Retirement

ERISA preemption Technical corrections to SECURE 2.0 Collective investment trusts (CITs) and insurance company separate accounts for use by 403(b) plans; Retirement Fairness for Charities and Educational Institutions, (HR 1013) Age of required participation in retirement plans reduced from 21 to 18, (S. 1707) Automatic re-enrollment of unenrolled plan participants permitted by (S. 1831) EBSA Investigations Transparency Act (HR 2869) Retire Through Ownership Act (HR 5169) Transparency for Secret Litigation Agreements (HR 2958) Common Interest Agreements used by the U.S. DOL Pleading standards, legislative proposal applicable to ERISA cases Defined benefit pension plans and defined contribution plans; pension plan de-risking, retiree health accounts Required Roth catch-up contributions and Roth optional matching and non-elective contributions guidance Pension Benefit Guaranty Corporation (PBGC) premiums and due date for premium payment Direct Final Rule Revocations by EBSA 401(k) plan investments in alternative assets and lifetime income Pooled Employer Plans (PEPs) Retirement benefits for independent workers white paper regarding Supreme Court petition, Johnson v. Parker Hannifin

ERISA Preemption Employee Benefits Security Administration (EBSA) oversight, Investigations Transparency Act (HR 2869) Transparency for Secret Litigation Agreements (HR 2958), The INSIGHT Act (S. 4360) Proposed regulation regarding investment selection in retirement plans Facilitating automatic re-enrollment of unenrolled plan participants, (S. 1831) Reduction in required age for participation in retirement plans to 18, (S. 1707 / HR 4718) Defined benefit and defined contribution retirement plans Retiree health accounts (S. 2003) Market-based cash balance pension plans Pooled Employer Plans and Multiple Employer Plans Trump Accounts Trump IRAs - SAVERS Match Electronic delivery of retirement plans statements and notices Caregiver retirement savings catch-up credit, S. 4291 / HR 8273 The Form 5500 Simplification Act (HR 7362)

ERISA preemption Oversight of EBSA programs - EBSA Investigations Transparency Act (2869); Transparency for Secret Litigation Agreements (HR 2958) Alternative investments in qualified retirement plans Pooled Employer Plans Collective investment trusts (CITs) and insurance company separate accounts HR 1013 and HR 3383 ERISA Litigation Reform Act (HR 6084) Limited Scope Audit Prohibited Transaction Exemption (PTE) 77-4 INSIGHT Act (Sen. Banks) Pension Benefit Guaranty Corporation single-employer premiums Market Based Cash Balance Plans Age of participation in retirement plans reduced from 21 to 18 (HR 4718 / S. 1707) Permitting optional re-enrollment, S. 1831 Defined Benefit Pension Plans (DBs), retiree health accounts, IRC sec. 401(h) limited access to surplus, S. 2003 Child Saving Accounts (IRC sec. 530A, Trump Accounts) Retire Through Ownership Act, HR 5160 / S. 2403

Technical correction to the Bipartisan American Miners Act

Support for the Federal Retirement Fairness Act H.R. 1522 Support H.R. 3011, USPS Shipping Equity Act Support H.Res. 70/S.Res 147 (USPS Anti Privatization Resolution) Support for H.R. 1065/S. 463, Protect Our Letter Carriers Act of 2025 Support for robust rural delivery Support for an increase in USPS borrowing authority, investment flexibility for USPS retirement funds, and a fairer allocation of USPS Civil Service Retirement (CSRS) obligations. Opposition to USPS' Rule on Ballot Mail for Federal Elections

Support for the Federal Retirement Fairness Act (H.R. 1522) Opposition to any attempt to take away or reduce the earned benefits and compensation of postal workers. Supported Shipping Equity Act (H.R. 3011) Supported H.Res. 70/S. Res. 147 (USPS Anti Privatization Resolution) Support for an increase in USPS borrowing authority, investment flexibility for USPS retirement funds, and a fairer allocation of USPS Civil Service Retirement (CSRS) obligations. Support for a robust Universal Service Obligation that aptly serves the American public.

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

Issues related to retirement policy

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

UMWA Pension Plan