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Council of Economic Advisers:
  • The Economic Report of the President, January 2001
    Office of Mgt and Budget (OMB):
  • FY 2002 ECONOMIC OUTLOOK AND FY 2002 BASELINE PROJECTIONS, 1/16/01 [pdf format]
  • Mid-session Budget Review, 6/26/00 [pdf format]
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  • Third International Mathematics and Science Study, 12/2000
  • A Back to School Special Report on the Baby Boom Enrollment Echo, 8/21/2000
  • The Education Record, 1993-2000
    CBO:
  • Budgeting for Defense: Maintaining Today's Forces (9/14)
  • The Budget and Economic Outlook: An Update (7/18)
  • Monthly Budget Review (5/12)
  • Analysis of the Administration's Prescription Drug Proposal (5/11)
  • Economic Analysis of the Taxpayer Relief Act of 1997
  • An Analysis of the President's Budgetary Proposals for Fiscal Year 2001 (4/10/00)
  • Budget Options (March 2000)
    GAO: [PDF format]
  • Performance and Accountability Series and High Risk Update, 2001 (1/17/01)
  • Financial Management: Improper Agency Payments Reported in Fiscal Year 1999
  • Campaign Finance Task Force: Problems and Disagreements Initially Hampered Justice's Investigation. GGD-00-101BR. (5/31)
  • Budget Issues: Budget Enforcement Compliance Report. AIMD-00-174. (5/31)
  • Financial Report of the US Government.
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  • High Tech. & the US Economy (June 2000)
  • US Economy and China's Admission to WTO [pdf]
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  • Government Performance Project 2001 -- Grading the States (Governing, 2/1/2001)
  • Center for Responsive Politics: Who's Paying for this Election, October 2000
  • Center on Budget and Policy Priorities: Expanding state Medicaid Programs to Low-Income Parents, 9/5
  • National Trust for Historic Preservation 2000 List of America's 11 Most Endangered Historic Places
  • Columbia University Death Penalty Study (June)
  • Governors: R&D and Growing State Economies (6/7)
  • American Legacy Foundation analysis of pre-and post-MSA tobacco industry advertising
  • Families USA: Drug Price Increases for Seniors, 1999-2000
  • Sierra Club Sprawl Report 2000
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    Congressional Legislation
    Retirement Security Advice Act of 2001
    H.R. 2269
    Bill # H.R.2269

    Original Sponsor:
    John Boehner (R-OH 8th)

    Cosponsor Total: 6
    (last sponsor added 11/08/2001)
      5 Republicans
      1 Democrats
    About This Legislation:
    11/15/2001--Passed House, amended. (There are 3 other summaries)
    Retirement Security Advice Act of 2001 - Amends the Employee Retirement Income Security Act of 1974 (ERISA) and the Internal Revenue Code to allow prohibited transaction exemptions under specified conditions to: (1) a fiduciary adviser's providing certain investment advice to an employee benefit plan or to a participant or beneficiary of such plan; (2) sale, acquisition, or holding of securities or other property (including any lending of money or other extension of credit associated with these) pursuant to such advice; and (3) direct or indirect receipt of fees or other compensation by the fiduciary adviser or an affiliate in connection with providing such advice.
    Qualifies the following as such fiduciary advisers if they satisfy applicable laws: (1) registered investment advisers; (2) banks; (3) insurance companies; (4) registered broker-dealers; (5) affiliates of such entities; or (6) employees, agents, or registered representatives of such entities. Requires fiduciary advisers to keep for six years records necessary to determine whether the conditions of the exemption have been met.
    Requires such a fiduciary adviser to disclose: (1) fees or other compensation it receives relating to the provision of investment advice or a resulting sale or acquisition of securities or other property, including from third parties; (2) any interest it has and its affiliates have in any security or other property recommended, purchased or sold; (3) any limitation placed on its ability to provide advice; (4) the advisory services offered; (5) that it is acting as a fiduciary of the plan in connection with the provision of such advice; and (6) any information required to be disclosed under applicable securities laws. Requires such disclosure to be: (1) written to be understandable by the average plan participant; and (2) maintained in currently accurate form.
    Allows any such investment advice provided to participants or beneficiaries to be implemented only at their direction. Requires the terms of the transaction to be at least as favorable to the plan as an arm's length transaction would be. Requires to be reasonable any compensation received by the fiduciary adviser and its affiliates in connection with any transaction.
    Requires such a fiduciary adviser to provide the plan sponsor a written acknowledgment that it is acting as a fiduciary of the plan. Exempts from the duty to monitor the specific investment advice given by the fiduciary adviser a plan sponsor or other fiduciary that arranges for a fiduciary adviser to provide investment advice to participants and beneficiaries, if certain conditions are met under this Act. Declares that the plan sponsor or other fiduciary retains the duty of prudent selection and periodic review of the fiduciary adviser. Allows plan assets to be used to pay for the expenses of providing investment advice to participants and beneficiaries.
    Detailed, up-to-date bill status information on H.R.2269.
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