PENSIONS

Addresses

Fallout From Enron—Lessons and Consequences: Henry Kaufman, Henry Kaufman & Co., Inc., S4619-S4621 [21MY]

Agreements

World Trade Center employers-Service Employees International Union Local 32B-32J Joint Building Service Industry Emergency Preferential Hiring Program, H69 [24JA]

Amendments

Business and industry: improve financial reporting and independent audits and accounting services, create a Public Company Accounting Oversight Board, and improve SEC resources and oversight (S. 2673), S6340, S6363 [8JY], S6438, S6443, S6508, S6510, S6511, S6512 [9JY], S6538, S6541, S6542, S6543, S6544, S6547, S6548, S6552, S6557, S6559, S6576, S6578, S6580, S6581, S6582, S6583, S6584, S6586, S6590 [10JY], S6625, S6658, S6659, S6660, S6661, S6662, S6663, S6664, S6665, S6666, S6667, S6669, S6671, S6672, S6673, S6674, S6675, S6676, S6677 [11JY], S6687, S6688, S6690, S6712, S6713, S6714, S6715, S6716 [12JY], S6777 [15JY]

———protect investors by improving the accuracy and reliability of corporate disclosures pursuant to securities laws (H.R. 3763), H1557, H1563, H1564, H1565, H1567, H1574 [24AP]

Economic Growth and Tax Relief Reconciliation Act: make pension and individual retirement arrangement provisions permanent (H.R. 4931), H3798 [21JN]

———make pension and individual retirement arrangement provisions permanent (H.R. 4931), complete congressional action (H. Res. 544)—consideration (H. Res. 547), H6667 [25SE]

Federal employees: adjust certain Federal annuity computations relative to periods of receiving disability payments (S. 2936), S10751 [17OC]

Investments: provide additional protection to participants in individual account plans, promote investment advice, and prohibit certain insider trades of securities (H.R. 3762), H1202 [10AP], H1248 [11AP]

———provide additional protection to participants in individual account plans, promote investment advice, and prohibit certain insider trades of securities (H.R. 3762), complete action (H. Res. 540)—consideration (H. Res. 547), H6667 [25SE]

———provide additional protection to participants in individual account plans, promote investment advice, and prohibit certain insider trades of securities (H.R. 3762), consideration (H. Res. 386), H1213 [11AP]

Veterans: increase rates of disability compensation for veterans with service-connected disabilities and dependency and indemnity compensation for survivors of certain disabled veterans (H.R. 4085), S9550 [26SE]

Analyses

Sarbanes-Oxley Act (H.R. 3763): Section VIII Relative to Corporate and Criminal Fraud Accountability, S7418-S7421 [26JY]

Appointments

Conferees: H.R. 3763, Corporate and Auditing Accountability, Responsibility, and Transparency Act, H4847 [17JY]

———H.R. 3763, Public Company Accounting Reform and Investor Protection Act, S6898 [17JY]

Articles and editorials

Accountant's War, H1568-H1571 [24AP]

Beltway Bubble, H5466 [25JY]

Big Business's Bad Behavior, S6763-S6765 [15JY]

Breaking the Contract, H668 [5MR], E297 [7MR]

Bush Continues To Back Privatized Social Security, S7416 [26JY]

Bush Needs To Drop the Velvet Glove Approach, S6693 [12JY]

Bush Took Oil Firm's Loans as Director, S6608 [11JY]

Cheney Named in Fraud Suit, S6609 [11JY]

Class Above the Corruption and Critics, S6691 [12JY]

Companies Line Up To Hire Arthur Andersen, E89 [5FE]

Enthusiasm Ebbs for Tough Reform in Wake of Enron, S5264 [10JN]

Ex-Employees Questioned on 401(k) Plan, E256 [5MR]

Leading the News—Coke To Expense Employee Options, S6765 [15JY]

Mr. Oxley Punts, H1548 [24AP], H4843 [17JY]

Report Predicts Deep Benefit Cuts Under Bush Social Security Plan, S5724 [19JN]

Review & Outlook—November Markets, S6553 [10JY]

SEC Chairman Pitt a Potential Liability to Administration, S6605 [11JY]

Social Security Reform Defended, S5394 [12JN]

Stigmatizing Business, S6889 [17JY], H5465 [25JY]

Bills and resolutions

Armed Forces: forgive certain overpayments of retired pay to deceased retired members after death (see H.R. 5287), H5995 [26JY]

———provide that military retired pay, for non-regular service, be paid without regard to age (see H.R. 4676), H2164 [7MY]

———reduce the age for receipt of military retired pay for non-regular service (see S. 2250), S3433 [25AP] (see H.R. 3831), H655 [4MR]

———require additional special pay received by medical, dental, or veterinary officers be treated as part of basic pay for retirement purposes (see H.R. 5353), H6129 [9SE]

———revise age and service requirements for receipt of military retired pay for non-regular service (see S. 2751), S7033 [18JY]

Bankruptcy: prevent corporate abuse and provide greater protection for employees (see H.R. 5525), H6982 [2OC]

———protect employees and retirees from corporate practices that deprive them of their earnings and retirement savings when a business files for bankruptcy (see S. 2798), S7372 [25JY] (see H.R. 5221), H5790 [25JY] (see H.R. 5664), H8021 [16OC]

———provide a right to be heard for participants and beneficiaries of an employee pension benefit plan of a debtor in order to protect pensions of those employees and retirees (see S. 3139), S10676 [17OC]

———provide for a creditors' committee of employee and retiree representatives of a debtor in order to protect pensions of those employees and retirees (see S. 3028), S9845 [2OC]

Business and industry: enhance regulation of public auditors, improve corporate governance and overhaul corporate disclosure made pursuant to the securities laws (see H.R. 3818), H650 [28FE]

———enhance regulation of public auditors, improve corporate governance and overhaul corporate disclosure made pursuant to the securities laws (H.R. 3818), consideration (see H. Res. 479), H4497 [10JY]

———improve financial reporting and independent audits and accounting services, create a Public Company Accounting Oversight Board, and improve SEC resources and oversight (see S. 2673), S6013 [25JN] (see H.R. 5070), H4424 [9JY]

———improve financial reporting and independent audits and accounting services, designate an Independent Public Accounting Board, and improve SEC resources and oversight (see S. 2004), S1705 [8MR]

———protect investors by improving the accuracy and reliability of corporate disclosures pursuant to securities laws (see H.R. 3763), H523 [14FE]

———protect investors by improving the accuracy and reliability of corporate disclosures pursuant to securities laws (H.R. 3763), consideration (see H. Res. 395), H1532 [23AP]

———provide regulation of public accounting firms, improve financial reporting, independent audits and accounting services and designate an Independent Public Accounting Board (see S. 2247), S3303 [24AP]

Capital Construction Fund: provide for qualified withdrawals for fishermen leaving the industry and for the rollover to individual retirement plans (see S. 1962), S897 [15FE] (see H.R. 3898), H780 [7MR]

Crime: increase penalties relating to conspiracy, mail fraud, wire fraud, and ERISA violations (see S. 2717), S6573 [10JY]

Dept. of Veterans Affairs: allow for substitution of parties in claims for benefits when the applicant for such benefits dies while the claim is pending (see H.R. 3733), H365 [13FE]

———allow payment of certain benefits to begin effective the first day of the month in which hospitalization or treatment begins (see H.R. 4036), H1088 [20MR]

———exclude monetary benefits paid to veterans by States and municipalities from consideration as income for purposes of pension benefits (see H.R. 3771), H523 [14FE]

———recalculate retirement annuities for certain health care professionals performing part-time services (see S. 2227), S3165 [23AP] (see H.R. 4972), H3774 [20JN]

———repeal required offset of certain military separation benefits by the amount of disability benefits paid (see H.R. 5231), H5790 [25JY]

———suspend authority to increase drug copayment for treatment of non-service-connected disabilities and increase pension rates for certain surviving spouses (see H.R. 5082), H4424 [9JY]

District of Columbia: allow use of estimated amounts in determining the service longevity component of Federal benefits for police officers (see H.R. 5205), H5452 [24JY]

Economic Growth and Tax Relief Reconciliation Act: make pension and individual retirement arrangement provisions permanent (see H.R. 4931), H3561 [13JN]

———make pension and individual retirement arrangement provisions permanent (H.R. 4931), complete congressional action (see H. Res. 544), H6559 [24SE]

———make pension and individual retirement arrangement provisions permanent (H.R. 4931), complete congressional action (H. Res. 544)—consideration (see H. Res. 547), H6558 [24SE]

———make pension and individual retirement arrangement provisions permanent (H.R. 4931), consideration (see H. Res. 451), H3774 [20JN]

Energy Employees Occupational Illness Compensation Program Act: provide benefits to Dept. of Energy contractors exposed to toxic substances, expand coverage to certain individuals, and reform claimant assistance (see S. 3058), S9983 [4OC] (see H.R. 5493), H6776 [26SE]

Enron Corp.: economic collapse (see H. Con. Res. 300), H36 [23JA]

ERISA: improve Dept. of Labor enforcement of requirements relating to pension participation, vesting, benefit accrual, and funding (see H.R. 4778), H2661 [20MY]

———increase the maximum levels of guaranteed single-employer plan benefits (see S. 2875), S7900 [1AU]

———joint trusteeship of single-employer pension plans (see H.R. 5529), H6982 [2OC]

———provide for improved disclosure, diversification, account access, and accountability under individual account plans (see S. 1919), S487 [7FE] (see S. 1992), S1599 [6MR] (see S. 2032), S2076 [19MR] (see H.R. 3657), H104 [29JA]

———provide for timely notification of plan participants and beneficiaries whose individual accounts hold employer securities of insider trading in employer securities (see H.R. 3840), H686 [5MR]

———require certain pension plan administrators to provide reports to fully and accurately disclose the financial health of the plan sponsor and promote diversification of investment of their plan assets (see H.R. 3642), H103 [29JA]

Federal employees: adjust certain Federal annuity computations relative to periods of receiving disability payments (see S. 2936), S8618 [13SE] (see H.R. 5481), H6776 [26SE]

———allow periods of certain service performed as an employee under certain cooperative Federal-State programs to be creditable for purposes of civil service retirement (see H.R. 5337), H6084 [5SE]

———clarify computation of annuities for air traffic controllers relative to law enforcement officers and firefighters (see H.R. 4957), H3668 [18JN]

———extend civil service retirement options to IRS revenue officers, INS inspectors, and certain other Federal law enforcement officers (see S. 1935), S660 [12FE]

———provide that service performed by an air traffic controller who is transferred to a supervisory or staff position continue to be treated as controller service for retirement purposes (see H.R. 4760), H2607 [16MY]

Freeman, Ed W.: provide retroactive entitlement to Medal of Honor special pension (see S. 2073), S2326 [22MR] (see H.R. 5363), H6171 [10SE]

Government regulations: permit defined benefit plans to use adjusted interest rates for calculating contributions and make permanent certain rules for interstate bus lines with frozen pension plans (see S. 2563), S4839 [23MY]

Haik, Richard T.: authorize participation in the retirement program provided for judicial officials (see S. 3170), S11214 [15NO]

Income: fully enforce guidance on single sum distributions from cash balance plans (see S. 2812), S7469 [29JY]

———improve pension plan security (see H.R. 5110), H4574 [12JY]

———prevent the wearing away of an employee's accrued benefit under a defined plan by reducing future accruals under the plan (see H.R. 4181), H1282 [11AP]

———provide information and advice to pension plan participants to assist them in making decisions regarding investment of their pension plan assets (see S. 3010), S9426 [26SE]

———simplify ERISA reporting and disclosure requirements and provide Pension Benefit Guarantee Corp. premium relief (see H.R. 3918), H781 [7MR]

Investments: allow workers flexibility in treatment of investments in individual account plans and require certain disclosures prior to transaction suspension periods (see S. 1971), S1251 [27FE]

———ensure that individual account retirement plans protect workers by limiting the amount of employer stock each worker may hold and encouraging diversification of investment of plan assets (see H.R. 3640), H103 [29JA] (see H.R. 3692), H226 [7FE]

———prohibit knowing misrepresentations by fiduciaries of 401(k) plans which may induce participants to act contrary to their best interests and protect claims based on such misrepresentations (see H.R. 3623), H78 [24JA]

———promote the provision of retirement investment advice to workers managing their retirement income assets (see S. 1978), S1394 [1MR]

———provide additional protection to participants in individual account plans, promote investment advice, and prohibit certain insider trades of securities (see S. 1969), S1208 [26FE] (see H.R. 3762), H523 [14FE]

———provide additional protection to participants in individual account plans, promote investment advice, and prohibit certain insider trades of securities (H.R. 3762), complete congressional action (see H. Res. 540), H6419 [19SE]

———provide additional protection to participants in individual account plans, promote investment advice, and prohibit certain insider trades of securities (H.R. 3762), complete congressional action (H. Res. 540)—consideration (see H. Res. 547), H6558 [24SE]

———provide additional protection to participants in individual account plans, promote investment advice, and prohibit certain insider trades of securities (H.R. 3762), consideration (see H. Res. 386), H1199 [10AP]

———provide greater protection of workers' retirement plans and prohibit certain activities by persons providing auditing services to issuers of public securities (see S. 1921), S488 [7FE]

———provide individual investment account participants with improved information on asset investments, new diversification rights, and new limitations on pension plan blackouts (see S. 2190), S2829 [17AP]

———provide new protections under applicable fiduciary rules for participants and beneficiaries under 401(k) plans and provide for vesting of elective deferrals under such plans (see H.R. 3677), H140 [5FE]

———provide workers in individual account plans with information on how their assets are invested and the need to diversify assets (see S. 2185), S2829 [17AP]

Iron and steel: apply certain tariffs on steel imports towards assistance for displaced steel workers and retirees (see H.R. 3982), H931 [14MR]

Iron and steel industry: remedy certain injurious effects of steel imports by protecting benefits of steelworkers and retirees and strengthening the U.S. steel industry (see S. 2189), S2829 [17AP] (see H.R. 4646), H2099 [2MY]

Kentucky: permit the operation of a separate retirement system for certain public employees under Social Security (see S. 1929), S586 [11FE] (see H.R. 3852), H687 [5MR]

Lapic, Trudy: Senate payment of benefits relative to death of Thomas Lapic (see S. Res. 356), S11079 [14NO]

Law enforcement officers: adjust certain U.S. Park Police and Secret Service pension benefits as a result of the conversion to a new salary schedule (see S. 1934), S660 [12FE]

Medal of Honor: increase rate of special pension for recipients, authorize recipients to be furnished an additional medal for display purposes, and increase criminal penalties associated with misuse or fraud (see S. 2025), S2007 [18MR]

Members of Congress: render previous service of individuals expelled from Congress as noncreditable for purposes of determining eligibility for retirement and disability benefits (see H.R. 4672), H2164 [7MY]

Omnibus Crime Control and Safe Streets Act: ensure public safety officers receive benefits (see H.R. 5375), H6250 [12SE]

President's Commission To Strengthen Social Security: enact certain reforms (see H.R. 4022, 4023, 4024), H1087 [20MR]

———oppose reductions in guaranteed Social Security benefits (see S. Res. 230), S2261 [21MR]

Public safety officers: ensure that officers who suffer a fatal heart attack or stroke while on duty shall be presumed to have died in the line of duty for purposes of survivor benefits (see S. 3114), S10571 [16OC] (see H.R. 5334), H6084 [5SE]

SEC: permit certain funds assessed for securities laws violations to be used to compensate employees who are victims of excessive pension fund investments in employers stock (see H.R. 3634), H78 [24JA] (see H.R. 5496), H6776 [26SE]

Senior citizens: establish grant program to provide financial and retirement education programs to reduce financial abuse and fraud among mid-life and older individuals (see S. 2982), S8918 [19SE]

———prevent and increase penalties for crimes such as health care, pension, and telemarketing fraud, and nursing home abuse and fraud (see S. 2240), S3303 [24AP]

Social Security: computation system for benefits relative to spouses' or surviving spouses' Government pensions (H.R. 664), consideration (see H. Res. 493), H4931 [18JY]

———create personal guarantee accounts ensuring full benefits for all workers and their families, restore long-term solvency, and make certain benefit improvements (H.R. 3497), consideration (see H. Res. 425), H2735 [21MY]

———provide for personal retirement savings accounts, increase individual control over retirement income, protect surpluses, and reform certain benefits (see H.R. 5734), H9023 [14NO]

———provide miscellaneous enhancements in benefits for women (see S. 2533), S4568 [20MY] (see H.R. 4069), H1089 [20MR]

———reject proposals to partially or completely substitute private saving accounts for benefits provided through Social Security (see H.R. 4780), H2734 [21MY] (see H.R. 5541), H6983 [2OC]

———strengthen and permanently preserve through the power of investment and compound interest without benefit reductions or tax increases (see S. 5), S11574 [19NO]

Taxation: accelerate increases in contribution limits to retirement plans and increase required beginning date for distributions from qualified plans (see H.R. 5558), H7171 [7OC]

———allow employers a tax credit for providing independent investment advice to employees (see S. 2087), S2485 [10AP]

———allow penalty-free withdrawals from individual retirement plans for adoption expenses (see H.R. 3713), H230 [8FE]

———empower employees to control their retirement accounts through new diversification rights, disclosure requirements, and tax incentives for retirement education (see H.R. 3669), H110 [4FE]

———encourage retirement savings for individuals by providing a refundable credit for individuals to deposit in a Social Security Plus account (see S. 2693), S6250 [27JN]

———impose excise tax on sales of stock by corporate insiders occurring when the company prevents employees from selling stock in pension plans and ensure more accurate reporting of corporate liabilities (see H.R. 3622), H78 [24JA]

———increase interest rate used in determining funding requirements for defined benefit plans which are not multiemployer plans (see H.R. 3919), H781 [7MR]

———increase the age at which distributions must commence from certain retirement plans (see H.R. 4978), H3774 [20JN]

———make the additional tax on early distributions from certain pension plans inapplicable for public safety employees (see S. 3072), S10117 [8OC] (see H.R. 4796), H2943 [22MY]

———permit Indian tribal courts, pursuant to tribal domestic relations laws, to alienate or assign benefits under retirement plans (see H.R. 5065), H4350 [8JY]

———preserve retirement security by accelerating increases in retirement plan contribution limits and by eliminating rules that force depletion of retirement savings (see H.R. 5553), H7018 [3OC]

———provide certain credits to expand retirement savings for moderate and lower income workers (see S. 2733), S6867 [16JY] (see H.R. 5190), H5194 [23JY]

———provide for Universal Retirement Savings Accounts in lieu of the various individual retirement plans (see H.R. 4482), H1482 [18AP]

———repeal tax increase on Social Security benefits (see H.R. 4789), H2943 [22MY]

———repeal tax increase on Social Security benefits and increase the distribution age for certain retirement plans (see H.R. 5568), H7172 [7OC]

———treatment of executive perks and retirement benefits relative to stock options, undisclosed benefits, and deferred compensation (see H.R. 5432), H6558 [24SE]

Tubman, Harriet Ross: payment of pension for Army services as a nurse and a scout during the Civil War (see S. Con. Res. 111), S4387 [15MY]

United Mine Workers of America: provide additional sources of revenue to the Combined Benefit Fund and Benefit Plan (see S. 2637), S5696 [18JN]

Veterans: clarify the applicability of the prohibition on assignment of veterans benefits to agreements regarding future receipt of compensation and educate veterans on available legitimate financial services (see S. 2003), S1705 [8MR]

———computation of annuities of surviving spouses of uniformed services members who died entitled to retired or retainer pay but before the Survivor Benefit Plan existed or applied to the members (see S. 2632), S5696 [18JN]

———expand eligibility for additional retired pay percentage for extraordinary heroism to retired military reservists (see S. 2211), S2951 [18AP]

———increase pension rates for surviving spouses of veterans of a period of war (see H.R. 4798), H2943 [22MY]

———increase rates of disability compensation and dependency and indemnity compensation and revise requirements for maintaining levels of extended-care services to veterans (see S. 2229), S3165 [23AP]

———increase rates of disability compensation for veterans with service-connected disabilities and dependency and indemnity compensation for survivors of certain disabled veterans (see S. 2074), S2368 [8AP] (see H.R. 4085), H1152 [9AP]

———increase the minimum Survivor Benefit Plan basic annuity for certain surviving spouses (see H.R. 5403), H6373 [18SE]

———payment of dependency and indemnity compensation to survivors of a deceased veteran who had service-connected disabilities that included compensable cold-weather injuries preceding death (see H.R. 5127), H4605 [15JY]

———permit concurrent receipt of military retired pay with service-connected disability benefits (see S. 2051), S2260 [21MR]

———provide that remarriage of the surviving spouse of a veteran after a certain age will not result in termination of dependency and indemnity compensation (see S. 2602), S5285 [10JN]

Women: provide comprehensive pension protection (see S. 2707), S6319 [28JN]

YMCA: clarify tax status of retirement fund (see H.R. 5277), H5995 [26JY]

Cloture motions

Business and industry: improve financial reporting and independent audits and accounting services, create a Public Company Accounting Oversight Board, and improve SEC resources and oversight (S. 2673), S6559 [10JY], S6685 [12JY]

Colloquies

Permit concurrent receipt of military retired pay with service-connected disability benefits: Senators Levin, Reid, and Warner, S5751 [19JN]

Conference reports

Sarbanes-Oxley Act (H.R. 3763), H5393-H5411 [24JY]

Cost Estimates

Corporate and Auditing Accountability, Responsibility, and Transparency Act (H.R. 3763): CBO, E657 [29AP]

National Employee Savings and Trust Equity Guarantee Act (S. 1971): CBO, S8665-S8667 [17SE]

Descriptions

Impose Excise Tax on Sales of Stock by Corporate Insiders Occurring When the Company Prevents Employees From Selling Stock in Pension Plans and Ensure More Accurate Reporting of Corporate Liabilities (H.R. 3622), E17 [24JA]

Essays

``Enronics''—(Lack of Patriotism): Bernard Rapoport, S2941 [18AP]

Explanations

National Employee Savings and Trust Equity Guarantee Act (S. 1971), S1257 [27FE]

Social Security Benefit Enhancements for Women Act (H.R. 4069), H2415 [14MY]

Hearings

Corporate accountability, E1470-E1478 [29JY]

Letters

Effect of economic collapse of Enron Corp., on Andersen (accounting and consulting company): Michael L. Hayhurst, Andersen (accounting and consulting company), E591 [18AP]

Health insurance tax credits for workers negatively impacted by trade who participate in trade adjustment assistance programs: Senator Baucus, S10837, S10838 [12NO]

National Employee Savings and Trust Equity Guarantee Act: several Senators, S10605 [17OC]

Pension Security Act: Representative Boehner, Committee on Education and the Workforce (House), E558 [17AP]

———Representative Gutknecht, H1270 [11AP]

———Representative Oxley, Committee on Financial Services (House), E558 [17AP]

Permit concurrent receipt of military retired pay with service-connected disability benefits: George H. Steese, Jr., DAV, S5748 [19JN]

———Karen O. Wadsworth, New Hampshire House of Representatives, S5748 [19JN]

———Michael A. Nelson, Retired Officers Association, S5748 [19JN]

———Military Coalition, S5748 [19JN]

———Steve A. Robertson, American Legion, S5747 [19JN]

———Thomas Taylor, S5748 [19JN]

Permit defined benefit pension plans to use adjusted interest rates for calculating contributions and make permanent certain rules for interstate bus lines with frozen pension plans: Jim LaSala, Amalgamated Transit Union, S4853 [23MY]

Permit Kentucky to operate a separate retirement system for certain public employees under Social Security: Anthony J. Cobaugh, Jefferson County, KY, Fraternal Order of Police Lodge No. 14, S588 [11FE]

———David James, Louisville, KY, Fraternal Order of Police Lodge 6, S588 [11FE]

———Michael J. (Howdy) Kurtsinger, Louisville, KY, Professional Fire Fighters Union Local 345, S588 [11FE]

———Patrick L. Doyle, Kentucky Division of Social Security, S588 [11FE]

———T. Kevin Flanery, Kentucky Sec. of Finance and Administration, S589 [11FE]

Public Company Accounting Reform and Investor Protection Act: Dean Heller, Nevada Sec. of State, S6340 [8JY]

Retirement Savings Security Act: Norman P. Stein, H3783 [21JN]

Social Security Benefit Enhancements for Women Act: Barbara Kennelly, National Committee To Preserve Social Security and Medicare, H2417, H2418 [14MY]

———Cindy Hounsell, Women's Institute for a Secure Retirement, H2417 [14MY]

———Edward F. Coyle, Alliance for Retired Americans, H2418 [14MY]

———Nancy Mitchell Pfotenhauer, Independent Women's Forum, H2417 [14MY]

———Terry Neese and Barbara Kasoff, Women Impacting Public Policy (organization), H2417 [14MY]

———William D. Novelli, AARP, H2416 [14MY]

Social Security investment of trust funds in private financial markets: Senator Corzine, S5109 [6JN], S5395 [12JN]

Steelworker retiree eligibility for temporary health benefits under trade adjustment assistance programs: Bob Taft, Governor of Ohio, S4464 [16MY]

———Daniel R. DiMicco, Nucor Corp., S4464 [16MY]

Veterans Benefits Improvement Act: Anthony J. Principi, Sec. of Veterans Affairs, S3169 [23AP]

Lists

Cosponsors of S. 170, Retired Pay Restoration Act, S5749 [19JN]

Messages

Railroad Retirement Board Report: President Bush, S11569 [19NO], H9040 [22NO]

Motions

Business and industry: improve financial reporting and independent audits and accounting services, create a Public Company Accounting Oversight Board, and improve SEC resources and oversight (S. 2673), S6533 [10JY], S6619, S6625 [11JY]

———protect investors by improving the accuracy and reliability of corporate disclosures pursuant to securities laws (H.R. 3763), H1589 [24AP], H4838 [17JY]

Economic Growth and Tax Relief Reconciliation Act: make pension and individual retirement arrangement provisions permanent (H.R. 4931), H3809 [21JN]

Investments: provide additional protection to participants in individual account plans, promote investment advice, and prohibit certain insider trades of securities (H.R. 3762), H1264 [11AP]

Press releases

Social Security Benefit Enhancements for Women Act: National Council of Women's Organizations, H2418 [14MY]

———National Women's Law Center, H2418 [14MY]

———United Seniors Association, H2417 [14MY]

Remarks in House

Andersen (accounting and consulting company): status of contracts with Federal agencies, H676 [5MR]

Armed Forces: require additional special pay received by medical, dental, or veterinary officers be treated as part of basic pay for retirement purposes (H.R. 5353), E1524 [9SE]

Bankruptcy: prevent corporate abuse and provide greater protection for employees (H.R. 5525), H7010 [3OC]

Business and industry: enhance regulation of public auditors, improve corporate governance and overhaul corporate disclosure made pursuant to the securities laws (H.R. 3818), H4478-H4485 [10JY], E238 [28FE]

———enhance regulation of public auditors, improve corporate governance and overhaul corporate disclosures made pursuant to the securities laws, H3934 [26JN]

———improve financial reporting and independent audits and accounting services, create a Public Company Accounting Oversight Board, and improve SEC resources and oversight (S. 2673), H4337 [8JY], H4434, H4474 [10JY], E1317 [22JY]

———protect corporate whistleblowers, enhance criminal penalties, extend statute of limitations, and require retention of audit review documents, H4838-H4847 [17JY]

———protect investors by improving the accuracy and reliability of corporate disclosures pursuant to securities laws (H.R. 3763), H1453 [18AP], H1495 [23AP], H1544-H1592 [24AP], H4433, H4434, H4472 [10JY], H4499, H4500, H4503 [11JY], H4566 [12JY], H4692 [16JY], H4770, H4771, H4772, H4827, H4838 [17JY], H4876, H4877 [18JY], H4988, H5074-H5084 [22JY], E637, E643 [26AP], E657 [29AP], E670 [30AP]

———protect investors by improving the accuracy and reliability of corporate disclosures pursuant to securities laws (H.R. 3763), conference report, H5319, H5321, H5441 [24JY], H5459-H5480 [25JY], E1412, E1451, E1452, E1462, E1463, E1466 [29JY]

———protect investors by improving the accuracy and reliability of corporate disclosures pursuant to securities laws (H.R. 3763), consideration (H. Res. 395), H1540-H1544 [24AP]

———protect investors by improving the accuracy and reliability of corporate disclosures pursuant to securities laws (H.R. 3763), corrections in engrossment, H1592 [24AP]

———protect investors by improving the accuracy and reliability of corporate disclosures pursuant to securities laws (H.R. 3763), motion to instruct conferees, H4838-H4847 [17JY]

———protect investors by improving the accuracy and reliability of corporate disclosures pursuant to securities laws (H.R. 3763), motion to recommit, H1590, H1591 [24AP]

———protect investors through enhanced corporate responsibility, H3701 [19JN]

Corporate and Auditing Accountability, Responsibility, and Transparency Act: ensure that one member of the public regulatory agency be a person who has never been licensed to practice public accounting, H1564, H1565 [24AP]

Dept. of Veterans Affairs: allow for substitution of parties in claims for benefits when the applicant for such benefits dies while the claim is pending (H.R. 3733), E176 [15FE]

———allow payment of certain benefits to begin effective the first day of the month in which hospitalization or treatment begins (H.R. 4036), E431 [21MR]

District of Columbia: allow use of estimated amounts in determining the service longevity component of Federal benefits for police officers (H.R. 5205), H7883 [10OC]

Economic Growth and Tax Relief Reconciliation Act: make pension and individual retirement arrangement provisions permanent (H.R. 4931), H3789-H3812 [21JN], E1157 [27JN]

———make pension and individual retirement arrangement provisions permanent (H.R. 4931), complete congressional action (H. Res. 544), H6563, H6678-H6681 [25SE]

———make pension and individual retirement arrangement provisions permanent (H.R. 4931), complete congressional action (H. Res. 544)—consideration (H. Res. 547), H6660-H6669 [25SE]

———make pension and individual retirement arrangement provisions permanent (H.R. 4931), consideration (H. Res. 451), H3781-H3789 [21JN]

———make pension and individual retirement arrangement provisions permanent (H.R. 4931), motion to recommit, H3809, H3810 [21JN]

Economy: national objectives priority assignments, H3932 [26JN]

Employment: provide vested employees control over retirement investment assets, H19 [23JA]

Energy Employees Occupational Illness Compensation Program Act: provide benefits to Dept. of Energy contractors exposed to toxic substances, expand coverage to certain individuals, and reform claimant assistance (H.R. 5493), E1699 [30SE]

Enron Corp.: economic collapse, H19, H20 [23JA], H40, H62 [24JA], H510 [14FE], H538 [26FE], H1233-H1248, H1255, H1258, H1262, H1263, H1265 [11AP], H1544-H1557, H1568, H1572 [24AP], H3613 [18JN], E591 [18AP], E703 [3MY]

———economic collapse (H. Con. Res. 300), H5, H19 [23JA]

———relief of employees relative to economic collapse, H87 [29JA], H3421 [11JN]

ERISA: provide for improved disclosure, diversification, account access, and accountability under individual account plans (H.R. 3657), H86 [29JA], E59 [29JA], E255 [5MR]

———provide for timely notification of plan participants and beneficiaries whose individual accounts hold employer securities of insider trading in employer securities (H.R. 3840), E255 [5MR]

———require certain pension plan administrators to provide reports to fully and accurately disclose the financial health of the plan sponsor and promote diversification of investment of their plan assets (H.R. 3642), E106 [6FE]

———treatment of certain funded deferred compensation plans, H1265 [11AP]

Federal employees: amend the definition of a law enforcement officer to include certain positions relative to retirement benefits (H.R. 1841), H3312 [11JN]

———application of catch-up contributions to the Thrift Savings Plan (H.R. 3340), H7056-H7058 [7OC]

———provide that service performed by an air traffic controller who is transferred to a supervisory or staff position continue to be treated as controller service for retirement purposes (H.R. 4760), E837 [17MY]

Global Crossing Holdings, Ltd.: economic collapse, H1544-H1557 [24AP]

Government regulations: prevent corporations from avoiding qualified plan rules by reincorporating in a foreign country, H3809-H3811 [21JN]

House of Representatives: legislative priorities, H6475-H6478 [24SE]

Income: ensure pension parity for employers and employees, H1260 [11AP]

———improve pension plan security, H4477 [10JY]

———improve pension plan security (H.R. 5110), H4566, H4570 [12JY], H4688 [16JY], H5472, H5478 [25JY]

———provide retirement investment advice to workers managing their retirement income assets, H1262 [11AP]

———provide retirement investment advice to workers managing their retirement income assets (H.R. 2269), E174 [15FE]

Investments: conduct a feasibility study on insurance programs relative to defined contribution plans, H1244 [11AP]

———prohibit knowing misrepresentations by fiduciaries of 401(k) plans which may induce participants to act contrary to their best interests and protect claims based on such misrepresentations (H.R. 3623), H51 [24JA]

———provide additional protection to participants in individual account plans, promote investment advice, and prohibit certain insider trades of securities (H.R. 3762), H1095 [9AP], H1217-H1267, H1270, H1271 [11AP], H4472 [10JY], H4692 [16JY], E174 [15FE], E533, E534, E542 [16AP], E554, E557, E559 [17AP], E587 [18AP]

———provide additional protection to participants in individual account plans, promote investment advice, and prohibit certain insider trades of securities (H.R. 3762), complete action (H. Res. 540)—consideration (H. Res. 547), H6660-H6669 [25SE]

———provide additional protection to participants in individual account plans, promote investment advice, and prohibit certain insider trades of securities (H.R. 3762), complete congressional action (H. Res. 540), H6563, H6669-H6677 [25SE], E1619 [19SE], E1693 [30SE]

———provide additional protection to participants in individual account plans, promote investment advice, and prohibit certain insider trades of securities (H.R. 3762), consideration (H. Res. 386), H1205-H1216 [11AP]

———provide additional protection to participants in individual account plans, promote investment advice, and prohibit certain insider trades of securities (H.R. 3762), motion to recommit, H1265 [11AP]

———provide additional protection to participants in individual account plans, promote investment advice, and prohibit certain insider trades of securities (H.R. 3762), permission to file report, H1072 [20MR]

Iron and steel industry: impact of steel import tariffs on steel-using industries, H6357 [18SE]

———remedy certain injurious effects of steel imports by protecting benefits of steelworkers and retirees and strengthening the U.S. steel industry (H.R. 4646), E770 [10MY], E1567 [12SE]

IRS: enforce pension age discrimination laws relative to conversion of defined benefit plans to cash balance plans, H5333-H5336 [24JY]

Kmart Corp.: bankruptcy, H19 [23JA]

Pensions: conduct a feasibility study on insurance programs relative to defined contribution plans, H1244 [11AP]

President's Commission To Strengthen Social Security: enact certain reforms (H.R. 4022), E438 [21MR]

———enact certain reforms (H.R. 4023), E438 [21MR]

———enact certain reforms (H.R. 4024), E438 [21MR]

———oppose reductions in guaranteed Social Security benefits, E425 [21MR]

Presidents of the U.S.: allowances and office staff for former Presidents funding, H5328-H5330 [24JY]

Public safety officers: ensure that officers who suffer a fatal heart attack or stroke while on duty shall be presumed to have died in the line of duty for purposes of survivor benefits (H.R. 5334), H6965, H6966 [2OC], H8925 [14NO], E1518 [5SE]

Reform, E151, E155 [14FE]

SEC: permit certain funds assessed for securities laws violations to be used to compensate employees who are victims of excessive pension fund investments in employers stock (H.R. 3634), E18 [24JA]

Social Security: create individual accounts ensuring full benefits for all workers and their families, give Americans ownership of their retirement, and restore long-term solvency, H725 [6MR]

———divert percentage of payroll taxes into personal retirement savings accounts, H7173-H7176 [8OC]

———ensure solvency, H667, H676 [5MR], H720-H728 [6MR], H837, H894-H899 [13MR], H1624 [25AP], H3548-H3555 [13JN], E297 [7MR]

———guarantee the right of individuals to receive certain benefits in full with an accurate annual cost-of-living adjustment (H.R. 3135), E584 [18AP]

———investment of trust funds in private financial markets, H722, H728 [6MR], H823-H828 [12MR], H1386-H1389 [17AP], H2515, H2516, H2517 [16MY], H2668 [21MY], H2837 [22MY], H3584 [17JN], H4025, H4036 [26JN], H4682 [16JY], H7173-H7176 [8OC], E1956 [24OC]

———issue certificate to guarantee the right of individuals to receive certain benefits in full with an accurate annual cost-of-living adjustment, H722, H723 [6MR]

———provide miscellaneous enhancements in benefits for women (H.R. 4069), H2413-H2422 [14MY], E416, E435 [21MR]

Taxation: impose excise tax on sales of stock by corporate insiders occurring when the company prevents employees from selling stock in pension plans and ensure more accurate reporting of corporate liabilities (H.R. 3622), E17 [24JA]

———provide certain credits to expand retirement savings for moderate and lower income workers (H.R. 5190), E1339 [24JY]

———repeal tax increase on Social Security benefits (H.R. 4789), E887 [23MY]

———treatment of executive perks and retirement benefits relative to stock options, undisclosed benefits, and deferred compensation (H.R. 5432), H6666 [25SE]

Veterans: increase rates of disability compensation for veterans with service-connected disabilities and dependency and indemnity compensation for survivors of certain disabled veterans (H.R. 4085), H2624-H2628 [20MY], H7122-H7124 [7OC], E869, E874 [22MY], E1806 [9OC]

———increase the minimum Survivor Benefit Plan basic annuity for certain surviving spouses (H.R. 548), H5 [23JA]

———permit concurrent receipt of military retired pay with service-connected disability benefits, H1046, H1047, H1070 [20MR], H2272, H2274 [9MY], H7854-H7859 [10OC], E1155 [27JN], E1850, E1860 [11OC], E1867 [15OC], E1910 [17OC], E2020, E2021, E2024, E2042 [14NO], E2057, E2068 [15NO]

Remarks in Senate

Armed Forces: reduce the age for receipt of military retired pay for non-regular service (S. 2250), S3436 [25AP]

Bankruptcy: provide a right to be heard for participants and beneficiaries of an employee pension benefit plan of a debtor in order to protect pensions of those employees and retirees (S. 3139), S10708 [17OC]

———provide for a creditors' committee of employee and retiree representatives of a debtor in order to protect pensions of those employees and retirees (S. 3028), S9847 [2OC]

Business and industry: deter fraud and abuse by corporate executives, S6545, S6549 [10JY]

———hold corporate executives, who mislead workers about company stock in their pension plans, financially responsible for any losses, S6755, S6756 [15JY]

———improve financial reporting and independent audits and accounting services, create a Public Company Accounting Oversight Board, and improve SEC resources and oversight (S. 2673), S6121 [26JN], S6297, S6300-S6302 [28JN], S6327-S6347 [8JY], S6436-S6444, S6491-S6496 [9JY], S6523-S6560, S6561 [10JY], S6598, S6603-S6633, S6636-S6643, S6681 [11JY], S6683-S6685, S6687-S6700 [12JY], S6734-S6770, S6772-S6779, S6797, S6801, S6811 [15JY], S6829, S6861 [16JY], S6883, S6888, S6889 [17JY], S7248 [24JY]

———improve financial reporting and independent audits and accounting services, create a Public Company Accounting Oversight Board, and improve SEC resources and oversight (S. 2673), unanimous-consent agreement, S6173 [26JN]

———improve financial reporting and independent audits and accounting services, create a Public Company Accounting Oversight Board, and improve SEC resources and oversight (S. 2673), unanimous-consent request, S6547 [10JY]

———protect investors by improving the accuracy and reliability of corporate disclosures pursuant to securities laws (H.R. 3763), conference report, S7340, S7350-S7365 [25JY], S7414, S7418 [26JY], S10612, S10613 [17OC]

———protect investors by improving the accuracy and reliability of corporate disclosures pursuant to securities laws (H.R. 3763), insert S. 2673 language in lieu, S6779 [15JY]

Capital Construction Fund: provide for qualified withdrawals for fishermen leaving the industry and for the rollover to individual retirement plans (S. 1962), S907 [15FE]

Crime: increase penalties relating to conspiracy, mail fraud, wire fraud, and ERISA violations, S6545-S6551 [10JY]

Democratic Party: national agenda, S4555 [20MY]

Dept. of Veterans Affairs: improve the processing of claims for veterans compensation and pensions (S. 1656), S10664 [17OC]

———recalculate retirement annuities for certain health care professionals performing part-time services (S. 2227), S3167 [23AP]

District of Columbia: allow use of estimated amounts in determining the service longevity component of Federal benefits for police officers (H.R. 5205), S10742 [17OC]

Economic Growth and Tax Relief Reconciliation Act: make pension and individual retirement arrangement provisions permanent (H.R. 4931), S5966 [24JN], S5969 [25JN]

Economy: national objectives priority assignments, S8711-S8718 [18SE], S8889, S8892-S8894, S8913 [19SE], S9005-S9008, S9010, S9011 [23SE], S9099 [24SE], S9179-S9183 [25SE]

Employment: encourage employers to offer retirement plans to employees, S5970 [25JN]

Energy Employees Occupational Illness Compensation Program Act: provide benefits to Dept. of Energy contractors exposed to toxic substances, expand coverage to certain individuals, and reform claimant assistance (S. 3058), S9986-S9992 [4OC]

Enron Corp.: economic collapse, S262, S263 [4FE], S320 [5FE], S525 [8FE], S1991 [18MR], S2941 [18AP], S4619-S4621 [21MY], S10563 [16OC]

ERISA: increase the maximum levels of guaranteed single-employer plan benefits (S. 2875), S7940 [1AU]

———provide for improved disclosure, diversification, account access, and accountability under individual account plans (S. 1919), S491 [7FE]

Families and domestic relations: improve retirement security, S4246 [13MY], S4788 [23MY]

Federal employees: adjust certain Federal annuity computations relative to periods of receiving disability payments, S9411 [26SE]

———adjust certain Federal annuity computations relative to periods of receiving disability payments (S. 2936), S10751 [17OC]

———application of catch-up contributions to the Thrift Savings Plan (H.R. 3340), S10959 [13NO]

———extend civil service retirement options to IRS revenue officers, INS inspectors, and certain other Federal law enforcement officers (S. 1935), S662-S664 [12FE]

Government regulations: permit defined benefit plans to use adjusted interest rates for calculating contributions and make permanent certain rules for interstate bus lines with frozen pension plans (S. 2563), S4852 [23MY]

Investments: allow workers flexibility in treatment of investments in individual account plans and require certain disclosures prior to transaction suspension periods (S. 1971), S1253 [27FE], S10604-S10606 [17OC]

———promote the provision of retirement investment advice to workers managing their retirement income assets (S. 1978), S1394 [1MR], S1929 [14MR]

———provide additional protection to participants in individual account plans, promote investment advice, and prohibit certain insider trades of securities, S4246, S4247 [13MY], S4788 [23MY]

———provide additional protection to participants in individual account plans, promote investment advice, and prohibit certain insider trades of securities (S. 1969), S1212 [26FE], S1248 [27FE]

———provide greater protection of workers' retirement plans and prohibit certain activities by persons providing auditing services to issuers of public securities (S. 1921), S492 [7FE]

———provide individual investment account participants with improved information on asset investments, new diversification rights, and new limitations on pension plan blackouts (S. 2190), S2847-S2849 [17AP]

———provide workers in individual account plans with information on how their assets are invested and the need to diversify assets (S. 2185), S2838 [17AP]

———stock market volatility, S7414 [26JY]

Iron and steel industry: make certain steelworker retirees eligible for temporary health benefits under trade adjustment assistance programs, S4086, S4112, S4134-S4137 [9MY], S4439, S4459-S4472 [16MY], S4559 [20MY], S4581-S4591 [21MY], S4801-S4803 [23MY]

———remedy certain injurious effects of steel imports by protecting benefits of steelworkers and retirees and strengthening the U.S. steel industry (S. 2189), S2842-S2847 [17AP], S2940 [18AP], S3159 [23AP], S4586, S4589, S4590 [21MY]

Kentucky: permit the operation of a separate retirement system for certain public employees under Social Security (S. 1929), S587 [11FE]

Lapic, Trudy: Senate payment of benefits relative to death of Thomas Lapic (S. Res. 356), S11148 [14NO]

Law enforcement officers: adjust certain U.S. Park Police and Secret Service pension benefits as a result of the conversion to a new salary schedule (S. 1934), S662 [12FE]

Medal of Honor: increase rate of special pension for recipients, authorize recipients to be furnished an additional medal for display purposes, and increase criminal penalties associated with misuse or fraud (S. 2025), S2009 [18MR]

President's Commission To Strengthen Social Security: oppose reductions in guaranteed Social Security benefits (S. Res. 230), S2289 [21MR]

Public Company Accounting Oversight Board: conduct oversight spot audits of public companies, S6748, S6749 [15JY]

Public Company Accounting Reform and Investor Protection Act: impact on small business, S6692 [12JY]

Public safety officers: ensure that officers who suffer a fatal heart attack or stroke while on duty shall be presumed to have died in the line of duty for purposes of survivor benefits (H.R. 5334), S11246 [18NO]

———ensure that officers who suffer a fatal heart attack or stroke while on duty shall be presumed to have died in the line of duty for purposes of survivor benefits (S. 3114), S10573 [16OC]

Reform, S5263 [10JN], S5970, S5971 [25JN]

SEC: administrative enforcement of regulations relative to corporate executives and auditors, S10994-S10996 [14NO]

———enhance ability to impose civil fines, conduct investigations, and remove certain officers and directors of publicly traded companies, S6620-S6625 [11JY]

Senior citizens: establish grant program to provide financial and retirement education programs to reduce financial abuse and fraud among mid-life and older individuals (S. 2982), S8932 [19SE]

———prevent and increase penalties for crimes such as health care, pension, and telemarketing fraud, and nursing home abuse and fraud (S. 2240), S3310-S3316 [24AP]

Social Security: ensure solvency, S984-S986 [25FE], S3597 [1MY]

———investment of trust funds in private financial markets, S4577-S4579 [21MY], S5108-S5111 [6JN], S5393-S5395 [12JN], S5722-S5725 [19JN], S6732 [15JY], S7414-S7417 [26JY], S7851, S7852 [1AU]

———provide miscellaneous enhancements in benefits for women (H.R. 4069), unanimous-consent request, S9703 [1OC]

———provide miscellaneous enhancements in benefits for women (S. 2533), S4537 [17MY]

———repeal Government pension offset and windfall elimination provisions (S. 1523), S7572 [30JY]

———strengthen and permanently preserve through the power of investment and compound interest without benefit reductions or tax increases (S. 5), S11577 [19NO]

Taxation: allow employers a tax credit for providing independent investment advice to employees (S. 2087), S2488 [10AP]

———allow Federal civilian and military retirees to pay health insurance premiums on a pretax basis and allow a deduction for TRICARE supplemental premiums (S. 1022), S7464 [29JY]

———encourage retirement savings for individuals by providing a refundable credit for individuals to deposit in a Social Security Plus account (S. 2693), S6253-S6255 [27JN]

———establish health insurance tax credits for workers negatively impacted by trade who participate in trade adjustment assistance programs, S4609 [21MY], S10837-S10839 [12NO]

———increase contribution limit and impose reporting requirements relative to simplified employer pension plans, S1700 [8MR]

———provide certain credits to expand retirement savings for moderate and lower income workers (S. 2733), S6870 [16JY]

———repeal tax increase on Social Security benefits (S. 237), unanimous-consent request, S10620 [17OC]

———waive early withdrawal penalty for distributions from qualified retirement plans to individuals called to active duty during the national emergency declared by the President, S210 [29JA]

Veterans: clarify the applicability of the prohibition on assignment of veterans benefits to agreements regarding future receipt of compensation and educate veterans on available legitimate financial services (S. 2003), S1707 [8MR], S2250 [21MR]

———computation of annuities of surviving spouses of uniformed services members who died entitled to retired or retainer pay but before the Survivor Benefit Plan existed or applied to the members (S. 2632), S5704 [18JN]

———expand eligibility for additional retired pay percentage for extraordinary heroism to retired military reservists (S. 2211), S2967 [18AP]

———increase rates of disability compensation and dependency and indemnity compensation and revise requirements for maintaining levels of extended-care services to veterans (S. 2229), S3168 [23AP]

———increase rates of disability compensation for veterans with service-connected disabilities and dependency and indemnity compensation for survivors of certain disabled veterans (H.R. 4085), S9550 [26SE]

———increase rates of disability compensation for veterans with service-connected disabilities and dependency and indemnity compensation for survivors of certain disabled veterans (S. 2074), S2369 [8AP]

———increase the minimum Survivor Benefit Plan basic annuity for certain surviving spouses, S5766 [19JN]

———permit concurrent receipt of military retired pay with service-connected disability benefits, S5745-S5755, S5759, S5762, S5790 [19JN], S5834 [20JN], S9703 [1OC], S10014-S10016 [7OC], S10085-S10087 [8OC], S10484, S10546-S10548 [16OC], S10859, S10860, S10867, S10869-S10872, S10880 [13NO]

———permit concurrent receipt of military retired pay with service-connected disability benefits (S. 2051), S2273, S2274 [21MR]

Women: provide comprehensive pension protection (S. 2707), S6320, S6321 [28JN]

Reports

Depts. of Veterans Affairs and HUD, and Sundry Independent Agencies Appropriations (H.R. 5605): Concurrent Receipt of Military Retired Pay With Service-Connected Disability Benefits Provisions, S10547 [16OC]

Enron's Pawns—How Public Institutions Bankrolled Enron's Globalization Game: Institute for Policy Studies, E703-E705 [3MY]

Reports filed

Adjust Certain Federal Annuity Computations Relative to Periods of Receiving Disability Payments: Committee on Governmental Affairs (Senate) (S. 2936), S10442 [15OC]

Application of Federal Employees Thrift Savings Plan Catch-Up Contributions: Committee on Government Reform (House) (H.R. 3340) (H. Rept. 107-686), H6691 [25SE]

Consideration of H. Res. 540, Complete Congressional Action on H.R. 3762, Pension Security Act: Committee on Rules (House) (H. Res. 547) (H. Rept. 107-684), H6558 [24SE]

Consideration of H. Res. 544, Complete Congressional Action on H.R. 4931, Retirement Savings Security Act: Committee on Rules (House) (H. Res. 547) (H. Rept. 107-684), H6558 [24SE]

Consideration of H.R. 3762, Pension Security Act: Committee on Rules (House) (H. Res. 386) (H. Rept. 107-396), H1199 [10AP]

Consideration of H.R. 3763, Corporate and Auditing Accountability, Responsibility, and Transparency Act: Committee on Rules (House) (H. Res. 395) (H. Rept. 107-418), H1532 [23AP]

Consideration of H.R. 4931, Retirement Savings Security Act: Committee on Rules (House) (H. Res. 451) (H. Rept. 107-522), H3774 [20JN]

Corporate and Auditing Accountability, Responsibility, and Transparency Act: Committee on Financial Services (House) (H.R. 3763) (H. Rept. 107-414), H1489 [22AP]

Employee Retirement Savings Bill of Rights: Committee on Ways and Means (House) (H.R. 3669) (H. Rept. 107-382), H1087 [20MR]

Federal Employees Thrift Savings Plan Application of Catch-Up Contributions: Committee on Governmental Affairs (Senate) (S. 1822), S11573 [19NO]

Hometown Heroes Survivors Benefits Act: Committee on the Judiciary (House) (H.R. 5334) (H. Rept. 107-786), H9023 [14NO]

National Employee Savings and Trust Equity Guarantee Act: Committee on Finance (Senate) (S. 1971) (S. Rept. 107-242), S8091 [3SE]

Pension Security Act: Committee on Education and the Workforce (House) (H.R. 3762) (H. Rept. 107-383), H1151 [9AP]

Protecting America's Pensions Act: Committee on Health, Education, Labor, and Pensions (Senate) (S. 1992) (S. Rept. 107-226), S7430 [26JY]

Public Company Accounting Reform and Investor Protection Act: Committee on Banking, Housing, and Urban Affairs (Senate) (S. 2673), S6013 [25JN]

———Committee on Banking, Housing, and Urban Affairs (Senate) (S. 2673) (S. Rept. 107-205), S6361 [8JY]

Retirement Savings and Security Act: Committee on Ways and Means (House) (H.R. 5558) (H. Rept. 107-733), H7737 [9OC]

Sarbanes-Oxley Act: Committee of Conference (H.R. 3763) (H. Rept. 107-610), H5452 [24JY]

Veterans' and Survivors' Benefits Expansion Act: Committee on Veterans' Affairs (House) (H.R. 4085) (H. Rept. 107-472), H2606 [16MY]

Veterans' Compensation Cost-of-Living Adjustment Act: Committee on Veterans Affairs (Senate) (S. 2074) (S. Rept. 107-215), S7164 [22JY]

Rulings of the Chair

Business and industry: improve financial reporting and independent audits and accounting services, create a Public Company Accounting Oversight Board, and improve SEC resources and oversight (S. 2673), S6687 [12JY]

Statements

Permit Concurrent Receipt of Military Retired Pay With Service-Connected Disability Benefits: Retired Enlisted Association, S5747 [19JN]

Simple Truths About the Budget and the Debt, H1443 [18AP]

Social Security Benefit Enhancements for Women Act: John J. Sweeney, AFL-CIO, H2419 [14MY]

Summaries

Comprehensive Investor Protection Act (H.R. 3818), E238 [28FE]

Employee Pension Freedom Act (H.R. 3657), E59 [29JA]

Reform of Energy Workers Compensation Act (H.R. 5493), E1688 [30SE]

Retirement Security Protection Act (S. 1919), S492 [7FE]

Social Security Commission Plans Would Entail Substantial Benefit Reductions and Large Subsidies for Private Accounts: Century Foundation and Center on Budget and Policy Priorities, S5724 [19JN]

Social Security Plus Account Act (S. 2693), S6255 [27JN]

Tables

Comparison of fiscal year veterans mortgage liquidation rates—reservists versus all others, H2628 [20MY]

Debt owed to Federal trust funds, H1443 [18AP]

Estimated revenue effects of making certain steelworker retirees eligible for temporary health benefits under trade adjustment assistance programs, S4590 [21MY]

Trust funds used to balance the budget, S155 [28JA]

Testimonies

Energy Employees Occupational Illness Compensation Program: Alex Smith, S9991 [4OC]

———Phil Schofield, S9992 [4OC]

Health Care and Pension Issues Affecting Steelworkers: Leo W. Gerard, United Steelworkers of America, S2817 [17AP]

Pension Reform: Betty R. Moss, E151-E153 [14FE]

———Karl V. Farmer, E155 [14FE]

Texts of

H. Res. 386, consideration of H.R. 3762, Pension Security Act, H1205 [11AP]

H. Res. 395, consideration of H.R. 3763, Corporate and Auditing Accountability, Responsibility, and Transparency Act, H1540 [24AP]

H. Res. 451, consideration of H.R. 4931, Retirement Savings Security Act, H3781 [21JN]

H. Res. 540, complete congressional action on H.R. 3762, Pension Security Act, H6669 [25SE]

H. Res. 544, complete congressional action on H.R. 4931, Retirement Savings Security Act, H6678 [25SE]

H. Res. 547, consideration of H. Res. 540, H. Res. 543, and H. Res. 544, complete congressional action on H.R. 3762, Pension Security Act, H.R. 4931, Retirement Savings Security Act, and H.R. 4019, make marriage penalty relief permanent, H6660 [25SE]

H.R. 3340, application of catch-up contributions to the Federal Employees Thrift Savings Plan, H7056 [7OC]

H.R. 3762, Pension Security Act, H1217-H1233 [11AP]

H.R. 3763, Corporate and Auditing Accountability, Responsibility, and Transparency Act, S6779-S6793 [15JY]

H.R. 4069, Social Security Benefit Enhancements for Women Act, H2413 [14MY]

H.R. 4085, Veterans' and Survivors' Benefits Expansion Act, H2624 [20MY]

H.R. 4085, Veterans' Compensation Cost-of-Living Adjustment Act, H7122 [7OC]

H.R. 4931, Retirement Savings Security Act, H3789 [21JN]

H.R. 5205, allow use of estimated amounts in determining the service longevity component of Federal benefits for District of Columbia police officers, H7883 [10OC]

H.R. 5334, Hometown Heroes Survivors Benefits Act, H8925 [14NO]

S. 1962, Capital Construction Fund Qualified Withdrawal Act, S908 [15FE]

S. 1969, Pension Security Act, S1213-S1216 [26FE]

S. 1971, National Employee Savings and Trust Equity Guarantee Act, S1254-S1257 [27FE]

S. 1978, Retirement Security Advice Act, S1394-S1396 [1MR]

S. 2003, Veterans Benefits and Pensions Protection Act, S1708 [8MR]

S. 2025, Living American Hero Appreciation Act, S2009 [18MR]

S. 2051, permit concurrent receipt of military retired pay with service-connected disability benefits, S2273 [21MR]

S. 2074, Veterans' Compensation Cost-of-Living Adjustment Act, S2369 [8AP]

S. 2087, allow employers a tax credit for providing independent investment advice to employees, S2489 [10AP]

S. 2185, provide workers in pension individual account plans with information on how their assets are invested and the need to diversify assets, S2839 [17AP]

S. 2189, Steel Industry Consolidation and Retiree Benefits Protection Act, S2844-S2847 [17AP]

S. 2211, expand eligibility for additional retired pay percentage for extraordinary heroism to retired military reservists, S2968 [18AP]

S. 2227, recalculate retirement annuities for certain Dept. of Veterans Affairs health care professionals performing part-time services, S3167 [23AP]

S. 2229, Veterans Benefits Improvement Act, S3168 [23AP]

S. 2240, Seniors Safety Act, S3311-S3315 [24AP]

S. 2533, Social Security Benefit Enhancements for Women Act, S4537 [17MY]

S. 2563, permit defined benefit pension plans to use adjusted interest rates for calculating contributions and make permanent certain rules for interstate bus lines with frozen pension plans, S4853 [23MY]

S. 2632, Forgotten Widows' Benefit Equity Act, S5705 [18JN]

S. 2936, adjust certain Federal annuity computations relative to periods of receiving disability payments, S10751 [17OC]

S. 2982, Education for Retirement Security Act, S8933 [19SE]

S. 3058, Energy Workers Compensation Act, S9987-S9991 [4OC]

S. 3139, Employee Pension Bankruptcy Protection Act, S10708 [17OC]

S. Con. Res. 111, payment of pension to Harriet Ross Tubman for Army services as a nurse and a scout during the Civil War, S4406 [15MY]

S. Res. 230, oppose the reductions in guaranteed Social Security benefits proposed by President's Commission To Strengthen Social Security, S2288 [21MR]

S. Res. 356, Senate payment of benefits to Trudy Lapic relative to death of Thomas Lapic, S11086, S11148 [14NO]