Retirement: Savings Initiatives/IRAs
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
(Items in italic are available only to Council members.)
Official Source Documents
February 16, 2012 — Automatic IRA Act (H.R. 4049)
September 14, 2011 — Official Summary of the Automatic IRA Act (S. 1557)
September 14, 2011 — Automatic IRA Act (S. 1557)
August 10, 2010 — Summary of Automatic IRA Act of 2010 (H.R. 6099) (Neal)
August 10, 2010 — Automatic IRA Act of 2010 (H.R. 6099) (Neal)
August 6, 2010 — Automatic IRA Act (S. 3760) (Bingaman)
August 6, 2010 — Official Summary of the Automatic IRA Act (S. 3760)
January 25, 2010 — Fact Sheet: Obama Middle Class Reform Proposals, Including Savings Initiatives
April 2, 2008 — The Savings for American Families' Future Act (Pomeroy)
April 2, 2008 — Short Summary of The Savings for American Families' Future Act (Pomeroy)
March 6, 2008 — Women's Retirement Security Act (H.R. 5543)
January 29, 2008 — Small Businesses Add Value for Employees (SAVE) Act of 2008 (H.R. 5160)(Kind)
May 3, 2007 — Automatic IRA Act (H.R. 2167)
April 18, 2007 — Automatic IRA Act (S. 1141)
June 6, 2008 — GAO Report: Individual Retirement Accounts: Government Actions Could Encourage More Employers to Offer IRAs to Employees
May 3, 2007 — Women's Retirement Security Act (S. 1288)
May 3, 2007 — Official Summary of the Women's Retirement Security Act (S. 1288)
September 27, 2006 — Automatic IRA Act (S. 3952)
September 27, 2006 — Women's Retirement Security Act (S. 3951)
September 22, 2006 — Official Summary of the Women and Retirement Security Bill
Council Materials
August 12, 2010 — Comparison of House and Senate Automatic IRA Acts of 2010 (H.R. 6099/S. 3760) (Courtesy of Davis & Harman LLP)
February 26, 2010 — Multi-Industry America Saves Week Letter to Congress
August 5, 2008 — Council/Chamber Letter in Support of H.R. 5160
June 20, 2008 — Comparison Chart of Leading Retirement Coverage Proposals (Prepared by Davis & Harman, LLP)
September 6, 2006 — Chart Summarizing Key IRA and 529 College Savings Plan-Related Provisions of the Pension Protection Act
Official Source Documents
February 26, 2009 — Obama Budget Outline Description of Retirement Savings Initiatives
Council Materials
Council testimony: employer retirement plan sponsors play critical role in providing lifetime income security
Setpember 14, 2010
Council urges flexibility and innovation for employer-sponsored retirement plans to meet lifetime income needs
June 16, 2010
Pension Reform · Cash Balance Plans · Misc. Retirement · 401(k)/DC Plan Reform
Health
Health Care Reform (PPACA), General & Misc. Items
- Employer Shared Responsibility
- Market Reforms & Adult Child/Age-26 Coverage
- Preventive Care & Value-Based Design
- Quality Improvement & Delivery Reform
- Essential Benefits
- Tax & Revenue Issues
- Grandfathered Plans
- Claims and Appeals
- Summary of Benefits & Coverage
- Informational Reporting/W2
- Health Insurance Exchanges
- State Innovation
- Medical Loss Ratio & Mini-Med Plans
- Automatic Enrollment
- Wellness Programs
- Accountable Care Organizations
- Non-Discrimination
- 90-Day Waiting Periods
Consumer-Directed Plans (HSAs/FSAs/HRAs)
Health Information Technology & HIPAA Privacy
Retirement
Defined Contribution/ 401(k) Plan Reform
- Automatic Enrollment
- Investments
- Plan fees
- Taxation of Retirement Plans/Limits
- Funding Reform
- PBGC Deficit & Premiums
- Business Conduct Standards
Retirement Plan Administration
Other Issues
Tax Reform, Deficit Reduction & Federal Budget
- FACTA Issues
- FBAR Issues
- Puerto Rico Plans
- Non-Qualified Deferred Compensation
- Code Section 409(A), 457(A), 162(m) issues
- Say-on-Pay
