Filing
1st Quarter - Report
Lobbying activity
4
Capital Markets efficiency 403B parity (HR 1013/S 424) E-delivery: Improving Disclosure for Investors Act (HR 2441) FIO Elimination Act (HR 643) FSOC Improvement Act (HR 3682)
DOL Fiduciary Rule DOL Proposed rule on Fiduciary Duties in Selecting Designated Investment Alternatives Annuities in Defined Contribution Plans Paid Family Leave Tax Credit
Ordinary tax treatment of bonds (H.R. 2547/S. 1335) Tax treatment of life insurance and annuities Taxation of Digital Assets International Tax (GILTI, Pillar 2, Foreign Issued Contracts) One Big Beautiful Bill Act (H.R. 1)
Data Security, AI, Privacy and Breach Legislation