Filing
3rd Quarter - Report
Lobbying activity
3
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Access to Workplace Retirement Plans Tax-Deferred Treatment of Retirement Plans Providing parity for investment options in 403(b) plans - Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424)
Closed End Funds - Increasing Investor Opportunities Act Providing parity for investment options in 403(b) plans - Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424)
Low-Income Housing Tax Credit (LIHTC) and related legislation Tax-deferred treatment of retirement plans Tax exempt status of municipal bonds One Big Beautiful Bill Act (H.R. 1) and related provisions