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
2503783,265fd270-33b1-4890-b693-471d4faf4f8f,Q3,GIRL SCOUTS OF THE U.S.A.,16236,GIRL SCOUTS OF THE U.S.A.,2020,third_quarter,RET,"oH.R.6800-Health and Economic Recovery Omnibus Emergency Solutions Act, provisions related to pension","HOUSE OF REPRESENTATIVES,SENATE",,37342,0,0,2020-10-04T19:28:38.470000-04:00
2503948,113afd66-336f-4b7a-af82-c7f361ae2017,Q3,"INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO",50400,INTERNATIONAL UNION OF POLICE ASSOCIATIONS AFL-CIO,2020,third_quarter,RET,"HR 1156, S 521, HR 1210, HR 4527","HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE",,20000,0,0,2020-10-05T12:31:48.010000-04:00
2503957,fcf17f78-c281-49f2-828a-f3d830fb487b,Q3,MWR CONSULTING,401104301,"HOLLISTER, INC.",2020,third_quarter,RET,Employee Retirement Income Security Act,"Centers For Medicare and Medicaid Services (CMS),HOUSE OF REPRESENTATIVES,SENATE",25000,,0,0,2020-10-05T12:42:49.600000-04:00
2504031,5e4e9332-eb97-4ad9-ae1a-b43b15cb2291,Q3,"NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION, INC.",27742,"NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION, INC.",2020,third_quarter,RET,"Pension Reform
Multiemployer Pension Reform
The Giving Retirement Options for Workers Act
The Butch Lewis Act","HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE",,210000,0,0,2020-10-05T14:44:20.610000-04:00
2504344,ba7ada8e-d471-4c56-b359-027437a49d44,Q3,NATIONAL ASSOCIATION OF POSTAL SUPERVISORS,401075023,NATIONAL ASSOCIATION OF POSTAL SUPERVISORS,2020,third_quarter,RET,"H.R. 1254 -- the Equal COLA Act, legislation to provide the same cost-of-living adjustment for Social Security, Civil Service Retirement System and Federal Employee Retirement System annuitants
H.R. 141 & S. 521 -- the Social Security Fairness Act, legislation to repeal the Government pension offset and windfall elimination provisions.
H.R. 2478 -- legislation to provide retirement credit for certain federal employees who held temporary positions 
H.R. 3934 -- legislation to modify the Social Security windfall elimination provision formula","HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),Office of Personnel Management (OPM),Postal Regulatory Commission,SENATE,Treasury, Dept of,U.S. Postal Service (USPS)",,15000,0,0,2020-10-06T14:01:08.780000-04:00
2504389,b33a9fb0-8eb5-48ed-b14e-b9c6ba2ce3c1,Q3,FLEET RESERVE ASSOCIATION,14781,FLEET RESERVE ASSOCIATION,2020,third_quarter,RET,"HR 5995/S.3393/HR303/HR 333/S.208,concurrent receipt; HR553, Military surviving spouse; HR464, DIC for totally disabled; S.1370/HR2481, Gold Star family Tax relief; HR 6395/S.4049, NDAA","Defense, Dept of (DOD),HOUSE OF REPRESENTATIVES,SENATE,Veterans Affairs, Dept of (VA)",,120000,0,0,2020-10-06T15:03:25.417000-04:00
2504418,64a32c27-e958-4323-adf7-821fdc51571b,Q3,"RUTLEDGE POLICY GROUP, LLC",401105775,NORTON ROSE FULBRIGHT US LLP,2020,third_quarter,RET,Single-Employer Defined Benefit Pension Plan Funding,"HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2020-10-06T16:10:43.303000-04:00
2504479,a403288e-a52a-4925-800d-e28495ebb24c,Q3,THORSEN FRENCH ADVOCACY LLC,400599826,DIRECTORS GUILD OF AMERICA,2020,third_quarter,RET,Multi-employer Pension Reform.,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2020-10-06T17:51:09.967000-04:00
2504486,b8abcfd2-5939-41f7-8a3b-fff96cc974f6,Q3,THORSEN FRENCH ADVOCACY LLC,400599826,INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES,2020,third_quarter,RET,Multi-employer pension reform.,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2020-10-06T17:53:12.410000-04:00
2504516,de6c5ca9-27f5-456b-83a3-3034bb77575c,Q3,ALYSON PARKER,401104026,NATIONAL RETIREE LEGISLATIVE NETWORK,2020,third_quarter,RET,"RECOUPMENT
SECTION 420 TRANSFERS",,15000,,0,0,2020-10-06T20:20:32.823000-04:00
2504731,3215600d-d4de-4d8c-8f39-d8abfba749e5,Q3,"MERCURY PUBLIC AFFAIRS, LLC",70175,"PRIMERICA, INC.",2020,third_quarter,RET,"Department of Labor final rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); H.R. 1090, the Retail Investor Protection Act, provisions relating to the Department of Labor coordinating retail customer standards of conduct with the Securities and Exchange Commission to minimize regulatory conflicts; H.R. 4293, the Affordable Retirement Advice Protection Act; H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support Act.","HOUSE OF REPRESENTATIVES,Office of Administration,SENATE",30000,,0,0,2020-10-07T15:07:52.430000-04:00
2504788,39dc7a2e-5622-4b73-9402-313038c8c0d2,Q3,"FORSCEY, PLLC",52880,"WRITERS GUILD OF AMERICA, WEST",2020,third_quarter,RET,"Work H.R.397, Rehabilitation for Multiemployer Pensions Act and in support of proposals to provide a loan program for certain distressed multi-employer plans; reform the MEPRA of 2014 and the funding of the Pension Benefit Guarantee Corporation (PBGC) and the funding of multi-employer pension plans generally.

Work on HR 6800, the HEROS Act in support of inclusion of Butch Lewis Act or similar multiemployer pension reform legislation that would provide funding to PBGC to finance the partition of certain Multiemployer Pensions Plans and to permit the amortization by such plans of losses incurred during 2020 and 2021.","Federal Communications Commission (FCC),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE",30000,,0,0,2020-10-07T16:07:21.487000-04:00
2505086,1970d707-adb4-4b85-aae6-9d39662cea81,Q3,"NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC.",26980,"NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC.",2020,third_quarter,RET,Social Security Fairness Act; repeal of the Government Pension Offset and the Windfall Elimination Provision; protecting and preserving public pension plans; First Responder Fair RETIRE Act,"Bureau of Justice Assistance,HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Office of Justice Program,SENATE,White House Office",,40000,0,0,2020-10-08T13:07:22.337000-04:00
2505161,7f21f2ce-2d5b-4dca-bbf2-43714ef4c7c2,Q3,UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA,39063,UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA,2020,third_quarter,RET,"H.R. 6800, the ""Health and Economic Recovery Omnibus Emergency Solutions Act or the HEROES Act"", a bill that responds to the COVID-19 outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. Division D, Title I - Relief for Multiemployer Pension Plans; Division N - Giving Retirement Options to Workers Act.","HOUSE OF REPRESENTATIVES,SENATE",,160000,0,0,2020-10-08T15:27:20.417000-04:00
2505257,d3bd8dee-0a60-4301-b1bf-b8955d8c0dcd,Q3,SIFF & ASSOCIATES PLLC,400665998,"CENTER FOR CAPITAL MARKETS COMPETITIVENESS, U.S. CHAMBER OF COMMERCE",2020,third_quarter,RET,"Department of Labor proposed class exemption regarding ""Improving Investment Advice for Workers and Retirees"" (85 Fed. Reg. 40834, July 7, 2020).  Department of Labor proposed rule regarding ""Financial Factors in Selecting Plan Investments"" (85 Fed. Reg. 39113, June 30, 2020).","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,White House Office",10000,,0,0,2020-10-08T17:04:11.550000-04:00
2505258,b3245d9c-5875-46e1-9096-66fe167e510f,Q3,SIFF & ASSOCIATES PLLC,400665998,UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA,2020,third_quarter,RET,"H.R. 6800, the ""Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act,"" legislation making emergency supplemental appropriations for the fiscal year ending September 30, 2020; Division D and Division N concerning reform of multiemployer defined benefit pension plans.  H.R. 8406,  the ""Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act,"" legislation making emergency supplemental appropriations for the fiscal year ending September 30, 2020; Division G, Title I and Division H concerning reform of multiemployer defined benefit pension plans.  Senate proposals for comprehensive reform of the multiemployer defined benefit pension system and the need to increase the Pension Benefit Guaranty Corporation's authority to partition plans in critical and declining status and to authorize composite plans (no bill introduced).","HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE,White House Office",20000,,0,0,2020-10-08T17:05:12.607000-04:00
2505261,879acade-5042-4e18-82ca-d9f2787a6cbd,Q3,SIFF & ASSOCIATES PLLC,400665998,FMR LLC,2020,third_quarter,RET,"Department of Labor proposed rule regarding ""Financial Factors in Selecting Plan Investments"" (85 Fed. Reg. 39113, June 30, 2020).  Department of Labor proposed class exemption regarding ""Improving Investment Advice for Workers and Retirees"" (85 Fed. Reg. 40834, July 7, 2020).  Department of Labor proposed rule regarding ""Fiduciary Duties Regarding Proxy Voting and Shareholder Rights"" (85 Fed. Reg. 55219, September 4, 2020).  Department of Labor interim final rule regarding ""Pension Benefit Statements-Lifetime Income Illustrations"" (85 Fed. Reg. 59132, September 18, 2020).","Labor, Dept of (DOL)",50000,,0,0,2020-10-08T17:06:13.690000-04:00
2505271,4504c4b6-8cd9-4dfa-8d26-41f2c61eb0b9,Q3,SIFF & ASSOCIATES PLLC,400665998,SIGNATORY WALL AND CEILING CONTRACTORS ALLIANCE,2020,third_quarter,RET,"Department of Labor proposed rule regarding ""Financial Factors in Selecting Plan Investments"" (85 Fed. Reg. 39113, June 30, 2020).  H.R. 6800, the ""Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act,"" legislation making emergency supplemental appropriations for the fiscal year ending September 30, 2020; Division D (""Retirement Provisions"") and Division N (""Giving Retirement Options to Workers Act"").  H.R. 8406, the ""Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act,"" legislation making emergency supplemental appropriations for the fiscal year ending September 30, 2021; Division G (""Retirement Provisions""), Title I (""Relief for Multiemployer Pension Plans"") and Division H (""Giving Retirement Options to Workers Act"").  Legislative proposals to authorize composite multiemployer pension plans as a means to provide a secure, sustainable retirement for workers while ensuring the viability of sponsoring employers (no bill introduced).  General education concerning the need to include composite plans in any future COVID-19 relief bill.  General education concerning proposals for comprehensive reform of the defined benefit, multiemployer pension system and the importance of authorizing new plan designs as part of any such comprehensive reform.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Small Business Administration (SBA),Treasury, Dept of,White House Office",50000,,0,0,2020-10-08T17:07:17.247000-04:00
2505521,d50f5e38-0633-44b5-9936-dd3150b828a3,Q3,"MORGAN, LEWIS & BOCKIUS, LLP",25818,ROAD CARRIERS LOCAL 707 WELFARE AND PENSION FUNDS,2020,third_quarter,RET,Issues relating to Multiemployer Pension Plans,"HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2020-10-09T11:23:30.317000-04:00
2505525,23b95282-7e50-42bf-89a2-bac323186555,Q3,"MORGAN, LEWIS & BOCKIUS, LLP",25818,NEW YORK STATE TEAMSTERS CONFERENCE PENSION AND RETIREMENT FUND,2020,third_quarter,RET,Issues relating to Multiemployer Pension Plans,"HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2020-10-09T11:26:35.097000-04:00
2505741,f912b201-091c-4903-a2a8-b6fd6c4c8df0,Q3,"HALLMARK CARDS, INC",401041931,"HALLMARK CARDS, INC",2020,third_quarter,RET,"CARES 4+ - Stabilize single-employer defined benefit pension funding obligations by stabilizing interest rates to adjust current interest rates to be closer to historical norms and by allowing employers to pay for long-term liabilities, including those attributable to COVID, over 15 years instead of seven years.
HEROES ACT- same as above.","HOUSE OF REPRESENTATIVES,SENATE,U.S. Postal Service (USPS)",,50000,0,0,2020-10-09T14:16:38.530000-04:00
2505977,baa07cd0-eb60-46bd-8e8e-540056c84ca3,Q3,HOLLAND & KNIGHT LLP,18466,"CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.",2020,third_quarter,RET,Educating Members of Congress and staff on the Department of Labor's Conflict of Interest Rule.,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2020-10-11T14:27:41.773000-04:00
2506067,af457266-021a-4536-b588-95f115cc7243,Q3,NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS,26901,NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS,2020,third_quarter,RET,"Issues related to IRA and pension reform.  Issues related to investment advice made in connection with retirement products.  Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.","Centers For Medicare and Medicaid Services (CMS),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,529424,0,0,2020-10-12T11:08:49.853000-04:00
2506079,0324c979-db71-43a7-8ae4-84f2f9ce2213,Q3,INTERNATIONAL FEDERATION OF PROFESSIONAL AND TECHNICAL ENGINEERS (IFPTE),19968,INTERNATIONAL FEDERATION OF PROFESSIONAL AND TECHNICAL ENGINEERS (IFPTE),2020,third_quarter,RET,"Social Security 2100 Act
Social Security disability adjudicatory process
ALJ judicial independance
ALJ competitive service restoration act
Social Security payroll tax deferral","HOUSE OF REPRESENTATIVES,SENATE",,55000,0,0,2020-10-12T11:26:58.173000-04:00
2506158,732b0f21-a7dd-4225-b206-b0c344caf5e5,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,2020,third_quarter,RET,"Monitor the SEC's proposed Regulation Best Interest.

Lobby in favor of H.R. 6994/S. 3795, the Registered Index Linked Annuity Act

H.R. 1997, the Setting Every Community up for Retirement Act. Issue: retirement security reforms

H.R. 1439, the Increasing Access to a Secure Retirement Act Issue: Provides a fiduciary safe harbor to the selection of an annuity provider.","Commodity Futures Trading Commission (CFTC),HOUSE OF REPRESENTATIVES,Risk Management Agency,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,580000,0,0,2020-10-12T13:31:58.627000-04:00
2506163,de1bc041-17da-4ad3-8aea-34ee5ffe616b,Q3,MR. MARK REY,400454181,NATIONAL OLDER WORKERS CAREER CENTER,2020,third_quarter,RET,Assisting retired federal workers secure new employment opportunities,"HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),SENATE,U.S. Forest Service",6000,,0,0,2020-10-12T13:37:02.947000-04:00
2506234,bf072062-5766-4819-8605-1dd49ce0da70,Q3,TREA SENIOR CITIZENS LEAGUE,38426,TREA SENIOR CITIZENS LEAGUE,2020,third_quarter,RET,"Social Security Cost of Living Adjustment: H.R. 2302, H.R. 1553, H.R. 46 and H.R. 2787. Social Security Reform: S. 521 and H.R. 1170 and S. 478 and S. 269 and H.R. 860, WEP/GPO: H.R. 141, Notch:H.R. 4570.","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2020-10-12T14:49:36.120000-04:00
2506351,5068952c-51a4-4f32-b483-09b78b1d7cc0,Q3,RICH FEUER ANDERSON,84775,BLACKROCK FUNDS SERVICES GROUP LLC (FORMERLY BLACKROCK CAPITAL MANAGEMENT INC.),2020,third_quarter,RET,"Issues related to retirement security and savings, including retirement income products, and retirement income disclosures.","HOUSE OF REPRESENTATIVES,SENATE",80000,,0,0,2020-10-12T17:37:11.017000-04:00
2506587,a28d13f5-540a-4eb7-bcce-314a34655fd4,Q3,NATIONAL ORGANIZATION OF SOCIAL SECURITY CLAIMANTS' REPRESENTATIVES,28253,NATIONAL ORGANIZATION OF SOCIAL SECURITY CLAIMANTS' REPRESENTATIVES,2020,third_quarter,RET,"Issues related to the Social Security disability application and appeals process (generally, no specific legislation).

H.R. 4280 and S. 2753, the Supplemental Security Income Restoration Act (generally, no specific provisions).

H.R. 860, Social Security 2100 Act (generally no specific provisions).

H.R. 208, Guam Supplemental Security Income Equality Act (generally no specific provisions).

H.R. 947, Supplemental Security Income Equality Act (generally no specific provisions).

H.R. 6028, Stable Supplemental Security Income Benefits and Housing Assistance Act (generally, no specific provisions) 

S.3731 Improving Social Securitys Service to Victims of Identity Theft Act (generally, no specific provisions) 

H.R. 7499 Social Security COVID Correction and equity Act (generally, no specific provision)

H.R. 8171 Save our Social Security Now Act (generally, no specific provision) 

H.J. Res 94 Providing for congressional disapproval of the rule submitted by the Internal Revenue Service, Department of the Treasury, relating to Relief with Respect to Employment Tax Deadlines Applicable to Employers Affected by the Ongoing Coronavirus (COVID-19) Disease 2019 Pandemic (general, no specific provision) 

H.R. 7830 Fairness for Seniors and people with disabilities during COVID-19 Act of 2020 (general, no specific provision)","HOUSE OF REPRESENTATIVES,SENATE,Social Security Administration (SSA),Treasury, Dept of,Veterans Affairs, Dept of (VA)",,50000,0,0,2020-10-13T11:08:48.320000-04:00
2507008,d309e447-0194-45ed-bb5e-e1dc3090b58f,Q3,"DUTKO WORLDWIDE, LLC",12868,ACCENTURE FEDERAL SERVICES LLC,2020,third_quarter,RET,Monitor IT Modernization at the Social Security Administration,"Agriculture, Dept of (USDA),Education, Dept of,Federal Housing Finance Agency (FHFA),Federal Retirement Thrift Investment Board,Food & Drug Administration (FDA),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Justice, Dept of (DOJ),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",40000,,0,0,2020-10-13T15:40:38.407000-04:00
2507028,bd3b94e9-b66f-4ecc-88d9-679cdfb0e110,Q3,THE ESOP ASSOCIATION,13858,ESOP ASSOCIATION,2020,third_quarter,RET,"Any proposed legislation potentially impacting ESOP creation and operation, and employee ownership issues and generally all legislative proposals to amend the Employee Retirement Security Act of 1974.  Above areas include tax and labor law issues embedded in the Employee Retirement Security Act of 1974 and the Federal Internal Revenue Code, and laws encouraging Federal agencies to promote creation and operation of ESOPs. COVID-19 economic issues and responses to H.R. 6074, Coronavirus Preparedness and Response Supplemental Appropriations Act, 2020, H.R. 6201, Families First Coronavirus Response Act, H.R. 748, Coronavirus Aid, Relief, and Economic Security Act (CARES ACT), and S. 4236, Temporary Federal ESOP Grant Program Act of 2020, all provisions relating to SBA loans, lending, unemployment, taxes and credit.","HOUSE OF REPRESENTATIVES,SENATE",,60000,0,0,2020-10-13T15:45:48.420000-04:00
2507160,d947d1fb-e929-4616-a09a-999e8bcfcb5c,Q3,TRUCKER HUSS APC,400537609,WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND,2020,third_quarter,RET,"Composite Plan legislation, Multiemployer pension funding and solvency, PBGC premiums","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of",40000,,0,0,2020-10-13T18:11:07.853000-04:00
2507936,5cdd2385-7f2e-417c-95e1-2710be22b811,Q3,SUMMIT STRATEGIES GOVERNMENT AFFAIRS LLC,401103550,THE ASSOCIATION OF UNION CONSTRUCTORS,2020,third_quarter,RET,"Issues related to multiemployer pension reform. H.R. 397, the Rehabilitation for Multiemployer Pensions Act.  H.R. 6800, the HEROES Act.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2020-10-14T15:27:15.840000-04:00
2508143,e1891649-d7c1-4518-b409-d131a8d75091,Q3,INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES,401105446,INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES,2020,third_quarter,RET,"H.R. 397/S. 2254, the Butch Lewis Act; Multi-employer pension reform, generally; Support for Emergency Pension Plan Relief Act within H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions Act or the HEROES Act; opposition to Giving Retirement Options to Workers Act within H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions Act or the HEROES Act","HOUSE OF REPRESENTATIVES,SENATE",,60000,0,0,2020-10-14T17:00:16.673000-04:00
2508299,c5e00e76-7df7-4613-bb40-f42ed35cc355,Q3,"CASSIDY & ASSOCIATES, INC.",8453,SOCIETY OF ACTUARIES,2020,third_quarter,RET,General legislative issues related to actuarial profession,"HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",20000,,0,0,2020-10-14T20:26:03.523000-04:00
2508479,6971e289-2fea-4eb8-a750-5cd396376787,Q3,SQUIRE PATTON BOGGS,30906,AON SERVICE CORPORATION (FKA AON HEWITT),2020,third_quarter,RET,Advice regarding retirement-related legislation and regulatory reform.,"HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2020-10-15T09:02:54.247000-04:00
2508497,144ca7b9-58f7-44d7-9330-128e25e11bdf,Q3,"AMERICAN POSTAL WORKERS UNION, AFL-CIO",3138,AMERICAN POSTAL WORKERS UNION AFL-CIO,2020,third_quarter,RET,"Support of H.R. 1170/S. 478, the Social Security Expansion Act
Support of H.R. 141/S. 521, the Social Security Fairness Act
Support of H.R. 2478, the Federal Retirement Fairness Act","HOUSE OF REPRESENTATIVES,SENATE",,150000,0,0,2020-10-15T09:18:59.077000-04:00
2508624,6be40021-59e0-4156-9956-2305f07896e1,Q3,NATIONAL RURAL LETTER CARRIERS' ASSOCIATION,28526,NATIONAL RURAL LETTER CARRIERS' ASSOCIATION,2020,third_quarter,RET,"H.R. 4540-""Public Servants Protection and Fairness Act""-this legislation would amend the Social Security Act to provide an equitable Social Security formula for individuals affected by the Windfall Elimination Provision. The NRLCA supports this bill.
S. 2791-""Taxpayers and Savers Protection Act"", legislation that would ban the investment of Thrift Savings Plan funds into securities listed on mainland Chinese exchanges.  The NRLCA opposes this bill.","HOUSE OF REPRESENTATIVES,SENATE,White House Office",,125000,0,0,2020-10-15T10:15:34.097000-04:00
2508628,b4baa37f-3ce3-40d1-9754-6c86de985cd8,Q3,DAVIS & HARMAN LLP,11674,AMERICAN BENEFITS COUNCIL,2020,third_quarter,RET,"Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding and multiemployer plan issues. Issues related to tax incentives for retirement savings. Issues related to electronic notarization. Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals to increase PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to PBGC collections and PBGC disclosure and mediation issues.  Proposals related to electronic disclosure of information under ERISA. Proposals regarding compliance of retirement plans. Issues related to Form 5500 filing and missing participants. Issues related to the use of brokerage windows in defined contribution plans. Proposals to reform the multiple employer plan rules. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. Proposals related to stretch IRAs. Issues related to access to death master file. Issues related to government issued mortality tables. Proposals to amend the nondiscrimination provisions to protect older, longer service employees. Issues related to swap, margin, and capital rules. State-administered retirement plan initiatives. Annuitization with respect to defined benefit plans. QLACs. Effects of corporate integration on retirement plans. Proposals that would consolidate various retirement and IRA types. Proposals to create a retirement lost and found. Kids Savings Accounts. Proposals related to the establishment of savings accounts for emergencies. Proposals related to disaster relief. Issues related to P.L. 115-97. H.R. 3910, to amend the Internal Revenue Code of 1986 to make lifetime income and managed account options of defined contribution retirement savings plans portable (115th Congress). H.R. 4610/S. 3795, the RETIRE Act (115th Congress). H.R. 4158, the Retirement Plan Modernization Act (115th Congress). H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress).  Proposals related to self-correcting inadvertent plan errors. H.R. 6690, the Portable Retirement and Investment Account Act (115th Congress). H.R. 88, Retirement, Savings and Other Tax Relief Act (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act. H.R. 1007/ S. 972, Retirement Enhancement and Savings Act. S. 322, SIMPLE Plan Modernization Act. H.R. 1084, Family Savings Act. S. 1428, Retirement Parity for Student Loans Act. S. 1431, Retirement Security and Savings Act. S. 2370, Automatic IRA Act. S. 4192/H.R. 7439, Retirement Savings Lost and Found Act. H.R. 748, CARES Act. H.R. 6201, Families First Coronavirus Response Act. H.R. 6800, HEROES Act (H.R. 925). S. 3814, RESTART Act. No Bill #, Health, Economic Assistance, Liability Protection, and Schools Act.","HOUSE OF REPRESENTATIVES,SENATE",70000,,0,0,2020-10-15T10:16:35.203000-04:00
2508651,cd2e5400-0a12-4413-b8a1-99466e6fbf63,Q3,"MELTSNER STRATEGIES, LLC",401079030,NATIONAL ORGANIZATION OF SOCIAL SECURITY CLAIMANTS' REPRESENTATIVES,2020,third_quarter,RET,"Social Security Reform Generally 
Social Security disability application and appeals process generally (no specific legislation)
H.R. 4386 and S. 2496  The Stop the Wait Act (generally no specific section)","HOUSE OF REPRESENTATIVES,SENATE",22500,,0,0,2020-10-15T10:29:41.253000-04:00
2508712,b62c8e84-3161-4704-a047-6e043e10e9ee,Q3,WINNING STRATEGIES WASHINGTON,50796,NATIONAL TROOPERS COALITION,2020,third_quarter,RET,Retirement issues,"HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2020-10-15T10:48:57.300000-04:00
2508777,cc0b42e8-1521-48f4-a2cc-ed4a9fe6cac8,Q3,AARP,1694,AARP,2020,third_quarter,RET,"No bill number. Discussed permitting electronic delivery to be the default method for providing important retirement plan disclosures and notices and discussed delivery of retirement disclosures by electronic and paper delivery methods.

No bill number. Discussed private sector retirement reform issues, including establishment of a national automatic retirement system.

No bill number. Discussed state facilitated retirement savings programs for private sector workers. 

No bill number. Discussed part-time worker, independent contractor, contingent worker, personal/individual and portable retirement plan issues.

No bill number. Discussed multi-employer pension plan issues.

No bill number. Discussed fiduciary responsibility issues.

No bill number. Discussed student loans and retirement saving issues.

No bill number. Discussed retirement plan data collection, retention, dissemination and cybersecurity issues.

No bill number. Discussed small employer and pooled retirement plans.

No bill number. Discussed small retirement account cash out issues.

No bill number. Discussed Individual Retirement Accounts (IRA).

No bill number. Discussed Required Minimum Distributions (RMD).

No bill number. Discussed access to retirement savings for dependent care expenses.

No bill number. Discussed savings for emergency expenses.

No bill number. Discussed retirement savings distribution options.  

No bill number. Submitted testimony to the Department of Labor on fiduciary responsibilities.

No bill number. Submitted testimony to US Senate Special Committee on Aging on Women and Retirement.

No bill number. Submitted a statement for the record to the House Ways and Means Committees Subcommittee on Social Security on The Impact of COVID-19 on Social Security and Its Beneficiaries.

No bill number. Discussed Social Security payroll tax deferral and potential elimination.

H.J. Res 94, Providing for congressional disapproval of the rule relating to ""Relief with Respect to Employment Tax Deadlines Applicable to Employers Affected by the Ongoing Coronavirus (COVID-19) Disease 2019 Pandemic.

H.R. 7830, Fairness for Seniors and People with Disabilities During COVID-19 Act.

H.R. 4907/S. 2733, TRUST Act.

S. 4180, Protecting Benefits for Retirees Act.

H.R. 7499, Social Security COVID Correction and Equity Act.

No bill number. Discussed Social Securitys 85th Anniversary and shared public opinion polling. 

No bill number. Discussed The Fundamentals of Social Security via a virtual Hill briefing.

No bill number. Discussed $500 CARES Act child dependent payments to eligible non-filing federal beneficiaries. 

S.4495, Automatic Cash Assistance Act.

H.R. 8171, Save Our Social Security Now Act.

No bill number, discussed the anticipated 2021 Social Security cost-of-living adjustment.

HR 925, Updated Health and Economic Recovery Omnibus Emergency Solutions Act (Updated HEROES). 

S 4318, American Workers, Families, and Employers Assistance Act (HEALS). 

H.R. 397, Rehabilitation for Multiemployer Pensions Act. 

S. 1431, Retirement Security & Savings Act. 

S. 2254, Butch Lewis Act.

S. 4192/H.R. 7439, Retirement Savings Lost and Found Act. 

No bill number. Discussed multi-employer pensions.","Administration for Children & Families (ACF),Agriculture, Dept of (USDA),Centers For Disease Control & Prevention (CDC),Centers For Medicare and Medicaid Services (CMS),Consumer Financial Protection Bureau (CFPB),Corporation for Natl & Community Service,Federal Communications Commission (FCC),Food & Drug Administration (FDA),Government Accountability Office (GAO),Health & Human Services, Dept of (HHS),Health Resources & Services Administration (HRSA),HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),Indian Health Service,Internal Revenue Service (IRS),Labor, Dept of (DOL),Natl Institutes of Health (NIH),Office of Management & Budget (OMB),Office of Personnel Management (OPM),Office of the Comptroller of the Currency (OCC),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,Social Security Administration (SSA),Transportation, Dept of (DOT),Treasury, Dept of,Veterans Affairs, Dept of (VA),White House Office",,1880000,0,0,2020-10-15T11:03:12.777000-04:00
2508892,fd874a1c-5b22-4207-a194-3c262af72781,Q3,WINNING STRATEGIES WASHINGTON,50796,PRUDENTIAL,2020,third_quarter,RET,Retirement & pensions,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2020-10-15T11:24:44.743000-04:00
2509283,e94fb599-7a7c-4760-8ea0-4b6ba58e4252,Q3,DAVIS & HARMAN LLP,11674,EDWARD JONES INVESTMENTS,2020,third_quarter,RET,"Proposals related to small business retirement issues. SIMPLE IRAs. Required minimum distribution issues. Proposals to assist military spouses. S. 1431, Retirement Security and Savings Act. S. 321, Retirement Security Act. S. 322, SIMPLE Plan Modernization Act. H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 4117, IRA Preservation Act. H.R. 4637, SAVE Act of 2017 (115th Congress). H.R. 748, CARES Act. H.R.  H.R. 6800, HEROES Act (H.R. 925). S.4318, American Workers, Families, and Employers Assistance Act . H.R. 7927/S. 4173, Military Spouses Retirement Security Act.","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2020-10-15T12:45:30.347000-04:00
2509290,d6d3c8ab-97c1-42e8-966c-0d37c89a3d6a,Q3,DAVIS & HARMAN LLP,11674,STATE STREET BANK AND TRUST CO.,2020,third_quarter,RET,"Issues related to expanding retirement coverage and adequacy, facilitating retirement income, and increasing retirement security. Issues related to qualifying longevity annuity contracts. Issues related to state law preemption. Proposals to reform the multiple employer plan rules including H.R. 1907, Retirement Security for American Workers Act. Proposals related to environmental, social, and governance criteria in plan investments. Kids Savings Accounts. H.R. 3910, to amend the Internal Revenue Code of 1986 to make lifetime income and managed account options of defined contribution retirement savings plans portable (115th Congress). H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). 403(b) investments. Annuity defaults. Executive Order 13847, Strengthening Retirement Security in America. Annuity tax credit. S. 1431, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes. S. 321, Retirement Security Act. H.R. 4637, the SAVE Act (115th Congress). H.R. 6257, Public Service Retirement Fairness Act. H.R. 6800, HEROES Act (H.R. 925). S.4318, American Workers, Families, and Employers Assistance Act.","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2020-10-15T12:48:32.617000-04:00
2509303,a274651b-deb3-461e-a490-d4aad7be3d8d,Q3,DAVIS & HARMAN LLP,11674,NATIONAL RURAL ELECTRIC COOPERATIVE ASSN,2020,third_quarter,RET,"Proposals related to PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Proposals related to nondiscrimination testing of pension plans. H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). Proposals related to defined benefit plan administration. H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). S. 1431, Retirement Security and Savings Act. H.R. 4610/S.3795, RETIRE Act (115th Congress). S. 2352, Retirement Security Preservation Act. S. 2913/H.R. 5202, Protecting Critical Services for Mothers and Babies Act. H.R. 748, CARES Act. H.R. 6800, HEROES Act (H.R. 925). S. 3533/H.R. 6364, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. H.R.8083, Preserving Employee Retirement Savings Act of 2020. S.4318, American Workers, Families, and Employers Assistance Act.","HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2020-10-15T12:51:35.440000-04:00
2509308,1175fa03-252e-4cf9-a953-df46f86c0d9c,Q3,DAVIS & HARMAN LLP,11674,TRANSAMERICA LIFE INSURANCE COMPANY,2020,third_quarter,RET,"Proposals related to retirement plans for small business. Proposals to reform the multiple employer plan rules. Guidance related to nondiscrimination rules for defined contribution plan annuity investment products. Issues related to tax incentives for retirement savings. Issues related to income investment options. Proposals related to electronic disclosure, including H.R. 4610/S. 3795, the RETIRE Act (115th Congress). Plan consolidation. Proposals to amend the Internal Revenue Code and ERISA to avoid duplicative annual reporting, including H.R. 982 and S. 354. H.R. 3910, to make lifetime income and managed account options of defined contribution retirement savings plans portable (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). Executive Order 13847, Strengthening Retirement Security in America. S. 1431, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes. S. 321, Retirement Security Act. H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 4637, the SAVE Act (115th Congress). Issues related to e-notarization. H.R. 6257, Public Service Retirement Fairness Act. H.R. 748, CARES Act. H.R. 6800, HEROES Act (H.R. 925). S. 3533/H.R. 6364, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. S.4318, American Workers, Families, and Employers Assistance Act.","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2020-10-15T12:55:36.747000-04:00
2509324,e558565e-387f-4665-bae4-51f520da1937,Q3,DAVIS & HARMAN LLP,11674,FMR LLC,2020,third_quarter,RET,"Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creation of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Issues related to the Department of Labor's regulation defining fiduciary. Qualified plan issues. Proposals related to self correcting inadvertent plan errors. Proposals related to electronic disclosure, including H.R. 4610/S.3795, RETIRE Act (115th Congress). Executive Order 13847, Strengthening Retirement Security In America. S. 1431, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes. S. 322, SIMPLE Plan Modernization Act. S. 321, Retirement Security Act. H.R. 4637, the SAVE Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). S. 1431, Retirement Security and Savings Act. Issues related to E-notarization. S. 1428/H.R. 6276, Retirement Parity for Student Loans Act. H.R. 748, CARES Act. H.R. 6800, HEROES Act (H.R. 925). S. 3533/H.R. 6364, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. S.4318, American Workers, Families, and Employers Assistance Act.","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2020-10-15T13:01:41.963000-04:00
2509342,38183861-3076-463b-983a-d88fbe3f6d93,Q3,DAVIS & HARMAN LLP,11674,NATIONWIDE INSURANCE COMPANIES,2020,third_quarter,RET,"Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creation of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Issues related to the Department of Labor's regulation defining fiduciary. Qualified plan issues. Proposals related to self correcting inadvertent plan errors. Proposals that would consolidate various retirement and IRA types. Proposals related to annuity incentives. Proposals related to electronic disclosure, including H.R. 4610/S. 3795, the RETIRE Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act.  S. 1431, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes. S. 321, Retirement Security Act. Proposals related to ETFs and Variable Annuities. H.R. 748, CARES Act. H.R. 6732, To direct the Secretary of the Treasury to modify certain regulations relating to insurance-dedicated exchange traded funds.  H.R. 6800, HEROES Act (H.R. 925). S.4318, American Workers, Families, and Employers Assistance Act.","HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2020-10-15T13:05:45.483000-04:00
2509354,7c904bad-8488-4f2f-b1c7-ae540b0216c2,Q3,DAVIS & HARMAN LLP,11674,PRUDENTIAL FINANCIAL,2020,third_quarter,RET,Issues related to IRC Section 420 related to the transfer of excess pension assets to retiree health accounts.,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2020-10-15T13:08:48.160000-04:00
2509369,2c7e61ce-9918-4f1b-902b-76296130b398,Q3,DAVIS & HARMAN LLP,11674,WILLIS NORTH AMERICA INC,2020,third_quarter,RET,"Issues related to government issued mortality tables. Issues related to tax incentives for retirement savings. Retirement assumption issues. S. 1431, Retirement Security and Savings Act.","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2020-10-15T13:11:53.187000-04:00
2509394,72440b6d-240c-4573-b452-1b624cea2cdf,Q3,DAVIS & HARMAN LLP,11674,LPL FINANCIAL,2020,third_quarter,RET,"Proposals to enhance retirement savings opportunities for employers, employees, and individuals, including self correcting inadvertent plan errors. Small business tax credit. Issues related to the Department of Labor's regulation defining fiduciary. Required minimum distribution issues. SIMPLE IRAs. H.R. 1938, Small Employer Retirement Savings Auto-Enrollment Credit Act. H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). S. 1431, Retirement Security and Savings Act. S. 321, Retirement Security Act. S. 322, SIMPLE Plan Modernization Act. H.R. 4637, the SAVE Act (115th Congress). H.R. 748, CARES Act. H.R. 6800, HEROES Act (H.R. 925). H.R. 8083, Preserving Employee Retirement Savings Act of 2020. S.4318, American Workers, Families, and Employers Assistance Act.","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2020-10-15T13:16:58.240000-04:00
2509412,c0b2a035-1f7e-4347-83f8-d48b2b02245c,Q3,DAVIS & HARMAN LLP,11674,BROKER/DEALER COORDINATION GROUP,2020,third_quarter,RET,Issues related to the effect of the Department of Labor's fiduciary definition regulation and coordination of such regulation with possible SEC action on broker/dealer standard of care. Legislative proposals to address the fiduciary issue. State fiduciary rules.,"HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2020-10-15T13:22:03.467000-04:00
2509575,c7aa9e02-7cf4-4cb2-aab5-10e891df2a24,Q3,DAVIS & HARMAN LLP,11674,SMART USA CO.,2020,third_quarter,RET,Issues related to retirement savings. Issues related to Pooled Employer Plans (PEPs) and lifetime income.,"HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2020-10-15T14:35:44.343000-04:00
2509890,c050ac34-a415-4a5a-8910-a94ba7a563df,Q3,NATIONAL DISABILITY RIGHTS NETWORK,27035,NATIONAL DISABILITY RIGHTS NETWORK,2020,third_quarter,RET,"NDRN in this area focuses on retirement and financial security issues for individuals with disabilities.  This includes Social Security, tax law issues, also trusts to care for individuals with a disability.  Additionally we work on legislation and regulations for the ABLE accounts.

NDRN now is also focused on implementation of the new program for P)&As to monitor representative payees.

Re-authorization of the PABSS program is also a priority.

Finally, we are working to beat back attempts to cut SSDI or unemployment insurance for people that receive both benefits.","Administration for Children & Families (ACF),Administration on Aging,AMTRAK - Natl Railroad Passenger Corporation,Bureau of Indian Affairs (BIA),Centers For Medicare and Medicaid Services (CMS),Education, Dept of,Executive Office of the President (EOP),Federal Aviation Administration (FAA),Federal Communications Commission (FCC),Federal Emergency Management Agency (FEMA),Federal Railroad Administration,Health & Human Services, Dept of (HHS),Health Resources & Services Administration (HRSA),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),Justice, Dept of (DOJ),Labor, Dept of (DOL),Office of Justice Program,Office of Juvenile Justice & Delinquency Prevention,Office of the Vice President of the United States,President of the U.S.,SENATE,Social Security Administration (SSA),State, Dept of (DOS),Substance Abuse & Mental Health Services Administration (SAMHSA),Transportation, Dept of (DOT),Transportation Security Administration (TSA),U.S. Coast Guard (USCG),U.S. Immigration & Customs Enforcement (ICE),Veterans Affairs, Dept of (VA),Vice President of the U.S.,White House Office",,7368,0,0,2020-10-15T16:36:13.493000-04:00
2509992,3faf311f-eb3e-4010-9cfb-9ff49b074102,Q3,"BLACKROCK FUNDS SERVICES GROUP, LLC",400534597,BLACKROCK FUNDS SERVICES GROUP LLC,2020,third_quarter,RET,"Issues related to fiduciary standards, retirement security and savings, including related tax reforms, retirement income products and retirement income disclosures","Commodity Futures Trading Commission (CFTC),Executive Office of the President (EOP),Export-Import Bank of the United States (EXIM Bank),Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,Federal Trade Commission (FTC),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Overseas Private Investment Corp (OPIC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,340000,0,0,2020-10-15T17:05:39.667000-04:00
2509994,ad0ee0ae-9bea-4357-8e2a-314fbeb7a392,Q3,"DOUCET CONSULTING SOLUTIONS, LLC",401104418,LOUISIANA SHERIFFS' ASSOCIATION,2020,third_quarter,RET,"Support for enactment of HR. 4540, the Public Servants Protection and Fairness Act, legislation to fix the Windfall Elimination Provision (WEP) for future retirees and provide meaningful relief to current WEP retirees.","HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE",10000,,0,0,2020-10-15T17:07:40.803000-04:00
2510037,51516b11-942f-4f1d-8e75-aff756855a2e,Q3,"DOUCET CONSULTING SOLUTIONS, LLC",401104418,WILLIAMS AND JENSEN ON BEHALF OF LOS ANGELES COUNTY EMPLOYEES' RETIREMENT SYSTEM,2020,third_quarter,RET,Legislation and regulations affecting public pension plans,"HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2020-10-15T17:38:59.343000-04:00
2510317,9dd5df0f-ad26-4a93-ae97-53e7be26104e,Q3,"BREDHOFF & KAISER, P.L.L.C.",304953,BAKERY AND CONFECTIONERY UNION & INDUSTRY INTERNATIONAL PENSION FUND,2020,third_quarter,RET,"H.R. 397, Rehabilitation for Multiemployer Pensions Act of 2019; H.R.6800 - The Heroes Act Retirement Provisions Title I-Relief for Multiemployer Pension Plans; multiemployer pension reform for underfunded pension plans","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2020-10-16T08:34:03.120000-04:00
2510505,2ca643ad-3b3b-4898-a7df-235bafd4ac63,Q3,"ALLON ADVOCACY, LLC",401104657,YODLEE INC.,2020,third_quarter,RET,Best interest rule finalized by SEC and revised Department of Labor fiduciary rule,"Consumer Financial Protection Bureau (CFPB),Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,Federal Trade Commission (FTC),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Office of the Comptroller of the Currency (OCC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",70000,,0,0,2020-10-16T10:09:54.783000-04:00
2510917,f39a6f0c-d6ca-4647-bbad-263e76bbeb88,Q3,DAVIS & HARMAN LLP,11674,MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY,2020,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 lifetime income.  Proposals related to tax treatment of retirement plans, IRAs, and annuity products. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act. Executive Order 13847, Strengthening Retirement Security in America. S. 1431, Retirement Security and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. S. 321, Retirement Security Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 4637, the SAVE Act (115th Congress). H.R. 1865, Further Consolidated Appropriations Act 2020.","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2020-10-16T12:28:36.670000-04:00
2510924,68600d4a-ddda-44b4-8e98-13be8dbdda85,Q3,DAVIS & HARMAN LLP,11674,INSPIRA FINANCIAL,2020,third_quarter,RET,"Issues related to retirement savings. Issues related to automatic rollovers, missing participants, PBGC, and cash-out limits. H.R. 1007/ S.972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 5676, the Retirement Plan Modernization Act. S. 1431, Retirement Security and Savings Act of 2019. S. 321, Retirement Security Act of 2019. H.R. 1865, Further Consolidated Appropriations Act 2020. H.R. 7439/S. 4192, Retirement Savings Lost and Found Act.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2020-10-16T12:29:38.883000-04:00
2510929,5a3727a6-3ab8-45b9-96ad-8f3779d077a4,Q3,DAVIS & HARMAN LLP,11674,SPARK INSTITUTE,2020,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 recordkeeping simplification for 401(k) plans. Issues related to lifetime income and auto features. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1907 Retirement Security for American Workers. H.R. 1007/S. 972, Retirement Enhancement and Savings Act (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 1865, Further Consolidated Appropriations Act 2020.","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2020-10-16T12:31:41.093000-04:00
2510933,7790abfd-6752-4c6a-badf-dbf7ddeab931,Q3,DAVIS & HARMAN LLP,11674,TIAA,2020,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 related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1007/S.972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. S. 1431, Retirement Security and Savings Act of 2019. H.R. 1439, Increasing Access to a Secure Retirement Act of 2019. H.R. 3078, Expanding Access to Retirement Savings for Caregivers Act. H.R. 1865, Further Consolidated Appropriations Act 2020.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2020-10-16T12:33:43.077000-04:00
2510935,9dd463a0-beda-4c16-9a25-ca9b6c28f730,Q3,DAVIS & HARMAN LLP,11674,VANGUARD GROUP,2020,third_quarter,RET,"Issues related to tax incentives for retirement savings. Issues related to employee benefit plan administration and electronic delivery of ERISA-mandated statements and disclosures, including: H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1994, Setting Every Community Up for Retirement Enhancement (SECURE) Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. Executive Order 13847, Strengthening Retirement Security in America. H.R. 1865, Further Consolidated Appropriations Act 2020. H.R. 6257, Public Service Retirement Fairness Act. S. 1431, Retirement Security and Savings Act.","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2020-10-16T12:34:43.523000-04:00
2510963,11242b25-f680-4f9d-b581-c137b5d4f023,Q3,DAVIS & HARMAN LLP,11674,MISSIONSQUARE RETIREMENT,2020,third_quarter,RET,"Proposals related to retirement and retiree health savings and collective investment trusts. H.R. 4610/S. 3795, RETIRE Act (115th Congress).  H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement (SECURE) Act. S. 1431, Retirement Security and Savings Act. H.R. 1865, Further Consolidated Appropriations Act 2020. H.R. 6257, Public Service Retirement Fairness Act of 2020. S. 1431, Retirement Security and Savings Act.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2020-10-16T12:38:48.500000-04:00
2511124,f81f2ad5-1aa6-4de6-b3aa-fe79dfca1338,Q3,DYKEMA GOSSETT PLLC,12915,JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.),2020,third_quarter,RET,"Lobbied on implementation of Setting Every Community Up for Retirement Enhancement Act (SECURE Act).
Lobbied on Heroes Act and COVID mitigation legislation to Insurance, Retirement and Taxes.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2020-10-16T13:19:28.847000-04:00
2511308,9187b017-ad10-401b-87b0-7b44375ff213,Q3,CAPITOL COUNSEL LLC,313715,MARCH OF DIMES INC.,2020,third_quarter,RET,Advice and advocacy regarding pension funding.,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2020-10-16T14:12:14.873000-04:00
2512464,bfaf3844-cee8-4f85-a975-652c9988c36f,Q3,COVINGTON & BURLING LLP,11195,DIRECTORS GUILD OF AMERICA,2020,third_quarter,RET,Multiemployer pension funding legislation,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2020-10-16T20:36:30.923000-04:00
2513108,8c7981bd-3c3a-4baf-b512-198c8b86f5b1,Q3,"CROSSROADS STRATEGIES, LLC",400531586,MORGAN STANLEY & CO LLC,2020,third_quarter,RET,Issues related to the Department of Labor's Fiduciary Rule.,"Commerce, Dept of (DOC),Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,SENATE,Small Business Administration (SBA),Treasury, Dept of",50000,,0,0,2020-10-17T21:21:39.507000-04:00
2513129,b6a01d58-3940-46b8-882d-b609c6c6610e,Q3,"CROSSROADS STRATEGIES, LLC",400531586,NATIONAL ASSOCIATION OF FARM SERVICE AGENCY COUNTY OFFICE EMPLOYEES (NASCOE),2020,third_quarter,RET,"Legislative activities that impact Farm Service Agency (FSA) programs and employees; H.R.2478, Federal Retirement Fairness Act.","Agriculture, Dept of (USDA),Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2020-10-17T21:37:42.597000-04:00
2513277,6ffc915d-0d49-4d5a-a45a-e4fdfb0337cb,Q3,"PAYCHEX, INC.",401104380,"PAYCHEX, INC.",2020,third_quarter,RET,"Promoting clarity around the SECURE Act implementation

Pooled Employer Plan proposed rules 
 
Small business access to 401(k) plans","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Small Business Administration (SBA),Treasury, Dept of",,10000,0,0,2020-10-18T10:03:46.153000-04:00
2513306,ded0da8c-dd85-4e3c-a825-66aa4ea8ffc3,Q3,ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG),57475,PRUDENTIAL INSURANCE COMPANY OF AMERICA,2020,third_quarter,RET,Retirement and pension policy,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2020-10-18T10:33:56.207000-04:00
2513330,cb2934e6-8730-4552-86c2-e7031923f8cc,Q3,ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG),57475,SECURITIES INDUSTRY & FINANCIAL MARKETS ASSN.,2020,third_quarter,RET,"Retirement policy issues, including those related to H.R. 6800","HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2020-10-18T10:46:02.670000-04:00
2513568,62e6b6ab-d57a-439b-a95d-04db0a1dd595,Q3,THE CHARLES SCHWAB CORPORATION,34637,CHARLES SCHWAB CORPORATION,2020,third_quarter,RET,Draft legislative proposals on retirement savings.,"HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE",,520000,0,0,2020-10-18T14:37:18.567000-04:00
2513837,cffdf612-3217-458b-9b69-ce3e05e0ffde,Q3,NATIONWIDE MUTUAL INSURANCE COMPANY,26411,NATIONWIDE MUTUAL INSURANCE COMPANY,2020,third_quarter,RET,"-S.1431, Retirement Security and Savings Act - To amend the Internal Revenue Code of 1986 to encourage retirement and family savings, and for other purposes. (Portman/Cardin II)
-H.R. 860, the Social Security 2100 Act - To protect our Social Security system and improve benefits for current and future generations.
-H.R. 1043, S. 460, the Employer Participation in Repayment Act - This bill expands the tax exclusion for employer-provided educational assistance to include payments of qualified education loans by an employer to either an employee or a lender.
-H.R. 4610 (2017), RETIRE Act - authorize the electronic delivery of pension plan documents required to be furnished to a plan participant, beneficiary, or other individual.
-H.R.1043; S. 460, Participation in Repayment Act of 2019, Student Debt repayments through employer contributions 
-H.R.7203 (2018), Long-Term Care Account Act - allows tax-exempt long-term care accounts that are funded using a taxpayer's gains from the sale or assignment of a life insurance contract.
S. 1019, Strengthening Financial Security Through Short-Term Savings Act - allow employers to automatically enroll their workers into emergency savings accounts (ESAs) in addition to retirement accounts. 
S. 1018, Refund to Rainy Day Savings Act -allow individuals to defer receipt of 20 percent of their tax refund for 180 days, at which time the deferred amount is paid with interest. 
H.R. 2120, S. 1053, Saving for the Future Act - require employers with 10 or more employees to contribute 50 cents for every hour worked by an employee (including part-time employees) to a savings account.
S. 354/H.R. 982, A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes 
H.R. 3078, Expanding Access to Retirement Savings for Caregivers Act - To amend the Internal Revenue Code of 1986 to reduce the age for making catch-up contributions to retirement accounts to take into account time out of the workforce to provide dependent care services.
H.R. 1907, Retirement Security for American Workers Act - To amend the Internal Revenue Code of 1986 to modify the qualification requirements with respect to certain multiple employer plans with pooled plan providers, and for other purposes.
H. Res. 328, Supporting the protection of elders through financial literacy - expresses the understanding that continued education and cooperation among law enforcement, financial institutions, regulatory agencies, and private sector organizations are necessary to combat elder financial exploitation.
S. 975/H.R. 2005, Women's Retirement Protection Act - To amend the Employee Retirement Income Security Act of 1974 to provide for greater spousal protection under defined contribution plans
Issue: SEC/DOL Best Interest Standard of Care 
H.R. 1865, the Further Consolidated Appropriations Act of 2020 - government funding package including certain retirement security changes. 
Add:
S. 2962, the Higher Education Loan Payment and Enhanced Retirement (HELPER) Act -- individuals to take up to $5,250 from their 401(k) or IRA each year to help pay for college or pay down student loan debt
HR 5991, S. 3358, Part-Time Worker Bill of Rights Act -- ERISA to give part-time workers who have worked at least 500 hours for two consecutive years access to retirement plans if they are offered by their employers to full-time workers.
H.R. 5306, the Know Your Social Security Act--require the Social Security Administration to mail annual earnings statements to everyone who pays into the program.
HR 5726, Senior Housing IRA Act of 2020 -- amends capital gains treatment from the sale or exchange of a principal residence qualified individuals so long as money is used for retirement. 
HR 5296, S. 2976, Advancing Support for Working Families Act - Paid family leave to allow advance of child tax credits for birth/adoption 
S. 3341, CEO and Worker Pension Fairness Act - to make NQDC plans taxable when they vest. 
H.R. 5958, Senior Health Planning Account Act -allow seniors to use life settlement proceeds, tax-free, to pay for health care costs via Senior Heath Planning Accounts
HR 6257, Public Service Retirement Fairness Act - permit 403(b) plans to invest in collective investment trusts (CITs)
DRAFT, HR __, to allow ETFs within variable insurance products. 
HR 6276 Retirement Parity for Student Loans Act 2020- permit retirement plans to make matching contributions to workers as if their student loan payments were retirement contributions
H.R. 6562, Securing Additional Value for Every Retirement Saver (SAVERS) Act - temporarily raises contribution limits on tax-preferred retirement savings plans and individual retirement accounts.
H.R. 6994, S. 3795, Registration for Index Linked Annuities (RILA) Act - directs SEC to devise a new filing form for registered index-linked annuities (RILAs) 
H.R. 6732, To direct the Secretary of the Treasury to modify certain regulations relating to insurance-dedicated exchange-traded funds - to allow ETFs in variable insurance products
DRAFT, Emergency Savings Account Act - establish short term emergency savings account similar to short term savings account idea similar to S. 1018 (Young, Cotton, Jones, Booker)
DRAFT, SECURE Act 2.0 - to make improvements to retirement security 
S 4173Military Spouses Retirement Security - improve retirement security for military families 
S 4192Retirement Savings Lost and Found Act - to coordinate lost retirement plans
HR 7668 Financial Services and General Government Appropriations Act, 2021- FSGG appropriations
S.2524 Financial Services and General Government Appropriations Act, 2020 - Senate FSGG appropriations
S 4297 Addressing Missed-savings Opportunities for Retirement due to an Epidemic Act (AMORE Act) - to make additional retirement contributions to such plans for any taxable year beginning in 2021 or 2022
S 4323TRUST Act - special committee to make Social Security trust fund reconditions 
HR 8083 Preserving Employee Retirement Savings Act of 2020 - tax credit to encourage business to continue matching retirement contributions","Agriculture, Dept of (USDA),Federal Deposit Insurance Corporation (FDIC),Federal Emergency Management Agency (FEMA),Federal Reserve System,Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Transportation, Dept of (DOT),Treasury, Dept of,U.S. Copyright Office,U.S. Postal Service (USPS)",,780000,0,0,2020-10-18T18:04:34.127000-04:00
2515300,19dce158-9aee-405c-9e24-1208a1cfd573,Q3,BUCHANAN INGERSOLL & ROONEY PC,55291,"THE RITESCREEN COMPANY, LLC",2020,third_quarter,RET,Development of companys government relations objectives and strategy with respect to Coal Act retirees issue.,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2020-10-19T10:26:19.690000-04:00
2515632,1baccae9-543a-4fe7-b94c-e6f74a384a94,Q3,NESTLE USA,29037,NESTLE USA,2020,third_quarter,RET,"Proposals relating to multiemployer pension plans, including provisions contained in H.R. 6800 (the HEROES Act) and proposals offered in connection with H.R. 748 (the CARES Act); the Multiemployer Pension Recapitalization and Reform Plan; H.R. 397, and the Rehabilitation for Multiemployer Pensions Act.","Food & Drug Administration (FDA),HOUSE OF REPRESENTATIVES,SENATE,U.S. Trade Representative (USTR)",,268000,0,0,2020-10-19T10:59:42.280000-04:00
2515803,4d19edb1-1bef-448d-8c0b-44bd4f302d28,Q3,JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A),17454,JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A),2020,third_quarter,RET,Retirement Security legislation.,"HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE",,310000,0,0,2020-10-19T11:17:16.907000-04:00
2516296,9d20ece8-451d-485f-a878-2be10bd63723,Q3,CHARTWELL STRATEGY GROUP LLC,401104750,"BOSTON ASSET MANAGEMENT ASSOCIATION, INC.",2020,third_quarter,RET,General overview for members and staff.,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2020-10-19T11:59:07.300000-04:00
2516344,4196b840-5eec-4b4c-bb3a-108d04a3c917,Q3,DAVIS & HARMAN LLP,11674,LINCOLN NATIONAL CORPORATION,2020,third_quarter,RET,"Comprehensive pension and retirement savings legislation. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. H.R. 1007/S. 972, Retirement Enhancement and Savings Act (RESA). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 4610/S. 3795 RETIRE Act (115th Congress). S. 1431, Retirement Security and Savings Act. S. 2370 Automatic IRA Act. H.R. 6800, HEROES Act. (H.R. 925). S. 4318, American Workers Families and Employers Assistance Act.","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2020-10-19T12:02:18.047000-04:00
2516416,89310ef1-ff84-428d-ab65-1336c561daaa,3A,DAVIS & HARMAN LLP,11674,LINCOLN NATIONAL CORPORATION,2020,third_quarter,RET,"Comprehensive pension and retirement savings legislation. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. H.R. 1007/S. 972, Retirement Enhancement and Savings Act (RESA). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 4610/S. 3795 RETIRE Act (115th Congress). S. 1431, Retirement Security and Savings Act. S. 2370 Automatic IRA Act.","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2020-10-19T12:09:34.500000-04:00
2516630,443961aa-2620-4d42-8170-24bb3a3baccf,Q3,"WILLIAMS AND JENSEN, PLLC",41454,"THE VANGUARD GROUP, INC.",2020,third_quarter,RET,"Electronic delivery.  Retirement and savings issues, generally.","HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",60000,,0,0,2020-10-19T12:30:30.420000-04:00
2516638,97e52a9c-57a8-41e5-8872-328fd61a5b81,Q3,CHARTWELL STRATEGY GROUP LLC,401104750,EMPOWER RETIREMENT LLC (FKA GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY),2020,third_quarter,RET,"General overview for members and staff, retirement policy, financial services, pension reform.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2020-10-19T12:31:32.027000-04:00
2516693,0897a642-93a5-4540-9acd-02ec0a96e261,Q3,CHARTWELL STRATEGY GROUP LLC,401104750,"LPL FINANCIAL, LLC",2020,third_quarter,RET,General overview for members and staff.,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2020-10-19T12:36:48.990000-04:00
2516857,47f5c623-98e1-4386-933c-3b510cd07cca,Q3,CHARTWELL STRATEGY GROUP LLC,401104750,PUTNAM INVESTMENTS,2020,third_quarter,RET,"General overview for members and staff, retirement policy, tax reform, pension reform.","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2020-10-19T12:48:26.467000-04:00
2516905,7c0a706f-bd5d-4dd8-9eca-c3dc5ae01861,Q3,UNITED FOOD & COMMERCIAL WORKERS INTERNATIONAL UNION,39121,UNITED FOOD & COMMERCIAL WORKERS INTERNATIONAL UNION,2020,third_quarter,RET,Met with House and Senate staff regarding pension issues such as Rehabilitation for Multiemployer Pensions Act (HR 397).,"HOUSE OF REPRESENTATIVES,SENATE",,140000,0,0,2020-10-19T12:52:35.393000-04:00
2517032,1f61f539-b1aa-4c7a-916d-2f66e2bd7dda,Q3,INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES,19833,INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES,2020,third_quarter,RET,"H.R. 8406 - Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act - This legislation makes emergency supplemental appropriations for the fiscal year ending September 30, 2021. Division G (""Retirement Provisions""), Title I (""Relief for Multiemployer Pension Plans"") and Division H (""GROW Act"").","HOUSE OF REPRESENTATIVES,SENATE",,180000,0,0,2020-10-19T13:00:02.913000-04:00
2517511,cb13285d-d3cb-4807-8e96-5824c6c03d7e,Q3,AMERICAN BANKERS ASSOCIATION,1785,AMERICAN BANKERS ASSOCIATION,2020,third_quarter,RET,"H.R. 1994, Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019

H.R. 4117, IRA Preservation Act of 2019","HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",,2930000,0,0,2020-10-19T13:33:57.897000-04:00
2517566,7f043886-13d9-4411-9767-1f58c42a0f46,Q3,"WILLIAMS AND JENSEN, PLLC",41454,HOUSTON FIREFIGHTERS RELIEF AND RETIREMENT FUND,2020,third_quarter,RET,"Social Security legislation, H.R. 141, S. 521, H.R. 4540.  H.R. 3934, S. 3526,  Equal Treatment of Public Servants Act of 2019.","HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",40000,,0,0,2020-10-19T13:37:09.960000-04:00
2517589,dca5160e-6cdd-47a4-a443-9cea500308e4,Q3,"WILLIAMS AND JENSEN, PLLC",41454,LOS ANGELES COUNTY EMPLOYEES' RETIREMENT SYSTEM,2020,third_quarter,RET,"Social Security legislation, H.R. 141, S. 521, H.R. 4540, H.R. 3934.","HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2020-10-19T13:39:17.047000-04:00
2517925,4e719d95-7bff-4471-a655-a4d0cc2c4f49,Q3,INTERNATIONAL BROTHERHOOD OF BOILERMAKERS,19811,INTERNATIONAL BROTHERHOOD OF BOILERMAKERS,2020,third_quarter,RET,Multi-employer Pension Reform,"HOUSE OF REPRESENTATIVES,SENATE",,80000,0,0,2020-10-19T14:03:28.080000-04:00
2517946,fa76636c-4eca-43e2-bc44-49e9c6a804c8,Q3,VANGUARD GROUP,291058,VANGUARD GROUP,2020,third_quarter,RET,"Issues in support of providing for electronic delivery of ERISA mandated retirement information, including the RETIRE Act and Proposed Rule 1210-AB90
Issues related to tax incentives for retirement savings
Issues related to employee benefit plan administration
Issues related to limitations on retirement plan contributions or assets
Issues related to retirement coverage proposals 
Issues related to auto-enrollment safe harbor
Issues related to improving and enhancing retirement plans
Issues related to S.1431 the Retirement Security and Savings Act of 2019 
Issues related to universal savings account vehicles
Issues related to portable retirement accounts
Issues related to allowing collective investment trusts in 403(b) plans, including H.R. 6257 the Public Service Retirement Fairness Act of 2020
Issues related to retirement planning services
Issues related to fiscal stimulus
Issues related to ERISAs PPA Exemption","Commodity Futures Trading Commission (CFTC),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,690000,0,0,2020-10-19T14:05:32.290000-04:00
2517976,2af8b168-f206-48e0-a26b-169f10474c3a,Q3,ATLAS ADVOCACY,401100069,UNITED MINE WORKERS OF AMERICA,2020,third_quarter,RET,"HEROES Act
CARES Act
GROW Act","HOUSE OF REPRESENTATIVES,SENATE",9000,,0,0,2020-10-19T14:06:37.450000-04:00
2518053,27893b32-16b1-4567-a912-9626ec0fd297,3A,INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES,19833,INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES,2020,third_quarter,RET,"H.R. 8406 - Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act - This legislation makes emergency supplemental appropriations for the fiscal year ending September 30, 2021. Division G (""Retirement Provisions""), Title I (""Relief for Multiemployer Pension Plans"") and Division H (""GROW Act"").","HOUSE OF REPRESENTATIVES,SENATE",,180000,0,0,2020-10-19T14:11:52.787000-04:00
2518090,969bb259-6e2f-40a1-a1e2-5dbe3044bdbb,Q3,PUBLIC PRIVATE STRATEGIES,401104830,ETSY,2020,third_quarter,RET,"Portable benefits, including expanded retirement options for microbusiness owners, H.R.  1944, S.972, H.R. 1007","Federal Trade Commission (FTC),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Small Business Administration (SBA),Treasury, Dept of,U.S. Trade Representative (USTR),White House Office",30000,,0,0,2020-10-19T14:12:59.527000-04:00
2518587,db467c31-c33b-4bd2-9dbb-0c7cf820f43c,Q3,"HECHT LATHAM SPENCER & ASSOCIATES, INC., FORMERLY KNOWN AS HECHT SPENCER & ASSOC",17966,BOY SCOUTS OF AMERICA,2020,third_quarter,RET,"P.L. 116 - 94 - Further Consolidated Appropriations Act, 2020, Division O - implementation of SECURE Act provisions modifying PBGC premiums for cooperatives and charities.","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2020-10-19T14:45:55.013000-04:00
2518835,2722ba64-25c5-4a05-a706-eb0a105dcd4e,Q3,"WILLIAMS AND JENSEN, PLLC",41454,AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY,2020,third_quarter,RET,Benefit distributions in the form of annuities.  Fiduciary Rule.,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",20000,,0,0,2020-10-19T15:02:46.530000-04:00
2519030,5d787dbd-0d2e-451b-abef-65378d83bb54,Q3,TRANSPORTATION COMMUNICATIONS NATIONAL UNION/IAM (FKA TRANSPORTATION COMMUNICATI,38368,TRANSPORTATION COMMUNICATIONS NATIONAL UNION/IAM (FKA TRANSPORTATION COMMUNICATI,2020,third_quarter,RET,"Railroad Retirement Board (RRB) - TCU meets regularly with representatives of the Railroad Retirement Board to discuss issues related to the trust's funding status, potential policy changes by the Board, implementation of Railroad Unemployment expansions and extensions, and other matters.","AMTRAK - Natl Railroad Passenger Corporation,Federal Railroad Administration,HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Railroad Retirement Board,SENATE,Surface Transportation Board (STB),Transportation, Dept of (DOT)",,80000,0,0,2020-10-19T15:19:33.607000-04:00
2519054,28ebb57f-d14c-4b38-93de-ebc33de38d64,Q3,ALLIANCE FOR RETIRED AMERICANS,67238,ALLIANCE FOR RETIRED AMERICANS,2020,third_quarter,RET,"1. Proposals to change the Social Security annual Cost of Living Adjustment formula 
2. Proposals to raise the Social Security normal retirement age 
3. Proposals to ""means test"" Social Security benefits 
4. Beneficiary information available through Social Security Administration field offices 
5. Status of the Social Security Disability Insurance Trust Fund 
6. Closing of Social Security Administration field offices 
7. Implementation of the Multiemployer Pension Reform Act of 2014 
8. Status of Social Security Disability claims backlog  
9. U.S. House and Senate Expand Social Security Caucuses 
10. Social Security Administration online COLA notifications 
11. Proposals for loan guarantees for multi-employer pension plans 
12. Proposals for multiple employer retirement accounts 
13. H.R. 860, Social Security Act 2100, entire bill
14. H.R. 1540, Protecting Our Widows and Widowers in Retirement (POWR) Act, entire bill 
15. H.R. 1170, Social Security Expansion Act, entire bill
16. S. 478, Social Security Expansion Act, entire bill
17. Nominations for Social Security Public Trustees
18. H.R. 397, Rehabilitation for Multiemployer Pensions Act, entire bill
19. H.R. 2654, Strengthening Social Security Act of 2019, entire bill
20. H.R. 4540, Public Servants Protection and Fairness Act, entire bill
21. Social Security Administration field office hours opening and closing
22. Electronic disclosure and notification of pension plan information
23. S. 2254, Butch Lewis Act of 2019, entire bill 
24. H.R. 5306, Know Your Social Security Act, entire bill
25. S. 2989, Know Your Social Security Act, entire bill
26. H.R. 6356, Emergency Social Security Benefits Improvement Act, entire bill
27. Social Security Administration policy on benefits overpayments
28. H.R. 8171, Save our Social Security Now Act, entire bill
29. H.R. 141, Social Security Fairness Act of 2019, entire bill
30. U.S. Department of Labor proposed final fiduciary rule, June 29, 2020, entire rule","Centers For Medicare and Medicaid Services (CMS),Food & Drug Administration (FDA),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),Pension & Welfare Benefits Administration,SENATE,Social Security Administration (SSA)",,70000,0,0,2020-10-19T15:22:39.573000-04:00