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
3375487,d072dbb0-b220-4759-b7a4-107231d9bbd3,Q2,LYCOS ADVISORY GROUP,401108422,BONUS,2025,second_quarter,RET,General Awareness,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2025-06-30T17:01:11-04:00
3375608,c4f0b586-4c45-4ec5-a37b-0d81d3a22378,Q2,"LEDGE COUNSEL, INC.",22438,NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION,2025,second_quarter,RET,Civil Service Retirement and Social Security,"HOUSE OF REPRESENTATIVES,Office of Personnel Management (OPM),SENATE",10000,,0,0,2025-07-01T10:30:12-04:00
3376040,af81c998-931f-456e-8972-116f8d4dedc6,Q2,NATIONAL ASSOCIATION OF POSTAL SUPERVISORS,401075023,NATIONAL ASSOCIATION OF POSTAL SUPERVISORS,2025,second_quarter,RET,"H.Con.Res 14, provisions included that may impact the Federal Employees Retirement System (FERS), the Civil Service Retirement System (CSRS) or the Thrift Savings Plan (TSP).","HOUSE OF REPRESENTATIVES,SENATE",,27250,0,0,2025-07-02T10:11:42-04:00
3376202,4d030e51-df15-43f0-8f78-70be0c00db19,2T,"DUTKO WORLDWIDE, LLC",12868,ACCENTURE FEDERAL SERVICES LLC,2025,second_quarter,RET,Monitor IT Modernization at the Social Security Administration. Support language to accelerate IT modernization efforts at SSA,"HOUSE OF REPRESENTATIVES,SENATE",40000,,0,1,2025-07-02T15:02:52-04:00
3376316,2ff7d3f2-dc39-4496-984b-39444120e30d,Q2,TREA SENIOR CITIZENS LEAGUE,38426,TREA SENIOR CITIZENS LEAGUE,2025,second_quarter,RET,"Social Security Reform; The Social Security Expansion Act (S.770, H.R.1700), The Social Security 2100 Act Protecting Social Security; Protect Social Security and Medicare Act (H.R.1950) Eliminating the Taxation of Social Security Benefits; The You Earned it You Keep It Act, The Senior Citizens Tax Elimination Act (H.R.1040), No Tax on Social Security (H.R.904)","HOUSE OF REPRESENTATIVES,SENATE",,5000,0,0,2025-07-03T10:40:39-04:00
3377199,26d1fb16-fda4-48fe-b681-ec40308f22e3,Q2,INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES,401105446,INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES,2025,second_quarter,RET,Oppose the Giving Retirement Options to Workers Act,,,100000,0,0,2025-07-07T14:18:10-04:00
3377857,4a8cd568-05c0-400a-9b74-eb74c666db22,Q2,VENABLE LLP,39941,"ASSOCIATION OF FOOD AND DAIRY RETAILERS, WHOLESALERS AND MANUFACTURERS",2025,second_quarter,RET,"Implementation guidance related to the multiemployer funding provisions enacted in P.L. No. 117-2, the American Rescue Plan Act of 2021; Potential reform concepts for the multiemployer pension system","HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2025-07-08T16:41:10-04:00
3378685,05df6c2f-e1e4-4534-9f40-688dc6928f88,Q2,PENN AVENUE PARTNERS,400918672,"BRIGHTHOUSE FINANCIAL, INC.",2025,second_quarter,RET,Retirement issues impacting Brighthouse Financial.,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2025-07-09T21:41:12-04:00
3379707,963f010a-df84-4027-bcfa-3dac17851ef8,Q2,GUSTO,401106368,GUSTO,2025,second_quarter,RET,Preserve existing tax incentives for SMB retirement plans,"HOUSE OF REPRESENTATIVES,SENATE",,20000,0,0,2025-07-11T09:07:37-04:00
3379880,e69c4d46-22e8-4231-97d9-fad2e8edd51f,Q2,"CAPITOL CITY GROUP, LTD.",52903,"ASCENSUS, INC.",2025,second_quarter,RET,"legislation and issues relative to retirement and pensions; secured choice 2.0 and 3.0; 401K's, IRAs, health savings accounts, state sponsored retirement programs. . S.26 A bill to exclude locality adjustments from average pay for purposes of computing the amount of retirement annuities of new employees; H.R.2023 S988 Women's Retirement Protection Act; H.R.1522 Federal Retirement Fairness Act; H.R.2089 Generating Retirement Ownership through Long-Term Holding; S.Res.76 Resolution authorizing expenditures by the Committee on Health, Education, Labor and Pensions; H.R.1895 Delphi Retirees Pension Restoration Act;. H.R.1 One Big Beautiful Bill Act as it relates to retirement and pensions; S.2217A bill to amend the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986 regarding pension plans for independent workers, and for other purposes.","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2025-07-11T11:22:44-04:00
3380075,d150efea-69a4-464a-9685-bf7b44ba1d3c,Q2,"ALLON ADVOCACY, LLC",401104657,"FORGE GLOBAL, INC.",2025,second_quarter,RET,Issues related to the treatment of certain retirement accounts.,"HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE",50000,,0,0,2025-07-11T13:57:13-04:00
3381329,0f014101-87ac-442a-819a-e3f9b492b766,Q2,RICH FEUER ANDERSON,84775,MISSIONSQUARE RETIREMENT,2025,second_quarter,RET,Proposals related to retirement and retiree health savings and collective investment trusts.,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2025-07-14T13:19:02-04:00
3381496,f1b16bc5-a1f3-498f-bbc2-fc357a606331,Q2,NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS,26901,NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS,2025,second_quarter,RET,"Issues related to IRA and pension reform. Issues related to investment advice 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.","HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),SENATE,Treasury, Dept of",,459605,0,0,2025-07-14T14:08:26-04:00
3381508,12870796-cb30-4e4c-958b-370160cbdcda,Q2,RICH FEUER ANDERSON,84775,BLACKROCK FUNDS SERVICES GROUP LLC (FORMERLY BLACKROCK CAPITAL MANAGEMENT INC.),2025,second_quarter,RET,"Issues related to retirement security and savings, including retirement income products and retirement income disclosures.","HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2025-07-14T14:10:32-04:00
3381733,755bd7a4-31db-4ef1-8664-0fb0d0456265,Q2,I STREET ADVOCATES,51753,AMERICAN POSTAL WORKERS UNION,2025,second_quarter,RET,Support for the Federal Retirement Fairness Act H.R. 1522; Opposition to any attempt to take away or reduce the earned benefits and compensation of postal workers.,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2025-07-14T15:06:45-04:00
3381858,7e0abba5-2ce3-4dc8-83ea-f19a910fb4fa,Q2,"CASSIDY & ASSOCIATES, INC.",8453,SOCIETY OF ACTUARIES,2025,second_quarter,RET,General legislative issues related to the actuarial profession,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2025-07-14T15:37:48-04:00
3382093,b4f85cff-e8f3-4a82-8f1c-9e6797054bc7,Q2,BALLARD PARTNERS,401104288,ALEXANDER VON FURSTENBERG FAMILY,2025,second_quarter,RET,Issues regarding retirement.,"SENATE,White House Office",90000,,0,0,2025-07-14T17:13:58-04:00
3382179,127c4c52-27cd-47c7-8859-5cd237a26247,Q2,MUTCH GOVERNMENT RELATIONS,401105675,PIKES PEAK AREA COUNCIL OF GOVERNMENTS,2025,second_quarter,RET,Renewal of the Older American Act,HOUSE OF REPRESENTATIVES,6000,,0,0,2025-07-14T17:57:46-04:00
3382356,83d18c96-4612-4719-8102-c194ffcacba4,Q2,"CORNERSTONE GOVERNMENT AFFAIRS, INC.",75557,BLACKROCK FUNDS SERVICES GROUP LLC,2025,second_quarter,RET,Issues affecting the asset management industry and retirement savings.,"HOUSE OF REPRESENTATIVES,SENATE",90000,,0,0,2025-07-15T00:41:11-04:00
3382596,bc8dfa9e-cc0d-441b-a195-a08a698e5c11,Q2,PRINCIPAL FINANCIAL GROUP,32178,PRINCIPAL FINANCIAL GROUP,2025,second_quarter,RET,"S.1831 - Auto Reenroll Act - This bill allows plan sponsors to automatically reenroll non-participating employees into their employer-sponsored retirement plans at least once every three years. S.1707 - Helping Young Americans Save Act - This bill lowers the age required for retirement plan eligibility to 18 (from 21). S.1728 - Employee Ownership Representation Act - This bill adds two representatives of ESOP organizations to the ERISA Advisory Council. S.1645 - American Ownership and Resilience Act - This bill proposes a new zero-subsidy investment facility within Commerce to provide loan guarantees for private investment funds focused on supporting employee ownership transitions at small and mid-size businesses. S.1840 - Retirement Investment in Small Employers Act - This bill would raise the minimum tax credit that small businesses with fewer than 10 employees can receive when establishing a retirement plan from a minimum threshold of $500 to $2,500. S. No Bill Number Assigned- Unlocking Benefits for Independent Workers Act - This bill would create a safe harbor under federal law for companies that would like to voluntarily provide access to benefits to contractors. S. No Bill Number Assigned - Independent Retirement Fairness Act - This bill would permit contractors to participate in retirement benefit plans like a single pension IRA and pooled employer plans, while insulating companies from being treated as an employer. H.R.2696 / S.1526 - Retirement Savings for Americans Act - This bill would create a federally-run defined contribution plan for private sector workers who lack access to or are ineligible for a workplace retirement plan from their employers. H.R.2988 - Protecting Prudent Investment of Retirement Savings Act - This bill requires retirement plan fiduciaries to prioritize maximizing returns rather than political or social impact via environmental, social, and governance factors.","HOUSE OF REPRESENTATIVES,SENATE",,414000,0,0,2025-07-15T10:40:22-04:00
3382736,1448d096-be91-4a61-8a66-23aa92872194,Q2,EARL POMEROY LLC,401109196,"ALLSUP, INC.",2025,second_quarter,RET,Administration of Social Security Disability Insurance/Administration of Ticket to Work Program.,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2025-07-15T11:25:34-04:00
3382998,7475bff1-1fb2-4d9b-87fd-52657cff420a,Q2,COVINGTON & BURLING LLP,11195,"JOHN HANCOCK LIFE INSURANCE COMPANY (USA) (FKA JOHN HANCOCK FIN. SERVICES, INC.)",2025,second_quarter,RET,"Retirement; long term care insurance; support H.R. 2547, Secure Family Futures Act; H.R. 842, Medicare Multi-Cancer Early Detection Screening Coverage Act.","HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2025-07-15T12:56:38-04:00
3383110,7a930d6f-4b69-4c4e-a971-f5442906fde6,Q2,NATIONAL RURAL LETTER CARRIERS' ASSOCIATION,28526,NATIONAL RURAL LETTER CARRIERS' ASSOCIATION,2025,second_quarter,RET,"H.R. 1522-""Federal Retirement Fairness Act""-legislation that would allow federal and postal employees who spent time in a non-career or temporary status before becoming a regular to buy back their time from their non-career status. The NRLCA endorsed this legislation. H.R. 491-""Equal COLA Act""-legislation that applies COLAs for annuities under FERS that is equal to the increase in inflation. The NRLCA supports this legislation. S. 624-""Equal COLA Act""-Senate companion to H.R. 491, the legislation would provide FERS cost of living adjustments equal to the increase in inflation. The NRLCA supports this legislation.","HOUSE OF REPRESENTATIVES,SENATE",,45000,0,0,2025-07-15T14:08:07-04:00
3383448,f63f01f9-d9f5-47ff-a0b0-8223b7754f4c,Q2,"AMERICAN POSTAL WORKERS UNION, AFL-CIO",3138,AMERICAN POSTAL WORKERS UNION AFL-CIO,2025,second_quarter,RET,"Support for Social Security Expansion Act (H.R. 1700 and S. 770) Support for Equal COLA Act (H.R. 491 and S. 624) Support for H.R. 1522, Federal Retirement Fairness Act","HOUSE OF REPRESENTATIVES,SENATE",,150000,0,0,2025-07-15T16:08:22-04:00
3383771,96e38e09-542c-47c1-a92b-aedf8b29d4cf,Q2,SUMMIT STRATEGIES GOVERNMENT AFFAIRS LLC,401103550,THE ASSOCIATION OF UNION CONSTRUCTORS,2025,second_quarter,RET,Issues related to multiemployer pensions.,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2025-07-15T17:58:22-04:00
3384206,01379e46-978e-46c7-8a5a-84887b5c51fa,Q2,INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION,401104677,INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION,2025,second_quarter,RET,"Issues relating to 401(k) defined contributions. Issues relating to Fiduciary Duties Regarding Asset Classes under ERISA (Retirement Savings Modernization Act), Department of Labor Retirement Security Rule: Definition of Investment Advice Fiduciary and Related Exemptions.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",,62000,0,0,2025-07-16T10:02:21-04:00
3384619,742e6bc7-26e6-4d46-81a0-ca5336ab9f2a,Q2,"PORT SIDE STRATEGIES, LLC",401105394,SOCIAL SECURITY WORKS,2025,second_quarter,RET,"S.770 - Social Security Expansion Act - in support. H.R.1700 - Social Security Expansion Act - in support. H.R.2909 - You Earned It, You Keep It Act - in support. S.1666 - Improving Social Securitys Service to Victims of Identity Theft Act - in support. H.R.3517 - Social Security Enhancement and Protection Act of 2025 - in support. H.Res.465 - Expressing the sense of the House of Representatives that the Congress should enact the Older Americans Bill of Rights to establish that older Americans should have the right to live with dignity and with independence. - in support.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2025-07-16T11:49:23-04:00
3384662,dc69a089-a56f-4922-a383-77a90c4b980c,Q2,SQUIRE PATTON BOGGS,30906,AON SERVICE CORPORATION (FKA AON HEWITT),2025,second_quarter,RET,Advice regarding retirement-related legislation and regulatory reform.,,130000,,0,0,2025-07-16T11:58:35-04:00
3384740,805bfb29-fc9e-4bc4-a360-8242e0ac7c6a,Q2,DAVIS & HARMAN LLP,11674,AMERICAN BENEFITS COUNCIL,2025,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 nonqualified deferred compensation. Proposals related to PEP service crediting. Proposals related to Section 401(h) surplus and VEBA surplus. Issues related to Internal Revenue Code Section 162(m). Issues related to tax incentives for retirement savings. Proposals related to environmental, social, and governance plan investments and proxy voting. Issues related to Qualified Professional Asset Managers. Issues related to cybersecurity in retirement plans. Proposals related to 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. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Issues related to Form 5500 filing and missing participants. Issues related to the use of brokerage windows in defined contribution plans. Proposals regarding pension risk transfers. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. State-administered retirement plan initiatives. Annuitization with respect to defined contribution plans. Proposals that would consolidate various retirement and IRA types. Proposals regarding a retirement lost and found. Proposals related to savings accounts for emergencies. Issues related to paid family and medical leave. Issues regarding age 18 eligibility. Issues related to Roth catch-up contribution effective date. Issues related to Department of Labor's use of common interest agreements. Proposals related to retirement plan litigation. Proposals regarding retirement plan investments in private assets. Proposals regarding an annuity safe harbor. Proposals regarding the use of pension surplus assets. Proposals regarding remittance tax. H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). H.R. 4830, Pension and Budget Integrity Act (117th Congress). H.R. 5877/S. 3746, Pension Risk Transfer Accountability Act (117th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). S. 4219/H.R. 7740, Employee and Retiree Access to Justice Act (117th Congress). H.R. 7780, Mental Health Matters Act (117th Congress). Technical corrections of H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers (118th Congress). H.R.7293, Automatic IRA Act of 2024 (118th Congress). S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act. H.R. 2696, Retirement Savings for Americans Act. H.R. 2023/S. 988, Women's Retirement Protection Act. H.R. 2544/S. 1222, Financial Freedom Act. H.R. 2869, EBSA Investigations Transparency Act. H.R. 2958, Balance the Scales Act. H.R. 1, to provide for reconciliation pursuant to title II of H. Con. Res. 14.","HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE",80000,,0,0,2025-07-16T12:17:46-04:00
3384757,a6d0c00f-6123-4532-9829-dd53188afa54,Q2,DAVIS & HARMAN LLP,11674,GIRL SCOUTS OF THE USA,2025,second_quarter,RET,Pension funding issues. Proposals related to plan transfers.,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2025-07-16T12:21:27-04:00
3384764,3661c843-3a7e-4617-a9f9-3442db77ed8f,Q2,DAVIS & HARMAN LLP,11674,EDWARD JONES INVESTMENTS,2025,second_quarter,RET,"Proposals related to small business retirement issues and retirement savings issues. Issues related to automatic reenrollment. Partnership tax issues. Required minimum distribution issues. Proposals to assist caregivers. Issues regarding age 18 eligibility. Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 9765/S. 5148, Improving Retirement Security for Family Caregivers Act. (118th Congress) H.R. 9764/S. 5149, Catching Up Family Caregivers Act. (118th Congress) S. 1831, Auto Reenroll Act. S. 1707, Helping Young Americans Save for Retirement Act.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2025-07-16T12:23:41-04:00
3384773,ddb8e056-2449-435a-b1b1-2dd86fa39f3e,Q2,DAVIS & HARMAN LLP,11674,LINCOLN NATIONAL CORPORATION,2025,second_quarter,RET,Comprehensive pension and retirement savings legislation. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Proposals to reform 403(b) plan investments. Issues related to lifetime income proposals. Issues related to disclosure of longevity risk. Proposals regarding an annuity safe harbor. Technical Corrections to SECURE 2.0 Act of 2022.,"HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2025-07-16T12:25:25-04:00
3384793,17c3f791-fd0d-4d40-ab87-bfa7ccc39cd7,Q2,DAVIS & HARMAN LLP,11674,STATE STREET BANK AND TRUST CO.,2025,second_quarter,RET,"Issues related to expanding retirement coverage and adequacy, facilitating retirement income, and increasing retirement security. Issues related to Qualified Professional Asset Managers. Issues related to qualifying longevity annuity contracts. Proposals to reform the multiple employer plan rules. Issues related to default annuitization. Issues related to 403(b) investments. Annuity tax credits. Issues relating to disclosure of longevity risk. Proposals regarding electronic rollovers. Technical Corrections to SECURE 2.0 Act of 2022. S. 1831, Auto Reenroll Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 7293, Automatic IRA Act of 2024. (118th Congress)","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2025-07-16T12:27:33-04:00
3384814,d3e971b6-d9c1-4b1a-9a8b-e497910318c8,Q2,DAVIS & HARMAN LLP,11674,EMPOWER RETIREMENT LLC,2025,second_quarter,RET,"Proposals related to retirement plan enhancements. Tax incentives for retirement savings. Issues related to artificial intelligence. Proposals to reform 403(b) plan investments. Proposals regarding retirement plan investments in private assets. H.R. 7293, Automatic IRA Act of 2024. (118th Congress) S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act.","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2025-07-16T12:33:58-04:00
3384817,f3b9c017-8c05-4e9a-86f3-05f479f37e5d,Q2,DAVIS & HARMAN LLP,11674,WILLIS NORTH AMERICA INC,2025,second_quarter,RET,Issues related to tax incentives for retirement savings. Treatment of pooled-employer plans. Technical Corrections to SECURE 2.0 Act of 2022.,"HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE",,,0,0,2025-07-16T12:35:05-04:00
3384840,e09c58f0-532e-4807-aa94-b99aaa2b5cf8,Q2,DAVIS & HARMAN LLP,11674,TRANSAMERICA LIFE INSURANCE COMPANY,2025,second_quarter,RET,"Proposals related to retirement plans for small business. Proposals to reform the multiple employer plan rules. Proposals related to electronic disclosure. Proposals that would consolidate various retirement and IRA types. Issues related to audits of groups of plans. Proposals to reform 403(b) plan investments. Issues regarding age 18 eligibility. Proposals related to gig workers. Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 7293, Automatic IRA Act of 2024. (118th Congress) S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act. Discussion Draft of Unlocking Benefits for Independent Workers Act. Discussion Draft of Independent Retirement Fairness Act.","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2025-07-16T12:39:41-04:00
3384859,bb036434-49d8-42ba-9b10-8a9ee118bf2f,Q2,DAVIS & HARMAN LLP,11674,NATIONWIDE INSURANCE COMPANIES,2025,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. Proposals related to 401(h) surplus. Proposals that would consolidate various retirement and IRA types. Proposals to reform 403(b) plan investments. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Proposals related to ETFs and variable annuities. Technical Corrections to SECURE 2.0 Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) H.R. 7293, Auto IRA Act of 2024. (118th Congress) S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act.","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2025-07-16T12:41:36-04:00
3384880,d125dec6-1d9c-42c8-94a3-ba19b927cd10,Q2,DAVIS & HARMAN LLP,11674,NATIONAL RURAL ELECTRIC COOPERATIVE ASSN,2025,second_quarter,RET,"Proposals related to PBGC premiums. Proposals to facilitate new growth of pension plans. Proposals related to employee tax credit for employer retirement contributions. Proposals regarding surplus pension assets. H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). H.R.6738, Retirement Tax Credit Parity for Cooperatives and Charities Act (117th Congress).","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2025-07-16T12:46:13-04:00
3384888,6c2cf46f-3f20-4747-b243-1885358da01d,Q2,DAVIS & HARMAN LLP,11674,FMR LLC,2025,second_quarter,RET,"Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creating of new qualified retirement plans for small business. Work related to brokerage window investments. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Proposals related to remittance taxes. S. 1222/H.R. 2544, Financial Freedom Act. Technical Corrections to SECURE 2.0 Act of 2022. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. (118th Congress) S. 1831, Auto Reenroll Act. H.R. 1, to provide for reconciliation pursuant to title II of H. Con. Res. 14.","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2025-07-16T12:48:39-04:00
3384901,9e90a435-adae-484d-9db2-c44de6dc0f18,Q2,DAVIS & HARMAN LLP,11674,BROKER/DEALER COORDINATION GROUP,2025,second_quarter,RET,Issues related to the effect of the Department of Labor's fiduciary definition regulation and coordination of such regulation with SEC broker/dealer standard of care. Legislative proposals to address the fiduciary issue or the SEC standard of care. State fiduciary rules.,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Office of Management & Budget (OMB),SENATE",30000,,0,0,2025-07-16T12:50:21-04:00
3384920,57205b83-90fc-4d02-978e-762a2fc620a0,2T,DAVIS & HARMAN LLP,11674,LPL FINANCIAL,2025,second_quarter,RET,"Proposals to enhance retirement savings opportunities for employers, employees, and individuals. Small business tax credit. S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act.","HOUSE OF REPRESENTATIVES,SENATE",,,0,1,2025-07-16T12:52:12-04:00
3385146,cc1b4c08-6f13-4000-a6d8-3a1bb8179e05,Q2,INVARIANT LLC,314237,"COREBRIDGE FINANCIAL, INC. AND AFFILIATES",2025,second_quarter,RET,Monitor retirement security issues.,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2025-07-16T13:31:31-04:00
3385206,cdc4c381-0bf2-42af-9260-aec980fb44ef,Q2,DAVIS & HARMAN LLP,11674,VANGUARD GROUP,2025,second_quarter,RET,"Issues related to tax incentives for retirement savings. Default investments in IRAs. Issues related to employee benefit plan investments and administration, and electronic delivery of ERISA-mandated statements and disclosures. S. 1831, Auto Reenroll Act.","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2025-07-16T13:49:47-04:00
3385404,16120632-c9b4-443d-8846-b606455def86,Q2,ALLIANCE FOR RETIRED AMERICANS,67238,ALLIANCE FOR RETIRED AMERICANS,2025,second_quarter,RET,"1. Proposals to change the Social Security annual Cost of Living Adjustment formula 2. Proposals to raise the Social Security early and normal retirement ages 3. Proposals to ""means test"" Social Security benefits 4. Proposals to change the Social Security earnings cap 5. Proposals to change the Social Security withholding tax and increase benefits 6. H.R. 1700, Social Security Expansion Act, entire bill 7. S. 700, Social Security Expansion Act, entire bill 8. S. 1234, SSI Savings Penalty Elimination Act, entire bill 9. H.R. 1876, Keeping Our Field Offices Open Act, entire bill 10. H.R. 1877, Protecting Americans SocialSecurity Data Act, entire bill 11. Treatment of caregivers under the Social Security Act 12. Nomination of Frank Bisignano as Commissioner of Social Security 13. Proposals to increase the Social Security death benefit","HOUSE OF REPRESENTATIVES,SENATE",,80000,0,0,2025-07-16T14:20:21-04:00
3385533,1066a37b-86c3-4213-9cab-7241eaf23bcb,Q2,CHARTWELL STRATEGY GROUP LLC,401104750,EMPOWER RETIREMENT LLC (FKA GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY),2025,second_quarter,RET,"General Overview, retirement policy, financial services, pension reform.","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2025-07-16T14:33:42-04:00
3385543,c34d2274-0cfd-4211-9cb7-bf401b333d56,Q2,DAVIS & HARMAN LLP,11674,INSPIRA FINANCIAL,2025,second_quarter,RET,"Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress), regarding issues related to automatic portability.","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2025-07-16T14:34:48-04:00
3385548,ff709025-3f26-4d11-85d7-b5430073d0b0,Q2,DAVIS & HARMAN LLP,11674,MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY,2025,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. Issues related to the tax treatment of retirement plans, IRAs, and annuity products. Issues related to pension risk transfers.","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2025-07-16T14:35:47-04:00
3385589,c9b515c7-fc4c-44a0-ba53-316650685e08,Q2,DAVIS & HARMAN LLP,11674,SPARK INSTITUTE,2025,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. Technical Corrections to the SECURE 2.0 Act of 2022. S. 1831, Auto Reenroll Act.","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2025-07-16T14:39:30-04:00
3385594,f380b8ee-2a91-4d79-b5fe-55b574ebf1ed,Q2,DAVIS & HARMAN LLP,11674,RETIREMENT INDUSTRY TRUST ASSOCIATION,2025,second_quarter,RET,"Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments. Retirement proposals in the Treasury Department's General Explanations of the Administration's Fiscal Year 2025 Revenue Proposals. Discussion draft of Retirement Improvements and Savings Enhancements (RISE) Act of 2016. IRA investment changes in H.R. 5376, Build Back Better Act/Inflation Reduction Act (117th Congress).","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2025-07-16T14:40:31-04:00
3385607,f5a8c504-506b-4a4d-913b-105a60fc6061,Q2,DAVIS & HARMAN LLP,11674,MISSIONSQUARE RETIREMENT,2025,second_quarter,RET,"Proposals related to retirement and retiree health savings and collective investment trusts. Proposals related to governmental 457(b) plans. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress), related to the Roth catch-up contribution provision, and pension linked emergency savings accounts.","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2025-07-16T14:41:56-04:00
3385625,ed7f3394-2740-44b7-b49d-b6f4ee3c8546,Q2,CHARTWELL STRATEGY GROUP LLC,401104750,"GREAT GRAY TRUST COMPANY, LLC",2025,second_quarter,RET,General overview for members and staff,"HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2025-07-16T14:43:55-04:00
3386324,c175e775-55fe-420a-b33a-d44eed469993,Q2,MR. MARK REY,400454181,NATIONAL OLDER WORKERS CAREER CENTER,2025,second_quarter,RET,Assisting retired federal workers to secure new employment opportunities,"HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),SENATE,U.S. Forest Service",6000,,0,0,2025-07-16T16:36:58-04:00
3386484,2a4afb79-125b-441b-ad64-7e9ce8861ec0,Q2,THORN RUN PARTNERS,400534596,"PRUDENTIAL FINANCIAL, INC.",2025,second_quarter,RET,Issues related to retirement.,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2025-07-16T16:56:03-04:00
3386901,9c10a833-6c67-4195-ab0f-b06311b6e906,Q2,"THE PETRIZZO GROUP, INC.",305932,"BLACKROCK FUND SERVICES GROUP, LLC",2025,second_quarter,RET,Issues related to financial services policy.,"HOUSE OF REPRESENTATIVES,SENATE",45000,,0,0,2025-07-16T20:03:57-04:00
3387107,72d7c6cd-5728-435c-b031-aa247e9f708d,Q2,INVARIANT LLC,314237,"THE VANGUARD GROUP, INC.",2025,second_quarter,RET,Monitor retirement savings issues.,"HOUSE OF REPRESENTATIVES,SENATE",80000,,0,0,2025-07-16T22:25:16-04:00
3387248,d2e40b4a-957d-4888-ac42-90d6e518e213,Q2,"MISSY EDWARDS STRATEGIES, LLC",400547641,NCCMP,2025,second_quarter,RET,Monitor issues related to reforms of pension plans,"HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2025-07-17T05:19:05-04:00
3387266,d9891fac-1ab8-48d6-85b7-d8939d4beb79,Q2,CAPITOL COUNSEL LLC,313715,FRANKLIN TEMPLETON FUNDS,2025,second_quarter,RET,"Issues regarding retirement, tax, and financial services.","HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2025-07-17T05:59:42-04:00
3387426,e431d34b-167a-4d8a-9326-ac402d7e31bf,Q2,"T. ROWE PRICE GROUP, INC.",401108226,"T. ROWE PRICE GROUP, INC.",2025,second_quarter,RET,"H.R. 1, An Act to provide for reconciliation pursuant to title II of H. Con. Res. 14 The One Big Beautiful Bill Act H.R. 2089 and S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act. H.R. 6938 and S. 3976, Tax Relief for Victims of Crimes, Scams, and Disasters Act H.R. 1013 and S. 424 , the Retirement Fairness for Charities and Education Institutions Act of 2025 Private assets in DC plans Retirement income options Litigation reform for ERISA class actions Social Security","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",,60000,0,0,2025-07-17T09:12:49-04:00
3387615,5a3a7322-cd4b-40a3-ab43-849c4a9171bd,Q2,NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA),28515,NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA),2025,second_quarter,RET,- Draft retirement savings proposals impacting defined-benefit and defined-contribution plans,"HOUSE OF REPRESENTATIVES,SENATE",,1168434,0,0,2025-07-17T10:12:19-04:00
3387778,d91752fc-aae4-4aa7-8613-fb26fab93f77,Q2,INSURED RETIREMENT INSTITUTE,285494,INSURED RETIREMENT INSTITUTE,2025,second_quarter,RET,"Amends IRS Code to establish Auto Reenrollment Tax Credit (S.2512 - 118th Congress). DOL - EBSA - Implementation of the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022 (Public Law No: 117-328). DOL - EBSA - Request for Information - SECURE 2.0 Reporting and Disclosure (RIN 1210-AC23). DOL - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). DOL - Wage and Hour Division - Final Rule - Employee or Independent Contractor Classification Under the Fair Labor Standards Act - 87 FR 62218 (RIN 1235-AA43). DOL - Proposed Rule on Automatic Portability Transactions Exemption - 29 CFR 255 (RIN 1210-AC21). DOL Guidance on Pension‑Linked Emergency Savings Accounts. DOL- EBSA - Final Rule - Retirement Security Rule: Definition of an Investment Fiduciary - 29 CFR 2510, RIN 1210-AC02. DOL-EBSA- FINAL Amendments to PTE 2020-02 - 29 CFR 2550, RIN 1210-ZA32. DOL-EBSA- FINAL Amendments to PTEs 75-1, 77-4, 80-83, 83-1, and 86-128 - 29 CFR 2550, RIN 1210-ZA34. DOL - EBSA - Final Rule - Prohibited Transaction Class Exemption 84-14 for Transactions Determined by Independent Qualified Professional Asset Managers (the QPAM Exemption) (RIN 1210-ZA07). DOL - EBSA - Direct Final Rule - Removal of Definition of Plan Assets-Insurance Company General Accounts. DOL - EBSA - Direct Final Rule - Removal of Interpretive Bulletins Relating to the Employee Retirement Income Security Act of 1974. DOL - EBSA - Direct Final Rule - Selection of Annuity Providers-Safe Harbor for Individual Account Plans. Joint Resolution providing for congressional disapproval of the Department of Labors Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights Rule (S.J.Res.8/H.J. Res.30 - 118th Congress). Legislation and rulemaking affecting 403(b) retirement plans and federal and state regulations governing their administration and operation. Legislation establishing a federal regulatory framework to oversee the cryptocurrency market in and use of cryptocurrency in retirement plans. Legislation to clarify Form 5500 reporting requirement for retirement plans filing under a Group of Plans. Legislation to maintain and protect the diverse array of retirement plan structures. Legislation to prohibit IRSs use of private debt collection agencies for individuals over the age of 65. Legislation to promote, preserve and maintain tax-deferred treatment of retirement savings. Legislation to provide favorable tax treatment for guaranteed lifetime income. Legislation to provide technical corrections and extension of effective dates to implement the SECURE 2.0 Act. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform, ERISA, and securities laws. Legislation to clarify the annuity selection safe harbor (P.L.116-94, Div. O, Section 204) provides a plan sponsor with the same protections in selecting an annuity contract. Legislation to direct the SEC to allow the use of amended appropriate registration forms to authorize consistent registrations for non-variable products. Legislation to ensure a balanced approach to the regulation of environmental, social, and governance investments. Legislation to increase protections and safeguards for personal financial information. Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers. Legislation to make long-term care insurance tax-advantaged, accessible, and affordable. Legislation to provide balanced approach to regulating the use of AI by the insured retirement industry. Legislation to require defined contribution plans to offer participants the option to invest in protected, guaranteed lifetime income solutions for all or some of their account balances. Legislation to require inclusion of longevity risk language in annual plan notices. Legislation to require plan fiduciaries to provide retirement income education to employees throughout their working years. Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions. Proposals at the Department of Labor to Rescind ""ESG Rule"" and Draft ""Anti-ESG Rule."" Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions. SEC - FINRA - Proposed Rule Change to Extend the Effectiveness of Temporary FINRA Rule 3110.17 - SR-FINRA-2021-023. SEC - Implementation and Enforcement of Regulation BI and Form CRS. SEC - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division AA - Financial Services Matters, Title I-Registration for Index linked Annuities, Sec. 101. Parity for Registered Index-Linked Annuities Regarding Registration Rules. SEC - Final Rule - Registration for Index-Linked Annuities and Registered Market Value Adjustment Annuities; Amendments to Form N-4 for Index-Linked Annuities, Registered Market Value Adjustment Annuities, and Variable Annuities; Other Technical Amendments - 17 CFR Parts 230, 232, 239, and 274, RIN 3235-AN30. The Data Privacy Act (H.R.1165 - 118th Congress). The Empowering States to Protect Seniors from Bad Actors Act (H.R.5914 - 117th Congress). The E-SIGN Modernization Act of 2022 (S.3715 - 117th Congress). The Financial Freedom Act of 2023 (S.427/H.R.1177 - 118th Congress). The Financial Innovation and Technology for the 21st Century Act (H.R.4763 - 118th Congress). The General Accounts Product Clarifications Act (H.R.9515 - 117th Congress). The Lifetime Income for Employees Act of 2023 (H.R.3942 - 118th Congress). The Lummis-Gillibrand Responsible Financial Innovation Act (S.2281 - 118th Congress). The Portable Benefits for Independent Workers Pilot Program Act (S.1696/H.R.3482 - 118th Congress). The RETIRE Act (H.R. 5339 - 118th Congress). The Richard L. Trumka Protecting the Right to Organize (PRO) Act of 2023 (S.567/H.R.20 - 118th Congress). The SAFER Banking Act (S.2860 - 118th Congress). The Secure And Fair Enforcement (SAFE) Banking Act of 2023 (S.1323/H.R.2891 - 118th Congress). The Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2023 (S.1212/H.R.1059 - 118th Congress). The Small Business Tax Fairness Act (S.2387 - 117th Congress). The Small Businesses Add Value for Employees (SAVE) Act (H.R.4637 - 115th Congress). The Expanding Access to Retirement Savings for Caregivers Act (H.R.6772 - 118th Congress). The Automatic IRA Act of 2024 (H.R.7293-118th Congress). The Elder Justice Reauthorization and Modernization Act of 2023 (S.1198/H.R.2718-118th Congress). The Ensuring Sound Guidance Act (S.2282/H.R.4237 - 118th Congress). The Expanding Access to Capital Act (H.R.2799-118th Congress). The Financial Fitness Act (H.R.8944-118th Congress). The Empowering Main Street in America Act (S.5139-118th Congress). The Catching Up Family Caregivers Act (S.5149/H.R.9764-118th Congress). The Financial Exploitation Prevention Act 2023/2025(S.1481-118th Congress/H.R.2478-119th Congress). The Improving Disclosure for Investors Act 2024/2025(S.3815-118th Congress/H.R.2441-119th Congress). The Improving Retirement Security for Family Caregivers Act (S.5148/H.R.9765-118th Congress). The Retirement Fairness for Charities and Educational Institutions Act of 2025 (S.424/H.R.1013-119th Congress). The Senior Security Act of 2023/2025 (S.955-118th Congress/H.R.1469-119th Congress). The Auto Reenroll Act (S.1831 - 119th Congress). The GUARD Act (H.R.2978-119th Congress). The Helping Young Americans Save for Retirement Act (S.1707 - 119th Congress). The Protecting Prudent Investment of Retirement Savings Act (H.R.2988 - 119th Congress). The Retirement Proxy Protection Act (H.R. 1996 - 119th Congress). The Retirement Savings for Americans Act (S.1526/H.R.2696 - 119th Congress). The Retirement Simplification and Clarity Act (H.R. 10467 - 118th Congress). Treasury - IRS - Request for SECURE 2.0 Guidance. Treasury - IRS - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury - IRS - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022. Treasury - Request for Information on Financial Inclusion - 88 FR 88702 - Treas-Do-2023-0014. Treasury - FSOC - Joint Trade Effort to Restore 2019 Nonbank Financial Institution Guidance.","HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,170000,0,0,2025-07-17T10:52:47-04:00
3387968,6a944bfd-2f62-4e9d-a332-c01dd755aa3f,Q2,THE ERISA INDUSTRY COMMITTEE,13803,ERISA INDUSTRY COMMITTEE,2025,second_quarter,RET,"Paid leave issues Emergency savings Single-employer defined benefit issues Retirement plan disclosures Retirement plan investment requirements, options, duties, and related issues Retirement plan contribution flexibility Modernizing retirement plan administration Retirement plan recordkeeping issues PBGC premiums SECURE 2.0 Act implementation Multiemployer pensions Litigation and enforcement affecting benefit plans Retirement plan coverage Retirement incentives","Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Office of the Comptroller of the Currency (OCC),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,86195,0,0,2025-07-17T11:27:45-04:00
3388068,e4d64fc1-d180-4b11-86ae-6735b244a46f,Q2,"MINDSET ADVOCACY, LLC",296271,"CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.",2025,second_quarter,RET,General retirement issues impacting personal finance,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2025-07-17T11:43:06-04:00
3388136,985514bc-82c8-494c-a564-ffaad808f174,Q2,"MINDSET ADVOCACY, LLC",296271,INSTITUTE FOR PORTFOLIO ALTERNATIVES (IPA),2025,second_quarter,RET,"Fiduciary rule and legislation, defined contribution retirement plans","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",50000,,0,0,2025-07-17T11:53:42-04:00
3388168,a17a6626-c8c6-4c3a-a586-c6cd5fbc22e4,Q2,SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION,317914,SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION,2025,second_quarter,RET,"H.R. 20, Protecting the Right to Organize Act of 2025; H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 8478, Empowering States to Protect Seniors from Bad Actors Act; H. J. Res 142, Providing for congressional disapproval of the Department of Labor fiduciary rule; S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; S. 852, Protecting the Right to Organize Act of 2025; S. 1526, the Retirement Savings for Americans Act; S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S.5148/H.R. 9765, A bill to amend the Internal Revenue Code of 1986 to allow certain family caregivers to contribute to a Roth IRA; S. 5149/H.R. 9764, A bill to amend the Internal Revenue Code of 1986 to allow additional catch-up contributions for certain family caregivers; SEC proposed rule regarding Open-End Fund Liquidity Risk Management Programs and Swing Pricing; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Public Law 117-328 - Consolidated Appropriations Law (SECURE 2.0 retirement provisions); Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; Issues relating to the preservation of private sector retirement system; Legislation to make technical corrections related to implementation of SECURE 2.0; ERISA fiduciary legislative proposals; Small business tax credit for financial literacy; MAGA/Trump accounts in H.R. 1 (the One Big Beautiful Bill Act); New Code Y for Qualified Charitable Distributions on forms 1099-R and 5498.","Commodity Futures Trading Commission (CFTC),Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,2060000,0,0,2025-07-17T11:58:17-04:00
3388218,b475c1c4-3fa6-4d9d-8bbb-da31774c6527,Q2,"MINDSET ADVOCACY, LLC",296271,METROPOLITAN LIFE INSURANCE COMPANY,2025,second_quarter,RET,General retirement issues,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",60000,,0,0,2025-07-17T12:07:40-04:00
3388223,897c81a7-1d3d-466b-afbc-1301840dd34a,Q2,"MINDSET ADVOCACY, LLC",296271,NATIONAL COORDINATING COMMITTEE FOR MULTIEMPLOYER PLANS (NCCMP),2025,second_quarter,RET,Issues relating to multiemployer pension plan requirements,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of",,,0,0,2025-07-17T12:08:22-04:00
3388246,f14c2b72-f7df-47bb-8c1e-bfaf55daef19,Q2,"MINDSET ADVOCACY, LLC",296271,"PAYCHEX, INC.",2025,second_quarter,RET,PEP issues General retirement issues SECURE 2.0 implementation,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",40000,,0,0,2025-07-17T12:10:41-04:00
3388252,93122825-b26d-4a1b-a645-d13f6a600871,Q2,"PUBLIC STRATEGIES WASHINGTON, INC.",32486,PRINCIPAL FINANCIAL GROUP,2025,second_quarter,RET,Issues relating to retirement security,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2025-07-17T12:11:31-04:00
3388296,ccfdc0a5-1e66-4546-9152-8facb483b83c,Q2,"PUBLIC STRATEGIES WASHINGTON, INC.",32486,PRUDENTIAL FINANCIAL INC,2025,second_quarter,RET,Issues relating to retirement security Legislation to enhance retirement plan options Monitor legislation related to data privacy and security,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2025-07-17T12:17:10-04:00
3388300,c65065bd-61b6-4ce1-b581-0b81de8c222b,Q2,NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE,27467,NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE,2025,second_quarter,RET,"Older Americans Act Reauthorization. The Older Americans Act Reauthorization Act (S. 2120): Proposals to reauthorize the Older Americans Act (OAA) of 1965 and to increase the authorization of appropriations for OAA programs, which is the major federal discretionary funding source for home and community-based services for older adults and their caregivers. Programs supported through the OAA include home-delivered and congregate nutrition services, in-home supportive services, transportation, caregiver support, community service employment, health and wellness programs, the long-term care ombudsman program, services to prevent the abuse, neglect, and exploitation of older adults, and other supportive services. Medicare, Medicaid and Social Security. The Alleviating Barriers for Caregivers (ABC) Act (H.R. 2491): Proposals would require HHS and SSA to review application processes, procedures, forms, and communications for Medicare, Medicaid, Childrens Health Insurance Program, and Social Security programs in order to reduce administrative barriers facing family caregivers. The bill requires agencies to identify and report to Congress on actions that can be taken to streamline eligibility and assistance for family caregivers within existing programs. Social Security Cost of Living Adjustment (COLA). The Fair COLA for Seniors Act (No bill) and the Social Security Cost of Living Increase Act (No bill): Proposals to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries; the Boosting Benefits and COLAs for Seniors Act (No bill): Proposal to calculate COLAs using the current Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W) or the Consumer Price Index for the Elderly (CPI-E), whichever is greater. Social Security Expansion. The Social Security 2100 Act (No bill): Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. The Social Security Expansion Act (S. 770 and H.R. 1700): Proposals to enhance Social Security benefits and ensure the long-term solvency of the Social Security program. The Strengthening Social Security Act (No bill): Proposals to extend the solvency of the Social Security Trust Funds and improve benefits. The Safeguarding American Families & Expanding Social Security Act (No bill): Proposals to update and modernize Social Security benefits and to extend solvency of the Social Security Trust Funds. The Protecting and Preserving Social Security Act (No bill): Proposals to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries and to ensure the long-term solvency of the Social Security program by altering the payroll tax cap. The Protecting Our Widows and Widowers in Retirement Act (No bill): Proposals to improve benefits for widows and widowers in two-income households. The Surviving Widow(er) Income Fair Treatment Act (SWIFT Act) (No bill): Proposal to increase survivors benefits for disabled widows, widowers, and surviving divorced spouses; Social Security Enhancement and Protection Act (H.R. 3517): Proposal would improve Social Security benefits by increasing the Special Minimum Benefit, boosting benefits for seniors who have on the Social Security rolls for a long period of time, restore student benefits to age 26 and extend the life of the Trust Funds by eliminating the cap on Social Security benefits and phasing-in an increase in the payroll tax rate. Social Security Funding. The Medicare and Social Security Fair Share Act (H.R. 3271 and S. 1690): Proposals to close the loophole for wealthy individuals who bypass paying the net investment income tax (NIIT) and directing the revenue to the Social Security Trust Funds and to the Hospital Insurance Fund, which pays for Medicare Part A that covers inpatient care in hospitals. Social Security Privatization and Benefit Cuts. Proposals to borrow funds to invest in the stock market, to raise the Social Security retirement age and to cut Social Security benefits for future retirees promoted by Senator Bill Cassidy and Senator Angus King. Caregiver Social Security Credits. The Social Security Caregiver Credits Act (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 Notch. (No bill): Proposals to ensure that Social Security benefits for individuals born in 1960 and 1961 are not reduced as a result of the coronavirus-related drop in the average wage index. Protecting Seniors from Garnishment. (No bill): Proposal to protect Social Security beneficiaries from having their Social Security benefits garnished to recover unpaid student loans. Social Security Disability Insurance Claim Adjudication. (No bill): Proposal to nullify the rule finalized by the Social Security Administration on November 16, 2020, that outlines when its administrative appeals judges may hold hearings and issue decisions on individual cases. Currently, these judges serve an appellate function where they review, at the request of Social Security claimants, the decisions of the administrative law judges who issue decisions in individual cases. Social Security Overpayments. (H.R. 2999, H.R. 2142 and S. 1023): Proposals to protect retirees, survivors and people with disabilities from being forced to repay extra Social Security and Supplemental Security Income (SSI) benefits they received through no fault of their own. Strengthening Beneficiaries Rights. (No bill): Various proposals relating to the protection and rights available to Social Security and Supplemental Security Income beneficiaries. Social Security Benefit Statements. The Know Your Social Security Act (No bill): Proposal to implement section 1143 of the Social Security Act by clarifying the Social Security Administration is required to mail annual benefit statements to all workers over age 25. Supplemental Security Income (SSI) Program. The Supplemental Security Income Restoration Act (No bill): Proposals to strengthen and restore the SSI program. Supplemental Security Income (SSI) Program. The SSI Savings Penalty Elimination Act (H.R. 2540 and S. 1234): Proposal to amend title XVI of the Social Security Act to update the resource limit for Supplemental Security Income eligibility. The Fairness in Social Security Act (No bill): Proposal to amend the Internal Revenue Code of 1986 to exclude the portion of a lump-sum Social Security benefit payment that relates to periods prior to the taxable year from the determination of household income as it relates to SSI eligibility. Retirement Plan Distribution: IRS Notice relating to Use of an Electronic Medium to Make Participant Elections and Spousal Consents (RIN 1545-Bq50). House Committee on Aging. (No bill): A Resolution amending the Rules of the House to reestablish a Permanent Select Committee on Aging. Retirement Plan Fiduciary Rule: U.S. Department of Labor, Employee Benefits Security Administration, Office of Regulations and Interpretations - RIN 1210-AC02; Application No. D-12057; Application No. D-12060. The Department of Labor proposed regulation to modernize the fiduciary rule to strengthen protections for retirement investors who seek professional investment advice. (No bill): Congressional reversal of the rule submitted by the Department of Labor relating to ""Retirement Security Rule: Definition of an Investment Advice Fiduciary"". Social Security Administration. (No bill). Mismanagement at the Social Security Administration that is impeding beneficiarys access to their earned benefits by, but not limited to, cutting staff at a time when staffing levels were already at a 50 year low and 10,000 Americans are reaching age 65 every day, closing or planning to close SSA field offices and regional offices without a plan that would effectively replace the services provided by these offices, compromising beneficiary privacy by allowing access to Americans personal information such as Social Security numbers, earnings histories, banking information and medical information to Elon Musk and the Department of Government Efficiency (DOGE), rolling back time-saving and pro-beneficiary policies on overpayments, promoting false narratives on fraud and waste at the Social Security Administration as a pretense for instituting identity verification procedures that will impede Americans from accessing their earned benefits, temporarily canceling Enumeration at Birth (EAB) contracts, undermining program integrity and eroding public trust in Social Security, destabilizing the administration of Social Security benefits by laying off employees with the technological skills to maintain SSAs computer systems and instituting wholesale migration of the Agencys computing infrastructure without adequate planning and at a pace that will inevitably result in computer breakdowns that will impede the ability of Americans to access their earned benefits. Social Security Administration. Resolution of Inquiry by Representative John Larson (H. Res. 195): Requesting information be provided to Congress regarding the Department of Government Efficiencys (DOGE) access to the Social Security Administrations computer data, which compromises beneficiary privacy by allowing access to Americans personal information such as Social Security numbers, banking information, earnings history and medical information. Social Security Administration. Keep Our Field Offices Open Act (H.R. 1876): Proposals to suspend Social Security field office closures until January 21, 2029, after which date the Commissioner of Social Security would be required to submit a detailed report to Congress, laying out and justifying a process for closing, consolidating, or reducing access to field offices; bill also requires the Commissioner to maintain the total number of field offices and hearing offices that were in operation on January 20, 2025, after the moratorium ends and requires that, in considering future office closures, the Commissioner must consider potential transportation and communication barriers for individuals served by the office, provide significant advance notice to the public and members of Congress, and ensure opportunities for public input and appeals. Social Security Administration. Protecting Americans Social Security Data Act (H.R. 1877): Proposals to protect Americans from having their sensitive personal information politicized or bought and sold to the highest bidder by preventing Elon Musk, his associates, and political appointees from accessing sensitive data systems at SSA, codifying SSA data privacy requirements into law and strengthening oversight and civil penalties for any privacy and disclosure violations of Social Security beneficiaries personal information. Social Security Administration. The Improving Social Securitys Service to Victims of Identity Theft Act (S. 1666): Proposal to improve Social Security's service to victims of identity theft by requiring the Social Security Administration to provide a single point of contact for any individual whose Social Security account number has been misused. Social Security Administration. Comments on Omitting Food from In-Kind Support and Maintenance Calculations, Docket No. SSA-2021-0014; Comments on Expanding the Rental Subsidy, Docket No. SSA-2023-0010; Comments on Intermediate Improvement to the Disability Adjudication Process Including How We Consider Past Work, Docket No. SSA-2023-0024; Comments on Rulemaking Expanding the Definition of a Public Assistance Household, Docket No. SSA-2023-0015; Comments on strengthening rule regarding the Use of Electronic Payroll Data to Improve Program Administration, Docket No. SSA-2016-0039. Social Security Administration. Comments submitted regarding Social Security Form SSA-827 proposal (Medical Record Collection Process) and the Disability Applicant Evidence Simplification Act (DAESA) draft. Social Security Administration. The creation of an online application for all SSI applicants, streamlining data collection to more effectively obtain treating source evidence, eliminating the reconsideration level of review, updating outdated occupational information, adding a robust online scheduling tool and ensuring comprehensive customer service for all individuals. Womens Retirement Security. The Womens Retirement Protection Act (S. 988 and H.R. 2023): Proposal to amend the Employee Retirement Income Security Act of 1974 to provide for greater spousal protection under defined contribution plans. Food Security for Seniors. Farm bill reauthorization (American Relief Act, P.L. 118-158, Division D): Provisions to cut future Supplemental Nutrition Assistance Program (SNAP) benefits or other harmful policies that would worsen the problem of hunger for Americas older adults and other food insecure individuals.","Administration on Aging,Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Labor, Dept of (DOL),SENATE,Social Security Administration (SSA),Treasury, Dept of",,200000,0,0,2025-07-17T12:17:23-04:00
3388334,aa80d902-96fe-4cc7-846f-a1846b834bcb,Q2,"MINDSET ADVOCACY, LLC",296271,STABLE VALUE INVESTMENT ASSOCIATION (SVIA),2025,second_quarter,RET,Use of stable value and retirement,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",,,0,0,2025-07-17T12:21:58-04:00
3388339,69a7e62d-4e9c-432c-a51f-ea1be839dfee,Q2,"MINDSET ADVOCACY, LLC",296271,NATIONAL COORDINATING COMMITTEE FOR MULTIEMPLOYER PLANS (NCCMP),2025,second_quarter,RET,Issues relating to multiemployer pension plan requirements,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of",,,0,0,2025-07-17T12:23:10-04:00
3388770,bf9f2e7a-f2cb-4907-8ece-561c0aa89cb8,Q2,AMERICAN BENEFITS COUNCIL,4675,AMERICAN BENEFITS COUNCIL,2025,second_quarter,RET,"ERISA Preemption Technical glitch in HR 1 that applied an unintended 21% excise tax on any company that sponsors a retirement plan, VEBA or sponsors a controlled charity Technical corrections to SECURE 2.0 Collective investment trusts and insurance company separate accounts for use by 403(b) plans; Retirement Fairness for Charities and Educational Institutions, (HR 1013) Age of required participation in retirement plans reduced from 21 to 18, (S. 1707) Automatic re-enrollment of unenrolled plan participants permitted by (S. 1831) EBSA Investigations Transparency Act (HR 2869) Transparency for Secret Litigation Agreements (HR 2958) Common Interest Agreements used by the U.S. DOL Pleading standards legislative proposal regarding applicable to ERISA cases Defined benefit pension plans and defined contribution plans; pension plan de-risking, retiree health accounts Required Roth catch-up contributions and Roth optional matching and non-elective contributions guidance Pension Benefit Guaranty Corporation (PBGC) premiums and due date for premiums in 2025 Student loans and Employer Participation in Repayment Act (S. 772 / HR 1801)","HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of,White House Office",,331216,0,0,2025-07-17T13:49:16-04:00
3388869,799f9dcc-74e6-4289-ac1f-13ff82a0fd92,Q2,DYKEMA GOSSETT PLLC,12915,JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.),2025,second_quarter,RET,Lobbied in support of retirement security and pension provisions.,"HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2025-07-17T14:12:57-04:00
3388920,06c73f1d-eab2-4bb8-8c0b-ac446a5a8219,Q2,NISKANEN CENTER FOR PUBLIC POLICY,401105785,NISKANEN CENTER FOR PUBLIC POLICY,2025,second_quarter,RET,"Support for Family Stability and Opportunity Vouchers Act, Site Neutral Payment Reform Framework, H.R. 2450 / S. 1234 SSI Savings Penalty Elimination Act (support)","HOUSE OF REPRESENTATIVES,SENATE",,20000,0,0,2025-07-17T14:18:57-04:00
3388940,2660482c-9ebd-4fb1-95d1-437d70877ec3,Q2,DYKEMA GOSSETT PLLC,12915,THE ERISA INDUSTRY COMMITTEE,2025,second_quarter,RET,"Paid leave issues Emergency savings Single-employer defined benefit issues Retirement plan disclosures Retirement plan investment requirements, options, duties, and related issues Retirement plan contribution flexibility Retirement savings tax issues Modernizing retirement plan administration Retirement plan recordkeeping issues PBGC premiums SECURE 2.0 Act Multiemployer pensions Litigation and enforcement affecting benefit plans Proposals to change capital holding requirements for banks Retirement plan coverage","HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of",20000,,0,0,2025-07-17T14:20:45-04:00
3389058,4fc86892-4c50-4ed7-b6c7-3bb642e55bdb,Q2,MISSIONSQUARE RETIREMENT,401106438,MISSIONSQUARE RETIREMENT,2025,second_quarter,RET,"Proposals related to retirement, employee benefit plan investments and administration, retiree health savings and collective investment trusts. Proposals related to 403(b) and governmental 457(b) plans. Issues related to tax incentives for retirement savings. Expansion of investment options for 403(b) plans. Issues related to implementation of SECURE 2.0. Issues related to employee benefit plan administration, including default investments Issues related to providing alternative assets in retirement plans","HOUSE OF REPRESENTATIVES,SENATE",,150000,0,0,2025-07-17T14:35:09-04:00
3389357,31da7d87-0386-421b-914d-41e77476f389,Q2,"CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.",400490409,"CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.",2025,second_quarter,RET,General retirement issues impacting personal finance,"HOUSE OF REPRESENTATIVES,SENATE",,100000,0,0,2025-07-17T15:09:07-04:00
3389516,75da7fef-e03a-4e9e-8be5-632b64b7d981,Q2,"BROWNSTEIN HYATT FARBER SCHRECK, LLP",7257,"UNIVERSAL SAVINGS FOR AMERICANS, FORMERLY REPORTED AS, SAVINGUSA",2025,second_quarter,RET,Issues related to retirement savings Retirement Savings for Americans Act,"SENATE,Treasury, Dept of",90000,,0,0,2025-07-17T15:27:54-04:00
3389794,3252af9e-4256-4ed8-9141-528991ce5fee,Q2,"FEDERAL HALL POLICY ADVISORS, LLC",401104646,"NATIXIS INVESTMENT MANAGERS, LLC",2025,second_quarter,RET,Issues related to retirement policy,"HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2025-07-17T16:02:21-04:00
3389968,caadfe9f-e105-474e-90af-5d6ea37a3c4b,Q2,NATIONWIDE MUTUAL INSURANCE COMPANY,26411,NATIONWIDE MUTUAL INSURANCE COMPANY,2025,second_quarter,RET,S 424-Retirement Fairness for Charities and Educational Institutions Act of 2025 S 1707-Helping Young Americans Save for Retirement Act S 1831-Auto Reenroll Act of 2025 S 1840-RISE Act,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE",,1070000,0,0,2025-07-17T16:25:43-04:00
3390019,682d7f33-e30d-4d07-91f4-9101f32583eb,Q2,AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES,3481,AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES,2025,second_quarter,RET,H.R. 1 - One Big Beautiful Bill Act - retirement aspects H.R.2163 - No Penalties for Victims of Fraud Act H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 6757 - To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (118th Congress) S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 4965 - Small Nonprofit Security Act of 2024 (118th Congress) S. 1526 - Retirement Savings for Americans Act of 2025 S. 1831 - Auto Reenroll Act of 2025,"HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),SENATE",,357661,0,0,2025-07-17T16:34:37-04:00
3390074,2a22559a-707d-4efe-84e3-e7b36d9f3baf,Q2,TRUCKER HUSS APC,400537609,WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND,2025,second_quarter,RET,Retirement,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of",10000,,0,0,2025-07-17T16:43:19-04:00
3390102,c122a69e-1155-40b5-bd03-f88b36be7b5c,Q2,NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION,27081,NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION,2025,second_quarter,RET,"Oppose cuts to earned federal retirement and health benefits via the budget reconciliation process, including by opposing H.Con.Res.14 and H.R.1. Support the Equal COLA Act, H.R.491/S.624, to provide full cost-of-living adjustments (matching the change in the consumer price index) for federal retirees covered by the Federal Employees Retirement System (FERS).","HOUSE OF REPRESENTATIVES,SENATE",,50000,0,0,2025-07-17T16:48:57-04:00
3390174,5db25f19-af6d-407d-ac07-5201a5c47bb9,Q2,FAEGRE DRINKER BIDDLE & REATH LLP,12631,NATIONAL ACADEMY OF ELDER LAW ATTORNEYS,2025,second_quarter,RET,Home and Community-Based Services (HCBS); Medicaid; Social Security; Medicaid Estate Recovery,HOUSE OF REPRESENTATIVES,10000,,0,0,2025-07-17T16:59:04-04:00
3390378,871b023b-4946-47c5-b2e1-20a66169f195,Q2,THE ESOP ASSOCIATION,13858,ESOP ASSOCIATION,2025,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 areasinclude 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,SENATE",,220000,0,0,2025-07-17T17:49:59-04:00
3390394,00895dcb-f81b-4a90-94e4-62fd0768c763,Q2,FORBES-TATE,400976792,INSURED RETIREMENT INSTITUTE,2025,second_quarter,RET,Issues related to retirement savings; Issues related to H.R. 1013 - The Retirement Fairness for Charities and Educational Institutions Act of 2025; Issues related to DOL Fiduciary rule.,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2025-07-17T17:53:30-04:00
3390412,6f127c58-ff13-47b7-92b9-927e449af724,Q2,INVARIANT LLC,314237,THE AMERICAN COUNCIL OF LIFE INSURERS,2025,second_quarter,RET,"Monitor retirement issues, including the implementation of the SECURE 2.0 Act of 2022 in P.L. 117-328.","HOUSE OF REPRESENTATIVES,SENATE",110000,,0,0,2025-07-17T17:58:44-04:00
3390428,1d52035f-8980-40c0-8b96-7262bbfb83f5,Q2,"CAPCITY ADVOCATES, LLC",291993,NATIONAL ASSOCIATION FOR FIXED ANNUITIES,2025,second_quarter,RET,"All legislation and regulation impacting fixed annuities. Support for expanding qualified longevity annuity contracts. H.R. 3942, the Lifetime Income For Employees Act (118th Congress). H.Res.464,Expressing support for the designation of June as ""National Annuity Awareness Month"". H.R. 10467,The Retirement Simplification and Clarity Act (118th Congress). S. 1831, The Auto Reenroll Act of 2025. H.R. 7293, The Automatic IRA Act of 2024 (118th Congress). S, 1707, The Helping Young Americans Save for Retirement Act.","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2025-07-17T18:02:33-04:00
3390697,5a601e29-9cbd-4522-8b1d-98f78e2373c8,Q2,INVARIANT LLC,314237,"EDWARD D. JONES & CO., L.P.",2025,second_quarter,RET,"Monitor retirement issues, including the implementation of the SECURE 2.0 Act of 2022 in P.L. 117-328.","HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2025-07-17T19:24:57-04:00
3391383,c63906a3-e7c2-437d-9924-53848e1f4859,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,2025,second_quarter,RET,"Department of Labor Retirement Security Rule. Regarding the Department of Labor's Financial Factors in Selecting Plan Investments, support changes to prevent the Department from requiring plan fiduciaries to select investments based solely on pecuniary factors and prohibiting consideration of Environmental, Societal, and Governmental factors. (No specific bills.) Implementation of H.R. 2954, the SECURE 2.0 Act","HOUSE OF REPRESENTATIVES,SENATE",,510000,0,0,2025-07-18T09:04:09-04:00
3391433,e18de758-0d89-4c22-ba54-6afcfe9b1867,Q2,VANGUARD GROUP,291058,VANGUARD GROUP,2025,second_quarter,RET,"Issues related to employee benefit plan administration, and investments in IRAs, including default investments and child savings accounts Issues related to allowing collective investment trusts in 403(b) plans, including the Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424) Issues related to access to investment opportunities Issues related to considerations for plan fiduciaries Issues related to automatic portability","HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",,550000,0,0,2025-07-18T09:15:53-04:00
3391651,eb46eb07-e887-4c0d-8221-5e5b1645a320,Q2,AMAC ACTION,401104675,AMAC ACTION,2025,second_quarter,RET,"healthcare reform solutions and legislation, Social Security reform solutions and legislation","Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,SENATE",,80000,0,0,2025-07-18T09:42:56-04:00
3391673,96241575-9335-4c75-a4fb-210f829cc27f,Q2,MR. DAN PERRIN,40033289,NATIONAL SENIORS POLICY CENTER,2025,second_quarter,RET,Social security solvency and preventing US government default,"HOUSE OF REPRESENTATIVES,SENATE",12500,,0,0,2025-07-18T09:46:04-04:00
3391767,ef8065c6-9d1c-41f8-a224-9e34c3057960,Q2,DAVIS & HARMAN LLP,11674,TIAA,2025,second_quarter,RET,"Issues related to tax incentives for retirement savings. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase distribution options 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. 3942, Lifetime Income for Employees Act. (118th Congress).","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2025-07-18T09:55:06-04:00
3391875,0176e297-00a5-4f06-b488-7c40e0ee5ce6,Q2,MARIA FREESE,400861526,NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE,2025,second_quarter,RET,"Older Americans Act Reauthorization. The Older Americans Act Reauthorization Act (S. 2120): Proposals to reauthorize the Older Americans Act (OAA) of 1965 and to increase the authorization of appropriations for OAA programs, which is the major federal discretionary funding source for home and community-based services for older adults and their caregivers. Programs supported through the OAA include home-delivered and congregate nutrition services, in-home supportive services, transportation, caregiver support, community service employment, health and wellness programs, the long-term care ombudsman program, services to prevent the abuse, neglect, and exploitation of older adults, and other supportive services. Medicare, Medicaid and Social Security. The Alleviating Barriers for Caregivers (ABC) Act (H.R. 2491): Proposals would require HHS and SSA to review application processes, procedures, forms, and communications for Medicare, Medicaid, Childrens Health Insurance Program, and Social Security programs in order to reduce administrative barriers facing family caregivers. The bill requires agencies to identify and report to Congress on actions that can be taken to streamline eligibility and assistance for family caregivers within existing programs. Social Security Cost of Living Adjustment (COLA). The Fair COLA for Seniors Act (No bill) and the Social Security Cost of Living Increase Act (No bill): Proposals to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries; the Boosting Benefits and COLAs for Seniors Act (No bill): Proposal to calculate COLAs using the current Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W) or the Consumer Price Index for the Elderly (CPI-E), whichever is greater. Social Security Expansion. The Social Security 2100 Act (No bill): Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. The Social Security Expansion Act (S. 770 and H.R. 1700): Proposals to enhance Social Security benefits and ensure the long-term solvency of the Social Security program. The Strengthening Social Security Act (No bill): Proposals to extend the solvency of the Social Security Trust Funds and improve benefits. The Safeguarding American Families & Expanding Social Security Act (No bill): Proposals to update and modernize Social Security benefits and to extend solvency of the Social Security Trust Funds. The Protecting and Preserving Social Security Act (No bill): Proposals to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries and to ensure the long-term solvency of the Social Security program by altering the payroll tax cap. The Protecting Our Widows and Widowers in Retirement Act (No bill): Proposals to improve benefits for widows and widowers in two-income households. The Surviving Widow(er) Income Fair Treatment Act (SWIFT Act) (No bill): Proposal to increase survivors benefits for disabled widows, widowers, and surviving divorced spouses; Social Security Enhancement and Protection Act (H.R. 3517): Proposal would improve Social Security benefits by increasing the Special Minimum Benefit, boosting benefits for seniors who have on the Social Security rolls for a long period of time, restore student benefits to age 26 and extend the life of the Trust Funds by eliminating the cap on Social Security benefits and phasing-in an increase in the payroll tax rate. Social Security Funding. The Medicare and Social Security Fair Share Act (H.R. 3271 and S. 1690): Proposals to close the loophole for wealthy individuals who bypass paying the net investment income tax (NIIT) and directing the revenue to the Social Security Trust Funds and to the Hospital Insurance Fund, which pays for Medicare Part A that covers inpatient care in hospitals. Social Security Privatization and Benefit Cuts. Proposals to borrow funds to invest in the stock market, to raise the Social Security retirement age and to cut Social Security benefits for future retirees promoted by Senator Bill Cassidy and Senator Angus King. Caregiver Social Security Credits. The Social Security Caregiver Credits Act (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 Notch. (No bill): Proposals to ensure that Social Security benefits for individuals born in 1960 and 1961 are not reduced as a result of the coronavirus-related drop in the average wage index. Protecting Seniors from Garnishment. (No bill): Proposal to protect Social Security beneficiaries from having their Social Security benefits garnished to recover unpaid student loans. Social Security Disability Insurance Claim Adjudication. (No bill): Proposal to nullify the rule finalized by the Social Security Administration on November 16, 2020, that outlines when its administrative appeals judges may hold hearings and issue decisions on individual cases. Currently, these judges serve an appellate function where they review, at the request of Social Security claimants, the decisions of the administrative law judges who issue decisions in individual cases. Social Security Overpayments. (H.R. 2999, H.R. 2142 and S. 1023): Proposals to protect retirees, survivors and people with disabilities from being forced to repay extra Social Security and Supplemental Security Income (SSI) benefits they received through no fault of their own. Strengthening Beneficiaries Rights. (No bill): Various proposals relating to the protection and rights available to Social Security and Supplemental Security Income beneficiaries. Social Security Benefit Statements. The Know Your Social Security Act (No bill): Proposal to implement section 1143 of the Social Security Act by clarifying the Social Security Administration is required to mail annual benefit statements to all workers over age 25. Supplemental Security Income (SSI) Program. The Supplemental Security Income Restoration Act (No bill): Proposals to strengthen and restore the SSI program. Supplemental Security Income (SSI) Program. The SSI Savings Penalty Elimination Act (H.R. 2540 and S. 1234): Proposal to amend title XVI of the Social Security Act to update the resource limit for Supplemental Security Income eligibility. The Fairness in Social Security Act (No bill): Proposal to amend the Internal Revenue Code of 1986 to exclude the portion of a lump-sum Social Security benefit payment that relates to periods prior to the taxable year from the determination of household income as it relates to SSI eligibility. Retirement Plan Distribution: IRS Notice relating to Use of an Electronic Medium to Make Participant Elections and Spousal Consents (RIN 1545-Bq50). House Committee on Aging. (No bill): A Resolution amending the Rules of the House to reestablish a Permanent Select Committee on Aging. Retirement Plan Fiduciary Rule: U.S. Department of Labor, Employee Benefits Security Administration, Office of Regulations and Interpretations - RIN 1210-AC02; Application No. D-12057; Application No. D-12060. The Department of Labor proposed regulation to modernize the fiduciary rule to strengthen protections for retirement investors who seek professional investment advice. (No bill): Congressional reversal of the rule submitted by the Department of Labor relating to ""Retirement Security Rule: Definition of an Investment Advice Fiduciary"". Social Security Administration. (No bill). Mismanagement at the Social Security Administration that is impeding beneficiarys access to their earned benefits by, but not limited to, cutting staff at a time when staffing levels were already at a 50 year low and 10,000 Americans are reaching age 65 every day, closing or planning to close SSA field offices and regional offices without a plan that would effectively replace the services provided by these offices, compromising beneficiary privacy by allowing access to Americans personal information such as Social Security numbers, earnings histories, banking information and medical information to Elon Musk and the Department of Government Efficiency (DOGE), rolling back time-saving and pro-beneficiary policies on overpayments, promoting false narratives on fraud and waste at the Social Security Administration as a pretense for instituting identity verification procedures that will impede Americans from accessing their earned benefits, temporarily canceling Enumeration at Birth (EAB) contracts, undermining program integrity and eroding public trust in Social Security, destabilizing the administration of Social Security benefits by laying off employees with the technological skills to maintain SSAs computer systems and instituting wholesale migration of the Agencys computing infrastructure without adequate planning and at a pace that will inevitably result in computer breakdowns that will impede the ability of Americans to access their earned benefits. Social Security Administration. Resolution of Inquiry by Representative John Larson (H. Res. 195): Requesting information be provided to Congress regarding the Department of Government Efficiencys (DOGE) access to the Social Security Administrations computer data, which compromises beneficiary privacy by allowing access to Americans personal information such as Social Security numbers, banking information, earnings history and medical information. Social Security Administration. Keep Our Field Offices Open Act (H.R. 1876): Proposals to suspend Social Security field office closures until January 21, 2029, after which date the Commissioner of Social Security would be required to submit a detailed report to Congress, laying out and justifying a process for closing, consolidating, or reducing access to field offices; bill also requires the Commissioner to maintain the total number of field offices and hearing offices that were in operation on January 20, 2025, after the moratorium ends and requires that, in considering future office closures, the Commissioner must consider potential transportation and communication barriers for individuals served by the office, provide significant advance notice to the public and members of Congress, and ensure opportunities for public input and appeals. Social Security Administration. Protecting Americans Social Security Data Act (H.R. 1877): Proposals to protect Americans from having their sensitive personal information politicized or bought and sold to the highest bidder by preventing Elon Musk, his associates, and political appointees from accessing sensitive data systems at SSA, codifying SSA data privacy requirements into law and strengthening oversight and civil penalties for any privacy and disclosure violations of Social Security beneficiaries personal information. Social Security Administration. The Improving Social Securitys Service to Victims of Identity Theft Act (S. 1666): Proposal to improve Social Security's service to victims of identity theft by requiring the Social Security Administration to provide a single point of contact for any individual whose Social Security account number has been misused. Social Security Administration. Comments on Omitting Food from In-Kind Support and Maintenance Calculations, Docket No. SSA-2021-0014; Comments on Expanding the Rental Subsidy, Docket No. SSA-2023-0010; Comments on Intermediate Improvement to the Disability Adjudication Process Including How We Consider Past Work, Docket No. SSA-2023-0024; Comments on Rulemaking Expanding the Definition of a Public Assistance Household, Docket No. SSA-2023-0015; Comments on strengthening rule regarding the Use of Electronic Payroll Data to Improve Program Administration, Docket No. SSA-2016-0039. Social Security Administration. Comments submitted regarding Social Security Form SSA-827 proposal (Medical Record Collection Process) and the Disability Applicant Evidence Simplification Act (DAESA) draft. Social Security Administration. The creation of an online application for all SSI applicants, streamlining data collection to more effectively obtain treating source evidence, eliminating the reconsideration level of review, updating outdated occupational information, adding a robust online scheduling tool and ensuring comprehensive customer service for all individuals. Womens Retirement Security. The Womens Retirement Protection Act (S. 988 and H.R. 2023): Proposal to amend the Employee Retirement Income Security Act of 1974 to provide for greater spousal protection under defined contribution plans. Food Security for Seniors. Farm bill reauthorization (American Relief Act, P.L. 118-158, Division D): Provisions to cut future Supplemental Nutrition Assistance Program (SNAP) benefits or other harmful policies that would worsen the problem of hunger for Americas older adults and other food insecure individuals.","Administration on Aging,Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Labor, Dept of (DOL),SENATE,Social Security Administration (SSA),Treasury, Dept of",60000,,0,0,2025-07-18T10:05:12-04:00
3392034,3006a8c0-b859-4da9-8004-89005241fb53,Q2,"WILLIAMS AND JENSEN, PLLC",41454,INDEXED ANNUITY LEADERSHIP COUNCIL,2025,second_quarter,RET,Regulation of Fixed Indexed Annuity.,"Labor, Dept of (DOL),White House Office",10000,,0,0,2025-07-18T10:16:26-04:00
3392589,05413eb1-1e6b-4b30-848c-5e7adf4e5d4d,Q2,RICH FEUER ANDERSON,84775,THE GLOBAL ATLANTIC FINANCIAL GROUP LLC,2025,second_quarter,RET,Legislation and regulations expanding access to retirement solutions. Issues relates to the DOL fiduciary rule. Issues related to insurers use of alternative investments.,"HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2025-07-18T10:54:37-04:00
3392703,f7112633-5677-471c-830a-f46df9ef05dd,Q2,NATIONAL FEDERATION OF THE BLIND,401103561,NATIONAL FEDERATION OF THE BLIND,2025,second_quarter,RET,Remove the earnings cliff for Social Security Disability Insurance recipients and replace it with a two-for-one phaseout. Blind Americans Return to Work Act. H.R. 1175. Eliminate the five-month waiting period associated with Social Security Disability Insurance.,"HOUSE OF REPRESENTATIVES,SENATE,Social Security Administration (SSA)",,20000,0,0,2025-07-18T11:02:12-04:00
3392723,dcdb74f8-07c6-4757-85a3-72c41d85c42d,Q2,NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION,28674,NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION,2025,second_quarter,RET,"The association monitors and reacts to policy concepts that may impact its ability to continue providing its high quality Retirement Security Plans to members, their employees, and the association staff at affordable rates and on reasonable terms and conditions. During the reporting period, no issues or introduced measures in this category were focused upon.",,,270000,0,0,2025-07-18T11:03:01-04:00