Issues lobbied + lobbyists
RET — Retirement
Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to lifetime income. Issues related to the tax treatment of retirement plans, IRAs, and annuity products. Issues related to pension risk transfers.
Lobbyists: KENT A MASON; MICHAEL L HADLEY; CHRIS L GASTON (covered position: Chief of Staff, Rep. Rush Holt)
Government entities lobbied: HOUSE OF REPRESENTATIVES; SENATE
TAX — Taxation/Internal Revenue Code
Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to lifetime income. Issues related to the tax treatment of retirement plans, IRAs, and annuity products. Issues related to pension risk transfers.
Lobbyists: KENT A MASON; MICHAEL L HADLEY; CHRIS L GASTON (covered position: Chief of Staff, Rep. Rush Holt)
Government entities lobbied: HOUSE OF REPRESENTATIVES; SENATE
FIN — Financial Institutions/Investments/Securities
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.
Lobbyists: KENT A MASON; MICHAEL L HADLEY; CHRIS L GASTON (covered position: Chief of Staff, Rep. Rush Holt)
Government entities lobbied: HOUSE OF REPRESENTATIVES; SENATE