INVESTMENT COMPANY INSTITUTE for INVESTMENT COMPANY INSTITUTE

Budget/Appropriations BUD

H.R. 5485 - FY 2017 Financial Services and General Government Appropriations Act S. 3067 - FY 2017 Financial Services and General Government Appropriations Act

Contacted: HOUSE OF REPRESENTATIVES; SENATE; Labor, Dept of (DOL)

Bills named: S. 3067 (114th), H.R. 5485 (114th)

Financial Institutions/Investments/Securities FIN

H.R. 1550 - Financial Stability Oversight Council Improvement Act of 2015 (Ross) H.R. 4216 - Consumer Financial Choice and Capital Markets Protection Act (Moore) H.R. 4854 - Supporting America's Innovators Act of 2016 (McHenry) H.R. 5311 - Corporate Governance Reform and Transparency Act of 2016 (Duffy) H.R. 5322 - U.S. Territories Investor Protection Act of 2016 (Velazquez) H.R. 5983 - Financial CHOICE Act of 2016 (Hensarling) S. 1484 - Financial Regulatory Improvement Act of 2015 (Shelby) S. 1802 - Consumer Financial Choice and Capital Markets Protection Act (Toomey) S. 2917 - Commodity End-User Relief Act (Roberts) S. 3092 - Fair Access to Investment Reseach Act of 2016 (Heller) FSOC Review of Asset Management Sector for Potential SIFI Designations Financial Stability Board Exchange-Traded Funds SEC Proposed Rule on Electronic Delivery of Mutual Fund Shareholder Reports SEC Proposed Rule on use of Derivatives by Registered Funds SEC Proposed Rule on Liquidity Risk Management National Market System Plans

Contacted: Labor, Dept of (DOL); HOUSE OF REPRESENTATIVES; SENATE

Bills named: S. 1802 (114th), H.R. 5311 (114th), H.R. 4216 (114th), H.R. 4854 (114th), H.R. 5983 (114th), H.R. 5322 (114th), S. 2917 (114th), H.R. 1550 (114th), S. 3092 (114th), S. 1484 (114th)

Taxation/Internal Revenue Code TAX

H.R. 5184 - Expansion of Rules Related to Investment by Nonresident Aliens in Mutual Funds (Paulsen) H.R. 5731 - SAVE UP Act (Crowley) S. 3338 - Small Business Employee Retirment Savings Act of 2016 (Burr) International Regulated Investment Company Tax-Exemption for Municipal Bond Interest Financial Transaction Tax Preserving Retirement Savings Tax Incentives Impact of Dividends Paid Deduction Proposal on Retirement Plans Derivatives Taxation ABLE Programs

Contacted: SENATE; Labor, Dept of (DOL); HOUSE OF REPRESENTATIVES

Bills named: S. 3338 (114th), H.R. 5731 (114th), H.R. 5184 (114th)

Retirement RET

S. 266 - Retirement Security Act of 2015 (Collins) S. 1317 - Lifetime Income Disclosure Act (Isakson) S. 2472 - American Savings Account Act of 2016 (Merkley) S. 3078 - Retirement Savings Lost and Found Act of 2016 (Warren) Retirement Enhancement Act of 2016 (Hatch) H.R. 557 - Retirement Security Act of 2015 (Buchanan) H.R. 2317 - Lifetime Income Disclosure Act (Messer) H.R. 2656 - Receiving Electronic Statements to Improve Retiree Earnings Act (Polis) H.R. 5450 - American Savings Account Act of 2016 (Huffman) H.R. 5805 - Retirement Savings Lost and Found Act of 2016 (Messer) State-Run Retirement Plans

Contacted: HOUSE OF REPRESENTATIVES; Labor, Dept of (DOL); SENATE

Bills named: H.R. 5805 (114th), S. 3078 (114th), S. 1317 (114th), H.R. 2317 (114th), H.R. 557 (114th), S. 2472 (114th), S. 266 (114th), H.R. 2656 (114th), H.R. 5450 (114th)