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 creation of new qualified retirement plans for small business. Proposals related to 401(h) surplus. Proposals that would consolidate various retirement and IRA types. Proposals to reform 403(b) plan investments. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Proposals related to ETFs and variable annuities. Proposals related to lifetime income. Proposals related to PBGC premiums. Technical Corrections to SECURE 2.0 Act. 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) H.R. 6722, Auto IRA Act S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act.
Lobbyists: KENT A MASON; CHRIS L GASTON (covered position: Chief of Staff, Rep. Rush Holt); MICHAEL L HADLEY
Government entities lobbied: HOUSE OF REPRESENTATIVES; Pension Benefit Guaranty Corporation (PBGC); 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 creation of new qualified retirement plans for small business. Proposals related to 401(h) surplus. Proposals that would consolidate various retirement and IRA types. Proposals to reform 403(b) plan investments. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Proposals related to ETFs and variable annuities. Proposals related to lifetime income. Proposals related to PBGC premiums. Technical Corrections to SECURE 2.0 Act. 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) H.R. 6722, Auto IRA Act S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act.
Lobbyists: KENT A MASON; CHRIS L GASTON (covered position: Chief of Staff, Rep. Rush Holt); MICHAEL L HADLEY
Government entities lobbied: HOUSE OF REPRESENTATIVES; Pension Benefit Guaranty Corporation (PBGC); SENATE
FIN — Financial Institutions/Investments/Securities
Proposals to reform 403(b) plan investments. H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act. S. 5139, Empowering Main Street in America Act. (118th Congress) H.R. 2799, Expanding Access to Capital Act. (118th Congress) H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act.
Lobbyists: KENT A MASON; CHRIS L GASTON (covered position: Chief of Staff, Rep. Rush Holt); MICHAEL L HADLEY
Government entities lobbied: HOUSE OF REPRESENTATIVES; SENATE