DAVIS & HARMAN LLP lobbying for SPARK INSTITUTE

Filing 2nd Quarter - Report

2nd Quarter (Apr 1 - June 30) 2025 · Connecticut · House · Senate · posted Jul 16, 2025

Bills named in this filing 4

S 1831
Auto Reenroll Act of 2025
HR 1
An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.
HR 1013
Retirement Fairness for Charities and Educational Institutions Act of 2025
S 424
Retirement Fairness for Charities and Educational Institutions Act of 2025

Lobbying activity 3

Retirement

Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to recordkeeping simplification for 401(k) plans. Issues related to lifetime income and auto features. Technical Corrections to the SECURE 2.0 Act of 2022. S. 1831, Auto Reenroll Act.

Taxation/Internal Revenue Code

Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to recordkeeping simplification for 401(k) plans. Issues related to lifetime income and auto features. Technical Corrections to the SECURE 2.0 Act of 2022. S. 1831, Auto Reenroll Act. H.R. 1.

Financial Institutions/Investments/Securities

Expansion of investment options for 403(b) plans, including: H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act.