2025 fourth_quarter Filing

Monitoring changes to the tax code as it pertain to retirement savings. Support tax deferral of retirement plan contributions. Support keeping the rates for capital gains and dividends at the preferential tax rate. Oppose financial transaction tax proposals.

Support e-delivery of shareholder communications. Oppose the SECs liquidity, swing pricing, and hard close proposal which would seriously harm more than 100 million Americans who use mutual funds to invest for their financial future. The Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 (INVEST Act) H.R. 3383. Retirement Fairness for Charities and Educational Institutions Act HR 1013. Improving Disclosure for Investors Act HR 2441. The Access to Small Business Investor Capital Act HR 2225