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 660542,9eb21464-7f3b-4216-887f-91dfde052a67,Q3,DAVID FUNDERBURK,43491,TREA SENIORCITIZENS LEAGUE,2008,third_quarter,RET,"In support of Anti-Totalization: H.Res. 22, H.R. 190, H.R. 709, H.Res. 332, S.43; In support of Social Security Notch Reform: H.R. 368, S.Res. 363; In support of Consumer Price Index for the Elderly: H.R. 2032, H.R. 1953; In support of Alzheimer's Research Funding: H.R. 1550, S 898, S.897; In support of Social Security Protection: H.R. 82, H.R. 138, H.R. 136, H.R. 1353, H.R. 206, H.R. 735, S. 302","HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2008-10-03T14:29:29-04:00 660738,52484394-f21b-41ff-a1dc-006ce301baaf,Q3,HOLLAND & KNIGHT LLP,18466,HARTFORD,2008,third_quarter,RET,Legislative representation and strategic counsel regarding insurance issues; retirement security incentives,"HOUSE OF REPRESENTATIVES,SENATE",80000,,0,0,2008-10-06T08:59:37-04:00 660797,0b11d49d-e8fc-483c-93f9-e4082e4f77b3,Q3,EDWIN PIERSON,40048376,CIVIC COUNCIL,2008,third_quarter,RET,"Death tax, COLA, immigration, totalization",HOUSE OF REPRESENTATIVES,,,0,0,2008-10-06T11:00:07-04:00 660948,d638e9ed-f273-4c35-acd6-ca216a9e3e57,Q3,PALMETTO GROUP,18570,AIR LINE PILOTS ASSOCIATION INTERNATIONAL,2008,third_quarter,RET,H.R. 4061 & S. 2505 To allow employees of a commercial passenger airline carrier who receive payments in a bankruptcy proceeding to roll over such payments into an individual retirement plan. - legislation in its entirety.,"HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2008-10-06T14:35:09-04:00 661200,fba6120c-561b-407f-a051-cc8ff5ca53d0,Q3,"INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO",50400,INTERNATIONAL UNION OF POLICE ASSOCIATIONS AFL-CIO,2008,third_quarter,RET,"HR 82, H 3696, S 206, S 12254,","HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE",,20000,0,0,2008-10-07T11:38:20-04:00 661575,f291897a-3894-42fc-8302-a16162363745,Q3,TREA SENIOR CITIZENS LEAGUE,38426,TREA SENIOR CITIZENS LEAGUE,2008,third_quarter,RET,"Social Security Notch Reform: H.R. 368, H.R. 287, H.R. 288, Anti-Totalization: H.Res. 22, H.R. 190, H.R. 709, H.Res 18, H.R. 332, Consumer Price Index for the Elderly (CPI-E): H.R. 2032, H.R. 1953, Alzheimers Funding: H.R. 1550, Social Security Protection: H.R. 82, H.R. 138, H.R. 136, H.R. 1353, H.R. 735",HOUSE OF REPRESENTATIVES,,40000,0,0,2008-10-08T08:08:26-04:00 662373,95ff7416-39e1-4392-aa64-e0f8b616c387,Q3,PLAN SPONSOR COUNCIL OF AMERICA FKA PROFIT SHARING/401K COUNCIL OF AMERICA,32293,PLAN SPONSOR COUNCIL OF AMERICA FKA PROFIT SHARING/401K COUNCIL OF AMERICA,2008,third_quarter,RET,Legislation affecting profit sharing and 401(k) plans.,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,80000,0,0,2008-10-09T12:48:11-04:00 662566,3b14e8f6-9e64-4495-9489-370331775521,Q3,NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE,27467,NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE,2008,third_quarter,RET,"Social Security/Government Pension Offset. H.R. 82, S. 206, H.R. 726, H.R. 2772, H.R. 2988, S. 1254, S. 1647: proposals to modify or repeal the government pension offset and windfall elimination provisions. Social Security/Trust Funds. H.R. 4338, S. 302, H.R.219, H.R. 581, H.R. 4664, H.R. 1353: provisions relating to the establishment of a procedure safeguarding the Social Security Trust Funds; the investment of Social Security trust funds; and the budgetary treatment of Social Security trust funds. Social Security/Cost-of-Living-Adjustments. H.R. 1953, H.R. 2032, H.R. 4807, S. 2501, H.R. 5317: provisions pertaining to the development of a Consumer Price Index to reflect senior spending; the impact of Medicare premiums on Social Security cost-of-living adjustments and Social Security recipient benefit levels; and amending the Congressional Budget Act of 1974 making it out of order for Congress to reduce Social Security benefits or cost-of-living increases. Social Security/Private Accounts. H.R. 1090, H.R. 2002, H.R. 4181, S. 2765, S.Amdt. 4328: provisions to establish Social Security private accounts. Pension Security. H.R. 5543, S. 1288, S. 1725: provisions affecting the protection of pension benefits and the retirement security of women and small business owners. National Senior Volunteer Corps. H.R. 2857, H.R. 5563: provisions pertaining to reauthorizing national and community service programs benefiting older Americans.","HOUSE OF REPRESENTATIVES,SENATE",,280000,0,0,2008-10-09T15:07:28-04:00 662584,2d160d80-127e-4e18-8795-cfc5a82b6a30,Q3,FLEET RESERVE ASSOCIATION,14781,FLEET RESERVE ASSOCIATION,2008,third_quarter,RET,"S. 3001 Defense Authorization Bill, HR 5797 Roth TSP Act, HR 4930 Reservists early retirement, HR 1223, waive medicare premiums for certain military retirees, S. 2836 Reservists early retirement.","Defense, Dept of (DOD),HOUSE OF REPRESENTATIVES,SENATE,Veterans Affairs, Dept of (VA)",,140000,0,0,2008-10-09T15:17:33-04:00 662627,8caf3f90-bb60-49cf-bab3-e15a83ece2d8,Q3,"TIMMONS AND COMPANY, INC.",38164,VANGUARD GROUP INC,2008,third_quarter,RET,"S. 1141 - Automatic IRA Act of 2007 H.R. 2167 - Automatic IRA Act of 2007 H.R. 3765 - Defined Contribution Plan Fee Transparency Act H.R. 3185 - Fair Disclosure for Retirement Security Act S. 2473 - Defined Contribution Fee Disclosure Act","HOUSE OF REPRESENTATIVES,SENATE",100000,,0,0,2008-10-09T16:00:09-04:00 662896,fbc83ea9-b3fd-4273-bc15-0dc13e492fe8,Q3,NATIONAL LEAGUE OF POSTMASTERS,69297,NATIONAL LEAGUE OF POSTMASTERS,2008,third_quarter,RET,Federal Retirement and Benefit Issues,"HOUSE OF REPRESENTATIVES,Postal Regulatory Commission,SENATE,U.S. Postal Service (USPS)",,20000,0,0,2008-10-10T12:31:23-04:00 663020,9bff7c63-5268-4ebc-bff9-6bd211921334,Q3,AMERICAN INVESTMENT COUNCIL F/K/A PEGCC,316536,AMERICAN INVESTMENT COUNCIL F/K/A PEGCC,2008,third_quarter,RET,"HR 2834 - provisions related to tax treatment of carried interest for certain partnerships S 1624 - provisions related to tax treatment of private equity funds that become publicly-traded partnerships HR 6275 - Alternative Minimum Wage Tax Relief Act of 2008; all provisions","HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of,White House Office",,840000,0,0,2008-10-10T15:08:12-04:00 663201,8ee2ea52-a1f6-4db8-ba38-07e78a09270c,Q3,VAN SCOYOC ASSOCIATES,39837,UNITED STATES CAPITOL POLICE LABOR COMMITTEE,2008,third_quarter,RET,Adjusting retirement contribution related issues.,"HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2008-10-11T15:11:40-04:00 663229,8328f624-50f9-4676-8135-b8fb16a0d936,Q3,ROBERT WAGER,317457,PRUDENTIAL FINANCIAL,2008,third_quarter,RET,Automatic IRA,SENATE,10000,,0,0,2008-10-11T18:25:53-04:00 664404,cea3598a-56c6-49c6-8940-e79c4a6bd810,Q3,SANDRA WISE,40025210,NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE,2008,third_quarter,RET,"Social Security/Private Accounts. H.R. 1090, H.R. 2002, H.R. 4181, H.R. 6110, S. 2765, S.Amdt. 4328: provisions to establish Social Security private accounts. Social Security/Trust Funds. H.R. 4338, S. 302, H.R.219, H.R. 581, H.R. 4664, H.R. 1353: provisions relating to the establishment of a procedure safeguarding the Social Security Trust Funds; the investment of Social Security trust funds; and the budgetary treatment of Social Security trust funds. Social Security Benefits: proposals relating to Social Security widows and spousal benefits; the minimum benefit; and the Medicare 24-month waiting period for disability benefits. Social Security/Government Pension Offset. H.R. 82, S. 206, H.R. 726, H.R. 2772, H.R. 2988, S. 1254, S. 1647: proposals to modify or repeal the government pension offset and windfall elimination provision.","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2008-10-14T11:03:09-04:00 664568,456e34c0-0819-49a2-adb6-bdaa928c956b,Q3,"SQUIRE SANDERS PUBLIC ADVOCACY, LLC",318072,NATIONWIDE MUTUAL INSURANCE COMPANY,2008,third_quarter,RET,Proposals designed to encourage savings.,HOUSE OF REPRESENTATIVES,,,0,0,2008-10-14T11:46:07-04:00 664789,73b9692c-6c77-4e52-b1d0-3b6d944c78f2,Q3,THE ESOP ASSOCIATION,13858,ESOP ASSOCIATION,2008,third_quarter,RET,"Proposed legislation in relationship to ESOPs, employee ownership and employee ownership issues and generally all legislative proposals to amend the Employee Retirement Security Act of 1974. Specifically S. 1322 and Section 3701 of H.R. 3970, H.Con. Res. 333, and H.R. 6914 in the 110th Congress. Above areas include tax and labor law issues embedded in the Employee Retirement Security Act of 1974.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",,64258,0,0,2008-10-14T12:57:45-04:00 665463,8b642481-a88a-4285-b46e-0b6cbdea68eb,Q3,CON-WAY INC (FORMERLY KNOWN AS CNF INC),9591,CON-WAY INC (FORMERLY KNOWN AS CNF INC),2008,third_quarter,RET,Pension Legislation,"Defense, Dept of (DOD),Federal Highway Administration (FHA),Federal Motor Carrier Safety Administration,Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT),Transportation Security Administration (TSA),U.S. Customs & Border Protection",,120000,0,0,2008-10-14T16:58:46-04:00 666035,a7c38871-31dd-43fa-83c7-8bd54da8c4d7,Q3,LOCKE LORD PUBLIC POLICY GROUP LLC,300971,DALLAS POLICE & FIRE PENSION SYSTEMS,2008,third_quarter,RET,Amendments to the Pension Protection Act of 2006,"HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2008-10-15T11:10:30-04:00 666337,57f08fec-26e9-4fdb-ba16-c88e0ec2bd6c,Q3,THE COUNCIL OF INSURANCE AGENTS AND BROKERS,11093,COUNCIL OF INSURANCE AGENTS AND BROKERS,2008,third_quarter,RET,Issues related to pensions and employee benefits.,"HOUSE OF REPRESENTATIVES,SENATE",,183000,0,0,2008-10-15T12:02:54-04:00 666384,7b8fc9de-321c-43b0-98e6-32a0f6a0d01d,Q3,VENABLE LLP,39941,AMERICAN AIRLINES INC,2008,third_quarter,RET,"Pension Reform Legislation FAA Reauthorization","HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE,Transportation, Dept of (DOT)",70000,,0,0,2008-10-15T12:12:02-04:00 666466,8245f1e0-e18a-4d99-8d82-bbd1a256642e,Q3,VENABLE LLP,39941,XPO LOGISTICS (FORMERLY KNOWN AS CON-WAY INC ),2008,third_quarter,RET,Pension Legislation,"Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE,Transportation, Dept of (DOT)",50000,,0,0,2008-10-15T12:43:22-04:00 666551,36d952ec-3f5e-42f7-b457-1c80f4273951,Q3,AMERICAN COUNCIL OF LIFE INSURERS,2115,AMERICAN COUNCIL OF LIFE INSURERS,2008,third_quarter,RET,"HR 46 - Small Business Tax Fairness and Simplification Act. Issue: Long Term Care permitted to be offered in cafeteria plans and FSA. S 158 - Access to Affordable Health Care Act. Issue: above the line deduction for long term care insurance. S. 555 - Simple Cafeteria Plan Act. Issue: Long term care insurance permitted to be offered in cafeteria plans and FSA. H.R. 2205/ S 1010 Retirement Security for Life Act. Issue: Tax Incentive for Non Qualified Annuities S. 1288 - Women's Retirement Act of 2007. Issue: federal tax treatment of annuities. S. 3952 - Automatic IRA Act of 2007. Issue: expand pension coverage. H.R.3361 -To make technical corrections related to the Pension Protection Act of 2006. Issue: technical corrections to PPA. S.1974- the Pension Protection Technical Corrections Act of 2007. Issue: technical corrections to PPA. H.R. 3185, the 401(k) Fair Disclosure for Retirement Security Act of 2007. Issue: Retirement plan fee disclosure. S. 2337/H.R. 3363 Long Term Care Affordability and Security Act of 2007. Issue: allows long term care insurance to be offered in employer sponsored cafeteria plans and FSA. S. 1809/ H.R. 3088 Long-Term Care Act of 2007. Issue: distributions from retirement plans should not be included in gross income if used to pay for LTC premiums. H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007. Issue: retirement plan fee disclosure. S. 1758 Community Living Assistance Services and Supports Act. Issue: reform of LTC financing. H.R. 2582 Qualified Long-Term Care Fairness Act of 2007. Issue: above the line deduction for LTC. S. 2121 Caregiver Assistance and Relief Effort Act of 2007. Issue: above the line deduction for LTC. S. 2473 Defined Contribution Fee Disclosure Act. Issue: retirement plan fee disclosure. S. 1087 Fair Pay Act. Issue: civil penalty impact on retirement plans. H.R. 2831 Lilly Ledbetter Fair Pay Act. Issue: civil penalty impact on retirement plans. H.R. 2419 Farm Bill Extension Act. Issue: Roth treatment for 457 contracts. H.R. 3997 Defenders of Freedom Tax Act/ Heroes Earnings Assistance and Relief Act. Issue: military access to retirement monies. H.R. 5160 Small Business Add Value for Employees Act of 2008. Issue: expand pension coverage. H.R. 5559 The Long Term Care and Retirement Security Act of 2008. Issue: LTC in cafeteria and FSA and above the line deductions for LTC premiums. S. 2794 The Senior Investor Protection Act of 2008. Issue: sales to seniors of annuity products. H.R. 6237 The Tax Relief for Long Term Care Act of 2008. Issue: tax credit for LTC insurance premiums. S. 1693 The Wired for Healthcare Quality Act. Issue: affects of LTC ERISA preemption. H.R. 6357 Protecting Records, Optimizing Treatments, and Easing Communications Through Healthcare Technology Act of 2008 (ProTECHt Act) H.R. 6382 Pension Protection Act Technical Corrections. Issue: Retirement plan modifications H.R. 6143 Pension Protection Act ERISA Amendments of 2008. Issue: Retirement plan modifications. H.R. 7242 Pension Protection Act IRC Amendments of 2008. Issue: LTC and annuity clarification; Tax free exchange provisions for LTC. S. 3278/ HR 6708 - A bill which would limit the use of 401(k) debit cards and limit withdrawals from 401(k) plans. Issue: limit of withdrawals on retirement plans. H.R. 1424 Emergency Economic Stabilization Act of 2008. Issue: executive com restrictions and 401(k) asset recovery. H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007. Issue: retirement plan fee disclosure. S. 3327 Empowered at Home Act of 2008. Issue: Allows above the line tax deduction for LTC premiums. Allows LTC to be offered in cafeteria/ FSA plans. H. Con Res 431 Supporting the Goals and Ideals of a Long Term Awareness Week. Issue: LTC.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",,1219600,0,0,2008-10-15T13:08:22-04:00 666763,f3bf02b1-c882-4378-890a-3152389204e5,Q3,LOCKE LORD PUBLIC POLICY GROUP LLC,300971,HOUSTON FIREFIGHTERS RELIEF AND RETIREMENT FUND,2008,third_quarter,RET,Amendments to the Pension Protection Act of 2006,"HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2008-10-15T13:52:43-04:00 666943,3feee095-2dba-40d5-879d-e2fa32a2d27e,Q3,NATIONAL BEER WHOLESALERS ASSOCIATION,27274,NATIONAL BEER WHOLESALERS ASSOCIATION,2008,third_quarter,RET,Multi-Employer Pension Plan Reform,"Alcohol & Tobacco Tax & Trade Bureau (TTB),HOUSE OF REPRESENTATIVES,SENATE",,77575,0,0,2008-10-15T14:36:02-04:00 666981,79575c9c-983f-4c48-aa48-9b40097f74e9,Q3,INSURED RETIREMENT INSTITUTE,285494,INSURED RETIREMENT INSTITUTE,2008,third_quarter,RET,Legislation regarding the tax treatment of annuities and variable products,"HOUSE OF REPRESENTATIVES,SENATE",,50000,0,0,2008-10-15T14:42:19-04:00 667089,54cb4f25-f947-491a-8be4-0d3f3c430ceb,Q3,INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS,19775,INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS,2008,third_quarter,RET,Emergency Retiree Health Benefits Protection Act of 2007,"HOUSE OF REPRESENTATIVES,Natl Mediation Board,SENATE",,540000,0,0,2008-10-15T14:57:36-04:00 667231,2d893b5d-f2ae-4ab6-8fa0-427f40ab363f,Q3,NATIONAL ASSOCIATION OF LETTER CARRIERS,26898,NATIONAL ASSOCIATION OF LETTER CARRIERS,2008,third_quarter,RET,Retirement Issues,"HOUSE OF REPRESENTATIVES,SENATE",,160000,0,0,2008-10-15T15:28:17-04:00 667804,079f014f-42bb-46dd-a83f-e1b7d1f61ede,Q3,FOOD MARKETPLACE INC.,15097,FOOD MARKETPLACE INC,2008,third_quarter,RET,"HR 6382, Pension Protection and Technical Corrections Act of 2008, Title I: pension technical corrections HR 3361, Pension Protection and Technical Corrections Act of 2008, Sec. 2-13, pension technical corrections S. 1974, Pension Protection and Technical corrections Act of 2008, Sec. 2-14, pension technical corrections","Agriculture, Dept of (USDA),HOUSE OF REPRESENTATIVES,SENATE",,1600130,0,0,2008-10-15T17:00:36-04:00 668469,ad531281-b7f4-4db9-8dad-2ad71af3e0dd,Q3,NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION,28674,NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION,2008,third_quarter,RET,"Monitored, reacted to, and discussed policy concepts that will ensure NTCA is able to continue offering its high qaulity 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 particular attention on the following: H.R. 3652 To amend title 11, United States Code, to improve protections for employees and retirees in business bankruptcies all sections. H.R. 6049 To amend the Internal Revenue Code of 1986 to provide incentives for energy production and conservation, to extend certain expiring provisions, to provide individual income tax relief focus on sections regarding distributions from retirement plans to individuals called to active military service. H.R.6382 To make technical corrections related to the Pension Protection Act of 2006 all sections. S. 2092 To amend title 11, United States Code, to improve protections for employees and retirees in business bankruptcies all sections","Agriculture, Dept of (USDA),Executive Office of the President (EOP),Federal Communications Commission (FCC),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Natl Telecommunications & Information Administration (NTIA),SENATE",,80000,0,0,2008-10-16T10:01:05-04:00 668710,08c36ef5-f84c-423d-9fc9-847e1a0e0546,Q3,ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG),57475,MERRILL LYNCH,2008,third_quarter,RET,General retirement issues; Pension reform; Retirement security,"Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",152000,,0,0,2008-10-16T10:53:42-04:00 668875,ca9290bf-d5bd-472f-8cc3-adf59a1b13fb,Q3,ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG),57475,CITIGROUP MANAGEMENT CORP (FORMERLY KNOWN AS CITIGROUP),2008,third_quarter,RET,Pension reform; retirement savings,"Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",80000,,0,0,2008-10-16T11:12:47-04:00 668954,11d7a7dd-9c52-4664-8026-86905836fa15,Q3,NELSON MULLINS RILEY & SCARBOROUGH,285871,TEXAS CLASSROOM TEACHERS ASSOCIATION,2008,third_quarter,RET,HR82 and S206; Social Security Fairness Act of 2007,"Education, Dept of,HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2008-10-16T11:23:24-04:00 669184,c76ad006-746b-4f26-a6f8-c948d16bfd91,Q3,ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG),57475,PRUDENTIAL INSURANCE COMPANY OF AMERICA,2008,third_quarter,RET,"Miscellaneous pension, retirement and savings issues","HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",50000,,0,0,2008-10-16T11:51:43-04:00 669229,ac12fa0d-bbd6-4e81-a28c-cadbcc1cc50e,Q3,ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG),57475,SECURITIES INDUSTRY & FINANCIAL MARKETS ASSN.,2008,third_quarter,RET,Social Security and pension issues; retirement security,"Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",80000,,0,0,2008-10-16T11:59:08-04:00 669434,14260c0f-f424-4758-9505-a280299b4c22,Q3,"POLICY IMPACT COMMUNICATIONS, INC.",31758,PRUDENTIAL FINANCIAL,2008,third_quarter,RET,S. 1010 - Retirement Security for Life Act of 207; S. 1141 - Automatic IRA Act of 2007; S. 1725 - Restoring Pension Promises to Workers Act; S. 2473 - Defined Contribution Fee Disclosure Act of 2007; H.R. 2205 - Retirement Security for Life Act of 2007; H.R. 4150 - Lifetime Pension Annuity for You Act of 2007; H.R. 3185 - 401(k) Fair Disclosure for Retirement Security Act of 2007; H.R. 2167 - Automatic IRA Act of 2007; H.R. 3765 - Defined Contribution Plan Fee Transparency Act of 2007; H.R. 3361 - Pension Protection Technical Correction Act of 2007 - provisions related to guaranteed lifetime income.,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2008-10-16T12:40:38-04:00 669580,e18b0948-bb1e-4dd0-8537-1f995fae5c40,Q3,DEERE & COMPANY,11878,DEERE & COMPANY,2008,third_quarter,RET,"H.R. 3185: 401K Fair Disclosure for Retirement Security Act S. 400: Michelle's Law H.R. 3361: Pension Protection Technical Corrections Act H.R.6143: Pension Protection Act ERISA Amendments of 2008","Agriculture, Dept of (USDA),Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,SENATE",,1040000,0,0,2008-10-16T13:04:43-04:00 669645,b27928d9-9baa-4b7c-825a-34459c9305c3,Q3,SQUIRE PATTON BOGGS,30906,HILLSIDE CAPITAL INCORPORATED,2008,third_quarter,RET,Pension protection legislation.,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2008-10-16T13:15:04-04:00 669920,8c2a33ad-3443-4f8a-9e6d-13c0365e0f3b,Q3,INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS,19753,INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS,2008,third_quarter,RET,"Retiree Health Care Pension Protection Technical Corrections Retirement Age Definition Social Security Coverage","Defense, Dept of (DOD),Federal Communications Commission (FCC),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT)",,80000,0,0,2008-10-16T13:49:41-04:00 670213,60e61477-7184-4da0-9fcc-62480c4d3113,Q3,"MOSS, MCGEE, BRADLEY AND COLBERT",292356,EXPERIENCE WORKS,2008,third_quarter,RET,"Employment Related Issues Special Committee on Aging","Education, Dept of,Energy, Dept of,HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Small Business Administration (SBA)",20000,,0,0,2008-10-16T14:27:39-04:00 670244,d4ad994a-239a-46f2-bc4a-5823785efaba,Q3,"ROCKWELL COLLINS, INC",68296,ROCKWELL AUTOMATION,2008,third_quarter,RET,Lobbied for no expansion of the current reporting requirements for 401Ks - Fee Disclosure HR3185,"Commerce, Dept of (DOC),Defense, Dept of (DOD),Export-Import Bank of the United States (EXIM Bank),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),SENATE,State, Dept of (DOS),Treasury, Dept of,White House Office",56250,,0,0,2008-10-16T14:29:56-04:00 670286,835162cd-40f2-4655-8be0-c116a622db29,Q3,"ROCKWELL COLLINS, INC",68296,"ROCKWELL COLLINS, INC",2008,third_quarter,RET,"Limited reporting requirements of Automatic Enrollment (401K Reforms) in HR3185 Plan Fee Disclosure (no expansion of current reporting procedures) in HR3185","Commerce, Dept of (DOC),Defense, Dept of (DOD),Federal Aviation Administration (FAA),Federal Communications Commission (FCC),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Natl Aeronautics & Space Administration (NASA),Natl Science Foundation (NSF),Office of Management & Budget (OMB),Office of Science & Technology Policy (OSTP),SENATE,Transportation, Dept of (DOT),Treasury, Dept of",,193905,0,0,2008-10-16T14:33:10-04:00 670382,bc64cab8-0ba5-49fc-9f67-0f3dd8d620d2,Q3,"NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC.",26980,"NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC.",2008,third_quarter,RET,"S. 206 / H.R. 82 ""Social Security Fairness Act of 2007"" S. 1254 / H.R. 2988 ""Governmental Pension Offset Reform"" H.R. 6382 ""Pension Protection Technical Corrections Act of 2008"" Protection of Public Pension plans","HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Justice, Dept of (DOJ),SENATE,Treasury, Dept of",,40000,0,0,2008-10-16T14:42:31-04:00 670608,a64fa4c2-e3ca-435b-b37d-010fbc4dda2d,Q3,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,2008,third_quarter,RET,"Retirement security/investment issues: Supports two pieces of legislation, through the efforts of a trade association, that would promote investment and retirement securities. the bills are H.R. 2796 and S. 2126, the Generating Ownership through Long Term Holding (GROWTH) Act, which would defer taxation of automatically reinvested capital gains taxes until the time the mutual fund shares are sold and H.R. 2167, the Automatic IRA Act of 2007, which would allow employees not covered qualified retirement. plans to save for retirement through automatic payroll deposit IRAs and to facilitate similar savings by the self-employed. 401 (k) fee disclosure: Oppose bill recently approved by the House committee on Education and the Workforce, H.R. 3185, the 401 (k) Fair Disclosure for Retirement Security Act, which would require 401 (k) plan administrators to reveal charges associated with four categories of fees: administrative fees, investment management fees, transaction fees, and other costs.","Commodity Futures Trading Commission (CFTC),HOUSE OF REPRESENTATIVES,Risk Management Agency,Securities & Exchange Commission (SEC),SENATE,State, Dept of (DOS),Treasury, Dept of",,350000,0,0,2008-10-16T15:07:23-04:00 671029,fa94dab6-e417-42e0-ab28-108ef90638ba,Q3,"GENWORTH FINANCIAL, INC.",302118,"GENWORTH FINANCIAL, INC.",2008,third_quarter,RET,"PL109-280 To provide Economic Security for All Americans, and for other purposes - The Pension Protection Act of 2006 HR2205 Retirement Security for Life Act of 2007 S1010 Retirement Security for Life Act of 2007","Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",,640000,0,0,2008-10-16T15:55:36-04:00 671099,1d05c7cb-7a7a-4c7b-9ebe-dca74dc08b0d,Q3,NATIONAL FRATERNAL ORDER OF POLICE,27866,NATIONAL FRATERNAL ORDER OF POLICE,2008,third_quarter,RET,"H.R. 1073/S. 1354, the Law Enforcement Officers Equity Act, would provide 6 (c) benefits to approximately 30,000 Federal law enforcement officers who currently do not have them; H.R. 1661/S. 1357, the Federal Law Enforcement Pension Adjustment Equity Act, would permit certain annuitants of the retirement programs of the United States Park Police and United States Secret Service Uniformed Division to receive the adjustments in pension benefits to which such annuitants would otherwise be entitled as a result of new salary schedules; H.R. 3361/H.R. 6382, the Pension Protection Technical Corrections Act, would make some technical corrections to the Pension Protection Act, which was enacted in 2006; S. 1729, the Enhanced Financial Recovery and Equitable Retirement Treatment Act, would provide Assistant U.S. Attorneys and other Federal prosecutors with enhanced law enforcement retirement benefits;","Federal Communications Commission (FCC),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Natl Institute of Justice,SENATE,White House Office",,55000,0,0,2008-10-16T16:01:59-04:00 671160,4d53fe01-5082-41fd-ac3c-73fa5659abca,Q3,THE TIMKEN COMPANY,38153,TIMKEN COMPANY,2008,third_quarter,RET,Defined Contribution Plans - 401(k),"HOUSE OF REPRESENTATIVES,SENATE",,110000,0,0,2008-10-16T16:10:07-04:00 671196,05d85a6c-0768-4f96-99fe-7524fac9d55a,Q3,ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG),57475,AK STEEL HOLDING CORPORATION,2008,third_quarter,RET,Misc. retirement and pension issues,"Commerce, Dept of (DOC),Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Transportation, Dept of (DOT),Treasury, Dept of,U.S. Trade Representative (USTR)",60000,,0,0,2008-10-16T16:16:29-04:00 671235,9e90ec9e-ab16-4c2e-9dae-aa3fc80f3bda,Q3,ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG),57475,FORD MOTOR COMPANY,2008,third_quarter,RET,Pension reform,"HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",60000,,0,0,2008-10-16T16:19:51-04:00 671383,f263dff7-e90f-4ba2-a23f-de408882d922,Q3,"THE NICKLES GROUP, LLC",293335,AMERICAN INTERNATIONAL GROUP,2008,third_quarter,RET,"H.R. 3185, 401(K) Fair Disclosure for Retirement Security Act of 2007; S. 2473, Defined Contribution Fee Disclosure Act of 2007, issues related to fees included in retirement savings plans; issues related to pension policy and impact on insurance and financial services.","HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2008-10-16T16:37:12-04:00 672004,93a5e557-fc46-4a77-aec9-9f08329c2776,Q3,MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY,23986,MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY,2008,third_quarter,RET,"See Addendum S. 1010, Retirement Security for Life Act of 2007. S. 1141, Automatic IRA Act of 2007. S. 1288, Womens Retirement Security Act of 2007. S. 1725, ""Restoring Pension Promises to Workers Act"". S. 1974, ""Pension Protection Technical Corrections Act of 2007"". S. 2473, ""Defined Contribution Fee Disclosure Act of 2007"". S. 3278, ""No Participant Loans from a Debit Card"". H.R. 2167, Automatic IRA Act of 2007 (H.R. 2167, S. 1141). H.R. 2205, Retirement Security for Life Act of 2007. H.R. 2683, ""Pension Security Act of 2007"". H.R. 3185, ""401(k) Fair Disclosure for Retirement Security Act of 2007"". Rep Andrews Amendement to H.R. 3185, ""The Fair Disclosure for Retirement Security Act"" (4/15/08). H.R. 3361, ""Pension Protection Technical Corrections Act of 2007"". H.R. 3765, ""The Defined Contribution Fee Transparency Act of 2007"". H.R. 3868, Bill to delay the PPA defined benefit funding rules for one year. H.R. 5160, ""Small Business Add Vaue for Employees Act of 2008"". H.R. 6143, ""The Pension Protection Act ERISA Amendments of 2008"". H.R. 6382, ""Pension Protection Technical Corrections Act of 2008"". H.R. 6708, ""No Participant Loans from a Debit Card"". DOL Final Regulations and Revisions to the 2007 Form 5500 Annual Return/Report, 72 F.R. 64710-64730 (11/16/07). DOL Final Rule and Regulation (Section 2550.404-4) on Safest Available Annuity 73 F.R. 58447-58540 (10/7/08). DOL Proposed Rule, Reasonable Contracts or Arrangements under Section 408(b)(2) - Fee Disclosure, 72 F.R. 70988-71005 (12/13/07). DOL Proposed Regulation on Provision of Investment Advice and DOL Proposed Class Exemption for Provision of Investment Advice, Prop. DOL Reg. Sec. 2550.404a-5 and 2550.404c-1, 73 F.R. 43039 and 43043 (7/23/08). Request to the Treasury Department and IRS on the application of the backloading accrual rules to hybrid pension plan conversions. IRS Revenue Ruling 2008-07, ""Guidance on Backloading Rules"". IRS Revenue Ruling 2008-45, ""Transfer of Pension Plan Sponsorship"".","Federal Reserve System,HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of,White House Office",,780000,0,0,2008-10-16T18:52:16-04:00 673138,1d46f2c3-9c8b-4b3b-b4a6-c1a92cd4cee8,Q3,AARP,1694,AARP,2008,third_quarter,RET,"HR 2167/ S 1141 Automatic IRA Act of 2007 - Provisions related to establishing an auto IRA for workers not covered by pension plan. HR 5140 Recovery Rebates and Economic Stimulus for the American People Act of 2008 - Discussed implementation of the economic stimulus package, including rebates for older Americans and IRS funding for implementation. Lobbied for long-term financial security (no bill). S 3230 Labor, HHS, Education, Appropriations - Lobbied for adequate funding for Social Security Administration budget. S 2063/HR 3655- Bipartisan Task Force for Responsible Fiscal Action Act of 2007 Senate Budget: Entitlement Task Force (could cut Social Security and Medicare benefits). Discussed options to strengthen and improve long term financing and operations of social security program (no Bill). Lobbying for increased spending to reduce SSA disability claim backlog (no Bill). Discussed increased bankruptcy among 50+ population (no Bill). HR 3765(Defined Contribution Plan Fee Transparency Act of 2007), S 2473 Defined Contribution Fee Disclosure Act of 2007, HR 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 - Amends the Employee Retirement Income Security Act of 1974 (ERISA) to prohibit an administrator of an individual account plan that includes a qualified cash or deferred arrangement to enter into any contract for services to the plan without a written statement that identifies who will be performing such services, describes each such service, and specifies the expected total annual cost of such services. Requires the Secretary of Labor to prescribe a model statement that may be used for purposes of satisfying such requirements. Limits the requirements for such a statement to contracts for services if the total cost for such services equals or exceeds $1,000. Discussed AARP's concerns about garnishment of Social Security checks by banks and payday lenders and check cashers. HR 2642 Military Construction and Veterans Affairs Appropriations Act - Lobbied for funding for IRS/SSA and from IRS to implement Economic Stimulus Payment. S 3230 Labor/HHS/Education Appropriations FY 2009 - Lobbied for increased spending to reduce SSA disability claim backlog and in opposition to certain e-verify provisions without sufficient funding. HR 3654 Safe Commission Act - All provisions related to strengthening Social Security and Medicare and reducing health care costs. S 2794 Senior Investor Protection Act - Lobbied in favor of provisions related to protecting older Americans from fraudulent and misleading marketing practices.","Administration on Aging,Commerce, Dept of (DOC),Equal Employment Opportunity Commission (EEOC),Federal Communications Commission (FCC),Federal Reserve System,Government Accountability Office (GAO),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),SENATE,Social Security Administration (SSA),Treasury, Dept of,White House Office",,7330000,0,0,2008-10-17T10:59:33-04:00 673446,05a3078b-1035-43b8-9152-01f3489f157c,Q3,NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA),28515,NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA),2008,third_quarter,RET,"S. 190: To provide a technical correction to the Pension Protection Act of 2006 S. 206: Social Security Fairness Act of 2007 S. 349: Small Business and Work Opportunity Act of 2007 S. 709: Older Worker Opportunity Act of 2007 S. 1040: Tax Simplification Act of 2007 S. 1141: Automatic IRA Act of 2007 S. 1208: Social Security Account Number Protection Act S. 1288: Women's Retirement Security Act of 2007 S. 1974: Pension Protection Technical Corrections Act of 2008 S. 2547: Fair and Simple Tax Act of 2008 H.R. 82: Social Security Fairness Act of 2007 H.R. 531: Retirement Security Education Act of 2007 H.R. 1322: Emergency Retiree Health Benefits Protection Act of 2007 H.R. 2002: Individual Social Security Investment Program Act of 2007 H.R. 2167: Automatic IRA Act of 2007 H.R. 2657: Employee Benefits Protection Act of 2007 H.R. 2683: Pension Security Act of 2007 H.R. 3361: Pension Protection Technical Corrections Act of 2008 H.R. 5105: Fair and Simple Tax Act of 2008 H.R. 5160: SAVE Act of 2008 H.R. 5316: Universal Economic Stimulus Act of 2008 H.R. 5543: Women's Retirement Security Act of 2008","HOUSE OF REPRESENTATIVES,SENATE",,1113000,0,0,2008-10-17T11:24:13-04:00 673504,ae19ea63-1b6c-49b6-b15a-e83ecd191e3b,Q3,VANGUARD GROUP,291058,VANGUARD GROUP,2008,third_quarter,RET,"H.R. 3185 - 401(k) Fair Disclosure for Retirement Security Act H.R. 3765 - Defined Contribution Plan Fee Transparency Act S. 2473 - Defined Copntribution Fee Disclosure Act (See addendum page) S. 1141/H.R. 2167 - Automatic IRA Act S. 1974/H.R. 3361 - Pension Protection Technical Corrections Act","HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",,420000,0,0,2008-10-17T11:27:17-04:00 673655,46dc0887-9364-4c80-8554-d03363646042,Q3,DUANE MORRIS GOVERNMENT AFFAIRS,49657,NATIONAL ASSOCIATION OF REAL ESTATE INVESTMENT TRUSTS,2008,third_quarter,RET,"H.R. 6500, the ""Thrift Savings Plan Enhancement Act of 2008.""","Federal Retirement Thrift Investment Board,HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2008-10-17T11:38:41-04:00 673749,7d04d94e-bdc6-4ada-af3c-89354d2095a8,Q3,TRANSPORTATION COMMUNICATIONS NATIONAL UNION/IAM (FKA TRANSPORTATION COMMUNICATI,38368,TRANSPORTATION COMMUNICATIONS NATIONAL UNION/IAM (FKA TRANSPORTATION COMMUNICATI,2008,third_quarter,RET,"Amtrak - Budget and Appropriation for FY 2008, all provisions relating to rail. S 136 - National Domestic Preparedness Consortium Expansion Act of 2007, railway-related provisions. S 294, Passenger Rail Investment and Improvement Act of 2007, provisions applying to all appropriations for Amtrak for FY2007-FY2012. S 772 & HR 1650 Railroad Antitrust Enforcement Act of 2007, provisions relating to railroads. HR 2701 - Transportation Energy Security and Comate Change Mitigation Act of 2007, provisions relating to railroads. S. 1889 - Railroad Safety Enhacement Act of 2007; all provisions.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Surface Transportation Board (STB),Transportation, Dept of (DOT)",,120000,0,0,2008-10-17T11:49:07-04:00 674036,e35b70b3-4f0f-4f89-87b4-63671e93a76f,Q3,ALLIED PILOTS ASSOCIATION,40046359,ALLIED PILOTS ASSOCIATION,2008,third_quarter,RET,"GENERAL PENSION PLAN ISSUES Working on preservation of defined benefit plans","Federal Aviation Administration (FAA),HOUSE OF REPRESENTATIVES,SENATE,State, Dept of (DOS),Transportation, Dept of (DOT)",,70000,0,0,2008-10-17T12:15:28-04:00 674073,b18a7b9d-7cc4-4bf7-8a1d-f2af4239ab37,Q3,"ALBERTINE ENTERPRISES, INC.",795,ALLIED PILOTS ASSOCIATION,2008,third_quarter,RET,Issues related to pension security and solvency,"HOUSE OF REPRESENTATIVES,SENATE",12000,,0,0,2008-10-17T12:19:44-04:00 674153,0507d120-c5ea-4e1b-acbe-454a7834faa4,Q3,RETIRESAFE,11025,RETIRESAFE,2008,third_quarter,RET,"H.R. 1953, H.R 2032 - FAIR COLA bills H.R 358, H.R. 288 - Notch Reform H.R. 93 - Social Security Protection Act H.R. 149 - Social Security Earnings Tax Repeal Emergency Social Security COLA Increase","Centers For Medicare and Medicaid Services (CMS),HOUSE OF REPRESENTATIVES,Patent & Trademark Office (PTO),SENATE",,119217,0,0,2008-10-17T12:26:10-04:00 674280,f6333ebf-2025-4e73-a6ad-50eed0d6555a,Q3,DAVIS & HARMAN LLP,11674,TRANSAMERICA LIFE INSURANCE COMPANY,2008,third_quarter,RET,"Proposals making technical corrections to the Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, and S. 1974, Pension Protection Technical Corrections Act. Proposals related to the Saver's Credit. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 3765, the Defined Contribution Fee Transparency Act, H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act, and S. 2473, Defined Contribution Fee Disclosure Act. S. 1288, Women's Retirement Security Act. Proposals relating to small business pension coverage. Proposals related to mandatory universal savings accounts. Proposals related to investment education. Proposals for comprehensive pension and retirement savings legislation.","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2008-10-17T12:39:44-04:00 674650,d676ac73-e4fd-4a4d-a178-cb0781cc7a48,Q3,DAVIS & HARMAN LLP,11674,FINANCIAL EXECUTIVES INTERNATIONAL,2008,third_quarter,RET,"Proposals affecting retirement, health and other Employee Benefit plans, including making technical corrections to The Pension Protection Act of 2006 including H.R. 3361, H.R. 6382, and S. 1974, Pension Protection Technical Corrections Act. H.R. 6143, Pension Protection Act ERISA Amendments.","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2008-10-17T13:17:43-04:00 674753,e713fa38-af66-45ee-bb56-97067569fbba,Q3,BGR GOVERNMENT AFFAIRS,5357,MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (MASSMUTUAL FINANCIAL GROUP),2008,third_quarter,RET,"H.R. 5160, Small Business Add Value for Employers Act of 2008; H.R. 6143, The Pension Protection Act - ERISA Amendments of 2008; H.R. 3361, Pension Protection Technical Corrections Act of 2008.","HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",30000,,0,0,2008-10-17T13:28:34-04:00 674774,416f2496-5ab7-425a-961f-73772b030c08,Q3,DAVIS & HARMAN LLP,11674,AMERICAN BENEFITS COUNCIL,2008,third_quarter,RET,"Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, and S. 1974, The Pension Protection Technical Corrections Act and H.R. 6143, Pension Protection Act ERISA Amendments. Proposals related to older workers' incentives. Proposals related to hybrid pension plan guidance, including application of the backloading rules. Proposals related to reform of the minimum required distribution rules. Proposals related to mandatory savings accounts. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 3765, The Defined Contribution Fee Transparency Act, H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act, and S. 2473, Defined Contribution Fee Disclosure Act. S. 1288, Women's Retirement Security Act. H.R. 2831/S. 1843, The Lilly Ledbetter Fair Pay Act. Proposals related to asset averaging/smoothing rules of the Pension Protection Act of 2006. H.R. 3868, a bill to delay The Pension Protection Act defined benefit funding rules. Proposal to expand Code Section 401(h) to apply to all types of defined contribution plans. S. 1141/H.R. 2167, Automatic IRA Act of 2007. H.R. 5160, Small Business Add Value for Employees Act. Proposals related to expansion of Internal Revenue Code Section 420. Proposals related to retirement plan leakage. H.R. 3997, Emergency Economic Stabilization Act. Proposals related to commodities speculation as they affect retirement plans, including H.R. 6604, Commodity Markets Transparency and Accountability Act, S. 3248, Commodity Speculation Reform Act, and S. 3268, Stop Excessive Energy Speculation Act. Proposals for comprehensive pension and retirement savings legislation. Proposals related to qualfied supplemental executive retirement plans.","HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2008-10-17T13:33:11-04:00 674786,c07d4234-bc52-432a-a57b-dcc46541d320,Q3,DAVIS & HARMAN LLP,11674,GENWORTH FINANCIAL INC,2008,third_quarter,RET,"S. 1010/H.R. 2205, Retirement Security for Life Act. S. 1288, Women's Retirement Security Act. Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, and S. 1974, Pension Protection Technical Corrections Act. Proposals related to annuitization, including H.R. 4150, Lifetime Pension Annuity for You Act. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 3765, The Defined Contribution Fee Transparency Act, H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act, and S. 2473, Defined Contribution Fee Disclosure Act. Proposals for comprehensive pension and retirement savings legislation.","HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2008-10-17T13:34:17-04:00 674826,7d36aa77-c02b-4c9a-b65a-ec09b3a0191b,Q3,SQUIRE PATTON BOGGS,30906,PEACE OFFICERS RESEARCH ASSOCIATION OF CALIFORNIA,2008,third_quarter,RET,"Social Security benefits (H.R. 82, S. 206)","HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2008-10-17T13:37:05-04:00 674833,22a51417-4bd5-4199-986d-2ab86f3e8ee8,Q3,DAVIS & HARMAN LLP,11674,MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY,2008,third_quarter,RET,"S. 1288, Women's Retirement Security Act. H.R. 2167/S.1141, Automatic IRA Act of 2007. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act, Representative Andrews amendment to H.R. 3185 (4/15/08), H.R. 3765, The Defined Contribution Fee Transparency Act, and S. 2473, Defined Contribution Fee Disclosure Act. Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, and S. 1974, Pension Protection Technical Corrections Act, and H.R. 6143, Pension Protection Act ERISA Amendments. H.R. 3868, a bill to delay the Pension Protection Act defined benefit funding rules for one year. Proposals related to retirement plan leakage, including S. 3278/H.R. 6708, legislation restricting qualified plan loans. Proposals for comprehensive pension and retirement savings legislation.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2008-10-17T13:37:26-04:00 674842,a34faa4c-6f1f-48e8-baf8-5eada3013a83,Q3,DAVIS & HARMAN LLP,11674,NATIONWIDE INSURANCE COMPANIES,2008,third_quarter,RET,"Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, and S. 1974, Pension Protection Technicals Corrections Act. Proposals related to hybrid pension plan guidance, including application of the backloading rules. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 3765, The Defined Contribution Fee Transparence Act, H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act, and S. 2473, Defined Contribution Fee Disclosure Act. Proposals related to mandatory universal savings accounts. Proposals related to 457 state and local government retirement plans. Proposals related to asset averaging/smoothing rules of The Pension Protection Act of 2006. S. 1288, Women's Retirement Security Act. Proposals related to older workers' incentives. H.R. 7060, Renewable Energy and Job Creation Act. Proposals for comprehensive pension and retirement savings legislation.","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2008-10-17T13:38:31-04:00 674867,5bce8051-2d17-4b35-b488-be9deba31451,Q3,DAVIS & HARMAN LLP,11674,TIAA,2008,third_quarter,RET,"S.1288, Women's Retirement Security Act. Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, and S. 1974, Pension Protection Technical Corrections Act. Proposals related to The Pension Protection Act's qualified optional survivor annuity provision. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 3765, The Defined Contribution Fee Transparency Act, H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act, and S. 2473, Defined Contribution Fee Disclosure Act. Proposals related to reform of the minimum required distribution rules. Proposals related to retirement plan leakage. Proposals related to commodities speculation as they affect retirement plans, including H.R. 6604, Commodity Markets Transparency and Accountability Act, S. 3248, Commodity Speculation Reform Act, and S. 3268, Stop Excessive Energy Speculation Act. Proposals for comprehensive pension and retirement savings legislation.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2008-10-17T13:41:37-04:00 674876,3b30c4dc-48ed-4e88-9a13-09f2bec959db,Q3,DAVIS & HARMAN LLP,11674,VARIABLE ANNUITY LIFE INSURANCE CO (VALIC),2008,third_quarter,RET,"S. 1288, Women's Retirement Security Act. Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361, H.R. 6382, and S. 1974, The Pension Protection Technical Corrections Act. Proposals related to annuitization, including H.R. 4150, Lifetime Pension Annuity for You Act. Proposals related to reform of the minimum required distribution rules. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 3765, The Defined Contribution Fee Transparencies Act, H.R. 3185, 401(k) Fair Disclosure for Retirement Security, and S. 2473, Defined Contribution Fee Disclosure Act. Proposals related to mandatory universal savings accounts. Proposals related to retirement plan leakage.","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2008-10-17T13:42:40-04:00 674905,d1eec0a8-57fa-40e5-9712-13d2b1cc2b42,Q3,DAVIS & HARMAN LLP,11674,WILLIS NORTH AMERICA INC,2008,third_quarter,RET,"Proposals related to cash balance and other hybrid pension plans, including application of the backloading rules and other issues. Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361, H.R. 6382 and S. 1974, Pension Protection Technical Corrections Act. Proposals for comprehensive pension and retirement savings legislation. Proposals related to qualified supplemental executive retirement plans.","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2008-10-17T13:43:46-04:00 674971,65a21873-b7f4-49f7-8f98-e9a00924c2b6,Q3,"ALFRED W. CORS, JR",285277,RETIRESAFE,2008,third_quarter,RET,"H.R. 1953, H.R 2032 - FAIR COLA bills H.R 358, H.R. 288 - Notch Reform H.R. 93 - Social Security Protection Act H.R. 149 - Social Security Earnings Tax Repeal Emergency Social Security COLA Increase","Centers For Medicare and Medicaid Services (CMS),HOUSE OF REPRESENTATIVES,Patent & Trademark Office (PTO),SENATE",18350,,0,0,2008-10-17T13:46:00-04:00 674987,3f92f310-8f12-4a88-9f6f-9f23badd757d,3A,PACIFIC LIFE INSURANCE COMPANY,309754,PACIFIC LIFE INSURANCE COMPANY,2008,third_quarter,RET,"Plan Fees, Investment Advice, Annuitization Initiatives","Federal Communications Commission (FCC),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",,177348,0,0,2008-10-17T13:47:02-04:00 675209,0acff302-8a4a-4d59-9b76-30965c50a98c,Q3,NATIONAL ASSOCIATION FOR UNIFORMED SERVICES,26615,NATIONAL ASSOCIATION FOR UNIFORMED SERVICES,2008,third_quarter,RET,To protect the cost of living adjusted Social Security payments by ensuring that any major changes mad would grandfather retirees and those near retirement; to improve the Medicare benefit and provide adequate reimburement rates to health care professionals; establish a Comsumer Price Index for Elderly (CPI-E) to compute cost of living increases for Social Security and other Medicare beneficiaries; phase out the taxation of Social Security Benefits; repeal the government pension offset and windfall elimination provisions; include a Social Security Lockbox.,"Defense, Dept of (DOD),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Office of Personnel Management (OPM),SENATE,Veterans Affairs, Dept of (VA),White House Office",,42017,0,0,2008-10-17T14:12:31-04:00 675271,f88f5424-ddd7-4f3d-9b37-6869945fddca,Q3,NATIONWIDE MUTUAL INSURANCE COMPANY,26411,NATIONWIDE MUTUAL INSURANCE COMPANY,2008,third_quarter,RET,"HR 2205/S 1010 - ""Retirement Security for Life Act"" - tax incentives for the purchase of annuities S 1288 - ""Women's Retirement Act of 2007"" - all retirement savings incentives and support, automatic IRA, savers credit HR 2167/S 1141 - ""Automatic IRA Act of 2007"" - Automatic IRA's for small employers HR 3361/S 1974 - ""Pension Protection Technical Corrections Act of 2007"" - Monitoring all provisions to prepare for practical implications HR 3185 - ""The 401K Fair Disclosure for Retirement Security Act of 2007"" - Unbundling, mandatory index fund, so-called guaranteed investment contract fees, basis point issues S 2473 - ""Defined Contribution Fee Disclosure Act"" - Unbundling/categories of disclosure HR 3765 - ""Defined Contribution Plan Fee Transparency Act of 2007"" - 457 plan fee disclosure HR 5160 - ""SAVE Act"" - Automatic IRAs for small employers HR 2831 - ""Lilly Ledbetter Fair Pay Act"" - provisions related to ""each time compensation is paid"" HR 4839/HR 4195/S 2374 - ""Tax Technical Corrections Act of 2007"" - Pension Protection Act technical correction provisions HR 2419/S 2302 - ""Farm Bill Extension Act"" - Potential Roth 457 inclusion HR 3997 - ""Defenders of Freedom Tax Act/Heroes Earnings Assistance and Relief Act"" - Pension plan provisions HR 3997 - ""Defenders of Freedom Tax Act/Heroes Earnings Assistance and Relief Act"" - Pension plan provisions HR 2/S2 - ""Fair Minimum Wage Act of 2007"" - Potential inclusion of ""Portable, Lifelong, Universal Savings"" (PLUS) accounts","Federal Emergency Management Agency (FEMA),Federal Trade Commission (FTC),HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),Internal Revenue Service (IRS),Justice, Dept of (DOJ),Labor, Dept of (DOL),Office of Thrift Supervision (OTS),SENATE,Treasury, Dept of,U.S. Copyright Office",,610000,0,0,2008-10-17T14:18:24-04:00 675451,19df54b8-a282-4a26-bb35-c4476e03e59b,Q3,"WEBSTER, CHAMBERLAIN & BEAN, LLP",40830,NATIONAL ORGANIZATION OF SOCIAL SECURITY CLAIMANTS' REPRESENTATIVES,2008,third_quarter,RET,Social Security issues,HOUSE OF REPRESENTATIVES,10000,,0,0,2008-10-17T14:34:20-04:00 675538,dd4b249b-3978-406c-92bb-b9e9ea240ae2,Q3,ARENTFOX SCHIFF LLP,4208,PUBLIC DEFENDER SERVICE FOR THE DISTRICT OF COLUMBIA,2008,third_quarter,RET,"H.R. 5600 (District of Columbia Court, Offender Supervision, Parole, and Public Defender Employees Equity Act of 2008), Public Defender Service retirement system",HOUSE OF REPRESENTATIVES,,,0,0,2008-10-17T14:42:40-04:00 675599,542a3dec-33a7-4e84-adac-a9145bccac53,Q3,NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS,26901,NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS,2008,third_quarter,RET,"HR 2830 & 1783-The Pension Protection Act-NAIFA supports legislation allowing advisors who represent companies administering 401(k) type plans to give investment advice to employees participating in those plans. HR 205 & S. 1010 - Retirement Security for Life Act would grant a federal tax exclusion up to $20,000 per year in lifetime payments from non-qualified annuuities - NAIFA supports. HR. 2912 - Flexible Retirement for Life Act would grant the same exclusion as HR 819 but phase in the dollar amount starting at $1,000 in 2006 and increasing to $20,000 by 2015. HR 2951 & 1359 - NAIFA supports tax incentives for both qualified and non-qualified annuities. S-2794 - Senior Investor Protection Act of 2008 provides grants to states to address issues pertaining to the marketing and sale of financial products to senior citizens. NAIFA has concerns about several provisions in the bill.","HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,315000,0,0,2008-10-17T14:49:13-04:00 675659,86de851b-5c20-45a6-a20a-7b31227e67af,Q3,AMERICAN BANKERS ASSOCIATION,1785,AMERICAN BANKERS ASSOCIATION,2008,third_quarter,RET,"S. 1141, the Automatic IRA Act of 2007(all provisions) H.R. 2167, the Automatic IRA Act of 2007(all provisions) H.R. 3185, the 401(k) Fair Disclosure for Retirement Security Act of 2007 (all provisions) S.2473, the Defined Contribution Fee Disclosure Act of 2007 S. 3268, the Commodity Markets Transparency and Accountability Act of 2008 (provisions to restrict commodity investments by pension funds) H.R. 3361, Pension Protection Technical Corrections Act of 2008 H.R. 6604, the Commodity Markets Transparency and Accountability Act of 2008 (provisions to restrict commodity investments by pension funds) Pension Protection Act Implementation (all provisions, including rules for Type III supporting organizations) 401(K) Fee Transparency","Defense, Dept of (DOD),Federal Reserve System,HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),Justice, Dept of (DOJ),Labor, Dept of (DOL),Office of Management & Budget (OMB),SENATE,Social Security Administration (SSA),Treasury, Dept of,White House Office",,2340000,0,0,2008-10-17T14:55:41-04:00 675692,d9732d10-bac5-4392-a1fa-7d877aa59f34,Q3,HANCE SCARBOROUGH,17443,ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS,2008,third_quarter,RET,"HR 4391/S. 2455, Public Retirement Protection Act HR 594/S. 349, Social Security Fairness Act","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2008-10-17T14:58:12-04:00 675763,075630ab-24af-4517-aa02-d7666be8db42,Q3,THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY,29607,THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY,2008,third_quarter,RET,"See attachment. RET Third Quarter Report 2008 HR 46 - Small Business Tax Fairness and Simplification Act. Issue: Long Term Care permitted to be offered in cafeteria plans and FSA. H.R. 1424 Emergency Economic Stabilization Act of 2008. Issue: executive com restrictions and 401(k) asset recovery. H.R. 2205/ S 1010 Retirement Security for Life Act. Issue:Tax Incentive for Non Qualified Annuities H.R. 2419 Farm Bill Extension Act. Issue: Roth treatment for 457 contracts. H.R. 2582 Qualified Long-Term Care Fairness Act of 2007. Issue: above the line deduction for LTC. H.R. 3185, the 401(k) Fair Disclosure for Retirement Security Act of 2007. Issue: Retirement plan fee disclosure. H.R. 3361 -To make technical corrections related to the Pension Protection Act of 2006. Issue: technical corrections to PPA. H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007. Issue: retirement plan fee disclosure. H.R. 3997 Defenders of Freedom Tax Act/ Heroes Earnings Assistance and Relief Act. Issue: military access to retirement monies. H.R. 5160 Small Business Add Value for Employees Act of 2008. Issue: expand pension coverage. H.R. 5559 The Long Term Care and Retirement Security Act of 2008. Issue: LTC in cafeteria and FSA and above the line deductions for LTC premiums. H.R. 6143 Pension Protection Act ERISA Amendments of 2008. Issue: Retirement plan modifications. H.R. 6237 The Tax Relief for Long Term Care Act of 2008. Issue: tax credit for LTC insurance premiums. H.R. 6357 Protecting Records, Optimizing Treatments, and Easing Communications Through Healthcare Technology Act of 2008 (ProTECHt Act) H.R. 6382 Pension Protection Act Technical Corrections. Issue: Retirement plan modifications H.R. 7242 Pension Protection Act IRC Amendments of 2008. Issue: LTC and annuity clarification; Tax free exchange provisions for LTC. S. 158 - Access to Affordable Health Care Act. Issue: above the line deduction for long term care insurance. S. 555 - Simple Cafeteria Plan Act. Issue: Long term care insurance permitted to be offered in cafeteria plans and FSA. S. 1288 - Women's Retirement Act of 2007. Issue: federal tax treatment of annuities. S. 1693 The Wired for Healthcare Quality Act. Issue: affects of LTC ERISA preemption. S. 1758 Community Living Assistance Services and Supports Act. Issue: reform of LTC financing. S. 1809/ H.R. 3088 Long-Term Care Act of 2007. Issue: distributions from retirement plans should not be included in gross income if used to pay for LTC premiums. S. 1974- the Pension Protection Technical Corrections Act of 2007. Issue: technical corrections to PPA. S. 2121 Caregiver Assistance and Relief Effort Act of 2007. Issue: above the line deduction for LTC. S. 2337/H.R. 3363 Long Term Care Affordability and Security Act of 2007. Issue: allows long term care insurance to be offered in employer sponsored cafeteria plans and FSA. S. 2473 Defined Contribution Fee Disclosure Act. Issue: retirement plan fee disclosure. S. 2794 The Senior Investor Protection Act of 2008. Issue: sales to seniors of annuity products. S. 3278/ HR 6708 - A bill which would limit the use of 401(k) debit cards and limit withdrawals from 401(k) plans. Issue: limit of withdrawals on retirement plans. S. 3327 Empowered at Home Act of 2008. Issue: Allows above the line tax deduction for LTC premiums. Allows LTC to be offered in cafeteria/ FSA plans. S. 3952 - Automatic IRA Act of 2007. Issue: expand pension coverage. H. Con Res 431 Supporting the Goals and Ideals of a Long Term Awareness Week. Issue: LTC.","HOUSE OF REPRESENTATIVES,SENATE",,830000,0,0,2008-10-17T15:04:03-04:00 675790,99af9349-f725-4357-8ecf-137d63ef10d2,Q3,AETNA INC.,352,AETNA INC,2008,third_quarter,RET,"HR 3361, Pension Protection Technical Corrections Act of 2008; HR 6143, Pension Protection Act ERISA Amendments of 2008","Executive Office of the President (EOP),Food & Drug Administration (FDA),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",,452449,0,0,2008-10-17T15:05:08-04:00 675871,092b7120-0f93-4548-bb1a-808d9d4fc675,Q3,EASTMAN KODAK COMPANY,13016,EASTMAN KODAK COMPANY,2008,third_quarter,RET,HR.1424 The Emergency Economic Stabilization Act,"Environmental Protection Agency (EPA),Federal Trade Commission (FTC),HOUSE OF REPRESENTATIVES,SENATE,U.S. Trade Representative (USTR)",,380000,0,0,2008-10-17T15:10:06-04:00 676038,333357a0-5962-4339-bb5e-d16f4ea1dd5a,Q3,NEW YORK LIFE INSURANCE COMPANY,29174,NEW YORK LIFE INSURANCE COMPANY,2008,third_quarter,RET,"HR 2205/ S 1010 - Retirement Security for Life Act, regarding incentives for annuitization; all provisions HR 3815 - Fair Disclosure for Retirement Security Act, regarding 401(k) fees and expenses; all provisions HR 3765 - Defined Contribution Plan Fee Transparency Act, regarding 401(k) fees and expenses; all provisions","Agriculture, Dept of (USDA),Commerce, Dept of (DOC),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),SENATE,U.S. Trade Representative (USTR),White House Office",,1670000,0,0,2008-10-17T15:19:41-04:00 676052,ccb24f1b-abc7-4d47-99fd-d9ab1cddeae0,Q3,"PRUDENTIAL FINANCIAL, INC.",32338,PRUDENTIAL FINANCIAL INC,2008,third_quarter,RET,"H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act of 2007, All provisions H.R. 3765, Defined Contribution Plan Fee Transparency Act of 2007, All provisions H.R. 2167, Automatic IRA Act of 2007 , All provisions H.R. 2205, Retirement Security for Life Act, All provisions H.R. 6143, Pension Protection Act ERISA Amendments of 2008, All provisions H.R. 3088, Long Term Care Act of 2007, All provisions H.R. 3363, Long-Term Care Affordability and Security Act of 2007, All provisions H.R. 6357, Protecting Records, Optimizing Treatment, and Easing Communication through Healthcare Technology Act of 2008, All provisions H.R.6382, Pension Technical Corrections, All provisions H.R. 7242, Pension Protection Act IRC Amendments of 2008, All provisions S. 1010 , Retirement Security for Life Act of 2007, All provisions S. 1141, Automatic IRA Act of 2007, All provisions S. 1725, Restoring Pension Promises to Workers Act, All provisions S. 1974, Pension Protection Technical Correction Act of 2007, All provisions S. 2473, Defined Contribution Fee Disclosure Act of 2007, All provisions [No Bill Number], Annuity Default Distribution Fiduciary Protection [No Bill Number], QDIA Guidance and Clarifications, All provisions [No Bill Number], Defined Benefit Risk Factor [No Bill Number], PPA Technical Corrections [No Bill Number], Section 408(b)(2) Disclosure, DOL Regulation [No Bill Number], Disclosure to Participants, DOL Regulation [No Bill Number], Investment Advice, DOL Regulation [No Bill Number], Defined Benefit Risk Factor, Treasury","Commerce, Dept of (DOC),Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Natl Security Council (NSC),SENATE,State, Dept of (DOS),Treasury, Dept of,U.S. Trade Representative (USTR)",,1790000,0,0,2008-10-17T15:20:48-04:00 676077,da74bd8a-11d2-479a-b094-60eeb0feeb77,Q3,BANK POLICY INSTITUTE,5290,BANK POLICY INSTITUTE,2008,third_quarter,RET,"Retirement Securities, S. 1725, the Restoring Pension Promises to Workers Act; H.R. 3185, the 401(k) Fair Disclosure for Retirement Security Act of 2007; H.R. 3363, Long-Term Care Affordability and Security Act of 2007, and S. 2337, Long-Term Care Affordability and Security Act of 2007;","Commerce, Dept of (DOC),Commodity Futures Trading Commission (CFTC),Council of Economic Advisers (CEA),Environmental Protection Agency (EPA),Farm Credit Administration,Federal Accounting Standards Advisory Board (FASAB),Federal Deposit Insurance Corporation (FDIC),Federal Housing Finance Agency (FHFA),Federal Reserve System,Federal Trade Commission (FTC),Government Accountability Office (GAO),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),Justice, Dept of (DOJ),Natl Credit Union Administration (NCUA),Natl Economic Council (NEC),Office of Management & Budget (OMB),Office of Personnel Management (OPM),Office of the Comptroller of the Currency (OCC),Office of Thrift Supervision (OTS),Patent & Trademark Office (PTO),Securities & Exchange Commission (SEC),SENATE,Small Business Administration (SBA),Transportation, Dept of (DOT),Treasury, Dept of,U.S. Copyright Office,U.S. Trade Representative (USTR),White House Office",,1800000,0,0,2008-10-17T15:22:03-04:00 676227,c5634e2e-6aa3-4797-88fa-ca6fb54ad822,Q3,PRINCIPAL FINANCIAL GROUP,32178,PRINCIPAL FINANCIAL GROUP,2008,third_quarter,RET,"H.R.69: To amend title II of the Social Security Act to eliminate the 5-month waiting period for entitlement to disability benefits and to eliminate reconsideration as an intervening step between initial benefit entitlement decisions and subsequent hearings on the record on such decisions. H.R.82: To amend title II of the Social Security Act to repeal the Government pension offset and windfall elimination provisions. H.R.93: To amend the Congressional Budget Act of 1974 to protect Social Security beneficiaries against any reduction in benefits. H.R.149: To amend title II of the Social Security Act to remove the limitation upon the amount of outside income which an individual may earn while receiving benefits under such title, and for other purposes. H.R.191: To amend the Internal Revenue Code of 1986 to repeal the inclusion in gross income of Social Security benefits. H.R.192: To amend the Internal Revenue Code of 1986 to repeal the 1993 increase in taxes on Social Security benefits. H.R.279: To amend title II of the Social Security Act to provide for Congressional oversight and approval of totalization agreements. H.R.288: To amend title II of the Social Security Act to provide for an improved benefit computation formula for workers affected by the changes in benefit computation rules enacted in the Social Security Amendments of 1977 who attain age 65 during the 10-year period after 1981 and before 1992 (and related beneficiaries) and to provide prospectively for increases in their benefits accordingly. H.R.340: To amend title II of the Social Security Act to allow remarried widows, widowers, and surviving divorced spouses to become or remain entitled to widow's or widower's insurance benefits if the prior marriage was for at least 10 years. H.R.341: To amend title II of the Social Security Act to provide for payment of lump-sum death payments upon the death of a spouse. H.R.368: To amend title II of the Social Security Act to allow workers who attain age 65 after 1981 and before 1992 to choose either lump sum payments over four years totalling $5,000 or an improved benefit computation formula under a new 10-year rule governing the transition to the changes in benefit computation rules enacted in the Social Security Amendments of 1977, and for other purposes. H.R.581: To amend title II of the Social Security Act to establish a Social Security Surplus Protection Account in the Federal Old-Age and Survivors Insurance Trust Fund to hold the Social Security surplus, to provide for suspension of investment of amounts held in the Account until enactment of legislation providing for investment of the Trust Fund in investment vehicles other than obligations of the United States, and to establish a Social Security Investment Commission to make recommendations for alternative forms of investment of the Social Security surplus in the Trust Fund. H.R.709: To amend title II of the Social Security Act to restrict totalization agreements between the United States and other countries to providing for appropriate exchange of Social Security taxes or contributions between the parties to such agreements, and to prohibit crediting of individuals under such title with earnings from employment or self-employment in the United States performed while such individuals are not citizens, nationals, or lawful permanent residents of the United States and are not authorized by law to be employed in the United States. H.R.726: To amend title II of the Social Security Act to restrict the application of the windfall elimination provision to individuals whose combined monthly income from benefits under such title and other monthly periodic payments exceeds a minimum COLA-adjusted amount of $2,500 and to provide for a graduated implementation of such provision on amounts above such minimum amount. H.R.732: To amend title II of the Social Security Act to reduce from 10 to 5 the number of years of marriage prior to divorce required for a divorced spouse to be eligible for benefits under such title. H.R.1090: To amend the Social Security Act and the Internal Revenue Code of 1986 to preserve and strengthen the Social Security Program through the creation of personal Social Security guarantee accounts ensuring full benefits for all workers and their families, restoring long-term Social Security solvency, to make certain benefit improvements, and for other purposes. H.R.1158: To amend title II of the Social Security Act to eliminate the two-year waiting period for divorced spouse's benefits following the divorce. H.R.1160: To amend title II of the Social Security Act to provide for increases in widow's and widower's insurance benefits by reason of delayed retirement. H.R.1161: To amend title II of the Social Security Act to credit prospectively individuals serving as caregivers of dependent relatives with deemed wages for up to five years of such service. H.R.1322: To amend title I of the Employee Retirement Income Security Act of 1974 to provide emergency protection for retiree health benefits. H.R.1349: To amend the Internal Revenue Code of 1986 to repeal the 1993 increase in income taxes on Social Security benefits. H.R.1380: To amend title II of the Social Security Act to provide that a monthly insurance benefit thereunder shall be paid for the month in which the recipient dies, subject to a reduction of 50 percent if the recipient dies during the first 15 days of such month, and for other purposes. H.R.2032: To require the establishment of a Consumer Price Index for Elderly Consumers to compute cost-of-living increases for Social Security and Medicare benefits under titles II and XVIII of the Social Security Act. H.R.2103: To amend title IV of the Employee Retirement Income Security Act of 1974 to require the Pension Benefit Guaranty Corporation, in the case of airline pilots who are required by regulation to retire at age 60, to compute the actuarial value of monthly benefits in the form of a life annuity commencing at age 60. H.R.2167: To amend the Internal Revenue Code of 1986 to allow employees not covered by qualified retirement plans to save for retirement through automatic payroll deposit IRAs, to facilitate similar saving by the self-employed, and for other purposes. H.R.2355: To amend the Internal Revenue Code of 1986 to extend the authority for penalty-free withdrawals from retirement plans by military reservists or national guardsmen called to active duty for extended periods. H.R. 2461: to amend the Internal Revenue Code of 1986 to permit distributions from individual retirement plans to be contributed to 529 plans without including the distribution in gross income. H.R.2591:To amend part B of title XVIII of the Social Security Act to limit the penalty for late enrollment under part B of the Medicare Program to 10 percent and twice the period of no enrollment, and to exclude periods of COBRA and retiree coverage from such late enrollment penalty. H.R. 2657: To amend the Employee Retirement Income Security Act of 1974 to ensure that employees are not improperly disqualified from benefits under pension plans and welfare plans based on the misclassification or reclassification of their status. H.R.2683: To amend title I of the Employee Retirement Income Security Act of 1974 to require in the annual report of each defined benefit pension plan disclosure of plan investments in hedge funds. H.R.2831: To amend title VII of the Civil Rights Act of 1964, the Age Discrimination in Employment Act of 1967, the Americans With Disabilities Act of 1990, and the Rehabilitation Act of 1973 to clarify that a discriminatory compensation decision or other practice that is unlawful under such Acts occurs each time compensation is paid pursuant to the discriminatory compensation decision or other practice, and for other purposes. H.R. 3088: to amend the Internal Revenue Code of 1986 to provide that distributions from an individual retirement plan, a section 401(k) plan, a section 403(b) contract, or a section 457 plan shall not be includible in gross income to the extent used to pay long-term care insurance premiums. HR. 3185: To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to establish in the Department of Labor an Advisory Council on Improving Employer-Employee Retirement Practices. H.R. 3361: A bill to make technical corrections related to the Pension Protection Act of 2006. H.R. 3765: To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans. H.R. 3868: to provide an orderly transition to new requirements, and for other purposes. H.R. 4061: To allow employees of a commercial passenger airline carrier who receive payments in a bankruptcy proceeding to roll over such payments into an individual retirement plan, and for other purposes. H.R. 4150: To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R. 4807: To amend the Social Security Act to protect Social Security cost-of-living adjustments (COLA) H.R.5160: To amend the Internal Revenue Code of 1986 to encourage retirement savings by modifying requirements with respect to employer-established IRAs, and for other purposes. H.R.6382 To make technical corrections related to the Pension Protection Act of 2006, and for other purposes. HR 6708: To amend the Internal Revenue Code of 1986 to provide that no loan may be made from a qualified employer plan using revolving credit arrangements and to limit the number of loans that may be made from a qualified employer plan to a participant or beneficiary. S.43: A bill to amend title II of the Social Security Act to preserve and protect Social Security benefits of American workers and to help ensure greater congressional oversight of the Social Security system by requiring that both Houses of Congress approve a totalization agreement before the agreement, giving foreign workers Social Security benefits, can go into effect. S.137: A bill to amend title XVIII of the Social Security Act to provide additional beneficiary protections. S.190: A bill to provide a technical correction to the Pension Protection Act of 2006. S.191: A bill to provide relief for all air carriers with pension plans that are not frozen pension plans. S.355: A bill to establish a National Commission on Entitlement Solvency. S.1010: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S.1141: A bill to amend the Internal Revenue Code of 1986 to allow employees not covered by qualified retirement plans to save for retirement through automatic payroll deposit IRAs, to facilitate similar saving by the self-employed, and for other purposes. S.1254: A bill to amend title II of the Social Security Act to provide that the reductions in social security benefits which are required in the case of spouses and surviving spouses who are also receiving certain government pensions shall be equal to the amount by which two-thirds of the total amount of the combined monthly benefit (before reduction) and monthly pension exceeds $1,200, adjusted for inflation. S.1270: A bill to amend title IV of the Employee Retirement Income Security Act of 1974 to require the Pension Benefit Guaranty Corporation, in the case of airline pilots who are required by regulation to retire at age 60, to compute the actuarial value of monthly benefits in the form of a life annuity commencing at age 60. S.1288: A bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to increase the retirement security of women and small business owners, and for other purposes. S.1533: A bill to amend the Internal Revenue Code of 1986 to allow certain coins to be acquired by individual retirement accounts and other individually directed pension plan accounts, and for other purposes. S.1636: A bill to amend the Internal Revenue Code of 1986 to permanently allow penalty-free withdrawals from retirement plans for individuals called to active duty for at least 179 days. S. 1725: to amend the Employee Retirement Income Security Act of 1974, the Internal Revenue Code of 1986, and title 5, U.S. Code, to improve the protection of pension benefits, and for other purposes. S. 1809: to amend the Internal Revenue Code of 1986 to provide that distributions from an individual retirement plan, a section 401(k) plan, a section 403(b) contract, or a section 457 plan shall not be includible in gross income to the extent used to pay long-term care insurance premiums. S.1843: A bill to amend title VII of the Civil Rights Act of 1964 and the Age Discrimination in Employment Act of 1967 to clarify that an unlawful practice occurs each time compensation is paid pursuant to a discriminatory compensation decision or other practice, and for other purposes. S.1947: A bill to amend title XI of the Social Security Act to improve the quality improvement organization (QIO) program. S. 1974: A bill to make technical corrections related to the Pension Protection Act of 2006. S. 2184: To amend the Internal Revenue Code of 1986 to permanently allow penalty-free withdrawals from retirement plans for individuals called to active duty for at least 179 days. S. 2201: to provide for the penalty-free use of retirement funds for mortgage delinquency relief. S. 2473: to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and for other purposes. S.2501: A bill to amend the Social Security Act to protect Social Security cost-of-living adjustments (COLA). S. 2505: to allow employees of a commercial passenger airline carrier who receive payments in a bankruptcy proceeding to roll over such payments into an individual retirement plan, and for other purposes. S.2570: To amend title II of the Social Security Act to authorize waivers by the Commissioner of Social Security of the 5-month waiting period for entitlement to benefits based on disability in cases in which the Commissioner determines that such waiting period would cause undue hardship to terminally ill beneficiaries. S. 2765: To strengthen and permanently preserve Social Security. S.2794: A bill to protect older Americans from misleading and fraudulent marketing practices, with the goal of increasing retirement security. S.3219: A bill to enhance penalties for violations of securities protections that involve targeting seniors. S.3278: A bill to amend the Internal Revenue Code of 1986 to provide that no loan may be made from a qualified employer plan using a credit card or other intermediary and to limit the number of loans that may be made from a qualified employer plan to a participant or beneficiary. S.Res.601: To designate Oct. 19-25, 2008, as ''National Save for Retirement Week.''","Centers For Medicare and Medicaid Services (CMS),Commerce, Dept of (DOC),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,State, Dept of (DOS),Treasury, Dept of,U.S. Trade & Development Agency (USTDA),U.S. Trade Representative (USTR)",,470000,0,0,2008-10-17T15:31:35-04:00 676569,7b2828b8-cdb6-4ef2-8765-0b407983ff74,Q3,"CLS STRATEGIES (FORMERLY CHLOPAK, LEONARD, SCHECHTER AND ASSOCIATES, INC.)",9090,AMERICANS FOR SECURE RETIREMENT,2008,third_quarter,RET,"Issues relating to the Insurance Industry and more specifically Annuities. HR.2205, Retirement Security for Life Act of 2007 S.1010, Retirement Security for Life Act of 2007","HOUSE OF REPRESENTATIVES,SENATE",110000,,0,0,2008-10-17T15:53:53-04:00 676782,0d544d0b-d668-4fa9-92ac-2a209dc6791b,Q3,"BOCKORNY GROUP, INC.",289773,AMERICANS FOR SECURE RETIREMENT,2008,third_quarter,RET,"HR.2205, Retirement Security for Life Act of 2007 S.1010, Retirement Security for Life Act of 2007","HOUSE OF REPRESENTATIVES,SENATE",80000,,0,0,2008-10-17T16:13:03-04:00 676940,d740e898-85af-42d0-9455-e6f09cd28a37,Q3,AMERICAN ACADEMY OF ACTUARIES,1318,AMERICAN ACADEMY OF ACTUARIES,2008,third_quarter,RET,"Social security insurance reform and public statement advocating increasing retirement age; enhancing retirement for small businesses including IRAs, 401 (k)s, SIMPLE and SEP plans; auto-enrollment feature of PPA; PBGC rules governing premium determinations, 4010 filings, and plan terminations.","Congressional Budget Office (CBO),Government Accountability Office (GAO),HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),President of the U.S.,SENATE,Treasury, Dept of",,41460,0,0,2008-10-17T16:30:50-04:00 677326,35f8c107-7f7f-4d17-bdbc-5672b9a1ec40,Q3,"BOCKORNY GROUP, INC.",289773,NATIONAL ASSOCIATION OF REAL ESTATE INVESTMENT TRUSTS,2008,third_quarter,RET,"Legislative proposals to offer a real estate securities option to the Federal Employee Retirement Plan (TSP) HR 6500, To amend title 5, United States Code, to provide for the automatic enrollment of new participants in the Thrift Savings Plan, and for other purposes","HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2008-10-17T16:56:11-04:00 677467,74450f29-9537-45c9-a11f-9d0efa84b626,Q3,NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION,26477,NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION,2008,third_quarter,RET,"Air traffic controller retirement issue-eligibility, annuity computation, mandatory separation, imposed work rules, FERS, and sick leave, FAA controller work force plan, staffing. COLA S.3301","Defense, Dept of (DOD),Federal Aviation Administration (FAA),HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT)",,260000,0,0,2008-10-17T17:04:09-04:00 677912,cf77b58f-cd55-4236-9ac8-f01226236f57,Q3,QGA PUBLIC AFFAIRS (FORMERLY QUINN GILLESPIE & ASSOCIATES),54197,AON CORPORATION,2008,third_quarter,RET,Pension Security,"HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2008-10-17T18:02:08-04:00 678359,85ac8014-590a-449d-ace3-aacd22fca0d6,Q3,SQUIRE PATTON BOGGS,30906,NEW YORK LIFE INSURANCE COMPANY,2008,third_quarter,RET,Pension issues,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2008-10-18T05:54:35-04:00 678362,53a95527-aa90-4a40-b9ec-ce8a28301275,Q3,SQUIRE PATTON BOGGS,30906,NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY,2008,third_quarter,RET,Pension issues.,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2008-10-18T05:55:36-04:00 679721,13e61049-4746-435e-b057-24d9807670c9,Q3,RICH FEUER ANDERSON,84775,BARCLAYS GLOBAL INVESTORS,2008,third_quarter,RET,"Disclosure to retirement plan sponsors and participants of administrative fees and expenses, including HR 3185, the ""401(k) Fair Disclosure for Retirement Security Act;"" HR 3765, the ""Defined Contribution Plan Fee Transparency Act of 2007;"" and S 2473, the ""Defined Contribution Fee Disclosure Act of 2007."" Management of assets in the Federal Thrift Savings Plan.","HOUSE OF REPRESENTATIVES,SENATE",45000,,0,0,2008-10-19T18:25:26-04:00 679818,65c7e486-26a7-40da-914a-5de4f76c8c79,Q3,"AON CONSULTING, INC.",51343,AON CONSULTING INC,2008,third_quarter,RET,"Congressional testimony to Education and Labor Committee on HR. 1322, the Emergency Retiree Health Benefits Protection Act.","HOUSE OF REPRESENTATIVES,SENATE",,10000,0,0,2008-10-19T21:11:26-04:00 679832,cc8ec175-8993-4c93-a0ee-74f76a3aeb53,Q3,AON CORPORATION,300058,AON CORPORATION,2008,third_quarter,RET,Pension security proposals and legislation.,"HOUSE OF REPRESENTATIVES,SENATE",,140000,0,0,2008-10-19T21:20:37-04:00 679871,19c74afc-1e02-491a-aefb-8456d24761cb,Q3,"LEDGE COUNSEL, INC.",22438,NATIONAL ASSOCIATION OF THRIFT SAVINGS PLAN PARTICIPANTS,2008,third_quarter,RET,Federal Retirement Thrift Savings Plan legislation and regulations,"Federal Retirement Thrift Investment Board,HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2008-10-19T22:01:07-04:00 679876,9fdbfdeb-ed8d-43e1-97cb-7c486ce7d135,Q3,"LEDGE COUNSEL, INC.",22438,NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION,2008,third_quarter,RET,Civil service retirement,"Federal Retirement Thrift Investment Board,HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),Office of Personnel Management (OPM),SENATE",20000,,0,0,2008-10-19T22:06:09-04:00 680003,746781da-28c2-42f0-a92c-3aebad3a6d75,Q3,"THE DOW CHEMICAL COMPANY, DBA DOW",12527,DOW CHEMICAL COMPANY DBA DOW,2008,third_quarter,RET,"Pension funding & design reform; non qualified deferred compensation; plan fees; phased retirement S 2473, Defined Contribution Fee Disclosure Act; HR 3185, Fair Disclosure for Retirement Security Act; HR 3765, Defined Contributional Plan Fee Transparency Act; S 1974/HR 3361, Pension Protection Technical Correction Act; HR 4195, Tax Technical Corrections Act; HR 3056","Commerce, Dept of (DOC),Energy, Dept of,Environmental Protection Agency (EPA),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE,State, Dept of (DOS),Surface Transportation Board (STB),Treasury, Dept of,U.S. Trade Representative (USTR),White House Office",,1980000,0,0,2008-10-20T08:02:26-04:00