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Reported covered position: N/A
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Income and expense are whole-filing amounts associated with this lobbyist, not personal compensation or an allocated share.
No topic inference: each bill number appears in source LDA issue text assigned to this lobbyist.
American Rescue Plan Act of 2021
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization FY2022 budget proposal Administration - Infrastructure proposal Automatic Retirement Plan Act (ARPA) Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization - implementation issues DOL - Independent Contractor Rule - withdrawal of final rule PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - - request for guidance on defined benefit funding implementation DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Form 5500 Reporting Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2021 · third_quarter · 3A
Legislative Build Back Better Act (BBBA) - retirement savings provisions Infrastructure Investment and Jobs Act (IIJA) - defined benefit pension stabilization option provision Automatic Retirement Plan Act (ARPA) Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 ABLE Employment Flexibility ACT (AEFA) - H.R. 4672 Womens Retirement Protection Act (WRPA) - S. 2446/H.R. 4678 Encouraging Americans to Save Act (EASA_ - S. 2452/H.R. 2913 Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Retirement Security Flexibility Act - S. 2602 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing ERISA Uniformity Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Extension of spousal consent to defined contribution plans Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans - implementation issues American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - PBGC, IRS - IFR - new assistance program for financially troubled multiemployer plans DOL/IRS/PBGC - Form 5500 reporting requirements - proposed rules and forms revisions PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS -Employee Plans Compliance Resolution System (EPCRS) - updated IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - Notice 2021-48 - guidance on single-employer pension plan relief included in the American Rescue Plan Act of 2021 (ARPA) DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements - temporary frequently asked questions (FAQs) - timing clarification DOL - redefinition of fiduciary DOL -de-risking of defined benefit pension plans Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Source: Senate LDA
American Rescue Plan Act of 2021
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization FY21 Budget Reconciliation Bill - single-employer pension funding stabilization FY22 Budget Reconciliation Bill Administration - Infrastructure proposal Automatic Retirement Plan Act (ARPA) SECURE 2.0 - (A Secure Retirement Act) - comprehensive bipartisan proposal Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing Financial wellness, emergency savings Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization - implementation issues DOL - Independent Contractor Rule - proposed withdrawal of final rule PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - proposed regulations on automatic postponements during Federally declared disasters IRS - Final Rule Exempting Volunteer Executives from Excise Tax White House Memorandum - Regulatory Freeze Pending Review Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy White House Memorandum - Modernizing Regulatory Review DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - - request for guidance on defined benefit funding implementation DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - confirmation of effective date of prohibited transaction exemption Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements Cybersecurity Emergency savings Executive compensation ERISA Uniformity Form 5500 Reporting Mortality Tables - Improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans
American Rescue Plan Act of 2021
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Build Back Better Act (BBBA) - retirement savings provisions Infrastructure Investment and Jobs Act (IIJA) - defined benefit pension stabilization option provision Automatic Retirement Plan Act (ARPA) Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 ABLE Employment Flexibility ACT (AEFA) - H.R. 4672 Womens Retirement Protection Act (WRPA) - S. 2446/H.R. 4678 Encouraging Americans to Save Act (EASA_ - S. 2452/H.R. 2913 Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Retirement Security Flexibility Act - S. 2602 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing ERISA Uniformity Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Extension of spousal consent to defined contribution plans Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans - implementation issues American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - PBGC, IRS - IFR - new assistance program for financially troubled multiemployer plans DOL/IRS/PBGC - Form 5500 reporting requirements - proposed rules and forms revisions PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS -Employee Plans Compliance Resolution System (EPCRS) - updated IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - Notice 2021-48 - guidance on single-employer pension plan relief included in the American Rescue Plan Act of 2021 (ARPA) DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements - temporary frequently asked questions (FAQs) - timing clarification DOL - redefinition of fiduciary DOL -de-risking of defined benefit pension plans Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
American Rescue Plan Act of 2021
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization FY2022 budget proposal Administration - Infrastructure proposal Automatic Retirement Plan Act (ARPA) Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization - implementation issues DOL - Independent Contractor Rule - withdrawal of final rule PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - - request for guidance on defined benefit funding implementation DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Form 5500 Reporting Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
American Rescue Plan Act of 2021
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Build Back Better Act (BBBA) - retirement savings provisions Infrastructure Investment and Jobs Act (IIJA) - defined benefit pension stabilization option provision Automatic Retirement Plan Act (ARPA) Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 ABLE Employment Flexibility ACT (AEFA) - H.R. 4672 Womens Retirement Protection Act (WRPA) - S. 2446/H.R. 4678 Encouraging Americans to Save Act (EASA_ - S. 2452/H.R. 2913 Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Retirement Security Flexibility Act - S. 2602 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing ERISA Uniformity Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Extension of spousal consent to defined contribution plans Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans - implementation issues American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - PBGC, IRS - IFR - new assistance program for financially troubled multiemployer plans DOL/IRS/PBGC - Form 5500 reporting requirements - proposed rules and forms revisions PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS -Employee Plans Compliance Resolution System (EPCRS) - updated IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - Notice 2021-48 - guidance on single-employer pension plan relief included in the American Rescue Plan Act of 2021 (ARPA) DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements - temporary frequently asked questions (FAQs) - timing clarification DOL - redefinition of fiduciary DOL -de-risking of defined benefit pension plans Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Encouraging Americans to Save Act
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Build Back Better Act (BBBA) - retirement savings provisions Infrastructure Investment and Jobs Act (IIJA) - defined benefit pension stabilization option provision Automatic Retirement Plan Act (ARPA) Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 ABLE Employment Flexibility ACT (AEFA) - H.R. 4672 Womens Retirement Protection Act (WRPA) - S. 2446/H.R. 4678 Encouraging Americans to Save Act (EASA_ - S. 2452/H.R. 2913 Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Retirement Security Flexibility Act - S. 2602 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing ERISA Uniformity Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Extension of spousal consent to defined contribution plans Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans - implementation issues American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - PBGC, IRS - IFR - new assistance program for financially troubled multiemployer plans DOL/IRS/PBGC - Form 5500 reporting requirements - proposed rules and forms revisions PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS -Employee Plans Compliance Resolution System (EPCRS) - updated IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - Notice 2021-48 - guidance on single-employer pension plan relief included in the American Rescue Plan Act of 2021 (ARPA) DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements - temporary frequently asked questions (FAQs) - timing clarification DOL - redefinition of fiduciary DOL -de-risking of defined benefit pension plans Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Encouraging Americans to Save Act
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Build Back Better Act (BBBA) - retirement savings provisions Infrastructure Investment and Jobs Act (IIJA) - defined benefit pension stabilization option provision Automatic Retirement Plan Act (ARPA) Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 ABLE Employment Flexibility ACT (AEFA) - H.R. 4672 Womens Retirement Protection Act (WRPA) - S. 2446/H.R. 4678 Encouraging Americans to Save Act (EASA_ - S. 2452/H.R. 2913 Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Retirement Security Flexibility Act - S. 2602 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing ERISA Uniformity Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Extension of spousal consent to defined contribution plans Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans - implementation issues American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - PBGC, IRS - IFR - new assistance program for financially troubled multiemployer plans DOL/IRS/PBGC - Form 5500 reporting requirements - proposed rules and forms revisions PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS -Employee Plans Compliance Resolution System (EPCRS) - updated IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - Notice 2021-48 - guidance on single-employer pension plan relief included in the American Rescue Plan Act of 2021 (ARPA) DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements - temporary frequently asked questions (FAQs) - timing clarification DOL - redefinition of fiduciary DOL -de-risking of defined benefit pension plans Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Retirement Parity for Student Loans Act of 2021
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Build Back Better Act (BBBA) - retirement savings provisions Infrastructure Investment and Jobs Act (IIJA) - defined benefit pension stabilization option provision Automatic Retirement Plan Act (ARPA) Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 ABLE Employment Flexibility ACT (AEFA) - H.R. 4672 Womens Retirement Protection Act (WRPA) - S. 2446/H.R. 4678 Encouraging Americans to Save Act (EASA_ - S. 2452/H.R. 2913 Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Retirement Security Flexibility Act - S. 2602 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing ERISA Uniformity Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Extension of spousal consent to defined contribution plans Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans - implementation issues American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - PBGC, IRS - IFR - new assistance program for financially troubled multiemployer plans DOL/IRS/PBGC - Form 5500 reporting requirements - proposed rules and forms revisions PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS -Employee Plans Compliance Resolution System (EPCRS) - updated IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - Notice 2021-48 - guidance on single-employer pension plan relief included in the American Rescue Plan Act of 2021 (ARPA) DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements - temporary frequently asked questions (FAQs) - timing clarification DOL - redefinition of fiduciary DOL -de-risking of defined benefit pension plans Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Retirement Parity for Student Loans Act of 2021
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization FY2022 budget proposal Administration - Infrastructure proposal Automatic Retirement Plan Act (ARPA) Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization - implementation issues DOL - Independent Contractor Rule - withdrawal of final rule PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - - request for guidance on defined benefit funding implementation DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Form 5500 Reporting Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Retirement Parity for Student Loans Act of 2021
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Build Back Better Act (BBBA) - retirement savings provisions Infrastructure Investment and Jobs Act (IIJA) - defined benefit pension stabilization option provision Automatic Retirement Plan Act (ARPA) Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 ABLE Employment Flexibility ACT (AEFA) - H.R. 4672 Womens Retirement Protection Act (WRPA) - S. 2446/H.R. 4678 Encouraging Americans to Save Act (EASA_ - S. 2452/H.R. 2913 Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Retirement Security Flexibility Act - S. 2602 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing ERISA Uniformity Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Extension of spousal consent to defined contribution plans Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans - implementation issues American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - PBGC, IRS - IFR - new assistance program for financially troubled multiemployer plans DOL/IRS/PBGC - Form 5500 reporting requirements - proposed rules and forms revisions PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS -Employee Plans Compliance Resolution System (EPCRS) - updated IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - Notice 2021-48 - guidance on single-employer pension plan relief included in the American Rescue Plan Act of 2021 (ARPA) DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements - temporary frequently asked questions (FAQs) - timing clarification DOL - redefinition of fiduciary DOL -de-risking of defined benefit pension plans Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Retirement Parity for Student Loans Act of 2021
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization FY2022 budget proposal Administration - Infrastructure proposal Automatic Retirement Plan Act (ARPA) Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization - implementation issues DOL - Independent Contractor Rule - withdrawal of final rule PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - - request for guidance on defined benefit funding implementation DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Form 5500 Reporting Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Securing a Strong Retirement Act of 2021
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization FY2022 budget proposal Administration - Infrastructure proposal Automatic Retirement Plan Act (ARPA) Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization - implementation issues DOL - Independent Contractor Rule - withdrawal of final rule PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - - request for guidance on defined benefit funding implementation DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Form 5500 Reporting Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Securing a Strong Retirement Act of 2021
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Build Back Better Act (BBBA) - retirement savings provisions Infrastructure Investment and Jobs Act (IIJA) - defined benefit pension stabilization option provision Automatic Retirement Plan Act (ARPA) Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 ABLE Employment Flexibility ACT (AEFA) - H.R. 4672 Womens Retirement Protection Act (WRPA) - S. 2446/H.R. 4678 Encouraging Americans to Save Act (EASA_ - S. 2452/H.R. 2913 Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Retirement Security Flexibility Act - S. 2602 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing ERISA Uniformity Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Extension of spousal consent to defined contribution plans Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans - implementation issues American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - PBGC, IRS - IFR - new assistance program for financially troubled multiemployer plans DOL/IRS/PBGC - Form 5500 reporting requirements - proposed rules and forms revisions PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS -Employee Plans Compliance Resolution System (EPCRS) - updated IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - Notice 2021-48 - guidance on single-employer pension plan relief included in the American Rescue Plan Act of 2021 (ARPA) DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements - temporary frequently asked questions (FAQs) - timing clarification DOL - redefinition of fiduciary DOL -de-risking of defined benefit pension plans Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Securing a Strong Retirement Act of 2021
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Build Back Better Act (BBBA) - retirement savings provisions Infrastructure Investment and Jobs Act (IIJA) - defined benefit pension stabilization option provision Automatic Retirement Plan Act (ARPA) Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 ABLE Employment Flexibility ACT (AEFA) - H.R. 4672 Womens Retirement Protection Act (WRPA) - S. 2446/H.R. 4678 Encouraging Americans to Save Act (EASA_ - S. 2452/H.R. 2913 Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Retirement Security Flexibility Act - S. 2602 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing ERISA Uniformity Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Extension of spousal consent to defined contribution plans Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans - implementation issues American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - PBGC, IRS - IFR - new assistance program for financially troubled multiemployer plans DOL/IRS/PBGC - Form 5500 reporting requirements - proposed rules and forms revisions PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS -Employee Plans Compliance Resolution System (EPCRS) - updated IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - Notice 2021-48 - guidance on single-employer pension plan relief included in the American Rescue Plan Act of 2021 (ARPA) DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements - temporary frequently asked questions (FAQs) - timing clarification DOL - redefinition of fiduciary DOL -de-risking of defined benefit pension plans Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Securing a Strong Retirement Act of 2021
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization FY2022 budget proposal Administration - Infrastructure proposal Automatic Retirement Plan Act (ARPA) Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization - implementation issues DOL - Independent Contractor Rule - withdrawal of final rule PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - - request for guidance on defined benefit funding implementation DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Form 5500 Reporting Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Emergency Pension Plan Relief Act of 2021
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization FY2022 budget proposal Administration - Infrastructure proposal Automatic Retirement Plan Act (ARPA) Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization - implementation issues DOL - Independent Contractor Rule - withdrawal of final rule PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - - request for guidance on defined benefit funding implementation DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Form 5500 Reporting Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Emergency Pension Plan Relief Act of 2021
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization FY21 Budget Reconciliation Bill - single-employer pension funding stabilization FY22 Budget Reconciliation Bill Administration - Infrastructure proposal Automatic Retirement Plan Act (ARPA) SECURE 2.0 - (A Secure Retirement Act) - comprehensive bipartisan proposal Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing Financial wellness, emergency savings Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization - implementation issues DOL - Independent Contractor Rule - proposed withdrawal of final rule PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - proposed regulations on automatic postponements during Federally declared disasters IRS - Final Rule Exempting Volunteer Executives from Excise Tax White House Memorandum - Regulatory Freeze Pending Review Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy White House Memorandum - Modernizing Regulatory Review DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - - request for guidance on defined benefit funding implementation DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - confirmation of effective date of prohibited transaction exemption Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements Cybersecurity Emergency savings Executive compensation ERISA Uniformity Form 5500 Reporting Mortality Tables - Improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans
Emergency Pension Plan Relief Act of 2021
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Build Back Better Act (BBBA) - retirement savings provisions Infrastructure Investment and Jobs Act (IIJA) - defined benefit pension stabilization option provision Automatic Retirement Plan Act (ARPA) Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 ABLE Employment Flexibility ACT (AEFA) - H.R. 4672 Womens Retirement Protection Act (WRPA) - S. 2446/H.R. 4678 Encouraging Americans to Save Act (EASA_ - S. 2452/H.R. 2913 Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Retirement Security Flexibility Act - S. 2602 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing ERISA Uniformity Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Extension of spousal consent to defined contribution plans Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans - implementation issues American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - PBGC, IRS - IFR - new assistance program for financially troubled multiemployer plans DOL/IRS/PBGC - Form 5500 reporting requirements - proposed rules and forms revisions PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS -Employee Plans Compliance Resolution System (EPCRS) - updated IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - Notice 2021-48 - guidance on single-employer pension plan relief included in the American Rescue Plan Act of 2021 (ARPA) DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements - temporary frequently asked questions (FAQs) - timing clarification DOL - redefinition of fiduciary DOL -de-risking of defined benefit pension plans Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Emergency Pension Plan Relief Act of 2021
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization FY2022 budget proposal Administration - Infrastructure proposal Automatic Retirement Plan Act (ARPA) Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization - implementation issues DOL - Independent Contractor Rule - withdrawal of final rule PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - - request for guidance on defined benefit funding implementation DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Form 5500 Reporting Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Emergency Pension Plan Relief Act of 2021
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Build Back Better Act (BBBA) - retirement savings provisions Infrastructure Investment and Jobs Act (IIJA) - defined benefit pension stabilization option provision Automatic Retirement Plan Act (ARPA) Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 ABLE Employment Flexibility ACT (AEFA) - H.R. 4672 Womens Retirement Protection Act (WRPA) - S. 2446/H.R. 4678 Encouraging Americans to Save Act (EASA_ - S. 2452/H.R. 2913 Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Retirement Security Flexibility Act - S. 2602 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing ERISA Uniformity Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Extension of spousal consent to defined contribution plans Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans - implementation issues American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - PBGC, IRS - IFR - new assistance program for financially troubled multiemployer plans DOL/IRS/PBGC - Form 5500 reporting requirements - proposed rules and forms revisions PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS -Employee Plans Compliance Resolution System (EPCRS) - updated IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - Notice 2021-48 - guidance on single-employer pension plan relief included in the American Rescue Plan Act of 2021 (ARPA) DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements - temporary frequently asked questions (FAQs) - timing clarification DOL - redefinition of fiduciary DOL -de-risking of defined benefit pension plans Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Emergency Pension Plan Relief Act of 2021
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization FY2022 budget proposal Administration - Infrastructure proposal Automatic Retirement Plan Act (ARPA) Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization - implementation issues DOL - Independent Contractor Rule - withdrawal of final rule PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - - request for guidance on defined benefit funding implementation DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Form 5500 Reporting Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Emergency Pension Plan Relief Act of 2021
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization FY21 Budget Reconciliation Bill - single-employer pension funding stabilization FY22 Budget Reconciliation Bill Administration - Infrastructure proposal Automatic Retirement Plan Act (ARPA) SECURE 2.0 - (A Secure Retirement Act) - comprehensive bipartisan proposal Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing Financial wellness, emergency savings Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization - implementation issues DOL - Independent Contractor Rule - proposed withdrawal of final rule PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - proposed regulations on automatic postponements during Federally declared disasters IRS - Final Rule Exempting Volunteer Executives from Excise Tax White House Memorandum - Regulatory Freeze Pending Review Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy White House Memorandum - Modernizing Regulatory Review DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - - request for guidance on defined benefit funding implementation DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - confirmation of effective date of prohibited transaction exemption Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements Cybersecurity Emergency savings Executive compensation ERISA Uniformity Form 5500 Reporting Mortality Tables - Improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans
Emergency Pension Plan Relief Act of 2021
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization FY2022 budget proposal Administration - Infrastructure proposal Automatic Retirement Plan Act (ARPA) Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization - implementation issues DOL - Independent Contractor Rule - withdrawal of final rule PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - - request for guidance on defined benefit funding implementation DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Form 5500 Reporting Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Emergency Pension Plan Relief Act of 2021
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Build Back Better Act (BBBA) - retirement savings provisions Infrastructure Investment and Jobs Act (IIJA) - defined benefit pension stabilization option provision Automatic Retirement Plan Act (ARPA) Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 ABLE Employment Flexibility ACT (AEFA) - H.R. 4672 Womens Retirement Protection Act (WRPA) - S. 2446/H.R. 4678 Encouraging Americans to Save Act (EASA_ - S. 2452/H.R. 2913 Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Retirement Security Flexibility Act - S. 2602 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing ERISA Uniformity Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Extension of spousal consent to defined contribution plans Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans - implementation issues American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - PBGC, IRS - IFR - new assistance program for financially troubled multiemployer plans DOL/IRS/PBGC - Form 5500 reporting requirements - proposed rules and forms revisions PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS -Employee Plans Compliance Resolution System (EPCRS) - updated IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - Notice 2021-48 - guidance on single-employer pension plan relief included in the American Rescue Plan Act of 2021 (ARPA) DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements - temporary frequently asked questions (FAQs) - timing clarification DOL - redefinition of fiduciary DOL -de-risking of defined benefit pension plans Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Emergency Pension Plan Relief Act of 2021
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Build Back Better Act (BBBA) - retirement savings provisions Infrastructure Investment and Jobs Act (IIJA) - defined benefit pension stabilization option provision Automatic Retirement Plan Act (ARPA) Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 ABLE Employment Flexibility ACT (AEFA) - H.R. 4672 Womens Retirement Protection Act (WRPA) - S. 2446/H.R. 4678 Encouraging Americans to Save Act (EASA_ - S. 2452/H.R. 2913 Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Retirement Security Flexibility Act - S. 2602 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing ERISA Uniformity Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Extension of spousal consent to defined contribution plans Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans - implementation issues American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - PBGC, IRS - IFR - new assistance program for financially troubled multiemployer plans DOL/IRS/PBGC - Form 5500 reporting requirements - proposed rules and forms revisions PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS -Employee Plans Compliance Resolution System (EPCRS) - updated IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - Notice 2021-48 - guidance on single-employer pension plan relief included in the American Rescue Plan Act of 2021 (ARPA) DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements - temporary frequently asked questions (FAQs) - timing clarification DOL - redefinition of fiduciary DOL -de-risking of defined benefit pension plans Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
ABLE Employment Flexibility Act
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Build Back Better Act (BBBA) - retirement savings provisions Infrastructure Investment and Jobs Act (IIJA) - defined benefit pension stabilization option provision Automatic Retirement Plan Act (ARPA) Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 ABLE Employment Flexibility ACT (AEFA) - H.R. 4672 Womens Retirement Protection Act (WRPA) - S. 2446/H.R. 4678 Encouraging Americans to Save Act (EASA_ - S. 2452/H.R. 2913 Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Retirement Security Flexibility Act - S. 2602 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing ERISA Uniformity Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Extension of spousal consent to defined contribution plans Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans - implementation issues American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - PBGC, IRS - IFR - new assistance program for financially troubled multiemployer plans DOL/IRS/PBGC - Form 5500 reporting requirements - proposed rules and forms revisions PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS -Employee Plans Compliance Resolution System (EPCRS) - updated IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - Notice 2021-48 - guidance on single-employer pension plan relief included in the American Rescue Plan Act of 2021 (ARPA) DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements - temporary frequently asked questions (FAQs) - timing clarification DOL - redefinition of fiduciary DOL -de-risking of defined benefit pension plans Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
ABLE Employment Flexibility Act
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Build Back Better Act (BBBA) - retirement savings provisions Infrastructure Investment and Jobs Act (IIJA) - defined benefit pension stabilization option provision Automatic Retirement Plan Act (ARPA) Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 ABLE Employment Flexibility ACT (AEFA) - H.R. 4672 Womens Retirement Protection Act (WRPA) - S. 2446/H.R. 4678 Encouraging Americans to Save Act (EASA_ - S. 2452/H.R. 2913 Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Retirement Security Flexibility Act - S. 2602 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing ERISA Uniformity Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Extension of spousal consent to defined contribution plans Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans - implementation issues American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - PBGC, IRS - IFR - new assistance program for financially troubled multiemployer plans DOL/IRS/PBGC - Form 5500 reporting requirements - proposed rules and forms revisions PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS -Employee Plans Compliance Resolution System (EPCRS) - updated IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - Notice 2021-48 - guidance on single-employer pension plan relief included in the American Rescue Plan Act of 2021 (ARPA) DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements - temporary frequently asked questions (FAQs) - timing clarification DOL - redefinition of fiduciary DOL -de-risking of defined benefit pension plans Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Women's Retirement Protection Act
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Build Back Better Act (BBBA) - retirement savings provisions Infrastructure Investment and Jobs Act (IIJA) - defined benefit pension stabilization option provision Automatic Retirement Plan Act (ARPA) Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 ABLE Employment Flexibility ACT (AEFA) - H.R. 4672 Womens Retirement Protection Act (WRPA) - S. 2446/H.R. 4678 Encouraging Americans to Save Act (EASA_ - S. 2452/H.R. 2913 Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Retirement Security Flexibility Act - S. 2602 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing ERISA Uniformity Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Extension of spousal consent to defined contribution plans Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans - implementation issues American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - PBGC, IRS - IFR - new assistance program for financially troubled multiemployer plans DOL/IRS/PBGC - Form 5500 reporting requirements - proposed rules and forms revisions PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS -Employee Plans Compliance Resolution System (EPCRS) - updated IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - Notice 2021-48 - guidance on single-employer pension plan relief included in the American Rescue Plan Act of 2021 (ARPA) DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements - temporary frequently asked questions (FAQs) - timing clarification DOL - redefinition of fiduciary DOL -de-risking of defined benefit pension plans Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Women's Retirement Protection Act
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Build Back Better Act (BBBA) - retirement savings provisions Infrastructure Investment and Jobs Act (IIJA) - defined benefit pension stabilization option provision Automatic Retirement Plan Act (ARPA) Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 ABLE Employment Flexibility ACT (AEFA) - H.R. 4672 Womens Retirement Protection Act (WRPA) - S. 2446/H.R. 4678 Encouraging Americans to Save Act (EASA_ - S. 2452/H.R. 2913 Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Retirement Security Flexibility Act - S. 2602 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing ERISA Uniformity Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Extension of spousal consent to defined contribution plans Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans - implementation issues American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - PBGC, IRS - IFR - new assistance program for financially troubled multiemployer plans DOL/IRS/PBGC - Form 5500 reporting requirements - proposed rules and forms revisions PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS -Employee Plans Compliance Resolution System (EPCRS) - updated IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - Notice 2021-48 - guidance on single-employer pension plan relief included in the American Rescue Plan Act of 2021 (ARPA) DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements - temporary frequently asked questions (FAQs) - timing clarification DOL - redefinition of fiduciary DOL -de-risking of defined benefit pension plans Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Retirement Parity for Student Loans Act
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization FY2022 budget proposal Administration - Infrastructure proposal Automatic Retirement Plan Act (ARPA) Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization - implementation issues DOL - Independent Contractor Rule - withdrawal of final rule PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - - request for guidance on defined benefit funding implementation DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Form 5500 Reporting Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Retirement Parity for Student Loans Act
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Build Back Better Act (BBBA) - retirement savings provisions Infrastructure Investment and Jobs Act (IIJA) - defined benefit pension stabilization option provision Automatic Retirement Plan Act (ARPA) Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 ABLE Employment Flexibility ACT (AEFA) - H.R. 4672 Womens Retirement Protection Act (WRPA) - S. 2446/H.R. 4678 Encouraging Americans to Save Act (EASA_ - S. 2452/H.R. 2913 Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Retirement Security Flexibility Act - S. 2602 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing ERISA Uniformity Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Extension of spousal consent to defined contribution plans Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans - implementation issues American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - PBGC, IRS - IFR - new assistance program for financially troubled multiemployer plans DOL/IRS/PBGC - Form 5500 reporting requirements - proposed rules and forms revisions PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS -Employee Plans Compliance Resolution System (EPCRS) - updated IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - Notice 2021-48 - guidance on single-employer pension plan relief included in the American Rescue Plan Act of 2021 (ARPA) DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements - temporary frequently asked questions (FAQs) - timing clarification DOL - redefinition of fiduciary DOL -de-risking of defined benefit pension plans Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Retirement Parity for Student Loans Act
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization FY2022 budget proposal Administration - Infrastructure proposal Automatic Retirement Plan Act (ARPA) Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization - implementation issues DOL - Independent Contractor Rule - withdrawal of final rule PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - - request for guidance on defined benefit funding implementation DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Form 5500 Reporting Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Retirement Parity for Student Loans Act
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Build Back Better Act (BBBA) - retirement savings provisions Infrastructure Investment and Jobs Act (IIJA) - defined benefit pension stabilization option provision Automatic Retirement Plan Act (ARPA) Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 ABLE Employment Flexibility ACT (AEFA) - H.R. 4672 Womens Retirement Protection Act (WRPA) - S. 2446/H.R. 4678 Encouraging Americans to Save Act (EASA_ - S. 2452/H.R. 2913 Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Retirement Security Flexibility Act - S. 2602 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing ERISA Uniformity Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Extension of spousal consent to defined contribution plans Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans - implementation issues American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - PBGC, IRS - IFR - new assistance program for financially troubled multiemployer plans DOL/IRS/PBGC - Form 5500 reporting requirements - proposed rules and forms revisions PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS -Employee Plans Compliance Resolution System (EPCRS) - updated IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - Notice 2021-48 - guidance on single-employer pension plan relief included in the American Rescue Plan Act of 2021 (ARPA) DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements - temporary frequently asked questions (FAQs) - timing clarification DOL - redefinition of fiduciary DOL -de-risking of defined benefit pension plans Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Improving Access to Retirement Savings Act
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Build Back Better Act (BBBA) - retirement savings provisions Infrastructure Investment and Jobs Act (IIJA) - defined benefit pension stabilization option provision Automatic Retirement Plan Act (ARPA) Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 ABLE Employment Flexibility ACT (AEFA) - H.R. 4672 Womens Retirement Protection Act (WRPA) - S. 2446/H.R. 4678 Encouraging Americans to Save Act (EASA_ - S. 2452/H.R. 2913 Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Retirement Security Flexibility Act - S. 2602 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing ERISA Uniformity Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Extension of spousal consent to defined contribution plans Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans - implementation issues American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - PBGC, IRS - IFR - new assistance program for financially troubled multiemployer plans DOL/IRS/PBGC - Form 5500 reporting requirements - proposed rules and forms revisions PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS -Employee Plans Compliance Resolution System (EPCRS) - updated IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - Notice 2021-48 - guidance on single-employer pension plan relief included in the American Rescue Plan Act of 2021 (ARPA) DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements - temporary frequently asked questions (FAQs) - timing clarification DOL - redefinition of fiduciary DOL -de-risking of defined benefit pension plans Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Improving Access to Retirement Savings Act
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization FY2022 budget proposal Administration - Infrastructure proposal Automatic Retirement Plan Act (ARPA) Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization - implementation issues DOL - Independent Contractor Rule - withdrawal of final rule PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - - request for guidance on defined benefit funding implementation DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Form 5500 Reporting Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Improving Access to Retirement Savings Act
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Build Back Better Act (BBBA) - retirement savings provisions Infrastructure Investment and Jobs Act (IIJA) - defined benefit pension stabilization option provision Automatic Retirement Plan Act (ARPA) Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 ABLE Employment Flexibility ACT (AEFA) - H.R. 4672 Womens Retirement Protection Act (WRPA) - S. 2446/H.R. 4678 Encouraging Americans to Save Act (EASA_ - S. 2452/H.R. 2913 Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Retirement Security Flexibility Act - S. 2602 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing ERISA Uniformity Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Extension of spousal consent to defined contribution plans Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans - implementation issues American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - PBGC, IRS - IFR - new assistance program for financially troubled multiemployer plans DOL/IRS/PBGC - Form 5500 reporting requirements - proposed rules and forms revisions PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS -Employee Plans Compliance Resolution System (EPCRS) - updated IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - Notice 2021-48 - guidance on single-employer pension plan relief included in the American Rescue Plan Act of 2021 (ARPA) DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements - temporary frequently asked questions (FAQs) - timing clarification DOL - redefinition of fiduciary DOL -de-risking of defined benefit pension plans Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Improving Access to Retirement Savings Act
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization FY2022 budget proposal Administration - Infrastructure proposal Automatic Retirement Plan Act (ARPA) Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization - implementation issues DOL - Independent Contractor Rule - withdrawal of final rule PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - - request for guidance on defined benefit funding implementation DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Form 5500 Reporting Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Retirement Savings Lost and Found Act of 2021
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization FY2022 budget proposal Administration - Infrastructure proposal Automatic Retirement Plan Act (ARPA) Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization - implementation issues DOL - Independent Contractor Rule - withdrawal of final rule PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - - request for guidance on defined benefit funding implementation DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Form 5500 Reporting Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Retirement Savings Lost and Found Act of 2021
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Build Back Better Act (BBBA) - retirement savings provisions Infrastructure Investment and Jobs Act (IIJA) - defined benefit pension stabilization option provision Automatic Retirement Plan Act (ARPA) Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 ABLE Employment Flexibility ACT (AEFA) - H.R. 4672 Womens Retirement Protection Act (WRPA) - S. 2446/H.R. 4678 Encouraging Americans to Save Act (EASA_ - S. 2452/H.R. 2913 Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Retirement Security Flexibility Act - S. 2602 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing ERISA Uniformity Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Extension of spousal consent to defined contribution plans Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans - implementation issues American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - PBGC, IRS - IFR - new assistance program for financially troubled multiemployer plans DOL/IRS/PBGC - Form 5500 reporting requirements - proposed rules and forms revisions PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS -Employee Plans Compliance Resolution System (EPCRS) - updated IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - Notice 2021-48 - guidance on single-employer pension plan relief included in the American Rescue Plan Act of 2021 (ARPA) DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements - temporary frequently asked questions (FAQs) - timing clarification DOL - redefinition of fiduciary DOL -de-risking of defined benefit pension plans Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Retirement Savings Lost and Found Act of 2021
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Build Back Better Act (BBBA) - retirement savings provisions Infrastructure Investment and Jobs Act (IIJA) - defined benefit pension stabilization option provision Automatic Retirement Plan Act (ARPA) Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 ABLE Employment Flexibility ACT (AEFA) - H.R. 4672 Womens Retirement Protection Act (WRPA) - S. 2446/H.R. 4678 Encouraging Americans to Save Act (EASA_ - S. 2452/H.R. 2913 Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Retirement Security Flexibility Act - S. 2602 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing ERISA Uniformity Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Extension of spousal consent to defined contribution plans Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans - implementation issues American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - PBGC, IRS - IFR - new assistance program for financially troubled multiemployer plans DOL/IRS/PBGC - Form 5500 reporting requirements - proposed rules and forms revisions PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS -Employee Plans Compliance Resolution System (EPCRS) - updated IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - Notice 2021-48 - guidance on single-employer pension plan relief included in the American Rescue Plan Act of 2021 (ARPA) DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements - temporary frequently asked questions (FAQs) - timing clarification DOL - redefinition of fiduciary DOL -de-risking of defined benefit pension plans Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Retirement Savings Lost and Found Act of 2021
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization FY2022 budget proposal Administration - Infrastructure proposal Automatic Retirement Plan Act (ARPA) Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization - implementation issues DOL - Independent Contractor Rule - withdrawal of final rule PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - - request for guidance on defined benefit funding implementation DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Form 5500 Reporting Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Financial Factors in Selecting Retirement Plan Investments Act
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization FY2022 budget proposal Administration - Infrastructure proposal Automatic Retirement Plan Act (ARPA) Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization - implementation issues DOL - Independent Contractor Rule - withdrawal of final rule PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - - request for guidance on defined benefit funding implementation DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Form 5500 Reporting Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Financial Factors in Selecting Retirement Plan Investments Act
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Build Back Better Act (BBBA) - retirement savings provisions Infrastructure Investment and Jobs Act (IIJA) - defined benefit pension stabilization option provision Automatic Retirement Plan Act (ARPA) Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 ABLE Employment Flexibility ACT (AEFA) - H.R. 4672 Womens Retirement Protection Act (WRPA) - S. 2446/H.R. 4678 Encouraging Americans to Save Act (EASA_ - S. 2452/H.R. 2913 Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Retirement Security Flexibility Act - S. 2602 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing ERISA Uniformity Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Extension of spousal consent to defined contribution plans Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans - implementation issues American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - PBGC, IRS - IFR - new assistance program for financially troubled multiemployer plans DOL/IRS/PBGC - Form 5500 reporting requirements - proposed rules and forms revisions PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS -Employee Plans Compliance Resolution System (EPCRS) - updated IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - Notice 2021-48 - guidance on single-employer pension plan relief included in the American Rescue Plan Act of 2021 (ARPA) DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements - temporary frequently asked questions (FAQs) - timing clarification DOL - redefinition of fiduciary DOL -de-risking of defined benefit pension plans Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Financial Factors in Selecting Retirement Plan Investments Act
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization FY2022 budget proposal Administration - Infrastructure proposal Automatic Retirement Plan Act (ARPA) Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization - implementation issues DOL - Independent Contractor Rule - withdrawal of final rule PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - - request for guidance on defined benefit funding implementation DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Form 5500 Reporting Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Financial Factors in Selecting Retirement Plan Investments Act
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Build Back Better Act (BBBA) - retirement savings provisions Infrastructure Investment and Jobs Act (IIJA) - defined benefit pension stabilization option provision Automatic Retirement Plan Act (ARPA) Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 ABLE Employment Flexibility ACT (AEFA) - H.R. 4672 Womens Retirement Protection Act (WRPA) - S. 2446/H.R. 4678 Encouraging Americans to Save Act (EASA_ - S. 2452/H.R. 2913 Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Retirement Security Flexibility Act - S. 2602 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing ERISA Uniformity Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Extension of spousal consent to defined contribution plans Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans - implementation issues American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - PBGC, IRS - IFR - new assistance program for financially troubled multiemployer plans DOL/IRS/PBGC - Form 5500 reporting requirements - proposed rules and forms revisions PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS -Employee Plans Compliance Resolution System (EPCRS) - updated IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - Notice 2021-48 - guidance on single-employer pension plan relief included in the American Rescue Plan Act of 2021 (ARPA) DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements - temporary frequently asked questions (FAQs) - timing clarification DOL - redefinition of fiduciary DOL -de-risking of defined benefit pension plans Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Retirement Security and Savings Act of 2021
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization FY2022 budget proposal Administration - Infrastructure proposal Automatic Retirement Plan Act (ARPA) Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization - implementation issues DOL - Independent Contractor Rule - withdrawal of final rule PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - - request for guidance on defined benefit funding implementation DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Form 5500 Reporting Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Retirement Security and Savings Act of 2021
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization FY2022 budget proposal Administration - Infrastructure proposal Automatic Retirement Plan Act (ARPA) Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization - implementation issues DOL - Independent Contractor Rule - withdrawal of final rule PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - - request for guidance on defined benefit funding implementation DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Form 5500 Reporting Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Retirement Security and Savings Act of 2021
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Build Back Better Act (BBBA) - retirement savings provisions Infrastructure Investment and Jobs Act (IIJA) - defined benefit pension stabilization option provision Automatic Retirement Plan Act (ARPA) Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 ABLE Employment Flexibility ACT (AEFA) - H.R. 4672 Womens Retirement Protection Act (WRPA) - S. 2446/H.R. 4678 Encouraging Americans to Save Act (EASA_ - S. 2452/H.R. 2913 Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Retirement Security Flexibility Act - S. 2602 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing ERISA Uniformity Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Extension of spousal consent to defined contribution plans Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans - implementation issues American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - PBGC, IRS - IFR - new assistance program for financially troubled multiemployer plans DOL/IRS/PBGC - Form 5500 reporting requirements - proposed rules and forms revisions PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS -Employee Plans Compliance Resolution System (EPCRS) - updated IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - Notice 2021-48 - guidance on single-employer pension plan relief included in the American Rescue Plan Act of 2021 (ARPA) DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements - temporary frequently asked questions (FAQs) - timing clarification DOL - redefinition of fiduciary DOL -de-risking of defined benefit pension plans Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Retirement Security and Savings Act of 2021
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Build Back Better Act (BBBA) - retirement savings provisions Infrastructure Investment and Jobs Act (IIJA) - defined benefit pension stabilization option provision Automatic Retirement Plan Act (ARPA) Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 ABLE Employment Flexibility ACT (AEFA) - H.R. 4672 Womens Retirement Protection Act (WRPA) - S. 2446/H.R. 4678 Encouraging Americans to Save Act (EASA_ - S. 2452/H.R. 2913 Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Retirement Security Flexibility Act - S. 2602 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing ERISA Uniformity Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Extension of spousal consent to defined contribution plans Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans - implementation issues American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - PBGC, IRS - IFR - new assistance program for financially troubled multiemployer plans DOL/IRS/PBGC - Form 5500 reporting requirements - proposed rules and forms revisions PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS -Employee Plans Compliance Resolution System (EPCRS) - updated IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - Notice 2021-48 - guidance on single-employer pension plan relief included in the American Rescue Plan Act of 2021 (ARPA) DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements - temporary frequently asked questions (FAQs) - timing clarification DOL - redefinition of fiduciary DOL -de-risking of defined benefit pension plans Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Enhancing Emergency and Retirement Savings Act of 2021
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization FY2022 budget proposal Administration - Infrastructure proposal Automatic Retirement Plan Act (ARPA) Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization - implementation issues DOL - Independent Contractor Rule - withdrawal of final rule PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - - request for guidance on defined benefit funding implementation DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Form 5500 Reporting Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Enhancing Emergency and Retirement Savings Act of 2021
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Build Back Better Act (BBBA) - retirement savings provisions Infrastructure Investment and Jobs Act (IIJA) - defined benefit pension stabilization option provision Automatic Retirement Plan Act (ARPA) Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 ABLE Employment Flexibility ACT (AEFA) - H.R. 4672 Womens Retirement Protection Act (WRPA) - S. 2446/H.R. 4678 Encouraging Americans to Save Act (EASA_ - S. 2452/H.R. 2913 Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Retirement Security Flexibility Act - S. 2602 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing ERISA Uniformity Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Extension of spousal consent to defined contribution plans Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans - implementation issues American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - PBGC, IRS - IFR - new assistance program for financially troubled multiemployer plans DOL/IRS/PBGC - Form 5500 reporting requirements - proposed rules and forms revisions PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS -Employee Plans Compliance Resolution System (EPCRS) - updated IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - Notice 2021-48 - guidance on single-employer pension plan relief included in the American Rescue Plan Act of 2021 (ARPA) DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements - temporary frequently asked questions (FAQs) - timing clarification DOL - redefinition of fiduciary DOL -de-risking of defined benefit pension plans Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Enhancing Emergency and Retirement Savings Act of 2021
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization FY2022 budget proposal Administration - Infrastructure proposal Automatic Retirement Plan Act (ARPA) Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization - implementation issues DOL - Independent Contractor Rule - withdrawal of final rule PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - - request for guidance on defined benefit funding implementation DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Form 5500 Reporting Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Enhancing Emergency and Retirement Savings Act of 2021
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Build Back Better Act (BBBA) - retirement savings provisions Infrastructure Investment and Jobs Act (IIJA) - defined benefit pension stabilization option provision Automatic Retirement Plan Act (ARPA) Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 ABLE Employment Flexibility ACT (AEFA) - H.R. 4672 Womens Retirement Protection Act (WRPA) - S. 2446/H.R. 4678 Encouraging Americans to Save Act (EASA_ - S. 2452/H.R. 2913 Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Retirement Security Flexibility Act - S. 2602 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing ERISA Uniformity Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Extension of spousal consent to defined contribution plans Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans - implementation issues American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - PBGC, IRS - IFR - new assistance program for financially troubled multiemployer plans DOL/IRS/PBGC - Form 5500 reporting requirements - proposed rules and forms revisions PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS -Employee Plans Compliance Resolution System (EPCRS) - updated IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - Notice 2021-48 - guidance on single-employer pension plan relief included in the American Rescue Plan Act of 2021 (ARPA) DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements - temporary frequently asked questions (FAQs) - timing clarification DOL - redefinition of fiduciary DOL -de-risking of defined benefit pension plans Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Women's Retirement Protection Act
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Build Back Better Act (BBBA) - retirement savings provisions Infrastructure Investment and Jobs Act (IIJA) - defined benefit pension stabilization option provision Automatic Retirement Plan Act (ARPA) Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 ABLE Employment Flexibility ACT (AEFA) - H.R. 4672 Womens Retirement Protection Act (WRPA) - S. 2446/H.R. 4678 Encouraging Americans to Save Act (EASA_ - S. 2452/H.R. 2913 Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Retirement Security Flexibility Act - S. 2602 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing ERISA Uniformity Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Extension of spousal consent to defined contribution plans Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans - implementation issues American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - PBGC, IRS - IFR - new assistance program for financially troubled multiemployer plans DOL/IRS/PBGC - Form 5500 reporting requirements - proposed rules and forms revisions PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS -Employee Plans Compliance Resolution System (EPCRS) - updated IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - Notice 2021-48 - guidance on single-employer pension plan relief included in the American Rescue Plan Act of 2021 (ARPA) DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements - temporary frequently asked questions (FAQs) - timing clarification DOL - redefinition of fiduciary DOL -de-risking of defined benefit pension plans Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Women's Retirement Protection Act
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Build Back Better Act (BBBA) - retirement savings provisions Infrastructure Investment and Jobs Act (IIJA) - defined benefit pension stabilization option provision Automatic Retirement Plan Act (ARPA) Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 ABLE Employment Flexibility ACT (AEFA) - H.R. 4672 Womens Retirement Protection Act (WRPA) - S. 2446/H.R. 4678 Encouraging Americans to Save Act (EASA_ - S. 2452/H.R. 2913 Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Retirement Security Flexibility Act - S. 2602 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing ERISA Uniformity Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Extension of spousal consent to defined contribution plans Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans - implementation issues American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - PBGC, IRS - IFR - new assistance program for financially troubled multiemployer plans DOL/IRS/PBGC - Form 5500 reporting requirements - proposed rules and forms revisions PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS -Employee Plans Compliance Resolution System (EPCRS) - updated IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - Notice 2021-48 - guidance on single-employer pension plan relief included in the American Rescue Plan Act of 2021 (ARPA) DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements - temporary frequently asked questions (FAQs) - timing clarification DOL - redefinition of fiduciary DOL -de-risking of defined benefit pension plans Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Encouraging Americans to Save Act
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Build Back Better Act (BBBA) - retirement savings provisions Infrastructure Investment and Jobs Act (IIJA) - defined benefit pension stabilization option provision Automatic Retirement Plan Act (ARPA) Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 ABLE Employment Flexibility ACT (AEFA) - H.R. 4672 Womens Retirement Protection Act (WRPA) - S. 2446/H.R. 4678 Encouraging Americans to Save Act (EASA_ - S. 2452/H.R. 2913 Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Retirement Security Flexibility Act - S. 2602 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing ERISA Uniformity Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Extension of spousal consent to defined contribution plans Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans - implementation issues American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - PBGC, IRS - IFR - new assistance program for financially troubled multiemployer plans DOL/IRS/PBGC - Form 5500 reporting requirements - proposed rules and forms revisions PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS -Employee Plans Compliance Resolution System (EPCRS) - updated IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - Notice 2021-48 - guidance on single-employer pension plan relief included in the American Rescue Plan Act of 2021 (ARPA) DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements - temporary frequently asked questions (FAQs) - timing clarification DOL - redefinition of fiduciary DOL -de-risking of defined benefit pension plans Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Encouraging Americans to Save Act
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Build Back Better Act (BBBA) - retirement savings provisions Infrastructure Investment and Jobs Act (IIJA) - defined benefit pension stabilization option provision Automatic Retirement Plan Act (ARPA) Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 ABLE Employment Flexibility ACT (AEFA) - H.R. 4672 Womens Retirement Protection Act (WRPA) - S. 2446/H.R. 4678 Encouraging Americans to Save Act (EASA_ - S. 2452/H.R. 2913 Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Retirement Security Flexibility Act - S. 2602 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing ERISA Uniformity Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Extension of spousal consent to defined contribution plans Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans - implementation issues American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - PBGC, IRS - IFR - new assistance program for financially troubled multiemployer plans DOL/IRS/PBGC - Form 5500 reporting requirements - proposed rules and forms revisions PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS -Employee Plans Compliance Resolution System (EPCRS) - updated IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - Notice 2021-48 - guidance on single-employer pension plan relief included in the American Rescue Plan Act of 2021 (ARPA) DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements - temporary frequently asked questions (FAQs) - timing clarification DOL - redefinition of fiduciary DOL -de-risking of defined benefit pension plans Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Retirement Security Flexibility Act of 2021
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Build Back Better Act (BBBA) - retirement savings provisions Infrastructure Investment and Jobs Act (IIJA) - defined benefit pension stabilization option provision Automatic Retirement Plan Act (ARPA) Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 ABLE Employment Flexibility ACT (AEFA) - H.R. 4672 Womens Retirement Protection Act (WRPA) - S. 2446/H.R. 4678 Encouraging Americans to Save Act (EASA_ - S. 2452/H.R. 2913 Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Retirement Security Flexibility Act - S. 2602 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing ERISA Uniformity Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Extension of spousal consent to defined contribution plans Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans - implementation issues American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - PBGC, IRS - IFR - new assistance program for financially troubled multiemployer plans DOL/IRS/PBGC - Form 5500 reporting requirements - proposed rules and forms revisions PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS -Employee Plans Compliance Resolution System (EPCRS) - updated IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - Notice 2021-48 - guidance on single-employer pension plan relief included in the American Rescue Plan Act of 2021 (ARPA) DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements - temporary frequently asked questions (FAQs) - timing clarification DOL - redefinition of fiduciary DOL -de-risking of defined benefit pension plans Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Retirement Security Flexibility Act of 2021
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Build Back Better Act (BBBA) - retirement savings provisions Infrastructure Investment and Jobs Act (IIJA) - defined benefit pension stabilization option provision Automatic Retirement Plan Act (ARPA) Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 ABLE Employment Flexibility ACT (AEFA) - H.R. 4672 Womens Retirement Protection Act (WRPA) - S. 2446/H.R. 4678 Encouraging Americans to Save Act (EASA_ - S. 2452/H.R. 2913 Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Retirement Security Flexibility Act - S. 2602 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing ERISA Uniformity Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Extension of spousal consent to defined contribution plans Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans - implementation issues American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - PBGC, IRS - IFR - new assistance program for financially troubled multiemployer plans DOL/IRS/PBGC - Form 5500 reporting requirements - proposed rules and forms revisions PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS -Employee Plans Compliance Resolution System (EPCRS) - updated IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - Notice 2021-48 - guidance on single-employer pension plan relief included in the American Rescue Plan Act of 2021 (ARPA) DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements - temporary frequently asked questions (FAQs) - timing clarification DOL - redefinition of fiduciary DOL -de-risking of defined benefit pension plans Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Consolidated Appropriations Act, 2021
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization FY2022 budget proposal Administration - Infrastructure proposal Automatic Retirement Plan Act (ARPA) Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization - implementation issues DOL - Independent Contractor Rule - withdrawal of final rule PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - - request for guidance on defined benefit funding implementation DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Form 5500 Reporting Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Consolidated Appropriations Act, 2021
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Build Back Better Act (BBBA) - retirement savings provisions Infrastructure Investment and Jobs Act (IIJA) - defined benefit pension stabilization option provision Automatic Retirement Plan Act (ARPA) Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 ABLE Employment Flexibility ACT (AEFA) - H.R. 4672 Womens Retirement Protection Act (WRPA) - S. 2446/H.R. 4678 Encouraging Americans to Save Act (EASA_ - S. 2452/H.R. 2913 Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Retirement Security Flexibility Act - S. 2602 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing ERISA Uniformity Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Extension of spousal consent to defined contribution plans Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans - implementation issues American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - PBGC, IRS - IFR - new assistance program for financially troubled multiemployer plans DOL/IRS/PBGC - Form 5500 reporting requirements - proposed rules and forms revisions PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS -Employee Plans Compliance Resolution System (EPCRS) - updated IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - Notice 2021-48 - guidance on single-employer pension plan relief included in the American Rescue Plan Act of 2021 (ARPA) DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements - temporary frequently asked questions (FAQs) - timing clarification DOL - redefinition of fiduciary DOL -de-risking of defined benefit pension plans Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Consolidated Appropriations Act, 2021
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Build Back Better Act (BBBA) - retirement savings provisions Infrastructure Investment and Jobs Act (IIJA) - defined benefit pension stabilization option provision Automatic Retirement Plan Act (ARPA) Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 ABLE Employment Flexibility ACT (AEFA) - H.R. 4672 Womens Retirement Protection Act (WRPA) - S. 2446/H.R. 4678 Encouraging Americans to Save Act (EASA_ - S. 2452/H.R. 2913 Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Retirement Security Flexibility Act - S. 2602 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing ERISA Uniformity Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Extension of spousal consent to defined contribution plans Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans - implementation issues American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - PBGC, IRS - IFR - new assistance program for financially troubled multiemployer plans DOL/IRS/PBGC - Form 5500 reporting requirements - proposed rules and forms revisions PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS -Employee Plans Compliance Resolution System (EPCRS) - updated IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - Notice 2021-48 - guidance on single-employer pension plan relief included in the American Rescue Plan Act of 2021 (ARPA) DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements - temporary frequently asked questions (FAQs) - timing clarification DOL - redefinition of fiduciary DOL -de-risking of defined benefit pension plans Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Consolidated Appropriations Act, 2021
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization FY21 Budget Reconciliation Bill - single-employer pension funding stabilization FY22 Budget Reconciliation Bill Administration - Infrastructure proposal Automatic Retirement Plan Act (ARPA) SECURE 2.0 - (A Secure Retirement Act) - comprehensive bipartisan proposal Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing Financial wellness, emergency savings Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization - implementation issues DOL - Independent Contractor Rule - proposed withdrawal of final rule PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - proposed regulations on automatic postponements during Federally declared disasters IRS - Final Rule Exempting Volunteer Executives from Excise Tax White House Memorandum - Regulatory Freeze Pending Review Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy White House Memorandum - Modernizing Regulatory Review DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - - request for guidance on defined benefit funding implementation DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - confirmation of effective date of prohibited transaction exemption Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements Cybersecurity Emergency savings Executive compensation ERISA Uniformity Form 5500 Reporting Mortality Tables - Improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans
Consolidated Appropriations Act, 2021
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization FY2022 budget proposal Administration - Infrastructure proposal Automatic Retirement Plan Act (ARPA) Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization - implementation issues DOL - Independent Contractor Rule - withdrawal of final rule PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - - request for guidance on defined benefit funding implementation DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Form 5500 Reporting Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Family Savings Act of 2019
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Coronavirus Preparedness and Response Supplemental Appropriations Act - H.R. 6074 (Public Law 116-123) Families First Coronavirus Response Act - H.R. 6201 (Public Law 116-127) Coronavirus Aid, Relief, and Economic Security Act (CARES) Act - H.R. 748 (Public Law 116-136) Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Womens Retirement Protection Act - S.975/H.R. 2005 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 Further Consolidated Appropriations Act, 2020 - H.R 1865 & H.R. 1158 - SECURE Act - H.R. 1994 Retirement Parity for Student Loans Act - S. 1428/H.R. 6276 Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act - H.R. 6800 The Retirement Security & Savings Act - S. 1431 Wall Street Tax Act of 2019 - H.R. 1516/S. 647 Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923 Pension and Budget Integrity Act (PBIA) - H.R. 4035 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Plan Modernization Act - H.R. 5676 Information Needed for Financial Options Risk Mitigation (INFORM) Act - S. 3417 Retirement Lost and Found Act - a bill to increase portability of and access to retirement savings - S. 4192 Automatic 401 (k) Act Cybersecurity Defined benefit pension plan funding rules Environmental, Social and Governance (ESG) principals in investing Financial wellness Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) PBGC premiums Tax Incentives for 401 (k) contributions Regulatory and Other Coronavirus COVID-19 Pandemic Response - including proposed and issued CARES Act guidance affecting employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Executive Order on Promoting Energy Infrastructure and Economic Growth DOL (EBSA) proposed rule amending the DOLs investment duties regulation - regarding ESG investments in retirement plans Executive Order on Strengthening Retirement Security in America SEC Best Interest Final Rule - clarification of regular rate of pay application to benefits DOL/Treasury/IRS -Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments under SERCURE Act Department of Labor - Default Electronic Disclosure by Employee Pension Benefits Plans - Final Rule Executive compensation Cybersecurity Defined Benefit Plan Pension funding & stabilization reform DOL - determination of fiduciary status Emergency savings ERISA Uniformity Excise tax on private foundations Form 5500 Reporting Missing Participants Mortality Tables - Improvements Multiemployer pension plan issues Non-discrimination issues affecting defined benefit plans - Additional Temporary Nondiscrimination Relief for Closed Defined Benefit Plans Paid leave proposals and issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Required minimum distribution (RMD) rules Student loan repayment benefit
Family Savings Act of 2019
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (pension plan relief and defined contribution plan issues) Coronavirus Preparedness and Response Supplemental Appropriations Act - H.R. 6074 (Public Law 116-123) Families First Coronavirus Response Act - H.R. 6201 (Public Law 116-127) Coronavirus Aid, Relief, and Economic Security Act (CARES) Act - H.R. 748 (Public Law 116-136) Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 Further Consolidated Appropriations Act, 2020 - H.R 1865 & H.R. 1158 - SECURE Act - H.R. 1994 Retirement Parity for Student Loans Act - S. 1428/H.R. 6276 The Retirement Security & Savings Act - S. 1431 Wall Street Tax Act of 2019 - H.R. 1516/S. 647 Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923 Retirement Security Preservation Act - S. 2352 Pension and Budget Integrity Act (PBIA) - H.R. 4035 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Plan Modernization Act - H.R. 5676 Information Needed for Financial Options Risk Mitigation (INFORM) Act - S. 3417 Tax Incentives for 401 (k) contributions Automatic 401 (k) Act Fiscal Year (FY) 2021 Budget Proposal Financial wellness Defined benefit pension plan funding rules PBGC premiums Environmental, Social and Governance (ESG) principals in investing Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) Cybersecurity Regulatory and Other Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (pension plan relief and defined contribution plan issues) Executive Order - Environmental, Social and Governance (ESG) principles in investing Executive Order on Strengthening Retirement Security in America SEC Best Interest Standard Guidance - clarification of regular rate of pay application to benefits Treasury/IRS -Pooled Employer Plans (PEPs) - comments under SERCURE Act Department of Labor Proposed Rule: Default Electronic Disclosure by Employee Pension Benefits Plans Lump sum payments to participants in pay status PBGC Proposed Rule on Lump Sum Payment Assumptions IRS Proposed New Rules under Section 162 (m) - executive compensation Cyber security DOL - Definition of Fiduciary Emergency savings ERISA Uniformity Excise tax on private foundations Form 5500 Reporting Missing Participants Mortality Tables - Improvements Multiple Employer Plans - MEPs Multiemployer pension plan issues Non-discrimination issues affecting defined benefit plans - Additional Temporary Nondiscrimination Relief for Closed Defined Benefit Plans Paid leave proposals and issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Required minimum distribution (RMD) rules related to 403 (b) plans Student loan repayment benefit
Family Savings Act of 2019
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Coronavirus Preparedness and Response Supplemental Appropriations Act - H.R. 6074 (Public Law 116-123) Families First Coronavirus Response Act - H.R. 6201 (Public Law 116-127) Coronavirus Aid, Relief, and Economic Security Act (CARES) Act - H.R. 748 (Public Law 116-136) Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Womens Retirement Protection Act - S.975/H.R. 2005 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 Further Consolidated Appropriations Act, 2020 - H.R 1865 & H.R. 1158 - SECURE Act - H.R. 1994 Retirement Parity for Student Loans Act - S. 1428/H.R. 6276 Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act - H.R. 6800 The Heroes Act - revised pandemic relief and economic stimulus package (House Democratic Leadership) The Retirement Security & Savings Act - S. 1431 Wall Street Tax Act of 2019 - H.R. 1516/S. 647 Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923 Pension and Budget Integrity Act (PBIA) - H.R. 4035 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Plan Modernization Act - H.R. 5676 Information Needed for Financial Options Risk Mitigation (INFORM) Act - S. 3417 Retirement Lost and Found Act - a bill to increase portability of and access to retirement savings - S. 4192 Automatic 401 (k) Act Cybersecurity Defined benefit pension plan funding rules Environmental, Social and Governance (ESG) principals in investing Financial wellness Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory and Others Coronavirus COVID-19 Pandemic Response - including proposed and issued CARES and SECURE Acts guidance affecting employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Executive Order on Regulatory Relief to Support Economic Recovery Executive Order on Promoting Energy Infrastructure and Economic Growth Executive Order on Strengthening Retirement Security in America Department of Labor (EBSA) proposed rule amending the DOLs investment duties regulation - regarding ESG investments in retirement plans DOL - Interim Final Rule on Lifetime Income Illustration Requirements DOL/EBSA - proposed rule on proxy voting DOL/Treasury/IRS -Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments under SECURE Act DOL - Default Electronic Disclosure by Employee Pension Benefits Plans - Final Rule DOL - New Investment Advice Fiduciary Rules Presidential Memorandum on Deferring Payroll Tax Obligations in Light of the Ongoing COVID-19 Disaster Presidential Memorandum on Continued Student Loan Payment Relief During the COVID-19 Pandemic SEC Best Interest Final Rule - clarification of regular rate of pay application to benefits Cybersecurity Defined Benefit Plan Pension funding & stabilization reform - single employer plans Emergency savings Executive compensation ERISA pleading standards ERISA Uniformity Excise tax on private foundations Form 5500 Reporting IRS - Relief - Amended determination letter requests for statutory hybrid plans Missing Participants Mortality Tables - Improvements Multiemployer pension plan issues Non-discrimination issues affecting defined benefit plans - Additional Temporary Nondiscrimination Relief for Closed Defined Benefit Plans Paid leave proposals and issues PBGC funding delay guidance - revision to VRP guidance State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Required minimum distribution (RMD) rules Student loan repayment benefit
Family Savings Act of 2019
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Coronavirus Preparedness and Response Supplemental Appropriations Act - H.R. 6074 (Public Law 116-123) Families First Coronavirus Response Act - H.R. 6201 (Public Law 116-127) Coronavirus Aid, Relief, and Economic Security Act (CARES) Act - H.R. 748 (Public Law 116-136) Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Womens Retirement Protection Act - S.975/H.R. 2005 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 Further Consolidated Appropriations Act, 2020 - H.R 1865 & H.R. 1158 - SECURE Act - H.R. 1994 Retirement Parity for Student Loans Act - S. 1428/H.R. 6276 Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act - H.R. 6800 The Heroes Act - revised pandemic relief and economic stimulus package (House Democratic Leadership) The Retirement Security & Savings Act - S. 1431 Wall Street Tax Act of 2019 - H.R. 1516/S. 647 Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923 Encouraging Americans to Save Act - S. 5035 Chris Allen Multiemployer Pension Recapitalization and Reform Act of 2020 - S. 5045 The Improving Access to Retirement Savings Act - S. 5064 Pension and Budget Integrity Act (PBIA) - H.R. 4035 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Plan Modernization Act - H.R. 5676 Information Needed for Financial Options Risk Mitigation (INFORM) Act - S. 3417 Retirement Lost and Found Act - a bill to increase portability of and access to retirement savings - S. 4192 Securing a Strong America - H.R. 8696 Retirees Sustainable Investment Policies Act - H.R. 8959 Sustainable Investment Policies Act of 2020 - H.R. 8960 Automatic 401 (k) Act Cybersecurity Defined benefit pension plan funding rules Environmental, Social and Governance (ESG) principals in investing Financial wellness Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory and Others Coronavirus COVID-19 Pandemic Response - including proposed and issued CARES and SECURE Acts guidance affecting employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Presidential Memorandum - protecting the pensions of American workers and calling for a review of the Pension Benefit Guaranty Corporations (PBGC) financial position. Executive Order on Regulatory Relief to Support Economic Recovery Executive Order on Promoting Energy Infrastructure and Economic Growth Executive Order on Strengthening Retirement Security in America Department of the Treasury (Treasury) and Internal Revenue Service (IRS) - Remote notarization Department of Labor (DOL), Employee Benefits Services Administration (EBSA) -Final rule amending the DOLs investment duties regulation - regarding ESG investments in retirement plans DOL - Interim Final Rule on Lifetime Income Illustration Requirements DOL/EBSA - final rule on proxy voting and shareholder rights DOL/Treasury/IRS -Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements DOL/Treasury/IRS - comments on need for service crediting guidance for PEPs DOL - Default Electronic Disclosure by Employee Pension Benefits Plans - Final Rule DOL - New Investment Advice Fiduciary Rules and related Prohibited Transaction Exemption Presidential Memorandum on Deferring Payroll Tax Obligations in Light of the Ongoing COVID-19 Disaster Presidential Memorandum on Continued Student Loan Payment Relief During the COVID-19 Pandemic SEC Best Interest Final Rule - clarification of regular rate of pay application to benefits Cybersecurity Defined Benefit Plan Pension funding & stabilization reform - single employer plans Emergency savings Executive compensation ERISA pleading standards ERISA Uniformity Excise tax on private foundations Form 5500 Reporting IRS - Relief - Amended determination letter requests for statutory hybrid plans Missing Participants - Guidance on escheatment of missing participant retirement accounts Mortality Tables - Improvements Multiemployer pension plan issues Non-discrimination issues affecting defined benefit plans - Additional Temporary Nondiscrimination Relief for Closed Defined Benefit Plans Paid leave proposals and issues PBGC funding delay guidance - revisions to VRP guidance State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Required minimum distribution (RMD) rules Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans
Consolidated Appropriations Act, 2020
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Coronavirus Preparedness and Response Supplemental Appropriations Act - H.R. 6074 (Public Law 116-123) Families First Coronavirus Response Act - H.R. 6201 (Public Law 116-127) Coronavirus Aid, Relief, and Economic Security Act (CARES) Act - H.R. 748 (Public Law 116-136) Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Womens Retirement Protection Act - S.975/H.R. 2005 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 Further Consolidated Appropriations Act, 2020 - H.R 1865 & H.R. 1158 - SECURE Act - H.R. 1994 Retirement Parity for Student Loans Act - S. 1428/H.R. 6276 Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act - H.R. 6800 The Retirement Security & Savings Act - S. 1431 Wall Street Tax Act of 2019 - H.R. 1516/S. 647 Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923 Pension and Budget Integrity Act (PBIA) - H.R. 4035 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Plan Modernization Act - H.R. 5676 Information Needed for Financial Options Risk Mitigation (INFORM) Act - S. 3417 Retirement Lost and Found Act - a bill to increase portability of and access to retirement savings - S. 4192 Automatic 401 (k) Act Cybersecurity Defined benefit pension plan funding rules Environmental, Social and Governance (ESG) principals in investing Financial wellness Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) PBGC premiums Tax Incentives for 401 (k) contributions Regulatory and Other Coronavirus COVID-19 Pandemic Response - including proposed and issued CARES Act guidance affecting employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Executive Order on Promoting Energy Infrastructure and Economic Growth DOL (EBSA) proposed rule amending the DOLs investment duties regulation - regarding ESG investments in retirement plans Executive Order on Strengthening Retirement Security in America SEC Best Interest Final Rule - clarification of regular rate of pay application to benefits DOL/Treasury/IRS -Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments under SERCURE Act Department of Labor - Default Electronic Disclosure by Employee Pension Benefits Plans - Final Rule Executive compensation Cybersecurity Defined Benefit Plan Pension funding & stabilization reform DOL - determination of fiduciary status Emergency savings ERISA Uniformity Excise tax on private foundations Form 5500 Reporting Missing Participants Mortality Tables - Improvements Multiemployer pension plan issues Non-discrimination issues affecting defined benefit plans - Additional Temporary Nondiscrimination Relief for Closed Defined Benefit Plans Paid leave proposals and issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Required minimum distribution (RMD) rules Student loan repayment benefit
Consolidated Appropriations Act, 2020
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Coronavirus Preparedness and Response Supplemental Appropriations Act - H.R. 6074 (Public Law 116-123) Families First Coronavirus Response Act - H.R. 6201 (Public Law 116-127) Coronavirus Aid, Relief, and Economic Security Act (CARES) Act - H.R. 748 (Public Law 116-136) Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Womens Retirement Protection Act - S.975/H.R. 2005 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 Further Consolidated Appropriations Act, 2020 - H.R 1865 & H.R. 1158 - SECURE Act - H.R. 1994 Retirement Parity for Student Loans Act - S. 1428/H.R. 6276 Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act - H.R. 6800 The Heroes Act - revised pandemic relief and economic stimulus package (House Democratic Leadership) The Retirement Security & Savings Act - S. 1431 Wall Street Tax Act of 2019 - H.R. 1516/S. 647 Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923 Pension and Budget Integrity Act (PBIA) - H.R. 4035 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Plan Modernization Act - H.R. 5676 Information Needed for Financial Options Risk Mitigation (INFORM) Act - S. 3417 Retirement Lost and Found Act - a bill to increase portability of and access to retirement savings - S. 4192 Automatic 401 (k) Act Cybersecurity Defined benefit pension plan funding rules Environmental, Social and Governance (ESG) principals in investing Financial wellness Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory and Others Coronavirus COVID-19 Pandemic Response - including proposed and issued CARES and SECURE Acts guidance affecting employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Executive Order on Regulatory Relief to Support Economic Recovery Executive Order on Promoting Energy Infrastructure and Economic Growth Executive Order on Strengthening Retirement Security in America Department of Labor (EBSA) proposed rule amending the DOLs investment duties regulation - regarding ESG investments in retirement plans DOL - Interim Final Rule on Lifetime Income Illustration Requirements DOL/EBSA - proposed rule on proxy voting DOL/Treasury/IRS -Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments under SECURE Act DOL - Default Electronic Disclosure by Employee Pension Benefits Plans - Final Rule DOL - New Investment Advice Fiduciary Rules Presidential Memorandum on Deferring Payroll Tax Obligations in Light of the Ongoing COVID-19 Disaster Presidential Memorandum on Continued Student Loan Payment Relief During the COVID-19 Pandemic SEC Best Interest Final Rule - clarification of regular rate of pay application to benefits Cybersecurity Defined Benefit Plan Pension funding & stabilization reform - single employer plans Emergency savings Executive compensation ERISA pleading standards ERISA Uniformity Excise tax on private foundations Form 5500 Reporting IRS - Relief - Amended determination letter requests for statutory hybrid plans Missing Participants Mortality Tables - Improvements Multiemployer pension plan issues Non-discrimination issues affecting defined benefit plans - Additional Temporary Nondiscrimination Relief for Closed Defined Benefit Plans Paid leave proposals and issues PBGC funding delay guidance - revision to VRP guidance State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Required minimum distribution (RMD) rules Student loan repayment benefit
Consolidated Appropriations Act, 2020
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (pension plan relief and defined contribution plan issues) Coronavirus Preparedness and Response Supplemental Appropriations Act - H.R. 6074 (Public Law 116-123) Families First Coronavirus Response Act - H.R. 6201 (Public Law 116-127) Coronavirus Aid, Relief, and Economic Security Act (CARES) Act - H.R. 748 (Public Law 116-136) Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 Further Consolidated Appropriations Act, 2020 - H.R 1865 & H.R. 1158 - SECURE Act - H.R. 1994 Retirement Parity for Student Loans Act - S. 1428/H.R. 6276 The Retirement Security & Savings Act - S. 1431 Wall Street Tax Act of 2019 - H.R. 1516/S. 647 Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923 Retirement Security Preservation Act - S. 2352 Pension and Budget Integrity Act (PBIA) - H.R. 4035 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Plan Modernization Act - H.R. 5676 Information Needed for Financial Options Risk Mitigation (INFORM) Act - S. 3417 Tax Incentives for 401 (k) contributions Automatic 401 (k) Act Fiscal Year (FY) 2021 Budget Proposal Financial wellness Defined benefit pension plan funding rules PBGC premiums Environmental, Social and Governance (ESG) principals in investing Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) Cybersecurity Regulatory and Other Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (pension plan relief and defined contribution plan issues) Executive Order - Environmental, Social and Governance (ESG) principles in investing Executive Order on Strengthening Retirement Security in America SEC Best Interest Standard Guidance - clarification of regular rate of pay application to benefits Treasury/IRS -Pooled Employer Plans (PEPs) - comments under SERCURE Act Department of Labor Proposed Rule: Default Electronic Disclosure by Employee Pension Benefits Plans Lump sum payments to participants in pay status PBGC Proposed Rule on Lump Sum Payment Assumptions IRS Proposed New Rules under Section 162 (m) - executive compensation Cyber security DOL - Definition of Fiduciary Emergency savings ERISA Uniformity Excise tax on private foundations Form 5500 Reporting Missing Participants Mortality Tables - Improvements Multiple Employer Plans - MEPs Multiemployer pension plan issues Non-discrimination issues affecting defined benefit plans - Additional Temporary Nondiscrimination Relief for Closed Defined Benefit Plans Paid leave proposals and issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Required minimum distribution (RMD) rules related to 403 (b) plans Student loan repayment benefit
Consolidated Appropriations Act, 2020
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Coronavirus Preparedness and Response Supplemental Appropriations Act - H.R. 6074 (Public Law 116-123) Families First Coronavirus Response Act - H.R. 6201 (Public Law 116-127) Coronavirus Aid, Relief, and Economic Security Act (CARES) Act - H.R. 748 (Public Law 116-136) Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Womens Retirement Protection Act - S.975/H.R. 2005 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 Further Consolidated Appropriations Act, 2020 - H.R 1865 & H.R. 1158 - SECURE Act - H.R. 1994 Retirement Parity for Student Loans Act - S. 1428/H.R. 6276 Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act - H.R. 6800 The Heroes Act - revised pandemic relief and economic stimulus package (House Democratic Leadership) The Retirement Security & Savings Act - S. 1431 Wall Street Tax Act of 2019 - H.R. 1516/S. 647 Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923 Encouraging Americans to Save Act - S. 5035 Chris Allen Multiemployer Pension Recapitalization and Reform Act of 2020 - S. 5045 The Improving Access to Retirement Savings Act - S. 5064 Pension and Budget Integrity Act (PBIA) - H.R. 4035 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Plan Modernization Act - H.R. 5676 Information Needed for Financial Options Risk Mitigation (INFORM) Act - S. 3417 Retirement Lost and Found Act - a bill to increase portability of and access to retirement savings - S. 4192 Securing a Strong America - H.R. 8696 Retirees Sustainable Investment Policies Act - H.R. 8959 Sustainable Investment Policies Act of 2020 - H.R. 8960 Automatic 401 (k) Act Cybersecurity Defined benefit pension plan funding rules Environmental, Social and Governance (ESG) principals in investing Financial wellness Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory and Others Coronavirus COVID-19 Pandemic Response - including proposed and issued CARES and SECURE Acts guidance affecting employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Presidential Memorandum - protecting the pensions of American workers and calling for a review of the Pension Benefit Guaranty Corporations (PBGC) financial position. Executive Order on Regulatory Relief to Support Economic Recovery Executive Order on Promoting Energy Infrastructure and Economic Growth Executive Order on Strengthening Retirement Security in America Department of the Treasury (Treasury) and Internal Revenue Service (IRS) - Remote notarization Department of Labor (DOL), Employee Benefits Services Administration (EBSA) -Final rule amending the DOLs investment duties regulation - regarding ESG investments in retirement plans DOL - Interim Final Rule on Lifetime Income Illustration Requirements DOL/EBSA - final rule on proxy voting and shareholder rights DOL/Treasury/IRS -Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements DOL/Treasury/IRS - comments on need for service crediting guidance for PEPs DOL - Default Electronic Disclosure by Employee Pension Benefits Plans - Final Rule DOL - New Investment Advice Fiduciary Rules and related Prohibited Transaction Exemption Presidential Memorandum on Deferring Payroll Tax Obligations in Light of the Ongoing COVID-19 Disaster Presidential Memorandum on Continued Student Loan Payment Relief During the COVID-19 Pandemic SEC Best Interest Final Rule - clarification of regular rate of pay application to benefits Cybersecurity Defined Benefit Plan Pension funding & stabilization reform - single employer plans Emergency savings Executive compensation ERISA pleading standards ERISA Uniformity Excise tax on private foundations Form 5500 Reporting IRS - Relief - Amended determination letter requests for statutory hybrid plans Missing Participants - Guidance on escheatment of missing participant retirement accounts Mortality Tables - Improvements Multiemployer pension plan issues Non-discrimination issues affecting defined benefit plans - Additional Temporary Nondiscrimination Relief for Closed Defined Benefit Plans Paid leave proposals and issues PBGC funding delay guidance - revisions to VRP guidance State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Required minimum distribution (RMD) rules Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans
Wall Street Tax Act of 2019
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Coronavirus Preparedness and Response Supplemental Appropriations Act - H.R. 6074 (Public Law 116-123) Families First Coronavirus Response Act - H.R. 6201 (Public Law 116-127) Coronavirus Aid, Relief, and Economic Security Act (CARES) Act - H.R. 748 (Public Law 116-136) Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Womens Retirement Protection Act - S.975/H.R. 2005 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 Further Consolidated Appropriations Act, 2020 - H.R 1865 & H.R. 1158 - SECURE Act - H.R. 1994 Retirement Parity for Student Loans Act - S. 1428/H.R. 6276 Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act - H.R. 6800 The Heroes Act - revised pandemic relief and economic stimulus package (House Democratic Leadership) The Retirement Security & Savings Act - S. 1431 Wall Street Tax Act of 2019 - H.R. 1516/S. 647 Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923 Encouraging Americans to Save Act - S. 5035 Chris Allen Multiemployer Pension Recapitalization and Reform Act of 2020 - S. 5045 The Improving Access to Retirement Savings Act - S. 5064 Pension and Budget Integrity Act (PBIA) - H.R. 4035 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Plan Modernization Act - H.R. 5676 Information Needed for Financial Options Risk Mitigation (INFORM) Act - S. 3417 Retirement Lost and Found Act - a bill to increase portability of and access to retirement savings - S. 4192 Securing a Strong America - H.R. 8696 Retirees Sustainable Investment Policies Act - H.R. 8959 Sustainable Investment Policies Act of 2020 - H.R. 8960 Automatic 401 (k) Act Cybersecurity Defined benefit pension plan funding rules Environmental, Social and Governance (ESG) principals in investing Financial wellness Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory and Others Coronavirus COVID-19 Pandemic Response - including proposed and issued CARES and SECURE Acts guidance affecting employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Presidential Memorandum - protecting the pensions of American workers and calling for a review of the Pension Benefit Guaranty Corporations (PBGC) financial position. Executive Order on Regulatory Relief to Support Economic Recovery Executive Order on Promoting Energy Infrastructure and Economic Growth Executive Order on Strengthening Retirement Security in America Department of the Treasury (Treasury) and Internal Revenue Service (IRS) - Remote notarization Department of Labor (DOL), Employee Benefits Services Administration (EBSA) -Final rule amending the DOLs investment duties regulation - regarding ESG investments in retirement plans DOL - Interim Final Rule on Lifetime Income Illustration Requirements DOL/EBSA - final rule on proxy voting and shareholder rights DOL/Treasury/IRS -Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements DOL/Treasury/IRS - comments on need for service crediting guidance for PEPs DOL - Default Electronic Disclosure by Employee Pension Benefits Plans - Final Rule DOL - New Investment Advice Fiduciary Rules and related Prohibited Transaction Exemption Presidential Memorandum on Deferring Payroll Tax Obligations in Light of the Ongoing COVID-19 Disaster Presidential Memorandum on Continued Student Loan Payment Relief During the COVID-19 Pandemic SEC Best Interest Final Rule - clarification of regular rate of pay application to benefits Cybersecurity Defined Benefit Plan Pension funding & stabilization reform - single employer plans Emergency savings Executive compensation ERISA pleading standards ERISA Uniformity Excise tax on private foundations Form 5500 Reporting IRS - Relief - Amended determination letter requests for statutory hybrid plans Missing Participants - Guidance on escheatment of missing participant retirement accounts Mortality Tables - Improvements Multiemployer pension plan issues Non-discrimination issues affecting defined benefit plans - Additional Temporary Nondiscrimination Relief for Closed Defined Benefit Plans Paid leave proposals and issues PBGC funding delay guidance - revisions to VRP guidance State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Required minimum distribution (RMD) rules Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans
Wall Street Tax Act of 2019
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Coronavirus Preparedness and Response Supplemental Appropriations Act - H.R. 6074 (Public Law 116-123) Families First Coronavirus Response Act - H.R. 6201 (Public Law 116-127) Coronavirus Aid, Relief, and Economic Security Act (CARES) Act - H.R. 748 (Public Law 116-136) Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Womens Retirement Protection Act - S.975/H.R. 2005 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 Further Consolidated Appropriations Act, 2020 - H.R 1865 & H.R. 1158 - SECURE Act - H.R. 1994 Retirement Parity for Student Loans Act - S. 1428/H.R. 6276 Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act - H.R. 6800 The Retirement Security & Savings Act - S. 1431 Wall Street Tax Act of 2019 - H.R. 1516/S. 647 Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923 Pension and Budget Integrity Act (PBIA) - H.R. 4035 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Plan Modernization Act - H.R. 5676 Information Needed for Financial Options Risk Mitigation (INFORM) Act - S. 3417 Retirement Lost and Found Act - a bill to increase portability of and access to retirement savings - S. 4192 Automatic 401 (k) Act Cybersecurity Defined benefit pension plan funding rules Environmental, Social and Governance (ESG) principals in investing Financial wellness Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) PBGC premiums Tax Incentives for 401 (k) contributions Regulatory and Other Coronavirus COVID-19 Pandemic Response - including proposed and issued CARES Act guidance affecting employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Executive Order on Promoting Energy Infrastructure and Economic Growth DOL (EBSA) proposed rule amending the DOLs investment duties regulation - regarding ESG investments in retirement plans Executive Order on Strengthening Retirement Security in America SEC Best Interest Final Rule - clarification of regular rate of pay application to benefits DOL/Treasury/IRS -Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments under SERCURE Act Department of Labor - Default Electronic Disclosure by Employee Pension Benefits Plans - Final Rule Executive compensation Cybersecurity Defined Benefit Plan Pension funding & stabilization reform DOL - determination of fiduciary status Emergency savings ERISA Uniformity Excise tax on private foundations Form 5500 Reporting Missing Participants Mortality Tables - Improvements Multiemployer pension plan issues Non-discrimination issues affecting defined benefit plans - Additional Temporary Nondiscrimination Relief for Closed Defined Benefit Plans Paid leave proposals and issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Required minimum distribution (RMD) rules Student loan repayment benefit
Wall Street Tax Act of 2019
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Coronavirus Preparedness and Response Supplemental Appropriations Act - H.R. 6074 (Public Law 116-123) Families First Coronavirus Response Act - H.R. 6201 (Public Law 116-127) Coronavirus Aid, Relief, and Economic Security Act (CARES) Act - H.R. 748 (Public Law 116-136) Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Womens Retirement Protection Act - S.975/H.R. 2005 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 Further Consolidated Appropriations Act, 2020 - H.R 1865 & H.R. 1158 - SECURE Act - H.R. 1994 Retirement Parity for Student Loans Act - S. 1428/H.R. 6276 Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act - H.R. 6800 The Heroes Act - revised pandemic relief and economic stimulus package (House Democratic Leadership) The Retirement Security & Savings Act - S. 1431 Wall Street Tax Act of 2019 - H.R. 1516/S. 647 Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923 Pension and Budget Integrity Act (PBIA) - H.R. 4035 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Plan Modernization Act - H.R. 5676 Information Needed for Financial Options Risk Mitigation (INFORM) Act - S. 3417 Retirement Lost and Found Act - a bill to increase portability of and access to retirement savings - S. 4192 Automatic 401 (k) Act Cybersecurity Defined benefit pension plan funding rules Environmental, Social and Governance (ESG) principals in investing Financial wellness Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory and Others Coronavirus COVID-19 Pandemic Response - including proposed and issued CARES and SECURE Acts guidance affecting employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Executive Order on Regulatory Relief to Support Economic Recovery Executive Order on Promoting Energy Infrastructure and Economic Growth Executive Order on Strengthening Retirement Security in America Department of Labor (EBSA) proposed rule amending the DOLs investment duties regulation - regarding ESG investments in retirement plans DOL - Interim Final Rule on Lifetime Income Illustration Requirements DOL/EBSA - proposed rule on proxy voting DOL/Treasury/IRS -Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments under SECURE Act DOL - Default Electronic Disclosure by Employee Pension Benefits Plans - Final Rule DOL - New Investment Advice Fiduciary Rules Presidential Memorandum on Deferring Payroll Tax Obligations in Light of the Ongoing COVID-19 Disaster Presidential Memorandum on Continued Student Loan Payment Relief During the COVID-19 Pandemic SEC Best Interest Final Rule - clarification of regular rate of pay application to benefits Cybersecurity Defined Benefit Plan Pension funding & stabilization reform - single employer plans Emergency savings Executive compensation ERISA pleading standards ERISA Uniformity Excise tax on private foundations Form 5500 Reporting IRS - Relief - Amended determination letter requests for statutory hybrid plans Missing Participants Mortality Tables - Improvements Multiemployer pension plan issues Non-discrimination issues affecting defined benefit plans - Additional Temporary Nondiscrimination Relief for Closed Defined Benefit Plans Paid leave proposals and issues PBGC funding delay guidance - revision to VRP guidance State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Required minimum distribution (RMD) rules Student loan repayment benefit
Wall Street Tax Act of 2019
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (pension plan relief and defined contribution plan issues) Coronavirus Preparedness and Response Supplemental Appropriations Act - H.R. 6074 (Public Law 116-123) Families First Coronavirus Response Act - H.R. 6201 (Public Law 116-127) Coronavirus Aid, Relief, and Economic Security Act (CARES) Act - H.R. 748 (Public Law 116-136) Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 Further Consolidated Appropriations Act, 2020 - H.R 1865 & H.R. 1158 - SECURE Act - H.R. 1994 Retirement Parity for Student Loans Act - S. 1428/H.R. 6276 The Retirement Security & Savings Act - S. 1431 Wall Street Tax Act of 2019 - H.R. 1516/S. 647 Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923 Retirement Security Preservation Act - S. 2352 Pension and Budget Integrity Act (PBIA) - H.R. 4035 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Plan Modernization Act - H.R. 5676 Information Needed for Financial Options Risk Mitigation (INFORM) Act - S. 3417 Tax Incentives for 401 (k) contributions Automatic 401 (k) Act Fiscal Year (FY) 2021 Budget Proposal Financial wellness Defined benefit pension plan funding rules PBGC premiums Environmental, Social and Governance (ESG) principals in investing Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) Cybersecurity Regulatory and Other Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (pension plan relief and defined contribution plan issues) Executive Order - Environmental, Social and Governance (ESG) principles in investing Executive Order on Strengthening Retirement Security in America SEC Best Interest Standard Guidance - clarification of regular rate of pay application to benefits Treasury/IRS -Pooled Employer Plans (PEPs) - comments under SERCURE Act Department of Labor Proposed Rule: Default Electronic Disclosure by Employee Pension Benefits Plans Lump sum payments to participants in pay status PBGC Proposed Rule on Lump Sum Payment Assumptions IRS Proposed New Rules under Section 162 (m) - executive compensation Cyber security DOL - Definition of Fiduciary Emergency savings ERISA Uniformity Excise tax on private foundations Form 5500 Reporting Missing Participants Mortality Tables - Improvements Multiple Employer Plans - MEPs Multiemployer pension plan issues Non-discrimination issues affecting defined benefit plans - Additional Temporary Nondiscrimination Relief for Closed Defined Benefit Plans Paid leave proposals and issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Required minimum distribution (RMD) rules related to 403 (b) plans Student loan repayment benefit
Further Consolidated Appropriations Act, 2020
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (pension plan relief and defined contribution plan issues) Coronavirus Preparedness and Response Supplemental Appropriations Act - H.R. 6074 (Public Law 116-123) Families First Coronavirus Response Act - H.R. 6201 (Public Law 116-127) Coronavirus Aid, Relief, and Economic Security Act (CARES) Act - H.R. 748 (Public Law 116-136) Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 Further Consolidated Appropriations Act, 2020 - H.R 1865 & H.R. 1158 - SECURE Act - H.R. 1994 Retirement Parity for Student Loans Act - S. 1428/H.R. 6276 The Retirement Security & Savings Act - S. 1431 Wall Street Tax Act of 2019 - H.R. 1516/S. 647 Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923 Retirement Security Preservation Act - S. 2352 Pension and Budget Integrity Act (PBIA) - H.R. 4035 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Plan Modernization Act - H.R. 5676 Information Needed for Financial Options Risk Mitigation (INFORM) Act - S. 3417 Tax Incentives for 401 (k) contributions Automatic 401 (k) Act Fiscal Year (FY) 2021 Budget Proposal Financial wellness Defined benefit pension plan funding rules PBGC premiums Environmental, Social and Governance (ESG) principals in investing Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) Cybersecurity Regulatory and Other Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (pension plan relief and defined contribution plan issues) Executive Order - Environmental, Social and Governance (ESG) principles in investing Executive Order on Strengthening Retirement Security in America SEC Best Interest Standard Guidance - clarification of regular rate of pay application to benefits Treasury/IRS -Pooled Employer Plans (PEPs) - comments under SERCURE Act Department of Labor Proposed Rule: Default Electronic Disclosure by Employee Pension Benefits Plans Lump sum payments to participants in pay status PBGC Proposed Rule on Lump Sum Payment Assumptions IRS Proposed New Rules under Section 162 (m) - executive compensation Cyber security DOL - Definition of Fiduciary Emergency savings ERISA Uniformity Excise tax on private foundations Form 5500 Reporting Missing Participants Mortality Tables - Improvements Multiple Employer Plans - MEPs Multiemployer pension plan issues Non-discrimination issues affecting defined benefit plans - Additional Temporary Nondiscrimination Relief for Closed Defined Benefit Plans Paid leave proposals and issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Required minimum distribution (RMD) rules related to 403 (b) plans Student loan repayment benefit
Further Consolidated Appropriations Act, 2020
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Coronavirus Preparedness and Response Supplemental Appropriations Act - H.R. 6074 (Public Law 116-123) Families First Coronavirus Response Act - H.R. 6201 (Public Law 116-127) Coronavirus Aid, Relief, and Economic Security Act (CARES) Act - H.R. 748 (Public Law 116-136) Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Womens Retirement Protection Act - S.975/H.R. 2005 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 Further Consolidated Appropriations Act, 2020 - H.R 1865 & H.R. 1158 - SECURE Act - H.R. 1994 Retirement Parity for Student Loans Act - S. 1428/H.R. 6276 Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act - H.R. 6800 The Heroes Act - revised pandemic relief and economic stimulus package (House Democratic Leadership) The Retirement Security & Savings Act - S. 1431 Wall Street Tax Act of 2019 - H.R. 1516/S. 647 Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923 Encouraging Americans to Save Act - S. 5035 Chris Allen Multiemployer Pension Recapitalization and Reform Act of 2020 - S. 5045 The Improving Access to Retirement Savings Act - S. 5064 Pension and Budget Integrity Act (PBIA) - H.R. 4035 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Plan Modernization Act - H.R. 5676 Information Needed for Financial Options Risk Mitigation (INFORM) Act - S. 3417 Retirement Lost and Found Act - a bill to increase portability of and access to retirement savings - S. 4192 Securing a Strong America - H.R. 8696 Retirees Sustainable Investment Policies Act - H.R. 8959 Sustainable Investment Policies Act of 2020 - H.R. 8960 Automatic 401 (k) Act Cybersecurity Defined benefit pension plan funding rules Environmental, Social and Governance (ESG) principals in investing Financial wellness Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory and Others Coronavirus COVID-19 Pandemic Response - including proposed and issued CARES and SECURE Acts guidance affecting employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Presidential Memorandum - protecting the pensions of American workers and calling for a review of the Pension Benefit Guaranty Corporations (PBGC) financial position. Executive Order on Regulatory Relief to Support Economic Recovery Executive Order on Promoting Energy Infrastructure and Economic Growth Executive Order on Strengthening Retirement Security in America Department of the Treasury (Treasury) and Internal Revenue Service (IRS) - Remote notarization Department of Labor (DOL), Employee Benefits Services Administration (EBSA) -Final rule amending the DOLs investment duties regulation - regarding ESG investments in retirement plans DOL - Interim Final Rule on Lifetime Income Illustration Requirements DOL/EBSA - final rule on proxy voting and shareholder rights DOL/Treasury/IRS -Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements DOL/Treasury/IRS - comments on need for service crediting guidance for PEPs DOL - Default Electronic Disclosure by Employee Pension Benefits Plans - Final Rule DOL - New Investment Advice Fiduciary Rules and related Prohibited Transaction Exemption Presidential Memorandum on Deferring Payroll Tax Obligations in Light of the Ongoing COVID-19 Disaster Presidential Memorandum on Continued Student Loan Payment Relief During the COVID-19 Pandemic SEC Best Interest Final Rule - clarification of regular rate of pay application to benefits Cybersecurity Defined Benefit Plan Pension funding & stabilization reform - single employer plans Emergency savings Executive compensation ERISA pleading standards ERISA Uniformity Excise tax on private foundations Form 5500 Reporting IRS - Relief - Amended determination letter requests for statutory hybrid plans Missing Participants - Guidance on escheatment of missing participant retirement accounts Mortality Tables - Improvements Multiemployer pension plan issues Non-discrimination issues affecting defined benefit plans - Additional Temporary Nondiscrimination Relief for Closed Defined Benefit Plans Paid leave proposals and issues PBGC funding delay guidance - revisions to VRP guidance State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Required minimum distribution (RMD) rules Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans
Further Consolidated Appropriations Act, 2020
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Coronavirus Preparedness and Response Supplemental Appropriations Act - H.R. 6074 (Public Law 116-123) Families First Coronavirus Response Act - H.R. 6201 (Public Law 116-127) Coronavirus Aid, Relief, and Economic Security Act (CARES) Act - H.R. 748 (Public Law 116-136) Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Womens Retirement Protection Act - S.975/H.R. 2005 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 Further Consolidated Appropriations Act, 2020 - H.R 1865 & H.R. 1158 - SECURE Act - H.R. 1994 Retirement Parity for Student Loans Act - S. 1428/H.R. 6276 Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act - H.R. 6800 The Retirement Security & Savings Act - S. 1431 Wall Street Tax Act of 2019 - H.R. 1516/S. 647 Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923 Pension and Budget Integrity Act (PBIA) - H.R. 4035 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Plan Modernization Act - H.R. 5676 Information Needed for Financial Options Risk Mitigation (INFORM) Act - S. 3417 Retirement Lost and Found Act - a bill to increase portability of and access to retirement savings - S. 4192 Automatic 401 (k) Act Cybersecurity Defined benefit pension plan funding rules Environmental, Social and Governance (ESG) principals in investing Financial wellness Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) PBGC premiums Tax Incentives for 401 (k) contributions Regulatory and Other Coronavirus COVID-19 Pandemic Response - including proposed and issued CARES Act guidance affecting employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Executive Order on Promoting Energy Infrastructure and Economic Growth DOL (EBSA) proposed rule amending the DOLs investment duties regulation - regarding ESG investments in retirement plans Executive Order on Strengthening Retirement Security in America SEC Best Interest Final Rule - clarification of regular rate of pay application to benefits DOL/Treasury/IRS -Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments under SERCURE Act Department of Labor - Default Electronic Disclosure by Employee Pension Benefits Plans - Final Rule Executive compensation Cybersecurity Defined Benefit Plan Pension funding & stabilization reform DOL - determination of fiduciary status Emergency savings ERISA Uniformity Excise tax on private foundations Form 5500 Reporting Missing Participants Mortality Tables - Improvements Multiemployer pension plan issues Non-discrimination issues affecting defined benefit plans - Additional Temporary Nondiscrimination Relief for Closed Defined Benefit Plans Paid leave proposals and issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Required minimum distribution (RMD) rules Student loan repayment benefit
Further Consolidated Appropriations Act, 2020
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Coronavirus Preparedness and Response Supplemental Appropriations Act - H.R. 6074 (Public Law 116-123) Families First Coronavirus Response Act - H.R. 6201 (Public Law 116-127) Coronavirus Aid, Relief, and Economic Security Act (CARES) Act - H.R. 748 (Public Law 116-136) Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Womens Retirement Protection Act - S.975/H.R. 2005 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 Further Consolidated Appropriations Act, 2020 - H.R 1865 & H.R. 1158 - SECURE Act - H.R. 1994 Retirement Parity for Student Loans Act - S. 1428/H.R. 6276 Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act - H.R. 6800 The Heroes Act - revised pandemic relief and economic stimulus package (House Democratic Leadership) The Retirement Security & Savings Act - S. 1431 Wall Street Tax Act of 2019 - H.R. 1516/S. 647 Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923 Pension and Budget Integrity Act (PBIA) - H.R. 4035 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Plan Modernization Act - H.R. 5676 Information Needed for Financial Options Risk Mitigation (INFORM) Act - S. 3417 Retirement Lost and Found Act - a bill to increase portability of and access to retirement savings - S. 4192 Automatic 401 (k) Act Cybersecurity Defined benefit pension plan funding rules Environmental, Social and Governance (ESG) principals in investing Financial wellness Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory and Others Coronavirus COVID-19 Pandemic Response - including proposed and issued CARES and SECURE Acts guidance affecting employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Executive Order on Regulatory Relief to Support Economic Recovery Executive Order on Promoting Energy Infrastructure and Economic Growth Executive Order on Strengthening Retirement Security in America Department of Labor (EBSA) proposed rule amending the DOLs investment duties regulation - regarding ESG investments in retirement plans DOL - Interim Final Rule on Lifetime Income Illustration Requirements DOL/EBSA - proposed rule on proxy voting DOL/Treasury/IRS -Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments under SECURE Act DOL - Default Electronic Disclosure by Employee Pension Benefits Plans - Final Rule DOL - New Investment Advice Fiduciary Rules Presidential Memorandum on Deferring Payroll Tax Obligations in Light of the Ongoing COVID-19 Disaster Presidential Memorandum on Continued Student Loan Payment Relief During the COVID-19 Pandemic SEC Best Interest Final Rule - clarification of regular rate of pay application to benefits Cybersecurity Defined Benefit Plan Pension funding & stabilization reform - single employer plans Emergency savings Executive compensation ERISA pleading standards ERISA Uniformity Excise tax on private foundations Form 5500 Reporting IRS - Relief - Amended determination letter requests for statutory hybrid plans Missing Participants Mortality Tables - Improvements Multiemployer pension plan issues Non-discrimination issues affecting defined benefit plans - Additional Temporary Nondiscrimination Relief for Closed Defined Benefit Plans Paid leave proposals and issues PBGC funding delay guidance - revision to VRP guidance State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Required minimum distribution (RMD) rules Student loan repayment benefit
Providing Retirement Security to Workers in Small Businesses, Cooperatives, and Service Organizations Act of 2019
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (pension plan relief and defined contribution plan issues) Coronavirus Preparedness and Response Supplemental Appropriations Act - H.R. 6074 (Public Law 116-123) Families First Coronavirus Response Act - H.R. 6201 (Public Law 116-127) Coronavirus Aid, Relief, and Economic Security Act (CARES) Act - H.R. 748 (Public Law 116-136) Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 Further Consolidated Appropriations Act, 2020 - H.R 1865 & H.R. 1158 - SECURE Act - H.R. 1994 Retirement Parity for Student Loans Act - S. 1428/H.R. 6276 The Retirement Security & Savings Act - S. 1431 Wall Street Tax Act of 2019 - H.R. 1516/S. 647 Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923 Retirement Security Preservation Act - S. 2352 Pension and Budget Integrity Act (PBIA) - H.R. 4035 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Plan Modernization Act - H.R. 5676 Information Needed for Financial Options Risk Mitigation (INFORM) Act - S. 3417 Tax Incentives for 401 (k) contributions Automatic 401 (k) Act Fiscal Year (FY) 2021 Budget Proposal Financial wellness Defined benefit pension plan funding rules PBGC premiums Environmental, Social and Governance (ESG) principals in investing Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) Cybersecurity Regulatory and Other Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (pension plan relief and defined contribution plan issues) Executive Order - Environmental, Social and Governance (ESG) principles in investing Executive Order on Strengthening Retirement Security in America SEC Best Interest Standard Guidance - clarification of regular rate of pay application to benefits Treasury/IRS -Pooled Employer Plans (PEPs) - comments under SERCURE Act Department of Labor Proposed Rule: Default Electronic Disclosure by Employee Pension Benefits Plans Lump sum payments to participants in pay status PBGC Proposed Rule on Lump Sum Payment Assumptions IRS Proposed New Rules under Section 162 (m) - executive compensation Cyber security DOL - Definition of Fiduciary Emergency savings ERISA Uniformity Excise tax on private foundations Form 5500 Reporting Missing Participants Mortality Tables - Improvements Multiple Employer Plans - MEPs Multiemployer pension plan issues Non-discrimination issues affecting defined benefit plans - Additional Temporary Nondiscrimination Relief for Closed Defined Benefit Plans Paid leave proposals and issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Required minimum distribution (RMD) rules related to 403 (b) plans Student loan repayment benefit
Providing Retirement Security to Workers in Small Businesses, Cooperatives, and Service Organizations Act of 2019
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Coronavirus Preparedness and Response Supplemental Appropriations Act - H.R. 6074 (Public Law 116-123) Families First Coronavirus Response Act - H.R. 6201 (Public Law 116-127) Coronavirus Aid, Relief, and Economic Security Act (CARES) Act - H.R. 748 (Public Law 116-136) Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Womens Retirement Protection Act - S.975/H.R. 2005 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 Further Consolidated Appropriations Act, 2020 - H.R 1865 & H.R. 1158 - SECURE Act - H.R. 1994 Retirement Parity for Student Loans Act - S. 1428/H.R. 6276 Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act - H.R. 6800 The Heroes Act - revised pandemic relief and economic stimulus package (House Democratic Leadership) The Retirement Security & Savings Act - S. 1431 Wall Street Tax Act of 2019 - H.R. 1516/S. 647 Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923 Encouraging Americans to Save Act - S. 5035 Chris Allen Multiemployer Pension Recapitalization and Reform Act of 2020 - S. 5045 The Improving Access to Retirement Savings Act - S. 5064 Pension and Budget Integrity Act (PBIA) - H.R. 4035 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Plan Modernization Act - H.R. 5676 Information Needed for Financial Options Risk Mitigation (INFORM) Act - S. 3417 Retirement Lost and Found Act - a bill to increase portability of and access to retirement savings - S. 4192 Securing a Strong America - H.R. 8696 Retirees Sustainable Investment Policies Act - H.R. 8959 Sustainable Investment Policies Act of 2020 - H.R. 8960 Automatic 401 (k) Act Cybersecurity Defined benefit pension plan funding rules Environmental, Social and Governance (ESG) principals in investing Financial wellness Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory and Others Coronavirus COVID-19 Pandemic Response - including proposed and issued CARES and SECURE Acts guidance affecting employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Presidential Memorandum - protecting the pensions of American workers and calling for a review of the Pension Benefit Guaranty Corporations (PBGC) financial position. Executive Order on Regulatory Relief to Support Economic Recovery Executive Order on Promoting Energy Infrastructure and Economic Growth Executive Order on Strengthening Retirement Security in America Department of the Treasury (Treasury) and Internal Revenue Service (IRS) - Remote notarization Department of Labor (DOL), Employee Benefits Services Administration (EBSA) -Final rule amending the DOLs investment duties regulation - regarding ESG investments in retirement plans DOL - Interim Final Rule on Lifetime Income Illustration Requirements DOL/EBSA - final rule on proxy voting and shareholder rights DOL/Treasury/IRS -Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements DOL/Treasury/IRS - comments on need for service crediting guidance for PEPs DOL - Default Electronic Disclosure by Employee Pension Benefits Plans - Final Rule DOL - New Investment Advice Fiduciary Rules and related Prohibited Transaction Exemption Presidential Memorandum on Deferring Payroll Tax Obligations in Light of the Ongoing COVID-19 Disaster Presidential Memorandum on Continued Student Loan Payment Relief During the COVID-19 Pandemic SEC Best Interest Final Rule - clarification of regular rate of pay application to benefits Cybersecurity Defined Benefit Plan Pension funding & stabilization reform - single employer plans Emergency savings Executive compensation ERISA pleading standards ERISA Uniformity Excise tax on private foundations Form 5500 Reporting IRS - Relief - Amended determination letter requests for statutory hybrid plans Missing Participants - Guidance on escheatment of missing participant retirement accounts Mortality Tables - Improvements Multiemployer pension plan issues Non-discrimination issues affecting defined benefit plans - Additional Temporary Nondiscrimination Relief for Closed Defined Benefit Plans Paid leave proposals and issues PBGC funding delay guidance - revisions to VRP guidance State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Required minimum distribution (RMD) rules Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans
Providing Retirement Security to Workers in Small Businesses, Cooperatives, and Service Organizations Act of 2019
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Coronavirus Preparedness and Response Supplemental Appropriations Act - H.R. 6074 (Public Law 116-123) Families First Coronavirus Response Act - H.R. 6201 (Public Law 116-127) Coronavirus Aid, Relief, and Economic Security Act (CARES) Act - H.R. 748 (Public Law 116-136) Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Womens Retirement Protection Act - S.975/H.R. 2005 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 Further Consolidated Appropriations Act, 2020 - H.R 1865 & H.R. 1158 - SECURE Act - H.R. 1994 Retirement Parity for Student Loans Act - S. 1428/H.R. 6276 Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act - H.R. 6800 The Retirement Security & Savings Act - S. 1431 Wall Street Tax Act of 2019 - H.R. 1516/S. 647 Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923 Pension and Budget Integrity Act (PBIA) - H.R. 4035 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Plan Modernization Act - H.R. 5676 Information Needed for Financial Options Risk Mitigation (INFORM) Act - S. 3417 Retirement Lost and Found Act - a bill to increase portability of and access to retirement savings - S. 4192 Automatic 401 (k) Act Cybersecurity Defined benefit pension plan funding rules Environmental, Social and Governance (ESG) principals in investing Financial wellness Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) PBGC premiums Tax Incentives for 401 (k) contributions Regulatory and Other Coronavirus COVID-19 Pandemic Response - including proposed and issued CARES Act guidance affecting employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Executive Order on Promoting Energy Infrastructure and Economic Growth DOL (EBSA) proposed rule amending the DOLs investment duties regulation - regarding ESG investments in retirement plans Executive Order on Strengthening Retirement Security in America SEC Best Interest Final Rule - clarification of regular rate of pay application to benefits DOL/Treasury/IRS -Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments under SERCURE Act Department of Labor - Default Electronic Disclosure by Employee Pension Benefits Plans - Final Rule Executive compensation Cybersecurity Defined Benefit Plan Pension funding & stabilization reform DOL - determination of fiduciary status Emergency savings ERISA Uniformity Excise tax on private foundations Form 5500 Reporting Missing Participants Mortality Tables - Improvements Multiemployer pension plan issues Non-discrimination issues affecting defined benefit plans - Additional Temporary Nondiscrimination Relief for Closed Defined Benefit Plans Paid leave proposals and issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Required minimum distribution (RMD) rules Student loan repayment benefit
Providing Retirement Security to Workers in Small Businesses, Cooperatives, and Service Organizations Act of 2019
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Coronavirus Preparedness and Response Supplemental Appropriations Act - H.R. 6074 (Public Law 116-123) Families First Coronavirus Response Act - H.R. 6201 (Public Law 116-127) Coronavirus Aid, Relief, and Economic Security Act (CARES) Act - H.R. 748 (Public Law 116-136) Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Womens Retirement Protection Act - S.975/H.R. 2005 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 Further Consolidated Appropriations Act, 2020 - H.R 1865 & H.R. 1158 - SECURE Act - H.R. 1994 Retirement Parity for Student Loans Act - S. 1428/H.R. 6276 Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act - H.R. 6800 The Heroes Act - revised pandemic relief and economic stimulus package (House Democratic Leadership) The Retirement Security & Savings Act - S. 1431 Wall Street Tax Act of 2019 - H.R. 1516/S. 647 Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923 Pension and Budget Integrity Act (PBIA) - H.R. 4035 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Plan Modernization Act - H.R. 5676 Information Needed for Financial Options Risk Mitigation (INFORM) Act - S. 3417 Retirement Lost and Found Act - a bill to increase portability of and access to retirement savings - S. 4192 Automatic 401 (k) Act Cybersecurity Defined benefit pension plan funding rules Environmental, Social and Governance (ESG) principals in investing Financial wellness Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory and Others Coronavirus COVID-19 Pandemic Response - including proposed and issued CARES and SECURE Acts guidance affecting employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Executive Order on Regulatory Relief to Support Economic Recovery Executive Order on Promoting Energy Infrastructure and Economic Growth Executive Order on Strengthening Retirement Security in America Department of Labor (EBSA) proposed rule amending the DOLs investment duties regulation - regarding ESG investments in retirement plans DOL - Interim Final Rule on Lifetime Income Illustration Requirements DOL/EBSA - proposed rule on proxy voting DOL/Treasury/IRS -Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments under SECURE Act DOL - Default Electronic Disclosure by Employee Pension Benefits Plans - Final Rule DOL - New Investment Advice Fiduciary Rules Presidential Memorandum on Deferring Payroll Tax Obligations in Light of the Ongoing COVID-19 Disaster Presidential Memorandum on Continued Student Loan Payment Relief During the COVID-19 Pandemic SEC Best Interest Final Rule - clarification of regular rate of pay application to benefits Cybersecurity Defined Benefit Plan Pension funding & stabilization reform - single employer plans Emergency savings Executive compensation ERISA pleading standards ERISA Uniformity Excise tax on private foundations Form 5500 Reporting IRS - Relief - Amended determination letter requests for statutory hybrid plans Missing Participants Mortality Tables - Improvements Multiemployer pension plan issues Non-discrimination issues affecting defined benefit plans - Additional Temporary Nondiscrimination Relief for Closed Defined Benefit Plans Paid leave proposals and issues PBGC funding delay guidance - revision to VRP guidance State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Required minimum distribution (RMD) rules Student loan repayment benefit
Setting Every Community Up for Retirement Enhancement Act of 2019
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Coronavirus Preparedness and Response Supplemental Appropriations Act - H.R. 6074 (Public Law 116-123) Families First Coronavirus Response Act - H.R. 6201 (Public Law 116-127) Coronavirus Aid, Relief, and Economic Security Act (CARES) Act - H.R. 748 (Public Law 116-136) Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Womens Retirement Protection Act - S.975/H.R. 2005 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 Further Consolidated Appropriations Act, 2020 - H.R 1865 & H.R. 1158 - SECURE Act - H.R. 1994 Retirement Parity for Student Loans Act - S. 1428/H.R. 6276 Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act - H.R. 6800 The Retirement Security & Savings Act - S. 1431 Wall Street Tax Act of 2019 - H.R. 1516/S. 647 Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923 Pension and Budget Integrity Act (PBIA) - H.R. 4035 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Plan Modernization Act - H.R. 5676 Information Needed for Financial Options Risk Mitigation (INFORM) Act - S. 3417 Retirement Lost and Found Act - a bill to increase portability of and access to retirement savings - S. 4192 Automatic 401 (k) Act Cybersecurity Defined benefit pension plan funding rules Environmental, Social and Governance (ESG) principals in investing Financial wellness Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) PBGC premiums Tax Incentives for 401 (k) contributions Regulatory and Other Coronavirus COVID-19 Pandemic Response - including proposed and issued CARES Act guidance affecting employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Executive Order on Promoting Energy Infrastructure and Economic Growth DOL (EBSA) proposed rule amending the DOLs investment duties regulation - regarding ESG investments in retirement plans Executive Order on Strengthening Retirement Security in America SEC Best Interest Final Rule - clarification of regular rate of pay application to benefits DOL/Treasury/IRS -Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments under SERCURE Act Department of Labor - Default Electronic Disclosure by Employee Pension Benefits Plans - Final Rule Executive compensation Cybersecurity Defined Benefit Plan Pension funding & stabilization reform DOL - determination of fiduciary status Emergency savings ERISA Uniformity Excise tax on private foundations Form 5500 Reporting Missing Participants Mortality Tables - Improvements Multiemployer pension plan issues Non-discrimination issues affecting defined benefit plans - Additional Temporary Nondiscrimination Relief for Closed Defined Benefit Plans Paid leave proposals and issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Required minimum distribution (RMD) rules Student loan repayment benefit
Setting Every Community Up for Retirement Enhancement Act of 2019
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Coronavirus Preparedness and Response Supplemental Appropriations Act - H.R. 6074 (Public Law 116-123) Families First Coronavirus Response Act - H.R. 6201 (Public Law 116-127) Coronavirus Aid, Relief, and Economic Security Act (CARES) Act - H.R. 748 (Public Law 116-136) Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Womens Retirement Protection Act - S.975/H.R. 2005 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 Further Consolidated Appropriations Act, 2020 - H.R 1865 & H.R. 1158 - SECURE Act - H.R. 1994 Retirement Parity for Student Loans Act - S. 1428/H.R. 6276 Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act - H.R. 6800 The Heroes Act - revised pandemic relief and economic stimulus package (House Democratic Leadership) The Retirement Security & Savings Act - S. 1431 Wall Street Tax Act of 2019 - H.R. 1516/S. 647 Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923 Pension and Budget Integrity Act (PBIA) - H.R. 4035 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Plan Modernization Act - H.R. 5676 Information Needed for Financial Options Risk Mitigation (INFORM) Act - S. 3417 Retirement Lost and Found Act - a bill to increase portability of and access to retirement savings - S. 4192 Automatic 401 (k) Act Cybersecurity Defined benefit pension plan funding rules Environmental, Social and Governance (ESG) principals in investing Financial wellness Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory and Others Coronavirus COVID-19 Pandemic Response - including proposed and issued CARES and SECURE Acts guidance affecting employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Executive Order on Regulatory Relief to Support Economic Recovery Executive Order on Promoting Energy Infrastructure and Economic Growth Executive Order on Strengthening Retirement Security in America Department of Labor (EBSA) proposed rule amending the DOLs investment duties regulation - regarding ESG investments in retirement plans DOL - Interim Final Rule on Lifetime Income Illustration Requirements DOL/EBSA - proposed rule on proxy voting DOL/Treasury/IRS -Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments under SECURE Act DOL - Default Electronic Disclosure by Employee Pension Benefits Plans - Final Rule DOL - New Investment Advice Fiduciary Rules Presidential Memorandum on Deferring Payroll Tax Obligations in Light of the Ongoing COVID-19 Disaster Presidential Memorandum on Continued Student Loan Payment Relief During the COVID-19 Pandemic SEC Best Interest Final Rule - clarification of regular rate of pay application to benefits Cybersecurity Defined Benefit Plan Pension funding & stabilization reform - single employer plans Emergency savings Executive compensation ERISA pleading standards ERISA Uniformity Excise tax on private foundations Form 5500 Reporting IRS - Relief - Amended determination letter requests for statutory hybrid plans Missing Participants Mortality Tables - Improvements Multiemployer pension plan issues Non-discrimination issues affecting defined benefit plans - Additional Temporary Nondiscrimination Relief for Closed Defined Benefit Plans Paid leave proposals and issues PBGC funding delay guidance - revision to VRP guidance State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Required minimum distribution (RMD) rules Student loan repayment benefit
Setting Every Community Up for Retirement Enhancement Act of 2019
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (pension plan relief and defined contribution plan issues) Coronavirus Preparedness and Response Supplemental Appropriations Act - H.R. 6074 (Public Law 116-123) Families First Coronavirus Response Act - H.R. 6201 (Public Law 116-127) Coronavirus Aid, Relief, and Economic Security Act (CARES) Act - H.R. 748 (Public Law 116-136) Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 Further Consolidated Appropriations Act, 2020 - H.R 1865 & H.R. 1158 - SECURE Act - H.R. 1994 Retirement Parity for Student Loans Act - S. 1428/H.R. 6276 The Retirement Security & Savings Act - S. 1431 Wall Street Tax Act of 2019 - H.R. 1516/S. 647 Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923 Retirement Security Preservation Act - S. 2352 Pension and Budget Integrity Act (PBIA) - H.R. 4035 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Plan Modernization Act - H.R. 5676 Information Needed for Financial Options Risk Mitigation (INFORM) Act - S. 3417 Tax Incentives for 401 (k) contributions Automatic 401 (k) Act Fiscal Year (FY) 2021 Budget Proposal Financial wellness Defined benefit pension plan funding rules PBGC premiums Environmental, Social and Governance (ESG) principals in investing Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) Cybersecurity Regulatory and Other Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (pension plan relief and defined contribution plan issues) Executive Order - Environmental, Social and Governance (ESG) principles in investing Executive Order on Strengthening Retirement Security in America SEC Best Interest Standard Guidance - clarification of regular rate of pay application to benefits Treasury/IRS -Pooled Employer Plans (PEPs) - comments under SERCURE Act Department of Labor Proposed Rule: Default Electronic Disclosure by Employee Pension Benefits Plans Lump sum payments to participants in pay status PBGC Proposed Rule on Lump Sum Payment Assumptions IRS Proposed New Rules under Section 162 (m) - executive compensation Cyber security DOL - Definition of Fiduciary Emergency savings ERISA Uniformity Excise tax on private foundations Form 5500 Reporting Missing Participants Mortality Tables - Improvements Multiple Employer Plans - MEPs Multiemployer pension plan issues Non-discrimination issues affecting defined benefit plans - Additional Temporary Nondiscrimination Relief for Closed Defined Benefit Plans Paid leave proposals and issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Required minimum distribution (RMD) rules related to 403 (b) plans Student loan repayment benefit
Setting Every Community Up for Retirement Enhancement Act of 2019
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Coronavirus Preparedness and Response Supplemental Appropriations Act - H.R. 6074 (Public Law 116-123) Families First Coronavirus Response Act - H.R. 6201 (Public Law 116-127) Coronavirus Aid, Relief, and Economic Security Act (CARES) Act - H.R. 748 (Public Law 116-136) Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Womens Retirement Protection Act - S.975/H.R. 2005 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 Further Consolidated Appropriations Act, 2020 - H.R 1865 & H.R. 1158 - SECURE Act - H.R. 1994 Retirement Parity for Student Loans Act - S. 1428/H.R. 6276 Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act - H.R. 6800 The Heroes Act - revised pandemic relief and economic stimulus package (House Democratic Leadership) The Retirement Security & Savings Act - S. 1431 Wall Street Tax Act of 2019 - H.R. 1516/S. 647 Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923 Encouraging Americans to Save Act - S. 5035 Chris Allen Multiemployer Pension Recapitalization and Reform Act of 2020 - S. 5045 The Improving Access to Retirement Savings Act - S. 5064 Pension and Budget Integrity Act (PBIA) - H.R. 4035 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Plan Modernization Act - H.R. 5676 Information Needed for Financial Options Risk Mitigation (INFORM) Act - S. 3417 Retirement Lost and Found Act - a bill to increase portability of and access to retirement savings - S. 4192 Securing a Strong America - H.R. 8696 Retirees Sustainable Investment Policies Act - H.R. 8959 Sustainable Investment Policies Act of 2020 - H.R. 8960 Automatic 401 (k) Act Cybersecurity Defined benefit pension plan funding rules Environmental, Social and Governance (ESG) principals in investing Financial wellness Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory and Others Coronavirus COVID-19 Pandemic Response - including proposed and issued CARES and SECURE Acts guidance affecting employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Presidential Memorandum - protecting the pensions of American workers and calling for a review of the Pension Benefit Guaranty Corporations (PBGC) financial position. Executive Order on Regulatory Relief to Support Economic Recovery Executive Order on Promoting Energy Infrastructure and Economic Growth Executive Order on Strengthening Retirement Security in America Department of the Treasury (Treasury) and Internal Revenue Service (IRS) - Remote notarization Department of Labor (DOL), Employee Benefits Services Administration (EBSA) -Final rule amending the DOLs investment duties regulation - regarding ESG investments in retirement plans DOL - Interim Final Rule on Lifetime Income Illustration Requirements DOL/EBSA - final rule on proxy voting and shareholder rights DOL/Treasury/IRS -Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements DOL/Treasury/IRS - comments on need for service crediting guidance for PEPs DOL - Default Electronic Disclosure by Employee Pension Benefits Plans - Final Rule DOL - New Investment Advice Fiduciary Rules and related Prohibited Transaction Exemption Presidential Memorandum on Deferring Payroll Tax Obligations in Light of the Ongoing COVID-19 Disaster Presidential Memorandum on Continued Student Loan Payment Relief During the COVID-19 Pandemic SEC Best Interest Final Rule - clarification of regular rate of pay application to benefits Cybersecurity Defined Benefit Plan Pension funding & stabilization reform - single employer plans Emergency savings Executive compensation ERISA pleading standards ERISA Uniformity Excise tax on private foundations Form 5500 Reporting IRS - Relief - Amended determination letter requests for statutory hybrid plans Missing Participants - Guidance on escheatment of missing participant retirement accounts Mortality Tables - Improvements Multiemployer pension plan issues Non-discrimination issues affecting defined benefit plans - Additional Temporary Nondiscrimination Relief for Closed Defined Benefit Plans Paid leave proposals and issues PBGC funding delay guidance - revisions to VRP guidance State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Required minimum distribution (RMD) rules Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans
Women’s Retirement Protection Act of 2019
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Coronavirus Preparedness and Response Supplemental Appropriations Act - H.R. 6074 (Public Law 116-123) Families First Coronavirus Response Act - H.R. 6201 (Public Law 116-127) Coronavirus Aid, Relief, and Economic Security Act (CARES) Act - H.R. 748 (Public Law 116-136) Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Womens Retirement Protection Act - S.975/H.R. 2005 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 Further Consolidated Appropriations Act, 2020 - H.R 1865 & H.R. 1158 - SECURE Act - H.R. 1994 Retirement Parity for Student Loans Act - S. 1428/H.R. 6276 Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act - H.R. 6800 The Retirement Security & Savings Act - S. 1431 Wall Street Tax Act of 2019 - H.R. 1516/S. 647 Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923 Pension and Budget Integrity Act (PBIA) - H.R. 4035 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Plan Modernization Act - H.R. 5676 Information Needed for Financial Options Risk Mitigation (INFORM) Act - S. 3417 Retirement Lost and Found Act - a bill to increase portability of and access to retirement savings - S. 4192 Automatic 401 (k) Act Cybersecurity Defined benefit pension plan funding rules Environmental, Social and Governance (ESG) principals in investing Financial wellness Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) PBGC premiums Tax Incentives for 401 (k) contributions Regulatory and Other Coronavirus COVID-19 Pandemic Response - including proposed and issued CARES Act guidance affecting employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Executive Order on Promoting Energy Infrastructure and Economic Growth DOL (EBSA) proposed rule amending the DOLs investment duties regulation - regarding ESG investments in retirement plans Executive Order on Strengthening Retirement Security in America SEC Best Interest Final Rule - clarification of regular rate of pay application to benefits DOL/Treasury/IRS -Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments under SERCURE Act Department of Labor - Default Electronic Disclosure by Employee Pension Benefits Plans - Final Rule Executive compensation Cybersecurity Defined Benefit Plan Pension funding & stabilization reform DOL - determination of fiduciary status Emergency savings ERISA Uniformity Excise tax on private foundations Form 5500 Reporting Missing Participants Mortality Tables - Improvements Multiemployer pension plan issues Non-discrimination issues affecting defined benefit plans - Additional Temporary Nondiscrimination Relief for Closed Defined Benefit Plans Paid leave proposals and issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Required minimum distribution (RMD) rules Student loan repayment benefit
Women’s Retirement Protection Act of 2019
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Coronavirus Preparedness and Response Supplemental Appropriations Act - H.R. 6074 (Public Law 116-123) Families First Coronavirus Response Act - H.R. 6201 (Public Law 116-127) Coronavirus Aid, Relief, and Economic Security Act (CARES) Act - H.R. 748 (Public Law 116-136) Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Womens Retirement Protection Act - S.975/H.R. 2005 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 Further Consolidated Appropriations Act, 2020 - H.R 1865 & H.R. 1158 - SECURE Act - H.R. 1994 Retirement Parity for Student Loans Act - S. 1428/H.R. 6276 Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act - H.R. 6800 The Heroes Act - revised pandemic relief and economic stimulus package (House Democratic Leadership) The Retirement Security & Savings Act - S. 1431 Wall Street Tax Act of 2019 - H.R. 1516/S. 647 Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923 Encouraging Americans to Save Act - S. 5035 Chris Allen Multiemployer Pension Recapitalization and Reform Act of 2020 - S. 5045 The Improving Access to Retirement Savings Act - S. 5064 Pension and Budget Integrity Act (PBIA) - H.R. 4035 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Plan Modernization Act - H.R. 5676 Information Needed for Financial Options Risk Mitigation (INFORM) Act - S. 3417 Retirement Lost and Found Act - a bill to increase portability of and access to retirement savings - S. 4192 Securing a Strong America - H.R. 8696 Retirees Sustainable Investment Policies Act - H.R. 8959 Sustainable Investment Policies Act of 2020 - H.R. 8960 Automatic 401 (k) Act Cybersecurity Defined benefit pension plan funding rules Environmental, Social and Governance (ESG) principals in investing Financial wellness Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory and Others Coronavirus COVID-19 Pandemic Response - including proposed and issued CARES and SECURE Acts guidance affecting employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Presidential Memorandum - protecting the pensions of American workers and calling for a review of the Pension Benefit Guaranty Corporations (PBGC) financial position. Executive Order on Regulatory Relief to Support Economic Recovery Executive Order on Promoting Energy Infrastructure and Economic Growth Executive Order on Strengthening Retirement Security in America Department of the Treasury (Treasury) and Internal Revenue Service (IRS) - Remote notarization Department of Labor (DOL), Employee Benefits Services Administration (EBSA) -Final rule amending the DOLs investment duties regulation - regarding ESG investments in retirement plans DOL - Interim Final Rule on Lifetime Income Illustration Requirements DOL/EBSA - final rule on proxy voting and shareholder rights DOL/Treasury/IRS -Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements DOL/Treasury/IRS - comments on need for service crediting guidance for PEPs DOL - Default Electronic Disclosure by Employee Pension Benefits Plans - Final Rule DOL - New Investment Advice Fiduciary Rules and related Prohibited Transaction Exemption Presidential Memorandum on Deferring Payroll Tax Obligations in Light of the Ongoing COVID-19 Disaster Presidential Memorandum on Continued Student Loan Payment Relief During the COVID-19 Pandemic SEC Best Interest Final Rule - clarification of regular rate of pay application to benefits Cybersecurity Defined Benefit Plan Pension funding & stabilization reform - single employer plans Emergency savings Executive compensation ERISA pleading standards ERISA Uniformity Excise tax on private foundations Form 5500 Reporting IRS - Relief - Amended determination letter requests for statutory hybrid plans Missing Participants - Guidance on escheatment of missing participant retirement accounts Mortality Tables - Improvements Multiemployer pension plan issues Non-discrimination issues affecting defined benefit plans - Additional Temporary Nondiscrimination Relief for Closed Defined Benefit Plans Paid leave proposals and issues PBGC funding delay guidance - revisions to VRP guidance State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Required minimum distribution (RMD) rules Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans
Women’s Retirement Protection Act of 2019
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Coronavirus Preparedness and Response Supplemental Appropriations Act - H.R. 6074 (Public Law 116-123) Families First Coronavirus Response Act - H.R. 6201 (Public Law 116-127) Coronavirus Aid, Relief, and Economic Security Act (CARES) Act - H.R. 748 (Public Law 116-136) Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Womens Retirement Protection Act - S.975/H.R. 2005 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 Further Consolidated Appropriations Act, 2020 - H.R 1865 & H.R. 1158 - SECURE Act - H.R. 1994 Retirement Parity for Student Loans Act - S. 1428/H.R. 6276 Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act - H.R. 6800 The Heroes Act - revised pandemic relief and economic stimulus package (House Democratic Leadership) The Retirement Security & Savings Act - S. 1431 Wall Street Tax Act of 2019 - H.R. 1516/S. 647 Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923 Pension and Budget Integrity Act (PBIA) - H.R. 4035 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Plan Modernization Act - H.R. 5676 Information Needed for Financial Options Risk Mitigation (INFORM) Act - S. 3417 Retirement Lost and Found Act - a bill to increase portability of and access to retirement savings - S. 4192 Automatic 401 (k) Act Cybersecurity Defined benefit pension plan funding rules Environmental, Social and Governance (ESG) principals in investing Financial wellness Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory and Others Coronavirus COVID-19 Pandemic Response - including proposed and issued CARES and SECURE Acts guidance affecting employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Executive Order on Regulatory Relief to Support Economic Recovery Executive Order on Promoting Energy Infrastructure and Economic Growth Executive Order on Strengthening Retirement Security in America Department of Labor (EBSA) proposed rule amending the DOLs investment duties regulation - regarding ESG investments in retirement plans DOL - Interim Final Rule on Lifetime Income Illustration Requirements DOL/EBSA - proposed rule on proxy voting DOL/Treasury/IRS -Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments under SECURE Act DOL - Default Electronic Disclosure by Employee Pension Benefits Plans - Final Rule DOL - New Investment Advice Fiduciary Rules Presidential Memorandum on Deferring Payroll Tax Obligations in Light of the Ongoing COVID-19 Disaster Presidential Memorandum on Continued Student Loan Payment Relief During the COVID-19 Pandemic SEC Best Interest Final Rule - clarification of regular rate of pay application to benefits Cybersecurity Defined Benefit Plan Pension funding & stabilization reform - single employer plans Emergency savings Executive compensation ERISA pleading standards ERISA Uniformity Excise tax on private foundations Form 5500 Reporting IRS - Relief - Amended determination letter requests for statutory hybrid plans Missing Participants Mortality Tables - Improvements Multiemployer pension plan issues Non-discrimination issues affecting defined benefit plans - Additional Temporary Nondiscrimination Relief for Closed Defined Benefit Plans Paid leave proposals and issues PBGC funding delay guidance - revision to VRP guidance State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Required minimum distribution (RMD) rules Student loan repayment benefit
Inclusive Prosperity Act of 2019
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Coronavirus Preparedness and Response Supplemental Appropriations Act - H.R. 6074 (Public Law 116-123) Families First Coronavirus Response Act - H.R. 6201 (Public Law 116-127) Coronavirus Aid, Relief, and Economic Security Act (CARES) Act - H.R. 748 (Public Law 116-136) Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Womens Retirement Protection Act - S.975/H.R. 2005 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 Further Consolidated Appropriations Act, 2020 - H.R 1865 & H.R. 1158 - SECURE Act - H.R. 1994 Retirement Parity for Student Loans Act - S. 1428/H.R. 6276 Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act - H.R. 6800 The Heroes Act - revised pandemic relief and economic stimulus package (House Democratic Leadership) The Retirement Security & Savings Act - S. 1431 Wall Street Tax Act of 2019 - H.R. 1516/S. 647 Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923 Pension and Budget Integrity Act (PBIA) - H.R. 4035 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Plan Modernization Act - H.R. 5676 Information Needed for Financial Options Risk Mitigation (INFORM) Act - S. 3417 Retirement Lost and Found Act - a bill to increase portability of and access to retirement savings - S. 4192 Automatic 401 (k) Act Cybersecurity Defined benefit pension plan funding rules Environmental, Social and Governance (ESG) principals in investing Financial wellness Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory and Others Coronavirus COVID-19 Pandemic Response - including proposed and issued CARES and SECURE Acts guidance affecting employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Executive Order on Regulatory Relief to Support Economic Recovery Executive Order on Promoting Energy Infrastructure and Economic Growth Executive Order on Strengthening Retirement Security in America Department of Labor (EBSA) proposed rule amending the DOLs investment duties regulation - regarding ESG investments in retirement plans DOL - Interim Final Rule on Lifetime Income Illustration Requirements DOL/EBSA - proposed rule on proxy voting DOL/Treasury/IRS -Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments under SECURE Act DOL - Default Electronic Disclosure by Employee Pension Benefits Plans - Final Rule DOL - New Investment Advice Fiduciary Rules Presidential Memorandum on Deferring Payroll Tax Obligations in Light of the Ongoing COVID-19 Disaster Presidential Memorandum on Continued Student Loan Payment Relief During the COVID-19 Pandemic SEC Best Interest Final Rule - clarification of regular rate of pay application to benefits Cybersecurity Defined Benefit Plan Pension funding & stabilization reform - single employer plans Emergency savings Executive compensation ERISA pleading standards ERISA Uniformity Excise tax on private foundations Form 5500 Reporting IRS - Relief - Amended determination letter requests for statutory hybrid plans Missing Participants Mortality Tables - Improvements Multiemployer pension plan issues Non-discrimination issues affecting defined benefit plans - Additional Temporary Nondiscrimination Relief for Closed Defined Benefit Plans Paid leave proposals and issues PBGC funding delay guidance - revision to VRP guidance State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Required minimum distribution (RMD) rules Student loan repayment benefit
Inclusive Prosperity Act of 2019
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (pension plan relief and defined contribution plan issues) Coronavirus Preparedness and Response Supplemental Appropriations Act - H.R. 6074 (Public Law 116-123) Families First Coronavirus Response Act - H.R. 6201 (Public Law 116-127) Coronavirus Aid, Relief, and Economic Security Act (CARES) Act - H.R. 748 (Public Law 116-136) Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 Further Consolidated Appropriations Act, 2020 - H.R 1865 & H.R. 1158 - SECURE Act - H.R. 1994 Retirement Parity for Student Loans Act - S. 1428/H.R. 6276 The Retirement Security & Savings Act - S. 1431 Wall Street Tax Act of 2019 - H.R. 1516/S. 647 Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923 Retirement Security Preservation Act - S. 2352 Pension and Budget Integrity Act (PBIA) - H.R. 4035 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Plan Modernization Act - H.R. 5676 Information Needed for Financial Options Risk Mitigation (INFORM) Act - S. 3417 Tax Incentives for 401 (k) contributions Automatic 401 (k) Act Fiscal Year (FY) 2021 Budget Proposal Financial wellness Defined benefit pension plan funding rules PBGC premiums Environmental, Social and Governance (ESG) principals in investing Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) Cybersecurity Regulatory and Other Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (pension plan relief and defined contribution plan issues) Executive Order - Environmental, Social and Governance (ESG) principles in investing Executive Order on Strengthening Retirement Security in America SEC Best Interest Standard Guidance - clarification of regular rate of pay application to benefits Treasury/IRS -Pooled Employer Plans (PEPs) - comments under SERCURE Act Department of Labor Proposed Rule: Default Electronic Disclosure by Employee Pension Benefits Plans Lump sum payments to participants in pay status PBGC Proposed Rule on Lump Sum Payment Assumptions IRS Proposed New Rules under Section 162 (m) - executive compensation Cyber security DOL - Definition of Fiduciary Emergency savings ERISA Uniformity Excise tax on private foundations Form 5500 Reporting Missing Participants Mortality Tables - Improvements Multiple Employer Plans - MEPs Multiemployer pension plan issues Non-discrimination issues affecting defined benefit plans - Additional Temporary Nondiscrimination Relief for Closed Defined Benefit Plans Paid leave proposals and issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Required minimum distribution (RMD) rules related to 403 (b) plans Student loan repayment benefit
Inclusive Prosperity Act of 2019
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Coronavirus Preparedness and Response Supplemental Appropriations Act - H.R. 6074 (Public Law 116-123) Families First Coronavirus Response Act - H.R. 6201 (Public Law 116-127) Coronavirus Aid, Relief, and Economic Security Act (CARES) Act - H.R. 748 (Public Law 116-136) Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Womens Retirement Protection Act - S.975/H.R. 2005 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 Further Consolidated Appropriations Act, 2020 - H.R 1865 & H.R. 1158 - SECURE Act - H.R. 1994 Retirement Parity for Student Loans Act - S. 1428/H.R. 6276 Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act - H.R. 6800 The Heroes Act - revised pandemic relief and economic stimulus package (House Democratic Leadership) The Retirement Security & Savings Act - S. 1431 Wall Street Tax Act of 2019 - H.R. 1516/S. 647 Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923 Encouraging Americans to Save Act - S. 5035 Chris Allen Multiemployer Pension Recapitalization and Reform Act of 2020 - S. 5045 The Improving Access to Retirement Savings Act - S. 5064 Pension and Budget Integrity Act (PBIA) - H.R. 4035 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Plan Modernization Act - H.R. 5676 Information Needed for Financial Options Risk Mitigation (INFORM) Act - S. 3417 Retirement Lost and Found Act - a bill to increase portability of and access to retirement savings - S. 4192 Securing a Strong America - H.R. 8696 Retirees Sustainable Investment Policies Act - H.R. 8959 Sustainable Investment Policies Act of 2020 - H.R. 8960 Automatic 401 (k) Act Cybersecurity Defined benefit pension plan funding rules Environmental, Social and Governance (ESG) principals in investing Financial wellness Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory and Others Coronavirus COVID-19 Pandemic Response - including proposed and issued CARES and SECURE Acts guidance affecting employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Presidential Memorandum - protecting the pensions of American workers and calling for a review of the Pension Benefit Guaranty Corporations (PBGC) financial position. Executive Order on Regulatory Relief to Support Economic Recovery Executive Order on Promoting Energy Infrastructure and Economic Growth Executive Order on Strengthening Retirement Security in America Department of the Treasury (Treasury) and Internal Revenue Service (IRS) - Remote notarization Department of Labor (DOL), Employee Benefits Services Administration (EBSA) -Final rule amending the DOLs investment duties regulation - regarding ESG investments in retirement plans DOL - Interim Final Rule on Lifetime Income Illustration Requirements DOL/EBSA - final rule on proxy voting and shareholder rights DOL/Treasury/IRS -Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements DOL/Treasury/IRS - comments on need for service crediting guidance for PEPs DOL - Default Electronic Disclosure by Employee Pension Benefits Plans - Final Rule DOL - New Investment Advice Fiduciary Rules and related Prohibited Transaction Exemption Presidential Memorandum on Deferring Payroll Tax Obligations in Light of the Ongoing COVID-19 Disaster Presidential Memorandum on Continued Student Loan Payment Relief During the COVID-19 Pandemic SEC Best Interest Final Rule - clarification of regular rate of pay application to benefits Cybersecurity Defined Benefit Plan Pension funding & stabilization reform - single employer plans Emergency savings Executive compensation ERISA pleading standards ERISA Uniformity Excise tax on private foundations Form 5500 Reporting IRS - Relief - Amended determination letter requests for statutory hybrid plans Missing Participants - Guidance on escheatment of missing participant retirement accounts Mortality Tables - Improvements Multiemployer pension plan issues Non-discrimination issues affecting defined benefit plans - Additional Temporary Nondiscrimination Relief for Closed Defined Benefit Plans Paid leave proposals and issues PBGC funding delay guidance - revisions to VRP guidance State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Required minimum distribution (RMD) rules Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans
Inclusive Prosperity Act of 2019
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Coronavirus Preparedness and Response Supplemental Appropriations Act - H.R. 6074 (Public Law 116-123) Families First Coronavirus Response Act - H.R. 6201 (Public Law 116-127) Coronavirus Aid, Relief, and Economic Security Act (CARES) Act - H.R. 748 (Public Law 116-136) Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Womens Retirement Protection Act - S.975/H.R. 2005 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 Further Consolidated Appropriations Act, 2020 - H.R 1865 & H.R. 1158 - SECURE Act - H.R. 1994 Retirement Parity for Student Loans Act - S. 1428/H.R. 6276 Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act - H.R. 6800 The Retirement Security & Savings Act - S. 1431 Wall Street Tax Act of 2019 - H.R. 1516/S. 647 Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923 Pension and Budget Integrity Act (PBIA) - H.R. 4035 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Plan Modernization Act - H.R. 5676 Information Needed for Financial Options Risk Mitigation (INFORM) Act - S. 3417 Retirement Lost and Found Act - a bill to increase portability of and access to retirement savings - S. 4192 Automatic 401 (k) Act Cybersecurity Defined benefit pension plan funding rules Environmental, Social and Governance (ESG) principals in investing Financial wellness Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) PBGC premiums Tax Incentives for 401 (k) contributions Regulatory and Other Coronavirus COVID-19 Pandemic Response - including proposed and issued CARES Act guidance affecting employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Executive Order on Promoting Energy Infrastructure and Economic Growth DOL (EBSA) proposed rule amending the DOLs investment duties regulation - regarding ESG investments in retirement plans Executive Order on Strengthening Retirement Security in America SEC Best Interest Final Rule - clarification of regular rate of pay application to benefits DOL/Treasury/IRS -Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments under SERCURE Act Department of Labor - Default Electronic Disclosure by Employee Pension Benefits Plans - Final Rule Executive compensation Cybersecurity Defined Benefit Plan Pension funding & stabilization reform DOL - determination of fiduciary status Emergency savings ERISA Uniformity Excise tax on private foundations Form 5500 Reporting Missing Participants Mortality Tables - Improvements Multiemployer pension plan issues Non-discrimination issues affecting defined benefit plans - Additional Temporary Nondiscrimination Relief for Closed Defined Benefit Plans Paid leave proposals and issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Required minimum distribution (RMD) rules Student loan repayment benefit
Rehabilitation for Multiemployer Pensions Act of 2019
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Coronavirus Preparedness and Response Supplemental Appropriations Act - H.R. 6074 (Public Law 116-123) Families First Coronavirus Response Act - H.R. 6201 (Public Law 116-127) Coronavirus Aid, Relief, and Economic Security Act (CARES) Act - H.R. 748 (Public Law 116-136) Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Womens Retirement Protection Act - S.975/H.R. 2005 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 Further Consolidated Appropriations Act, 2020 - H.R 1865 & H.R. 1158 - SECURE Act - H.R. 1994 Retirement Parity for Student Loans Act - S. 1428/H.R. 6276 Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act - H.R. 6800 The Heroes Act - revised pandemic relief and economic stimulus package (House Democratic Leadership) The Retirement Security & Savings Act - S. 1431 Wall Street Tax Act of 2019 - H.R. 1516/S. 647 Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923 Encouraging Americans to Save Act - S. 5035 Chris Allen Multiemployer Pension Recapitalization and Reform Act of 2020 - S. 5045 The Improving Access to Retirement Savings Act - S. 5064 Pension and Budget Integrity Act (PBIA) - H.R. 4035 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Plan Modernization Act - H.R. 5676 Information Needed for Financial Options Risk Mitigation (INFORM) Act - S. 3417 Retirement Lost and Found Act - a bill to increase portability of and access to retirement savings - S. 4192 Securing a Strong America - H.R. 8696 Retirees Sustainable Investment Policies Act - H.R. 8959 Sustainable Investment Policies Act of 2020 - H.R. 8960 Automatic 401 (k) Act Cybersecurity Defined benefit pension plan funding rules Environmental, Social and Governance (ESG) principals in investing Financial wellness Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory and Others Coronavirus COVID-19 Pandemic Response - including proposed and issued CARES and SECURE Acts guidance affecting employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Presidential Memorandum - protecting the pensions of American workers and calling for a review of the Pension Benefit Guaranty Corporations (PBGC) financial position. Executive Order on Regulatory Relief to Support Economic Recovery Executive Order on Promoting Energy Infrastructure and Economic Growth Executive Order on Strengthening Retirement Security in America Department of the Treasury (Treasury) and Internal Revenue Service (IRS) - Remote notarization Department of Labor (DOL), Employee Benefits Services Administration (EBSA) -Final rule amending the DOLs investment duties regulation - regarding ESG investments in retirement plans DOL - Interim Final Rule on Lifetime Income Illustration Requirements DOL/EBSA - final rule on proxy voting and shareholder rights DOL/Treasury/IRS -Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements DOL/Treasury/IRS - comments on need for service crediting guidance for PEPs DOL - Default Electronic Disclosure by Employee Pension Benefits Plans - Final Rule DOL - New Investment Advice Fiduciary Rules and related Prohibited Transaction Exemption Presidential Memorandum on Deferring Payroll Tax Obligations in Light of the Ongoing COVID-19 Disaster Presidential Memorandum on Continued Student Loan Payment Relief During the COVID-19 Pandemic SEC Best Interest Final Rule - clarification of regular rate of pay application to benefits Cybersecurity Defined Benefit Plan Pension funding & stabilization reform - single employer plans Emergency savings Executive compensation ERISA pleading standards ERISA Uniformity Excise tax on private foundations Form 5500 Reporting IRS - Relief - Amended determination letter requests for statutory hybrid plans Missing Participants - Guidance on escheatment of missing participant retirement accounts Mortality Tables - Improvements Multiemployer pension plan issues Non-discrimination issues affecting defined benefit plans - Additional Temporary Nondiscrimination Relief for Closed Defined Benefit Plans Paid leave proposals and issues PBGC funding delay guidance - revisions to VRP guidance State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Required minimum distribution (RMD) rules Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans
Rehabilitation for Multiemployer Pensions Act of 2019
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Coronavirus Preparedness and Response Supplemental Appropriations Act - H.R. 6074 (Public Law 116-123) Families First Coronavirus Response Act - H.R. 6201 (Public Law 116-127) Coronavirus Aid, Relief, and Economic Security Act (CARES) Act - H.R. 748 (Public Law 116-136) Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Womens Retirement Protection Act - S.975/H.R. 2005 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 Further Consolidated Appropriations Act, 2020 - H.R 1865 & H.R. 1158 - SECURE Act - H.R. 1994 Retirement Parity for Student Loans Act - S. 1428/H.R. 6276 Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act - H.R. 6800 The Heroes Act - revised pandemic relief and economic stimulus package (House Democratic Leadership) The Retirement Security & Savings Act - S. 1431 Wall Street Tax Act of 2019 - H.R. 1516/S. 647 Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923 Pension and Budget Integrity Act (PBIA) - H.R. 4035 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Plan Modernization Act - H.R. 5676 Information Needed for Financial Options Risk Mitigation (INFORM) Act - S. 3417 Retirement Lost and Found Act - a bill to increase portability of and access to retirement savings - S. 4192 Automatic 401 (k) Act Cybersecurity Defined benefit pension plan funding rules Environmental, Social and Governance (ESG) principals in investing Financial wellness Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory and Others Coronavirus COVID-19 Pandemic Response - including proposed and issued CARES and SECURE Acts guidance affecting employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Executive Order on Regulatory Relief to Support Economic Recovery Executive Order on Promoting Energy Infrastructure and Economic Growth Executive Order on Strengthening Retirement Security in America Department of Labor (EBSA) proposed rule amending the DOLs investment duties regulation - regarding ESG investments in retirement plans DOL - Interim Final Rule on Lifetime Income Illustration Requirements DOL/EBSA - proposed rule on proxy voting DOL/Treasury/IRS -Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments under SECURE Act DOL - Default Electronic Disclosure by Employee Pension Benefits Plans - Final Rule DOL - New Investment Advice Fiduciary Rules Presidential Memorandum on Deferring Payroll Tax Obligations in Light of the Ongoing COVID-19 Disaster Presidential Memorandum on Continued Student Loan Payment Relief During the COVID-19 Pandemic SEC Best Interest Final Rule - clarification of regular rate of pay application to benefits Cybersecurity Defined Benefit Plan Pension funding & stabilization reform - single employer plans Emergency savings Executive compensation ERISA pleading standards ERISA Uniformity Excise tax on private foundations Form 5500 Reporting IRS - Relief - Amended determination letter requests for statutory hybrid plans Missing Participants Mortality Tables - Improvements Multiemployer pension plan issues Non-discrimination issues affecting defined benefit plans - Additional Temporary Nondiscrimination Relief for Closed Defined Benefit Plans Paid leave proposals and issues PBGC funding delay guidance - revision to VRP guidance State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Required minimum distribution (RMD) rules Student loan repayment benefit
Rehabilitation for Multiemployer Pensions Act of 2019
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (pension plan relief and defined contribution plan issues) Coronavirus Preparedness and Response Supplemental Appropriations Act - H.R. 6074 (Public Law 116-123) Families First Coronavirus Response Act - H.R. 6201 (Public Law 116-127) Coronavirus Aid, Relief, and Economic Security Act (CARES) Act - H.R. 748 (Public Law 116-136) Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 Further Consolidated Appropriations Act, 2020 - H.R 1865 & H.R. 1158 - SECURE Act - H.R. 1994 Retirement Parity for Student Loans Act - S. 1428/H.R. 6276 The Retirement Security & Savings Act - S. 1431 Wall Street Tax Act of 2019 - H.R. 1516/S. 647 Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923 Retirement Security Preservation Act - S. 2352 Pension and Budget Integrity Act (PBIA) - H.R. 4035 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Plan Modernization Act - H.R. 5676 Information Needed for Financial Options Risk Mitigation (INFORM) Act - S. 3417 Tax Incentives for 401 (k) contributions Automatic 401 (k) Act Fiscal Year (FY) 2021 Budget Proposal Financial wellness Defined benefit pension plan funding rules PBGC premiums Environmental, Social and Governance (ESG) principals in investing Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) Cybersecurity Regulatory and Other Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (pension plan relief and defined contribution plan issues) Executive Order - Environmental, Social and Governance (ESG) principles in investing Executive Order on Strengthening Retirement Security in America SEC Best Interest Standard Guidance - clarification of regular rate of pay application to benefits Treasury/IRS -Pooled Employer Plans (PEPs) - comments under SERCURE Act Department of Labor Proposed Rule: Default Electronic Disclosure by Employee Pension Benefits Plans Lump sum payments to participants in pay status PBGC Proposed Rule on Lump Sum Payment Assumptions IRS Proposed New Rules under Section 162 (m) - executive compensation Cyber security DOL - Definition of Fiduciary Emergency savings ERISA Uniformity Excise tax on private foundations Form 5500 Reporting Missing Participants Mortality Tables - Improvements Multiple Employer Plans - MEPs Multiemployer pension plan issues Non-discrimination issues affecting defined benefit plans - Additional Temporary Nondiscrimination Relief for Closed Defined Benefit Plans Paid leave proposals and issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Required minimum distribution (RMD) rules related to 403 (b) plans Student loan repayment benefit
Rehabilitation for Multiemployer Pensions Act of 2019
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Coronavirus Preparedness and Response Supplemental Appropriations Act - H.R. 6074 (Public Law 116-123) Families First Coronavirus Response Act - H.R. 6201 (Public Law 116-127) Coronavirus Aid, Relief, and Economic Security Act (CARES) Act - H.R. 748 (Public Law 116-136) Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Womens Retirement Protection Act - S.975/H.R. 2005 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 Further Consolidated Appropriations Act, 2020 - H.R 1865 & H.R. 1158 - SECURE Act - H.R. 1994 Retirement Parity for Student Loans Act - S. 1428/H.R. 6276 Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act - H.R. 6800 The Retirement Security & Savings Act - S. 1431 Wall Street Tax Act of 2019 - H.R. 1516/S. 647 Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923 Pension and Budget Integrity Act (PBIA) - H.R. 4035 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Plan Modernization Act - H.R. 5676 Information Needed for Financial Options Risk Mitigation (INFORM) Act - S. 3417 Retirement Lost and Found Act - a bill to increase portability of and access to retirement savings - S. 4192 Automatic 401 (k) Act Cybersecurity Defined benefit pension plan funding rules Environmental, Social and Governance (ESG) principals in investing Financial wellness Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) PBGC premiums Tax Incentives for 401 (k) contributions Regulatory and Other Coronavirus COVID-19 Pandemic Response - including proposed and issued CARES Act guidance affecting employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Executive Order on Promoting Energy Infrastructure and Economic Growth DOL (EBSA) proposed rule amending the DOLs investment duties regulation - regarding ESG investments in retirement plans Executive Order on Strengthening Retirement Security in America SEC Best Interest Final Rule - clarification of regular rate of pay application to benefits DOL/Treasury/IRS -Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments under SERCURE Act Department of Labor - Default Electronic Disclosure by Employee Pension Benefits Plans - Final Rule Executive compensation Cybersecurity Defined Benefit Plan Pension funding & stabilization reform DOL - determination of fiduciary status Emergency savings ERISA Uniformity Excise tax on private foundations Form 5500 Reporting Missing Participants Mortality Tables - Improvements Multiemployer pension plan issues Non-discrimination issues affecting defined benefit plans - Additional Temporary Nondiscrimination Relief for Closed Defined Benefit Plans Paid leave proposals and issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Required minimum distribution (RMD) rules Student loan repayment benefit
Pension and Budget Integrity Act of 2019
Client: AMERICAN BENEFITS COUNCIL · Firm: AMERICAN BENEFITS COUNCIL
Legislative Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Coronavirus Preparedness and Response Supplemental Appropriations Act - H.R. 6074 (Public Law 116-123) Families First Coronavirus Response Act - H.R. 6201 (Public Law 116-127) Coronavirus Aid, Relief, and Economic Security Act (CARES) Act - H.R. 748 (Public Law 116-136) Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Womens Retirement Protection Act - S.975/H.R. 2005 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 Further Consolidated Appropriations Act, 2020 - H.R 1865 & H.R. 1158 - SECURE Act - H.R. 1994 Retirement Parity for Student Loans Act - S. 1428/H.R. 6276 Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act - H.R. 6800 The Heroes Act - revised pandemic relief and economic stimulus package (House Democratic Leadership) The Retirement Security & Savings Act - S. 1431 Wall Street Tax Act of 2019 - H.R. 1516/S. 647 Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923 Encouraging Americans to Save Act - S. 5035 Chris Allen Multiemployer Pension Recapitalization and Reform Act of 2020 - S. 5045 The Improving Access to Retirement Savings Act - S. 5064 Pension and Budget Integrity Act (PBIA) - H.R. 4035 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Plan Modernization Act - H.R. 5676 Information Needed for Financial Options Risk Mitigation (INFORM) Act - S. 3417 Retirement Lost and Found Act - a bill to increase portability of and access to retirement savings - S. 4192 Securing a Strong America - H.R. 8696 Retirees Sustainable Investment Policies Act - H.R. 8959 Sustainable Investment Policies Act of 2020 - H.R. 8960 Automatic 401 (k) Act Cybersecurity Defined benefit pension plan funding rules Environmental, Social and Governance (ESG) principals in investing Financial wellness Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory and Others Coronavirus COVID-19 Pandemic Response - including proposed and issued CARES and SECURE Acts guidance affecting employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Presidential Memorandum - protecting the pensions of American workers and calling for a review of the Pension Benefit Guaranty Corporations (PBGC) financial position. Executive Order on Regulatory Relief to Support Economic Recovery Executive Order on Promoting Energy Infrastructure and Economic Growth Executive Order on Strengthening Retirement Security in America Department of the Treasury (Treasury) and Internal Revenue Service (IRS) - Remote notarization Department of Labor (DOL), Employee Benefits Services Administration (EBSA) -Final rule amending the DOLs investment duties regulation - regarding ESG investments in retirement plans DOL - Interim Final Rule on Lifetime Income Illustration Requirements DOL/EBSA - final rule on proxy voting and shareholder rights DOL/Treasury/IRS -Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements DOL/Treasury/IRS - comments on need for service crediting guidance for PEPs DOL - Default Electronic Disclosure by Employee Pension Benefits Plans - Final Rule DOL - New Investment Advice Fiduciary Rules and related Prohibited Transaction Exemption Presidential Memorandum on Deferring Payroll Tax Obligations in Light of the Ongoing COVID-19 Disaster Presidential Memorandum on Continued Student Loan Payment Relief During the COVID-19 Pandemic SEC Best Interest Final Rule - clarification of regular rate of pay application to benefits Cybersecurity Defined Benefit Plan Pension funding & stabilization reform - single employer plans Emergency savings Executive compensation ERISA pleading standards ERISA Uniformity Excise tax on private foundations Form 5500 Reporting IRS - Relief - Amended determination letter requests for statutory hybrid plans Missing Participants - Guidance on escheatment of missing participant retirement accounts Mortality Tables - Improvements Multiemployer pension plan issues Non-discrimination issues affecting defined benefit plans - Additional Temporary Nondiscrimination Relief for Closed Defined Benefit Plans Paid leave proposals and issues PBGC funding delay guidance - revisions to VRP guidance State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Required minimum distribution (RMD) rules Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans
Filing targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2021 · third_quarter · Q3
Legislative Build Back Better Act (BBBA) - retirement savings provisions Infrastructure Investment and Jobs Act (IIJA) - defined benefit pension stabilization option provision Automatic Retirement Plan Act (ARPA) Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 ABLE Employment Flexibility ACT (AEFA) - H.R. 4672 Womens Retirement Protection Act (WRPA) - S. 2446/H.R. 4678 Encouraging Americans to Save Act (EASA_ - S. 2452/H.R. 2913 Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Retirement Security Flexibility Act - S. 2602 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing ERISA Uniformity Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Extension of spousal consent to defined contribution plans Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans - implementation issues American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - PBGC, IRS - IFR - new assistance program for financially troubled multiemployer plans DOL/IRS/PBGC - Form 5500 reporting requirements - proposed rules and forms revisions PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS -Employee Plans Compliance Resolution System (EPCRS) - updated IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - Notice 2021-48 - guidance on single-employer pension plan relief included in the American Rescue Plan Act of 2021 (ARPA) DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements - temporary frequently asked questions (FAQs) - timing clarification DOL - redefinition of fiduciary DOL -de-risking of defined benefit pension plans Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Filing targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2021 · second_quarter · 2A
Legislative Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization FY2022 budget proposal Administration - Infrastructure proposal Automatic Retirement Plan Act (ARPA) Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization - implementation issues DOL - Independent Contractor Rule - withdrawal of final rule PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - - request for guidance on defined benefit funding implementation DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Form 5500 Reporting Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Filing targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2021 · second_quarter · Q2
Legislative Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization FY2022 budget proposal Administration - Infrastructure proposal Automatic Retirement Plan Act (ARPA) Improving Access to Retirement Savings Act - S. 1703 Retirement Savings Lost and Found Act - S. 1730 Retirement Parity for Student Loans Act - S. 1443/H.R. 2917 Financial Factors in Selecting Retirement Plan Investment Act - S. 1762 Retirement Security and Savings Act of 2021 - S. 1770 Enhancing Emergency and Retirement Savings Act of 2021 - S. 1870 Securing a Strong Retirement Act - H.R. 2954 Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory DOL - sub-regulatory guidance - reduction of cybersecurity risks for retirement plan sponsors American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization - implementation issues DOL - Independent Contractor Rule - withdrawal of final rule PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - final regulations - automatic postponements during Federally declared disasters DOL - Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - - request for guidance on defined benefit funding implementation DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - investment advice guidance and related prohibited transaction exemptions Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements Emergency savings Executive compensation ERISA Uniformity EEOC - workplace diversity data deadline (EEO-1) Component 1 data) Form 5500 Reporting Mortality Tables - improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans IRS Tax Forms W4-P and W4-R (suggesting changes)
Filing targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2021 · first_quarter · Q1
Legislative Consolidated Appropriations Act of 2021 - H.R. 133 (Public Law 116-260) - employer-sponsored retirement and other benefit plans American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization FY21 Budget Reconciliation Bill - single-employer pension funding stabilization FY22 Budget Reconciliation Bill Administration - Infrastructure proposal Automatic Retirement Plan Act (ARPA) SECURE 2.0 - (A Secure Retirement Act) - comprehensive bipartisan proposal Emergency Pension Plan Relief Act - H.R. 409 Emergency Pension Plan Relief Act - H.R. 423 Cybersecurity Environmental, Social and Governance (ESG) principals in investing Financial wellness, emergency savings Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory American Rescue Plan Act of 2021 - H.R. 1319, (Public Law 117-2) - single-employer pension funding stabilization - implementation issues DOL - Independent Contractor Rule - proposed withdrawal of final rule PBGC/IRS - Missing Participants - request for clarifying guidance on missing participant benefits DOL - best practices for missing participants IRS - proposed regulations on automatic postponements during Federally declared disasters IRS - Final Rule Exempting Volunteer Executives from Excise Tax White House Memorandum - Regulatory Freeze Pending Review Environmental, Social and Governance (ESG) investment and proxy voting guidance, temporary non-enforcement policy White House Memorandum - Modernizing Regulatory Review DOL (EBSA) - guidance on maximum duration of relief extending certain participant and plan deadlines resulting from COVID-19 Treasury/IRS - safe harbor correction method for automatic contribution arrangements IRS - mandatory 60-day postponement of certain tax-related deadlines Treasury/IRS - - request for guidance on defined benefit funding implementation DOL/Treasury/IRS - Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements, service crediting guidance and other issues DOL (EBSA) - confirmation of effective date of prohibited transaction exemption Treasury/IRS - Remote notarization DOL - Interim Final Rule on Lifetime Income Illustration Requirements Cybersecurity Emergency savings Executive compensation ERISA Uniformity Form 5500 Reporting Mortality Tables - Improvements Multiemployer pension plan issues Paid leave proposals and issues State retirement plan initiatives Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans
Filing targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2020 · fourth_quarter · Q4
Legislative Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Coronavirus Preparedness and Response Supplemental Appropriations Act - H.R. 6074 (Public Law 116-123) Families First Coronavirus Response Act - H.R. 6201 (Public Law 116-127) Coronavirus Aid, Relief, and Economic Security Act (CARES) Act - H.R. 748 (Public Law 116-136) Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Womens Retirement Protection Act - S.975/H.R. 2005 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 Further Consolidated Appropriations Act, 2020 - H.R 1865 & H.R. 1158 - SECURE Act - H.R. 1994 Retirement Parity for Student Loans Act - S. 1428/H.R. 6276 Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act - H.R. 6800 The Heroes Act - revised pandemic relief and economic stimulus package (House Democratic Leadership) The Retirement Security & Savings Act - S. 1431 Wall Street Tax Act of 2019 - H.R. 1516/S. 647 Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923 Encouraging Americans to Save Act - S. 5035 Chris Allen Multiemployer Pension Recapitalization and Reform Act of 2020 - S. 5045 The Improving Access to Retirement Savings Act - S. 5064 Pension and Budget Integrity Act (PBIA) - H.R. 4035 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Plan Modernization Act - H.R. 5676 Information Needed for Financial Options Risk Mitigation (INFORM) Act - S. 3417 Retirement Lost and Found Act - a bill to increase portability of and access to retirement savings - S. 4192 Securing a Strong America - H.R. 8696 Retirees Sustainable Investment Policies Act - H.R. 8959 Sustainable Investment Policies Act of 2020 - H.R. 8960 Automatic 401 (k) Act Cybersecurity Defined benefit pension plan funding rules Environmental, Social and Governance (ESG) principals in investing Financial wellness Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory and Others Coronavirus COVID-19 Pandemic Response - including proposed and issued CARES and SECURE Acts guidance affecting employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Presidential Memorandum - protecting the pensions of American workers and calling for a review of the Pension Benefit Guaranty Corporations (PBGC) financial position. Executive Order on Regulatory Relief to Support Economic Recovery Executive Order on Promoting Energy Infrastructure and Economic Growth Executive Order on Strengthening Retirement Security in America Department of the Treasury (Treasury) and Internal Revenue Service (IRS) - Remote notarization Department of Labor (DOL), Employee Benefits Services Administration (EBSA) -Final rule amending the DOLs investment duties regulation - regarding ESG investments in retirement plans DOL - Interim Final Rule on Lifetime Income Illustration Requirements DOL/EBSA - final rule on proxy voting and shareholder rights DOL/Treasury/IRS -Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments on registration requirements DOL/Treasury/IRS - comments on need for service crediting guidance for PEPs DOL - Default Electronic Disclosure by Employee Pension Benefits Plans - Final Rule DOL - New Investment Advice Fiduciary Rules and related Prohibited Transaction Exemption Presidential Memorandum on Deferring Payroll Tax Obligations in Light of the Ongoing COVID-19 Disaster Presidential Memorandum on Continued Student Loan Payment Relief During the COVID-19 Pandemic SEC Best Interest Final Rule - clarification of regular rate of pay application to benefits Cybersecurity Defined Benefit Plan Pension funding & stabilization reform - single employer plans Emergency savings Executive compensation ERISA pleading standards ERISA Uniformity Excise tax on private foundations Form 5500 Reporting IRS - Relief - Amended determination letter requests for statutory hybrid plans Missing Participants - Guidance on escheatment of missing participant retirement accounts Mortality Tables - Improvements Multiemployer pension plan issues Non-discrimination issues affecting defined benefit plans - Additional Temporary Nondiscrimination Relief for Closed Defined Benefit Plans Paid leave proposals and issues PBGC funding delay guidance - revisions to VRP guidance State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Required minimum distribution (RMD) rules Student loan repayment benefit PBGC/IRS - withholding issue for terminating plans
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2020 · third_quarter · Q3
Legislative Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Coronavirus Preparedness and Response Supplemental Appropriations Act - H.R. 6074 (Public Law 116-123) Families First Coronavirus Response Act - H.R. 6201 (Public Law 116-127) Coronavirus Aid, Relief, and Economic Security Act (CARES) Act - H.R. 748 (Public Law 116-136) Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Womens Retirement Protection Act - S.975/H.R. 2005 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 Further Consolidated Appropriations Act, 2020 - H.R 1865 & H.R. 1158 - SECURE Act - H.R. 1994 Retirement Parity for Student Loans Act - S. 1428/H.R. 6276 Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act - H.R. 6800 The Heroes Act - revised pandemic relief and economic stimulus package (House Democratic Leadership) The Retirement Security & Savings Act - S. 1431 Wall Street Tax Act of 2019 - H.R. 1516/S. 647 Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923 Pension and Budget Integrity Act (PBIA) - H.R. 4035 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Plan Modernization Act - H.R. 5676 Information Needed for Financial Options Risk Mitigation (INFORM) Act - S. 3417 Retirement Lost and Found Act - a bill to increase portability of and access to retirement savings - S. 4192 Automatic 401 (k) Act Cybersecurity Defined benefit pension plan funding rules Environmental, Social and Governance (ESG) principals in investing Financial wellness Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) Pension Benefit Guaranty Corporation (PBGC) premiums Tax Incentives for 401 (k) contributions Telework practices Regulatory and Others Coronavirus COVID-19 Pandemic Response - including proposed and issued CARES and SECURE Acts guidance affecting employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Executive Order on Regulatory Relief to Support Economic Recovery Executive Order on Promoting Energy Infrastructure and Economic Growth Executive Order on Strengthening Retirement Security in America Department of Labor (EBSA) proposed rule amending the DOLs investment duties regulation - regarding ESG investments in retirement plans DOL - Interim Final Rule on Lifetime Income Illustration Requirements DOL/EBSA - proposed rule on proxy voting DOL/Treasury/IRS -Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments under SECURE Act DOL - Default Electronic Disclosure by Employee Pension Benefits Plans - Final Rule DOL - New Investment Advice Fiduciary Rules Presidential Memorandum on Deferring Payroll Tax Obligations in Light of the Ongoing COVID-19 Disaster Presidential Memorandum on Continued Student Loan Payment Relief During the COVID-19 Pandemic SEC Best Interest Final Rule - clarification of regular rate of pay application to benefits Cybersecurity Defined Benefit Plan Pension funding & stabilization reform - single employer plans Emergency savings Executive compensation ERISA pleading standards ERISA Uniformity Excise tax on private foundations Form 5500 Reporting IRS - Relief - Amended determination letter requests for statutory hybrid plans Missing Participants Mortality Tables - Improvements Multiemployer pension plan issues Non-discrimination issues affecting defined benefit plans - Additional Temporary Nondiscrimination Relief for Closed Defined Benefit Plans Paid leave proposals and issues PBGC funding delay guidance - revision to VRP guidance State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Required minimum distribution (RMD) rules Student loan repayment benefit
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2020 · second_quarter · Q2
Legislative Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Coronavirus Preparedness and Response Supplemental Appropriations Act - H.R. 6074 (Public Law 116-123) Families First Coronavirus Response Act - H.R. 6201 (Public Law 116-127) Coronavirus Aid, Relief, and Economic Security Act (CARES) Act - H.R. 748 (Public Law 116-136) Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Womens Retirement Protection Act - S.975/H.R. 2005 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 Further Consolidated Appropriations Act, 2020 - H.R 1865 & H.R. 1158 - SECURE Act - H.R. 1994 Retirement Parity for Student Loans Act - S. 1428/H.R. 6276 Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act - H.R. 6800 The Retirement Security & Savings Act - S. 1431 Wall Street Tax Act of 2019 - H.R. 1516/S. 647 Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923 Pension and Budget Integrity Act (PBIA) - H.R. 4035 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Plan Modernization Act - H.R. 5676 Information Needed for Financial Options Risk Mitigation (INFORM) Act - S. 3417 Retirement Lost and Found Act - a bill to increase portability of and access to retirement savings - S. 4192 Automatic 401 (k) Act Cybersecurity Defined benefit pension plan funding rules Environmental, Social and Governance (ESG) principals in investing Financial wellness Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) PBGC premiums Tax Incentives for 401 (k) contributions Regulatory and Other Coronavirus COVID-19 Pandemic Response - including proposed and issued CARES Act guidance affecting employer-sponsored retirement and other benefit plans (defined benefit and defined contribution plans) Executive Order on Promoting Energy Infrastructure and Economic Growth DOL (EBSA) proposed rule amending the DOLs investment duties regulation - regarding ESG investments in retirement plans Executive Order on Strengthening Retirement Security in America SEC Best Interest Final Rule - clarification of regular rate of pay application to benefits DOL/Treasury/IRS -Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) - comments under SERCURE Act Department of Labor - Default Electronic Disclosure by Employee Pension Benefits Plans - Final Rule Executive compensation Cybersecurity Defined Benefit Plan Pension funding & stabilization reform DOL - determination of fiduciary status Emergency savings ERISA Uniformity Excise tax on private foundations Form 5500 Reporting Missing Participants Mortality Tables - Improvements Multiemployer pension plan issues Non-discrimination issues affecting defined benefit plans - Additional Temporary Nondiscrimination Relief for Closed Defined Benefit Plans Paid leave proposals and issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Required minimum distribution (RMD) rules Student loan repayment benefit
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2020 · first_quarter · Q1
Legislative Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (pension plan relief and defined contribution plan issues) Coronavirus Preparedness and Response Supplemental Appropriations Act - H.R. 6074 (Public Law 116-123) Families First Coronavirus Response Act - H.R. 6201 (Public Law 116-127) Coronavirus Aid, Relief, and Economic Security Act (CARES) Act - H.R. 748 (Public Law 116-136) Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 Further Consolidated Appropriations Act, 2020 - H.R 1865 & H.R. 1158 - SECURE Act - H.R. 1994 Retirement Parity for Student Loans Act - S. 1428/H.R. 6276 The Retirement Security & Savings Act - S. 1431 Wall Street Tax Act of 2019 - H.R. 1516/S. 647 Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923 Retirement Security Preservation Act - S. 2352 Pension and Budget Integrity Act (PBIA) - H.R. 4035 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Plan Modernization Act - H.R. 5676 Information Needed for Financial Options Risk Mitigation (INFORM) Act - S. 3417 Tax Incentives for 401 (k) contributions Automatic 401 (k) Act Fiscal Year (FY) 2021 Budget Proposal Financial wellness Defined benefit pension plan funding rules PBGC premiums Environmental, Social and Governance (ESG) principals in investing Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) Cybersecurity Regulatory and Other Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (pension plan relief and defined contribution plan issues) Executive Order - Environmental, Social and Governance (ESG) principles in investing Executive Order on Strengthening Retirement Security in America SEC Best Interest Standard Guidance - clarification of regular rate of pay application to benefits Treasury/IRS -Pooled Employer Plans (PEPs) - comments under SERCURE Act Department of Labor Proposed Rule: Default Electronic Disclosure by Employee Pension Benefits Plans Lump sum payments to participants in pay status PBGC Proposed Rule on Lump Sum Payment Assumptions IRS Proposed New Rules under Section 162 (m) - executive compensation Cyber security DOL - Definition of Fiduciary Emergency savings ERISA Uniformity Excise tax on private foundations Form 5500 Reporting Missing Participants Mortality Tables - Improvements Multiple Employer Plans - MEPs Multiemployer pension plan issues Non-discrimination issues affecting defined benefit plans - Additional Temporary Nondiscrimination Relief for Closed Defined Benefit Plans Paid leave proposals and issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Required minimum distribution (RMD) rules related to 403 (b) plans Student loan repayment benefit
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2019 · fourth_quarter · Q4
Legislative Equality Act - H.R. 5/S. 788 Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 Further Consolidated Appropriations Act, 2020 - H.R 1865 & H.R. 1158 - SECURE Act - H.R. 1994 Retirement Parity for Student Loans Act - S. 1428 The Retirement Security & Savings Act - S. 1431 Wall Street Tax Act of 2019 - H.R. 1516/S. 647 Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923 Retirement Security Preservation Act - S. 2352 Pension and Budget Integrity Act (PBIA) - H.R. 4035 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Tax Incentives for 401 (k) contributions Automatic 401 (k) Act Financial wellness Fiscal Year 2020 Budget Proposal Defined benefit pension plan funding rules PBGC premiums Environmental, Social and Governance (ESG) principals in investing Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) Cybersecurity Regulatory and Other Executive Order - Environmental, Social and Governance (ESG) principles in investing Executive Order on Strengthening Retirement Security in America SEC Best Interest Standard Guidance - clarification of regular rate of pay application to benefits Department of Labor Proposed Rule: Default Electronic Disclosure by Employee Pension Benefits Plans Lump sum payments to participants in pay status PBGC Proposed Rule on Lump Sum Payment Assumptions IRS Proposed New Rules under Section 162 (m) - executive compensation Cyber security DOL - Definition of Fiduciary Emergency savings ERISA Uniformity Excise tax on private foundations Form 5500 Reporting Missing Participants Mortality Tables - Improvements Multiple Employer Plans - MEPs Multiemployer pension plan issues Non-discrimination issues affecting defined benefit plans - Additional Temporary Nondiscrimination Relief for Closed Defined Benefit Plans Paid leave proposals and issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Required minimum distribution (RMD) rules related to 403 (b) plans Student loan repayment benefit
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2019 · third_quarter · Q3
Legislative Equality Act - H.R. 5/S. 788 Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 Retirement Parity for Student Loans Act - S. 1428 The Retirement Security & Savings Act - S. 1431 Wall Street Tax Act of 2019 - H.R. 1516/S. 647 Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923 Retirement Security Preservation Act - S. 2352 Pension and Budget Integrity Act (PBIA) - H.R. 4035 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Tax Incentives for 401 (k) contributions Automatic 401 (k) Act Financial wellness Fiscal Year 2020 Budget Proposal Defined benefit pension plan funding rules PBGC premiums Environmental, Social and Governance (ESG) principals in investing Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) Cybersecurity Regulatory and Other Executive Order - Environmental, Social and Governance (ESG) principles in investing Executive Order on Strengthening Retirement Security in America ERISA Uniformity SEC Best Interest Standard Guidance - clarification of regular rate of pay application to benefits Cyber security DOL - Definition of Fiduciary Electronic communication and disclosure of benefits information Emergency savings Excise tax on private foundations Form 5500 Reporting Lump sum payments to participants in pay status Missing Participants Mortality Tables - Improvements Multiple Employer Plans - MEPs Multiemployer pension plan issues Non-discrimination issues affecting defined benefit plans Paid leave proposals and issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Required minimum distribution (RMD) rules related to 403 (b) plans Student loan repayment benefit
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2019 · second_quarter · Q2
Legislative Equality Act - H.R. 5/S. 788 Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Family Savings Act of 2019 - H.R. 1084 Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993 Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994 The Retirement Security & Savings Act - S. 1431 Tax Incentives for 401 (k) contributions Automatic 401 (k) Act Financial wellness Fiscal Year 2020 Budget Proposal Non-discrimination issues affecting defined benefit plans Defined benefit pension plan funding rules PBGC premiums Environmental, Social and Governance (ESG) principals in investing Regulatory and Other Executive Order - Environmental, Social and Governance (ESG) principles in investing Executive Order on Strengthening Retirement Security in America ERISA Uniformity SEC Best Interest Standard Guidance - clarification of regular rate of pay application to benefits Electronic communication and disclosure of benefits information Required minimum distribution (RMD) rules related to 403 (b) plans Multiple Employer Plans - MEPs Multiemployer pension plan issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Lump sum payments to participants in pay status Student loan repayment benefit Missing Participants Emergency savings Form 5500 Reporting Cyber security DOL - Definition of Fiduciary
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2019 · first_quarter · Q1
Legislative Equality Act - H.R. 5/S. 788 Retirement Security Act of 2019 - S. 321 Rehabilitation for Multiemployer Pensions Act - H.R. 397 Retirement Enhancement and Savings Act of 2019 - S. 972 Family Savings Act of 2019 - H.R. 1084 IRC and ERISA modify rules relating to multiple employer plans, pooled employer plans and PBGC premiums for CSEC plans - H.R. 1993 Setting Every Community Up for Retirement Enhancement Act of 2019 - H.R. 1994 The Retirement Security & Savings Act (Sens. Portman and Cardin) Tax Incentives for 401 (k) contributions Financial wellness Fiscal Year 2020 Budget Proposal Non-discrimination issues affecting defined benefit plans Defined benefit pension plan funding rules PBGC premiums Regulatory and Other Executive Order on Strengthening Retirement Security in America ERISA Uniformity Electronic communication and disclosure of benefits information Required minimum distribution (RMD) rules related to 403 (b) plans Multiple Employer Plans - MEPs Multiemployer pension plan issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Hardship Withdrawals Lump sum payments Student loan repayment benefit Missing Participants Emergency savings
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of, White House Office
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2018 · fourth_quarter · Q4
Legislative Protecting American Families Retirement Advice Act - H.R. 355 Pension and Budget Integrity Act of 2017 - S. 270/H.R. 761 Retirement Security for American Workers Act - H.R. 854 Retirement Security Preservation Act of 2017 - S.852/H.R. 1962 Lifetime Income Disclosure Act - S. 868/H.R. 2055 Shrinking Emergency Account Losses Act of 2017 (SEAL Act) - S. 940 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act - H.R. 2030 Keep Our Pension Promises Act - S. 1076 Affordable Retirement Advice Protection Act - S. 1321 Retirement Savings Lost and Found Act of 2018 - S. 2474/H.R. 6540 Retirement Enhancement and Savings Act (RESA) of 2018 - S. 2526/H.R. 5282 The Strengthening Financial Security Through Short-Term Savings Act - S. 3218 The Small Business Employees Retirement Enhancement Act - S.3219 The Refund to Rainy Day Savings Act - S. 3220 The Retirement Flexibility Act - S. 3221 Womens Pension Protection Act of 2018 - S. 3436/H.R. 7026 Protecting Taxpayers Act - S. 3278 Encouraging Americans to Save Act - S. 3636 Affordable Retirement Advice for Savers Act - H.R. 2823 Rightsizing Pension Premiums Act - H.R. 3596 The Protecting Adviser for Small Savers (PASS) Act of 2017 - H.R. 3857 Retirement Plan Modernization Act - H.R. 4158 Workflex in the 21st Century Act - H.R. 4219 Automatic Retirement Plan Act - H.R. 4523 Retirement Plan Simplification and Enhancement Act - H.R. 4524 Increasing Access to a Secure Retirement Act of 2017 - H.R. 4604 Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act - H.R 4610/ S. 3795 Small Business Add Value for Employees (SAVE) Act - H.R. 4637 Everyday Philanthropist Act - H.R. 6616 Tax Reform 2.0: The Family Savings Act - H.R. 6757: The Protecting Family and Small Business Tax Cuts Act - H.R. 6760; The American Innovations Act - H.R. 6756 The Portable Retirement and Investment Account Act of 2018 - H.R. 6990 Retirement Parity for Student Loans Act of 2018 - S. 3771 Retirement Security & Savings Act - S. 3781 Retirement, Savings, and Other Tax Relief Act of 2018 Tax Incentives for 401 (k) contributions Financial literacy The Bipartisan Budget Act of 2018 Consolidated Appropriations Act of 2018 Fiscal Year 2019 budget proposal - provisions affecting employer-sponsored benefits Regulatory and Other Executive Order on Strengthening Retirement Security in America ERISA Preemption Federal disaster tax, filing and reporting relief for employers and individuals Electronic communication and disclosure of benefits information Mortality tables Non-discrimination issues affecting defined benefit plans Defined benefit pension plan funding rules PBGC premiums PBGC Early Warning Program Hybrid plan rules, including Pension Equity Plans Fiduciary Definition Executive & nonqualified deferred compensation Multiple Employer Plans - MEPs Multiemployer pension plan issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Hardship Withdrawals Lump sum payments Paid leave proposals and issues Student loan repayment benefit Missing Participants Independent Workers Emergency savings Pleading standards
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2018 · third_quarter · Q3
Legislative Protecting American Families Retirement Advice Act - H.R. 355 Pension and Budget Integrity Act of 2017 - S. 270/H.R. 761 Retirement Security for American Workers Act - H.R. 854 Retirement Security Preservation Act of 2017 - S.852/H.R. 1962 Lifetime Income Disclosure Act - S. 868/H.R. 2055 Shrinking Emergency Account Losses Act of 2017 (SEAL Act) - S. 940 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act - H.R. 2030 Keep Our Pension Promises Act - S. 1076 Affordable Retirement Advice Protection Act - S. 1321 Retirement Savings Lost and Found Act of 2018 - S. 2474/H.R. 6540 Retirement Enhancement and Savings Act (RESA) of 2018 - S. 2526/H.R. 5282 The Strengthening Financial Security Through Short-Term Savings Act - S. 3218 The Small Business Employees Retirement Enhancement Act - S.3219 The Refund to Rainy Day Savings Act - S. 3220 The Retirement Flexibility Act - S. 3221 Womens Pension Protection Act of 2018 - S. 3436/H.R. 7026 Protecting Taxpayers Act - S. 3278 Affordable Retirement Advice for Savers Act - H.R. 2823 Rightsizing Pension Premiums Act - H.R. 3596 The Protecting Adviser for Small Savers (PASS) Act of 2017 - H.R. 3857 Retirement Plan Modernization Act - H.R. 4158 Workflex in the 21st Century Act - H.R. 4219 Automatic Retirement Plan Act - H.R. 4523 Retirement Plan Simplification and Enhancement Act - H.R. 4524 Increasing Access to a Secure Retirement Act of 2017 - H.R. 4604 Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act - H.R 4610 Small Business Add Value for Employees (SAVE) Act - H.R. 4637 Everyday Philanthropist Act - H.R. 6616 Tax Reform 2.0: The Family Savings Act - H.R. 6757: The Protecting Family and Small Business Tax Cuts Act - H.R. 6760; The American Innovations Act - H.R. 6756 The Portable Retirement and Investment Account Act of 2018 - H.R. 6990 Tax Incentives for 401 (k) contributions Financial literacy The Bipartisan Budget Act of 2018 Consolidated Appropriations Act of 2018 Fiscal Year 2019 budget proposal - provisions affecting employer-sponsored benefits Regulatory and Other Executive Order on Strengthening Retirement Security in America ERISA Preemption Federal disaster tax, filing and reporting relief for employers and individuals Electronic communication and disclosure of benefits information Mortality tables Non-discrimination issues affecting defined benefit plans Defined benefit pension plan funding rules PBGC premiums PBGC Early Warning Program Hybrid plan rules, including Pension Equity Plans Fiduciary Definition Executive & nonqualified deferred compensation Multiple Employer Plans - MEPs Multiemployer pension plan issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Paid leave proposals and issues Student loan repayment benefit Missing Participants Independent Workers Emergency savings Pleading standards
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2018 · second_quarter · Q2
Legislative The Tax Cuts and Jobs Act - H.R. 1 Protecting American Families Retirement Advice Act - H.R. 355 Pension and Budget Integrity Act of 2017 - S. 270/H.R. 761 Retirement Security for American Workers Act - H.R. 854 Retirement Security Preservation Act of 2017 - S.852/H.R. 1962 Lifetime Income Disclosure Act - S. 868/H.R. 2055 Shrinking Emergency Account Losses Act of 2017 (SEAL Act) - S. 940 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act - H.R. 2030 Keep Our Pension Promises Act - S. 1076 Affordable Retirement Advice Protection Act - S. 1321 Retirement Savings Lost and Found Act of 2018 - S. 2474 Retirement Enhancement and Savings Act (RESA) of 2018 - S. 2526 Affordable Retirement Advice for Savers Act - H.R. 2823 Rightsizing Pension Premiums Act - H.R. 3596 The Protecting Adviser for Small Savers (PASS) Act of 2017 - H.R. 3857 Retirement Plan Modernization Act - H.R. 4158 Automatic Retirement Plan Act - H.R. 4523 Increasing Access to a Secure Retirement Act of 2017 - H.R. 4604 Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act - H.R 4610 Retirement Plan Simplification and Enhancement Act - H.R. 4524 Small Business Add Value for Employees (SAVE) Act - H.R. 4637 Tax Incentives for 401 (k) contributions The Bipartisan Budget Act of 2018 Consolidated Appropriations Act of 2018 Fiscal Year 2019 budget proposal - provisions affecting employer-sponsored benefits Regulatory and Other ERISA Preemption Federal disaster tax, filing and reporting relief for employers and individuals Electronic communication and disclosure of benefits information Mortality tables Non-discrimination issues affecting defined benefit plans PBGC premiums PBGC Early Warning Program Hybrid plan rules, including Pension Equity Plans Fiduciary Definition Executive & nonqualified deferred compensation Multiple Employer Plans - MEPs Multiemployer pension plan issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Paid leave proposals and issues Student loan repayment benefit Missing Participants Independent Workers Emergency savings Pleading standards
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2018 · first_quarter · Q1
Legislative The Tax Cuts and Jobs Act - H.R. 1 Protecting American Families Retirement Advice Act - H.R. 355 Pension and Budget Integrity Act of 2017 - S. 270/H.R. 761 Retirement Security for American Workers Act - H.R. 854 Retirement Security Preservation Act of 2017 - S.852/H.R. 1962 Lifetime Income Disclosure Act - S. 868/H.R. 2055 Shrinking Emergency Account Losses Act of 2017 (SEAL Act) - S. 940 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act - H.R. 2030 Keep Our Pension Promises Act - S. 1076 Affordable Retirement Advice Protection Act - S. 1321 Retirement Savings Lost and Found Act of 2018 - S. 2474 Affordable Retirement Advice for Savers Act - H.R. 2823 Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act - H.R 2656 Rightsizing Pension Premiums Act - H.R. 3596 The Protecting Adviser for Small Savers (PASS) Act of 2017 - H.R. 3857 Retirement Plan Modernization Act - H.R. 4158 Automatic Retirement Plan Act - H.R. 4523 Retirement Plan Simplification and Enhancement Act - H.R. 4524 Small Business Add Value for Employees (SAVE) Act - H.R. 4637 Retirement Enhancement and Savings Act of 2016 (RESA) Tax Incentives for 401 (k) contributions The Bipartisan Budget Act of 2018 Consolidated Appropriations Act of 2018 Fiscal Year 2019 budget proposal - provisions affecting employer-sponsored benefits Regulatory and Other ERISA Preemption Federal disaster tax, filing and reporting relief for employers and individuals Electronic communication and disclosure of benefits information Mortality table updates Non-discrimination issues affecting defined benefit plans PBGC premiums PBGC Early Warning Program Hybrid plan rules, including Pension Equity Plans Fiduciary Definition Rule - delay of applicability date Disability Benefits - final rule for certain claims procedures for disability plans Executive & nonqualified deferred compensation Multiple Employer Plans - MEPs Multiemployer pension plan issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Paid leave proposals and issues Student loan repayment benefit Missing Participants Independent Workers
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2017 · fourth_quarter · Q4
Legislative Protecting American Families Retirement Advice Act - H.R. 355 Pension and Budget Integrity Act of 2017 - S. 270/H.R. 761 Retirement Security for American Workers Act - H.R. 854 Retirement Security Preservation Act of 2017 - S.852/H.R. 1962 Lifetime Income Disclosure Act - S. 868/H.R. 2055 Shrinking Emergency Account Losses Act of 2017 (SEAL Act) - S. 940 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act - H.R. 2030 Keep Our Pension Promises Act - S. 1076 Affordable Retirement Advice Protection Act - S. 1321 Affordable Retirement Advice for Savers Act - H.R. 2823 Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act - H.R 2656 Rightsizing Pension Premiums Act - H.R. 3596 Disaster Tax Relief and Airport and Airway Extension Act of 2017 - H.R. 3823 The Protecting Adviser for Small Savers (PASS) Act of 2017 - H.R. 3857 Retirement Plan Modernization Act - H.R. 4158 Automatic Retirement Plan Act - H.R. 4523 Retirement Plan Simplification and Enhancement Act - H.R. 4524 Small Business Add Value for Employees (SAVE) Act - H.R. 4637 Retirement Enhancement and Savings Act of 2016 (RESA) The Tax Cuts and Jobs Act - H.R. 1 Tax Incentives for 401 (k) contributions Fiscal Year 2018 Budget Resolution: provisions impacting employer-sponsored benefits Regulatory and Other Federal disaster tax, filing and reporting relief for employers and individuals Electronic communication and disclosure of benefits information Mortality table updates Non-discrimination issues affecting defined benefit plans PBGC premiums PBGC Early Warning Program Hybrid plan rules, including Pension Equity Plans Fiduciary Definition Rule - delay of applicability date Presidential Executive Order: Reducing Regulation and Controlling Regulatory Cost Presidential Executive Order: Core Principles for Regulating the United States Financial System Joint Resolutions disapproving of the U.S. Department of Labors (DOL) regulations validating state-based retirement plans - H.J. RES. 66 & H. J. RES. 67 Disability Benefits - proposed regulation to delay or amend claims procedure final regulations for disability plans Financial soundness Executive & nonqualified deferred compensation Multiemployer pension plan issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Paid leave proposals and issues Student loan repayment benefit Missing Participants
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2017 · third_quarter · Q3
Legislative Protecting American Families Retirement Advice Act - H.R. 355 Pension and Budget Integrity Act of 2017 - S. 270/H.R. 761 Retirement Security for American Workers Act - H.R. 854 Retirement Security Preservation Act of 2017 - S.852/H.R. 1962 Lifetime Income Disclosure Act - S. 868/H.R. 2055 Shrinking Emergency Account Losses Act of 2017 (SEAL Act) - S. 940 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act - H.R. 2030 Keep Our Pension Promises Act - S. 1076 Affordable Retirement Advice Protection Act - S. 1321 Affordable Retirement Advice for Savers Act - H.R. 2823 Rightsizing Pension Premiums Act - H.R. 3596 Disaster Tax Relief and Airport and Airway Extension Act of 2017 - H.R. 3823 Retirement Enhancement and Savings Act of 2016 (RESA) Tax reform - tax incentives for employer sponsored retirement plans & other proposals Tax Incentives for 401 (k) contributions Fiscal Year 2018 Budget Resolution: provisions impacting employer-sponsored benefits Regulatory and Other Federal disaster tax, filing and reporting relief for employers and individuals Electronic communication and disclosure of benefits information Mortality table updates Non-discrimination issues affecting defined benefit plans PBGC premiums PBGC Early Warning Program Hybrid plan rules, including Pension Equity Plans Fiduciary Definition Rule - delay of applicability date Presidential Executive Order: Reducing Regulation and Controlling Regulatory Cost Presidential Executive Order: Core Principles for Regulating the United States Financial System Joint Resolutions disapproving of the U.S. Department of Labors (DOL) regulations validating state-based retirement plans - H.J. RES. 66 & H. J. RES. 67 Disability Benefits - proposed regulation to delay or amend claims procedure final regulations for disability plans Financial soundness Executive & nonqualified deferred compensation Multiemployer pension plan issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Paid leave proposals and issues Student loan repayment benefit Missing Participants
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2017 · second_quarter · 2A
Legislative Protecting American Families Retirement Advice Act - H.R. 355 Pension and Budget Integrity Act of 2017 - S. 270/H.R. 761 Retirement Security for American Workers Act - H.R. 854 Retirement Security Preservation Act of 2017 - S.852/H.R. 1962 Lifetime Income Disclosure Act - S. 868/H.R. 2055 Shrinking Emergency Account Losses Act of 2017 (SEAL Act) - S. 940 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act - H.R. 2030 Keep Our Pension Promises Act - S. 1076 Affordable Retirement Advice Protection Act - S. 1321 Affordable Retirement Advice for Savers Act - H.R. 2823 Regulatory and Other Electronic communication and disclosure of benefits information Mortality table updates Non-discrimination issues affecting defined benefit plans PBGC premiums PBGC Early Warning Program Hybrid plan rules, including Pension Equity Plans Fiduciary Definition Rule Presidential Executive Order: Reducing Regulation and Controlling Regulatory Cost Presidential Executive Order: Core Principles for Regulating the United States Financial System Joint Resolutions disapproving of the U.S. Department of Labors (DOL) regulations validating state-based retirement plans - H.J. RES. 66 & H. J. RES. 67 New Claims Procedures - Disability Benefits (DOL, EBSA) Executive & nonqualified deferred compensation Multiemployer pension plan issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Paid leave proposals and issues Student loan repayment benefit Missing Participants Tax reform - employer sponsored retirement tax incentives and other proposals Fiscal Year FY 2018 federal budget outline: provisions impacting employer-sponsored benefits
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2017 · first_quarter · 1A
Tax reform - employer sponsored retirement tax incentives and other proposals Protecting American Families Retirement Advice Act - H.R. 355 Pension and Budget Integrity Act of 2017 - S. 270/H.R. 761 Retirement Security for American Workers Act - H.R. 854 Bill to Amend the Employee Retirement Income Security act of 1974 (ERISA) to require a lifetime income disclosure - S. 868 Retirement Security Preservation Act of 2017 - S.852/H.R. 1962 Lifetime Income Disclosure Act - H.R. 2055 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act - H.R. 2030 Regulatory and Other Minimum Present Value Requirements for Distributions, Section 417(e) Mortality table updates Non-discrimination issues affecting defined benefit plans PBGC premiums PBGC Early Warning Program Hybrid plan rules, including Pension Equity Plans Fiduciary Definition Delay Presidential Executive Order: Reducing Regulation and Controlling Regulatory Cost Presidential Executive Order: Core Principles for Regulating the United States Financial System Joint Resolutions disapproving of the U.S. Department of Labors (DOL) regulations validating state-based retirement plans - H.J. RES. 66 & H. J. RES. 67 Un-cleared Swap Margin Requirements EEO-1 Form - annual Employer Information Report - Request for Review New Claims Procedures - Disability Benefits (DOL, EBSA) Executive & nonqualified deferred compensation Multiemployer pension plan issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Paid leave proposals and issues Student loan repayment benefit Missing Participants
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2017 · second_quarter · Q2
Legislative Protecting American Families Retirement Advice Act - H.R. 355 Pension and Budget Integrity Act of 2017 - S. 270/H.R. 761 Retirement Security for American Workers Act - H.R. 854 Retirement Security Preservation Act of 2017 - S.852/H.R. 1962 Lifetime Income Disclosure Act - S. 868/H.R. 2055 Shrinking Emergency Account Losses Act of 2017 (SEAL Act) - S. 940 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act - H.R. 2030 Keep Our Pension Promises Act - S. 1076 Affordable Retirement Advice Protection Act - S. 1321 Affordable Retirement Advice for Savers Act - H.R. 2823 Regulatory and Other Electronic communication and disclosure of benefits information Mortality table updates Non-discrimination issues affecting defined benefit plans PBGC premiums PBGC Early Warning Program Hybrid plan rules, including Pension Equity Plans Fiduciary Definition Rule Presidential Executive Order: Reducing Regulation and Controlling Regulatory Cost Presidential Executive Order: Core Principles for Regulating the United States Financial System Joint Resolutions disapproving of the U.S. Department of Labors (DOL) regulations validating state-based retirement plans - H.J. RES. 66 & H. J. RES. 67 New Claims Procedures - Disability Benefits (DOL, EBSA) Executive & nonqualified deferred compensation Multiemployer pension plan issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Paid leave proposals and issues Student loan repayment benefit Missing Participants Tax reform - employer sponsored retirement tax incentives and other proposals Fiscal Year FY 2018 federal budget outline: provisions impacting employer-sponsored benefits
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2017 · first_quarter · Q1
Tax reform - employer sponsored retirement tax incentives and other proposals Protecting American Families Retirement Advice Act - H.R. 355 Pension and Budget Integrity Act of 2017 - S. 270/H.R. 761 Retirement Security for American Workers Act - H.R. 854 Bill to Amend the Employee Retirement Income Security act of 1974 (ERISA) to require a lifetime income disclosure - S. 868 Retirement Security Preservation Act of 2017 - S.852/H.R. 1962 Lifetime Income Disclosure Act - H.R. 2055 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act - H.R. 2030 Regulatory and Other Minimum Present Value Requirements for Distributions, Section 417(e) Mortality table updates Non-discrimination issues affecting defined benefit plans PBGC premiums PBGC Early Warning Program Hybrid plan rules, including Pension Equity Plans Fiduciary Definition Delay Presidential Executive Order: Reducing Regulation and Controlling Regulatory Cost Presidential Executive Order: Core Principles for Regulating the United States Financial System Joint Resolutions disapproving of the U.S. Department of Labors (DOL) regulations validating state-based retirement plans - H.J. RES. 66 & H. J. RES. 67 Un-cleared Swap Margin Requirements EEO-1 Form - annual Employer Information Report - Request for Review New Claims Procedures - Disability Benefits (DOL, EBSA) Executive & nonqualified deferred compensation Multiemployer pension plan issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Paid leave proposals and issues Student loan repayment benefit Missing Participants
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2016 · fourth_quarter · Q4
FY 2017 Federal Budget Proposal - retirement policy initiatives Tax reform - employer sponsored retirement tax incentives House Republicans Tax Reform Task Force Defined Benefit Plan Issues Mortality table updates De-risking pensions methods Non-discrimination issues affecting defined benefit plans Retirement Security Preservation Act of 2016 (RSPA) PBGC premiums Hybrid plan rules, including Pension Equity Plans Pension Portability Act - S. 2147/H.R. 4029 Pension and Budget Integrity Act of 2016 - H.R. 4955/S. 3240 Defined Contribution Plan Issues Retirement plan coverage Lifetime income Plan fees Shrinking Emergency Account Losses (SEAL) Act - S. 324 Automatic IRA Act of 2015 - H.R. 506/S. 245 Retirement Security Act of 2015 - H.R. 557/S. 266 Retail Investors Protection Act - H.R. 1090 The Lifetime Income Disclosure Act - S. 1317/H.R. 2317 Retirement Savings Lost and Found Act of 2016 - S. 3078/H.R. 5805 Retirement Choice Protection Act of 2015 - H.R. 3922 Small Businesses Add Value for Employees Act (SAVE) Act of 2015 - H.R. 4067 Universal Savings Account Act - H.R. 4094 Womens Pension Protection Act of 2015 - S. 2110/H.R. 4235 Receiving Electronic Statements to Improve Retiree Earnings Act - H.R. 2656/S. 3417 Affordable Retirement Advice Protection (ARAP) Act - H.R. 4293 Strengthening Access to Valuable Education & Retirement Support (SAVERS) Act - H.R. 4294 Financial Choice Act of 2016 - H.R. 5983 Secure, Accessible, Valuable, Efficient, Universal Pension (SAVE UP) Act - H.R. 5731 Retirement Security for American Workers Act - H.R. 6396 EEOC Reform Act - S. 2693 Retirement Improvements and Savings Enhancements (RISE) Act of 2016 - Early Draft of retirement reform legislation Retirement Enhancement and Savings (RESA) Act - modified version Other Final Fiduciary Definition/Conflict of Interest Rule Proposed & New Revisions to EEO-1 Form - annual Employer Information Report New Claims Procedures - Disability Benefits (DOL, EBSA) Proposed Form 5500 Changes Executive & nonqualified deferred compensation Multiemployer pension plan issues Multiple employer plans (MEPs) State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Paid leave proposals and issues Student loan repayment benefit - Employer Participation in Student Loan Assistance Act - S. 2467/H.R. 3861 Missing Participants International pension issues, including cross-border pension funds
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2016 · third_quarter · Q3
FY 2017 Federal Budget Proposal - retirement policy initiatives Tax reform - employer sponsored retirement plans House Republicans Tax Reform Task Force Defined Benefit Plan Issues Mortality table updates De-risking pensions methods Non-discrimination issues affecting defined benefit plans PBGC premiums Hybrid plan rules Pension Portability Act - S. 2147/H.R. 4029 Pension and Budget Integrity Act of 2016 - H.R. 4955/S. 3240 Defined Contribution Plan Issues Retirement plan coverage Lifetime income Plan fees Shrinking Emergency Account Losses (SEAL) Act - S. 324 Automatic IRA Act of 2015 - H.R. 506/S. 245 Retirement Security Act of 2015 - H.R. 557/S. 266 Retail Investors Protection Act - H.R. 1090 The Lifetime Income Disclosure Act - S. 1317/H.R. 2317 Retirement Savings Lost and Found Act of 2016 - S. 3078/H.R. 5805 Retirement Choice Protection Act of 2015 - H.R. 3922 Small Businesses Add Value for Employees Act (SAVE) Act of 2015 - H.R. 4067 Womens Pension Protection Act of 2015 - S. 2110/H.R. 4235 Receiving Electronic Statements to Improve Retiree Earnings Act - H.R. 2656/S. 3417 Affordable Retirement Advice Protection (ARAP) Act - H.R. 4293 Strengthening Access to Valuable Education & Retirement Support (SAVERS) Act - H.R. 4294 Financial Choice Act of 2016 - H.R. 5983 Secure, Accessible, Valuable, Efficient, Universal Pension (SAVE UP) Act - H.R. 5731 EEOC Reform Act - S. 2693 Retirement Improvements and Savings Enhancements (RISE) Act of 2016 - Early Draft of retirement reform legislation Retirement Enhancement and Savings (RES) Act - modified version Final Fiduciary Definition/Conflict of Interest Rule Proposed & New Revisions to EEO-1 Form - annual Employer Information Report Proposed Form 5500 Changes Executive & nonqualified deferred compensation Multiemployer pension plan issues Multiple employer plans (MEPs) State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Paid leave proposals and issues - Healthy Families Act, S.497/H.R. 932, Working Families Flexibility Act, S. 233 Student loan repayment benefit - Employer Participation in Student Loan Assistance Act - S. 2467/H.R. 3861 Missing Participants
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2016 · second_quarter · Q2
FY 2017 Federal Budget Proposal - retirement policy initiatives Tax reform - employer sponsored retirement plans House Republicans Tax Reform Task Force Defined Benefit Plan Issues Mortality table updates De-risking pensions methods Non-discrimination issues affecting defined benefit plans PGBC premiums Hybrid plan rules Pension Portability Act - S. 2147/H.R. 4029 Pension and Budget Integrity Act of 2016 - H.R. 4955 Defined Contribution plan issues Lifetime income Plan fees Shrinking Emergency Account Losses (SEAL) Act - S. 324 Automatic IRA Act of 2015 - H.R. 506/S. 245 Retirement Security Act of 2015 - H.R. 557/S. 266 Retail Investors Protection Act - H.R. 1090 The Lifetime Income Disclosure Act - S. 1317/H.R. 2317 Retirement Savings Lost and Found Act of 2016 - S. 3078 Retirement Choice Protection Act of 2015 - H.R. 3922 Small Businesses Add Value for Employees Act (SAVE) Act of 2015 - H.R. 4067 Womens Pension Protection Act of 2015 - S. 2110/H.R. 4235 The Receiving Electronic Statements to Improve Retiree Earnings Act - H.R. 2656 Affordable Retirement Advice Protection (ARAP) Act - H.R. 4293 Strengthening Access to Valuable Education & Retirement Support (SAVERS) Act - H.R. 4294 Re-proposed Definition of Fiduciary Rule - Final Conflict of Interest Rule Executive & nonqualified deferred compensation Multiemployer pension plan issues Multiple employer plans (MEPs) Retirement plan access proposals - state retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Paid leave proposals and issues - Healthy Families Act, S.497/H.R. 932, Working Families Flexibility Act, S. 233 Student loan repayment benefit - Employer Participation in Student Loan Assistance Act - S. 2467/H.R. 3861 Missing Participants
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2016 · first_quarter · Q1
FY 2017 Federal Budget Proposal - retirement policy initiatives Tax reform - employer sponsored retirement plans Defined Benefit Plan Issues Mortality table updates De-risking pensions methods Non-discrimination issues affecting defined benefit plans PGBC premiums Hybrid plan rules Pension Portability Act - S. 2147/H.R. 4029 Defined Contribution plan issues Lifetime income Plan fees Shrinking Emergency Account Losses (SEAL) Act - S. 324 Automatic IRA Act of 2015 - H.R. 506/S. 245 Retirement Security Act of 2015 - H.R. 557/S. 266 Retail Investors Protection Act - H.R. 1090 The Lifetime Income Disclosure Act - S. 1317/H.R. 2317 Retirement Choice Protection Act of 2015 - H.R. 3922 Small Businesses Add Value for Employees Act (SAVE) Act of 2015 - H.R. 4067 Womens Pension Protection Act of 2015 - S. 2110/H.R. 4235 Affordable Retirement Advice Protection (ARAP) Act - H.R. 4293 Strengthening Access to Valuable Education & Retirement Support (SAVERS) Act - H.R. 4294 The Receiving Electronic Statements to Improve Retiree Earnings Act - H.R. 2656 Re-proposed Definition of Fiduciary Rule - Conflict of Interest Rule Executive & nonqualified deferred compensation Multiemployer pension plan issues Multiple employer plans (MEPs) Retirement plan access proposals - state retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Paid leave proposals and issues - Healthy Families Act, S.497/H.R. 932, Working Families Flexibility Act, S. 233 Student loan repayment benefit - Employer Participation in Student Loan Assistance Act - S. 2467/H.R. 3861
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2015 · fourth_quarter · Q4
Bipartisan Budget Act of 2015 (Defined benefit provisions) - H.R. 1314/Public Law No: 114-74 Consolidated Appropriations Act, 2016 (spending and tax extenders) Defined Benefit Plan Issues Mortality Table Updates De-Risking pensions methods Non-discrimination issues affecting defined benefit plans PBGC Issues Final hybrid plan rules Pension Protection Act: funding regulations Surface Transportation and Veterans Health Care Choice Improvement Act of 2015 - H.R. 3236 - Extension of Section 420 Transfers The Pension Accountability Act - S. 2147/H.R. 4029 Defined contribution plan issues Lifetime income Plan Fees Shrinking Emergency Account Losses (SEAL) Act - S. 324 Automatic IRA Act of 2015 - H.R. 506/S. 245 Retirement Security Act of 2015 - H.R. 557/S. 266 Retail Investors Protection Act - H.R. 1090 The Lifetime Income Disclosure Act - S. 1317/H.R. 2317 Retirement Choice Protection Act of 2015 - H.R. 3922 Small Businesses Add Value for Employees Act (SAVE) Act of 2015 - H.R. 4067 Womens Pension Protection Act of 2015 - S. 2110/H.R. 4235 Affordable Retirement Advice Protection (The ARAP) Act - H.R. 4293 Strengthening Access to Valuable Education and Retirement Support (SAVERS) Act - H.R. 4294 The Receiving Electronic Statements to Improve Retiree Earnings Act - H.R. 2656 Comprehensive Tax Reform for 2015 and Beyond - employer sponsored benefits Senate Finance Committee - Working Group on savings and investment - tax incentives for retirement in employer sponsored plans and improvements Other Issues Re-proposal Definition of Fiduciary Rule - conflict of interest rule Executive & Nonqualified deferred compensation Multiemployer pension plan issues Multiple Employer plans Retirement plan access proposals - state retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2015 · third_quarter · 3A
Administration FY 2016 Federal Budget Proposal - retirement plan proposals 2016 Budget Resolutions - House & Senate - benefits policy A Balanced Budget for a Stronger America - House Republican Budget Proposal - retirement related provisions Defined Benefit Plan Issues Mortality Table Updates De-Risking pensions methods Non-discrimination issues affecting defined benefit plans PBGC Issues Final Hybrid plan rules Pension Protection Act: funding regulations Surface Transportation and Veterans Health Care Choice Improvement Act of 2015 - H.R. 3236 - Extension of Section 420 Transfers Defined contribution plan issues Lifetime income Plan Fees Shrinking Emergency Account Losses (SEAL) Act - S. 324 Automatic IRA Act of 2015 - H.R. 506/S. 245 Retirement Security Act of 2015 - H.R. 557/S. 266 The Lifetime Income Disclosure Act - S. 1317 The Receiving Electronic Statements to Improve Retiree Earnings Act - H.R. 2656 Comprehensive Tax Reform for 2015 and Beyond - employer sponsored benefits - Senate Finance Committee - Working Group on savings and investment - tax incentives for retirement in employer sponsored plans and improvements Other Issues Re-proposal Definition of Fiduciary Rule - conflict of interest rule Executive & Nonqualified deferred compensation Multiemployer pension plan issues Multiple Employer plans ESOP dividend deduction Retirement plan access proposals - state retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2015 · third_quarter · Q3
Administration FY 2016 Federal Budget Proposal - retirement plan proposals 2016 Budget Resolutions - House & Senate - benefits policy A Balanced Budget for a Stronger America - House Republican Budget Proposal - retirement related provisions Defined Benefit Plan Issues Mortality Table Updates De-Risking pensions methods Non-discrimination issues affecting defined benefit plans PBGC Issues Final Hybrid plan rules Pension Protection Act: funding regulations Surface Transportation and Veterans Health Care Choice Improvement Act of 2015 - H.R. 3236 - Extension of Section 420 Transfers Defined contribution plan issues Lifetime income Plan Fees Shrinking Emergency Account Losses (SEAL) Act - S. 324 Automatic IRA Act of 2015 - H.R. 506/S. 245 Retirement Security Act of 2015 - H.R. 557/S. 266 The Lifetime Income Disclosure Act - S. 1317 The Receiving Electronic Statements to Improve Retiree Earnings Act - H.R. 2656 Comprehensive Tax Reform for 2015 and Beyond - employer sponsored benefits - Senate Finance Committee - Working Group on savings and investment - tax incentives for retirement in employer sponsored plans and improvements Other Issues Re-proposal Definition of Fiduciary Rule - conflict of interest rule Executive & Nonqualified deferred compensation Multiemployer pension plan issues Multiple Employer plans ESOP dividend deduction Retirement plan access proposals - state retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2015 · second_quarter · 2A
Administration FY 2016 Federal Budget Proposal - retirement plan proposals 2016 Budget Resolutions - House & Senate - benefits policy A Balanced Budget for a Stronger America - House Republican Budget Proposal - retirement related provisions Defined Benefit Plan Issues Mortality Table Updates De-Risking pensions methods Non-discrimination issues affecting defined benefit plans PBGC premiums Hybrid retirement plans -Treasury Department finalization of proposed regulations & legislation Pension Protection Act definition of liquidity shortfall Defined contribution plan issues Lifetime income illustration Roth 401(k)s and Roth IRAs Section 408 (b) (2) participant disclosure requirements Section 408 (b) (2) Guide Shrinking Emergency Account Losses (SEAL) Act - S. 324 Automatic IRA Act of 2015 - H.R. 506/S. 245 Retirement Security Act of 2015 - H.R. 557/S. 266 The Lifetime Income Disclosure Act - S. 1317 The Receiving Electronic Statements to Improve Retiree Earnings Act - H.R. 2656 Comprehensive Tax Reform for 2015 and Beyond - employer sponsored benefits - Senate Finance Committee - Working Group on savings and investment - tax incentives for retirement in employer sponsored plans and improvements Other Issues Re-proposal Definition of Fiduciary Rule - conflict of interest Executive & Deferred compensation - pay for performance, par ratio, timing of taxation, substantial risk of forfeiture, Internal Revenue Code Sec. 409A Derivatives issues (Dodd-Frank impact on retirement plan investments) Foreign Account Taxpayer Compliance Act (FATCA) - exemption for foreign retirement plans Regulation of Money Market Funds Multiemployer pension plan issues Multiple Employer plans ESOP dividend deduction Retirement plan access proposals - state retirement plan initiatives Death Master File (DMF) Taxation of distributions, minimum distribution requirements Plan administration - certification of hardship withdrawals and determination letter program
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2015 · second_quarter · Q2
Administration FY 2016 Federal Budget Proposal - retirement plan proposals 2016 Budget Resolutions - House & Senate - benefits policy A Balanced Budget for a Stronger America - House Republican Budget Proposal - retirement related provisions Defined Benefit Plan Issues Mortality Table Updates De-Risking pensions methods Non-discrimination issues affecting defined benefit plans PBGC premiums Hybrid retirement plans -Treasury Department finalization of proposed regulations & legislation Pension Protection Act definition of liquidity shortfall Defined contribution plan issues Lifetime income illustration Roth 401(k)s and Roth IRAs Section 408 (b) (2) participant disclosure requirements Section 408 (b) (2) Guide Shrinking Emergency Account Losses (SEAL) Act - S. 324 Automatic IRA Act of 2015 - H.R. 506/S. 245 Retirement Security Act of 2015 - H.R. 557/S. 266 The Lifetime Income Disclosure Act - S. 1317 The Receiving Electronic Statements to Improve Retiree Earnings Act - H.R. 2656 Comprehensive Tax Reform for 2015 and Beyond - employer sponsored benefits - Senate Finance Committee - Working Group on savings and investment - tax incentives for retirement in employer sponsored plans and improvements Other Issues Re-proposal Definition of Fiduciary Rule - conflict of interest Executive & Deferred compensation - pay for performance, par ratio, timing of taxation, substantial risk of forfeiture, Internal Revenue Code Sec. 409A Derivatives issues (Dodd-Frank impact on retirement plan investments) Foreign Account Taxpayer Compliance Act (FATCA) - exemption for foreign retirement plans Regulation of Money Market Funds Multiemployer pension plan issues Multiple Employer plans ESOP dividend deduction Retirement plan access proposals - state retirement plan initiatives Death Master File (DMF) Taxation of distributions, minimum distribution requirements Plan administration - certification of hardship withdrawals and determination letter program
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2015 · first_quarter · Q1
Administration FY 2016 Federal Budget Proposal - retirement plan proposals 2016 Budget Resolutions - House & Senate - benefits policy A Balanced Budget for a Stronger America - House Republican Budget Proposal - retirement related provisions White House Fact Sheet - Retirement reform proposals Tax reform - limitations on itemized deductions and exclusions affecting retirement savings Defined Benefit Plan Issues Mortality Table Updates De-Risking methods Non-discrimination issues affecting defined benefit plans PBGC premiums Pension Protection Act definition of liquidity shortfall Defined contribution plan issues Lifetime income illustration Roth 401(k)s and Roth IRAs Section 408 (b) (2) participant disclosure requirements Section 408 (b) (2) Guide Shrinking Emergency Account Losses (SEAL) Act - S. 324 Automatic IRA Act of 2015 - H.R. 506/S. 245 Retirement Security Act of 2015 - H.R. 557/S. 266 Comprehensive Tax Reform for 2015 and Beyond - employer sponsored benefits - Senate Finance Committee - Working Group on savings and investment - tax incentives for retirement in employer sponsored plans and improvements Other Issues Re-proposal Definition of Fiduciary Rule - conflict of interest Hybrid retirement plans -Treasury Department finalization of proposed regulations & legislation Executive compensation - pay for performance, timing of taxation, substantial risk of forfeiture, Internal Revenue Code Sec. 409A Derivatives issues (Dodd-Frank impact on retirement plan investments) Foreign Account Taxpayer Compliance Act (FATCA) - exemption for foreign retirement plans Regulation of Money Market Funds Multiemployer pension plan issues ESOP dividend deduction Retirement plan access proposals - state retirement plan initiatives Death Master File (DMF)
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2014 · fourth_quarter · Q4
Administration Proposed FY 2015 Budget MyRA proposal Cap on retirement savings Tax Incentives - limitation on itemized deductions and exclusions affecting retirement savings Defined Benefit Plan Issues Pension funding stabilization Mortality Tables De-Risking methods Preserving Americas Transit and Highways Act (PATH) of 2014 - pension funding stabilization (Senate Consolidated and Further Continuing Appropriations Act, 2015 - H.R. 83/Public Law No: 113-235, pension provisions Highway and Transportation Funding Act - H.R. 5021 (House) PBGC premiums A bill to clarify the definition of substantial cessation of operations under ERISA Section 4062 (e) - S. 2511 Retirement Security Preservation Act, non-discrimination provisions - S. 2855/H.R. 5381 Late retirement actuarial equivalence Pension Protection Act definition of liquidity shortfall Tax Increase Prevention Act, employee benefit plan provisions - H.R. 5771/ Public Law No: 113-295 (tax extenders; Achieving a Better Life Experience (ABLE) Act of 2013 - S. 313/H.R. 647) Defined contribution plan issues Automatic enrollment, automatic escalation Plan fees; Brokerage windows Investment advice to retirement plan participants, DOL definition of fiduciary Roth 401(k)s and Roth IRAs Electronic disclosure of retirement plan information, fees and distribution notices to participants Secure Annuities for Employee (SAFE) Retirement Act of 2013 - S. 1270 Retirement Plan Simplification And Enhancement Act of 2013 - H.R. 2117 Lifetime Income Disclosure Act - S. 1145/H.R. 2171 Retirement Security Act of 2014 - S. 1970/H.R. 4376 The Universal, Secure, and Adaptable (USA) Retirement Funds Act - S. 1979 21st Century Worker Tax Cut Act - S. 2162 - 162 m, (executive compensation) Tax Reform - employer-sponsored retirement plans Tax Reform Act of 2014 - H.R. 1 Comprehensive Tax Reform for 2015 and Beyond - Republican Staff, Committee on Finance, United States Senate Other Issues Hybrid retirement plans -Treasury Department finalization of proposed regulations & legislation Executive compensation - pay for performance, timing of taxation, substantial risk of forfeiture, Internal Revenue Code Sec. 409A, sec. 953(b) of Dodd-Frank (pay ratio provision) Derivatives issues (Dodd-Frank impact on retirement plan investments) Financial Accounting Standards Board (FASB) accounting rules for pensions and other post-employment benefits Foreign Account Taxpayer Compliance Act (FATCA) - exemption for foreign retirement plans Puerto Rico retirement plan regulation Regulation of Money Market Funds Multiemployer pension plan issues ESOP dividend deduction Disability plan automatic enrollment Inherited retirement plans including IRAs and tax treatment Defense of Marriage Act (DOMA), U.S. Supreme Court case - regulatory implementation issues related to retirement plan administration Retirement plan access proposals
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2014 · third_quarter · Q3
Administration Proposed FY 2015 Budget MyRA proposal Lifetime cap on retirement savings Tax Incentives - limitation on itemized deductions and exclusions affecting retirement savingsDefined Benefit Plan Issues Pension funding stabilization Mortality Tables De-Risking methods Preserving Americas Transit and Highways Act (PATH) of 2014 pension funding stabilization (Senate) Highway and Transportation Funding Act H.R. 5021 (House) PBGC premiums ERISA 4062(e) A bill to clarify the definition of substantial cessation of operations under ERISA Section 4062 (e) S. 2511 Retirement Security Preservation Act S. 2855 To amend the nondiscrimination provisions of the Internal Revenue Code of 1986 to protect older, longer service participants H.R. 5381 Late retirement actuarial equivalence Pension Protection Act definition of liquidity shortfall Tax Extenders Defined contribution plan issues Plan fees; Brokerage windows Investment advice to retirement plan participants, DOL definition of fiduciary Roth 401(k)s and Roth IRAs Electronic disclosure of retirement plan information, fees and distribution notices to participants Tax Reform Act of 2014 comprehensive tax reform discussion draft proposed changes to employee benefits tax policy Secure Annuities for Employee (SAFE) Retirement Act of 2013 S. 1270 Lifetime Income Disclosure Act S. 1145/H.R. 2171 Retirement Security Act of 2014 S. 1970/H.R. 4376 The Universal, Secure, and Adaptable (USA) Retirement Funds Act S. 1979 21st Century Worker Tax Cut Act S. 2162 162 m, (executive compensation) Achieving a Better Life Experience (ABLE) Act of 2013 S. 313/H.R. 647 Tax Extenders Other Issues Hybrid retirement plans Treasury Department finalization of proposed regulations & legislation Executive compensation pay for performance, timing of taxation, substantial risk of forfeiture, Internal Revenue Code Sec. 409A, sec. 953(b) of Dodd-Frank (pay ratio provision) Derivatives issues (Dodd-Frank impact on retirement plan investments) Financial Accounting Standards Board (FASB) accounting rules for pensions and other post-employment benefits Foreign Account Taxpayer Compliance Act (FATCA) exemption for foreign retirement plans Puerto Rico retirement plan regulation Regulation of Money Market Funds Multiemployer pension plan issues ESOP dividend deduction Disability plan automatic enrollment Inherited retirement plans including IRAs and tax treatment Defense of Marriage Act (DOMA), U.S. Supreme Court case regulatory implementation issues related to retirement plan administration
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2014 · second_quarter · Q2
Administration Proposed FY 2015 Budget MyRA proposal Lifetime cap on retirement savings Limitation on itemized deductions and exclusions affecting retirement savingsDefined Benefit Plan Issues Pension funding stabilization Preserving Americas Transit and Highways Act (PATH) of 2014 pension funding stabilization Emergency Unemployment Compensation Extension Act H.R. 3979 PBGC premiums ERISA 4062(e) Frozen defined benefit pension plans and impact of ERISA non-discrimination rules Pension Protection Act definition of liquidity shortfall Tax Extenders USA Retirement Funds Act S.1979 Defined contribution plan issues 401(k) plan loans Plan fees Investment advice to retirement plan participants, DOL definition of fiduciary Roth 401(k)s and Roth IRAs Electronic disclosure of retirement plan information, fees and notices to participants Tax Reform Act of 2014 comprehensive tax reform discussion draft proposed changes to employee benefits tax policy Secure Annuities for Employee (SAFE) Retirement Act of 2013 S. 1270 Lifetime Income: Lifetime Income Disclosure Act S. 1145/H.R. 2171 Retirement Security Act of 2014 S. 1970/H.R. 4376 The Universal, Secure, and Adaptable (USA) Retirement Funds Act S. 1979 21st Century Worker Tax Cut Act S. 2162 162 m, (executive compensation) The Cooperative and Small Employer Charity Pension Flexibility Act H.R. 4275/S. 1302 PL No. 113-97 Tax Extenders Other Issues Hybrid retirement plans Treasury Department finalization of proposed regulations Executive compensation pay for performance, timing of taxation, substantial risk of forfeiture, Internal Revenue Code Sec. 409A, sec. 953(b) of Dodd-Frank (pay ratio provision) Derivatives issues (Dodd-Frank impact on retirement plan investments) Financial Accounting Standards Board (FASB) accounting rules for pensions and other post-employment benefits Foreign Account Taxpayer Compliance Act (FATCA) exemption for foreign retirement plans Regulation of Money Market Funds Multiemployer pension plan issues Death Master File (DMF) access issues ESOP dividend deduction Inherited retirement plans including IRAs and tax treatment Defense of Marriage Act (DOMA), U.S. Supreme Court case regulatory implementation issues related to retirement plan administration Patriot Employer Tax Credit Act S.2540
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2014 · first_quarter · Q1
MyRA proposal Lifetime cap on retirement savings Limitation on itemized deductions and exclusions affecting retirement savingsDefined Benefit Plan Issues - Pension funding stabilization PBGC premiums ERISA 4062(e) Frozen defined benefit pension plans and impact of ERISA non-discrimination rules Pension Protection Act definition of liquidity shortfall Defined contribution plan issues 401(k) plan loans Plan fees Investment advice to retirement plan participants, DOL definition of fiduciary Roth 401(k)s and Roth IRAs Electronic disclosure of retirement plan information, fees and notices to participants Tax Reform Act of 2014 comprehensive tax reform discussion draft proposed changes to employee benefits tax policy Secure Annuities for Employee (SAFE) Retirement Act of 2013 S. 1270 Lifetime Income Disclosure Act S. 1145/H.R. 2171 Retirement Security Act of 2014 S. 1970 The Universal, Secure, and Adaptable (USA) Retirement Funds Act S. 1979 The Cooperative and Small Employer Charity Pension Flexibility Act H.R. 4275/S. 1302 Other Issues - Hybrid retirement plans Treasury Department finalization of proposed regulations Executive compensation pay for performance, timing of taxation, substantial risk of forfeiture, Internal Revenue Code Sec. 409A, sec. 953(b) of Dodd-Frank (pay ratio provision) Derivatives issues (Dodd-Frank impact on retirement plan investments) Financial Accounting Standards Board (FASB) accounting rules for pensions and other post-employment benefits Foreign Account Taxpayer Compliance Act (FATCA) exemption for foreign retirement plans Regulation of Money Market Funds Multiemployer pension plan issues Death Master File (DMF) access issues ESOP dividend deduction Inherited retirement plans including IRAs and tax treatment
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2013 · fourth_quarter · 4A
Fiscal Year 2014 Budget Proposal employer-sponsored retirement and health care benefits House Concurrent Resolution No. 25/Fiscal Year 2014 budget resolution; Path to Prosperity: A Responsible, Balanced BudgetSenate Concurrent Resolution No. 8/Fiscal Year 2014 budget resolution; Foundation for Growth: Restoring the Promise of American Opportunity Bipartisan Budget Act of 2013 American Taxpayer Relief Act of 2012 (ATRA) fiscal cliff, employee benefits provisions American Family Economic Protection Act Senate Sequester offset package Tax reform/Deficit reduction tax incentives for employer-sponsored pension and retirement savings plans Senate Finance Committee Tax Reform/Expenditures, Clean Slate proposals Tax Extenders Act of 2013 S. 1859 Financial Services Reform implementation of Dodd-Frank Wall Street Reform and Consumer Protection (Dodd-Frank) Act Burdensome Data Collection Relief Act H.R. 1135 Retail Investors Protection Act H.R. 2374 Pension Funding/Stabilization defined benefit pension funding stabilization and related plan issues - de-risking defined benefit (DB) plans, Nondiscrimination rules applicable to defined benefit (DB) plans/Frozen plan issues Moving Ahead for Progress in the 21st Century (MAP-21) Act of 2012 Retirement Savings Plan Issues Retirement Coverage & Adequacy Shrinking Emergency Account Losses Act of 2013 (SEAL Act) S. 606 Savings for American Families Future Act of 2013 H.R. 837 Cooperative and Small Employer Charity Pension Flexibility Act S. 1302 Secure Annuities for Employee (SAFE) Retirement Act of 2013 S. 1270 Lifetime Income Disclosure Act S. 1145/H.R. 2171 Retirement Plan Simplification and Enhancement Act of 2013 H.R. 2117 Pension modernization - The Retirement Crisis and a Plan to Solve It USA Retirement Funds Senate Health, Education, Labor & Pensions Committee Achieving a Better Life Experience (ABLE) Act H.R. 647/S. 313 Pension Benefit Guaranty Corporation (PBGC) premiums, calculation of deficit and related governance issues, proposed ERISA Section 4062 (e) regulations, rules for companies in bankruptcy, Lost, Missing Participants Investment Advice defined contribution plans, plan fees, definition of a fiduciary, investment options in 401(k) and similar participant-directed individual account plans, electronic communication, disclosure, plan administration and related issues, lifetime income illustrations Other Issues Hybrid retirement plan designs implementation of the Pension Protection Act (PPA), finalization of proposed regulations Health care provider compensation Internal Revenue Code Section 162 (m) (6) performance-based compensation Foreign bank account reporting, Report of Foreign Bank and Financial Accounts (FBAR) International Accounting Standards Board (IASB) accounting rules for pensions and other post-employment benefits
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2013 · third_quarter · Q3
Fiscal Year 2014 Budget Proposal employer-sponsored retirement and health care benefits House Concurrent Resolution No. 25/Fiscal Year 2014 budget resolution; Path to Prosperity: A Responsible, Balanced BudgetSenate Concurrent Resolution No. 8/Fiscal Year 2014 budget resolution; Foundation for Growth: Restoring the Promise of American Opportunity Bipartisan Budget Act of 2013 American Taxpayer Relief Act of 2012 (ATRA) fiscal cliff, employee benefits provisions American Family Economic Protection Act Senate Sequester offset package Tax reform/Deficit reduction tax incentives for employer-sponsored pension and retirement savings plans Senate Finance Committee Tax Reform/Expenditures, Clean Slate proposals Tax Extenders Act of 2013 S. 1859 Financial Services Reform implementation of Dodd-Frank Wall Street Reform and Consumer Protection (Dodd-Frank) Act Burdensome Data Collection Relief Act H.R. 1135 Retail Investors Protection Act H.R. 2374 Pension Funding/Stabilization defined benefit pension funding stabilization and related plan issues - de-risking defined benefit (DB) plans, Nondiscrimination rules applicable to defined benefit (DB) plans/Frozen plan issues Moving Ahead for Progress in the 21st Century (MAP-21) Act of 2012 Retirement Savings Plan Issues Retirement Coverage & Adequacy Shrinking Emergency Account Losses Act of 2013 (SEAL Act) S. 606 Savings for American Families Future Act of 2013 H.R. 837 Cooperative and Small Employer Charity Pension Flexibility Act S. 1302 Secure Annuities for Employee (SAFE) Retirement Act of 2013 S. 1270 Lifetime Income Disclosure Act S. 1145/H.R. 2171 Retirement Plan Simplification and Enhancement Act of 2013 H.R. 2117 Pension modernization - The Retirement Crisis and a Plan to Solve It USA Retirement Funds Senate Health, Education, Labor & Pensions Committee Achieving a Better Life Experience (ABLE) Act H.R. 647/S. 313 Pension Benefit Guaranty Corporation (PBGC) premiums, calculation of deficit and related governance issues, proposed ERISA Section 4062 (e) regulations, rules for companies in bankruptcy, Lost, Missing Participants Investment Advice defined contribution plans, plan fees, definition of a fiduciary, investment options in 401(k) and similar participant-directed individual account plans, electronic communication, disclosure, plan administration and related issues, lifetime income illustrations Other Issues Hybrid retirement plan designs implementation of the Pension Protection Act (PPA), finalization of proposed regulations Health care provider compensation Internal Revenue Code Section 162 (m) (6) performance-based compensation Foreign bank account reporting, Report of Foreign Bank and Financial Accounts (FBAR) International Accounting Standards Board (IASB) accounting rules for pensions and other post-employment benefits Foreign Account Taxpayer Compliance Act (FATCA) exemption for foreign retirement plans International benefits issues/Puerto Rican plan trust issues/Swaps Regulation of money market funds Multiemployer plan issues Distribution of retirement plan assets and notice requirements clarification of in-plan Roth conversions Financial Accounting Standards Board FASB/SEC Accounting Discount rules Retirement plan/Pension benefit statements Defense of Marriage Act (DOMA)/U.S. Supreme Court case regulatory implementation issues related to employer-sponsored health and retirement benefits Mutual fund plan issues Long-Term care policy
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2013 · third_quarter · Q3
FY 2014 Budget Proposal employer-sponsored retirement and health care benefits Path to Prosperity: A Responsible, Balanced Budget House Budget Committee proposed FY2014 budget resolutionFoundation for Growth: Restoring the Promise of American Opportunity Senate Budget Committee FY 2014 budget blueprint American Taxpayer Relief Act of 2012 (ATRA) fiscal cliff, employee benefits provisions American Family Economic Protection Act Senate Sequester offset package Tax reform/Deficit reduction tax incentives for employer-sponsored pension and retirement savings plans Senate Finance Committee Tax Reform/Expenditures, Clean Slate proposals Financial Services Reform implementation of Dodd-Frank Wall Street Reform and Consumer Protection (Dodd-Frank) Act Burdensome Data Collection Relief Act H.R. 1135 Pension Funding/Stabilization defined benefit pension funding stabilization and related plan issues - de-risking defined benefit (DB) plans, Nondiscrimination rules applicable to defined benefit (DB) plans/Frozen plan issues Moving Ahead for Progress in the 21st Century (MAP-21) Act of 2012 Retirement Savings Plan Issues Retirement Coverage & Adequacy Shrinking Emergency Account Losses Act of 2013 (SEAL Act) S. 606 Savings for American Families Future Act of 2013 H.R. 837 Student Loan Affordability Act S. 953 Cooperative and Small Employer Charity Pension Flexibility Act S. 1302 Secure Annuities for Employee (SAFE) Retirement Act of 2013 S. 1270 Lifetime Income Disclosure Act S. 1145/H.R. 2171 Retirement Plan Simplification and Enhancement Act of 2013 H.R. 2117 Pension modernization - The Retirement Crisis and a Plan to Solve It USA Retirement Funds Senate Health, Education, Labor & Pensions Committee Draft bi-partisan concurrent resolution tax incentives for retirement savings discussions Pension Benefit Guaranty Corporation (PBGC) premiums, calculation of deficit and related governance issues, proposed ERISA Section 4062 (e) regulations, rules for companies in bankruptcy, Lost, Missing Participants Investment Advice defined contribution plans, plan fees, definition of a fiduciary, investment options in 401(k) and similar participant-directed individual account plans, electronic communication and related issues, Lifetime income illustrations Other Issues Hybrid retirement plan designs implementation of the Pension Protection Act (PPA), finalization of proposed regulations De-risking defined benefit pension plans Health care provider compensation Internal Revenue Code Section 162 (m) (6) performance-based compensation Foreign bank account reporting, Report of Foreign Bank and Financial Accounts (FBAR) International Accounting Standards Board (IASB) accounting rules for pensions and other post-employment benefits Foreign Account Taxpayer Compliance Act (FATCA) exemption for foreign retirement plans International benefits issues/Puerto Rican plan trust issues Regulation of money market funds Multiemployer plan issues Distribution of retirement plan assets and notice requirements Financial Accounting Standards Board (FASB) retirement plans Commodity Pool Operator issues Retirement plan/Pension benefit statements Defense of Marriage Act (DOMA)/U.S. Supreme Court case regulatory implementation issues related to employer-sponsored health and retirement benefits Mutual fund plan issues
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2013 · second_quarter · Q2
FY 2014 Budget Proposal employer-sponsored retirement and health care benefits Path to Prosperity: A Responsible, Balanced Budget House Budget Committee proposed FY2014 budget resolutionFoundation for Growth: Restoring the Promise of American Opportunity Senate Budget Committee FY 2014 budget blueprint American Taxpayer Relief Act of 2012 (ATRA) fiscal cliff, employee benefits provisions American Family Economic Protection Act Senate Sequester offset package Tax reform/Deficit reduction tax incentives for employer-sponsored pension and retirement savings plans Senate Finance Committee Tax Reform/Expenditures, Clean Slate proposals Financial Services Reform implementation of Dodd-Frank Wall Street Reform and Consumer Protection (Dodd-Frank) Act Burdensome Data Collection Relief Act H.R. 1135 Pension Funding/Stabilization defined benefit pension funding stabilization and related plan issues - de-risking defined benefit (DB) plans, Nondiscrimination rules applicable to defined benefit (DB) plans/Frozen plan issues Moving Ahead for Progress in the 21st Century (MAP-21) Act of 2012 Retirement Savings Plan Issues Retirement Coverage & Adequacy Shrinking Emergency Account Losses Act of 2013 (SEAL Act) S. 606 Savings for American Families Future Act of 2013 H.R. 837 Student Loan Affordability Act S. 953 Lifetime Income Disclosure Act S. 1145/H.R. 2171 Retirement Plan Simplification and Enhancement Act of 2013 H.R. 2117 Pension modernization - The Retirement Crisis and a Plan to Solve It USA Retirement Funds Senate Health, Education, Labor & Pensions Committee Draft bi-partisan concurrent resolution tax incentives for retirement savings discussions Pension Benefit Guaranty Corporation (PBGC) premiums, calculation of deficit and related governance issues, proposed ERISA Section 4062 (e) regulations, rules for companies in bankruptcy, Lost & Missing Participants Investment Advice defined contribution plans, plan fees, definition of a fiduciary, investment options in 401(k) and similar participant-directed individual account plans, electronic communication and related issues Other Issues Hybrid retirement plan designs implementation of the Pension Protection Act (PPA), finalization of proposed regulations De-risking defined benefit pension plans Health care provider compensation Internal Revenue Code Section 162 (m) (6) performance-based compensation Foreign bank account reporting, Report of Foreign Bank and Financial Accounts (FBAR) International Accounting Standards Board (IASB) accounting rules for pensions and other post-employment benefits Foreign Account Taxpayer Compliance Act (FATCA) exemption for foreign retirement plans International benefits issues/Puerto Rican plan trust issues Domestic plan asset investment issues Regulation of money market funds Multiemployer plan issues Distribution of retirement plan assets and notice requirements Financial Accounting Standards Board (FASB) retirement plans Commodity Pool Operator issues Pension benefit statements Defense of Marriage Act (DOMA)/U.S. Supreme Court case implementation issues related to employer-sponsored health and retirement benefits
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2013 · first_quarter · Q1
Budget employer-sponsored retirement and health care benefits Path to Prosperity: A Responsible, Balanced Budget House Budget Committee proposed FY2014 budget resolutionFoundation for Growth: Restoring the Promise of American Opportunity Senate Budget Committee FY 2014 budget blueprint American Taxpayer Relief Act of 2012 (ATRA) fiscal cliff, employee benefits provisions American Family Economic Protection Act Senate Sequester offset package Tax reform/Deficit reduction tax incentives for employer-sponsored pension and retirement savings plans Financial Services Reform implementation of Dodd-Frank Wall Street Reform and Consumer Protection (Dodd-Frank) Act Pension Funding/Stabilization defined benefit pension funding stabilization and related plan issues - de-risking defined benefit (DB) plans, Nondiscrimination rules applicable to defined benefit (DB) plans Moving Ahead for Progress in the 21st Century (MAP-21) Act of 2012 Retirement Savings Plan Issues Retirement Coverage & Adequacy Shrinking Emergency Account Losses Act of 2013 (SEAL Act) S. 606 Savings for American Families Future Act of 2013 H.R. 837 Pension modernization - The Retirement Crisis and a Plan to Solve It USA Retirement Funds Senate Health, Education, Labor & Pensions Committee Draft bi-partisan concurrent resolution tax incentives for retirement savings discussions Pension Benefit Guaranty Corporation (PBGC) premiums, calculation of deficit and related governance issues, proposed ERISA Section 4062 (e) regulations, rules for companies in bankruptcy Investment Advice defined contribution plans, plan fees, definition of a fiduciary, investment options in 401(k) and similar participant-directed individual account plans, electronic communication and related issues Other Issues Hybrid retirement plan designs implementation of the Pension Protection Act (PPA), finalization of proposed regulations Health care provider compensation Internal Revenue Code Section 162 (m) (6) performance-based compensation Foreign bank account reporting, Report of Foreign Bank and Financial Accounts (FBAR) International Accounting Standards Board (IASB) accounting rules for pensions and other post-employment benefits Foreign Account Taxpayer Compliance Act (FATCA) exemption for foreign retirement plans International benefits issues/Puerto Rican plan trust issues Domestic plan asset investment issues Regulation of money market funds Multiemployer plan issues Distribution of retirement plan assets and notice requirements Financial Accounting Standards Board (FASB) retirement plans Commodity Pool Operator issues Pension benefit statements
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2012 · fourth_quarter · Q4
American Taxpayer Relief Act of 2012 H.R. 8 fiscal cliff, employee benefits provisions Lifetime Income Disclosure Act H.R. 677/S. 267 Financial Services Reform implementation of Dodd-Frank Wall Street Reform and Consumer Protection (Dodd-Frank) Act Burdensome Data Collection Relief Act - H.R. 1062 To Facilitate implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption - H.R. 1573 Swaps Bailout Prevention Act - H.R. 1838 To Improve Consideration by the Commodity Futures Trading Commission of the Costs and Benefits of its Regulations and Orders - H.R. 1840 SEC Regulatory Accountability Act - H.R. 2308 Swap Execution Facility Clarification Act - H.R. 2586 Business Risk Mitigation and Price Stabilization Act of 2011 - H.R. 2682 To exempt inter-affiliate swaps from certain regulatory requirements put in place by the Dodd-Frank Wall Street Reform and Consumer Protection Act - H.R. 2779 Pension Funding/Stabilization - defined benefit pension funding stabilization and related plan issues Pension Technical Modifications Act - H.R. 2656 Retirement Income Protection Act of 2011 - H.R. 3045 Savings Enhancement by Alleviating Leakage in 401 (k) Savings Act (SEAL 401 (k)) Act- H.R. 3287/S. 1020, S. 1121 Moving Ahead for Progress in the 21st Century (MAP-21) Act - S. 1813, S. 2343 - House/Senate passed version - H.R. 4348 (funding stabilization/Stop the Student Loan Interest Rate Hike Act of 2012) Retirement Savings Plan Issues Small Businesses Add Value for Employees Act of 2011 (SAVE Act) - H.R. 1534 Small Business Pension Protection Act of 2011 - H.R. 3561 Retirement Savings Security Act of 2011 - H.R. 3656 Automatic IRA Act of 2011 - S. 1557 Automatic IRA Act of 2012 - H.R. 4049 Retirement Plan Simplification and Enhancement Act - H.R. 4050 Bipartisan Concurrent Resolution (H.CON. RES. 101/S.CON.RES. 62) - tax incentives for retirement savings Worker Classification Issues Employee Misclassification Prevention Act - H.R. 3178/ Payroll Fraud Prevention Act - S. 770 Fair Playing Field Act of 2012 - H.R. 4123/S. 2145 (worker classification) Taxpayer Advocacy and Government Accountability Promotion (TAX GAP) Act - S. 1289 Rebuild America Act - S. 2252 Pension modernization - The Retirement Crisis and a Plan to Solve It - USA Retirement Funds - Senate Health, Education, Labor & Pensions Committee Pension Benefit Guaranty Corporation (PBGC) - premiums, calculation of deficit and related governance issues Investment Advice - defined contribution plans, plan fees, definition of a fiduciary, electronic communication and related issues Distribution of retirement plan assets Nondiscrimination rules applicable to defined benefit (DB) plans Financial Accounting Standards Board (FASB) - retirement plans De-risking - defined benefit (DB) plans Other Issues Tax reform employee benefits issues ERISA Advisory Council 2012 Discussion Topics disability insurance & retirement stability, plan beneficiary designations Hybrid retirement plan designs implementation of the Pension Protection Act (PPA), finalization of proposed regulations Health care provider compensation Internal Revenue Code Section 162 (m) (6) performance-based compensation Foreign bank account reporting, Report of Foreign Bank and Financial Accounts (FBAR) International Accounting Standards Board (IASB) accounting rules for pensions and other post-employment benefits Foreign Account Taxpayer Compliance Act (FATCA) exemption for foreign retirement plans International benefits issues/Puerto Rican plan trust issues Domestic plan asset investment issues Regulation of money market funds Multiemployer plan issues Definition of governmental plans Distribution of retirement plan assets Nondiscrimination rules applicable to defined benefit (DB) plans Financial Accounting Standards Board (FASB) retirement plans De-risking defined benefit (DB) plans
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2012 · third_quarter · Q3
Public Employee Pension Transparency Act H.R. 567 Lifetime Income Disclosure Act H.R. 677 Burdensome Data Collection Relief Act H.R. 1062 Small Businesses Add Value for Employees Act of 2011 (SAVE Act) H.R. 1534 To Facilitate implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption H.R. 1573 Would repeal provision in the Dodd-Frank Wall Street Act prohibiting federal bailout of swap dealers or participants H.R. 1838 To Improve Consideration by the Commodity Futures Trading Commission of the Costs and Benefits of its Regulations and Orders H.R. 1840 SEC Regulatory Accountability Act H.R. 2308 Swap Execution Facility Clarification Act H.R. 2586 Pension Technical Modifications Act H.R. 2656 Business Risk Mitigation and Price Stabilization Act of 2011 H.R. 2682 To Exempt inter-affiliate swaps from certain regulatory requirements put in place by the Dodd-Frank Wall Street Reform and Consumer Protection Act H.R. 2779 Retirement Income Protection Act of 2011 H.R. 3045 Hardship Outlays to protect Mortgagee Equity Act of 2011 H.R. 3104 Employee Misclassification Prevention Act H.R. 3178 Savings Enhancement by Alleviating Leakage in 401 (k) Savings Act of 2011 (SEAL 401 (k) Savings Act H.R. 3287 Small Business Pension Protection Act of 2011 H.R. 3561 Retirement Savings Security Act of 2011 H.R. 3656 Automatic IRA Act H.R. 4049 Retirement Plan Simplification and Enhancement Act H.R. 4050 Fair Playing Field Act of 2012 H.R. 4123 (worker classification) Moving Ahead for Progress in the 21st Century (MAP-21) Act S. 1813/ House/Senate passed version H.R. 4348 (funding stabilization) Pension Funding defined benefit pension funding stabilization, technical corrections for defined benefit pension plans, frozen defined benefit plan issues, single and multiemployer plans, nonqualified deferred compensation conditions, hedge fund/private equity investments Pension Benefit Guaranty Corporation (PBGC) calculation of deficit, proposed premium increase for plan sponsors, premium submission issues, ERISA Section 4062 (e), rules for companies in bankruptcy, investment strategy and governance issues, re-characterization of contributions, , partial termination enforcement, premium relief for certain delinquent plans Retirement Security/Investment Advice - defined contribution plan issues, 401 (k) plans: design and operation, automatic IRAs, plan limits, electronic communication, electronic disclosure guidance, re-proposal on definition of a fiduciary, investment advice, investment selection (target date funds), the Savers Credit, small business plans, lifetime income, nondiscrimination rules for retirement plans, alternative pension investments, accounting transparency for pensions, plan loans, tax expenditures, tax incentives for workplace retirement plans, tax reform, phased retirement, financial literacy, nonqualified deferred compensation, executive compensation, multiple employer plan issues, long-term care/disability policies (LTDs), disability insurance Transfer of Excess Pension Assets Bipartisan Concurrent Resolution (H.CON. RES. 101) supporting retirement savings tax incentives Nondiscrimination rules applicable to defined benefit (DB) plans Senate Lifetime Income Disclosure Act S. 267 Public Employee Pension Transparency Act S. 347 Repeal the CLASS Entitlement Act S. 720 Payroll Fraud Prevention Act S. 770 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act of 2011 (SEAL Act) S. 1020 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act of 2011 (SEAL Act) S. 1121 Taxpayer Advocacy and Government Accountability Promotion (TAX GAP) Act S. 1289 Automatic IRA Act of 2011 S. 1557 Hardship Outlays to protect Mortgagee Equity (HOME) Act S. 1656 Moving Ahead for Progress in the 21st Century (MAP-21) Act S. 1813/ Stop the Student Loan Interest Rate Hike Act of 2012 S. 2343, Senate/House passed version H.R. 4348 (funding stabilization) Fair Playing Field Act of 2012 S. 2145 (worker classification) Rebuild America Act S. 2252 Pension modernization - The Retirement Crisis and a Plan to Solve It USA Retirement Funds Senate Health, Education, Labor & Pensions Committee Pension funding defined benefit pension funding stabilization, defined benefit funding regulations/25-Year Averages of the Segment Rate, technical corrections for defined benefit pension plans, frozen defined benefit plan issues, single and multiemployer plans, nonqualified deferred compensation conditions, hedge fund/private equity investments Pension Benefit Guaranty Corporation (PBGC) calculation of deficit, proposed premium increase for plan sponsors, premium submission issues, ERISA Section 4062 (e), rules for companies in bankruptcy, investment strategy and governance issues, re-characterization of contributions, partial termination enforcement Retirement Security/Investment Advice defined contribution plan issues, 401 (k) plans: design and operation, automatic IRAs, plan limits, electronic communication, electronic disclosure guidance, re-proposal on definition of a fiduciary, investment advice, investment selection (target date funds), the Savers Credit, retirement savings plans for small businesses, lifetime income issues, nondiscrimination rules for retirement plans, alternative pension investments, accounting transparency for pensions, plan loans, tax expenditures, tax incentives for workplace retirement plans, tax reform, phased retirement, financial literacy, nonqualified deferred compensation, executive compensation, multiple employer plan issues, long-term disability policies (LTDs), disability insurance Nondiscrimination rules applicable to defined benefit (DB) plans Regulatory Retirement Report: Supporting Retirement for American Families; Lifetime Income Guidance Request for Information (RFI) streamlining regulations to reduce regulatory burdens - Improving Regulation and Regulatory Review Executive Order 13563 Semi-Annual Regulatory Agendas Departments of Labor, Treasury ERISA Advisory Council 2012 Discussion Topics disability insurance & retirement stability, plan beneficiary designations Financial Services Reform implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act - Restoring American Financial Stability Act of 2010 H.R. 4173, Public Law No: 111-203 Business conduct standards, segregation of swap collateral, pay ratio and other executive compensation disclosure issues, posting margin, stable value contracts Pension funding defined benefit pension funding stabilization, defined benefit funding stabilization regulations/25-Year Averages of the Segment Rate and lump sum valuation, adequacy of defined benefit vehicles, retirement plan designs, and tax treatment of expatriates Hybrid retirement plan designs implementation of the Pension Protection Act (PPA), finalization of proposed regulations Retirement Security/Investment advice disclosure of defined contribution plan fees under ERISA Section 408 (b) (2), plan limits, re-proposal of rule on definition of a fiduciary, pension benefit statements, amendment of abandoned plan program, ERISA claims procedures, investment selection and annuity issues, automatic/mandatory individual retirement accounts (IRAs), target date funds (TDFs) and qualified default investment alternatives (QDIAs); electronic disclosure of 401 (k) fee information, and defined benefit (DB) plans fiduciary requirements, 401 (k) participant fee disclosure regulations, in-plan Roth conversions issues RFI Electronic disclosure for employee benefit plans, electronic disclosure flexibility, longevity annuity contract regulations, partial annuity distribution regulations, income replacement Field Assistance Bulletin (FAB) 2012-02 Q & A 30 guidance on final regulations for participant-level retirement plan fee disclosure, brokerage windows, FAB 2012-02R (revision) Health care provider compensation Internal Revenue Code Section 162 (m) (6) performance-based compensation Pension Benefits Guaranty Corporation (PBGC) guidance related to pension funding stabilization and premiums, premium and premium filing, submission issues, proposed regulations proposed ERISA Section 4062 (e) regulations, rules for companies in bankruptcy, investment strategy and governance issues, re-characterization of contributions, partial termination enforcement, annual financial and actuarial reporting-ERISA Section 4010 Foreign bank account reporting, Report of Foreign Bank and Financial Accounts (FBAR) International Accounting Standards Board (IASB) accounting rules for pensions and other post-employment benefits Domestic plan asset investment issues International benefits issues/Puerto Rican plan trust issues Regulation of money market funds Multiemployer plan issues Public pension system issues Definition of governmental plans Worker classification issues Foreign Account Taxpayer Compliance Act (FATCA) exemption for foreign retirement plans Distribution of retirement plan assets Nondiscrimination rules applicable to defined benefit (DB) plans Financial Accounting Standards Board (FASB) retirement plans De-risking defined benefit (DB) plans
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2012 · second_quarter · Q2
Public Employee Pension Transparency Act H.R. 567 Lifetime Income Disclosure Act H.R. 677 Burdensome Data Collection Relief Act H.R. 1062 Small Businesses Add Value for Employees Act of 2011 (SAVE Act) H.R. 1534 To Facilitate implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption H.R. 1573 Would repeal provision in the Dodd-Frank Wall Street Act prohibiting federal bailout of swap dealers or participants H.R. 1838 To Improve Consideration by the Commodity Futures Trading Commission of the Costs and Benefits of its Regulations and Orders H.R. 1840 SEC Regulatory Accountability Act H.R. 2308 Swap Execution Facility Clarification Act H.R. 2586 Pension Technical Modifications Act H.R. 2656 Business Risk Mitigation and Price Stabilization Act of 2011 H.R. 2682 To Exempt inter-affiliate swaps from certain regulatory requirements put in place by the Dodd-Frank Wall Street Reform and Consumer Protection Act H.R. 2779 Retirement Income Protection Act of 2011 H.R. 3045 Hardship Outlays to protect Mortgagee Equity Act of 2011 H.R. 3104 Employee Misclassification Prevention Act H.R. 3178 Savings Enhancement by Alleviating Leakage in 401 (k) Savings Act of 2011 (SEAL 401 (k) Savings Act H.R. 3287 Small Business Pension Protection Act of 2011 H.R. 3561 Retirement Savings Security Act of 2011 H.R. 3656 Automatic IRA Act H.R. 4049 Retirement Plan Simplification and Enhancement Act H.R. 4050 Fair Playing Field Act of 2012 H.R. 4123 (worker classification) Moving Ahead for Progress in the 21st Century (MAP-21) Act S. 1813/ House/Senate passed version H.R. 4348 (funding stabilization) Fiscal Year 2012 & 2013 Budget Proposals budgetary impacts of retirement entitlement programs - PBGC insurance, premium issues, worker classification issues FY2013 GOP Budget Proposal Path to Prosperity Financial Services Reform implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act - Public Law No: 111-203 - pay ratio and other executive compensation disclosure issues, business conduct standards, segregation of swap collateral, posting margin Pension Funding defined benefit pension funding stabilization, technical corrections for defined benefit pension plans, frozen defined benefit plan issues, single and multiemployer plans, nonqualified deferred compensation conditions, hedge fund/private equity investments Pension Benefit Guaranty Corporation (PBGC) calculation of deficit, proposed premium increase for plan sponsors, premium submission issues, ERISA Section 4062 (e), rules for companies in bankruptcy, investment strategy and governance issues, re-characterization of contributions, , partial termination enforcement, premium relief for certain delinquent plans Retirement Security/Investment Advice - defined contribution plan issues, 401 (k) plans: design and operation, automatic IRAs, plan limits, electronic communication, electronic disclosure guidance, re-proposal on definition of a fiduciary, investment advice, investment selection (target date funds), the Savers Credit, small business plans, lifetime income, nondiscrimination rules for retirement plans, alternative pension investments, accounting transparency for pensions, plan loans, tax expenditures, tax incentives for workplace retirement plans, tax reform, phased retirement, financial literacy, nonqualified deferred compensation, executive compensation, multiple employer plan issues, long-term care/disability policies (LTDs), disability insurance Transfer of Excess Pension Assets Bipartisan Concurrent Resolution (H.CON. RES. 101) supporting retirement savings tax incentives Joint Select Committee on Deficit Reduction impact on employee benefits provisions PBGC premiums, contribution limits to defined contribution plans and worker classification issues Lifetime Income Disclosure Act S. 267 Public Employee Pension Transparency Act S. 347 Repeal the CLASS Entitlement Act S. 720 Payroll Fraud Prevention Act S. 770 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act of 2011 (SEAL Act) S. 1020 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act of 2011 (SEAL Act) S. 1121 Taxpayer Advocacy and Government Accountability Promotion (TAX GAP) Act S. 1289 Automatic IRA Act of 2011 S. 1557 Hardship Outlays to protect Mortgagee Equity (HOME) Act S. 1656 Moving Ahead for Progress in the 21st Century (MAP-21) Act S. 1813/ Stop the Student Loan Interest Rate Hike Act of 2012 S. 2343, Senate/House passed version H.R. 4348 (funding stabilization) Fair Playing Field Act of 2012 S. 2145 (worker classification) Rebuild America Act S. 2252 Fiscal Year 2012 & 2013 Budget Proposal budgetary impacts of retirement entitlement programs - PBGC insurance, premium issues, worker classification issues Financial Services Reform implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act - Restoring American Financial Stability Act of 2010 H.R. 4173, Public Law No: 111-203 pay ratio and other executive compensation disclosure issues, business conduct standards, segregation of swap collateral, posting margin Pension funding defined benefit pension funding stabilization, technical corrections for defined benefit pension plans, frozen defined benefit plan issues, single and multiemployer plans, nonqualified deferred compensation conditions, hedge fund/private equity investments Pension Benefit Guaranty Corporation (PBGC) calculation of deficit, proposed premium increase for plan sponsors, premium submission issues, ERISA Section 4062 (e), rules for companies in bankruptcy, investment strategy and governance issues, re-characterization of contributions, partial termination enforcement Retirement Security/Investment Advice defined contribution plan issues, 401 (k) plans: design and operation, automatic IRAs, plan limits, electronic communication, electronic disclosure guidance, re-proposal on definition of a fiduciary, investment advice, investment selection (target date funds), the Savers Credit, retirement savings plans for small businesses, lifetime income issues, nondiscrimination rules for retirement plans, alternative pension investments, accounting transparency for pensions, plan loans, tax expenditures, tax incentives for workplace retirement plans, tax reform, phased retirement, financial literacy, nonqualified deferred compensation, executive compensation, multiple employer plan issues, long-term disability policies (LTDs), disability insurance Joint Select Committee on Deficit Reduction -impact on employee benefits provisions, PBGC premiums, contribution limits to defined contribution plans and worker classification issues Transfer of Excess Pension Assets Equal Employment Opportunity Commission (EEOC) Final regulations on disparate impact, potential effects on retirement plans Retirement Report: Supporting Retirement for American Families; Lifetime Income Guidance Request for Information (RFI) streamlining regulations to reduce regulatory burdens - Improving Regulation and Regulatory Review Executive Order 13563 Semi-Annual Regulatory Agendas Departments of Labor, Treasury ERISA Advisory Council 2012 Discussion Topics Financial Services Reform implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act - Restoring American Financial Stability Act of 2010 H.R. 4173, Public Law No: 111-203 Business conduct standards, segregation of swap collateral, pay ratio and other executive compensation disclosure issues, posting margin, stable value contracts Pension funding defined benefit pension funding stabilization, adequacy of defined benefit vehicles, retirement plan designs, and tax treatment of expatriates Hybrid retirement plan designs implementation of the Pension Protection Act (PPA) Retirement Security/Investment advice disclosure of defined contribution plan fees under ERISA Section 408 (b) (2), plan limits, re-proposal of rule on definition of a fiduciary, pension benefit statements, amendment of abandoned plan program, ERISA claims procedures, investment selection and annuity issues, automatic/mandatory individual retirement accounts (IRAs), target date funds (TDFs) and qualified default investment alternatives (QDIAs); electronic disclosure of 401 (k) fee information, and defined benefit (DB) plans fiduciary requirements, 401 (k) participant fee disclosure regulations, in-plan Roth conversions issues RFI Electronic disclosure for employee benefit plans, electronic disclosure flexibility, longevity annuity contract regulations, partial annuity distribution regulations, income replacement Field Assistance Bulletin (FAB) 2012-02 Q & A guidance on final regulations for participant-level retirement plan fee disclosure, brokerage windows Health care provider compensation Internal Revenue Code Section 162 (m) (6) performance-based compensation Pension Benefits Guaranty Corporation (PBGC) - premium and premium filing, submission issues, proposed regulations proposed ERISA Section 4062 (e) regulations, rules for companies in bankruptcy, investment strategy and governance issues, re-characterization of contributions, partial termination enforcement Foreign bank account reporting, Report of Foreign Bank and Financial Accounts (FBAR) International Accounting Standards Board (IASB) accounting rules for pensions and other post-employment benefits Domestic plan asset investment issues International benefits issues/Puerto Rican plan trust issues Regulation of money market funds Multiemployer plan issues Public pension system issues Definition of governmental plans Worker classification issues Foreign Account Taxpayer Compliance Act (FATCA) exemption for foreign retirement plans Distribution of retirement plan assets
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2012 · first_quarter · Q1
Public Employee Pension Transparency Act H.R. 567 Lifetime Income Disclosure Act H.R. 677 Burdensome Data Collection Relief Act H.R. 1062 Fiscal Responsibility and Retirement Security Act of 2011 (To repeal the CLASS Program) H.R. Small Businesses Add Value for Employees Act of 2011 (SAVE Act) H.R. 1534 To Facilitate implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption H.R. 1573 Would repeal provision in the Dodd-Frank Wall Street Act prohibiting federal bailout of swap dealers or participants H.R. 1838 To Improve Consideration by the Commodity Futures Trading Commission of the Costs and Benefits of its Regulations and Orders H.R. 1840 SEC Regulatory Accountability Act H.R. 2308 Swap Execution Facility Clarification Act H.R. 2586 Pension Technical Modifications Act H.R. 2656 Business Risk Mitigation and Price Stabilization Act of 2011 H.R. 2682 To Exempt inter-affiliate swaps from certain regulatory requirements put in place by the Dodd-Frank Wall Street Reform and Consumer Protection Act H.R. 2779 Retirement Income Protection Act of 2011 H.R. 3045 Hardship Outlays to protect Mortgagee Equity Act of 2011 H.R. 3104 Employee Misclassification Prevention Act H.R. 3178 Savings Enhancement by Alleviating Leakage in 401 (k) Savings Act of 2011 (SEAL 401 (k) Savings Act H.R. 3287 Small Business Pension Protection Act of 2011 H.R. 3561 Automatic IRA Act H.R. 4049 Retirement Plan Simplification and Enhancement Act H.R. 4050 Fiscal Year 2012 & 2013 Budget Proposals budgetary impacts of retirement entitlement programs - PBGC insurance, premium issues, worker classification issues FY2013 GOP Budget Proposal Path to Prosperity Financial Services Reform implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act - Public Law No: 111-203 - pay ratio and other executive compensation disclosure issues, business conduct standards, segregation of swap collateral, posting margin Pension Funding pension funding stabilization, technical corrections for defined benefit pension plans, single and multiemployer plans, nonqualified deferred compensation conditions, hedge fund/private equity investments Pension Benefit Guaranty Corporation (PBGC) calculation of deficit, proposed premium increase for plan sponsors, premium submission issues, ERISA Section 4062 (e), rules for companies in bankruptcy, investment strategy and governance issues, re-characterization of contributions, , partial termination enforcement, premium relief for certain delinquent plans Retirement Security/Investment Advice - defined contribution plan issues, 401 (k) plans: design and operation, automatic IRAs, electronic communication, electronic disclosure guidance, re-proposal on definition of a fiduciary, investment advice, investment selection (target date funds), the Savers Credit, small business plans, lifetime income, nondiscrimination rules for retirement plans, alternative pension investments, accounting transparency for pensions, plan loans, tax expenditures, incentives for retirement plans, tax reform, phased retirement, financial literacy, nonqualified deferred compensation, executive compensation, multiple employer plan issues, long-term disability policies (LTDs), disability insurance Joint Select Committee on Deficit Reduction -impact on employee benefits provisions, PBGC premiums, contribution limits to defined contribution plans and worker classification issues Retirement Report: Supporting Retirement for American Families; Lifetime Income Guidance Request for Information (RFI) streamlining regulations to reduce regulatory burdens - Improving Regulation and Regulatory Review Executive Order 13563 Semi-Annual Regulatory Agendas Departments of Labor, Treasury ERISA Advisory Council 2012 Discussion Topics Financial Services Reform implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act - Restoring American Financial Stability Act of 2010 H.R. 4173, Public Law No: 111-203 Business conduct standards, segregation of swap collateral, pay ratio and other executive compensation disclosure issues, posting margin, stable value contracts Pension funding pension funding stabilization, adequacy of defined benefit vehicles, retirement plan designs, and tax treatment of expatriates Hybrid retirement plan designs implementation of the Pension Protection Act (PPA) Retirement Security/Investment advice disclosure of defined contribution plan fees under ERISA Section 408 (b) (2) , re-proposal of rule on definition of a fiduciary, pension benefit statement, amendment of abandoned plan program, ERISA claims procedures, investment selection and annuity issues, automatic/mandatory individual retirement accounts (IRAs), target date funds (TDFs) and qualified default investment alternatives (QDIAs); electronic disclosure of 401 (k) fee information, and defined benefit (DB) plans fiduciary requirements, 401 (k) participant fee disclosure regulations, in-plan Roth conversions issues RFI Electronic disclosure for employee benefit plans, electronic disclosure flexibility Health care provider compensation Internal Revenue Code Section 162 (m) (6) performance-based compensation Pension Benefits Guaranty Corporation (PBGC) - premium and premium filing, submission issues, proposed regulations proposed ERISA Section 4062 (e) regulations, rules for companies in bankruptcy, investment strategy and governance issues, re-characterization of contributions, partial termination enforcement Foreign bank account reporting, Report of Foreign Bank and Financial Accounts (FBAR) International Accounting Standards Board (IASB) accounting rules for pensions and other post-employment benefits Domestic plan asset investment issues International benefits issues/Puerto Rican plan trust issues Multiemployer plan issues Public pension system issues Plan audit issues Worker classification issues Foreign Account Taxpayer Compliance Act (FATCA) exemption for foreign retirement plans Distribution of retirement plan assets The Highway Investment, Job Creation, and Economic Growth Act of 2012 S. 1813 potential impacts to required minimum distribution (MRD) rules, Section 420 Transfers, Mass transit parity Lifetime Income Disclosure Act S. 267 Public Employee Pension Transparency Act S. 347 Repeal the CLASS Entitlement Act S. 720 Payroll Fraud Prevention Act S. 770 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act of 2011 (SEAL Act) S. 1020 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act of 2011 (SEAL Act) S. 1121 Taxpayer Advocacy and Government Accountability Promotion (TAX GAP) Act S. 1289 Automatic IRA Act of 2011 S. 1557 Hardship Outlays to protect Mortgagee Equity (HOME) Act S. 1656 Fiscal Year 2012 & 2013 Budget Proposal budgetary impacts of retirement entitlement programs - PBGC insurance, premium issues, worker classification issues Financial Services Reform implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act - Restoring American Financial Stability Act of 2010 H.R. 4173, Public Law No: 111-203 pay ratio and other executive compensation disclosure issues, business conduct standards, segregation of swap collateral, posting margin Pension funding pension funding stabilization, technical corrections for defined benefit pension plans, single and multiemployer plans, nonqualified deferred compensation conditions, hedge fund/private equity investments Pension Benefit Guaranty Corporation (PBGC) calculation of deficit, proposed premium increase for plan sponsors, premium submission issues, ERISA Section 4062 (e), rules for companies in bankruptcy, investment strategy and governance issues, re-characterization of contributions, partial termination enforcement Retirement Security/Investment Advice defined contribution plan issues, 401 (k) plans: design and operation, automatic IRAs, electronic communication, electronic disclosure guidance, re-proposal on definition of a fiduciary, investment advice, investment selection (target date funds), the Savers Credit, retirement savings plans for small businesses, lifetime income issues, nondiscrimination rules for retirement plans, alternative pension investments, accounting transparency for pensions, plan loans, tax expenditures, incentives for retirement plans, tax reform, phased retirement, financial literacy, nonqualified deferred compensation, executive compensation, multiple employer plan issues, long-term disability policies (LTDs), disability insurance Joint Select Committee on Deficit Reduction -impact on employee benefits provisions, PBGC premiums, contribution limits to defined contribution plans and worker classification issues
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2011 · fourth_quarter · Q4
Public Employee Pension Transparency Act - H.R. 567 Lifetime Income Disclosure Act - H.R. 677 Burdensome Data Collection Relief Act - H.R. 1062 Fiscal Responsibility and Retirement Security Act of 2011 (To repeal the CLASS Program) - H.R. 1173 Small Businesses Add Value for Employees Act of 2011 (SAVE Act) H.R. 1534 To Facilitate implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption H.R. 1573 Would repeal provision in the Dodd-Frank Wall Street Act prohibiting federal bailout of swap dealers or participants H.R. 1838 To Improve Consideration by the Commodity Futures Trading Commission of the Costs and Benefits of its Regulations and Orders H.R. 1840 SEC Regulatory Accountability Act H.R. 2308 Swap Execution Facility Clarification Act H.R. 2586 Pension Technical Modifications Act H.R. 2656 Business Risk Mitigation and Price Stabilization Act of 2011 H.R. 2682 Amends the Commodity Exchange Act and the Securities Exchange Act of 1934 H.R. 2779 Retirement Income Protection Act of 2011 H.R. 3045 Hardship Outlays to protect Mortgagee Equity Act of 2011 H.R. 3104 Employee Misclassification Prevention Act H.R. 3178 Savings Enhancement by Alleviating Leakage in 401 (k) Savings Act of 2011 (SEAL 401 (k) Savings Act H.R. 3287 Small Business Pension Protection Act of 2011 H.R. 3561 Fiscal Year 2012 Budget Proposal budgetary impacts of retirement entitlement programs - PBGC insurance, premium issues Comprehensive 1099 Taxpayer Protection and Repayment of Exchange Subsidy Overpayments Act of 2011 H.R. 4 Public Law No: 112-009 Financial Services Reform implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act - Public Law No: 111-203 Pension Funding - additional funding relief and reform, technical corrections for defined benefit pension plans, single and multiemployer plans, nonqualified deferred compensation conditions Pension Benefit Guaranty Corporation (PBGC) calculation of deficit, proposed premium increase for plan sponsors, premium submission issues, ERISA Section 4062 (e), rules for companies in bankruptcy, investment strategy and governance issues, re-characterization of contributions, , partial termination enforcement Retirement Security - defined contribution plan issues, 401 (k) plans: design and operation, automatic IRAs, electronic communication, electronic disclosure guidance, re-proposal on definition of a fiduciary, investment advice, investment selection (target date funds), the Savers Credit, retirement savings plans for small businesses, lifetime income issues, nondiscrimination rules for retirement plans, alternative pension investments, accounting transparency for pensions, plan loans, tax expenditures, incentives for retirement plans, tax reform, phased retirement, financial literacy, nonqualified deferred compensation, executive compensation, multiple employer plan issues, long-term disability policies (LTDs) National Commission on Fiscal Responsibility and Reform implications for benefits Joint Select Committee on Deficit Reduction impact on employee benefits provisions PBGC premiums, contribution limits to defined contribution plans and worker classification issues The American Jobs Act Lifetime Income Disclosure Act S. 267 Public Employee Pension Transparency Act S. 347 Repeal the CLASS Entitlement Act S. 720 Payroll Fraud Prevention Act S. 770 Savings Enhancement by Alleviating Leakage in 401 (k) Savings Act of 2011 (SEAL 401 (k) Act) S. 1020 Savings Enhancement by Alleviating Leakage in 401 (k) Savings Act of 2011 (SEAL 401 (k) Act) S. 1121 Taxpayer Advocacy and Government Accountability Promotion (TAX GAP) Act S. 1289 Automatic IRA Act of 2011 S. 1557 Hardship Outlays to protect Mortgagee Equity (HOME) Act S. 1656 National Commission on Fiscal Responsibility and Reform implications for benefits Fiscal Year 2012 Budget Proposal budgetary impacts of health and retirement entitlement programs, PBGC insurance, premium issues Financial Services Reform implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act - Restoring American Financial Stability Act of 2010 H.R. 4173, Public Law No: 111-203 Pension funding additional funding relief and reform, technical corrections for defined benefit pension plans, single and multiemployer plans, nonqualified deferred compensation conditions Pension Benefit Guaranty Corporation (PBGC) calculation of deficit, proposed premium increase for plan sponsors, premium submission issues, ERISA Section 4062 (e), rules for companies in bankruptcy, investment strategy and governance issues, re-characterization of contributions, partial termination enforcement Retirement Security defined contribution plan issues, 401 (k) plans: design and operation, automatic IRAs, electronic communication, electronic disclosure guidance, re-proposal on definition of a fiduciary, investment advice, investment selection (target date funds), the Savers Credit, retirement savings plans for small businesses, lifetime income issues, nondiscrimination rules for retirement plans, alternative pension investments, accounting transparency for pensions, plan loans, tax expenditures, incentives for retirement plans, tax reform, phased retirement, financial literacy, nonqualified deferred compensation, executive compensation, multiple employer plan issues, long-term disability policies (LTDs) National Commission on Fiscal Responsibility and Reform implications for benefits Joint Select Committee on Deficit Reduction - impact on employee benefits provisions PBGC premiums, contribution limits to defined contribution plans and worker classification issues The American Jobs Act Joint Select Committee on Deficit Reduction impact on employee benefits provisions PBGC premiums, worker classification issues Presidential Advisory Council on Financial Capability Request for Information (RFI) streamlining regulations to reduce regulatory burdens - Improving Regulation and Regulatory Review Executive Order 13563 2011-2012 Agency Guidance Priority List Financial Services Reform implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act - Restoring American Financial Stability Act of 2010 H.R. 4173, Public Law No: 111-203 proposed regulations related to swap trades; process for review of swaps for mandatory clearing; provisions common to registered entities, legal entity identification for financial contracts; swap data recordkeeping and reporting requirements; real-time reporting of swap transaction data; reporting, recordkeeping, and daily trading records requirements for swap dealers and major swap participants; unique counterparty identifiers; definition of swap dealer, security-based swap dealer, major swap participant, major security-based swap participant, eligible contract participant; swap data repository (SDR); business conduct standards for swap dealers and major swap participants with counterparties; transparency and accountability of derivatives market; regulation of over-the-counter swaps transactions; stable value contracts. Pension funding - adequacy of defined benefit vehicles, retirement plan designs, and tax treatment of expatriates Hybrid retirement plan designs implementation of the Pension Protection Act (PPA) Investment advice re-proposal of rule on definition of fiduciary, adequacy of defined contribution vehicles, investment selection and annuity issues, automatic/mandatory individual retirement accounts (IRAs), proposed regulations regarding target date funds (TDFs) and qualified default investment alternatives (QDIAs); electronic disclosure of 401 (k) fee information, disclosure for defined contribution (DC) and defined benefit (DB) plans and service providers -ERISA Section 408 (b) (2), Fiduciary requirements 401 (k) participant fee disclosure regulations, in-plan Roth conversions issues RFI Electronic disclosure for employee benefit plans Health care provider compensation Internal Revenue Code Section 162 (m) (6) performance-based compensation Pension Benefits Guaranty Corporation (PBGC) - premium and premium filing, submission issues, proposed regulations ERISA Section 4062 (e), rules for companies in bankruptcy, investment strategy and governance issues, re-characterization of contributions, partial termination enforcement Foreign bank account reporting, Report of Foreign Bank and Financial Accounts (FBAR) International Accounting Standards Board (IASB) accounting rules for pensions and other post-employment benefits Domestic plan asset investment issues International benefits issues/Puerto Rican plan trust issues Multiemployer plan issues Public pension system issues Plan audit issues Worker classification issues Foreign Account Taxpayer Compliance Act (FATCA) exemption for foreign retirement plans Plan distribution issues
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2011 · third_quarter · Q3
House Public Employee Pension Transparency Act - H.R. 567 Lifetime Income Disclosure Act - H.R. 677 Burdensome Data Collection Relief Act - H.R. 1062 Fiscal Responsibility and Retirement Security Act of 2011 (To repeal the CLASS Program) H.R. 1173 Small Businesses Add Value for Employees Act of 2011 (SAVE Act) H.R. 1534 To Facilitate implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption H.R. 1573 To Improve Consideration by the Commodity Futures Trading Commission of the Costs and Benefits of its Regulations and Orders H.R. 1840 SEC Regulatory Accountability Act H.R. 2308 Swap Execution Facility Clarification Act H.R. 2586 Pension Technical Modifications Act H.R. 2656 Retirement Income Protection Act of 2011 H.R. 3045 Fiscal Year 2012 Budget Proposal budgetary impacts of retirement entitlement programs - PBGC insurance, premium issues Comprehensive 1099 Taxpayer Protection and Repayment of Exchange Subsidy Overpayments Act of 2011 H.R. 4 Public Law No: 112-009 Financial Services Reform implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act - Public Law No: 111-203 Pension Funding - additional funding relief and reform, technical corrections for defined benefit pension plans, single and multiemployer plans, nonqualified deferred compensation conditions Pension Benefit Guaranty Corporation (PBGC) calculation of deficit, proposed premium increase for plan sponsors, premium submission issues, ERISA Section 4062 (e), rules for companies in bankruptcy, investment strategy and governance issues Retirement Security - defined contribution plan issues, 401 (k) plans: design and operation, automatic IRAs, electronic communication, re-proposal on definition of a fiduciary, investment advice, investment selection (target date funds), the Savers Credit, retirement savings plans for small businesses, lifetime income issues, nondiscrimination rules for retirement plans, alternative pension investments, accounting transparency for pensions, plan loans, tax expenditures, incentives for retirement plans, tax reform, phased retirement, financial literacy, nonqualified deferred compensation, executive compensation, multiple employer plan issues, long-term disability policies (LTDs) National Commission on Fiscal Responsibility and Reform implications for benefits Joint Select Committee on Deficit Reduction impact on employee benefits provisions PBGC premiums, worker classification issues The American Jobs Act Senate Lifetime Income Disclosure Act S. 267 Public Employee Pension Transparency Act S. 347 Repeal the CLASS Entitlement Act S. 720 Savings Enhancement by Alleviating Leakage in 401 (k) Savings Act of 2011 (SEAL 401 (k) Act) S. 1020 Savings Enhancement by Alleviating Leakage in 401 (k) Savings Act of 2011 (SEAL 401 (k) Act) S. 1121 Taxpayer Advocacy and Government Accountability Promotion (TAX GAP) Act S. 1289 Automatic IRA Act of 2011 S. 1557 National Commission on Fiscal Responsibility and Reform implications for benefits Fiscal Year 2012 Budget Proposal budgetary impacts of health and retirement entitlement programs, PBGC insurance, premium issues Financial Services Reform implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act - Restoring American Financial Stability Act of 2010 H.R. 4173, Public Law No: 111-203 Pension funding additional funding relief and reform, technical corrections for defined benefit pension plans, single and multiemployer plans, nonqualified deferred compensation conditions Pension Benefit Guaranty Corporation (PBGC) calculation of deficit, proposed premium increase for plan sponsors, premium submission issues, ERISA Section 4062 (e), rules for companies in bankruptcy, investment strategy and governance issues Retirement Security defined contribution plan issues, 401 (k) plans: design and operation, automatic IRAs, electronic communication, re-proposal on definition of a fiduciary, investment advice, investment selection (target date funds), the Savers Credit, retirement savings plans for small businesses, lifetime income issues, nondiscrimination rules for retirement plans, alternative pension investments, accounting transparency for pensions, plan loans, tax expenditures, incentives for retirement plans, tax reform, phased retirement, financial literacy, nonqualified deferred compensation, executive compensation, multiple employer plan issues, long-term disability policies (LTDs) National Commission on Fiscal Responsibility and Reform implications for benefits Joint Select Committee on Deficit Reduction impact on employee benefits provisions The American Jobs Act Regulatory White House - Joint Select Committee on Deficit Reduction impact on employee benefits provisions PBGC premiums, worker classification issues Presidential Advisory Council on Financial Capability Request for Information (RFI) streamlining regulations to reduce regulatory burdens - Improving Regulation and Regulatory Review Executive Order 13563 2011-2012 Agency Guidance Priority List Financial Services Reform implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act - Restoring American Financial Stability Act of 2010 H.R. 4173, Public Law No: 111-203 proposed regulations related to swap trades; process for review of swaps for mandatory clearing; provisions common to registered entities, legal entity identification for financial contracts; swap data recordkeeping and reporting requirements; real-time reporting of swap transaction data; reporting, recordkeeping, and daily trading records requirements for swap dealers and major swap participants; unique counterparty identifiers; definition of swap dealer, security-based swap dealer, major swap participant, major security-based swap participant, eligible contract participant; swap data repository (SDR); business conduct standards for swap dealers and major swap participants with counterparties; transparency and accountability of derivatives market; regulation of over-the-counter swaps transactions; stable value contracts Pension funding relief - adequacy of defined benefit vehicles, retirement plan designs, and tax treatment of expatriates Hybrid retirement plan designs implementation of the Pension Protection Act (PPA) Investment advice re-proposal of rule on definition of fiduciary, adequacy of defined contribution vehicles, investment selection and annuity issues, automatic/mandatory individual retirement accounts (IRAs), proposed regulations regarding target date funds (TDFs) and qualified default investment alternatives (QDIAs); electronic disclosure of 401 (k) fee information, disclosure for defined contribution (DC) and defined benefit (DB) plans and service providers -ERISA Section 408 (b) (2), Fiduciary requirements 401 (k) participant fee disclosure regulations, in-plan Roth conversions issues RFI Electronic disclosure for employee benefit plans Health care provider compensation Internal Revenue Code Section 162 (m) (6) performance-based compensation Pension Benefits Guaranty Corporation (PBGC) - premium and premium filing, submission issues, proposed regulations ERISA Section 4062 (e), rules for companies in bankruptcy, investment strategy and governance issues Foreign bank account reporting, Report of Foreign Bank and Financial Accounts (FBAR) International Accounting Standards Board (IASB) accounting rules for pensions and other post-employment benefits Domestic plan asset investment issues Puerto Rican plan trust issues Multiemployer plan issues Public pension system issues Plan audit issues Worker classification issues Foreign Account Taxpayer Compliance Act (FATCA) exemption for foreign retirement plans
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2011 · second_quarter · Q2
Public Employee Pension Transparency Act H.R. 567 Lifetime Income Disclosure Act H.R. 677 Burdensome Data Collection Relief Act H.R. 1062 Fiscal Responsibility and Retirement Security Act of 2011 (To repeal the CLASS Program) H.R. 1173 To Facilitate implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption H.R. 1573 Small Businesses Add Value for Employees Act of 2011 (SAVE Act) H.R. 1534 National Commission on Fiscal Responsibility and Reform implications for benefits Fiscal Year 2012 Budget Proposal budgetary impacts of retirement entitlement programs; PBGC insurance, premium issues Comprehensive 1099 Taxpayer Protection and Repayment of Exchange Subsidy Overpayments Act of 2011 H.R. 4 Public Law No: 112-009 Financial Services Reform implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act - Public Law No: 111-203 Pension Funding - additional funding relief and technical corrections for defined benefit pension plans, single and multiemployer plans, nonqualified deferred compensation conditions, PBGC calculation of deficit, proposed premium increase for plan sponsors, premium submission issues Retirement Security nonqualified deferred compensation, executive compensation, defined contribution plan issues, 401 (k) plans: design and operation, automatic IRAs, proposed definition of fiduciary, investment advice, investment selection (target date funds), the Savers Credit, retirement savings plans for small businesses, lifetime income issues, nondiscrimination rules for retirement plans, alternative pension investments, accounting transparency for pensions, plan loans, tax expenditures for retirement plans, tax reform, phased retirement, financial literacy, long-term disability policies (LTDs) Senate Lifetime Income Disclosure Act S. 267 Public Employee Pension Transparency Act S. 347 Repeal the CLASS Entitlement Act S. 720 Savings Enhancement by Alleviating Leakage in 401 (k) Savings Act of 2011 (SEAL 401 (k) Act) S. 1020 Savings Enhancement by Alleviating Leakage in 401 (k) Savings Act of 2011 (SEAL 401 (k) Act) S. 1121 National Commission on Fiscal Responsibility and Reform implications for benefits Fiscal Year 2012 Budget Proposal budgetary impacts of health and retirement entitlement programs, PBGC insurance, premium issues Financial Services Reform implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act - Restoring American Financial Stability Act of 2010 H.R. 4173, Public Law No: 111-203 Pension funding additional funding relief and technical corrections for defined benefit pension plans, single and multiemployer plans, nonqualified deferred compensation conditions, PBGC calculation of deficit, proposed premium increase for plan sponsors, premium submission issues Retirement Security nonqualified deferred compensation, executive compensation, defined contribution plan issues, 401 (k) plans: design and operation, automatic IRAs, investment advice, proposed definition of fiduciary, investment selection (target date funds), the Savers Credit, lifetime income issues, nondiscrimination rules for retirement plans, plan loans, tax expenditures for retirement plans, tax reform, phased retirement, financial literacy, long-term disability policies (LTDs) Regulatory Request for Information (RFI) streamlining regulations to reduce regulatory burdens - Improving Regulation and Regulatory Review Executive Order 13563 2011-2012 Agency Guidance Priority List Financial Services Reform implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act - Restoring American Financial Stability Act of 2010 H.R. 4173, Public Law No: 111-203 proposed regulations related to swap trades; process for review of swaps for mandatory clearing; provisions common to registered entities, legal entity identification for financial contracts; swap data recordkeeping and reporting requirements; real-time; reporting of swap transaction data; reporting, recordkeeping, and daily trading records requirements for swap dealers and major swap participants; unique counterparty identifiers; definition of swap dealer, security-based swap dealer, major swap participant, major security-based swap participant, eligible contract participant; swap data repository (SDR); business conduct standards for swap dealers and major swap participants with counterparties; transparency and accountability of derivatives market; regulation of over-the-counter swaps transactions; Pension funding relief - adequacy of defined benefit vehicles, retirement plan designs, and tax treatment of expatriates Hybrid retirement plan designs implementation of the Pension Protection Act (PPA) Investment advice proposed definition of Fiduciary, adequacy of defined contribution vehicles, investment selection and annuity issues, automatic/mandatory individual retirement accounts (IRAs), proposed regulations regarding target date funds (TDFs) and qualified default investment alternatives (QDIAs) Disclosure for defined contribution (DC) and defined benefit (DB) plans and service providers -ERISA Section 408 (b) (2), Fiduciary requirements 401 (k) participant fee disclosure regulations, in-plan Roth conversions issues RFI Electronic disclosure for employee benefit plans Health care provider compensation Internal Revenue Code Section 162 (m) (6) performance-based compensation Pension Benefits Guaranty Corporation (PBGC) - premium and premium submission issues, proposed regulations ERISA Section 4062 (e), rules for companies in bankruptcy, investment strategy and governance issues Foreign bank account reporting, Report of Foreign Bank and Financial Accounts (FBAR) International Accounting Standards Board (IASB) accounting rules for pensions and other post-employment benefits Domestic plan asset investment issues Puerto Rican plan trust issues Multiemployer plan issues Public pension system issues Plan audit issues Foreign Account Taxpayer Compliance Act (FATCA) exemption for foreign retirement plans
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2011 · first_quarter · Q1
House Comprehensive 1099 Taxpayer Protection and Repayment of Exchange Subsidy Overpayments Act of 2011 H.R. 4 Comprehensive 1099 Taxpayer Protection and Repayment of Exchange Subsidy Overpayments Act of 2011 H.R. 705 Lifetime Income Disclosure Act H.R. 677 Burdensome Data Collection Relief Act H.R. 1062 Fiscal Responsibility and Retirement Security Act of 2011 (To repeal the CLASS Program) H.R. 1173 National Commission on Fiscal Responsibility and Reform implications for benefits Fiscal Year 2012 Budget Proposal budgetary impacts of health and retirement entitlement programs; PBGC insurance, premium issues Financial Services Reform implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act - Restoring American Financial Stability Act of 2010 H.R. 4173, Public Law No: 111-203 Health Care Reform regulatory implementation and compliance issues from the Patient Protection and Affordable Care Act (PPACA) Public Law No: 111-148 & the Health Care and Education Reconciliation Act of 2010 (HCERA) Public Law 111-152 Pension Funding - additional funding relief and technical corrections for defined benefit pension plans, single and multiemployer plans, nonqualified deferred compensation conditions, PBGC calculation of deficit, proposed premium increase for plan sponsors, premium submission issues Retirement Security nonqualified deferred compensation, executive compensation, defined contribution plan issues, 401 (k) plans: design and operation, automatic IRAs, definition of fiduciary, investment advice, investment selection (target date funds), the Savers Credit, retirement savings plans for small businesses, lifetime income issues, nondiscrimination rules for retirement plans, alternative pension investments, accounting transparency for pensions, plan loans, tax expenditures for retirement plans, phased retirement, long-term disability policies (LTDs) Senate Lifetime Income Disclosure Act S. 267 Repeal the CLASS Entitlement Act S. 720 National Commission on Fiscal Responsibility and Reform implications for benefits Fiscal Year 2012 Budget Proposal budgetary impacts of health and retirement entitlement programs, PBGC insurance, premium issues Financial Services Reform implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act - Restoring American Financial Stability Act of 2010 H.R. 4173, Public Law No: 111-203 Health Care Reform regulatory implementation and compliance issues from the Patient Protection and Affordable Care Act (PPACA) Public Law No: 111-148 & the Health Care and Education Reconciliation Act of 2010 (HCERA) Public Law 111-152 Pension funding additional funding relief and technical corrections for defined benefit pension plans, single and multiemployer plans, nonqualified deferred compensation conditions, PBGC calculation of deficit, proposed premium increase for plan sponsors, premium submission issues Retirement Security nonqualified deferred compensation, executive compensation, defined contribution plan issues, 401 (k) plans: design and operation, automatic IRAs, investment advice, definition of fiduciary, investment selection (target date funds), the Savers Credit, lifetime income issues, nondiscrimination rules for retirement plans, plan loans, tax expenditures for retirement plans, phased retirement, long-term disability policies (LTDs) Regulatory Improving Regulation and Regulatory Review Executive Order 13563 Financial Services Reform implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act - Restoring American Financial Stability Act of 2010 H.R. 4173, Public Law No: 111-203 proposed regulations related to swap trades; process for review of swaps for mandatory clearing; provisions common to registered entities, legal entity identification for financial contracts; swap data recordkeeping and reporting requirements; real-time; reporting of swap transaction data; reporting, recordkeeping, and daily trading records requirements for swap dealers and major swap participants; unique counterparty identifiers; definition of swap dealer, security-based swap dealer, major swap participant, major security-based swap participant, eligible contract participant; swap data repository (SDR); business conduct standards for swap dealers and major swap participants with counterparties; transparency and accountability of derivatives market; regulation of over-the-counter swaps transactions; Pension funding relief - adequacy of defined benefit vehicles, retirement plan designs, and tax treatment of expatriates Hybrid retirement plan designs implementation of the Pension Protection Act (PPA) Investment advice proposed definition of Fiduciary, adequacy of defined contribution vehicles, investment selection and annuity issues, automatic/mandatory individual retirement accounts (IRAs), proposed regulations regarding target date funds (TDFs) and qualified default investment alternatives (QDIAs) Disclosure for defined contribution (DC) and defined benefit (DB) plans and service providers -ERISA Section 408 (b) (2), Fiduciary requirements 401 (k) participant fee disclosure regulations, in-plan Roth conversions issues Health care provider compensation Internal Revenue Code Section 162 (m) (6) Pension Benefits Guaranty Corporation (PBGC) premium issues, proposed regulations ERISA Section 4062 (e) Foreign bank account reporting, Report of Foreign Bank and Financial Accounts (FBAR) Domestic plan asset investment issues Puerto Rican plan trust issues Multiemployer plan issues Public pension system issues Plan audit issues
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2010 · fourth_quarter · Q4
Limit Executive Compensation Abuse Act - H.R. 857 The Savings for American Families Future Act of 2009 H.R. 1961 The 401 (k) Fair Disclosure for Retirement Security Act 0f 2009 H.R. 1984 Conflicted Investment Advice Prohibition Act of 2009 H.R. 1988 Savings Recovery Act H.R. 2021 Retirement Security Needs Lifetime Pay Act H.R. 2748 Retirement Savings Transparency Act of 2009 - H.R. 2792 The Defined Contribution Plan Fee Transparency Act H.R. 2779 401 (k) Fair Disclosure and Pension Security Act of 2009 H.R. 2989 Consumer Financial Protection Agency Act of 2009 H.R. 3126 Foreign Account Tax Compliance Act of 2009 H.R. 3933 Preserve Benefits and Jobs Act of 2009 H.R. 3936 Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act H.R. 3962/Public Law No: 111-192 Retirement Fairness Act H.R. 4126 Sensible Transparency for Retirement Plans Act H.R. 4146 Tax Technical Corrections Act of 2009 H.R. 4169 Dodd-Frank Wall Street Reform and Consumer Protection Act - Restoring American Financial Stability Act of 2010 H.R. 4173, Public Law No: 111-203 American Workers, State, and Business Relief Act H.R. 4213/Unemployment Compensation Extension Act of 2010 (tax extenders) Public Law No: 111-205 Small Businesses Add Value for Employees Act of 2009 (SAVE Act) H.R. 4742 Middle Class Tax Cut Act (Senate Amendment 4727) package of tax extensions and other provisions to the defined benefit pension funding relief provisions, and a provision extending parity for employee transit subsidies Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act H.R. 4853 Amendment to a Federal Aviation Administration funding extension bill H.R. 4915 Medicare and Medicaid Extenders Act H.R. 4994 Employee Misclassification Prevention Act (EMPA) H.R. 5107 Small Business Jobs and Credit Act of 2010 H.R. 5297 tax extenders, defined benefit pension plan funding relief - technical corrections from H.R. 3962 Automatic IRA Act of 2010 H.R. 6099 Fair Playing Field Act of 2010 H.R. 6128 (worker classification) Public Employee Pension Transparency Act - H.R. 6484 Health Care Reform regulatory implementation and compliance issues from the Patient Protection and Affordable Care Act (PPACA) Public Law No: 111-148 & the Health Care and Education Reconciliation Act of 2010 (HCERA) Public Law 111-152 new compensation deduction limits on entities receiving health insurance premiums (162 (m)(6)) Financial Services Reform regulation of swaps transactions, major swap participants (MSPs), swaps, business conduct standards, fiduciary duty and liability issues; effects on pension, retirement, and health plans that use swaps; 401 (k) stable value funds and contracts, retirement plan administration, compensation disclosure issues Pension Funding - additional funding relief and technical corrections for defined benefit pension plans, single and multiemployer plans, nonqualified deferred compensation conditions, PBGC premium funding target methods and premium submission issues, plan termination issues Retirement Security nonqualified deferred compensation, executive compensation, defined contribution plan issues, 401 (k) plans, conversions to Roth 401 (k) plans, automatic IRAs, investment advice, investment selection (target date funds), the Savers Credit, retirement savings plans for small businesses, lifetime income issues, nondiscrimination rules for retirement plans, alternative pension investments, accounting transparency for pensions, plan loans, tax expenditures for retirement plans National Commission on Fiscal Responsibility and Reform implications for benefits Senate Cap Executive Officer Pay Act of 2009 - S. 360 The Defined Contribution Fee Disclosure Act of 2009 - S. 401 Shareholder Bill of Rights Act S. 1074 Retirement Security for Life Act of 2009 S. 1297 Pension Benefit Guaranty Corporation (PBGC) Governance Improvement Act of 2009 S. 1544 Foreign Account Tax Compliance Act of 2009 S. 1934 Lifetime Income Disclosure Act S. 2832 Create Jobs and Save Benefits Act of 2010 S. 3157 Restoring American Financial Stability Act/Wall Street Transparency and Accountability Act S. 3217 Employee Misclassification Prevention Act (EMPA) S. 3254 Automatic IRA Act of 2010 S. 3760 Paycheck Fairness Act S. 3772 Fair Playing Field Act of 2010 S. 3786 (worker classification) Job Creation and Tax Cuts Act of 2010 S. 3793 Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act H.R. 3962, Public Law No: 111-192 American Workers, State, and Business Relief Act /American Jobs and Closing Tax Loopholes Act (tax extenders) H.R. 4213, & Substitute amendments Dodd-Frank Wall Street Reform and Consumer Protection Act - Restoring American Financial Stability Act of 2010 H.R. 4173, Public Law No: 111-203 Middle Class Tax Cut Act (Senate Amendment 4727) package of tax extensions and other provisions to the defined benefit pension funding relief provisions, and a provision extending parity for employee transit subsidies Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act H.R. 4853 Amendment to a Federal Aviation Administration funding extension bill H.R. 4915 Medicare and Medicaid Extenders Act H.R. 4994 Small Business Jobs and Credit Act of 2010 H.R. 5297 (revised substitute) Health Care Reform regulatory implementation and compliance issues from the Patient Protection and Affordable Care Act (PPACA) Public Law No: 111-148 & the Health Care and Education Reconciliation Act of 2010 (HCERA) Public Law 111-152 new compensation deduction limits on entities receiving health insurance premiums (162 (m)(6)) Financial Services Reform regulation of swaps transactions, major swap participants (MSPs), swaps, business conduct standards, fiduciary duty and liability issues; effects on pension, retirement, and health plans that use swaps; 401 (k) stable value funds and contracts, retirement plan administration, compensation disclosure issues Pension funding additional funding relief and technical corrections for defined benefit pension plans, single and multiemployer plans, nonqualified deferred compensation conditions, PBGC premium funding target methods and premium submission issues, plan termination and governance issues Retirement Security nonqualified deferred compensation, executive compensation, defined contribution plan issues, 401 (k) plans, automatic IRAs, conversions to Roth 401(k) plans, investment advice, investment selection (target date funds), the Savers Credit, lifetime income issues, nondiscrimination rules for retirement plans, plan loans, tax expenditures for retirement plans, long-term disability policies (LTDs) National Commission on Fiscal Responsibility and Reform implications for benefits Pension funding relief - adequacy of defined benefit vehicles, hybrids, proposed hybrid retirement plan regulations, retirement plan designs, and tax treatment of expatriates Investment advice - adequacy of defined contribution vehicles, investment selection (target date funds) and annuity issues, automatic/mandatory individual retirement accounts (IRAs), proposed regulations regarding target date funds (TDFs) and qualified default investment alternatives (QDIAs) Disclosure for defined contribution (DC) and defined benefit (DB) plans and service providers -ERISA Section 408 (b) (2), Fiduciary requirements 401 (k) participant fee disclosure regulations, proposed definition of fiduciary for investment advice arrangements, in-plan Roth conversions issues Defined Benefit (DB) plan year filing issues Form 5500 (EFAST) Cash balance and pension equity plans, market rate of return for hybrid plans Nonqualified deferred compensation (NQDC), new compensation deduction limits on entities receiving health insurance premiums 162 (m) (6) Pension Benefits Guaranty Corporation (PBGC) premium funding target methods (variable rate premiums), premium submission and plan termination issues, proposed regulations - (ERISA Section 4062(e)) Foreign bank account reporting, Report of Foreign Bank and Financial Accounts (FBAR) Financial services regulatory reform, executive compensation disclosure issues, involvement with employee benefit plans, Swaps, definition of major swap participant and major security-based swap participant, business conduct standards, family offices, Domestic plan asset investment issues Puerto Rican plan trust issues Multiemployer plan issues
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2010 · third_quarter · Q3
Limit Executive Compensation Abuse Act - H.R. 857 The Savings for American Families Future Act of 2009 H.R. 1961 The 401 (k) Fair Disclosure for Retirement Security Act 0f 2009 H.R. 1984 Conflicted Investment Advice Prohibition Act of 2009 H.R. 1988 Savings Recovery Act H.R. 2021 Retirement Security Needs Lifetime Pay Act H.R. 2748 Retirement Savings Transparency Act of 2009 - H.R. 2792 The Defined Contribution Plan Fee Transparency Act H.R. 2779 401 (k) Fair Disclosure and Pension Security Act of 2009 H.R. 2989 Consumer Financial Protection Agency Act of 2009 H.R. 3126 Foreign Account Tax Compliance Act of 2009 H.R. 3933 Preserve Benefits and Jobs Act of 2009 H.R. 3936 Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act H.R. 3962/Public Law No: 111-192 Retirement Fairness Act H.R. 4126 Sensible Transparency for Retirement Plans Act H.R. 4146 Tax Technical Corrections Act of 2009 H.R. 4169 Dodd-Frank Wall Street Reform and Consumer Protection Act - Restoring American Financial Stability Act of 2010 H.R. 4173, Public Law No: 111-203 American Workers, State, and Business Relief Act H.R. 4213/Unemployment Compensation Extension Act of 2010 (tax extenders) Public Law No: 111-205 Small Businesses Add Value for Employees Act of 2009 (SAVE Act) H.R. 4742 Employee Misclassification Prevention Act (EMPA) H.R. 5107 Small Business Jobs and Credit Act of 2010 H.R. 5297 tax extenders, defined benefit pension plan funding relief - technical corrections from H.R. 3962 Automatic IRA Act of 2010 H.R. 6099 Fair Playing Field Act of 2010 H.R. 6128 (worker classification) Health Care Reform regulatory implementation and compliance issues from the Patient Protection and Affordable Care Act (PPACA) Public Law No: 111-148 & the Health Care and Education Reconciliation Act of 2010 (HCERA) Public Law 111-152 new compensation deduction limits on entities receiving health insurance premiums (162 (m)(6)) Financial Services Reform regulation of swaps transactions, major swap participants (MSPs), swaps, business conduct standards, fiduciary duty and liability issues; effects on pension, retirement, and health plans that use swaps; 401 (k) stable value funds and contracts, retirement plan administration, compensation disclosure issues Pension Funding - additional funding relief for defined benefit pension plans, single and multiemployer plans, nonqualified deferred compensation conditions, PBGC premium funding target methods and premium submission issues, PBGC plan termination issues Retirement Security nonqualified deferred compensation, executive compensation, defined contribution plan issues, 401 (k) plans, conversions to Roth 401 (k) plans, automatic IRAs, investment advice, investment selection (target date funds), the Savers Credit, retirement savings plans for small businesses, lifetime income issues, nondiscrimination rules for retirement plans, alternative pension investments, accounting transparency for pensions, plan loans, tax expenditures for retirement plans Cap Executive Officer Pay Act of 2009 - S. 360 The Defined Contribution Fee Disclosure Act of 2009 - S. 401 Shareholder Bill of Rights Act S. 1074 Retirement Security for Life Act of 2009 S. 1297 Pension Benefit Guaranty Corporation (PBGC) Governance Improvement Act of 2009 S. 1544 Foreign Account Tax Compliance Act of 2009 S. 1934 Lifetime Income Disclosure Act S. 2832 Create Jobs and Save Benefits Act of 2010 S. 3157 Restoring American Financial Stability Act/Wall Street Transparency and Accountability Act S. 3217 Employee Misclassification Prevention Act (EMPA) S. 3254 Automatic IRA Act of 2010 S. 3760 Fair Playing Field Act of 2010 S. 3786 Job Creation and Tax Cuts Act of 2010 S. 3793 Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act H.R. 3962, Public Law No: 111-192 American Workers, State, and Business Relief Act /American Jobs and Closing Tax Loopholes Act (tax extenders) H.R. 4213, & Substitute amendments Dodd-Frank Wall Street Reform and Consumer Protection Act - Restoring American Financial Stability Act of 2010 H.R. 4173, Public Law No: 111-203 Small Business Jobs and Credit Act of 2010 H.R. 5297 (revised substitute) Health Care Reform regulatory implementation and compliance issues from the Patient Protection and Affordable Care Act (PPACA) Public Law No: 111-148 & the Health Care and Education Reconciliation Act of 2010 (HCERA) Public Law 111-152 new compensation deduction limits on entities receiving health insurance premiums (162 (m)(6)) Financial Services Reform regulation of swaps transactions, major swap participants (MSPs), swaps, business conduct standards, fiduciary duty and liability issues; effects on pension, retirement, and health plans that use swaps; 401 (k) stable value funds and contracts, retirement plan administration, compensation disclosure issues Pension funding additional funding relief for defined benefit pension plans, single and multiemployer plans, nonqualified deferred compensation conditions, PBGC premium funding target methods and premium submission issues, PBGC plan termination issues Retirement Security nonqualified deferred compensation, executive compensation, defined contribution plan issues, 401 (k) plans, automatic IRAs, conversions to Roth 401(k) plans, investment advice, investment selection (target date funds), the Savers Credit, lifetime income issues, nondiscrimination rules for retirement plans, plan loans, tax expenditures for retirement plans Regulatory communication with covered federal officials on legislative issues Pension funding relief, adequacy of defined benefit vehicles, hybrids, retirement plan designs, tax treatment of expatriates Investment advice, adequacy of defined contribution vehicles, investment selection (target date funds) and annuity issues, automatic/mandatory individual retirement accounts (IRAs) Disclosure for defined contribution (DC) and defined benefit (DB) plans and service providers ERISA Section 408 (b) (2) Defined Benefit (DB) plan year filing issues Form 5500 (EFAST) Cash balance and pension equity plans, market rate of return for hybrid plans Nonqualified deferred compensation (NQDC), new compensation deduction limits on entities receiving health insurance premiums 162 (m) (6) PBGC premium funding target methods (variable rate premiums), premium submission and plan termination issues Foreign bank account reporting, Report of Foreign Bank and Financial Accounts (FBAR) Financial services regulatory reform, compensation disclosure issues Domestic plan asset investment issues Proposed rule on application of ERISA to state/local health reform efforts, ERISA preemption
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2010 · second_quarter · Q2
Limit Executive Compensation Abuse Act - H.R. 857 The Savings for American Families Future Act of 2009 H.R. 1961 The 401 (k) Fair Disclosure for Retirement Security Act 0f 2009 H.R. 1984 Conflicted Investment Advice Prohibition Act of 2009 H.R. 1988 Savings Recovery Act H.R. 2021 Retirement Security Needs Lifetime Pay Act H.R. 2748 Retirement Savings Transparency Act of 2009 - H.R. 2792 The Defined Contribution Plan Fee Transparency Act H.R. 2779 401 (k) Fair Disclosure and Pension Security Act of 2009 H.R. 2989 Consumer Financial Protection Agency Act of 2009 H.R. 3126 Foreign Account Tax Compliance Act of 2009 H.R. 3933 Preserve Benefits and Jobs Act of 2009 H.R. 3936 Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act H.R. 3962/Public Law No: 111-192 Retirement Fairness Act H.R. 4126 Sensible Transparency for Retirement Plans Act H.R. 4146 Tax Technical Corrections Act of 2009 H.R. 4169 Wall Street Reform and Consumer Protection Act/Restoring American Financial Stability Act of 2010 H.R. 4173 American Workers, State, and Business Relief Act /American Jobs and Closing Tax Loopholes Act (tax extenders) H.R. 4213, & Substitute amendments Small Businesses Add Value for Employees Act of 2009 (SAVE Act) H.R. 4742 Employee Misclassification Prevention Act (EMPA) H.R. 5107 Health Care Reform regulatory implementation and compliance issues from the Patient Protection and Affordable Care Act (PPACA) Public Law No: 111-148 & the Health Care and Education Reconciliation Act of 2010 (HCERA) Public Law 111-152 new compensation deduction limits on entities receiving health insurance premiums (162 (m)(6)) Pension Funding - additional funding relief for defined benefit pension plans, single and multiemployer plans, nonqualified deferred compensation conditions, PBGC premium funding target methods Retirement Security nonqualified deferred compensation, executive compensation, defined contribution plan issues, 401 (k) plans, conversions to Roth 401 (k) plans, automatic IRAs, investment advice, investment selection (target date funds), the Savers Credit, retirement savings plans for small businesses, lifetime income issues, nondiscrimination rules for retirement plans Financial Services Reform regulation of swaps transactions, major swap participants (MSPs), fiduciary duty and liability issues; effects on pension, retirement, and health plans that use swaps; 401 (k) stable value funds Cap Executive Officer Pay Act of 2009 - S. 360 The Defined Contribution Fee Disclosure Act of 2009 - S. 401 Shareholder Bill of Rights Act S. 1074 Retirement Security for Life Act of 2009 S. 1297 The Pension Benefits Guaranty Corporation (PBGC) Governance Improvement Act S. 1544 Foreign Account Tax Compliance Act of 2009 S. 1934 Lifetime Income Disclosure Act S. 2832 Create Jobs and Save Benefits Act of 2010 S. 3157 Restoring American Financial Stability Act/Wall Street Transparency and Accountability Act S. 3217 Employee Misclassification Prevention Act (EMPA) S. 3254 Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act H.R. 3962, Public Law No: 111-192 American Workers, State, and Business Relief Act /American Jobs and Closing Tax Loopholes Act (tax extenders) H.R. 4213, & Substitute amendments Wall Street Transparency and Accountability Act of 2010/Restoring American Financial Stability Act of 2010 H.R. 4173 Financial Services Reform regulation of swaps transactions, major swap participants (MSPs), fiduciary duty and liability issues; effects on pension, retirement, and health plans that use swaps; 401 (k) stable value funds Pension funding additional funding relief for defined benefit pension plans, single and multiemployer plans, nonqualified deferred compensation conditions, PBGC premium funding target methods Retirement Security nonqualified deferred compensation, executive compensation, defined contribution plan issues, 401 (k) plans, automatic IRAs, conversions to Roth 401(k) plans, investment advice, investment selection (target date funds), the Savers Credit, lifetime income issues Regulatory communication with covered federal officials on legislative issues Proposed rule on application of ERISA to state/local health reform efforts, ERISA preemption Pension funding relief, adequacy off defined benefit vehicles, hybrids, retirement plan designs, tax treatment of expatriates, Investment advice, adequacy of defined contribution vehicles, investment selection (target date funds) and annuity issues, automatic/mandatory individual retirement accounts (IRAs) Nonqualified deferred compensation (NQDC), new compensation deduction limits on entities receiving health insurance premiums 162 (m) (6) Premium funding target methods (variable rate premiums) Foreign bank account reporting, Report of Foreign Bank and Financial Accounts (FBAR) Financial services regulatory reform
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2010 · first_quarter · Q1
Limit Executive Compensation Abuse Act - H.R. 857 The Savings for American Families Future Act of 2009 H.R. 1961 The 401 (k) Fair Disclosure for Retirement Security Act 0f 2009 H.R. 1984 Conflicted Investment Advice Prohibition Act of 2009 H.R. 1988 Savings Recovery Act H.R. 2021 Retirement Security Needs Lifetime Pay Act H.R. 2748 Retirement Savings Transparency Act of 2009 - H.R. 2792 The Defined Contribution Plan Fee Transparency Act H.R. 2779 401 (k) Fair Disclosure and Pension Security Act of 2009 H.R. 2989 Consumer Financial Protection Agency Act of 2009 H.R. 3126 Corporate and Financial Institution Compensation Fairness Act of 2009 H.R. 3269 Taxpayer Responsibility, Accountability and Consistency Act of 2009 H.R. 3408 Foreign Account Tax Compliance Act of 2009 H.R. 3933 Preserve Benefits and Jobs Act of 2009 H.R. 3936 Retirement Fairness Act H.R. 4126 Sensible Transparency for Retirement Plans Act H.R. 4146 Tax Technical Corrections Act of 2009 H.R. 4169 Wall Street Reform and Consumer Protection Act H.R. 4173 American Workers, State, and Business Relief Act H.R. 4213, & Substitute amendment Small Businesses Add Value for Employees Act of 2009 (SAVE Act) H.R. 4742 Pension Funding - additional funding relief for defined benefit pension plans, single and multiemployer plans, nonqualified deferred compensation conditions, PBGC premium funding target methods Retirement Security nonqualified deferred compensation, executive compensation, defined contribution plan issues, 401 (k) plans, conversions to Roth 401 (k) plans, automatic IRAs, investment advice, investment selection (target date funds), the Savers Credit, retirement savings plans for small businesses, lifetime income issues, nondiscrimination rules for retirement plans Supporting the goals and ideals of the fourth annual America Saves Week - H. RES. 1082 Fiscal Year 2011 Budget retirement plan proposals, worker classification Cap Executive Officer Pay Act of 2009 - S. 360 The Defined Contribution Fee Disclosure Act of 2009 - S. 401 Shareholder Bill of Rights Act S. 1074 Retirement Security for Life Act of 2009 S. 1297 The Pension Benefits Guaranty Corporation (PBGC) Governance Improvement Act S. 1544 Foreign Account Tax Compliance Act of 2009 S. 1934 Lifetime Income Disclosure Act S. 2832 Create Jobs and Save Benefits Act of 2010 S. 3157 Restoring American Financial Stability Act S. 3217 American Workers, State, and Business Relief Act H.R. 4213, & Substitute amendment Hiring Incentives to Restore Employment Act (HIRE) pension funding relief provisions Wall Street Compensation Reform Act of 2010 draft proposal Pension funding additional funding relief for defined benefit pension plans, single and multiemployer plans, nonqualified deferred compensation conditions, PBGC premium funding target methods Retirement Security nonqualified deferred compensation, executive compensation, defined contribution plan issues, 401 (k) plans, automatic IRAs, conversions to Roth 401 (k) plans, investment advice, investment selection (target date funds), the Savers Credit, lifetime income issues Health Care Reform Senate Finance Committee Version Americas Healthy Futures Act of 2009 S. 1796 - executive compensation provision Fiscal Year 2011 Budget retirement plan proposals Regulatory communication with covered federal officials on legislative issues DOL/Employee Benefits Security Administration (EBSA) lifetime income issues, pension funding, proposed investment advice regulations, 401 (k) fee disclosure, investment selection (target date funds) and annuity issues DOL/Employee Benefits Security Administration (EBSA)/Office of Management and Budget (OMB) - proposed rule on application of ERISA to state/local health reform efforts Treasury/IRS nonqualified deferred compensation (NQDC) Section 409A plan document corrections Treasury/IRS pension funding, hybrids, automatic/mandatory individual retirement accounts (IRAs), distribution notice issues, interest rate guidance, lifetime income issues, annuity issues, Required Minimum Distributions (RMD rules), retirement plan designs and benefits restrictions The Worker, Retiree, and Employer Recovery Act of 2008 (WRERA), Treasury/IRS Heroes Earnings Assistance and Relief Tax (HEART) Act of 2008 tax treatment of expatriates, tax and savings assistance for military veterans and families Treasury/IRS Foreign Bank Account Reporting/Report of Foreign Bank and Financial Accounts (FBAR) H.R. 3933 Pension Benefit Guaranty Corporation (PBGC) premium funding target methods White House/Executive Office of the President pension funding issues Office of the Vice President pension funding issues
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2009 · fourth_quarter · Q4
Limit Executive Compensation Abuse Act - H.R. 857 The Savings for American Families Future Act of 2009 H.R. 1961 The 401 (k) Fair Disclosure for Retirement Security Act 0f 2009 H.R. 1984 Conflicted Investment Advice Prohibition Act of 2009 H.R. 1988 Savings Recovery Act H.R. 2021 Retirement Security Needs Lifetime Pay Act H.R. 2748 Retirement Savings Transparency Act of 2009 - H.R. 2792 The Defined Contribution Plan Fee Transparency Act H.R. 2779 401 (k) Fair Disclosure and Pension Security Act of 2009 H.R. 2989 Consumer Financial Protection Agency Act of 2009 H.R. 3126 Corporate and Financial Institution Compensation Fairness Act of 2009 H.R. 3269 Taxpayer Responsibility, Accountability and Consistency Act of 2009 H.R. 3408 Foreign Account Tax Compliance Act H.R. 3933 Preserve Benefits and Jobs Act of 2009 H.R. 3936 Retirement Fairness Act H.R. 4126 Sensible Transparency for Retirement Plans Act H.R. 4146 Tax Technical Corrections Act H.R. 4169 Pension Funding - additional funding relief for defined benefit pension plans, nonqualified deferred compensation conditions Retirement Security nonqualified deferred compensation, executive compensation, defined contribution plans, 401 (k) plans, automatic IRAs, investment advice, investment selection (target date funds), the Savers Credit, retirement savings plans for small businesses Senate Cap Executive Officer Pay Act of 2009 - S. 360 The Defined Contribution Fee Disclosure Act of 2009 - S. 401 Shareholder Bill of Rights Act S. 1074 The Pension Benefits Guaranty Corporation (PBGC) Governance Improvement Act S. 1544 Lifetime Income Disclosure Act S. 2832 Pension funding additional funding relief for defined benefit pension plans, nonqualified deferred compensation conditions Retirement Security nonqualified deferred compensation, executive compensation, defined contribution plans, 401 (k) plans, automatic IRAs, investment advice, investment selection (target date funds), the Savers Credit, retirement savings plans for small businesses Health Care Reform Senate Finance Committee Version Americas Healthy Futures Act of 2009 S. 1796 - executive compensation provision Regulatory communication with covered federal officials on legislative issues Treasury/IRS pension funding, hybrids, automatic/mandatory individual retirement accounts (IRAs), interest rate guidance, 2010 inflation indexing, 2010 retirement plan limits, annuity issues, Required Minimum Distributions (RMD rules), retirement plan designs and benefits restrictions The Worker, Retiree, and Employer Recovery Act of 2008 (WRERA), Treasury/IRS Heroes Earnings Assistance and Relief Tax (HEART) Act of 2008 tax treatment of expatriates DOL/Employee Benefits Security Administration (EBSA) pension funding, investment advice, fee disclosure, investment selection (target date funds) and annuity issues IRS Foreign Bank Account Reporting (FBAR) H.R. 3933 White House/Executive Office of the President pension funding relief issues Office of the Vice President pension funding relief issues
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2009 · third_quarter · Q3
Limit Executive Compensation Abuse Act - H.R. 857 The Savings for American Families Future Act of 2009 H.R. 1961 The 401 (k) Fair Disclosure for Retirement Security Act 0f 2009 H.R. 1984 Conflicted Investment Advice Prohibition Act of 2009 H.R. 1988 Savings Recovery Act H.R. 2021 Retirement Security Needs Lifetime Pay Act H.R. 2748 Retirement Savings Transparency Act of 2009 - H.R. 2792 The Defined Contribution Plan Fee Transparency Act H.R. 2779 401 (k) Fair Disclosure and Pension Security Act of 2009 H.R. 2989 Consumer Financial Protection Agency Act of 2009 H.R. 3126 Corporate and Financial Institution Compensation Fairness Act of 2009 H.R. 3269 Taxpayer Responsibility, Accountability and Consistency Act of 2009 H.R. 3408 Pension Funding - additional funding relief for defined benefit pension plans Discussion Draft of defined benefit pension funding relief legislation for single and multiemployer plans. (Rep. Pomeroy, 8/27) Retirement Security defined contribution plans, 401 (k) plans, automatic IRAs, investment advice, the Savers Credit, retirement savings plans for small businesses Cap Executive Officer Pay Act of 2009 - S. 360 The Defined Contribution Fee Disclosure Act of 2009 - S. 401 Shareholder Bill of Rights Act S. 1074 The Pension Benefits Guaranty Corporation (PBGC) Governance Improvement Act S. 1544 Pension funding additional funding relief for defined benefit pension plans Retirement Security defined contribution plans, 401 (k) plans, automatic IRAs, investment advice, the Savers Credit, retirement savings plans for small businesses Health Care Reform Senate Finance Committee Version Americas Healthy Futures Act of 2009 executive compensation provision Regulatory communication with covered federal officials on legislative issues Treasury/IRS pension funding, hybrids, automatic/mandatory individual retirement accounts (IRAs), interest rate guidance, 2010 inflation indexing, annuity issues, Required Minimum Distributions (RMD rules) The Worker, Retiree, and Employer Recovery Act of 2008 (WRERA), Consumer Financial Protection Agency Act DOL/Employee Benefits Security Administration (EBSA) pension funding, investment advice, fee disclosure and annuity issues Treasury/SEC Investor Protection Act of 2009 Title IX Additional Improvements to Financial Markets Regulation White House/Executive Office of the President pension funding relief issues
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2009 · second_quarter · Q2
Limit Executive Compensation Abuse Act - H.R. 857 Teaching and Research Assistant Collective Bargaining Rights Act H.R. 1461 Troubled Asset Relief Program (TARP) Bonus Tax Legislation - H.R. 1586 To Amend the executive compensation provisions of the Emergency Economic Stabilization Act of 2008 to prohibiting unreasonable and excessive compensation and compensation not based on performance standards H.R. 1664/House Report No. 111-64 The Savings for American Families Future Act of 2009 H.R. 1961 The 401 (k) Fair Disclosure for Retirement Security Act 0f 2009 H.R. 1984 The Conflicted Investment Advice Prohibition Act of 2009 H.R. 1988 Savings Recovery Act H.R. 2021 Retirement Security Needs Lifetime Pay Act H.R. 2748 Retirement Savings Transparency Act of 2009 - H.R. 2792 Defined Contribution Plan Fee Transparency Act H.R. 2779 401 (k) Fair Disclosure and Pension Security Act of 2009 H.R. 2989 Pension Funding - additional funding relief for defined benefit pension plans Discussion Draft of Pension Plan Funding Proposals (Rep. Pomeroy, 6/23) Retirement Security defined contribution plans, 401 (k) plans, automatic IRAs, investment advice, the Savers Credit, retirement savings plans for small businesses Fiscal Year 2010 budget resolution/S. Con Res 13 - Savers Credit, tax relief Cap Executive Officer Pay Act of 2009 - S. 360 Defined Contribution Fee Disclosure Act of 2009 - S. 401 Shareholder Bill of Rights Act S. 1074 Fiscal Year 2010 budget resolution/S. Con Res 13, Savers Credit, tax relief Miscellaneous retirement issues target date funds, PBGC modeling Regulatory communication with covered federal officials on legislative issues Treasury/IRS pension funding issues Treasury/IRS pension withholding issues Treasury/IRS mandatory individual retirement accounts (IRAs) White House/Executive Office of the President pension funding issues
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2009 · first_quarter · Q1
House The American Recovery and Reinvestment Act of 2009 ("Stimulus Bill") - H.R. 1 Lilly Ledbetter Fair Pay Act of 2009 - H.R. 11 American Recovery and Reinvestment Tax Act of 2009 - H.R. 598 Limit Executive Compensation Abuse Act - H.R. 857 Troubled Asset Relief Program (TARP) Bonus Tax Legislation - H.R. 1586 The Worker, Retiree, and Employer Recovery Act - H.R. 7327 Pension Funding - additional funding relief for defined benefit pension plans meetings with Congressional staff Retirement Security defined contribution plans, 401 (k) plans, automatic IRAs, investment advice and the Savers Credit staff of Ways & Means and Education and Labor Committees Fiscal Year 2010 budget resolution (Automatic IRA Act of 2007 H.R. 2167) Senate The American Recovery and Reinvestment Act of 2009 S. 1 Lilly Ledbetter Fair Pay Act of 2009 S. 181 Cap Executive Officer Pay Act of 2009 - S. 360 The Defined Contribution Plan Fee Disclosure Act S. 2473 Fiscal Year 2010 budget resolution Regulatory communication with covered federal officials on legislative issues Treasury/IRS - the Worker, Retiree, and Employer Recovery Act of 2008 (WRERA) 2009 Minimum Required Distribution provisions (MRD) Treasury/IRS executive compensation Emergency Economic Stabilization Act of 2008 (EESA) Treasury/IRS Guidance Requested regarding use of the yield curve to determine pension liabilities and other funding issues. Treasury/IRS the American Recovery and Reinvestment Act of 2009 application of withholding tables to retirees
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2008 · fourth_quarter · Q4
House Paul Wellstone Mental Health and Addiction Equity Act - H.R. 1424 The Emergency Economic Stabilization Act - H.R. 1424 Tax Equity for Health Plan Beneficiaries Act of 2007 - H.R. 1820 Lilly Ledbetter Fair Pay Act of 2007 H.R. 2831 401 (k) Fair Disclosure for Retirement Security Act H.R. 3185 The Worker Retiree, and Employer Recovery Act H.R. 3361 Long-Term Care Affordability and Security Act of 2007 H.R. 3363 Defined Contribution Plan Fee Transparency Act of 2007 H.R. 3765 AMT Credit Fairness and Relief Act H.R.3861 Defenders of Freedom Tax Relief Act of 2007 - H.R. 3997 Small Business Add Value for Employees (SAVE) Act of 2008 H.R. 5160 Energy Improvement and Extension Act of 2008 H.R. 6049 ERISA Amendments H.R. 6142 Pension Protection Act ERISA Amendments of 2008 H.R. 6143 Pension Protection Technical Corrections Act of 2008 H.R. 6382 401 (k) Plan Debit Card Bill H.R. 6708 Hurricane Tax Relief Act of 2008 H.R. 6958 Disaster Tax Relief Act of 2008 H.R. 7006 Defined Benefit Pension Funding Relief Measures The Worker, Retiree, and Employer Recovery Act H.R. 7327 Senate Tax Equity for Domestic Partner and Health Plan Beneficiaries Act S. 1556 Fair Pay Restoration Act S. 1843 Pension Protection Technical Corrections Act of 2007 S. 1974 Long-Term Care Affordability and Security Act of 2007 S. 2337 AMT Credit Fairness Act and Relief Act S. 2389 Defined Contribution Fee Disclosure Act of 2007 S. 2473 Incentives for Older Workers Act S. 2933 401 (k) Plan Debit Card Bill S. 3278 Jobs, Energy, Families, and Disaster Relief Act of 2008 S. 3335 Defined Benefit Pension Funding Relief Measures The Worker, Retiree, and Employer Recovery Act H.R. 7327 Regulatory communication with covered federal officials on legislative issues. White House - Defined Benefit Pension Funding Relief Measures H.R. 7327 Treasury Minimum Required Distribution relief H.R. 7327 DOL 401(k) fee disclosure - H.R. 3185, H.R. 3765, S. 2473 DOL Pension Protection Action Act of 2006 Technical Corrections, funding issues Treasury/IRS Hurricane relief, contribution and funding certification, Pension Protection Act of 2006 (PPA) Treasury/IRS Pension Protection Act of 2006 Technical Corrections, funding issues Treasury/IRS hybrid plan issues Treasury/IRS 409A and deferred compensation Treasury/IRS EESA issues H.R. 1424 Treasury/IRS HEART Act H.R. 3997 & 6081
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2008 · third_quarter · Q3
Shareholder Votes on Executive Compensation Act - H.R. 1257 Paycheck Fairness Act H.R. 1338 Emergency Economic Stabilization Act - H.R. 1424 Tax Equity for Health Plan Beneficiaries Act of 2007 - H.R. 1820 Pension Security Act of 2007 - H.R. 2683 Lilly Ledbetter Fair Pay Act of 2007 - H.R. 2831 Federal Aviation Administration (FAA) Reauthorization Act (benefits provisions) H.R. 2881 Tax Collection Responsibility Act of 2007 - H.R. 3056 401 (k) Fair Disclosure for Retirement Security Act - H.R. 3185 ADA Restoration Act of 2007 - H.R. 3195 Mutual Fund Fee Reform Act H.R. 3225 Pension Protection Technical Corrections Act of 2007 - H.R. 3361 Long-Term Care Affordability and Security Act of 2007 - H.R. 3363 Protecting Employees and Retirees in Business Bankruptcies Act of 2007 - H.R. 3652 Defined Contribution Plan Fee Transparency Act of 2007 - H.R. 3765 AMT Credit Fairness and Relief Act - H.R. 3861 Tax Reduction and Reform Act of 2007 - H. R. 3970 The Temporary Tax Relief Act of 2007/Tax Increase Prevention Act of 2007 - H.R. 3996 Defenders of Freedom Tax Relief Act of 2007/Heroes Earnings Assistance and Tax Relief Act of 2007 title as passed - H.R. 3997 AMT Relief Act of 2007 - H.R. 4351 The Small Business Add Value for Employees (SAVE) Act of 2008 H.R. 5160 Energy and Tax Extenders Act of 2008/Renewable Energy and Job Creation Act of 2008/Energy Improvement and Extension Act of 2008 H.R. 6049 Heroes Earnings Assistance and Relief Tax Act H.R. 6081 Roadmap for Americas Future Act of 2008 H.R. 6110 Pension Protection Act ERISA Amendments of 2008 H.R. 6143 ERISA Amendments H.R. 6142 Pension Protection Technical Corrections Act of 2008 H.R. 6382 Commodity Markets Transparency and Accountability Act & Substitute amendment H.R. 6604 401 (k) Plan Debit Card Bill H.R. 6708 Hurricane Tax Relief Act of 2008 H.R. 6958 Alternative Minimum Tax Relief Act of 2008 H.R. 7005 Disaster Tax Relief Act of 2008 H.R. 7006 Renewable Energy and Job Creation Tax Act of 2008 (tax extenders) H.R. 7060 Senate Tax Equity for Domestic Partner and Health Plan Beneficiaries Act - S. 1556 Defenders of Freedom Tax Relief Act of 2007 - S. 1593 Alternative Investments, Amending Internal Revenue Code provisions taxing partnerships involving alternative investments S.1624 Restoring Pension Promises to Workers Act S. 1725 Fair Pay Restoration Act - S. 1843 Americans with Disabilities Act Restoration Act of 2007 - S. 1881 Pension Protection Technical Corrections Act of 2007 - S. 1974 Independent Contractor Proper Classification Act of 2007 - S. 2044 Protecting Employees and Retirees in Business Bankruptcies Act of 2007 - S. 2092 Offshore Deferred Compensation Reform Act of 2007 - S. 2199 Long-Term Care Affordability and Security Act of 2007 - S. 2337 Defined Contribution Fee Disclosure Act of 2007 - S. 2473 AMT Credit Fairness and Relief Act S. 2389 Incentives for Older Workers Act S. 2933 Alternative Minimum Tax and Extenders Tax Relief Act of 2008 S. 3098 Energy Independence and Tax Relief Act of 2008 S. 3125 Title VII Fairness Act S. 3209 Commodity Speculation Reform Act of 2008 - S. 3248 Stop Excessive Energy Speculation Act of 2008 - S. 3268 401 (k) Plan Debit Card Bill S. 3278 The Jobs, Energy, Families, and Disaster Relief Act S.3335 (extenders, deferred comp) ADA Amendments Act S. 3406 Regulatory communication with covered federal officials on legislative issues. Legislation Treasury/IRS Emergency Economic Stabilization Act H.R. 1424 Treasury/IRS - Pension Protection Act Technical Corrections (PPA) - H.R. 3361, H.R. 6382, S. 1974 DOL on 401 (k) fee disclosure - H.R. 3185, H.R. 3765, S. 2473 Treasury/IRS - on hybrid plan issues Treasury/IRS on 409A and deferred compensation Treasury/IRS on pension funding Treasury/IRS - guidance on benefits provisions of the HEART Act H.R. 6081 Treasury/IRS on benefit accruals and anti-backloading Treasury/IRS Hurricane relief H.R. 6958, H.R. 7006
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2008 · second_quarter · Q2
Shareholder Votes on Executive Compensation Act - H.R. 1257 Tax Equity for Health Plan Beneficiaries Act of 2007 - H.R. 1820 Pension Security Act of 2007 - H.R. 2683 Lilly Ledbetter Fair Pay Act of 2007 - H.R. 2831 Federal Aviation Administration (FAA) Reauthorization Act (benefits provisions) - H.R. 2881 Tax Collection Responsibility Act of 2007 - H.R. 3056 401 (k) Fair Disclosure for Retirement Security Act - H.R. 3185 ADA Restoration Act of 2007 - H.R. 3195 Mutual Fund Fee Reform Act H.R. 3225 Pension Protection Technical Corrections Act of 2007 - H.R. 3361 Long-Term Care Affordability and Security Act of 2007 - H.R. 3363 Protecting Employees and Retirees in Business Bankruptcies Act of 2007 - H.R. 3652 Defined Contribution Plan Fee Transparency Act of 2007 - H.R. 3765 AMT Credit Fairness and Relief Act - H.R. 3861 Tax Reduction and Reform Act of 2007 - H. R. 3970 The Temporary Tax Relief Act of 2007/Tax Increase Prevention Act of 2007 - H.R. 3996 Defenders of Freedom Tax Relief Act of 2007/Heroes Earnings Assistance and Tax Relief Act of 2007 - title as passed - H.R. 3997 AMT Relief Act of 2007 - H.R. 4351 The Small Business Add Value for Employees (SAVE) Act of 2008 - H.R. 5160 Energy and Tax Extenders Act - H.R. 6049 Heroes Earnings Assistance and Relief Tax Act - H.R. 6081 Roadmap for America's Future Act of 2008 - H.R. 6110 Pension Protection Act ERISA Amendments of 2008 - H.R. 6143 ERISA Amendments - H.R. 6142 Pension Protection Technical Corrections Act of 2008 - H.R. 6382 Senate Tax Equity for Domestic Partner and Health Plan Beneficiaries Act - S. 1556 Defenders of Freedom Tax Relief Act of 2007 - S. 1593 Alternative Investments, Amending Internal Revenue Code provisions taxing partnerships involving alternative investments - S.1624 Restoring Pension Promises to Workers Act - 1725 Fair Pay Restoration Act - S. 1843 Americans with Disabilities Act Restoration Act of 2007 - S. 1881 Pension Protection Technical Corrections Act of 2007 - S. 1974 Independent Contractor Proper Classification Act of 2007 - S. 2044 Protecting Employees and Retirees in Business Bankruptcies Act of 2007 (S. 2092) Offshore Deferred Compensation Reform Act of 2007 - S. 2199 Long-Term Care Affordability and Security Act of 2007 - S. 2337 Defined Contribution Fee Disclosure Act of 2007 - S. 2473 AMT Credit Fairness and Relief Act - S. 2389 Incentives for Older Workers Act - S. 2933 Alternative Minimum Tax and Extenders Tax Relief Act of 2008 - S. 3098 Title VII Fairness Act - S. 3209 Regulatory - communication with covered federal officials on legislative issues. Legislation - The Pension Protection Act Technical Corrections (PPA) - H.R. 3361/H.R. 6382//S. 1974 DOL proposed 408(b)(2) regulations for fee disclosure requirements DOL - 401 (k) fee disclosure (H.R. 3185/H.R. 3765/S. 2473) Treasury/IRS hybrid plan hearing Treasury/IRS guidance on 409A and deferred compensation Treasury/IRS hearing on measurement of pension plan assets and liabilities
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2008 · first_quarter · Q1
Shareholder Votes on Executive Compensation Act (H.R. 1257) Tax Equity for Health Plan Beneficiaries Act of 2007 (H.R. 1820) Pension Security Act of 2007 (H.R. 2683) Alternative Investments, Amending Internal Revenue Code provisions taxing partnerships involving alternative investments (H.R. 2785) Lilly Ledbetter Fair Pay Act of 2007 (H.R. 2831) Alternative Investments, Treating income received by partners for performing investment management as ordinary income (H.R. 2843) Tax Collection Responsibility Act of 2007 (H.R. 3056) 401 (k) Fair Disclosure for Retirement Security Act (H.R. 3185) ADA Restoration Act of 2007 (H.R. 3195) Mutual Fund Fee Reform Act (H.R. 3225) Pension Protection Technical Corrections Act of 2007 (H.R. 3361) Long-Term Care Affordability and Security Act of 2007 (H.R. 3363) Commission on the Tax Treatment of Hedge Funds and Private Equity Act of 2007 (H.R. 3417) Protecting Employees and Retirees in Business Bankruptcies Act of 2007 (H.R. 3652) Defined Contribution Plan Fee Transparency Act of 2007 (H.R. 3765) Bill to Delay the Effective Date of the PPA Funding Rules (H.R. 3868) Tax Reduction and Reform Act of 2007 (H. R. 3970) Offshore Deferred Compensation Reform Act of 2007 (H.R. 3923) The Temporary Tax Relief Act of 2007/Tax Increase Prevention Act of 2007 (H.R. 3996) Defenders of Freedom Tax Relief Act of 2007/Heroes Earnings Assistance and Tax Relief Act of 2007 title as passed (H.R. 3997) AMT Relief Act of 2007 (H.R. 4351) Senate Tax Equity for Domestic Partner and Health Plan Beneficiaries Act (S. 1556) Defenders of Freedom Tax Relief Act of 2007 (S. 1593) Alternative Investments, Amending Internal Revenue Code provisions taxing partnerships involving alternative investments (S. 1624) Restoring Pension Promises to Workers Act (S. 1725) Fair Pay Restoration Act (S. 1843) Americans with Disabilities Act Restoration Act of 2007 (S. 1881) Pension Protection Technical Corrections Act of 2007 (S. 1974) Independent Contractor Proper Classification Act of 2007 (S. 2044) Protecting Employees and Retirees in Business Bankruptcies Act of 2007 (S. 2092) Offshore Deferred Compensation Reform Act of 2007 (S. 2199) Long-Term Care Affordability and Security Act of 2007 (S. 2337) Defined Contribution Fee Disclosure Act of 2007 (S. 2473) Regulatory communication with covered federal officials on legislative issues. Legislation The Pension Protection Act (PPA) - H.R. 3361/S. 1974 & H.R. 3185/S. 2473 Treasury/IRS guidance on hybrid plans including backloading Treasury/IRS guidance on combined plan limit Treasury/IRS proposed regulations on single employer plan funding, benefit restrictions, interest rate modifications and mortality tables Treasury/IRS guidance on 409A and deferred compensation Treasury/IRS guidance on employer stock diversification DOL proposed 408(b)(2) regulations for fee disclosure requirements DOL final regulations and other guidance on Form 5500 PBGC guidance related to PPA implementation (hybrid/cash balance plans including backloading)
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2007 · year_end · YY
Regulatory Equal Employment Opportunity Commission (EEOC) on Clarification of the Applicability of the Age Discrimination in Employment Act (ADEA) to Employer-Sponsored Health Care Benefits for Retirees Internal Revenue Service (IRS) Proposed Rule on Employee Benefits Cafeteria Plans {REG-142695-05} issued August 3, 3007 Health and Human Services Department (HHS) Proposed Rule on Chartered Value Exchanges, issued May 8, 2007 Treasury/IRS proposed regulations on health, long-term care and disability insurance in a qualified plan [NPRM published August 20, 2007, (72 Fed. Reg. 4621)] Department of Defense (DOD) – TRICARE Amendment – Employer Sponsored Group Health Plans Treasury/IRS proposed rules on Comparable Contributions to HSAs, Accelerated Employer Contributions, NPRM published June 1, 2007 (Fed. Reg. 30501) Treasury/IRS additional HSA guidance, Notice 2007-22, released February 15, 2007 National Health Insurance Act (H.R. 15) Flexible Spending Accounts Growth and Opportunities Act of 2007 (H.R. 298) Genetic Information Nondiscrimination Act (H.R. 493) Health Partnership through Creative Federalism Act (H.R. 506) Children’s Health Insurance (CHIP) Reauthorization Act of 2007 (H.R. 976) Access to Life-Saving Medicine Act (H.R. 1038) Paul Wellstone Mental Health and Addiction Equity Act 0f 2007 (H.R. 1424) Tax Equity for Health Plan Beneficiaries Act (H.R. 1820) Patient Protection and Innovative Biologic Medicines Act of 2007 (H.R. 1956) Promoting Health for Future Generations Act (H.R. 2639) Children’s Health and Medicare Act of 2007 (H.R. 3162) Healthy Americans Act (H.R. 3163) HSA Improvement and Expansion Act (H.R. 3234) Flexible Health Savings Act (H.R. 3306) Long-Term Care Affordability and Security Act of 2007 (H.R. 3363) Medicare Quality Enhancement Act (H.R. 3370) Employment Non-Discrimination Act (H.R. 3685) Early Warning and Health Care for Workers Affected by Globalization Act (H. R. 3796) Trade and Globalization Assistance Act (H.R. 3920) Defenders of Freedom Tax Relief Act of 2007/Heroes Earnings Assistance and Tax Relief Act of 2007-title as passed (H.R. 3997) Senate Medicare Prescription Drug Negotiation Act of 2007 (S. 3) Health Partnership Act (S. 325) Healthy Americans Act (S. 334) Genetic Information Nondiscrimination Act (S. 358) Mental Health Parity Act of 2007 (S. 558) Access to Life-Saving Medicine Act (S. 623) Universal Health Care Choice and Access Act (S. 1019) State-based Health Care Reform Act (S. 1169) Medicare Quality Enhancement Act (S. 1544) Tax Equity for Domestic Partner and Health Beneficiaries Act (S. 1556) Wired for Health Care Quality Act (S. 1693) Biologics Price Competition and Innovation Act (S. 1695) Healthy Workforce Act (S. 1753) Ten Steps to Transform Health Care in America Act (S. 1783) Healthy Tax Reform Act (S. 1875) Children’s Health Insurance Reauthorization Act (S. 1893) Long-Term Care Affordability and Security Act of 2007 (S. 2337) Medicare, Medicaid and SCHIP Extension Act of 2007 (S. 2499) Medicare Prescription Drug Price Negotiation Act (H.R. 4)
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2007 · mid_year · MM
Small Business and Work Opportunity Act (H.R. 2) Shareholder Votes on Executive Pay Act (H.R. 1257) Technical Corrections on Pension Protection Act (not yet introduced) Women’s Retirement Security Act (S. 1288) U.S. Troop Readiness, Veterans’ Care, Katrina Recovery and Iraq Accountability Appropriations Act (H.R. 2206) The Pension Security Act (H.R. 2683) Defenders of Freedom Tax Relief Act (S. 1593) Ledbetter Fair Pay Act (H.R. 2831) Fair Pay Restoration Act (S. 1843) Restoring Pension Promises to Workers Act (S. 1725) Social Security Privacy and Identity Theft Prevention Act (H.R. 3046) Tax Collection Responsibility Act (H.R. 3056) Social Security Numbers Protection Act (H.R. 948) Regulatory DOL guidance on Form 5500 IRS/Treasury guidance on funding under Pension Protection Act IRS/Treasury guidance on distributions under Pension Protection Act DOL guidance on cross-trading statutory exemption IRS/Treasury/DOL guidance on non-spouse beneficiary rollovers IRS/Treasury guidance on deductibility of plan contributions IRS/Treasury guidance on employer stock diversification IRS/Treasury guidance on 415 IRS/Treasury guidance on Roth 401(k)s DOL guidance on qualified domestic relations orders IRS/Treasury guidance on permissible benefits in defined benefit plans IRS/Treasury guidance on phased retirement and age 62 distributions PBGC variable rate premium guidance IRS/Treasury guidance on mortality tables IRS/Treasury guidance on safe harbor 401(k) plans DOE contractor benefits policy IRS/Treasury Guidance on 409A and deferred compensation IRS Guidance on cash balance and other hybrid defined benefit plans DOL guidance on participant fee disclosure Small Business Tax Relief Act (H.R. 976)
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2006 · year_end · YY
2. Pension Protection Act of 2004 (H.R. 4) 3. Individual Social Security Investment Program Act (H.R. 530) 4. Retirement Security for Life Act (H.R. 819) 5. Tax Relief and Health Care Act (H.R. 6111) 6. Employee Pension Preservation and Taxpayer Protection Act (H.R. 2106) 7. Employee Benefits Protection Act (H.R. 1058) 8. 401(k) Automatic Enrollment Act (H.R. 1508) 9. Social Security Personal Savings Guarantee and Prosperity Act (H.R. 1776) 10. Individual and Workplace Retirement Savings Promotion Act (H.R. 1960) 11. Pension Preservation and Savings Expansion Act (H.R. 1961) 12. Pension Fairness and Full Disclosure Act (H.R. 2233) 13. Pension Security Disclosure Act (H.R. 2321) 14. Six-month Moratorium Bill (H.R. 2327) 15. The Pension Protection Act (H.R. 2830) 16. The Pension Preservation and Portability Act (H.R. 2831) 17. FY 2006 Appropriations bill for the U.S. Departments of Labor, HHS and Education (H.R. 3010) 18. Growing Real Ownership for Workers (H.R. 3304) 19. Tax Technical Corrections Act of 2005 (H.R. 3376) 20. Deficit Reduction Act (H.R. 4241) 21. Tax Increase Prevention and Reconciliation Act (H.R. 4297) 22. Budget Resolution for Fiscal Year 2006 23. National Employee Savings and Trust Equity Guarantee Act (S. 219) 24. Retirement Security for Life Act (S. 381) 25. Social Security Personal Savings Guarantee and Prosperity Act (S. 857) 26. Saving Social Security Act (S. 540) 27. Lifetime Savings Account Act (S. 545 and H.R. 1163) 28. Retirement Savings Account Act (S. 546 and H.R. 1162) 29. Employee Retirement Savings Account Act (S. 547 and H.R. 1161) 30. Save More for Retirement Act (S. 875) 31. Pension Fairness and Full Disclosure Act (S. 991) 32. Stop the Raid on Social Security Act (S. 1302) 33. Pension Benefits Protection Act (S. 1304) 34. Retirement Savings and Security Act (S. 1359) 35. Tax Technical Corrections Act of 2005 (S. 1447) 36. Deficit Reduction Omnibus Reconciliation Act (S. 1932) 37. Women’s Retirement Security Act (S.3951) 38. Kennedy-Hatch Retirement Equity Amendment (No.4857) on DOD Appropriations Bill (H.R. 5631) 39. The Gulf Opportunity Zone Act (H.R. 4440) 40. Pension Security and Transparency Act (S. 1783) 41. Tax Relief Extension Reconciliation Act (H.R. 4297/S. 2020) 42. Defined Benefit Security Act 43. Pension Benefits Protection Act (H.R. 4052/S. 1304) 44. Older Worker Opportunity Act (S. 1826) 45. Amerisave 46. Long-Term Care and Retirement Security Act (H.R. 2682/S. 1244) 47. 401(k) Enhancement Act: Encouraging Retirement Savings (S. 1819)\ 48. Deficit Reduction Act (s. 1932) 49. Savings Competitiveness Act of 2006 (s. 2431) 50. Tax Technical Corrections Act (S. 4026/H.R. 6264) 51. Automatic IRA Act (S. 3952) 1. Safe, Accountable, Flexible and Efficient Transportation Equity Act (H.R. 3)
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2005 · year_end · YY
Filing targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
AMERICAN BENEFITS COUNCIL via AMERICAN BENEFITS COUNCIL
2004 · mid_year · MM
Filing targets: Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Filing targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Management & Budget (OMB), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Filing targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Management & Budget (OMB), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Filing targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Management & Budget (OMB), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Filing targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Filing targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Filing targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Filing targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Filing targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Filing targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Filing targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Management & Budget (OMB), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Filing targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Filing targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Management & Budget (OMB), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Filing targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Management & Budget (OMB), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of, White House Office
Filing targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of, White House Office
Filing targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Filing targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Management & Budget (OMB), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of
Filing targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Management & Budget (OMB), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of
Filing targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of
Filing targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Office of Management & Budget (OMB), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of
Filing targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Management & Budget (OMB), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of
Filing targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Filing targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Filing targets: Centers For Medicare and Medicaid Services (CMS), Commodity Futures Trading Commission (CFTC), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Filing targets: Centers For Medicare and Medicaid Services (CMS), Commodity Futures Trading Commission (CFTC), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Filing targets: Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Management & Budget (OMB), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Filing targets: Centers For Medicare and Medicaid Services (CMS), Commodity Futures Trading Commission (CFTC), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Filing targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Filing targets: Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Technical Information Service, Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Filing targets: Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Technical Information Service, Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Filing targets: Centers For Medicare and Medicaid Services (CMS), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Filing targets: Centers For Medicare and Medicaid Services (CMS), Commodity Futures Trading Commission (CFTC), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Filing targets: Centers For Medicare and Medicaid Services (CMS), Commodity Futures Trading Commission (CFTC), Equal Employment Opportunity Commission (EEOC), Federal Accounting Standards Advisory Board (FASAB), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Management & Budget (OMB), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Filing targets: Centers For Medicare and Medicaid Services (CMS), Commodity Futures Trading Commission (CFTC), Equal Employment Opportunity Commission (EEOC), Federal Accounting Standards Advisory Board (FASAB), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Management & Budget (OMB), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Filing targets: Centers For Medicare and Medicaid Services (CMS), Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Management & Budget (OMB), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Filing targets: Centers For Medicare and Medicaid Services (CMS), Commodity Futures Trading Commission (CFTC), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Management & Budget (OMB), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Filing targets: Centers For Medicare and Medicaid Services (CMS), Commodity Futures Trading Commission (CFTC), Congressional Budget Office (CBO), Council of Economic Advisers (CEA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Filing targets: Centers For Medicare and Medicaid Services (CMS), Commodity Futures Trading Commission (CFTC), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Office of Management & Budget (OMB), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Filing targets: Centers For Medicare and Medicaid Services (CMS), Commodity Futures Trading Commission (CFTC), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Office of Management & Budget (OMB), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Filing targets: Centers For Medicare and Medicaid Services (CMS), Commodity Futures Trading Commission (CFTC), Federal Trade Commission (FTC), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Filing targets: Centers For Medicare and Medicaid Services (CMS), Commodity Futures Trading Commission (CFTC), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Filing targets: Centers For Medicare and Medicaid Services (CMS), Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Filing targets: Centers For Medicare and Medicaid Services (CMS), Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Filing targets: Commodity Futures Trading Commission (CFTC), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Office of Management & Budget (OMB), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of, Vice President of the U.S., White House Office
Filing targets: Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Management & Budget (OMB), Office of the Vice President of the United States, Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of, White House Office
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Office of Management & Budget (OMB), Office of the Vice President of the United States, SENATE, Treasury, Dept of, White House Office
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Filing targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office
Filing targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of, White House Office
Filing targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of, White House Office
Filing targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of
Filing targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of, White House Office
Filing targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of, White House Office
Regulatory Treasury/IRS guidance on hybrid plans including backloading Treasury/IRS guidance on combined plan limit Treasury/IRS/DOL final regulations and other guidance on 403(b) plans Treasury/IRS proposed regulations on single employer plan funding, benefit restrictions, interest rate modifications and mortality tables Treasury/IRS proposed regulations on automatic enrollment contributions Treasury/IRS proposed regulations on health, long term care and disability insurance in a qualified plan Treasury/IRS guidance on 409A and deferred compensation Treasury/IRS transition relief and guidance on 409A corrections Treasury/IRS guidance on nonqualified deferred compensation Section 162 (m) Treasury/IRS guidance on normal retirement age Treasury/IRS proposed guidance on 204(h) notices Treasury/IRS guidance on employer stock diversification DOL proposed regulations on PPA disclosure penalties DOL proposed regulations on selection of annuity providers for individual account plans DOL RFI on 401(k) plan fee and expense disclosure DOL proposed 408(b)(2) regulations for fee disclosure requirements DOL/ERISA Advisory Council Working Groups on participant defined contribution plan benefit statements, financial literacy, participant defined benefit plan statements, fiduciary responsibilities and revenue sharing DOL final regulations and other guidance on Form 5500 DOL final guidance and follow-up on qualified default investment alternative arrangements PBGC proposed regulations to change the variable rate premium (VRP) PBGC proposed guidance related to PPA implementation Shareholder Votes on Executive Compensation Act (H.R. 1257) Tax Equity for Health Plan Beneficiaries Act of 2007 (H.R. 1820) Farm Nutrition and Bioenergy Act of 2007, Food & Energy Security Act of 2007, title as passed (H.R. 2419) Pension Security Act of 2007 (H.R. 2683) Alternative Investments, Amending Internal Revenue Code provisions taxing partnerships involving alternative investments (H.R. 2785) Lilly Ledbetter Fair Pay Act of 2007 (H.R. 2831) Alternative Investments, Treating income received by partners for performing investment management as ordinary income (H.R. 2843) Tax Responsibility Act of 2007 (H.R. 3056) Fair Disclosure for Retirement Security Act of 2007 (H.R. 3185) ADA Restoration Act of 2007 (H.R. 3195) Mutual Fund Fee Reform Act (H.R. 3225) Pension Protection Technical Corrections Act of 2007 (H.R. 3361) Long-Term Care Affordability and Security Act of 2007 (H.R. 3363) Commission on the Tax Treatment of Hedge Funds and Private Equity Act of 2007 (H.R. 3417) Protecting Employees and Retirees in Business Bankruptcies Act of 2007 (H.R. 3652) Defined Contribution Plan Fee Transparency Act of 2007 (H.R. 3765) Bill to Delay the Effective Date of the PPA Funding Rules (H.R. 3868) Tax Reduction and Reform Act of 2007 (H. R. 3970) Offshore Deferred Compensation Reform Act of 2007 (H.R. 3923) The Temporary Tax Relief Act of 2007/Tax Increase Prevention Act of 2007 (H.R. 3996) Defenders of Freedom Tax Relief Act of 2007/Heroes Earnings Assistance and Tax Relief Act of 2007 – title as passed (H.R. 3997) AMT Relief Act of 2007 (H.R. 4351) Senate Tax Equity for Domestic Partner and Health Plan Beneficiaries Act (S. 1556) Defenders of Freedom Tax Relief Act of 2007 (S. 1593) Alternative Investments, Amending Internal Revenue Code provisions taxing partnerships involving alternative investments (S. 1624) Restoring Pension Promises to Workers Act (S. 1725) Fair Pay Restoration Act (S. 1843) Americans with Disabilities Act Restoration Act of 2007 (S. 1881) Pension Protection Technical Corrections Act of 2007 (S. 1974) Independent Contractor Proper Classification Act of 2007 (S. 2044) Protecting Employees and Retirees in Business Bankruptcies Act of 2007 (S. 2092) Offshore Deferred Compensation Reform Act of 2007 (S. 2199) Long-Term Care Affordability and Security Act of 2007 (S. 2337) Defined Contribution Fee Disclosure Act of 2007 (S. 2473) Small Business Tax Relief Act/Children’s Health Insurance (CHIP) Reauthorization Act of 2007, title as passed (H.R. 976)
Filing targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of, White House Office
S. 358 Genetic Information Nondiscrimination Act of 2007 S. 558 Mental Health Parity Act of 2007 S. 1019 Universal Health Care Choice and Access Act S. 1544 Medicare Quality Enhancement Act of 2007 S. 1556 Tax Equity for Domestic Partners and Health Plan Beneficiaries Act S. 1693 Wired for Health Care Quality Act S. 1695 Biologics Price Competition and Innovation Act of 2007 S. 1814 Health Information Privacy and Security Act of 2007 S. 1875 Healthy Tax Reform Act S. 1893 Children’s Health Insurance Reauthorization Act of 2007 S. 1899 Universal Health Coverage Act HR 4 Medicare Prescription Drug Price Negotiation Act of 2007 HR 15 National Health Insurance Act HR 493 Genetic Information Nondiscrimination Act of 2007 HR 506 Health Partnership Through Creative Federalism Act HR 1038 Access to Life-Saving Medicine Act HR 1368 Personalized Health Information Records Act of 2007 HR 1424 Paul Wellstone Mental Health and Addiction Equity Act of 2007 HR 1820 Tax Equity for Health Plan Beneficiaries Act of 2007 HR 2639 Promoting Health for Future Generations Act of 2007 HR 3162 Children’s Health and Medicare Protection Act HR 3163 Healthy Americans Act HR 3234 HSA Improvement and Expansion Act of 2007 HR 3306 Flexible Health Savings Act of 2007 HR 3370 Medicare Quality Enhancement Act of 2007 Regulatory: • Equal Employment Opportunity Commission on Clarification of the Applicability of the Age Discrimination in Employment Act (ADEA) to Employer-Sponsored Health Care Benefits for Retirees • Internal Revenue Service Proposed Rule on Employee Benefits Cafeteria Plans [REG-142695-05] issued August 3, 2007 • Health and Human Services Department Proposed Rule on Chartered Value Exchanges, issued May 8, 2007 S. 334 Health Americans Act S. 1753 Health Workforce Act
Filing targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of, White House Office
S. 309 To amend the Internal Revenue Code of 1986 to provide for the disposition of unused health benefits in cafeteria plans and flexible spending arrangements. S. 334 Pharmaceutical Market Access and Drug Safety Act of 2005 S. 354 Help Efficient, Accessible, Low-Cost, Timely Healthcare Act of 2005 or the `HEALTH Act of 2005 S. 406 Small Business Health Fairness Act of 2005 S. 544 Patient Safety and Quality Improvement Act of 2005 S. 577 HIPAA Recreational Injury Technical Correction Act S. 772 Workforce Health Improvement Program Act of 2005 S. 978 Healthcare Tax Relief for the Uninsured Act of 2005 S. 1015 Health Care Choice Act of 2005 S. 1244 Long-Term Care and Retirement Security Act of 2005 S. 1356 Medicare Value Purchasing Act of 2005 S. 1418 Wired for Health Care Quality Act S. 1447 Tax Technical Corrections Act of 2005 S. 1932 Deficit Reduction Act of 2005 S. 3585 HSA Improvement and Expansion Act of 2006 HR 5 Help Efficient, Accessible, Low-cost, Timely Healthcare (HEALTH) Act of 2005 HR 525 Small Business Health Fairness Act of 2005 HR 700 Pharmaceutical Market Access and Drug Safety Act of 2005 HR 1227 Genetic Information Nondiscrimination Act of 2005 HR 1402 Paul Wellstone Mental Health Equitable Treatment Act of 2005 HR 1634 Workforce Health Improvement Program Act of 2005 HR 1872 Health Coverage for the Uninsured Act of 2005 HR 1998 To amend the Internal Revenue Code of 1986 to provide for the disposition of unused benefits in health flexible spending arrangements. HR 2234 21st Century Health Information Act of 2005 HR 2355 Health Care Choice Act of 2005 HR 2682 Long-Term Care and Retirement Security Act of 2005 HR 2793 HIPAA Recreational Injury Technical Correction Act HR 2830 Pension Protection Act of 2005 HR 3204 State High Risk Pool Funding Extension Act of 2005 HR 3205 Patient Safety and Quality Improvement Act of 2005 HR 3376 Tax Technical Corrections Act of 2005 HR 4157 Health Information Technology Promotion Act of 2006 HR 4241 Deficit Reduction Act of 2005 HR 4262 Tax-Free Health Savings Act of 2006 HR 4511 Health Flex Act HR 5586 HSA Premium Affordability Act of 2006 HR 5743 HSA Improvement and Expansion Act of 2006 HR 6111 The Tax Relief and Health Care Act of 2006 HR 6134 Health Opportunity and Patient Empowerment Act of 2006 HR 5262 Tax Free Health Savings Act of 2006 S. 4 Healthy America Act of 2005 S. 16 Affordable Health Care Act S. 288 State High Risk Pool Funding Extension Act of 2005 S. 306 Genetic Information Nondiscrimination Act of 2005
Filing targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of, White House Office