2026 · 3rd Quarter (July 1 - Sep 30)
Filed by DAVIS & HARMAN LLP.
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Literal source text
Issues related to retirement plan data privacy. Issues related to SEC Rule 180. 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
Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to recordkeeping simplification for 401(k) plans. Issues related to lifetime income and auto features. Issues related to alternative investments in retirement plans. SECURE 2.0 Act of 2022 and Technical Corrections. S. 1831, Auto Reenroll Act. H.R. 2958, Balance the Scales Act. H.R. 2869, EBSA Investigations Transparency Act. H.R. 6084, ERISA Litigation Reform Act. H.R. 7362, Form 5500 Simplification Act.
Literal federal measure citations: S. 1831, H.R. 2958, H.R. 2869, H.R. 6084, H.R. 7362
Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to recordkeeping simplification for 401(k) plans. Issues related to lifetime income and auto features. Issues related to alternative investments in retirement plans. SECURE 2.0 Act of 2022 and Technical Corrections. S. 1831, Auto Reenroll Act. H.R. 1. H.R. 2958, Balance the Scales Act. H.R. 2869, EBSA Investigations Transparency Act. H.R. 6084, ERISA Litigation Reform Act. S. 4498, ABLE Tomorrow Act.
Literal federal measure citations: S. 1831, H.R. 1, H.R. 2958, H.R. 2869, H.R. 6084, S. 4498
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