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
2297501,52977ffb-e076-42c2-a9f6-93137c9871d2,2T,VOYA SERVICES COMPANY,87973,VOYA SERVICES COMPANY,2019,second_quarter,RET,"HR 873, S. 260: Transformation to Competitive Employment Act; provisions related to retirement. 

General discussions related to retirement.","HOUSE OF REPRESENTATIVES,SENATE",,50000,0,1,2019-05-28T13:47:37.803000-04:00
2298464,c63572d7-6b91-4520-b6ff-2ed5afd47c34,Q2,"FORSCEY, PLLC",52880,"WRITERS GUILD OF AMERICA, WEST",2019,second_quarter,RET,Work H.R.397-Rehabilitation for Multiemployer Pensions Act and 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,,0,0,2019-07-01T16:09:15.630000-04:00
2298644,a9988b6e-1e70-428d-9ec8-30cd14f30caa,Q2,"ALLON ADVOCACY, LLC",401104657,YODLEE INC.,2019,second_quarter,RET,Best interest rule finalized by SEC,"Consumer Financial Protection Bureau (CFPB),Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,Federal Trade Commission (FTC),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Office of the Comptroller of the Currency (OCC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",70000,,0,0,2019-07-02T10:31:37.030000-04:00
2298789,e23ce13a-a805-4ca5-b6d3-135f00225640,Q2,"LOCKRIDGE, GRINDAL, NAUEN, PLLP",23053,HEALTHWORKS,2019,second_quarter,RET,"FY2020 Authorizations, Appropriations, and Budget Policy","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2019-07-02T12:01:30.370000-04:00
2299007,ededdbc7-1bd8-4a94-bffe-f78dbc74bafb,Q2,THE ESOP ASSOCIATION,13858,ESOP ASSOCIATION,2019,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 Federal agencies to promote creation and operation of ESOPs.",HOUSE OF REPRESENTATIVES,,20000,0,0,2019-07-02T17:58:20.263000-04:00
2299080,e5837a58-cac3-45cf-98b6-abb719287629,Q2,"DOUCET CONSULTING SOLUTIONS, LLC",401104418,WILLIAMS AND JENSEN ON BEHALF OF LOS ANGELES COUNTY EMPLOYEES' RETIREMENT SYSTEM,2019,second_quarter,RET,Legislation and regulations affecting public pension plans,"HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2019-07-03T09:43:14.110000-04:00
2299154,3df60b44-64f3-4ba0-ab74-3d49d660010f,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.)",2019,second_quarter,RET,Rehabilitation of Multiemployer Pensions Act (HR 397)--Support efforts to pass legislation related to comprehensive multiemployer pension plan reform.,"HOUSE OF REPRESENTATIVES,SENATE,State, Dept of (DOS),Treasury, Dept of,U.S. Trade Representative (USTR)",,,0,0,2019-07-03T11:05:48.877000-04:00
2299176,4772c09c-0094-4856-9326-36e78df405d7,2A,"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.)",2019,second_quarter,RET,Rehabilitation of Multiemployer Pensions Act (HR 397)--Support efforts to pass legislation related to comprehensive multiemployer pension plan reform.,"HOUSE OF REPRESENTATIVES,SENATE,State, Dept of (DOS),Treasury, Dept of,U.S. Trade Representative (USTR)",,,0,0,2019-07-03T11:16:56.377000-04:00
2299366,a402edba-558e-4f9a-8ae4-ca845ac4061e,Q2,NATIONAL ASSOCIATION OF POSTAL SUPERVISORS,401075023,NATIONAL ASSOCIATION OF POSTAL SUPERVISORS,2019,second_quarter,RET,"H.R. 1254 -- the Equal COLA Act, legislation to provide the same cost-of-living adjustment for Social Security, Civil Service Retirement System and Federal Employee Retirement System annuitants
H.R. 141 & S. 521 -- the Social Security Fairness Act, legislation to repeal the Government pension offset and windfall elimination provisions.
H.R. 2478 -- legislation to provide retirement credit for certain federal employees who held temporary positions","HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),Office of Personnel Management (OPM),Postal Regulatory Commission,SENATE,Treasury, Dept of,U.S. Postal Service (USPS)",,15000,0,0,2019-07-03T15:21:30.967000-04:00
2299525,bed92123-f6c1-467d-888d-d12e2958655b,Q2,"INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO",50400,INTERNATIONAL UNION OF POLICE ASSOCIATIONS AFL-CIO,2019,second_quarter,RET,"HR 1156, S 521, HR 1210","HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE",,20000,0,0,2019-07-05T11:16:12.190000-04:00
2299954,6c0e7982-af8d-4b9d-97b7-a9c2a8b82195,Q2,NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS,26901,NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS,2019,second_quarter,RET,"Issues related to IRA and pension reform.  Issues related to investment advice made in connection with retirement products.  Issues related to individuals and business 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",,590412,0,0,2019-07-08T14:40:58.750000-04:00
2299962,dc56c765-d747-41f5-8471-31257eccf5a5,Q2,NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION,27081,NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION,2019,second_quarter,RET,"Support H.R. 141/S. 521, the Social Security Fairness Act, to repeal the Government Pension Offset (GPO) and the Windfall Elimination Provision (WEP).

Support H.R. 1254, The Equal COLA Act, which would provide Federal Employees Retirement System (FERS) retirees with the same annual cost-of-living adjustment (COLA) as Civil Service Retirement System (CSRS) employees.

Support H.R. 1553, the Fair COLAs for Seniors Act, to calculate cost-of-living adjustments (COLAs) to federal civilian retirement benefits, military retirement benefits, and Social Security benefits using the CPI-E.","HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),Office of Personnel Management (OPM),SENATE,U.S. Postal Service (USPS)",,80000,0,0,2019-07-08T14:43:59.797000-04:00
2300003,5823eb81-210b-4635-8719-eafde29fcaec,Q2,MWR CONSULTING,401104301,"HOLLISTER, INC.",2019,second_quarter,RET,Employee Retirement Income Security Act,"Centers For Medicare and Medicaid Services (CMS),HOUSE OF REPRESENTATIVES,SENATE",45000,,0,0,2019-07-08T15:07:08.707000-04:00
2300176,1fa5bcf9-3de2-4342-a114-27dfcf72110f,Q2,TREA SENIOR CITIZENS LEAGUE,38426,TREA SENIOR CITIZENS LEAGUE,2019,second_quarter,RET,"Social Security Cost of Living Adjustment: H.R. 1553, H.R. 46 and H.R. 2787. Social Security Reform: S. 521 and H.R. 1170 and S. 478 and S. 269 and H.R. 860.","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2019-07-09T11:33:07.750000-04:00
2300250,9ab0ab89-74c8-43dd-af2f-04a8fd5620f7,Q2,FLEET RESERVE ASSOCIATION,14781,FLEET RESERVE ASSOCIATION,2019,second_quarter,RET,"H.R.303 - Retired Pay Restoration Act, S.208 - Retired Pay Restoration, H.R.333 - Disabled Veterans Tax Termination, S.622 - Military Widow's Tax Elimination, H.R.553 - Military Surviving Spouses Equity, H.R.464 - Improve dependency and indemnity compensation for survivors of certain totally disabled veterans","HOUSE OF REPRESENTATIVES,SENATE",,120000,0,0,2019-07-09T13:24:48.917000-04:00
2300677,8465a32e-a100-4bb4-9931-c785a373b03e,Q2,DANEA KEHOE,67570,NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS,2019,second_quarter,RET,"RESA, SECURE Act","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",10000,,0,0,2019-07-10T05:22:02.713000-04:00
2300724,593cc1e5-f1bc-4195-9a9a-8ca13fc0e0f5,Q2,SOCIAL SECURITY WORKS,401048957,SOCIAL SECURITY WORKS,2019,second_quarter,RET,"Medicare Negotiation and Competitive Licensing Act
End Price Gouging for Medications Act
Opioid Crisis Accountability Act
STOP GAMES Act of 2019
SPIKE Act
Social Security 2100 Act
Strengthening Social Security Act
Taxing Dynastic Wealth Act
Grandfamilies Act
Maintain Access to Vital Social Security Services Act
Protection of Social Security Benefits Restoration Act
Protecting and Preserving Social Security Act
Social Security Administration Accountability Act","HOUSE OF REPRESENTATIVES,SENATE,Social Security Administration (SSA)",,12000,0,0,2019-07-10T09:30:19.477000-04:00
2301076,e516f19f-fbe1-4080-9452-e88a5fc5d620,Q2,RICH FEUER ANDERSON,84775,BLACKROCK FUNDS SERVICES GROUP LLC (FORMERLY BLACKROCK CAPITAL MANAGEMENT INC.),2019,second_quarter,RET,"Issues related to retirement security and savings, including retirement income products, retirement income disclosures, H.R.1007, the ""Retirement Enhancement and Savings Act of 2019,"" S.972, the ""Retirement Enhancement and Savings Act of 2019,"" H.R. 1994, the ""SECURE Act,"" S.1431, the ""Retirement Security and Savings Act of 2019,"" S.1574, the ""Lifetime Income Disclosure Act,"" and H.R.397, the Rehabilitation for Multiemployer Plans Act.","HOUSE OF REPRESENTATIVES,SENATE",80000,,0,0,2019-07-10T15:33:50.947000-04:00
2301513,4c43b3bf-cf69-458a-947c-dfde8c08faf7,Q2,"CASSIDY & ASSOCIATES, INC.",8453,SOCIETY OF ACTUARIES,2019,second_quarter,RET,General legislative issues related to actuarial profession,"HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",20000,,0,0,2019-07-11T12:43:00.133000-04:00
2301676,53932839-d93e-4ee1-9172-5ce462fb62c1,Q2,"NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION, INC.",27742,"NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION, INC.",2019,second_quarter,RET,"Pension Reform
Multiemployer Pension Reform
The Giving Retirement Options for Workers Act
The Butch Lewis Act (H.R. 397)","HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE",,210000,0,0,2019-07-11T14:56:36.273000-04:00
2301702,cbdae6fb-1d56-4e4c-acc4-251db1b4fc3d,Q2,MR. MARK REY,400454181,NATIONAL OLDER WORKERS CAREER CENTER,2019,second_quarter,RET,Assisting retired federal workers secure new employment opportunities,"HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),SENATE,U.S. Forest Service",6000,,0,0,2019-07-11T15:01:47.460000-04:00
2301753,67e2dda8-be50-40b8-889d-7b69319b3e20,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,2019,second_quarter,RET,"401 (k) Disclosure:  Track Department of Labor rulemaking regarding 401 (k) fee disclosure.

Monitor the SEC's proposed Regulation Best Interest.

Lobby in support of the Lifetime Income Disclosure Act.

Lobby in support of the Retirement Enhancement and Savings Act, Lobby in support of H.R. 1994 - the SECURE Act.

Lobby in support of a requirement that the SEC develop a specific initial Filing Form for registered index linked annuities.","Commodity Futures Trading Commission (CFTC),HOUSE OF REPRESENTATIVES,Risk Management Agency,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,540000,0,0,2019-07-11T15:32:20.480000-04:00
2301825,1d738833-8b87-433c-aa24-174187a12ce8,Q2,SIFF & ASSOCIATES PLLC,400665998,FMR LLC,2019,second_quarter,RET,"H.R. 1994, the ""Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019,"" legislation to allow more and easier ways for workers to save for retirement; entire bill. Proposals to simplify disclosures for investors using email communications (no bill introduced). SEC proposed Regulation Best Interest (83 Fed. Reg. 21574, May 9, 2018). Department of Labor final fiduciary rule (81 Fed. Reg. 20945, Apr. 8, 2016) following Fifth Circuit injunction and impending regulatory response to the injunction. Proposals and concepts to revise agency interpretations to make it easier for employers to offer retirement savings to their workers. General education concerning disclosure modernization and simplification to improve the efficiency, delivery, and utility of required disclosures for retirement benefits for the benefit of plan participants. General education concerning the importance of eliminating the IRS' so-called ""one bad apple"" rule regarding the tax qualification of group retirement plans when one participant fails to meet required standards and the impact on the remaining compliant participants.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",50000,,0,0,2019-07-11T16:25:01.673000-04:00
2301974,06a1b019-45d9-45e9-8c3d-6c8258e2fca8,Q2,"BUILDING AND CONSTRUCTION TRADES DEPT., AFL-CIO",7383,BUILDING AND CONSTRUCTION TRADES DEPT AFL-CIO,2019,second_quarter,RET,"General advocacy, clarification and guidance on NABTU policy concerning multiemployer pension legislation. No bill. 

HR 397 - Rehabilitation for Multiemployer Pensions Act - To amend the Internal Revenue Code of 1986 to create a Pension Rehabilitation Trust Fund, to establish a Pension Rehabilitation Administration within the Department of the Treasury to make loans to multiemployer defined benefit plans. Entire bill.","Energy, Dept of,HOUSE OF REPRESENTATIVES,SENATE,White House Office",,230000,0,0,2019-07-12T08:03:40.587000-04:00
2302135,8598f255-5873-49e1-91e0-404b68261891,Q2,SIFF & ASSOCIATES PLLC,400665998,"CENTER FOR CAPITAL MARKETS COMPETITIVENESS, U.S. CHAMBER OF COMMERCE",2019,second_quarter,RET,"Section 5 of President Trump's April 10, 2019 Executive Order 13868, ""Promoting Energy Infrastructure and Economic Growth,"" regarding the voting of proxies held by ERISA funds. Department of Labor final fiduciary rule (81 Fed. Reg. 20945, Apr. 8, 2016) and the status of various Prohibited Transaction Exemptions following the 5th Circuit injunction of the final fiduciary rule. State efforts to impose a patchwork of fiduciary obligations on retirement plans regulated under ERISA and the issues this poses for the uniformity Congress intended when it enacted ERISA with its preemption provision. Standards governing fiduciaries under section 402, section 403, section 404, and section 405 of ERISA.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of,White House Office",50000,,0,0,2019-07-12T10:29:39.213000-04:00
2302147,49e527a8-13b8-433c-9674-9572c0173e79,Q2,SIFF & ASSOCIATES PLLC,400665998,SIGNATORY WALL AND CEILING CONTRACTORS ALLIANCE,2019,second_quarter,RET,"H.R. 397, the ""Rehabilitation for Multiemployer Pensions Act,"" 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 proposals to authorize composite multiemployer pension plans as a means to provide a secure, sustainable retirement for workers while ensuring the viability of sponsoring employers (no bill introduced). General education concerning the importance of authorizing new plan designs as part of any comprehensive reform of multiemployer defined benefit pension plans. General education concerning the need for Congress to pass legislation to reform multiemployer pensions, to address more than just ""red zone"" plans, to provide solutions for the long-term stability of the multiemployer pension system, and to avoid proposals that would cause additional multiemployer plans to face insolvency. Nomination of Gordon Hartogensis to be Executive Director of the Pension Benefit Guranty Corporation.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of,White House Office",30000,,0,0,2019-07-12T10:32:44.027000-04:00
2302232,34540581-0fbc-4d43-b774-3a82b1e84cb7,Q2,"MELTSNER STRATEGIES, LLC",401079030,NATIONAL ORGANIZATION OF SOCIAL SECURITY CLAIMANTS' REPRESENTATIVES,2019,second_quarter,RET,"Issues Related to Social Security Disability reform, including the Social Security Administration's attempt to change video conferencing requirements, Social Security 2100 Act (H.R. 860); the hiring of Administrative Law Judges, The ALJ Competitive Service Restoration Act (H.R. 2429)","HOUSE OF REPRESENTATIVES,SENATE",15000,,0,0,2019-07-12T11:02:18.437000-04:00
2302239,401a80b4-810b-4657-aaa2-1d8a8e611314,Q2,BUCHANAN INGERSOLL & ROONEY PC,55291,"THE RITESCREEN COMPANY, LLC",2019,second_quarter,RET,Development of companys government relations objectives and strategy with respect to Coal Act retirees issue.,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2019-07-12T11:06:20.577000-04:00
2302475,49d1a8a6-eb7e-4a28-9250-ce7177d349e1,Q2,HANCE SCARBOROUGH,17443,ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS,2019,second_quarter,RET,"Issues related to federal education policy. Social Security for Public Retirees, S.634 Education Freedom Scholarships and Opportunity.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2019-07-12T14:08:01.413000-04:00
2302638,4fefc942-4af4-4801-a0a0-3d601e5cbbd4,Q2,LINCOLN NATIONAL CORPORATION,22872,LINCOLN NATIONAL CORPORATION,2019,second_quarter,RET,"Issues related to retirement security including: retirement plan standards, savings initiatives, best interest standard of care, lifetime income opportunities and pension reform. 
HR 1007 Retirement Enhancement and Savings Act of 2019 (RESA). Issue: retirement security reforms.
S 972 Retirement Enchancement and Savings Act of 2019 (RESA). Issue: retirement security reforms.
PL 111-148 The Patient Protection and Affordable Care Act. Issue: assessments under state-based insurance exchanges. 
HR 1185/S 463 FAMILY Act. Issue: paid family and medical leave.
HR 1940/S 920 New Parents Act of 2019. Issue: paid family and medical leave. 
Discussion draft CRADLE Act. Issue: paid family and medical leave.","HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE",,200000,0,0,2019-07-12T15:33:59.470000-04:00
2302781,03496ae5-33e2-475e-ae64-bc065be2c80a,Q2,1600 GROUP LLC,401105018,INTERNATIONAL BROTHERHOOD OF TEAMSTERS,2019,second_quarter,RET,"H.R. 397, The Rehabilitation for Multiemployer Pensions Act","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2019-07-12T16:47:55.900000-04:00
2302960,b8295c4c-d9df-489d-9f78-ba38c48565e8,Q2,PETER TURZA,401103236,"ABF FREIGHT SYSTEMS, INC.",2019,second_quarter,RET,"Issues arising with respect to multiemployer pension plans and the obligations of contributing employers to such plans involving ERISA, the Internal Revenue Code, MPPAA, the PPA and subsequent legislative efforts including the co-called Butch Lewis Act.","HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2019-07-14T12:23:23.847000-04:00
2303245,3d786541-b498-496a-9aea-604a71d4c329,Q2,NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE,27467,NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE,2019,second_quarter,RET,"Cost of Living Adjustment Relief.  H.R. 860/S. 269, the Social Security 2100 Act; H.R. 1170/S. 478, the Social Security Expansion Act; H.R. 1553, the Fair COLA for Seniors Act of 2019; and H.R. 2302/S. 1132, the Protecting and Preserving Social Security Act:  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.  H.R. 860/S. 269, the Social Security 2100 Act; H.R. 1170/S. 478, the Social Security Expansion Act; H.R. 2302/S. 1132, the Protecting and Preserving Social Security Act; and H.R. 2654, the Strengthening Social Security Act:  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):  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.  (No bill):  Proposal to require a commission to make recommendations for achieving solvency of the Social Security trust funds for 75 years.

Supplemental Security Income (SSI).  (No bill):  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. 141/S. 521, Social Security Fairness Act of 2019:  Proposal to repeal the Government Pension Offset and Windfall Elimination Provision.  

Social Security Administration (No bill):  Proposals pertaining to the President of the United Statess nomination of Andrew M. Saul, of New York, to be Commissioner of Social Security for the term expiring January 19, 2025.

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

Protecting Seniors from Garnishment.  (No bill):  Proposals to protect Social Security beneficiaries from having their Social Security benefits garnished to recover unpaid student loans.

Disability Adjudication.  (No bill):  Proposal to stop the Social Security Administration from reinstituting the reconsideration step of the Social Security Disability Insurance (SSDI) adjudication process in the ten states where that step is not used.   

Social Security and Supplemental Security Income Disability Benefits 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.  (No bill):  Proposal to bar payment of benefits for seniors with outstanding warrants for their arrest.  

Social Security Benefit Improvement.  (No bill):  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. 2302/S. 1132, the Protecting and Preserving Social Security Act, H.R. 2901/S. 1616, the Maintain Access to Vital Social Security Services Act:  Proposals to protect and preserve Social Securitys network of local field offices from closure or consolidation.

Strenthening Beneficiaries Rights.  (No bill):  Various proposals relating to the protection and rights available to Social Security and Supplemental Security Income beneficiaries.","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),SENATE,Social Security Administration (SSA),Treasury, Dept of",,220000,0,0,2019-07-15T11:12:37.317000-04:00
2303348,3f702138-7ba7-4095-9188-1decd05b164b,Q2,THE NEW ENGLAND COUNCIL,29106,NEW ENGLAND COUNCIL,2019,second_quarter,RET,"S. 972 - Retirement Enhancement and Savings Act (RESA)
HR 1994 - Setting Every Community Up for Retirement Enhancement (SECURE) Act","HOUSE OF REPRESENTATIVES,SENATE",,10000,0,0,2019-07-15T11:46:18.457000-04:00
2303459,e1067860-bdbf-440c-bdbd-eb11cd880b68,Q2,"NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC.",26980,"NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC.",2019,second_quarter,RET,Social Security Fairness Act; Windfall Elimination Provision (WEP) reform; Law enforcement Officers Equity Act; protecting and preserving public pension plans; Rehabilitation for Multiemployer Pensions Act,"Bureau of Justice Assistance,HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Office of Justice Program,SENATE,White House Office",,40000,0,0,2019-07-15T12:45:59.620000-04:00
2303697,5c740fce-55dd-46eb-9731-9be1605be24b,Q2,"CAPITOL HILL STRATEGIES,  LLC",91774,INVESTMENT COMPANY INSTITUTE,2019,second_quarter,RET,Issues relating to retirement security and proposals to enhance and improve retirement savings.,"HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2019-07-15T14:36:25.147000-04:00
2303949,3c9e7be6-3716-4a00-b32f-f6c0984aef9d,Q2,HOLLAND & KNIGHT LLP,18466,"CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.",2019,second_quarter,RET,Educating Members of Congress and staff on the Department of Labor's Conflict of Interest Rule.,"HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2019-07-15T15:43:51.500000-04:00
2304031,df23b87c-5d48-4fa4-a431-b66ff08ce6ca,Q2,"CAPITOL HILL STRATEGIES,  LLC",91774,PRUDENTIAL FINANCIAL INC,2019,second_quarter,RET,"Issues relating to retirement security and proposals to enhance and improve retirement savings.  
Legislation to enhance retirement plan options","HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2019-07-15T16:12:22.143000-04:00
2304039,21aa1909-4c49-4a50-ba6b-3e1c3c576e6d,Q2,"CAPITOL HILL STRATEGIES,  LLC",91774,PRINCIPAL FINANCIAL GROUP,2019,second_quarter,RET,Issues relating to retirement security and proposals to enhance and improve retirement savings.,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2019-07-15T16:16:27.003000-04:00
2304743,95ffed18-b16f-4c5e-b3bd-1e7f6a19a10a,Q2,AMERICAN VETERINARY MEDICAL ASSOCIATION,3630,AMERICAN VETERINARY MEDICAL ASSOCIATION,2019,second_quarter,RET,H.R. 1994 The SECURE Act,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",,230000,0,0,2019-07-16T11:38:56.893000-04:00
2304890,65e5984d-e82e-4016-812d-b9757ae55cbe,Q2,"DOTCHIN & ASSOCIATES, LLC",401105105,UNITED PARCEL SERVICE,2019,second_quarter,RET,"Multi-Employer Pension Reform Proposals
HR 397, Rehabilitation for Multi-Employer Pensions Act","HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2019-07-16T12:14:55.367000-04:00
2304944,2984b49e-6fd5-44e1-9da2-0550318cbef8,Q2,"NEXA STRATEGIES, LLC",401103711,DOTCHIN & ASSOCIATES ON BEHALF OF UNITED PARCEL SERVICE,2019,second_quarter,RET,"Multi-Employer Pensions Reform Proposals
HR 397, Rehabilitation for Multi-Employer Pensions Act","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2019-07-16T12:37:12.760000-04:00
2304986,8b0237cd-4173-44b6-b9aa-3afe9cd123a2,Q2,DAVIS & HARMAN LLP,11674,NATIONWIDE INSURANCE COMPANIES,2019,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 related to self correcting inadvertent plan errors. Proposals that would consolidate various retirement and IRA types. Proposals related to annuity incentives. Proposals related to electronic disclosure, including H.R. 4610/S. 3795, the RETIRE Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act.  S. 1431, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes. S. 321, Retirement Security Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H.R. 1084, Family Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act.","HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2019-07-16T13:08:41.967000-04:00
2304993,1d7d0d94-0f8b-45e6-b115-11de3610331f,Q2,DAVIS & HARMAN LLP,11674,NATIONAL RURAL ELECTRIC COOPERATIVE ASSN,2019,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 (115th Congress). Proposals related to defined benefit plan administration. H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). S. 1431, Retirement Security and Savings Act . H.R. 4610/S.3795, RETIRE Act (115th Congress). H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H.R. 1084, Family Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act.","HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2019-07-16T13:10:46.280000-04:00
2305000,6001dd72-ac90-4949-a3f1-e2322968a4f1,Q2,DAVIS & HARMAN LLP,11674,MCCLATCHY COMPANY,2019,second_quarter,RET,"Plan Funding Relief. H.R. 1007/S. 972 Retirement Enhancement and Savings Act. H.R. 1916, Save Community Newspaper Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act.","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2019-07-16T13:13:49.857000-04:00
2305003,93996c17-f7f0-4d3e-892d-f049d0dbad6d,Q2,DAVIS & HARMAN LLP,11674,LPL FINANCIAL,2019,second_quarter,RET,"Proposals to enhance retirement savings opportunities for employers, employees, and individuals, including self correcting inadvertent plan errors. Small business tax credit. Issues related to the Department of Labor's regulation defining fiduciary. Required minimum distribution issues. SIMPLE IRAs. H.R. 1938, Small Employer Retirement Savings Auto-Enrollment Credit Act. H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). S. 1431, Retirement Security and Savings Act. S. 321, Retirement Security Act. S. 322, SIMPLE Plan Modernization Act. H.R. 1084, Family Savings Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 4637, the SAVE Act (115th Congress).","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2019-07-16T13:14:52.107000-04:00
2305072,887ac21e-e88f-4fe1-a180-03b1c3194dd0,Q2,FINANCIAL EXECUTIVES INTERNATIONAL,14520,FINANCIAL EXECUTIVES INTERNATIONAL,2019,second_quarter,RET,Pension and retirement regulations and legislation,"Commodity Futures Trading Commission (CFTC),Defense Contract Audit Agency (DCAA),Defense, Dept of (DOD),Government Accountability Office (GAO),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Natl Economic Council (NEC),Office of Management & Budget (OMB),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,22300,0,0,2019-07-16T13:35:14.937000-04:00
2305084,d6463aed-e5bd-47cd-8f19-34904ac281ff,Q2,DAVIS & HARMAN LLP,11674,EDWARD JONES INVESTMENTS,2019,second_quarter,RET,"Proposals related to limited partnerships. Proposals related to small business retirement issues. SIMPLE IRAs. Issues related to Internal Revenue Code Section 199A. Required minimum distribution issues. H.R. 1084, Family Savings Act. S. 1431, Retirement Security and Savings Act. S. 321, Retirement Security Act. S. 322, SIMPLE Plan Modernization Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress).","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2019-07-16T13:37:17.783000-04:00
2305088,91fc034b-5184-4074-a7c5-4af1aa451f29,Q2,DAVIS & HARMAN LLP,11674,BROKER/DEALER COORDINATION GROUP,2019,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. Legislative proposals to address the fiduciary issue. Preemption of state fiduciary rules. H.R. 1815, SEC Disclosure Effectiveness Testing Act.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2019-07-16T13:38:22.047000-04:00
2305144,08573ace-ebca-4ec1-b17f-8264917e45b0,Q2,SUMMIT STRATEGIES GOVERNMENT AFFAIRS LLC,401103550,THE ASSOCIATION OF UNION CONSTRUCTORS,2019,second_quarter,RET,"Issues related to multiemployer pension reform. H.R. 397, the Rehabilitation for Multiemployer Pensions Act.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2019-07-16T13:49:44.877000-04:00
2305201,56beea4a-c864-4a66-9833-425c98a53da7,Q2,DAVIS & HARMAN LLP,11674,MISSIONSQUARE RETIREMENT,2019,second_quarter,RET,"Proposals related to retirement and retiree health savings and collective investment trusts. H.R. 4610/S. 3795, RETIRE Act (115th Congress).  H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement (SECURE) Act. S. 1431, Retirement Security and Savings Act.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2019-07-16T14:01:06.287000-04:00
2305215,b9445dcd-6b0f-4f05-9676-ac947d826513,Q2,DAVIS & HARMAN LLP,11674,VANGUARD GROUP,2019,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/S. 3795, RETIRE Act (115th Congress). H.R. 1994, Setting Every Community Up for Retirement Enhancement (SECURE) Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. Executive Order 13847, Strengthening Retirement Security in America.",HOUSE OF REPRESENTATIVES,10000,,0,0,2019-07-16T14:03:10.753000-04:00
2305275,d754326d-743a-45a5-a1ca-c29545374c32,2T,"THE CHARLES GROUP, LLC",53458,"ASSOCIATION OF MATURE AMERICAN CITIZENS, INC.",2019,second_quarter,RET,creation of Social Security IRA and other Social Security reforms,"Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,SENATE",,,0,1,2019-07-16T14:17:36.440000-04:00
2305481,a276d160-e3d2-46e8-8036-c7d06c23f0fe,2T,DAVIS & HARMAN LLP,11674,NEWS MEDIA ALLIANCE,2019,second_quarter,RET,"Plan Funding Relief. H.R. 1007/S. 972 Retirement Enhancement and Savings Act. H.R. 1916, Save Community Newspaper Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act.","HOUSE OF REPRESENTATIVES,SENATE",,10000,0,1,2019-07-16T15:01:06.870000-04:00
2305696,63b0246c-b80e-4e4f-abf1-1098122d01c5,Q2,DAVIS & HARMAN LLP,11674,AMERICAN BENEFITS COUNCIL,2019,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 the 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 the establishment of savings accounts for emergencies. Proposals related to disaster relief. Issues related to P.L. 115-97. S. 2526, 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 (115th Congress). H.R. 4610/S. 3795, the RETIRE Act (115th Congress). H.R. 4158, the Retirement Plan Modernization Act (115th Congress). H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). S. 2474/H.R. 6540, Retirement Savings Lost and Found Act (115th Congress). Retirement Enhancement and Savings Act (115th Congress). Proposals related to self-correcting inadvertent plan errors. H.R. 6690, the Portable Retirement and Investment Account Act (115th Congress). H.R. 88, Retirement, Savings and Other Tax Relief Act (115th Congress). H.R. 4604, Increasing Access to a Secure Retirement Act (115th Congress). H.R. 1007/ S. 972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act (SECURE). S. 322, SIMPLE Plan Modernization Act. H.R. 1084, Family Savings Act. S. 1428, Retirement Parity for Student Loans Act.","HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2019-07-16T15:41:13.137000-04:00
2305741,6a432036-c142-467d-ae0d-b3a4bd363f63,Q2,TRUCKER HUSS APC,400537609,WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND,2019,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",50000,,0,0,2019-07-16T15:48:30.777000-04:00
2305971,8d344566-948a-4c1b-833c-8c41587ce816,Q2,AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES,3481,AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES,2019,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.
H.R. 6757 - Family Savings Act of 2018
H.R. 6990 - Portable Retirement and Investment Account Act of 2018


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. 3218 - Strengthening Financial Security Through Short-Term Savings Accounts Act of 2018
S. 3219 - A bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the requirements for multiple employer plans, and for other purposes
S. 3220 - Refund to Rainy Day Savings Act 
S. 3221 - Retirement Security Flexibility 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",,159266,0,0,2019-07-16T17:19:37.960000-04:00
2306220,7e92bb34-6876-48b7-bfb8-29c5500ddae0,2A,GIRL SCOUTS OF THE U.S.A.,16236,GIRL SCOUTS OF THE U.S.A.,2019,second_quarter,RET,H.R. 1994-Setting Every Community Up for Retirement Enhancement Act,"HOUSE OF REPRESENTATIVES,SENATE",,39712,0,0,2019-07-17T09:00:21.657000-04:00
2306235,07791df5-6978-41c3-aea6-bfccd055d1a9,Q2,PRINCIPAL FINANCIAL GROUP,32178,PRINCIPAL FINANCIAL GROUP,2019,second_quarter,RET,"HR 1994 - The SECURE Act - To amend the Internal Revenue Code of 1986 to encourage retirement savings, and for other purposes. 

HR 1993 - Not Yet Titled - To amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the rules relating to multiple employer plans and pooled employer plans and to modify PBGC premiums for CSEC plans. 

HR 1007 - Retirement Enhancement and Savings Act of 2019 - To amend the Internal Revenue Code of 1986 to encourage retirement savings, and for other purposes.

HR 982 - Not Yet Titled - 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.
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).
The requirement applies to a group in which all of the plans
are individual account plans or defined contribution plans;
have the same trustee, the same one or more named fiduciaries, the same administrator, and plan years beginning on the same date; and
provide the same investments or investment options to participants and beneficiaries.
The bill also specifies that, for the purposes of applying the numerical limitations related to the electronic filing of returns for deferred compensation plans, each plan for which information is provided on the return must be treated as a separate return.

HR 1084 - Family Savings Act of 2019 - o amend the Internal Revenue Code of 1986 to encourage retirement and family savings, and for other purposes.

HR 1439 - Increasing Access to s Secure Retirement Act of 2019 - To amend the Employee Retirement Income Security Act of 1974 to provide a fiduciary safe harbor for the selection of a lifetime income provider, and for other purposes.

S 354 - Not Yet Titled - 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.
his 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).
The requirement applies to a group in which all of the plans
are individual account plans or defined contribution plans;
have the same trustee, the same one or more named fiduciaries, the same administrator, and plan years beginning on the same date; and
provide the same investments or investment options to participants and beneficiaries.
The bill also specifies that, for the purposes of applying the numerical limitations related to the electronic filing of returns for deferred compensation plans, each plan for which information is provided on the return must be treated as a separate return.

S 972 - Not Yet Titled - A bill to amend the Internal Revenue Code of 1986 to encourage retirement savings, and for other purposes. 

HR1938 Small Employer Retirement Savings Auto-Enrollment Credit Act
This bill allows a three-year $500 business-related tax credit for eligible small employers who include and maintain an automatic contribution arrangement in an employer-sponsored retirement plan.  An ""eligible employer"" is an employer with no more than 100 employees who received at least $5,000 of compensation from the employer for the preceding year.","HOUSE OF REPRESENTATIVES,SENATE",,593000,0,0,2019-07-17T09:30:29.253000-04:00
2306452,628e4777-3136-4408-a268-5e42dce08e61,Q2,"WILLIAMS AND JENSEN, PLLC",41454,"THE VANGUARD GROUP, INC.",2019,second_quarter,RET,H.R.1994 SECURE Act.,"HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",60000,,0,0,2019-07-17T10:39:44.443000-04:00
2306755,21cfebcd-6a09-450f-a40f-5fb4a438b562,Q2,"WILLIAMS AND JENSEN, PLLC",41454,LOS ANGELES COUNTY EMPLOYEES' RETIREMENT SYSTEM,2019,second_quarter,RET,"Social Security legislation, H.R. 141, S. 521.","HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2019-07-17T11:42:52.893000-04:00
2306767,e28c2ab1-2a9e-4589-9803-0b7792d341e8,Q2,"WILLIAMS AND JENSEN, PLLC",41454,HOUSTON FIREFIGHTERS RELIEF AND RETIREMENT FUND,2019,second_quarter,RET,"Social Security legislation, H.R. 141, S. 521.","HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",40000,,0,0,2019-07-17T11:43:56.283000-04:00
2306769,49554bfb-d173-4437-b937-91639e0d9589,Q2,NATIONAL COUNCIL OF FARMER COOPERATIVES,27638,NATIONAL COUNCIL OF FARMER COOPERATIVES,2019,second_quarter,RET,"Issues relating to pension premiums paid by farmer cooperatives; provisions relating to agriculture and farmer cooperatives

H.R. 1994, Setting Every Community Up for Retirement Enhancement Act of 2019; provisions relating to 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)",,353000,0,0,2019-07-17T11:44:57.643000-04:00
2306889,ba8c4f06-6698-4e5e-bb3b-40c2f187e76a,Q2,"WILLIAMS AND JENSEN, PLLC",41454,AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY,2019,second_quarter,RET,Benefit distributions in the form of annuities.  Fiduciary Rule.,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",20000,,0,0,2019-07-17T11:59:24.723000-04:00
2306929,666aff5e-9e86-4937-a6db-c775799f90cb,Q2,NEWS MEDIA ALLIANCE,29298,NEWS MEDIA ALLIANCE,2019,second_quarter,RET,Pension regulation; SECURE Act,"HOUSE OF REPRESENTATIVES,Library of Congress (LOC),SENATE,U.S. Copyright Office,U.S. Trade Representative (USTR)",,415806,0,0,2019-07-17T12:09:37.803000-04:00
2306936,bc629afd-cafe-4da3-b614-c2546bec5cff,Q2,NATIONAL FRATERNAL ORDER OF POLICE,27866,NATIONAL FRATERNAL ORDER OF POLICE,2019,second_quarter,RET,"H.R. 1195/S.473, 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;


H.R. 1256/ S. 531, the Fair Return for Employees on Their Initial Retirement Earned (RETIRE) Act, which 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",,55000,0,0,2019-07-17T12:11:40.523000-04:00
2307197,19b7a04d-41b7-4d91-812c-87194eb95003,Q2,HOGAN LOVELLS US LLP,18422,CALIFORNIA STATE TEACHERS' RETIREMENT SYSTEM,2019,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,,0,0,2019-07-17T13:13:57.333000-04:00
2307601,2e0ae786-62f7-4484-a805-b500efa9d780,Q2,NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION,28674,NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION,2019,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, the association focused on the following:

S. 972 - Retirement Enhancement and Savings Act of 2019 - section 206.

H.R. 1994 - Setting Every Community Up for Retirement Enhancement Act of 2019 - section 206.","Agriculture, Dept of (USDA),HOUSE OF REPRESENTATIVES,SENATE",,320000,0,0,2019-07-17T14:33:45.403000-04:00
2307827,5d6f3910-b8b4-4ef7-bd0f-dc2913661f49,Q2,DAVIS & HARMAN LLP,11674,INSPIRA FINANCIAL,2019,second_quarter,RET,"Issues related to retirement savings. Issues related to automatic rollovers, missing participants, PBGC, and cash-out limits. H.R. 4158, the Retirement Plan Modernization Act (115th Congress). S. 2474/ H.R. 6540, Retirement Savings Lost and Found Act(115th Congress). H.R. 1007/ S.972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. S. 1431, Retirement Security and Savings Act of 2019. S. 321, Retirement Security Act of 2019.",HOUSE OF REPRESENTATIVES,10000,,0,0,2019-07-17T15:00:51.710000-04:00
2307837,8239a458-5e52-4ae3-8e59-1758df344094,Q2,DAVIS & HARMAN LLP,11674,RETIREMENT INDUSTRY TRUST ASSOCIATION,2019,second_quarter,RET,"Issues related to retirement savings, self-directed IRAs, and alternative investments. H.R. 1007/ S. 972, Retirement Enhancement and Savings Act (RESA). H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. S. 1431 Retirement Security and Savings Act.","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2019-07-17T15:03:56.993000-04:00
2307852,edea59ec-1f53-4f50-87e6-018b27f0c00d,Q2,DAVIS & HARMAN LLP,11674,TIAA,2019,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/S. 3795, RETIRE Act (115th Congress). H.R. 1007/S.972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 1084, Family Savings Act. S. 1431, Retirement Security and Savings Act of 2019. H.R. 1439, Increasing Access to a Secure Retirement Act of 2019. H.R. 3078, Expanding Access to Retirement Savings for Caregivers Act.","HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2019-07-17T15:06:00.973000-04:00
2307859,8cd3cf03-5c97-44c0-876b-c91b5aaeab19,Q2,DAVIS & HARMAN LLP,11674,SPARK INSTITUTE,2019,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. Issues related to lifetime income and auto features. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1907 Retirement Security for American Workers. H.R. 1007/S. 972, Retirement Enhancement and Savings Act (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act.",HOUSE OF REPRESENTATIVES,10000,,0,0,2019-07-17T15:07:05.217000-04:00
2307908,cfd4b895-6fca-4b5f-8675-6067ef519148,Q2,"BREDHOFF & KAISER, P.L.L.C.",304953,BAKERY AND CONFECTIONERY UNION & INDUSTRY INTERNATIONAL PENSION FUND,2019,second_quarter,RET,"H.R. 397, Rehabilitation for Multiemployer Pensions Act of 2019; multiemployer pension reform for underfunded pension plans","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2019-07-17T15:17:28.240000-04:00
2308025,48287457-84da-423f-bfb4-2977a141bfe5,Q2,UNITED FOOD & COMMERCIAL WORKERS INTERNATIONAL UNION,39121,UNITED FOOD & COMMERCIAL WORKERS INTERNATIONAL UNION,2019,second_quarter,RET,Met with House and Senate staff regarding pension issues such as Rehabilitation for Multiemployer Pensions Act (HR 397).,"HOUSE OF REPRESENTATIVES,SENATE",,170000,0,0,2019-07-17T15:43:08.293000-04:00
2308157,8251e97d-e9d8-4220-9a08-ff53195818d0,Q2,AMERICAN BENEFITS COUNCIL,4675,AMERICAN BENEFITS COUNCIL,2019,second_quarter,RET,"Legislative
Equality Act - H.R. 5/S. 788
Retirement Security Act of 2019 - S. 321 
Rehabilitation for Multiemployer Pensions Act - H.R. 397
Retirement Enhancement and Savings Act of 2019 - S. 972
Family Savings Act of 2019 - H.R. 1084 
Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993
Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994
The Retirement Security & Savings Act - S. 1431
Tax Incentives for 401 (k) contributions
Automatic 401 (k) Act 
Financial wellness
Fiscal Year 2020 Budget Proposal 
Non-discrimination issues affecting defined benefit plans 
Defined benefit pension plan funding rules
PBGC premiums
Environmental, Social and Governance (ESG) principals in investing

Regulatory and Other
Executive Order - Environmental, Social and Governance (ESG) principles in investing
Executive Order on Strengthening Retirement Security in America 
ERISA Uniformity
SEC Best Interest Standard Guidance - clarification of regular rate of pay application to benefits
Electronic communication and disclosure of benefits information 
Required minimum distribution (RMD) rules related to 403 (b) plans
Multiple Employer Plans - MEPs 
Multiemployer pension plan issues
State retirement plan initiatives  
Plan administration - certification of hardship withdrawals and determination letter program 
Lump sum payments to participants in pay status
Student loan repayment benefit
Missing Participants 
Emergency savings
Form 5500 Reporting 
Cyber security
DOL - Definition of Fiduciary","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),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of,White House Office",,311457,0,0,2019-07-17T16:11:57.920000-04:00
2308199,4d720b24-42c9-4aed-a9f6-5ce527e59780,Q2,"AMERICAN POSTAL WORKERS UNION, AFL-CIO",3138,AMERICAN POSTAL WORKERS UNION AFL-CIO,2019,second_quarter,RET,"Support of H.R. 1170/S. 478, the Social Security Expansion Act
Support of H.R. 141/S. 521, the Social Security Fairness Act
Support of H.R. 2478, the Federal Retirement Fairness Act","HOUSE OF REPRESENTATIVES,SENATE",,70000,0,0,2019-07-17T16:19:15.313000-04:00
2308283,32ffc000-29a3-4bfc-be40-bdbf67c69f11,Q2,THE CHARLES SCHWAB CORPORATION,34637,CHARLES SCHWAB CORPORATION,2019,second_quarter,RET,"H.R. 144, the Setting Every Community Up for Retirement Enhancement Act.","Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE",,650000,0,0,2019-07-17T16:31:44.783000-04:00
2308568,29ae43b2-6ec0-4085-9381-b7e0d245efa8,Q2,NATIONAL ASSOCIATION FOR THE ADVANCEMENT OF COLORED PEOPLE,48975,NATIONAL ASSOCIATION FOR THE ADVANCEMENT OF COLORED PEOPLE,2019,second_quarter,RET,"Oppose the provisions in section 3-2(b) and (d) of HR 1994, the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act), because they undermine public education by providing tax breaks to fund homeschooling and education expenses related to private K-12 schools.
Support HR 860 / S.269 the Social Security 2100 Act to preserve and expand social security","Agriculture, Dept of (USDA),Alcohol & Tobacco Tax & Trade Bureau (TTB),Army, Dept of (Corps of Engineers),Bureau of Alcohol Tobacco Firearms & Explosives,Bureau of Citizenship & Immigration Services (BCIS),Bureau of the Census,Centers For Disease Control & Prevention (CDC),Consumer Financial Protection Bureau (CFPB),Defense, Dept of (DOD),Economic Development Administration,Education, Dept of,Environmental Protection Agency (EPA),Federal Communications Commission (FCC),Federal Deposit Insurance Corporation (FDIC),Federal Housing Finance Agency (FHFA),Federal Motor Carrier Safety Administration,Federal Reserve System,Food & Drug Administration (FDA),Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),Internal Revenue Service (IRS),Justice, Dept of (DOJ),Labor, Dept of (DOL),Natl Credit Union Administration (NCUA),Natl Park Service (NPS),Office of Management & Budget (OMB),Office of Personnel Management (OPM),Office of Policy Development,Office of the Comptroller of the Currency (OCC),SENATE,Small Business Administration (SBA),State, Dept of (DOS),U.S. Customs & Border Protection,U.S. Immigration & Customs Enforcement (ICE),White House Office",,72500,0,0,2019-07-17T18:35:20.940000-04:00
2308648,9f9d5f6b-7cd0-4c62-8b75-e78ab30f4d02,Q2,ATLAS ADVOCACY,401100069,UNITED MINE WORKERS OF AMERICA,2019,second_quarter,RET,HR 935 - Miners Pemsion Protection Act - a bill to provide for transfers to the 1974 UMWA pension plan and a reduction in the minimum age for allowable in-service distributions.,"HOUSE OF REPRESENTATIVES,SENATE",36000,,0,0,2019-07-17T20:41:40.897000-04:00
2308704,f44aebc9-5da9-4e5d-b1c2-17ff3c657637,Q2,"SODEXO, INC.",77798,"SODEXO, INC.",2019,second_quarter,RET,Monitoring of legislation regarding pension reform.,"Administration for Children & Families (ACF),Agriculture, Dept of (USDA),Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,SENATE,White House Office",,115580,0,0,2019-07-18T07:59:15.050000-04:00
2308971,8094e5ca-33b9-4f77-978a-0803ccdf860c,Q2,FIERCE GOVERNMENT RELATIONS,401103500,UPS (UNITED PARCEL SERVICE),2019,second_quarter,RET,Issues relating to Multiemployer Pension Plans,"HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2019-07-18T10:00:57.127000-04:00
2308995,7893cfb1-f4bf-47a9-8e0b-3305d1d7c036,Q2,DAVIS & HARMAN LLP,11674,VOYA SERVICES COMPANY,2019,second_quarter,RET,"Issues related to retirement and taxation. Issues related to employee benefit plan administration and electronic delivery of IRC- and ERISA- mandated statements and disclosures. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1007/S. 972, Retirement Enhancement and Savings Act H.R. 1084, Family Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act.","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2019-07-18T10:03:07.407000-04:00
2309020,a52db2fb-f4be-4078-a56f-d85ae3d64489,Q2,DYKEMA GOSSETT PLLC,12915,JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.),2019,second_quarter,RET,"Lobbied on Retirement Enhancement and Savings Account S.972.
Lobbied on The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) H.R. 1994.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2019-07-18T10:04:14.407000-04:00
2309122,fec687f0-b897-4f02-bf0a-d15ee561d5e8,Q2,"DAIRY FARMERS OF AMERICA, INC.",47314,DAIRY FARMERS OF AMERICA INC,2019,second_quarter,RET,Educated members of Congress on problems with multi-employer pensions.,"Agriculture, Dept of (USDA),HOUSE OF REPRESENTATIVES,SENATE,White House Office",,225000,0,0,2019-07-18T10:19:49.177000-04:00
2309186,cf5a5451-f99f-48b5-9ef4-ec5c19897f69,Q2,"OWENS-ILLINOIS, INC",49646,OWENS-ILLINOIS INC,2019,second_quarter,RET,Pension and retirement issues; PBGC Premiums.,"Energy, Dept of,Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE,Treasury, Dept of,U.S. Trade Representative (USTR)",,170000,0,0,2019-07-18T10:26:07.503000-04:00
2309232,acd2b2b4-e52d-4a9f-b63c-c794163298d2,Q2,"MERCURY PUBLIC AFFAIRS, LLC",70175,"PRIMERICA, INC.",2019,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,,0,0,2019-07-18T10:30:20.130000-04:00
2309395,6fecaac7-1e8b-4499-8fde-d11250df20cd,Q2,UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA,39063,UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA,2019,second_quarter,RET,"Issues regarding the creation of new composite multiemployer plans.

Issues regarding the funding of multiemployer pension plans, funding and solvency of the PBGC Multiemployer Fund.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",,120000,0,0,2019-07-18T10:57:30.447000-04:00
2309894,894c007e-6d4d-469d-89a9-99f79db9398d,Q2,CHARTWELL STRATEGY GROUP LLC,401104750,"BOSTON ASSET MANAGEMENT ASSOCIATION, INC.",2019,second_quarter,RET,General overview for members and staff.,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2019-07-18T12:48:41.643000-04:00
2309975,a2f5b90b-041e-4dbb-bf50-78ea4672ec17,Q2,"HECHT LATHAM SPENCER & ASSOCIATES, INC., FORMERLY KNOWN AS HECHT SPENCER & ASSOC",17966,BOY SCOUTS OF AMERICA,2019,second_quarter,RET,"S. 972 - Retirement Enhancement and Savings Act of 2019 - Section 206 - modification of PBGC premium rules for cooperatives and charities;
H.R. 1994 - SECURE Act - Section 206 - Same as above.","HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2019-07-18T13:08:08.270000-04:00
2310024,5a57129c-44c1-46f3-843d-b3b93743e4cf,Q2,CHARTWELL STRATEGY GROUP LLC,401104750,EMPOWER RETIREMENT LLC (FKA GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY),2019,second_quarter,RET,"General overview for members and staff, retirement policy, financial services, pension reform.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2019-07-18T13:17:27.427000-04:00
2310048,2d78fa40-d2fc-445e-b376-a046ebd030f9,Q2,CHARTWELL STRATEGY GROUP LLC,401104750,"LPL FINANCIAL, LLC",2019,second_quarter,RET,General overview for members and staff.,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2019-07-18T13:22:37.193000-04:00
2310115,cb3b3cd8-e1c0-4c84-b595-df34c2cd9aba,Q2,CHARTWELL STRATEGY GROUP LLC,401104750,PUTNAM INVESTMENTS,2019,second_quarter,RET,"General overview for members and staff, retirement policy, tax reform, pension reform.","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2019-07-18T13:42:05.947000-04:00
2310188,382ff3b7-157c-4a04-a2dc-b6f2e46c0863,Q2,AMERICAN SYMPHONY ORCHESTRA LEAGUE - DBA LEAGUE OF AMERICAN ORCHESTRAS,3583,AMERICAN SYMPHONY ORCHESTRA LEAGUE - DBA LEAGUE OF AMERICAN ORCHESTRAS,2019,second_quarter,RET,Support for action legislation to improve the status of multiemployer pension plans.,"Federal Communications Commission (FCC),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Justice, Dept of (DOJ),SENATE,U.S. Fish & Wildlife Service (USFWS)",,20000,0,0,2019-07-18T13:56:30.587000-04:00
2310491,9be3c6c5-6c8e-4b09-84a8-ffd3c4f7dbe9,Q2,THORN RUN PARTNERS,400534596,AARP,2019,second_quarter,RET,Social Security changes to benefits and eligibility.,"HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2019-07-18T14:42:12.907000-04:00
2310516,aecce8f4-b248-42cc-a63a-a28bde2158d5,Q2,FMR LLC,48816,FMR LLC,2019,second_quarter,RET,RETIRE Act; SECURE Act; Retirement Enhancement and Savings Act (RESA); open MEPs; disclosure effectiveness; retirement policy,"Consumer Financial Protection Bureau (CFPB),Federal Reserve System,HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Office of the Comptroller of the Currency (OCC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,540000,0,0,2019-07-18T14:44:20.500000-04:00
2310571,de91d7e6-b307-4f2b-bcee-6e16060dcc1c,2@,DAVIS & HARMAN LLP,11674,NEWS MEDIA ALLIANCE,2019,second_quarter,RET,"Plan Funding Relief. H.R. 1007/S. 972 Retirement Enhancement and Savings Act. H.R. 1916, Save Community Newspaper Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act.","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,1,2019-07-18T14:48:38.797000-04:00
2310678,206b4555-09bb-4331-b6a8-e87434bb3fd8,Q2,NATIONWIDE MUTUAL INSURANCE COMPANY,26411,NATIONWIDE MUTUAL INSURANCE COMPANY,2019,second_quarter,RET,"-H.R. 1994, Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - to encourage retirement savings
-H.R. 1007, S. 972, Retirement Enhancement and Savings Act of 2019 (RESA) - To amend the Internal Revenue Code of 1986 to encourage retirement savings, and for other purposes.
-H.R. ___, Automatic Retirement Plan Act - to mandate employers provide employees with retirement savings opportunities, among other retirement related improvements. 
-S.1431, Retirement Security and Savings Act - To amend the Internal Revenue Code of 1986 to encourage retirement and family savings, and for other purposes. (Portman/Cardin II)
-H.R.1993, to modify the rules relating to multiple employer plans and pooled employer plans and to modify PBGC premiums for CSEC plans.
-H.R. 397 Rehabilitation for Multiemployer Pensions Act 2019 - This bill establishes the Pension Rehabilitation Administration within the Department of the Treasury and a related trust fund to make loans to certain multiemployer defined benefit pension plans
-H.R. 545, the Financial Relief for Feds Act - to allow penalty-free distributions from retirement accounts in the case of Federal employees and certain Federal contractors impacted by the Federal Government shutdown.
-H.R. 860, the Social Security 2100 Act - To protect our Social Security system and improve benefits for current and future generations.
-H.R. 1084, Family Savings Act of 2019 - To amend the Internal Revenue Code of 1986 to encourage retirement and family savings, and for other purposes.
-H.R.1938 - To amend the Internal Revenue Code of 1986 to provide a credit to small employers providing an eligible automatic contribution arrangement under a retirement savings plan. (start-up credit to encourage plans with auto-enrollment features. Included in SECURE Act)
-H.R. 1439, the Increasing Access to a Secure Retirement Act -to provide a fiduciary safe harbor for the selection of a lifetime income provider, and for other purposes.
-H.R. 1043, S. 460, the Employer Participation in Repayment Act - This bill expands the tax exclusion for employer-provided educational assistance to include payments of qualified education loans by an employer to either an employee or a lender.
-H.R. 1194, S. 448, the Graduate Student Savings Act - This bill allows funds paid to an individual to aid in the pursuit of graduate or postdoctoral study or research to be saved in an Individual Retirement Account (IRA).
-S. 321 Retirement Security Act - amend the Internal Revenue Code of 1986 to modify safe harbor requirements applicable to automatic contribution arrangements
-S. 322, SIMPLE Plan Modernization Act - making improvements to SIMPLE retirement accounts and easing the transition from a SIMPLE plan to a 401(k) plan
-H.R. 4610 (2017), RETIRE Act - authorize the electronic delivery of pension plan documents required to be furnished to a plan participant, beneficiary, or other individual.
-H.R.1815, SEC Disclosure Effectiveness Testing Act - require the Securities and Exchange Commission, when developing rules and regulations about disclosures to retail investors, to conduct investor testing
-H.R.1043; S. 460, Participation in Repayment Act of 2019, Student Debt repayments through employer contributions 
-H.R.7203 (2018), Long-Term Care Account Act - allows tax-exempt long-term care accounts that are funded using a taxpayer's gains from the sale or assignment of a life insurance contract.
-H.R. 1516. S. 647, Wall Street Tax Act - to impose a tax on certain trading transactions
S. 1011, Small Business Employees Retirement Enhancement Act-eliminate barriers to the formation of open multiple employer plans (MEPs)
S. 1020, Retirement Flexibility Act - incentivize the adoption of automatic enrollment and automatic escalation by establishing three new regulatory safe harbors. 
S. 1019, Strengthening Financial Security Through Short-Term Savings Act - allow employers to automatically enroll their workers into emergency savings accounts (ESAs) in addition to retirement accounts. 
S. 1018, Refund to Rainy Day Savings Act -allow individuals to defer receipt of 20 percent of their tax refund for 180 days, at which time the deferred amount is paid with interest. 
H.R. 2120, S. 1053, Saving for the Future Act - require employers with 10 or more employees to contribute 50 cents for every hour worked by an employee (including part-time employees) to a savings account.
HR 3351, Financial Services and General Government Appropriations Act -prohibit the SEC from implementing or enforcing Regulation Best Interest.
H.R. 1876, Senior Security Act of 2019 - to establish an interdivisional task force at the Securities and Exchange Commission (SEC) to develop recommendations to increase protections for older investors who are most vulnerable to exploitation.
S. 1435, Federal Retirement Commission Act - establish a federal commission to review private retirement benefit programs and submit a report to Congress 
S. 354/H.R. 982, 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. 3078, Expanding Access to Retirement Savings for Caregivers Act - To amend the Internal Revenue Code of 1986 to reduce the age for making catch-up contributions to retirement accounts to take into account time out of the workforce to provide dependent care services.
S. 321, Retirement Security Act of 2019 - amend the Internal Revenue Code of 1986 to modify safe harbor requirements applicable to automatic contribution arrangements
H.R. 1907, Retirement Security for American Workers Act - To amend the Internal Revenue Code of 1986 to modify the qualification requirements with respect to certain multiple employer plans with pooled plan providers, and for other purposes.
H. Res. 328, Supporting the protection of elders through financial literacy - expresses the understanding that continued education and cooperation among law enforcement, financial institutions, regulatory agencies, and private sector organizations are necessary to combat elder financial exploitation.
S. 345, Surviving Widow(er) Income Fair Treatment (SWIFT) Act - To amend title II of the Social Security Act to increase survivors benefits for disabled widows, widowers, and surviving divorced spouses
S. 975/H.R. 2005, Women's Retirement Protection Act - To amend the Employee Retirement Income Security Act of 1974 to provide for greater spousal protection under defined contribution plans
Issue: SEC/DOL Best Interest Standard of Care 
S. 1950, Strengthen Social Security by Taxing Dynastic Wealth Act - undo the changes to the estate tax made under the Tax Cuts and Jobs Act in 2017, restoring estate and gift tax to 2009 levels to fund Social Security","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)",,780000,0,0,2019-07-18T14:57:12.970000-04:00
2310829,c5872fb0-131a-46b1-9be2-962cb5ea4ec4,Q2,DAVIS & HARMAN LLP,11674,LINCOLN NATIONAL CORPORATION,2019,second_quarter,RET,"Comprehensive pension and retirement savings legislation. H.R. 1007/S. 972, Retirement Enhancement and Savings Act (RESA). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 4610/S. 3795 RETIRE Act (115th Congress).","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2019-07-18T15:16:07.410000-04:00
2310911,5de8a4f5-5824-4fec-9c25-7f353c8d7eb7,Q2,INTERNATIONAL BROTHERHOOD OF BOILERMAKERS,19811,INTERNATIONAL BROTHERHOOD OF BOILERMAKERS,2019,second_quarter,RET,Multi-employer Pension Reform,"HOUSE OF REPRESENTATIVES,SENATE",,100000,0,0,2019-07-18T15:24:43.347000-04:00
2311249,d3f1326c-9d17-4d66-a383-ff2b3c05966b,Q2,INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS,19775,INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS,2019,second_quarter,RET,"Support Butch Lewis Act H.R. 397
Oppose Composite Pension Proposal (No Bill Number)","Federal Aviation Administration (FAA),Federal Railroad Administration,HOUSE OF REPRESENTATIVES,SENATE,U.S. Trade Representative (USTR)",,495000,0,0,2019-07-18T16:00:28.010000-04:00