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
1982697,8ad79cc4-08a6-4378-a83f-7d2c828bc1c6,Q2,RNL CONSULTING LLC,401104173,GENWORTH FINANCIAL,2017,second_quarter,RET,On draft tax reform proposals in the House and Senate (no bill numbers yet): tax code support for individual retirement security; potential tax incentives for purchase of retirement savings and insurance products; discussions of structuring tax code to permit pre-tax or post-tax contributions to qualified savings vehicles; tax treatment of insurance companies with respect to reserving for future claims payments.,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,White House Office",25000,,0,0,2017-07-03T10:34:45.623000-04:00
1982834,1b74852e-508d-487b-8ecf-b3e8ed9db436,Q2,"INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO",50400,INTERNATIONAL UNION OF POLICE ASSOCIATIONS AFL-CIO,2017,second_quarter,RET,"HR1205, Medicare for those with mandatory retirement age (public safety).","HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE",,20000,0,0,2017-07-03T15:53:37.880000-04:00
1982982,bba06bbc-85b7-4cb8-9b82-b770f5eff89c,Q2,NATIONAL FEDERATION OF THE BLIND,401103561,NATIONAL FEDERATION OF THE BLIND,2017,second_quarter,RET,To increase employment of blind people by removing disincentives to work in current Social Security law.,"Architectural & Transportation Barriers Compliance Board,Defense, Dept of (DOD),Education, Dept of,HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Office of Management & Budget (OMB),SENATE,State, Dept of (DOS)",,70000,0,0,2017-07-05T11:14:13.650000-04:00
1983020,a4d145ac-53e8-4875-aebb-0fe124543d81,Q2,MWR CONSULTING,401104301,"HOLLISTER, INC.",2017,second_quarter,RET,Employee Retirement Income Security Act,"HOUSE OF REPRESENTATIVES,SENATE",45000,,0,0,2017-07-05T11:36:09.240000-04:00
1983056,463ae58e-5b2c-4155-b196-54fd0e37fe81,2A,MWR CONSULTING,401104301,"HOLLISTER, INC.",2017,second_quarter,RET,Employee Retirement Income Security Act,"Centers For Medicare and Medicaid Services (CMS),HOUSE OF REPRESENTATIVES,SENATE",45000,,0,0,2017-07-05T11:55:43.047000-04:00
1983218,4abb908e-61be-4cec-a30f-22fbd8f949cb,Q2,YODLEE INC.,401104165,YODLEE INC.,2017,second_quarter,RET,Department of Labor fiduciary rule,"Consumer Financial Protection Bureau (CFPB),Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,Financial Crimes Enforcement Network (FinCEN),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Office of the Comptroller of the Currency (OCC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,90000,0,0,2017-07-05T17:08:51.467000-04:00
1983363,f8a7b354-86ce-46f4-bd7b-65043fd830e6,Q2,MR. DONALD KANIEWSKI,322693,LABORERS INTERNATIONAL UNION OF NORTH AMERICA,2017,second_quarter,RET,Lobbied in support of reforming multi-employer pension plans and PBGC issues.,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of",45000,,0,0,2017-07-06T11:31:47.017000-04:00
1984612,0b9b7509-d2a0-4db0-b421-c01a5d117665,Q2,"ALBERTINE ENTERPRISES, INC.",795,LAW OFFICE OF BART S. FISHER FOR POSTALIS BRAZIL,2017,second_quarter,RET,"Pension issues relating to his client Postals, Postal Workers of Brazil","HOUSE OF REPRESENTATIVES,SENATE",90000,,0,0,2017-07-10T15:12:49.653000-04:00
1984840,b5f73727-75f2-4e79-a36d-7f58ccff21a4,Q2,MR. ROBERT LEVI,401104269,UNITED POSTMASTERS AND MANAGERS OF AMERICA,2017,second_quarter,RET,"Issues impacting the Civil Service Retirement System and the Federal Employees Retirement System
HR 1205, the Social Security Equity Act
HR 873, Thrift Savings Plan Modernization Act","Federal Retirement Thrift Investment Board,HOUSE OF REPRESENTATIVES,Office of Personnel Management (OPM),Postal Regulatory Commission,SENATE,U.S. Postal Service (USPS)",20000,,0,0,2017-07-11T09:11:36.190000-04:00
1984872,32a048e6-060f-4167-b573-045b07e612ee,Q2,MR. MARK REY,400454181,NATIONAL OLDER WORKERS CAREER CENTER,2017,second_quarter,RET,Assisting retired federal workers secure new employment opportunities,"HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),SENATE,U.S. Forest Service",,,0,0,2017-07-11T10:34:29.043000-04:00
1985017,e6bacc9c-1128-4f5c-b4b5-c847afa3e8a8,Q2,HOLLAND & KNIGHT LLP,18466,"CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.",2017,second_quarter,RET,Educating members of Congress and staff on the Department of Labor's Conflict of Interest Rule.,"HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2017-07-11T13:18:07.687000-04:00
1985408,3a6a6ff3-b1fc-4cd4-92e2-5af143d7ad88,Q2,PETER TURZA,401103236,"ABF FREIGHT SYSTEMS, INC.",2017,second_quarter,RET,"Issues with multiemployer pension plans and the obligations of contributing employers to such plans involving ERISA, MPPAA, the PPA and the Consolidated and Further Continuing Appropriations Act of 2015.","HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2017-07-11T21:38:42.320000-04:00
1985443,819ff22e-cc3f-48df-9d01-e1bd62500bbb,Q2,"WILLIAMS AND JENSEN, PLLC",41454,AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY,2017,second_quarter,RET,Benefit distributions in the form of annuities.  Fiduciary Rule.,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",30000,,0,0,2017-07-12T08:32:01.940000-04:00
1985509,648850f6-4a2d-4c06-bd96-b641f4c8d146,Q2,SOCIAL SECURITY WORKS,401048957,SOCIAL SECURITY WORKS,2017,second_quarter,RET,"​Social Security Expansion
Medicare Expansion
Against, American Health Care Act & Better Care Reconciliation Act
Lowering Prescription Drug Prices
The People's Budget
Against, the President's Budget (SSDI cuts)
Against SSI Cuts in MIECHV Reauthorization
Against cabinet nominees (Price, Mulvaney, Mnuchin)","HOUSE OF REPRESENTATIVES,SENATE,Social Security Administration (SSA)",,12000,0,0,2017-07-12T09:50:22.357000-04:00
1985617,c05a1142-e8a4-4b7f-8ed8-c59ebf25fef7,Q2,NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE,27467,NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE,2017,second_quarter,RET,"Social Security Trust Fund Reallocation. H. Res. 5. Adopting rules for the 115th Congress. Provision creating a point of order to legislation reallocating funds from the Social Security Old Age and Survivors Insurance (OASI) Trust Fund to the Disability Insurance Trust Fund.

Cost of Living Adjustment Relief. H.R. 1251, CPI-E Act of 2017; H.R. 1902, Social Security 2100 Act; H.R. 2855, Social Security for Future Generations Act of 2017; H.R. 2896, the Fair COLA for Seniors Act of 2017:  Proposals to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries.

Social Security Expansion. H.R. 1902, Social Security 2100 Act; H.R. 1114/S. 427, Social Security Expansion Act; H.R. 2855, Social Security for Future Generations Act of 2017:  Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes.

Caregiver Social Security Credits. (No bill.)  Proposals to provide Social Security wage credits for individuals who reduce their participation in the workforce or leave the workforce to provide care to specified family members and relatives.

Social Security Commission. (No bill.)  Proposals to require a commission to make recommendations for achieving solvency of the Social Security trust funds for 75 years.

Social Security Reform.  (No bill.)  Proposals to achieve solvency of the Social Security trust fund by cutting benefits.

Supplemental Security Income (SSI). (No bill.)  Proposals to update provisions in the SSI program to reflect inflation since 1972 and to increase the asset limit to $10,000 for an individual and $15,000 for a couple.

Government Pension Offset and Windfall Elimination Provision. H.R. 1205, Social Security Fairness Act of 2017:  Proposals to repeal the Government Pension Offset and Windfall Elimination Provision.

Protecting Social Security Benefits from Administrative Offset. (No bill.)  Proposal to restore the protections of previous law preventing the government from taking away earned benefits to pay Federal debts.

Access to Social Security Administration Online Services. (No bill.)  Pertaining to SSAs administrative decision to require individuals who have ""mySocialSecurity"" accounts to receive a code on a cell phone capable of receiving a text message in order to be able to log into their account.

Social Security Benefit Statement. (No bill.)  Efforts to have the Social Security Administration resume annual distribution of benefit statements to eligible individuals.

Protecting Seniors from Garnishment.  S. 959, the Protection of Social Security Benefits Restoration Act:  Proposals to protect Social Security beneficiaries from having their Social Security benefits garnished to recover unpaid student loans.

Department of Labor (DOL) Retirement Advisor Fiduciary Rule.  H.R. 355, Protecting American Families Retirement Advice Act:  Provisions delaying for two years the effective date of the Department of Labor rule published on April 8, 2016, relating to the definition of the term ""fiduciary"" and the conflict of interest rule with respect to retirement investment advice.

Disability Adjudication.  (No bill).  Comments on regulatory proposals to alter the rules regarding the evaluation of medical evidence for the purpose of adjudicating claims for both Social Security and Supplemental Security Income disability benefits.","Administration on Aging,Centers For Medicare and Medicaid Services (CMS),Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Labor, Dept of (DOL),Natl Economic Council (NEC),Office of Management & Budget (OMB),President of the U.S.,SENATE,Social Security Administration (SSA),Treasury, Dept of,Vice President of the U.S.",,270000,0,0,2017-07-12T10:48:23.963000-04:00
1985637,b3f0948d-be85-49fe-8091-ceb577b93e8e,Q2,"WILLIAMS AND JENSEN, PLLC",41454,CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM,2017,second_quarter,RET,Legislation and regulations affecting public pension plan.,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2017-07-12T11:10:56.520000-04:00
1985654,b0be6481-bed1-4102-b099-6a41c0dbb65b,Q2,"WILLIAMS AND JENSEN, PLLC",41454,TRANSAMERICA COMPANIES (FORMLY AEGON),2017,second_quarter,RET,Legislation impacting retirement plans; multiple employer plans.,"Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE",70000,,0,0,2017-07-12T11:22:20.173000-04:00
1985663,83a3b152-ec98-4750-8a03-9ebc6260a944,Q2,"WILLIAMS AND JENSEN, PLLC",41454,AMERICAN COUNCIL OF LIFE INSURERS,2017,second_quarter,RET,Legislation and proposals impacting retirement plans.  Fiduciary proposals.,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,White House Office",60000,,0,0,2017-07-12T11:23:26.440000-04:00
1985840,5ce7ed62-ae91-4301-9780-f896aa8a21e0,Q2,KEVIN KAYES,401104434,ARCBEST,2017,second_quarter,RET,Multi-employer pension plans,"HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2017-07-12T13:22:10.750000-04:00
1986234,badec123-9883-4a74-be03-6aa4c22fa855,Q2,AMERICAN COUNCIL OF LIFE INSURERS,2115,AMERICAN COUNCIL OF LIFE INSURERS,2017,second_quarter,RET,"H.R. 854 - the Retirement Security for American Workers Act. Issue: expanding retirement savings plans.

S. 1383: Retirement Security Act of 2017. Issue: retirement security 

House GOP Blueprint on Tax Reform

H.R. 2055/ S. 868 - Lifetime Income Disclosure Act. Issue: lifetime income illustration

S. 1321, the Affordable Retirement Advice Protection Act. Issue: alternative to the DOL fiduciary rule

H.R. 2823, the Affordable Retirement Advice for Savers Act. Issue: alternative to the DOL fiduciary rule

H.J. Res 66 (PL 115-35), Resolution disapproving the DOL rule related to state based retirement plans

H.J. Res 67 (PL 115-24), Resolution disapproving the DOL rule related to municipality based retirement plans. 

S. 1379, the Graduate Student Savings Act. Issue: promotes retirement savings for graduate students

H.R. 2030, Savings Enhancement by Alleviating Leakage in 401(k) Savings Act. Issue: prevents retirement savings leakage

Pub.L. 111-148-The Patient Protection and Affordable Care Act, Issue: Assessments under state-based insurance exchanges.

H.R. 2656 - The Receiving Electronic Statements to Improve Retiree Earnings Act. Issue: electronic disclosure of retirement plan notices.


H.R. ___/S.___ Draft legislation amending Affordable Care Act provisions on health exchange assessments. Issue: Health Exchange Assessments

Public Law No: 114-254- Further Continuing and Security Assistance Appropriations Act.   Section 172, regarding funding to address the Social Security Disability Insurance (SSDI) hearing backlog for FY17 expires April 28, 2017. Issue: disability insurance

H.R.____/S._____ FY17 appropriations beyond April 28, Maintain Section 172 of Further Continuing and Security Assistance Appropriations Act regarding funding to address the Social Security Disability Insurance (SSDI) hearing backlog. Issue: disability insurance


H.R. ___/S.___ Draft legislation on tax treatment and consumer financing for long-term care insurance. Issue: expanding long term care insurance coverage


H.R.____/S._____ Draft legislation to expand Section 125 cafeteria plans.  Issue: expanding long term care insurance.

H.R. ____/S._____ Draft legislation to initiate Congressional Review Act process to repeal Department of Labor rule affecting disability insurance claims process.  Issue: Disability insurance.","HOUSE OF REPRESENTATIVES,SENATE",,1132000,0,0,2017-07-13T10:05:32.617000-04:00
1986442,74b5794f-cd21-4147-8e25-ff1fbbcf1c14,Q2,"NAVIGATORS GLOBAL LLC (FORMERLY DC NAVIGATORS, LLC)",85071,UNITED PARCEL SERVICE,2017,second_quarter,RET,General issues - no specific legislation,"HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2017-07-13T11:25:56.580000-04:00
1987019,aa11c119-b1df-4085-a311-5ca3e48ca338,Q2,"CAPITOL CITY GROUP, LTD.",52903,"ASCENSUS, INC.",2017,second_quarter,RET,issues pertaining to retirement rules; H.J.Res.66 Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees.,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2017-07-13T16:48:16.473000-04:00
1987058,fef0a008-1198-4a4e-9090-7903d5c21a92,Q2,"THE CHARLES GROUP, LLC",53458,"ASSOCIATION OF MATURE AMERICAN CITIZENS, INC.",2017,second_quarter,RET,Creation of Social Security IRA and other Social Security reforms,"Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2017-07-13T17:30:46.523000-04:00
1987423,9393ea79-e020-461e-8708-99ead1b3ea68,Q2,"NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC.",26980,"NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC.",2017,second_quarter,RET,"Law Enforcement Officers Equity Act, Social Security Fairness Act, mandatory Social Security, protecting state and local public pensions","Bureau of Justice Assistance,HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Office of Justice Program,SENATE,White House Office",,40000,0,0,2017-07-14T12:15:25.413000-04:00
1987501,1a39531c-4482-46be-bddf-7095140572c6,Q2,THE ESOP ASSOCIATION,13858,ESOP ASSOCIATION,2017,second_quarter,RET,"Any proposed legislation in relationship to ESOPs, 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 Federal Internal Revenue Code.",,,64154,0,0,2017-07-14T12:48:34.343000-04:00
1987664,fccbbaaa-5bea-40e9-984f-d81e54f0f8c4,Q2,LINCOLN NATIONAL CORPORATION,22872,LINCOLN NATIONAL CORPORATION,2017,second_quarter,RET,"Issues related to retirement security including:  retirement plan standards, savings initiatives, the DOL fiduciary definition, lifetime income opportunities and public pension reform. 
PL 111-148 The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges. 
HR 2055 / S 868 Lifetime Income Disclosure Act. Issue: lifetime income illustration. 
Draft legislation to facilitate disability income insurance options for employees. 
Retirement Improvements and Savings Enhancement Act Discussion Draft. 
House GOP Blueprint on Tax Reform. Issue: retirement security. 
HR 2823 The Affordable Retirement Advice for Savers Act. Issue: fiduciary rule.
S 1321 The Affordable Retirement Advice Protection Act. Issue: fiduciary rule.
HJRes 66 (PL 115-35), Resolution disapproving the DOL rule related to state based retirement plans.
HJRes 67 (PL 115-24), Resolution disapproving the DOL rule related to municipality based retirement plans.","HOUSE OF REPRESENTATIVES,SENATE",,290000,0,0,2017-07-14T13:59:51.197000-04:00
1987871,82e524f8-b061-446a-82d6-4ece97957d76,Q2,NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS,26901,NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS,2017,second_quarter,RET,"Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, S.J.Res.32, and S.J.Res.33. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors.","Centers For Medicare and Medicaid Services (CMS),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,565000,0,0,2017-07-14T15:31:49.817000-04:00
1987952,32c805e4-da7f-4fe7-9934-2cbbf01adb75,Q2,"P STREET PROJECT, INC.",400637928,"P STREET PROJECT, INC.",2017,second_quarter,RET,Expansion of Social Security,"HOUSE OF REPRESENTATIVES,SENATE",,20000,0,0,2017-07-14T16:15:02.727000-04:00
1987976,1a3ea5bc-92d2-455a-ae3a-383440b912e1,Q2,DYKEMA GOSSETT PLLC,12915,THE ERISA INDUSTRY COMMITTEE,2017,second_quarter,RET,"PBGC premiums.
ERISA 420; all provisions.
Tax reform and impact on employer-sponsored retirement plans.
Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act; all provisions.

H.R. 761 - Pension and Budget Integrity act (PBIA).

IRS Notice 2015-19 - Revisions to the Employee Plans Determination Letter Program.

S. 270 Pension and Budget Integrity Act

General issues and regulations: pension and retirement proposals
Department of Labor Definition of Fiduciary regulations.
De-risking defined benefit plans.
EEO-1 Form Changes.
Frozen defined benefit plans and nondiscrimination testing.
Lifetime income illustrations on benefit statements.
Tuition Reimbursement (Section 127 of the Internal Revenue Code)and student loan debt relief.
Treasury and IRS proposals and final regulations implementing the cash balance and pension equity plan provisions of the Pension Protection Act of 2006 (PPA).","Council of Economic Advisers (CEA),Equal Employment Opportunity Commission (EEOC),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Natl Economic Council (NEC),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of",20000,,0,0,2017-07-14T16:38:20.237000-04:00
1988137,a18d605c-43e9-44d9-a3c1-a8f0ef2ae061,Q2,"LEDGE COUNSEL, INC.",22438,NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION,2017,second_quarter,RET,Civil service retirement,"Federal Retirement Thrift Investment Board,Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Office of Personnel Management (OPM),President of the U.S.,SENATE",30000,,0,0,2017-07-15T12:41:40.043000-04:00
1988270,bdb23963-d313-4e54-95b9-d3b411cea0e3,Q2,MULLETT STRATEGIES LLC,401103987,"YRC ENTERPRISE SERVICES, INC",2017,second_quarter,RET,Multi-employer pension plan legislative change or relief.,"Federal Motor Carrier Safety Administration,HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2017-07-16T15:16:51.343000-04:00
1988372,18c28c1a-fb5c-4ce2-8332-e4cb5166f2aa,Q2,TREA SENIOR CITIZENS LEAGUE,38426,TREA SENIOR CITIZENS LEAGUE,2017,second_quarter,RET,"Social Security Notch Reform: H.R. 867, Social Security Trust Fund Protection: H.R. 1113, Social Security Reform: H.R. 1114 and S. 427 and H.R. 1205 and H.R. 1583 and H.R. 1631 and H.R. 1902 and H.R. 2855, Social Security Consumer Price Index for the Elderly: H.R. 67 and H.R. 991 and H.R. 1251 and H.R. 2016 and H.R. 2896, Prevention of Fraud, Waste, and Abuse: H.R. 624.","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2017-07-17T08:26:16.733000-04:00
1988697,c665971f-5f63-46ef-b538-7ba18a65e857,Q2,"WILLIAMS AND JENSEN, PLLC",41454,TD AMERITRADE,2017,second_quarter,RET,Department of Labor Fiduciary proposal.,"HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE",50000,,0,0,2017-07-17T10:48:14.563000-04:00
1988801,c3192c3a-9d65-482e-be8b-d7e5cdcb6605,Q2,NATIONAL BEER WHOLESALERS ASSOCIATION,27274,NATIONAL BEER WHOLESALERS ASSOCIATION,2017,second_quarter,RET,Issues relating to multi-employer pension plans.,"Alcohol & Tobacco Tax & Trade Bureau (TTB),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Labor, Dept of (DOL),SENATE,Treasury, Dept of,U.S. Trade Representative (USTR)",,410000,0,0,2017-07-17T11:22:34.567000-04:00
1989239,684a8fdc-3c0c-4cf5-84a1-5aaee2cc2226,Q2,SIFF & ASSOCIATES PLLC,400665998,"CENTER FOR CAPITAL MARKETS COMPETITIVENESS, U.S. CHAMBER OF COMMERCE",2017,second_quarter,RET,"May 30, 2017 public meeting to discuss the U.S. Department of Labor's May 22, 2017 guidance regarding the ""Definition of the Term 'Fiduciary'; Conflict of Interest Rule-Retirement Investment Advice"" final rule; RIN 1210-AB32; 81 FR 20945 (April 8, 2016).  Possible revisions to EBSA Interpretative Guidance concerning the voting of proxies of ERISA plans and factors that a fiduciary may consider in doing so.  Potential relationship of efforts to fund infrastructure and EBSA Interpretative Guidance concerning standards for a fiduciary's decision to invest plan assets in investments that are selected for the economic benefits they create in addition to the investment return they produce for an employee benefit plan.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",40000,,0,0,2017-07-17T13:39:11.557000-04:00
1989442,6d86a035-236d-4dde-9e51-0258f89fed41,2T,SQUIRE PATTON BOGGS,30906,NATIONAL CONFERENCE ON PUBLIC EMPLOYEE RETIREMENT SYSTEMS,2017,second_quarter,RET,Congressional Review Act (HJ Res 66 - Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees),SENATE,20000,,0,1,2017-07-17T14:28:32.140000-04:00
1989652,7bbe8c0b-9c96-4d01-b168-d52cfdf9b538,Q2,"BUILDING AND CONSTRUCTION TRADES DEPT., AFL-CIO",7383,BUILDING AND CONSTRUCTION TRADES DEPT AFL-CIO,2017,second_quarter,RET,Multi-Employer Pension Plan Reform - Lobbied to promote general pension reform that will help trustees strengthen pension plans with the cooperation of both labor and management. No bill.,"Energy, Dept of,Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,SENATE",,170000,0,0,2017-07-17T14:57:46.927000-04:00
1989687,1952a769-2e14-4938-8092-9961fc848457,Q2,NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION,26477,NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION,2017,second_quarter,RET,"Air Traffic Control retirement issue eligibility. Controller staffing, COLA, Thrift Savings Plan, federal pensions. CIP, FERS/CSRS. Sequestration. Federal Employee Tax. FEHBP. Impact of government shutdown. Merit Systems Protection Board. HR 1364 - Official Time Reform Act.","Federal Aviation Administration (FAA),HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT),White House Office",,237000,0,0,2017-07-17T15:01:09.410000-04:00
1989734,ee55853c-9814-4b94-b43b-bcd0aa24f910,Q2,"CASSIDY & ASSOCIATES, INC.",8453,SOCIETY OF ACTUARIES,2017,second_quarter,RET,General legislative issues related to actuarial profession,"HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",20000,,0,0,2017-07-17T15:09:42.113000-04:00
1989951,a92cea2a-21be-471c-bc80-72a8a9abd472,Q2,NATIONAL ASSOCIATION FOR THE ADVANCEMENT OF COLORED PEOPLE,48975,NATIONAL ASSOCIATION FOR THE ADVANCEMENT OF COLORED PEOPLE,2017,second_quarter,RET,"Oppose delay in fiduciary rule
Support H.R. 1251, the CPI-E bill
Oppose H, J, Res. 66, a resolution of disapproval to nullify a rule by the previous Department of Labor that exempts certain state-administered retirement programs from select federal regulations","Agriculture, Dept of (USDA),Bureau of Alcohol Tobacco Firearms & Explosives,Centers For Medicare and Medicaid Services (CMS),Consumer Financial Protection Bureau (CFPB),Education, Dept of,Election Assistance Commission (EAC),Environmental Protection Agency (EPA),Equal Employment Opportunity Commission (EEOC),Federal Communications Commission (FCC),Federal Housing Finance Agency (FHFA),Federal Motor Carrier Safety Administration,Federal Reserve System,Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),Justice, Dept of (DOJ),Labor, Dept of (DOL),Natl Park Service (NPS),Office of Management & Budget (OMB),Office of the Comptroller of the Currency (OCC),Securities & Exchange Commission (SEC),SENATE,Social Security Administration (SSA),State, Dept of (DOS),Transportation, Dept of (DOT),Treasury, Dept of,White House Office",,70000,0,0,2017-07-17T15:55:14.230000-04:00
1990192,fd5c1408-e5c4-447f-b356-d2923c0ae648,2T,RICH FEUER ANDERSON,84775,BIPARTISAN POLICY CENTER ADVOCACY NETWORK,2017,second_quarter,RET,Proposals to expand access to retirement savings plans and to promote sustainability of Social Security.,SENATE,5000,,0,1,2017-07-17T16:46:44.237000-04:00
1990610,afeb559f-7280-4145-9b44-bfe57bbd29ac,Q2,THORN RUN PARTNERS,400534596,AARP,2017,second_quarter,RET,Social Security changes to benefits and eligibility.,"HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2017-07-18T08:50:47.417000-04:00
1990644,b77e174f-de54-4c90-bf4a-5577661c2f92,Q2,THORN RUN PARTNERS,400534596,JACKSON NATIONAL LIFE INSURANCE COMPANY,2017,second_quarter,RET,Rules on plan fiduciaries' responsibilities with respect to brokerage windows in 401(k)s.,"HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2017-07-18T09:13:17.453000-04:00
1990706,adaad4e0-3c0a-4830-a394-d0509e711f25,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,2017,second_quarter,RET,401 (k) Disclosure:  Track Department of Labor rulemaking regarding 401 (k)fee disclosure.  Argue against possible changes to the tax treatment of life insurance products.,"Commodity Futures Trading Commission (CFTC),HOUSE OF REPRESENTATIVES,Risk Management Agency,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,530000,0,0,2017-07-18T09:37:58.407000-04:00
1990925,e9fb3f9d-e5ff-4812-b770-f3c81fe2b411,Q2,MUTUAL OF OMAHA,26284,MUTUAL OF OMAHA,2017,second_quarter,RET,"1210 -AB71 State run retirement plans rule.  
1210-AB32 - Fiduciary Rule definition
Defined Benefit plans - legislative changes
Defined Contribution Plans - legislative changes
S3471 - RESA - replace or repeal of state sponsored retirement plans
RISE Act - treatment of student loans, elimination of ROTH conversion, minimum distribution rules
S1221, HR 2823 Affordable Retirement Advice Protection Act, Affordable Advice for Savers Act - Fiduciary standard - liability under ERISA","HOUSE OF REPRESENTATIVES,SENATE",,95000,0,0,2017-07-18T10:40:26.697000-04:00
1990960,301569df-fd80-466c-b42c-22ca7a689ee7,Q2,"OWENS-ILLINOIS, INC",49646,OWENS-ILLINOIS INC,2017,second_quarter,RET,Pension and retirement issues; PBGC Premiums.,"Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",,210000,0,0,2017-07-18T10:46:47.120000-04:00
1991241,593679ec-5f6e-4e97-b3e4-3ecbdfb4f075,Q2,"PUBLIC SPHERE, INC.",401104153,"BOSTON ASSET MANAGEMENT ASSOCIATION, INC.",2017,second_quarter,RET,General overview for members and staff.,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2017-07-18T11:49:15.797000-04:00
1991279,4928f9d1-f7a2-46ec-ac7b-9e9972a47c90,Q2,"PUBLIC SPHERE, INC.",401104153,GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY,2017,second_quarter,RET,General company overview for members and staff; retirement policy; financial services; pension reform.,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2017-07-18T11:54:41.343000-04:00
1991289,24a112a5-f94a-4699-8dbf-3805a2e6c054,Q2,"PUBLIC SPHERE, INC.",401104153,"LPL FINANCIAL, LLC",2017,second_quarter,RET,General company overview for members and staff.,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2017-07-18T11:55:45.797000-04:00
1991333,56d2ea76-44d3-4175-b26b-f17972ebf41f,Q2,"PUBLIC SPHERE, INC.",401104153,PUTNAM INVESTMENTS,2017,second_quarter,RET,General company overview for members and staff; retirement policy; tax reform; pension reform,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2017-07-18T12:02:16.267000-04:00
1991491,dc6b1c6b-c138-47f4-b757-f9105d86fb3a,Q2,UPS (UNITED PARCEL SERVICE),39223,UPS (UNITED PARCEL SERVICE),2017,second_quarter,RET,- MEPPRA Funding - advocate for multi-employer pension reform.,"Commerce, Dept of (DOC),Defense, Dept of (DOD),Food & Drug Administration (FDA),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,State, Dept of (DOS),Transportation, Dept of (DOT),Transportation Security Administration (TSA),Treasury, Dept of,U.S. Customs & Border Protection,U.S. Immigration & Customs Enforcement (ICE),U.S. Trade Representative (USTR),White House Office",,1290436,0,0,2017-07-18T12:46:57.943000-04:00
1991545,3c692e73-61f0-42ba-8049-d5303bbd4493,Q2,"CAPITOL HILL STRATEGIES,  LLC",91774,INVESTMENT COMPANY INSTITUTE,2017,second_quarter,RET,Legislation to enhance retirement plan options.,"HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2017-07-18T12:53:18.287000-04:00
1991551,31a18158-d7f9-45c4-bfaa-1ed8abf82cc4,Q2,"CAPITOL HILL STRATEGIES,  LLC",91774,PRINCIPAL FINANCIAL GROUP,2017,second_quarter,RET,Issues related to proposed Department of Labor regulations on investment advice (Fiduciary Rule),"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2017-07-18T12:55:20.820000-04:00
1991558,b078cc2b-7227-4720-884c-5dc3b02649ba,Q2,"CAPITOL HILL STRATEGIES,  LLC",91774,PRUDENTIAL FINANCIAL INC,2017,second_quarter,RET,Legislation to enhance retirement plan options.,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2017-07-18T12:56:26.490000-04:00
1991663,268700bb-1630-42ea-b09a-5c53ff3ce3c6,Q2,SUMMIT STRATEGIES GOVERNMENT AFFAIRS LLC,401103550,THE ASSOCIATION OF UNION CONSTRUCTORS,2017,second_quarter,RET,Issues related to multiemployer pension reform.,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2017-07-18T13:26:34.400000-04:00
1991989,c0932e28-cfe8-49d1-bdc9-4751f64f949b,Q2,SQUIRE PATTON BOGGS,30906,AON SERVICE CORPORATION (FKA AON HEWITT),2017,second_quarter,RET,Advice regarding retirement-related legislation and regulatory reform.,"HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2017-07-18T14:15:26.390000-04:00
1992083,b0d2b44a-e936-41cc-924a-86dc98b6fecc,Q2,WINNING STRATEGIES WASHINGTON,50796,NATIONAL TROOPERS COALITION,2017,second_quarter,RET,Social Security Fairness Act (H.R. 1205) Social Security Fairness Act of 2017 (S.915),"HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2017-07-18T14:31:29.050000-04:00
1992167,c84ba46a-8af8-43ab-8d22-53c62d24ccc0,Q2,WINNING STRATEGIES WASHINGTON,50796,NEW JERSEY STATE FUNERAL DIRECTORS ASSOCIATION,2017,second_quarter,RET,Pension and Benefit Legislation,"HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2017-07-18T14:43:29.127000-04:00
1992368,9db14b92-01c0-4d38-906c-ee036cc331d2,Q2,"K&L GATES, LLP",32098,"CHARLES SCHWAB & CO., INC.",2017,second_quarter,RET,"H.R. 10, Financial CHOICE Act of 2017, entire bill. 
Issues related to the Securities and Exchange Commission's request for public comment on a fiduciary duty rule.
Regulatory issues regarding fiduciary duties pertaining to investment and retirement security.",Securities & Exchange Commission (SEC),20000,,0,0,2017-07-18T15:01:23.130000-04:00
1992374,4e99945b-9412-4224-b804-1ea10c2f0a03,Q2,WINNING STRATEGIES WASHINGTON,50796,PRUDENTIAL,2017,second_quarter,RET,Retirement.,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2017-07-18T15:02:25.787000-04:00
1992832,b8f17061-ff56-4caf-9b9d-81e7a85bd465,Q2,PRINCIPAL FINANCIAL GROUP,32178,PRINCIPAL FINANCIAL GROUP,2017,second_quarter,RET,"H.J. Res 66: This joint resolution nullifies a rule submitted by the Department of Labor's Employee Benefits Security Administration regarding savings arrangements established by states for non-governmental employees. (The rule describes circumstances in which state payroll deduction savings programs with automatic enrollment would not give rise to the establishment of employee pension benefit plans under the Employee Retirement Income Security Act of 1974 [ERISA]. It provides guidance to states designing the programs to reduce the risk of ERISA preemption of state laws and private-sector employers that may be covered by the state laws.)

H.J. Res 67: This joint resolution nullifies a rule submitted by the Department of Labor's Employee Benefits Security Administration regarding savings arrangements established by qualified state political subdivisions for non-governmental employees. (The rule amends a final regulation that describes how states may design and operate payroll deduction savings programs for private-sector employees, including programs that use automatic enrollment, without causing the states or private-sector employers to have established employee pension benefit plans under the Employee Retirement Income Security Act of 1974 [ERISA]. The amendment expands the regulation beyond states to cover qualified state political subdivisions and their programs that otherwise comply with the regulation.)

HR 761/S270: Pension and Budget Integrity Act of 2017 - This bill prohibits provisions that increase or extend an increase of Pension Benefit Guaranty Corporation (PBGC) premiums from being counted as an offset to determine budget points of order for legislation in the House or the Senate. 

H.R.854 Retirement Security for American Workers Act: This bill amends the Internal Revenue Code and the Employee Retirement Income Security Act of 1974 (ERISA) to modify the qualification requirements for certain multiple employer retirement plans. A multiple employer plan that meets certain criteria may not be disqualified or otherwise lose its tax-favored status because one or more participating employers fail to take actions required with respect to the plan. The bill applies to a multiple employer defined contribution plan or a plan that consists of Individual Retirement Accounts that either: (1) is sponsored by employers that both have a common interest other than having adopted the plan and control the plan, or (2) have a pooled plan provider. The bill does not apply unless the terms of the plan require a noncompliant employer to, subject to the discretion of the Internal Revenue Service, (1) transfer assets of the plan attributable to the employees of the noncompliant employer to other specified retirement plans, and (2) be liable for plan liabilities attributable to employees of the noncompliant employer. For the purposes of this bill, a defined contribution plan that is established or maintained for the purpose of providing benefits to the employees of two or more employers and that meets certain requirements (a pooled employer plan) is treated for the purposes of ERISA as a single plan that is a multiple employer plan. The bill modifies reporting requirements under ERISA that apply to pooled employer and multiple employer plans.

H.R.1688 /S.695: This bill requires the Department of the Treasury and the Department of Labor to cooperate to modify specified returns required for deferred compensation plans and other employee benefit plans to permit all members of a group of plans to file a single aggregated annual return or report satisfying the requirements of both the Internal Revenue Code and the Employee Retirement Income Security Act of 1974 (ERISA).   

H.R.1962/S852: Retirement Security Preservation Act of 2017 - This bill amends the Internal Revenue Code to modify the nondiscrimination requirements for certain defined benefit retirement plans that limit participation or certain features to a closed class, such as individuals who were hired before a certain date.

H.R.2055/S.868: Lifetime Income Disclosure Act - This bill amends the Employee Retirement Income Security Act of 1974 (ERISA) to require pension benefit statements to include a lifetime income disclosure at least once during any 12-month period.

S. 1321: The Affordable Retirement Advice Protection Act, The bill outlines a best 
interest standard as an alternative to the DOL fiduciary rule.

H.R. 2823: The Affordable Retirement Advice for Savers Act -  The bill would overturn the DOL fiduciary rule while requiring financial advisors to act in their clients best interest. The bill would also implement disclosure requirements to improve transparency.","HOUSE OF REPRESENTATIVES,SENATE",,395000,0,0,2017-07-18T15:55:41.887000-04:00
1993156,1727217c-5fe0-46bd-97b2-fa331ff0d359,Q2,AFL-CIO,363,AFL-CIO,2017,second_quarter,RET,"-HR 1902: Social Security 2100 Act
-Remove Social Security from unified budget-Senate Labor-HHS appropriations
-Social Security Expansion legislation (no bill)
-SSA hiring freeze
-HR 1251-SS CPI-E Act of 2017
-Supplemental insurance restoration act
-Protection of social security benefits, restoration act
-Social security: benefit limits
-Retirement security
-H.J. Res 66, 67: Re: savings arrangements for non-government employees
-S.731: Social Security Expansion Act
- Protecting and Preserving Social Security Act
H.R. 179: Miners Protections Act of 2017","Commerce, Dept of (DOC),Defense, Dept of (DOD),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,U.S. Trade Representative (USTR),White House Office",,880000,0,0,2017-07-18T16:37:58.033000-04:00
1993174,9b748786-0526-4806-8fe4-11885f7747e4,Q2,"PORTERFIELD, FETTIG & SEARS, LLC",305054,STATE FARM INSURANCE COMPANIES,2017,second_quarter,RET,"Implementation and modification to proposed rulemaking entitled ""Definition of the Term Fiduciary; Conflict of Interest Rule - Retirement Investment Advice"" published by the U.S. Department of Labor (80 FR 21927).","Federal Reserve System,HOUSE OF REPRESENTATIVES,SENATE",70000,,0,0,2017-07-18T16:39:07.643000-04:00
1993225,9b90ba9b-7030-48c9-8c3e-29247179cb65,Q2,"WASTE MANAGEMENT, INC.",40692,"WASTE MANAGEMENT, INC.",2017,second_quarter,RET,Pension reform,"HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT)",,999999999,0,0,2017-07-18T16:42:26.673000-04:00
1993361,7f29552a-c907-4350-8951-5ebf769917b9,Q2,THE CHARLES SCHWAB CORPORATION,34637,CHARLES SCHWAB CORPORATION,2017,second_quarter,RET,"Department of Labor Final Rule on the Definition of the Term Fiduciary and Conflicts of Interest - Retirement Investment Advice (RIN 1210-AB32) and its related Proposed Best Interest Contract Exemption, Proposed Class Exemption for Principal Transactions.  Legislative proposals related to these rules.  Impact of potential tax reform on retirement savings.","HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of,White House Office",,520000,0,0,2017-07-18T17:13:03.113000-04:00
1993476,63c742fd-ba86-4588-8c2c-5bdde72241eb,Q2,"FORSCEY, PLLC",52880,"WRITERS GUILD OF AMERICA, WEST",2017,second_quarter,RET,Monitor proposed amendments to and implementation of the Multi-Employer Pension Reform Act of 2014.,"Federal Communications Commission (FCC),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE",30000,,0,0,2017-07-18T17:50:35.917000-04:00
1993798,454240cd-58d4-4bc2-a9d2-ea61743f800d,Q2,ALYSON PARKER,401104026,NATIONAL RETIREE LEGISLATIVE NETWORK,2017,second_quarter,RET,Pension issues such as pension plan mergers,"Centers For Medicare and Medicaid Services (CMS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE",15000,,0,0,2017-07-18T22:08:35.837000-04:00
1994260,21fbbbb0-f7e5-4701-950b-337150a1336f,Q2,NESTLE USA,29037,NESTLE USA,2017,second_quarter,RET,"Provisions in the Multiemployer Pension Reform Act of 2014 (MPRA) included in H.R. 83, the Consolidated and Further Continuing Appropriations Act, 2015 (Pub. Law 113-235); additional proposals to modernize multiemployer plans; and regulations related to MPRA","Agriculture, Dept of (USDA),Centers For Medicare and Medicaid Services (CMS),Executive Office of the President (EOP),Food & Drug Administration (FDA),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of,U.S. Trade Representative (USTR)",,675000,0,0,2017-07-19T09:17:45.370000-04:00
1994430,7cfb7fd5-f5f7-4fde-b5ee-36d53c8f5a64,Q2,"WEBSTER, CHAMBERLAIN & BEAN, LLP",40830,NATIONAL ORGANIZATION OF SOCIAL SECURITY CLAIMANTS' REPRESENTATIVES,2017,second_quarter,RET,Social Security issues,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2017-07-19T09:54:53.903000-04:00
1994573,b67d7b4b-3bf9-4df9-aef5-75fe02e4c6c3,Q2,AMERICAN BENEFITS COUNCIL,4675,AMERICAN BENEFITS COUNCIL,2017,second_quarter,RET,"Legislative
Protecting American Families Retirement Advice Act - H.R. 355
Pension and Budget Integrity Act of 2017 - S. 270/H.R. 761
Retirement Security for American Workers Act - H.R. 854
Retirement Security Preservation Act of 2017 - S.852/H.R. 1962 
Lifetime Income Disclosure Act - S. 868/H.R. 2055
Shrinking Emergency Account Losses Act of 2017 (SEAL Act) - S. 940
Savings Enhancement by Alleviating Leakage in 401(k) Savings Act - H.R. 2030
Keep Our Pension Promises Act - S. 1076 
Affordable Retirement Advice Protection Act - S. 1321
Affordable Retirement Advice for Savers Act - H.R. 2823

Regulatory and Other
Electronic communication and disclosure of benefits information 
Mortality table updates 
Non-discrimination issues affecting defined benefit plans 
PBGC premiums
PBGC Early Warning Program
Hybrid plan rules, including Pension Equity Plans 
Fiduciary Definition Rule 
Presidential Executive Order: Reducing Regulation and Controlling Regulatory Cost
Presidential Executive Order: Core Principles for Regulating the United States Financial System
Joint Resolutions disapproving of the U.S. Department of Labors (DOL) regulations validating state-based retirement plans - H.J. RES. 66 & H. J. RES. 67
New Claims Procedures - Disability Benefits (DOL, EBSA)
Executive & nonqualified deferred compensation
Multiemployer pension plan issues
State retirement plan initiatives  
Plan administration - certification of hardship withdrawals and determination letter program 
Paid leave proposals and issues
Student loan repayment benefit
Missing Participants 
Tax reform - employer sponsored retirement tax incentives and other proposals
Fiscal Year FY 2018 federal budget outline:  provisions impacting employer-sponsored benefits","Centers For Medicare and Medicaid Services (CMS),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of,White House Office",,276797,0,0,2017-07-19T10:20:24.487000-04:00
1994618,59e1ebf1-4b8f-4dcd-a202-9d8602f72d2d,Q2,FINANCIAL EXECUTIVES INTERNATIONAL,14520,FINANCIAL EXECUTIVES INTERNATIONAL,2017,second_quarter,RET,"Retirement plans; tax policy related to retirement plans, nondiscrimination testing in pension plans, multiemployer defined benefit pension plans; PBGC premium increases","Commodity Futures Trading Commission (CFTC),Defense Contract Audit Agency (DCAA),Defense, Dept of (DOD),Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,Government Accountability Office (GAO),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Natl Economic Council (NEC),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,25674,0,0,2017-07-19T10:23:52.407000-04:00
1994636,e013c990-aa63-4a88-87b1-6adadd4a709d,Q2,UNITED MINE WORKERS OF AMERICA,39187,UNITED MINE WORKERS OF AMERICA,2017,second_quarter,RET,"S. 175/HR 179 The Miners Protection Act
S. 176/HR 1613 HELP for Coal Miners Act of 2017
S. 1105/HR 1473 The Miners Pension Protection  Act
HR 1628 American Health Care Act (AHCA) or Better Care Reconciliation Act of 2017 (BCRA)","HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),SENATE",,170871,0,0,2017-07-19T10:26:00.207000-04:00
1994712,0bfd2707-367b-4686-b8ff-51045f6c082d,Q2,DAVIS & HARMAN LLP,11674,AMERICAN BENEFITS COUNCIL,2017,second_quarter,RET,"Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding and multiemployer plan issues. Issues related to tax incentives for retirement savings. Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals to increase PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to PBGC collections and PBGC disclosure issues. Proposals related to electronic disclosure of information under ERISA. Proposals regarding compliance of retirement plans. Issues related to use of brokerage windows in defined contribution plans. Proposals to reform the multiple employer plan rules. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. Proposals related to stretch IRAs. Issues related to access to death master file. Issues related to government issues mortality tables. Proposals to amend the nondiscrimination provisions to protect older, longer service employees. Issues related to swap, margin, and capital rules. State-administered retirement plan initiatives. Annuitization with respect to defined benefit plans. QLACs. Effects of corporate integration on retirement plans. House Republican Task Force Blueprint. Proposals that would consolidate various retirement and IRA types. Proposals to create a retirement lost and found. H.J. Res. 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees. H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employee. Issues related to paid leave.","HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE,White House Office",70000,,0,0,2017-07-19T10:37:58.003000-04:00
1995065,a256b7e2-63a7-4930-86fa-593515c6041d,Q2,BUCHANAN INGERSOLL & ROONEY PC,55291,"THE RITESCREEN COMPANY, LLC",2017,second_quarter,RET,Development of companys government relations objectives and strategy with respect to Coal Act retirees issue.,"HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2017-07-19T11:15:40.257000-04:00
1995100,b5860689-908c-40d3-85eb-941e77cd48c8,Q2,UNIVERSITY OF IOWA,49191,UNIVERSITY OF IOWA,2017,second_quarter,RET,N/A,"Administration for Children & Families (ACF),Agriculture, Dept of (USDA),Centers For Medicare and Medicaid Services (CMS),Defense, Dept of (DOD),Education, Dept of,Energy, Dept of,Health & Human Services, Dept of (HHS),Health Resources & Services Administration (HRSA),HOUSE OF REPRESENTATIVES,Natl Institutes of Health (NIH),Office of Management & Budget (OMB),SENATE,State, Dept of (DOS),Transportation, Dept of (DOT)",,86662,0,0,2017-07-19T11:19:05.057000-04:00
1995193,28aec0cd-3c1b-4f86-b43b-1cb36375b4e3,2A,"WASTE MANAGEMENT, INC.",40692,"WASTE MANAGEMENT, INC.",2017,second_quarter,RET,Pension reform,"HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT)",,200000,0,0,2017-07-19T11:25:49.743000-04:00
1995358,deef064e-7672-4868-a7c9-f17e8806480a,Q2,BUCHANAN INGERSOLL & ROONEY PC,55291,PLAY SHORTSTOP LLC,2017,second_quarter,RET,"Development of government relations strategy relating to clarifying tax treatment of retired national sales directors, IRC Section 1402(k)","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2017-07-19T11:37:40.197000-04:00
1995420,f7195f1f-f258-4cfe-9f9c-8aba50b6f019,Q2,"HARBINGER STRATEGIES, LLC",401103523,PRINCIPAL FINANCIAL GROUP,2017,second_quarter,RET,"Tax Reform, Retirement Policy, Financial Services","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2017-07-19T11:43:26.887000-04:00
1995468,e6feff4a-594c-4a02-ac97-c6cae7af0dcd,Q2,NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION,28674,NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION,2017,second_quarter,RET,"The association monitors and reacts to policy concepts that may impact its ability to continue providing 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, no issues or introduced measures in this category were focused upon.","Agriculture, Dept of (USDA),HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE,White House Office",,250000,0,0,2017-07-19T11:48:58.293000-04:00
1995649,d6da80b6-8f2b-47e9-b977-44abac9f6a0f,Q2,HOGAN LOVELLS US LLP,18422,CALIFORNIA STATE TEACHERS' RETIREMENT SYSTEM,2017,second_quarter,RET,Possible proposals to impose mandatory coverage under Social Security of state and local government employees and provide relief under Social Security benefit offsets; proposals regarding Medicare coverage.,"HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2017-07-19T12:10:57.513000-04:00
1995718,6a7bd9d4-70bf-4806-9e9e-e77fcf9c288c,Q2,"AMERICAN POSTAL WORKERS UNION, AFL-CIO",3138,AMERICAN POSTAL WORKERS UNION AFL-CIO,2017,second_quarter,RET,"H.R. 1251 CPI-E Act of 2017
H.R. 1205 Social Security Fairness Act of 2017
S. 427 Social Security Expansion Act","HOUSE OF REPRESENTATIVES,SENATE",,97000,0,0,2017-07-19T12:19:50.920000-04:00
1996151,5750966b-f538-457b-af89-ff7b131ab116,Q2,PITTA BISHOP & DEL GIORNO LLC,400329547,INTERNATIONAL BROTHERHOOD OF TEAMSTERS,2017,second_quarter,RET,Proposal to create public/private partnership to provide access to employers to fund defined benefit pension plans.,"Executive Office of the President (EOP),Treasury, Dept of",20000,,0,0,2017-07-19T13:18:18.537000-04:00
1996176,baac0225-ad3c-41b6-b574-a518fd705521,Q2,XEROX CORPORATION,42001,XEROX CORPORATION,2017,second_quarter,RET,"H.R. 761 and S. 270, Pension and Budget Integrity Act - Legislation seeking to prohibit Congress from using PBGC premium increases as a way to balance the federal budget.","Commerce, Dept of (DOC),HOUSE OF REPRESENTATIVES,SENATE",,320000,0,0,2017-07-19T13:20:35.600000-04:00
1996223,db6b09b2-83a7-4b2e-bcf3-cb5a34cbb14b,Q2,SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN,35068,SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN,2017,second_quarter,RET,"Support Davis-Bacon - Oppose amendment to S. Con. Res. 3, The Fiscal Year 2017 Budget Resolution

Encourage Vice President-Elect Pence to support Project Labor Agreements (PLA) in federal construction projects where appropriate by sustaining Executive Order 13502

Support Davis-Bacon - Oppose The Transportation Investment Recalibration to Equality (TIRE) Act

Oppose ""Fair and Open Contracting Act of 2017"" - S. 622, H.R. 1552","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2017-07-19T13:25:00.100000-04:00
1996742,41cbc1e4-6d86-4032-be7a-c1bd3bd69e58,Q2,KELLANOVA,21335,KELLANOVA,2017,second_quarter,RET,"S. 489, Pension Accountability Act; S. 270, Pension and Budget Integrity Act of 2017; H.R. 761, Pension and Budget Integrity Act of 2017","HOUSE OF REPRESENTATIVES,SENATE",,100000,0,0,2017-07-19T14:02:50.260000-04:00
1996780,e42eb78a-dc6b-4711-857b-a6638d09e90d,Q2,"MERCURY PUBLIC AFFAIRS, LLC",70175,"PRIMERICA, INC.",2017,second_quarter,RET,"Department of Labor final rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); H.R. 1090, the Retail Investor Protection Act, provisions relating to the Department of Labor coordinating retail customer standards of conduct with the Securities and Exchange Commission to minimize regulatory conflicts; H.R. 4293, the Affordable Retirement Advice Protection Act; H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support Act.","HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE",20000,,0,0,2017-07-19T14:06:16.073000-04:00
1996829,bbd544c4-06ff-463e-87fe-340a45a957aa,Q2,VANGUARD GROUP,291058,VANGUARD GROUP,2017,second_quarter,RET,"Issues in support of providing for electronic delivery of ERISA mandated retirement information
Issues related to the Department of Labors proposed fiduciary standard regulations as well as their effective date
Issues related to tax incentives for retirement savings; encourage retention of current tax incentives 
Issues related to employee benefit plan administration 
Issues related to MyRA 
Issues related to limitations on retirement plan contributions or assets 
Issues related to state-based and municipal based retirement plans for private sector workers 
Issues related to multiple-employer retirement plans 
Issues related to retirement coverage proposals 
Issues related to removing the prohibition on 403(b) plans investing in collective investment trusts 
Issues related to expanding relief under IRS Employee Plans Compliance Resolution Systems (EPCRS) 
Issues related to auto-enrollment safe harbor 
Issues related to improving, simplifying, and enhancing retirement plans 
Issues related to lifetime income options 
Issues related to federal budget implications for retirement and health benefits 
Issues related to universal savings account vehicles","Commodity Futures Trading Commission (CFTC),Federal Reserve System,Federal Trade Commission (FTC),Government Accountability Office (GAO),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,590000,0,0,2017-07-19T14:08:48.887000-04:00
1996854,149d538c-ae4d-4473-9b5e-a543bd136fbc,Q2,AMERICAN ACADEMY OF ACTUARIES,1318,AMERICAN ACADEMY OF ACTUARIES,2017,second_quarter,RET,Lifetime income issues; applications by multiemployer pension plans in critical and declining status to suspend benefits; MPRA applications; report on Social Security benefits; comments on pension related revenue offsets; cash balance plans; Hill briefing on multiemployer plans.,"Centers For Medicare and Medicaid Services (CMS),Congressional Budget Office (CBO),Government Accountability Office (GAO),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of",,61000,0,0,2017-07-19T14:11:03.340000-04:00
1997212,4708e15d-be05-4a2f-936f-971a0aab17df,Q2,TRANSPORTATION COMMUNICATIONS NATIONAL UNION/IAM (FKA TRANSPORTATION COMMUNICATI,38368,TRANSPORTATION COMMUNICATIONS NATIONAL UNION/IAM (FKA TRANSPORTATION COMMUNICATI,2017,second_quarter,RET,Railroad Retirement Board - TCU meets periodically with the Railroad Retirement Board to discuss the trust's status as well as occupational disability benefits.,"AMTRAK - Natl Railroad Passenger Corporation,HOUSE OF REPRESENTATIVES,Railroad Retirement Board,SENATE",,250000,0,0,2017-07-19T14:32:01.420000-04:00
1997233,641badd8-a43d-4758-9f4e-ab2fa7c396e2,Q2,COVINGTON & BURLING LLP,11195,"JOHN HANCOCK LIFE INSURANCE COMPANY (USA) (FKA JOHN HANCOCK FIN. SERVICES, INC.)",2017,second_quarter,RET,Retirement security; long term care insurance.,"HOUSE OF REPRESENTATIVES,SENATE",70000,,0,0,2017-07-19T14:34:17.170000-04:00
1997259,2ab1b0b7-4513-4321-bdaa-649a65e8ebb1,Q2,INTERNATIONAL BROTHERHOOD OF BOILERMAKERS,19811,INTERNATIONAL BROTHERHOOD OF BOILERMAKERS,2017,second_quarter,RET,Multi-employer Pension Reform,"Energy, Dept of,Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE",,90000,0,0,2017-07-19T14:37:39.467000-04:00
1997277,ccd7944d-2f08-4325-aab2-cd047a419b6b,Q2,COVINGTON & BURLING LLP,11195,UNISYS CORPORATION,2017,second_quarter,RET,Pension reform.,"HOUSE OF REPRESENTATIVES,SENATE,White House Office",30000,,0,0,2017-07-19T14:39:53.597000-04:00
1997334,81322dfd-6e28-488d-bb95-c7ae282e2ea0,Q2,NATIONAL ORGANIZATION OF SOCIAL SECURITY CLAIMANTS' REPRESENTATIVES,28253,NATIONAL ORGANIZATION OF SOCIAL SECURITY CLAIMANTS' REPRESENTATIVES,2017,second_quarter,RET,"Social Security Issues

Better Care Reconciliation Act of 2017 - oppose bill
American Health Care Act of 2017 (HR 1628) - oppose bill","HOUSE OF REPRESENTATIVES,SENATE,Social Security Administration (SSA)",,80000,0,0,2017-07-19T14:44:35.107000-04:00
1997378,75a24d9b-4324-4d3f-bdc1-7bd6342821aa,Q2,"HARBINGER STRATEGIES, LLC",401103523,CAPITAL GROUP,2017,second_quarter,RET,"Monitoring and advocating re:tax reform, pension/retirement policy, and financial services policy.","HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2017-07-19T14:50:07.860000-04:00
1997418,c9b6f8c9-f5c7-4963-8a1a-d4f6e3d4a423,Q2,"LOCKRIDGE, GRINDAL, NAUEN, PLLP",23053,HEALTHWORKS,2017,second_quarter,RET,Affordable Care Act (PL 111-148) Implementation,"HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2017-07-19T14:52:34.513000-04:00
1997689,bbf3763c-768a-47f8-b933-561918c9c41d,Q2,"CGCN GROUP, LLC",76992,INVESTMENT COMPANY INSTITUTE,2017,second_quarter,RET,Proposed ERISA fiduciary investment advice rule; eDelivery (in connection with 401(k) fee disclosure rules).,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2017-07-19T15:10:39.573000-04:00
1997882,6d9263bc-b008-485a-91cc-2184f0589e5b,Q2,"HECHT LATHAM SPENCER & ASSOCIATES, INC., FORMERLY KNOWN AS HECHT SPENCER & ASSOC",17966,BOY SCOUTS OF AMERICA,2017,second_quarter,RET,Draft bill to amend Pension Benefit Guarantee Agency premium rules.,"HOUSE OF REPRESENTATIVES,SENATE",45000,,0,0,2017-07-19T15:20:49.827000-04:00
1998177,a5904583-727a-49d8-b08c-0d165a13c74c,Q2,HANCE SCARBOROUGH,17443,ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS,2017,second_quarter,RET,Issues related to social security benefits for public educators.,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2017-07-19T15:38:01.577000-04:00
1998458,dd2f0068-4c99-4056-83d1-455b78d43b38,Q2,AKIN GUMP STRAUSS HAUER & FELD,682,FMR LLC,2017,second_quarter,RET,Retirement savings proposals/issues; state run retirement plans (H.J. Res 66).,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2017-07-19T15:58:29.423000-04:00
1998486,5c1980db-6822-4178-9ef1-b6d619374c3d,Q2,DAVIS & HARMAN LLP,11674,LINCOLN NATIONAL CORPORATION,2017,second_quarter,RET,Comprehensive pension and retirement savings legislation.,"HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2017-07-19T16:01:47.580000-04:00