LYNN DUDLEY

ERISA Preemption State-run IRA programs Technical Corrections to SECURE 2.0 Automatic Re-enrollment for defined contribution plan participants and reducing the participation age to 18 Collective Investment Trusts and insurance company separate accounts for use in 403(b) plans Pleading standards required in litigation Defined benefit pension plans and defined contribution plan issues; pension plan de-risking Retiree health benefits Notices and disclosures for retirement plans Tax incentives and tax treatment of retirement plan benefits Retirement savings and independent contractors and gig workers Investment advice fiduciary rule affecting retirement plans Audits of retirement plans Information Collection Request (ICR) regarding missing and unresponsive retirement plan participants Roth retirement plan catch-up contributions and Roth optional matching and non-elective contributions guidance SECURE 2.0 guidance Pension Benefit Guaranty Corporation (PBGC) treatment of overfunded defined benefit pension plans and other accounts Student Loan deemed matching contributions Emergency savings programs connected to retirement accounts Facilitating rollovers of retirement plan accounts to the plan of a new employer American Privacy Rights Act (H.R. 8818) Rep. McMorris-Rodgers Request for Guidance on Form 5330 Required Minimum Distributions proposed guidance PBGC premiums - legislative proposal for reform

Technical corrections to SECURE 2.0 Automatic re-enrollment for defined contribution plan participants and reducing the participation age to 18 Collective Investment Trusts (CITs) and insurance company separate accounts for IRC Section 403(b) plans Pleading standards and retirement plan litigation ERISA preemption, state run automatic-IRA programs Defined benefit and defined contribution plan issues Tax incentives treatment of retirement plans Retiree health benefits Retirement savings and independent contractors and gig workers Pension plan de-risking American Privacy Rights Act Fiduciary rule affecting retirement plans Retirement plan audits Information Collection Request (ICR) regarding missing plan participants Roth catch-up and Roth optional provisions guidance SECURE 2.0 guidance Basel III endgame, treatment of reserves of financial institutions and its impact on pension and retirement plans Pension Benefit Guaranty Corporation (PBGC) premiums and treatment of overfunded defined benefit plans and other accounts Notices and disclosures for retirement plans Emergency savings programs H.R. 7293, the Automatic IRA Act; H.R. 6007, S. 4398, the RISE Act Cybersecurity Predictive Data Analytics

Technical corrections to SECURE 2.0 Automatic re-enrollment for defined contribution plans; and legislation to reduce retirement plan participation age to 18 from 21 Collective Investment Trusts (CITs) and insurance company separate accounts for section 403(b) plans Enforcement of pleading standards for retirement plan litigation Defined Benefit Plan issues: de-risking pensions, PBGC premiums, retiree health accounts, overfunded pension plans, distributions to participants, ways to encourage pension plan formation Defined Contribution Plan issues ERISA preemption issues State automatic IRA programs impacting sponsors of private sector retirement plans and their employees benefits Fiduciary Rule, Retirement Income Security Rule, Definition of Investment Advice Fiduciary Retirement plan audits, Congressional oversight issues ROTH Catch-up provision delay guidance SECURE 2.0 guidance Long-term-Part-time (LTPT) employee guidance Automatic Portability for Retirement Accounts Qualified Professional Asset Manager (QPAM) amendment Basel III Endgame, Treatment of reserves by financial institutions and its effect on pension and retirement plans Defined Benefit Pension Plan proposals

AMERICAN BENEFITS COUNCIL

AMERICAN BENEFITS COUNCIL

AMERICAN BENEFITS COUNCIL