119th Congress · introduced in the Senate · Jul 9, 2025
Independent Retirement Fairness Act
Official title from Congress.gov
Latest action (Jul 9, 2025): Read twice and referred to the Committee on Health, Education, Labor, and Pensions.
View on Congress.govPolicy area: Labor and Employment
No official summary has been published for this bill.
No cosponsors.
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.
Read twice and referred to the Committee on Health, Education, Labor, and Pensions.
Introduced in Senate
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.
46 citations; showing the 25 most recently posted.
AMERIPRISE FINANCIAL, INC. · lobbying firm or registrant: AMERIPRISE FINANCIAL, INC.
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 20, 2026 · issue area: Retirement
$340,000
Spent on own lobbying
…s and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 33…
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
PRIMERICA LIFE INSURANCE COMPANY · lobbying firm or registrant: PRIMERICA LIFE INSURANCE COMPANY
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 20, 2026 · issue area: Labor Issues/Antitrust/Workplace
$370,000
Spent on own lobbying
H.R. 1319/S. 2228, the Modern Worker Empowerment Act; H.R. 1320, The Modern Worker Security Act; S. 2210, the Unlocking Benefits for Independent Workers Act; S. 2217, the Independent Retirement Fairness Act; H.R. 4154/S.2984, Employee Rights Act; RIN 1235-AA46, Department of Labor Notice of Proposed Rule: Employee or Indepe…
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
…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. 6324, S. 5156) - Retirement Investment in Small Employers (RISE) Act (S. 1840, H.R. 8837) - Lowering…
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
TRANSAMERICA LIFE INSURANCE COMPANY · lobbying firm or registrant: DAVIS & HARMAN LLP
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 19, 2026 · issue area: Retirement
Amount not reported
…tomatic IRA Act. S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act. S. 2210, Unlocking Benefits for Independent Workers Act. S. 2217, Independent Retirement Fairness Act. S. 2228, Modern Worker Empowerment Act. H.R.9765/S. 5148, Improving Retirement Security for Family Caregivers Act. (118th…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. View filing
TRANSAMERICA LIFE INSURANCE 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
Amount not reported
…tomatic IRA Act. S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act. S. 2210, Unlocking Benefits for Independent Workers Act. S. 2217, Independent Retirement Fairness Act. S. 2228, Modern Worker Empowerment Act. H.R.9765/S. 5148, Improving Retirement Security for Family Caregivers Act. (118th…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. View filing
AMERICAN BENEFITS COUNCIL · lobbying firm or registrant: DAVIS & HARMAN LLP
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 19, 2026 · issue area: Retirement
$30,000
Paid to lobbying firm
…Balance the Scales Act. H.R. 1, to provide for reconciliation pursuant to title II of H. Con. Res. 14. S. 2210, Unlocking Benefits for Independent Workers Act. S. 2217, Independent Retirement Fairness Act. S. 2228, Modern Worker Empowerment Act. S. 2335, Pensions for All Act. S. 2003, Strengthening Benefit Plans Act. H.R. 672…
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: DAVIS & HARMAN LLP
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 19, 2026 · issue area: Taxation/Internal Revenue Code
$30,000
Paid to lobbying firm
…Balance the Scales Act. H.R. 1, to provide for reconciliation pursuant to title II of H. Con. Res. 14. S. 2210, Unlocking Benefits for Independent Workers Act. S. 2217, Independent Retirement Fairness Act. S. 2228, Modern Worker Empowerment Act. S. 2335, Pensions for All Act. S. 2003, Strengthening Benefit Plans Act. H.R. 672…
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
AMERICANS FOR PROSPERITY · lobbying firm or registrant: AMERICANS FOR PROSPERITY
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 16, 2026 · issue area: Labor Issues/Antitrust/Workplace
$590,000
Spent on own lobbying
…Businesses before Bureaucrats Act - provisions related to updating the dollar thresholds for National Labor Relations Board jurisdiction over small businesses. S. 2217; Retirement Fairness Act - provisions related to the Independence that would allow for more portable employment benefits, including allowing for independent co…
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
PRINCIPAL FINANCIAL GROUP · lobbying firm or registrant: PRINCIPAL FINANCIAL GROUP
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 12, 2026 · issue area: Retirement
$468,000
Spent on own lobbying
…nt Workers Act - This bill would create a safe harbor under federal law for companies that would like to voluntarily provide access to benefits to contractors. S.2217 - Independent Retirement Fairness Act - This bill would permit contractors to participate in retirement benefit plans like a single pension IRA and pooled empl…
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
AMERIPRISE FINANCIAL, INC. · lobbying firm or registrant: AMERIPRISE FINANCIAL, INC.
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 20, 2026 · issue area: Retirement
$280,000
Spent on own lobbying
…s and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 39…
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
…T 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
PRIMERICA LIFE INSURANCE COMPANY · lobbying firm or registrant: PRIMERICA LIFE INSURANCE COMPANY
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 18, 2026 · issue area: Labor Issues/Antitrust/Workplace
$390,000
Spent on own lobbying
H.R. 1319/S. 2228, the Modern Worker Empowerment Act; H.R. 1320, The Modern Worker Security Act; S. 2210, the Unlocking Benefits for Independent Workers Act; S. 2217, the Independent Retirement Fairness Act; H.R. 4154/S.2984, Employee Rights Act; RIN 1235-AA46, Department of Labor Notice of Proposed Rule: Employee or Indepe…
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: DAVIS & HARMAN LLP
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 17, 2026 · issue area: Retirement
$30,000
Paid to lobbying firm
…Balance the Scales Act. H.R. 1, to provide for reconciliation pursuant to title II of H. Con. Res. 14. S. 2210, Unlocking Benefits for Independent Workers Act. S. 2217, Independent Retirement Fairness Act. S. 2228, Modern Worker Empowerment Act. S. 2335, Pensions for All Act. S. 2003, Strengthening Benefit Plans Act. H.R. 672…
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: DAVIS & HARMAN LLP
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 17, 2026 · issue area: Taxation/Internal Revenue Code
$30,000
Paid to lobbying firm
…Balance the Scales Act. H.R. 1, to provide for reconciliation pursuant to title II of H. Con. Res. 14. S. 2210, Unlocking Benefits for Independent Workers Act. S. 2217, Independent Retirement Fairness Act. S. 2228, Modern Worker Empowerment Act. S. 2335, Pensions for All Act. S. 2003, Strengthening Benefit Plans Act. H.R. 672…
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
TRANSAMERICA LIFE INSURANCE COMPANY · lobbying firm or registrant: DAVIS & HARMAN LLP
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 17, 2026 · issue area: Retirement
Amount not reported
…tomatic IRA Act. S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act. S. 2210, Unlocking Benefits for Independent Workers Act. S. 2217, Independent Retirement Fairness Act. S. 2228, Modern Worker Empowerment Act. H.R.9765/S. 5148, Improving Retirement Security for Family Caregivers Act. (118th…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. View filing
TRANSAMERICA LIFE INSURANCE 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
Amount not reported
…tomatic IRA Act. S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act. S. 2210, Unlocking Benefits for Independent Workers Act. S. 2217, Independent Retirement Fairness Act. S. 2228, Modern Worker Empowerment Act. H.R.9765/S. 5148, Improving Retirement Security for Family Caregivers Act. (118th…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. View filing
AMERICANS FOR PROSPERITY · lobbying firm or registrant: AMERICANS FOR PROSPERITY
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 16, 2026 · issue area: Labor Issues/Antitrust/Workplace
$660,000
Spent on own lobbying
S. 2217; Retirement Fairness Act - provisions related to the Independence that would allow for more portable employment benefits, including allowing for independent co…
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
PRINCIPAL FINANCIAL GROUP · lobbying firm or registrant: PRINCIPAL FINANCIAL GROUP
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 14, 2026 · issue area: Retirement
$401,000
Spent on own lobbying
…nt Workers Act - This bill would create a safe harbor under federal law for companies that would like to voluntarily provide access to benefits to contractors. S.2217 - Independent Retirement Fairness Act - This bill would permit contractors to participate in retirement benefit plans like a single pension IRA and pooled empl…
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
AMERIPRISE FINANCIAL, INC. · lobbying firm or registrant: AMERIPRISE FINANCIAL, INC.
2026 Q1 report (Jan 1, 2026 – Mar 31, 2026) · posted Apr 20, 2026 · issue area: Retirement
$520,000
Spent on own lobbying
…s and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 39…
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
PRIMERICA LIFE INSURANCE COMPANY · lobbying firm or registrant: PRIMERICA LIFE INSURANCE COMPANY
2026 Q1 report (Jan 1, 2026 – Mar 31, 2026) · posted Apr 20, 2026 · issue area: Labor Issues/Antitrust/Workplace
$740,000
Spent on own lobbying
…ng whether such individual is an employee of a person; S. 2210, the Unlocking Benefits for Independent Workers Act; S. 2228, the Modern Worker Empowerment Act; S. 2217, the Independent Retirement Fairness Act; H.R. 4154/S.2984, Employee Rights Act; RIN 1235-AA46, Department of Labor Notice of Proposed Rule: Employee or Indepe…
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
…T 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
PRINCIPAL FINANCIAL GROUP · lobbying firm or registrant: PRINCIPAL FINANCIAL GROUP
2026 Q1 report (Jan 1, 2026 – Mar 31, 2026) · posted Apr 17, 2026 · issue area: Retirement
$970,000
Spent on own lobbying
…nt Workers Act - This bill would create a safe harbor under federal law for companies that would like to voluntarily provide access to benefits to contractors. S.2217 - Independent Retirement Fairness Act - This bill would permit contractors to participate in retirement benefit plans like a single pension IRA and pooled empl…
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
ASCENSUS, INC. · lobbying firm or registrant: CAPITOL CITY GROUP, LTD.
2026 Q1 report (Jan 1, 2026 – Mar 31, 2026) · posted Apr 16, 2026 · issue area: Retirement
$30,000
Paid to lobbying firm
…ding; S.Res.76 Resolution authorizing expenditures by the Committee on Health, Education, Labor and Pensions; H.R.1895 Delphi Retirees Pension Restoration Act; S.2217 A bill Independent Retirement Fairness 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
TRANSAMERICA LIFE INSURANCE COMPANY · lobbying firm or registrant: DAVIS & HARMAN LLP
2026 Q1 report (Jan 1, 2026 – Mar 31, 2026) · posted Apr 16, 2026 · issue area: Retirement
Amount not reported
…tomatic IRA Act. S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act. S. 2210, Unlocking Benefits for Independent Workers Act. S. 2217, Independent Retirement Fairness Act. S. 2228, Modern Worker Empowerment Act. H.R.9765/S. 5148, Improving Retirement Security for Family Caregivers Act. (118th…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. View filing
TRANSAMERICA LIFE INSURANCE 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
Amount not reported
…tomatic IRA Act. S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act. S. 2210, Unlocking Benefits for Independent Workers Act. S. 2217, Independent Retirement Fairness Act. S. 2228, Modern Worker Empowerment Act. H.R.9765/S. 5148, Improving Retirement Security for Family Caregivers Act. (118th…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. View filing