EM
At a glance
Registered since
2024
Senate LDA system
Clients
1
last 3 years
Filings
4
6 agencies contacted
Activity
filings by quarter
Works on
Specific issues
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Defined Contribution Retirement Plan Design and Modernization Lifetime Income in Qualified Default Investment Alternatives (QDIA) Access to Workplace Retirement Plans Tax-deferred treatment of retirement plans Post SECURE 2.0 Implementation Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lifetime Income for Employees Act (H.R. 3942) Auto Reenroll Act of 2023 (H.R. 4924, S. 2517) Automatic IRA Act of 2024 (H.R. 7293) 401Kids Savings Act (S. 3716, H.R. 7162) Helping Young Americans Save for Retirement Act (H.R. 9281, S. 3305) Retirement Investment in Small Employers Act (H.R. 6007, S. 4398)
ESG Investing Closed End Funds Increasing Investor Opportunities Act (H.R. 4262) and related amendments Retirement Fairness for Charities and Educational Institutions Act (H.R. 3063, S. 4917) and related amendments Data Privacy Issues pertaining to the ownership of agricultural land. Issues pertaining to green bonds/sovereign green bonds.
Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lowering Costs for Caregivers Act of 2023 (H.R. 7222, S. 3254) Expanded Student Savers Tax Credit Act (H.R. 2641) Automatic IRA Act of 2024 (H.R. 7293) Low-Income Housing Tax Credit (LIHTC) and related legislation Tax-deferred treatment of retirement plans Credit for Caring Act of 2024 (H.R. 9281, S. 3305) Helping Young Americans Save for Retirement Act (H.R. 9281, S. 3305) Retirement Investment in Small Employers Act (H.R. 6007, S. 4398)
Issues pertaining to the availability and affordability of insurance for affordable housing properties. Issues pertaining to affordable housing, generally.
Issues pertaining to the ownership of agricultural land.
Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Defined Contribution Retirement Plan Design and Modernization Lifetime Income in Qualified Default Investment Alternatives (QDIA) Access to Workplace Retirement Plans Tax-deferred treatment of retirement plans Post SECURE 2.0 Implementation SEC Proposed Rule, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 6772) Lifetime Income for Employees Act (H.R. 3942) Auto Reenroll Act of 2023 (H.R. 4924, S. 2517) Automatic IRA Act of 2024 (H.R. 7293) 401Kids Savings Act (S. 3716, H.R. 7162) Helping Young Americans Save for Retirement Act (H.R. 9281, S. 3305) Retirement Investment in Small Employers Act (H.R. 6007, S. 4398)