ADAM MCMAHON

Issues related to expanding retirement coverage and adequacy, facilitating retirement income, and increasing retirement security. Issues related to Qualified Professional Asset Managers. Issues related to qualifying longevity annuity contracts. Issues related to state law preemption. Proposals to reform the multiple employer plan rules. Issues related to default annuitization. Proposals related to environmental, social, and governance criteria in plan investments and proxy voting. Child Savings Accounts. Issues related to 403(b) investments. Annuity defaults. Annuity tax credits. Issues relating to disclosure of longevity risk. S. 1011, to modify the requirements for multiple employer plans (116th Congress). S. 321, Retirement Security Act (116th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). H.R. 5376, the Build Back Better Act (117th Congress). Technical Corrections to SECURE 2.0 Act of 2022. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 4924/S. 2517, Auto Reenroll Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. H.R. 7293, Automatic IRA Act of 2024

Proposals related to 403(b) plan investments. Issues related to SEC's liquidity and swing pricing proposal. Issues related to the SEC's predictive data analytics proposal. H.R. 3063/S. 4917, Retirement Fairness for Charities and Educational Institutions Act. S. 5139, Empowering Main Street in America Act. H.R. 2799, Expanding Access to Capital Act. Technical corrections of H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).

Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding and multiemployer plan issues. Issues related to nonqualified deferred compensation. Work regarding automatic plans and backdoor Roth contributions. Proposals related to plan amendment deadlines. Proposals related to PEP service crediting. Proposals related to Section 401(h) surplus and VEBA surplus. Issues related to Internal Revenue Code Section 162(m). Issues related to tax incentives for retirement savings. Issues related to electronic witnessing. Proposals related to environmental, social, and governance plan investments and proxy voting. Issues related to Qualified Professional Asset Managers. Issues related to cybersecurity in retirement plans. Proposals related to stemming leakage from retirement plans. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals related to PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to PBGC collections and PBGC disclosure and mediation issues. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Proposals regarding compliance of retirement plans. Issues related to Form 5500 filing and missing participants. Issues related to the use of brokerage windows in defined contribution plans. Proposals to reform the multiple employer plan rules. Proposals regarding pension risk transfers. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. Proposals related to stretch IRAs. Issues related to government issued mortality tables. Proposals to amend the nondiscrimination provisions to protect older, longer service employees. State-administered retirement plan initiatives. Annuitization with respect to defined contribution plans. QLACs. Proposals that would consolidate various retirement and IRA types. Proposals regarding a retirement lost and found. Proposals related to savings accounts for emergencies. Proposals related to disaster relief. Issues related to paid family and medical leave. Work regarding 15% pension minimum tax issue. Proposals related to self-correcting inadvertent plan errors. Issues related to SEC's liquidity and swing pricing proposal. Issues related to IRS Form W-4R and W-4P. Department of Labor Secretary nomination. Issues regarding age 18 eligibility. Issues related to the SEC's predictive data analytics proposal. Issues related to Roth catch-up contribution effective date. Issues related to long term part time employees. Proposals related to automatic enrollment grandfather rules. Issues related to Department of Labor's use of common interest agreements. Proposals related to retirement plan litigation. H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). H.R. 4830, Pension and Budget Integrity Act (117th Congress). H.R. 5877/S. 3746, Pension Risk Transfer Accountability Act (117th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). S. 4153, Incentivizing Small Business Retirement Savings Act (117th Congress). S. 4219/H.R. 7740, Employee and Retiree Access to Justice Act (117th Congress). H.R. 7780, Mental Health Matters Act (117th Congress). H.R. 5376, Build Back Better Act (117th Congress). Technical corrections of H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 9066/S. 4973, Retirement Savings Modernization Act (117th Congress). H.R. 9462/S. 5271, Retirement Savings for Americans Act (117th Congress). H.R. 4924/S. 2517, Auto Reenroll Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. H.R. 5060/S. 2627, Women's Retirement Protection Act. H.R.7293, Automatic IRA Act of 2024. S. 3305/H.R. 9281, Helping Young Americans Save for Retirement Act. H.R. 8818, American Privacy Rights Act.

Proposals related to the tax treatment of annuities. Proposals to encourage lifetime annuitization. Rulemaking regarding the Department of Labor's fiduciary definition. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).

Proposals to amend federal securities laws to ensure parity between 403(b) plans and other types of retirement plans and to facilitate 403(b) plan investments in collective investment trusts, including: H.R. 3063/S. 4917, Retirement Fairness for Charities and Educational Institutions Act; H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).

Proposals related to retirement and retiree health savings and collective investment trusts. Proposals related to governmental 457(b) plans. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress), related to the Roth catch-up contribution provision, and pension linked emergency savings accounts. H.R. 82, Social Security Fairness Act.

COMMITTEE OF ANNUITY INSURERS

STATE STREET GLOBAL ADVISORS TRUST COMPANY

AMERICAN BENEFITS COUNCIL

SPARK INSTITUTE

VANGUARD GROUP

VANGUARD GROUP

RETIREMENT INDUSTRY TRUST ASSOCIATION

MISSIONSQUARE RETIREMENT

TIAA

STATE STREET GLOBAL ADVISORS TRUST COMPANY

AMERICAN BENEFITS COUNCIL

MISSIONSQUARE RETIREMENT