S. 5271119th CongressCloture on the motion to proceed to the measure not invoked in Senate by Yea-Nay Vote. 52 - 46. Record Vote Number: 231.

A bill to amend the Help America Vote Act of 2002 to require voters to provide photo identification.

Introduced: Aug 5, 2026

Latest action: Aug 8, 2026

Latest Action

Cloture on the motion to proceed to the measure not invoked in Senate by Yea-Nay Vote. 52 - 46. Record Vote Number: 231.

Congress.gov Bill Record ↗Official Bill Text ↗

Primary Sponsors

Cosponsors

Recorded Actions

Linked Votes

Plain-English AI Summary

What this bill means

Generated from the official bill text to make the legislation easier to understand.

Summary Ready

What this bill does

This bill amends the Help America Vote Act of 2002 (HAVA) to establish federal photo identification requirements for individuals voting in federal elections. It mandates specific photo ID standards for both in-person and mail-in voting, requires states to inform voters of these rules during voter registration, and requires local governments to offer free copying equipment in public buildings where practicable. It also authorizes federal civil enforcement of these provisions and directs the Election Assistance Commission (EAC) to issue voluntary guidance.

Who it affects

* **Voters in federal elections:** Individuals casting ballots in person or by mail/absentee for federal office. * **State and local election officials:** Personnel responsible for running federal elections, verifying voter eligibility, and providing voter registration notices. * **Public facility administrators:** Managers of public buildings like courthouses, libraries, and police stations, who must provide free public access to ID-copying equipment where practical. * **Federal agencies:** The Election Assistance Commission (EAC), which must issue voluntary implementation guidance, and federal enforcement authorities under HAVA.

What would change

* **In-Person Voting:** * Election officials are prohibited from issuing a ballot for a federal election to an in-person voter who does not present a valid physical photo ID. * Voters without valid photo ID must be permitted to cast a provisional ballot. * To have a provisional ballot certified, the voter must present a valid physical photo ID to election officials within 3 days of voting, or submit a state-provided affidavit stating they lack photo ID due to a religious objection to being photographed. * **Mail and Absentee Voting:** * Election officials are prohibited from accepting non-in-person federal ballots unless the voter includes either a copy of a valid photo ID or the last four digits of their Social Security number accompanied by a state affidavit stating they made reasonable efforts but were unable to obtain a copy. * **Acceptable Forms of Photo ID:** To qualify, an ID must fall under one of the following categories: * Valid state-issued driver's license (with photo and expiration date). * Valid state-issued ID card from a motor vehicle authority (with photo and expiration date). * Valid U.S. passport. * Valid military ID issued by the Department of Defense or the Department of Veterans Affairs. * Valid Tribal government ID (with photo and expiration date). * **Registration Notifications:** * States must inform individuals of these requirements when they apply to register for federal elections. * Online registration portals must display a notice about the photo ID rules before an applicant submits their registration. * **Free Public Access to Copy Equipment:** * State and local officials must, to the extent practicable, offer free public access to copiers, scanners, printers, or multifunction devices in public buildings (such as libraries, courthouses, and police stations) so citizens can copy their IDs at no cost. * **Effective Date and Enforcement:** * The rules take effect 1 day after the bill is signed into law and apply to all federal elections held on or after that date. * Existing federal civil enforcement mechanisms under HAVA are expanded to cover these photo ID rules.

Money or funding

* **Direct Funding:** The bill summary does not mention any explicit federal appropriations, grants, or spending amounts. * **Fees:** The bill explicitly prohibits charging voters to use public copying equipment in designated public buildings to copy their IDs.

Important exceptions or limits

* **Exempt Mail Voters:** The non-in-person (mail/absentee) photo ID submission requirements do **not** apply to: * Military and overseas voters covered by the Uniformed and Overseas Citizens Absentee Voting Act (UOCAVA). * Specific elderly or disabled voters authorized to vote by mail under the Voting Accessibility for the Elderly and Handicapped Act. * **Religious Objection Exception:** In-person voters who lack photo ID due to a religious objection to being photographed can fulfill the requirement by signing a state affidavit within 3 days of voting. * **Equipment Provision Limit:** Public facilities are required to provide free ID-copying equipment only "to the extent practicable." * **EAC Guidance:** The guidance provided by the Election Assistance Commission is voluntary.

Plain-English bottom line

Starting 1 day after becoming law, this bill requires voters in federal elections to present an unexpired state, military, passport, or Tribal photo ID when voting in person, or to provide a copy of an ID (or their partial Social Security number with an affidavit) when voting by mail. Voters who lack an ID at the polls can cast a provisional ballot, but must follow up within 3 days with an ID or a religious objection form for their vote to count. Military, overseas, and certain elderly or disabled mail voters are exempt from the mail-in ID rules.

This summary was generated by AI from the official bill text. It is intended to make legislation easier to understand and does not replace the original legal language.

AI model: gemini-3.6-flashUpdated: Oct 12, 2026Review official bill text ↗

Official Summary

Official legislative summary associated with this bill.

This bill establishes certain photo identification requirements for voting in federal elections. Specifically, the bill prohibits a state or local election official from providing a ballot for a federal election to an individual who does not present valid physical photo identification. Next, the bill outlines the availability of provisional ballots and the requirements for counting those ballots. An individual who does not present a valid photo identification must be permitted to cast a provisional ballot. However, an election official may not determine that the individual is eligible under state law to vote in the election unless, not later than three days after casting the provisional ballot, the individual presents (1) the identification required, or (2) an affidavit attesting that the individual does not possess the identification because of a religious objection to being photographed. An election official may not allow for voting methods other than in-person voting unless the individual submits with the ballot (1) a copy of their photo identification, or (2) the last four digits of their Social Security number with an affidavit attesting that the individual is unable to obtain a copy of a valid photo identification after making reasonable efforts to obtain a copy. This prohibition shall not apply to overseas military voters and certain disabled or elderly voters. States must, to the extent practicable, ensure public access to digital imaging devices for individuals to make a free copy of their valid photo identification. These requirements take effect one day after the bill's enactment.

View official Congress.gov record ↗

Primary Sponsors

Members listed as primary sponsors of this legislation.

Jon Husted

Republican • Ohio

Primary Sponsor

Aug 5, 2026

Cosponsors

Members who joined this legislation as cosponsors.

No cosponsors found.

Recorded Actions

Official legislative actions recorded for this measure.

Aug 8, 2026

Motion to proceed to consideration of measure made in Senate. (CR S4556)

Official source ↗

Aug 8, 2026

Cloture on the motion to proceed to the measure not invoked in Senate by Yea-Nay Vote. 52 - 46. Record Vote Number: 231.

Official source ↗

Aug 8, 2026

Cloture motion on the motion to proceed to the measure presented in Senate. (CR S4556)

Official source ↗

Aug 6, 2026

Read the second time. Placed on Senate Legislative Calendar under General Orders. Calendar No. 547.

Official source ↗

Aug 5, 2026

Introduced in the Senate. Read the first time. Placed on Senate Legislative Calendar under Read the First Time.

Official source ↗

10000Aug 5, 2026

Introduced in Senate

Official source ↗

Linked Votes

Roll-call votes associated with this legislation.

Senate Roll Call 231Cloture on the Motion to Proceed Rejected

On Cloture on the Motion to Proceed S. 5271

Cloture on the Motion to Proceed Rejected (52-46, 3/5 majority required)

View full roll call →

Aug 8, 2026

Lobbying Activity

Federal lobbying disclosures that explicitly identify S. 5271. These records show reported lobbying involving the legislation; they do not establish that every member of Congress, sponsor, or voter was personally contacted.

INSURED RETIREMENT INSTITUTE

Registrant: INSURED RETIREMENT INSTITUTE

1st Quarter (Jan 1 - Mar 31)

Apr 16, 2025

Reported lobbying issue

Insurance: DOL - EBSA - Implementation of the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022 (Public Law No: 117-328). DOL - EBSA - Request for Information-SECURE 2.0 Reporting and Disclosure (RIN 1210-AC23). DOL - Wage and Hour Division - Final Rule - Employee or Independent Contractor Classification Under the Fair Labor Standards Act - 87 FR 62218 (RIN 1235-AA43). DOL - Proposed Rule on Automatic Portability Transactions Exemption - 29 CFR 255 (RIN 1210-AC21). DOL- EBSA - Final Rule - Retirement Security Rule: Definition of an Investment Fiduciary - 29 CFR 2510, RIN 1210-AC02. DOL-EBSA- FINAL Amendments to PTE 2020-02 - 29 CFR 2550, RIN 1210-ZA32. DOL-EBSA- FINAL Amendments to PTEs 75-1, 77-4, 80-83, 83-1, and 86-128 - 29 CFR 2550, RIN 1210-ZA34. Legislation to maintain and protect the diverse array of retirement plan structures. Legislation to provide favorable tax treatment for guaranteed lifetime income. Legislation to provide technical corrections and extension of effective dates to implement the SECURE 2.0 Act. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform, ERISA, and securities laws. Legislation to clarify the annuity selection safe harbor (P.L.116-94, Div. O, Section 204) provides a plan sponsor with the same protections in selecting an annuity contract. Legislation to direct the SEC to allow the use of amended appropriate registration forms to authorize consistent registrations for non-variable products. Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers. Legislation to make long-term care insurance tax-advantaged, accessible, and affordable. Legislation to provide balanced approach to regulating the use of AI by the insured retirement industry. Legislation to require defined contribution plans to offer participants the option to invest in protected, guaranteed lifetime income solutions for all or some of their account balances. Legislation to require plan fiduciaries to provide retirement income education to employees throughout their working years. Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions. Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions. SEC - Implementation and Enforcement of Regulation BI and Form CRS. SEC - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division AA - Financial Services Matters, Title I-Registration for Index linked Annuities, Sec. 101. Parity for Registered Index-Linked Annuities Regarding Registration Rules. SEC - Proposed Rule - Conflicts of Interest Associated with the Use of Predictive Data Analytics by Broker-Dealers and Investment Advisers - 17 CFR 240 and 17 CFR 275, RIN: 3235-AN00 and RIN: 3235-AN14. SEC - Proposed Rule Enhanced Disclosures by Certain Investment Advisers and Investment Companies about Environmental, Social, and Governance Investment Practices - 17 CFR Part 200, 230, 232, 239, 249, 274, and 279 (RIN: 3235-AM96). SEC - Final Rule - Registration for Index-Linked Annuities and Registered Market Value Adjustment Annuities; Amendments to Form N-4 for Index-Linked Annuities, Registered Market Value Adjustment Annuities, and Variable Annuities; Other Technical Amendments - 17 CFR Parts 230, 232, 239, and 274, RIN 3235-AN30. SEC/Treasury - Joint Proposed Rule by SEC & FinCEN - Customer Identification Programs for Registered Investment Advisers and Exempt Reporting Advisers - 17 CFR 275, 31 CFR 1032, RIN 1506-AB66, RIN 3235-AN34. Treasury - Request for Information on Uses, Opportunities, and Risks of Artificial Intelligence on Uses, Opportunities, and Risks of Artificial Intelligence in the Financial Services Sector - 89 FR 50048. FINRA - Regulatory Notice - 25-04 - Rule Modernization Review Proposal. FINRA - Regulatory Notice - 25-05 - Outside Business Activities Proposed Rule. Elder Justice Reauthorization and Modernization Act of 2021 (S.1198/H.R.2718 - 118th Congress). The Auto Reenroll Act (S.2517/H.R.4924 - 118th Congress). The Data Privacy Act (H.R.1165 - 118th Congress). The Empowering States to Protect Seniors from Bad Actors Act (H.R.5914 - 117th Congress). The E-SIGN Modernization Act of 2022 (S.3715 - 117th Congress). The General Accounts Product Clarifications Act (H.R.9515 - 117th Congress). The Lifetime Income for Employees Act of 2023 (H.R.3942 - 118th Congress). The Richard L. Trumka Protecting the Right to Organize (PRO) Act of 2023 (S.567/H.R.20 - 118th Congress). The SAFER Banking Act (S.2860 - 118th Congress). The Secure And Fair Enforcement (SAFE) Banking Act of 2023 (S.1323/H.R.2891 - 118th Congress). The Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2023 (S.1212/H.R.1059 - 118th Congress). The Financial Fitness Act (H.R.8944-118th Congress). The Well-Being Insurance for Seniors to be at Home Act (H.R.2082-119th Congress). Retirement: Amends IRS Code to establish Auto Reenrollment Tax Credit (S.2512 - 118th Congress). To amend the Internal Revenue Code of 1986 to provide for in-serve rollovers for individual retirement annuity purchases (H.R. 10467 - 118th Congress). DOL - EBSA - Implementation of the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022 (Public Law No: 117-328). DOL - EBSA - Request for Information - SECURE 2.0 Reporting and Disclosure (RIN 1210-AC23). DOL - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). DOL - Wage and Hour Division - Final Rule - Employee or Independent Contractor Classification Under the Fair Labor Standards Act - 87 FR 62218 (RIN 1235-AA43). DOL - Proposed Rule on Automatic Portability Transactions Exemption - 29 CFR 255 (RIN 1210-AC21). DOL Guidance on Pension‑Linked Emergency Savings Accounts. DOL- EBSA - Final Rule - Retirement Security Rule: Definition of an Investment Fiduciary - 29 CFR 2510, RIN 1210-AC02. DOL-EBSA- FINAL Amendments to PTE 2020-02 - 29 CFR 2550, RIN 1210-ZA32. DOL-EBSA- FINAL Amendments to PTEs 75-1, 77-4, 80-83, 83-1, and 86-128 - 29 CFR 2550, RIN 1210-ZA34. DOL - EBSA - Final Rule - Prohibited Transaction Class Exemption 84-14 for Transactions Determined by Independent Qualified Professional Asset Managers (the QPAM Exemption) (RIN 1210-ZA07). Joint Resolution providing for congressional disapproval of the Department of Labors Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights Rule (S.J.Res.8/H.J. Res.30 - 118th Congress). Legislation and rulemaking affecting 403(b) retirement plans and federal and state regulations governing their administration and operation. Legislation establishing a federal regulatory framework to oversee the cryptocurrency market in and use of cryptocurrency in retirement plans. Legislation to clarify Form 5500 reporting requirement for retirement plans filing under a Group of Plans. Legislation to maintain and protect the diverse array of retirement plan structures. Legislation to prohibit IRSs use of private debt collection agencies for individuals over the age of 65. Legislation to promote, preserve and maintain tax-deferred treatment of retirement savings. Legislation to provide favorable tax treatment for guaranteed lifetime income. Legislation to provide technical corrections and extension of effective dates to implement the SECURE 2.0 Act. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform, ERISA, and securities laws. Legislation to clarify the annuity selection safe harbor (P.L.116-94, Div. O, Section 204) provides a plan sponsor with the same protections in selecting an annuity contract. Legislation to direct the SEC to allow the use of amended appropriate registration forms to authorize consistent registrations for non-variable products. Legislation to ensure a balanced approach to the regulation of environmental, social, and governance investments. Legislation to increase protections and safeguards for personal financial information. Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers. Legislation to make long-term care insurance tax-advantaged, accessible, and affordable. Legislation to provide balanced approach to regulating the use of AI by the insured retirement industry. Legislation to require defined contribution plans to offer participants the option to invest in protected, guaranteed lifetime income solutions for all or some of their account balances. Legislation to require inclusion of longevity risk language in annual plan notices. Legislation to require plan fiduciaries to provide retirement income education to employees throughout their working years. Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions. Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions. SEC - FINRA - Proposed Rule Change to Extend the Effectiveness of Temporary FINRA Rule 3110.17 - SR-FINRA-2021-023. SEC - Implementation and Enforcement of Regulation BI and Form CRS. SEC - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division AA - Financial Services Matters, Title I-Registration for Index linked Annuities, Sec. 101. Parity for Registered Index-Linked Annuities Regarding Registration Rules. SEC - Proposed Rule - Conflicts of Interest Associated with the Use of Predictive Data Analytics by Broker-Dealers and Investment Advisers - 17 CFR 240 and 17 CFR 275 (RIN: 3235-AN00 and RIN: 3235-AN14). SEC - Proposed Rule - Safeguarding Advisory Client Assets - 17 CFR Parts 275 and 279 (RIN 3235-AM32). SEC - Proposed Rule Enhanced Disclosures by Certain Investment Advisers and Investment Companies about Environmental, Social, and Governance Investment Practices - 17 CFR Part 200, 230, 232, 239, 249, 274, and 279 (RIN: 3235-AM96). SEC - Request for Information and Comments on Broker-Dealer and Investment Adviser Digital Engagement Practices, Related Tools and Methods, and Regulatory Considerations and Potential Approaches; Information and Comments on Investment Adviser Use of Technology to Develop and Provide Investment Advice - (Release Nos. 34-92766; IA-5833; File No. S7-10-21) (RIN 3235-AN00). SEC - Final Rule - Registration for Index-Linked Annuities and Registered Market Value Adjustment Annuities; Amendments to Form N-4 for Index-Linked Annuities, Registered Market Value Adjustment Annuities, and Variable Annuities; Other Technical Amendments - 17 CFR Parts 230, 232, 239, and 274, RIN 3235-AN30. The Advice and Consent Act (S. 2727 - 118th Congress). The Auto Reenroll Act (S.2517/H.R.4924 - 118th Congress). The Data Privacy Act (H.R.1165 - 118th Congress). The Department of Labor Succession Act (H.R.4957 - 118th Congress). The Empowering States to Protect Seniors from Bad Actors Act (H.R.5914 - 117th Congress). The E-SIGN Modernization Act of 2022 (S.3715 - 117th Congress). The Financial Freedom Act of 2023 (S.427/H.R.1177 - 118th Congress). The Financial Innovation and Technology for the 21st Century Act (H.R.4763 - 118th Congress). The General Accounts Product Clarifications Act (H.R.9515 - 117th Congress). The Lifetime Income for Employees Act of 2023 (H.R.3942 - 118th Congress). The Lummis-Gillibrand Responsible Financial Innovation Act (S.2281 - 118th Congress). The No Discrimination in My Benefits Act (H.R.5338 - 118th Congress). The Portable Benefits for Independent Workers Pilot Program Act (S.1696/H.R.3482 - 118th Congress). The Providing Complete Information to Retirement Investors Act (H.R.5340 - 118th Congress). The RETIRE Act (H.R. 5339 - 118th Congress). The Retirement Proxy Protection Act (H.R.5337 - 118th Congress). The Retirement Savings for Americans Act of 2022 (S.5271/H.R.9462 - 117th Congress). The Richard L. Trumka Protecting the Right to Organize (PRO) Act of 2023 (S.567/H.R.20 - 118th Congress). The SAFER Banking Act (S.2860 - 118th Congress). The Secure And Fair Enforcement (SAFE) Banking Act of 2023 (S.1323/H.R.2891 - 118th Congress). The Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2023 (S.1212/H.R.1059 - 118th Congress). The Small Business Tax Fairness Act (S.2387 - 117th Congress). The Small Businesses Add Value for Employees (SAVE) Act (H.R.4637 - 115th Congress). To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (H.R.6757 - 118th Congress). The Expanding Access to Retirement Savings for Caregivers Act (H.R.6772 - 118th Congress). The Automatic IRA Act of 2024 (H.R.7293-118th Congress). The Elder Justice Reauthorization and Modernization Act of 2023 (S.1198/H.R.2718-118th Congress). The Ensuring Sound Guidance Act (S.2282/H.R.4237 - 118th Congress). The Expanding Access to Capital Act (H.R.2799-118th Congress). The Further Consolidated Appropriations Act, 2024 (S.2309/H.R.2882 - 118th Congress). The Financial Fitness Act (H.R.8944-118th Congress). The Empowering Main Street in America Act (S.5139-118th Congress). The Catching Up Family Caregivers Act (S.5149/H.R.9764-118th Congress). The Financial Exploitation Prevention Act 2023/2025(S.1481-118th Congress/H.R.2478-119th Congress). The Helping Young Americans Save for Retirement Act (S.3305/H.R.9281-118th Congress). The Improving Disclosure for Investors Act 2024/2025(S.3815-118th Congress/H.R.2441-119th Congress). The Improving Retirement Security for Family Caregivers Act (S.5148/H.R.9765-118th Congress). The Retirement Fairness for Charities and Educational Institutions Act of 2025 (S.424/H.R.1013-119th Congress). The Senior Security Act of 2023/2025 (S.955-118th Congress/H.R.1469-119th Congress). Treasury - IRS - Request for SECURE 2.0 Guidance. Treasury - IRS - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury - IRS - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022. Treasury - Request for Information on Financial Inclusion - 88 FR 88702 - Treas-Do-2023-0014. Treasury - IRS - Final Rule Required Minimum Distributions - 87 FR 10504, 26 CFR 1 and 26 CFR 54, REG-105954-20 (RIN 1545-BP82). Taxation/Internal Revenue Code: Amends IRS Code to establish Auto Reenrollment Tax Credit (S.2512 - 118th Congress). To amend the Internal Revenue Code of 1986 to provide for in-serve rollovers for individual retirement annuity purchases (H.R. 10467 - 118th Congress). DOL - EBSA - Implementation of the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022 (Public Law No: 117-328). DOL - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). DOL Guidance on Pension‑Linked Emergency Savings Accounts. DOL - EBSA - Final Rule - Prohibited Transaction Class Exemption 84-14 for Transactions Determined by Independent Qualified Professional Asset Managers (the QPAM Exemption) (RIN 1210-ZA07). Legislation and rulemaking affecting 403(b) retirement plans and federal and state regulations governing their administration and operation. Legislation to prohibit IRSs use of private debt collection agencies for individuals over the age of 65. Legislation to promote, preserve and maintain tax-deferred treatment of retirement savings. Legislation to provide favorable tax treatment for guaranteed lifetime income. Legislation to provide technical corrections and extension of effective dates to implement the SECURE 2.0 Act. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform, ERISA, and securities laws. Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers. Legislation to make long-term care insurance tax-advantaged, accessible, and affordable. Legislation to require defined contribution plans to offer participants the option to invest in protected, guaranteed lifetime income solutions for all or some of their account balances. Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions. Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions. SEC - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC/Treasury - Joint Proposed Rule by SEC & FinCEN - Customer Identification Programs for Registered Investment Advisers and Exempt Reporting Advisers - 17 CFR 275, 31 CFR 1032, RIN 1506-AB66, RIN 3235-AN34. The Auto Reenroll Act (S.2517/H.R.4924 - 118th Congress). The Lifetime Income for Employees Act of 2023 (H.R.3942 - 118th Congress). The Portable Benefits for Independent Workers Pilot Program Act (S.1696/H.R.3482 - 118th Congress). The Retirement Savings for Americans Act of 2022 (S.5271/H.R.9462 - 117th Congress). The Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2023 (S.1212/H.R.1059 - 118th Congress). The Small Business Tax Fairness Act (S.2387 - 117th Congress). The Small Businesses Add Value for Employees (SAVE) Act (H.R.4637 - 115th Congress). To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (H.R.6757 - 118th Congress). The Expanding Access to Retirement Savings for Caregivers Act (H.R.6772 - 118th Congress). The Automatic IRA Act of 2024 (H.R.7293-118th Congress). The Further Consolidated Appropriations Act, 2024 (S.2309/H.R.2882 - 118th Congress). The Catching Up Family Caregivers Act (S.5149/H.R.9764-118th Congress). The Helping Young Americans Save for Retirement Act (S.3305/H.R.9281-118th Congress). The Improving Retirement Security for Family Caregivers Act (S.5148/H.R.9765-118th Congress). The Well-Being Insurance for Seniors to be at Home Act (H.R.2082-119th Congress). Treasury - IRS - Request for SECURE 2.0 Guidance. Treasury - IRS - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury - IRS - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022. Treasury - Request for Information on Uses, Opportunities, and Risks of Artificial Intelligence on Uses, Opportunities, and Risks of Artificial Intelligence in the Financial Services Sector - 89 FR 50048. Treasury - FinCEN - Final Rule on AML/CFT Program and Suspicious Activity Report Filing Requirements for RIAs and Exempt Reporting Advisers (RIN 1506-AB58). Treasury - IRS - Final Rule Required Minimum Distributions - 87 FR 10504, 26 CFR 1 and 26 CFR 54, REG-105954-20 (RIN 1545-BP82). Financial Institutions/Investments/Securities: DOL - Wage and Hour Division - Final Rule - Employee or Independent Contractor Classification Under the Fair Labor Standards Act - 87 FR 62218 (RIN 1235-AA43). DOL - Proposed Rule on Automatic Portability Transactions Exemption - 29 CFR 255 (RIN 1210-AC21). DOL - EBSA - Final Rule - Retirement Security Rule: Definition of an Investment Fiduciary - 29 CFR 2510, RIN 1210-AC02. DOL - EBSA- FINAL Amendments to PTE 2020-02 - 29 CFR 2550, RIN 1210-ZA32. DOL - EBSA- FIN AL Amendments to PTEs 75-1, 77-4, 80-83, 83-1, and 86-128 - 29 CFR 2550, RIN 1210-ZA34. FINRA - Regulatory Notice - 25-04 - Rule Modernization Review Proposal. FINRA - Regulatory Notice - 25-05 - Outside Business Activities Proposed Rule. Legislation establishing a federal regulatory framework to oversee the cryptocurrency market in and use of cryptocurrency in retirement plans. Legislation to provide favorable tax treatment for guaranteed lifetime income. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform, ERISA, and securities laws. Legislation to direct the SEC to allow the use of amended appropriate registration forms to authorize consistent registrations for non-variable products. Legislation to ensure a balanced approach to the regulation of environmental, social, and governance investments. Legislation to increase protections and safeguards for personal financial information. Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers. Legislation to provide balanced approach to regulating the use of AI by the insured retirement industry. Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions. Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions. SEC - Implementation and Enforcement of Regulation BI and Form CRS. SEC - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division AA - Financial Services Matters, Title I-Registration for Index linked Annuities, Sec. 101. Parity for Registered Index-Linked Annuities Regarding Registration Rules. SEC - Proposed Rule - Conflicts of Interest Associated with the Use of Predictive Data Analytics by Broker-Dealers and Investment Advisers - 17 CFR 240 and 17 CFR 275 (RIN: 3235-AN00 and RIN: 3235-AN14). SEC - Proposed Rule - Safeguarding Advisory Client Assets - 17 CFR Parts 275 and 279 (RIN 3235-AM32). SEC - Proposed Rule Enhanced Disclosures by Certain Investment Advisers and Investment Companies about Environmental, Social, and Governance Investment Practices - 17 CFR Part 200, 230, 232, 239, 249, 274, and 279 (RIN: 3235-AM96). SEC - Request for Information and Comments on Broker-Dealer and Investment Adviser Digital Engagement Practices, Related Tools and Methods, and Regulatory Considerations and Potential Approaches; Information and Comments on Investment Adviser Use of Technology to Develop and Provide Investment Advice - (Release Nos. 34-92766; IA-5833; File No. S7-10-21) (RIN 3235-AN00). SEC/Treasury - Joint Proposed Rule by SEC & FinCEN - Customer Identification Programs for Registered Investment Advisers and Exempt Reporting Advisers - 17 CFR 275, 31 CFR 1032, RIN 1506-AB66, RIN 3235-AN34. SEC - Final Rule - Registration for Index-Linked Annuities and Registered Market Value Adjustment Annuities; Amendments to Form N-4 for Index-Linked Annuities, Registered Market Value Adjustment Annuities, and Variable Annuities; Other Technical Amendments - 17 CFR Parts 230, 232, 239, and 274, RIN 3235-AN30. The Data Privacy Act (H.R.1165 - 118th Congress). The Empowering States to Protect Seniors from Bad Actors Act (H.R.5914 - 117th Congress). The E-SIGN Modernization Act of 2022 (S.3715 - 117th Congress). The Financial Freedom Act of 2023(S.427/H.R.1177 - 118th Congress). The Financial Innovation and Technology for the 21st Century Act (H.R.4763 - 118th Congress). The Improving Corporate Governance Through Diversity Act of 2023 (S.2007/H.R.4177 - 118th Congress). The Lummis-Gillibrand Responsible Financial Innovation Act (S.2281 - 118th Congress). The No Discrimination in My Benefits Act (H.R.5338 - 118th Congress). The Providing Complete Information to Retirement Investors Act (H.R.5340 - 118th Congress). The RETIRE Act (H.R.5339 - 118th Congress). The Retirement Proxy Protection Act (H.R.5337 - 118th Congress). The SAFER Banking Act (S.2860 - 118th Congress). The Secure And Fair Enforcement (SAFE) Banking Act of 2023 (S.1323/H.R.2891 - 118th Congress). The Elder Justice Reauthorization and Modernization Act of 2023 (S.1198/H.R.2718-118th Congress). The Ensuring Sound Guidance Act (S.2282/H.R.4237 - 118th Congress). The Expanding Access to Capital Act (H.R.2799-118th Congress). The Further Consolidated Appropriations Act, 2024 (S.2309/H.R.2882 - 118th Congress). The Empowering Main Street in America Act (S.5139-118th Congress). The Financial Exploitation Prevention Act 2023/2025(S.1481-118th Congress/H.R.2478-119th Congress). The Improving Disclosure for Investors Act 2024/2025(S.3815-118th Congress/H.R.2441-119th Congress). The Retirement Fairness for Charities and Educational Institutions Act of 2025 (S.424/H.R.1013-119th Congress). The Senior Security Act of 2023/2025 (S.955-118th Congress/H.R.1469 - 119th Congress). Treasury - IRS - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury - Request for Information on Financial Inclusion - 88 FR 88702 - Treas-Do-2023-0014. Treasury - Request for Information on Uses, Opportunities, and Risks of Artificial Intelligence on Uses, Opportunities, and Risks of Artificial Intelligence in the Financial Services Sector - 89 FR 50048.

Government entities reported: HOUSE OF REPRESENTATIVES Internal Revenue Service (IRS) Labor, Dept of (DOL) Securities & Exchange Commission (SEC) SENATE Treasury, Dept of

Reported filing-period amount: $170,000

This is the amount reported for the filing/reporting period and should not be interpreted as money spent lobbying this bill alone.

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