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2026 · 3rd Quarter (July 1 - Sep 30)

RETIREMENT INDUSTRY TRUST ASSOCIATION

Filed by DAVIS & HARMAN LLP.

Open official filing
Source: Lobbying Disclosure APIRecently refreshed. 2026-11-04 06:26:19 UTC.

Source-reported fields

Filing overview

Type
3rd Quarter - Report
Posted
Oct 15, 2026
Income
Not reported
Expenses
Not reported
Filing UUID
3d42024f-4466-471a-adf5-742052920b06
Termination date
Not reported

Literal source text

Lobbying issues and bill citations

RET · Retirement

Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments. Discussion draft of Retirement Improvements and Savings Enhancements (RISE) Act of 2016. IRA investment changes in H.R. 5376, Build Back Better Act/Inflation Reduction Act (117th Congress). H.R.9813/S. 5040 - To amend the Internal Revenue Code of 1986 to impose limitations on high-income taxpayers with large retirement account balances.

Literal federal measure citations: H.R. 5376, H.R.9813, S. 5040

TAX · Taxation/Internal Revenue Code

Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments. Discussion draft of Retirement Improvements and Savings Enhancements (RISE) Act of 2016. IRA investment changes in H.R. 5376, Build Back Better Act/Inflation Reduction Act (117th Congress). H.R.9813/S. 5040 - To amend the Internal Revenue Code of 1986 to impose limitations on high-income taxpayers with large retirement account balances.

Literal federal measure citations: H.R. 5376, H.R.9813, S. 5040

FIN · Financial Institutions/Investments/Securities

Issues related to expansion and modernization of accredited investor rules.

Relationship and amount limits

Bill links use only the filing year’s mathematically derived Congress plus the literal measure type and number in the issue description. Unmatched citations remain plain text. Politically.com does not join on names, infer advocacy positions, combine amendments, or calculate totals across filings.