Retirement: Miscellaneous

(Items in italic are available only to Council members.)

Official Source Documents July 15, 2010 — The American Financial Stability Act (H.R. 4173) (as passed by House and Senate) July 15, 2010 — Senate Colloquies Regarding Pension Implications of the American Financial Stability Act (H.R. 4173) June 23, 2010 — Conference Committee House Proposed Amendment to Title VII (Derivatives Provisions) of American Financial Stability Act (H.R. 4173) June 23, 2010 — Official Summary of the House Proposed Amendment to Title VII (Derivatives Provisions) of American Financial Stability Act (H.R. 4173) June 22, 2010 — Conference Committee Manager's Amendment to Title X (CFPB Provisions) of American Financial Stability Act (H.R. 4173) June 22, 2010 — Conference Committee House Proposed Amendment to Title X (CFPB Provisions) of American Financial Stability Act (H.R. 4173) June 10, 2010 — Summary of Conference Committee Base Text of Restoring American Financial Stability Act (HR 4173) June 10, 2010 — Conference Committee Base Text of Restoring American Financial Stability Act (HR 4173) April 29, 2010 — Restoring American Financial Stability Act (S. 3217) April 21, 2010 — Wall Street Transparency and Accountability Act (Lincoln) 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 June 30, 2010 — Council Statement for the Record in the Senate Special Aging Committee Hearing "The Retirement Challenge: Making Savings Last a Lifetime" June 11, 2010 — Employer Letter to Senate Financial Services Reform Bill Conferees Regarding Swaps June 11, 2010 — Employer Letter to House Financial Services Reform Bill Conferees Regarding Swaps June 11, 2010 — Action Alert Urging Congress to Change Financial Services Reform Legislation Regarding Stable Value Funds June 11, 2010 — Stable Value Swaps Proposal June 11, 2010 — Stable Value Swaps Proposed Language June 4, 2010 — ACTION ALERT: Sign Letter to Members of Congress Who are Finalizing the Financial Services Reform Bill Urging Them to Exclude Senate Fiduciary Provision May 28, 2010 — ACTION ALERT: Urge Lawmakers to Address Swaps Provisions in Financial Legislation May 19, 2010 — Council Letter to Senate Regarding Swaps Legislation May 14, 2010 — ACTION ALERT: Urge Senators to Fix Swaps Legislation May 5, 2010 — Group Letter to Senate Regarding Swaps Provision of Financial Regulatory Legislation April 21, 2010 — Council Letter to Senator Casey Regarding Swaps Legislation April 19, 2010 — Group Letter to Senate Agriculture, Nutrition & Forestry Committee Regarding Swaps Legislation 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 July 9, 2008 — Council Statement for the Record for the U.S. Senate Committee on Homeland Security and Governmental Affairs Hearing on Speculation in Commodity Markets 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 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 June 10, 2009 — IRS Advisory Committee on Tax Exempt And Government Entities (Act) Report: International Pension Issues in a Global Economy: A Survey and Assessment of IRS' Role in Breaking Down the Barriers 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 8, 2010 — Council Letter to CFTC and SEC Regarding Swap Trade Rules and Business Conduct Standards August 17, 2010 — Council/CIEBA Letter to ISDA Regarding Draft Derivatives Proposal June 22, 2010 — Council Letter to DOL Regarding Technical Assistance on Financial Services Legislation 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 23, 2009 — Testimony of Jan Jacobson before the ERISA Advisory Council Working Group on Promoting Retirement Literacy and Security by Streamlining Disclosures to Participants and Beneficiaries 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.
July 10, 2008 — Survey: employee retirement brings new challenges
Pension Reform · Savings Initiatives · Cash Balance Plans
March 3, 2004 — Retirement Policy Update Archive