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

Amendments

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. 397), H7334 [24JY]

——— establish a Pension Rehabilitation Administration to make loans to multiemployer defined benefit plans from a Pension Rehabilitation Trust Fund (H.R. 397), consideration (H. Res. 509), H7263 [24JY]

Dept. of Veterans Affairs: repeal requirement for reduction of survivor annuities under the Survivor Benefit Plan to offset the receipt of veterans’ dependency and indemnity compensation (H.R. 553), waive consensus calendar (H. Res. 476), H5323 [10JY]

Federal employees: prevent fraud by representative payees by prosecuting those who misuse Federal retirement funds (S. 1430), S6762, S6765 [21NO]

Members of Congress: allow to opt out of the Federal Employees Retirement System and allow such Members to continue to participate in the Thrift Savings Plan (S. 439), S7218, S7229 [19DE]

Taxation: encourage retirement savings (H.R. 1994), consideration (H. Res. 389), H4030 [21MY]

Bills and resolutions

Armed Forces: calculate retroactively to the start of Afghanistan combat operations of days of service performed as a Ready Reserve member to reduce eligibility age for receipt of retired pay for non-regular service (see H.R. 620), H675 [16JA]

——— ensure that an order to Reserve component members to serve on active duty is treated the same as other orders to serve on active duty for determining early retirement pay eligibility (see H.R. 2954), H4161 [23MY]

——— provide compensation and credit for retired pay purposes for maternity leave taken by Reserve component members (see S. 1615), S3059 [22MY] (see H.R. 2937), H4119 [22MY]

Bankruptcy: include claims for unfunded vested benefits in defined benefit pension plan as administrative expenses (see S. 1486), S2884 [15MY] (see H.R. 2619), H3678 [9MY]

——— make participant votes binding on suspension of benefits under multiemployer plans in critical and declining status and count only votes that are returned (see S. 833), S1899 [14MR]

——— modify venue requirements relative to bankruptcy proceedings (see H.R. 4421), H7835 [19SE]

——— protect pensions in bankruptcy proceedings (see S. 2737), S6299 [30OC]

Business and industry: establish certain procurement procedures relative to businesses wholly owned through an employee stock ownership plan (ESOP) (see H.R. 2022), H2985 [2AP]

——— modify certain laws relative to multiemployer pensions (see S. 1011), S2240 [3AP]

Charities: apply cooperative and small employer charity pension plan rules to certain charitable employers whose primary exempt purpose is providing services to mothers and children (see S. 2913), S6718 [20NO] (see H.R. 5202), H9121 [20NO]

Coast Guard: provide interim appropriations for Coast Guard Retired Serviceman’s Family Protection and Survivor Benefits Plans for each fiscal year after 2018 (see H.R. 847), H1282 [29JA]

Commission on Retirement Security: establish (see S. 1435), S2787 [13MY]

Committee on Solvency of Multiemployer Pension Plans (Joint, Select): establish (see H. Con. Res. 54), H7377 [24JY]

Congressional Office of Compliance: investigate all workplace discrimination claims filed by covered employees and require Members to reimburse the Treasury for amounts paid for employment discrimination (see H.R. 5464), H10609 [17DE]

Democracy: ensure election security, improve voting access, reduce influence of money in politics, establish accountability and integrity measures for Congress, and strengthen ethics rules for public servants (see H.R. 1612), H2583 [7MR]

Dept. of Labor: establish a pilot program for providing portable benefits to eligible workers (see S. 541), S1437 [25FE] (see H.R. 4016), H7464 [25JY]

——— provide a fiduciary safe harbor for the selection of a lifetime income provider under ERISA (see H.R. 1439), H2312 [28FE]

Dept. of the Treasury: establish a Pension Rehabilitation Administration to make loans to multiemployer defined benefit plans from a Pension Rehabilitation Trust Fund (see S. 2254), S5062 [24JY] (see H.R. 397), H358 [9JA]

Dept. of Veterans Affairs: address financial exploitation of veterans receiving a pension (see S. 2988), S6888 [5DE]

——— authorize Medal of Honor recipients to designate an individual to receive the special pension after death (see H.R. 1779), H2743 [14MR]

——— improve dependency and indemnity compensation for survivors of certain totally disabled veterans (see H.R. 464), H462 [10JA]

——— increase amount of special pension for Medal of Honor recipients (see S. 857), S1939 [25MR]

——— provide for payment of Medal of Honor special pension to the surviving spouse of a deceased Medal of Honor recipient (see S. 891), S2042 [27MR] (see H.R. 1826), H2754 [18MR]

——— repeal requirement for reduction of survivor annuities under the Survivor Benefit Plan to offset the receipt of veterans’ dependency and indemnity compensation (see S. 622), S1594 [28FE] (see H.R. 553), H600 [15JA]

——— repeal requirement for reduction of survivor annuities under the Survivor Benefit Plan to offset the receipt of veterans’ dependency and indemnity compensation (H.R. 553), waive consensus calendar (see H. Res. 476), H5301 [9JY]

Federal Agency Sunset Commission: establish (see H.R. 39), H202 [3JA]

Federal aid programs: prohibit administrative offset of Social Security, railroad retirement, and black lung benefit payments relative to claims arising from Federal debts (see S. 1649), S3105 [23MY] (see H.R. 2991), H4163 [23MY]

Federal employees: allow employees excepted from furlough during lapse in appropriations to make withdrawals from their Thrift Savings Plan accounts (see H.R. 338), H284 [8JA]

——— allow penalty-free distributions from retirement accounts in the case of Federal employees and certain Federal contractors impacted by the Federal Government shutdown (see S. 486), S1382 [14FE] (see H.R. 545), H600 [15JA] (see H.R. 766), H1210 [24JA]

——— amend the definition of a law enforcement officer to include certain positions relative to retirement benefits (see S. 473), S1325 [13FE] (see H.R. 1195), H1582 [13FE]

——— 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. 1254), H2030 [14FE]

——— deny retirement benefits to individuals convicted of child sex abuse (see S. 1264), S2569 [1MY]

——— permit disabled law enforcement, intelligence, and other safety and security officers and employees to receive the same retirement benefits as if they had not been disabled (see S. 531), S1383 [14FE] (see H.R. 1256), H2031 [14FE]

——— prevent fraud by representative payees by prosecuting those who misuse Federal retirement funds (see S. 1430), S2786 [13MY] (see H.R. 5214), H9167 [21NO]

——— prohibit International Stock Index Investment Fund of the Thrift Savings Plan from investing in any entity in-peer or near-peer competitor nations as outlined in the National Defense Strategy (see H.R. 2903), H4117 [22MY]

——— provide for an alternative removal for performance or misconduct, reduce benefits of employees convicted of certain crimes, and extend probationary periods (see S. 1898), S3843 [19JN] (see H.R. 3348), H4917 [19JN]

——— provide for forfeiture of Federal retirement benefits for employees convicted of certain crimes relative to the sexual abuse of children (see H.R. 3816), H5999 [17JY]

——— provide for investment option under the Thrift Savings Plan that does not include investment in any fossil fuel companies (see S. 1460), S2815 [14MY]

——— provide that a lapse in discretionary appropriations constitutes a financial hardship for purposes of a withdrawal from the Thrift Savings Plan (see H.R. 673), H718 [17JA]

——— 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. 2478), H3438 [2MY]

——— provide that sums in the Thrift Savings Plan may not be invested in securities that are listed on certain foreign exchanges (see S. 2791), S6447 [6NO] (see H.R. 5018), H8738 [8NO]

——— require disclosure, public documentation, and reporting of Federal employee bonuses and pension records (see H.R. 2612), H3678 [9MY]

——— waive certain penalties for affected Federal employees receiving a distribution from the Thrift Savings Plan during a lapse in appropriations (see S. 204), S586 [24JA]

Federal firefighters: establish presumptive disability benefits for certain diseases and disabilities (see S. 1942), S4455 [24JN] (see H.R. 1174), H1581 [13FE]

——— provide for more accurate computation of retirement benefits (see H.R. 1255), H2030 [14FE]

Federal-State relations: prohibit Federal bailout of, or other Federal assistance to, State and local government pension plans (see H.R. 2126), H3128 [8AP]

GAO: study disability and pension benefits provided to National Guard and Reserve components of the Armed Forces members by Dept. of Veterans Affairs (see S. 3110), S7207 [19DE] (see H.R. 4183), H7500 [13AU]

——— submit report on the Virgin Islands pension system (see H.R. 408), H358 [9JA]

Government regulations: modify rules relative to multiple employer plans and pooled employer plans and modify Pension Benefit Guaranty Corp., premiums for cooperative and small employer charity (CSEC) plans (see H.R. 1993), H2923 [29MR]

GPO: exempt certain interests in mutual funds, unit investment trusts, employee benefit plans, and retirement plans from conflict of interest limitations in printing-related interests for position of Director (see S. 2851), S6567 [13NO] (see H.R. 5277), H9221 [3DE]

Income: incentivize automatic enrollment and escalation of contributions to workplace retirement plans and facilitate participation in such plans by small businesses (see S. 1020), S2240 [3AP]

Investments: allow penalty-free distributions from retirement accounts in the case of Federal contractors impacted by the Federal Government shutdown (see S. 469), S1325 [13FE]

——— establish universal personal savings program with a minimum employer contribution (see S. 1053), S2270 [4AP] (see H.R. 2120), H3128 [8AP]

——— provide greater spousal protection under defined contribution plans, expand access to retirement savings, and increase financial literacy (see S. 975), S2118 [1AP] (see H.R. 2005), H2937 [1AP]

——— require 401(k) plan sponsors to inform participants of projected monthly income expected at retirement based on current account balances (see S. 1574), S3005 [21MY] (see H.R. 2367), H3283 [25AP]

Law enforcement: reform benefits for public service officers (see S. 465), S1276 [12FE] (see H.R. 1210), H1583 [13FE]

Law enforcement officers: include hours worked in excess of law enforcement premium pay limits for certain Federal officers in computation of annuity (see H.R. 2828), H3962 [17MY]

Lobbyists: provide that a former Member of Congress or congressional employee who receives compensation as a lobbyist for a foreign entity shall not be eligible for retirement benefits or certain other Federal benefits (see H.R. 1022), H1391 [6FE]

——— provide that a former Member of Congress or congressional employee who receives compensation as a lobbyist shall not be eligible for retirement benefits or certain other Federal benefits (see H.R. 3326), H4771 [18JN]

Medicare: limit penalty for late enrollment under part B and exclude periods of Consolidated Omnibus Budget Reconciliation Act (COBRA), retiree, and VA coverage from such late enrollment penalty (see H.R. 1788), H2744 [14MR]

——— provide for certain rules on treatment of eligible retirement plans in determining eligibility of individuals for premium and cost-sharing subsidies under part D (see H.R. 4655), H8111 [11OC]

Members of Congress: allow to opt out of the Federal Employees Retirement System and allow such Members to continue to participate in the Thrift Savings Plan (see S. 439), S1275 [12FE]

——— ban lobbying after leaving office and individual stock ownership and restrict travel benefits and certain perks for former Members (see H.R. 3419), H5036 [21JN]

——— extend the basis for denial of retirement credit to include conviction of any felony (see H.R. 355), H284 [8JA]

——— 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. 577), H601 [15JA]

——— terminate certain lifetime benefits provided to former Members of Congress (see H.R. 199), H208 [3JA]

——— terminate pensions, except the right to continue participating in Thrift Savings Plan (see S. 438), S1275 [12FE] (see H.R. 164), H207 (see H.R. 191), H208 [3JA] (see H.R. 765), H1210 [24JA]

Mining and mineral resources: include certain coal industry retirees in Multiemployer Health Benefit Plan (see H.R. 934), H1341 [31JA]

——— transfer certain funds to the United Mine Workers of America Pension Plan (see S. 27), S19 [3JA] (see S. 671), S1705 [6MR] (see S. 2788), S6447 [6NO]

——— transfer certain funds to the United Mine Workers of America Pension Plan and reduce minimum age for allowable in-service distributions (see H.R. 935), H1341 [31JA]

National Infrastructure Investment Corp.: establish (see H.R. 4780), H8386 [22OC]

National Retirement Security Week: support goals and ideals (see S. Res. 339), S5706 [25SE] (see S. Res. 380), S6156 [24OC]

Newspapers: provide alternative minimum funding rules for certain single-employer benefit plans maintained by community newspapers (see H.R. 1916), H2884 [27MR]

Pension Benefit Guaranty Corp.: prohibit use of premiums paid as an offset for other Federal spending (see H.R. 4035), H7465 [25JY]

——— require payment of user fees by qualified professional asset managers seeking an individual exemption from certain requirements to enhance pension protection (see S. 2598), S5793 [15OC]

Postal Service: provide for certain index fund investments from the Postal Service Retiree Health Benefits Fund (see H.R. 2553), H3474 [7MY]

——— repeal requirement to prepay future retirement benefits (see S. 2965), S6824 [3DE] (see H.R. 2382), H3303 [29AP]

Presidents of the U.S.: modify monetary allowance payable to a former President (see S. 580), S1540 [27FE] (see H.R. 1496), H2365 [5MR]

Small business: reduce duplicative filing costs for small businesses looking to offer retirement plans to their employees and sole-proprietors (see S. 354), S919 [6FE] (see H.R. 982), H1362 [5FE]

——— simplify and reduce costs for small businesses to join together in business associations to establish association retirement and other multiple employer pension benefit plans (see S. 1927), S4168 [20JN]

Social Security: allow choice of benefit payment method relative to computation rule application to workers attaining age 65 between 1982 and 1992 (see H.R. 4570), H8080 [27SE]

——— establish a Social Security Surplus Protection Account in the Federal Old-Age and Survivors Insurance Trust Fund and suspend investment of such funds until certain legislation is enacted (see H.R. 1215), H1583 [13FE]

——— exempt firefighters and police officers from the Government pension offset and windfall elimination provisions (see S. 710), S1734 [7MR]

——— improve benefits for widows and widowers in two-income households (see H.R. 1540), H2367 [5MR]

——— protect system and improve benefits (see S. 269), S769 [30JA] (see H.R. 860), H1331 [30JA]

——— provide an equitable formula for individuals with non-covered employment and provide relief for individuals currently affected by the Windfall Elimination Provision (see H.R. 4540), H8079 [27SE]

——— repeal Government pension offset and windfall elimination provisions (see S. 521), S1383 [14FE] (see H.R. 141), H206 [3JA]

——— repeal retirement earnings test (see H.R. 2663), H3726 [10MY]

——— strengthen by reforming benefit formula and calculation of cost-of-living adjustments and improving long-term condition of the trust fund (see H.R. 2654), H3679 [9MY]

Social Security and Medicare Part A Investment Commission: establish (see H.R. 1215), H1583 [13FE]

SSA: clarify mailing requirement relative to Social Security account statements (see S. 2989), S6888 [5DE] (see H.R. 5306), H9293 [5DE]

States: express that the Federal Government should take no action to redeem, assume, or guarantee any State debt, including pension obligations and require Dept. of the Treasury to report any such negotiations (see S. Res. 268), S4629 [27JN]

Taxation: allow first responders to continue to exclude service-connected disability pension payments after reaching the age of retirement (see S. 1278), S2612 [2MY]

——— allow limited 529 college savings programs funds to be used for elementary and secondary education, including homeschooling (see S. 157), S273 [16JA] (see H.R. 65), H203 [3JA] (see H.R. 621), H675 [16JA]

——— allow members of Armed Forces Ready Reserve to make elective deferrals to retirement plans on the basis of their service (see H.R. 905), H1334 [30JA]

——— clarify retirement income account rules relative to church controlled organizations (see S. 836), S1899 [14MR]

——— clarify treatment of certain retirement plan contributions picked up by governmental employers (see H.R. 3213), H4432 [11JN]

——— encourage retirement and family savings (see H.R. 1084), H1461 [7FE]

——— encourage retirement savings (see S. 972), S2118 [1AP] (see H.R. 1007), H1390 [6FE] (see H.R. 1994), H2923 [29MR]

——— encourage retirement savings (H.R. 1994), consideration (see H. Res. 389), H4009 [20MY]

——— expand availability of penalty-free distributions to unemployed individuals from retirement plans (see H.R. 1295), H2032 [14FE]

——— expand personal and retirement savings by allowing employees not covered by qualified retirement plans to save for retirement through automatic individual retirement accounts (see S. 2370), S5248 [31JY]

——— increase amount excluded from gross income by reason of distributions from governmental retirement plans for health and long-term care insurance for public safety officers (see H.R. 4897), H8594 [29OC]

——— 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. 1431), S2786 [13MY]

——— modify certain safe harbor requirements to encourage small businesses to offer retirement plans and to allow individuals to save more (see S. 321), S831 [4FE]

——— modify nondiscrimination rules to protect older, longer-service, and grandfathered participants in defined benefit retirement plans (see S. 2352), S5247 [31JY]

——— modify qualification requirements relative to certain multiple employer plans with pooled plan providers to make it less costly for small businesses to set up retirement plans (see H.R. 1907), H2884 [27MR]

——— 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. 1428), S2786 [13MY]

——— permit withdrawals from certain retirement plans for repayment of student loan debt (see S. 2962), S6788 [2DE]

——— promote retirement savings on behalf of small business employees by improving SIMPLE retirement accounts and easing transition from a SIMPLE plan to a 401(k) plan (see S. 322), S831 [4FE]

——— protect employees in the building and construction industry who are participants in multiemployer plans (see S. 2276), S5107 [25JY] (see H.R. 4043), H7465 [25JY]

——— provide a credit to small employers providing an eligible automatic contribution arrangement under a retirement savings plan (see H.R. 1938), H2885 [27MR]

——— 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 (see S. 223), S586 [24JA] (see H.R. 802), H1217 [25JA]

——— provide for greenhouse gas emission fees, provide tax credits to workers, and deliver additional benefits to the retired and disabled (see S. 1128), S2386 [10AP]

——— reduce penalties for self-corrections by taxpayers under certain laws affecting individual retirement plans relative to employer-sponsored retirement plans (see H.R. 4117), H7480 [30JY]

——— require that qualified cash or deferred arrangements allow certain long-term employees to participate (see H.R. 1874), H2826 [26MR]

——— treat any difficulty of care payments excluded from gross income as compensation for purposes of retirement contribution limitations (see H.R. 1932), H2885 [27MR]

——— treat as outstanding any employee-owned stock purchased by a business enterprise pursuant to certain employee stock ownership retirement plans under the tax on private foundation excess business holdings (see S. 2423), S5311 [1AU]

Veterans: create a dependency and indemnity compensation allowance for surviving spouses receiving dependency and indemnity compensation (see S. 1047), S2270 [4AP] (see H.R. 3221), H4626 [12JN]

——— expand eligibility for concurrent receipt of military retired pay and disability compensation to certain disabled retirees who are not eligible for combat-related special compensation (see H.R. 5060), H8825 [13NO]

——— expand eligibility for concurrent receipt of military retired pay or combat-related compensation with service-connected disability benefits and eliminate phase-in period for such benefits (see S. 208), S586 [24JA] (see H.R. 303), H282 (see H.R. 333), H283 [8JA]

——— increase rates of disability compensation for veterans with service-connected disabilities and dependency and indemnity compensation for survivors of certain disabled veterans (see S. 2072), S4773 [10JY] (see H.R. 1200), H1582 [13FE]

——— provide automatic cost-of-living adjustments in rates of disability compensation for veterans with service-connected disabilities and dependency and indemnity compensation for survivors of certain disabled veterans (see S. 408), S1132 [7FE]

Letters

Clarify mailing requirement relative to Social Security account statements: Bethany Lilly, ARC (organization), S6893 [5DE]

——— Cristinia Martin Firvida, AARP, S6891 [5DE]

——— Heather Ansley, Paralyzed Veterans of America (organization), S6892 [5DE]

——— John Runyan, Coalition for Paper Options, S6891 [5DE]

——— Max Richtman, National Committee to Preserve Social Security and Medicare (nonprofit organization), S6891 [5DE]

——— Nancy J. Altman, Social Security Works (nonprofit organization), S6892 [5DE]

——— Rick Delaney, Senior Citizens League, Inc., S6893 [5DE]

——— Tracey Gronninger, Justice in Aging (organization), S6891 [5DE]

Protection of Social Security Benefits Restoration Act: Max Richtman, National Committee To Preserve Social Security and Medicare, S3110 [23MY]

Rehabilitation for Multiemployer Pensions Act: D. Taylor, UNITE HERE! (organization), H7325 [24JY]

——— Garrett Bess, Heritage Action for America (organization), H7332 [24JY]

——— Grover G. Norquist, Americans for Tax Reform (organization), H7333 [24JY]

——— James P. Hoffa, International Brotherhood of Teamsters, H7324 [24JY]

——— Mary K. Henry, Service Employees International Union, H7327 [24JY]

——— Nancy A. LeaMond, AARP (organization), H7327 [24JY]

——— National Taxpayers Union, H7333 [24JY]

——— Robert Martinez, Jr., International Association of Machinists and Aerospace Workers, H7327 [24JY]

——— Thomas M. Conway, United Steelworkers (organization), H7328 [24JY]

——— William Samuel, AFL–CIO, H7327 [24JY]

Setting Every Community Up for Retirement Enhancement Act: Eric A. Cioppa, David Altmaier, Michael F. Consedine, Raymond G. Farmer, and Dean L. Cameron, National Association of Insurance Commissioners, H4140 [23MY]

——— James F. Sanft, Church Alliance, H4137 [23MY]

——— Nancy A. LeaMond, AARP, H4137 [23MY]

——— several organizations, H4138 [23MY]

United Mine Workers of America Pension Plan: West Virginia constituent, S2730 [8MY], S2867 [15MY]

Lists

Cosponsors of Senator Manchin’s miners pensions and healthcare bills (114th-116th Congress), S7131 [18DE]

Motions

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. 397), H7346 [24JY]

Taxation: encourage retirement savings (H.R. 1994), H4146 [23MY]

Notices

Estimated budget effects of H.R. 1496, Presidential Allowance Modernization Act, H8196 [16OC]

Remarks in House

Budget: reform entitlement programs, H5991–H5993 [17JY]

Committee on Solvency of Multiemployer Pension Plans (Joint, Select): establish (H. Con. Res. 54), H7261, H7262 [24JY]

Congress: legislative priorities, H8708 [31OC]

Dept. of Labor: provide a fiduciary safe harbor for the selection of a lifetime income provider under ERISA, H4141 [23MY]

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. 397), H7134 [18JY], H7224 [23JY], H7318–H7335, H7345–H7348 [24JY], E1601 [17DE]

——— establish a Pension Rehabilitation Administration to make loans to multiemployer defined benefit plans from a Pension Rehabilitation Trust Fund (H.R. 397), motion to recommit, H7346 [24JY]

——— prohibit pension plans receving loans from the Pension Rehabilitation Administration from engaging in the global boycott, divestment, and sanctions movement against Israel, H7346 [24JY]

——— set Pension Rehabilitation Trust Fund loan interest rate at 5% per annum for the first five years and 9% per annum thereafter, H7334, H7335 [24JY]

Dept. of Transportation: remove limit on number of hours retired air traffic controllers may work as trainers while receiving retirement annuities, H5654 [11JY]

Dept. of Veterans Affairs: improve dependency and indemnity compensation for survivors of certain totally disabled veterans (H.R. 464), H7889 [24SE]

——— repeal requirement for reduction of survivor annuities under the Survivor Benefit Plan to offset the receipt of veterans’ dependency and indemnity compensation, H7760 [18SE], H9231–H9234 [4DE], H10083, H10086, H10088 [11DE]

——— repeal requirement for reduction of survivor annuities under the Survivor Benefit Plan to offset the receipt of veterans’ dependency and indemnity compensation (H.R. 553), H5594 [11JY], H5768 [12JY], H5833 [16JY], H7136 [18JY], H7226 [23JY], E937 [17JY]

Federal employees: allow penalty-free distributions from retirement accounts in the case of Federal employees and certain Federal contractors impacted by the Federal Government shutdown (H.R. 545), H2009 [14FE]

——— provide for forfeiture of Federal retirement benefits for employees convicted of certain crimes relative to the sexual abuse of children (H.R. 3816), H9247 [4DE]

GAO: study disability and pension benefits provided to National Guard and Reserve components of the Armed Forces members by Dept. of Veterans Affairs (H.R. 4183), H10271, H10272 [16DE]

House of Representatives: legislative priorities, H1468 [8FE]

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, H3832 [15MY]

Law enforcement: reform benefits for public service officers (H.R. 1210), H4013 [21MY]

Medicare: provide for certain rules on treatment of eligible retirement plans in determining eligibility of individuals for premium and cost-sharing subsidies under part D, H10135 [12DE]

——— provide for certain rules on treatment of eligible retirement plans in determining eligibility of individuals for premium and cost-sharing subsidies under part D (H.R. 4655), H8397 [23OC]

Mining and mineral resources: transfer certain funds to the United Mine Workers of America Pension Plan, E1614 [18DE]

Presidents of the U.S.: modify monetary allowance payable to a former President (H.R. 1496), H8167–H8169 [16OC]

Social Security: allow choice of benefit payment method relative to computation rule application to workers attaining age 65 between 1982 and 1992 (H.R. 4570), E1222 [27SE]

——— protect system and improve benefits, H2975 [2AP]

——— protect system and improve benefits (H.R. 860), H1291 [30JA], H3123–H3126 [8AP], H3298–H3301 [29AP], E907 [11JY]

Taxation: allow limited 529 college savings programs funds to be used for elementary and secondary education, including homeschooling, H4025–H4030 [21MY], H4139, H4140, H4143, H4145, H4150 [23MY]

——— encourage retirement savings (H.R. 1994), H3953 [17MY], H4124–H4149, H4150 [23MY], H5310 [10JY], E664, E666 [23MY], E679 [28MY]

——— encourage retirement savings (H.R. 1994), consideration (H. Res. 389), H4024–H4031 [21MY]

——— encourage retirement savings (H.R. 1994), corrections in engrossment, H4149 [23MY]

——— encourage retirement savings (H.R. 1994), motion to recommit, H4147 [23MY]

——— provide a credit to small employers providing an eligible automatic contribution arrangement under a retirement savings plan, H4028 [21MY]

——— provide retirement benefit opportunities to home care workers, H4141 [23MY]

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. 1200), H4042, H4043 [21MY]

Remarks in Senate

Bankruptcy: include claims for unfunded vested benefits in defined benefit pension plan as administrative expenses (S. 1486), S2889 [15MY]

——— protect pensions in bankruptcy proceedings (S. 2737), S6380–S6382 [5NO]

Budget: reform entitlement programs, S5041 [24JY], S5086–S5088 [25JY]

Business and industry: modify certain laws relative to multiemployer pensions, S3329 [12JN], S6696–S6698 [20NO]

Congress: legislative priorities, S13–S17 [3JA]

Dept. of the Treasury: establish a Pension Rehabilitation Administration to make loans to multiemployer defined benefit plans from a Pension Rehabilitation Trust Fund, S6576 [13NO]

——— establish a Pension Rehabilitation Administration to make loans to multiemployer defined benefit plans from a Pension Rehabilitation Trust Fund (H.R. 397), S4893, S4894 [17JY], S5949 [22OC], S7165, S7166 [18DE], S7170 [19DE]

——— establish a Pension Rehabilitation Administration to make loans to multiemployer defined benefit plans from a Pension Rehabilitation Trust Fund (S. 2254), S5783, S5784 [15OC], S5809, S5814, S5815 [16OC], S5871 [17OC], S6222 [29OC], S6317 [31OC]

——— establish a Pension Rehabilitation Administration to make loans to multiemployer defined benefit plans from a Pension Rehabilitation Trust Fund (S. 2254), unanimous-consent request, S5814 [16OC]

Dept. of Veterans Affairs: repeal requirement for reduction of survivor annuities under the Survivor Benefit Plan to offset the receipt of veterans’ dependency and indemnity compensation, S4160 [20JN], S4200, S4201 [24JN], S4595, S4596, S4598 [27JN], S7067, S7068, S7069 [17DE], S7198 [19DE]

——— repeal requirement for reduction of survivor annuities under the Survivor Benefit Plan to offset the receipt of veterans’ dependency and indemnity compensation (S. 622), S1781 [12MR]

Federal aid programs: prohibit administrative offset of Social Security, railroad retirement, and black lung benefit payments relative to claims arising from Federal debts (S. 1649), S3110 [23MY]

Federal employees: waive certain penalties for affected Federal employees receiving a distribution from the Thrift Savings Plan during a lapse in appropriations (S. 204), S588 [24JA], S690 [28JA]

Firefighters: establish presumptive disability benefits for certain diseases and disabilities, S1465 [26FE]

——— exempt certain interests in mutual funds, unit investment trusts, employee benefit plans, and retirement plans from conflict of interest limitations in printing-related interests for position of Director (S. 2851), S6573 [13NO]

Investments: protect multiemployer pension plan benefits, S5780–S5784 [15OC]

Members of Congress: allow to opt out of the Federal Employees Retirement System and allow such Members to continue to participate in the Thrift Savings Plan (S. 439), S7229 [19DE]

Mining and mineral resources: transfer certain funds to the United Mine Workers of America Pension Plan, S4199 [24JN], S6221–S6223 [29OC], S6731–S6733 [21NO]

——— transfer certain funds to the United Mine Workers of America Pension Plan (S. 27), S1309–S1311 [13FE], S2730 [8MY], S2866 [15MY], S4891–S4894 [17JY], S5781–S5783 [15OC], S5830 [16OC]

——— transfer certain funds to the United Mine Workers of America Pension Plan (S. 27), unanimous-consent request, S5783 [15OC]

——— transfer certain funds to the United Mine Workers of America Pension Plan (S. 2788), S6454 [7NO], S6737 [21NO], S6934 [10DE], S6960, S6970 [11DE], S7130–S7133 [18DE]

National Retirement Security Week: support goals and ideals (S. Res. 380), S6177 [24OC]

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 (S. 2598), S5798 [15OC]

——— require payment of user fees by qualified professional asset managers seeking an individual exemption from certain requirements to enhance pension protection (S. 2598), unanimous-consent request, S5871, S5872 [17OC]

SEC: issuance of rules requiring more transparency and accountability for asset managers working with proxy advisory firms, S6454 [7NO]

Senate: legislative priorities, S5778 [15OC]

SSA: clarify mailing requirement relative to Social Security account statements (S. 2989), S6890–S6893 [5DE]

Taxation: allow limited 529 college savings programs funds to be used for elementary and secondary education, including homeschooling, S6461 [7NO]

——— encourage retirement savings (H.R. 1994), S5697–S5700 [25SE], S6461–S6463 [7NO], S6821 [3DE], S7140 [18DE]

——— encourage retirement savings (H.R. 1994), unanimous-consent request, S6462, S6463 [7NO]

——— encourage retirement savings (S. 972), S2226 [3AP]

——— modify certain safe harbor requirements to encourage small businesses to offer retirement plans and to allow individuals to save more (S. 321), S834, S835 [4FE]

——— promote retirement savings on behalf of small business employees by improving SIMPLE retirement accounts and easing transition from a SIMPLE plan to a 401(k) plan (S. 322), S835 [4FE]

——— provide for greenhouse gas emission fees, provide tax credits to workers, and deliver additional benefits to the retired and disabled (S. 1128), S3187 [4JN], S3337 [12JN], S4689–S4692 [8JY], S4917 [17JY]

——— provide for greenhouse gas emission fees, reduce corporate income tax, provide tax credits to workers, and deliver additional benefits to the retired and disabled, S907 [6FE], S1686 [6MR], S1801 [12MR]

Reports filed

Consideration of H.R. 397, Rehabilitation for Multiemployer Pensions Act: Committee on Rules (House) (H. Res. 509) (H. Rept. 116–178), H7239 [23JY]

Consideration of H.R. 1500, Consumers First Act and H.R. 1994, Setting Every Community Up for Retirement Enhancement Act: Committee on Rules (House) (H. Res. 389) (H. Rept. 116–79), H4009 [20MY]

End Plush Retirements Act: Committee on Homeland Security and Governmental Affairs (Senate) (S. 439) (S. Rept. 116–153), S6188 [28OC]

Presidential Allowance Modernization Act: Committee on Homeland Security and Governmental Affairs (Senate) (S. 580) (S. Rept. 116–53), S4627 [27JN]

Rehabilitation for Multiemployer Pensions Act: Committee on Education and Labor (House) (H.R. 397) (H. Rept. 116–159), H7156 [19JY]

——— Committee on Ways and Means (House) (H.R. 397) (H. Rept. 116–159), H7149 [18JY]

Representative Payee Fraud Prevention Act: Committee on Homeland Security and Governmental Affairs (Senate) (S. 1430) (S. Rept. 116–56), S4821 [15JY]

Setting Every Community Up for Retirement Enhancement Act: Committee on Ways and Means (House) (H.R. 1994) (H. Rept. 116–65), H3922 [16MY]

Veterans’ Compensation Cost-of-Living Adjustment Act: Committee on Veterans’ Affairs (House) (H.R. 1200) (H. Rept. 116–68), H3922 [16MY]

Waive Consensus Calendar on H.R. 553, Military Surviving Spouses Equity Act: Committee on Rules (House) (H. Res. 476) (H. Rept. 116–143), H5301 [9JY]

Texts of

H. Res. 389, consideration of H.R. 1994, Setting Every Community Up for Retirement Enhancement Act, H4024 [21MY]

H. Res. 476, waive consensus calendar on H.R. 553, Military Surviving Spouses Equity Act, H5314 [10JY]

H. Res. 509, consideration of H.R. 397, Rehabilitation for Multiemployer Pensions Act, H7257 [24JY]

H.R. 397, Rehabilitation for Multiemployer Pensions Act, H7318–H7323 [24JY]

H.R. 1200, Veterans’ Compensation Cost-of-Living Adjustment Act, H4042 [21MY]

H.R. 1496, Presidential Allowance Modernization Act, H8167 [16OC]

H.R. 1994, Setting Every Community Up for Retirement Enhancement Act, H4124–H4135 [23MY]

H.R. 4183, Identifying Barriers and Best Practices Study Act, H10271 [16DE]

H.R. 5277, exempt certain interests in mutual funds, unit investment trusts, employee benefit plans, and retirement plans from conflict of interest limitations in printing-related interests for position of GPO Director, H9210 [3DE]

S. 223, Patriot Employer Tax Credit Act, S589 [24JA]

S. 439, Members of Congress Pension Opt Out Clarification Act, S7229 [19DE]

S. 1428, Retirement Parity for Student Loans Act, S2790 [13MY]

S. 1430, prevent fraud by representative payees by prosecuting those who misuse Federal retirement funds, S6765 [21NO]

S. 1649, Protection of Social Security Benefits Restoration Act, S3110 [23MY]

S. 2851, exempt certain interests in mutual funds, unit investment trusts, employee benefit plans, and retirement plans from conflict of interest limitations in printing-related interests for position of GPO Director, S6569, S6573 [13NO]

S. Res. 268, express that the Federal Government should take no action to redeem, assume, or guarantee any State debt, including pension obligations and require Dept. of the Treasury to report any such negotiations, S4636 [27JN]

S. Res. 339, support goals and ideals of National Retirement Security Week, S5710 [25SE]

S. Res. 380, support goals and ideals of National Retirement Security Week, S6161 [24OC]