Filing
3rd Quarter - Report
Lobbying activity
2
Draft of Responsible Financial Innovation Act of 2025: issues related to revising Title V, Sec. 506 Self-custody to include segregation of assets.
H.R. 1013/S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025: issues related to 403(b) plans investing in CITs.