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. Issues related to private credit and private assets.
2026 · 2nd Quarter (Apr 1 - June 30)
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
Filed by DAVIS & HARMAN LLP.
Open official filingSource-reported fields
Filing overview
- Type
- 2nd Quarter - Report
- Posted
- Jul 17, 2026
- Income
- $10,000.00
- Expenses
- Not reported
- Registrant
- DAVIS & HARMAN LLP
- Filing UUID
- 361f0170-eff8-4fe1-9e8d-11ee612f4627
- Termination date
- Not reported
Literal source text
Lobbying issues and bill citations
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. Issues related to private credit and private assets.
Expansion of investment options for 403(b) plans, including: H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act. H.R.3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act.
Literal federal measure citations: H.R. 1013, S. 424, H.R.3383
Relationship and amount limits
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