Filing
2nd Quarter - Report
Lobbying activity
4
DOL Proposed rule on Fiduciary Duties in Selecting Designated Investment Alternatives Annuities in Defined Contribution Plans
Ordinary tax treatment of bonds (H.R. 2547/S. 1335) Tax treatment of life insurance and annuities Taxation of Digital Assets International Tax (GILTI, Section 987 Regulations, Foreign Issued Contracts) One Big Beautiful Bill Act (H.R. 1)
Data Security, AI, Privacy and Breach Legislation
Capital Markets efficiency 403B parity (HR 1013/S 424) E-delivery: Improving Disclosure for Investors Act (HR 2441) FSOC Improvement Act (HR 3682)