What is CMFI? We are a shareholder advocacy organization dedicated to promoting the interests, needs, and concerns of individual mutual fund investors. Learn more
S. 2473, the "Defined Contribution Fee Disclosure Act of 2007," which would amend the Employee Retirement Income Security Act of 1974 (ERISA) to provide special reporting and disclosure rules for individual account plans, introduced by Senator Tom Harkin (D-IA) on December 13, 2007.
H.R. 3225, the "Mutual Fund Fee Reform Act," which would require the SEC to improve the disclosure of fees and expenses in 12b-1 mutual fund plans, introduced by Congressman Michael Castle (R-DE) on July 30, 2007.
H.R. 3185, the "401(k) Fair Disclosure for Retirement Security Act of 2007," providing for improved disclosure and reporting rules for individual 401(k) retirement plans, introduced by Congressman George Miller (D-CA) on July 26, 2007.
H.R. 2834, a bill to change the preferential tax treatment of hedge fund managers, introduced by Congressman Sander Levin (D-MI) on June 22, 2007.
H.R. 2796, the "Generate Retirement Ownership Through Long-Term Holding Act of 2007," to amend the tax code to allow individuals to defer recognition of reinvested capital gains distributions from mutual funds, introduced by Congressman Paul Ryan (R-WI) on June 20th, 2007.
S. 1624, a bill to change the preferential treatment of hedge funds which become publicly traded partnerships, introduced by Senator Max Baucus (D-MT) on June 14th, 2007.
H.R. 2683, the "Pension Security Act of 2007," requiring the disclosure of hedge fund investments in defined benefit pension plans, introduced by Congressman Michael Castle (R-DE) on June 12th, 2007.
S. 1402, the "Hedge Fund Registration Act of 2007," requiring SEC registration of hedge funds, introduced by Senator Charles Grassley (R-IA) on May 15th, 2007.
H.R. 397, a bill to amend the tax code to allow individuals to defer recognition of reinvested capital gains distributions from mutual funds, by Congressman Jim Saxton (R-NJ) on Jan. 10, 2007.