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
1550583,f96a0f70-3c34-428e-aa4b-c96b00333158,Q3,"APTIV, PLC",49054,APTIV PLC,2014,third_quarter,RET,X,"HOUSE OF REPRESENTATIVES,SENATE",,127107,0,0,2014-07-14T22:01:52.907000-04:00
1568490,02567e27-7b82-4808-b5e0-a95c97198995,Q3,AFL-CIO,363,AFL-CIO,2014,third_quarter,RET,"H.R. 3118, Strengthening Social Security Act of 2013
Multiemployer Pension Plans: funding
Social Security: Proposals to expand benefits (HR2100)
IRA Free Disclosure Act
Social Security Disability: funding and administrative changes
Pension Fiduciary Duty rules
S. 1979, USA Retirement Funds Act; hybrid plans, pooled funds, plan coverage, fiduciary
Social Security Administration: office closings and workforce reduction, SSH operating expenditures in Labor & HHS appropriations
Pension: 4062(e) legislation, recoupment, PBGC
ERISA: excepted benefits, pension funding, investment advice
401k plans: simplification","Defense, Dept of (DOD),Environmental Protection Agency (EPA),Executive Office of the President (EOP),Export-Import Bank of the United States (EXIM Bank),Federal Reserve System,Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Labor, Dept of (DOL),Occupational Safety & Health Administration (OSHA),Office of Management & Budget (OMB),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,State, Dept of (DOS),Transportation, Dept of (DOT),Treasury, Dept of,U.S. Trade Representative (USTR),White House Office",,900000,0,0,2014-07-21T12:43:45.033000-04:00
1581188,dc664914-1d87-45e0-89b3-f0303cfbc79d,Q3,NATIONAL LEAGUE OF POSTMASTERS,69297,NATIONAL LEAGUE OF POSTMASTERS,2014,third_quarter,RET,Federal Retirement and other general benefit issues.,"HOUSE OF REPRESENTATIVES,Postal Regulatory Commission,SENATE,U.S. Postal Service (USPS)",,20000,0,0,2014-09-30T15:31:26.937000-04:00
1581439,ce5c9956-6094-40d5-b660-d44327fa883c,Q3,NATIONAL ASSOCIATION OF POSTMASTERS OF THE UNITED STATES,27002,NATIONAL ASSOCIATION OF POSTMASTERS OF THE UNITED STATES,2014,third_quarter,RET,Issues relating to the calculation of postal retiree cost-of-living-adjustment,"HOUSE OF REPRESENTATIVES,Office of Personnel Management (OPM),Postal Regulatory Commission,SENATE,U.S. Postal Service (USPS)",,45000,0,0,2014-10-01T16:46:24.203000-04:00
1581899,8eb9f8dc-a11c-46f4-b13c-762466909025,Q3,"BITUMINOUS COAL OPERATORS' ASSOCIATION, INC.",310494,"BITUMINOUS COAL OPERATORS' ASSOCIATION, INC.",2014,third_quarter,RET,"Monitor proposed amendments to the Pension Protection Act of 2007.  Proposals to modify regulations governing Multi-Employer Pension Plans and the Multi-Employer Guarantee Fund administered by the PBGC; H.R. 980 and S.468, the Coal Accountabiity and Retired Employee Act of 2013 or CARE Act.","HOUSE OF REPRESENTATIVES,SENATE",,40827,0,0,2014-10-06T11:50:52.907000-04:00
1581984,cb44a181-bdf9-48d9-bce5-d0baeb409fbc,Q3,"FORSCEY, PLLC",52880,BITUMINOUS COAL OPERATORS ASSOCIATION,2014,third_quarter,RET,"Monitor proposed amendments to the Pension Protection Act of 2007; Proposals to modify regulations governing Multi-Employer Pension Plans and the Multi-Employer Guarantee Fund administered by the PBGC; H.R.980 and S.468, the Coal Accountability and Retired Employee Act of 2013 or CARE Act.  Work on H.R. 2918, the Coal Healthcare and Pensions Protection Act of 2013.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE",30000,,0,0,2014-10-06T14:33:46.223000-04:00
1582002,38145f96-2a3c-4767-bf8e-2108458e1b1e,Q3,PETER TURZA,401103236,"ABF FREIGHT SYSTEMS, INC.",2014,third_quarter,RET,"Issues with multiemployer pension plans and the obligations of contributing employers to such plans involving ERISA, MPPAA and the PPA.","HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2014-10-06T14:58:55.947000-04:00
1582098,395ab790-af68-4932-91b9-d26ccd32bfb5,Q3,TIMOTHY JAMES,401101071,GROSSMANHEINZ ON BEHALF OF INTERNATIONAL UNION OF OPERATING ENGINEERS,2014,third_quarter,RET,"Pension reform legislation to extend expiring Pension Protection Act provisions, and to provide pension trustees additional tools to address underfunded multi-employer pension plans to protect benefits","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2014-10-06T17:46:32.520000-04:00
1582255,244797d9-cee2-4e13-85cf-d727b19529aa,Q3,"INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO",50400,INTERNATIONAL UNION OF POLICE ASSOCIATIONS AFL-CIO,2014,third_quarter,RET,"S896, S2377","Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE",,20000,0,0,2014-10-07T13:44:13.367000-04:00
1582493,c742e4c3-9470-41ed-8363-8e11f199d27c,Q3,SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN,35068,SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN,2014,third_quarter,RET,"Support Partnership for Multiemployer Retirement Security
Submitted statement to House Education and Workforce Committee Subcommittee for hearings on Multi Employer Pension Plans address issues related to the Pension Protection ActStatement submitted for record: Support reform to create stronger employment and tax laws at state and federal level with more effective enforcement to eliminate possible payroll fraud and worker misclassification in construction industry

Support ""Solutions Not Bailouts"" proposal for multiemployer pension plan reform.","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2014-10-07T19:09:16.830000-04:00
1582840,19d1d8ea-433e-4340-8bdf-7a83a7c4fa12,3A,FLEET RESERVE ASSOCIATION,14781,FLEET RESERVE ASSOCIATION,2014,third_quarter,RET,"SBP Improvement, HR4741; Concurrent Receipt S. 234/HR 303/HR 333;Final Months pay, HR 1360;","HOUSE OF REPRESENTATIVES,SENATE,U.S. Coast Guard (USCG),Veterans Affairs, Dept of (VA)",,,0,0,2014-10-08T15:15:25.670000-04:00
1582908,94042e6f-ea75-4916-8ea2-d09dbdadf893,Q3,THE WASHINGTON TAX & PUBLIC POLICY GROUP,294930,GENERAL MOTORS COMPANY,2014,third_quarter,RET,Issues related to PBGC premiums,"HOUSE OF REPRESENTATIVES,SENATE",90000,,0,0,2014-10-08T15:40:45.147000-04:00
1582914,b0238bb3-f431-4b52-8f48-3e67adec8f79,Q3,THE WASHINGTON TAX & PUBLIC POLICY GROUP,294930,THE GOODYEAR TIRE & RUBBER COMPANY,2014,third_quarter,RET,Issues related to PBGC premiums,"HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2014-10-08T15:42:46.553000-04:00
1583103,d5b26b9c-604d-4336-a96b-2f746a1df178,Q3,MR. MARK REY,400454181,NATIONAL OLDER WORKERS CAREER CENTER,2014,third_quarter,RET,Assisting retired federal workers secure new employment opportunities,"HOUSE OF REPRESENTATIVES,SENATE,U.S. Forest Service",,,0,0,2014-10-08T18:16:39.220000-04:00
1583235,364a2ce4-5c70-4322-8179-2f9c79fe1a4e,Q3,"CASSIDY & ASSOCIATES, INC.",8453,SOCIETY OF ACTUARIES,2014,third_quarter,RET,General legislative issues related to actuarial profession,"HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",30000,,0,0,2014-10-09T10:49:52.923000-04:00
1583730,094e42a6-2461-46ef-a2c2-badeb1d753c9,Q3,CLOAKROOM ADVISORS LLC,401103204,CASSIDY & ASSOCIATES ON BEHALF OF SOCIETY OF ACTUARIES,2014,third_quarter,RET,General legislative issues related to actuarial profession,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2014-10-10T09:32:34.633000-04:00
1583973,b9543a7e-58b9-4d16-8162-ebb1db363363,Q3,"OWENS-ILLINOIS, INC",49646,OWENS-ILLINOIS INC,2014,third_quarter,RET,"Pension and retirement issues; PBGC Premiums, HR3979, HR5381","Energy, Dept of,Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,SENATE",,170000,0,0,2014-10-10T13:40:32.797000-04:00
1584648,42a0a6b6-9756-43b4-baa6-eebcf5f3d5d0,Q3,THE TIMKEN COMPANY,38153,TIMKEN COMPANY,2014,third_quarter,RET,Pension Funding Issues,"HOUSE OF REPRESENTATIVES,SENATE",,27000,0,0,2014-10-13T16:00:06.127000-04:00
1584744,9848a608-3f79-4d71-b94d-3e4fe9b12860,Q3,DAVID FUNDERBURK,43491,TREA SENIORCITIZENS LEAGUE,2014,third_quarter,RET,"Social Security Notch Reform:  H.R. 155 and S. 90; Consumer Price Index for the Elderly:  H.R. 1030, H.R. 1585, and H.R. 2154; Anti U.S.-Mexico Totalization/No Social Security for Illegal Work:  H.R. 2745 and S. 767; Social Security Protection:  H.R. 1031, H.R. 1275, H.R. 1517, and S. 110; Social Security Reform:  H.R. 649, H.R. 1029, H.R. 1795, H.R. 3118, S. 308, S. 500, S. 567, S. 896, and S. 2382; Empowering Older Entrepreneurs:  H.R. 4613.","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2014-10-13T17:38:07.783000-04:00
1584759,0dd9a8ee-b312-40b8-a81b-3b6468e43194,3A,DAVID FUNDERBURK,43491,TREA SENIORCITIZENS LEAGUE,2014,third_quarter,RET,"Social Security Notch Reform:  H.R. 155 and S. 90; Consumer Price Index for the Elderly:  H.R. 1030, H.R. 1585, and H.R. 2154; Anti U.S.-Mexico Totalization/No Social Security for Illegal Work:  H.R. 2745 and S. 767; Social Security Protection:  H.R. 1031, H.R. 1275, H.R. 1517, and S. 110; Social Security Reform:  H.R. 649, H.R. 1029, H.R. 1795, H.R. 3118, S. 308, S. 500, S. 567, S. 896, and S. 2382; Empowering Older Entrepreneurs:  H.R. 4613.","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2014-10-13T17:48:08.800000-04:00
1584802,dbd5938d-1358-4db4-9293-d58b6c870966,Q3,TREA SENIOR CITIZENS LEAGUE,38426,TREA SENIOR CITIZENS LEAGUE,2014,third_quarter,RET,"Social Security Notch Reform: H.R. 155 and S. 90, Consumer Price Index for the Elderly: H.R. 1030 and H.R. 1585 and H.R. 2154, Anti U.S. Mexico Totalization/No Social Security for Illegal Work: H.R. 2745 and S. 767, Social Security Protection: H.R. 1031 and H.R. 1275 and S. 110 and H.R. 1517, Social Security Reform: H.R. 649 and H.R. 1029 and H.R. 1795 and H.R. 3118 and S. 308 and S. 500 and S. 567 and S. 896 and S. 2382, Empowering Older Entrepreneurs: H.R. 4613.","HOUSE OF REPRESENTATIVES,SENATE",,40000,0,0,2014-10-14T07:50:58.163000-04:00
1584858,5ccdaae9-92f4-49bd-9f1c-d32d778f5ee4,Q3,KPMG LLP,21893,KPMG LLP,2014,third_quarter,RET,"Draft bill by Cong. Nunes/Burr regarding Public Employee Pension Transparency; Definition of fiduciary, S. 273.  Appraisals of ESOPs, DOL Fiduciary Rule, S. 273/HR 2041.","Government Accountability Office (GAO),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Securities & Exchange Commission (SEC),SENATE",,630000,0,0,2014-10-14T09:23:08.507000-04:00
1584920,921b68d2-ff21-4a1a-a68c-c45fb0594cdd,Q3,NATIONAL ASSOCIATION FOR THE ADVANCEMENT OF COLORED PEOPLE,48975,NATIONAL ASSOCIATION FOR THE ADVANCEMENT OF COLORED PEOPLE,2014,third_quarter,RET,Support the Department of Labor (DOL)s efforts to update and strengthen the outdated protections that apply when individuals receive professional advice about their retirement investments.,"Agriculture, Dept of (USDA),Centers For Medicare and Medicaid Services (CMS),Commerce, Dept of (DOC),Defense, Dept of (DOD),Education, Dept of,Environmental Protection Agency (EPA),Equal Employment Opportunity Commission (EEOC),Federal Communications Commission (FCC),Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,Federal Trade Commission (FTC),Food & Drug Administration (FDA),Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),Interior, Dept of (DOI),Internal Revenue Service (IRS),Justice, Dept of (DOJ),Labor, Dept of (DOL),Natl Credit Union Administration (NCUA),Occupational Safety & Health Administration (OSHA),Office of Management & Budget (OMB),Office of Personnel Management (OPM),Office of the Comptroller of the Currency (OCC),Patent & Trademark Office (PTO),SENATE,Small Business Administration (SBA),State, Dept of (DOS),Transportation, Dept of (DOT),Transportation Security Administration (TSA),Treasury, Dept of,U.S. Commission on Civil Rights,U.S. Trade Representative (USTR),Veterans Affairs, Dept of (VA),White House Office",,68750,0,0,2014-10-14T10:04:23.113000-04:00
1585271,3efcaa93-21af-489a-91d6-73beaca721df,Q3,THE ESOP ASSOCIATION,13858,ESOP ASSOCIATION,2014,third_quarter,RET,"Any 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.  Above areas include tax and labor law issues embedded in the Employee Retirement Security Act of 1974 and the IRS Code.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",,53608,0,0,2014-10-14T12:00:12.910000-04:00
1585302,cca4b509-79f9-4e5c-87d7-4ce6f23d80f4,Q3,DEAN FOODS COMPANY,58396,DEAN FOODS COMPANY,2014,third_quarter,RET,Multiemployer Pension Reform and Support for the Recommendations of the National Coordinating Committee for Multiemployer Plans' Retirement Security Review Commission,"Agriculture, Dept of (USDA),HOUSE OF REPRESENTATIVES,SENATE",,230000,0,0,2014-10-14T12:23:38.293000-04:00
1585416,70c9f58d-5ae1-4920-9e8c-668a5761d1d7,Q3,"THE CJR GROUP, INC.",288293,RPM INTERNATIONAL INC,2014,third_quarter,RET,PBGC premiums,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2014-10-14T13:01:38.337000-04:00
1585878,7672d2b0-3370-4a85-929e-4eaa5dffa7c4,Q3,UNIVERSITY OF IOWA,49191,UNIVERSITY OF IOWA,2014,third_quarter,RET,"Retirement issues related to universities' pension plans
IRA issues related to philanthropic giving","Agriculture, Dept of (USDA),Centers For Medicare and Medicaid Services (CMS),Defense, Dept of (DOD),Federal Emergency Management Agency (FEMA),Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Natl Institutes of Health (NIH),SENATE,Transportation, Dept of (DOT)",,85562,0,0,2014-10-14T16:19:10.483000-04:00
1585964,ebc98eb2-722b-4445-b8fd-67ce8f73edca,Q3,UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA,39063,UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA,2014,third_quarter,RET,"Legislative proposals to provide new funding provisions and technical corrections to the existing funding rule of multi-employer pension plans under the Pension Protection Act of 2006 (PPA), and to amend the PPA to allow multi-employer plans to adopt new designs to eliminate unfunded liability and make plans more stable (no bill introduced).","HOUSE OF REPRESENTATIVES,SENATE",,80000,0,0,2014-10-14T16:58:28.793000-04:00
1586416,55e107f4-2322-4d2a-a537-029b30c55582,3A,"APTIV, PLC",49054,APTIV PLC,2014,third_quarter,RET,Change in taxation of 401k plans,"HOUSE OF REPRESENTATIVES,SENATE",,135586,0,0,2014-10-15T10:40:24.313000-04:00
1586466,cac58a92-86f9-4213-b08c-80545158399e,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,2014,third_quarter,RET,401(k)Disclosure:  Track Department of Labor rulemaking regarding 401(k)fee disclosure.  Argue against possible changes to the tax treatment of life insurance products.,"Commodity Futures Trading Commission (CFTC),HOUSE OF REPRESENTATIVES,Risk Management Agency,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,590000,0,0,2014-10-15T10:53:40.927000-04:00
1586531,ec055878-dbd5-47d9-8c9c-7ba1d1962756,Q3,JACKSON NATIONAL LIFE INSURANCE COMPANY,20334,JACKSON NATIONAL LIFE INSURANCE COMPANY,2014,third_quarter,RET,Rules on plan fiduciaries' responsibilities with respect to brokerage windows in 401(k)s.,"Commodity Futures Trading Commission (CFTC),HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",,120000,0,0,2014-10-15T11:26:18.783000-04:00
1586611,17fae2a3-8fa2-4830-a636-e0b9a480b138,Q3,EMERSON,13506,EMERSON,2014,third_quarter,RET,Pension - PBGC premium costs,"HOUSE OF REPRESENTATIVES,SENATE",,90000,0,0,2014-10-15T12:11:32.617000-04:00
1586653,92445a86-be07-4777-bfed-e998e258f91d,Q3,DAVIS & HARMAN LLP,11674,MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY,2014,third_quarter,RET,"Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans.  Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs  and creation of new qualified retirement plans for small business.  Issues related to retirement target date funds.  Issues related to tax incentives for retirementsavings.  Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals related to tax relief for disaster victims. Proposals to enhance incentives for employers that voluntarily offer qualified retirement plans.  Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures.  Proposals to increase PBGC premiums.  Issues related to lifetime income.  Issues related to use of brokerage windows in defined contribution plans.  H.R. 2117, Retirement Plan Simplification.  Proposals related to tax treatment of retirement plans, IRAs, and annuity products.  Proposals that would consolidate various retirement and IRA types.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2014-10-15T12:23:42.183000-04:00
1586660,5a16f752-f875-4eb9-9fc0-a412ec88e930,Q3,DAVIS & HARMAN LLP,11674,NATIONWIDE INSURANCE COMPANIES,2014,third_quarter,RET,"Proposals to expand retirement plan coverage, including proposals to reform the multiple employer plan rules.  Proposals related to  creation of new qualified retirement plans for small business.  Issues related to tax incentives for retirement savings.  Issues related to the Department of Labor's proposed regulation defining fiduciary.  Qualified plan issues.Issues related to EPCRS.  Tax incentives for 457 plans.  Application of the Volcker rule to insurance company general accounts. Proposals that would consolidate various retirement and IRA types.  Proposals related to annuity incentives.  Issues related to use of brokerage windows in defined contribution plans.  H.R. 2117, Retirement Plan Simplification Act.  S. 1270, SAFE Retirement Act.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2014-10-15T12:26:44.997000-04:00
1586697,5df18cf8-2a24-4e44-8702-c70a7c980a77,Q3,DAVIS & HARMAN LLP,11674,TIAA,2014,third_quarter,RET,"Issues related to tax incentives for retirement savings.  Issues regarding investment offerings in defined contribution plans.  Legislation to expand the employee-sponsored retirement system.  Issues relating to public-sector plan design.  Proposals relating to IRS relief for disaster victims. Proposals related to governmental pick-up contributions.  Issues related to lifetime income productsin qualified retirement plans.  Proposals to increase annuitization within qualified retirement plans.  Proposals that would combine various retirement plan and IRA types.  H.R. 2117, Retirement Plan Simplification Act.  Proposals related to tax treatment of retirement plans, IRAs, and annuity products.  Issues related to employee benefit plan administration and electronic delivery of ERISA-mandated statements and disclosures.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",20000,,0,0,2014-10-15T12:52:51.973000-04:00
1586698,ed33f6f5-df26-4de1-bf16-dd8960b677a6,Q3,DAVIS & HARMAN LLP,11674,WILLIS NORTH AMERICA INC,2014,third_quarter,RET,"Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans.  Issues related to required minimum distributions.  Issues related to government issued mortality tables.",SENATE,,,0,0,2014-10-15T12:53:52.633000-04:00
1586702,e7892a43-aa2b-4600-9d2e-4efc09bc1989,Q3,DAVIS & HARMAN LLP,11674,VANGUARD GROUP,2014,third_quarter,RET,"Proposals related to stemming leakage from retirement plans through reform of plan loan rules.  Issues related to retirement target date funds.  Issues related to tax incentives for retirement savings. Issues related to employee benefit plan administration and electronic delivery of ERISA-mandated statements and disclosures.  Consolidation of ERISA-required notices.  H.R. 2117, Retirement Simplification Act.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2014-10-15T12:54:54.397000-04:00
1586883,d1fcfde4-6dbf-4766-9c29-e173e0ca5b66,Q3,NATIONAL FRATERNAL ORDER OF POLICE,27866,NATIONAL FRATERNAL ORDER OF POLICE,2014,third_quarter,RET,"H.R. 1362/S. 1172, 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;","Bureau of Alcohol Tobacco Firearms & Explosives,HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE,White House Office",,55000,0,0,2014-10-15T14:15:39.210000-04:00
1587078,92c17201-38c2-4e36-ba63-55711853df9e,Q3,NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE,27467,NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE,2014,third_quarter,RET,"Consumer Price Index for Elderly Consumers.  H.R. 649, H.R. 1030, H.R. 1374, S. 308, S. 567, S. 1028, H.R. 3118:  provisions establishing a consumer price index of elderly consumers (CPI-E) for the computation of cost-of-living adjustments for Social Security benefits.

Chained CPI.  H. Con. Res. 34 and S. Con. Res. 15:  provision expressing the sense of the Congress that the chained CPI not be used to calculate Social Security cost-of-living adjustments.

Social Security Privatization.  (No bill.)  Proposals to convert Social Security to a system of private investment accounts.

Social Security Benefits.  (No bill.)  Proposals requiring progressive indexing, modifying cost-of-living adjustments, and increasing the Social Security retirement age.

Annual Social Security Statements.  (No bill.)  Efforts to ensure adherence to the requirement for the restoration of mailing  annual Social Security statements to all workers.

Social Security Payroll Tax Cap and Womens Social Security Improvements and Protections.  S. 308, S. 500, S. 567, H.R. 1029, H.R. 1374, H.R. 649, H.R. 3118, H.R. 5024:  provisions raising the amount of wages subject to payroll taxes and safeguarding and improving benefit equity for women, including improving survivor benefits; providing Social Security credits for caregiving; enhancing the special minimum benefit; equalizing rules for disabled and working widows; restoring student benefits; improving benefits for disabled children; strengthening the cost-of-living adjustments; increasing the basic benefit; and equalizing benefits for same-sex married couples.

Social Security Benefits.  H.R. 1374:  provisions to strengthen the Social Security special minimum benefit; to increase benefits after 20 years of eligibility; to reinstate the students benefit; and to increase the Social Security tax rate.

Social Security Equality. H.R. 3050, S. 2305, H.R. 4664, H.R. 5182:  proposals to require the Social Security Administration to recognize same-sex marriage for the purposes of survivor, retirement and other benefits.

Social Security Administration Commissioner Confirmation Hearing and Deputy Commissioner Appointment.  (No bill.)  Issues surrounding the leadership transition at the Social Security Administration.  

Social Security Commission.  H.R. 4786:  proposal to establish a commission that would develop policy options for restoring the Social Security program to solvency for the next 75 years, including fast-track authority for moving legislation recommending policy options through Congress.  

Defense of Marriage Act.  H.R. 1601, S. 2089:  proposals implementing the U.S. Supreme Courts decision in United States v. Windsor invalidating portions of the Defense of Marriage Act (P.L. 104-199) relating to marriage equality and eligibility for Social Security benefits.

Social Security Service Delivery.  S. 2742, H.R. 4964:  proposal directing the Social Security Administration to revise its policy regarding the manner in which it provides certain services to the public and to seniors.

Social Security Program Integrity. H.R. 4090, the Social Security Fraud and Error Prevention Act of 2014:  proposal to improve the Social Security Administrations ability to fight fraud, prevent errors and protect the Social Security Trust Funds.

Social Security Disability Insurance (SSDI).  (No bill.)  Proposals to strengthen SSDI and to ensure that funding is available to pay benefits both for current and future beneficiaries.

The Older Americans Act Amendments of 2013.  S. 1562:  provisions related to the 
reauthorization of the Older Americans Act.","Administration on Aging,Centers For Medicare and Medicaid Services (CMS),Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Natl Economic Council (NEC),Office of Management & Budget (OMB),President of the U.S.,SENATE,Social Security Administration (SSA),Treasury, Dept of,Vice President of the U.S.",,210000,0,0,2014-10-15T15:00:26.117000-04:00
1587153,d806dce7-059d-424e-bf06-60775b8f0d94,Q3,"K&L GATES, LLP",32098,"CHARLES SCHWAB & CO., INC.",2014,third_quarter,RET,Regulatory issues regarding fiduciary duties with respect to investment and retirement security.,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2014-10-15T15:20:41.250000-04:00
1587291,73335ee2-1683-4edd-a1de-ceb41c3c5848,Q3,EXELIS INC. (FORMERLY ITT CORPORATION),20287,EXELIS INC. (FORMERLY ITT CORPORATION),2014,third_quarter,RET,House and Senate bills including the unemployment insurance extension and the Highway Trust Fund reauthorization as they pertain to tax treatment of single payer defined benefit pension plans as well as premium increases for the Pension Benefit Guaranty Corporation.,"Air Force, Dept of,Army, Dept of (Other),Defense, Dept of (DOD),Director of National Intelligence (ODNI),Federal Aviation Administration (FAA),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Natl Aeronautics & Space Administration (NASA),Natl Geospatial Intelligence Agency,Natl Guard,Natl Oceanic & Atmospheric Administration (NOAA),Navy, Dept of,SENATE,State, Dept of (DOS),Treasury, Dept of,U.S. Marines",,330000,0,0,2014-10-15T15:51:11.307000-04:00
1587342,aa8bb2bf-c74a-432f-a91c-40412708b632,Q3,INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS,19753,INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS,2014,third_quarter,RET,"Efforts to undermine public pensions, including HR 1628, S.779, and S.1270
Pension cuts for federal employees","Agriculture, Dept of (USDA),Commerce, Dept of (DOC),Federal Aviation Administration (FAA),Federal Communications Commission (FCC),HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),Labor, Dept of (DOL),SENATE,White House Office",,96000,0,0,2014-10-15T16:00:04.077000-04:00
1587355,c2c21954-024f-4112-93f9-1a83809e557a,Q3,DAVIS & HARMAN LLP,11674,SPARK INSTITUTE,2014,third_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 disclosure of 401(k) plan fees.,SENATE,20000,,0,0,2014-10-15T16:00:24.200000-04:00
1587456,4eb1a153-aa2d-4e0e-be22-01d8f1be6944,Q3,"TRANSFORM SR HOLDINGS, LLC",58911,TRANSFORM SR HOLDINGS LLC,2014,third_quarter,RET,No bill number: matters relating to defined benefit pension plans including PBGC premiums of and funding stabilization.,"HOUSE OF REPRESENTATIVES,SENATE",,140000,0,0,2014-10-15T16:31:44.663000-04:00
1587470,1ff39d78-8afb-42f3-8a23-ef3fd64a846e,Q3,ALLIED PILOTS ASSOCIATION,40046359,ALLIED PILOTS ASSOCIATION,2014,third_quarter,RET,TAX AND PENSION PLAN ISSUES,"Federal Aviation Administration (FAA),HOUSE OF REPRESENTATIVES,SENATE,State, Dept of (DOS),Transportation, Dept of (DOT)",,115000,0,0,2014-10-15T16:39:46.917000-04:00
1587528,5c7ad5f9-b04f-4838-8161-b92b227239c3,Q3,NATIONAL EDUCATION ASSOCIATION,27731,NATIONAL EDUCATION ASSOCIATION,2014,third_quarter,RET,S.567 : Strengthening Social Security Act of 2013,"Agriculture, Dept of (USDA),Education, Dept of,Federal Communications Commission (FCC),HOUSE OF REPRESENTATIVES,SENATE,White House Office",,594394,0,0,2014-10-15T16:49:21.560000-04:00
1587574,57cc1252-5fd4-4dc4-a29f-f1c2aceb1447,Q3,MCGLOTTEN & JARVIS,24420,UNITED MINE WORKERS OF AMERICA,2014,third_quarter,RET,Issues related underfunded health and pension plans.,"HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2014-10-15T16:56:32.530000-04:00
1587661,50c78d96-f428-4e5f-a314-340bc78aea4c,Q3,DAVIS & HARMAN LLP,11674,LINCOLN NATIONAL CORPORATION,2014,third_quarter,RET,Comprehensive pension and retirement savings legislation. Proposals related to electronic disclosure of information. Proposals to consolidate retirement plan types.,"HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2014-10-15T17:23:13.700000-04:00
1587879,bd91a8d2-89ea-478d-a4d6-c59797205d66,Q3,"ALFRED W. CORS, JR",285277,RETIRESAFE,2014,third_quarter,RET,"Oppose the use of any version of a ""chained"" consumer price index (CPI) for the calculation of Social Security and military retiree benefit cost of living adjustments or COLAs.
Support the CPI for Seniors Act, H.R. 2154.","Agency for Healthcare Research & Quality (AHRQ),Centers For Medicare and Medicaid Services (CMS),Defense, Dept of (DOD),Federal Trade Commission (FTC),Food & Drug Administration (FDA),Government Accountability Office (GAO),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Natl Institutes of Health (NIH),President of the U.S.,SENATE",6682,,0,0,2014-10-15T22:12:30.717000-04:00
1587991,b41ed062-841a-456b-8227-df56468481c6,Q3,"CASSIDY & ASSOCIATES, INC.",8453,NCR VOYIX CORPORATION,2014,third_quarter,RET,"Preserving America's Transit and Highways Act (PATH Act), H.R.5021, provisions related to Pension Benefit Guaranty Corp., premiums","Commerce, Dept of (DOC),HOUSE OF REPRESENTATIVES,SENATE,State, Dept of (DOS),U.S. Trade Representative (USTR)",50000,,0,0,2014-10-16T08:46:22.527000-04:00
1588023,93af4b00-be79-41c9-9f18-6336a6ce1728,Q3,"LAWRENCE J. ROMANS & ASSOCIATES, LLC",61072,CHARLES SCHWAB & CO INC,2014,third_quarter,RET,Regulations on Money Market Funds; Department of Labor regulations on Fiduciary Duty for retirement plans,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2014-10-16T09:06:53.003000-04:00
1588046,cd676595-c235-49ad-8a89-c5ee061de54e,Q3,CLEVELAND-CLIFFS INC.,9487,CLEVELAND-CLIFFS INC,2014,third_quarter,RET,"H.R. 5021, The Highway Transportation and Funding Act of 2014, no specific title.  Urged lawmakers to consider including in H.R. 5021 a provision to shore up underfunded United Mine Workers of America (UMWA) pension funds.","HOUSE OF REPRESENTATIVES,SENATE",,80000,0,0,2014-10-16T09:18:56.117000-04:00
1588132,21081429-b121-42e2-ae5b-d9cdc49bf68e,Q3,NATIONAL ASSOCIATION FOR UNIFORMED SERVICES,26615,NATIONAL ASSOCIATION FOR UNIFORMED SERVICES,2014,third_quarter,RET,To protect the cost of living adjusted Social Security payments by ensuring that any major changes made would grandfather retirees and those near retirement; to improve the Medicare benefit and provide adequate reimbursement rates to health care professionals; establish a Consumer 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),HOUSE OF REPRESENTATIVES,SENATE,Veterans Affairs, Dept of (VA),White House Office",,24493,0,0,2014-10-16T09:48:10.843000-04:00
1588456,7da40053-4b56-4517-8345-7d44cf88e0dd,Q3,"THE NICKLES GROUP, LLC",293335,GENERAL MOTORS LLC,2014,third_quarter,RET,Issues related to Pension Benefit Guarantee Corporation premiums.,"HOUSE OF REPRESENTATIVES,SENATE",75000,,0,0,2014-10-16T11:14:05.297000-04:00
1588538,9755baf0-dd3b-42b6-9f29-e78b50e37561,Q3,"NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC.",26980,"NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC.",2014,third_quarter,RET,Social Security Fairness Act; Windfall Elimination Provision; Government Pension Offset; Pension Protection Act; IRS Rules for Retired Officers Healthcare; Pensions; Mandatory Social Security,"HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE,Treasury, Dept of",,40000,0,0,2014-10-16T11:29:25.143000-04:00
1588748,6bfc889d-ae90-45d5-9a43-619a56a1e3ba,Q3,AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS,2640,AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS,2014,third_quarter,RET,"Public Employee Pension Transparency Act, HR 1682/S 799; Appraisals of ESOPs, DOL Fiduciary Rule, S. 273/HR 2041; USA Retirement Funds Act, S. 1979","Agriculture, Dept of (USDA),Financial Crimes Enforcement Network (FinCEN),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),SENATE,Treasury, Dept of",1130000,,0,0,2014-10-16T12:17:50.053000-04:00
1588772,7a1a3b16-2d03-47e6-95a8-ebfef10ec43a,Q3,"WINGS GLOBAL PARTNERS L,L,C.",401103277,THE LIVINGSTON GROUP ON BEHALF OF US AIRLINE PILOTS ASSOCIATION,2014,third_quarter,RET,Pension concerns for age change issue within benifits supplied thru Pension Benefit Guaranty Corp,"Council of Economic Advisers (CEA),HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE,White House Office",30000,,0,0,2014-10-16T12:20:55.257000-04:00
1588822,b9fc7835-787b-4c67-9504-20eb565b27ea,Q3,"GENWORTH FINANCIAL, INC.",302118,"GENWORTH FINANCIAL, INC.",2014,third_quarter,RET,"The work of the Commission on Long Term Care created under teh American Taxpayer Relief Act
Fiscal Responsibility and Retirement Security Act
Medicaid Long Term Care Act
Definition of Fiduciary Proposed Rule","Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",,800000,0,0,2014-10-16T12:30:13.090000-04:00
1589383,b1f02913-feff-40d0-9613-01805b91dccd,Q3,"CROSSROADS STRATEGIES, LLC",400531586,AICPA ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS,2014,third_quarter,RET,"H.R.1682/S.799, Public Employee Pension Transparency Act; S.1979, USA Retirement Funds Act; retirement issues. 
H.R.2041/S.273, To modify the definition of fiduciary under the Employee Retirement Income Security Act of 1974 to exclude appraisers of employee stock ownership plans; issues related to appraisals of ESOPs, DOL Fiduciary Rule.","HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2014-10-16T14:25:08.987000-04:00
1589440,5b91c345-360d-48c4-a170-25406dd0da52,Q3,"CAVAROCCHI RUSCIO DENNIS ASSOCIATES, L.L.C.",8511,NATIONAL ASSOCIATION OF PUBLIC HEALTH STATISTICS AND INFORMATION SYSTEMS,2014,third_quarter,RET,"No Bill #, Social Security Administration Death Master file; electronic death registration systems, improper payments
S. 676 Identity Theft & Tax Fraud Prevention Act of 2013
HR 2720, Alexis Agin Identity Theft Protection Act of 2013","Centers For Disease Control & Prevention (CDC),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE,Social Security Administration (SSA)",20000,,0,0,2014-10-16T14:32:18.600000-04:00
1589525,33f27ec4-99f9-4e07-8a18-12686db3dd46,Q3,"NAVIGATORS GLOBAL LLC (FORMERLY DC NAVIGATORS, LLC)",85071,UNITED PARCEL SERVICE,2014,third_quarter,RET,Issues related to pension reform proposals.,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2014-10-16T14:40:44.183000-04:00
1589579,867340a0-67ae-4e02-a22d-a35864ff6014,Q3,AMERICAN BENEFITS COUNCIL,4675,AMERICAN BENEFITS COUNCIL,2014,third_quarter,RET,"Administration Proposed FY 2015 Budget
MyRA proposal 
Lifetime cap on retirement savings
Tax Incentives - limitation on itemized deductions and exclusions affecting retirement savingsDefined Benefit Plan Issues 
Pension funding stabilization
Mortality Tables 
De-Risking methods 
Preserving Americas Transit and Highways Act (PATH) of 2014  pension funding stabilization (Senate)
Highway and Transportation Funding Act  H.R. 5021 (House) 
PBGC premiums 
ERISA 4062(e) 
A bill to clarify the definition of substantial cessation of operations under ERISA Section 4062 (e)  S. 2511
Retirement Security Preservation Act  S. 2855
To amend the nondiscrimination provisions of the Internal Revenue Code of 1986 to protect older, longer service participants  H.R. 5381
Late retirement actuarial equivalence 
Pension Protection Act definition of liquidity shortfall 
Tax Extenders

Defined contribution plan issues 
Plan fees; Brokerage windows 
Investment advice to retirement plan participants, DOL definition of fiduciary 
Roth 401(k)s and Roth IRAs 
Electronic disclosure of retirement plan information, fees and distribution notices to participants
Tax Reform Act of 2014  comprehensive tax reform discussion draft  proposed changes to employee benefits tax policy
Secure Annuities for Employee (SAFE) Retirement Act of 2013  S. 1270 
Lifetime Income Disclosure Act  S. 1145/H.R. 2171
Retirement Security Act of 2014  S. 1970/H.R. 4376
The Universal, Secure, and Adaptable (USA) Retirement Funds Act  S. 1979 
21st Century Worker Tax Cut Act  S. 2162  162 m, (executive compensation)
Achieving a Better Life Experience (ABLE) Act of 2013  S. 313/H.R. 647
Tax Extenders 

Other Issues 
Hybrid retirement plans Treasury Department finalization of proposed regulations & legislation
Executive compensation  pay for performance, timing of taxation, substantial risk of forfeiture, Internal Revenue Code Sec. 409A, sec. 953(b) of Dodd-Frank (pay ratio provision)
Derivatives issues (Dodd-Frank impact on retirement plan investments) 
Financial Accounting Standards Board (FASB) accounting rules for pensions and other post-employment benefits
Foreign Account Taxpayer Compliance Act (FATCA)  exemption for foreign retirement plans
Puerto Rico retirement plan regulation 
Regulation of Money Market Funds
Multiemployer pension plan issues 
ESOP dividend deduction
Disability plan automatic enrollment 
Inherited retirement plans including IRAs and tax treatment
Defense of Marriage Act (DOMA), U.S. Supreme Court case  regulatory implementation issues related to retirement plan administration","Centers For Medicare and Medicaid Services (CMS),Equal Employment Opportunity Commission (EEOC),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,421945,0,0,2014-10-16T14:49:43.157000-04:00
1589587,06d882a6-89d0-451d-9c84-b0a5a6d54519,Q3,NELSON MULLINS RILEY & SCARBOROUGH,285871,SHAREDLIVES,2014,third_quarter,RET,Foreign exchange students,"HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2014-10-16T14:52:08.297000-04:00
1589873,c552672f-5133-410f-98ad-f903e97b685f,Q3,FINANCIAL EXECUTIVES INTERNATIONAL,14520,FINANCIAL EXECUTIVES INTERNATIONAL,2014,third_quarter,RET,Retirement plans in tax reform debate; Pension Benefits Guaranty Corporation premium increase; Nondiscrimination testing in pension plans; Preserving the tax treatment of retirement savings; Multiemployer defined benefit pension plan reform; ERISA Sec.4062(e) enforcement; Pension funding stabilization,"Commodity Futures Trading Commission (CFTC),Defense, Dept of (DOD),Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,109613,0,0,2014-10-16T15:44:41.173000-04:00
1589946,c12b7193-b345-4346-8501-6efc196e43b3,Q3,LEADINGAGE (FKA AMER. ASSOC. OF HOMES AND SERVICES FOR THE AGING),1604,LEADINGAGE (FKA AMER ASSOC OF HOMES AND SERVICES FOR THE AGING),2014,third_quarter,RET,Support S 1562/HR 4122 to reauthorize the Older Americans Act,"HOUSE OF REPRESENTATIVES,SENATE",,36656,0,0,2014-10-16T15:57:04.223000-04:00
1590013,16c4ac35-03c2-41a6-b121-c7e5e0651ff3,Q3,MR. DONALD KANIEWSKI,322693,LABORERS INTERNATIONAL UNION OF NORTH AMERICA,2014,third_quarter,RET,Lobbied in support of reforming multi-employer pension plans.,"HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT)",45000,,0,0,2014-10-16T16:10:24.320000-04:00
1590160,d90dd4f8-cf4e-4e84-9c70-1f267a4cd947,3A,LEADINGAGE (FKA AMER. ASSOC. OF HOMES AND SERVICES FOR THE AGING),1604,LEADINGAGE (FKA AMER ASSOC OF HOMES AND SERVICES FOR THE AGING),2014,third_quarter,RET,Support S 1562/HR 4122 to reauthorize the Older Americans Act,"HOUSE OF REPRESENTATIVES,SENATE",,36656,0,0,2014-10-16T16:32:03.547000-04:00
1590381,09567614-2674-479c-91e2-1464717a14b8,3A,LEADINGAGE (FKA AMER. ASSOC. OF HOMES AND SERVICES FOR THE AGING),1604,LEADINGAGE (FKA AMER ASSOC OF HOMES AND SERVICES FOR THE AGING),2014,third_quarter,RET,Support S 1562/HR 4122 to reauthorize the Older Americans Act,"HOUSE OF REPRESENTATIVES,SENATE",,36656,0,0,2014-10-16T17:07:48.707000-04:00
1590706,e8d92926-c057-46a3-b38d-3b9a8901bf58,Q3,INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS,19775,INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS,2014,third_quarter,RET,"Multiemployer Pension Reform (No Bill Number)
Support PBGC Funding (No Bill Number)
Endorse Re-nomination of Walter Barrows to serve as Labor Member on Railroad Retirement Board (No Bill Number)","Air Force, Dept of,Federal Communications Commission (FCC),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE,Transportation, Dept of (DOT)",,400000,0,0,2014-10-16T18:26:31.470000-04:00
1590769,4e708726-3c70-40ad-9f56-d40d60762720,Q3,COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES,40015118,COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES,2014,third_quarter,RET,"Oppose changes to ERISA and mandating retiree health benefits;  support follow up temporary provisions to help employers responsibly address the financial crisis impacting pension funds; support preserving and enhancing the voluntary, flexible employer-provided retirement system and the tax incentives that support it; Section 530 of the Revenue Act of 1978; and support for H.R. 4719, the Fighting Hunger Incentive Act of 2014 which contained H.R. 4619, a bill to permanently extend theIndividual Retirement Account (IRA) Charitable Rollover.","Education, Dept of,Equal Employment Opportunity Commission (EEOC),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Natl Labor Relations Board (NLRB),SENATE,Small Business Administration (SBA),Treasury, Dept of,White House Office",,60000,0,0,2014-10-16T19:56:52.643000-04:00
1590808,bd1e5cf0-1232-4fa8-a64b-5f785d8c6053,Q3,"CROSSROADS STRATEGIES, LLC",400531586,"NEXTERA ENERGY RESOURCES, LLC",2014,third_quarter,RET,401k funding issues,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2014-10-16T21:16:00.943000-04:00
1591126,c484696c-2c59-4925-82e1-963cb1b79c6a,Q3,AIR LINE PILOTS ASSOCIATION,580,AIR LINE PILOTS ASSOCIATION,2014,third_quarter,RET,Pilot Pension Issues.,"Defense, Dept of (DOD),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT)",,490000,0,0,2014-10-17T08:59:13.573000-04:00
1591184,74bb40f1-a20c-489f-9a13-4bf17cf6c4d5,Q3,COVINGTON & BURLING LLP,11195,"JOHN HANCOCK LIFE INSURANCE COMPANY (USA) (FKA JOHN HANCOCK FIN. SERVICES, INC.)",2014,third_quarter,RET,Retirement plan fee disclosure; fiduciary definition,"HOUSE OF REPRESENTATIVES,SENATE",70000,,0,0,2014-10-17T09:24:44.303000-04:00
1591187,ec5ce7ed-b9b6-4b34-9701-21d0b15370af,Q3,COVINGTON & BURLING LLP,11195,UNISYS CORPORATION,2014,third_quarter,RET,Pension issues.,"HOUSE OF REPRESENTATIVES,SENATE",70000,,0,0,2014-10-17T09:26:45.380000-04:00
1591270,2a7e5fee-e7c4-42b7-948f-bc203c8a83fa,Q3,AMERICAN ACADEMY OF ACTUARIES,1318,AMERICAN ACADEMY OF ACTUARIES,2014,third_quarter,RET,Aging issues; Social Security long-term solvency and financing; lifetime income issues; multiple employer pension plans; issues related to raising revenues by changing private sector pension law to offset unrelated spending increases--Highway and Transportation Funding Act of 2014 (Public Law 113-159; HR 5021),"Centers For Medicare and Medicaid Services (CMS),Government Accountability Office (GAO),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of,White House Office",,20000,0,0,2014-10-17T09:50:15.543000-04:00
1591498,d90cbe4c-5131-4da3-abd9-723e680f667b,Q3,"WILLIAMS AND JENSEN, PLLC",41454,VERSO CORPORATION (FORMERLY KNOWN AS NEWPAGE CORPORATION),2014,third_quarter,RET,Defined benefit legislation,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2014-10-17T10:29:41.387000-04:00
1591669,78e76fea-0f6a-4c6d-be54-75e9a0c392be,Q3,DAVIS & HARMAN LLP,11674,BROKER/DEALER COORDINATION GROUP,2014,third_quarter,RET,"Issues related to the effect of the Department of Labor's fiduciary definition regulation on broker/dealers and their customers and coordination of such regulation with possible SEC action on broker/dealer standard of care.  S. 1270, SAFE Retirement Act.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of,White House Office",40000,,0,0,2014-10-17T10:58:16.160000-04:00
1591688,4655a9df-dfbf-4760-a139-6ff48a2b679d,Q3,DAVIS & HARMAN LLP,11674,EDWARD JONES INVESTMENTS,2014,third_quarter,RET,Issues related to the definition of fiduciary.,SENATE,20000,,0,0,2014-10-17T10:59:22.083000-04:00
1591698,f5d0bf38-740c-4a3c-8b51-f9349f140d89,Q3,DAVIS & HARMAN LLP,11674,NATIONAL RURAL ELECTRIC COOPERATIVE ASSN,2014,third_quarter,RET,"Normal retirement age proposals, including Preserving America's Transit and Highways Act. Proposals related to increased PBGC premiums.  Proposals related to plan funding.  Proposals to facilitate new growth of pension plans.  Proposals to reform the multiple employer plan rules. S. 1270, SAFE Retirement Act. H.R. 5381, to preserve the nondiscrimination provisions to protect older, longer service participants. S. 2855, Retirment Security Preservation Act.","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2014-10-17T11:00:24.490000-04:00
1591779,c9d95554-fbf4-4daa-aa74-1aa3ebcb9b80,Q3,"BALCH & BINGHAM, LLP",5197,WESTROCK (FORMERLY ROCKTENN),2014,third_quarter,RET,PBGC Reform; Non-discrimination testing; retirees pension funding,"Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE,White House Office",40000,,0,0,2014-10-17T11:11:31.213000-04:00
1591879,02632808-4399-4921-9596-18efe0c88eb2,Q3,THE KROGER CO.,88212,KROGER CO,2014,third_quarter,RET,Discussions related to multi-employer pension legislation.,"HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE",,90000,0,0,2014-10-17T11:21:08.127000-04:00
1591976,15156d3d-36b2-4a67-b539-012a350b6fce,Q3,"BUILDING AND CONSTRUCTION TRADES DEPT., AFL-CIO",7383,BUILDING AND CONSTRUCTION TRADES DEPT AFL-CIO,2014,third_quarter,RET,Multi-Employer Pension Relief Proposal - Lobbied to promote and identify effective ways to ensure retirement security for workers through multi-employer pension plans. No bill.,"Energy, Dept of,HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,White House Office",,280000,0,0,2014-10-17T11:33:10.980000-04:00
1592023,6e1f0fe2-9162-444a-baf9-b05479052a8f,Q3,"INT'L. ASSOCIATION OF BRIDGE, STRUCTURAL, ORNAMENTAL & REINFORCING IRON WORKERS",19720,INT'L ASSOCIATION OF BRIDGE STRUCTURAL ORNAMENTAL & REINFORCING IRON WORKERS,2014,third_quarter,RET,Solutions Not Bailouts - Pension Reform,"HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),SENATE",,60000,0,0,2014-10-17T11:39:41.223000-04:00
1592113,e3d5537c-5ac9-49ff-91d8-14a4bf5632db,Q3,AMERICAN BANKERS ASSOCIATION,1785,AMERICAN BANKERS ASSOCIATION,2014,third_quarter,RET,"See addendum.S. 1270, SAFE Pension Act of 2013","Federal Reserve System,HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",,2560000,0,0,2014-10-17T11:51:10.790000-04:00
1592766,47113df0-7220-466f-9280-fc5185d8839f,Q3,"WILLIAMS AND JENSEN, PLLC",41454,TRANSAMERICA COMPANIES (FORMLY AEGON),2014,third_quarter,RET,Legislation impacting retirement plans,"HOUSE OF REPRESENTATIVES,SENATE",110000,,0,0,2014-10-17T13:11:56.403000-04:00
1592807,3c067961-571b-4a2a-bab6-2bf403811d45,Q3,"WILLIAMS AND JENSEN, PLLC",41454,ARCH COAL,2014,third_quarter,RET,"H.R. 980, S. 468,  H.R. 2627.  Pension and health care issues impacting coal industry.","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2014-10-17T13:17:08.547000-04:00
1592989,c88af9b3-bc9d-49b1-906d-73c6da0c924f,Q3,CAPITOL STRATEGIES PARTNERS LLC,401103217,SSA MARINE,2014,third_quarter,RET,Issues related to multi-employer pension programs.,"HOUSE OF REPRESENTATIVES,SENATE,U.S. Trade Representative (USTR)",30000,,0,0,2014-10-17T13:37:30.503000-04:00
1593117,37086f6b-7d18-464d-8aca-ae19fa887b2a,Q3,ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG),57475,PRUDENTIAL INSURANCE COMPANY OF AMERICA,2014,third_quarter,RET,"Misc. pension, retirement and savings issues.","HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2014-10-17T13:49:28.570000-04:00
1593263,7c713d8c-1da1-40e4-9310-54f9f9a3d530,Q3,AMERICAN COUNCIL OF LIFE INSURERS,2115,AMERICAN COUNCIL OF LIFE INSURERS,2014,third_quarter,RET,"S. Con. Res. 12: Resolution on Retirement Savings Incentives. Issue: retirement security. 

H.R. 837: Savings for American Families' Future Act of 2013. Issue: retirement security.

S. 606 - Shrinking Emergency Account Losses Act. Issue: limits borrowing from 401(k) plan.  

H.R. 2035: Automatic IRA Act of 2013. Issue: retirement security

H.R. 2117: Retirement Plan Simplification and Enhancement Act of 2013. Issue: retirement security

H.R. 837: Saving for American Families Future Act of 2013. Issue: Savers credit enhancement

S. 1145/H.R. 2171: Lifetime Income Disclosure Act. Issue: lifetime income illustration

S. 1270: Secure Annuities for Employee (SAFE) Act. Issue: retirement security

S.1979: Universal, Secure, Adaptable Retirement Funds Act.  Issue: retirement security

H.R. 2171: Retirement Security Act of 2014. Issue: retirement security 

H.R. 5576, the USAccounts: Investing in Americas Future Act of 2014, Kid Save accounts.

No bill number: Preserving Americas Transit & Highways Act of 2014, - tracking the stretch IRA provision in it. 

H.R. 5263-The Living Donor Protection Act, Issue: Underwriting for long-term care

H.R. 3590-The Patient Protection and Affordable Care Act, Issue: Assessments under state-based insurance exchanges.","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2014-10-17T14:03:30.717000-04:00
1593281,3d166b7f-aa11-4e2c-989e-77305a88d838,Q3,NCR VOYIX CORPORATION (FKA NCR CORPORATION),28925,NCR VOYIX CORPORATION (FKA NCR CORPORATION),2014,third_quarter,RET,"H.R. 5021 Preserving American Transit and Highway Acy (PATH Act), provisions related to Pension Guarantee Corporation premiums","Commerce, Dept of (DOC),HOUSE OF REPRESENTATIVES,SENATE,State, Dept of (DOS),U.S. Trade Representative (USTR)",,70000,0,0,2014-10-17T14:06:09.593000-04:00
1593284,05e39a83-2332-43cc-93ab-132f6b423049,Q3,ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG),57475,SECURITIES INDUSTRY & FINANCIAL MARKETS ASSN.,2014,third_quarter,RET,"Administration proposals relating to new fiduciary standards, miscellaneous retirement and pension proposals in the context of tax reform drafts, and issues relating to the ABLE Act; HR 647 and S 313.","HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",60000,,0,0,2014-10-17T14:06:10.483000-04:00
1593386,38bf965b-835c-454a-95b4-158e514ffb9b,Q3,"WILLIAMS AND JENSEN, PLLC",41454,AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY,2014,third_quarter,RET,Benefit distribution in the form of annuities,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",30000,,0,0,2014-10-17T14:18:33.940000-04:00
1593420,1168ca96-2f27-4263-bdc2-157090d108df,Q3,"CAPITOL HILL STRATEGIES,  LLC",91774,FMR LLC,2014,third_quarter,RET,Issues related to proposed Department of Labor regulations on investment advice.,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2014-10-17T14:22:42.690000-04:00
1593460,adf18c92-171e-4fbc-9875-3abe8fc152b8,Q3,"CAPITOL HILL STRATEGIES,  LLC",91774,INVESTMENT COMPANY INSTITUTE,2014,third_quarter,RET,"Issues related to proposed Department of Labor regulations on investment advice.
Legislation to enhance retirement plan options.","HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2014-10-17T14:25:54.300000-04:00
1593551,f42f5841-5629-4281-b394-186fc30caf50,Q3,ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG),57475,"METLIFE GROUP, INC.",2014,third_quarter,RET,"General retirement issues, including Stretch IRA.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of,White House Office",60000,,0,0,2014-10-17T14:31:08.960000-04:00
1593658,21119c72-1ee9-438e-add6-df4f5533b71d,Q3,"CAPITOL HILL STRATEGIES,  LLC",91774,PRUDENTIAL FINANCIAL INC,2014,third_quarter,RET,Legislation to enhance retirement plan options.,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2014-10-17T14:38:38.227000-04:00
1593672,c30c2af6-3819-43f2-8d6c-1f95861cfaba,Q3,DILWORTH PAXSON LLP,60936,NATIONAL COORDINATING COMMITTEE FOR MULTI-EMPLOYER PLANS,2014,third_quarter,RET,Multi-employer pension plan relief,"Labor, Dept of (DOL),Office of Management & Budget (OMB),White House Office",20000,,0,0,2014-10-17T14:39:54.040000-04:00
1593973,4e094c67-e740-4de5-bff3-d77416b7e1f4,Q3,NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA),28515,NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA),2014,third_quarter,RET,"H.R. 5021: Highway and Transportation Funding Act of 2014
Amendments related to pension issues, normal retirement age.Draft bills on pension reform  rules for multiple-employer pension plans, definitions for normal retirement age, and not-for-profit tax treatment provisions.

Amendments to Preserving America's Transit and Highways (PATH) Act related to pension issues, normal retirement age.","HOUSE OF REPRESENTATIVES,SENATE",,610000,0,0,2014-10-17T14:58:28.530000-04:00
1594100,2aedd5a6-99f1-49d8-a536-15f4c41e4877,Q3,AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES,3481,AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES,2014,third_quarter,RET,"Please see next page for all issues and legislation in one place!S. Con. Res. 12: Retirement Tax Incentives Resolution
S. 606: Shrinking Emergency Account Losses (SEAL) Act
S. 952: Church Plan Clarification Act of 2013
S. 1145: Lifetime Income Disclosure Act
S. 1270: SAFE Retirement Act of 2013
S. 1302: Cooperative and Small Employer Charity Pension Flexibility Act of 2013
S. 1979: USA Retirement Funds Act (Harkin)
S 2511, Harkin and Alexander. No Act name, but it clarifies the definition of cessation of operations under ERISA

H.R. 837: Savings for American Families Future Act
H.R. 2035: Automatic IRA Act of 2013
H.R. 2117: Retirement Plan Simplification and Enhancement Act of 2013
H.R. 2171: Lifetime Income Disclosure Act
H.R. 2374: Retail Investor Protection Act (Wagner)
H.R. 4275: Cooperative and Small Employer Charity Pension Flexibility Act","HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE",,362503,0,0,2014-10-17T15:07:59.830000-04:00
1594192,0ca2a28a-e66d-4a6d-81bf-e282084579c2,Q3,"WEBSTER, CHAMBERLAIN & BEAN, LLP",40830,NATIONAL ORGANIZATION OF SOCIAL SECURITY CLAIMANTS' REPRESENTATIVES,2014,third_quarter,RET,Social Security issues,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2014-10-17T15:13:34.130000-04:00