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
2139491,0832e9c1-6227-46c3-9527-c4b500134e54,Q2,"LOCKRIDGE, GRINDAL, NAUEN, PLLP",23053,HEALTHWORKS,2018,second_quarter,RET,Affordable Care Act (PL 111-148) Implementation,"HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2018-06-27T12:29:12.690000-04:00
2139844,298a2ae4-86ad-491f-86d3-dd8f218fbe24,Q2,"INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO",50400,INTERNATIONAL UNION OF POLICE ASSOCIATIONS AFL-CIO,2018,second_quarter,RET,"HR1205, Medicare for those with mandatory retirement age (public safety).","HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE",,20000,0,0,2018-07-02T12:41:49.323000-04:00
2140046,93423501-0002-4379-b609-042fc9820fbb,Q2,"DOUCET CONSULTING SOLUTIONS, LLC",401104418,WILLIAMS AND JENSEN ON BEHALF OF LOS ANGELES COUNTY EMPLOYEES' RETIREMENT SYSTEM,2018,second_quarter,RET,"Opposition the Public Pension Employee Transparency Act, H.R. 6290","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2018-07-03T10:14:21.743000-04:00
2140201,3872f988-5493-4e39-824b-43ee0322ce0c,Q2,MR. DONALD KANIEWSKI,322693,LABORERS INTERNATIONAL UNION OF NORTH AMERICA,2018,second_quarter,RET,Lobbied in support of reforming multi-employer pension plans and PBGC issues.,"HOUSE OF REPRESENTATIVES,SENATE",22500,,0,0,2018-07-03T16:20:45.303000-04:00
2140235,df158db3-b79b-438b-ae8b-7a35fe212015,Q2,PETER TURZA,401103236,"ABF FREIGHT SYSTEMS, INC.",2018,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,,0,0,2018-07-04T11:52:34.513000-04:00
2140690,0ac35c4d-2170-498b-b635-212c3021141d,Q2,"ALLON ADVOCACY, LLC",401104657,YODLEE INC.,2018,second_quarter,RET,"Fiduciary standards, including the Department of Labor's fiduciary rule.","Consumer Financial Protection Bureau (CFPB),Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,Federal Trade Commission (FTC),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Natl Economic Council (NEC),Office of the Comptroller of the Currency (OCC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",90000,,0,0,2018-07-06T14:40:20.087000-04:00
2140916,97fadec8-80a5-472d-b5d5-64fed8509027,Q2,MR. MARK REY,400454181,NATIONAL OLDER WORKERS CAREER CENTER,2018,second_quarter,RET,Assisting retired federal workers secure new employment opportunities,"HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),SENATE,U.S. Forest Service",6000,,0,0,2018-07-08T15:34:29.300000-04:00
2141127,902d7c87-6d69-4117-8e42-158b26acac3a,Q2,"NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC.",26980,"NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC.",2018,second_quarter,RET,Social Security Fairness Act; Government Pension Offset and Windfall Elimination Provision reform; protecting state and local public pensions; opposition to the Public Employee Pension Transparency Act,"Bureau of Justice Assistance,HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Office of Justice Program,SENATE,Treasury, Dept of,U.S. Postal Service (USPS),White House Office",,40000,0,0,2018-07-09T14:29:50.753000-04:00
2141382,6d562652-4534-4732-aa46-4e21332a7eb8,Q2,DANEA KEHOE,67570,NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS,2018,second_quarter,RET,"Pension simplification, lifetime disclosure isssues","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",10000,,0,0,2018-07-10T06:38:26.377000-04:00
2141528,67c7bbfb-f0d7-4bdf-b9e5-ea4228d80cc5,Q2,MR. ROBERT LEVI,401104269,UNITED POSTMASTERS AND MANAGERS OF AMERICA,2018,second_quarter,RET,"Issues impacting the Civil Service Retirement System and the Federal Employees Retirement System
HR 1205/S 915, the Social Security Equity Act
HR 873, Thrift Savings Plan Modernization Act
HR 1251, CPI-E Act","Federal Retirement Thrift Investment Board,HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),Office of Personnel Management (OPM),Postal Regulatory Commission,President of the U.S.,SENATE,Treasury, Dept of,U.S. Postal Service (USPS)",20000,,0,0,2018-07-10T10:59:06.040000-04:00
2141603,ee8fe6ad-604a-4fa2-abf1-22a4a41bdabb,2A,"DOUCET CONSULTING SOLUTIONS, LLC",401104418,WILLIAMS AND JENSEN ON BEHALF OF LOS ANGELES COUNTY EMPLOYEES' RETIREMENT SYSTEM,2018,second_quarter,RET,"Opposition to the Public Employee Pension Transparency Act, H.R. 6290","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2018-07-10T12:01:36.483000-04:00
2141649,94ca05ef-6e64-449b-abad-37121d9142b3,Q2,NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS,26901,NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS,2018,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, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and  H.R. 3857. 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 including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, H.R. 937, S. 2526 and H.R. 5282.","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",,578000,0,0,2018-07-10T13:33:13.370000-04:00
2141700,58b1ebd8-f56c-48ae-8fb8-55e54c1bf479,Q2,FLEET RESERVE ASSOCIATION,14781,FLEET RESERVE ASSOCIATION,2018,second_quarter,RET,"S.339/H.R.846 - Military Widow's Tax Elimination Act, H.R.3011 - Military Retiree Survivor Comfort Act, H.R.333 - Disabled Veterans Tax Termination Act, H.R.303/S.66 - Retired Pay Restoration Act","HOUSE OF REPRESENTATIVES,SENATE",,120000,0,0,2018-07-10T14:35:12.267000-04:00
2142032,5b8e3a4a-9798-4077-8b4e-f149d43b926c,Q2,"BUILDING AND CONSTRUCTION TRADES DEPT., AFL-CIO",7383,BUILDING AND CONSTRUCTION TRADES DEPT AFL-CIO,2018,second_quarter,RET,"HR 4997 - Giving Retirement Options to Workers (GROW) Act of 2018 - To amend the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986 to authorize a new composite multiemployer pension plan design. Entire bill. 

Multi-Employer Pension Plan Reform - Promoting general pension reform that will help trustees strengthen pension plans with the cooperating of both labor and management. No bill.","HOUSE OF REPRESENTATIVES,SENATE",,160000,0,0,2018-07-11T09:55:30.263000-04:00
2142127,5f2c42cd-46b6-4be8-b0cc-d8a281e8cc85,Q2,MWR CONSULTING,401104301,"HOLLISTER, INC.",2018,second_quarter,RET,Employee Retirement Income Security Act,"Centers For Medicare and Medicaid Services (CMS),HOUSE OF REPRESENTATIVES,SENATE",45000,,0,0,2018-07-11T10:44:26.063000-04:00
2142213,d853a7e2-d128-453c-b78a-a7c7254e69d8,Q2,GROSSMANHEINZ,401103091,RETIREMENT SECURITY GROUP,2018,second_quarter,RET,"Issues regarding the funding of Multi-Employer Pension Plans, Funding and solvency of the PBGC Multi-Employer Fund.

S 2147 Butch Lewis Act of 2017 - This bill establishes the Pension Rehabilitation Administration within the Department of the Treasury and a related trust fund to make loans to certain multi-employer defined benefit pension plans.

HR 4997 GROW Act of 2018 - This bill amends the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986 to authorize a new composite multi-employer pension plan design.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",50000,,0,0,2018-07-11T11:41:35.543000-04:00
2142216,223b7071-bd3f-41b8-a119-e8cadcb15d98,Q2,GROSSMANHEINZ,401103091,UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA,2018,second_quarter,RET,"Issues regarding the funding of Multi-Employer Pension Plans, Funding and solvency of the PBGC Multi-Employer Fund.

S 2147 Butch Lewis Act of 2017 - This bill establishes the Pension Rehabilitation Administration within the Department of the Treasury and a related trust fund to make loans to certain multi-employer defined benefit pension plans.

HR 4997 GROW Act of 2018 - This bill amends the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986 to authorize a new composite multi-employer pension plan design.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",30000,,0,0,2018-07-11T11:43:38.333000-04:00
2142590,aad37355-a361-4013-87c0-e17d68ff79b0,Q2,"THE CAPITAL GROUP COMPANIES, INC. AND ITS AFFILIATES",401103539,"THE CAPITAL GROUP COMPANIES, INC. AND ITS AFFILIATES",2018,second_quarter,RET,"Retirement and money market fund issues, including proposed fiduciary standards.","HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE",,450000,0,0,2018-07-11T15:57:31.230000-04:00
2142694,2cd4b6b4-0b82-4cc7-b132-31f8749b18f4,Q2,MULLETT STRATEGIES LLC,401103987,"YRC ENTERPRISE SERVICES, INC",2018,second_quarter,RET,Multi-employer pension plan legislative change or relief.,"Federal Motor Carrier Safety Administration,HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2018-07-11T18:20:34.123000-04:00
2142831,e5598abf-a810-4b4f-862d-92391998c906,Q2,MUTUAL OF OMAHA,26284,MUTUAL OF OMAHA,2018,second_quarter,RET,"1210-AB32 - Fiduciary Rule definition
S2526; HR 5282 - Retirement Enhancement & Savings Act of 2018 - changes to RESA 2016
RISE Act - treatment of student loans, elimination of ROTH conversion, minimum distribution rules
S1321, HR 2823 Affordable Retirement Advice Protection Act, Affordable Advice for Savers Act - Fiduciary standard - liability under ERISA
HR 3596 - Rightsizing Pension Premiums Act of 2017 - PBGC premiums
HR 2030 - SEAL Act - 401(k) loan balance treatment at termination
1122324-15 - Mortality tables under defined benefit pension plans.
HR 4610 - RETIRE Act - Electronic delivery of pension plan documents.
HR 3857 - PASS Act of 2017 - best-interest standard, fiduciary rule.
Retirement Plan Simplification & Enhancement Act of 2017 - age requirements, Saver's Credit.","HOUSE OF REPRESENTATIVES,SENATE",,102000,0,0,2018-07-12T10:36:56.610000-04:00
2142873,7ea1e155-89dc-47e0-8ce7-08853d5676b0,Q2,SOCIAL SECURITY WORKS,401048957,SOCIAL SECURITY WORKS,2018,second_quarter,RET,"Expanded & Improved Medicare for All Act (Ellison)
Medicare for All Act (Sanders)
FY19 Social Security Administration Funding
Social Security Paper Statements
CREATES Act (Leahy)
Social Security Administration Office Closings
Social Security Trustees Report
Against Trump Administration Drug Price proposal
Against Rubio Paid Family Leave proposal
SSI Restoration Act","HOUSE OF REPRESENTATIVES,SENATE,Social Security Administration (SSA)",,12000,0,0,2018-07-12T11:09:28.553000-04:00
2142924,b335e550-7ae7-4dcd-86b5-3c8285f3cb64,Q2,UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA,39063,UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA,2018,second_quarter,RET,"H.R. 4997, the ""Giving Retirement Options to Workers (GROW) Act of 2018"", to amend the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986 to authorize a new composite multiemployer pension plan design; entire bill.

S. 2147, the ""Butch Lewis Act of 2017,"" to amend the Internal Revenue Code of 1986 to create a Pension Rehabilitation Trust Fund, and to establish a Pension Rehabilitation Administration within the Department of the Treasury to make loans to multiemployer defined benefit plans; entire bill.

H.R. 4444, the ""Rehabilitation for Multiemployer Pensions Act,"" to amend the Internal Revenue Code of 1986 to create a Pension Rehabilitation Trust Fund, and to establish a Pension Rehabilitation Administration within the Department of the Treasury to make loans to multiemployer defined benefit plans; entire bill.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",,130000,0,0,2018-07-12T11:32:54.350000-04:00
2142929,8e651104-38e5-4ba1-b968-b5ae36fa2b3e,Q2,ALYSON PARKER,401104026,NATIONAL RETIREE LEGISLATIVE NETWORK,2018,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,,0,0,2018-07-12T11:33:56.507000-04:00
2143224,8aa95e37-213d-4b56-8f44-5dd18925ecb4,Q2,KEVIN KAYES,401104434,ARCBEST,2018,second_quarter,RET,Multi-employer pension plans,"HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2018-07-12T15:55:13.187000-04:00
2143226,100af04e-1cf6-4dbc-af56-ab19d095b152,Q2,KEVIN KAYES,401104434,THE BROADWAY LEAGUE INC.,2018,second_quarter,RET,Multiemployer Pension Funds,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2018-07-12T15:57:15.327000-04:00
2143241,b4fe50bb-6ac4-4267-9cb9-0ec75408e52e,Q2,"FORSCEY, PLLC",52880,"WRITERS GUILD OF AMERICA, WEST",2018,second_quarter,RET,Monitor the Joint Select Committee on Solvency of Multi-employer Pension Plans in support of proposals to provide a loan program for certain distressed multi-employer plans; reform the MEPRA of 2014 and the funding of the Pension Benefit Guarantee Corporation (PBGC) and the funding of multi-employer pension plans generally.,"Federal Communications Commission (FCC),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE",30000,,0,0,2018-07-12T16:01:22.357000-04:00
2143658,d536d880-643c-48c3-b1b0-729e996cc649,Q2,NATIONAL COUNCIL OF FARMER COOPERATIVES,27638,NATIONAL COUNCIL OF FARMER COOPERATIVES,2018,second_quarter,RET,"H.R. 3596 Rightsizing Pension Premiums Act of 2017; provisions impacting agriculture and farmer cooperatives

H.R. 5282, Retirement Enhancement and Savings Act of 2018; provisions impacting agriculture and farmer cooperatives","Agriculture, Dept of (USDA),Army, Dept of (Corps of Engineers),Commerce, Dept of (DOC),Commodity Futures Trading Commission (CFTC),Environmental Protection Agency (EPA),Food & Drug Administration (FDA),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Transportation, Dept of (DOT),U.S. Trade Representative (USTR)",,349100,0,0,2018-07-13T11:39:31.273000-04:00
2143957,5b9c3d64-ed52-4258-992b-8f53f6c48dfe,Q2,SIFF & ASSOCIATES PLLC,400665998,"CENTER FOR CAPITAL MARKETS COMPETITIVENESS, U.S. CHAMBER OF COMMERCE",2018,second_quarter,RET,"Proposed rule to extend the transition period and delay the applicability dates of the ""Definition of the Term 'Fiduciary'; Conflict of Interest Rule-Retirement Investment Advice"" final rule and related Prohibited Transaction Exemptions; 82 Fed. Reg. 41365 (August 31, 2017).  Seeking to ensure that any changes to U.S. Department of Labor Interpretive Bulletin 2015-1 relating to fiduciary standards under ERISA in considering economically targeted investments, published Oct. 26, 2015, do not needlessly curtail pension fund investments in infrastructure development that are otherwise prudent investments for a plan to make.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",30000,,0,0,2018-07-13T15:12:38.987000-04:00
2143966,3ea1635d-be3c-4102-ab48-fc78452004c2,Q2,SIFF & ASSOCIATES PLLC,400665998,FMR LLC,2018,second_quarter,RET,"S. 2526, the ""Retirement Enhancement and Savings Act of 2018,"" legislation to amend the Internal Revenue Code of 1986 to encourage employers to offer defined contribution plans, expand access to various retirement savings options, and permit e-delivery of financial documents; entire bill. Proposed rule to extend the transition period and delay the applicability dates of the ""Definition of the Term 'Fiduciary'; Conflict of Interest Rule-Retirement Investment Advice"" final rule and related Prohibited Transaction Exemptions; 82 Fed. Reg. 41365 (August 31, 2017). Interpretation of section 3(5) of ERISA in the U.S. Department of Labor's Notice of Proposed Rulemaking on when employers may join together to form a group health plan under ERISA; RIN 1210-AB85; January 5, 2018 and possible impacts on retirement plans.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",30000,,0,0,2018-07-13T15:15:44.407000-04:00
2143982,595a5ed5-f48b-4c25-b81b-87d899b2e26a,Q2,SIFF & ASSOCIATES PLLC,400665998,SIGNATORY WALL AND CEILING CONTRACTORS ALLIANCE,2018,second_quarter,RET,"H.R. 4997, the ""Giving Retirement Options to Workers Act of 2018 (GROW ACT),"" legislation to amend the Employee Retirement Income Security Act and the Internal Revenue Code to authorize a new composite multiemployer pension plan design; entire bill.  S. 2147, the ""Butch Lewis Act of 2017,"" legislation to amend the Internal Revenue Code of 1986 to create a Pension Rehabilitation Trust Fund and to establish a Pension Rehabilitation Administration within the Department of the Treasury to make loans to multiemployer defined benefit plans; entire bill.  Legislative recommendations of the Joint Select Committee on Solvency of Multiemployer Pension Plans to improve the solvency of the multiemployer pension system (no bill introduced).  General education concerning the need for the Select Committee on Solvency of Multiemployer Pension Plans to address more than just ""red zone"" plans and to provide for the long-term stability of the multiemployer pension system.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",30000,,0,0,2018-07-13T15:16:49.187000-04:00
2144052,002374b7-c779-4c3b-b190-9c488ca9bd2b,Q2,HOLLAND & KNIGHT LLP,18466,"CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.",2018,second_quarter,RET,Educating members of Congress and staff on the Department of Labor's Conflict of Interest Rule.,"HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2018-07-13T16:00:30.413000-04:00
2144579,d77d119c-9166-48cb-af2d-29a900f5a91b,Q2,TREA SENIOR CITIZENS LEAGUE,38426,TREA SENIOR CITIZENS LEAGUE,2018,second_quarter,RET,"Social Security Notch Reform: H.R. 867, Social Security Trust Fund Protection: H.R. 1113 and H.R. 5466, Social Security Reform: H.R. 1114 and S. 427 and H.R. 1205 and S. 915 and H.R. 1583 and H.R. 1631 and H.R. 1902 and H.R. 2855 and H.R. 3302 and S. 1600 and H.Res. 659 and H.R. 4521 and H.R. 5302 and S. 1739 and S. 2671, 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 and H.R. 4076, Prevention of Fraud, Waste, and Abuse: H.R. 624 and H.R. 3934 and H.R. 3105.","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2018-07-16T08:12:54.220000-04:00
2145331,99575b71-3cfe-4ab5-b880-f43e3664fa22,Q2,THE ESOP ASSOCIATION,13858,ESOP ASSOCIATION,2018,second_quarter,RET,"Any proposed legislation potentially impacting ESOP creation and operation, 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 Federal Internal Revenue Code, and laws encouraging other Federal agencies to promote creation and operation of ESOPs.",HOUSE OF REPRESENTATIVES,,76562,0,0,2018-07-16T14:21:55.207000-04:00
2145457,f921c059-a3f5-4028-98c7-633e31b801c4,Q2,"DPWN HOLDINGS (USA) INC. (FORMERLY KNOWN AS DEUTSCHE POST WORLD NET USA, INC.)",82237,"DPWN HOLDINGS (USA) INC. (FORMERLY KNOWN AS DEUTSCHE POST WORLD NET-USA, INC.)",2018,second_quarter,RET,Pension Funding - advocate for multi-employer pension reform.,"Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT),Transportation Security Administration (TSA)",,,0,0,2018-07-16T15:11:04.730000-04:00
2145495,67d635f3-474f-4af7-99a6-71090187a833,Q2,"OWENS-ILLINOIS, INC",49646,OWENS-ILLINOIS INC,2018,second_quarter,RET,Pension and retirement issues; PBGC Premiums.,"Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of,U.S. Trade Representative (USTR)",,200000,0,0,2018-07-16T15:21:22.137000-04:00
2145746,8b718fc9-603a-4a0a-a574-032ff62fd640,Q2,"WASTE MANAGEMENT, INC.",40692,"WASTE MANAGEMENT, INC.",2018,second_quarter,RET,Pension reform,"HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT)",,180000,0,0,2018-07-16T16:46:36.087000-04:00
2146240,2af66cb0-c049-44a5-8c9f-6fec18e7a9b9,Q2,AMERICAN COUNCIL OF LIFE INSURERS,2115,AMERICAN COUNCIL OF LIFE INSURERS,2018,second_quarter,RET,"S. 2526 / H.R. 5282 - The Retirement Enhancement and Savings Act (RESA) Issue: Retirement Security 

S.2474 - Retirement Savings Lost and Found Act of 2018. Issue: Facilitates location of lost participants. 

H.R. 3857 - Protecting Advice from Small Savers Act of 2017. Issue: Nullifies the DOLs fiduciary rule. 

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 

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

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

H.R. 4610, the RETIRE Act. Issue:  electronic delivery of retirement statements.

H.R. 4524, the Retirement Simplification and Enhancement Act. Issue: 401(k) plan improvements and lifetime income provisions.

H.R. 4523, the Automatic Retirement Plan Act. Issue: mandatory 401(k)

H.R. 4637, The Small Businesses Add Value for Employees (SAVE) Act of 2017. Issue: various retirement savings improvement provisions.

H.R. 4604, The Increasing Access to a Secure Retirement Act. Issue: measures to bolster Americans retirement security and annuity selection safe harbor.

H.R. 3910, Amends the Internal Revenue Code of 1986 to make lifetime income and managed account options of defined contribution retirement savings plans portable.

H,R. 3596, Rightsizing Pension Premiums Act of 2017: amends ERISA to alter the premiums for CSEC organizations. (Discussed this bill in the context of RESA)

H.R. 1962, Retirement Security Preservation Act of 2017: provides relief to DB plans related to non-discrimination testing. (Discussed this bill in the context of RESA) 


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

H.R.4225/S.2241 Legislation amending Affordable Care Act provisions on health exchange assessments. Issue: Health Exchange Assessments


HR._____/ S._____ Appropriations for 2019 to support funding for SSA and 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 IRC Section 125 cafeteria plans to include long term care insurance.  Issue: expanding long term care insurance.

H.R.___/S._____ Draft legislation to allow auto enrollment of private disability insurance in employer provided plans.

H.R. 5138 and HR 6128 Legislation to expand use of HSAs.","HOUSE OF REPRESENTATIVES,SENATE",,867000,0,0,2018-07-17T09:07:44.667000-04:00
2146355,e3eeb36e-1bb2-4269-8f6b-d3c24495378a,Q2,FINANCIAL EXECUTIVES INTERNATIONAL,14520,FINANCIAL EXECUTIVES INTERNATIONAL,2018,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),Office of Management & Budget (OMB),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,27450,0,0,2018-07-17T10:05:05.983000-04:00
2146467,316ead10-c4f5-401e-aa3b-7f9e6e0693dc,Q2,DAVIS & HARMAN LLP,11674,AMERICAN BENEFITS COUNCIL,2018,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 and mediation 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 issued 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. Proposals that would consolidate various retirement and IRA types. Proposals to create a retirement lost and found. Kids Savings Accounts. Proposals related to ""Rothification"". Proposals related to the establishment of savings accounts for emergencies. H.R. 3910, to amend the Internal Revenue Code of 1986 to make lifetime income and managed account options of defined contribution retirement savings plans portable. H.R. 4610, the RETIRE Act. H.R. 4158, the Retirement Plan Modernization Act. H.R. 4523, the Automatic Retirement Plan. H.R. 4524, the Retirement Plan Simplification and Enhancement Act. S. 2474, Retirement Savings Lost and Found Act. Proposals related to disaster relief. Issues related to P.L. 115-97. S. 2526/H.R. 5282, Retirement Enhancement and Savings Act.","HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2018-07-17T10:38:04.787000-04:00
2146500,79b07c0f-a8a3-4134-89c3-c6452576ddc5,Q2,NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE,27467,NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE,2018,second_quarter,RET,"Adopting Rules for the 115th Congress.  H. Res. 5:  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 (DI) Trust Fund.

Cost of Living Adjustment Relief.  H.R. 1251, CPI-E Act of 2017; 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; 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 cost-of-living adjustments (COLAs) for Social Security beneficiaries.

Social Security Expansion.  S. 2653, the Elder Poverty Relief Act;  S. 3147/H.R. 6251, the Social Security Administration Fairness Act;  H.R. 1902/S. 2671, 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.  S. 1255, Social Security Caregivers Credit Act of 2017:   Proposal 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.  H.R. 3423, Social Security Commission Act:  Proposal to require a commission to make recommendations for achieving solvency of the Social Security trust funds for 75 years.

Supplemental Security Income.  H.R. 3307, Supplemental Security Income Restoration Act:  Proposal 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.

Social Security Government Pension Offset and Windfall Elimination Provision.  H.R. 1205/S. 915, Social Security Fairness Act of 2017:  Proposal to repeal the Government Pension Offset and Windfall Elimination Provision.

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 log into their account.

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

Protecting Seniors from Garnishment.  S. 959/H.R. 4500, 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.

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.

Prohibit Payment of Social Security and Supplemental Security Insurance Benefits.  H.R. 2792, the Control Unlawful Fugitive Felons Act of 2017:  Proposal to bar payment of benefits for seniors with outstanding warrants for their arrest.  

Social Security Benefit Improvement.  S. 2653, Elderly Poverty Relief Act of 2018:  Proposal to adjust benefit levels for individuals who have been on the Social Security Benefit rolls for many years. 

Social Security Office Closures.  H.R. 5431, the Social Security Administration Accountability Act of 2018:  Protect and preserve Social Securitys network of local field offices from closure or consolidation.

Disability Adjudication (no bill).  Notice of proposed rule making regarding the evaluation of musculoskeletal impairments for the purposes of qualifying for Social Security and Supplemental Security Income disability benefits. 

Department of Labor 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.","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.",,260000,0,0,2018-07-17T10:47:23.817000-04:00
2146532,2e2f17a4-9691-415b-835a-845d849f44a1,Q2,NATIONAL FRATERNAL ORDER OF POLICE,27866,NATIONAL FRATERNAL ORDER OF POLICE,2018,second_quarter,RET,"H.R. 964/S. 424, the Law Enforcement Officers Equity Act, which would expand the definition of ""law enforcement officer"" for salary and retirement benefits to include all Federal law enforcement officers; and

H.R. 3303/S. 29, the Fair Return for Employees on Their Initial Retirement Earned (RETIRE) Act, would allow Federal law enforcement officers, who were severely injured in the line of duty, to maintain their 6(c) early retirement if they take a civil service position after their injury.","Commerce, Dept of (DOC),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Labor, Dept of (DOL),SENATE,White House Office",,55000,0,0,2018-07-17T10:56:42.053000-04:00
2146918,01100252-c987-4108-9416-db3bc32affb0,Q2,"P STREET PROJECT, INC.",400637928,"P STREET PROJECT, INC.",2018,second_quarter,RET,Expansion of Social Security,"HOUSE OF REPRESENTATIVES,SENATE",,10000,0,0,2018-07-17T12:17:22.517000-04:00
2146950,cafd93cb-b18f-4310-9e55-6743006ed3f8,Q2,INTERNATIONAL BROTHERHOOD OF BOILERMAKERS,19811,INTERNATIONAL BROTHERHOOD OF BOILERMAKERS,2018,second_quarter,RET,Multi-employer Pension Reform,"HOUSE OF REPRESENTATIVES,SENATE",,80000,0,0,2018-07-17T12:31:40.673000-04:00
2146955,7ad564cc-c0cb-46bf-af9b-38cbb4d3c1a4,Q2,AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES,3481,AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES,2018,second_quarter,RET,"H.R. 4523 - Automatic Retirement Plan Act of 2017
H.R. 4524 - Retirement Plan Simplification and Enhancement Act of 2017
H.R. 5282 - Retirement Enhancement and Savings Act of 2018
H.R. 761 - Pension and Budget Integrity Act of 2017
H.R. 854 - Retirement Security for American Workers Act 
H.R. 929 - Small Business Start-up Savings Accounts Act of 2017
H.R. 1083 - American Savings Account Act of 2017 
H.R. 1688 - A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes.
H.R. 2055 - Lifetime Income Disclosure Act 
H.R. 3499 - Automatic IRA Act of 2017
H.R. 3596 - Rightsizing Pension Premiums Act of 2017
H.R. 1 - An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
H.R. 4610 - Receiving Electronic Statements To Improve Retiree Earnings Act 


H.J. Res. 66 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees.
H.J. Res. 67 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees.

S. 270 - Pension Budget Integrity Act of 2017
S. 695 - A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes.
S. 868 - Lifetime Income Disclosure Act 
S. 1383 - Retirement Security Act of 2017
S. 1861 - Automatic IRA Act of 2017
S. 2526 - Retirement Enhancement and Savings Act of 2018
S. 2753 - Commission on Retirement Security Act of 2018

S.J. Res. 32 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees.
S.J. Res. 33 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees.","HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE",,161712,0,0,2018-07-17T12:33:43.003000-04:00
2147279,e50882f2-43a2-45ba-aa55-a7df27e49fa6,Q2,"WILLIAMS AND JENSEN, PLLC",41454,CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM,2018,second_quarter,RET,Legislation and regulations affecting public pension plan.,,,,0,0,2018-07-17T13:40:15.290000-04:00
2147288,e986dbb0-fa38-4506-bd16-5da9f3aff652,Q2,"WILLIAMS AND JENSEN, PLLC",41454,LOS ANGELES COUNTY EMPLOYEES' RETIREMENT SYSTEM,2018,second_quarter,RET,Legislation and regulations affecting public pension plans.,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2018-07-17T13:42:22.777000-04:00
2147380,22c1a1c0-8478-4db7-98b3-3934749c54d2,Q2,SQUIRE PATTON BOGGS,30906,AON SERVICE CORPORATION (FKA AON HEWITT),2018,second_quarter,RET,Advice regarding retirement-related legislation and regulatory reform.,"HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2018-07-17T13:58:13.263000-04:00
2147398,ddf7bac9-99e6-470a-ad6f-189c6549662e,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,2018,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.

Monitor the SEC's recently proposed Standard of Care rule for investment advice.

Lobby in support of the Lifetime Income Disclosure Act.","Commodity Futures Trading Commission (CFTC),HOUSE OF REPRESENTATIVES,Risk Management Agency,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,520000,0,0,2018-07-17T14:00:18.480000-04:00
2147481,9057ee1e-4ae9-4888-b56e-46aae111a1fe,Q2,AMERICAN BENEFITS COUNCIL,4675,AMERICAN BENEFITS COUNCIL,2018,second_quarter,RET,"Legislative
The Tax Cuts and Jobs Act - H.R. 1
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
Retirement Savings Lost and Found Act of 2018 - S. 2474
Retirement Enhancement and Savings Act (RESA) of 2018 - S. 2526
Affordable Retirement Advice for Savers Act - H.R. 2823
Rightsizing Pension Premiums Act - H.R. 3596 
The Protecting Adviser for Small Savers (PASS) Act of 2017 - H.R. 3857
Retirement Plan Modernization Act - H.R. 4158
Automatic Retirement Plan Act - H.R. 4523
Increasing Access to a Secure Retirement Act of 2017 - H.R. 4604
Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act - H.R 4610
Retirement Plan Simplification and Enhancement Act - H.R. 4524
Small Business Add Value for Employees (SAVE) Act - H.R. 4637
Tax Incentives for 401 (k) contributions
The Bipartisan Budget Act of 2018
Consolidated Appropriations Act of 2018
Fiscal Year 2019 budget proposal - provisions affecting employer-sponsored benefits

Regulatory and Other
ERISA Preemption 
Federal disaster tax, filing and reporting relief for employers and individuals 
Electronic communication and disclosure of benefits information 
Mortality tables
Non-discrimination issues affecting defined benefit plans 
PBGC premiums
PBGC Early Warning Program
Hybrid plan rules, including Pension Equity Plans 
Fiduciary Definition 
Executive & nonqualified deferred compensation
Multiple Employer Plans - MEPs 
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 
Independent Workers
Emergency savings
Pleading standards","Centers For Medicare and Medicaid Services (CMS),Equal Employment Opportunity Commission (EEOC),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Office of Management & Budget (OMB),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of,White House Office",,351328,0,0,2018-07-17T14:12:50.483000-04:00
2147719,c90985d6-2a21-45eb-9d12-958a7b2df4ee,Q2,DAVIS & HARMAN LLP,11674,VOYA SERVICES COMPANY,2018,second_quarter,RET,"Issues related to retirement and taxation. House Republican Task Force Blueprint. Issues related to employee benefit plan administration and electronic delivery of IRC- and ERISA- mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 4610, the RETIRE Act. S. 2526/H.R. 5282, Retirement Enhancement and Savings Act.","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2018-07-17T15:04:47.837000-04:00
2147779,a00a8a68-b686-4b6f-94ca-12488331ab3d,Q2,DAVIS & HARMAN LLP,11674,VANGUARD GROUP,2018,second_quarter,RET,"Issues related to tax incentives for retirement savings. Issues related to employee benefit plan administration and electronic delivery of ERISA-mandated statements and disclosures, including H.R. 4610, the RETIRE Act.","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2018-07-17T15:12:11.677000-04:00
2147809,70deb15f-a6c4-489a-a76e-1162ddadf3b3,Q2,DAVIS & HARMAN LLP,11674,MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY,2018,second_quarter,RET,"Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC-and ERISA-mandated statements and disclosures. Issues related to lifetime income. Proposals related to tax treatment of retirement plans, IRAs, and annuity products. Issues related to the Department of Labor's regulation defining fiduciary for investment advice purposes. H.R. 4610, the RETIRE Act. H.R. 4604, Increasing Access to a Secure Retirement Act. S. 2526/H.R. 5282, Retirement Enhancement and Savings Act.","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2018-07-17T15:18:26.843000-04:00
2147853,073066b3-434e-4920-9c22-87f7c9da8641,Q2,DAVIS & HARMAN LLP,11674,INSPIRA FINANCIAL,2018,second_quarter,RET,"Issues related to retirement savings.  Issues related to automatic rollovers, missing participants, and cash-out limits. H.R. 4158, the Retirement Plan Modernization Act. S. 2474, Retirement Savings Lost and Found Act. S. 2526/H.R. 5282, Retirement Enhancement and Savings Act.","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2018-07-17T15:24:46.530000-04:00
2147879,808e2490-0b84-4456-98ae-899aaeeec47e,Q2,HANCE SCARBOROUGH,17443,ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS,2018,second_quarter,RET,Issues related to social security benefits for public educators.,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2018-07-17T15:27:57.107000-04:00
2147902,c8c2a9bb-8435-4a1f-8d95-cfa72e92ef5c,Q2,DAVIS & HARMAN LLP,11674,SPARK INSTITUTE,2018,second_quarter,RET,"Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to recordkeeping simplification for 401(k) plans. H.R. 854 Retirement Security for American Workers.  Issues related to lifetime income and auto features. H.R. 4610, the RETIRE Act. S. 2526/H.R. 5282, Retirement Enhancement and Savings Act.","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2018-07-17T15:32:12.780000-04:00
2147909,8ed2772c-42fb-4722-9e6a-4be67593f8c2,Q2,DEAN FOODS COMPANY,58396,DEAN FOODS COMPANY,2018,second_quarter,RET,"Proposals relating to multiemployer pension plans, including S.2147, the Butch Lewis Act of 2018 and H.R. 4444, the Rehabilitation for Multiemployer Pensions Act; and additional proposals to modernize multiemployer plan.","Agriculture, Dept of (USDA),HOUSE OF REPRESENTATIVES,Office of the Vice President of the United States,SENATE",,120000,0,0,2018-07-17T15:33:14.577000-04:00
2147912,76c7990f-fb19-4cc0-9b96-94aba284831c,Q2,DAVIS & HARMAN LLP,11674,TIAA,2018,second_quarter,RET,"Issues related to tax incentives for retirement savings. Issues regarding investment offerings in defined contribution plans. Legislation to expand the employee-sponsored retirement system.  Issues related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans.  Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures.  Proposals that would consolidate various retirement and IRA types. H.R. 4610, the RETIRE Act. H.R. 4637, the SAVE Act. H.R. 4604, Increasing Access to a Secure Retirement Act. S. 2526/H.R. 5282, Retirement Enhancement and Savings Act.","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2018-07-17T15:36:17.453000-04:00
2147978,775bb423-3002-4015-84b2-c6f2c987e0c0,Q2,NATIONAL FEDERATION OF THE BLIND,401103561,NATIONAL FEDERATION OF THE BLIND,2018,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),Transportation, Dept of (DOT)",,20000,0,0,2018-07-17T15:43:48.330000-04:00
2148171,ab0078dc-6e44-4ae9-ac00-063acf1146cd,Q2,INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS,19775,INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS,2018,second_quarter,RET,"Support Butch Lewis Act  H.R. 4444 & S. 2147
Oppose GROW Act H.R. 4997
Support Joint Select Committee on Multiemployer Pensions (No Bill Number)","AMTRAK - Natl Railroad Passenger Corporation,HOUSE OF REPRESENTATIVES,SENATE,White House Office",,380000,0,0,2018-07-17T16:13:19.630000-04:00
2148208,0145f754-8033-4c42-8b90-b6611ec14256,Q2,UPS (UNITED PARCEL SERVICE),39223,UPS (UNITED PARCEL SERVICE),2018,second_quarter,RET,"- HR4444,S.2147 ""Rehabilitation for Multiemployer Pensions Act""MEPPRA Funding - advocate for multi-employer pension reform.","Commerce, Dept of (DOC),Food & Drug Administration (FDA),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,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. Trade Representative (USTR),White House Office",,2134670,0,0,2018-07-17T16:19:36.160000-04:00
2148232,a3091e1a-96fd-4dcf-8c30-c23cb65f3e00,Q2,HOGAN LOVELLS US LLP,18422,CALIFORNIA STATE TEACHERS' RETIREMENT SYSTEM,2018,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,,0,0,2018-07-17T16:22:42.583000-04:00
2148254,b2eeb6cb-eceb-46f4-ab1f-78002762c713,Q2,HOGAN LOVELLS US LLP,18422,CONSTRUCTION EMPLOYERS OF AMERICA,2018,second_quarter,RET,"H.R. 4997, ""GROW Act"", all provisions","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2018-07-17T16:27:51.927000-04:00
2148301,d922a980-2ad8-4b5c-a41d-a19cd3c533a8,Q2,DAVIS & HARMAN LLP,11674,FMR LLC,2018,second_quarter,RET,"S. 2526/H.R. 5282, Retirement Enhancement and Savings Act.  H.R. 4610, RETIRE Act.","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2018-07-17T16:35:08.977000-04:00
2148321,d4e81ae8-3b9e-406b-b7e3-8dae4a8fdeb6,Q2,DAVIS & HARMAN LLP,11674,BROKER/DEALER COORDINATION GROUP,2018,second_quarter,RET,"Issues related to the effect of the Department of Labor's fiduciary definition regulation and coordination of such regulation with possible SEC action on broker/dealer standard of care. H.R. 2823 Affordable Retirement Advice for Savers Act. S.1321, Affordable Retirement Advice Protection Act. Legislative proposals to address the fiduciary issue. H.R. 3857, Protecting Advice for Small Savers Act. Preemption of state fiduciary rules.","HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE",10000,,0,0,2018-07-17T16:38:17.523000-04:00
2148332,af00260d-8bb8-48a8-a78b-4c809d6093eb,Q2,DAVIS & HARMAN LLP,11674,EDWARD JONES INVESTMENTS,2018,second_quarter,RET,"Issues related to the effect of the Department of Labor's fiduciary regulation and coordination with possible SEC action on broker/dealer standard of care. Proposals related to small business retirement issues. S. 223, Senior$afe Act. SIMPLE IRAs. Proposals related to ""Rothification.""  Issues relating to expanding retirement coverage and increasing retirement security. S. 2526/H.R. 5282, Retirement Enhancement and Savings Act.","HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",30000,,0,0,2018-07-17T16:40:25.147000-04:00
2148353,bcf56b4b-47c2-4f45-9bd1-f78c92d72991,Q2,DAVIS & HARMAN LLP,11674,LPL FINANCIAL,2018,second_quarter,RET,"Work with respect to proposals to enhance retirement savings opportunities for employers, employees, and individuals, including self correcting inadvertent plan errors. S. 223, Senior$afe Act. Small business tax credit. Issues related to the Department of Labor's regulation defining fiduciary. H.R. 3902, Small Employer Retirement Savings Auto-Enrollment Credit Act. SIMPLE IRAs. Proposals related to ""Rothification."" H.R. 4524, the Retirement Plan Simplification and Enhancement Act. S. 2526/H.R. 5282, Retirement Enhancement and Savings Act.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2018-07-17T16:45:38.367000-04:00
2148367,eeb9d52d-413e-48b5-ae06-f5f8cec64d89,Q2,DAVIS & HARMAN LLP,11674,NATIONWIDE INSURANCE COMPANIES,2018,second_quarter,RET,"Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creation of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Issues related to the Department of Labor's regulation defining fiduciary. Qualified plan issues. Proposals that would consolidate various retirement and IRA types. Proposals related to annuity incentives. Proposals related to electronic disclosure, including H.R. 4610, the RETIRE Act. Proposals related to Rothification. H.R. 4524, the Retirement Plan Simplification and Enhancement Act. H.R. 4604, Increasing Access to a Secure Retirement Act. S. 2526/H.R. 5282, Retirement Enhancement and Savings Act.","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2018-07-17T16:46:43.603000-04:00
2148382,1cffdffa-cc1a-449a-a5ed-144ecf8e4ef3,Q2,DAVIS & HARMAN LLP,11674,STATE STREET BANK AND TRUST CO.,2018,second_quarter,RET,"Issues related to expanding retirement coverage and adequacy, facilitating retirement income, and increasing retirement security. Issues related to qualifying longevity annuity contracts. Issues related to state law preemption. Proposals to reform the multiple employer plan rules including H.R. 854, Retirement Security for American Workers Act. Proposals related to environmental, social, and governance criteria. Kids Savings Accounts. H.R. 3910, to amend the Internal Revenue Code of 1986 to make lifetime income and managed account options of defined contribution retirement savings plans portable. Proposals related to ""Rothification."" S. 223, Senior$afe Act. H.R. 4523, the Automatic Retirement Plan Act. H.R. 4524, the Retirement Plan Simplification and Enhancement Act. S. 2526/H.R. 5282, Retirement Enhancement and Savings Act.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2018-07-17T16:48:48.680000-04:00
2148395,ea277999-58ca-4624-8e57-3f8e7249a320,Q2,DAVIS & HARMAN LLP,11674,TRANSAMERICA LIFE INSURANCE COMPANY,2018,second_quarter,RET,"Proposals related to retirement plans for small business. Proposals to reform the multiple employer plan rules, including H.R. 854, Retirement Security for American Workers Act. Guidance related to nondiscrimination rules for defined contribution plan annuity investment products. Issues related to tax incentives for retirement savings. Issues related to income investment options. Proposals related to electronic disclosure, including H.R. 4610, the RETIRE Act. Plan consolidation. Proposals to amend the Internal Revenue Code and ERISA to avoid duplicative annual reporting. S. 223, Senior $afe Act. H.R. 3910, to make lifetime income and managed account options of defined contribution retirement savings plans portable. H.R. 4524, the Retirement Plan Simplification and Enhancement Act. H.R. 4604, Increasing Access to a Secure Retirement Act. S. 2526/H.R. 5282, Retirement Enhancement and Savings Act. Proposals related to Rothification.","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2018-07-17T16:53:57.307000-04:00
2148403,8477fc52-6c8f-48ed-8fab-7150bc8c452a,Q2,DAVIS & HARMAN LLP,11674,"NISA INVESTMENT ADVISORS, LLC",2018,second_quarter,RET,Multiemployer plan reform.,HOUSE OF REPRESENTATIVES,,,0,0,2018-07-17T16:56:04.057000-04:00
2148415,63418f39-a875-49f4-a0c0-26d02448ef5d,Q2,DAVIS & HARMAN LLP,11674,NATIONAL RURAL ELECTRIC COOPERATIVE ASSN,2018,second_quarter,RET,"Proposals related to PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Proposals related to nondiscrimination testing of pension plans. H.R. 3596, Rightsizing Pension Premiums Act. Proposals related to defined benefit plan administration. Proposals related to ""Rothification."" H.R. 4524, the Retirement Plan Simplification and Enhancement Act. S. 2526/H.R. 5282, Retirement Enhancement and Savings Act.","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2018-07-17T16:57:06.243000-04:00
2148486,d44e98c8-13c1-45ef-b9f2-e354639c0955,Q2,DAVIS & HARMAN LLP,11674,WILLIS NORTH AMERICA INC,2018,second_quarter,RET,"Proposals and regulations related to cash balance, pension equity and other hybrid plans. Issues related to government issued mortality tables. Issues related to tax incentives for retirement savings.",,10000,,0,0,2018-07-17T18:04:33.030000-04:00
2148870,87c7a19e-fc81-4f3d-8fff-824100095c00,Q2,BLITZSTEIN CONSULTING LLC,401103991,INTERNATIONAL BROTHERHOOD OF TEAMSTERS,2018,second_quarter,RET,Multi employer Pension Reform,"HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2018-07-18T09:03:30.003000-04:00
2149441,453393f6-390f-4bf3-88d1-538da3ac3a96,Q2,BALLARD PARTNERS,401104288,MECHANICAL CONTRACTORS ASSOCIATION OF AMERICA,2018,second_quarter,RET,Multi-Employer Pension Reform,"Commerce, Dept of (DOC),Labor, Dept of (DOL),Treasury, Dept of,White House Office",30000,,0,0,2018-07-18T10:54:02.273000-04:00
2149529,1ae05395-c3da-4063-b43e-a59d4e71154a,Q2,VENN STRATEGIES,65191,THRIVENT FINANCIAL FOR LUTHERANS,2018,second_quarter,RET,Retirement security issues concerning fraternal benefit societies.,"HOUSE OF REPRESENTATIVES,SENATE",110000,,0,0,2018-07-18T11:02:45.853000-04:00
2149584,a4e7c212-6e40-432d-aefe-c927413c8dbf,Q2,TRUCKER HUSS APC,400537609,WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND,2018,second_quarter,RET,Composite Plan legislation (GROW ACT H.R. 4997).  Multiemployer pension funding and solvency.  PBGC premiums.,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of",80000,,0,0,2018-07-18T11:12:13.637000-04:00
2149625,17420c69-a517-4ca2-903c-6145d4179d1b,Q2,"WILLIAMS AND JENSEN, PLLC",41454,TD AMERITRADE,2018,second_quarter,RET,Department of Labor Fiduciary proposal.,"HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE",50000,,0,0,2018-07-18T11:18:30.073000-04:00
2149929,92a828ad-a529-4bb1-b17f-1eeb995df370,Q2,"CASSIDY & ASSOCIATES, INC.",8453,SOCIETY OF ACTUARIES,2018,second_quarter,RET,General legislative issues related to actuarial profession,"HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",20000,,0,0,2018-07-18T12:15:10.267000-04:00
2149991,d22d3c14-b5a8-4607-9e99-913afe90ccbc,Q2,SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN,35068,SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN,2018,second_quarter,RET,"Support Davis-Bacon - Oppose The Transportation Investment Recalibration to Equality (TIRE) Act

Support strengthening the multiemployer pension system - The GROW Act, H.R. 4997","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2018-07-18T12:25:34.830000-04:00
2150383,2e88b2c3-484f-4483-b0b5-133a29030218,Q2,FTI GOVERNMENT AFFAIRS,401054971,OFFICIAL COMMITTEE OF RETIRED EMPLOYEES OF THE COMMONWEALTH OF PUERTO RICO,2018,second_quarter,RET,Pensions.,"HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2018-07-18T14:14:41-04:00
2150395,8d1efa32-7586-4ef9-91c1-8c930e844886,Q2,TRANSPORTATION COMMUNICATIONS NATIONAL UNION/IAM (FKA TRANSPORTATION COMMUNICATI,38368,TRANSPORTATION COMMUNICATIONS NATIONAL UNION/IAM (FKA TRANSPORTATION COMMUNICATI,2018,second_quarter,RET,"Railroad Retirement Board (RRB) - TCU meets periodically with the Railroad Retirement Board (RRB) to discuss the Board's operations, the trust's status, occupational disability benefits, and potential policy changes in the future. 

RRB Funding and RUIA - TCU communicated with the Railroad Retirement Board specifically to discuss their ongoing funding issues and inability to modernize their systems, as well as the Railroad Unemployment Insurance Trust being subject to sequestration. We also discussed these issues with various House and Senate staff, in particular with regards to LHHS funding bills in Congress.","AMTRAK - Natl Railroad Passenger Corporation,HOUSE OF REPRESENTATIVES,Railroad Retirement Board,SENATE",,240000,0,0,2018-07-18T14:15:46.453000-04:00
2150755,3c0ee69b-70b8-43a9-a333-7883c5b3a656,Q2,DAVIS & HARMAN LLP,11674,LINCOLN NATIONAL CORPORATION,2018,second_quarter,RET,"Comprehensive pension and retirement savings legislation. H.R. 4610, RETIRE Act. S. 2526/H.R. 5282, Retirement Enhancement and Savings Act.","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2018-07-18T15:19:31.600000-04:00
2151088,0b2c7394-80e0-4274-9c3b-4691faa3327a,Q2,MCGUIREWOODS CONSULTING (A SUBSIDIARY OF MCGUIREWOODS LLP),24486,STARBUCKS,2018,second_quarter,RET,Tax Reform; Education Tax Provisions; NAFTA,"HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2018-07-18T15:58:52.497000-04:00
2151196,bedb00ba-11c9-4ad4-a067-dfd5f0f3f13f,Q2,NATIONWIDE MUTUAL INSURANCE COMPANY,26411,NATIONWIDE MUTUAL INSURANCE COMPANY,2018,second_quarter,RET,"H.R. 5282. S. 2526, Retirement Enhancement and Security Act (RESA)
Allowing for open multiple employer plans: HR. 854, HR. 4637
Increasing retirement plan start-up credit for small business plans: HR. 4637, HR. 3902
Removing 10% auto-escalation limit: HR. 4637
Nondiscrimination testing: HR. 1962
PBGC premiums for CSEC plans: HR. 3596
Form 5500 reforms: HR. 1688
Portability of Lifetime income products: HR. 3910
403(b) retirement account participation clarification: HR. 2341
Annuity provider selection safe harbor: HR. 4604
Treatment of stipend payments: HR. 2916
Lifetime Income Disclosure: HR. 2055, S. 868
Tax treatment of qualified reimbursement payments to volunteer emergency responders: HR. 1550
H.R. 4610, RETIRE Act-- E-Delivery of retirement plan documents
H.R. 4524, the Retirement Simplification and Enhancement Act--401(k) plan improvements and lifetime income provisions.
H.R. 4523, the Automatic Retirement Plan Act--mandatory 401(k)
H.R. 4637, The Small Businesses Add Value for Employees (SAVE) Act of 2017--various retirement savings improvement provisions.
H.R. 4604, The Increasing Access to a Secure Retirement Act--measures to bolster Americans retirement security and annuity selection safe harbor.
H.R 3758, S. 223, Senion$afe Act-- This bill will provide immunity from suit for certain individuals who disclose potential examples of financial exploitation of senior citizens. Issue: protecting seniors financial security.
H.R.3857, PASS Act of 2017--Alternative to the DOL fiduciary rule 
SEC Best Interest Standard of Care for providing financial advice
Department of Labor Fiduciary Rule for investment advice and related Congressional activity
SEC Best Interest Rule Proposal-- proposed best interest standard for investment advice includes three main components: (1) Regulation Best Interest for Broker-Dealers; (2) Interpretive Guidance Regarding Standards for Conduct for Investment Advisors; and (3) A CSR Relationship Summary, a required disclosure in retail communications, and restrictions on BDs use of certain names and titles (i.e., advisor and adviser).
S.2474 - Retirement Savings Lost and Found Act of 2018. Issue: Facilitates location of lost participants.
S. 1383: Retirement Security Act of 2017. Issue: retirement security H.R. 2823, the Affordable Retirement Advice for Savers Act. Issue: alternative to the DOL fiduciary rule
H.R. 3596, Rightsizing Pension Premiums Act of 2017: amends ERISA to alter the premiums for CSEC organizations. (Discussed this bill in the context of RESA)
Pub.L. 111-148-The Patient Protection and Affordable Care Act, Issue: Assessments under state-based insurance exchanges.
H.R.4225/S.2241 Legislation amending Affordable Care Act provisions on health exchange assessments. Issue: Health Exchange Assessments
HR  _____/ S._____ Appropriations for 2019 to support funding for SSA and 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 IRC Section 125 cafeteria plans to include long term care insurance.  Issue: expanding long term care insurance.
H.R.___/S._____ Draft legislation to allow auto enrollment of private disability insurance in employer provided plans.
H.R. 5138, HR 6128 Legislation to expand use of HSAs.","Federal Deposit Insurance Corporation (FDIC),Federal Emergency Management Agency (FEMA),Federal Reserve System,Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Transportation, Dept of (DOT),Treasury, Dept of,U.S. Copyright Office,U.S. Postal Service (USPS)",,810000,0,0,2018-07-18T16:09:37.390000-04:00
2152083,53f8451d-a68b-43a2-aab9-313f0e1c8ca1,Q2,INSURED RETIREMENT INSTITUTE,285494,INSURED RETIREMENT INSTITUTE,2018,second_quarter,RET,"Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform. 

Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. 

Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. 

Department of Labor rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. 

Securities and Exchange Commission proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. 

The Retirement Choice Protection Act (H.R. 3922 - 114th Congress), DOL fiduciary rulemaking.

The SAVERS Act (H.R. 4294, S.2505 - 114th Congress), DOL fiduciary rulemaking. 

The SAVE Act (H.R. 4067 - 114th Congress), improve existing SIMPLE IRA and SIMPLE 401(k) retirement plans to make it easier for small businesses to offer savings plans to their employees.

Womens Pension Protection Act (S.2110 - 114th Congress), strengthen consumer protections to safeguard retirement savings, improve access to retirement savings plans for long-term, part-time workers - the majority of whom are women - and help increase womens financial literacy. 

The Senior Safe Act of 2017 (H.R. 3758, S.223), clarify existing laws to allow and encourage financial service representatives at banks and credit unions, investment advisors, and broker-dealers to report suspected financial fraud targeting seniors to regulators, law enforcement, or adult protective service agencies.

The Receiving Electronic Statements to Improve Retiree Earnings Act (H.R. 4610), amends ERISA of 1974 and IRC of 1986 to provide for electronic delivery of pension plan information. 

The Retirement Savings Lost and Found Act of 2016 (S.3078 - 114th Congress), to increase the portability of and access to retirement savings.

Financial CHOICE Act of 2017 (H.R. 10).

Secure, Accessible, Valuable, Efficient Universal Pension Accounts (SAVE UPs) Act (H.R. 5731 - 114th Congress).

Sen. Wyden Discussion Draft on Retirement Savings and IRAs (114th Congress).

Affordable Retirement Advice for Savers Act (H.R. 2823).

Affordable Retirement Advice Protection Act (S.1321).

Savings Enhancement by Alleviating Leakage in 401(k) Savings Act (H.R. 2030).

The Protecting Advice for Small Savers (PASS) Act of 2017 (H.R. 3857).

The Make America Secure and Prosperous Appropriations Act (H.R. 3354).

The FY 2018 Labor, Health and Human Services, and Education (LHHS) funding bill (H.R. 3358).
  
The FY 2018 Budget Resolution (H.R. Con. Res. 71).

Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees (H.J. Res 66).

Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees (H.J. Res 67).

The Lifetime Income Disclosure Act (H.R. 2055, S.868).

The PROSPERS Act (H.R. 2523, S.1035).

Implementation of Public Law No: 115-97, the Tax Cuts and Jobs Act.

The Economic Growth, Regulatory Relief and Consumer Protection Act (S.2155).

The Automatic Retirement Plan Act of 2017 (H.R. 4523).

The Retirement Plan Simplification Act of 2017 (H.R.4524).

The Increasing Access to Secure Retirement Act (H.R.4604).

The Small Businesses Add Value for Employees (SAVE) Act of 2017 (H.R. 4637).

Retirement Enhancement and Savings Act of 2018 (H.R. 5282, S.2526).

Consolidated Appropriations Act, 2018 (H.R. 1625).

Senior Safe Act 2017 included as Title III (H.R. 2255).

Retirement Security Act of 2017 (H.R. 854, S.1383).

SAVE Act of 2017 (H.R. 4637). 

The Labor, Health and Human Services, Education and Related Agencies Appropriations Act of 2019 (S.3158).

The Commission on Retirement Security Act of 2018 (S.2753).","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,70000,0,0,2018-07-18T18:22:56.963000-04:00
2152403,03655b74-d4ad-49dc-8f56-05ed566c071e,Q2,THORN RUN PARTNERS,400534596,AARP,2018,second_quarter,RET,Social Security changes to benefits and eligibility.,"HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2018-07-18T21:57:43.183000-04:00
2152451,a50248a6-7c9e-4936-93b9-10550d7ec855,Q2,THORN RUN PARTNERS,400534596,JACKSON NATIONAL LIFE INSURANCE COMPANY,2018,second_quarter,RET,"Rules on plan fiduciaries' responsibilities with respect to brokerage windows in 401(k)s.
H.R.4604, Increasing Access to a Secure Retirement Act of 2017.
H.R.5282/S.2526, Retirement Enhancement and Savings Act of 2018.","HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2018-07-18T22:19:07.027000-04:00
2152529,785bedb2-8213-4c92-a5d4-3b6799605e9a,Q2,ALCALDE & FAY,818,FRESNO COUNTY CA,2018,second_quarter,RET,Support County in its effort to negate the retroactive penalties being assessed by HHS due to the refinancing of pension obligations bonds.,"Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2018-07-18T23:03:52.097000-04:00
2153137,07a09882-fc12-4bf3-9bcb-ec3212b28a1d,Q2,THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY,29607,THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY,2018,second_quarter,RET,"RET -Second Quarter Report - 2018

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

H.R. 3857 - Protecting Advice from Small Savers Act of 2017. Issue: Nullifies the DOLs fiduciary rule. 

HR  _____/ S._____ Appropriations for 2019 to support funding for SSA and 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 IRC Section 125 cafeteria plans to include long term care insurance.  Issue: expanding long term care insurance.

H.R.___/S._____ Draft legislation to allow auto enrollment of private disability insurance in employer provided plans.","HOUSE OF REPRESENTATIVES,SENATE",,700000,0,0,2018-07-19T09:38:57.037000-04:00
2153163,00d3ecd5-45b0-455e-885d-0d48f3f1fdf1,Q2,HARTFORD INSURANCE GROUP (FKA HARTFORD FINANCIAL SERVICES GROUP),17682,HARTFORD INSURANCE GROUP (FKA HARTFORD FINANCIAL SERVICES GROUP),2018,second_quarter,RET,Discussions with members of Congress regarding the Department of Labors fiduciary rule and its effect on mutual funds and group benefits,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Office of Management & Budget (OMB),SENATE,Treasury, Dept of",,420000,0,0,2018-07-19T09:42:02.883000-04:00
2153281,f606de44-3f64-44de-946d-e82fc5dca490,Q2,UNIVERSITY OF IOWA,49191,UNIVERSITY OF IOWA,2018,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),SENATE,State, Dept of (DOS),Transportation, Dept of (DOT)",,40000,0,0,2018-07-19T09:57:52.447000-04:00
2153743,c9cd698d-651b-4395-9a87-9c244d2c13cc,Q2,"WILLIAMS AND JENSEN, PLLC",41454,AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY,2018,second_quarter,RET,Benefit distributions in the form of annuities.  Fiduciary Rule.,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",10000,,0,0,2018-07-19T10:47:28.500000-04:00
2153863,7f130288-4f22-472d-8043-59886113bed0,Q2,"WILLIAMS AND JENSEN, PLLC",41454,INDEXED ANNUITY LEADERSHIP COUNCIL,2018,second_quarter,RET,Benefit Distributions in the form of annuities.  Fiduciary Rule.,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",20000,,0,0,2018-07-19T10:58:29.313000-04:00
2154305,5011597f-df07-4681-b325-a776e1e63821,Q2,NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION,26477,NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION,2018,second_quarter,RET,"Air Traffic Control retirement issue eligibility. Controller staffing, Thrift Savings Plan, federal pensions. CIP, FERS/CSRS. Sequestration. Federal Employee Tax. FEHBP. Impact of government shutdown. Merit Systems Protection Board. Retired military controllers. Air Traffic Controller Federal Employees Retirement System Supplemental Retirement. HR 1364 - Official Time Reform Act. H.Con.Res.71 - FY 18 House Budget Resolution - Annuity Supplement. H.R. 3303 - Retirement Benefits. OPM Letter - Federal Employee Retirement.","Federal Aviation Administration (FAA),HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT)",,241000,0,0,2018-07-19T11:38:29.223000-04:00
2154417,59342bc3-1e49-4b6e-9ffd-7656de104141,Q2,CHARTWELL STRATEGY GROUP LLC,401104750,"BOSTON ASSET MANAGEMENT ASSOCIATION, INC.",2018,second_quarter,RET,General overview for members and staff.,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2018-07-19T11:44:22.317000-04:00
2154623,8be94aea-319c-466c-96d8-b76d3ec33130,Q2,DYKEMA GOSSETT PLLC,12915,JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.),2018,second_quarter,RET,"Lobbied on Retirement Enhancement and Savings Account S.2526/H.R. 5282
Lobbied on legislation on portability of lifetime income and managed accounts H.R. 3910.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2018-07-19T11:57:50.697000-04:00
2154780,60d2acde-ee88-4e93-b403-19488908f14c,Q2,AK STEEL HOLDING CORPORATION,400326536,AK STEEL HOLDING CORPORATION,2018,second_quarter,RET,"Pension and Budget Integrity Act of 20170-S.270/H.R.71
The Rightsizing Pension Premiums Act - H.R. 3596","Army, Dept of (Corps of Engineers),Commerce, Dept of (DOC),Environmental Protection Agency (EPA),Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Natl Economic Council (NEC),Natl Highway Traffic Safety Administration (NHTSA),Office of Management & Budget (OMB),President of the U.S.,SENATE,U.S. Trade Representative (USTR)",,163000,0,0,2018-07-19T12:09:07.917000-04:00
2154849,05bac922-f77e-465a-b256-3ebf20c95f99,Q2,"MERCURY PUBLIC AFFAIRS, LLC",70175,"PRIMERICA, INC.",2018,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",30000,,0,0,2018-07-19T12:19:38.307000-04:00
2154876,5163fa65-f288-43b9-9f11-8b5586afee01,Q2,SENTRY INSURANCE COMPANY (FORMERLY SENTRY INSURANCE A MUTUAL COMPANY),401104022,SENTRY INSURANCE COMPANY (FORMERLY SENTRY INSURANCE A MUTUAL COMPANY),2018,second_quarter,RET,"HR 5282 Retirement Enhancement and Savings Act of 2018, S 2474 Retirement Savings Lost and Found Act of 2018, HR 4523 - monitoring this bill","HOUSE OF REPRESENTATIVES,SENATE",,30000,0,0,2018-07-19T12:22:51.337000-04:00
2155067,b7459ea4-627c-497e-92d7-84fa159a3053,Q2,CHARTWELL STRATEGY GROUP LLC,401104750,EMPOWER RETIREMENT LLC (FKA GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY),2018,second_quarter,RET,"General Overview for members and staff, retirement policy, financial services, pension reform.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2018-07-19T12:53:19.727000-04:00