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
2025 · 2nd Quarter (Apr 1 - June 30)
MISSIONSQUARE RETIREMENT
Filed by MISSIONSQUARE RETIREMENT.
Open official filingSource-reported fields
Filing overview
- Type
- 2nd Quarter - Report
- Posted
- Jul 17, 2025
- Income
- Not reported
- Expenses
- $150,000.00
- Registrant
- MISSIONSQUARE RETIREMENT
- Client
- MISSIONSQUARE RETIREMENT
- Filing UUID
- 4fc86892-4c50-4ed7-b6c7-3bb642e55bdb
- Termination date
- Not reported
Expense method: A
Literal source text
Lobbying issues and bill citations
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.
Issues related to cybersecurity, privacy policy, and data security.
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. Issues in support of providing for electronic delivery of fund information, including the Improving Disclosure for Investors Act (H.R. 1807 and S.3815).
Literal federal measure citations: H.R. 1013, S. 424, H.R. 1807, S.3815
Relationship and amount limits
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