119th Congress · introduced in the Senate · Jul 21, 2025
Small Nonprofit Retirement Security Act of 2025
Official title from Congress.gov
Latest action (Jul 21, 2025): Read twice and referred to the Committee on Finance.
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.
Read twice and referred to the Committee on Finance.
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 20, 2026.
15 citations.
INDEPENDENT SECTOR · lobbying firm or registrant: INDEPENDENT SECTOR
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 21, 2026 · issue area: Taxation/Internal Revenue Code
$70,000
Spent on own lobbying
…for facilitating post-graduation scholarships in high-need communities (H.R. 7594) Retirement fairness for charities. Small Nonprofit Retirement Security Act (S. 2365/H.R. 4848). Access to tax credits for nonprofit employers. Support for the Work Opportunity Tax Credit. Due process protections for nonprofit organizations. Ta…
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
COREBRIDGE FINANCIAL, INC. AND AFFILIATES · lobbying firm or registrant: COREBRIDGE FINANCIAL, INC. AND AFFILIATES
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 20, 2026 · issue area: Retirement
$90,000
Spent on own lobbying
S. 4953 / H.R. 7362: Form 5500 Filing Simplification Act S. 5156 / H.R. 6324: Retirement Simplification and Clarity Act S. 2365 / H.R. 4548: Small Nonprofit Retirement Security Act of 2025
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 COUNCIL OF LIFE INSURERS · lobbying firm or registrant: AMERICAN COUNCIL OF LIFE INSURERS
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 19, 2026 · issue area: Retirement
$1,002,681
Spent on own lobbying
…ows companies to enroll their independent workers in PEPs and simplified employer pensions (SEPs) IRAs without triggering employee classification. 16.H.R.4548, S.2365 Small Nonprofit Retirement Security Act of 2025: This legislation makes the credit for small employer pension plan startup costs and the retirement auto-enroll…
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
INDEPENDENT SECTOR · lobbying firm or registrant: INDEPENDENT SECTOR
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 21, 2026 · issue area: Taxation/Internal Revenue Code
$70,000
Spent on own lobbying
…for facilitating post-graduation scholarships in high-need communities (H.R. 7594) Retirement fairness for charities. Small Nonprofit Retirement Security Act (S. 2365/H.R. 4848). Access to tax credits for nonprofit employers. Support for the Work Opportunity Tax Credit. Due process protections for nonprofit organizations
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 COUNCIL OF LIFE INSURERS · lobbying firm or registrant: AMERICAN COUNCIL OF LIFE INSURERS
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · amended · posted Jul 20, 2026 · issue area: Retirement
$1,103,598
Spent on own lobbying
…ows companies to enroll their independent workers in PEPs and simplified employer pensions (SEPs) IRAs without triggering employee classification. 17.H.R.4548, S.2365 Small Nonprofit Retirement Security Act of 2025: This legislation makes the credit for small employer pension plan startup costs and the retirement auto-enroll…
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 COUNCIL OF LIFE INSURERS · lobbying firm or registrant: AMERICAN COUNCIL OF LIFE INSURERS
2026 Q1 report (Jan 1, 2026 – Mar 31, 2026) · posted Apr 20, 2026 · issue area: Retirement
$1,126,104
Spent on own lobbying
…ows companies to enroll their independent workers in PEPs and simplified employer pensions (SEPs) IRAs without triggering employee classification. 18.H.R.4548, S.2365 Small Nonprofit Retirement Security Act of 2025: This legislation makes the credit for small employer pension plan startup costs and the retirement auto-enroll…
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
INDEPENDENT SECTOR · lobbying firm or registrant: INDEPENDENT SECTOR
2026 Q1 report (Jan 1, 2026 – Mar 31, 2026) · posted Apr 20, 2026 · issue area: Taxation/Internal Revenue Code
$60,000
Spent on own lobbying
…for facilitating post-graduation scholarships in high-need communities (H.R. 7594) Retirement fairness for charities. Small Nonprofit Retirement Security Act (S. 2365/H.R. 4848). Access to tax credits for nonprofit employers. Support for the Work Opportunity Tax Credit. Due process protections for nonprofit organizations
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
COREBRIDGE FINANCIAL, INC. AND AFFILIATES · lobbying firm or registrant: COREBRIDGE FINANCIAL, INC. AND AFFILIATES
2026 Q1 report (Jan 1, 2026 – Mar 31, 2026) · posted Apr 20, 2026 · issue area: Retirement
$150,000
Spent on own lobbying
H.R. 4548 / S.2365: Small Nonprofit Retirement Security Act - Issues related to retirement security Issues related to the pension risk transfer market
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
COREBRIDGE FINANCIAL, INC. AND AFFILIATES · lobbying firm or registrant: COREBRIDGE FINANCIAL, INC. AND AFFILIATES
2025 Q4 report (Oct 1, 2025 – Dec 31, 2025) · amended · posted Apr 20, 2026 · issue area: Retirement
$110,000
Spent on own lobbying
S.2365: Small Nonprofit Retirement Security Act - Issues related to retirement security
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
INDEPENDENT SECTOR · lobbying firm or registrant: INDEPENDENT SECTOR
2025 Q4 report (Oct 1, 2025 – Dec 31, 2025) · posted Jan 21, 2026 · issue area: Taxation/Internal Revenue Code
$50,000
Spent on own lobbying
…tics Support for facilitating post-graduation scholarships in high-need communities Retirement fairness for charities. Small Nonprofit Retirement Security Act (S. 2365/H.R. 4848). Access to tax credits for nonprofit employers. Support for the Work Opportunity Tax Credit. Due Process protections for nonprofit organizations
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 SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · lobbying firm or registrant: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
2025 Q4 report (Oct 1, 2025 – Dec 31, 2025) · posted Jan 20, 2026 · issue area: Retirement
$401,839
Spent on own lobbying
…t of 2025 S. 1707 - Helping Young Americans Save for Retirement Act S. 1831 - Auto Re-Enroll Act of 2025 S. 1840 - Retirement Investment in Small Employers Act S. 2365 - Small Nonprofit Retirement Security Act of 2025 S. 3352 - Retirement Rollover Flexibility 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
AMERICAN COUNCIL OF LIFE INSURERS · lobbying firm or registrant: AMERICAN COUNCIL OF LIFE INSURERS
2025 Q4 report (Oct 1, 2025 – Dec 31, 2025) · posted Jan 15, 2026 · issue area: Retirement
$1,878,641
Spent on own lobbying
…ows companies to enroll their independent workers in PEPs and simplified employer pensions (SEPs) IRAs without triggering employee classification. 18.H.R.4548, S.2365 Small Nonprofit Retirement Security Act of 2025: This legislation makes the credit for small employer pension plan startup costs and the retirement auto-enroll…
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 COUNCIL OF LIFE INSURERS · lobbying firm or registrant: AMERICAN COUNCIL OF LIFE INSURERS
2025 Q3 report (Jul 1, 2025 – Sep 30, 2025) · posted Oct 21, 2025 · issue area: Retirement
$1,419,989
Spent on own lobbying
…ows companies to enroll their independent workers in PEPs and simplified employer pensions (SEPs) IRAs without triggering employee classification. 18.H.R.4548, S.2365 Small Nonprofit Retirement Security Act of 2025: This legislation makes the credit for small employer pension plan startup costs and the retirement auto-enroll…
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
INDEPENDENT SECTOR · lobbying firm or registrant: INDEPENDENT SECTOR
2025 Q3 report (Jul 1, 2025 – Sep 30, 2025) · posted Oct 20, 2025 · issue area: Taxation/Internal Revenue Code
$50,000
Spent on own lobbying
…tics Support for facilitating post-graduation scholarships in high-need communities Retirement fairness for charities. Small Nonprofit Retirement Security Act (S. 2365/H.R. 4848). Access to tax credits for nonprofit employers. Support for the Work Opportunity Tax Credit. Due Process protections for nonprofit organizations
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 SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · lobbying firm or registrant: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
2025 Q3 report (Jul 1, 2025 – Sep 30, 2025) · posted Oct 14, 2025 · issue area: Retirement
$389,418
Spent on own lobbying
…024 (118th Congress) S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 2365 - Small Nonprofit Retirement Security Act of 2025
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