Recent Legislation  Information

THE ROLE OF INDIVIDUAL RETIREMENT ACCOUNTS IN OUR RETIREMENT SYSTEM		Statement of Randy Hardock before the Subcommittee on Select Revenue Measures of the Committee on Ways and Means June 26, 2008,
RECENT SIA RESEARCH SHOWS THAT MANY AMERICANS ARE NOT FINANCIALLY PREPARED FOR RETIREMENT June 27, 2006		Securities Industry Association Reports Volume VII, No. 7 June 27, 2006
PENSION CONFERENCE SHOULD EXTEND SAVING PROVISIONS IN THE 2001 TAX ACT June 20, 2006		IRET Congressional Advisory Advisory Number 205     June 20, 2006
PROPOSAL TO PRESIDENT'S ADVISORY PANEL Spring 2005		Savings Coalition 2005 proposal to President's Advisory Panel on Tax Reform
STATEMENT OF SUPPORT FOR LSAS, RSAS, ERSAS Spring 2005		Savings Coalition 2005 Statement of Support for LSAs, RSAs, ERSAs
SUPPORT FOR THE CONGRESSIONAL FINANCIAL LITERACY CAUCUS Spring 2005		Savings Coalition 2005 Statement of Support for the Congressional Financial Literacy Caucus
SUBMISSION TO TAX REFORM PANEL Spring 2005		Savings Coalition 2005 submission to Tax Reform Panel
UNIVERSAL RETIREMENT SAVINGS VEHICLE Summer 2004		Savings Coalition Press Release on Retirement Savings Account Legislation
RETIREMENT SURVEY BY MERRILL LYNCH  Spring 2004		This piece discusses retirement planning.
SAVINGS COALITION PRESS RELEASE ON THE LSA, RSA & ERSA Winter 2003		This press release outlines  the Bush Administration's savings proposals on existing savings vehicles.
BUSH ADMINISTRATION SAVINGS PROPOSALS Winter 2003		This is a description of  the Bush Administration's savings proposals on existing savings vehicles. Information provided by:  Randy Hardock The Benefits Group of Davis & Harman LLP
BUSH ADMINISTRATION SAVINGS PROPOSALS CHART Winter 2003		This is a chart comparing the benefits of  the Bush Administration's savings proposals on existing savings vehicles. Information provided by:  Randy Hardock The Benefits Group of Davis & Harman LLP
COMPARISON OF HR 1836 Summer 2001		This is a chart comparing the current law with major retirement savings and provisions of HR 1836 that was passed by Congress and signed into law by President Bush.
IRA PROVISIONS IN BIPARTISAN RETIREMENT SAVINGS BILLS ARE CRITICAL Spring 2001		This is a description of  the Bipartisan retirement savings bills that have been introduced in the House of Representatives and the Senate.
COMPARISON OF MAJOR PROVISIONS IN BIPARTISAN RETIREMENT SAVINGS LEGISLATION Spring 2001		This is a chart comparing the current law with the  two retirement savings bills that have been introduced in the House of Representatives and the Senate.
BIPARTISAN IRA PROVISIONS SHOULD BE ENACTED Spring 2001		This piece discusses the IRA provisions in the House and Senate bills and benefits for Americans once they are enacted into law.
testimony of John Bachmann to the house Spring 2001		This is testimony that John Bachmann, managing partner of Edward Jones Investments, gave before The House Small Business Committee, on March 28, 2001.

Recent Opinion Editorials

Bipartisan Poll Indicates that Increasing the IRA Contribution Limit to $5,000 is Strongly Favored by Most Americans		Press Release 19 July 2000
American Century IRA Expansion Study		Press Release 14 July  2000
IRA EXPANSION STUDY 2000		American Century May 2000
Statement of Jim McCarthy on Pension Reform Legislation		Merrill Lynch & Co. 30 June 1999
Retirement Savings Opportunity Act of 1999		Press Release 17 March 1999
The New IRA Rules Should Boost Savings		Merrill Lynch & Co. 4 May 1998
1998 IRA Test		American Century Investments
The Wealth of U.S. Families in 1995		Merrill Lynch & Co. 1 June 1998