TIAA for TIAA

Retirement RET

Retirement Security as in the following bills: - Senior$afe Act of 2017 (S.223 & H.R.3758) - Lifetime Income Disclosure Act (S.868 and H.R.2055) - Graduate Student Savings Act (S.1379 and H.R.3136) - Savings Enhancement by Alleviating Leakage in 401(k) Savings Act (H.R.2030, S.940, H.R.1, S.1) - Retirement Plan Simplification and Enhancement Act (H.R.4524) - RETIRE Act (H.R.4610) - Small Businesses Add Value for Employees Act (SAVE Act) (H.R.4637) - Increasing Access to a Secure Retirement Act of 2017 Bill Text (H.R.4604) - Automatic Retirement Plan Act of 2017 (H.R.4523) - Portability of Lifetime Income and Managed Account Options (H.R.3910) - Retirement Security for American Workers Act (H.R.854) - Retirement Security Act of 2017 (S.1383) DOL & SEC Fiduciary Proposals Providing Lifetime Income Illustrations on Retirement Benefit Statements Defined Contribution Retirement Plan Design and Modernization Fiduciary Concerns Related to Advice and Education in Retirement Plans Stretch IRA Electronic Delivery of Plan Documents Tax Reform Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Qualified Default Investment Alternatives (QDIA) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Portability of Annuities in Defined Contribution Plans

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

Bills named: H.R. 2055 (115th), H.R. 3758 (115th), H.R. 4604 (115th), H.R. 3136 (115th), H.R. 4523 (115th), S. 1383 (115th), S. 1379 (115th), H.R. 4524 (115th), H.R. 3910 (115th), S. 940 (115th), S. 868 (115th), S. 1 (115th), H.R. 2030 (115th), H.R. 854 (115th), H.R. 4637 (115th), H.R. 1 (115th), H.R. 4610 (115th), S. 223 (115th)

Financial Institutions/Investments/Securities FIN

Financial Regulatory Reform as in the following bill: - Economic Growth, Regulatory Relief, and Consumer Protection Act (S.2155) Federal Reserve Supervision of Savings and Loan Holding Companies Dodd-Frank Wall Street Reform and Consumer Protection Act in regards to: - Systemic Risk Designation - Volcker Rule Name Sharing Prohibition Asset Manager SIFI Designation as in the following bill: - Financial Stability Oversight Council Improvement Act of 2017 (H.R.4061) FDIC Treatment of Brokered Deposits Muni-Bonds as HQLA Section 11 of the Home Owners Loan Act Consumer Financial Choice and Capital Markets Protection Act of 2017 (H.R.2319) International Insurance Standards Act of 2017 (H.R.4537)

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

Bills named: H.R. 4537 (115th), S. 2155 (115th), H.R. 4061 (115th), H.R. 2319 (115th)

Taxation/Internal Revenue Code TAX

Tax Reform included in H.R.1 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Structure of the Defined Contribution System (Retirement Plan Consolidation) Preserving the Tax Treatment of Municipal Bonds Net Interest Expense Deduction Net Operating Losses Foreign Tax Credit (FTC) Transition Provisions Reserve Deductions Deferred Acquisition Costs Immediate Expensing of Assets Relaxation of Subpart F Rules Compensation Deduction Limits Consolidated Return Rules for Life Companies Capital Loss Limitations Dividend Received Deduction

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

Bills named: H.R. 1 (115th)