Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Technical Corrections to the SECURE 2.0 Act of 2022.
2025 · 1st Quarter (Jan 1 - Mar 31)
COMMITTEE OF ANNUITY INSURERS
Filed by DAVIS & HARMAN LLP.
Open official filingSource-reported fields
Filing overview
- Type
- 1st Quarter - Report
- Posted
- Apr 17, 2025
- Income
- $10,000.00
- Expenses
- Not reported
- Registrant
- DAVIS & HARMAN LLP
- Filing UUID
- cc6d56d5-8c2a-471b-86c9-ee3f4fde0308
- Termination date
- Not reported
Literal source text
Lobbying issues and bill citations
Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act; Technical Corrections to the SECURE 2.0 Act of 2022.
Relationship and amount limits
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