Bates & Company, Inc.
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Regional Vice President of Sales The Retirement Plan Company
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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AimPoint Pension
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Compass
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Loan & Distribution Specialist AimPoint Pension
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16 Matching News Items |
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Text of Letter from Senators to President Obama Requesting Clarification on Application of ERISA to State-Based Retirement Savings Programs (PDF)
26 U.S. Senators May 22, 2015
"We respectfully request that you ask the [DOL] and the Department of the Treasury to ... clarify that: [1] California's and Illinois' Secure Choice Retirement Savings Programs, and similar IRA-based programs enacted in the future, are not preempted by ERISA; [2] the retirement savings vehicles created by those laws, and similar IRA-based vehicles created by the laws of other states in the future, are not 'plans' subject to ERISA; and [3] contributions to the savings vehicles created by those laws, and similar IRA-based vehicles created by the laws of other states in the future, are tax-preferred at the federal level. Furthermore, please provide specific guidance on what other types of state-based IRA vehicles are not to be subject to ERISA, including information on the program features that could be adopted without triggering ERISA."
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Senate Democrats, Every Single Democrat in the U.S. House and the White House Just Agreed: Obamacare Hurts Hiring
Benefit Revolution Jan. 29, 2015
"In a bipartisan showing of unity, every single member of the U.S. House of Representatives, all 26 members of a U.S. Senate Committee and the White House agree that Obamacare hurts hiring. Not one single member or Administration official was willing to come out and state that no such dis-incentive exists.... In a rare show of bipartisanship over President Barack Obama's health care law, a Senate committee voted unanimously Wednesday to exclude veterans from the 50-worker threshold that triggers required coverage for employees under that statute."
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JCT Description of Chairman's Mark of NESTEG Bill Scheduled for July 26, 2005 Mark-Up (PDF)
Joint Committee on Taxation [JCT], U.S. Congress July 22, 2005
168 pages; the 'National Employee Savings and Trust Equity Guarantee Act of 2005' is scheduled for a mark-up before the Senate Committee on Finance on July 26, 2005.
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Hearing: Proposals to Achieve Sustainable Solvency, with & without Personal Accounts, April 26, 2005
Committee on Finance, U.S. Senate Apr. 27, 2005
Links to Member Statements: Charles Grassley, IA, and Witness Statements: Mr. Robert Pozen, Chairman, MFS Investment Management; Mr. Michael Tanner, Director, Project on Social Security Choice, Cato Institute; Mr. Peter Ferrara, Senior Fellow, Institute for Policy Innovation; Mr. Peter R. Orszag, Joseph A. Pechman Senior Fellow, Economic Studies, The Brookings Institution; and, Ms. Joan Entmacher, Vice President for Family Economic Security, National Women's Law Center.
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Senate Finance Committee Hearing: Drug Pricing in America: A Prescription for Change, Part 2
Committee on Finance, U.S. Senate Feb. 27, 2019
Feb. 26 hearing; page includes video and statements by Committee members Ron Wyden (D-OR) and Chuck Grassley (R-IA), along with written testimony by witnesses: [1] Richard A. Gonzalez, AbbVie Inc.; [2] Pascal Soriot, AstraZeneca; [3] Giovanni Caforio, M.D., Bristol-Myers Squibb Co.; [4] Jennifer Taubert, Johnson & Johnson; [5] Kenneth C. Frazier, Merck & Co., Inc.; [6] Albert Bourla, D.V.M. Ph.D., Pfizer; [7] Olivier Brandicourt, M.D., Sanofi.
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Discussion Draft: Senate Republican Health Care Bill
U.S. Senate Committee On The Budget June 22, 2017
"The discussion draft will: [1] Help stabilize collapsing insurance markets that have left millions of Americans with no options. [2] Free the American people from the onerous Obamacare mandates that require them to purchase insurance they don't want or can't afford. [3] Improve the affordability of health insurance, which keeps getting more expensive under Obamacare. [4] Preserve access to care for Americans with pre-existing conditions, and allow children to stay on their parents' health insurance through age 26. [5] Strengthen Medicaid for those who need it most by giving states more flexibility while ensuring that those who rely on this program won't have the rug pulled out from under them."
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Senate Finance Subcommittee to Hold Open Hearing on Retirement Savings for Low-Income Workers
Subcommittee on Social Security, Pensions, and Family Policy, Committee on Finance, U.S. Senate Feb. 19, 2014
Hearing will be held Wednesday, February 26, 2014; streaming video will be provided at the link. Witnesses to include: [1] Mr. J. Mark Iwry, Senior Advisor to the Secretary and Deputy Assistant Secretary (Tax Policy) Retirement and Health Policy, United States Department of the Treasury; [2] Ms. Diane Oakley, Executive Director, National Institute on Retirement Security; [3] Mr. Stephen P. Utkus, Principal & Director, Vanguard Center for Retirement Research; and [4] Ms. Judy A. Miller, MSPA, FSA, MAAA, Director of Retirement Policy, ASPPA, Executive Director, ASPPA College of Pension Actuaries.
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Text of Amicus Brief of 46 U.S. Representatives Supporting Challenge to ACA Under Constitution's Origination Clause (PDF)
U.S. Rep. Trent Franks, R-Tex, and 45 Other Members of the U.S. House of Representatives Dec. 2, 2015
34 pages. "The history of the Origination Clause, its purpose, and a proper reading of the relevant Supreme Court decisions, early federal court opinions, and State court decisions that interpreted their respective State Constitution Origination Clauses, all demonstrate that the court below fundamentally erred in devising this novel 'primary purpose' test. If allowed to stand, the 'cornerstone' of the Great Compromise of 1787 could easily be rendered a dead letter simply by the Senate labeling any revenue raising bill with a regulatory 'primary purpose.' ... The Origination Clause is not a relic so easily subverted and discarded[.]" [Sissel v. HHS, No. 15-543 (D.C. Cir. Aug. 7, 2015; cert. pet. filed Oct. 26, 2015)]
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Testimony: Health Savings Accounts and High-Deductible Health Plans and the U.S. Health Care System
Sara Collins, The Commonwealth Fund Sept. 28, 2006
Invited Testimony, Committee on Finance, Subcommittee on Health, United States Senate Hearing on 'Health Savings Accounts,' September 26, 2006
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Hatch, Alexander Announce Legislation to Repeal Employer Mandate
Committee on Finance, U.S. Senate Jan. 30, 2015
"Today, Senate Finance Committee Chairman Orrin Hatch (R-Utah) and Senate Health, Education, Labor and Pensions (HELP) Committee Chairman Lamar Alexander (R-Tenn.) introduced the American Job Protection Act, S. 305, a bill to repeal Obamacare's job-killing employer mandate. Under the President's health law, businesses with 50 or more equivalent employees are required to offer health insurance of minimum value or pay a penalty between $2,000 and $3,000 for each employee working 30 hours or more a week. The Chairmen were joined by 26 senators in cosponsoring the bill."
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Congressional Analysis Finds Health Care Plan Excise Tax Would Hit 34 Percent of Group Plans in 2019
Workforce Management; free registration required Oct. 26, 2009 Excerpt: U.S. Rep. Joe Courtney, R-Connecticut, who requested that the Joint Committee on Taxation analyze the provision in health care reform legislation that the Senate Finance Committee passed last week, released the results Tuesday, October 20. Under the provision, the excise tax would apply to that portion of a group health care plan premium that exceeds $8,000 for individual coverage and $21,000 for family coverage. For plans covering early retirees and employees in certain high-risk professions, the tax threshold would be $9,850 for individuals and $26,000 for families. |
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The DOL Fiduciary Rule: How a Flawed Process Could Hurt Retirement Savers
Majority Staff of the Committee on Homeland Security and Governmental Affairs, U.S. Senate Feb. 24, 2016
40 pages. "[1] Despite public assurances that the [DOL] had collaborated with the SEC, emails between a [DOL] employee and an SEC expert reveal discord between the agencies about the rulemaking.... [1] Career, non-partisan SEC staff identified at least 26 items of concern related to the substantive content of the proposed rule, and the [DOL] declined to fully resolve all of the concerns ... [3] The [DOL] rejected the SEC's recommendation and ignored the requirements of Executive Orders 12866 and 13563 to quantify the costs and benefits of alternative approaches.... [4] Treasury officials voiced concerns that the [DOL] 's proposal, by attempting to regulate IRAs through the proposed rule, 'fl[ies] in the face of logic' and was contrary to Congressional intent.... [6] The Administration was predetermined to regulate the industry and sought evidence to justify its preferred action."
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Text of Present Law and Analysis Relating to the Tax Treatment of HSAs and Other Health Expenses (PDF)
Joint Committee on Taxation [JCT], U.S. Congress Sept. 26, 2006
19 pages. Excerpt: The Subcommittee on Health Care of the Senate Committee on Finance has scheduled a public hearing on September 26, 2006, on health savings accounts. This document, prepared by the staff of the Joint Committee on Taxation, provides a description of the present-law provisions relating to health care expense and health savings accounts and a discussion of issues.
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Modifications to Chairman's Mark of 'National Employee Savings & Trust Equity Guarantee Act of 2005' (PDF)
Joint Committee on Taxation [JCT], U.S. Congress Aug. 8, 2006
8 pages. Full title: Modifications to the Senate Finance Committee Chairman's Mark of the 'National Employee Savings and Trust Equity Guarantee Act of 2005' [July 26, 2006]
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Text: S. 991, Pension Fairness and Full Disclosure Act of 2005 (PDF)
U.S. Senate via American Benefits Council May 18, 2005 26 pages. Excerpt: To amend title I of the Employee Retirement Income Security Act of 1974 to limit the availability of benefits under an employer's nonqualified deferred compensation plans in the event that any of the employer's defined benefit pension plans are subjected to a distress or PBGC termination in connection with bankruptcy reorganization or a conversion to a cash balance plan, to provide appropriate funding restrictions in connection with the maintenance of nonqualified[.] |
16. |
Testimony: The Potential of Personal Accounts: A Revolutionary Breakthrough in Worker Prosperity
Peter Ferrara via Institute for Policy Innovation May 11, 2005 Excerpt: The Ryan-Sununu reform plan truly modernizes and expands the Social Security framework, to bring in real personal savings and investment for a new financial foundation for the program. Such reform really just makes good on the original promise of Social Security, when everyone thought they were really going to have individual accounts with the government that would be saved and invested. [Testimony before the U.S. Senate Finance Committee on April 26, 2005] |
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