NATIONAL COUNCIL ON TEACHER RETIREMENT 9370 STUDIO COURT ELK GROVE CA 95758

Banking

Infrastructure financing; proxy adviser regulations.

TargetedSENATE · HOUSE OF REPRESENTATIVES · Securities & Exchange Commission (SEC)

Financial Institutions/Investments/Securities

ongoing implementation of Dodd-Frank; access to the proxy; corporate governance issues; executive compensation; public pension plan accounting and disclosure; investor (trustee) education; SEC state settlements re: bond disclosures; state of municipal securities markets; municipal adviser registration; proxy advisory services; applying the Unrelated Business Income Tax (UBIT) to the investment earnings of state and local governments retirement systems; infrastructure financing; ESG investments; Federal restrictions on investments of institutional investors; financial transactions tax; regulations implementing restictions on stimulus aid to state and local governments related to public pensions.

TargetedSENATE · HOUSE OF REPRESENTATIVES · Labor, Dept of (DOL) · Treasury, Dept of · Securities & Exchange Commission (SEC)

Retirement

IRS Governmental plans compliance; IRS Normal Retirement Age regulations; IRS revenue ruling 2006-43; IRS ANPRM on definition of a governmental plan; funding of governmental plans; general pension plan reform; governmental plan accounting and disclosure; disclosure of state death records; tax deferrals related to pension contributions and earnings;applying the Unrelated Business Income Tax (UBIT) to the investment earnings of state and local government retirement systems; Office of State and Local Finance public pension plan interests; the Public Employee Pension Transparency Act (PEPTA); solvency of Multiemployer Plans deliberations; reform of the windfall elimination provision (WEP); SECURE Act dealing with overall retirement security and implementation of the law; Federal restrictions on institutional investor investment activity; CARES Act stimulus checks and retired public employees not covered by Social Security; restrictions related to public pensions on any Federal aid to states in negotiations on new COVID stimulus legislation; H.R. 2954, retirement security legisltion and issues affecting public pensions.