AMERICAN BENEFITS COUNCIL for AMERICAN BENEFITS COUNCIL
What was lobbied
2 issue areas, each in the filer's own words, with who lobbied on it and where.
Retirement RET
Technical corrections to SECURE 2.0 Automatic re-enrollment for defined contribution plans; and legislation to reduce retirement plan participation age to 18 from 21 Collective Investment Trusts (CITs) and insurance company separate accounts for section 403(b) plans Enforcement of pleading standards for retirement plan litigation Defined Benefit Plan issues: de-risking pensions, PBGC premiums, retiree health accounts, overfunded pension plans, distributions to participants, ways to encourage pension plan formation Defined Contribution Plan issues ERISA preemption issues State automatic IRA programs impacting sponsors of private sector retirement plans and their employees benefits Fiduciary Rule, Retirement Income Security Rule, Definition of Investment Advice Fiduciary Retirement plan audits, Congressional oversight issues ROTH Catch-up provision delay guidance SECURE 2.0 guidance Long-term-Part-time (LTPT) employee guidance Automatic Portability for Retirement Accounts Qualified Professional Asset Manager (QPAM) amendment Basel III Endgame, Treatment of reserves by financial institutions and its effect on pension and retirement plans Defined Benefit Pension Plan proposals
| Lobbyist | Covered position, as disclosed |
|---|---|
| LYNN DIEHL DUDLEY | — |
| DIANN HOWLAND | Pension Policy Director for the Senate Health Education Labor and Pensions Committee, Pension Policy Advisor of the Senate Finance Committee |
| JAMES KLEIN | — |
| JILL RANDOLPH | — |
Health Issues HCR
Health Savings Accounts (HSAs), Bipartisan HSA Improvement Act, HSA Modernization Act Telehealth Expansion. Making permanent telehealth benefits for use by employer plans offering telehealth services on a pre-deductible basis for HSA-eligible High Deductible Health Plans Chronic Disease Management Coverage ERISA Preemption issues affecting health benefit plans Cost Transparency and Competition in Health Care. Lower Costs, More Transparency Act, PBM reform, Prescription drug pricing and transparency, Pharmacy Benefit Manager Reform Act, Health Care Price Transparency Act Preventive Health Savings Act Site-Neutral Health Care Payment Reform Dialysis Coverage/End Stage Renal Disease Surprise Medical Billing Guidance and Implementation, including Independent Dispute Resolution Paid Family and Medical Leave. On-going legislative activity Definition of essential health benefits (EHBs) under the Proposed 2025 Notice of Benefit and Payment Parameters Medicare Part D Redesign following the Inflation Reduction Act; Proposed Medicare Part D Redesign Program instructions for 2025 Reallocation of excess assets in Voluntary Employees Beneficiary Associations (VEBAs)
| Lobbyist | Covered position, as disclosed |
|---|---|
| DIANN HOWLAND | Pension Policy Director for the Senate Health Education Labor and Pensions Committee, Pension Policy Advisor of the Senate Finance Committee |
| KATHRYN JOHNSON | Attorney advisor, Office of Benefits Tax Counsel at the U.S. Department of Treasury; attorney, Office of Chief Counsel at the Internal Revenue Service |
| JAMES KLEIN | — |
| JILL RANDOLPH | — |
| ILYSE SCHUMAN | Senate HELP Committee, Chief Labor Counsel, Minority Staff Director |
Shown as published by the Senate Office of Public Records and the House Clerk under the Lobbying Disclosure Act. The official filing is the record; open it for the full form.