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Type:

Date:

May 9, 2024

Issues:

Special Event, Retirement/Pensions, Hearing Summaries

Senate Committee on Appropriations: A Review of the President’s Fiscal Year 2025 Budget Request for the Department of Labor

Senate Committee on Appropriations Subcommittee on Labor, Health and Human Services, Education, and Related Agencies A Review of the President’s…

Type:

Date:

February 28, 2024

Issues:

Retirement/Pensions, House Ways and Means Committee, Hearing Summaries

House Committee on Ways & Means: Taking a Serious Look at the Retirement Crisis in America: What Can We Do to Expand Defined Benefit Pension Plans for Workers?

House Committee on Ways & MeansTaking a Serious Look at the Retirement Crisis in America: What Can We Do to…

Type:

Date:

February 15, 2024

Issues:

Retirement/Pensions, House Education and the Workforce Committee, Hearing Summaries

House Committee on Education and the Workforce Subcommittee on Health, Education, Labor, and Pensions: Protecting American Savers and Retirees from DOL’s Regulatory Overreach

House Committee on Education and the WorkforceSubcommittee on Health, Education, Labor, and PensionsProtecting American Savers and Retirees from DOL’s Regulatory…

Type:

Date:

September 14, 2023

Issues:

Retirement/Pensions, Retirement Savings, Private Client & Wealth Management, Legal & Compliance, Inclusion, House Education and the Workforce Committee, Hearing Summaries, Capital Markets, Asset Management

House Committee on Education and the Workforce Markup of ERISA Bills H.R.5339, H.R.5337, H.R.5338, H.R.5340

House Committee on Education & the Workforce Markup of H.R.5339, H.R.5337, H.R.5338, H.R.5340 Thursday, September 14, 2023 Topline Markup of…

Type:

Date:

June 22, 2022

Issues:

Senate Finance Committee, Retirement/Pensions, Hearing Summaries

Senate Finance Markup of EARN Act

Senate Committee on Finance Open Executive Session to Consider The Enhancing American Retirement Now (EARN) Act Wednesday, June 22, 2022…

Type:

Date:

March 1, 2022

Issues:

Retirement/Pensions, House Education and the Workforce Committee, Hearing Summaries

House Ed and Labor HELP Subcomm. Retirement Security Hearing

House Education and Labor Subcommittee on Health, Education, Labor, and Pensions Improving Retirement Security and Access to Mental Health Benefits…

Type:

Date:

November 10, 2021

Issues:

Retirement/Pensions, Retirement Savings, House Education and the Workforce Committee, Hearing Summaries

House Ed and Labor Markup

House Education and Labor Committee Markup of H.R. 5891, the Retirement Improvement and Savings Enhancement Act Wednesday, November 10, 2021…

Type:

Date:

October 28, 2021

Issues:

Senate Special Committee on Aging, Retirement/Pensions, Retirement Savings, Hearing Summaries

Senate Aging Retirement Hearing

Senate Special Committee on Aging “A Financially Secure Future: Building a Stronger Retirement System for All Americans” Thursday, October 28,…

Type:

Date:

October 7, 2021

Issues:

Retirement/Pensions, Hearing Summaries

Lisa Gomez DOL Nomination Hearing

Senate Committee on Health, Education, Labor & Pensions Department of Labor Nominations Hearing Thursday, October 7, 2021 Witnesses Lisa Gomez,…

Type:

Date:

June 9, 2021

Issues:

Retirement/Pensions, Hearing Summaries

House Ed & Labor DOL Hearing

House Education and Labor Committee Examining the Policies and Priorities of the U.S. Department of Labor Wednesday, June 9, 2021…

Type:

Date:

May 13, 2021

Issues:

Special Event, Retirement/Pensions, Retirement Savings, Hearing Summaries

Senate HELP Hearing on Retirement Security

Senate Committee on Health, Education, Labor & Pensions Retirement Security: Building a Better Future Thursday, May 13, 2021 Witnesses Lori…

Type:

Date:

May 5, 2021

Issues:

Retirement/Pensions, Retirement Savings, House Ways and Means Committee, Hearing Summaries

House Ways & Means Committee Markup of Retirement Legislation

House Ways & Means Committee Markup Wednesday, May 5, 2021 Bills Considered Views and Estimates Letter to the Committee on…

Type:

Date:

May 14, 2019

Issues:

Senate Finance Committee, Retirement/Pensions, Hearing Summaries

Senate Finance Committee Hearing on the Challenges of the Retirement System

Senate Finance Committee “Challenges in the Retirement System” Tuesday, May 14, 2019   Key Topics and Takeaways Open MEPs: Tibbetts…

Type:

Date:

April 2, 2019

Issues:

The Individual Investor, Retirement/Pensions, Private Client & Wealth Management, House Ways and Means Committee, Hearing Summaries

House Ways & Means Committee Markup

House Committee on Ways & Means Markup of Legislation Tuesday, April 2, 2019 Key Topics & Takeaways H.R. 1994, the…

Type:

Date:

February 6, 2019

Issues:

The Individual Investor, Retirement/Pensions, Private Client & Wealth Management, House Ways and Means Committee, Hearing Summaries

House Ways & Means Committee Hearing on Retirement Security

House Ways & Means Committee “Improving Retirement Security for America’s Workers” Wednesday, February 6, 2019 Key Topics & Takeaways Retirement…

Type:

Date:

October 16, 2018

Issues:

Special Event, Retirement/Pensions, Hearing Summaries

Brooking Institution Event with SEC Commissioner Kara Stein

The Brookings Institution “The New American Dream: Retirement Security A Conversation with SEC Commissioner Kara Stein” Tuesday, October 16, 2018…

Type:

Date:

September 26, 2018

Issues:

Senior Investor Protection, SEC, Retirement/Pensions, Hearing Summaries

SEC Roundtable on Combating Retail Investor Fraud

Securities and Exchange Commission Roundtable on Combating Retail Investor Fraud Wednesday, September 26, 2018 Panel One – Types of Fraudulent…

Type:

Date:

May 11, 2017

Issues:

Special Event, Retirement/Pensions, Hearing Summaries

Jan.NASI : A New Era of State Action to Help Build Retirement Security

Type:

Date:

May 11, 2017

Issues:

Retirement/Pensions, House Ways and Means Committee, Hearing Summaries

Apr.House Ways and Means Committe Discusses Retirement Plans & Savings in Context of Tax Reform

Type:

Date:

May 11, 2017

Issues:

Senate Banking Committee, Retirement/Pensions, Hearing Summaries

Mar.Senate Banking Subcommittee Examines Automatic Enrollment

Type:

Date:

May 11, 2017

Issues:

Senate Finance Committee, Retirement/Pensions, Hearing Summaries

Sept.Senate Committee on Finance Markup

Type:

Date:

May 11, 2017

Issues:

Senate Finance Committee, Retirement/Pensions, Hearing Summaries

Feb.SFC Subcommittee Hearing on Retirement Savings for Low -Income Workers

Type:

Date:

May 11, 2017

Issues:

Senate Finance Committee, Retirement/Pensions, Hearing Summaries

Dec.Senate Finance Subcommittee Discusses Social Security and Retirement Savings

Type:

Date:

May 11, 2017

Issues:

Senate Special Committee on Aging, Retirement/Pensions, Hearing Summaries

Sept.Senate Special Committee on Aging Hearing on the BPC ‘s Recommendations to Boost Savings

Type:

Date:

May 11, 2017

Issues:

Senate Special Committee on Aging, Retirement/Pensions, Hearing Summaries

Mar.Senate Aging Committee Examines MEPs and Ways to Increase Small Business Retirement Plans

Type:

Date:

May 11, 2017

Issues:

Special Event, Senior Investor Protection, Retirement/Pensions, Hearing Summaries

2016 FINRA/SIFMA Senior Investor Protection Conference

Type:

Date:

May 11, 2017

Issues:

Retirement/Pensions, House Education and the Workforce Committee, Hearing Summaries

Mar.Education and Workforce Committee Questions DOL Secretary Solis on Definition of Fiduciary

Type:

Date:

April 5, 2017

Issues:

Senate Banking Committee, Retirement/Pensions, Hearing Summaries

Senate Banking Hearing on the Current State of Retirement

Type:

Date:

February 15, 2017

Issues:

Senate Special Committee on Aging, Retirement/Pensions, Hearing Summaries

Senate Special Committee on Aging Hearing on Stopping Senior Scams

Type:

Date:

November 30, 2016

Issues:

Senate Special Committee on Aging, Retirement/Pensions, Hearing Summaries

Senate Special Committee on Aging Hearing on Financial Abuse by Guardians

Type:

Date:

July 12, 2016

Issues:

Special Event, Retirement/Pensions, Hearing Summaries

Chamber Event on the Pension Protection Act

Type:

Date:

June 29, 2016

Issues:

Senate Special Committee on Aging, Retirement/Pensions, Hearing Summaries

SJC on Senior Financial Exploitation

Type:

Date:

June 28, 2016

Issues:

Special Event, Retirement/Pensions, Hearing Summaries

WISER Event on Millennials ‘ Retirement

Type:

Date:

June 23, 2016

Issues:

Special Event, Retirement/Pensions, Hearing Summaries

PEW Event on Retirement

Type:

Date:

April 27, 2016

Issues:

Special Event, Retirement/Pensions, Hearing Summaries

Elder Justice Coordinating Council Spring Meeting

Type:

Date:

March 16, 2016

Issues:

Retirement/Pensions, House Education and the Workforce Committee, Hearing Summaries

House Ed & Workforce Hearing with Perez

Type:

Date:

February 5, 2016

Issues:

Special Event, Retirement/Pensions, Hearing Summaries

U .S. Chamber of Commerce Event on Retirement

Type:

Date:

February 3, 2016

Issues:

Retirement/Pensions, House Ways and Means Committee, Hearing Summaries

House Ways and Means Markup of H .R. 4294

Type:

Date:

February 2, 2016

Issues:

Retirement/Pensions, House Education and the Workforce Committee, Hearing Summaries

House Education and the Workforce Committee Markup on H .R. 4293 and H.R. 4294

Type:

Date:

January 28, 2016

Issues:

Senate Finance Committee, Retirement/Pensions, Hearing Summaries

Senate Finance Committee Hearing on Preparing for Retirement

Type:

Date:

December 2, 2015

Issues:

Retirement/Pensions, House Education and the Workforce Committee, Hearing Summaries

HELP Subcommittee Hearing on Principles for Retirement Advice

Type:

Date:

November 17, 2015

Issues:

Special Event, Retirement/Pensions, Hearing Summaries

US Chamber of Commerce on Protecting Small Business Retirement

Type:

Date:

October 28, 2015

Issues:

Special Event, Retirement/Pensions, Hearing Summaries

Senate HELP Subcommittee Roundtable on Retirement Plan Options for Small Businesses

Type:

Date:

October 21, 2015

Issues:

Special Event, Retirement/Pensions, Hearing Summaries

BPC Event on Rethinking Retirement Plans

Type:

Date:

October 21, 2015

Issues:

Special Event, Retirement/Pensions, Hearing Summaries

Georgetown Event on State and International Retirement Savings

Type:

Date:

October 16, 2015

Issues:

Special Event, Retirement/Pensions, Listed Options Trading Committee, Hearing Summaries

Brookings Event on Retirement Plans

Type:

Date:

October 14, 2015

Issues:

Special Event, Retirement/Pensions, Hearing Summaries

IRS Public Hearing on the ABLE Act

Type:

Date:

October 7, 2015

Issues:

Special Event, Retirement/Pensions, Hearing Summaries

Brookings Event on State Retirement Plans

Type:

Date:

September 3, 2015

Issues:

Retirement/Pensions, House Financial Services Committee, Hearing Summaries

House Ways and Means Subcommittee Hearing on DOL ‘s Proposed Fiduciary Rule

Type:

Date:

September 3, 2015

Issues:

Retirement/Pensions, House Financial Services Committee, Hearing Summaries

HFSC Markup of the Retail Investor Protection Act

Type:

Date:

September 1, 2015

Issues:

Retirement/Pensions, Listed Options Trading Committee, House Financial Services Committee, Hearing Summaries

HFSC Joint Subcommittee Hearing on DOL Fiduciary Proposal

Type:

Date:

July 16, 2015

Issues:

SEC, Retirement/Pensions, Hearing Summaries

SEC Investor Advisory Committee Meeting on DOL Fiduciary and Elder Financial Abuse

Type:

Date:

June 17, 2015

Issues:

Retirement/Pensions, House Education and the Workforce Committee, Hearing Summaries

House Ed and Workforce Hearing on DOL Fiduciary

Type:

Date:

March 12, 2015

Issues:

Senate Special Committee on Aging, Retirement/Pensions, Hearing Summaries

Senate Aging Hearing on Retirement

Type:

Date:

February 4, 2015

Issues:

Senate Special Committee on Aging, Retirement/Pensions, Hearing Summaries

Senate Special Committee on Aging Hearing on Senior Investor Protection

Type:

Date:

December 15, 2014

Issues:

Special Event, Retirement/Pensions, Hearing Summaries

Orrin Hatch Speaks on Retirement Legislation

Type:

Date:

March 26, 2014

Issues:

Retirement/Pensions, House Education and the Workforce Committee, Hearing Summaries

US House Education and the Workforce Examines DOL FY2015 Budget Proposal

Type:

Date:

March 12, 2014

Issues:

Senate Banking Committee, Retirement/Pensions, Hearing Summaries

Senate Banking Subcommittee Discusses Retirement Security and Fee Disclosure

Type:

Date:

September 25, 2013

Issues:

Senate Special Committee on Aging, Retirement/Pensions, Hearing Summaries

Senate Special Committee on Aging Discusses the Changing Retirement Landscape

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