TIAA for TIAA

Insurance INS

Optional Federal Charter Proposal Financial Services Regulatory Reform

Contacted: HOUSE OF REPRESENTATIVES; SENATE; Labor, Dept of (DOL); White House Office; Treasury, Dept of; Securities & Exchange Commission (SEC); Federal Reserve System

Taxation/Internal Revenue Code TAX

Auto-IRA Proposals Saver's Credit Expansion HR 1586 - To impose an additional tax on bonuses received from certain TARP recipients

Contacted: White House Office; SENATE; Federal Reserve System; Labor, Dept of (DOL); HOUSE OF REPRESENTATIVES; Treasury, Dept of; Securities & Exchange Commission (SEC)

Bills named: H.R. 1586 (111th)

Financial Institutions/Investments/Securities FIN

HR 1 - American Recovery and Reinvestment Act of 2009 HR 384 - TARP Reform and Accountability HR 977 - Amend the Commodity Exchange Act HR 1106 - Helping Families Save Their Homes Act of 2009 HR 1664 - To amend the executive compensation provisions of the Emergency Economic Stabilization Act of 2008 to prohibit unreasonable and excessive compensation and compenation not based on performance standards. HR 1728 - Mortgage Reform and Anti-Predatory Lending Act S 360 - A bill to limit compensation to officers and directors of entities receiving emergency economic assistance from the Government Mark-to-Market Accounting Insurers and Financial Stability Government Efforts to Stabilize Financial Markets Regulation of Systemic Risk Stimulus Spending Accountability Mortgage Lending Reform Executive Compensation Sudan Divestment Term Asset-Backed Securities Loan Facility (TALF) Financial Services Regulatory Reform

Contacted: HOUSE OF REPRESENTATIVES; Securities & Exchange Commission (SEC); Treasury, Dept of; Federal Reserve System; Labor, Dept of (DOL); White House Office; SENATE

Bills named: H.R. 1728 (111th), H.R. 384 (111th), H.R. 1 (111th), H.R. 1664 (111th), H.R. 977 (111th), H.R. 1106 (111th)

Retirement RET

S 401 - Defined Contribution Fee Disclosure Act of 2009 Investment Advice Retirement Security Separate Account Prohibited Transaction Exemptions 5500 Reporting Auto-Enroll Auto-Escalate Target Date Funds Fee Transparency Auto-IRA

Contacted: Labor, Dept of (DOL); White House Office; HOUSE OF REPRESENTATIVES; SENATE; Federal Reserve System; Treasury, Dept of; Securities & Exchange Commission (SEC)

Education EDU

HR 1 - American Recovery and Reinvestment Act of 2009 (529 qualified expenses and funding for educational institutions) HR 1351 - Savings Enhancement for Education in College Act

Contacted: Federal Reserve System; White House Office; SENATE; HOUSE OF REPRESENTATIVES; Treasury, Dept of; Labor, Dept of (DOL); Securities & Exchange Commission (SEC)

Bills named: H.R. 1351 (111th), H.R. 1 (111th)