Retirement savings incentives, including: Retirement Fairness for Charities and Educational Institutions Act of 2025; SECURE 3.0; private markets legislation; litigation reform; One Big Beautiful Bill Act.
2025 · 2nd Quarter (Apr 1 - June 30)
STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES
Filed by STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES.
Open official filingSource-reported fields
Filing overview
- Type
- 2nd Quarter - Report
- Posted
- Jul 18, 2025
- Income
- Not reported
- Expenses
- $480,000.00
- Filing UUID
- 6a85a7e0-0f60-4161-98dc-50202b5769bd
- Termination date
- Not reported
Expense method: A
Literal source text
Lobbying issues and bill citations
Issues related to systemic risk and resolution of large banks. Anti-money laundering issues. Bank capital and liquidity regulations.
Trade/market access issues.
Corporate and international tax changes. Retirement savings incentives. Tax treatment of certain precious metal-backed ETFs.
Financial services regulatory issues, including regulatory treatment of G-SIBs and custodial banks, cyber issues, exchange-traded funds (ETF) regulation, anti-trust issues related to "common ownership" in asset management, and issues related to passive index investing. Investment advisor stewardship issues including Environmental, Social and Governance (ESG) issues. Digital assets and digital asset custody. Securities and Exchange Commission (SEC) liquidity and safeguarding rules.
Relationship and amount limits
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