Filing
1st Quarter - Report
Lobbying activity
3
Issues related to tax incentives for retirement savings. Default investments in IRAs. Issues related to employee benefit plan investments and administration, and electronic delivery of ERISA-mandated statements and disclosures. S. 2517, Auto Reenroll Act of 2023. (118th Congress).
Issues related to tax incentives for retirement savings. Default investments in IRAs. Issues related to employee benefit plan investments and administration, and electronic delivery of ERISA-mandated statements and disclosures. S. 2517, Auto Reenroll Act of 2023. (118th Congress).
Expansion of investment options for 403(b) plans, including: H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act.