2025 first_quarter Filing

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.

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 private retirement system for saving.