Literal source text
Lobbying issues and bill citations
TAX · Taxation/Internal Revenue Code
Issues related to expanding retirement coverage and adequacy, facilitating retirement income, and increasing retirement security. Issues related to Qualified Professional Asset Managers. Issues related to qualifying longevity annuity contracts. Proposals to reform the multiple employer plan rules. Issues related to default annuitization. Issues related to 403(b) investments. Annuity tax credits. Issues relating to disclosure of longevity risk. Proposals regarding electronic rollovers. Technical Corrections to SECURE 2.0 Act of 2022. S. 1831, Auto Reenroll Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 7293, Automatic IRA Act of 2024. (118th Congress)
Literal federal measure citations: S. 1831, S. 2512, H.R. 7293
RET · Retirement
Issues related to expanding retirement coverage and adequacy, facilitating retirement income, and increasing retirement security. Issues related to Qualified Professional Asset Managers. Issues related to qualifying longevity annuity contracts. Proposals to reform the multiple employer plan rules. Issues related to default annuitization. Issues related to 403(b) investments. Annuity tax credits. Issues relating to disclosure of longevity risk. Proposals regarding electronic rollovers. Technical Corrections to SECURE 2.0 Act of 2022. S. 1831, Auto Reenroll Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 7293, Automatic IRA Act of 2024. (118th Congress)
Literal federal measure citations: S. 1831, S. 2512, H.R. 7293
FIN · Financial Institutions/Investments/Securities
Proposals to reform 403(b) plan investments. H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act. H.R. 2799, Expanding Access to Capital Act. (118th Congress) S. 5139, Empowering Main Street in America Act. (118th Congress)
Literal federal measure citations: H.R. 1013, S. 424, H.R. 2799, S. 5139
