Issues lobbied + lobbyists
RET — Retirement
Issues related to tax incentives for retirement savings. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase distribution options within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 3942, Lifetime Income for Employees Act. (118th Congress). E.O. 14330, Democratizing Access to Alternative Assets for 401(k) Investors.
Lobbyists: MICHAEL L HADLEY; CHRIS L GASTON (covered position: Chief of Staff, Rep. Rush Holt); mr ADAM MCMAHON
Government entities lobbied: HOUSE OF REPRESENTATIVES; SENATE
TAX — Taxation/Internal Revenue Code
Issues related to tax incentives for retirement savings. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase distribution options within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 3942, Lifetime Income for Employees Act. (118th Congress). E.O. 14330, Democratizing Access to Alternative Assets for 401(k) Investors.
Lobbyists: MICHAEL L HADLEY; CHRIS L GASTON (covered position: Chief of Staff, Rep. Rush Holt); mr ADAM MCMAHON
Government entities lobbied: HOUSE OF REPRESENTATIVES; SENATE
FIN — Financial Institutions/Investments/Securities
Expansion of investment options for 403(b) plans, including: H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act. H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act.
Lobbyists: MICHAEL L HADLEY; CHRIS L GASTON (covered position: Chief of Staff, Rep. Rush Holt); mr ADAM MCMAHON
Government entities lobbied: HOUSE OF REPRESENTATIVES; SENATE