TIAA for TIAA

Financial Institutions/Investments/Securities FIN

Federal Reserve Supervision of Savings and Loan Holding Companies as in the following bill: - State Insurance Regulation Preservation Act (H.R.5059) Dodd-Frank Wall Street Reform and Consumer Protection Act in regards to: - Systemic Risk Designation 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 (H.R.3070) 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) Proxy Advisory Firms/Corporate Governance - Corporate Governance Fairness Act (S.3614) Data Privacy Legislation - Data Care Act of 2018 (S.3744)

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

Bills named: S. 3744 (115th), H.R. 4061 (115th), H.R. 5059 (115th), S. 3614 (115th), H.R. 2319 (115th), H.R. 4537 (115th), H.R. 3070 (115th)

Taxation/Internal Revenue Code TAX

Tax Reform included in Tax Cuts and Jobs Act 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 Compensation Deduction Limits Dividend Received Deduction Retirement Enhancement and Savings Act (S.2526, H.R.5282) Safe Harbor for Plan Sponsors Selecting Annuity Providers on Plan Menus Family Savings Act (H.R.6757) Retirement, Savings, and Other Tax Relief Act of 2018 (H.R.88)

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

Bills named: H.R. 5282 (115th), S. 2526 (115th), H.R. 6757 (115th), H.R. 88 (115th)

Retirement RET

Retirement Security as in the following bills: - Lifetime Income Disclosure Act (S.868, H.R.2055) - Graduate Student Savings Act (S.1379, 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) - Receiving Electronic Statements to Improve Retiree Earnings Act (H.R.4610, S.3795) - 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) - Retirement Enhancement and Savings Act (S.2526, H.R.5282) - Family Savings Act (H.R.6757) - Retirement Security and Savings Act of 2018 (S.3781) - Portable Retirement and Investment Account Act of 2018 (H.R.6990) - Retirement, Savings, and Other Tax Relief Act of 2018 (H.R.88) - Retirement Parity for Student Loans Act (S.3771) 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 Automatic IRA/401(k) Retirement Plans Collective Investment Trusts in 403(b) Plans Multiple Employer Plans Treasury and IRS Proposed Regulations on Hardship Distribution Changes DOL Proposed Rule on Association Retirement Plans

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

Bills named: H.R. 2030 (115th), H.R. 5282 (115th), H.R. 4637 (115th), H.R. 2055 (115th), H.R. 4523 (115th), S. 3781 (115th), H.R. 88 (115th), H.R. 3136 (115th), H.R. 6990 (115th), S. 1379 (115th), H.R. 3910 (115th), S. 868 (115th), S. 1383 (115th), H.R. 4524 (115th), H.R. 4610 (115th), S. 2526 (115th), S. 3771 (115th), H.R. 854 (115th), H.R. 4604 (115th), S. 1 (115th), H.R. 6757 (115th), H.R. 1 (115th), S. 940 (115th), S. 3795 (115th)