Issues related to DOL revising ERISA fiduciary rules; Issues related to retirement market expansion including mandated auto-IRAs, 401k, 403(b) parity, and enrollment.
Issues related to international tax reform; H.R. 2547, Secure Family Futures Act of 2025, all provisions; S. 1335, A bill to amend the Internal Revenue Code of 1986 to exclude debt held by certain insurance companies from capital assets and to extend capital loss carryovers for such companies from 5 years to 10 years, all provisions. H.R. 996/S. 400, Paid Family and Medical Leave Tax Credit Extension and Enhancement Act, all provisions.
H.R. 1842, PAW Act of 2025, all provisions; Issues related to Section 1035, Exchangesof Life Insurance and Certain Other Life Insurance Contract Transactions.
Issues related to providing E-delivery of documents for ERISA health and welfare benefit products.
Issues pertaining to the FSOC dedesignation process; to improve the transparency of the Financial Stability Oversight Council, to improve the SIFI designation process, and for other purposes.
H.R. 1822/S. 838, ACRE Act of 2025, all provisions.