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Insured Retirement Institute

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Insured Retirement Institute

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  • 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 - EBSA - Proposed Rule - Proposed Amendment to Prohibited Transaction Exemption 2020-02 - 29 CFR Part 2550 (ZRIN 1210-ZA32). DOL - EBSA - Proposed Rule - Proposed Amendment to Prohibited Transaction Exemption 84-24 - 29 CFR Part 2550 (ZRIN 1210-ZA33). DOL - EBSA - Proposed Rule - Proposed Amendment to Prohibited Transaction Exemptions 75-1, 77-4, 80-83, 83-1, and 86-128 - 29 CFR 2550 (ZRIN 1210-ZA34). 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 - EBSA - Proposed Rule - Retirement Security Rule: Definition of an Investment Advice Fiduciary - 29 CFR Part 2510 (RIN 1210-AC02). DOL - Proposed Rule on Automatic Portability Transactions Exemption - 29 CFR 255 (RIN 1210-AC21). Elder Justice Reauthorization and Modernization Act of 2021 (S.1198/H.R.2718 - 118th Congress). Legislation and rulemaking affecting annuities, variable life products and retirement savings including Biden Administration and Congressional proposals on tax reform, ERISA, and securities laws. 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. 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 - Cybersecurity Risk Management for Investment Advisers, Registered Investment Companies, and Business Development Companies; Reopening of Comment Period - 17 CFR Parts 230, 232, 239, 270, 274, 275, and 279 [Release Nos. 33-11167; 34-97144; IA-6263; IC-34855; File No. S7-04-22] (RIN 3235-AN08). SEC - Final Rule - Tailored Shareholder Reports for Mutual Funds and Exchange-Traded Funds; Fee Information in Investment Company Advertisements - 17 CFR Parts 200, 230, 232, 239, 249, 270, and 274 (RIN 3235-AM52). 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 - Proposed Rule Enhancement and Standardization of Climate-Related Disclosures for Investors - 17 CFR 210, 229, 232, 239, and 249 (RIN 3235-AM87). SEC - Stay Order - Final Rule on Enhancement and Standardization of Climate-Related Disclosures during pending litigation. 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).
  • Amends IRS Code to establish Auto Reenrollment Tax Credit (S.2512 - 118th Congress). DOL - EBSA - Employee Benefits Security - Proposed Amendment to Prohibited Transaction Class Exemption 84-14 (the QPAM Exemption) - 29 CFR Part 2550 (Z-RIN 1210 ZA07). 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 - EBSA - Proposed Rule - Proposed Amendment to Prohibited Transaction Exemption 2020-02 - 29 CFR Part 2550 (ZRIN 1210-ZA32). DOL - EBSA - Proposed Rule - Proposed Amendment to Prohibited Transaction Exemption 84-24 - 29 CFR Part 2550 (ZRIN 1210-ZA33). DOL - EBSA - Proposed Rule - Proposed Amendment to Prohibited Transaction Exemptions 75-1, 77-4, 80-83, 83-1, and 86-128 - 29 CFR 2550 (ZRIN 1210-ZA34). DOL - EBSA - Proposed Rule - Retirement Security Rule: Definition of an Investment Advice Fiduciary - 29 CFR Part 2510 (RIN 1210-AC02). 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 PensionLinked Emergency Savings Accounts. 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 and rulemaking affecting annuities, variable life products and retirement savings including Biden Administration and Congressional proposals on tax reform, ERISA, and securities laws. 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. 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 - Cybersecurity Risk Management for Investment Advisers, Registered Investment Companies, and Business Development Companies; Reopening of Comment Period - 17 CFR Parts 230, 232, 239, 270, 274, 275, and 279 [Release Nos. 33-11167; 34-97144; IA-6263; IC-34855; File No. S7-04-22] (RIN 3235-AN08). SEC - Final Rule - Tailored Shareholder Reports for Mutual Funds and Exchange-Traded Funds; Fee Information in Investment Company Advertisements - 17 CFR Parts 200, 230, 232, 239, 249, 270, and 274 (RIN 3235-AM52). SEC - Final Rule Investment Company Names - 17 CFR Parts 232, 270 and 274 (RIN: 3235-AM72). 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 - Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting, 17 CFR Parts 270 and 274 (RIN 3235-AM98). 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 - Proposed Rule Enhancement and Standardization of Climate-Related Disclosures for Investors - 17 CFR 210, 229, 232, 239, and 249 (RIN 3235-AM87). SEC - Regulation S-P: Privacy of Consumer Financial Information and Safeguarding Customer Information - 17 CFR Parts 240, 248, 270, and 275 [Release Nos. 34-97141; IA-6262; IC-34854; File No. S7-05-23] (RIN 3235-AN26). 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 - Proposed Rule - Registration for Index-Linked Annuities; Amendments to Form N-4 for Index-Linked and Variable Annuities - 17 CFR 230, 17 CFR 232, 17 CFR 239, and 17 CFR 274 (RIN: 3235-AN30). SEC - Stay Order - Final Rule on Enhancement and Standardization of Climate-Related Disclosures during pending litigation. 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 Fitness Act (H.R.5779 - 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 Fairness for Charities and Educational Institutions Act of 2023 (H.R.3063 - 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 Senior Security Act of 2023 (S.955/H.R.2593 - 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 Helping Young Americans Save for Retirement Act (S.3305 - 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 Improving Disclosure for Investors Act (S.3815/H.R.1807-118th Congress). Treasury - IRS - Request for SECURE 2.0 Guidance. Treasury - IRS - Notice 2023-54 - Transition Relief and Guidance Relating to Certain Required Minimum Distributions. 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 - IRS - Notice 2022-33 to Extend SECURE Act and CARES Act Amendments Deadlines. Treasury - IRS - Notice 2023-62 - Guidance on Section 603 of the SECURE 2.0 Act with Respect to Catch-Up Contributions. Treasury - IRS - Proposed Rule Required Minimum Distributions - 87 FR 10504, 26 CFR 1 and 26 CFR 54, REG-105954-20 (RIN: 1545-BP82). Treasury - IRS - Proposed Rulemaking: Multiple Employer Plans - 26 CFR Part 1 [REG-121508-18] (RIN 1545-BO97). Treasury - IRS - Proposed Rulemaking: Updated Life Expectancy and Distribution Period Tables Used for Purposes of Determining Minimum Required Distributions - 26 CFR Part 1 [REG-132210-18] (RIN 1545-BP11). Treasury - IRS - Relief for Reporting Required Minimum Distributions for IRAs for 2023 (Notice 2023-23). Treasury - IRS - Request for Effective Date SECURE 2.0 Act Implementation Relief. Treasury - IRS - Guidance on Anti-Abuse Rules Under Sec. 127 of SECURE 2.0 and Other Issues for Pension-Linked Emergency Savings Accounts. Treasury - Request for Information on Financial Inclusion - 88 FR 88702 - Treas-Do-2023-0014.
  • Amends IRS Code to establish Auto Reenrollment Tax Credit (S.2512 - 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 PensionLinked Emergency Savings Accounts. Legislation and rulemaking affecting 403(b) retirement plans and federal and state regulations governing their administration and operation. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Biden Administration and Congressional proposals on tax reform, ERISA, and securities laws. 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. 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). 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 Helping Young Americans Save for Retirement Act (S.3305 - 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). Treasury - IRS - Request for SECURE 2.0 Guidance. Treasury - IRS - Notice 2023-54 - Transition Relief and Guidance Relating to Certain Required Minimum Distributions. 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 - IRS - Notice 2022-33 to Extend SECURE Act and CARES Act Amendments Deadlines. Treasury - IRS - Notice 2023-62 - Guidance on Section 603 of the SECURE 2.0 Act with Respect to Catch-Up Contributions. Treasury - IRS - Proposed Rule Required Minimum Distributions - 87 FR 10504, 26 CFR 1 and 26 CFR 54, REG-105954-20 (RIN: 1545-BP82). Treasury - IRS - Proposed Rulemaking: Multiple Employer Plans (26 CFR Part 1 [REG-121508-18] (RIN 1545-BO97). Treasury - IRS - Proposed Rulemaking: Updated Life Expectancy and Distribution Period Tables Used for Purposes of Determining Minimum Required Distributions - 26 CFR Part 1 [REG-132210-18] (RIN 1545-BP11). Treasury - IRS - Relief for Reporting Required Minimum Distributions for IRAs for 2023 (Notice 2023-23). Treasury - IRS - Request for Effective Date SECURE 2.0 Act Implementation Relief. Treasury - IRS - Guidance on Anti-Abuse Rules Under Sec. 127 of SECURE 2.0 and Other Issues for Pension-Linked Emergency Savings Accounts. Treasury - IRS - Proposed Rule for Long-Term, Part-Time Employees - 26 CFR 1 (RIN 1545-BQ70). Treasury-FinCEN - Proposed Rule on AML/CFT Program and Suspicious Activity Report Filing Requirements for RIAs and Exempt Reporting Advisers.
  • DOL - EBSA - Proposed Rule - Proposed Amendment to Prohibited Transaction Exemption 2020-02 - 29 CFR Part 2550 (ZRIN 1210-ZA32). DOL - EBSA - Proposed Rule - Proposed Amendment to Prohibited Transaction Exemption 84-24 - 29 CFR Part 2550 (ZRIN 1210-ZA33). DOL - EBSA - Proposed Rule - Proposed Amendment to Prohibited Transaction Exemptions 75-1, 77-4, 80-83, 83-1, and 86-128 - 29 CFR 2550 (ZRIN 1210-ZA34). DOL - EBSA - Proposed Rule - Retirement Security Rule: Definition of an Investment Advice Fiduciary - 29 CFR Part 2510 (RIN 1210-AC02). 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). Legislation and rulemaking affecting annuities, variable life products and retirement savings including Biden Administration and Congressional proposals on tax reform, ERISA, and securities laws. 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. 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 - Cybersecurity Risk Management for Investment Advisers, Registered Investment Companies, and Business Development Companies; Reopening of Comment Period - 17 CFR Parts 230, 232, 239, 270, 274, 275, and 279 [Release Nos. 33-11167; 34-97144; IA-6263; IC-34855; File No. S7-04-22] (RIN 3235-AN08). SEC - Final Rule - Tailored Shareholder Reports for Mutual Funds and Exchange-Traded Funds; Fee Information in Investment Company Advertisements - 17 CFR Parts 200, 230, 232, 239, 249, 270, and 274 (RIN 3235-AM52). SEC - Final Rule Investment Company Names (17 CFR Parts 232, 270 and 274 (RIN: 3235-AM72). 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 - Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting - 17 CFR Parts 270 and 274 (RIN 3235-AM98). 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 - Proposed Rule Enhancement and Standardization of Climate-Related Disclosures for Investors - 17 CFR 210, 229, 232, 239, and 249 (RIN 3235-AM87). SEC - Regulation S-P: Privacy of Consumer Financial Information and Safeguarding Customer Information - 17 CFR Parts 240, 248, 270, and 275 [Release Nos. 34-97141; IA-6262; IC-34854; File No. S7-05-23] (RIN 3235-AN26). 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 - Proposed Rule - Registration for Index-Linked Annuities; Amendments to Form N-4 for Index-Linked and Variable Annuities - 17 CFR 230, 17 CFR 232, 17 CFR 239, and 17 CFR 274 (RIN: 3235-AN30). SEC - Stay Order - Final Rule on Enhancement and Standardization of Climate-Related Disclosures during pending litigation. 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 Fairness for Charities and Educational Institutions Act of 2023 (H.R.3063 - 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 Senior Security Act of 2023 (S.955/H.R.2593 - 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 Improving Disclosure for Investors Act (S.3815/H.R.1807-118th 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.

Duration: to

General Issues: Insurance, Retirement, Taxation/Internal Revenue Code, Financial Institutions/Investments/Securities

Spending: about $6,347,915 (But it's complicated. Here's why.)

Agencies lobbied since 2008: U.S. Senate, House of Representatives, Securities & Exchange Commission (SEC), Treasury - Dept of, Internal Revenue Service (IRS), Labor - Dept of (DOL), Government Accountability Office (GAO), Federal Reserve System

Bills mentioned

H.R.2055: Lifetime Income Disclosure Act

Sponsor: Luke Messer (R-Ind.)

S.868: Lifetime Income Disclosure Act

Sponsor: Johnny Isakson (R-Ga.)

H.R.557: FCC "ABCs" Act of 2017

Sponsor: Robert E. Latta (R-Ohio)

S.266: Anwar Sadat Centennial Celebration Act

Sponsor: Orrin G. Hatch (R-Utah)

H.R.2141: Conrad State 30 and Physician Access Reauthorization Act

Sponsor: Brad Schneider (D-Ill.)

H.R.1090: Technologies for Energy Security Act of 2017

Sponsor: Tom Reed (R-N.Y.)

H.R.3922: CHAMPIONING HEALTHY KIDS Act

Sponsor: Greg Walden (R-Ore.)

H.R.4294: Prevention of Private Information Dissemination Act of 2017

Sponsor: David Kustoff (R-Tenn.)

H.R.4067: To authorize the extension of nondiscriminatory treatment (normal trade...

Sponsor: Jackie Walorski (R-Ind.)

H.R.10: Financial CHOICE Act of 2017

Sponsor: Jeb Hensarling (R-Texas)

H.R.2823: Affordable Retirement Advice for Savers Act

Sponsor: Phil Roe (R-Tenn.)

S.1321: Affordable Retirement Advice Protection Act

Sponsor: Johnny Isakson (R-Ga.)

H.R.3857: Protecting Advice for Small Savers Act of 2017

Sponsor: Ann Wagner (R-Mo.)

H.R.3354: Interior and Environment, Agriculture and Rural Development, Commerce,...

Sponsor: Ken Calvert (R-Calif.)

H.R.3358: Departments of Labor, Health and Human Services, and Education, and...

Sponsor: Tom Cole (R-Okla.)

H.R.506: Preventing Crimes Against Veterans Act of 2017

Sponsor: Tom Rooney (R-Fla.)

S.2110: Department of Veterans Affairs Fairness in Hiring Act of 2017

Sponsor: Claire McCaskill (D-Mo.)

H.R.3758: Senior Safe Act of 2017

Sponsor: Kyrsten Sinema (ID-Ariz.)

S.223: Senior$afe Act of 2017

Sponsor: Susan Collins (R-Maine)

H.R.2656: Public Engagement at FERC Act

Sponsor: Jan Schakowsky (D-Ill.)

S.1035: PROSPERS Act

Sponsor: Martin Heinrich (D-N.M.)

H.R.2523: PROSPERS Act

Sponsor: Suzanne Bonamici (D-Ore.)

H.R.2030: Savings Enhancement by Alleviating Leakage in 401(k) Savings Act

Sponsor: Sam Johnson (R-Texas)

H.R.4293: Stress Test Improvement Act of 2017

Sponsor: Lee Zeldin (R-N.Y.)

H.J.RES.66: Disapproving the rule submitted by the Department of Labor relating to...

Sponsor: Tim Walberg (R-Mich.)

H.J.RES.67: Disapproving the rule submitted by the Department of Labor relating to...

Sponsor: Francis Rooney (R-Fla.)

H.R.2029: SIGN Act

Sponsor: Sam Johnson (R-Texas)

H.R.2317: Lifetime Income Disclosure Act

Sponsor: Luke Messer (R-Ind.)

S.1317: Lifetime Income Disclosure Act

Sponsor: Johnny Isakson (R-Ga.)

H.R.557: Retirement Security Act of 2015

Sponsor: Vern Buchanan (R-Fla.)

S.266: Retirement Security Act of 2015

Sponsor: Susan Collins (R-Maine)

H.R.2141: International Insurance Standards Transparency and Policyholder...

Sponsor: Sean Duffy (R-Wis.)

H.R.1090: Retail Investor Protection Act

Sponsor: Ann Wagner (R-Mo.)

S.2497: Retail Investor Protection Act of 2016

Sponsor: Roy Blunt (R-Mo.)

H.R.3922: Retirement Choice Protection Act of 2015

Sponsor: Mike Kelly (R-Pa.)

H.R.4293: Affordable Retirement Advice Protection Act

Sponsor: Phil Roe (R-Tenn.)

S.2502: Affordable Retirement Advice Protection Act

Sponsor: Johnny Isakson (R-Ga.)

H.R.4294: SAVERS Act of 2015

Sponsor: Peter Roskam (R-Ill.)

S.2505: SAVERS Act of 2016

Sponsor: Mark Steven Kirk (R-Ill.)

H.R.4067: SAVE Act of 2015

Sponsor: Ron Kind (D-Wis.)

H.R.5983: Financial CHOICE Act of 2016

Sponsor: Jeb Hensarling (R-Texas)

H.R.2137: Federal Law Enforcement Self-Defense and Protection Act of 2015

Sponsor: Doug Collins (R-Ga.)

H.R.506: Automatic IRA Act of 2015

Sponsor: Richard E. Neal (D-Mass.)

H.R.2029: Consolidated Appropriations Act, 2016

Sponsor: Charlie Dent (R-Pa.)

S.2110: Women's Pension Protection Act of 2015

Sponsor: Patty Murray (D-Wash.)

H.R.4538: Senior Safe Act of 2016

Sponsor: Kyrsten Sinema (ID-Ariz.)

S.2216: Senior$afe Act of 2015

Sponsor: Susan Collins (R-Maine)

H.R.2656: Receiving Electronic Statements To Improve Retiree Earnings Act

Sponsor: Jared Polis (D-Colo.)

S.3078: Retirement Savings Lost and Found Act of 2016

Sponsor: Elizabeth Warren (D-Mass.)

S.3471: Retirement Enhancement and Savings Act of 2016

Sponsor: Orrin G. Hatch (R-Utah)

H.R.26: Terrorism Risk Insurance Program Reauthorization Act of 2015

Sponsor: Randy Neugebauer (R-Texas)

S.2244: Terrorism Risk Insurance Program Reauthorization Act of 2014

Sponsor: Charles E. Schumer (D-N.Y.)

H.R.2171: Lifetime Income Disclosure Act

Sponsor: Rush Holt (D-N.J.)

H.R.2117: Retirement Plan Simplification and Enhancement Act of 2013

Sponsor: Richard E. Neal (D-Mass.)

S.534: National Association of Registered Agents and Brokers Reform Act of 2013

Sponsor: Jon Tester (D-Mont.)

H.R.1155: National Association of Registered Agents and Brokers Reform Act of 2013

Sponsor: Randy Neugebauer (R-Texas)

S.1270: SAFE Retirement Act of 2013

Sponsor: Orrin G. Hatch (R-Utah)

S.1302: Cooperative and Small Employer Charity Pension Flexibility Act

Sponsor: Tom Harkin (D-Iowa)

S.2270: Insurance Capital Standards Clarification Act of 2014

Sponsor: Susan Collins (R-Maine)

S.1145: Lifetime Income Disclosure Act

Sponsor: Johnny Isakson (R-Ga.)

H.R.2035: Automatic IRA Act of 2013

Sponsor: Richard E. Neal (D-Mass.)

H.R.5021: Highway and Transportation Funding Act of 2014

Sponsor: Dave Camp (R-Mich.)

H.R.4173: Prevent Iran from Acquiring Nuclear Weapons and Stop War Through...

Sponsor: Barbara Lee (D-Calif.)

S.2832: A bill to suspend temporarily the duty on Pigment Yellow 181.

Sponsor: John Kerry (D-Mass.)

H.R.677: Lifetime Income Disclosure Act

Sponsor: Rush Holt (D-N.J.)

H.R.4050: Retirement Plan Simplification and Enhancement Act of 2012

Sponsor: Richard E. Neal (D-Mass.)

H.R.1112: National Association of Registered Agents and Brokers Reform Act of 2011

Sponsor: Randy Neugebauer (R-Texas)

S.2342: National Association of Registered Agents and Brokers Reform Act of 2012

Sponsor: Jon Tester (D-Mont.)

S.1557: Automatic IRA Act of 2011

Sponsor: Jeff Bingaman (D-N.M.)

H.R.4049: Automatic IRA Act of 2012

Sponsor: Richard E. Neal (D-Mass.)

H.R.1573: To facilitate implementation of title VII of the Dodd-Frank Wall Street...

Sponsor: Frank D. Lucas (R-Okla.)

S.1297: Retirement Security for Life Act of 2009

Sponsor: Kent Conrad (D-N.D.)

H.R.2748: Retirement Security Needs Lifetime Pay Act of 2009

Sponsor: Earl Pomeroy (D-N.D.)

S.1661: Senior Investment Protection Act of 2009

Sponsor: Herb Kohl (D-Wis.)

H.R.3551: Senior Investment Protection Act of 2009

Sponsor: Paul W. Hodes (D-N.H.)

H.R.4872: Health Care and Education Reconciliation Act of 2010

Sponsor: John M. Spratt Jr. (D-S.C.)

S.2832: Lifetime Income Disclosure Act

Sponsor: Jeff Bingaman (D-N.M.)

H.R.2554: National Association of Registered Agents and Brokers Reform Act of 2010

Sponsor: David Scott (D-Ga.)

S.3217: Restoring American Financial Stability Act of 2010

Sponsor: Christopher J. Dodd (D-Conn.)

H.R.4742: SAVE Act of 2009

Sponsor: Ron Kind (D-Wis.)

S.1813: MAP-21

Sponsor: Barbara Boxer (D-Calif.)

S.3760: Automatic IRA Act of 2010

Sponsor: Jeff Bingaman (D-N.M.)

H.R.6099: Automatic IRA Act of 2010

Sponsor: Richard E. Neal (D-Mass.)

H.R.2733: Fixed Indexed Annuities and Insurance Products Classification Act of 2009

Sponsor: Gregory W. Meeks (D-N.Y.)

S.1389: Fixed Indexed Annuities and Insurance Products Classification Act of 2009

Sponsor: Ben Nelson (D-Neb.)

H.R.4173: Dodd-Frank Wall Street Reform and Consumer Protection Act

Sponsor: Barney Frank (D-Mass.)

H.R.5297: Small Business Jobs Act of 2010

Sponsor: Barney Frank (D-Mass.)

H.R.3126: Consumer Financial Protection Agency Act of 2009

Sponsor: Barney Frank (D-Mass.)

H.R.2609: Insurance Information Act of 2009

Sponsor: Paul E. Kanjorski (D-Pa.)

S.906: Senior Investment Protection Act of 2009

Sponsor: Herb Kohl (D-Wis.)

H.R.1: An Act to provide for reconciliation pursuant to titles II and V of the...

Sponsor: Kevin Brady (R-Texas)

H.R.3746: Business of Insurance Regulatory Reform Act of 2017

Sponsor: Sean Duffy (R-Wis.)

H.R.3110: Financial Stability Oversight Council Insurance Member Continuity Act

Sponsor: Randy Hultgren (R-Ill.)

S.1463: Financial Stability Oversight Council Insurance Member Continuity Act

Sponsor: Michael D. Crapo (R-Idaho)

S.2155: Economic Growth, Regulatory Relief, and Consumer Protection Act

Sponsor: Michael D. Crapo (R-Idaho)

H.R.3136: Graduate Student Savings Act of 2017

Sponsor: Joseph P. Kennedy III (D-Mass.)

S.1379: Graduate Student Savings Act of 2017

Sponsor: Elizabeth Warren (D-Mass.)

S.2505: Worker Dividend Act of 2018

Sponsor: Cory Booker (D-N.J.)

H.R.1625: Consolidated Appropriations Act, 2018

Sponsor: Edward Royce (R-Calif.)

H.R.4610: Receiving Electronic Statements To Improve Retiree Earnings Act

Sponsor: Jared Polis (D-Colo.)

H.R.4523: Automatic Retirement Plan Act of 2017

Sponsor: Richard E. Neal (D-Mass.)

H.R.4524: Retirement Plan Simplification and Enhancement Act of 2017

Sponsor: Richard E. Neal (D-Mass.)

H.R.4604: Increasing Access to a Secure Retirement Act of 2017

Sponsor: Tim Walberg (R-Mich.)

H.R.4637: SAVE Act of 2017

Sponsor: Ron Kind (D-Wis.)

H.R.5282: Retirement Enhancement and Savings Act of 2018

Sponsor: Mike Kelly (R-Pa.)

S.2526: Retirement Enhancement and Savings Act of 2018

Sponsor: Orrin G. Hatch (R-Utah)

H.R.2255: HOME Act

Sponsor: Dave Trott (R-Mich.)

H.R.854: Retirement Security for American Workers Act

Sponsor: Vern Buchanan (R-Fla.)

S.1383: Retirement Security Act of 2017

Sponsor: Susan Collins (R-Maine)

H.R.3902: Small Employer Retirement Savings Auto-Enrollment Credit Act

Sponsor: Mike Bishop (R-Mich.)

H.R.3910: To amend the Internal Revenue Code of 1986 to make lifetime income and...

Sponsor: Richard E. Neal (D-Mass.)

H.R.5666: Primary Regulators of Insurance Vote Act of 2018

Sponsor: Dennis Ross (R-Fla.)

S.3078: Stopping Bad Robocalls Act

Sponsor: Edward J. Markey (D-Mass.)

H.R.5731: Securing Our Schools Act

Sponsor: Michael McCaul (R-Texas)

S.3158: Departments of Labor, Health and Human Services, and Education, and...

Sponsor: Roy Blunt (R-Mo.)

S.2753: Commission on Retirement Security Act of 2018

Sponsor: Todd Young (R-Ind.)

H.R.6990: PRIA Act of 2018

Sponsor: Jim Himes (D-Conn.)

S.3219: A bill to amend the Internal Revenue Code of 1986 and the Employee...

Sponsor: Tom Cotton (R-Ark.)

H.R.6757: Family Savings Act of 2018

Sponsor: Mike Kelly (R-Pa.)

S.3218: Strengthening Financial Security Through Short-Term Savings Accounts Act...

Sponsor: Heidi Heitkamp (D-N.D.)

H.R.6744: Elder Protection and Abuse Prevention Act

Sponsor: Matt Cartwright (D-Pa.)

S.3221: Retirement Security Flexibility Act of 2018

Sponsor: Todd Young (R-Ind.)

H.R.6323: Senior Security Act of 2018

Sponsor: Josh Gottheimer (D-N.J.)

S.488: JOBS and Investor Confidence Act of 2018

Sponsor: Patrick J. Toomey (R-Pa.)

S.3471: Building Blocks of STEM Act

Sponsor: Brian Schatz (D-Hawaii)

S.3220: Refund to Rainy Day Savings Act

Sponsor: Cory Booker (D-N.J.)

H.R.6157: Department of Defense and Labor, Health and Human Services, and...

Sponsor: Kay Granger (R-Texas)

S.3781: Retirement Security and Savings Act of 2018

Sponsor: Rob Portman (R-Ohio)

H.R.88: Shiloh National Military Park Boundary Adjustment and Parker's...

Sponsor: Marsha Blackburn (R-Tenn.)

S.2639: CONSENT Act

Sponsor: Edward J. Markey (D-Mass.)

H.R.6743: Consumer Information Notification Requirement Act

Sponsor: Blaine Luetkemeyer (R-Mo.)

H.R.1994: Setting Every Community Up for Retirement Enhancement Act of 2019

Sponsor: Richard E. Neal (D-Mass.)

S.975: Women's Retirement Protection Act

Sponsor: Patty Murray (D-Wash.)

H.R.2005: Women’s Retirement Protection Act of 2019

Sponsor: Lauren Underwood (D-Ill.)

S.972: Retirement Enhancement and Savings Act of 2019

Sponsor: Charles E. Grassley (R-Iowa)

H.R.1007: Retirement Enhancement and Savings Act of 2019

Sponsor: Ron Kind (D-Wis.)

S.1020: Retirement Security Flexibility Act of 2019

Sponsor: Todd Young (R-Ind.)

S.1011: A bill to amend the Internal Revenue Code of 1986 and the Employee...

Sponsor: Tom Cotton (R-Ark.)

S.354: A bill to avoid duplicative annual reporting under the Internal Revenue...

Sponsor: Mark Warner (D-Va.)

H.R.982: To avoid duplicative annual reporting under the Internal Revenue Code of...

Sponsor: Linda T. Sánchez (D-Calif.)

H.R.1439: Increasing Access to a Secure Retirement Act of 2019

Sponsor: Tim Walberg (R-Mich.)

S.868: Women and Climate Change Act of 2019

Sponsor: Mazie K. Hirono (D-Hawaii)

H.R.2055: An Act Targeting Resources to Communities in Need

Sponsor: James E. Clyburn (D-S.C.)

S.1018: Refund to Rainy Day Savings Act

Sponsor: Cory Booker (D-N.J.)

S.1019: Strengthening Financial Security Through Short-Term Savings Accounts Act...

Sponsor: Doug Jones (D-Ala.)

H.R.2120: Saving for the Future Act

Sponsor: Scott Peters (D-Calif.)

S.269: Social Security 2100 Act

Sponsor: Richard Blumenthal (D-Conn.)

H.R.860: Social Security 2100 Act

Sponsor: John B. Larson (D-Conn.)

S.322: SIMPLE Plan Modernization Act

Sponsor: Susan Collins (R-Maine)

S.321: Retirement Security Act of 2019

Sponsor: Susan Collins (R-Maine)

S.345: SWIFT Act

Sponsor: Bob Casey (D-Pa.)

H.R.1815: SEC Disclosure Effectiveness Testing Act

Sponsor: Sean Casten (D-Ill.)

H.R.1907: Retirement Security for American Workers Act

Sponsor: Vern Buchanan (R-Fla.)

H.R.1876: Senior Security Act of 2019

Sponsor: Josh Gottheimer (D-N.J.)

S.647: Wall Street Tax Act of 2019

Sponsor: Brian Schatz (D-Hawaii)

H.R.1516: Wall Street Tax Act of 2019

Sponsor: Peter A. DeFazio (D-Ore.)

S.1298: Primary Regulators of Insurance Vote Act of 2019

Sponsor: Tim Scott (R-S.C.)

H.R.2479: Primary Regulators of Insurance Vote Act of 2019

Sponsor: Denny Heck (D-Wash.)

S.1574: Lifetime Income Disclosure Act

Sponsor: Johnny Isakson (R-Ga.)

H.R.2367: Lifetime Income Disclosure Act

Sponsor: Mark Pocan (D-Wis.)

H.R.3078: Expanding Access to Retirement Savings for Caregivers Act

Sponsor: Harley Rouda (D-Calif.)

S.1428: Retirement Parity for Student Loans Act

Sponsor: Ron Wyden (D-Ore.)

S.1257: Legacy IRA Act

Sponsor: Kevin Cramer (R-N.D.)

S.1587: Inclusive Prosperity Act of 2019

Sponsor: Bernard Sanders (ID-Vt.)

H.R.2923: Inclusive Prosperity Act of 2019

Sponsor: Barbara Lee (D-Calif.)

H.R.2613: Advancing Innovation to Assist Law Enforcement Act

Sponsor: Anthony Gonzalez (R-Ohio)

H.R.3351: Financial Services and General Government Appropriations Act, 2020

Sponsor: Mike Quigley (D-Ill.)

H.R.3182: CECL Consumer Impact and Study Bill of 2019

Sponsor: Vicente Gonzalez (D-Texas)

S.1564: Continued Encouragement for Consumer Lending Act

Sponsor: Thom Tillis (R-N.C.)

H.R.3279: Diversity in Corporate Leadership Act of 2019

Sponsor: Carolyn B. Maloney (D-N.Y.)

H.R.4592: International Insurance Standards Act of 2019

Sponsor: Denny Heck (D-Wash.)

H.R.4610: New River Gorge National Park and Preserve Designation Act

Sponsor: Carol Miller (R-W.Va.)

H.R.4523: Nonprofit Property Protection Act

Sponsor: Al Green (D-Texas)

H.R.4524: Rural Veterans Travel Enhancement Act of 2019

Sponsor: Rick Larsen (D-Wash.)

S.2352: Retirement Security Preservation Act of 2019

Sponsor: Benjamin L. Cardin (D-Md.)

S.1885: Corporate Management Accountability Act of 2019

Sponsor: Jack Reed (D-R.I.)

H.R.4320: Corporate Management Accountability Act of 2019

Sponsor: Katie Porter (D-Calif.)

H.R.4458: Cybersecurity and Financial System Resilience Act of 2019

Sponsor: Patrick T. McHenry (R-N.C.)

S.65: Ensuring Diverse Leadership Act of 2019

Sponsor: Kamala Harris (D-Calif.)

H.R.281: Ensuring Diverse Leadership Act of 2019

Sponsor: Joyce Beatty (D-Ohio)

H.R.4329: ESG Disclosure Simplification Act of 2019

Sponsor: Juan Vargas (D-Calif.)

H.R.4476: Financial Transparency Act of 2019

Sponsor: Carolyn B. Maloney (D-N.Y.)

H.R.1423: Forced Arbitration Injustice Repeal Act

Sponsor: Hank Johnson (D-Ga.)

H.R.4242: Greater Accountability in Pay Act

Sponsor: Nydia M. Velázquez (D-N.Y.)

H.R.4344: Investor Protection and Capital Markets Fairness Act

Sponsor: Ben McAdams (D-Utah)

S.2516: Stop Debt Collection Abuse Act of 2019

Sponsor: Cory Booker (D-N.J.)

H.R.4403: Stop Debt Collection Abuse Act of 2019

Sponsor: Emanuel Cleaver II (D-Mo.)

H.R.1865: Further Consolidated Appropriations Act, 2020

Sponsor: Bill Pascrell Jr. (D-N.J.)

H.R.748: CARES Act

Sponsor: Joe Courtney (D-Conn.)

H.R.6364: Securing and Enabling Commerce Using Remote and Electronic Notarization...

Sponsor: Guy Reschenthaler (R-Pa.)

S.3795: Registration for Index Linked Annuities Act of 2020

Sponsor: Tina Smith (D-Minn.)

H.R.6994: Registration for Index-Linked Annuities Act

Sponsor: Dean Phillips (D-Minn.)

H.R.6562: SAVERS Act

Sponsor: Patrick T. McHenry (R-N.C.)

H.R.7278: JUSTICE Act

Sponsor: Pete Stauber (R-Minn.)

H.R.6800: The Heroes Act

Sponsor: Nita M. Lowey (D-N.Y.)

H.R.6744: Computer and Internet Equity Act

Sponsor: Danny K. Davis (D-Ill.)

S.1200: SAFE Banking Act of 2019

Sponsor: Jeff Merkley (D-Ore.)

H.R.1595: Secure And Fair Enforcement Banking Act of 2019

Sponsor: Ed Perlmutter (D-Colo.)

H.R.905: Servicemember Retirement Improvement Act

Sponsor: Peter T. King (R-N.Y.)

H.R.6743: Protect Vulnerable Students from Surprise Tax Bills Act

Sponsor: Danny K. Davis (D-Ill.)

S.3663: COVID–19 Consumer Data Protection Act of 2020

Sponsor: Roger Wicker (R-Miss.)

H.R.2: Moving Forward Act

Sponsor: Peter A. DeFazio (D-Ore.)

S.3533: Securing and Enabling Commerce Using Remote and Electronic Notarization...

Sponsor: Kevin Cramer (R-N.D.)

S.4159: E-SIGN Modernization Act of 2020

Sponsor: John Thune (R-S.D.)

H.R.925: The Heroes Act

Sponsor: Mike Thompson (D-Calif.)

S.4317: SAFE TO WORK Act

Sponsor: John Cornyn (R-Texas)

H.R.7617: Defense, Commerce, Justice, Science, Energy and Water Development,...

Sponsor: Peter J. Visclosky (D-Ind.)

S.4192: Retirement Savings Lost and Found Act of 2020

Sponsor: Elizabeth Warren (D-Mass.)

H.R.7439: Retirement Savings Lost and Found Act

Sponsor: Suzanne Bonamici (D-Ore.)

S.3487: Edith Shorougian Senior Victims of Fraud Compensation Act

Sponsor: Tammy Baldwin (D-Wis.)

H.R.7620: Edith Shorougian Senior Victims of Fraud Compensation Act

Sponsor: Suzanne Bonamici (D-Ore.)

S.4297: AMORE Act

Sponsor: Ted Cruz (R-Texas)

H.R.7927: Military Spouses Retirement Security Act

Sponsor: Jason Crow (D-Colo.)

H.R.8083: Preserving Employee Retirement Savings Act of 2020

Sponsor: Brad Schneider (D-Ill.)

S.4318: American Workers, Families, and Employers Assistance Act

Sponsor: Charles E. Grassley (R-Iowa)

S.4321: Continuing Small Business Recovery and Paycheck Protection Program Act

Sponsor: Marco Rubio (R-Fla.)

S.1431: Retirement Security and Savings Act of 2019

Sponsor: Rob Portman (R-Ohio)

H.R.8696: Securing a Strong Retirement Act of 2020

Sponsor: Richard E. Neal (D-Mass.)

S.5064: Improving Access to Retirement Savings Act

Sponsor: Charles E. Grassley (R-Iowa)

H.R.8990: Lifetime Income For Employees Act

Sponsor: Donald W. Norcross (D-N.J.)

S.975: Securing America's Clean Fuels Infrastructure Act

Sponsor: Thomas R. Carper (D-Del.)

H.R.2005: DOD Entrepreneurial Innovation Act

Sponsor: Ken Calvert (R-Calif.)

S.1020: Korematsu-Takai Civil Liberties Protection Act of 2021

Sponsor: Tammy Duckworth (D-Ill.)

S.1011: Natural Gas Export Expansion Act

Sponsor: Ted Cruz (R-Texas)

H.R.2479: Assessing China’s Presence and Influence in Latin America and the...

Sponsor: Stephanie Murphy (D-Fla.)

H.R.925: Data to Save Moms Act

Sponsor: Sharice Davids (D-Kan.)

S.1018: Access to TESTs Act

Sponsor: Amy Klobuchar (D-Minn.)

S.1019: Baby Food Safety Act of 2021

Sponsor: Amy Klobuchar (D-Minn.)

H.R.2120: SAVE Act

Sponsor: Mark Amodei (R-Nev.)

S.269: Work Opportunity Tax Credit and Jobs Act

Sponsor: Rob Portman (R-Ohio)

H.R.860: You Must Be Alive To Vote Act of 2021

Sponsor: Brian Babin (R-Texas)

S.322: Protect Act

Sponsor: Thom Tillis (R-N.C.)

S.321: "Six Triple Eight" Congressional Gold Medal Act of 2021

Sponsor: Jerry Moran (R-Kan.)

S.345: Maternal Vaccinations Act

Sponsor: Tim Kaine (D-Va.)

H.R.1815: Safe Line Speeds in COVID–19 Act

Sponsor: Rosa DeLauro (D-Conn.)

H.R.1907: Preventing Domestic Violence Homicides Through Assessment Training Act

Sponsor: Anthony Brown (D-Md.)

H.R.905: Coronavirus Front-Line Responders Commemorative Coin Act

Sponsor: Jack Bergman (R-Mich.)

S.856: Senior Security Act of 2021

Sponsor: Kyrsten Sinema (ID-Ariz.)

H.R.1565: Senior Security Act of 2021

Sponsor: Josh Gottheimer (D-N.J.)

S.910: SAFE Banking Act of 2021

Sponsor: Jeff Merkley (D-Ore.)

H.R.1996: SAFE Banking Act of 2021

Sponsor: Ed Perlmutter (D-Colo.)

S.647: MORE USDA Grants Act

Sponsor: Catherine Cortez Masto (D-Nev.)

H.R.1516: Stop Foreign Interference in Ballot Measures Act

Sponsor: Katie Porter (D-Calif.)

H.R.2613: Conservation and Innovative Climate Partnership Act of 2021

Sponsor: Dan Newhouse (R-Wash.)

S.65: Uyghur Forced Labor Prevention Act

Sponsor: Marco Rubio (R-Fla.)

H.R.281: District of Columbia Prosecutor Home Rule Act of 2021

Sponsor: Eleanor Holmes Norton (D-D.C.)

H.R.1423: To amend title 1, United States Code, to provide for a definition of the...

Sponsor: Stacey Plaskett (D-Virgin Islands)

H.R.2265: Financial Exploitation Prevention Act of 2021

Sponsor: Ann Wagner (R-Mo.)

S.1308: American Infrastructure Bonds Act of 2021

Sponsor: Roger Wicker (R-Miss.)

S.1762: Financial Factors in Selecting Retirement Plan Investments Act

Sponsor: Tina Smith (D-Minn.)

H.R.3387: Financial Factors in Selecting Retirement Plan Investments Act

Sponsor: Suzan K. DelBene (D-Wash.)

S.1703: Improving Access to Retirement Savings Act

Sponsor: Charles E. Grassley (R-Iowa)

H.R.3684: Infrastructure Investment and Jobs Act

Sponsor: Peter A. DeFazio (D-Ore.)

H.R.2634: LIFT Act

Sponsor: Terri Sewell (D-Ala.)

H.R.3099: Primary Regulators of Insurance Vote Act of 2021

Sponsor: John Garamendi (D-Calif.)

S.420: Protecting the Right to Organize Act of 2021

Sponsor: Patty Murray (D-Wash.)

H.R.842: Protecting the Right to Organize Act of 2021

Sponsor: Robert C. Scott (D-Va.)

S.1443: Retirement Parity for Student Loans Act

Sponsor: Ron Wyden (D-Ore.)

H.R.2917: Retirement Parity for Student Loans Act of 2021

Sponsor: Danny K. Davis (D-Ill.)

S.1730: Retirement Savings Lost and Found Act of 2021

Sponsor: Elizabeth Warren (D-Mass.)

S.1770: Retirement Security and Savings Act of 2021

Sponsor: Benjamin L. Cardin (D-Md.)

H.R.2954: Securing a Strong Retirement Act of 2021

Sponsor: Richard E. Neal (D-Mass.)

S.1625: Securing and Enabling Commerce Using Remote and Electronic Notarization...

Sponsor: Kevin Cramer (R-N.D.)

H.R.4523: Preserving Safe Communities by Ending Swatting Act of 2021

Sponsor: David Kustoff (R-Tenn.)

H.R.4524: Improving Access to Work Act

Sponsor: Darin M. LaHood (R-Ill.)

H.R.3078: Pipeline and LNG Facility Cybersecurity Preparedness Act

Sponsor: Fred Upton (R-Mich.)

S.1870: Enhancing Emergency and Retirement Savings Act of 2021

Sponsor: James Lankford (R-Okla.)

H.R.4345: Financial Services and General Government Appropriations Act, 2022.

Sponsor: Mike Quigley (D-Ill.)

S.1273: Military Spouses Retirement Security Act

Sponsor: Susan Collins (R-Maine)

H.R.1453: Military Spouses Retirement Security Act

Sponsor: Jason Crow (D-Colo.)

H.R.3182: Safe Sleep for Babies Act of 2021

Sponsor: Tony Cárdenas (D-Calif.)

S.1885: Rural Connectivity Advancement Program Act of 2021

Sponsor: John Thune (R-S.D.)

H.R.4320: Help Our Businesses Recover Act of 2021

Sponsor: Andy Kim (D-N.J.)

H.R.4458: KELP Act

Sponsor: Jared Huffman (D-Calif.)

H.R.2123: Diversity and Inclusion Data Accountability and Transparency Act of 2021

Sponsor: Joyce Beatty (D-Ohio)

H.R.2001: Diversity Data Accountability Act

Sponsor: Joyce Beatty (D-Ohio)

H.R.1187: Corporate Governance Improvement and Investor Protection Act

Sponsor: Juan Vargas (D-Calif.)

H.R.1277: Improving Corporate Governance Through Diversity Act of 2021

Sponsor: Gregory W. Meeks (D-N.Y.)

H.R.2516: Promoting Diversity and Inclusion in Banking Act of 2021

Sponsor: Al Green (D-Texas)

H.R.1087: Shareholder Political Transparency Act of 2021

Sponsor: Bill Foster (D-Ill.)

H.R.3962: Securing and Enabling Commerce Using Remote and Electronic Notarization...

Sponsor: Madeleine Dean (D-Pa.)

H.R.4865: Registration for Index-Linked Annuities Act

Sponsor: Alma Adams (D-N.C.)

S.2446: Women's Retirement Protection Act

Sponsor: Patty Murray (D-Wash.)

H.R.4678: Women's Retirement Protection Act

Sponsor: Lauren Underwood (D-Ill.)

S.2792: National Defense Authorization Act for Fiscal Year 2022

Sponsor: Jack Reed (D-R.I.)

H.R.4350: National Defense Authorization Act for Fiscal Year 2022

Sponsor: Adam Smith (D-Wash.)

H.R.5367: Advancing Energy Manufacturing in Coal Communities Act

Sponsor: Conor Lamb (D-Pa.)

S.2674: Elder Justice Reauthorization and Modernization Act of 2021

Sponsor: Ron Wyden (D-Ore.)

H.R.4969: Elder Justice Reauthorization and Modernization Act of 2021

Sponsor: Richard E. Neal (D-Mass.)

H.R.4610: To establish an expansion awards pilot program as a part of the Hollings...

Sponsor: Haley Stevens (D-Mich.)

H.R.5914: Empowering States to Protect Seniors from Bad Actors Act

Sponsor: Josh Gottheimer (D-N.J.)

H.R.5891: RISE Act

Sponsor: Robert C. Scott (D-Va.)

S.3198: Registration for Index-Linked Annuities Act

Sponsor: Tina Smith (D-Minn.)

S.2415: Long-Term Care Affordability Act

Sponsor: Patrick J. Toomey (R-Pa.)

H.R.5779: Financial Fitness Act

Sponsor: Teresa Leger Fernandez (D-N.M.)

H.R.7278: Disabled Jurors Nondiscrimination Act

Sponsor: Katie Porter (D-Calif.)

H.R.6746: Lifetime Income For Employees Act

Sponsor: Donald W. Norcross (D-N.J.)

S.3712: Auto Reenroll Act of 2022

Sponsor: Tim Kaine (D-Va.)

H.R.6782: Auto Reenroll Act of 2022

Sponsor: Kathy Manning (D-N.C.)

S.3715: E-SIGN Modernization Act of 2022

Sponsor: John Thune (R-S.D.)

H.R.2471: Consolidated Appropriations Act, 2022

Sponsor: Hakeem Jeffries (D-N.Y.)

H.R.3644: Expanding Access to Retirement Savings for Caregivers Act

Sponsor: Jackie Walorski (R-Ind.)

H.R.7107: Long-Term Care Affordability Act

Sponsor: Ann Wagner (R-Mo.)

S.2145: Corporate Management Accountability Act of 2021

Sponsor: Jack Reed (D-R.I.)

S.4353: RISE & SHINE Act

Sponsor: Patty Murray (D-Wash.)

H.R.7310: Protecting America’s Retirement Security Act of 2022

Sponsor: Lucy McBath (D-Ga.)

S.4110: Primary Regulators of Insurance Vote Act of 2022

Sponsor: Tim Scott (R-S.C.)

H.R.8152: American Data Privacy and Protection Act

Sponsor: Frank Pallone (D-N.J.)

S.4129: Taiwan Peace through Strength Act of 2022

Sponsor: Marco Rubio (R-Fla.)

H.R.7740: Employee and Retiree Access to Justice Act of 2022

Sponsor: Mark DeSaulnier (D-Calif.)

H.R.7416: Promoting Permanency Through Kinship Families Act

Sponsor: Karen Bass (D-Calif.)

H.R.8254: Financial Services and General Government Appropriations Act, 2023

Sponsor: Mike Quigley (D-Ill.)

H.R.7900: National Defense Authorization Act for Fiscal Year 2023

Sponsor: Adam Smith (D-Wash.)

S.3955: Starter-K Act of 2022

Sponsor: John Barrasso (R-Wyo.)

H.R.8125: Starter-K Act of 2022

Sponsor: Linda T. Sánchez (D-Calif.)

S.4086: Increasing Small Business Retirement Choices Act

Sponsor: Jacky Rosen (D-Nev.)

H.R.7732: Strengthening the Office of the Investor Advocate Act

Sponsor: Stephen F. Lynch (D-Mass.)

S.4103: Helping Parents Save for College Act of 2022

Sponsor: Margaret Hassan (D-N.H.)

S.4808: EARN Act

Sponsor: Ron Wyden (D-Ore.)

H.R.5376: Inflation Reduction Act of 2022

Sponsor: John Yarmuth (D-Ky.)

S.4406: Advancing Auto-Portability Act of 2022

Sponsor: Tim Scott (R-S.C.)

S.4543: James M. Inhofe National Defense Authorization Act for Fiscal Year 2023

Sponsor: Jack Reed (D-R.I.)

S.7: VAWA Technical Amendment Act of 2022

Sponsor: Mazie K. Hirono (D-Hawaii)

H.R.2617: Consolidated Appropriations Act, 2023

Sponsor: Gerald E. Connolly (D-Va.)

H.R.9515: General Accounts Product Clarifications Act

Sponsor: Joe Morelle (D-N.Y.)

S.5271: Retirement Savings for Americans Act of 2022

Sponsor: John Hickenlooper (D-Colo.)

S.7: A bill to authorize an additional district judgeship for the district of...

Sponsor: Michael D. Crapo (R-Idaho)

H.R.1165: Data Privacy Act of 2023

Sponsor: Patrick T. McHenry (R-N.C.)

S.567: Richard L. Trumka Protecting the Right to Organize Act of 2023

Sponsor: Bernard Sanders (ID-Vt.)

H.R.20: Richard L. Trumka Protecting the Right to Organize Act of 2023

Sponsor: Robert C. Scott (D-Va.)

S.910: A bill to amend the Grand Ronde Reservation Act, and for other purposes.

Sponsor: Jeff Merkley (D-Ore.)

H.R.1996: To provide for a limitation on availability of funds for Department of...

Sponsor: Andy Biggs (R-Ariz.)

S.J.RES.8: A joint resolution providing for congressional disapproval under chapter...

Sponsor: Mike Braun (R-Ind.)

H.J.RES.30: Providing for congressional disapproval under chapter 8 of title 5,...

Sponsor: Andy Barr (R-Ky.)

H.R.1187: Civil Aviation Security and Safety Act of 2023

Sponsor: Stephen F. Lynch (D-Mass.)

H.R.500: Financial Exploitation Prevention Act of 2023

Sponsor: Ann Wagner (R-Mo.)

S.427: Financial Freedom Act of 2023

Sponsor: Tommy Tuberville (R-Ala.)

H.R.1177: Financial Freedom Act of 2023

Sponsor: Byron Donalds (R-Fla.)

S.955: Senior Security Act of 2023

Sponsor: Kyrsten Sinema (ID-Ariz.)

H.R.1277: Military Spouse Hiring Act

Sponsor: Donald Beyer (D-Va.)

S.1770: Uyghur Genocide Accountability and Sanctions Act of 2023

Sponsor: Marco Rubio (R-Fla.)

H.R.1807: Improving Disclosure for Investors Act of 2023

Sponsor: Bill Huizenga (R-Mich.)

H.R.3942: Lifetime Income For Employees Act

Sponsor: Donald W. Norcross (D-N.J.)

S.1323: SAFE Banking Act of 2023

Sponsor: Jeff Merkley (D-Ore.)

H.R.2891: SAFE Banking Act of 2023

Sponsor: Dave Joyce (R-Ohio)

S.1212: Securing and Enabling Commerce Using Remote and Electronic Notarization...

Sponsor: Kevin Cramer (R-N.D.)

H.R.1059: SECURE Notarization Act of 2023

Sponsor: Kelly Armstrong (R-N.D.)

H.R.3063: Retirement Fairness for Charities and Educational Institutions Act of 2023

Sponsor: Frank D. Lucas (R-Okla.)

H.R.3644: ACT for Veterans Act

Sponsor: Robert E. Latta (R-Ohio)

H.R.4610: To conform Federal tax law with the Texas Constitution to allow for the...

Sponsor: Lloyd Doggett (D-Texas)

H.R.4637: Jaime’s Law

Sponsor: Debbie Wasserman Schultz (D-Fla.)

S.1696: Portable Benefits for Independent Workers Pilot Program Act

Sponsor: Mark Warner (D-Va.)

H.R.3482: Portable Benefits for Independent Workers Pilot Program Act

Sponsor: Suzan K. DelBene (D-Wash.)

H.R.4177: Improving Corporate Governance Through Diversity Act of 2023

Sponsor: Gregory W. Meeks (D-N.Y.)

S.1198: Elder Justice Reauthorization and Modernization Act of 2023

Sponsor: Ron Wyden (D-Ore.)

H.R.2718: Elder Justice Reauthorization and Modernization Act of 2023

Sponsor: Richard E. Neal (D-Mass.)

S.2517: Auto Reenroll Act of 2023

Sponsor: Tim Kaine (D-Va.)

H.R.4924: Auto Reenroll Act of 2023

Sponsor: Kathy Manning (D-N.C.)

H.R.5914: VETT Act

Sponsor: Derrick Van Orden (R-Wis.)

S.2860: Secure And Fair Enforcement Regulation Banking Act

Sponsor: Jeff Merkley (D-Ore.)

S.2512: A bill to amend the Internal Revenue Code of 1986 to provide a credit...

Sponsor: Bill Cassidy (R-La.)

H.R.5367: Small Business Development Centers Improvement Act of 2023

Sponsor: Jared Golden (D-Maine)

S.2727: Advice and Consent Act

Sponsor: Bill Cassidy (R-La.)

H.R.4957: Department of Labor Succession Act

Sponsor: Kevin Kiley (R-Calif.)

H.R.4759: Environmentally Sustainable Growth Act of 2023

Sponsor: Juan Vargas (D-Calif.)

H.R.5779: Fiscal Commission Act of 2023

Sponsor: Bill Huizenga (R-Mich.)

H.R.4763: Financial Innovation and Technology for the 21st Century Act

Sponsor: Glenn Thompson (R-Pa.)

S.2302: Legislative Branch Appropriations Act, 2024

Sponsor: Jack Reed (D-R.I.)

H.R.4664: Making appropriations for financial services and general government for...

Sponsor: Steve Womack (R-Ark.)

S.2281: Lummis-Gillibrand Responsible Financial Innovation Act

Sponsor: Cynthia M. Lummis (R-Wyo.)

H.R.5338: No Discrimination in My Benefits Act

Sponsor: Robert Good (R-Va.)

H.R.5340: Providing Complete Information to Retirement Investors Act

Sponsor: Jim Banks (R-Ind.)

H.R.5339: RETIRE Act

Sponsor: Rick Allen (R-Ga.)

H.R.5337: Retirement Proxy Protection Act

Sponsor: Erin Houchin (R-Ind.)

H.R.2593: Senior Security Act of 2023

Sponsor: Josh Gottheimer (D-N.J.)

S.2387: Wildfire Smoke Emergency Declaration Act of 2023

Sponsor: Jeff Merkley (D-Ore.)

S.2007: Improving Corporate Governance Through Diversity Act of 2023

Sponsor: Robert Menendez (D-N.J.)

H.R.6757: To amend the Internal Revenue Code of 1986 to permit the rollover...

Sponsor: Darin M. LaHood (R-Ill.)

H.R.6772: Expanding Access to Retirement Savings for Caregivers Act

Sponsor: Claudia Tenney (R-N.Y.)

S.3305: Helping Young Americans Save for Retirement Act

Sponsor: Bill Cassidy (R-La.)

S.3715: Investor Choice Act of 2024

Sponsor: Jeff Merkley (D-Ore.)

H.R.7293: Automatic IRA Act of 2024

Sponsor: Richard E. Neal (D-Mass.)

S.2282: Ensuring Sound Guidance Act

Sponsor: Tom Cotton (R-Ark.)

H.R.4237: Ensuring Sound Guidance Act

Sponsor: Andy Barr (R-Ky.)

H.R.2799: Expanding Access to Capital Act of 2023

Sponsor: Patrick T. McHenry (R-N.C.)

S.2309: Financial Services and General Government Appropriations Act, 2024

Sponsor: Chris Van Hollen (D-Md.)

H.R.2882: Further Consolidated Appropriations Act, 2024

Sponsor: Juan Ciscomani (R-Ariz.)

S.3815: Improving Disclosure for Investors Act of 2024

Sponsor: Thom Tillis (R-N.C.)

Show All Mentioned Bills

Lobbyists

Lobbyists named here were listed on a filing related to this lobbying engagement. They may not be working on it now. Occasionally, a single lobbyist whose name is spelled two different ways on filings may be represented twice here.

Lobbyist Covered positions?
Paul Richman Assistant to Deputy Admin., Office of Community Dev., Under Secretary for Rural Development, US Dept. of Agriculture Special Assistant to the Director, Office of Worker & Community Transition, Office of Under Secretary, US Dept. of Energy Dir. of Policy & Communications, Presidents Community Empowerment Board, Office of the Vice President, The White House Special Assistant to the Assistant Secretary for Policy, U.S. Dept. of Labor.
Kelli McMorrow Legislative Director, Deputy Chief of Staff, Chief of Staff, Rep. Randy Neugebauer; Staff Assistant, Scheduler, Legislative Correspondent, Legislative Assistant, Rep. Don Manzullo
Michael Lenn Various Positions, Rep. Sensenbrenner Oversight Counsel, House Judiciary Committee Deputy Chief of Staff, Rep. Sensenbrenner
John Little Senator Martinez, Chief of Staff (2005-2008) Senator Sessions, Leg Director (2003-2005) Senator Martinez Chief of Staff (2005-2008) Senator Sessions Leg Director (2003-2005) Senator Sessions, Legislative Dir. (2003-2005) Senator Sessions, Legislative Dir (2003-2005) Senator Sessions, Leg Dir. (2003-2005) Senator Sessions, Leg Dir (2003-2005) Senator Sessions, Leg. Director (2003-2005) Senator Martinez, Chief of Staff (2005-2008) Senator Sessions Leg. Director (2003-2005) Sen. Martinez, Chief of Staff (2005-2008) Senator Sessions, LD/Deputy LD/Leg Counsel/ Research Assistant/Legislative Correspondent (1997-2005) Sen. Sessions, LD/Deputy LD/Leg. Counsel/ Sen. Martinez , Chief of Staff (2005-2008) Sen. Sessions, LD/Dep. LD/Leg. Counsel/ Research Assistant, Legislative Correspondent 1997-2008) (1997-2008) Research Assistant/legislative Correspondent
John Jennings Staff Assistant, Rep. John Campbell; Staff Assistant, Rep. Virginia Foxx
MARK MACKEY n/a
MICHAEL P. DEGEORGE n/a
Lee Covington n/a
Erica Mason n/a
Karen Alvarado n/a
Catherine Weatherford n/a
Michael DeGeorge n/a

Disclosures Filed

Once a lobbying engagement begins, the lobbyist or firm is required to file updates four times a year. Those updates sometimes change which lobbyists are involved or add new issues being discussed. When lobbyists stop working for a client, the firm is also supposed to file a report disclosing the end of the relationship.

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Source: Clerk of the U.S. House of Representatives and Secretary of the Senate

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