HR 2441 Improving Disclosures for Investors Act. Issue: electronic delivery of certain required disclosures. No bill number. Issue: data privacy. No bill number. Issue: FHLBank system.
HR 2547/S 1335 Secure Family Futures Act. Issue: debt investment tax change from capital to ordinary. S 3680 Paid Family and Medical Leave Tax Credit Extension and Enhancement Act. Issue: paid family and medical leave tax credit. Public Law 117-169. Issue: implementation of corporate minimum tax. S ___ Protecting Proper Life Insurance (PPLI) from Abuse Act. Issue: private placement life insurance. No bill number. Issue: tri-agencies (HHS, Treasury, and Labor) proposed rule on excepted benefits. No bill number. Issue: life insurance tax stabilization. No bill number. Issue: eliminating corporate state and local tax deduction.
Public Law 117-328 Consolidated Appropriations Act of 2023. Issue: SECURE 2.0 implementation. HR 1024/S 424 Fairness for Charities and Educational Institutions Act of 2023. Issue: expansion of investment options for 403(b) plans. HR 10467 Retirement Simplification and Clarity Act. Issue: individual retirement annuities. No bill number. Department of Labor's proposed regulation defining fiduciary for investment advice purposes. No bill number. lifetime income products in qualified retirement plans.