INVESTMENT COMPANY INSTITUTE for INVESTMENT COMPANY INSTITUTE

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 Businesses Add Value for Employees Act of 2017 (Kind) H.R. 5282 - Retirement Enhancement and Savings Act of 2018 (Kelly) H.R. 6250 - Skills Investment Act of 2018 (Kilmer) H.R. 6444 - Capital Gains Inflation Relief Act (Nunes) H.R. 6757 - Family Savings Act of 2018 (Kelly) H.R. 6990 - Portable Retirement and Investment Account Act of 2018 (Himes) S. 2526 - Retirement Enhancement and Savings Act of 2018 (Hatch) S. 2688 - Capital Gains Inflation Relief Act (Cruz) S. 3145 - Skills Investment Act of 2018 (Klobuchar) S. 3197 - SIMPLE Plan Modernization Act (Collins) S. 3218 - Strengthening Financial Security through Short-term Savings Accounts Act (Heitkamp) S. 3219 - Small Business Employees Retirement Enhancement Act (Cotton) S. 3221 - Retirement Security Flexibility Act of 2018 (Young) Preserving Retirement Savings Tax Incentives H.R. 1 Clarifications 529 Plans Tax Exemption for Municipal Bond Interest

Contacted: HOUSE OF REPRESENTATIVES; SENATE; Securities & Exchange Commission (SEC); Treasury, Dept of; White House Office

Bills named: H.R. 4204 (115th), S. 3221 (115th), H.R. 4524 (115th), S. 2688 (115th), H.R. 6444 (115th), H.R. 6757 (115th), H.R. 4637 (115th), S. 2526 (115th), H.R. 6990 (115th), H.R. 6250 (115th), H.R. 1 (115th), H.R. 4523 (115th), S. 3145 (115th), S. 3197 (115th), S. 3218 (115th), S. 3219 (115th), H.R. 5282 (115th)

Retirement RET

H.R. 854 - Retirement Security for American Workers Act (Buchanan) H.R. 2055 - Lifetime Income Disclosure Act (Messer) H.R. 4158 - Retirement Plan Modernization Act (Walberg) H.R. 4610 - Receiving Electronic Statements to Improve Retiree Earnings Act (Polis) S. 868 - Lifetime Income Disclosure Act (Isakson)

Contacted: HOUSE OF REPRESENTATIVES; Treasury, Dept of; Securities & Exchange Commission (SEC); White House Office; SENATE

Bills named: S. 868 (115th), H.R. 854 (115th), H.R. 4610 (115th), H.R. 4158 (115th), H.R. 2055 (115th)

Financial Institutions/Investments/Securities FIN

H.R. 2319 - Consumer Financial Choice and Capital Markets Protection Act of 2017 (Rothfus) H.R. 4015 - Corporate Governance Reform and Transparency Act of 2017 (Duffy) H.R. 4061 - Financial Stability Oversight Council Improvement Act of 2017 (Ross) S. 488 - JOBS and Investor Confidence Act of 2018 S. 1117 - Consumer Financial Choice and Capital Markets Protection Act of 2017 (Toomey) S. 1744 - Brokaw Act (Baldwin) S. 2756 - Fair Investment Opportunities for Professional Experts Act (Tillis) FSOC Procedures for SIFI Designation of Nonbank Financial Companies Electronic Delivery of Mutual Fund Shareholder Reports Exchange-Traded Funds SEC Best-Interest Standard for Broker-Dealers Volcker Rule Cryptocurrencies

Contacted: HOUSE OF REPRESENTATIVES; White House Office; Securities & Exchange Commission (SEC); Treasury, Dept of; SENATE

Bills named: S. 1744 (115th), S. 2756 (115th), H.R. 2319 (115th), S. 488 (115th), H.R. 4061 (115th), S. 1117 (115th), H.R. 4015 (115th)

Budget/Appropriations BUD

H.R. 6258 - Financial Services and General Government Appropriations, 2019 S. 3107 - Financial Services and General Government Appropriations, 2019

Contacted: HOUSE OF REPRESENTATIVES; White House Office; SENATE; Securities & Exchange Commission (SEC); Treasury, Dept of

Bills named: H.R. 6258 (115th), S. 3107 (115th)

Consumer Issues/Safety/Products CSP

H.R. 6743 - Consumer Information Notification Requirement Act (Luetkemeyer) S. 1811 - Merger Enforcement Improvement Act (Klobuchar)

Contacted: Securities & Exchange Commission (SEC); White House Office; SENATE; Treasury, Dept of; HOUSE OF REPRESENTATIVES

Bills named: H.R. 6743 (115th), S. 1811 (115th)