119th Congress · introduced in the House · Jul 23, 2025
Helping Young Americans Save for Retirement Act
Official title from Congress.gov
Latest action (Jul 23, 2025): Referred to the Committee on Ways and Means, and in addition to the Committee on Education and Workforce, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
View on Congress.govPolicy area: Taxation
No official summary has been published for this bill.
Includes amendment, cloture, and procedural votes. Each is labeled with its exact question; only a passage question is a vote to pass the bill.
No recorded roll calls on this bill in coverage.
Referred to the Committee on Ways and Means, and in addition to the Committee on Education and Workforce, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
Referred to the Committee on Ways and Means, and in addition to the Committee on Education and Workforce, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
Introduced in House
Introduced in House
Actions from Congress.gov, newest first.
LD-2 reports whose issue descriptions explicitly cite this bill (bill type and number validated against Congress.gov records). A citation does not establish the client's position or any contact with a member.
Loading lobbying reportsCoverage: reports for 2025 onward, posted Jan 1, 2025 through Oct 23, 2026.
27 citations; showing the 25 most recently posted.
EDWARD D. JONES & CO., L.P. · lobbying firm or registrant: EDWARD D. JONES & CO., L.P.
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 20, 2026 · issue area: Retirement
$690,000
Spent on own lobbying
…ment savings, long-term investment, S.1839/H.R. 2089 - Generating Retirement Ownership through Long-Term Holding; S.1831/H.R. 6729 - Auto Reenroll Act; S. 1707/HR 4718 - Helping Young Americans Save for Retirement Act; S.4292/H.R. 8274 - Improving Retirement Security for Family Caregivers Act; S.4291/H.R. 8273 - Catching Up F…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
TIAA · lobbying firm or registrant: TIAA
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 20, 2026 · issue area: Retirement
$580,000
Spent on own lobbying
…Fairness for Charities and Educational Institutions Act (H.R.1013, S. 424); o INVEST Act of 2025 (H.R. 3383) - Helping Young Americans Save for Retirement Act (H.R. 4718, S. 1707) - Auto Reenroll Act (S. 1831, H.R. 6729) - Independent Retirement Fairness Act (S. 2217) - Retirement Simplification and Clarity Act of 2025 (H.R. 63…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
NATIONAL ASSOCIATION FOR FIXED ANNUITIES · lobbying firm or registrant: CAPCITY ADVOCATES, LLC
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 20, 2026 · issue area: Taxation/Internal Revenue Code
$30,000
Paid to lobbying firm
…implification and Clarity Act. H.R. 6722, The Automatic IRA Act of 2025. H.R. 10039, The Simplifying Modern Access to Retirement Tools for Savings Act of 2026. H.R. 4718, The Helping Young Americans Save for Retirement Act. S. 1831, The Auto Reenroll Act of 2025. S. 1707, The Helping Young Americans Save for Retirement Act. S.…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
AMERICAN BENEFITS COUNCIL · lobbying firm or registrant: AMERICAN BENEFITS COUNCIL
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 19, 2026 · issue area: Retirement
$280,000
Spent on own lobbying
…tips Automatic re-enrollment of unenrolled plan participants (S. 1831) Reduction of required age for participation in retirement plans from 21 to 18 (S. 1707 / HR 4718) Pension Benefit Guaranty Corporation - penalty reporting Charity Parity Act (S. 4511 / HR 8783) Collective Investment Trusts and Insurance Company Separate Ac…
Congress inferred from the report year; bill number matches Congress.gov records and the bill predates the report; no title was cited with it. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
STATE STREET GLOBAL ADVISORS TRUST COMPANY · lobbying firm or registrant: DAVIS & HARMAN LLP
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 19, 2026 · issue area: Taxation/Internal Revenue Code
$20,000
Paid to lobbying firm
…elating to disclosure of longevity risk. Proposals regarding electronic rollovers. Technical Corrections to SECURE 2.0 Act of 2022. S. 1831, Auto Reenroll Act. H.R. 4718/S. 1707, Helping Young Americans Save for Retirement Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment prov…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
STATE STREET GLOBAL ADVISORS TRUST COMPANY · lobbying firm or registrant: DAVIS & HARMAN LLP
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 19, 2026 · issue area: Retirement
$20,000
Paid to lobbying firm
…elating to disclosure of longevity risk. Proposals regarding electronic rollovers. Technical Corrections to SECURE 2.0 Act of 2022. S. 1831, Auto Reenroll Act. H.R. 4718/S. 1707, Helping Young Americans Save for Retirement Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment prov…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
AMERICAN BENEFITS COUNCIL · lobbying firm or registrant: AMERICAN BENEFITS COUNCIL
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · amended · posted Sep 10, 2026 · issue area: Retirement
$270,000
Spent on own lobbying
…cilitating automatic re-enrollment of unenrolled plan participants, (S. 1831) Reduction in required age for participation in retirement plans to 18, (S. 1707 / HR 4718) Defined benefit and defined contribution retirement plans Retiree health accounts (S. 2003) Market-based cash balance pension plans Pooled Employer Plans and…
Congress inferred from the report year; bill number matches Congress.gov records and the bill predates the report; no title was cited with it. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
AMERICAN BENEFITS COUNCIL · lobbying firm or registrant: AMERICAN BENEFITS COUNCIL
2026 Q1 report (Jan 1, 2026 – Mar 31, 2026) · amended · posted Sep 10, 2026 · issue area: Retirement
$280,000
Spent on own lobbying
…) Pension Benefit Guaranty Corporation single-employer premiums Market Based Cash Balance Plans Age of participation in retirement plans reduced from 21 to 18 (HR 4718 / S. 1707) Permitting optional re-enrollment, S. 1831 Defined Benefit Pension Plans (DBs), retiree health accounts, IRC sec. 401(h) limited access to surplus,…
Congress inferred from the report year; bill number matches Congress.gov records and the bill predates the report; no title was cited with it. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
PACIFIC LIFE INSURANCE COMPANY · lobbying firm or registrant: PACIFIC LIFE INSURANCE COMPANY
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 21, 2026 · issue area: Retirement
$480,000
Spent on own lobbying
…qualified first-time home purchase without the 10% additional income tax penalty. Current rules only allow up to a $10,000 early distribution without penalty. H.R. 4718/S.1707 Helping Young Americans Save for Retirement Act: This legislation lowers the required minimum participation age in ERISA-covered retirement plans from a…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
EDWARD D. JONES & CO., L.P. · lobbying firm or registrant: EDWARD D. JONES & CO., L.P.
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 20, 2026 · issue area: Retirement
$1,480,000
Spent on own lobbying
…ment savings, long-term investment, S.1839/H.R. 2089 - Generating Retirement Ownership through Long-Term Holding; S.1831/H.R. 6729 - Auto Reenroll Act; S. 1707/HR 4718 - Helping Young Americans Save for Retirement Act; S.4292/H.R. 8274 - Improving Retirement Security for Family Caregivers Act; S.4291/H.R. 8273 - Catching Up F…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
TIAA · lobbying firm or registrant: TIAA
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 19, 2026 · issue area: Retirement
$180,000
Spent on own lobbying
…Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424); o INVEST Act of 2025 (H.R. 3383) Helping Young Americans Save for Retirement Act (H.R. 4718, S. 1707) Auto Reenroll Act (S. 1831) Independent Retirement Fairness Act (S. 2217) Retirement Simplification and Clarity Act of 2025 (H.R. 6324)
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
STATE STREET GLOBAL ADVISORS TRUST COMPANY · lobbying firm or registrant: DAVIS & HARMAN LLP
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 17, 2026 · issue area: Taxation/Internal Revenue Code
$10,000
Paid to lobbying firm
…elating to disclosure of longevity risk. Proposals regarding electronic rollovers. Technical Corrections to SECURE 2.0 Act of 2022. S. 1831, Auto Reenroll Act. H.R. 4718/S. 1707, Helping Young Americans Save for Retirement Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment prov…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
STATE STREET GLOBAL ADVISORS TRUST COMPANY · lobbying firm or registrant: DAVIS & HARMAN LLP
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 17, 2026 · issue area: Retirement
$10,000
Paid to lobbying firm
…elating to disclosure of longevity risk. Proposals regarding electronic rollovers. Technical Corrections to SECURE 2.0 Act of 2022. S. 1831, Auto Reenroll Act. H.R. 4718/S. 1707, Helping Young Americans Save for Retirement Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment prov…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
NATIONAL ASSOCIATION FOR FIXED ANNUITIES · lobbying firm or registrant: CAPCITY ADVOCATES, LLC
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 16, 2026 · issue area: Taxation/Internal Revenue Code
$30,000
Paid to lobbying firm
…nd Clarity Act. H.R. 6722, The Automatic IRA Act of 2025. S. 1831, The Auto Reenroll Act of 2025. S. 1707, The Helping Young Americans Save for Retirement Act. H.R. 4718, The Helping Young Americans Save for Retirement Act.
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
NATIONAL ASSOCIATION FOR FIXED ANNUITIES · lobbying firm or registrant: CAPCITY ADVOCATES, LLC
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 16, 2026 · issue area: Retirement
$30,000
Paid to lobbying firm
…nd Clarity Act. S. 1831, The Auto Reenroll Act of 2025. H.R. 6722, The Automatic IRA Act of 2025. S. 1707, The Helping Young Americans Save for Retirement Act. H.R. 4718, The Helping Young Americans Save for Retirement Act.
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
NATIONAL ASSOCIATION FOR FIXED ANNUITIES · lobbying firm or registrant: CAPCITY ADVOCATES, LLC
2026 Q1 report (Jan 1, 2026 – Mar 31, 2026) · posted Apr 20, 2026 · issue area: Taxation/Internal Revenue Code
$30,000
Paid to lobbying firm
…nd Clarity Act. H.R. 6722, The Automatic IRA Act of 2025. S. 1831, The Auto Reenroll Act of 2025. S. 1707, The Helping Young Americans Save for Retirement Act. H.R. 4718, The Helping Young Americans Save for Retirement Act.
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
NATIONAL ASSOCIATION FOR FIXED ANNUITIES · lobbying firm or registrant: CAPCITY ADVOCATES, LLC
2026 Q1 report (Jan 1, 2026 – Mar 31, 2026) · posted Apr 20, 2026 · issue area: Retirement
$30,000
Paid to lobbying firm
…nd Clarity Act. S. 1831, The Auto Reenroll Act of 2025. H.R. 6722, The Automatic IRA Act of 2025. S. 1707, The Helping Young Americans Save for Retirement Act. H.R. 4718, The Helping Young Americans Save for Retirement Act.
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
EDWARD D. JONES & CO., L.P. · lobbying firm or registrant: EDWARD D. JONES & CO., L.P.
2026 Q1 report (Jan 1, 2026 – Mar 31, 2026) · posted Apr 20, 2026 · issue area: Retirement
$930,000
Spent on own lobbying
…irement Ownership through Long-Term Holding, and creating additional opportunities for caregivers for retirement; S.1831/H.R. 6729 - Auto Reenroll Act; S. 1707/HR 4718 - Helping Young Americans Save for Retirement Act; advocacy work in support of legislation to expand savings opportunities for caregivers.
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
PACIFIC LIFE INSURANCE COMPANY · lobbying firm or registrant: PACIFIC LIFE INSURANCE COMPANY
2026 Q1 report (Jan 1, 2026 – Mar 31, 2026) · posted Apr 20, 2026 · issue area: Retirement
$420,000
Spent on own lobbying
…qualified first-time home purchase without the 10% additional income tax penalty. Current rules only allow up to a $10,000 early distribution without penalty. H.R. 4718/S.1707 Helping Young Americans Save for Retirement Act: This legislation lowers the required minimum participation age in ERISA-covered retirement plans from a…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
TIAA · lobbying firm or registrant: TIAA
2026 Q1 report (Jan 1, 2026 – Mar 31, 2026) · posted Apr 20, 2026 · issue area: Retirement
$870,000
Spent on own lobbying
…Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424); o INVEST Act of 2025 (H.R. 3383) Helping Young Americans Save for Retirement Act (H.R. 4718, S. 1707) Auto Reenroll Act (S. 1831) Independent Retirement Fairness Act (S. 2217) Retirement Simplification and Clarity Act of 2025 (H.R. 6324)
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
STATE STREET GLOBAL ADVISORS TRUST COMPANY · lobbying firm or registrant: DAVIS & HARMAN LLP
2026 Q1 report (Jan 1, 2026 – Mar 31, 2026) · posted Apr 16, 2026 · issue area: Taxation/Internal Revenue Code
$10,000
Paid to lobbying firm
…elating to disclosure of longevity risk. Proposals regarding electronic rollovers. Technical Corrections to SECURE 2.0 Act of 2022. S. 1831, Auto Reenroll Act. H.R. 4718/S. 1707, Helping Young Americans Save for Retirement Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment prov…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
STATE STREET GLOBAL ADVISORS TRUST COMPANY · lobbying firm or registrant: DAVIS & HARMAN LLP
2026 Q1 report (Jan 1, 2026 – Mar 31, 2026) · posted Apr 16, 2026 · issue area: Retirement
$10,000
Paid to lobbying firm
…elating to disclosure of longevity risk. Proposals regarding electronic rollovers. Technical Corrections to SECURE 2.0 Act of 2022. S. 1831, Auto Reenroll Act. H.R. 4718/S. 1707, Helping Young Americans Save for Retirement Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment prov…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
EDWARD D. JONES & CO., L.P. · lobbying firm or registrant: EDWARD D. JONES & CO., L.P.
2025 Q4 report (Oct 1, 2025 – Dec 31, 2025) · posted Jan 20, 2026 · issue area: Retirement
$1,640,000
Spent on own lobbying
Issues related to retirement savings and creating additional opportunities for caregivers to save for retirement; S.1831 - Auto Reenroll Act; S. 1707/H.R. 4718 - Helping Young Americans Save for Retirement Act.
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
NATIONAL ASSOCIATION FOR FIXED ANNUITIES · lobbying firm or registrant: CAPCITY ADVOCATES, LLC
2025 Q4 report (Oct 1, 2025 – Dec 31, 2025) · posted Jan 20, 2026 · issue area: Retirement
$30,000
Paid to lobbying firm
…t (118th Congress). S. 1831, The Auto Reenroll Act of 2025. H.R. 6722, Automatic IRA Act of 2025. S. 1707, The Helping Young Americans Save for Retirement Act. H.R. 4718, Helping Young Americans Save for Retirement Act.
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
TIAA · lobbying firm or registrant: TIAA
2025 Q4 report (Oct 1, 2025 – Dec 31, 2025) · posted Jan 20, 2026 · issue area: Retirement
$400,000
Spent on own lobbying
…Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424); o INVEST Act of 2025 (H.R. 3383) Helping Young Americans Save for Retirement Act (H.R. 4718, S. 1707) Auto Reenroll Act (S. 1831) Independent Retirement Fairness Act (S. 2217) Retirement Simplification and Clarity Act of 2025 (H.R. 6324)
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing