LD-2 disclosure · 2nd Quarter - Report
SPARK INSTITUTE
Client
- Name
- SPARK INSTITUTE
- Description
- Trade association representing providers of retirement services.
- Location
- Connecticut · United States of America
Registrant
- Description
- Law Firm.
- Location
- Washington, District of Columbia, United States of America
Lobbying activities
3 issuesRetirement
Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to recordkeeping simplification for 401(k) plans. Issues related to lifetime income and auto features. Issues related to spousal consent and cybersecurity. Issues related to the SEC's liquidity and swing pricing proposal. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress) related to Roth catch-up effective date.
LobbyistsMICHAEL L HADLEY · CHRIS L GASTON · mr ADAM MCMAHON
Covered position (CHRIS L GASTON): Chief of Staff, Rep. Rush Holt
TargetedSENATE · HOUSE OF REPRESENTATIVES · Securities & Exchange Commission (SEC)
Taxation/Internal Revenue Code
Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to recordkeeping simplification for 401(k) plans. Issues related to lifetime income and auto features. Issues related to spousal consent and cybersecurity. Issues related to the SEC's liquidity and swing pricing proposal. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress) related to Roth catch-up effective date.
LobbyistsMICHAEL L HADLEY · CHRIS L GASTON · mr ADAM MCMAHON
Covered position (CHRIS L GASTON): Chief of Staff, Rep. Rush Holt
SENATE · HOUSE OF REPRESENTATIVES · Securities & Exchange Commission (SEC)