BARBARA PATE

DAVIS & HARMAN LLP · Washington, DC · registered since 2024

Registered · LDAActive

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At a glance

Registered since

2024

Senate LDA system

Clients

last 3 years

Filings

4 agencies contacted

Activity

filings by quarter

Works on

Taxation/Internal Revenue Code 47 Retirement 32 Financial Institutions/Investments/Securities 25 Education 3

Background

Career

DAVIS & HARMAN LLP

Washington, DC

2024 - present

Specific issues

Issues related to tax incentives for retirement savings. Issues related to employee benefit plan investments and administration, and electronic delivery of ERISA-mandated statements and disclosures. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). S. 2517, Auto Reenroll Act of 2023. IRA QDIA Proposal.

Taxation/Internal Revenue Code · 2024 Q4

SEC hard close and swing pricing proposal. Expansion of investment options for 403(b) plans, including: H.R. 3063/S. 4917, Retirement Fairness for Charities and Educational Institutions Act.

Financial Institutions/Investments/Securities · 2024 Q4

Proposals impacting the low-income housing tax credit. Proposals related to the tax treatment of federally declared disasters. Low- and Middle-income housing tax credit. Affordable housing. Private activity bonds. S. 1805, Affordable Housing Bond Enhancement Act. S. 680, DASH Act. H.R. 3238/S. 1557, Affordable Housing Credit Improvement Act. H.R. 7024, Tax Relief for American Families and Workers Act of 2024

Taxation/Internal Revenue Code · 2024 Q3

Proposals related to the tax treatment of education savings. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, IRA rollovers, and extension of the savers credit to encompass 529 contributions. Proposals to enhance workplace access to 529 plans. H.R. 1818/ S. 1561, Aviation Workforce Development Act. H.R. 1477/S. 722, Freedom to Invest in Tomorrow's Workforce Act. H.R. 329, American Workforce Empowerment Act. H.R. 7162/S. 3716, 401Kids Savings Act. H.R. 8915, Education and Workforce Freedom Act.

Taxation/Internal Revenue Code · 2024 Q3

Treatment of 529 plan assets under FAFSA. Issues related to reauthorization of the Higher Education Act.

Education · 2024 Q3

Comprehensive pension and retirement savings legislation. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to paid family, sick, and medical leave. Issues related to lifetime income proposals. Issues related to disclosure of longevity risk. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).

Retirement · 2024 Q3