All lobbying filings

MISSIONSQUARE RETIREMENT

Lobbying for MISSIONSQUARE RETIREMENT · Financial Services, Retirement Services, Asset Management

Filing 1st Quarter - Report

1st Quarter (Jan 1 - Mar 31) 2025 · District of Columbia · House · Senate · $120,000.00 expenses · posted Apr 18, 2025

Official filing document

Bills named in this filing 2

HR 1013
Retirement Fairness for Charities and Educational Institutions Act of 2025
S 424
Retirement Fairness for Charities and Educational Institutions Act of 2025

Lobbying activity 4

Retirement

Proposals related to retirement, employee benefit plan investments and administration, retiree health savings and collective investment trusts. Proposals related to 403(b) and governmental 457(b) plans. Issues related to tax incentives for retirement savings. Expansion of investment options for 403(b) plans. Issues related to implementation of SECURE 2.0. Issues related to employee benefit plan administration, including default investments Issues related to providing alternative assets in retirement plans

Taxation/Internal Revenue Code

Issues related to tax incentives for retirement savings, retiree health savings and collective investment trusts. Issues related to employee benefit plan investments and administration. Proposals related to 403(b) and governmental 457(b) plans. Issues related to implementation of SECURE 2.0.

Consumer Issues/Safety/Products

Issues related to cybersecurity, privacy policy, and data security.

Financial Institutions/Investments/Securities

Issues related to Collective Investment Trusts, expansion of investment options for 403(b) plans. Monitor issues related securities issues, including asset management, market equity, liquidity and fund issues. H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act. Issues related to access to investment opportunities. Issues related to ETF regulation.

Source: federal Lobbying Disclosure Act filing. Bills are parsed from the activity descriptions.