BK
At a glance
Registered since
2024
Senate LDA system
Clients
1
last 3 years
Filings
4
2 agencies contacted
Activity
filings by quarter
Works on
Specific issues
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 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, Retirement Fairness for Charities and Educational Institutions Act of 2023; H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).