id,filing_uuid,filing_type,registrant_name,registrant_id,client_name,filing_year,filing_period,issue_code,specific_issues,government_entities,income_amount,expense_amount,is_no_activity,is_termination,received_date
2769141,60d2d0c7-fede-4876-8256-2efeb35b0fcf,1T,"MELTSNER STRATEGIES, LLC",401079030,NATIONAL ORGANIZATION OF SOCIAL SECURITY CLAIMANTS' REPRESENTATIVES,2022,first_quarter,RET,"Fee increase for Social Security Claimants' Representatives part of Social Security 2100, H.R. 5723 Stop The Wait Act (yet unnumbered)","HOUSE OF REPRESENTATIVES,SENATE",15000,,0,1,2022-03-01T10:21:21-05:00
2770066,db720152-b465-4470-9086-0aa00cf63fcd,Q1,NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS,26901,NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS,2022,first_quarter,RET,"Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.","HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),SENATE,Treasury, Dept of",,425387,0,0,2022-04-06T09:13:09-04:00
2770094,fb8257fa-f48a-4ac0-813e-d4b91de2f746,Q1,"FORSCEY, PLLC",52880,"WRITERS GUILD OF AMERICA, WEST",2022,first_quarter,RET,Work in support of additional legislation and implementing regulations to the American Recovery Act provision that provided direct grants to certain distressed multi-employers to make up for funding shortfalls in such plans and to improve funding of the Pension Benefit Guaranty Corporation (PBGC).,"HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of",30000,,0,0,2022-04-06T09:35:43-04:00
2770317,b2505c36-97f5-4517-abc5-43d0177fde9f,Q1,"DOUCET CONSULTING SOLUTIONS, LLC",401104418,LOUISIANA SHERIFFS' ASSOCIATION,2022,first_quarter,RET,"Support of the Public Servants Protection and Fairness Act of 2021, H.R. 2337","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2022-04-07T10:50:52-04:00
2770436,8d0f174b-54eb-45cb-898d-d6f7ff232482,Q1,NATIONAL ASSOCIATION OF POSTAL SUPERVISORS,401075023,NATIONAL ASSOCIATION OF POSTAL SUPERVISORS,2022,first_quarter,RET,"H.R. 82/S. 1302 - the Social Security Fairness Act, legislation is repeal the Government Pension Offset and the Windfall Elimination Provision H.R. 2337, the Public Servants Protection and Fairness Act H.R. 304, the Equal COLA Act H.R. 4315, the Fair COLA for Seniors Act","HOUSE OF REPRESENTATIVES,SENATE",,15000,0,0,2022-04-07T16:35:49-04:00
2770652,d4fb5b2e-5999-407d-a378-a14c5e45b077,Q1,HOLLAND & KNIGHT LLP,18466,"CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.",2022,first_quarter,RET,Educating members of Congress and staff on financial planning business tax incentives and retirement issues and policy.,"HOUSE OF REPRESENTATIVES,SENATE",80000,,0,0,2022-04-08T11:06:56-04:00
2770921,c1e17d68-0905-4653-91b9-c7165a80e695,Q1,RICH FEUER ANDERSON,84775,BLACKROCK FUNDS SERVICES GROUP LLC (FORMERLY BLACKROCK CAPITAL MANAGEMENT INC.),2022,first_quarter,RET,"Issues related to retirement security and savings, including retirement income products and retirement income disclosures and H.R.2594, the ""Securing a Strong Retirement Act of 2021.""","HOUSE OF REPRESENTATIVES,SENATE",80000,,0,0,2022-04-08T20:32:13-04:00
2771135,fc735477-57af-4c0b-9947-b1aa2aaf36f1,Q1,"INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO",50400,INTERNATIONAL UNION OF POLICE ASSOCIATIONS AFL-CIO,2022,first_quarter,RET,"HR82, HR2337, S 129, HR2936, HR 3071, S 1511, HR 3595, HR 2936, HR 3172","HOUSE OF REPRESENTATIVES,SENATE",,20000,0,0,2022-04-10T12:29:37-04:00
2771265,1727b260-272c-444f-aa62-939464b470b3,Q1,"CASSIDY & ASSOCIATES, INC.",8453,SOCIETY OF ACTUARIES,2022,first_quarter,RET,General legislative issues related to actuarial profession,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2022-04-11T10:14:26-04:00
2771391,032f1b4d-ab3d-4bed-8452-f5beaa4392a4,Q1,BUCHANAN INGERSOLL & ROONEY PC,55291,"THE RITESCREEN COMPANY, LLC",2022,first_quarter,RET,Development of companys government relations objectives and strategy with respect to Coal Act retirees issue.,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2022-04-11T11:55:36-04:00
2771488,54e812a5-8881-41ae-9fd7-703d96e666be,Q1,DENT STRATEGIES,401105616,CUNA MUTUAL GROUP,2022,first_quarter,RET,"s. 1770, Retirement Savings and Security Act - promote employer sponsorship of retirement savings plans and employees participation in plans H.R. 2954, Secure a Strong Retirement Act - promote employer sponsorship of retirement savings plans and employees participation in plans H.R. 2917/S. 1443, Retirement Parity for Student Loans Act - allow employers to make matching contributions to a 401(k) plan while their employees make student loan payments 2022 Budget Reconciliation to Build Back Better - retirement security provisions S.1870/H.R. 7146 - Enhancing Emergency and Retirement Savings Act - withdrawal from retirement account for emergency expenses S. 2061 - Strengthening Financial Security Through Short-Term Savings Accounts - withdrawal from retirement account for emergency expenses DOL Fiduciary Rule - build awareness of issues associated with anticipated new rule by Department of Labor revising current standard for advisors to give investment advice","HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2022-04-11T13:27:07-04:00
2771627,e4177e36-6cae-494d-af90-d600e26e4b8b,Q1,MR. MARK REY,400454181,NATIONAL OLDER WORKERS CAREER CENTER,2022,first_quarter,RET,Assisting retired federal workers secure new employment opportunities,"HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),SENATE,U.S. Forest Service",6000,,0,0,2022-04-11T16:12:00-04:00
2771633,01e0c9b9-00de-4086-860a-4ff5c3818bc9,Q1,NATIONAL ORGANIZATION OF SOCIAL SECURITY CLAIMANTS' REPRESENTATIVES,28253,NATIONAL ORGANIZATION OF SOCIAL SECURITY CLAIMANTS' REPRESENTATIVES,2022,first_quarter,RET,"Issues related to the Social Security disability application and appeals process (generally, no specific legislation) H.R 157 Guam Supplemental Security Income Equity Act (generally no specific provisions) H.R. 537 Supplemental Security Income Equality Act (generally no specific provisions) H.R. 3824 S. 2065 To amend title XVI of the Social Security Act to update eligibility for the supplemental security income program, and for other purposes (general no specific provisions) H.R. 4003 S. 2108 To amend title II of the Social Security Act to eliminate work disincentives for childhood disability beneficiaries (general no specific provisions) Inclusion of H.R. 3824 S. 2065 To amend XVI of the Social Security Act to update eligibility for the supplemental security income program and for other purposes in H.R. 5376 The Build Back Better Act H.R. 5723/ S.3971 The Social Security 2100 Act (generally no specific issues)","HOUSE OF REPRESENTATIVES,SENATE,Social Security Administration (SSA)",,50000,0,0,2022-04-11T16:16:24-04:00
2771835,7788673e-4c29-4624-8776-6cf66c8a9ec5,Q1,GUSTO,401106368,GUSTO,2022,first_quarter,RET,Issues related to small business defined contribution retirement plans,"HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2022-04-12T10:00:45-04:00
2772151,7d56fa75-d920-43ff-981a-e5ddeb2b7bd7,Q1,PRIMACY STRATEGY GROUP,401105877,HEALTH&PENSIONWORKS (FKA HEALTHWORKS),2022,first_quarter,RET,"Multiemployer Pension Reform FY2022 Authorizations, Appropriations, and Budget Policy","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2022-04-12T13:07:14-04:00
2772777,728f1556-182e-40dd-92c2-7db9f7d798f6,Q1,NATIONAL COUNCIL OF FARMER COOPERATIVES,27638,NATIONAL COUNCIL OF FARMER COOPERATIVES,2022,first_quarter,RET,Issues relating to pension plans sponsored by farmer cooperatives; provisions relating to and impacting farmer cooperatives,"HOUSE OF REPRESENTATIVES,SENATE",,351500,0,0,2022-04-13T11:22:37-04:00
2773035,2e3b439b-8f87-4d6e-aa2c-935a0ed21e4c,Q1,DYKEMA GOSSETT PLLC,12915,JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.),2022,first_quarter,RET,"Lobbied in support of retirement security and pension provisions. Lobbied on proposed Fiduciary Rule. Lobbied in support of H.R. 2954, Securing a Strong Retirement Act of 2022.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2022-04-13T15:16:30-04:00
2773051,fa63bfb2-e68b-49c5-ba45-4bb7b2c2ed90,Q1,AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES,3481,AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES,2022,first_quarter,RET,H.R. 1319 - American Rescue Plan Act of 2021 H.R. 2796 - Family Attribution Modernization Act H.R. 2917 - Retirement Parity for Student Loans Act of 2021 H.R. 2927 - SAVE Act of 2021 H.R. 2954 - Securing a Strong Retirement Act of 2022 H.R. 3387 - Financial Factors in Selecting Retirement Plan Investments Act H.R. 5376 - Build Back Better Act H.R. 5832 - Retirement Savings Lost and Found Act of 2021 H.R. 5891 - Retirement Improvement and Savings Enhancement (RISE) Act H.R. 6241 - Disaster Retirement Savings Act H.R. 6782 - Auto Reenroll Act of 2022 H.R. 7146 - Enhancing Emergency and Retirement Savings Act of 2022 H.R. 7310 - Protecting Americas Retirement Security Act S. 1443 - Retirement Parity for Student Loans Act S. 1703 - Improving Access to Retirement Savings Act S. 1730 - Retirement Savings Lost and Found Act of 2021 S. 1762 - Financial Factors in Selecting Retirement Plan Investments Act S. 1770 - Retirement Security and Savings Act of 2021 S. 1870 - Enhancing Emergency and Retirement Savings Act of 2021 S. 2583 - Disaster Retirement Savings Act S. 3712 - Auto Reenroll Act of 2022 S. 3955 - Starter-K Act of 2022,"HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE",,285202,0,0,2022-04-13T15:29:42-04:00
2773176,31aeeb4c-1d8b-43bf-9782-9059319f2676,Q1,"DUTKO WORLDWIDE, LLC",12868,ACCENTURE FEDERAL SERVICES LLC,2022,first_quarter,RET,Monitor IT Modernization at the Social Security Administration. Support language to accelerate IT modernization efforts at SSA.,"HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2022-04-13T16:36:52-04:00
2773559,c5f004d2-522a-4ab5-8ab7-9be3989f7caf,Q1,INTERNATIONAL FEDERATION OF PROFESSIONAL AND TECHNICAL ENGINEERS (IFPTE),19968,INTERNATIONAL FEDERATION OF PROFESSIONAL AND TECHNICAL ENGINEERS (IFPTE),2022,first_quarter,RET,Social Security 2100 Act Federal Worker pension policy Medicare and Medicaid expansion/protect against cuts,"HOUSE OF REPRESENTATIVES,SENATE",,80000,0,0,2022-04-14T10:00:00-04:00
2773667,1accaea0-7b1a-4c24-8f54-190d0d47497b,Q1,POYNER SPRUILL LLP,400563685,AMERICAN RETIREMENT ASSOCIATION,2022,first_quarter,RET,"Retirement plan correction programs, reporting and disclosure, enforcement activities, and rulings.","Internal Revenue Service (IRS),Pension Benefit Guaranty Corporation (PBGC)",30000,,0,0,2022-04-14T11:13:00-04:00
2773791,764a6958-12be-467d-86f7-b93af92fc7ee,Q1,KEVIN KAYES,401104434,ARCBEST,2022,first_quarter,RET,"Implementation of the multiemployer pension relief included in the previously enacted H.R. 1319, the American Rescue Plan of 2021, PL 117-2.","HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2022-04-14T12:06:12-04:00
2773801,862e7819-3a6c-41cc-9279-e6d4935ac53e,1T,KEVIN KAYES,401104434,THE BROADWAY LEAGUE INC.,2022,first_quarter,RET,"Implementation of multiemployer pension plan relief included in the American Rescue Plan of 2021, PL 117-2.","HOUSE OF REPRESENTATIVES,SENATE",40000,,0,1,2022-04-14T12:09:01-04:00
2774175,52a3a173-8f7f-49fe-b115-915443b42504,Q1,"VERITAS ADVISORS, LLP",283878,CLEARWATER PAPER,2022,first_quarter,RET,General Retirement - no specific bills at this time.,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2022-04-14T14:12:45-04:00
2774543,5d9dabdc-946f-43fc-a3bb-7b702343c1c4,Q1,DAVIS & HARMAN LLP,11674,LPL FINANCIAL,2022,first_quarter,RET,"Proposals to enhance retirement savings opportunities for employers, employees, and individuals, including self correcting inadvertent plan errors. Small business tax credit. Issues related to Code Section 199A. Issues related to the Department of Labor's regulation defining fiduciary. Required minimum distribution issues. SIMPLE IRAs. H.R. 1938, Small Employer Retirement Savings Auto-Enrollment Credit Act (116th Congress). S. 1770, Retirement Security and Savings Act. S. 321, Retirement Security Act (116th Congress). S. 1272, SIMPLE Plan Modernization Act. H.R. 8083, Preserving Employee Retirement Savings Act (116th Congress). S. 1703, Improving Access to Retirement Savings. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). S. 1233, Small Business Tax Fairness and Compliance Simplification Act. H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. S. 2387, Small Business Tax Fairness Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2022-04-14T17:12:25-04:00
2774559,7f894fe3-7e13-4dcc-b90f-ecca2740db63,1T,DAVIS & HARMAN LLP,11674,SMART USA CO.,2022,first_quarter,RET,"Issues related to retirement savings, small business retirement plan coverage, small business start-up credit, Pooled Employer Plans, Groups of Plans, lifetime income, Savers Credit, access to portable savings arrangements, QLACs, required minimum distribution age, child savings accounts, and automatic retirement plan or IRA arrangements. H.R. 4523, Automatic Retirement Plan Act (115th Congress). S. 2370, Automatic IRA Act (116th Congress). H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes (116th Congress). S. 2206, Young American Savers Act. H.R. 1319, the American Rescue Plan Act. S. 1703, Improving Access to Retirement Savings Act. H.R. 2913, Encouraging Americans to Save Act. H.R. 2954, Securing a Strong Retirement Act. S. 1770, Retirement Security and Savings Act. H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act.","HOUSE OF REPRESENTATIVES,SENATE",40000,,0,1,2022-04-14T17:19:31-04:00
2774575,54fcfd41-53c9-41d6-8782-189d60a85d94,Q1,DAVIS & HARMAN LLP,11674,GIRL SCOUTS OF THE USA,2022,first_quarter,RET,"Pension funding issues. PBGC related issues. H.R. 2954, Securing a Strong Retirement Act.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2022-04-14T17:31:24-04:00
2774586,35b592f2-8a9a-4baa-89ad-698fd0e7e965,Q1,DAVIS & HARMAN LLP,11674,NATIONWIDE INSURANCE COMPANIES,2022,first_quarter,RET,"Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creation of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Issues related to the Department of Labor's regulation defining fiduciary. Proposals related to emergency savings accounts. Qualified plan issues. Proposals related to self correcting inadvertent plan errors. Proposals that would consolidate various retirement and IRA types. Proposals related to annuity incentives. Proposals related to electronic disclosure. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). S. 321, Retirement Security Act (116th Congress). Proposals related to ETFs and variable annuities. H.R. 2951, To direct the Secretary of the Treasury to modify certain regulations relating to insurance dedicated exchange traded funds. S. 1703, Improving Access to Retirement Savings Act. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). H.R. 1319, the American Rescue Plan Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. H.R. 2741, Public Service Retirement Fairness Act.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2022-04-14T17:37:11-04:00
2774597,4934e2d9-3710-4316-9de8-8a3a661c6e46,Q1,DAVIS & HARMAN LLP,11674,BROKER/DEALER COORDINATION GROUP,2022,first_quarter,RET,Issues related to the effect of the Department of Labor's fiduciary definition regulation and coordination of such regulation with SEC broker/dealer standard of care. Legislative proposals to address the fiduciary issue or the SEC standard of care. State fiduciary rules.,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",40000,,0,0,2022-04-14T17:41:11-04:00
2774606,a76f472d-d672-40e8-86f1-8464fb9ee61e,Q1,DAVIS & HARMAN LLP,11674,EDWARD JONES INVESTMENTS,2022,first_quarter,RET,"Proposals related to small business retirement issues and retirement savings issues. SIMPLE IRAs. Issues related to automatic enrollment. Partnership tax issues. Required minimum distribution issues. Proposals to assist military spouses. Issues related to Code Section 199A. Issues related to emergency savings. Proposals related to net investment income. S. 321, Retirement Security Act (116th Congress). H.R. 4117, IRA Preservation Act (116th Congress). H.R. 1453/S. 1273, Military Spouses Retirement Security Act. S. 1703, Improving Access to Retirement Savings Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress), S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. S. 1233/H.R. 821, Small Business Tax Fairness and Compliance Simplification Act. H.R. 5376, Build Back Better Act. S. 2387, Small Business Tax Fairness Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act.","HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2022-04-14T17:46:02-04:00
2774611,392b24c2-faed-4d07-8321-65eecd434fb8,Q1,DAVIS & HARMAN LLP,11674,FMR LLC,2022,first_quarter,RET,"Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creating of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Qualified plan issues. Proposals related to self correcting inadvertent plan errors. Proposals related to electronic disclosure. S. 1770, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). H.R. 4610/S. 3795, RETIRE Act. S. 1272, SIMPLE Plan Modernization Act. S. 321, Retirement Security Act (116th Congress). Issues related to e-notarization. S. 1443/H.R. 2917, Retirement Parity for Student Loans Act. S. 1625, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. S. 1703, Improving Access to Retirement Savings. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2022-04-14T17:48:11-04:00
2774630,156e00b6-c444-41ee-a303-cf3af4ac47f1,Q1,DAVIS & HARMAN LLP,11674,AMERICAN BENEFITS COUNCIL,2022,first_quarter,RET,"Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding and multiemployer plan issues. Issues related to nonqualified deferred compensation. Work regarding automatic plans and backdoor Roth contributions. Issues related to Internal Revenue Code Section 162(m). Issues related to tax incentives for retirement savings. Issues related to electronic notarization. Proposals related to environmental, social, and governance plan investments and proxy voting. Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals related PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to PBGC collections and PBGC disclosure and mediation issues. Proposals related to electronic disclosure of information under ERISA. Proposals regarding compliance of retirement plans. Issues related to Form 5500 filing and missing participants. Issues related to the use of brokerage windows in defined contribution plans. Proposals to reform the multiple employer plan rules. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. Proposals related to stretch IRAs. Issues related to access to death master file. Issues related to government issued mortality tables. Proposals to amend the nondiscrimination provisions to protect older, longer service employees. Issues related to swap, margin, and capital rules. State-administered retirement plan initiatives. Annuitization with respect to defined benefit plans. QLACs. Effects of corporate integration on retirement plans. Proposals that would consolidate various retirement and IRA types. Proposals to create a retirement lost and found. Child Savings Accounts. Proposals related to the establishment of savings accounts for emergencies. Proposals related to disaster relief. Issues related to paid family and medical leave. Work regarding 15% pension minimum tax issue. H.R. 4523, the Automatic Retirement Plan Act (115th Congress). Proposals related to self-correcting inadvertent plan errors. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). H.R. 4830, Pension and Budget Integrity Act. H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). S. 1272, SIMPLE Plan Modernization Act. H.R. 1084, Family Savings Act (116th Congress). S. 1443/H.R. 2917, Retirement Parity for Student Loans Act. S. 1770, Retirement Security and Savings Act. S. 2370, Automatic IRA Act (116th Congress). S. 1730, Retirement Savings Lost and Found Act. S. 3814, RESTART Act (116th Congress). S. 5064, A bill to amend the Internal Revenue Code of 1986 to increase retirement savings, to improve retirement plan administration (116th Congress). H.R. 2954, Securing A Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes (116th Congress). H.R. 409/H.R. 423, Emergency Pension Plan Relief Act. H.R. 1319, the American Rescue Plan Act. S 1870, Enhancing Emergency and Retirement Savings Act of 2021. H.R. 4678/S. 2446, Women's Retirement Protection Act. H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 6912, Pooled Employer Plan Fix Act. H.R.2741, Public Service Retirement Fairness Act of 2021. H.R. 5877/S. 3746, Pension Risk Transfer Accountability Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act.","HOUSE OF REPRESENTATIVES,SENATE",80000,,0,0,2022-04-14T17:59:28-04:00
2774714,9bc9a0dd-a462-46b9-bde8-20c784b18ca9,Q1,KELLANOVA,21335,KELLANOVA,2022,first_quarter,RET,"Proposals relating to multiemployer pension plans in connection with P.L. No.117-2, the American Rescue Plan Act of 2021","HOUSE OF REPRESENTATIVES,SENATE",,280000,0,0,2022-04-15T08:31:40-04:00
2774785,8446015f-3e91-4366-96ef-c210133b0256,Q1,DAVIS & HARMAN LLP,11674,WILLIS NORTH AMERICA INC,2022,first_quarter,RET,"Issues related to government issued mortality tables. Issues related to tax incentives for retirement savings. Retirement assumption issues. Work regarding 15% pension minimum tax issue. S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. H.R. 5376, Build Back Better Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act.","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2022-04-15T09:10:57-04:00
2774797,01d98bf9-1529-499b-a253-a6dd4119140b,Q1,DAVIS & HARMAN LLP,11674,TRANSAMERICA LIFE INSURANCE COMPANY,2022,first_quarter,RET,"Proposals related to retirement plans for small business. Proposals to reform the multiple employer plan rules. Proposals related to ABLE accounts. Issues related to defined benefit plan funding. Guidance related to nondiscrimination rules for defined contribution plan annuity investment products. Issues related to tax incentives for retirement savings. Issues related to income investment options. Proposals related to electronic disclosure. Plan consolidation. Issues related to PEP trustees. Issues related to audits of groups of plans. Proposals to amend the Internal Revenue Code and ERISA to avoid duplicative annual reporting, including H.R. 982 and S. 354. S. 1770, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). S. 321, Retirement Security Act. H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 4637, the SAVE Act (115th Congress). H.R. 4610/S. 3759, RETIRE Act (115th Congress). Issues related to e-notarization. H.R. 2741, Public Service Retirement Fairness Act. S. 1625, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. S. 1703, Improving Access to Retirement Savings. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). H.R. 423/H.R. 409, Emergency Pension Plan Relief Act. H.R. 1319, the American Rescue Plan Act. H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 6912, Pooled Employer Plan Fix Act. H.R. 2741, Public Service Retirement Fairness Act of 2021. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act.","HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2022-04-15T09:15:27-04:00
2774812,2327e7b2-0048-4603-bed0-ede3ce2e9108,Q1,DAVIS & HARMAN LLP,11674,NATIONAL RURAL ELECTRIC COOPERATIVE ASSN,2022,first_quarter,RET,"Proposals related to PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Proposals related to nondiscrimination testing of pension plans. Proposals related to defined benefit plan administration. Proposals related to employee tax credit for employer retirement contributions. Issues related to Internal Revenue Code Section 415. S. 1770, Retirement Security and Savings Act. S. 2352, Retirement Security Preservation Act (116th Congress). S. 2913/H.R. 5202, Protecting Critical Services for Mothers and Babies Act (116th Congress). S. 1625, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. H.R. 8083, Preserving Employee Retirement Savings Act (116th Congress). S. 1703, Improving Access to Retirement Savings Act. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R.6738, Retirement Tax Credit Parity for Cooperatives and Charities Act.","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2022-04-15T09:19:50-04:00
2774832,b16c51dd-b78c-42ad-9687-0b6a4a6a1a10,Q1,DAVIS & HARMAN LLP,11674,STATE STREET BANK AND TRUST CO.,2022,first_quarter,RET,"Issues related to expanding retirement coverage and adequacy, facilitating retirement income, and increasing retirement security. Issues related to qualifying longevity annuity contracts. Issues related to state law preemption. Proposals to reform the multiple employer plan rules. Issues related to default annuitization. H.R. 1907, Retirement Security for American Workers Act (116th Congress). Proposals related to environmental, social, and governance criteria in plan investments and proxy voting. Child Savings Accounts. H.R. 4523, the Automatic Retirement Plan Act (115th Congress). 403(b) investments. Annuity defaults. Annuity tax credits. S. 1770, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). S. 321, Retirement Security Act (116th Congress). H.R. 2741, Public Service Retirement Fairness Act. S. 1703, Improving Access to Retirement Savings. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). H.R. 1319, the American Rescue Plan Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act of 2021. H.R. 5376, Build Back Better Act. H.R. 2913, Encouraging Americans to Save Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. H.R.2741, Public Service Retirement Fairness Act.","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2022-04-15T09:25:38-04:00
2774844,a95c28be-e091-4f5b-988e-8a24b38a6c50,1A,DAVIS & HARMAN LLP,11674,STATE STREET BANK AND TRUST CO.,2022,first_quarter,RET,"Issues related to expanding retirement coverage and adequacy, facilitating retirement income, and increasing retirement security. Issues related to qualifying longevity annuity contracts. Issues related to state law preemption. Proposals to reform the multiple employer plan rules. Issues related to default annuitization. H.R. 1907, Retirement Security for American Workers Act (116th Congress). Proposals related to environmental, social, and governance criteria in plan investments and proxy voting. Child Savings Accounts. H.R. 4523, the Automatic Retirement Plan Act (115th Congress). 403(b) investments. Annuity defaults. Annuity tax credits. S. 1770, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). S. 321, Retirement Security Act (116th Congress). H.R. 2741, Public Service Retirement Fairness Act. S. 1703, Improving Access to Retirement Savings. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). H.R. 1319, the American Rescue Plan Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act of 2021. H.R. 5376, Build Back Better Act. H.R. 2913, Encouraging Americans to Save Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. H.R.2741, Public Service Retirement Fairness Act.","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2022-04-15T09:28:44-04:00
2775726,da31dba8-0e32-4d84-9d92-5d5838ea6fee,Q1,"LONGBOW PUBLIC POLICY GROUP, LLC",401106355,"CENTER FOR CAPITAL MARKETS COMPETITIVENESS, U.S. CHAMBER OF COMMERCE",2022,first_quarter,RET,"Amendments to Prohibited Transaction Exemption (PTE) 2020-02 to allow compliance with the Securities and Exchange Commission's Regulation Best Interest to be a safe harbor that satisfies PTE 2020-02's requirement that a financial institution have policies and procedures that mitigate conflicts of interest. Employee Benefits Security Administration proposed rule regarding ""Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights""; provisions related to the exercise of shareholder rights (86 Fed. Reg. 57272, Oct. 14, 2021). Anticipated Fiduciary Rule further defining and delimiting the definition of fiduciary pursuant to the Employee Income Security Retirement Act.","Labor, Dept of (DOL),SENATE",30000,,0,0,2022-04-15T15:59:02-04:00
2775732,edc68b9f-ab66-4628-af43-a0ff9b5adec0,Q1,"LONGBOW PUBLIC POLICY GROUP, LLC",401106355,UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA,2022,first_quarter,RET,Education concerning the need to authorize two-pool withdrawal liability and other alternative plan designs for multiemployer defined benefit plans in the construction industry.,SENATE,20000,,0,0,2022-04-15T16:00:23-04:00
2775737,eb018241-feda-4dab-9333-3d5a12b75067,Q1,"LONGBOW PUBLIC POLICY GROUP, LLC",401106355,SIGNATORY WALL AND CEILING CONTRACTORS ALLIANCE,2022,first_quarter,RET,"H.R. 2954, the ""Securing a Strong Retirement Act,"" legislation to improve the retirement savings system for U.S. workers; education concerning the need to include provisions to further safeguard multiemployer, defined-benefit pension plans through alternative plan designs. Provisions in Employee Benefits Security Administration proposed rule regarding ""Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights"" related to selecting plan investments (86 Fed. Reg. 57272, Oct. 14, 2021).","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",50000,,0,0,2022-04-15T16:01:44-04:00
2775811,3f089ab3-22ac-4dec-a8cc-f12992be9d9f,Q1,KASOWITZ LLP,401103221,YELLOW CORPORATION,2022,first_quarter,RET,Provide advice and counsel related to pension reform issues.,,9304,,0,0,2022-04-15T16:31:03-04:00
2775856,e0c50e79-f1eb-4196-94dd-652e05bc9320,1T,TIBER CREEK GROUP,20744,"THE CAPITAL GROUP COMPANIES, INC. AND ITS AFFILIATES",2022,first_quarter,RET,Issues related to retirement savings; H.R. 2954 - Securing a Strong Retirement Act of 2021.,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,1,2022-04-15T16:50:17-04:00
2776073,ed79b83a-4b27-4d12-91e7-4b3e2d99822d,Q1,TIBER CREEK GROUP,20744,UNITED SERVICES AUTOMOBILE ASSOCIATION,2022,first_quarter,RET,Implementation of the Setting Every Community Up for Retirement Enhancement Act (PL 116-94); S. 1770 - Retirement Security & Savings Act; H.R. 2954 - The Securing a Strong Retirement Act of 2021.,"HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2022-04-15T19:20:19-04:00
2776159,35d7bb76-e136-4cd3-9b89-d1dbcf48a356,Q1,INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES,401105446,INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES,2022,first_quarter,RET,Oppose the Giving Retirement Options to Workers Act,,,60000,0,0,2022-04-15T21:44:31-04:00
2776351,a6b22f64-8dbb-4e28-b955-061fc4e83bee,Q1,GLADNEY LAW GROUP,401105457,"INTERN ASSOC OF BRIDGE, STRUCTURAL, ORNAMENTAL AND REINFORCING IRONWORKERS",2022,first_quarter,RET,Amendment to 26U.S.C. 414(k),"HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE",,,0,0,2022-04-16T10:38:53-04:00
2776360,45c758be-fe50-4315-96db-0982def835df,Q1,GLADNEY LAW GROUP,401105457,"ULLICO, INC.",2022,first_quarter,RET,Pension reform,SENATE,,,0,0,2022-04-16T10:41:00-04:00
2776379,a4fe6868-07cb-4bdb-ab32-a1c064b2b249,Q1,FORBES-TATE,400976792,INSURED RETIREMENT INSTITUTE,2022,first_quarter,RET,Issues related to retirement savings.,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2022-04-16T11:02:56-04:00
2776505,fbfb6d05-55f6-4313-b8b5-01fae0b9686f,Q1,"CAPCITY ADVOCATES, LLC",291993,NATIONAL ASSOCIATION FOR FIXED ANNUITIES,2022,first_quarter,RET,"All legislation and regulation impacting fixed annuities. Department of Labor- Improving Investment Advice for Workers & Retirees (ZRIN 1210-ZA29). S. 1770, the Retirement Security and Savings Act. H.R. 2954, the Securing a Strong Retirement Act. H.R. 6746, the Lifetime Income For Employees (LIFE) Act of 2022. Support for extending the required minimum distribution age to 75. Support for expanding qualified longevity annuity contracts.","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2022-04-16T14:01:11-04:00
2777414,3b8972e3-3475-474f-a0a0-0ff009f95a7f,Q1,NATIONWIDE MUTUAL INSURANCE COMPANY,26411,NATIONWIDE MUTUAL INSURANCE COMPANY,2022,first_quarter,RET,"ISSUE Investment Advice Standard of Conduct HR 699, Mutual Fund Litigation Reform Act - amend the Investment Company Act of 1940 to provide complaint and burden of proof requirements for certain actions for breach of fiduciary duty HR 725/S 153, Personalized Care Act - amend the Internal Revenue Code of 1986 to expand and improve health savings accounts, and for other purposes. HR 984, Retirement Inflation Protection Act - allows the basis of certain assets to be adjusted for inflation solely for the purpose of determining the gain or loss. S 380, Health Savings Act - modifies the requirements for health savings accounts (HSAs). HR 1584, Protecting Retirement Savers and Everyday Investors Act - impose a limitation on taxation and fees on transactions by certain securities industry participants. HR 1618/S 606, RESPOND Act - require the FRB and SEC to issue an annual report on the economic costs caused by the impacts of climate change, to require the Federal Retirement Thrift Investment Board to establish a Federal Advisory Panel on the Economics of Climate Change. S 1443Retirement Parity for Student Loans Act -- allows certain employer-sponsored retirement plans to make matching contributions for an employee's student loan payments HR 2951 To direct the Secretary of the Treasury to modify Treasury Regulations relating to insurance-dedicated exchange-traded funds - enables ETFs as investment option in variable insurance products HR 2944 Reducing the Maximum Service Requirement for Long-term Part-time Workers to Make Elective Deferrals to 401(k) Plans Act -- to reduce the retirement plan period of service requirements for long-term, part-time employees. S 1703Improving Access to Retirement Savings Act of 2021 -- to increase retirement savings, to improve retirement plan administration, and for other purposes. S 1770Retirement Security & Savings Act -- to increase retirement savings, to improve retirement plan administration, and for other purposes. HR 3387/S 1762 Financial Factors in Selecting Retirement Plan Investment Act -- to permit retirement plans to consider certain factors in investment decisions. S 1272SIMPLE Plan Modernization Act -- increases the contribution limits for certain SIMPLE IRAs and modifies the requirements for replacing SIMPLE IRAs with 401(k) plans. HR 2741 Public Service Retirement Fairness Act -- To modify rules relating to 403(b) plans. HR 4262 Increasing Investor Opportunities Act - To amend the Investment Company Act of 1940 to prohibit limitations on closed-end companies investing in private funds S 2206Young American Savers Act of 2021 - directs the Department of the Treasury to establish as a permanent program the Federal Child Savings Account Program HR 4289 Well-Being Insurance for Seniors to be at Home (WISH) Act - to provide for long-term care insurance benefits HR 2913/S 2452 Encouraging Americans to Save Act - to provide matching payments for retirement savings and establish MyRA HR 4678/S 2446 Womens Retirement Protection Act of 2021 - to provide for greater spousal protection under defined contribution plans HR 5334/S 2870 Portable Retirement and Investment Account (PRIA) Act of 2021 - to establish portable retirement accounts S 2602,Retirement Security Flexibility Act of 2021 - modifies the nondiscrimination requirements that apply to certain employer-sponsored 401(k) retirement plans that include automatic contribution arrangements HR 2265, Financial Exploitation Prevention Act - allows for the delay of the redemption of a security issued by an open-end investment management company if the company or transfer agent reasonably believes the redemption involves the financial exploitation HR 5723, Social Security 2100 Act: A Sacred Trust - protect our Social Security system and improve benefits for current and future generations HR 5891, Retirement Improvement and Savings Enhancement (RISE) Act - to improve and enhance retirement savings HR 4865/S 3198, Registration for Index Linked Annuities (RILA) Act - direct SEC to revise any rules necessary to enable issuers of index-linked annuities to register on a form tailored specifically to registered index-linked annuities S 2583 Disaster Retirement Savings Act - amend the Internal Revenue Code of 1986 to provide for rules for the use of retirement funds in connection with federally declared disasters. S 2601Strengthening Financial Security Through Short-Term Savings Accounts Act of 2021 -- allows employers to enroll employees in short-term savings accounts that are funded using automatic contributions deducted from participating employees' wages. HR 6746 Lifetime Income for Employees Act -- allows fiduciaries of pension plans to make default investment arrangements in annuity contracts HR 6782/S 3712 Auto Reenroll Act of 2022 -- allows sponsors of automatic contribution arrangements to reenroll their employees HR 5877/S 3746 Pension Risk Transfer Accountability Act of 2021 -- requires the Department of Labor to review pension risk transfer standards HR 6912 Pooled Employer Plan (PEP) Fix Act -- to require that named fiduciaries collect contributions to pooled employer plans DRAFT Emergency Savings Act of 2022 - to facilitate emergency savings options through employer provided accounts HR 7107/S 2415 Long-Term Care Affordability Act -- allows the use of tax-exempt retirement plan distributions to pay for long-term health care insurance HR 7146/S 1870 Enhancing Emergency and Retirement Savings Act of 2022 -- permits penalty-free distributions, up to $1,000, from tax-exempt retirement plans for emergency personal expenses, limited to one distribution in a calendar year HR 2954 Securing a Strong Retirement of 2022 -- makes various changes with respect to employer-sponsored retirement plans, including providing for the automatic enrollment of employees in certain plans and increasing the age at which participants are required to begin receiving mandatory distributions.","HOUSE OF REPRESENTATIVES,SENATE",,560000,0,0,2022-04-17T18:19:53-04:00
2777705,2c0d4118-1ca0-4758-b971-0ea63549c049,Q1,RICH FEUER ANDERSON,84775,THE GLOBAL ATLANTIC FINANCIAL GROUP LLC,2022,first_quarter,RET,"Legislation and regulations expanding access to retirement solutions, including H.R. 2954, the ""Securing a Strong Retirement Act of 2021.""","HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2022-04-18T08:07:17-04:00
2778177,90f6ead3-b81f-4410-aa01-f2854da532fc,Q1,PRINCIPAL FINANCIAL GROUP,32178,PRINCIPAL FINANCIAL GROUP,2022,first_quarter,RET,"HR2954 Securing a Strong Retirement Act of 2021 To increase retirement savings, simplify and clarify retirement plan rules, and for other purposes. S1770 Retirement Security and Savings Act of 2021 To amend the Internal Revenue Code of 1986 to reform retirement provisions, and for other purposes. S1870 The Enhancing Emergency and Retirement Savings Act of 2021 The bill is designed to allow DC participants and IRA savers to take limited, penalty-free withdrawals from their DC plans or IRAs, under the premise of assisting with emergency expenses. S 1870 Enhancing Emergency and Retirement Savings Act of 2021 (Benet/Lankford): This permits penalty-free distributions, up to $1,000, from tax-exempt retirement plans for emergency personal expenses, limited to one distribution in a calendar year. The bill allows repayment to plans of such distributions over a three-year period. S 2583 A bill to amend the Internal Revenue Code of 1986 to provide for rules for the use of retirement funds in connection with federally declared disasters (Cassidy/Menendez): This bill allows penalty-free distributions from tax-exempt retirement plans for a federally declared disaster (i.e., a qualified disaster recovery distribution). The bill defines qualified disaster recovery distribution as any distribution within a 180 day period after a disaster declaration that is made to an individual whose principal residence is located in a qualified disaster area (an area for which a major disaster has been declared) and who has sustained an economic loss due to the disaster. The bill sets forth rules for the recontribution of withdrawals from a plan for first-time home purchases or for purchases or construction of a principal residence in a disaster area, and increases the limit on loans from a qualified employer plan that an individual may take in lieu of a distribution. HR 2741 Public Service Retirement Fairness Act. A bill to generally permit 403(b) plans to invest in collective investment trusts (CIT) S 2452 Wyden SAVERS Credit: This bill sets forth provisions to provide matching payments for retirement savings and Individual Retirement Account (IRA) contributions for individuals who have attained the age of 18 years, excluding taxpayer dependents. Specifically, it allows an enhanced 50% tax credit, up to $2,000, for deductible retirement savings contributions and for IRA contributions. The bill also directs the Internal Revenue Service (IRS) to establish the R-Bond Program as a permanent program for the establishment and maintenance of individual retirement plans and directs the IRS to educate taxpayers on the benefits of the savings programs provided by this bill. S 2446 Spousal Consent: A summary is in progress.","HOUSE OF REPRESENTATIVES,SENATE",,1277000,0,0,2022-04-18T11:09:21-04:00
2778216,3d5cf1d3-6abf-49b3-92c1-a1b338a36b65,Q1,SQUIRE PATTON BOGGS,30906,AON SERVICE CORPORATION (FKA AON HEWITT),2022,first_quarter,RET,Advice regarding retirement-related legislation and regulatory reform.,"HOUSE OF REPRESENTATIVES,SENATE",70000,,0,0,2022-04-18T11:15:28-04:00
2778234,bcfbc7dd-1c7a-4ae7-bcf8-8a57c798a6ba,Q1,AMERICAN BENEFITS COUNCIL,4675,AMERICAN BENEFITS COUNCIL,2022,first_quarter,RET,"Legislative FY 2023 Budget Proposal - tax policy, pandemic preparedness Build Back Better Act (BBBA) - H.R. 5376 - retirement policy and revenue-raising provisions Infrastructure Investment and Jobs Act (IIJA) - H.R. 3684 -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 Retirement Improvement and Savings Enhancement (RISE) Act - H.R. 5891 Lifetime Income for Employees (LIFE) Act - H.R. 6476 Auto Reenroll Act of 2022 - H.R. 6782 Bipartisan retirement policy legislation Cybersecurity Defined Benefit Plan (DB) Issues Environmental, Social and Governance (ESG) principals in investing ERISA Uniformity Financial wellness Mortality Tables - improvements Pension Benefit Guaranty Corporation (PBGC) premiums Pooled Employer Plan (PEPs) Issues Tax Incentives for 401 (k) contributions Telework practices Electronic communication Regulatory White House Executive Order - Ensuring Responsible Development of Digital Assets Department of Labor (DOL) - Guidance on Cryptocurrency in retirement plans Internal Revenue Service (IRS) - Notice of Proposed Rulemaking (NPRM) - Required Minimum Distributions (RMD) from retirement plans 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 DOL/EBSA- Environmental, Social and Governance (ESG) investment and proxy voting guidance, - proposed regulations, 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) 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 for spousal consent DOL - Interim Final Rule on Lifetime Income Illustration Requirements - temporary frequently asked questions (FAQs) - timing clarification DOL - defined benefit plans - annuity purchases DOL - redefinition of fiduciary DOL -de-risking of defined benefit pension plans Emergency savings Executive compensation ERISA Uniformity 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 - Effective date of the revised 2022 tax forms postponed until 2023","HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Office of Management & Budget (OMB),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of,White House Office",,338574,0,0,2022-04-18T11:19:21-04:00
2778985,a88755f8-abbd-431b-8bb5-ace02afdc7d4,Q1,SUMMIT STRATEGIES GOVERNMENT AFFAIRS LLC,401103550,THE ASSOCIATION OF UNION CONSTRUCTORS,2022,first_quarter,RET,Issues related to multiemployer pension reform.,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2022-04-18T13:16:40-04:00
2779525,06b40389-a1bf-485d-9c3f-86c43d0ef648,Q1,"PORTERFIELD, FETTIG & SEARS, LLC",305054,TIAA,2022,first_quarter,RET,Retirement issues,"HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2022-04-18T14:51:29-04:00
2779667,709d34f1-2adf-432f-aabe-713baf651fd5,Q1,TRUCKER HUSS APC,400537609,WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND,2022,first_quarter,RET,"GROW Act, Multiemployer pension funding and solvency, PBGC premiums","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of",,,0,0,2022-04-18T15:08:07-04:00
2779946,323a469f-405e-41fe-a604-a2f779dc5ea9,Q1,TREA SENIOR CITIZENS LEAGUE,38426,TREA SENIOR CITIZENS LEAGUE,2022,first_quarter,RET,"Social Security Cost of Living Adjustment (H.R. 4315, H.R. 4921, H.R. 5723, S. 3071), Social Security Reform (H.R. 5723, S.3071), Repeal of the Windfall Elimination Provision and the Government Pension Offset H.R. 82, S1302), High cost of prescription drugs, Special Stimulus for Social Security Recipients.","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2022-04-18T15:59:00-04:00
2780527,269a591d-7f51-4eae-b0f8-88c9290bd1ca,Q1,THE ESOP ASSOCIATION,13858,ESOP ASSOCIATION,2022,first_quarter,RET,"Any proposed legislation potentially impacting ESOP creation and operation, and employee ownership issues and generally all legislative proposals to amend the Employee Retirement Security Act of 1974. Above areas include tax and labor law issues embedded in the Employee Retirement Security Act of 1974 and the Federal Internal Revenue Code, and laws encouraging Federal agencies to promote creation and operation of ESOPs. COVID-19 economic issues and responses to H.R. 1319, American Rescue Plan Act of 2021, all provisions relating to SBA loans, lending, unemployment, taxes and credit.","HOUSE OF REPRESENTATIVES,SENATE",,90000,0,0,2022-04-18T17:29:15-04:00
2780795,a603cb56-1823-4bf4-b63a-1eb04d9114e7,Q1,"PORT SIDE STRATEGIES, LLC",401105394,SOCIAL SECURITY WORKS,2022,first_quarter,RET,H.R.5723. Social Security 2100: A Sacred Trust - in support. Issues related to Medicare Funding - no specific legislation. Issues related to Social Security Administration Funding - no specific legislation.,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2022-04-18T19:31:58-04:00
2781040,fbd84ae2-5258-4b94-82c4-5706affb918e,Q1,VENABLE LLP,39941,"ASSOCIATION OF FOOD AND DAIRY RETAILERS, WHOLESALERS AND MANUFACTURERS",2022,first_quarter,RET,"Potential multiemployer legislation and implementation guidance related to the multiemployer funding relief provision enacted as part of P.L. No.117-2, the American Rescue Plan Act of 2021","HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE",120000,,0,0,2022-04-18T21:38:04-04:00
2781104,adfd29a1-74c5-4426-a007-87cc05189716,Q1,PRIME POLICY GROUP,400532589,ECONOMIC INNOVATION GROUP,2022,first_quarter,RET,Wealth-building for retirement,SENATE,20000,,0,0,2022-04-18T22:11:31-04:00
2781424,8dde0bbb-e306-4d04-afbc-a085d48c58e9,Q1,INSURED RETIREMENT INSTITUTE,285494,INSURED RETIREMENT INSTITUTE,2022,first_quarter,RET,"Legislation and rulemaking affecting annuities, variable life products and retirement savings including Biden Administration and Congressional proposals on tax reform. DOL - EBSA - Cybersecurity Guidance for Plan Sponsors, Fiduciaries, Record Keepers and Participants. DOL - EBSA - PTE 2020-02 - Improving Investment Advice for Workers & Retirees. DOL - EBSA - Financial Factors in Selecting Plan Investments - ZRIN 1210-AB95. DOL - EBSA - Improving Investment Advice for Workers and Retirees - ZRIN 1210-ZA29. DOL - EBSA - Pension Benefit Statements-Lifetime Income Illustrations - RIN 1210-AB20. DOL - EBSA - Fiduciary Duties Regarding Proxy Voting and Shareholder Rights - RIN 1210-AB91. DOL - OSEC - Rescission of Department of Labor Rule on Guidance (29 CFR Part 89 - RIN 1290-AA41). DOL - EBSA - Amendment to and Partial Revocation of Prohibited Transaction Exemption (PTE) 84-24 for Certain Transactions Involving Insurance Agents and Brokers, Pension Consultants, Insurance Companies, and Investment Company Principal Underwriters. DOL - EBSA - Definition of the Term Fiduciary - RIN 1210-AC02. DOL - EBSA - Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights (RIN - 1210-AC03/ 29 CFR 2550). DOL - EBSA - RFI on Possible Agency Actions to Protect Life Savings and Pensions from Threat of Climate-Related Financial Risk - RIN 1210-ZA30. DOL - EBSA - Compliance Assistance Release 2022-01 to 401(k) Plan Fiduciaries on Use of Cryptocurrencies - March 10, 2022. DOL - EBSA - Proposed Rule to Amend Procedures Governing the Filing and Processing of Prohibited Transaction Exemption (PTE) Applications - RIN 1210-ACO5. EOP - Executive Order on Climate-Related Financial Risk. EOP - Amending Executive Order 13959 - Addressing the Threat from Securities Investments That Finance Communist Chinese Military Companies (E.O. 13974 of Jan 13, 2021 - 86 FR 4875). EOP - Executive Order 13990 - Protecting Public Health and the Environment and Restoring Science to Tackle the Climate Crisis (Federal Register/Vol. 86, No. 14 - Monday, January 25, 2021). FINRA - Comment on Lessons From the COVID-19 Pandemic (Regulatory Notice 20-42). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Treasury - IRS Proposed Rulemaking: Multiple Employer Plans (26 CFR Part 1 [REG-121508-18] RIN 1545-BO97). Treasury - IRS Proposed Rulemaking: Updated Life Expectancy and Distribution Period Tables Used for Purposes of Determining Minimum Required Distributions (26 CFR Part 1 [REG-132210-18] RIN 1545-BP11). Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. SEC - Implementation and Enforcement of Regulation BI and Form CRS. SEC - Updated Disclosure Requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts (17 CFR Parts 230, 232, 239, 240, 270, and 274). SEC - Request for Information and Comments on Broker-Dealer and Investment Adviser Digital Engagement Practices, Related Tools and Methods, and Regulatory Considerations and Potential Approaches; Information and Comments on Investment Adviser Use of Technology to Develop and Provide Investment Advice - RIN 3235-AN00 (Release Nos. 34-92766; IA-5833; File No. S7-10-21). SEC - FINRA - Proposed Rule Change to Amend FINRA Rule 2231 (Customer Account Statements) - SR-FINRA-2021-024. SEC - FINRA - Proposed Rule Change to Extend the Effectiveness of Temporary FINRA Rule 3110.17 - SR-FINRA-2021-023. SEC - Electronic Recordkeeping Requirements for Broker-Dealers, Security-Based Swap Dealers, and Major Security-Based Swap Participants - (RIN 3235-AM76 - Release No. 34-93614; File No. S7-19-2 - 17 CFR Part 240). SEC - Staff Bulletin: Standards of Conduct for Broker-Dealers and Investment Advisers Account Recommendations for Retail Investors - March 29, 2022. SEC - Proposal to Create a RILA Registration Form. The Automatic Retirement Plan Act of 2017 (H.R. 4523 - 115th Congress). The Retirement Plan Simplification Act of 2017 (H.R. 4524 - 115th Congress). The Application of ERISA to Insurance Company General Accounts and General Account Contracts (H.R. 7278 - 115th Congress). Senior Investor Pandemic and Fraud Protection Act - House Financial Services National Security, International Development and Monetary Policy Subcommittee (Discussion Draft). The Enhancing Emergency and Retirement Savings Act (S.1870-117th Congress). The Financial Exploitation Prevention Act (H.R. 2265 - 117th Congress). The Financial Factors in Selecting Retirement Plan Investment Act (S.1762/H.R. 3387-117th Congress). The Financial Services and General Government Appropriations Act, 2022 (H.R.4345 - 117th Congress). The Improving Access to Retirement Savings Act of 2021 (S.1703 - 117th Congress). The Military Spouses Retirement Security Act (S.1273/HR 1453 - 117th Congress). The Protecting the Right to Organize (PRO) Act (S.420/H.R. 842-117th Congress). The Retirement Parity for Student Loans Act (S.1443/HR 2917 - 117th Congress). The Retirement Savings Lost and Found Act (S.1730 - 117th Congress). The Retirement Security and Savings Act of 2021 (S.1770 - 117th Congress). The Securing a Strong Retirement Act (H.R.2954 - 117th Congress). The Securing and Enabling Commerce Using Remote and Electronic Notarization Act (S.1625/H.R. 3962 - 117th Congress). The Senior Security Act (S.856/H.R.1565 - 117th Congress). The Servicemember Retirement Improvement Act (H.R. 905 - 116th Congress). The Secure and Fair Enforcement (SAFE) Banking Act (S.910/H.R. 1996 - 117th Congress). Build Back Better Act (H.R. 5367 - 117th Congress). Womens Retirement Protection Act (S.2446/H.R. 4678 - 117th Congress). National Defense Authorization Act for Fiscal Year 2022 (S.2792/H.R. 4350 - 117th Congress). Elder Justice Reauthorization and Modernization Act of 2021 (S.2674/H.R.4969 - 117th Congress). The Retirement Improvement and Savings Enhancement (RISE) Act (H.R. 5891 - 117th Congress). The Registration for Index-Linked Annuities (RILA) Act (S.3198/H.R. 4865 - 117th Congress). The Financial Fitness Act (H.R. 5779 - 117th Congress). The Lifetime Income for Employees Act (H.R. 6746 - 117th Congress). Consolidated Appropriations Act, 2022 (H.R.2471 - 117th Congress), Financial Services and General Government Report (H. Rept. 117-19) - SEC - Registered Indexed Linked Annuities. The Automatic Reenroll Act (S.3712/H.R. 6782 - 117th Congress). The E-SIGN Modernization Act of 2022 (S.3715 - 117th Congress). The Expanding Access to Retirement Savings for Caregivers Act (H.R. 3644 - 117th Congress). The Long-Term Care Affordability Act (S.2415/H.R. 7107 - 117th Congress). DOL implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury/IRS implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury - IRS - Draft of the 2022 IRS Form W-4P and W4-R, Withholding Certificate for Periodic Pension or Annuity Payments. Treasury - IRS - Notice 2021-03 - Extension of Temporary Relief from the Physical Presence Requirement for Spousal Consents Under Qualified Retirement Plans.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,140000,0,0,2022-04-19T08:06:36-04:00
2781688,36a392db-df30-47f9-b35e-8723986dc13b,Q1,NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION,28674,NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION,2022,first_quarter,RET,"The association monitors and reacts to policy concepts that may impact its ability to continue providing its high quality Retirement Security Plans to members, their employees, and the association staff at affordable rates and on reasonable terms and conditions. During the reporting period, the association focused on the following: H.R. 6738 - Retirement Tax Credit Parity for Cooperatives and Charities Act - all sections.","HOUSE OF REPRESENTATIVES,SENATE",,100000,0,0,2022-04-19T09:11:41-04:00
2781817,a3ebb0e7-d0fa-4486-8869-f73c065780f3,Q1,"CROSSROADS STRATEGIES, LLC",400531586,NATIONAL ASSOCIATION OF FARM SERVICE AGENCY COUNTY OFFICE EMPLOYEES (NASCOE),2022,first_quarter,RET,"Legislative activities that impact Farm Service Agency (FSA) programs and employees; H.R.4268, To amend title 5, United States Code, to provide that civilian service in a temporary position after December 31, 1988, may be creditable service under the Federal Employees Retirement System, and for other purposes.","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2022-04-19T09:22:59-04:00
2781872,b879045b-505e-4dc5-8abb-e54f0f6a508e,Q1,DAVIS & HARMAN LLP,11674,LINCOLN NATIONAL CORPORATION,2022,first_quarter,RET,"Comprehensive pension and retirement savings legislation. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to paid family, sick, and medical leave. S. 1770, Retirement Security and Savings Act. S. 2370, Automatic IRA Act (116th Congress). H.R. 2954, Securing a Strong Retirement Act. H.R. 5376, Build Back Better Act. H.R. 2741, Public Service Retirement Fairness Act. H.R. 6912, Pooled Employer Plan Fix Act.","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2022-04-19T09:28:45-04:00
2781950,559230cb-4b41-4b5c-96c6-654bdd1710cd,Q1,JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A),17454,JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A),2022,first_quarter,RET,"H.R. 2954, Securing a Strong Retirement Act of 2021.","HOUSE OF REPRESENTATIVES,SENATE",,290000,0,0,2022-04-19T09:34:53-04:00
2782055,5ee3d61a-3d21-4899-84bd-ccbda6f0572a,Q1,HOGAN LOVELLS US LLP,18422,CALIFORNIA STATE TEACHERS' RETIREMENT SYSTEM,2022,first_quarter,RET,Possible proposals to impose mandatory coverage under Social Security of state and local government employees and provide relief under Social Security benefit offsets; proposals regarding Medicare coverage.,"HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2022-04-19T09:45:20-04:00
2782168,26a6320d-495e-4cbc-baba-4dfb78043495,Q1,"MINDSET ADVOCACY, LLC",296271,LPL FINANCIAL LLC,2022,first_quarter,RET,General interest in retirement issues.,"HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2022-04-19T09:54:37-04:00
2782209,3aaa9020-f06f-402c-b4c6-da9f89db37a6,Q1,"MEHLMAN CONSULTING, INC.",284950,NATIONAL ASSOCIATION OF PROFESSIONAL EMPLOYER ORGANIZATIONS,2022,first_quarter,RET,Issues impacting operations of a PEO.,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2022-04-19T09:57:09-04:00
2782537,6b3ba5cd-31de-452d-9b1e-bd0382fdbf33,Q1,SYMETRA LIFE INSURANCE COMPANY,401105804,SYMETRA LIFE INSURANCE COMPANY,2022,first_quarter,RET,"H.R. 2954, the Securing a Strong Retirement Act (SECURE 2.0) [Rep. Richard Neal (D-MA)] - Specifically about the importance of addressing gaps and barriers to retirement saving such as by allowing student loan borrowers to redirect 401(k) contributions to their loan repayment, while still receiving an employer match in their retirement plan; increasing the required minimum distribution (RMD) age to 75; removing the penalty for victims of domestic violence to withdraw early from their retirement accounts and; offering incentives to small business to start retirement accounts for their employees.","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2022-04-19T10:25:35-04:00
2782652,c4f82e6c-d78c-42cb-a2aa-1d67cc6517a4,Q1,"WILLIAMS AND JENSEN, PLLC",41454,NATIONAL RETIREMENT FUND,2022,first_quarter,RET,Legislation to provide financial relief to certain multiemployer pension plans. H.R. 1319.,"HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2022-04-19T10:36:34-04:00
2782682,b67e267f-c626-48b1-9850-79d4c688e58a,Q1,NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE,27467,NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE,2022,first_quarter,RET,"Social Security Cost of Living Adjustment (COLA). The Fair COLA (Cost of Living Adjustment) for Seniors Act (H.R. 4315): Proposal to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries. Social Security Expansion. The Social Security 2100 Act: A Sacred Trust (H.R. 5723 and S. 3071): Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. Social Security Expansion. The Safeguarding American Families & Expanding Social Security Act of 2021 (S. 3070): Various provisions updating and modernizing Social Security benefits and extending solvency of the Social Security Trust Funds. Caregiver Social Security Credits. The Social Security Caregiver Credits Act (H.R. 3632 and S. 1955): Proposal to provide Social Security wage credits for individuals who reduce their participation in the workforce or leave the workforce to provide care to specified family members and relatives. Social Security Government Pension Offset and Windfall Elimination Provision. The Social Security Fairness Act of 2021 (H.R. 82 and S. 1302) and the Public Servants Protection and Fairness Act of 2021 (H.R. 2337): Proposals to repeal or modify the Government Pension Offset and Windfall Elimination Provision. Social Security Notch. (No bill): Proposals to ensure that Social Security benefits for individuals born in 1960 and 1961 are not reduced as a result of coronavirus-related drop in the average wage index. Protecting Seniors from Garnishment. (No bill): Proposal to protect Social Security beneficiaries from having their Social Security benefits garnished to recover unpaid student loans. Social Security Disability Insurance Claim Adjudication. (H.J. Res. 38): Joint resolution nullifies the rule finalized by the Social Security Administration on November 16, 2020, that outlines when its administrative appeals judges may hold hearings and issue decisions on individual cases. Currently, these judges serve an appellate function where they review, at the request of Social Security claimants, the decisions of the administrative law judges who issue decisions in individual cases. Social Security Overpayments. (No bill): Proposals to protect retirees, survivors and people with disabilities from being forced to repay extra Social Security and Supplemental Security Income (SSI) benefits they received because of the COVID-19 pandemic. Strengthening Beneficiaries Rights. (No bill): Various proposals relating to the protection and rights available to Social Security and Supplemental Security Income beneficiaries. Social Security Benefit Statements. The Know Your Social Security Act (H.R. 4143 and S. 2204): Legislation to implement section 1143 of the Social Security Act by clarifying the Social Security Administration is required to mail annual benefit statements to all workers over age 25. Supplemental Social Security (SSI) Program. The Supplemental Social Security Income Restoration Act (H.R. 3824 and S. 2065): Legislation to strengthen and restore the Social Security Income (SSI) program. Retirement plan distribution: IRS Notice 2021-40 relating to Physical Presence Requirement for Spousal Consents. House Committee on Aging. (H. Res. 583): A Resolution amending the Rules of the House to reestablish a Permanent Select Committee on Aging. Retirement plan fiduciary rule. (No bill or regulation): supporting the Department of Labor moving forward with a modernization of the fiduciary rule and any supporting regulatory changes. Social Security Administration. The Improving Social Securitys Service to Victims of Identity Theft Act (S. 3684 and H.R. 7274): Improving Social Security's service to victims of identity theft by requiring the Social Security Administration to provide a single point of contact for any individual whose Social Security account number has been misused.","Administration on Aging,Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Labor, Dept of (DOL),SENATE,Social Security Administration (SSA),Treasury, Dept of",,250000,0,0,2022-04-19T10:37:51-04:00
2782712,6edff0df-ee41-45f7-a7aa-8ee0ef6cb512,Q1,NATIONAL RURAL LETTER CARRIERS' ASSOCIATION,28526,NATIONAL RURAL LETTER CARRIERS' ASSOCIATION,2022,first_quarter,RET,"H.R.82-""Social Security Fairness Act of 2021""-this legislation repeals provisions that would reduce Social Security benefits for individuals who receive other benefits such as a pension from a state or local government, and eliminates the GPO and WEP. The NRLCA has not taken a position. H.R.2337-""Public Servants Protection and Fairness Act"", this legislation offsets the WEP and provides limited relief for those beneficiaries impacted. The NRLCA has not taken a position.","HOUSE OF REPRESENTATIVES,SENATE",,125000,0,0,2022-04-19T10:40:37-04:00
2782787,fd4960c0-1849-4ece-8c5c-8d6a970ab947,Q1,INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS,19775,INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS,2022,first_quarter,RET,Oppose Composite Pension Proposal (GROW ACT) No Bill Number Support DOL Fiduciary Rule No Bill Number,"HOUSE OF REPRESENTATIVES,SENATE",,1695000,0,0,2022-04-19T10:46:59-04:00
2783024,26b51bc3-a2df-47cc-a09e-cd3d717c7ac2,Q1,SOCIAL SECURITY WORKS,401048957,SOCIAL SECURITY WORKS,2022,first_quarter,RET,H.R.5723. Social Security 2100: A Sacred Trust - in support. Issues related to Medicare Funding - no specific legislation. Issues related to Social Security Administration Funding - no specific legislation.,"HOUSE OF REPRESENTATIVES,SENATE",,20000,0,0,2022-04-19T11:02:22-04:00
2783026,d041f262-4991-47e8-b4a3-095de7106c95,Q1,SOCIAL SECURITY WORKS,401048957,SOCIAL SECURITY WORKS,2022,first_quarter,RET,H.R.5723. Social Security 2100: A Sacred Trust - in support. Issues related to Medicare Funding - no specific legislation. Issues related to Social Security Administration Funding - no specific legislation.,"HOUSE OF REPRESENTATIVES,SENATE",,20000,0,0,2022-04-19T11:02:28-04:00
2783398,eeb82ee4-a427-4cef-8bc2-9dc128ea3058,Q1,"WILLIAMS AND JENSEN, PLLC",41454,HOUSTON FIREFIGHTERS RELIEF AND RETIREMENT FUND,2022,first_quarter,RET,"Legislation related to Social Security penalties (H.R. 82, S. 1302, H.R. 2337, H.R. 5834, and H.R. 5723).","HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",40000,,0,0,2022-04-19T11:28:09-04:00
2783489,91ffd284-ff54-4442-b7f8-b03a9a3007be,Q1,"WILLIAMS AND JENSEN, PLLC",41454,LOS ANGELES COUNTY EMPLOYEES' RETIREMENT SYSTEM,2022,first_quarter,RET,"Legislation related to Social Security penalties (H.R. 82, S. 1302, H.R. 2337, H.R. 5834, and H.R. 5723).","HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2022-04-19T11:36:25-04:00
2783744,2b9b2316-783a-4364-8b7c-f9650187abc0,Q1,"WILLIAMS AND JENSEN, PLLC",41454,"THE VANGUARD GROUP, INC.",2022,first_quarter,RET,"Retirement and savings issues, generally; Securing a Strong Retirement Act of 2021 (H.R. 2954). Retirement Security & Savings Act (S. 1770).","HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2022-04-19T11:58:35-04:00
2783861,60f6a214-1dea-434d-99ea-fb47589a4ee0,Q1,DYKEMA GOSSETT PLLC,12915,THE ERISA INDUSTRY COMMITTEE,2022,first_quarter,RET,FAMILY Act and other paid leave issues Securing a Strong Retirement Act of 2021 (SSA) Retirement Security and Savings Act Enhancing Emergency and Retirement Savings Act of 2021 Building an Economy for Families Act Single-Employer Defined Benefit Issues Build Back Better Act Retirement Improvement and Savings Enhancement Act Retirement Plan Disclosures Retirement Plan Investment Requirements Retirement Plan Contribution Flexibility Retirement Savings Tax Issues Modernizing Retirement Plan Administration,"HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of",20000,,0,0,2022-04-19T12:09:14-04:00
2783912,8d5b726c-86b3-4088-8209-c8e106cb0d9a,Q1,"BROWNSTEIN HYATT FARBER SCHRECK, LLP",7257,AMERIPRISE FINANCIAL,2022,first_quarter,RET,Issues related to: Retirement products Corporate tax International tax H.R.3684 - Infrastructure Investment and Jobs Act H.R.5376 - Build Back Better Act,,30000,,0,0,2022-04-19T12:13:05-04:00
2784066,998d9bae-239d-4936-b915-2cb2455c1dcc,Q1,"PRUDENTIAL FINANCIAL, INC.",32338,PRUDENTIAL FINANCIAL INC,2022,first_quarter,RET,AssociationRetirement Plans Lifetime Income Disclosure & Regulatory Issues - all provisions Automatic Retirement Plan Act Electronic Disclosure - ERISA/Internal Revenue Code - issues/provisions relating to the use of electronic disclosure by employee benefit plans Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act Qualified Professional Asset Manager (OPAM) Exception Amendment ERISA Clarifications for Securitizes Originated or Underwritten by Inter-Affiliates Qualified Default Investment Allocation for Annuities Securing a Strong Retirement Act of 2021 (SECURE 2.0) Retirement Security and Savings Act of 2021,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Office of Management & Budget (OMB),SENATE,Treasury, Dept of",,419547,0,0,2022-04-19T12:24:29-04:00
2784251,99db4a58-d5bf-488d-b61b-1258c36b776f,Q1,MISSIONSQUARE RETIREMENT,401106438,MISSIONSQUARE RETIREMENT,2022,first_quarter,RET,"Proposals related to retirement and retiree health savings and collective investment trusts. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Proposals related to governmental 457(b) plans. S. 1770, Retirement Security and Savings Act. H.R. 2741, Public Service Retirement Fairness Act of 2020. H.R. 2954, Securing a Strong Retirement Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act of 2021.","HOUSE OF REPRESENTATIVES,SENATE",,120000,0,0,2022-04-19T12:39:00-04:00
2784418,0eeb918c-adf9-4cf3-9b75-0e1af5f521c3,Q1,THE RABEN GROUP,61458,SMALL INVESTOR PROTECTION LEAGUE (INFORMAL COALITION),2022,first_quarter,RET,Activist hedge funds and closed end funds Investor protection H.R.4262 - Increasing Investor Opportunities Act,"HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE",40000,,0,0,2022-04-19T12:56:04-04:00
2784555,c35301ed-0a9e-4305-ba8d-2563a41762e9,Q1,"CAPITOL CITY GROUP, LTD.",52903,"ASCENSUS, INC.",2022,first_quarter,RET,"Assist client with issues pertaining to retirement savings and rules and health savings, education savings; H.R.5832 and S 1730 Retirement Savings Lost and Found Act of 2021; H.R.25 Fair Tax Act of 2021; S.380 Health Savings Act of 2021; S.125 Protecting Life in Health Savings Accounts Act; HR 53 Freedom for Families Act;. S222, H.R.835 American Opportunity Accounts Act; S.1959 Keeping Your Retirement Act of 2021;S.1870 Enhancing Emergency and Retirement Savings Act of 2021;H.R.2917 Retirement Parity for Student Loans Act of 2021; H.R.1166 & S275 Retirement Freedom Act;S.1889 Compassionate Retirement Act of 2021;H.R.2942 To amend the Internal Revenue Code of 1986 to increase the catch-up contribution limit for retirement plans H.R.2954 Securing a Strong Retirement Act of 2021 of participants age 62 through 64; H.R.984 Retirement Inflation Protection Act of 2021; S.1770 Retirement Security and Savings Act of 2021; HR 409 Emergency Pension Plan Relief Act of 2021; S.2603 Commission on Retirement Security Act of 2021; H.R.4268 Federal Retirement Fairness Act.","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2022-04-19T13:08:38-04:00
2784836,40e3e290-fc21-438b-853a-9f1d0998572f,Q1,"WILLIAMS AND JENSEN, PLLC",41454,AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY,2022,first_quarter,RET,Benefit distributions in the form of annuities. Fiduciary Rule.,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",20000,,0,0,2022-04-19T13:37:02-04:00
2784898,10c13f74-5568-40f2-a7f0-8887a2cfc27a,Q1,TIAA,55757,TIAA,2022,first_quarter,RET,Retirement Security as in the following bills: - Retirement Security and Savings Act (S. 1770) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) - The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) - Securing a Strong Retirement Act (H.R. 2954) - Lifetime Income for Employees Act (6746) - Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 3644) - Enhancing Emergency and Retirement Savings Act (S. 1870 / H.R. 7146) - Financial Factors in Selecting Retirement Plan Investments Act (S. 1762/ H.R. 3387) - Womens Pension Protection Act (S. 2446) - Retirement Improvement and Savings Enhancement Act (H.R. 5891) - Auto Reenroll Act of 2022 (S. 3712 / H.R. 6782) Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Electronic Delivery of Plan Documents Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Student Loans Remote Notarization General Account Products ESG Investments Proxy Voting Emergency Savings Build Back Better Act (HR 5376),"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,560000,0,0,2022-04-19T13:42:29-04:00
2784955,29b1bca2-d91d-41a4-b555-d5ed797ab85d,Q1,"WILLIAMS AND JENSEN, PLLC",41454,INDEXED ANNUITY LEADERSHIP COUNCIL,2022,first_quarter,RET,Regulation of Fixed Indexed Annuity.,"Labor, Dept of (DOL),White House Office",,,0,0,2022-04-19T13:47:18-04:00
2785105,50560c23-69db-4bd8-9898-a37142638fd5,Q1,MARIA FREESE,400861526,NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE,2022,first_quarter,RET,"Social Security Cost of Living Adjustment (COLA). The Fair COLA (Cost of Living Adjustment) for Seniors Act (H.R. 4315): Proposal to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries. Social Security Expansion. The Social Security 2100 Act: A Sacred Trust (H.R. 5723 and S. 3071): Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. Social Security Expansion. The Safeguarding American Families & Expanding Social Security Act of 2021 (S. 3070): Various provisions updating and modernizing Social Security benefits and extending solvency of the Social Security Trust Funds. Caregiver Social Security Credits. The Social Security Caregiver Credits Act (H.R. 3632 and S. 1955): Proposal to provide Social Security wage credits for individuals who reduce their participation in the workforce or leave the workforce to provide care to specified family members and relatives. Social Security Government Pension Offset and Windfall Elimination Provision. The Social Security Fairness Act of 2021 (H.R. 82 and S. 1302) and the Public Servants Protection and Fairness Act of 2021 (H.R. 2337): Proposals to repeal or modify the Government Pension Offset and Windfall Elimination Provision. Social Security Notch. (No bill): Proposals to ensure that Social Security benefits for individuals born in 1960 and 1961 are not reduced as a result of coronavirus-related drop in the average wage index. Protecting Seniors from Garnishment. (No bill): Proposal to protect Social Security beneficiaries from having their Social Security benefits garnished to recover unpaid student loans. Social Security Disability Insurance Claim Adjudication. (H.J. Res. 38): Joint resolution nullifies the rule finalized by the Social Security Administration on November 16, 2020, that outlines when its administrative appeals judges may hold hearings and issue decisions on individual cases. Currently, these judges serve an appellate function where they review, at the request of Social Security claimants, the decisions of the administrative law judges who issue decisions in individual cases. Social Security Overpayments. (No bill): Proposals to protect retirees, survivors and people with disabilities from being forced to repay extra Social Security and Supplemental Security Income (SSI) benefits they received because of the COVID-19 pandemic. Strengthening Beneficiaries Rights. (No bill): Various proposals relating to the protection and rights available to Social Security and Supplemental Security Income beneficiaries. Social Security Benefit Statements. The Know Your Social Security Act (H.R. 4143 and S. 2204): Legislation to implement section 1143 of the Social Security Act by clarifying the Social Security Administration is required to mail annual benefit statements to all workers over age 25. Supplemental Social Security (SSI) Program. The Supplemental Social Security Income Restoration Act (H.R. 3824 and S. 2065): Legislation to strengthen and restore the Social Security Income (SSI) program. Retirement plan distribution: IRS Notice 2021-40 relating to Physical Presence Requirement for Spousal Consents. House Committee on Aging. (H. Res. 583): A Resolution amending the Rules of the House to reestablish a Permanent Select Committee on Aging. Retirement plan fiduciary rule. (No bill or regulation): supporting the Department of Labor moving forward with a modernization of the fiduciary rule and any supporting regulatory changes. Social Security Administration. The Improving Social Securitys Service to Victims of Identity Theft Act (S. 3684 and H.R. 7274): Improving Social Security's service to victims of identity theft by requiring the Social Security Administration to provide a single point of contact for any individual whose Social Security account number has been misused.","Administration on Aging,Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Labor, Dept of (DOL),SENATE,Social Security Administration (SSA),Treasury, Dept of",30000,,0,0,2022-04-19T14:04:49-04:00
2785294,6f8f8143-4394-42e6-bd34-7d5cedf03243,Q1,COVINGTON & BURLING LLP,11195,"JOHN HANCOCK LIFE INSURANCE COMPANY (USA) (FKA JOHN HANCOCK FIN. SERVICES, INC.)",2022,first_quarter,RET,Retirement; long term care insurance.,"HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2022-04-19T14:21:21-04:00
2785475,9be63c1b-fceb-46e1-9381-a8956dced717,Q1,"MEHLMAN CONSULTING, INC.",284950,NORTHERN TRUST,2022,first_quarter,RET,Issues related to retirement security and new investment opportunities for 403(b) plans. H.R. 2954 - Securing a Strong Retirement Act.,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2022-04-19T14:36:59-04:00
2785808,10c7749c-6068-49d4-9aa1-df4dc1a9f938,Q1,INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS,19753,INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS,2022,first_quarter,RET,Expanding HELPS Retirees benefits. Efforts to undermine public pensions. Social Security offsets. Deferred compensation penalty waivers. Addressing H.R. 2954.,"HOUSE OF REPRESENTATIVES,SENATE",,144000,0,0,2022-04-19T15:00:04-04:00
2785877,d37b3489-1ca1-4e3d-809b-aa0f7d034b68,Q1,"NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC.",26980,"NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC.",2022,first_quarter,RET,Social Security Fairness Act; Public Servants Protection and Fairness Act; Public Safety Retirees Healthcare Protection Act; Expanding Health Care Options for Early Retirees Act; Securing a Strong Retirement Act; Social Security 2100: A Sacred Trust; Wally Bunker HELPS Retirees Improvement Act.,"HOUSE OF REPRESENTATIVES,SENATE",,60000,0,0,2022-04-19T15:04:45-04:00
2786011,8fb2f9b2-ed2a-4d31-b666-c8a966b46a42,Q1,DAVIS & HARMAN LLP,11674,MISSIONSQUARE RETIREMENT,2022,first_quarter,RET,"Proposals related to retirement and retiree health savings and collective investment trusts. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Proposals related to governmental 457(b) plans. S. 1770, Retirement Security and Savings Act. H.R. 2741, Public Service Retirement Fairness Act of 2020. H.R. 2954, Securing a Strong Retirement Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act of 2021.","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2022-04-19T15:13:40-04:00
2786035,6a750de3-265b-4734-aad2-82de7d7ad503,Q1,DAVIS & HARMAN LLP,11674,MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY,2022,first_quarter,RET,"Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to lifetime income. Issues related to the tax treatment of retirement plans, IRAs, and annuity products. Issues related to pension risk transfers. S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act of 2021.","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2022-04-19T15:14:40-04:00
2786064,fd8c2098-2093-471b-83bb-0f18a99baff9,Q1,DAVIS & HARMAN LLP,11674,INSPIRA FINANCIAL,2022,first_quarter,RET,"Issues related to retirement savings. Issues related to automatic rollovers, missing participants, PBGC, and cash-out limits. H.R. 5676, Retirement Plan Modernization Act (116th Congress). S. 1770, Retirement Security and Savings Act. S. 1730, Retirement Savings Lost and Found Act. H.R. 2954, Securing A Strong Retirement Act. IRA investment changes in H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act of 2021.","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2022-04-19T15:15:45-04:00
2786192,8cd60e11-2002-4a44-ba72-d7f57a39edc1,Q1,DAVIS & HARMAN LLP,11674,RETIREMENT INDUSTRY TRUST ASSOCIATION,2022,first_quarter,RET,"Issues related to retirement savings and IRAs. S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. Discussion draft of Retirement Improvements and Savings Enhancements (RISE) Act of 2016. Legislative proposals related to self-directed IRAs and IRA investments. IRA investment changes in H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act of 2021.","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2022-04-19T15:23:19-04:00
2786220,143df9aa-b53f-43ea-a871-b0fb938f51be,Q1,AZOA SERVICES CORP(ALLIANZ OF AMERICA) FORMERLY AZOA SERIVCES CORP/FIREMAN'S FUND(ALLIANZ OF AMERICA,14611,AZOA SERVICES CORP(ALLIANZ OF AMERICA) AND AFFILIATES,2022,first_quarter,RET,"Monitor SEC's Regulation Best Interest Regarding the Department of Labors Financial Factors in Selecting Plan Investments, support changes to prevent the Department from requiring plan fiduciaries to select investments based solely on pecuniary factors and prohibiting consideration of Environmental, Societal, and Governmental factors. (No specific bills.) H.R. 2954, the Securing a Strong Retirement Act of 2021. S.1443, The Retirement Parity for Student Loans Act. H.R.4865, the Registration for Index-Linked Annuities Act. S.3198, the Registration for Index-Linked Annuities Act.","HOUSE OF REPRESENTATIVES,SENATE",,530000,0,0,2022-04-19T15:24:48-04:00
2786222,5a968565-e85a-4541-a5c0-5d752644f57f,Q1,DAVIS & HARMAN LLP,11674,TIAA,2022,first_quarter,RET,"Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans and IRAs. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. Issues related to electronic notarization. H.R. 4610/S. 3795, RETIRE Act (115th Congress). S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. H.R. 6746, Lifetime Income for Employees Act. H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Act of 2021.","HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2022-04-19T15:24:56-04:00