Retirement: Miscellaneous Retirement
Legislative — proposals, bills and analysis from the 109th and 110th Congresses (2006-present)
Regulatory — administrative rules and information from U.S. offices and agencies
Judicial — current and past court cases and amicus briefs
Press Releases — Council statements and advisories to the news media
(Items in italic are available only to Council members.)
Official Source Documents
July 27, 2012 — The Retirement Crisis and a Plan to Solve it (Harkin, Chair, Senate HELP Committee)
December 5, 2011 — Small Business Pension Promotion Act (H.R. 3561)
October 5, 2011 — Hardship Outlays to protect Mortgagee Equity (HOME) Act (S. 1656)
October 5, 2011 — Hardship Outlays to protect Mortgagee Equity (HOME) Act (H.R. 3104)
April 29, 2011 — GAO Report: PRIVATE PENSIONS: Some Key Features Lead to an Uneven Distribution of Benefits
April 14, 2011 — Small Businesses Add Value for Employees (SAVE) Act (H.R. 1534)(Kind/Reichert)
April 6, 2011 — House Budget Committee Report Text of FY 2012 Budget Resolution
March 14, 2011 — The Burdensome Data Collection Relief Act (H.R. 1062)
December 2, 2009 — Tax Technical Corrections Act
November 17, 2009 — Doggett "Dear Colleague" Letter Regarding Retirement Fairness Act (H.R. 4126)
November 19, 2009 — Retirement Fairness Act (H.R. 4126)
August 25, 2009 — GAO Report: PRIVATE PENSIONS: Alternative Approaches Could Address Retirement Risks Faced by Workers but Pose Trade-offs
June 8, 2009 — Retirement Security Needs Lifetime Pay Act (H.R. 2748) (Pomeroy)
June 8, 2009 — Official Summary of Retirement Security Needs Lifetime Pay Act (H.R. 2748) (Pomeroy)
May 22, 2009 — DOL/SEC Announcement of Hearing on Target Date Funds
September 10, 2008 — Congressional Letter to GAO Regarding Hedge Fund Report
August 30, 2008 — GAO Report, Defined Benefit Plans: Guidance Needed to Better Inform Plans of the Challenges and Risks of Investing in Hedge Funds and Private Equity
May 21, 2008 — The Roadmap for America's Future Act (H.R. 6110) (Ryan)
May 21, 2008 — Official Summary of the Roadmap for America's Future Act (H.R. 6110) (Ryan)
April 30, 2008 — Official Summary of Incentives for Older Workers Act
April 29, 2008 — Incentives for Older Workers Act (H.R. 2933) (Smith/Kohl)
February 25, 2008 — GAO Report on Hedge Funds (Includes Appendix II on Pension Plan Investments)
December 19, 2007 — Farm, Nutrition, and Bioenergy Act (H.R. 2419) as passed by the Senate
December 12, 2007 — Defenders of Freedom Tax Relief Act (H.R. 3997), as passed by Senate
October 30, 2007 — The Heroes Earnings Assistance and Relief Tax (HEART) Act of 2007 (H.R. 3997)
October 30, 2007 — Official Summary of the Heroes Earnings Assistance and Relief Tax (HEART) Act of 2007 (H.R. 3997)
September 26, 2007 — Section-by-Section Summary of the Protecting Employees and Retirees in Business Bankruptcies Act (H.R. 3652)
September 25, 2007 — Protecting Employees and Retirees in Business Bankruptcies Act (H.R. 3652)
September 25, 2007 — Introductory Statement and Text of the Protecting Employees and Retirees in Business Bankruptcies Act (S. 2092)
June 14, 2007 —Defenders of Freedom Tax Relief Act (Baucus/Grassley) as Contained in Congressional Record
June 12, 2007 — Official Summary of the Defenders of Freedom Tax Relief Act (Baucus/Grassley)
July 7, 2006 — Foreign Housing Bill Statutory Language
July 7, 2006 — Foreign Housing Bill Legislative History
June 13, 2006 — Working American Competitiveness Act (S. 3496)
May 29, 2006 — The Heroes Earned Retirement Opportunities Act (H.R. 1499), as Enacted
Council Materials
November 27, 2012 — Post-Election Landscape for Retirement Policy (Courtesy of Davis & Harman)
December 9, 2011 — Summary of the Small Business Pension Promotion Act (H.R. 3561) (Courtesy of Davis & Harman LLP)
October 14, 2011 — Council Letter to Joint Select Committee on Deficit Reduction on Retirement Policy Measures
October 7, 2010 — Summary of Senate HELP Hearing on Retirement (In)security, Courtesy of Davis & Harman
June 30, 2010 — Council Statement for the Record in the Senate Special Aging Committee Hearing "The Retirement Challenge: Making Savings Last a Lifetime"
December 3, 2009 — Council Concerns with H.R. 4126
July 13, 2009 — American Benefits Council Multi-Plank Retirement Coverage Agenda
October 29, 2008 — Council Submission for the Record of the House Ways and Means Committee Hearing on Economic Recovery, Job Creation and Investment in America
October 24, 2008 — Council 10-Point Plan to Help Employees and Retirees and to Strengthen the Economy and the Retirement System
October 24, 2008 — Council Summary of the 10-Point Plan to Help Employees and Retirees and to Strengthen the Economy and the Retirement System
October 23, 2008 — Council 10-Point Plan to Help Employees and Retirees and to Strengthen the Economy and the Retirement System
October 7, 2008 — Council Statement for the Record: House Education and Labor Committee Hearing on the Impact of the Financial Crisis on Workers' Retirement Security
February 28, 2008 — Side-by-Side Chart Comparing Presidential Candidates' Retirement Proposals
November 8, 2007 — Testimony of Lynn Dudley before House Education and Labor Subcommittee on Health, Education, Labor and Pensions
February 28, 2007 — Council/HRPA Testimony on Flexible Retirement for Senate Special Committee on Aging Hearing
Official Source Documents
March 30, 2012 — EEOC Final Regulations on Disparate Impact and Reasonable Factors Other Than Age Under ADEA
February 2, 2012 — Treasury Department Fact Sheet: Helping American Families Achieve Retirement Security By Expanding Lifetime Income Choices
February 2, 2012 — White House Council of Economic Advisors Report: Supporting Retirement for American Families
April 22, 2011 — SEC Request for Comments on Financial Literacy
November 30, 2010 — Treasury/OFR Statement of Policy on LEI for Financial Contracts
February 1, 2010 — DOL-EBSA/Treasury-IRS Request for Information Regarding Lifetime Income Options for Participants and Beneficiaries in Retirement Plans
October 15, 2009 — IRS News Release 2009-94: IRS Announces Pension Plan Limitations for 2010
October 15, 2009 — Social Security Administration Notice and Fact Sheet on Cost of Living Adjustments
August 12, 2009 — IRS Notice 2009-71: Special Rules Governing Eligible Combined Plans
July 8, 2009 — SEC Proposed Regulations on Money Market Fund Reform
February 19, 2009 — DOL/EBSA ERISA Advisory Council Report on Hard to Value Assets and Target Date Funds
December 10, 2007 — Regulatory Semi-Annual Agendas: DOL | Treasury | PBGC
December 10, 2007 — Regulatory Plans: DOL | Treasury | PBGC
February 5, 2007 — 2008 Budget Reforms
February 5, 2007 — Excerpt of President's 2008 Budget for the Department of Labor
February 5, 2007 — Treasury Department Explanation of Tax Provisions in FY 2008 Budget
November 22, 2006 — IRS changes to 2006 instructions for Forms 1099-R and 5498 regarding IRAs and qualified charitable deductions
September 8, 2006 — Saver Summit Report: Saving for Your Golden Years: Trends, Challenges and Opportunities
Council Materials
September 20, 2010 — Summary of DOL/Treasury Hearing on Lifetime Income Options (Courtesy of Davis & Harman LLP)
September 14, 2010 — Testimony of Janet Boyd on Behalf of the American Benefits Council Before DOL Hearing on Lifetime Income Options
May 3, 2010 — Council Letter to DOL/EBSA Responding to RFI on Lifetime Income Options
October 15, 2009 — Council/ACLI Comments to IRS on Special Rules Governing Eligible Combined (DB(k)) Plans
September 8, 2009 — Council Letter to Treasury Regarding Plan Contribution Limits
September 8, 2009 — Council Comments to SEC Regarding Money Market Fund Reform
July 21, 2009 — Testimony of James Delaplane before the ERISA Advisory Council Working Group on Approaches to Retirement Security in the U.S.
June 19, 2009 — Summary of DOL/SEC Hearing on Target Date Funds (Courtesy of Davis & Harman)
June 18, 2009 — Testimony of Allison Klausner (Honeywell) on Behalf of the American Benefits Council before the DOL/SEC Hearing on Target Date Funds
September 4, 2008 — Council Letter to Treasury Requesting Guidance on HEART Act Provisions
November 19, 2007 — Council comment letter on IRS proposed regulations regarding accident and health benefits under qualified plans
Official Source Documents
January 26, 2009 — U.S. Supreme Court Decision in Kennedy v. DuPont
Council Materials
July 15, 2008 — Council Amicus Brief in re: Kennedy v. Plan Administrator for DuPont Savings and Investment Plan, et al.
Obama jobs, growth proposal may have implications for employer-sponsored health and retirement benefit plans
September 7, 2011
Council commends departments on efforts to streamline regulatory review as overall regulatory burden on employers has grown
August 24, 2011
Council testifies: Plan sponsors need predictability and clarity from agencies, support from Congress in the deficit debate
June 14, 2011
Council commends president's focus on retirement saving, urges investment in employer-sponsored benefits system
February 1, 2010
Council urges bipartisan approach to health care reform, retirement savings, pension funding relief as part of economy, jobs strategy
January 28, 2010
Pension Reform · Savings Initiatives · Hybrid Plans
Health
Health Care Reform (PPACA), General & Misc. Items
- Employer Shared Responsibility
- Market Reforms & Adult Child/Age-26 Coverage
- Preventive Care & Value-Based Design
- Quality Improvement & Delivery Reform
- Essential Benefits
- Tax & Revenue Issues
- Grandfathered Plans
- Claims and Appeals
- Summary of Benefits & Coverage
- Informational Reporting/W2
- Health Insurance Exchanges
- State Innovation
- Medical Loss Ratio & Mini-Med Plans
- Automatic Enrollment
- Wellness Programs
- Accountable Care Organizations
- Non-Discrimination
Consumer-Directed Plans (HSAs/FSAs/HRAs)
Health Information Technology & HIPAA Privacy
Retirement
Defined Contribution/ 401(k) Plan Reform
- Automatic Enrollment
- Investments
- Plan fees
- Taxation of Retirement Plans/Limits
- Funding Reform
- PBGC Deficit & Premiums
- Business Conduct Standards
Retirement Plan Administration
Other Issues
Tax Reform, Deficit Reduction & Federal Budget
- FACTA Issues
- FBAR Issues
- Puerto Rico Plans
- Non-Qualified Deferred Compensation
- Code Section 409(A), 457(A), 162(m) issues
- Say-on-Pay
