Retirement

IRS Governmental plans compliance; IRS Normal Retirement Age regulations; IRS revenue ruling 2006-43; IRS ANPRM on definition of a governmental plan; funding of governmental plans; general pension plan reform; governmental plan accounting and disclosure; disclosure of state death records; tax deferrals related to pension contributions and earnings, including the IRC exclusive benefit rule; applying the Unrelated Business Income Tax (UBIT) to the investment earnings of state and local government retirement systems; Office of State and Local Finance public pension plan interests; the Public Employee Pension Transparency Act (PEPTA); solvency of Multiemployer Plans deliberations; reform/repeal of the windfall elimination provision (WEP) and the Government Pension Offset (GPO); SECURE 2.0 Act dealing with overall retirement security and implementation of the law; Federal restrictions on institutional investor investment activity; CARES Act stimulus checks and retired public employees not covered by Social Security; restrictions related to public pensions on any Federal aid to states in negotiations on COVID stimulus legislation; H.R. 2954, retirement security legislation and issues affecting public pensions; implementation of SECURE 2.0 Act of 2022; Advance Notice of Proposed Rulemaking (ANPRM) issued by Treasury entitled Provisions Pertaining to U.S. Investments in Certain National Security Technologies and Products in Countries of Concern; OMBs Office of Federal Financial Management proposed rule to revise their Uniform Administrative Requirements, Cost Principles, and Audit Requirements, stipulating how public pension costs are to be reimbursed for a state or local employee whose position is partially or fully federally funded; HR 82, repeal of the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO) The Retirement Fairness for Charities and Educational Institutions Act of 2025" (S. 424/H.R. 1013) to amend relevant securities laws to permit 403(b) plans - in which a plan fiduciary, employer, or person acting on behalf of the employer reviews and approves each investment offering - to invest in collective investment trusts (CITs); INVEST Act (H.R.3383); TrumpIRA.gov accounts pursuant to Exec. Order 14403.

IRS Governmental plans compliance; IRS Normal Retirement Age regulations; IRS revenue ruling 2006-43; IRS ANPRM on definition of a governmental plan; funding of governmental plans; general pension plan reform; governmental plan accounting and disclosure; disclosure of state death records; tax deferrals related to pension contributions and earnings, including the IRC exclusive benefit rule; applying the Unrelated Business Income Tax (UBIT) to the investment earnings of state and local government retirement systems; Office of State and Local Finance public pension plan interests; the Public Employee Pension Transparency Act (PEPTA); solvency of Multiemployer Plans deliberations; reform/repeal of the windfall elimination provision (WEP) and the Government Pension Offset (GPO); SECURE 2.0 Act dealing with overall retirement security and implementation of the law; Federal restrictions on institutional investor investment activity; CARES Act stimulus checks and retired public employees not covered by Social Security; restrictions related to public pensions on any Federal aid to states in negotiations on COVID stimulus legislation; H.R. 2954, retirement security legislation and issues affecting public pensions; implementation of SECURE 2.0 Act of 2022; Advance Notice of Proposed Rulemaking (ANPRM) issued by Treasury entitled Provisions Pertaining to U.S. Investments in Certain National Security Technologies and Products in Countries of Concern; OMBs Office of Federal Financial Management proposed rule to revise their Uniform Administrative Requirements, Cost Principles, and Audit Requirements, stipulating how public pension costs are to be reimbursed for a state or local employee whose position is partially or fully federally funded; HR 82, repeal of the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO) The Retirement Fairness for Charities and Educational Institutions Act of 2025" (S. 424/H.R. 1013) to amend relevant securities laws to permit 403(b) plans - in which a plan fiduciary, employer, or person acting on behalf of the employer reviews and approves each investment offering - to invest in collective investment trusts (CITs); INVEST Act (H.R.3383)

IRS Governmental plans compliance; IRS Normal Retirement Age regulations; IRS revenue ruling 2006-43; IRS ANPRM on definition of a governmental plan; funding of governmental plans; general pension plan reform; governmental plan accounting and disclosure; disclosure of state death records; tax deferrals related to pension contributions and earnings, including the IRC exclusive benefit rule; applying the Unrelated Business Income Tax (UBIT) to the investment earnings of state and local government retirement systems; Office of State and Local Finance public pension plan interests; the Public Employee Pension Transparency Act (PEPTA); solvency of Multiemployer Plans deliberations; reform/repeal of the windfall elimination provision (WEP) and the Government Pension Offset (GPO); SECURE 2.0 Act dealing with overall retirement security and implementation of the law; Federal restrictions on institutional investor investment activity; CARES Act stimulus checks and retired public employees not covered by Social Security; restrictions related to public pensions on any Federal aid to states in negotiations on COVID stimulus legislation; H.R. 2954, retirement security legislation and issues affecting public pensions; implementation of SECURE 2.0 Act of 2022; Advance Notice of Proposed Rulemaking (ANPRM) issued by Treasury entitled Provisions Pertaining to U.S. Investments in Certain National Security Technologies and Products in Countries of Concern; OMBs Office of Federal Financial Management proposed rule to revise their Uniform Administrative Requirements, Cost Principles, and Audit Requirements, stipulating how public pension costs are to be reimbursed for a state or local employee whose position is partially or fully federally funded; HR 82, repeal of the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO) The Retirement Fairness for Charities and Educational Institutions Act of 2025" (S. 424/H.R. 1013) to amend relevant securities laws to permit 403(b) plans - in which a plan fiduciary, employer, or person acting on behalf of the employer reviews and approves each investment offering - to invest in collective investment trusts (CITs); INVEST Act (H.R.3383)

IRS Governmental plans compliance; IRS Normal Retirement Age regulations; IRS revenue ruling 2006-43; IRS ANPRM on definition of a governmental plan; funding of governmental plans; general pension plan reform; governmental plan accounting and disclosure; disclosure of state death records; tax deferrals related to pension contributions and earnings; applying the Unrelated Business Income Tax (UBIT) to the investment earnings of state and local government retirement systems; Office of State and Local Finance public pension plan interests; the Public Employee Pension Transparency Act (PEPTA); solvency of Multiemployer Plans deliberations; reform/repeal of the windfall elimination provision (WEP) and the Government Pension Offset (GPO); SECURE 2.0 Act dealing with overall retirement security and implementation of the law; Federal restrictions on institutional investor investment activity; CARES Act stimulus checks and retired public employees not covered by Social Security; restrictions related to public pensions on any Federal aid to states in negotiations on COVID stimulus legislation; H.R. 2954, retirement security legislation and issues affecting public pensions; implementation of SECURE 2.0 Act of 2022; Advance Notice of Proposed Rulemaking (ANPRM) issued by Treasury entitled Provisions Pertaining to U.S. Investments in Certain National Security Technologies and Products in Countries of Concern; OMBs Office of Federal Financial Management proposed rule to revise their Uniform Administrative Requirements, Cost Principles, and Audit Requirements, stipulating how public pension costs are to be reimbursed for a state or local employee whose position is partially or fully federally funded; HR 82, repeal of the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO) The Retirement Fairness for Charities and Educational Institutions Act of 2025" (S. 424/H.R. 1013) to amend relevant securities laws to permit 403(b) plans - in which a plan fiduciary, employer, or person acting on behalf of the employer reviews and approves each investment offering - to invest in collective investment trusts (CITs); INVEST Act (H.R.3383)

TRUMP Accounts in Public Law 119-21

Pension Reform Multiemployer Pension Reform

Beneficiary provisions for Health Retirement Savings Accounts

TCU lobbied members of Congress, their staff's and some officials in the administration (White House officials) on issues pertaining to the railroad retirement board. These issues we advocated for included reversing field office closures, advocating for funding increases for operational expenses and more.

NDRN in this area focuses on retirement and financial security issues for individuals with disabilities. This includes Social Security, tax law issues, also trusts to care for individuals with a disability. Additionally we work on legislation and regulations for the ABLE accounts. NDRN now is also focused on implementation of the program for P&As to monitor representative payees. Re-authorization of the PABSS program is also a priority. Finally, we are working to beat back attempts to cut SSDI or unemployment insurance for people that receive both benefits.

General Awareness on how Home Appreciation Partnerships can be useful for retirement