Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Technical Corrections to the SECURE 2.0 Act of 2022.
Lobbyists: BRYAN W KEENE; KENT A MASON; CHRIS L GASTON (covered position: Chief of Staff, Representative Rush Holt); mr ADAM MCMAHON
Government entities lobbied:HOUSE OF REPRESENTATIVES; SENATE
FIN — Financial Institutions/Investments/Securities
Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, 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; Technical Corrections to the SECURE 2.0 Act of 2022.
Lobbyists: BRYAN W KEENE; KENT A MASON; CHRIS L GASTON (covered position: Chief of Staff, Rep. Rush Holt); mr ADAM MCMAHON
Government entities lobbied:HOUSE OF REPRESENTATIVES; SENATE
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