id,filing_uuid,filing_type,registrant_name,registrant_id,client_name,filing_year,filing_period,issue_code,specific_issues,government_entities,income_amount,expense_amount,is_no_activity,is_termination,received_date
617496,f0af63fb-c04b-4d45-883f-8851b0e0be56,Q2,NATIONAL ASSOCIATION OF LETTER CARRIERS,26898,NATIONAL ASSOCIATION OF LETTER CARRIERS,2008,second_quarter,RET,House and Senate,"HOUSE OF REPRESENTATIVES,SENATE",,160000,0,0,2008-04-22T10:02:09-04:00
621562,e35644bf-f122-4e17-a961-ef74d787b1a4,Q2,ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG),57475,MERRILL LYNCH,2008,second_quarter,RET,General retirement issues; Pension reform; Retirement security,"Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",150000,,0,0,2008-07-01T14:24:16-04:00
621896,5cd52c1d-9869-472e-afea-b5fea5398fa2,Q2,PLAN SPONSOR COUNCIL OF AMERICA FKA PROFIT SHARING/401K COUNCIL OF AMERICA,32293,PLAN SPONSOR COUNCIL OF AMERICA FKA PROFIT SHARING/401K COUNCIL OF AMERICA,2008,second_quarter,RET,Legislation affecting profit sharing and 401(k) plans.,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,80000,0,0,2008-07-03T09:30:10-04:00
622529,3c8ae085-6a37-49a5-b267-cfcf54582d75,Q2,PALMETTO GROUP,18570,AIR LINE PILOTS ASSOCIATION INTERNATIONAL,2008,second_quarter,RET,H.R. 4061 & S. 2505 To allow employees of a commercial passenger airline carrier who receive payments in a bankruptcy proceeding to roll over such payments into an individual retirement plan. - legislation in its entirety.,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2008-07-07T17:43:06-04:00
623183,67ce4875-471a-4d7a-99bb-639181ca7b78,Q2,SANDRA WISE,40025210,NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE,2008,second_quarter,RET,"Social Security/Private Accounts.  H.R. 1090, H.R. 2002, H.R. 4181, H.R. 6110, S. 2765, S.Amdt. 4328:  provisions to establish Social Security private accounts. Social Security/Trust Funds.  H.R. 4338, S. 302, H.R.219, H.R. 581, H.R. 4664, H.R. 1353:  provisions relating to the establishment of a procedure safeguarding the Social Security Trust Funds; the investment of Social Security trust funds; and the budgetary treatment of Social Security trust funds.  

Social Security Benefits.  Unnumbered proposals relating to Social Security widows and spousal benefits; the minimum benefit; and the Medicare 24-month waiting period for disability benefits.

Social Security/Government Pension Offset.  H.R. 82, S. 206, H.R. 726, H.R. 2772, H.R. 2988, S. 1254, S. 1647: proposals to modify or repeal the government pension offset and windfall elimination provision.","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2008-07-08T17:47:28-04:00
623292,ad6a077c-fb21-4331-a689-80135a20438f,Q2,NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE,27467,NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE,2008,second_quarter,RET,"Social Security/Government Pension Offset.  H.R. 82, S. 206, H.R. 726, H.R. 2772, H.R. 2988, S. 1254, S. 1647: proposals to modify or repeal the government pension offset and windfall elimination provisions. Social Security/Trust Funds.  H.R. 4338, S. 302, H.R.219, H.R. 581, H.R. 4664, H.R. 1353:  provisions relating to the establishment of a procedure safeguarding the Social Security Trust Funds; the investment of Social Security trust funds; and the budgetary treatment of Social Security trust funds.   

Social Security/Cost-of-Living-Adjustments.  H.R. 1953, H.R. 2032, H.R. 4807, S. 2501, H.R. 5317:  provisions pertaining to the development of a Consumer Price Index to reflect senior spending; the impact of Medicare premiums on Social Security cost-of-living adjustments and Social Security recipient benefit levels; and amending the Congressional Budget Act of 1974 making it out of order for Congress to reduce Social Security benefits or cost-of-living increases.

Social Security/Private Accounts.  H.R. 1090, H.R. 2002, H.R. 4181, S. 2765, S.Amdt. 4328:  provisions to establish Social Security private accounts.

Pension Security.  H.R. 5543, S. 1288, S. 1725:  provisions affecting the protection of pension benefits and the retirement security of women and small business owners.

National Senior Volunteer Corps.  H.R. 2857, H.R. 5563:  provisions pertaining to reauthorizing national and community service programs benefiting older Americans.","HOUSE OF REPRESENTATIVES,SENATE",,440000,0,0,2008-07-09T10:36:16-04:00
623591,a16cbd69-8011-4661-9139-0fba1780ab1a,Q2,HOLLAND & KNIGHT LLP,18466,HARTFORD,2008,second_quarter,RET,Legislative representation and strategic counsel regarding insurance issues; retirement security incentives,"HOUSE OF REPRESENTATIVES,SENATE",80000,,0,0,2008-07-09T12:44:46-04:00
623667,43185f1d-34d3-4162-848f-d0ec769b00fc,Q2,ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG),57475,CITIGROUP MANAGEMENT CORP (FORMERLY KNOWN AS CITIGROUP),2008,second_quarter,RET,Pension reform; retirement savings,"Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",80000,,0,0,2008-07-09T13:49:09-04:00
623684,b0dbecea-a2db-4628-bf6f-f6f456de3b62,Q2,INSURED RETIREMENT INSTITUTE,285494,INSURED RETIREMENT INSTITUTE,2008,second_quarter,RET,Legislation regarding the tax treatment of annuities and variable products,"HOUSE OF REPRESENTATIVES,SENATE",,50000,0,0,2008-07-09T14:03:51-04:00
623774,50f1365a-5968-4c93-bf6e-2f345f91360f,Q2,NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS,26901,NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS,2008,second_quarter,RET,"HR 2830 & 1783-The Pension Protection Act-NAIFA supports legislation allowing advisors who represent companies administering 401(k) type plans to give investment advice to employees participating in those plans. 
HR 205 & S. 1010 - Retirement Security for Life Act would grant a federal tax exclusion up to $20,000 per year in lifetime payments from non-qualified annuuities - NAIFA supports.

HR. 2912 - Flexible Retirement for Life Act would grant the same exclusion as HR 819 but phase in the dollar amount starting at $1,000 in 2006 and increasing to $20,000 by 2015.

HR 2951 & 1359 - NAIFA supports tax incentives for both qualified and non-qualified annuities.

S-2794 - Senior Investor Protection Act of 2008 provides grants to states to address issues pertaining to the marketing and sale of financial products to senior citizens.  NAIFA has concerns about several provisions in the bill.","HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,315000,0,0,2008-07-09T14:41:19-04:00
623780,5d6d9afb-e736-4667-a26d-66500968885b,Q2,"GROOM LAW GROUP, CHARTERED",17000,RRH CORPORATION,2008,second_quarter,RET,Proposed amendments to the Internal Revenue Code regarding Deferred Compensation and Executive Pay.,"HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2008-07-09T14:42:38-04:00
624089,5a6cc55d-f016-4ac1-897d-ce510a4d138f,Q2,ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG),57475,PRUDENTIAL INSURANCE COMPANY OF AMERICA,2008,second_quarter,RET,"Miscellaneous pension, retirement and savings issues","HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",50000,,0,0,2008-07-09T16:18:45-04:00
624169,89c9f4db-ff20-4aa1-b632-717749758602,Q2,ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG),57475,SECURITIES INDUSTRY & FINANCIAL MARKETS ASSN.,2008,second_quarter,RET,Social Security and pension issues; retirement security,"Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",80000,,0,0,2008-07-09T16:36:55-04:00
624251,8af85da1-65df-4b2b-bcd6-f28168ce9631,Q2,NATIONWIDE MUTUAL INSURANCE COMPANY,26411,NATIONWIDE MUTUAL INSURANCE COMPANY,2008,second_quarter,RET,"HR 2205/S 1010 - ""Retirement Security for Life Act"" - tax incentives for the purchase of annuities
S 1288 - ""Women's Retirement Act of 2007"" - all retirement savings incentives and support, automatic IRA, savers credit HR 2167/S 1141 - ""Automatic IRA Act of 2007"" - Automatic IRA's for small employers

HR 3361/S 1974 - ""Pension Protection Technical Corrections Act of 2007"" - Monitoring all provisions to prepare for practical implications

HR 3185 - ""The 401K Fair Disclosure for Retirement Security Act of 2007"" - Unbundling, mandatory index fund, so-called guaranteed investment contract fees, basis point issues

S 2473 - ""Defined Contribution Fee Disclosure Act"" - Unbundling/categories of disclosure

HR 3765 - ""Defined Contribution Plan Fee Transparency Act of 2007"" - 457 plan fee disclosure

HR 5160 - ""SAVE Act"" - Automatic IRAs for small employers

HR 2831 - ""Lilly Ledbetter Fair Pay Act"" - provisions related to ""each time compensation is paid""

HR 4839/HR 4195/S 2374 - ""Tax Technical Corrections Act of 2007"" - Pension Protection Act technical correction provisions

HR 2419/S 2302 - ""Farm Bill Extension Act"" - Potential Roth 457 inclusion

HR 3997 - ""Defenders of Freedom Tax Act/Heroes Earnings Assistance and Relief Act"" - Pension plan provisions

HR 3997 - ""Defenders of Freedom Tax Act/Heroes Earnings Assistance and Relief Act"" - Pension plan provisions

HR 2/S2 - ""Fair Minimum Wage Act of 2007"" - Potential inclusion of ""Portable, Lifelong, Universal Savings"" (PLUS) accounts","Federal Emergency Management Agency (FEMA),Federal Trade Commission (FTC),HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),Internal Revenue Service (IRS),Justice, Dept of (DOJ),Labor, Dept of (DOL),Office of Thrift Supervision (OTS),SENATE,Treasury, Dept of,U.S. Copyright Office",,620000,0,0,2008-07-09T17:25:48-04:00
624326,6489e45f-0325-40a6-ba69-911f0b9b7582,Q2,"MURDOCH, WALRATH & HOLMES",26205,CALIFORNIA RETIRED TEACHERS ASSOCIATION,2008,second_quarter,RET,"HR 82 Social Security Issues
S 206 Social Security Issues","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2008-07-09T18:39:27-04:00
624483,9ff017c1-84ec-4e13-b863-423f50023ae7,Q2,AETNA INC.,352,AETNA INC,2008,second_quarter,RET,"HR 3361, Pension Protection Technical Corrections Act of 2008","Executive Office of the President (EOP),Food & Drug Administration (FDA),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",,488276,0,0,2008-07-10T10:26:30-04:00
624583,fe335f0e-9846-47c5-a616-ccfca9aac115,Q2,DAVID FUNDERBURK,43491,TREA SENIORCITIZENS LEAGUE,2008,second_quarter,RET,"In support of Anti-Totalization: H.Res. 22, H.R. 190, H.R. 709, H.Res. 18, S.43, H.R. 332;
In support of Social Security Notch Reform:  H.R. 368, S.Res. 363; In support of Consumer Price Index for the Elderly: H.R. 2032, H.R. 1953; In support of Alzheimer's Research Funding: H.R. 1550, S. 898, S. 897; In support of Social Security Protection: H.R.
82, H.R. 138, H.R. 136, H.R. 1353, H.R. 206, H.R. 735, S. 302","HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2008-07-10T11:23:41-04:00
624677,eae1e0cb-1a56-444a-b464-9551f63a14ef,Q2,THE COUNCIL OF INSURANCE AGENTS AND BROKERS,11093,COUNCIL OF INSURANCE AGENTS AND BROKERS,2008,second_quarter,RET,Issues related to pensions and employee benefits.,"HOUSE OF REPRESENTATIVES,SENATE",,183000,0,0,2008-07-10T12:04:43-04:00
624968,5cea6436-7433-4d76-88e5-9a6a9d9c97dd,Q2,"INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO",50400,INTERNATIONAL UNION OF POLICE ASSOCIATIONS AFL-CIO,2008,second_quarter,RET,"HR 82, H 3696, S 206, S 12254,","HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE",,20000,0,0,2008-07-10T14:49:55-04:00
625007,5fbdcea5-7090-46af-b8e6-2e36e58bdf9e,Q2,SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM,294655,SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM,2008,second_quarter,RET,Pensions,"HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2008-07-10T15:01:00-04:00
626352,7fa26b48-87da-4343-8806-1e220d54b69e,Q2,"ROCKWELL COLLINS, INC",68296,ROCKWELL AUTOMATION,2008,second_quarter,RET,401K - Fee Disclosure HR3185,"Commerce, Dept of (DOC),Defense, Dept of (DOD),Export-Import Bank of the United States (EXIM Bank),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Patent & Trademark Office (PTO),SENATE,State, Dept of (DOS),Treasury, Dept of,U.S. Trade Representative (USTR),White House Office",56250,,0,0,2008-07-14T08:02:33-04:00
626363,ae0ed8ac-11ee-402f-9888-1302bb735b65,Q2,"ROCKWELL COLLINS, INC",68296,"ROCKWELL COLLINS, INC",2008,second_quarter,RET,"Automatic Enrollment (401K Reforms) in HR3185
Plan Fee Disclosure in HR3185","Commerce, Dept of (DOC),Defense, Dept of (DOD),Federal Aviation Administration (FAA),Federal Communications Commission (FCC),Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Natl Aeronautics & Space Administration (NASA),Natl Science Foundation (NSF),Office of Management & Budget (OMB),Office of Science & Technology Policy (OSTP),SENATE,State, Dept of (DOS),Transportation, Dept of (DOT),Treasury, Dept of,U.S. Trade Representative (USTR)",,173216,0,0,2008-07-14T08:05:36-04:00
626672,f710bd32-9a68-4008-a37e-58588efed84a,Q2,"THE NICKLES GROUP, LLC",293335,AMERICAN INTERNATIONAL GROUP,2008,second_quarter,RET,"H.R. 3185, 401(K) Fair Disclosure for Retirement Security Act of 2007; S. 2473, Defined Contribution Fee Disclosure Act of 2007, issues related to fees included in retirement savings plans; issues related to pension policy and impact on insurance and financial services.","HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2008-07-14T11:38:33-04:00
626719,88584d20-8d4f-4663-9024-84b5f603f30a,Q2,"APTIV, PLC",49054,APTIV PLC,2008,second_quarter,RET,Pension issues relating to bankruptcy,"Commerce, Dept of (DOC),Defense Advanced Research Projects Agency (DARPA),Defense, Dept of (DOD),Energy, Dept of,Environmental Protection Agency (EPA),Federal Aviation Administration (FAA),Federal Communications Commission (FCC),Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Intl Trade Administration (ITA),Labor, Dept of (DOL),Natl Aeronautics & Space Administration (NASA),SENATE,State, Dept of (DOS),Transportation, Dept of (DOT),Transportation Security Administration (TSA),Treasury, Dept of,White House Office",,190000,0,0,2008-07-14T12:00:53-04:00
626893,77cd8b5e-479b-48b6-82a9-2bb88b62a9b3,Q2,"SUSAN J. WHITE & ASSOCIATES, INC.",41181,NATIONAL ASSOCIATION OF GOVERNMENT DEFINED CONTRIBUTION ADMINISTRATORS,2008,second_quarter,RET,"1. Regulations and guidance for Deemed IRAs by the IRS/Department of the Treasury
2. Retirement legislation, President's Proposals
3. Retirement advice, diversification in holdings, specifically, the President's Retirement Proposal
4. Regulations and guidance for vacation and sick pay by the IRS/ Department of the Treasury
5. Pension Protection Act of 2006
6. National Save for Retirement Week","HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),SENATE,Treasury, Dept of",20000,,0,0,2008-07-14T13:22:39-04:00
627039,644e55a8-3c4c-4a67-809a-e9201b87ad50,2T,"GROOM LAW GROUP, CHARTERED",17000,NATIONAL COORDINATING COMMITTEE FOR MULTIEMPLOYER PLANS,2008,second_quarter,RET,Pension Technical Corrections Legislation (H.R. 3361; S. 1974; H.R. 6382).,"HOUSE OF REPRESENTATIVES,SENATE",10000,,0,1,2008-07-14T14:31:00-04:00
627062,1bb3a201-0cbd-42dd-bf83-1a3c57381f2b,Q2,"THE NICKLES GROUP, LLC",293335,AMERICAN INTERNATIONAL GROUP,2008,second_quarter,RET,"H.R. 3185, 401(K) Fair Disclosure for Retirement Security Act of 2007; S. 2473, Defined Contribution Fee Disclosure Act of 2007, issues related to fees included in retirement savings plans; issues related to pension policy and impact on insurance and financial services.","HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2008-07-14T14:35:44-04:00
627410,d68efaeb-8826-4e05-8002-d0762bb9410b,Q2,AMERICAN ACADEMY OF ACTUARIES,1318,AMERICAN ACADEMY OF ACTUARIES,2008,second_quarter,RET,Pension buy-outs; and social security reform,"Centers For Medicare and Medicaid Services (CMS),Congressional Budget Office (CBO),Government Accountability Office (GAO),HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",,18479,0,0,2008-07-14T17:02:14-04:00
627581,cedd9caa-02ab-47f4-91d5-852bd3fe46de,Q2,MR. ROBERT GUSTAFSON,55495,FRATERNAL ORDER OF EAGLES,2008,second_quarter,RET,Support for a strong Social Security system based on the principles on which it was created (no specific legislation endorsed or supported),"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2008-07-14T18:05:25-04:00
628527,d5ba8f16-9580-4c03-82e0-2b1416c2f305,Q2,"NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC.",26980,"NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC.",2008,second_quarter,RET,"S. 206 / H.R. 82 ""Social Security Fairness Act of 2007""
S. 1254 / H.R. 2988 ""Government Pension Offset Reform""
H.R. 6382 ""Pension Protection Technical Corrections Act of 2008""
Protection of Public Pension plans","HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE,White House Office",,40000,0,0,2008-07-15T13:48:41-04:00
628776,07fc5cb0-b7f7-415b-8cf2-f2c15b289aba,Q2,NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION,26477,NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION,2008,second_quarter,RET,"Air traffic controller retirement issue-eligibility, annuity computation, mandatory separation, imposed work rules, FERS, and sick leave, FAA controller work force plan, staffing. COLA S.3301","Federal Aviation Administration (FAA),HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT)",,260000,0,0,2008-07-15T15:22:44-04:00
628859,dc9fdb53-b999-4ae8-a088-30b015de94a5,Q2,NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION,26477,NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION,2008,second_quarter,RET,"Air traffic controller retirement issue-eligibility, annuity computation, mandatory separation, imposed work rules, FERS, and sick leave, FAA controller work force plan, staffing. COLA S.3301","Federal Aviation Administration (FAA),HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT)",,260000,0,0,2008-07-15T15:40:41-04:00
629268,d4b652db-1d05-43e7-8919-09aa85952d63,Q2,VAN SCOYOC ASSOCIATES,39837,UNITED STATES CAPITOL POLICE LABOR COMMITTEE,2008,second_quarter,RET,Adjusting retirement contribution related issues.,"HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2008-07-15T18:18:47-04:00
629752,58b5cb55-d9ec-44d5-adcd-42d10987cc95,Q2,"GENWORTH FINANCIAL, INC.",302118,"GENWORTH FINANCIAL, INC.",2008,second_quarter,RET,"PL109-280 To Provide Economic Security For All Americans, And For Other Puposes - The Pension Protection Act of 2006
HR2205 Retirement Security for Life Act of 2007
S1010 Retirement Security for Life Act of 2007","Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",,800000,0,0,2008-07-16T10:14:03-04:00
629947,596bc78a-1e0c-44cc-9c02-c688147b417e,Q2,NATIONAL ASSOCIATION OF POSTMASTERS OF THE UNITED STATES,27002,NATIONAL ASSOCIATION OF POSTMASTERS OF THE UNITED STATES,2008,second_quarter,RET,"H.R.82 Social Security Government Pension Offset and Windfall elimination Provision (GPO/WEP, S.206 - GPO/WEP - H.R.726
WEP, S.1254 -GPO, S.1647-GPO/WEP Reform, S.773-Military and Federal Retires to pay health insurance premiums with pre-taxed dollars, H..R. 1110-Health Premiums with pre-taxed dollars","HOUSE OF REPRESENTATIVES,Office of Personnel Management (OPM),Postal Regulatory Commission,SENATE",,47500,0,0,2008-07-16T10:58:15-04:00
630027,943d1df7-86e0-4d2f-b77c-ffbc83dc0c7b,Q2,GLOBAL DOMINION CORPORATION,20460,FEDERATION OF RESPONSIBLE CITIZENS FORMERLY AMERICAN FEDERATION OF SENIORCITIZEN,2008,second_quarter,RET,"H.R. 219  Social Security Preservation Act. Legislation to amend Title II of the Social Security Act to ensure the integrity of the 
Social Security Trust Fund by recquiring investments of the annual surplus of the fund and protect the fund from the public debt limit.
The issue of investing the surplus rather than borrowing from in. H.R. 219 Social Security Beneficiary Tax Reduction Act.  Legislation to amend the Internal Revenue Code of 1986 to repeal the 1993 increase in taxes on Social Security benefits.  The issue of reducing taxes of Social Security benefits.

H.R. 1090 Social Security Guarantee Plus Act.  Legislation to amend the Social Security Act and the Internal Revenue Code of 
1986 to preserve and strengthen the Social Security Program by creating personal Social Security guarantee accounts which would ensure full benefits for all worker and their families while restoring long-term Social Security solvency.  The issue of personal Social Security guarantee accounts.

S. 302 Social Security Lock Box.  Legislation to establish safeduarding of the Social Security Trust Fund.  The issue of requiring Congress to establish a detailed proposal for Soical Security reform before any monies for the Social Security Trust Fund could be used by Congress for budget items.","HOUSE OF REPRESENTATIVES,SENATE,White House Office",20000,,0,0,2008-07-16T11:18:19-04:00
630104,2b2d066e-06da-4b38-8a98-c0c21af60616,Q2,GLOBAL DOMINION CORPORATION,20460,AMERICAN SERVICE COUNCIL INC,2008,second_quarter,RET,"H.R. 219 Social Security Preservation Act. Legislation to amend Title II of the Social Security Act to ensure the integrity of the Social Secruity Trust Fund.  The issue to invest the annual surplus of the Trust Fund in marketable interest bearing obligations of the United States and certificates of deposit in institutions  insured by the Federal Deposit Insurance Corporation and to protect the Trust funds from the public debt. H.R. 192 Social Security Beneficiary Tax Reduction Act.  Legislation to amend the the Internal Reveneue Code of 1986 to repeal the 1993 increase in taxes on Social Security Benefits.  The issue of reducing taxes on Social Security Benefits.

S. 302 Social Security Lock Box. Legislation to establish a procedure to safeguard the Social Security Trust Fund. The issue to require a detailed proposal for Social Secuirty Reform legislation before any monies for the Trust Fund could be used by Congress for budget items.",HOUSE OF REPRESENTATIVES,20000,,0,0,2008-07-16T11:43:45-04:00
630384,1ca734a1-2f91-40c7-826b-d4c61f786781,Q2,PACIFIC LIFE INSURANCE COMPANY,309754,PACIFIC LIFE INSURANCE COMPANY,2008,second_quarter,RET,"Department of Labor's Form 5500 (Pension and Welfare Benefit Plans), Pension Defeasment","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",,160000,0,0,2008-07-16T12:49:23-04:00
630626,a821fcdf-ff20-4a6c-b825-0b483d430343,Q2,INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS,19753,INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS,2008,second_quarter,RET,"Retiree Health Care
Pension Protection Technical Corrections","Defense, Dept of (DOD),Federal Communications Commission (FCC),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,SENATE",,80000,0,0,2008-07-16T13:54:37-04:00
630877,e832bb86-9ca3-40e5-8c6f-fc82159fa52a,Q2,"ALFRED W. CORS, JR",285277,RETIRESAFE,2008,second_quarter,RET,"H.R. 1953, H.R 2032 - FAIR COLA bills 
H.R 358, H.R. 288 - Notch Reform 
H.R. 93 - Social Security Protection Act 
H.R. 149 - Social Security Earnings Tax Repeal","Centers For Medicare and Medicaid Services (CMS),HOUSE OF REPRESENTATIVES,SENATE",22325,,0,0,2008-07-16T14:41:58-04:00
631022,e1a6ad53-9640-4562-8c70-69c1e47029bf,2A,"GROOM LAW GROUP, CHARTERED",17000,NATIONAL COORDINATING COMMITTEE FOR MULTIEMPLOYER PLANS,2008,second_quarter,RET,Pension Technical Corrections Legislation (H.R. 3361; S. 1974; H.R. 6382).,"HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2008-07-16T15:19:36-04:00
631204,b0c886eb-a6ba-4865-b6ec-a7799410a20b,Q2,RETIRESAFE,11025,RETIRESAFE,2008,second_quarter,RET,"H.R. 1953, H.R 2032 - FAIR COLA bills 
H.R 358, H.R. 288 - Notch Reform 
H.R. 93 - Social Security Protection Act 
H.R. 149 - Social Security Earnings Tax Repeal","Centers For Medicare and Medicaid Services (CMS),HOUSE OF REPRESENTATIVES,SENATE",,144757,0,0,2008-07-16T16:03:52-04:00
631275,974d9a7f-d2b5-45ef-bbdf-18a679c50db0,Q2,NATIONAL FRATERNAL ORDER OF POLICE,27866,NATIONAL FRATERNAL ORDER OF POLICE,2008,second_quarter,RET,"H.R. 1073/S. 1354, the Law Enforcement Officers Equity Act, would provide 6 (c) benefits to approximately 30,000 Federal law enforcement officers who currently do not have them; H.R. 1661/S. 1357, the Federal Law Enforcement Pension Adjustment Equity Act, would permit certain annuitants of the retirement programs of the United States Park Police and United States Secret Service Uniformed Division to receive the adjustments in pension benefits to which such annuitants would otherwise be entitled as a result of new salary schedules;

H.R. 3361, the Pension Protection Technical Corrections Act, would make some technical corrections to the Pension Protection Act, which was enacted in 2006;

S. 1729, the Enhanced Financial Recovery and Equitable Retirement Treatment Act, would provide Assistant U.S. Attorneys and other Federal prosecutors with enhanced law enforcement retirement benefits;","Federal Communications Commission (FCC),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Natl Institute of Justice,SENATE,White House Office",,55000,0,0,2008-07-16T16:10:14-04:00
631305,41ee93ac-3718-43be-a913-1bb36155fa0f,Q2,NATIONAL ASSOCIATION FOR UNIFORMED SERVICES,26615,NATIONAL ASSOCIATION FOR UNIFORMED SERVICES,2008,second_quarter,RET,To protect the cost of living adjusted Social Security payments by ensuring that any major changes made would granfather retirees and those near retirement;  to improve the Medicare benefit and provide adequate reimbursemtn rates to health care professionals; establish a Comsumer Price Index for Elderly (CPI-E) to compute cost of living increases for SOcial Security and other Medicare benefits;  phase out the taxation of Social Security Benefits;  repeal the government pension offset and windfall elimination provisions;  include a Social Security Lockbox.,"Defense, Dept of (DOD),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Office of Personnel Management (OPM),SENATE,Veterans Affairs, Dept of (VA),White House Office",,42017,0,0,2008-07-16T16:15:26-04:00
631455,f4cb3c71-d668-4e23-8eba-20ad930532bb,Q2,"FORSCEY, PLLC",52880,LAW FIRM OF THORNTON & NAUMES,2008,second_quarter,RET,"Work to clarify ERISA fiduciary standards and require greater disclosure of investment funds and social investment policies;
H.R. 3185 - Fair Disclosure for Retirement Act of 2007;
H.R. 3765 - Defined Contributions Plan Fee Transparency Act of 2007.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2008-07-16T16:56:03-04:00
631461,44d49ca8-669c-4383-bf43-67d1d812e760,2A,PACIFIC LIFE INSURANCE COMPANY,309754,PACIFIC LIFE INSURANCE COMPANY,2008,second_quarter,RET,"Department of Labor's Form 5500 (Pension and Welfare Benefit Plans), Pension Defeasment","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",,160000,0,0,2008-07-16T17:00:06-04:00
632786,f243ce40-88dc-4ba7-ab59-1229b2e57385,Q2,AZOA SERVICES CORP(ALLIANZ OF AMERICA) FORMERLY AZOA SERIVCES CORP/FIREMAN'S FUND(ALLIANZ OF AMERICA,14611,AZOA SERVICES CORP(ALLIANZ OF AMERICA) AND AFFILIATES,2008,second_quarter,RET,"Retirement security/investment issues:  Supports two pieces of legislation, through the efforts of a trade association, that would promote investment and retirement securities.  These bills are H.R. 2796 an S. 2126, the Generating Ownership through Long Term Holding (GROWTH) Act, which would defer taxation of automatically reinvested capital gains taxes until the time the mutual fund shares are sold and H.R. 2167, the Automatic IRA Act of 2007, which would allow employees not covered qualified retirement plans to save for retirement through automatic payroll deposit IRAs and to facilitate similar savings by the self-employed.

401 (k) fee disclosure:  Oppose bill recently approved by the House committee on Education and the Workforce, H.R. 3185, the 401 (k) Fair Disclosure fore Retirement Security Act, which would require 401 (k) plan administrators to reveal charges associated with four categories of fees:  administrative fees, investment management fees, transaction fees, and other costs.","Commodity Futures Trading Commission (CFTC),HOUSE OF REPRESENTATIVES,Risk Management Agency,Securities & Exchange Commission (SEC),SENATE,State, Dept of (DOS),Treasury, Dept of",,350000,0,0,2008-07-17T10:36:01-04:00
633025,9bf063e8-2f1e-44dc-9da3-6635132268cf,Q2,THE NATIONAL GRANGE OF THE ORDER OF PATRONS OF HUSBANDRY,27913,NATIONAL GRANGE OF THE ORDER OF PATRONS OF HUSBANDRY,2008,second_quarter,RET,Social Security Reform,"Agriculture, Dept of (USDA),Commerce, Dept of (DOC),Commodity Futures Trading Commission (CFTC),Council on Environmental Quality (CEQ),Education, Dept of,Energy, Dept of,Environmental Protection Agency (EPA),Federal Communications Commission (FCC),Federal Energy Regulatory Commission (FERC),Federal Trade Commission (FTC),Food & Drug Administration (FDA),Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),Justice, Dept of (DOJ),Labor, Dept of (DOL),Natl Telecommunications & Information Administration (NTIA),Office of Management & Budget (OMB),SENATE,Transportation, Dept of (DOT),U.S. Trade Representative (USTR)",,10000,0,0,2008-07-17T11:08:01-04:00
633262,8d05fda6-29c4-4861-8825-e4f152796932,Q2,NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION,28674,NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION,2008,second_quarter,RET,"Monitored, reacted to, and discussed policy concepts that will ensure NTCA is able to continue offering its high quality Retirement Security Plans to members, their employees and the association staff at affordable rates and on reasonable terms and conditions.  During the reporting period, the association focused particular attention on the following: H.R. 3652-To amend Title 11, United States Code, to improve protections for employees and retirees in business bankruptcies-all sections.

S. 2092-To amend Title 11, United States Code, to improve protections for employees and retirees in business bankruptcies-all sections.","Agriculture, Dept of (USDA),Federal Communications Commission (FCC),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Natl Telecommunications & Information Administration (NTIA),SENATE",,15000,0,0,2008-07-17T11:42:21-04:00
633288,30437192-f12e-4de0-85b1-f8cbca63b1f5,Q2,ASSOCIATION FOR FINANCIAL PROFESSIONALS,38437,ASSOCIATION FOR FINANCIAL PROFESSIONALS,2008,second_quarter,RET,"Plan Funding, Retirement Plan Investments, Disclosure, and Fiduciary Rules","Commodity Futures Trading Commission (CFTC),Executive Office of the President (EOP),Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,11250,0,0,2008-07-17T11:47:45-04:00
633300,1b7acb50-8cb2-40b9-bb4e-4fea1e22db0b,Q2,UNUM GROUP,39600,UNUM GROUP,2008,second_quarter,RET,Retirement savings issues relating to the insurance industry,"HOUSE OF REPRESENTATIVES,SENATE",,120000,0,0,2008-07-17T11:49:52-04:00
634179,b679d788-19ee-4fdb-afca-dbb146dc3567,Q2,"WILLIAMS AND JENSEN, PLLC",41454,TRANSAMERICA COMPANIES (FORMLY AEGON),2008,second_quarter,RET,Legislation impactin retirement plans.,"HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of,White House Office",70000,,0,0,2008-07-17T14:54:02-04:00
634298,ef54c423-acd0-4368-a10c-8e1d87daf4bb,Q2,FLEET RESERVE ASSOCIATION,14781,FLEET RESERVE ASSOCIATION,2008,second_quarter,RET,"S. 3001 FY 2009 Defense Authorization bill; HR 5658, FY 2009 Defense Authorization bill; HR 5797, The Roth TSP Act""; S. 2836, ""National Guard and Reserve Pay Equity Act""; HR 4930, ""National Guard and Reserve Pay Equity Act""; H.R. 1223 ""Keeping Faith With the Greatest Generation Military Retirees Act"";","Defense, Dept of (DOD),HOUSE OF REPRESENTATIVES,Navy, Dept of,SENATE,Veterans Affairs, Dept of (VA),White House Office",,140000,0,0,2008-07-17T15:07:42-04:00
634676,14ad1784-0534-40b7-baef-3b4b56f203d3,Q2,PRINCIPAL FINANCIAL GROUP,32178,PRINCIPAL FINANCIAL GROUP,2008,second_quarter,RET,"H.R.69: To amend title II of the Social Security Act to eliminate the 5-month waiting period for entitlement to disability benefits and to eliminate reconsideration as an intervening step between initial benefit entitlement decisions and subsequent hearings on the record on such decisions. H.R.82: To amend title II of the Social Security Act to repeal the Government pension offset and windfall elimination provisions.

H.R.93: To amend the Congressional Budget Act of 1974 to protect Social Security beneficiaries against any reduction in benefits.

H.R.149: To amend title II of the Social Security Act to remove the limitation upon the amount of outside income which an individual may earn while receiving benefits under such title, and for other purposes.

H.R.191: To amend the Internal Revenue Code of 1986 to repeal the inclusion in gross income of Social Security benefits.

H.R.192: To amend the Internal Revenue Code of 1986 to repeal the 1993 increase in taxes on Social Security benefits.

H.R.279: To amend title II of the Social Security Act to provide for Congressional oversight and approval of totalization agreements.

H.R.288: To amend title II of the Social Security Act to provide for an improved benefit computation formula for workers affected by the changes in benefit computation rules enacted in the Social Security Amendments of 1977 who attain age 65 during the 10-year period after 1981 and before 1992 (and related beneficiaries) and to provide prospectively for increases in their benefits accordingly.

H.R.340: To amend title II of the Social Security Act to allow remarried widows, widowers, and surviving divorced spouses to become or remain entitled to widow's or widower's insurance benefits if the prior marriage was for at least 10 years. 

H.R.341: To amend title II of the Social Security Act to provide for payment of lump-sum death payments upon the death of a spouse.

H.R.368: To amend title II of the Social Security Act to allow workers who attain age 65 after 1981 and before 1992 to choose either lump sum payments over four years totalling $5,000 or an improved benefit computation formula under a new 10-year rule governing the transition to the changes in benefit computation rules enacted in the Social Security Amendments of 1977, and for other purposes.

H.R.581: To amend title II of the Social Security Act to establish a Social Security Surplus Protection Account in the Federal Old-Age and Survivors Insurance Trust Fund to hold the Social Security surplus, to provide for suspension of investment of amounts held in the Account until enactment of legislation providing for investment of the Trust Fund in investment vehicles other than obligations of the United States, and to establish a Social Security Investment Commission to make recommendations for alternative forms of investment of the Social Security surplus in the Trust Fund.

H.R.709: To amend title II of the Social Security Act to restrict totalization agreements between the United States and other countries to providing for appropriate exchange of Social Security taxes or contributions between the parties to such agreements, and to prohibit crediting of individuals under such title with earnings from employment or self-employment in the United States performed while such individuals are not citizens, nationals, or lawful permanent residents of the United States and are not authorized by law to be employed in the United States.

H.R.726: To amend title II of the Social Security Act to restrict the application of the windfall elimination provision to individuals whose combined monthly income from benefits under such title and other monthly periodic payments exceeds a minimum COLA-adjusted amount of $2,500 and to provide for a graduated implementation of such provision on amounts above such minimum amount.

H.R.732: To amend title II of the Social Security Act to reduce from 10 to 5 the number of years of marriage prior to divorce required for a divorced spouse to be eligible for benefits under such title. H.R.1090: To amend the Social Security Act and the Internal Revenue Code of 1986 to preserve and strengthen the Social Security Program through the creation of personal Social Security guarantee accounts ensuring full benefits for all workers and their families, restoring long-term Social Security solvency, to make certain benefit improvements, and for other purposes.

H.R.1158: To amend title II of the Social Security Act to eliminate the two-year waiting period for divorced spouse's benefits following the divorce.

H.R.1160: To amend title II of the Social Security Act to provide for increases in widow's and widower's insurance benefits by reason of delayed retirement.

H.R.1161: To amend title II of the Social Security Act to credit prospectively individuals serving as caregivers of dependent relatives with deemed wages for up to five years of such service.

H.R.1322: To amend title I of the Employee Retirement Income Security Act of 1974 to provide emergency protection for retiree health benefits.

H.R.1349: To amend the Internal Revenue Code of 1986 to repeal the 1993 increase in income taxes on Social Security benefits.

H.R.1380: To amend title II of the Social Security Act to provide that a monthly insurance benefit thereunder shall be paid for the month in which the recipient dies, subject to a reduction of 50 percent if the recipient dies during the first 15 days of such month, and for other purposes. 

H.R.2032: To require the establishment of a Consumer Price Index for Elderly Consumers to compute cost-of-living increases for Social Security and Medicare benefits under titles II and XVIII of the Social Security Act. 

H.R.2103: To amend title IV of the Employee Retirement Income Security Act of 1974 to require the Pension Benefit Guaranty Corporation, in the case of airline pilots who are required by regulation to retire at age 60, to compute the actuarial value of monthly benefits in the form of a life annuity commencing at age 60.

H.R.2167: To amend the Internal Revenue Code of 1986 to allow employees not covered by qualified retirement plans to save for retirement through automatic payroll deposit IRAs, to facilitate similar saving by the self-employed, and for other purposes.

H.R.2355: To amend the Internal Revenue Code of 1986 to extend the authority for penalty-free withdrawals from retirement plans by military reservists or national guardsmen called to active duty for extended periods. 

H.R. 2461: to amend the Internal Revenue Code of 1986 to permit distributions from individual retirement plans to be contributed to 529 plans without including the distribution in gross income. 

H.R.2591:To amend part B of title XVIII of the Social Security Act to limit the penalty for late enrollment under part B of the Medicare Program to 10 percent and twice the period of no enrollment, and to exclude periods of COBRA and retiree coverage from such late enrollment penalty.

H.R. 2657: To amend the Employee Retirement Income Security Act of 1974 to ensure that employees are not improperly disqualified from benefits under pension plans and welfare plans based on the misclassification or reclassification of their status.

H.R.2683: To amend title I of the Employee Retirement Income Security Act of 1974 to require in the annual report of each defined benefit pension plan disclosure of plan investments in hedge funds.
       H.R.2831: To amend title VII of the Civil Rights Act of 1964, the Age Discrimination in Employment Act of 1967, the Americans With Disabilities Act of 1990, and the Rehabilitation Act of 1973 to clarify that a discriminatory compensation decision or other practice that is unlawful under such Acts occurs each time compensation is paid pursuant to the discriminatory compensation decision or other practice, and for other purposes. H.R. 3088: to amend the Internal Revenue Code of 1986 to provide that distributions from an individual retirement plan, a section 401(k) plan, a section 403(b) contract, or a section 457 plan shall not be includible in gross income to the extent used to pay long-term care insurance premiums. 

HR. 3185: To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to establish in the Department of Labor an Advisory Council on Improving Employer-Employee Retirement Practices.

H.R. 3361: A bill to make technical corrections related to the Pension Protection Act of 2006.

H.R. 3765: To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans.

H.R. 3868: to provide an orderly transition to new requirements, and for other purposes. 

H.R. 4061: To allow employees of a commercial passenger airline carrier who receive payments in a bankruptcy proceeding to roll over such payments into an individual retirement plan, and for other purposes.

H.R. 4150: To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments.

H.R. 4807: To amend the Social Security Act to protect Social Security cost-of-living adjustments (COLA)

H.R.5160: To amend the Internal Revenue Code of 1986 to encourage retirement savings by modifying requirements with respect to employer-established IRAs, and for other purposes.

H.R.6382 To make technical corrections related to the Pension Protection Act of 2006, and for other purposes.

S.43: A bill to amend title II of the Social Security Act to preserve and protect Social Security benefits of American workers and to help ensure greater congressional oversight of the Social Security system by requiring that both Houses of Congress approve a totalization agreement before the agreement, giving foreign workers Social Security benefits, can go into effect.

S.137: A bill to amend title XVIII of the Social Security Act to provide additional beneficiary protections. 

S.190: A bill to provide a technical correction to the Pension Protection Act of 2006.

S.191: A bill to provide relief for all air carriers with pension plans that are not frozen pension plans.

S.355: A bill to establish a National Commission on Entitlement Solvency.

S.1010: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. 

S.1141: A bill to amend the Internal Revenue Code of 1986 to allow employees not covered by qualified retirement plans to save for retirement through automatic payroll deposit IRAs, to facilitate similar saving by the self-employed, and for other purposes.

S.1254: A bill to amend title II of the Social Security Act to provide that the reductions in social security benefits which are required in the case of spouses and surviving spouses who are also receiving certain government pensions shall be equal to the amount by which two-thirds of the total amount of the combined monthly benefit (before reduction) and monthly pension exceeds $1,200, adjusted for inflation. S.1270: A bill to amend title IV of the Employee Retirement Income Security Act of 1974 to require the Pension Benefit Guaranty Corporation, in the case of airline pilots who are required by regulation to retire at age 60, to compute the actuarial value of monthly benefits in the form of a life annuity commencing at age 60. 

S.1288: A bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to increase the retirement security of women and small business owners, and for other purposes. 

S.1533: A bill to amend the Internal Revenue Code of 1986 to allow certain coins to be acquired by individual retirement accounts and other individually directed pension plan accounts, and for other purposes. 

S.1636: A bill to amend the Internal Revenue Code of 1986 to permanently allow penalty-free withdrawals from retirement plans for individuals called to active duty for at least 179 days. 

S. 1725: to amend the Employee Retirement Income Security Act of 1974, the Internal Revenue Code of 1986, and title 5, U.S. Code, to improve the protection of pension benefits, and for other purposes.

S. 1809: to amend the Internal Revenue Code of 1986 to provide that distributions from an individual retirement plan, a section 401(k) plan, a section 403(b) contract, or a section 457 plan shall not be includible in gross income to the extent used to pay long-term care insurance premiums.

S.1843: A bill to amend title VII of the Civil Rights Act of 1964 and the Age Discrimination in Employment Act of 1967 to clarify that an unlawful practice occurs each time compensation is paid pursuant to a discriminatory compensation decision or other practice, and for other purposes. 

S.1947: A bill to amend title XI of the Social Security Act to improve the quality improvement organization (QIO) program. 

S. 1974: A bill to make technical corrections related to the Pension Protection Act of 2006. 

S. 2184: To amend the Internal Revenue Code of 1986 to permanently allow penalty-free withdrawals from retirement plans for individuals called to active duty for at least 179 days. 

S. 2201: to provide for the penalty-free use of retirement funds for mortgage delinquency relief.

S. 2473: to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and for other purposes.

S.2501:  A bill to amend the Social Security Act to protect Social Security cost-of-living adjustments (COLA).

S. 2505: to allow employees of a commercial passenger airline carrier who receive payments in a bankruptcy proceeding to roll over such payments into an individual retirement plan, and for other purposes.

S.2570: To amend title II of the Social Security Act to authorize waivers by the Commissioner of Social Security of the 5-month waiting period for entitlement to benefits based on disability in cases in which the Commissioner determines that such waiting period would cause undue hardship to terminally ill beneficiaries.
S. 2765: To strengthen and permanently preserve Social Security.

S.2794: A bill to protect older Americans from misleading and fraudulent marketing practices, with the goal of increasing retirement security.

S.3219: A bill to enhance penalties for violations of securities protections that involve targeting seniors. 
S.Res.601: To designate Oct. 19-25, 2008, as ''National Save for Retirement Week.''","Centers For Medicare and Medicaid Services (CMS),Commerce, Dept of (DOC),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,State, Dept of (DOS),Treasury, Dept of,U.S. Trade & Development Agency (USTDA),U.S. Trade Representative (USTR)",,540000,0,0,2008-07-17T15:39:02-04:00
634862,a191747d-b1b2-48cc-9fe8-7fbcaaceb0ec,Q2,ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG),57475,AMERICAN STAFFING ASSOCIATION,2008,second_quarter,RET,Pension and other benefits,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",15000,,0,0,2008-07-17T15:53:05-04:00
634976,0c3312f8-9eff-40be-af69-7bc8eb1a7e61,Q2,ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG),57475,REYNOLDS AMERICAN INC (FORMERLY KNOWN AS RJ REYNOLDS TOBACCO COMPANY),2008,second_quarter,RET,Pension reform,"Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",90000,,0,0,2008-07-17T15:59:48-04:00
635015,1ea9bb3b-bd93-45ca-8049-3a95e041ff35,Q2,DUANE MORRIS GOVERNMENT AFFAIRS,49657,NATIONAL ASSOCIATION OF REAL ESTATE INVESTMENT TRUSTS,2008,second_quarter,RET,Issues surrounding the addition of a real estate investment option to the federal thrift savings plan.,"Federal Retirement Thrift Investment Board,HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2008-07-17T16:02:52-04:00
635531,cab67bd3-bfa2-4b90-b723-1dcc3313fbbb,Q2,"WILLIAMS AND JENSEN, PLLC",41454,YWCA RETIREMENT FUND,2008,second_quarter,RET,S. 1206; Pension Reform; H.r. 6143.,"HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2008-07-17T16:49:40-04:00
635676,a08d4a86-47a3-4e48-b1cf-78cbd81ec649,Q2,NATIONAL POSTAL MAIL HANDLERS UNION,319654,NATIONAL POSTAL MAIL HANDLERS UNION,2008,second_quarter,RET,Federal Employees Retirement Sick Leave Bill HR 5573,HOUSE OF REPRESENTATIVES,,15000,0,0,2008-07-17T17:09:14-04:00
636120,8077dfe0-cc44-4576-9471-9af12de03bb9,2A,PACIFIC LIFE INSURANCE COMPANY,309754,PACIFIC LIFE INSURANCE COMPANY,2008,second_quarter,RET,"Department of Labor's Form 5500 (Pension and Welfare Benefit Plans), Pension Defeasment","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",,180000,0,0,2008-07-17T18:47:56-04:00
636274,48740413-ffc5-42d6-b78b-8a834c4ec114,Q2,AON CORPORATION,300058,AON CORPORATION,2008,second_quarter,RET,Pension security proposals and legislation.,"HOUSE OF REPRESENTATIVES,SENATE",,140000,0,0,2008-07-17T21:45:18-04:00
636723,8585fc05-77f0-4adf-8892-743ceab31e82,Q2,"MOSS, MCGEE, BRADLEY AND COLBERT",292356,EXPERIENCE WORKS,2008,second_quarter,RET,"Employement Related Issues
Special Committee on Aging","Education, Dept of,Energy, Dept of,HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Small Business Administration (SBA)",20000,,0,0,2008-07-18T09:28:06-04:00
636951,65217648-0f2c-4798-bb1a-7bb5f1be672f,Q2,"PRINTING INDUSTRIES OF AMERICA, INC.",32203,PRINTING INDUSTRIES OF AMERICA INC,2008,second_quarter,RET,"Pension Reform
Social Security Reform","Commerce, Dept of (DOC),Energy, Dept of,Environmental Protection Agency (EPA),Government Printing Office (GPO),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Intl Trade Administration (ITA),Labor, Dept of (DOL),Patent & Trademark Office (PTO),Postal Rate Commission,Postal Regulatory Commission,SENATE,State, Dept of (DOS),Treasury, Dept of,U.S. Postal Service (USPS)",,112703,0,0,2008-07-18T10:11:17-04:00
637386,dfb54210-2d5b-4b18-be99-e035ced54026,Q2,"METLIFE GROUP, INC.",40032280,"METLIFE GROUP, INC.",2008,second_quarter,RET,Retirement Security for Life Act: S 1010; S 1288; HR 2205.,"HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of,U.S. Trade Representative (USTR)",,1260000,0,0,2008-07-18T10:53:43-04:00
637463,9eeb4a62-99eb-4c8d-a874-6ad89f05ea8e,Q2,DAVIS & HARMAN LLP,11674,AMERICAN BENEFITS COUNCIL,2008,second_quarter,RET,"Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, and S. 1974, The Pension Protection Technical Corrections Act and H.R. 6143, Pension Protection Act ERISA Amendments.  Proposals related to older workers' incentives.  Proposals related to hybrid pension plan guidance, including application of the backloading rules. Proposals related to reform of the minimum required distribution rules.  Proposals related to mandatory savings accounts. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 3765, The Defined Contribution Fee Transparency Act, H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act, and S. 2473, Defined Contribution Fee Disclosure Act.  S. 1288, Women's Retirement Security Act.   H.R. 2831/S. 1843, The Lilly Ledbetter Fair Pay Act.  Proposals related to asset averaging/smoothing rules of the Pension Protection Act of 2006.  H.R. 3868, a bill to delay The Pension Protection Act defined benefit funding rules.  Proposal to expand Code Section 401(h) to apply to all types of defined contribution plans.  S. 1141/H.R. 2167, Automatic IRA Act of 2007.  H.R. 5160, Small Business Add Value for Employees Act.  Proposals related to expansion of Internal Revenue Code Section 420.  Proposals related to retirement plan leakage.","HOUSE OF REPRESENTATIVES,SENATE",70000,,0,0,2008-07-18T10:59:58-04:00
637490,9f51d757-2b95-4e39-856f-e144fdc2b5e3,Q2,THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY,29607,THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY,2008,second_quarter,RET,"See attachment. RET  Second Quarter Report 2008

H.R. 2 - Fair Minimum Wage Act

H.R. 46 - Small Business Tax Fairness and Simplification Act

H.R. 914 - Tax Equity and Affordability Act

H.R. 976 - Small Business Tax Relief Act

H.R. 1807 - Alzheimers Family Assistance Act

H.R. 2205/ S. 1010 - Tax Incentive for Non Qualified Annuities

H.R. 2419  Farm Bill Extension Act

H.R. 2582  Qualified Long-Term Care Fairness Act of 2007

H.R. 3088  Long-Term Care Act of 2007

H.R. 3185 - The 401(k) Fair Disclosure for Retirement Security Act of 2007

H.R. 3361 - To make technical corrections related to the Pension Protection Act of 2006

H.R. 3363  Long Term Care Affordability and Security Act of 2007

H.R. 4839  Tax Technical Corrections 

H.R. 5160  Small Business Add Value for Employees Act of 2008

H.R. 5559  The Long Term Care and Retirement Security Act of 2008

H.R. 6143  Pension Protection Act ERISA Amendments of 2008

H.R. 6237  The Tax Relief for Long  Term Care Act of 2008

H.R. 6357  Protecting Records, Optimizing Treatments, and Easing Communications Through Healthcare Technology Act of 2008 (ProTECHt Act)

H.R. 6382  Pension Protection Act Technical Corrections

H.R. (Concurrent Resolution) 133 - Supporting the Goals of the Long Term Care 
Awareness Week

S. 555 - Simple Cafeteria Plan Act S. 897 - Alzheimers Family Assistance Act

S. 1288 - Women's Retirement Act of 2007

S. 1974 - The Pension Protection Technical Corrections Act of 2007 

S. 1809  Long-Term Care Act of 2007

S. 2337 - Long Term Care Affordability and Security Act of 2007

S. 3952 - Automatic IRA Act of 2007

S. 1758  Community Living Assistance Services and Supports Act

S. 2121  Caregiver Assistance and Relief Effort Act of 2007

S. 2268  Long-Term Care Insurance Integrity Act of 2007

S. 2473  Defined Contribution Fee Disclosure Act

S. 2794  The Senior Investor Protection Act of 2008

S. 1693  The Wired for Healthcare Quality Act

Final 403(b) Regulations/Revenue Proceeding 2007-71 - issues related to timing relief, clarification of transition relief, grandfathering, effective date and restrictions on immediate redeemability.

Department of Labor - Regulation on annual reporting obligations 29 CFR 2920-103-1; 72 FR 221 Notice of adoption of revisisions to annual return/report forms.

Department of Labor - Final Revised Form 5500 (2009) - New Fee Reporting Rules - request changes to final rules.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,910000,0,0,2008-07-18T11:03:05-04:00
637521,f66d8c6b-b00f-459e-935d-e9d3a34c84fc,Q2,INTERNATIONAL UNION OF BRICKLAYERS & ALLIED CRAFTWORKERS,20072,INTERNATIONAL UNION OF BRICKLAYERS & ALLIED CRAFTWORKERS,2008,second_quarter,RET,No specific bill but an attempt to make technical corrections to the 2006 Pension Reform bill for multi-employer pension plans.,"HOUSE OF REPRESENTATIVES,SENATE",,39000,0,0,2008-07-18T11:05:43-04:00
637576,419bf5ab-e9dd-42ec-816c-d1a643734ac8,Q2,DAVIS & HARMAN LLP,11674,MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY,2008,second_quarter,RET,"S. 1288, Women's Retirement Security Act.  H.R. 2167/S.1141, Automatic IRA Act of 2007.  Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act, Representative Andrews amendment to H.R. 3185 (4/15/08), H.R. 3765, The Defined Contribution Fee Transparency Act, and S. 2473, Defined Contribution Fee Disclosure Act.  Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, and S. 1974, Pension Protection Technical Corrections Act, and H.R. 6143, Pension Protection Act ERISA Amendments.  H.R. 3868, a bill to delay the Pension Protection Act defined benefit funding rules for one year.  Proposals related to retirement plan leakage.","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2008-07-18T11:08:20-04:00
637580,3db4f496-12a2-4555-9d30-47da9d45296a,Q2,DAVIS & HARMAN LLP,11674,NATIONWIDE INSURANCE COMPANIES,2008,second_quarter,RET,"Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, and S. 1974, Pension Protection Technicals Corrections Act.  Proposals related to hybrid pension plan guidance, including application of the backloading rules.  Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 3765, The Defined Contribution Fee Transparence Act, H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act, and S. 2473, Defined Contribution Fee Disclosure Act.  Proposals related to mandatory universal savings accounts.  Proposals related to 457 state and local government retirement plans, including H.R. 2419, Farm Bill Extension Act.  Proposals related to asset averaging/smoothing rules of The Pension Protection Act of 2006.  S. 1288, Women's Retirement Security Act.  Proposals related to older workers' incentives.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2008-07-18T11:09:22-04:00
637598,5045f7d4-b74f-4842-8953-b09b38049470,Q2,DAVIS & HARMAN LLP,11674,PRINCIPAL LIFE INSURANCE COMPANY,2008,second_quarter,RET,"Proposals related to hybrid pension plan guidance.  Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act, H.R. 3765, The Defined Contribution Fee Transparency Act and S. 2473, Defined Contribution Fee Disclosure Act.  Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, and S. 1974, Pension Protection Technical Corrections Act.  Proposals requiring employers to offer mandatory payroll deduction Individual Retirement Accounts, including  S. 1141/H.R. 2167, Automatic IRA Act of 2007.  H.R. 5160, Small Business Add Value for Employees Act.  Proposals related to retirement plan leakage.","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2008-07-18T11:12:27-04:00
637607,1c4daaee-81fb-48e7-b576-0ac09b118a23,Q2,DAVIS & HARMAN LLP,11674,TIAA,2008,second_quarter,RET,"S.1288, Women's Retirement Security Act.  Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, and S. 1974, Pension Protection Technical Corrections Act.  Proposals related to The Pension Protection Act's qualified optional survivor annuity provision.  Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 3765, The Defined Contribution Fee Transparency Act, H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act, and S. 2473, Defined Contribution Fee Disclosure Act.  Proposals related to reform of the minimum required distribution rules.  Proposals related to retirement plan leakage.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2008-07-18T11:13:35-04:00
637626,3005b253-1f16-4048-8b94-543d6d703a3b,Q2,DAVIS & HARMAN LLP,11674,VANGUARD GROUP,2008,second_quarter,RET,"S. 1141/H.R. 2167, Automatic IRA Act.  Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, and S. 1974, Pension Protection Technical Corrections Act.  Proposals related to reform of the minimum required distribution rules.  Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 3765, The Defined Contribution Fee Disclosure Act, H.R. 3185, 401(k) Fair Disclosure Retirement Security Act, and S. 2473, Defined Contribution Fee Disclosure Act.  S. 1288, Women's Retirement Security Act.  Proposals related to universal savings accounts.  Proposals related to retirement plan leakage.  Proposals related to commodities speculation as they affect retirement plans.","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2008-07-18T11:15:44-04:00
637641,336e8b31-c508-44c3-b1fa-ac470411546f,Q2,DAVIS & HARMAN LLP,11674,VARIABLE ANNUITY LIFE INSURANCE CO (VALIC),2008,second_quarter,RET,"S. 1288, Women's Retirement Security Act.  Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, and S. 1974, The Pension Protection Technical Corrections Act.  Proposals related to annuitization, including H.R. 4150, Lifetime Pension Annuity for You Act.  Proposals related to reform of the minimum required distribution rules. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 3765, The Defined Contribution Fee Transparencies Act, H.R. 3185, 401(k) Fair Disclosure for Retirement Security, and S. 2473, Defined Contribution Fee Disclosure Act.  Proposals related to mandatory universal savings accounts.  Proposals related to retirement plan leakage.","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2008-07-18T11:17:51-04:00
637661,6a3cf07c-0a9d-4f4c-9618-887652cff107,Q2,DAVIS & HARMAN LLP,11674,WILLIS NORTH AMERICA INC,2008,second_quarter,RET,"Proposals related to cash balance and other hybrid pension plans, including application of the backloading rules and other issues.  Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361, H.R. 6382 and S. 1974, Pension Protection Technical Corrections Act.","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2008-07-18T11:19:57-04:00
637665,ad729265-cd7d-4c7b-9eec-ef5ee30d7816,Q2,DAVIS & HARMAN LLP,11674,GENWORTH FINANCIAL INC,2008,second_quarter,RET,"S. 1010/H.R. 2205, Retirement Security for Life Act.  S. 1288, Women's Retirement Security Act.  Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, and S. 1974, Pension Protection Technical Corrections Act.  Proposals related to annuitization, including H.R. 4150, Lifetime Pension Annuity for You Act.  Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 3765, The Defined Contribution Fee Transparency Act, H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act, and S. 2473, Defined Contribution Fee Disclosure Act.","HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2008-07-18T11:20:59-04:00
638049,ad9ced45-ed28-4f2d-9f98-1d25e9ce7954,Q2,FLUOR CORPORATION,15018,FLUOR CORPORATION,2008,second_quarter,RET,"Monitor issues with respect to pensions (H.R.3361/S.1974 -- Pension Protection Act Technical Corrections)
Monitor issues with respect to 401(k) fee disclosure (H.R. 3185)","Army, Dept of (Corps of Engineers),Army, Dept of (Other),Commerce, Dept of (DOC),Defense, Dept of (DOD),Defense Nuclear Facilities Safety Board,Energy, Dept of,Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),Intl Trade Administration (ITA),SENATE,State, Dept of (DOS),U.S. Trade Representative (USTR)",,415195,0,0,2008-07-18T11:53:53-04:00
638140,7ed05d59-c578-4afe-a0ea-895ce36582b9,Q2,THE INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS,19478,THE INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS,2008,second_quarter,RET,Savings Coalition Testimony on the Role of IRAs; HR 5160 Small Business Add Value for Employees (SAVE) Act; HR 2167/S 1141 - Automatic IRA Act; S 2933 Incentives for Older Workers Act (Phased Retirement),"Education, Dept of,HOUSE OF REPRESENTATIVES,Natl Science Foundation (NSF),SENATE",,48128,0,0,2008-07-18T12:03:21-04:00
638189,59159e1a-4756-423f-b190-2c89e4f62452,Q2,"TIMMONS AND COMPANY, INC.",38164,VANGUARD GROUP INC,2008,second_quarter,RET,"S. 1141 - Automatic IRA Act of 2007
H.R. 2167 - Automatic IRA Act of 2007
H.R. 3765 - Defined Contribution Plan Fee Transparency Act
H.R. 3185 - Fair Disclosure for Retirement Security Act S. 2473 - Defined Contribution Fee Disclosure Act","HOUSE OF REPRESENTATIVES,SENATE",100000,,0,0,2008-07-18T12:06:03-04:00
638217,ceb93d53-8406-4c40-be57-4dff63d1a59b,Q2,BGR GOVERNMENT AFFAIRS,5357,MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (MASSMUTUAL FINANCIAL GROUP),2008,second_quarter,RET,"H.R. 5160, Small Business Add Value for Employees Act of 2008; H.R. 6143, The Pension Protection Act - ERISA Amendments of 2008; H.R. Pension Protection Technical Corrections Act of 2008;","HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",30000,,0,0,2008-07-18T12:07:13-04:00
638256,c4070b6b-a642-491d-8936-6f80fcb8cc0f,Q2,AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES,3390,AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES,2008,second_quarter,RET,Monitored discussions of comprehensive reform that could potentially impact deferred compensation plans and other benefits offered to association staff executives.,"Federal Trade Commission (FTC),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),SENATE,U.S. Postal Service (USPS)",,170000,0,0,2008-07-18T12:12:33-04:00
638704,2231b1d6-5b6b-45f3-8ceb-b8a5513fa277,Q2,NATIONAL LEAGUE OF POSTMASTERS,69297,NATIONAL LEAGUE OF POSTMASTERS,2008,second_quarter,RET,Federal Retirement and Benefit Issues,"HOUSE OF REPRESENTATIVES,Postal Regulatory Commission,SENATE,U.S. Postal Service (USPS)",,20000,0,0,2008-07-18T13:21:58-04:00
638769,c6a62934-1f22-4520-a98d-184d118eb446,Q2,TREA SENIOR CITIZENS LEAGUE,38426,TREA SENIOR CITIZENS LEAGUE,2008,second_quarter,RET,"Social Security Notch Reform:  H.R. 368, H.R. 287, H.R. 288, Anti-Totalization:  H.Res. 22, H.R. 190, H.R. 709, H.Res 18, H.R. 332, Consumer Price Index for the Elderly (CPI-E):  H.R. 2032, H.R. 1953, Alzheimers Funding:  H.R. 1550, Social Security Protection:  H.R. 82, H.R. 138, H.R. 136, H.R. 1353, H.R. 735",HOUSE OF REPRESENTATIVES,,50000,0,0,2008-07-18T13:29:29-04:00
638810,83f5dfe7-5fde-48e0-9847-17a4e3cb8202,Q2,RICH FEUER ANDERSON,84775,BARCLAYS GLOBAL INVESTORS,2008,second_quarter,RET,"Disclosure to retirement plan sponsors and participants of administrative fees and expenses, including HR 3185, the ""401(k) Fair Disclosure for Retirement Security Act;"" HR 3765, the ""Defined Contribution Plan Fee Transparency Act of 2007;"" and S 2473, the ""Defined Contribution Fee Disclosure Act of 2007.""","HOUSE OF REPRESENTATIVES,SENATE",45000,,0,0,2008-07-18T13:35:35-04:00
638841,64e133fd-9e7b-4c9f-89ad-ae16ea458e92,Q2,THE TIMKEN COMPANY,38153,TIMKEN COMPANY,2008,second_quarter,RET,Defined Contribution Plans - 401(k),"HOUSE OF REPRESENTATIVES,SENATE",,110000,0,0,2008-07-18T13:37:49-04:00
639005,789c7540-9dd4-482f-b6ef-b0046d9051c2,Q2,NATIONAL BEER WHOLESALERS ASSOCIATION,27274,NATIONAL BEER WHOLESALERS ASSOCIATION,2008,second_quarter,RET,Multi-Employer Pension Plan Reform,"HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",,229236,0,0,2008-07-18T13:54:24-04:00
639209,2bf7eeae-e12f-4185-b675-dbc6937175b5,Q2,"DC LEGISLATIVE AND REGULATORY SERVICES, INC.",11526,SMALL BUSINESS COUNCIL OF AMERICA,2008,second_quarter,RET,Estate Tax; urging Congress to address extension of Estate Tax beyond 2010 in time for effective retirement planning.,"HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2008-07-18T14:10:39-04:00
639470,1c71fae6-8459-4486-a123-1ded53d72f12,Q2,VANGUARD GROUP,291058,VANGUARD GROUP,2008,second_quarter,RET,"H.R. 3185 - 401(k) Fair Disclosure for Retirement Security Act
H.R. 3765 - Defined Contribution Fee Disclosure Act
S. 2473 - Defined Contribution Fee Disclosure Act
S. 1141/H.R. 2167 - Automatic IRA Act S. 1974/H.R. 3361 - Pension Protection Technical Corrections Act","HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",,310000,0,0,2008-07-18T14:25:49-04:00
639539,e3adaa07-88d4-435f-9e9d-ae381f63508f,Q2,"AMERIPRISE FINANCIAL, INC.",302313,"AMERIPRISE FINANCIAL, INC.",2008,second_quarter,RET,"H.R. 2167 - Automatic IRA Act of 2007; entire bill
H.R. 2205 - Retirement Security for Life Act of 2007; entire bill 
H.R. 3185 - Fair Disclosure for Retirement Security Act of 2007; entire bill H.R. 3361  Pension Protection Technical Corrections Act of 2007; entire bill
H.R. 3765 - Defined Contribution Plan Fee Transparency Act of 2007; entire bill 
H.R. 4150 - Lifetime Pension Annuity for You Act of 2007; entire bill 
H.R. 5160  The Small Businesses Add Value for Employees Act (SAVE); entire bill
H.R.5543 - Women's Retirement Security Act of 2008; provisions relating to IRAs, DC, and required minimum distribution       
H.R.6143 - Pension Protection Act ERISA Amendments of 2008; entire bill    
H.R. 6382 - Pension Protection Technical Corrections Act of 2008; entire bill   
S. 708  Health Care and Training for Older Workers; provisions relating to employer benefit programs
S. 709  Older Worker Opportunity Act of 2007; provisions relating to retirement savings
S. 819  Public Good IRA Rollover Act of 2007; entire bill
S. 1010 - Retirement Security for Life Act of 2007; entire bill 
S. 1141 - Automatic IRA Act of 2007; entire bill 
S. 1288 - Womens Retirement Security Act of 2007; provisions relating to IRAs, DC, and required minimum distribution 
S. 1725  Restoring Pension Promises to Workers Act of 2007; entire bill
S. 1809  Long Term Care Act; entire bill   
S. 1974  Pension Protection Technical Corrections Act of 2007; entire bill
S. 2473  Defined Contribution Fee Disclosure Act; entire bill 
S. 2794 - Senior Investor Protection Act of 2008; entire bill","HOUSE OF REPRESENTATIVES,SENATE",,210000,0,0,2008-07-18T14:30:06-04:00
639665,165f357e-2134-4494-92c8-3d373d177100,Q2,AMERICAN INVESTMENT COUNCIL F/K/A PEGCC,316536,AMERICAN INVESTMENT COUNCIL F/K/A PEGCC,2008,second_quarter,RET,"HR 2834 - provisions related to tax treatment of carried interest for certain partnerships
S 1624 - provisions related to tax treatment of private equity funds that become publicly-traded partnerships
HR 6275 - Alternative Minimum Tax Relief Act of 2008; all provisions","HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of,White House Office",,950000,0,0,2008-07-18T14:39:57-04:00
639743,5efec1a0-895d-4bd4-82ce-8897f72101e7,Q2,NOSSAMAN LLP,29846,OILED FISHERMEN OF ALASKA FOR S 552 C/O UNITED COOK INLET DRIFT ASSOCIATION,2008,second_quarter,RET,S.552 and H.R. 1334 relating to the tax treatment of Exxon Valdez damage awards.,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2008-07-18T14:47:31-04:00
639749,6235a38d-e4b3-4c31-b4ae-ec39f5143796,Q2,INVESTMENT COMPANY INSTITUTE,20128,INVESTMENT COMPANY INSTITUTE,2008,second_quarter,RET,"H.R. 2167 Automatic IRA Act of 2007
S. 1141 Automatic IRA Act of 2007
H.R. 5160 Small Businesses Add Value for Employees (SAVE) Act of 2008 (auto IRA) H.R. 3361 Pension Protection Technical Corrections Act of 2007 (PPA)
S. 1974 Pension Protection Technical Corrections Act of 2007 (PPA)
H.R. 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 (401(k) disclosure)
H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007 (401(k) disclosure)
S. 2473 Defined Contribution Fee Disclosure Act of 2007 (401(k) disclosure)","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",,1409600,0,0,2008-07-18T14:47:57-04:00
639915,878dca9d-5249-4271-9024-1c6aadb72898,Q2,"PRUDENTIAL FINANCIAL, INC.",32338,PRUDENTIAL FINANCIAL INC,2008,second_quarter,RET,"H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act of 2007, All provisions
H.R. 3765, Defined Contribution Plan Fee Transparency Act of 2007, All provisions
H.R. 2167, Automatic IRA Act of 2007 , All provisions
H.R. 2205, Retirement Security for Life Act, All provisions H.R. 6143, Pension Protection Act ERISA Amendments of 2008, All provisions
H.R. 3088, Long Term Care Act of 2007, All provisions
H.R. 3363, Long-Term Care Affordability and Security Act of 2007, All provisions
H.R. 6357, Protecting Records, Optimizing Treatment, and Easing Communication through Healthcare Technology Act of 2008, All provisions
H.R.6382, Pension Technical Corrections, All provisions
H.R. 4150, Lifetime Pension Annuity for You Act of 2007, All provisions
H.R. 3361, Pension Protection Technical Correction Act of 2007, Provisions related to guaranteed lifetime income
S. 1010 , Retirement Security for Life Act of 2007, All provisions
S. 1141, Automatic IRA Act of 2007, All provisions
S. 1725, Restoring Pension Promises to Workers Act, All provisions
S. 1974, Pension Protection Technical Correction Act of 2007, All provisions
S. 2473, Defined Contribution Fee Disclosure Act of 2007, All provisions
[No Bill Number], Annuity Default Distribution Fiduciary Protection, ERISA protection for 401(k) plans with annuity options
[No Bill Number], Issues relating to frozen pension plans
[No Bill Number], QDIA Guidance and Clarifications, All provisions.  Comments to Department of Labor's proposed rule changes","Commerce, Dept of (DOC),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",,1430000,0,0,2008-07-18T15:00:44-04:00
639964,53399908-e98c-47fe-a6cf-74b1bf22e918,Q2,"UNITED STEEL, PAPER & FORESTRY, RUBBER, MANUFACTURING, ENERGY",39256,UNITED STEEL PAPER & FORESTRY RUBBER MANUFACTURING ENERGY,2008,second_quarter,RET,"HR 3185, 401(k) Fair Disclosure for Retirement Security Act of 2007","HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE",,140000,0,0,2008-07-18T15:04:49-04:00
640023,0954aa4a-f4fa-44e7-968b-691428d8d090,Q2,NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION,27081,NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION,2008,second_quarter,RET,"S. 1254 and H.R. 2988, To amend title II of the Social Security Act to provide that the reductions in social security benefits which are required in the case of spouses and surviving spouses who are also receiving certain government pensions shall be equal to the amount by which two-thirds of the total amount of the combined monthly benefit (before reduction) and monthly pension exceeds $1,200, adjusted for inflation. S. 206 and HR 82, To amend title II of the Social Security Act to repeal the Government pension offset and windfall elimination provisions. 
H.R. 726, To amend title II of the Social Security Act to restrict the application of the windfall elimination provision to individuals whose combined monthly income from benefits under such title and other monthly periodic payments exceeds a minimum COLA-adjusted amount of $2,500 and to provide for a graduated implementation of such provision on amounts above such minimum amount. 
H.R. 2780, To amend section 8339(p) of title 5, United States Code, to clarify the method for computing certain annuities under the Civil Service Retirement System which are based on part-time service, and for other purposes. 
S. 2003, To facilitate the part-time reemployment of annuitants, and for other purposes. 
H.R. 3579, To amend title 5, United States Code, to facilitate the temporary reemployment of Federal annuitants, and for other purposes. 
H.R. 4777, To amend chapters 83 and 84 of title 5, United States Code, to provide for the indexation of deferred annuities; to provide that a survivor annuity be provided to the widow or widower of a former employee who dies after separating from Government service with title to a deferred annuity under the Civil Service Retirement System but before establishing a valid claim therefor, and for other purposes.","HOUSE OF REPRESENTATIVES,Office of Personnel Management (OPM),SENATE",,40000,0,0,2008-07-18T15:08:09-04:00
640444,a33f33e9-9320-4b79-b794-c91b47e15ae4,Q2,ARENTFOX SCHIFF LLP,4208,PUBLIC DEFENDER SERVICE FOR THE DISTRICT OF COLUMBIA,2008,second_quarter,RET,"H.R. 5600 (District of Columbia Court, Offender Supervision, Parole, and Public Defender Employees Equity Act of 2008), Public Defender Service retirement system",HOUSE OF REPRESENTATIVES,,,0,0,2008-07-18T15:34:01-04:00
640509,8b862f13-0d89-41f1-99b9-85d676c3dded,Q2,"UNITED AIRLINES, INC",39030,UNITED AIRLINES INC,2008,second_quarter,RET,"H.R.3361 - To make technical corrections related to the Pension Protection Act of 2006.
H.R.6143 - To make technical corrections to the Pension Protection Act of 2006 relating to the Employee Retirement Income Security Act of 1974, and for other purposes.","HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT)",,720000,0,0,2008-07-18T15:38:45-04:00
640553,3f317323-ab65-46ae-94e1-f059e4bd9010,2A,ROBERT WAGER,317457,PRUDENTIAL FINANCIAL,2008,second_quarter,RET,Automatic IRA,,10000,,0,0,2008-07-18T15:40:58-04:00
640848,06254a7e-6318-40cf-863e-baaf0f19d9fc,Q2,MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY,23986,MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY,2008,second_quarter,RET,"See Addendum S. 1010, Retirement Security for Life Act of 2007.  

S. 1141, Automatic IRA Act of 2007. 

S. 1288, Womens Retirement Security Act of 2007. 

S. 1725, ""Restoring Pension Promises to Workers Act"".

S. 1974, ""Pension Protection Technical Corrections Act of 2007"".

S. 2473, ""Defined Contribution Fee Disclosure Act of 2007"". 

H.R. 2167, Automatic IRA Act of 2007 (H.R. 2167, S. 1141). 

H.R. 2205, Retirement Security for Life Act of 2007. 

H.R. 2683, ""Pension Security Act of 2007"".

H.R. 3185, ""401(k) Fair Disclosure for Retirement Security Act  of 2007"".

Rep Andrews Amendement to H.R. 3185, ""The Fair Disclosure for Retirement Security Act"" (4/15/08). 

H.R. 3361, ""Pension Protection Technical Corrections Act of 2007"".

H.R. 3765, ""The Defined Contribution Fee Transparency Act of 2007"".

H.R. 3868, Bill to delay the PPA defined benefit funding rules for one year.

H.R. 5160, ""Small Business Add Vaue for Employees Act of 2008"".

H.R. 6143, ""The Pension Protection Act ERISA Amendments of 2008"".

H.R. 6382, ""Pension Protection Technical Corrections Act of 2008"".

DOL Final Regulations and Revisions to the 2007 Form 5500 Annual Return/Report, 72 F.R. 64710-64730 (11/16/07).

DOL Proposed Rule, Reasonable Contracts or Arrangements under Section 408(b)(2) - Fee Disclosure, 72 F.R. 70988-71005 (12/13/07).

DOL Interim Rule and Proposed Regulation (Section 2550.404-4) on Safest Available Annuity  F.R. Doc E7-17743, E7-17744 (9/11/07).

Request to the Treasury Department and IRS on the application of the backloading accrual rules to hybrid pension plan conversions.

IRS Revenue Ruling 2008-07, ""Guidance on Backloading Rules"".","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,620000,0,0,2008-07-18T15:59:38-04:00
641019,5491c634-aeda-4b97-8026-e7476bfa4f64,Q2,"VAN HEUVELEN STRATEGIES, LLC",321874,GENWORTH FINANCIAL INC,2008,second_quarter,RET,"Long term health care, tax reform, taxation of life insurance companies","HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2008-07-18T16:13:24-04:00
641132,4737f1a3-50bc-4f7a-aad0-abc0bc97f9ae,Q2,"VAN HEUVELEN STRATEGIES, LLC",321874,AMERICAN HEALTH CARE ASSOCIATION,2008,second_quarter,RET,"Tracking of federal Medicare legislation (e.g., S.2641 - Nursing Home Transparency and Improvement Act of 2008, H.R. 6331/S. 3101 - Medicare Improvements for Patients and Providers Act).","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2008-07-18T16:20:01-04:00