MICHAEL HADLEY

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.

Proposals related to retirement plan enhancements. Tax incentives for retirement savings. Issues related to artificial intelligence. H.R. 7293, Automatic IRA Act of 2024

Proposals to expand 403(b) plan investment options. H.R. 1807/S. 3815 Improving Disclosure for Investors Act H.R. 3063/S. 4917, Retirement Fairness for Charities and Educational Institutions Act

Proposals related to PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Requirement for paper statements under ERISA. Proposals related to nondiscrimination testing of pension plans. Proposals related to defined benefit plan administration. Proposals related to Code Section 415 limit. Proposals related to employee tax credit for employer retirement contributions. Issues related to Internal Revenue Code Section 415. Issues related to Roth catch-up contribution effective date. Proposals related to automatic enrollment grandfather rules. H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). H.R.6738, Retirement Tax Credit Parity for Cooperatives and Charities 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. 8818, American Privacy Rights Act.

Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creation of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Issues related to the Department of Labor's regulation defining fiduciary. Proposals related to emergency savings accounts. Qualified plan issues. Proposals related to 401(h) surplus. Proposals related to self correcting inadvertent plan errors. Proposals that would consolidate various retirement and IRA types. Proposals related to annuity incentives. Proposals to reform 403(b) plan investments. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Proposals related to ETFs and variable annuities. Issues related to SEC's liquidity and swing pricing proposal. Proposals regarding the portability of retirement savings. Issues related to Roth catch-up contribution effective date. 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. 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, Auto IRA Act of 2024

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