RET — Retirement
ERISA preemption Oversight of EBSA programs - EBSA Investigations Transparency Act (2869); Transparency for Secret Litigation Agreements (HR 2958) Alternative investments in qualified retirement plans Pooled Employer Plans Collective investment trusts (CITs) and insurance company separate accounts HR 1013 and HR 3383 ERISA Litigation Reform Act (HR 6084) Limited Scope Audit Prohibited Transaction Exemption (PTE) 77-4 INSIGHT Act (Sen. Banks) Pension Benefit Guaranty Corporation single-employer premiums Market Based Cash Balance Plans Age of participation in retirement plans reduced from 21 to 18 (HR 4718 / S. 1707) Permitting optional re-enrollment, S. 1831 Defined Benefit Pension Plans (DBs), retiree health accounts, IRC sec. 401(h) limited access to surplus, S. 2003 Child Saving Accounts (IRC sec. 530A, Trump Accounts) Retire Through Ownership Act, HR 5160 / S. 2403
Lobbyists: ms LYNN DIEHL DUDLEY; DIANN HOWLAND (covered position: Pension Policy Director for the Senate Health Education Labor and Pensions Committee, Pension Policy Advisor of the Senate Finance Committee)
Government entities lobbied: HOUSE OF REPRESENTATIVES; Internal Revenue Service (IRS); Labor, Dept of (DOL); Pension Benefit Guaranty Corporation (PBGC); Securities & Exchange Commission (SEC); SENATE; Treasury, Dept of
HCR — Health Issues
ERISA Preemption Tax treatment of employer-sponsored health care Health care affordability, price transparency, prescription drug prices, Pharmacy Benefit Managers (PBM) pricing and transparency, hospital pricing and transparency, site neutral payment reform, hospital consolidation and billing practices Consolidated Appropriations Act of 2026, Pharmacy Benefit Manufacturer reforms and hospital billing practices Healthy Competition for Better Care Act, HR 6248 / S 4027 Voluntary Employee Beneficiary Association (VEBAs) to allow repurposing of excess assets in VEBAs 340B prescription drug program Chronic Disease Flexible Coverage Act, HR 919 Surprise Medical Billing (No Surprises Act) Telehealth and Remote Care Services Paid Leave and I-PLAN (H.R. 3090) Restore Protections for Dialysis Patients Act - HR 2199 Electronic delivery for health benefit plans Patients Deserve Price Tags Act (S. 2355)
Lobbyists: DIANN HOWLAND (covered position: Pension Policy Director for the Senate Health Education Labor and Pensions Committee, Pension Policy Advisor of the Senate Finance Committee); ILYSE SCHUMAN (covered position: Senate HELP Committee, Chief Labor Counsel, Minority Staff Director); KATHRYN JOHNSON (covered position: Attorney advisor, Office of Benefits Tax Counsel at the U.S. Department of Treasury; attorney, Office of Chief Counsel at the Internal Revenue Service); MATTHEW MUMA (covered position: Legislation Counsel with the Joint Committee on Taxation; Attorney-Adviser with the Department of the Treasury) [new]
Government entities lobbied: Health & Human Services, Dept of (HHS); HOUSE OF REPRESENTATIVES; Internal Revenue Service (IRS); Labor, Dept of (DOL); SENATE; Treasury, Dept of; White House Office