2025 · 1st Quarter (Jan 1 - Mar 31)

MISSIONSQUARE RETIREMENT

Filed by MISSIONSQUARE RETIREMENT.

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Source-reported fields

Filing overview

Type: 1st Quarter - Report
Posted: Apr 18, 2025
Income: Not reported
Expenses: $120,000.00
Registrant: MISSIONSQUARE RETIREMENT
Client: MISSIONSQUARE RETIREMENT
Filing UUID: 04c30a00-e65e-408a-9275-c0b5763e6f93
Termination date: Not reported

Expense method: A

Literal source text

Lobbying issues and bill citations

RET · Retirement

Proposals related to retirement, employee benefit plan investments and administration, retiree health savings and collective investment trusts. Proposals related to 403(b) and governmental 457(b) plans. Issues related to tax incentives for retirement savings. Expansion of investment options for 403(b) plans. Issues related to implementation of SECURE 2.0. Issues related to employee benefit plan administration, including default investments Issues related to providing alternative assets in retirement plans

TAX · Taxation/Internal Revenue Code

Issues related to tax incentives for retirement savings, retiree health savings and collective investment trusts. Issues related to employee benefit plan investments and administration. Proposals related to 403(b) and governmental 457(b) plans. Issues related to implementation of SECURE 2.0.

CSP · Consumer Issues/Safety/Products

Issues related to cybersecurity, privacy policy, and data security.

FIN · Financial Institutions/Investments/Securities

Issues related to Collective Investment Trusts, expansion of investment options for 403(b) plans. Monitor issues related securities issues, including asset management, market equity, liquidity and fund issues. H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act. Issues related to access to investment opportunities. Issues related to ETF regulation.

Literal federal measure citations: H.R. 1013, S. 424

Relationship and amount limits

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