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Retirement: Investment Advice - Archive

Legislative — proposals, bills and analysis from the 109th and 110th Congresses (2006-present)
Regulatory — administrative rules and information from U.S. offices and agencies
Judicial — current and past court cases and amicus briefs
Press Releases — Council statements and advisories to the news media
For More Information — contact information for Council staff
Investment Advice

Official Source Documents

October 1, 2003 — Draft Language of Retirement Security Advice Act (Enzi)

April 10, 2002 — Legislation Providing Employer Tax Credit for Provision of Unaffiliated Investment Advice (S. 2087) (Bingaman/Collins)

March 1, 2002 — Retirement Security Advice Act of 2002 (S. 1978) (Hutchinson)

November 13, 2001 — Text of the Bingaman Independent Investment Advice Act (S. 1677).

November 13, 2001 — Description of the Bingaman Independent Investment Advice Act (S. 1677).

November 7, 2001 — Text of Ways & Means Chairman Thomas's Substitute to H.R. 2269

November 6, 2001 — Joint Tax Description of Ways & Means Chairman Thomas's Substitute to H.R. 2269

November 7, 2001 — Letter from Treasury and Commerce Secretaries Supporting H.R. 2269

October 3, 2001 — Bush Administration Letter Supporting Chairman's Mark of the Retirement Security Advice Act (H.R. 2269)

October 3, 2001 — Text of Andrews Substitute to the Boehner Retirement Security Advice Act (H.R. 2269)

October 2, 2001 — Text of Chairman Boehner's Mark of the Retirement Security Advice Act (H.R. 2269)

June 21, 2001 — Retirement Security Advice Act (H.R. 2269)

June 26, 2000 — Summary of Retirement Security Advice Act of 2000

June 26, 2000 — Statement of John Boehner (R-OH) on the Introduction of the Retirement Security Advice Act

Council Materials

November 7, 2001 — Comparative Chart Reflecting Ways & Means Changes to H.R. 2269

October 4, 2001 — Chart Comparing the Boehner Mark and the Andrews Substitute of the Retirement Security Advice Act (H.R. 2269)

June 18, 2001 — Council Letter Supporting the Boehner Retirement Security Advice Act

July 18, 2000 — APPWP Letter Supporting the Retirement Security Advice Act of 2000 (H.R. 4747)

Official Source Documents

December 19, 2001 — Labor Department Press Release on Issuance of Investment Advice Advisory Opinion 2001-09A

December 14, 2001 — Labor Department Advisory Opinion 2001-09A Regarding Investment Advice

                                                                                                        

Council Materials

                                                                                                        

Official Source Documents

                                                                                                        

Council Materials

                                                                                                        

June 21, 2001 — Council Lauds Boehner Retirement Advice Bill

                                                                                                        

                                                                                                        
Paul Dennett, Council vice president, health policy

Kathryn Wilber, Council health policy legal counsel

U.S. Department of Labor


                                                                                                                                                                                                                             

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