Retire through Ownership Act

Reported lobbying issue

Retirement: ERISA Preemption Oversight of EBSA programs Alternative investments in qualified retirement plans Standard of review for fiduciary decisions Pooled Employer Plans Collective investment trusts (CITs) and insurance company separate accounts for use by 403(b) plans Age of required participation in retirement plans reduced from 21 to 18 Permitting automatic re-enrollment of unenrolled participants EBSA Investigations Transparency Act (HR 2869) Retire Through Ownership Act (HR 5169 / S 2403) Transparency for Secret Litigation Agreements (HR 2958) ERISA Litigation Reform Act (HR 6084) Pleading standards legislative proposal regarding standards applicable to ERISA, deference to fiduciary decisions Defined benefit pension plans and defined contribution plans; pension plan de-risking, retiree health accounts Pooled Employer Plans (PEPs) Market-based cash balance plans Pension Risk Transfers Roth Catch-up contributions Trump (child saving) Accounts Retirement plan limits for 2026 and segment rates Health Issues: ERISA preemption Health Savings Accounts and High-Deductible Health Plans; permanent safe harbor for HSA-eligible health plans to cover telehealth pre-deductible, HSA flexibility direct primary care and chronic disease, on-site clinics; budget reconciliation; Telehealth Expansion Act Tax treatment of employer-sponsored health benefit plans Health care cost transparency, prescription drugs, PBM pricing and transparency and hospital cost transparency End-stage renal disease and Medicare secondary payer standards Hospital consolidation and billing practices, site neutral payment reform; Healthy Competition for Better Care Act ERISA health plan electronic reporting and disclosure, Voluntary Employee Beneficiary Associations (VEBAs), allow repurposing excess assets in VEBAs 340B Prescription Drug Program Chronic Disease Flexible Coverage Act Pharmacy Benefit Manager Fee Disclosure Health letter to Treasury on OBBBA Surprise Medical Billing Paid leave; Interstate Paid Leave Action Network (I-PLAN) Act (H.R. 3090); More Paid Leave for More Americans Act

Reported lobbying issue

Retirement: Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding and multiemployer plan issues. Issues related to actuarial assumptions for defined benefit plans. Issues related to nonqualified deferred compensation. Proposals related to PEP service crediting. Proposals related to Section 401(h) surplus and VEBA surplus. Issues related to Internal Revenue Code Section 162(m). Issues related to tax incentives for retirement savings. Proposals related to environmental, social, and governance plan investments and proxy voting. Issues related to Qualified Professional Asset Managers. Issues related to cybersecurity in retirement plans. Proposals related to PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Issues related to Form 5500 filing and missing participants. Issues related to the use of brokerage windows in defined contribution plans. Proposals regarding pension risk transfers. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. State-administered retirement plan initiatives. Annuitization with respect to defined contribution plans. Proposals that would consolidate various retirement and IRA types. Proposals regarding a retirement lost and found. Proposals related to savings accounts for emergencies. Issues related to paid family and medical leave. Issues regarding age 18 eligibility. Issues related to Roth catch-up contribution effective date. Issues related to Department of Labor's use of common interest agreements. Proposals related to retirement plan litigation. Proposals regarding retirement plan investments in private assets. Proposals regarding an annuity safe harbor. Proposals regarding the use of pension surplus assets. Proposals regarding remittance tax. Advisory Opinion on lifetime income. Issues related to PTE 1977-4. Issues related to 502(g). Proposals relating to qualified charitable distributions. Issues relating to the Department of Labor's proposed rule "Fiduciary Duties in Selecting Designated Investment Alternatives." H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). H.R. 4830, Pension and Budget Integrity Act (117th Congress). H.R. 5877/S. 3746, Pension Risk Transfer Accountability Act (117th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). S. 4219/H.R. 7740, Employee and Retiree Access to Justice Act (117th Congress). H.R. 7780, Mental Health Matters Act (117th Congress). Technical corrections of H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). 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.7293, Automatic IRA Act of 2024 (118th Congress). S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act. H.R. 2696/S. 1526, Retirement Savings for Americans Act. H.R. 2023/S. 988, Women's Retirement Protection Act. H.R. 2544/S. 1222, Financial Freedom Act. H.R. 2869, EBSA Investigations Transparency Act. H.R. 2958, Balance the Scales Act. H.R. 1, to provide for reconciliation pursuant to title II of H. Con. Res. 14. S. 2210, Unlocking Benefits for Independent Workers Act. S. 2217, Independent Retirement Fairness Act. S. 2228, Modern Worker Empowerment Act. S. 2335, Pensions for All Act. S. 2003, Strengthening Benefit Plans Act. H.R. 6722, Automatic IRA Act. H.R. 6084, ERISA Litigation Reform Act. H.R. 5169/S. 2403, Retire through Ownership Act. S. 1728, Employee Ownership Representation Act. H.R. 9765/S. 5148, Improving Retirement Security for Family Caregivers Act. (118th Congress) H.R. 9764/S. 5149, Catching Up Family Caregivers Act. (118th Congress) H.R.7362, Form 5500 Filing Simplification Act. Discussion Draft, INSIGHT Act. Taxation/Internal Revenue Code: Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding and multiemployer plan issues. Issues related to actuarial assumptions for defined benefit plans. Issues related to nonqualified deferred compensation. Proposals related to PEP service crediting. Proposals related to Section 401(h) surplus and VEBA surplus. Issues related to Internal Revenue Code Section 162(m). Issues related to tax incentives for retirement savings. Proposals related to environmental, social, and governance plan investments and proxy voting. Issues related to Qualified Professional Asset Managers. Issues related to cybersecurity in retirement plans. Proposals related to PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Issues related to Form 5500 filing and missing participants. Issues related to the use of brokerage windows in defined contribution plans. Proposals regarding pension risk transfers. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. State-administered retirement plan initiatives. Annuitization with respect to defined contribution plans. Proposals that would consolidate various retirement and IRA types. Proposals regarding a retirement lost and found. Proposals related to savings accounts for emergencies. Issues related to paid family and medical leave. Issues regarding age 18 eligibility. Issues related to Roth catch-up contribution effective date. Issues related to Department of Labor's use of common interest agreements. Proposals related to retirement plan litigation. Proposals regarding retirement plan investments in private assets. Proposals regarding an annuity safe harbor. Proposals regarding the use of pension surplus assets. Proposals regarding remittance tax. Advisory Opinion on lifetime income. Issues related to PTE 1977-4. Issues related to 502(g). Proposals relating to qualified charitable distributions. Issues relating to the Department of Labor's proposed rule "Fiduciary Duties in Selecting Designated Investment Alternatives." H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). H.R. 4830, Pension and Budget Integrity Act (117th Congress). H.R. 5877/S. 3746, Pension Risk Transfer Accountability Act (117th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). S. 4219/H.R. 7740, Employee and Retiree Access to Justice Act (117th Congress). H.R. 7780, Mental Health Matters Act (117th Congress). Technical corrections of H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). 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.7293, Automatic IRA Act of 2024 (118th Congress). S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act. H.R. 2696/S. 1526, Retirement Savings for Americans Act. H.R. 2023/S. 988, Women's Retirement Protection Act. H.R. 2544/S. 1222, Financial Freedom Act. H.R. 2869, EBSA Investigations Transparency Act. H.R. 2958, Balance the Scales Act. H.R. 1, to provide for reconciliation pursuant to title II of H. Con. Res. 14. S. 2210, Unlocking Benefits for Independent Workers Act. S. 2217, Independent Retirement Fairness Act. S. 2228, Modern Worker Empowerment Act. S. 2335, Pensions for All Act. S. 2003, Strengthening Benefit Plans Act. H.R. 6722, Automatic IRA Act. H.R. 6084, ERISA Litigation Reform Act. H.R. 5169/S. 2403, Retire through Ownership Act. S. 1728, Employee Ownership Representation Act. H.R. 9765/S. 5148, Improving Retirement Security for Family Caregivers Act. (118th Congress) H.R. 9764/S. 5149, Catching Up Family Caregivers Act. (118th Congress) H.R.7362, Form 5500 Filing Simplification Act. Discussion Draft, INSIGHT Act. Financial Institutions/Investments/Securities: Proposals related to 403(b) plan investments. Securities treatment of PEPs and MEPs. Issues related to Rule 180. 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). Technical corrections of H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act

Reported lobbying issue

Retirement: Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding and multiemployer plan issues. Issues related to nonqualified deferred compensation. Proposals related to PEP service crediting. Proposals related to Section 401(h) surplus and VEBA surplus. Issues related to Internal Revenue Code Section 162(m). Issues related to tax incentives for retirement savings. Proposals related to environmental, social, and governance plan investments and proxy voting. Issues related to Qualified Professional Asset Managers. Issues related to cybersecurity in retirement plans. Proposals related to PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Issues related to Form 5500 filing and missing participants. Issues related to the use of brokerage windows in defined contribution plans. Proposals regarding pension risk transfers. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. State-administered retirement plan initiatives. Annuitization with respect to defined contribution plans. Proposals that would consolidate various retirement and IRA types. Proposals regarding a retirement lost and found. Proposals related to savings accounts for emergencies. Issues related to paid family and medical leave. Issues regarding age 18 eligibility. Issues related to Roth catch-up contribution effective date. Issues related to Department of Labor's use of common interest agreements. Proposals related to retirement plan litigation. Proposals regarding retirement plan investments in private assets. Proposals regarding an annuity safe harbor. Proposals regarding the use of pension surplus assets. Proposals regarding remittance tax. Advisory Opinion on lifetime income. Issues related to PTE 1977-4. Issues related to 502(g). Proposals relating to qualified charitable distributions. Issues relating to the Department of Labor's proposed rule "Fiduciary Duties in Selecting Designated Investment Alternatives." H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). H.R. 4830, Pension and Budget Integrity Act (117th Congress). H.R. 5877/S. 3746, Pension Risk Transfer Accountability Act (117th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). S. 4219/H.R. 7740, Employee and Retiree Access to Justice Act (117th Congress). H.R. 7780, Mental Health Matters Act (117th Congress). Technical corrections of H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). 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.7293, Automatic IRA Act of 2024 (118th Congress). S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act. H.R. 2696/S. 1526, Retirement Savings for Americans Act. H.R. 2023/S. 988, Women's Retirement Protection Act. H.R. 2544/S. 1222, Financial Freedom Act. H.R. 2869, EBSA Investigations Transparency Act. H.R. 2958, Balance the Scales Act. H.R. 1, to provide for reconciliation pursuant to title II of H. Con. Res. 14. S. 2210, Unlocking Benefits for Independent Workers Act. S. 2217, Independent Retirement Fairness Act. S. 2228, Modern Worker Empowerment Act. S. 2335, Pensions for All Act. S. 2003, Strengthening Benefit Plans Act. H.R. 6722, Automatic IRA Act. H.R. 6084, ERISA Litigation Reform Act. H.R. 5169/S. 2403, Retire through Ownership Act. S. 1728, Employee Ownership Representation Act. H.R. 9765/S. 5148, Improving Retirement Security for Family Caregivers Act. (118th Congress) H.R. 9764/S. 5149, Catching Up Family Caregivers Act. (118th Congress) H.R.7362, Form 5500 Filing Simplification Act. Taxation/Internal Revenue Code: Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding and multiemployer plan issues. Issues related to nonqualified deferred compensation. Proposals related to PEP service crediting. Proposals related to Section 401(h) surplus and VEBA surplus. Issues related to Internal Revenue Code Section 162(m). Issues related to tax incentives for retirement savings. Proposals related to environmental, social, and governance plan investments and proxy voting. Issues related to Qualified Professional Asset Managers. Issues related to cybersecurity in retirement plans. Proposals related to PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Issues related to Form 5500 filing and missing participants. Issues related to the use of brokerage windows in defined contribution plans. Proposals regarding pension risk transfers. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. State-administered retirement plan initiatives. Annuitization with respect to defined contribution plans. Proposals that would consolidate various retirement and IRA types. Proposals regarding a retirement lost and found. Proposals related to savings accounts for emergencies. Issues related to paid family and medical leave. Issues regarding age 18 eligibility. Issues related to Roth catch-up contribution effective date. Issues related to Department of Labor's use of common interest agreements. Proposals related to retirement plan litigation. Proposals regarding retirement plan investments in private assets. Proposals regarding an annuity safe harbor. Proposals regarding the use of pension surplus assets. Proposals regarding remittance tax. Advisory Opinion on lifetime income. Issues related to PTE 1977-4. Issues related to 502(g). Proposals relating to qualified charitable distributions. Issues relating to the Department of Labor's proposed rule "Fiduciary Duties in Selecting Designated Investment Alternatives." H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). H.R. 4830, Pension and Budget Integrity Act (117th Congress). H.R. 5877/S. 3746, Pension Risk Transfer Accountability Act (117th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). S. 4219/H.R. 7740, Employee and Retiree Access to Justice Act (117th Congress). H.R. 7780, Mental Health Matters Act (117th Congress). Technical corrections of H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). 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.7293, Automatic IRA Act of 2024 (118th Congress). S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act. H.R. 2696/S. 1526, Retirement Savings for Americans Act. H.R. 2023/S. 988, Women's Retirement Protection Act. H.R. 2544/S. 1222, Financial Freedom Act. H.R. 2869, EBSA Investigations Transparency Act. H.R. 2958, Balance the Scales Act. H.R. 1, to provide for reconciliation pursuant to title II of H. Con. Res. 14. S. 2210, Unlocking Benefits for Independent Workers Act. S. 2217, Independent Retirement Fairness Act. S. 2228, Modern Worker Empowerment Act. S. 2335, Pensions for All Act. S. 2003, Strengthening Benefit Plans Act. H.R. 6722, Automatic IRA Act. H.R. 6084, ERISA Litigation Reform Act. H.R. 5169/S. 2403, Retire through Ownership Act. S. 1728, Employee Ownership Representation Act. H.R. 9765/S. 5148, Improving Retirement Security for Family Caregivers Act. (118th Congress) H.R. 9764/S. 5149, Catching Up Family Caregivers Act. (118th Congress) H.R.7362, Form 5500 Filing Simplification Act. Financial Institutions/Investments/Securities: Proposals related to 403(b) plan investments. Issues related to Rule 180. 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). Technical corrections of H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act

Reported lobbying issue

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 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)

Reported lobbying issue

Retirement: Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding and multiemployer plan issues. Issues related to nonqualified deferred compensation. Proposals related to PEP service crediting. Proposals related to Section 401(h) surplus and VEBA surplus. Issues related to Internal Revenue Code Section 162(m). Issues related to tax incentives for retirement savings. Proposals related to environmental, social, and governance plan investments and proxy voting. Issues related to Qualified Professional Asset Managers. Issues related to cybersecurity in retirement plans. Proposals related to PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Issues related to Form 5500 filing and missing participants. Issues related to the use of brokerage windows in defined contribution plans. Proposals regarding pension risk transfers. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. State-administered retirement plan initiatives. Annuitization with respect to defined contribution plans. Proposals that would consolidate various retirement and IRA types. Proposals regarding a retirement lost and found. Proposals related to savings accounts for emergencies. Issues related to paid family and medical leave. Issues regarding age 18 eligibility. Issues related to Roth catch-up contribution effective date. Issues related to Department of Labor's use of common interest agreements. Proposals related to retirement plan litigation. Proposals regarding retirement plan investments in private assets. Proposals regarding an annuity safe harbor. Proposals regarding the use of pension surplus assets. Proposals regarding remittance tax. Advisory Opinion on lifetime income. Issues related to PTE 1977-4. H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). H.R. 4830, Pension and Budget Integrity Act (117th Congress). H.R. 5877/S. 3746, Pension Risk Transfer Accountability Act (117th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). S. 4219/H.R. 7740, Employee and Retiree Access to Justice Act (117th Congress). H.R. 7780, Mental Health Matters Act (117th Congress). Technical corrections of H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). 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.7293, Automatic IRA Act of 2024 (118th Congress). S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act. H.R. 2696/S. 1526, Retirement Savings for Americans Act. H.R. 2023/S. 988, Women's Retirement Protection Act. H.R. 2544/S. 1222, Financial Freedom Act. H.R. 2869, EBSA Investigations Transparency Act. H.R. 2958, Balance the Scales Act. H.R. 1, to provide for reconciliation pursuant to title II of H. Con. Res. 14. S. 2210, Unlocking Benefits for Independent Workers Act. S. 2217, Independent Retirement Fairness Act. S. 2228, Modern Worker Empowerment Act. S. 2335, Pensions for All Act. S. 2003, Strengthening Benefit Plans Act. H.R. 6722, Automatic IRA Act. H.R. 6084, ERISA Litigation Reform Act. H.R. 5169/S. 2403, Retire through Ownership Act. S. 1728, Employee Ownership Representation Act. Taxation/Internal Revenue Code: Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding and multiemployer plan issues. Issues related to nonqualified deferred compensation. Proposals related to PEP service crediting. Proposals related to Section 401(h) surplus and VEBA surplus. Issues related to Internal Revenue Code Section 162(m). Issues related to tax incentives for retirement savings. Proposals related to environmental, social, and governance plan investments and proxy voting. Issues related to Qualified Professional Asset Managers. Issues related to cybersecurity in retirement plans. Proposals related to PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Issues related to Form 5500 filing and missing participants. Issues related to the use of brokerage windows in defined contribution plans. Proposals regarding pension risk transfers. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. State-administered retirement plan initiatives. Annuitization with respect to defined contribution plans. Proposals that would consolidate various retirement and IRA types. Proposals regarding a retirement lost and found. Proposals related to savings accounts for emergencies. Issues related to paid family and medical leave. Issues regarding age 18 eligibility. Issues related to Roth catch-up contribution effective date. Issues related to Department of Labor's use of common interest agreements. Proposals related to retirement plan litigation. Proposals regarding retirement plan investments in private assets. Proposals regarding an annuity safe harbor. Proposals regarding the use of pension surplus assets. Proposals regarding remittance tax. Advisory Opinion on lifetime income. Issues related to PTE 1977-4. H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). H.R. 4830, Pension and Budget Integrity Act (117th Congress). H.R. 5877/S. 3746, Pension Risk Transfer Accountability Act (117th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). S. 4219/H.R. 7740, Employee and Retiree Access to Justice Act (117th Congress). H.R. 7780, Mental Health Matters Act (117th Congress). Technical corrections of H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). 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.7293, Automatic IRA Act of 2024 (118th Congress). S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act. H.R. 2696/S. 1526, Retirement Savings for Americans Act. H.R. 2023/S. 988, Women's Retirement Protection Act. H.R. 2544/S. 1222, Financial Freedom Act. H.R. 2869, EBSA Investigations Transparency Act. H.R. 2958, Balance the Scales Act. H.R. 1, to provide for reconciliation pursuant to title II of H. Con. Res. 14. S. 2210, Unlocking Benefits for Independent Workers Act. S. 2217, Independent Retirement Fairness Act. S. 2228, Modern Worker Empowerment Act. S. 2335, Pensions for All Act. S. 2003, Strengthening Benefit Plans Act. H.R. 6722, Automatic IRA Act. H.R. 6084, ERISA Litigation Reform Act. H.R. 5169/S. 2403, Retire through Ownership Act. S. 1728, Employee Ownership Representation Act. Financial Institutions/Investments/Securities: Proposals related to 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). Technical corrections of H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act

Reported lobbying issue

Health Issues: H.R. 1, One Big Beautiful Bill Act Public Health Nursing Act (draft bill) S. 1847, Association Health Plans Act S 1847 Association Health Plans Act H.R. 2528, the Association Health Plans Act H.R. 2571, the Self-Insurance Protection Act Mine Safety and Health Admin deregulatory actions Occupational Safety and Health Admin deregulatory actions Federal Heat Standard- met with majority staff The Experts Protect Effective Rules, Transparency, and Stability (EXPERTS) Act of 2025 minority staff briefing NIOSH congressional briefing Senate HELP Committee staff briefing on notice of proposed rulemaking at DOL Talking points on OSHA deregulation impacts on workers OSHA Voluntary Protection Program (VPP)- Hearing prep S.3901-Time Off to Vote Act Labor Issues/Antitrust/Workplace: H.R. 1723, the Tribal Labor Sovereignty Act of 2025 H.R. 2844, the Michael Enzi Voluntary Protection Program Act H.R. 3402, a bill to amend the Securities Exchange Act of 1934 to require certain disclosures by institutional investment managers in connection with proxy advisory firms H.R. 3838, the Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 H.R. 4312, SCORE Act H.R. 4589, a bill to amend the Securities Exchange Act of 1934 to provide for the registration of proxy advisory firms H.R. 4655, the Businesses Over Activists Act H.R.1319 - To amend the Fair Labor Standards Act of 1938 and the National Labor Relations Act to clarify the standard for determining whether an individual is an employee, and for other purposes. H.R.1320 - To ensure that the provision of portable benefits to an individual is not considered in determining whether such individual is an employee of a person. H.R.20 & S.852 - Protecting the Right to Organize Act H.R.2572 Worker Enfranchisement Act H.R.2736 & S.1352 Public Service Freedom to Negotiate Act H.R.3120 Modern Worker Security Act H.R.4154 Employee Rights Act H.R.4366, the Save Local Business Act H.R.5267 American Franchise Act H.R.5408 & S.844 Faster Labor Contracts Act HR 2550 Protect America's Workforce Act HR 4528 Labor Management Reporting and Disclosure Act reform (no bill number assigned) LETS Protect Workers Act (bill number not assigned yet) NLRB Board Nominations for James Murphy & Scott Mayer NLRB General Counsel Nomination for Crystal Carey S 2837 Protect America's Workforce Act S.2210 Unlocking Benefits for Independent Workers Act S.2228 Modern Worker Empowerment Act S.2731 Empowering Striking Workers Act Tax Cut for Striking Workers Act Union Participation for All Act (bill number not assigned yet) Government Issues: Safeguarding the Federal Mediation and Conciliation Service (no bill number assigned) HR 1 Budget Reconciliationn HR 3838/S. 2296 NDAA HR 2550/S. 2837 Protecting America's Workforce Act H.R. 5299, To modify and reauthorize the Better Utilization of Investments Leading to Development Act of 2018. Deregulations related to diversity, equity, and inclusion Budget/Appropriations: H.R.1 - One Big Beautiful Bill Act H.Con.Res.14 - Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriate budgetary levels for fiscal years 2026 through 2034. H.R.4 - Rescissions Act of 2025 FY26 NLRB Appropriations Education: H.R.3724 - End Woke Higher Education Act Retirement: S 1582 GENIUS Act HR 3633 CLARITY Act H.R. 2988, the Protecting Prudent Investment of Retirement Savings Act S. 2217-The Independent Retirement Fairness Act S. 2403- Retire Through Ownership Act S. 1727- Employee Ownership Fairness Act of 2025 S.1728-Employees Ownership Representation Act of 2025 Americas Act Trade (domestic/foreign): S. 1185: FIGHTING for America Act of 2025 S.1449 - Trade Adjustment Assistance Reauthorization Act of 2025 Shipbuilding 301 S.1541 - SHIPS for America Act of 2025 Tariff policy African Growth and Opportunity Act (AGOA) H.R.407 - Prevent Tariff Abuse Act H.R.1869 - Protecting American Industry and Labor from International Trade Crimes Act of 2025 USMCA Sunset Review H.R.1903 - Congressional Trade Authority Act of 2025 S.1272 - Trade Review Act of 2025 SRPTA Leveling the Playing Field Act 2.0 S.J.Res.37 - A joint resolution terminating the national emergency declared to impose duties on articles imported from Canada ILAB funding Unearth America's Future Act Reauthorizing the Defense Production Act Development Finance Corp Reauth Export-Import Bank of the United States NO GOUGE Act S.1259 - Manifest Modernization Act of 2025 Financial Institutions/Investments/Securities: Billionaire Income Tax Act Tax Excessive CEO Pay Act Science/Technology: Wage and Price surveillance bill AI Civil Rights Act Family issues/Abortion/Adoption: S.2295 Child Care for Working Families Act S.2939 Child Care for Every Community Act Immigration: S 2106 SECURE Act of 2025