PENSIONS related term(s) Employee Retirement Income Security Act (ERISA); Income

Amendments

Taxation: encourage retirement and family savings (H.R. 6757), consideration (H. Res. 1084), H9111 [27SE]

Appointments

Committee on Solvency of Multiemployer Pension Plans (Joint, Select), S1254 [27FE], H1223, H1224 [23FE], H1337 [1MR]

Bills and resolutions

Bankruptcy: improve protections for employees and retirees in business bankruptcies (see S. 2518), S1452 [7MR]

——— modify venue requirements relative to bankruptcy proceedings (see S. 2282), S67 [8JA]

Budget: exempt Social Security, Medicare, and Medicaid from any Federal balanced budget requirement (see H.R. 5466), H3146 [11AP]

Capitol Police: treat transfer to a Federal Law Enforcement Training Center administrative or supervisory position as law enforcement officer service for retirement purposes (see H.R. 6490), H7154 [24JY]

Commission on Retirement Security: establish (see S. 2753), S2440 [25AP]

Computers: provide for the electronic delivery of pension plan information (see S. 3795), S7926 [19DE]

Consumers: provide for additional protections and disclosures to consumers when financial products or services are related to the consumers’ military or Federal pensions (see H.R. 7299), H10209 [13DE]

Dept. of Homeland Security: apply certain annuity benefits to Federal Protective Service law enforcement officers (see H.R. 6051), H5020 [8JN]

Dept. of Veterans Affairs: provide for payment of Medal of Honor special pension to the surviving spouse of a deceased Medal of Honor recipient (see S. 2485), S1316 [1MR] (see H.R. 6679), H7772 [24AU]

ERISA: amend (see H.R. 7278), H10169 [12DE]

Federal employees: calculate cost-of-living adjustments for retirees under Federal Employee Retirement System in the same way as those for retirees under Civil Service Retirement System (see H.R. 7165), H9573 [20NO]

——— provide a corporate responsibility investment option under the Thrift Savings Plan (see S. 3244), S5107 [19JY] (see H.R. 6452), H6588 [19JY]

——— provide for investment option under the Thrift Savings Plan that does not include investment in any fossil fuel companies (see S. 3424), S6059 [6SE]

——— provide that civilian service as a temporary employee after a certain date may be creditable service under the Federal Employees Retirement System (see H.R. 5389), H2040 [22MR]

——— reduce annuity for those convicted of a felony that resulted in, or would have resulted in, removal from the civil service (see H.R. 6388), H6263 [16JY]

Income: authorize a new composite multiemployer pension plan design (see H.R. 4997), H1125 [13FE]

——— incentivize automatic enrollment and escalation of contributions to workplace retirement plans and facilitate participation in such plans by small businesses (see S. 3221), S5003 [17JY]

——— modify certain laws relative to multiemployer pensions (see S. 3219), S5003 [17JY]

——— provide opportunity to provide for retirement through a S.A.F.E. account (see H.R. 7349), H10336 [19DE]

Investments: create portable retirement and investment accounts (see H.R. 6990), H9405 [28SE]

——— establish American Savings Accounts to facilitate retirement savings for all employees (see S. 3242), S5107 [19JY]

——— increase portability of and access to retirement savings (see S. 2474), S1286 [28FE] (see H.R. 6540), H7720 [26JY]

——— provide greater spousal protection under defined contribution plans, expand access to retirement savings, and increase financial literacy (see S. 3436), S6142 [12SE] (see H.R. 7026), H9414 [2OC]

——— reform the private retirement system by establishing USA Retirement Funds (see H.R. 7148), H9567 [16NO]

IRS: improve organizational structure, taxpayer protections, small business and retirement plan tax administration, service to low-income taxpayers, appeals process, and information technology infrastructure (see S. 3278), S5423 [26JY]

Law enforcement: reform benefits for public service officers (see H.R. 5060), H1212 [15FE]

Members of Congress: provide that a former Member being paid as a lobbyist is ineligible for Federal retirement or congressional benefits, require posting of financial disclosure reports, and restrict travel benefits (see H.R. 6640), H7732 [27JY]

——— terminate certain lifetime benefits provided to former Members of Congress (see H.R. 4981), H1074 [8FE]

National Retirement Security Week: support goals and ideals (see S. Res. 654), S6342 [26SE]

Newspapers: provide alternative minimum funding rules for certain single-employer benefit plans maintained by community newspapers (see H.R. 6377), H6262 [16JY]

Pension Benefit Guaranty Corp.: require payment of user fees by qualified professional asset managers seeking an individual exemption from certain requirements to enhance pension protection (see S. 2318), S254 [17JA]

Postal Service: improve operations, service, and transparency (see S. 2629), S1948 [22MR]

——— restore financial solvency and improve governance in order to ensure efficient and affordable nationwide delivery of mail (see H.R. 6076), H5093 [12JN]

Social Security: enhance benefits for children, divorced spouses, and widows and widowers (see S. 2484), S1316 [1MR]

——— exempt firefighters and police officers from the Government pension offset and windfall elimination provisions (see S. 3433), S6142 [12SE]

——— permit tribal councils to enter into agreements to obtain coverage for services performed by tribal council members (see H.R. 6124), H5224 [15JN]

——— protect system and improve benefits (see S. 2671), S2141 [16AP]

——— protect system and improve benefits (H.R. 1902), consideration (see H. Res. 968), H5748 [26JN]

——— strengthen by reforming benefit formula and calculation of cost-of-living adjustments and improving long-term condition of the trust fund (see H.R. 6929), H9149 [27SE]

Taxation: allow first responders to continue to exclude service-connected disability pension payments after reaching the age of retirement (see S. 2860), S2724 [16MY] (see H.R. 5860), H4209 [17MY]

——— allow limited 529 college savings programs funds to be used for elementary and secondary education, including homeschooling (see S. 3102), S4343 [21JN] (see H.R. 4862), H582 [19JA] (see H.R. 6674), H7756 [17AU]

——— encourage retirement and family savings (see H.R. 6757), H8106 [10SE]

——— encourage retirement and family savings (H.R. 6757), consideration (see H. Res. 1084), H9088 [26SE]

——— encourage retirement savings (see S. 2526), S1578 [8MR] (see H.R. 5282), H1608 [14MR]

——— exclude from gross income certain amounts received as pensions by retired law enforcement officers who volunteer as school resource officers (see H.R. 6981), H9405 [28SE]

——— increase retirement savings, improve access to retirement plans by small businesses, remove barriers to lifetime income retirement options, and provide relief from minimum distribution rules (see S. 3781), S7925 [19DE]

——— permit employers to make matching contributions to workers under certain retirement plans as if worker student loan payments were salary reduction contributions to the retirement plan (see S. 3771), S7790 [18DE]

——— permit unborn children to be account beneficiaries of section 529 education savings accounts (see H.R. 4794), H403 [16JA]

——— promote retirement savings on behalf of small business employees by improving SIMPLE retirement accounts and easing the transition from a SIMPLE plan to a 401(k) plan (see S. 3197), S4916 [11JY]

——— provide a contribution limit and increased minimum distributions for certain retirement plans with large account balances (see S. 3772), S7790 [18DE]

——— provide for greenhouse gas emission fees, reduce corporate income tax, provide tax credits to workers, and deliver additional benefits to the retired and disabled (see S. 2368), S612 [5FE] (see H.R. 4926), H783 [5FE]

——— provide for reporting and disclosure by State and local public employee retirement pension plans (see H.R. 6290), H5974 [28JN]

——— provide matching payments for retirement savings contributions by certain individuals (see S. 3636), S7050 [15NO]

Veterans: increase rates of disability compensation for veterans with service-connected disabilities and dependency and indemnity compensation for survivors of certain disabled veterans (see S. 3089), S4035 [19JN] (see H.R. 4958), H973 [7FE]

Washington Metropolitan Area Transit Authority: reauthorize certain grants, provide whistleblower protections to employees, reform pension plans, limit contributions from funding jurisdictions, and amend arbitration guidelines (see H.R. 6852), H8738 [20SE]

Letters

Constitutional amendment to require balanced budget: Nancy LeaMond, AARP (organization), H3107 [11AP], H3190 [12AP]

——— Scott Frey, American Federation of State, County and Municipal Employees, H3190 [12AP]

Correcting Miscalculations in Veterans’ Pensions Act: Representative Gowdy, Committee on Oversight and Government Reform (House), H9077 [26SE]

——— Representative Harper, Committee on House Administration (House), H9077 [26SE]

Dept. of the Treasury Pension Rehabilitation Administration establishment to make loans to multiemployer defined benefit plans from a Pension Rehabilitation Trust Fund: Douglas Rumsey, E1193 [4SE]

Family Savings Act: Nancy A. LeaMond, AARP (organization), H9132 [27SE]

Notices

Intention to object to S. 3278, Protecting Taxpayers Act: Senator Grassley, S5789 [21AU]

Remarks in House

Armed Forces: provide for interest payments by agencies in the case of administrative error in processing certain annuity deposits for prior military service (H.R. 4431), H9076–H9078 [26SE]

Bankruptcy: improve protections for employees and retirees in business bankruptcies (H.R. 138), H1645 [15MR]

Budget: exempt Social Security, Medicare, and Medicaid from any Federal balanced budget requirement, H3107–H3109 [11AP], H3175 [12AP], E493 [18AP]

Congress: legislative priorities, H422 [17JA]

Dept. of Homeland Security: apply certain annuity benefits to Federal Protective Service law enforcement officers (H.R. 6051), E813 [8JN]

Dept. of the Treasury: establish a Pension Rehabilitation Administration to make loans to multiemployer defined benefit plans from a Pension Rehabilitation Trust Fund (H.R. 4444), H80 [9JA], H6051 [11JY], H7833 [5SE], E1192 [4SE]

——— establish a Pension Rehabilitation Administration to make loans to multiemployer defined benefit plans from a Pension Rehabilitation Trust Fund (S. 2147), H80 [9JA]

Disasters: ensure protections for first responders, H5081, H5082 [12JN]

Income: modify certain laws relative to multiemployer pensions (H.R. 2412), H80 [9JA], E1192 [4SE]

——— secure multiemployer pension benefits, H78 [9JA], H1616 [15MR], H8891 [26SE]

Investments: adjust single-employer benefit plan premiums, H10472 [20DE]

——— protect multiemployer pension plan benefits, H3890 [10MY], H6273 [17JY]

Labor unions: limit use of official time for political activity and exclude certain official time from eligibility as creditable service under Federal employee pension programs, H7679–H7681 [25JY]

Law enforcement: reform benefits for public service officers (H.R. 5060), H3959 [15MY], H4142 [17MY]

Mining and mineral resources: transfer certain funds to the United Mine Workers of America Pension Plan (H.R. 3913), H418 [17JA]

Mondelez International, Inc.: decision to withdraw from employee pension plan, H5370 [21JN], H5752 [27JN]

National Retirement Planning Week: observance, H3196 [12AP]

Pension Benefit Guaranty Corp.: oppose reduction in premiums paid by certain cooperative and small employer pension plans, E1723 [21DE]

Postal Service: restore financial solvency and improve governance in order to ensure efficient and affordable nationwide delivery of mail (H.R. 6076), E854 [15JN]

——— restore financial solvency and improve governance in order to ensure the efficient and affordable nationwide delivery of mail (H.R. 756), H397 [16JA]

——— restore financial solvency and improve governance in order to ensure the efficient and affordable nationwide delivery of mail (H.R. 756), sponsorship, H1718 [20MR]

Social Security: funding, H3768 [7MY], H4783 [6JN]

——— permit tribal councils to enter into agreements to obtain coverage for services performed by tribal council members (H.R. 6124), H7118, H7119 [24JY]

——— protect system and improve benefits, H8180 [13SE]

Tax Cuts and Jobs Act: impact, H177 [16JA]

Taxation: encourage retirement and family savings, H10472 [20DE]

——— encourage retirement and family savings (H.R. 6757), H8891 [26SE], H9094, H9118–H9134 [27SE]

——— encourage retirement and family savings (H.R. 6757), consideration (H. Res. 1084), H9101–H9113 [27SE]

——— extend expiring provisions, modify tax treatment of disaster relief and retirement and savings, stimulate innovation, clarify and correct certain existing provisions, and modernize and improve the IRS, H9703–H9710 [29NO], H10341–H10343, H10445–H10477 [20DE], E1723 [21DE]

——— permit unborn children to be account beneficiaries of section 529 education savings accounts, H10474 [20DE]

——— reform, H7876 [6SE]

Trump, President: Executive order relative to ensuring transparency, accountability, and efficiency in taxpayer funded union time use, H7680 [25JY]

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. 4958), H4258, H4259 [21MY]

Remarks in Senate

Armed Forces: provide for interest payments by agencies in the case of administrative error in processing certain annuity deposits for prior military service (H.R. 4431), S7622 [13DE]

Budget: provide parity for defense and nondefense spending, S33–S35 [4JA]

Dept. of the Treasury: establish a Pension Rehabilitation Administration to make loans to multiemployer defined benefit plans from a Pension Rehabilitation Trust Fund (S. 2147), S181–S185 [16JA], S341 [19JA], S435 [22JA], S2667–S2672 [15MY]

Dept. of Veterans Affairs: protect individuals eligible for increased pension on the basis of need of regular aid and attendance from dishonest, predatory, or otherwise unlawful practices (H.R. 3122), S1191 [15FE]

Employment: provide for salary reductions for certain employees of pension plans in critical or declining status that reduces participant benefits, S182 [16JA]

Labor unions: protection of workers’ wages and pensions, S5553 [1AU]

Mining and mineral resources: transfer certain funds to the United Mine Workers of America Pension Plan (S. 1105), S2667 [15MY]

National Retirement Security Week: support goals and ideals (S. Res. 654), S6349 [26SE]

Newspapers: provide alternative minimum funding rules for certain single-employer benefit plans maintained by community newspaper, unanimous-consent request, S2466 [26AP]

Postal Service: improve operations, service, and transparency (S. 2629), S1931 [22MR], S1994 [9AP]

Presidents of the U.S.: modify monetary allowance payable to a former President, S3731, S3747 [12JN]

Senate: legislative priorities, S3 [3JA], S82 [9JA], S114–S116 [10JA], S276 [18JA], S446 [23JA], S514 [25JA], S544 [29JA]

Social Security: permit tribal councils to enter into agreements to obtain coverage for services performed by tribal council members (H.R. 6124), S6103 [6SE]

Tax Cuts and Jobs Act: impact, S601 [5FE]

Taxation: encourage retirement savings (S. 2526), S1580 [8MR]

——— permit employers to make matching contributions to workers under certain retirement plans as if worker student loan payments were salary reduction contributions to the retirement plan (S. 3771), S7791 [18DE]

——— promote retirement savings on behalf of small business employees by improving SIMPLE retirement accounts and easing the transition from a SIMPLE plan to a 401(k) plan (S. 3197), S4917 [11JY]

——— provide a tax credit to businesses that invest in American jobs, provide fair wages and benefits, employ active duty personnel, recruit veterans, and maintain a diverse workforce (S. 1778), S7125 [27NO]

——— provide for greenhouse gas emission fees, reduce corporate income tax, provide tax credits to workers, and deliver additional benefits to the retired and disabled (S. 1639), S899 [13FE]

——— provide for greenhouse gas emission fees, reduce corporate income tax, provide tax credits to workers, and deliver additional benefits to the retired and disabled (S. 2368), S5482 [31JY], S6211 [18SE], S7419 [11DE]

——— provide matching payments for retirement savings contributions by certain individuals (S. 3636), S7053 [15NO]

Trump, President: Executive orders relative to rights and protections of Federal employees, S5345–S5351 [25JY], S5416 [26JY]

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. 4958), S6311 [25SE]

Reports filed

Consideration of H.R. 6757, Family Savings Act: Committee on Rules (House) (H. Res. 1084) (H. Rept. 115–985), H9088 [26SE]

Consideration of Senate Amendment to H.R. 88, Retirement, Savings, and Other Tax Relief and IRS Modernization and Improvement: Committee on Rules (House) (H. Res. 1160) (H. Rept. 115–1054), H9690 [28NO]

——— Committee on Rules (House) (H. Res. 1180) (H. Rept. 115–1084), H10335 [19DE]

Correcting Miscalculations in Veterans’ Pensions Act: Committee on Oversight and Government Reform (House) (H.R. 4431) (H. Rept. 115–946), H8169 [12SE]

Family Savings Act: Committee on Ways and Means (House) (H.R. 6757) (H. Rept. 115–959), H8742 [24SE]

Presidential Allowance Modernization Act: Committee on Homeland Security and Governmental Affairs (Senate) (S. 1791) (S. Rept. 115–211), S1219 [26FE]

Save Community Newspaper Act: Committee on Ways and Means (House) (H.R. 6377) (H. Rept. 115–1011), H9467 [6NO]

Tribal Social Security Fairness Act: Committee on Ways and Means (House) (H.R. 6124) (H. Rept. 115–801), H5980 [29JN]

Veterans’ Compensation Cost-of-Living Adjustment Act: Committee on Veterans’ Affairs (House) (H.R. 4958) (H. Rept. 115–688), H4241 [18MY]

Texts of

H. Res. 1084, consideration of H.R. 6757, Family Savings Act, H9101 [27SE]

H. Res. 1160, consideration of Senate amendment to H.R. 88, retirement, savings, and other tax relief and IRS modernization and improvement, H9703 [29NO]

H. Res. 1180, consideration of Senate amendment to H.R. 88, retirement, savings, and other tax relief and IRS modernization and improvement, H10340 [20DE]

H.R. 88, retirement, savings, and other tax relief and IRS modernization and improvement, H10445–H10469 [20DE]

H.R. 4431, Correcting Miscalculations in Veterans’ Pensions Act, H9076 [26SE]

H.R. 4958, Veterans’ Compensation Cost-of-Living Adjustment Act, H4258 [21MY]

H.R. 6124, Tribal Social Security Fairness Act, H7118 [24JY]

H.R. 6757, Family Savings Act, H9118–H9126 [27SE]

S. 2282, Bankruptcy Venue Reform Act, S68 [8JA]

S. 2518, Protecting Employees and Retirees in Business Bankruptcies Act, S1456–S1460 [7MR]

S. 2860, Putting First-Responders First Act, S2727 [16MY]

S. Res. 654, support goals and ideals of National Retirement Security Week, S6347 [26SE]