TIAA for TIAA

Retirement RET

Retirement Security as in the following bills: - Automatic Retirement Plan Act (reintroduced as part of the Build Back Better Act) - Retirement Security and Savings Act (S. 1770) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) - The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) - Securing a Strong Retirement Act (H.R. 2954) - Lifetime Income for Employees Act (Not yet reintroduced) - Expanding Access to Retirement Savings for Family Caregivers Act (H.R. 3644) - Enhancing Emergency and Retirement Savings Act (S. 1870) - Financial Factors in Selecting Retirement Plan Investments Act (S. 1762/ H.R. 3387) - Womens Pension Protection Act (S. 2446) 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 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 Infrastructure Student Loans Remote Notarization General Account Products CARES Act ESG Investments Proxy Voting Emergency Savings Build Back Better Act

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

Bills named: H.R. 3387 (117th), H.R. 2917 (117th), H.R. 2954 (117th), S. 2446 (117th), S. 1870 (117th), S. 1770 (117th), S. 1443 (117th), H.R. 3644 (117th), H.R. 1994 (117th), S. 1762 (117th)

Financial Institutions/Investments/Securities FIN

Federal Reserve Supervision of Savings and Loan Holding Companies Asset Manager SIFI Designation FDIC Treatment of Brokered Deposits Section 11 of the Home Owners Loan Act Proxy Advisory Firms/Corporate Governance Data Privacy Legislation Reg BI ESG Disclosure Simplification Act of 2021 (H.R. 1187) Housing Finance Reform Diversity and Inclusion CARES ACT American Rescue Plan (H.R. 1319) Paycheck Protection Program ESG Investing Form 13F E-SIGN Modernization Warehouse Lending Climate Change Closed End Funds Renewable Fuel Standard/Biofuels Increasing Investor Opportunities Act (H.R. 4262) Build Back Better Act

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

Bills named: H.R. 1319 (117th), H.R. 4262 (117th), H.R. 1187 (117th)

Taxation/Internal Revenue Code TAX

Tax Reform Included in the Tax Cuts and Jobs Act 529 Plans Preserving Tax-Deferred Treatment of Defined Contribution Plans Preserving the Tax Treatment of Municipal Bonds Infrastructure Investment by Life Insurers The Setting Every Community Up for Retirement Enhancement Act (H.R. 1994) Student Loans - American Rescue Plan (H.R. 1319) - Retirement Parity for Student Loans Act (H.R. 2917 & S. 1443) Employer Participation in Repayment Act Health Savings Accounts (HSAs) - Pandemic Healthcare Access Act (H.R. 295) - Personalized Care Act of 2021 (S. 153 and H.R. 725) Remote Notarization - SECURE Notarization Act (H.R. 3962/S. 1625) General Account Products CARES Act 7702/Ordinary Tax Treatment for Bonds Emergency Savings Build Back Better Act

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

Bills named: H.R. 295 (117th), S. 1443 (117th), H.R. 1319 (117th), H.R. 725 (117th), H.R. 3962 (117th), S. 1625 (117th), H.R. 1994 (117th), H.R. 2917 (117th), S. 153 (117th)