Mutual fund, ETF, money market mutual fund, securities, and systemic risk issues. H.R. 1033, Retirement Fairness for Charities and Educational Institutions Act of 2025; S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025. H.R. 2441, Improving Disclosure for Investors Act of 2025; HR 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025; issues related to index funds; issues related to fund proxy voting; issues related to access to investment opportunities; issues related to products and markets. H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025.
General tax issues related to mutual funds. Taxation of long term investments. Taxation of RICs and ETFs; potential negative impacts on markets and customers of proposed withholding tax on dividend payments. Monitor implementation of IRC sec. 530A.
Retirement and savings issues, generally. Monitor implementation of IRC sec. 530A.