INVESTMENT COMPANY INSTITUTE for INVESTMENT COMPANY INSTITUTE

Budget/Appropriations BUD

H.R. 1625 - Consolidated Appropriations Act, 2018

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

Bills named: H.R. 1625 (115th)

Financial Institutions/Investments/Securities FIN

H.R. 2319 - Consumer Financial Choice and Capital Markets Protection Act of 2017 (Rothfus) H.R. 3758 - Senior Safe Act of 2017 (Sinema) H.R. 3857 - Protecting Advice for Small Savers Act of 2017 (Wagner) H.R. 4061 - Financial Stability Oversight Council Improvement Act of 2017 (Ross) H.R. 4279 - Expanding Investment Opportunities Act (Hollingsworth) H.R. 4566 - Alleviating Stress Test Burdens to Help Investors Act (Poliquin) H.R. 4738 - Mutual Fund Litigation Reform Act (Emmer) S. 1117 - Consumer Financial Choice and Capital Markets Protection Act of 2017 (Toomey) S. 2155 - Economic Growth, Regulatory Relief and Consumer Protection Act (Crapo) FSOC Procedures for SIFI Designation of Nonbank Financial Companies Financial Stability Board Electronic Delivery of Mutual Fund Shareholder Reports Derivatives (Definition of US Person) Exchange-Traded Funds US Equity and Fixed Income Market Structure Corporate Governance Volcker Rule Cryptocurrencies

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

Bills named: H.R. 4279 (115th), H.R. 2319 (115th), H.R. 4738 (115th), H.R. 4566 (115th), S. 1117 (115th), H.R. 3758 (115th), S. 2155 (115th), H.R. 3857 (115th), H.R. 4061 (115th)

Taxation/Internal Revenue Code TAX

H.R. 4204 - International Regulated Investment Company Act of 2017 (Marchant) H.R. 4523 - Automatic Retirement Plan Act of 2017 (Neal) H.R. 4524 - Retirement Plan Simplification and Enhancement Act of 2017 (Neal) H.R. 4637 - Small Business Add Value for Employees (SAVE) Act of 2017 (Kind) H.R. 5003 - Reinstatement of Advance Refunding Bonds (Hultgren) H.R. 5282 - Retirement Enhancement and Savings Act of 2018 (Kelly) S. 940 - Shrinking Emergency Account Losses Act of 2017 (Enzi) S. 1005 - Modernization of Derivatives Tax Act of 2017 (Wyden) S. 2526 - Retirement Enhancement and Savings Act of 2018 (Hatch) Preserving Retirement Savings Tax Incentives H.R. 1 Clarifications ABLE Act Treatment of Multiple Distributions

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

Bills named: H.R. 4204 (115th), H.R. 4523 (115th), S. 2526 (115th), H.R. 5282 (115th), H.R. 5003 (115th), H.R. 4637 (115th), H.R. 1 (115th), S. 1005 (115th), S. 940 (115th), H.R. 4524 (115th)

Retirement RET

H.R. 2055 - Lifetime income Disclosure Act (Messer) H.R. 2823 - Affordable Retirement Advice for Savers Act (Roe) H.R. 4158 - Retirement Plan Modernization Act (Walberg) H.R. 4610 - Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act S. 868 - Lifetime Income Disclosure Act (Isakson) S. 1321 - Affordable Retirement Advice Protection Act (Isakson) DOL Fiduciary Rule

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

Bills named: S. 868 (115th), H.R. 2055 (115th), H.R. 4158 (115th), H.R. 2823 (115th), H.R. 4610 (115th), S. 1321 (115th)

Consumer Issues/Safety/Products CSP

H.R. 4686 - 21st Century Competition Commission Act of 2017 (Ellison) S. 1811 - Merger Enforcement Improvement Act (Klobuchar)

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

Bills named: S. 1811 (115th), H.R. 4686 (115th)