; SECURE Act; Retirement Enhancement and Savings Act (RESA); open MEPs; disclosure effectiveness; retirement policy
Equity market structure and trading regulation; fixed income market structure; asset management regulation; stress test relief legislation; systemic risk regulation; systemic risk legislation; cybersecurity; e-delivery; investment advice regulation and legislation; data aggregation; Federal Savings Association legislation and regulation; digital assets
Health savings accounts; student debt repayment tax incentives; retirement savings tax incentives; tax reform legislation/regulation
RETIRE Act; Retirement Enhancement and Savings Act (RESA); open MEPs; disclosure effectiveness; retirement policy
Equity market structure and trading regulation; fixed income market structure; asset management regulation; money market fund legislation; stress test relief legislation; systemic risk regulation; systemic risk legislation; cybersecurity; e-delivery; investment advice regulation and legislation; data aggregation; Federal Savings Association legislation and regulation; digital assets
Equity market structure and trading regulation; fixed income market structure; money market fund legislation; stress test relief legislation; systemic risk regulation; systemic risk legislation; cybersecurity; e-delivery; investment advice regulation; data aggregation; digital assets
retirement savings tax incentives; tax reform legislation/regulation; health savings accounts; student debt repayment tax incentives
RETIRE Act; Retirement Enhancement and Savings Act (RESA); open MEPs; retirement policy, disclosure effectiveness
Retirement Enhancement and Savings Act (RESA); open MEPs; retirement policy; Family Savings Act of 2018
Equity market structure and trading regulation; money market fund legislation; stress test relief legislation; systemic risk regulation; systemic risk legislation; cybersecurity; e-delivery; investment advice regulation; data aggregation; digital assets; federal savings association regulation
Filing targets: Federal Deposit Insurance Corporation (FDIC), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Equity market structure; fixed income market structure; money market fund legislation; stress test relief legislation; systemic risk regulation; systemic risk legislation; cybersecurity; Senior Safe Act; e-delivery; investment advice regulation; data aggregation; digital assets
RETIRE Act; Retirement Enhancement and Savings Act (RESA); open MEPs; retirement policy
Filing targets: Council of Economic Advisers (CEA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Liquidity risk management rules; money market fund legislation; stress test relief legislation; systemic risk regulation; bitcoin/digital assets; cybersecurity; Senior Safe Act; e-delivery; CHOICE Act; IABD fiduciary rule; data aggregation
ERISA fiduciary investment advice rule; RETIRE ACT; RESA; open MEPs; retirement policy
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Equity market structure and trading regulation; money market fund legislation; systemic risk regulation; systemic risk legislation; cyber-security; Senior Safe Act; e-Delivery/e-Sign; CHOICE Act; data aggregation
Tax treatment of financial products; Retirement tax incentives; health savings accounts; IABD Fiduciary Rule
ERISA fiduciary investment advice rule; DOL state retirement plan pre-emption rule; retirement policy
Filing targets: Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
ERISA fiduciary investment advice rule; DOL state retirement plan pre-emption rule; retirement policy
Retirement tax incentives; health savings accounts
Equity market structure and trading regulation; systemic risk regulation; systemic risk legislation; cyber-security; Senior Safe Act; e-Delivery/e-Sign; CHOICE Act; data aggregation
Filing targets: Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
ERISA fiduciary investment advice rule; DOL state retirement plan pre-emption rule; retirement policy
Equity market structure and trading regulation; money market fund legislation; systemic risk regulation; systemic risk legislation; stress testing relief legislation; cyber-security; e-Delivery; RETIRE Act; CHOICE Act; data aggregation; IABD Fiduciary Rule
Tax treatment of financial products; Retirement tax incentives; tax reform legislation; health savings accounts
Filing targets: Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Equity market structure and trading regulation; systemic risk regulation; systemic risk legislation; cyber-security; Senior Safe Act; e-Delivery/e-Sign; data aggregation; MiFID II harmonization
Tax treatment of financial products; Retirement tax incentives; health savings accounts; IABD Fiduciary Rule
ERISA fiduciary investment advice rule; DOL state retirement plan pre-emption rule; retirement policy
Filing targets: Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Tax treatment of financial products; Retirement tax incentives; health savings accounts; IABD Fiduciary Rule
Equity market structure and trading regulation; money market fund legislation; systemic risk regulation; systemic risk legislation; cyber-security; Senior Safe Act; e-Delivery/e-Sign; CHOICE Act; data aggregation
ERISA fiduciary investment advice rule; DOL state retirement plan pre-emption rule; retirement policy
Filing targets: Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
ERISA fiduciary investment advice rule; DOL state retirement plan pre-emption rule; retirement policy
Retirement tax incentives; health savings accounts
Equity market structure and trading regulation; systemic risk regulation; systemic risk legislation; cyber-security; Senior Safe Act; e-Delivery/e-Sign; CHOICE Act; data aggregation
Filing targets: Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
FIDELITY CHARITABLE GIFT FUND via FMR LLC
2016 · fourth_quarter · Q4
Donor advised funds
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Equity market structure and trading regulation; Money market fund legislation; Cybersecurity; e-delivery; Systemic risk legislation; Systemic risk regulation; Senior Safe Act; CHOICE Act; Data aggregation
ERISA fiduciary investment advice rule; DOL state retirement plan pre-emption rule
Filing targets: Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
ERISA fiduciary investment advice rule
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Proposed ERISA fiduciary investment advice rule; Retirement legislation/regulation; Multiple employer pension plans
Filing targets: Commodity Futures Trading Commission (CFTC), Council of Economic Advisers (CEA), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Proposed ERISA fiduciary investment advice rule; Retirement legislation/regulation; Multiple employer pension plans
Filing targets: Commodity Futures Trading Commission (CFTC), Council of Economic Advisers (CEA), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Proposed ERISA fiduciary investment advice rule; Retirement legislation/regulation; Multiple employer pension plans
Filing targets: Commodity Futures Trading Commission (CFTC), Council of Economic Advisers (CEA), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Proposed ERISA fiduciary investment advice rule; Retirement legislation/regulation
Filing targets: Commodity Futures Trading Commission (CFTC), Council of Economic Advisers (CEA), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Proposed ERISA fiduciary investment advice rule; Retirement legislation/regulation
Filing targets: Commodity Futures Trading Commission (CFTC), Council of Economic Advisers (CEA), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Proposed ERISA fiduciary investment advice rule; Retirement legislation/regulation
Filing targets: Commodity Futures Trading Commission (CFTC), Council of Economic Advisers (CEA), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Filing targets: Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
Filing targets: Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
Filing targets: Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Retirement policy; retirement savings enhancements; Environmental, Social, and Governance (ESG) regulation; e-delivery, including relevant provisions of H.R. 1807, the Improving Disclosure for Investors Act of 2023; auto-portability; ERISA plan investment options including cryptocurrencies; remote notarization; technical corrections and guidance for the Securing a Strong Retirement Act of 2022
Filing targets: Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Equity market structure and trading regulation; systemic risk legislation; systemic risk regulation; e-delivery, including relevant provisions of H.R. 9570, the Improving Disclosure for Investors Act of 2022; digital assets; remote notarization, including relevant provisions of H.R. 3962, the Securing and Enabling Commerce Using Remote and Electronic Notarization Act of 2022; Environmental, Social, and Governance (ESG) legislation/regulation; fixed income market structure; remote inspections; regulatory relief related to COVID; H.R. 1996 and S. 910, the SAFE Banking Act, safe harbor provisions; money market fund regulation; data aggregation; licensing and supervision for remote work
Filing targets: Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Retirement savings tax incentives; tax reform legislation; student debt repayment tax incentives; health savings accounts; crypto information reporting
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Retirement savings tax incentives; tax reform legislation/regulation; student debt repayment tax incentives; health savings accounts; crypto information reporting
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Equity market structure and trading regulation; systemic risk legislation; systemic risk regulation; e-delivery; digital assets; remote notarization; Environmental, Social, and Governance (ESG) regulation/legislation, including relevant provisions of H.R. 7151, the Ensuring Sound Guidance Act; money market fund regulation; fixed income market structure; proposed FTC amendments to the Hart-Scott-Rodino Act; remote inspections; H.R. 1996 and S. 910, the SAFE Banking Act, safe harbor provisions; investment advice regulation; licensing and supervision for remote work
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC)
Equity market structure and trading regulation; systemic risk legislation; systemic risk regulation; e-delivery; data aggregation; digital assets; regulatory relief related to COVID; remote notarization; Environmental, Social, and Governance (ESG) regulation; money market fund regulation; fixed income market structure; proposed FTC amendments to the Hart-Scott-Rodino Act; remote inspections; H.R. 1996 and S. 910, the SAFE Banking Act of 2021, safe harbor provisions
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC)
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Retirement policy; retirement savings enhancements
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
Retirement policy; retirement savings enhancements; open MEPs
Filing targets: Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC)
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Retirement policy; retirement savings enhancements; Open Multiple Employer Plans (MEPs)
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
RETIRE Act; Retirement Enhancement and Savings Act (RESA); disclosure effectiveness; retirement policy; retirement savings enhancements
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Filing targets: Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Filing targets: Consumer Financial Protection Bureau (CFPB), Federal Reserve System, HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Filing targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of