Issues lobbied + lobbyists
RET — Retirement
Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creating of new qualified retirement plans for small business. Work related to brokerage window investments. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Proposals related to remittance taxes. Issues related to policy discussions with Pontera. S. 1222/H.R. 2544, Financial Freedom Act. Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) S. 1831, Auto Reenroll Act. H.R. 1, to provide for reconciliation pursuant to title II of H. Con. Res. 14.
Lobbyists: KENT A MASON; CHRIS L GASTON (covered position: Chief of Staff, Rep. Rush Holt)
Government entities lobbied: HOUSE OF REPRESENTATIVES; SENATE
TAX — Taxation/Internal Revenue Code
Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creating of new qualified retirement plans for small business. Work related to brokerage window investments. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Proposals related to remittance taxes. Issues related to policy discussions with Pontera. S. 1222/H.R. 2544, Financial Freedom Act. Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) S. 1831, Auto Reenroll Act. H.R. 1, to provide for reconciliation pursuant to title II of H. Con. Res. 14.
Lobbyists: KENT A MASON; CHRIS L GASTON (covered position: Chief of Staff, Representative Rush Holt)
Government entities lobbied: HOUSE OF REPRESENTATIVES; SENATE
FIN — Financial Institutions/Investments/Securities
H.R. 1807, Improving Disclosure for Investors Act of 2023. (118th Congress)
Lobbyists: KENT A MASON; CHRIS L GASTON (covered position: Chief of Staff, Rep. Rush Holt)
Government entities lobbied: HOUSE OF REPRESENTATIVES; SENATE