2025 first_quarter Filing
Q1Lobbying Activities (3)
Retirement
View allH.R. 2067, Protecting Americans Retirement Savings Act S. 928, Protecting Americans Retirement Savings Act ERISA litigation pleading standards
Financial Institutions/Investments/Securities
View allS. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2441, Improving Disclosure for Investors Act H.R. 2478, Financial Exploitation Prevention Act Financial Stability Oversight Council Improvement Act Increasing Investor Opportunities Act Investment Company Act of 1940 modernization Outbound investment screening Escheatment of securities SEC Form N-PORT Reporting and Liquidity Risk Management Guidance
Taxation/Internal Revenue Code
View allH.R. 591, Defending American Jobs and Investment Act H.R. 2089, Generating Retail Ownership Through Long-Term Holding Act H.R. 2696, Retirement Savings for Americans Act IRC section 852(b)(6) Municipal bond interest tax exemption Regulated Investment Company asset diversification requirements and good income test Tax deferral of retirement contributions