Retirement

Issues related to retirement security and savings matters Issues related to small business retirement and retirement savings;

Issues related to Health care, Medicare, Medicaid and the Older Americans Act.

Employee Benefits Security Administration proposed rule on "Fiduciary Duties in Selecting Plan Investment Alternatives" (91 FR 16088, March 31, 2026). 2024 amendments to the qualified professional asset manager (QPAM) exemption. General education considering meritless litigation against retirement plan sponsors. Implementation of Executive Order 14330 on "Democratizing Access to Alternative Assets for 401(k) Investors (August 7, 2025). General education concerning efforts to improve the effectiveness of participant communications and efforts to provide disclosures to participants and beneficiaries at times when they can make the most effective use of the information.

H.R. 2988, the Protecting Prudent Investment of Retirement Savings Act, legislation to amend the Employee Retirement Income Security Act of 1974 to specify requirements concerning the consideration of pecuniary and non-pecuniary factors; entire bill. Pension Benefit Guaranty Corporation proposed rule entitled, Actuarial Assumptions for Determining an Employers Withdrawal Liability (87 FR 62316, October 14, 2022).

healthcare reform solutions and legislation, Social Security reform solutions and legislation

Support for Social Security Expansion Act (H.R. 1700 and S. 770) Support for Equal COLA Act (H.R. 491 and S. 624) Support for H.R. 1522, Federal Retirement Fairness Act

H.R.1130 Bonus Tax Relief for America's Seniors Act H.R.1700 Social Security Expansion Act S.770 Social Security Expansion Act H.R. 1950 Protect Social Security and Medicare Act H.R.3517 Social Security Enhancement and Protection Act H.R.2909 You Earned It - You Keep It Act H.R.1040 The Senior Citizens Tax Elimination Act H.R.904No Tax on Social Security H.R.4538 PAPER Act S.2614Protecting Social Security Act H.R.4968 Protecting Social Security Act S.3462 The Safeguarding American Families and Expanding Social Security (SAFE Social Security) Act S.473 SENIOR Act H.R.5841 Boosting Benefits and COLAs for Seniors Act S.3078 The Social Security Emergency Relief Act H.R. 6193 To Provide Economic Recovery Payments H.R.6424 Social Security Survivor Benefits Equity Act S. 160 The Medicare and Social Security Fair Share Act H.R. 3271 The Medicare and Social Security Fair Share Act

Issues related to corporate taxation.Issues related to retirement.

RISE Act, SMB Tax incentives for retirement accounts

H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 6084 - ERISA Litigation Reform Act H.R. 6450 - Retirement Rollover Flexibility Act H.R. 6685 - To amend the Internal Revenue Code of 1986 to establish an exception for multiemployer plan participants to the requirements for automatic enrollment. H.R.7185 - Home Savings Act H.R. 7362 - Form 5500 Filing Simplification Act H.R. 6007 - Retirement Investment in Small Employers Act (118th Cong.) S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 3352 - Retirement Rollover Flexibility Act