CHRIS GASTON

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.

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

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).

Expansion of investment options for 403(b) plans. Issues regarding SEC's liquidity and swing pricing proposal. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 3063/S. 4917, Retirement Fairness for Charities and Educational Institutions Act.

Proposals related to retirement plans for small business. Proposals to reform the multiple employer plan rules. Proposals related to ABLE accounts. Issues related to defined benefit plan funding. Guidance related to nondiscrimination rules for defined contribution plan annuity investment products. Issues related to tax incentives for retirement savings. Issues related to income investment options. Proposals related to electronic disclosure. Plan consolidation. Issues related to PEP trustees. Issues related to audits of groups of plans. Proposals to reform 403(b) plan investments. Proposals to amend the Internal Revenue Code and ERISA to avoid duplicative annual reporting. Issues related to electronic witnessing. Issues related to the Roth catch-up contribution effective date. Proposals related to automatic enrollment grandfather rules. Issues regarding age 18 eligibility. SEC hard close and swing pricing proposal. Proposals related to gig workers. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 1059/S. 1212, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. 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 S. 3305/H.R. 9281, Helping Young Americans Save for Retirement Act

Proposals to reform 403(b) plan investments. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 3063/S. 4917, Retirement Fairness for Charities and Educational Institutions Act.

LINCOLN NATIONAL CORPORATION

EDWARD JONES INVESTMENTS

TRANSAMERICA LIFE INSURANCE COMPANY

EMPOWER RETIREMENT LLC

NATIONWIDE INSURANCE COMPANIES

GIRL SCOUTS OF THE USA

COLLEGE SAVINGS FOUNDATION

LPL FINANCIAL

NATIONAL RURAL ELECTRIC COOPERATIVE ASSN

STATE STREET GLOBAL ADVISORS TRUST COMPANY

RETIREMENT INDUSTRY TRUST ASSOCIATION

AMERICAN BENEFITS COUNCIL