BACKGROUND MATERIALS

• Broker-Dealer Fee Survey (North American Securities Administrators Association, April 2014)
• Fixing the Drain on Retirement Savings (Center for American Progress, April 2014)
• The Hidden Dangers of 401K Fees (Center for American Progress infographic, April 2014)

• AARP Survey of Employers (April 2014)
• Additional Talking Points on HR 2374
• Statement of Administration Policy on HR 2374

ARTICLES AND OP EDS

• New York Times: House, Set to Vote on 2 Bills, Is Seen as an Ally to Wall St. 

EVENTS

• Joint Event at AARP (May 6, 2014)
• Restoring Investor Rights (AFR Briefing, Oct. 15, 2013)
• Protecting Retirement Savings: The Case for Modernizing Advice (Capitol Hill briefing by AARP, the AFL-CIO, the Pension Rights Center, and Americans for Financial Reform, July 8, 2013)

STATEMENTS ON ADMINISTRATION’S FIDUCIARY-DUTY ANNOUNCEMENT (Feb 2015)

• AARP
• AFSCME
• Better Markets
• Center for American Progress
• Consumer Federation of America
• Consumers Union
• Leadership Conference on Civil and Human Rights
• Pension Rights Center
• Public Citizen
• U.S. PIRG
• Wider Opportunities for Women

OTHER STATEMENTS

• Investment Management Consultants on Fiduciary Duty Research (July 5, 2013)
• Public Investors Bar Assn. on Fiduciary Duty (July 3, 2013)
• AFR on Increased Oversight of Money Market Mutual Funds (Feb. 15, 2013)

LETTERS OPPOSING HR 2374

• Letter to Office of Management and Budget and corresponding Cover letter
• AARP Letter of Opposition to HR 2374
• AFL-CIO Letter of Opposition to HR 2374
• AFSCME Opposition Letter to HR 2374
• AFR Letter of Opposition to HR 2374
• Consumer Federation of America Letter of Opposition to HR 2374
• International Brotherhood of the Teamsters Letter of Opposition to HR 992 and HR 2374
• National Council of La Raza Letter of Opposition to HR 2374
• Pension Rights Center Letter of Opposition to HR 2374
• Public Citizen Letter of Opposition to HR 2374