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
780816,2aec5135-45ee-4077-aeea-0e6c463398cd,2T,"LUSSIER, GREGOR, VIENNA & ASSOCIATES",40065,NATIONAL COUNCIL ON TEACHER RETIREMENT,2009,second_quarter,RET,Support for national retirement security policy that embraces the defined benefit pension model and issues related to the administration of public sector defined benefit plans.,"HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),SENATE,Treasury, Dept of",10000,,0,1,2009-06-10T12:55:04-04:00
780876,4c2550bb-5401-43a1-8b60-39426da57815,2T,DAVIS & HARMAN LLP,11674,GENERAL MOTORS CORP,2009,second_quarter,RET,Proposals relating to defined benefit plan funding.,"HOUSE OF REPRESENTATIVES,SENATE",10000,,0,1,2009-06-12T11:28:14-04:00
781435,bab213fa-fe40-4d8a-afc3-d9bd68877dc0,Q2,THE SUSQUEHANNA GROUP,71597,NATIONAL ASSOCIATION OF RSVP PROGRAM DIRECTORS,2009,second_quarter,RET,"Reauthorization of the National and Community Service Trust Act
S.3480 Encore Service Act
Serve America Act
FY 2010 Labor-HHS-Appropriations","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2009-06-29T10:28:23-04:00
781483,6b430242-bc3a-45b9-9270-300e52094e09,2T,"PROCESS HANDLER ET AL. FOR HIRE, INC.",81830,MR BEVERLY DWAYNE WALKER,2009,second_quarter,RET,"Several postage-paid postcards addressed to several various U.S. federal executive officials and agencies, several financial houses and the Bristol-Myers Squibb Company and dated June 10, 2009, regarding various unfinished, outstanding matters and concerns. Several postage-paid postcards addressed to all the Members, inclusive, officers, inclusive, operatives, inclusive, et al., inclusive, of the National Security Council of the United States of America et al., inclusive, all the Members, inclusive, officers, inclusive, operatives, inclusive, et al., inclusive, of the United Nations et al., inclusive, via whomever is the current President of the United Nations Security Council et al., inclusive, Deutsche Bank AG, UBS AG and the Bristol-Myers Squibb Company and dated June 10, 2009, regarding various unfinished, outstanding matters and concerns.","Central Intelligence Agency (CIA),Defense, Dept of (DOD),Defense Intelligence Agency (DIA),Director of National Intelligence (ODNI),Executive Office of the President (EOP),Federal Bureau of Investigation (FBI),Housing & Urban Development, Dept of (HUD),Joint Chiefs of Staff,Natl Economic Council (NEC),Natl Security Agency (NSA),Natl Security Council (NSC),Office of Policy Development,President of the U.S.,Securities & Exchange Commission (SEC),State, Dept of (DOS),Vice President of the U.S.,White House Office",,,0,1,2009-06-29T18:34:17-04:00
781716,39ce8c49-bf48-42df-a769-8ea0ff9ae8da,Q2,ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG),57475,CITIGROUP MANAGEMENT CORP (FORMERLY KNOWN AS CITIGROUP),2009,second_quarter,RET,Pension reform; retirement savings,"Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",60000,,0,0,2009-07-01T11:23:22-04:00
781741,e76ec9db-f3aa-4770-a6b8-2d11b01608e0,Q2,ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG),57475,PRUDENTIAL INSURANCE COMPANY OF AMERICA,2009,second_quarter,RET,"Miscellaneous pension, retirement and savings issues","HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",48000,,0,0,2009-07-01T11:48:45-04:00
781746,e0031294-8187-4686-b7b2-5473b4306f12,Q2,ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG),57475,SECURITIES INDUSTRY & FINANCIAL MARKETS ASSN.,2009,second_quarter,RET,Misc. pension and retirement security issues,"Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",52500,,0,0,2009-07-01T11:56:52-04:00
781769,f6f1fd0b-bfbb-4b36-ba42-37f96cfab1be,Q2,FLEET RESERVE ASSOCIATION,14781,FLEET RESERVE ASSOCIATION,2009,second_quarter,RET,Military Retired Pay Fairness S. 1008; Concurrent receipt Improvement HR 811; Concurrent Receipt HR 303; Comprehensive Concurrent Receipt HR 333; Final Months Pay HR 613; National Defense Authorization Act S. 1033/HR 2647;,"Defense, Dept of (DOD),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,SENATE,Veterans Affairs, Dept of (VA),White House Office",,140000,0,0,2009-07-01T13:20:06-04:00
782011,41350a99-6a14-404a-951d-5d13693fdd2f,Q2,FINANCIAL EXECUTIVES INTERNATIONAL,14520,FINANCIAL EXECUTIVES INTERNATIONAL,2009,second_quarter,RET,"Defined Benefit & Defined Contribution Plans, Pension Harmonization","Defense, Dept of (DOD),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Office of Management & Budget (OMB),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,70000,0,0,2009-07-02T13:03:01-04:00
782167,412b4761-6e5b-4e2f-a75b-b6004c76074a,Q2,CAMPBELL SOUP COMPANY,78857,CAMPBELL SOUP COMPANY,2009,second_quarter,RET,Pension reform (no bill introduction yet).,"Agriculture, Dept of (USDA),HOUSE OF REPRESENTATIVES,SENATE,U.S. Trade Representative (USTR)",,30000,0,0,2009-07-02T16:43:10-04:00
782290,f252eed1-fe88-4f17-860b-52f72424a4e6,Q2,NELSON MULLINS RILEY & SCARBOROUGH,285871,CROWE PARADIS,2009,second_quarter,RET,"Issues related to Social Security, Medicare and benefits programs.","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2009-07-06T10:05:01-04:00
782432,244fab4b-0004-4a3c-83e7-7166712cc9b9,Q2,THE ESOP ASSOCIATION,13858,ESOP ASSOCIATION,2009,second_quarter,RET,"Proposed legislation in relationship to ESOPs, employee ownership and employee ownership issues and generally all legislative proposals to amend the Employee Retirement Security Act of 1974.  Above areas include tax and labor law issues embedded in the Employee Retirement Security Act of 1974 and the Internal Revenue Code.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",,46145,0,0,2009-07-06T11:53:38-04:00
782787,3aa9ce86-8848-45ef-bca6-b9f47af85d9c,Q2,ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG),57475,FORD MOTOR COMPANY,2009,second_quarter,RET,Pension reform,"HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",45000,,0,0,2009-07-07T11:22:59-04:00
782891,61a2c170-8882-46f1-ae70-5ec9a289295f,Q2,"PHOENIX STRATEGIES, INC.",400384784,MANUFACTURING WOODWORKERS ASSOCIATION OF GREATER NEW YORK,2009,second_quarter,RET,Multi Employer Pension Plan Amendment Act,HOUSE OF REPRESENTATIVES,100000,,0,0,2009-07-07T13:18:44-04:00
783171,a112f804-0482-46f0-afa4-7ff7a6a7edc7,Q2,EDWIN PIERSON,40048376,CIVIC COUNCIL,2009,second_quarter,RET,"Death tax, COLA, immigration, totalization",HOUSE OF REPRESENTATIVES,,,0,0,2009-07-08T07:18:00-04:00
783208,b28cf7c8-f0ad-45ae-a555-46d6cb15443c,Q2,ASSOCIATION FOR FINANCIAL PROFESSIONALS,38437,ASSOCIATION FOR FINANCIAL PROFESSIONALS,2009,second_quarter,RET,"Plan funding, retirement plan investments, disclosure and fiduciary issues, prohibited transactions, corporate governance, defined contribution issues, defined contribution advice, defined benefit plan temporary funding relief","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",,6250,0,0,2009-07-08T10:47:04-04:00
783831,b32b3b74-d610-4e1b-b442-206cd2f92a01,Q2,ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG),57475,AK STEEL HOLDING CORPORATION,2009,second_quarter,RET,Misc. retirement and pension issues,"Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",60000,,0,0,2009-07-09T10:14:14-04:00
783900,8017e172-94e2-4e9a-80d5-dfc9364b2d56,Q2,RAFFANIELLO & ASSOCIATES,400290378,AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS,2009,second_quarter,RET,Pension funding requirements HR 2989,"HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",30000,,0,0,2009-07-09T11:14:39-04:00
783907,e555eae3-ab47-495b-bb40-633dd9f9558f,Q2,RAFFANIELLO & ASSOCIATES,400290378,INVESTMENT COMPANY INSTITUTE,2009,second_quarter,RET,Disclosure requirements related to 401(k) plans - HR 2989,,40000,,0,0,2009-07-09T11:19:45-04:00
784242,5afd817a-5e9f-4554-a924-58f32479acf3,Q2,PALMETTO GROUP,18570,RETIREMENT SECURITY GROUP,2009,second_quarter,RET,multi-employer pension plan funding relief,"HOUSE OF REPRESENTATIVES,SENATE",72800,,0,0,2009-07-09T14:42:02-04:00
784270,de457ad4-1e91-42b8-9e2a-11be5e15976f,Q2,PALMETTO GROUP,18570,AIR LINE PILOTS ASSOCIATION INTERNATIONAL,2009,second_quarter,RET,"Legislation 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. 
H.R. 2200, Department of Homeland Security Reauthorization, Title II, Aviation Security, including Sec. 205 (Federal Flight Deck Officer Program Enhancements) and Sec. 211 (Security and Self-Defense Training).","HOUSE OF REPRESENTATIVES,SENATE",45000,,0,0,2009-07-09T15:09:21-04:00
784400,a6300633-e6ce-49ec-9891-d276eafe2f63,Q2,THE TIMKEN COMPANY,38153,TIMKEN COMPANY,2009,second_quarter,RET,"The Savings Recovery Act
Defined Benefit Plans
Defined Contribution Plans - 401(k)","HOUSE OF REPRESENTATIVES,SENATE",,118700,0,0,2009-07-09T16:15:11-04:00
784715,f7a4bdaf-2d01-40cb-857d-201b1c874172,Q2,SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN,35068,SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN,2009,second_quarter,RET,Savings Recovery Act  HR 2021,"HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2009-07-10T10:47:54-04:00
784735,98d43ea7-d4cf-4b9c-b5da-235afebe3864,Q2,TRANSPORTATION COMMUNICATIONS NATIONAL UNION/IAM (FKA TRANSPORTATION COMMUNICATI,38368,TRANSPORTATION COMMUNICATIONS NATIONAL UNION/IAM (FKA TRANSPORTATION COMMUNICATI,2009,second_quarter,RET,"AMTRAKBudget And Appropriation For FY 2010:  On March 11, 2009, President Obama signed HR 1105 which was the Fiscal 2009 Omnibus Appropriations Bill.  This bill concluded the appropriations from the 110th Congress that were not completed before the end of 2008.  As a result of this bill Amtrak received a total of $1.453 billion for fiscal year 2009.  In addition Amtrak received $114 million for the last installment of the Amtrak workers backpay.  Congress must now turn to the FY 2010 budget. HR 1058Seniors Financial Security Act of 2009:  Amends the Internal Revenue Code to repeal the inclusion in gross income for income tax purposes of social security and tier 1 railroad retirement benefits.  HR 107SMART Act of 2009:  To reform Social Security retirement and Medicare by establishing a Personal Social Security Savings Program to create a safer, healthier, more secure, and more prosperous retirement for all Americans and to reduce the burden on young Americans.  HR 162Senior Citizens Tax Elimination Act: To amend the Internal Revenue Code of 1986 to repeal the inclusion in gross income of Social Security benefits.  HR 746Safeguarding America's Seniors and Veterans Act of 2009 - Directs the Secretary of the Treasury to make a one-time payment of $500 to each eligible individual age 18 or over who, during the three-month period immediately preceding enactment of this Act, was entitled to Social Security benefits, railroad retirement benefits, or veterans disability benefits.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Railroad Retirement Board,SENATE,Surface Transportation Board (STB),Transportation, Dept of (DOT)",,137000,0,0,2009-07-10T11:00:59-04:00
785010,9409ca95-6a61-45a4-a961-05178e15eedc,Q2,"INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO",50400,INTERNATIONAL UNION OF POLICE ASSOCIATIONS AFL-CIO,2009,second_quarter,RET,"HR 1413, HR 235, S 484, S 490","HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE",,20000,0,0,2009-07-10T14:48:05-04:00
785316,c945f1c8-dfeb-4f45-93e8-d042e52a8ee9,Q2,AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES,3481,AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES,2009,second_quarter,RET,"H.R. 1984: The 401(k) Fair Disclosure for Retirement Security Act of 2009
H.R. 1988: Conflicted Investment Advice Prohibition Act of 2009
H.R. 2779: Defined Contribution Plan Fee Transparency Act of 2009
H.R. 2989: 401(k) Fair Disclosure and Pension Security Act of 2009 S. 401 Defined Contribution Fee Disclosure Act of 2009
H.R. 1961: Savings for American Families' Act of 2009","HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,136000,0,0,2009-07-10T17:54:17-04:00
785740,455c60a1-f458-4f35-8df4-895713411326,Q2,"THE CJR GROUP, INC.",288293,AVIENT CORPORATION FORMERLY REPORTED AS POLYONE CORPORATION,2009,second_quarter,RET,Pension Issues,"HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2009-07-12T19:40:24-04:00
785802,011bd28b-b06a-4e92-be8a-419153673171,Q2,HOLLAND & KNIGHT LLP,18466,HARTFORD,2009,second_quarter,RET,Legislative representation and strategic counsel regarding insurance issues; retirement security incentives.,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2009-07-13T08:45:25-04:00
785982,8b742d1c-06ed-49d6-8798-4ddcefdd961d,Q2,AMERICAN COUNCIL OF LIFE INSURERS,2115,AMERICAN COUNCIL OF LIFE INSURERS,2009,second_quarter,RET,"S. 1297  Retirement Security for Life Act.  Issue: Tax Incentive for Non Qualified Annuities.
H.R. 2748  Retirement Security Needs Lifetime Pay Act of 2009.  Issue: Tax Incentive for Annuities.
H.R. 1988  Conflicted Investment Advice Prohibition Act of 2009. Issue: Investment Advice. H.R.1984 - 401(k) Fair Disclosure for Retirement Security Act of 2009.   Issue: Retirement plan fee disclosure. 

H.R. 2989  401 (K) Fair Disclosure and Pension Security Act of 2009. Issue: Retirement Plan Fee Disclosure.

S. 697/ HR 1721  Community Living Assistance Services and Supports Act. Issue: reform of LTC financing. 

H.R. 897  The Long Term Care and Retirement Security Act of 2009. Issue: LTC in cafeteria and FSA and above the line deductions for LTC premiums. 

S. 434  Empowered at Home Act of 2009.   Issue: Allows above the line tax deduction for LTC premiums. Allows LTC to be offered in cafeteria/ FSA plans.

S. 391  Healthy Americans Act. Issue: private health insurance including LTC.

H.R. 519  The Elder Caregiver Support and Information Enhancement Act of 2009. Issue: LTC additional appropriations for LTC Information clearinghouse.

H.R. 1961 - Savings for American Families Future Act Issue: savers' credit.

S. 401 - Defined Contribution Fee Disclosure Act  Issue: 401(k) fee disclosure.

S. Con Res 13 - 2010 Senate Budget Resolutions  Issue: savers' credit, Auto-IRAs.

H.R. 2021  Savings Recovery Act of 2009.  Issue: Savers credit.

H.R. 2792  Retirement Savings Transparency Act.  Issue: Plan fee disclosure.

H.R. 2733/S. 1389  Fixed Indexed Annuities and Insurance Products Classification Act of 2009. Issue: Clarify exemption for fixed indexed annuities.

S 702/ HR 2096  Long Term Care Affordability and Security Act of 2009.  Issue: allows long term care insurance to be offered in employer sponsored cafeteria plans and FSA. 

S. ______, Affordable Health Choices Act.  Issue: Long Term Care financing with in health reform. (no bill number has been introduced).

S. 1177  Confidence in Long Term Care Insurance Act of 2009.  Issue: Consumer protection for long term care.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",,1995024,0,0,2009-07-13T11:49:31-04:00
786081,002ff055-ff97-49d7-9155-9ee62905a5c1,Q2,"MURDOCH, WALRATH & HOLMES",26205,CALIFORNIA RETIRED TEACHERS ASSOCIATION,2009,second_quarter,RET,"HR 235 - Social Security Issues
S 484 - Social Security Issues","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2009-07-13T12:52:47-04:00
786324,d6c29747-c960-45b2-80bd-d9f56f170fd0,Q2,"BITUMINOUS COAL OPERATORS' ASSOCIATION, INC.",310494,"BITUMINOUS COAL OPERATORS' ASSOCIATION, INC.",2009,second_quarter,RET,Lobbying activity in support of coal mining pension issues.  HR2989,"HOUSE OF REPRESENTATIVES,Mine Safety & Health Administration (MSHA),SENATE",,90960,0,0,2009-07-13T14:23:35-04:00
786664,b6345a4e-4ad8-4daf-b4b9-4d7bece6f320,Q2,"ROCKWELL COLLINS, INC",68296,"ROCKWELL COLLINS, INC",2009,second_quarter,RET,"Ok bill changes to HR 1988
Pension funding relief for defined benefit plans, Support 2 + 7 provision and smoothing in Savings Recovery Act","Air Force, Dept of,Army, Dept of (Other),Defense Advanced Research Projects Agency (DARPA),Defense, Dept of (DOD),Federal Aviation Administration (FAA),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Natl Aeronautics & Space Administration (NASA),Navy, Dept of,Office of Management & Budget (OMB),SENATE,Transportation, Dept of (DOT),Treasury, Dept of",,154087,0,0,2009-07-13T15:55:57-04:00
786676,d320e496-f010-431c-b8bd-5347303fae08,Q2,"ROCKWELL COLLINS, INC",68296,ROCKWELL AUTOMATION,2009,second_quarter,RET,"Plan fee disclosure (no expansion of current reporting procedures) in HR 1988
Pension funding relief for denied benefit plans (expand smoothing corridor % and 2 + 7 provision support) in Savings Recovery Act","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),SENATE,State, Dept of (DOS),Treasury, Dept of",75000,,0,0,2009-07-13T16:01:00-04:00
786692,5f17db0e-af47-4666-a1d2-d1d211ab5210,Q2,"APTIV, PLC",49054,APTIV PLC,2009,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 Motor Carrier Safety Administration,Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Natl Aeronautics & Space Administration (NASA),Pension Benefit Guaranty Corporation (PBGC),SENATE,State, Dept of (DOS),Transportation, Dept of (DOT),Transportation Security Administration (TSA)",,340000,0,0,2009-07-13T16:06:45-04:00
786750,21218ade-0c12-4cd9-adab-1112d69d79a7,Q2,ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG),57475,AMERICAN STAFFING ASSOCIATION,2009,second_quarter,RET,Pension and other benefits,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",15000,,0,0,2009-07-13T16:28:13-04:00
786781,f15208cf-9cd2-4ae0-84ed-d0da1c402f4a,Q2,"TIMMONS AND COMPANY, INC.",38164,AMERICAN COUNCIL OF LIFE INSURERS,2009,second_quarter,RET,"H.R. 2748 - To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments.
S. 1389 - A bill to clarify the exemption for certain annuity contracts and insurance policies from Federal regulation under the Securities Act of 1933. H.R. 1984 - To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. 
H.R. 1988 - To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. 
H.R. 2989 - To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006.
H.R. 2779 - To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. 
S. 697 - A bill to amend the Public Health Service Act to help individuals with functional impairments and their families pay for services and supports that they need to maximize their functionality and independence and have choices about community participation, education, and employment, and for other purposes. 
H.R. 1721 - To amend the Public Health Service Act to help individuals with functional impairments and their families pay for services and supports that they need to maximize their functionality and independence and have choices about community participation, education, and employment, and for other purposes. 
H.R. 2733 - To clarify the exemption for certain annuity contracts and insurance policies from Federal regulation under the Securities Act of 1933.","HOUSE OF REPRESENTATIVES,SENATE",100000,,0,0,2009-07-13T16:41:32-04:00
786793,ec6c48a6-8dd2-4bb8-ae73-edb8299c8ebd,2A,"TIMMONS AND COMPANY, INC.",38164,AMERICAN COUNCIL OF LIFE INSURERS,2009,second_quarter,RET,"H.R. 2748 - To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments.
S. 1389 - A bill to clarify the exemption for certain annuity contracts and insurance policies from Federal regulation under the Securities Act of 1933. H.R. 1984 - To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. 
H.R. 1988 - To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. 
H.R. 2989 - To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006.
H.R. 2779 - To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. 
S. 697 - A bill to amend the Public Health Service Act to help individuals with functional impairments and their families pay for services and supports that they need to maximize their functionality and independence and have choices about community participation, education, and employment, and for other purposes. 
H.R. 1721 - To amend the Public Health Service Act to help individuals with functional impairments and their families pay for services and supports that they need to maximize their functionality and independence and have choices about community participation, education, and employment, and for other purposes. 
H.R. 2733 - To clarify the exemption for certain annuity contracts and insurance policies from Federal regulation under the Securities Act of 1933.","HOUSE OF REPRESENTATIVES,SENATE",100000,,0,0,2009-07-13T16:43:38-04:00
786802,84d5e758-a7d3-4c2f-888e-5cb748585634,Q2,ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG),57475,REYNOLDS AMERICAN INC (FORMERLY KNOWN AS RJ REYNOLDS TOBACCO COMPANY),2009,second_quarter,RET,Pension reform,"Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",45000,,0,0,2009-07-13T16:44:25-04:00
786813,8748f0b6-a1db-4210-81f6-22a11c38142b,Q2,DAVID FUNDERBURK,43491,TREA SENIORCITIZENS LEAGUE,2009,second_quarter,RET,"In support of Social Security Notch Reform:  H.R. 1067 and H.R. 238 and S. 81;
In support of Consumer Price Index for the Elderly (CPI-E):  H.R. 2365 and H.R. 2429;
In support of No Social Security for Unauthorized work (anti-Totalization):  H.R. 160, H.R. 132, H.R. 133, H.Res. 394, and H.R. 2287, and S. 42 and S. 115; In support of Social Security Protection:  H.R. 235, H.R. 137, H.R. 1276, H.R. 219, and S. 86 and S. 484","HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2009-07-13T16:50:44-04:00
786827,78f25265-a0c4-490c-b27b-1db1e107f3f1,Q2,SANDRA WISE,40025210,NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE,2009,second_quarter,RET,"Social Security Private Accounts.  H.R. 107:  provisions establishing Social Security private accounts. Social Security Trust Funds.  H.R. 1276, S. 86, H.R. 219, H.R. 1712:  provisions removing Social Security Trust Fund receipts and disbursements from the federal budget baseline, limiting Trust Fund proceeds to OASDI purposes, and prohibiting the use of Social Security payroll tax monies for private accounts.

Social Security Benefits.  S. 426:  requiring progressive indexing and longevity indexing of Social Security old-age insurance benefits.

Social Security Government Pension Offset (GPO) and Windfall Elimination Provision (WEP).  S. 484, H. R. 235:  repealing both the GPO and WEP; S. 490, H. R. 1221:  repealing the WEP.

Older Workers/Workforce Participation.  S. 502:  promoting the labor force participation of older Americans.

Seniors Cost of Living Adjustment (COLA). H.R. 1371/ H.R. 2429: provisions establishing a consumer price index for elderly consumers to compute cost-of-living increases for Social Security and Medicare benefits; authorizing a Cost of Living Adjustment for Social Security recipients in 2010 (No legislation introduced).","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2009-07-13T17:02:40-04:00
786959,1baec693-6270-4a35-920f-7f0066842f18,Q2,VENABLE LLP,39941,FOOD MARKETING INSTITUTE,2009,second_quarter,RET,Legislation that would affect defined benefit plans.,"HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2009-07-13T17:44:34-04:00
787070,1560cc74-f125-4ae7-a47d-4989c98522fd,Q2,VAN SCOYOC ASSOCIATES,39837,UNITED STATES CAPITOL POLICE LABOR COMMITTEE,2009,second_quarter,RET,Adjusting retirement contribution related issues.,HOUSE OF REPRESENTATIVES,,,0,0,2009-07-13T19:34:46-04:00
787091,7ffdf50f-7042-40a2-b699-04ec9fb16e0d,Q2,VAN SCOYOC ASSOCIATES,39837,UNITED STATES PARK POLICE LABOR COMMITTEE,2009,second_quarter,RET,Adjusting retirement contribution related issues.,HOUSE OF REPRESENTATIVES,,,0,0,2009-07-13T19:45:55-04:00
787214,d15d2f6e-be1c-4993-b54f-6f4b07677cda,Q2,TREA SENIOR CITIZENS LEAGUE,38426,TREA SENIOR CITIZENS LEAGUE,2009,second_quarter,RET,"Social Security Notch Reform: H.R. 1067 and H.R. 238 and S. 81, Consumer Price Index for the Elderly (CPI-E): H.R. 2365 and H.R. 2429, Anti-Totalization/No Social Security for Unauthorized work: H.Res. 394 and H.R. 2287 and H.R. 160 and H.R. 132 and H.R. 133 and S. 42 and S. 115, Social Security Protection: H.R. 235 and H.R. 137 and H.R. 1276 and H.R. 219 and S. 86 and S. 484","HOUSE OF REPRESENTATIVES,SENATE",,44000,0,0,2009-07-14T08:38:06-04:00
787454,3f4eb185-e143-4082-bc81-6034e00de088,Q2,RICH FEUER ANDERSON,84775,BARCLAYS GLOBAL INVESTORS,2009,second_quarter,RET,"Disclosure to retirement plan sponsors and participants of administrative fees and expenses, including HR 1984, the ""401(k) Fair Disclosure for Retirement Security Act of 2009,"" and HR 2989, the ""401(k) Fair Disclosure and Pension Security Act.""  Annuitization of retirement savings.  Regulation of target-date funds.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE",30000,,0,0,2009-07-14T10:51:05-04:00
787479,d53c82c6-9eb8-42b7-b00d-91c5bf2bc7c2,2A,ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG),57475,AMERICAN STAFFING ASSOCIATION,2009,second_quarter,RET,Pension and other benefits,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",20000,,0,0,2009-07-14T10:55:14-04:00
787660,9e4b8131-6852-4b32-9f13-ce25074e3292,Q2,THE GOODYEAR TIRE & RUBBER COMPANY,16555,GOODYEAR TIRE & RUBBER COMPANY,2009,second_quarter,RET,"H.R. 2021, Savings Recovery Act of 2009
 - provisions to make changes related to the Pension Protection Act of 2006, as they affect funding requirements for pensions.
H.R. 2989, 401(k) Fair Disclosure and Pension Security Act of 2009
 - provisions to make changes related to the Pension Protection Act of 2006, as they affect funding requirements for pensions.","HOUSE OF REPRESENTATIVES,SENATE",,460000,0,0,2009-07-14T12:13:18-04:00
787987,23449923-adde-4bdb-83a9-f3c3cf3bda15,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,2009,second_quarter,RET,"401(k) fee disclosure:  Oppose reintroduction of legislation that 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.","HOUSE OF REPRESENTATIVES,Risk Management Agency,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,343560,0,0,2009-07-14T14:44:55-04:00
788146,4780a51f-9541-45f8-bb39-19c0f0740c18,Q2,INTERNATIONAL BROTHERHOOD OF BOILERMAKERS,19811,INTERNATIONAL BROTHERHOOD OF BOILERMAKERS,2009,second_quarter,RET,H.R. 7327; Retiree and Employer Recovery Act of 2008,"HOUSE OF REPRESENTATIVES,SENATE",,130000,0,0,2009-07-14T15:20:18-04:00
788219,51e0cb5b-78d4-4eb8-b904-770bb7623255,Q2,AETNA INC.,352,AETNA INC,2009,second_quarter,RET,HR 1322 Emergency Retire Health Benefits Protection Act of 2009 (retirre health insurance),"Centers For Medicare and Medicaid Services (CMS),Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE",,631846,0,0,2009-07-14T15:38:16-04:00
788265,fe6eb76c-a8e1-4588-86ca-2661f46a52b1,Q2,"NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION, INC.",27742,"NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION, INC.",2009,second_quarter,RET,Multi-employer pension issues,"HOUSE OF REPRESENTATIVES,SENATE",,76914,0,0,2009-07-14T15:55:41-04:00
788539,5e314a1a-9081-49ae-91a7-6e78993dd33b,2T,HANCE SCARBOROUGH,17443,ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS,2009,second_quarter,RET,"HB 1221/S. 490, Public Retirement Protection Act
HR 235/S. 484, Social Security Fairness Act","HOUSE OF REPRESENTATIVES,SENATE",,,0,1,2009-07-14T17:43:18-04:00
788568,54fdffc8-887d-4e69-b33a-2e8b2cd166ca,Q2,"ALFRED W. CORS, JR",285277,RETIRESAFE,2009,second_quarter,RET,"H.R. 1067 - Notch Fairness Act
H.R. 236 - Social Security Protection Act
H.R. 322- repeal of Social Security Earnings Test
H.R. 1519/H.R. 883/ H.R. 1058 -repeal of income taxes on Social Security benefits H.R. 541 - index the Social Security benefit income tax threshold limits for tax purposes to inflation
Support a fair and accurate cost-of-living adjustment annually for Social Security beneficiaries","Agriculture, Dept of (USDA),Centers For Medicare and Medicaid Services (CMS),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE,U.S. Trade Representative (USTR)",14675,,0,0,2009-07-14T18:16:34-04:00
788657,208c7c1a-e26d-4e0e-b328-a3f8e4eafd0c,Q2,"BROWNSTEIN HYATT FARBER SCHRECK, LLP",7257,FMR LLC,2009,second_quarter,RET,"H.R.1984-401(k) Fair Disclosure For Retirement Security Act of 2009
Regulatory reform; net operating loss; carryback;  retirement security","HOUSE OF REPRESENTATIVES,SENATE,White House Office",80000,,0,0,2009-07-14T20:15:34-04:00
788665,8faea855-9037-4723-9598-0417f6ce4629,Q2,ROBERT WAGER,317457,PRUDENTIAL FINANCIAL,2009,second_quarter,RET,Retirement Income Security,,10000,,0,0,2009-07-14T20:38:55-04:00
788912,ba5eff43-4caa-4371-a253-6045f4fc37e3,Q2,NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE,27467,NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE,2009,second_quarter,RET,"Social Security Private Accounts.  H.R. 107:  provisions establishing Social Security private accounts.

Social Security Trust Funds.  H.R. 1276, S. 86, H.R. 219, H.R. 1712:  provisions removing Social Security Trust Fund receipts and disbursements from the federal budget baseline, limiting Trust Fund proceeds to OASDI purposes, and prohibiting the use of Social Security payroll tax monies for private accounts.

Social Security Benefits.  S. 426:  requiring progressive indexing and longevity indexing of Social Security old-age insurance benefits.

Social Security Government Pension Offset (GPO) and Windfall Elimination Provision (WEP).  S. 484, H. R. 235:  repealing both the GPO and WEP; S. 490, H. R. 1221:  repealing the WEP.

Older Workers/Workforce Participation.  S. 502:  promoting the labor force participation of older Americans.

Pension Distribution.  H.R.424, H.R. 939:  provisions relating to the suspension of minimum distribution rules for tax-deferred retirement plans.

Public Pension Modifications.  H.R. 1804:  provisions safeguarding spousal benefits with respect to Civil Service Retirement System (CSRS) pensions, the Thrift Savings Plan (TSP) and the Federal Employees Retirement System (FERS).

Seniors Cost of Living Adjustment (COLA). H.R. 1371/ H.R. 2429: provisions establishing a consumer price index for elderly consumers to compute cost-of-living increases for Social Security and Medicare benefits; authorizing a Cost of Living Adjustment for Social Security recipients in 2010 (No legislation introduced).

Womens Pension Improvements and Protections (No bill number): provisions to improve working womens pension plan participation and pension account accumulation, and safeguard spousal rights pertaining to pensions at divorce.","HOUSE OF REPRESENTATIVES,SENATE,White House Office",,300000,0,0,2009-07-15T09:26:23-04:00
788930,6655d827-143f-4339-a13a-45fbe11f757b,Q2,PNM RESOURCES,304190,PNM RESOURCES,2009,second_quarter,RET,"HR 2989, 401(k) Fair Disclosure and Pension Security Act of 2009; Pension issues generally.","Commerce, Dept of (DOC),Executive Office of the President (EOP),Federal Energy Regulatory Commission (FERC),HOUSE OF REPRESENTATIVES,SENATE",,130000,0,0,2009-07-15T09:35:28-04:00
788978,e204dde8-0bc2-45e6-bfd5-3a34db7d46c7,Q2,"LUSSIER, GREGOR, VIENNA & ASSOCIATES",40065,RETIRED STATE COUNTY & MUNICIPAL EMPLOYEES OF MASSACHUSETTS ASSOCIATION,2009,second_quarter,RET,Repeal or reform of the Government Pension Offset and Windfall Elimination Provision of the Social Security Law.,"HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2009-07-15T09:56:47-04:00
789178,145ec6fc-1c7f-41e1-a2ec-b330d58486d3,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,2009,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",,80000,0,0,2009-07-15T11:02:21-04:00
789488,1d631c95-3159-423c-a2a3-4505c8e5e566,Q2,UPS (UNITED PARCEL SERVICE),39223,UPS (UNITED PARCEL SERVICE),2009,second_quarter,RET,Pension Reform (Single Employer Pensions / Multi Employer Pensions),"Federal Aviation Administration (FAA),Food & Drug Administration (FDA),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Natl Security Council (NSC),SENATE,State, Dept of (DOS),Transportation, Dept of (DOT),Transportation Security Administration (TSA),U.S. Trade Representative (USTR),White House Office",,1419127,0,0,2009-07-15T11:49:15-04:00
789568,28cf43dd-fff3-44fd-be25-069e87e22ac5,Q2,"NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC.",26980,"NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC.",2009,second_quarter,RET,"S. 484 / H.R. 235 ""Social Security Fairness Act of 2009""
Treasury Regulations Section 1.401(a)-1(b)","Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Justice, Dept of (DOJ),Labor, Dept of (DOL),SENATE,Treasury, Dept of,White House Office",,40000,0,0,2009-07-15T12:02:35-04:00
790263,bc6868db-f477-40e8-975b-e050e866f86f,Q2,"CONSTANTINE CANNON, LLP",295532,BROOKSIDE CAPITAL PARTNERS/HILLSIDE CAPITAL INCORPORATED,2009,second_quarter,RET,Pension Funding Legislation,,20000,,0,0,2009-07-15T14:43:04-04:00
790386,398ef6a1-75fd-4102-b7f3-f3350c643bff,Q2,TEXTRON INC.,37948,TEXTRON INC,2009,second_quarter,RET,Amendments to Pension Protection Act to provide for pension funding relief (no specific legislation).  Support.,"Defense, Dept of (DOD),HOUSE OF REPRESENTATIVES,SENATE",,880000,0,0,2009-07-15T15:06:32-04:00
790619,553f5a33-936b-4489-a5dd-553c09a95940,Q2,"GIBSON, DUNN & CRUTCHER LLP",16178,"ABF FREIGHT SYSTEMS, INC.",2009,second_quarter,RET,Tax credit for certain employers who contribute to certain multiemployer pension plans.,SENATE,30000,,0,0,2009-07-15T15:46:43-04:00
790874,7523d038-47c0-49f1-81c2-85fec077bcba,Q2,"CAPITOL HILL STRATEGIES,  LLC",91774,FMR LLC,2009,second_quarter,RET,"H.R. 2989, 401(k) Fair Disclosure and Pension Security Act of 2009","HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2009-07-15T16:28:23-04:00
790898,ade85b25-7d22-47d1-af89-e1632799d65f,Q2,"CAPITOL HILL STRATEGIES,  LLC",91774,INVESTMENT COMPANY INSTITUTE,2009,second_quarter,RET,"H.R. 2989, 401(k) Fair Disclosure and Pension Security Act of 2009","HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2009-07-15T16:31:33-04:00
790989,c98e996d-6cb6-43e0-92de-cf3fd2e31085,Q2,VENABLE LLP,39941,HOSPITAL FOR SPECIAL SURGERY,2009,second_quarter,RET,Seeking temporary relief from the Pension Protection Act of 2006,"HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2009-07-15T16:43:28-04:00
791206,39313227-1910-4e17-928e-1c9d94c75771,Q2,CON-WAY INC (FORMERLY KNOWN AS CNF INC),9591,CON-WAY INC (FORMERLY KNOWN AS CNF INC),2009,second_quarter,RET,Pension Funding Relief,"HOUSE OF REPRESENTATIVES,Natl Economic Council (NEC),SENATE,Transportation, Dept of (DOT),Transportation Security Administration (TSA),Treasury, Dept of",,230000,0,0,2009-07-15T17:27:51-04:00
792403,17f93af2-14f0-45f7-ba0b-bf6485c72f2c,Q2,THE NATIONAL GRANGE OF THE ORDER OF PATRONS OF HUSBANDRY,27913,NATIONAL GRANGE OF THE ORDER OF PATRONS OF HUSBANDRY,2009,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)",,10000,0,0,2009-07-16T11:04:08-04:00
792541,a2d1cf81-2028-4be6-8d13-e802fd9407d3,Q2,VENABLE LLP,39941,AMERICAN AIRLINES INC,2009,second_quarter,RET,Pension Reform Legislation,"HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT)",130000,,0,0,2009-07-16T11:27:43-04:00
792549,73b0b348-10e7-42d2-9a66-e39aac22afb5,Q2,MECHANICAL CONTRACTORS ASSOCIATION OF AMERICA,24761,MECHANICAL CONTRACTORS ASSOCIATION OF AMERICA,2009,second_quarter,RET,Multi-employer pension plan funding relief (no bill number),"General Services Administration (GSA),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),SENATE",,10000,0,0,2009-07-16T11:29:37-04:00
792642,9aedc81b-c41a-47ae-b4de-27c82ac147c6,Q2,THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY,29607,THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY,2009,second_quarter,RET,"See attachment. RET  Second Quarter Report 2009

H.R. 519  The Elder Caregiver Support and Information Enhancement Act of 2009. Issue: LTC additional appropriations for LTC Information clearinghouse.

H.R. 897  The Long Term Care and Retirement Security Act of 2009. Issue: LTC in cafeteria and FSA and above the line deductions for LTC premiums. 

H.R. 1961 - Savings for American Families Future Act Issue: savers' credit

H.R. 1984 - 401(k) Fair Disclosure for Retirement Security Act of 2009.   Issue: Retirement plan fee disclosure. 

H.R. 1988  Conflicted Investment Advice Prohibition Act of 2009. Issue: Investment Advice.

H.R. 2021  Savings Recovery Act of 2009.  Issue: Savers credit.

H.R. 2733/S. 1389  Fixed Indexed Annuities and Insurance Products Classification Act of 2009. Issue: Clarify exemption for fixed indexed annuities.

H.R. 2748  Retirement Security Needs Lifetime Pay Act of 2009.  Issue: Tax Incentive for Annuities.

H.R. 2792  Retirement Savings Transparency Act.  Issue: Plan fee disclosure.

H.R. 2989  401 (K) Fair Disclosure and Pension Security Act of 2009. Issue: Retirement Plan Fee Disclosure

S. 391  Healthy Americans Act. Issue: private health insurance including LTC.

S. 401 - Defined Contribution Fee Disclosure Act  Issue: 401(k) fee disclosure

S. 434  Empowered at Home Act of 2009.   Issue: Allows above the line tax deduction for LTC premiums. Allows LTC to be offered in cafeteria/ FSA plans.

S. 697/ HR 1721  Community Living Assistance Services and Supports Act. Issue: reform of LTC financing. 

S. 702/ H.R. 2096  Long Term Care Affordability and Security Act of 2009.  Issue: allows long term care insurance to be offered in employer sponsored cafeteria plans and FSA. 

S. 1177  Confidence in Long Term Care Insurance Act of 2009.  Issue: Consumer protection for long term care.

S. 1297  Retirement Security for Life Act.  Issue: Tax Incentive for Non Qualified Annuities.

S. Con Res 13 - 2010 Senate Budget Resolutions  Issue: savers' credit, Auto-IRAs.

S. ______, Affordable Health Choices Act.  Issue: Long Term Care financing with in health reform. (no bill number has been introduced).","HOUSE OF REPRESENTATIVES,SENATE",,1640000,0,0,2009-07-16T11:47:17-04:00
792696,c533b8ed-673e-4f60-9a24-0497d72d3adc,Q2,MUTUAL OF OMAHA,26284,MUTUAL OF OMAHA,2009,second_quarter,RET,"HR 2748 & S 1297 - Retirement Security Needs Lifetime Pay Act of 2009 - Exclusions and special rules for annuities.
S 401 - Defined Contribution Fee Disclosure Act of 2009 - Amendments to ERISA, notification requirements. HR 2331 - Individual Recovery Assistance Act of 2009 - Amendments to Internal Revenue Code for pension plan distribution requirements.","HOUSE OF REPRESENTATIVES,SENATE",,173000,0,0,2009-07-16T11:57:41-04:00
792712,3788b14a-bda4-4a23-b09d-3af7325be0d2,Q2,"GENWORTH FINANCIAL, INC.",302118,"GENWORTH FINANCIAL, INC.",2009,second_quarter,RET,"Incentives for Annuitization
HR2748 Retirement Security Needs Lifetime Pay Act
S1297 Retirement Security for Life Act
HR384 Reform the Troubled Assets Relief Program of the Secretary of the Treasury and Ensure Accountability Under Such Program HR1242 Provides for additional monitoring and accountability of the Troubled Assets Relief Program
HR1406 Stock Market Recovery Act
HR1650 Troubled Assets Relief Program Enhancement Act
HR1880 National Insurance Consumer Protection Act","Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",,740000,0,0,2009-07-16T11:59:43-04:00
793974,507a72b8-14c0-4712-bf88-260c69a52251,Q2,"THE OB-C GROUP, LLC",29802,TRANSFORM SR HOLDINGS LLC (FORMERLY KNOWN AS SEARS HOLDINGS CORPORATION),2009,second_quarter,RET,"HR2989, 401(k) Fair Disclosure & Pension Security Act of 2009: matters relating to pension funding.","HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2009-07-16T15:49:29-04:00
794012,ac066c63-d061-4a45-9fa4-24108975a661,Q2,DAVIS & HARMAN LLP,11674,BUSINESS ROUNDTABLE,2009,second_quarter,RET,"Proposals relating to defined benefit plan funding and treatment of hybrid plans.  Proposals relating to the treatment of employer-provided employee benefit plans.  H.R. 2021, Savings Recovery Act.  Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act.","HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of,White House Office",50000,,0,0,2009-07-16T15:51:54-04:00
794035,54880af7-47e0-4822-b4f5-e0a63baf977a,2T,DAVIS & HARMAN LLP,11674,FINANCIAL EXECUTIVES INTERNATIONAL,2009,second_quarter,RET,"Proposals relating to defined benefit plan funding and treatment of hybrid plans.  Proposals relating to the treatment of employer-provided employee benefit plans.  Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 1984, 401(k) Fair Disclosure for Retirement Security Act, H.R. 2779, Defined Contribution Plan Fee Transparency Act, and H.R. 2989, 401(k) Fair Disclosure and Pension Security Act.","HOUSE OF REPRESENTATIVES,SENATE,White House Office",10000,,0,1,2009-07-16T15:56:04-04:00
794041,06b0d8dc-9275-4ca6-8677-469111ff08d0,Q2,MERIDIAN HEALTH,293313,MERIDIAN HEALTH,2009,second_quarter,RET,Pension Act amendments,"Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE",,30000,0,0,2009-07-16T15:57:07-04:00
794092,0d58aecb-7a6d-4959-bc7f-b0b886c0b7f8,Q2,DAVIS & HARMAN LLP,11674,MUTUAL OF OMAHA INSURANCE COMPANIES,2009,second_quarter,RET,"Proposals responding to the effect of the stock market decline on retirement savings.  H.R. 2021, Savings Recovery Act. Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans, including automatic IRAs.","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2009-07-16T16:07:28-04:00
794307,ce2c9c93-8115-43ca-967a-15b40ea62ec6,Q2,THE COUNCIL OF INSURANCE AGENTS AND BROKERS,11093,COUNCIL OF INSURANCE AGENTS AND BROKERS,2009,second_quarter,RET,Issues related to pensions and employee benefits.,"HOUSE OF REPRESENTATIVES,SENATE",,180000,0,0,2009-07-16T16:42:33-04:00
794360,d6315d73-cb0e-49a5-8a70-cbba02e13103,Q2,NATIONWIDE MUTUAL INSURANCE COMPANY,26411,NATIONWIDE MUTUAL INSURANCE COMPANY,2009,second_quarter,RET,"Proposals responding to the effect of the stock market decline on retirement savings accounts.  Proposals to expand retirement coverage, including proposals to mandate payroll deduction IRAs (not yet in legislative form)

Proposals regarding annuitization of assets from defined contribution plans (not yet in legislative form) HR 2989 - ""To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006"" -  to increase 401(K) fee disclosure requirements and make changes to investment advice rules

HR 1984 - ""401(K) Fair Disclosure for Retirement Security Act"" - To amend title 1 of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans

HR 2779 - ""Defined contribution Plan Fee Transparency Act"" - To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication","Federal Emergency Management Agency (FEMA),Federal Trade Commission (FTC),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of,U.S. Copyright Office",,880000,0,0,2009-07-16T16:50:50-04:00
794850,80e85a1a-dc8d-4a84-803e-8161c7577700,Q2,INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS,19753,INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS,2009,second_quarter,RET,"Improvements to the pension calculation for federal fire fighters

Allowing federal fire fighters penalty free access to their deferred compensation accounts","Defense, Dept of (DOD),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,SENATE",,111000,0,0,2009-07-16T18:15:58-04:00
794937,e8371829-5282-495f-812f-e3558a80a5a5,Q2,SOCIETY FOR HUMAN RESOURCE MANAGEMENT,35946,SOCIETY FOR HUMAN RESOURCE MANAGEMENT,2009,second_quarter,RET,"H.R. 3185, 401 (k) Fair Disclosure for Retirement Security Act
S. 722/H.R. 1586, Taxpayer Certainty and Relief Act
H.R. 2625/S. 1153, Tax Equity for Health Plan Beneficiaries Act of 2009
H.R. 1984/S. 401K, Fair Disclosure and Pension Security Act of 2009","HOUSE OF REPRESENTATIVES,SENATE",,353793,0,0,2009-07-16T19:36:21-04:00
795086,d37c71d4-291f-4e4e-94b6-3cd517e3d277,Q2,"PLASTICS INDUSTRY ASSOCIATION, INC.",35981,"PLASTICS INDUSTRY ASSOCIATION, INC.",2009,second_quarter,RET,Pension Reform (no specific bill),"Executive Office of the President (EOP),Food & Drug Administration (FDA),HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",,50000,0,0,2009-07-16T21:17:53-04:00
795193,f2bce6bf-2e2e-4fc5-9296-3969d8dbc210,Q2,NATIONAL RURAL LETTER CARRIERS' ASSOCIATION,28526,NATIONAL RURAL LETTER CARRIERS' ASSOCIATION,2009,second_quarter,RET,"WEP/GPO, Premium Conversion, Retirement Benefits","HOUSE OF REPRESENTATIVES,SENATE",,125000,0,0,2009-07-16T22:14:45-04:00
795343,ab8cf4dc-0e61-4304-9a71-d4fbc10daa99,Q2,SQUIRE PATTON BOGGS,30906,PEACE OFFICERS RESEARCH ASSOCIATION OF CALIFORNIA,2009,second_quarter,RET,"S. 484/H.R. 235, the Social Security Fairness Act.","HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE",20000,,0,0,2009-07-17T05:52:22-04:00
795611,68b59d85-0444-4faa-9b28-f465b49c30a2,Q2,VANGUARD GROUP,291058,VANGUARD GROUP,2009,second_quarter,RET,"H.R. 1984 - 401(k) Fair Disclosure for Retirement Security Act of 2009
H.R. 1988 - 401(k) Fair Disclosure for Retirement Security Act of 2009
H.R. 2021 - Savings Recovery Act of 2009
H.R. 2989 - 401(k) Fair Disclosure and Pension Security Act of 2009","HOUSE OF REPRESENTATIVES,SENATE",,260000,0,0,2009-07-17T09:31:04-04:00
795659,9d28aa55-74f4-404a-8368-595b69ab2dc1,Q2,"TRANSFORM SR HOLDINGS, LLC",58911,TRANSFORM SR HOLDINGS LLC,2009,second_quarter,RET,"HR2989, 401(k) Fair Disclosure & Pension Security Act of 2009: matters relating to pension funding.","HOUSE OF REPRESENTATIVES,SENATE",,80000,0,0,2009-07-17T09:42:27-04:00
795875,bc295a82-1fd3-4e90-a3a3-c7d9996af06d,Q2,NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION,28674,NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION,2009,second_quarter,RET,"The association monitors and reacts to policy concepts that may impact its ability 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 did not focus particular attention on introduced bills on this subject.","Agriculture, Dept of (USDA),Federal Communications Commission (FCC),HOUSE OF REPRESENTATIVES,Natl Telecommunications & Information Administration (NTIA),SENATE",,170000,0,0,2009-07-17T10:20:47-04:00
795970,ee09c78f-8b67-4ecd-83ed-3d8f92b86d45,Q2,DAVIS & HARMAN LLP,11674,METROPOLITAN LIFE INSURANCE CO,2009,second_quarter,RET,"Proposals related to annuitization, including H.R. 2748, Retirement Security Needs Lifetime Pay Act and S. 1297, Retirment Security for Life Act.  Proposals related to longevity insurance.  Proposals related to qualified default investment alternatives.  Proposals related to automatic IRAs.","HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",30000,,0,0,2009-07-17T10:30:40-04:00
795992,97a318c0-642e-4a85-ae46-0c94fa3918ae,Q2,DAVIS & HARMAN LLP,11674,NATIONAL RURAL ELECTRIC COOPERATIVE ASSN,2009,second_quarter,RET,Normal retirement age proposals.  Proposals related to defined benefit plan funding.,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2009-07-17T10:33:48-04:00
796177,ec564a41-85ee-4f9c-8968-fb82bb031919,Q2,"UNITED AUTOMOBILE, AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS",39052,UNITED AUTOMOBILE AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS,2009,second_quarter,RET,Private Pensions - Technical Corrections; 401(K) Transparency Legislation; Pension Funding Relief.,"Council on Environmental Quality (CEQ),Environmental Protection Agency (EPA),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Intl Trade Administration (ITA),Labor, Dept of (DOL),Legal Services Corporation,Natl Economic Council (NEC),Office of Management & Budget (OMB),SENATE,State, Dept of (DOS),Treasury, Dept of,U.S. Trade Representative (USTR),White House Office",,87818,0,0,2009-07-17T10:59:25-04:00
796203,e57eb5ed-1036-4cc4-8cb1-742828056cd2,Q2,MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY,23986,MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY,2009,second_quarter,RET,"See Addendum S. 157, ""Retirement Account Distribution Improvement Act of 2009"".

S. 401, ""Defined Contribution Fee Disclosure Act of 2009"".

H.R. 424, ""Retirement Account Distribution Improvement Act of 2009"".

H.R. 1961, ""Saving for American Families' Future Act of 2009"".

H.R. 1984, ""401(k) Fair Disclosure for Retirement Security Act of 2009"".

H.R. 1988, ""Conflicted Investment Advice Prohibition Act of 2009"".

H.R. 2021, ""Savings Recovery Act of 2009"".

H.R. 2779, ""Defined Contribution Fee Transparency Act of 2009"".

H.R. 2989, ""401(k) Fair Disclosure & Pension Security Act of 2009"".

Senate Committee on Aging:  February 25, 2009, Hearing on the design and market volatility of target date and target maturity of funds in 401(k) plans - No Bill Number.

Treasury Department Explanation of the Administration's FY-2010 Budget proposals related to expansion of the 'Saver's Credit' and to the creation of 'Auto IRAs'.  General Explanations of the Administrations FY-2010 Revenue proposals, Department of Treasury (May 2009) ""Greenbook"" - No Bill Number.","Federal Reserve System,HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,500000,0,0,2009-07-17T11:02:36-04:00
796324,f3efa4f1-dec8-495a-911b-7dae1e1f9d4b,Q2,COVINGTON & BURLING LLP,11195,INTERNATIONAL BUSINESS MACHINES CORPORATION,2009,second_quarter,RET,legislative and regulatory developments affecting retirement plans,"HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",60000,,0,0,2009-07-17T11:15:29-04:00
796454,b12f08b1-4d41-4414-97bb-9978fa999f0b,Q2,"AEROJET ROCKETDYNE, INC",317,"AEROJET ROCKETDYNE, INC",2009,second_quarter,RET,"HR 2989, A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006.
Interest: All.","Defense, Dept of (DOD),HOUSE OF REPRESENTATIVES,SENATE",,150000,0,0,2009-07-17T11:31:49-04:00
796549,ab107543-a508-4a3d-981a-39794114f89a,Q2,"INTERNATIONAL MOTORS, LLC (FORMERLY NAVISTAR, INC.)",28891,"INTERNATIONAL MOTORS, LLC (FORMERLY NAVISTAR, INC)",2009,second_quarter,RET,Pension Fund Relief,"Commerce, Dept of (DOC),Energy, Dept of,Environmental Protection Agency (EPA),Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of,U.S. Trade Representative (USTR)",,386518,0,0,2009-07-17T11:45:49-04:00
796718,70494fea-7c0c-40eb-adbe-98714651857b,Q2,AARP,1694,AARP,2009,second_quarter,RET,"H.R.1159, To amend the Internal Revenue Code of 1986 to provide special rules for investments lost in a fraudulent Ponzi-type scheme-Contacted Congressman's Meek's office to explore support of a bill that offers some relief to victims of Ponzi schemes.  Lobbied for reintroduction of auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees (no bill). Lobbied for introduction of legislation that would expand the savers credit so that more modest income individuals can benefit from it.
Discussed Auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees; legislation that would end the age cap in the earned income tax credit; legislation that would expand the savers credit so that more modest income individuals can benefit from it; and on the inappropriate application of withholding tables that implement Make Work Pay to pension and other retirement income. (no bill)
Met with Democratic Policy Counsel staff on: Auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees would end the age cap in the earned income tax credit; that would expand the savers credit so that more modest income individuals can benefit from it; weatherization; modernizing the poverty measure; and modernizing the asset tests that are used to determine eligibility for federal benefits. (no bill)
Met with the Vice-President's staff on:  Auto-IRA, a bill that would require an automatic workplace retirement savings plan for an estimated 50 million employees; legislation that would end the age cap in the earned income tax credit; legislation that would expand the savers credit so that more modest income individuals can benefit from it; weatherization; modernizing the poverty measure; and modernizing the asset tests that are used to determine eligibility for federal benefits. (no bill)
Discussed the need for bipartisan action on long-term financial security. (no bill)
Discussed preferred Social Security options. (no bill)
Discussed implications of no Social Security COLA.(no bill)","Centers For Medicare and Medicaid Services (CMS),Commerce, Dept of (DOC),Energy, Dept of,Federal Communications Commission (FCC),Government Accountability Office (GAO),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),Internal Revenue Service (IRS),Labor, Dept of (DOL),Office of Management & Budget (OMB),Office of the Vice President of the United States,Securities & Exchange Commission (SEC),SENATE,Social Security Administration (SSA),Transportation, Dept of (DOT),Treasury, Dept of,White House Office",,5300000,0,0,2009-07-17T12:05:18-04:00
797307,aae59e1c-3b5b-4b2a-91de-5cd8a35b8317,Q2,"NISOURCE, INC",62916,NISOURCE INC,2009,second_quarter,RET,"-Pension legislation: H.R. 2021, ""The Savings Recovery Act""","HOUSE OF REPRESENTATIVES,SENATE",,170000,0,0,2009-07-17T13:07:38-04:00
797669,3fff00c4-1988-4a18-a1ea-524b753dbfca,Q2,HSBC TECHNOLOGY AND SERVICES USA INC.,18694,HSBC TECHNOLOGY AND SERVICES USA INC.,2009,second_quarter,RET,"Proposals to make pension contributions more manageable in the short term (such as smoothing) and to help avoid benefit restrictions that hurt plan participants (such as requiring withdrawals)  
Proposals permitting companies to make new interest rate elections for plan years beginning in 2010, delaying funding regulations, extending the amortization schedule and temporarily expanding the corridor to 120%.","HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",,550000,0,0,2009-07-17T13:46:56-04:00
798110,7f62dbe6-e842-4c98-92b9-646dec0f7d99,Q2,AIR LINE PILOTS ASSOCIATION,580,AIR LINE PILOTS ASSOCIATION,2009,second_quarter,RET,Pilot Pension Issues,"HOUSE OF REPRESENTATIVES,SENATE,State, Dept of (DOS),Transportation, Dept of (DOT)",,409000,0,0,2009-07-17T14:26:31-04:00