TIAA for TIAA

Financial Institutions/Investments/Securities FIN

S 1430/HR 2347 - To authorize State and local governments to direct divestments from, and prevent investments in, companies with investments of $20,000,000 or more in Iran's energy sector; Argentina debt default S 970 - To impose sanctions on Iran and on Russia for assisting Iran in developing a nuclear program. HR 1427 - Federal Housing Finance Reform Act HR 556 - National Security Foreign Investment Reform and Strengthened Transparency Act of 2007 HR 2586 - Securities & Exchange Commission Authority Restoration Act of 2007 HR 1400 - To enhance United States diplomatic efforts with respect to Iran by imposing additional economic sanctions against Iran Regulation R guidance (File No. S7-22-06/Docket No. R-1274) HR 3185 - The "401(k) Fair Disclosure for Retirement Security Act of 2007" HR 3765 - Defined Contribution Plan Fee Transparency Act of 2007 S 2473 - Defined Contribution Fee Disclosure Act of 2007 HR 3915 - Mortgage Reform & Anti-Predatory Lending Act HR 5723 - Emergency Student Loan Market Liquidity Act S 2847 - Emergency Student Loan Market Liquidity Act HR 5579 - The Emergency Mortgage Loan Modification S 2133 - Homeowners' Mortgage and Equity Savings Act of 2007 S 2136 - Helping Families Save Their Homes in Bankruptcy Act of 2007 S 2338 - FHA Modernization Act of 2007 HR 1852 - Expanding American Homeownership Act of 2007 S 3125/HR 6049 - Renewable Energy and Job Creation Act S 1430 - Iran Sanctions Enabling Act S 3227 - Iran Sanctions Act of 2008

Contacted: White House Office; SENATE; State, Dept of (DOS); Commerce, Dept of (DOC); Treasury, Dept of; HOUSE OF REPRESENTATIVES; Labor, Dept of (DOL); Education, Dept of; Securities & Exchange Commission (SEC); Office of Management & Budget (OMB); Federal Reserve System

Bills named: H.R. 3185 (110th), H.R. 5723 (110th), H.R. 2586 (110th), H.R. 1852 (110th), H.R. 1427 (110th), H.R. 1400 (110th), H.R. 3765 (110th), H.R. 556 (110th), H.R. 6049 (110th), H.R. 2347 (110th), H.R. 5579 (110th), H.R. 3915 (110th)

Taxation/Internal Revenue Code TAX

HR 878/S 601 - Simplification through additional Reporting Act; HR 2834 - To amend the IRS Code of 1986 to treat income received by partners for performing investment management services as ordinary income received for the performance of services; HR 2136/S 681 - Stop Tax Haven Abuse Act; Carried interest; Education and college savings tax issues HR 2419 - Farm, Nutrition, and Bioenergy Act of 2007 S 1624 - A bill to amend the Internal Revenue Code of 1986 to provide that the exception from the treatment of publicly traded partnerships as corporations for partnerships with passive-type income shall not apply to partnerships directly or indirectly deriving income from providing investment adviser and related asset management services. Tax treatmentof 529 college savings plans. HR 3970 - Tax Reduction and Reform Act HR 3996 - Tax Increase Prevention Act of 2007 HR 5140 - Recovery Rebates and Economic Stimulus for the American People Act of 2008 HR 3221 - New Direction for Energy Independence, National Security and Consumer Protection Act HR 1820/S 1556 - Tax Equity for Domestic Partner & Health Plan Beneficiaries Act S 2797 - Senior Protection Act of 2008 HR 5720 - Housing Assistance Tax Act S 2866 - Deferred Compensation bill HR 6081 - The Heroes Earnings Assistance and Relief Tax Act of 2008

Contacted: Treasury, Dept of; Education, Dept of; Commerce, Dept of (DOC); SENATE; Securities & Exchange Commission (SEC); White House Office; Office of Management & Budget (OMB); HOUSE OF REPRESENTATIVES; State, Dept of (DOS); Labor, Dept of (DOL); Federal Reserve System

Bills named: H.R. 2419 (110th), H.R. 6081 (110th), H.R. 3221 (110th), H.R. 2136 (110th), H.R. 3970 (110th), H.R. 5140 (110th), H.R. 2834 (110th), H.R. 878 (110th), H.R. 5720 (110th), H.R. 1820 (110th), H.R. 3996 (110th)

Retirement RET

HR 2167/S 1141 - Automatic IRA Act of 2007; HR 1419/S 819 - Public Good IRA Rollover Act of 2007; S 1288 - Women's Retirement Security Act of 2007; 403(b) regulatory guidance (RIN 1545-BB64/REG-155608-02); S 1010 - Retirement Security of Life Act of 2007; Retiree healthcare issues; Default investment alternatives (RIN 1210-AB10); Investment advice; International pension issues HR 5160 - SAVE Act of 2008 HR 3361/S 1974 - Pension Protection Technical Corrections Act of 2007 DOL Plan Fee Disclosure proposed regulations on 408(b)(2) - RIN 1210-AB08 HR 6142 - Pension Protection Act Technical bill S 2794 - Senior Investor Protection Act Easy 401(k) Plan issues Roth 457(b) issues

Contacted: State, Dept of (DOS); Commerce, Dept of (DOC); Securities & Exchange Commission (SEC); White House Office; Labor, Dept of (DOL); Federal Reserve System; Office of Management & Budget (OMB); Education, Dept of; SENATE; HOUSE OF REPRESENTATIVES; Treasury, Dept of

Bills named: H.R. 3361 (110th), H.R. 5160 (110th), H.R. 2167 (110th), H.R. 1419 (110th), H.R. 6142 (110th)

Insurance INS

HR 3200/S 40 - National Insurance Act of 2007 - Optional Federal Charter proposals HR 5611 - National Association of Registered Agents and Brokers Reform Act of 2008 (NARAB II) HR 5840 - Insurance Information Act

Contacted: Labor, Dept of (DOL); State, Dept of (DOS); Federal Reserve System; White House Office; HOUSE OF REPRESENTATIVES; Commerce, Dept of (DOC); Treasury, Dept of; Office of Management & Budget (OMB); SENATE; Education, Dept of; Securities & Exchange Commission (SEC)

Bills named: H.R. 5840 (110th), H.R. 5611 (110th), H.R. 3200 (110th)

Education EDU

HR 2669 - College Cost Reduction Act; HR 4137 - College Opportunity and Affordability Act; S 1642 - Higher Education Amendments; HR 2272/S 761 - American COMPETES Act; Budget proposals regarding 529 college savings plans; Higher education savings tax issues; S 2815/HR 5715 - Ensuring Continued Access to Student Loans Act; HR 5914 - Student Loan Access Act

Contacted: White House Office; Securities & Exchange Commission (SEC); SENATE; State, Dept of (DOS); Office of Management & Budget (OMB); Commerce, Dept of (DOC); Federal Reserve System; Treasury, Dept of; Labor, Dept of (DOL); Education, Dept of; HOUSE OF REPRESENTATIVES

Bills named: H.R. 2669 (110th), H.R. 5715 (110th), H.R. 4137 (110th), H.R. 2272 (110th), H.R. 5914 (110th)