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
2674594,2eaa7409-ae49-4759-bb0c-ae867d99d97a,Q3,"CARLOW CONSULTING, LLC",401104840,SCHOOL EMPLOYEES RETIREMENT SYSTEM OF OHIO,2021,third_quarter,RET,"Continued advocacy on the Windfall Elimination Provision (WEP) in the House and Senate. On April 1, Chairman Richard Neal (D-MA) introduced H.R. 2337, a bill to amend title II of the Social Security Act to provide an equitable Social Security formula for individuals with noncovered employment and to provide relief for individuals currently affected by the Windfall Elimination Provision. 

Monitored H.R. 82, the Social Security Fairness Act of 2021, which repeals provisions that reduce Social Security benefits for individuals who receive other benefits, such as a pension from a state or local government, eliminates the government pension offset and the windfall elimination provision. These changes would be effective for benefits payable after December 2021. 

On April 22, Senator Sherrod Brown (D-OH) reintroduced his bill to amend title II of the Social Security Act to repeal the government pension offset (GPO) and windfall elimination provisions (WEP). The bill is S. 1302.

On May 20, Senators Rob Portman (R-OH) and Ben Cardin (D-MD) introduced their bipartisan legislation, S. 1770, a bill to amend the Internal Revenue Code of 1986 to reform retirement provisions, and for other purposes. SERS is following this bill. 

On May 20, Senators Patty Murray (D-WA) and Tina Smith (D-MN) introduced S. 1762, a bill to amend the Employee Retirement Income Security Act of 1974 to permit retirement plans to consider certain factors in investment decisions. SERS is following the bill.

Chairman Richard Neal (D-MA) and Ranking Member Kevin Brady (R-TX), serving on the House Committee on Ways and Means, introduced H.R. 2954, the Securing a Strong Retirement Act of 2021, or SECURE Act 2.0. SERS is following the bill.","Centers For Medicare and Medicaid Services (CMS),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE",9999,,0,0,2021-09-01T19:48:20.497000-04:00
2674600,d63cf501-15b7-4308-a74e-6a466e4d52df,3T,"CARLOW CONSULTING, LLC",401104840,SCHOOL EMPLOYEES RETIREMENT SYSTEM OF OHIO,2021,third_quarter,RET,"Continued advocacy on the Windfall Elimination Provision (WEP) in the House and Senate. On April 1, Chairman Richard Neal (D-MA) introduced H.R. 2337, a bill to amend title II of the Social Security Act to provide an equitable Social Security formula for individuals with noncovered employment and to provide relief for individuals currently affected by the Windfall Elimination Provision. 

Monitored H.R. 82, the Social Security Fairness Act of 2021, which repeals provisions that reduce Social Security benefits for individuals who receive other benefits, such as a pension from a state or local government, eliminates the government pension offset and the windfall elimination provision. These changes would be effective for benefits payable after December 2021. 

On April 22, Senator Sherrod Brown (D-OH) reintroduced his bill to amend title II of the Social Security Act to repeal the government pension offset (GPO) and windfall elimination provisions (WEP). The bill is S. 1302.

On May 20, Senators Rob Portman (R-OH) and Ben Cardin (D-MD) introduced their bipartisan legislation, S. 1770, a bill to amend the Internal Revenue Code of 1986 to reform retirement provisions, and for other purposes. SERS is following this bill. 

On May 20, Senators Patty Murray (D-WA) and Tina Smith (D-MN) introduced S. 1762, a bill to amend the Employee Retirement Income Security Act of 1974 to permit retirement plans to consider certain factors in investment decisions. SERS is following the bill.

Chairman Richard Neal (D-MA) and Ranking Member Kevin Brady (R-TX), serving on the House Committee on Ways and Means, introduced H.R. 2954, the Securing a Strong Retirement Act of 2021, or SECURE Act 2.0. SERS is following the bill.","Centers For Medicare and Medicaid Services (CMS),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE",6666,,0,1,2021-09-01T19:54:21.027000-04:00
2675025,40c0875f-ab95-4f69-92cb-938fd32dd0a7,Q3,MR. MARK REY,400454181,NATIONAL OLDER WORKERS CAREER CENTER,2021,third_quarter,RET,Assisting retired federal workers secure new employment opportunities,"HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),SENATE,U.S. Forest Service",6000,,0,0,2021-09-23T16:51:42.117000-04:00
2675702,a587bb18-badf-47c4-b2c0-4def1470342b,Q3,"INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO",50400,INTERNATIONAL UNION OF POLICE ASSOCIATIONS AFL-CIO,2021,third_quarter,RET,"HR82, HR2337, S 129, HR2936, HR 3071, S 1511, HR 3595, HR 2936","HOUSE OF REPRESENTATIVES,SENATE",,20000,0,0,2021-10-01T11:14:09.807000-04:00
2676126,142afb8e-bc62-45f3-b69c-93803d81dda6,Q3,"THE MAJORITY GROUP, LLC",400713141,INTEGRATED STRATEGIES GROUP ON BEHALF OF ASSOC. OF ADMINISTRATIVE LAW JUDGES,2021,third_quarter,RET,reforms to social security benefit claims adjudication,"HOUSE OF REPRESENTATIVES,SENATE",15000,,0,0,2021-10-04T11:37:46.967000-04:00
2676210,f699c6a5-5366-49ec-a64e-0eeafea23ab4,Q3,NATIONAL ASSOCIATION OF POSTAL SUPERVISORS,401075023,NATIONAL ASSOCIATION OF POSTAL SUPERVISORS,2021,third_quarter,RET,"H.R. 82/S. 1302 - the Social Security Fairness Act, legislation is repeal the Government Pension Offset and the Windfall Elimination Provision 

H.R. 2337, the Public Servants Protection and Fairness Act

H.R. 304, the Equal COLA Act

H.R. 4315, the Fair COLA for Seniors Act","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)",,15000,0,0,2021-10-04T15:55:19.027000-04:00
2676671,882f0b34-bc03-4fb6-ae78-03ac3203fb14,Q3,"DOUCET CONSULTING SOLUTIONS, LLC",401104418,LOUISIANA SHERIFFS' ASSOCIATION,2021,third_quarter,RET,"Support of the Public Servants Protection and Fairness Act of 2021, H.R. 2337","HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE,Treasury, Dept of",10000,,0,0,2021-10-06T12:49:52.277000-04:00
2676760,65de5fda-9d0c-41a5-90d2-0dbb480978dd,Q3,RICH FEUER ANDERSON,84775,BLACKROCK FUNDS SERVICES GROUP LLC (FORMERLY BLACKROCK CAPITAL MANAGEMENT INC.),2021,third_quarter,RET,"Issues related to retirement security and savings, including retirement income products and retirement income disclosures and H.R.2594, the ""Securing a Strong Retirement Act of 2021.""","HOUSE OF REPRESENTATIVES,SENATE",80000,,0,0,2021-10-06T15:32:20.587000-04:00
2677242,3fdb9fba-e1d2-4e1e-881a-ea9c2877cd27,Q3,AMAC ACTION,401104675,AMAC ACTION,2021,third_quarter,RET,"healthcare reform solutions and legislation, Social Security reform solutions and legislation","Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,SENATE",,107812,0,0,2021-10-08T09:12:11.597000-04:00
2677339,fd354232-2916-4cdc-a601-c3b35876e4ef,Q3,THE ESOP ASSOCIATION,13858,ESOP ASSOCIATION,2021,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. 1319, American Rescue Plan Act of 2021, all provisions relating to SBA loans, lending, unemployment, taxes and credit.","HOUSE OF REPRESENTATIVES,SENATE",,20000,0,0,2021-10-08T13:04:59.003000-04:00
2677483,89b7594a-2cc8-4a29-b0f7-ed74629853e2,Q3,POYNER SPRUILL LLP,400563685,AMERICAN RETIREMENT ASSOCIATION,2021,third_quarter,RET,"Retirement plan correction programs, retirement plan reporting and disclosures.",Internal Revenue Service (IRS),30000,,0,0,2021-10-08T17:01:52.600000-04:00
2677538,447ff85f-2040-42ca-8e19-0e58fbce69a6,Q3,DENT STRATEGIES,401105616,CUNA MUTUAL GROUP,2021,third_quarter,RET,"s. 1770, Retirement Savings and Security Act - promote employer sponsorship of retirement savings plans and employees participation in plans
H.R. 2954, Secure a Strong Retirement Act - promote employer sponsorship of retirement savings plans and employees participation in plans
H.R. 2917/S. 1443, Retirement Parity for Student Loans Act - allow employers to make matching contributions to a 401(k) plan while their employees make student loan payments
2022 Budget Reconciliation to Build Back Better - retirement security provisions","HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2021-10-09T12:42:11.267000-04:00
2677957,ddb0fe7a-975e-454e-b57a-cd7ad6b99a5b,Q3,HOLLAND & KNIGHT LLP,18466,"CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.",2021,third_quarter,RET,Educating members of Congress and staff on financial planning business tax incentives and retirement issues and policy.,"HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2021-10-11T15:12:18.987000-04:00
2678013,6aa54efb-d7d3-42d0-84bc-56d88cdcb42e,Q3,"PAYCHEX, INC.",401104380,"PAYCHEX, INC.",2021,third_quarter,RET,"H.R. 2954, the Securing a Strong Retirement Act of 2021
Retirement Security & Savings Act (S. 1770)
Promoting clarity around the SECURE Act implementation
Pooled Employer Plan rules  
Small business access to 401(k) plans","HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),SENATE,Small Business Administration (SBA),Treasury, Dept of",,30000,0,0,2021-10-11T15:43:32.067000-04:00
2678266,12a1e322-9d3a-4942-8e4d-45670baab43d,Q3,NATIONAL RURAL LETTER CARRIERS' ASSOCIATION,28526,NATIONAL RURAL LETTER CARRIERS' ASSOCIATION,2021,third_quarter,RET,"H.R.82-""Social Security Fairness Act of 2021""-this legislation repeals provisions that would reduce Social Security benefits for individuals who receive other benefits such as a pension from a state or local government, and eliminates the GPO and WEP.  The NRLCA has not taken a position.
H.R.2337-""Public Servants Protection and Fairness Act"", this legislation offsets the WEP and provides limited relief for those beneficiaries impacted.  The NRLCA has not taken a position.","HOUSE OF REPRESENTATIVES,SENATE",,125000,0,0,2021-10-12T10:22:27.280000-04:00
2678445,9e3176a8-43ee-45e8-bba4-ca9d63e2a98a,Q3,"FORSCEY, PLLC",52880,"WRITERS GUILD OF AMERICA, WEST",2021,third_quarter,RET,Work in support of additional legislation and implementing regulations to the American Recovery Act provision that provided direct grants to certain distressed multi-employers to make up for funding shortfalls in such plans and to improve funding of the Pension Benefit Guaranty Corporation (PBGC).,"Federal Communications Commission (FCC),Federal Trade Commission (FTC),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of",30000,,0,0,2021-10-12T12:27:18.117000-04:00
2678450,4ba1ea98-87e1-4ae0-b432-2b2bcc578d50,Q3,NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS,26901,NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS,2021,third_quarter,RET,"Issues related to IRA and pension reform.  Issues related to investment advice in connection with retirement products.  Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.","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",,430764,0,0,2021-10-12T12:28:18.663000-04:00
2678733,bded8cf0-f7cf-4dd0-947e-e69189da13c6,Q3,TREA SENIOR CITIZENS LEAGUE,38426,TREA SENIOR CITIZENS LEAGUE,2021,third_quarter,RET,"Social Security Cost of Living Adjustment, Social Security Reform, Repeal of the Windfall Elimination Provision and the Government Pension Offset, High cost of prescription drugs, Special Stimulus for Social Security Recipients.","HOUSE OF REPRESENTATIVES,SENATE",,5646,0,0,2021-10-12T15:41:52.413000-04:00
2678925,7b75040f-b6a8-45d4-8c2d-6a02d1c8130c,Q3,SMART USA CO,401105823,SMART USA CO,2021,third_quarter,RET,"Issues related to retirement savings, small business retirement plan coverage, small business start-up credit, Pooled Employer Plans, lifetime income, Savers Credit, access to portable savings arrangements, QLACs, required minimum distribution age, child savings accounts, and automatic retirement plan or IRA arrangements. H.R. 4523, Automatic Retirement Plan Act (115th Congress). S. 2370, Automatic IRA Act (116th Congress). H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes (116th Congress). S. 3764, Young American Savers Act (116th Congress). H.R. 1319, the American Rescue Plan Act. S. 1703, Improving Access to Retirement Savings Act. H.R. 2913, Encouraging Americans to Save Act.  H.R. 2954, Securing a Strong Retirement Act. S. 1770, Retirement Security and Savings Act. H.R. 5376, Build Back Better Act.","HOUSE OF REPRESENTATIVES,SENATE",,20000,0,0,2021-10-13T02:52:45.447000-04:00
2678979,21376626-6bbb-4997-aa33-4c5c6f6616b3,Q3,"MELTSNER STRATEGIES, LLC",401079030,NATIONAL ORGANIZATION OF SOCIAL SECURITY CLAIMANTS' REPRESENTATIVES,2021,third_quarter,RET,"Fee increase for Social Security Claimants' Representatives
Stop The Wait Act (yet unnumbered)","HOUSE OF REPRESENTATIVES,SENATE",22500,,0,0,2021-10-13T10:00:02.807000-04:00
2679032,ffe49e03-e2dd-4143-bd96-c55325d039af,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,2021,third_quarter,RET,"Monitor SEC's Regulation Best Interest
Lobby in favor of H.R. 6994/S. 3795 from the 116th Congress, the Registered Index Linked Annuity Act

Regarding the Department of Labors Financial Factors in Selecting Plan Investments, support changes to prevent the Department from requiring plan
fiduciaries to select investments based solely on pecuniary factors and prohibiting consideration of Environmental, Societal, and Governmental
factors. (No specific bills.)

H.R. 2954, the Securing a Strong Retirement Act of 2021.

S.1443, The Retirement Parity for Student Loans Act.","Commodity Futures Trading Commission (CFTC),HOUSE OF REPRESENTATIVES,Risk Management Agency,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,560000,0,0,2021-10-13T10:40:16.960000-04:00
2679228,5c301591-1961-42a0-b9eb-e9694ca60766,Q3,DAVIS & HARMAN LLP,11674,LINCOLN NATIONAL CORPORATION,2021,third_quarter,RET,"Comprehensive pension and retirement savings legislation. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures.  Issues related to paid family, sick, and medical leave. S. 1770, Retirement Security and Savings Act. S. 2370, Automatic IRA Act (116th Congress). H.R. 2954, Securing a Strong Retirement Act. H.R. 5376, Build Back Better Act.","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2021-10-13T12:28:11.297000-04:00
2679578,64701d0d-2c48-474e-934a-e5b4dbbd5f22,Q3,INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES,401105446,INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES,2021,third_quarter,RET,Oppose the Giving Retirement Options to Workers Act,"HOUSE OF REPRESENTATIVES,SENATE,U.S. Trade Representative (USTR)",,60000,0,0,2021-10-13T16:50:57.530000-04:00
2679716,a4cacffc-2cbe-4766-bd5c-69a86c1c8ff7,Q3,"CASSIDY & ASSOCIATES, INC.",8453,SOCIETY OF ACTUARIES,2021,third_quarter,RET,General legislative issues related to actuarial profession,"HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",20000,,0,0,2021-10-13T23:02:33.397000-04:00
2679788,6ad7b2e1-8876-432e-a3cc-5759b360d0c1,Q3,"DUTKO WORLDWIDE, LLC",12868,ACCENTURE FEDERAL SERVICES LLC,2021,third_quarter,RET,Monitor IT Modernization at the Social Security Administration. Support language to accelerate IT modernization efforts at SSA.,"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,,0,0,2021-10-14T09:41:54.140000-04:00
2680243,41c2b3ae-628b-4de0-8aee-a1515c88d33c,Q3,"NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC.",26980,"NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC.",2021,third_quarter,RET,Social Security Fairness Act; Public Servants Protection and Fairness Act; Public Safety Retirees Healthcare Protection Act; Expanding Health Care Options for Early Retirees Act; Securing a Strong Retirement Act; Police and Fire Healthcare Protection Act,"Bureau of Justice Assistance,Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Office of Justice Program,SENATE",,40000,0,0,2021-10-14T12:50:40.260000-04:00
2680273,f8de370e-e885-4acb-94a7-aa10768fd1f3,Q3,TRUCKER HUSS APC,400537609,WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND,2021,third_quarter,RET,"GROW Act, Multiemployer pension funding and solvency, PBGC premiums","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of",,,0,0,2021-10-14T13:07:49.357000-04:00
2680307,60660239-3c41-43cd-9ac1-da1e439fd092,Q3,"BLACKROCK FUNDS SERVICES GROUP, LLC",400534597,BLACKROCK FUNDS SERVICES GROUP LLC,2021,third_quarter,RET,"ESG Rule/DOL
Proxy Rule/DOL
HR 2954, ""Securing a Strong Retirement Act of 2021""
S 5064, ""Improving Access to Retirement Savings Act""
HR 5376, ""Build Back Better Act""","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",,320000,0,0,2021-10-14T13:26:59.277000-04:00
2680380,4f7f66a3-c9be-4943-bf9b-ca469485bc75,Q3,DAVIS & HARMAN LLP,11674,EDWARD JONES INVESTMENTS,2021,third_quarter,RET,"Proposals related to small business retirement issues and retirement savings issues. SIMPLE IRAs. Partnership tax issues. Required minimum distribution issues. Proposals to assist military spouses. Issues related to Code Section 199A. S. 321, Retirement Security Act (116th Congress). H.R. 4117, IRA Preservation Act (116th Congress).   H.R. 1453/S. 1273, Military Spouses Retirement Security Act. S. 1703, Improving Access to Retirement Savings Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress), S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. S. 1233/H.R. 821, Small Business Tax Fairness and Compliance Simplification Act. H.R. 5376, Build Back Better Act.","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2021-10-14T13:58:14.500000-04:00
2680386,74da482a-ba32-41e5-8129-a0e87dd646c4,Q3,DAVIS & HARMAN LLP,11674,LPL FINANCIAL,2021,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 Code Section 199A. 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 (116th Congress). S. 1770, Retirement Security and Savings Act. S. 321, Retirement Security Act (116th Congress). S. 1272, SIMPLE Plan Modernization Act. H.R. 8083, Preserving Employee Retirement Savings Act (116th Congress). S. 1703, Improving Access to Retirement Savings. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). S. 1233, Small Business Tax Fairness and Compliance Simplification Act. H.R. 5376, Build Back Better Act.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2021-10-14T14:00:16.517000-04:00
2680460,4ab65de0-f31e-453e-90d4-c001e3e2909c,Q3,DAVIS & HARMAN LLP,11674,FMR LLC,2021,third_quarter,RET,"Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creating of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Qualified plan issues. Proposals related to self correcting inadvertent plan errors. Proposals related to electronic disclosure. S. 1770, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). S. 1272, SIMPLE Plan Modernization Act. S. 321, Retirement Security Act (116th Congress). Issues related to e-notarization. S. 1443/H.R. 2917, Retirement Parity for Student Loans Act. S. 1625, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. S. 1703, Improving Access to Retirement Savings. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). H.R. 5376, Build Back Better Act.","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2021-10-14T14:26:33.723000-04:00
2680468,c3a63bf4-fc47-4db2-8f0b-6fef2866c422,Q3,DAVIS & HARMAN LLP,11674,SMART USA CO.,2021,third_quarter,RET,": Issues related to retirement savings, small business retirement plan coverage, small business start-up credit, Pooled Employer Plans, lifetime income, Savers Credit, access to portable savings arrangements, QLACs, required minimum distribution age, child savings accounts, and automatic retirement plan or IRA arrangements. H.R. 4523, Automatic Retirement Plan Act (115th Congress). S. 2370, Automatic IRA Act (116th Congress). H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes (116th Congress). S. 3764, Young American Savers Act (116th Congress). H.R. 1319, the American Rescue Plan Act. S. 1703, Improving Access to Retirement Savings Act. H.R. 2913, Encouraging Americans to Save Act.  H.R. 2954, Securing a Strong Retirement Act. S. 1770, Retirement Security and Savings Act. H.R. 5376, Build Back Better Act.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2021-10-14T14:28:36.373000-04:00
2680484,2c34ffb3-3f73-4718-9f2d-2c5ef448d88e,Q3,DAVIS & HARMAN LLP,11674,BROKER/DEALER COORDINATION GROUP,2021,third_quarter,RET,Issues related to the effect of the Department of Labor's fiduciary definition regulation and coordination of such regulation with SEC broker/dealer stand of care. Legislative proposals to address the fiduciary issue or the SEC standard of care. State fiduciary rules.,"HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2021-10-14T14:32:42.110000-04:00
2680501,0fd17074-52b1-40d5-9592-0c219a1b7d5a,Q3,DAVIS & HARMAN LLP,11674,NATIONAL RURAL ELECTRIC COOPERATIVE ASSN,2021,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. Proposals related to defined benefit plan administration. Proposals related to employee tax credit for employer retirement contributions. Issues related to Internal Revenue Code Section 415. S. 1770, Retirement Security and Savings Act. S. 2352, Retirement Security Preservation Act (116th Congress). S. 2913/H.R. 5202, Protecting Critical Services for Mothers and Babies Act (116th Congress). S. 1625, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. H.R. 8083, Preserving Employee Retirement Savings Act (116th Congress). S. 1703, Improving Access to Retirement Savings Act. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). H.R. 5376, Build Back Better Act.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2021-10-14T14:35:45.230000-04:00
2680511,86bb1446-bf1a-4287-8104-ff09951d754d,Q3,DAVIS & HARMAN LLP,11674,AMERICAN BENEFITS COUNCIL,2021,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 nonqualified deferred compensation. Issues related to Internal Revenue Code Section 162(m). Issues related to tax incentives for retirement savings. Issues related to electronic notarization. Proposals related to environmental, social, and governance plan investments and proxy voting. 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 related 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. Child Savings Accounts. Proposals related to the establishment of savings accounts for emergencies. Proposals related to disaster relief. H.R. 4523, the Automatic Retirement Plan Act (115th Congress).  Proposals related to self-correcting inadvertent plan errors. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). H.R. 4830, Pension and Budget Integrity Act. H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). S. 1272, SIMPLE Plan Modernization Act. H.R. 1084, Family Savings Act (116th Congress). S. 1443/H.R. 2917, Retirement Parity for Student Loans Act. S. 1770, Retirement Security and Savings Act. S. 2370, Automatic IRA Act (116th Congress). S. 1730, Retirement Savings Lost and Found Act. S. 3814, RESTART Act (116th Congress). S. 5064, A bill to amend the Internal Revenue Code of 1986 to increase retirement savings, to improve retirement plan administration (116th Congress). H.R. 2954, Securing A Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes (116th Congress). H.R. 409/H.R. 423, Emergency Pension Plan Relief Act. H.R. 1319, the American Rescue Plan Act. S 1870, Enhancing Emergency and Retirement Savings Act of 2021. H.R. 4678/S. 2446, Women's Retirement Protection Act. H.R. 5376, Build Back Better Act.","HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2021-10-14T14:40:49.547000-04:00
2680530,e923ed52-17e9-46cc-88f4-140ac98af227,Q3,DAVIS & HARMAN LLP,11674,TRANSAMERICA LIFE INSURANCE COMPANY,2021,third_quarter,RET,"Proposals related to retirement plans for small business. Proposals to reform the multiple employer plan rules.  Proposals related to ABLE accounts. Issues related to defined benefit plan funding. 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. Plan consolidation. Issues related to PEP trustees. Issues related to audits of groups of plans. Proposals to amend the Internal Revenue Code and ERISA to avoid duplicative annual reporting, including H.R. 982 and S. 354. S. 1770, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). 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. 2741, Public Service Retirement Fairness Act. S. 1625, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. S. 1703, Improving Access to Retirement Savings. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). H.R. 423/H.R. 409, Emergency Pension Plan Relief Act. H.R. 1319, the American Rescue Plan Act. H.R. 5376, Build Back Better Act.","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2021-10-14T14:47:55.270000-04:00
2680557,12775517-3004-4f8b-90c1-0889662cce53,Q3,DAVIS & HARMAN LLP,11674,GIRL SCOUTS OF THE USA,2021,third_quarter,RET,Pension funding issues. PBGC related issues.,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2021-10-14T14:49:58.123000-04:00
2680560,a327a4b2-b10a-42d0-b51a-13ae11df525d,Q3,DAVIS & HARMAN LLP,11674,NATIONWIDE INSURANCE COMPANIES,2021,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. H.R. 1439, Increasing Access to a Secure Retirement Act (116th Congress). S. 1770, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). S. 321, Retirement Security Act (116th Congress). Proposals related to ETFs and variable annuities. H.R. 2951, To direct the Secretary of the Treasury to modify certain regulations relating to insurance dedicated exchange traded funds. S. 1703, Improving Access to Retirement Savings Act. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). H.R. 1319, the American Rescue Plan Act. S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 5376, Build Back Better Act.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2021-10-14T14:54:59.230000-04:00
2680563,b31f40a7-378e-42fd-8648-007dbff4c9ce,Q3,DAVIS & HARMAN LLP,11674,STATE STREET BANK AND TRUST CO.,2021,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. H.R. 1907, Retirement Security for American Workers Act (116th Congress). Proposals related to environmental, social, and governance criteria in plan investments and proxy voting. Child Savings Accounts. H.R. 4523, the Automatic Retirement Plan Act (115th Congress). 403(b) investments. Annuity defaults. Annuity tax credits. S. 1770, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). S. 321, Retirement Security Act (116th Congress). H.R. 2741, Public Service Retirement Fairness Act. S. 1703, Improving Access to Retirement Savings. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). H.R. 1319, the American Rescue Plan Act. S. 1870, Enhancing Emergency and Retirement Savings Act of 2021. H.R. 5376, Build Back Better Act. H.R. 2913, Encouraging Americans to Save Act.","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2021-10-14T14:57:59.777000-04:00
2680574,97b4e0a9-26ab-42ad-a326-76e8d1d5c769,Q3,DAVIS & HARMAN LLP,11674,WILLIS NORTH AMERICA INC,2021,third_quarter,RET,"Issues related to government issued mortality tables. Issues related to tax incentives for retirement savings. Retirement assumption issues. S. 1770, Retirement Security and Savings Act. H.R. 2954, Securing a Strong Retirement Act. H.R. 5376, Build Back Better Act.","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2021-10-14T14:59:01.197000-04:00
2680684,ba29888d-2b4b-46ce-89bf-bfc25d145d19,Q3,"BUILDING AND CONSTRUCTION TRADES DEPT., AFL-CIO",7383,BUILDING AND CONSTRUCTION TRADES DEPT AFL-CIO,2021,third_quarter,RET,Lobbied for pension reform regulations for multiemployer plans. No bill number.,"Commerce, Dept of (DOC),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),Labor, Dept of (DOL),SENATE,Transportation, Dept of (DOT),Veterans Affairs, Dept of (VA),White House Office",,280000,0,0,2021-10-14T16:24:35.257000-04:00
2680865,2cd4f212-8d57-42da-bfc7-941a18c99954,Q3,NATIONWIDE MUTUAL INSURANCE COMPANY,26411,NATIONWIDE MUTUAL INSURANCE COMPANY,2021,third_quarter,RET,"ISSUE Investment Advice Standard of Conduct
HR 699, Mutual Fund Litigation Reform Act - amend the Investment Company Act of 1940 to provide complaint and burden of proof requirements for certain actions for breach of fiduciary duty
HR 725/S 153, Personalized Care Act - amend the Internal Revenue Code of 1986 to expand and improve health savings accounts, and for other purposes.
HR 984, Retirement Inflation Protection Act - allows the basis of certain assets to be adjusted for inflation solely for the purpose of determining the gain or loss.
S 380, Health Savings Act - modifies the requirements for health savings accounts (HSAs).
HR 1584, Protecting Retirement Savers and Everyday Investors Act - impose a limitation on taxation and fees on transactions by certain securities industry participants. 
HR 1618/S 606, RESPOND Act - require the FRB and SEC to issue an annual report on the economic costs caused by the impacts of climate change, to require the Federal Retirement Thrift Investment Board to establish a Federal Advisory Panel on the Economics of Climate Change. 
S 1443Retirement Parity for Student Loans Act -- allows certain employer-sponsored retirement plans to make matching contributions for an employee's student loan payments
HR 2951 To direct the Secretary of the Treasury to modify Treasury Regulations relating to insurance-dedicated exchange-traded funds - enables ETFs as investment option in variable insurance products
HR 2954 Securing a Strong Retirement Act of 2021 -- To increase retirement savings, simplify and clarify retirement plan rules, and for other purposes.
HR 2944 Reducing the Maximum Service Requirement for Long-term Part-time Workers to Make Elective Deferrals to 401(k) Plans Act -- to reduce the retirement plan period of service requirements for long-term, part-time employees.
S 1703Improving Access to Retirement Savings Act of 2021 -- to increase retirement savings, to improve retirement plan administration, and for other purposes.
S 1770Retirement Security & Savings Act -- to increase retirement savings, to improve retirement plan administration, and for other purposes.
HR 3387/S 1762 Financial Factors in Selecting Retirement Plan Investment Act -- to permit retirement plans to consider certain factors in investment decisions.
S 1870Enhancing Emergency and Retirement Savings Act of 2021 -- permits penalty-free distributions from tax-exempt retirement plans for emergency personal expenses.
S 1272SIMPLE Plan Modernization Act -- increases the contribution limits for certain SIMPLE IRAs and modifies the requirements for replacing SIMPLE IRAs with 401(k) plans.
HR 2741 Public Service Retirement Fairness Act -- To modify rules relating to 403(b) plans.
HR 4262 Increasing Investor Opportunities Act - To amend the Investment Company Act of 1940 to prohibit limitations on closed-end companies investing in private funds
S 2206Young American Savers Act of 2021 - directs the Department of the Treasury to establish as a permanent program the Federal Child Savings Account Program
HR 4289 Well-Being Insurance for Seniors to be at Home (WISH) Act - to provide for long-term care insurance benefits 
HR 2913/S 2452 Encouraging Americans to Save Act - to provide matching payments for retirement savings and establish MyRA
HR 4678/S 2446 Womens Retirement Protection Act of 2021 - to provide for greater spousal protection under defined contribution plans
S 2415Long-Term Care Affordability Act - allows the use of tax-exempt retirement plan distributions to pay for long-term health care insurance
S 2583To amend the Internal Revenue Code of 1986 to provide for rules for the use of retirement funds in connection with federally declared disasters - allows penalty-free distributions from tax-exempt retirement plans for a federally declared disaster
HR 5334/S 2870 Portable Retirement and Investment Account (PRIA) Act of 2021 - to establish portable retirement accounts 
S 2602Retirement Security Flexibility Act of 2021 - auto enrollment safe harbor","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)",,640000,0,0,2021-10-14T19:32:41.357000-04:00
2681065,f435def4-704b-4360-8f36-0e8a3adb375a,Q3,PRINCIPAL FINANCIAL GROUP,32178,PRINCIPAL FINANCIAL GROUP,2021,third_quarter,RET,"HR2954 Securing a Strong Retirement Act of 2021
To increase retirement savings, simplify and clarify retirement plan rules, and for other purposes.

S1770 Retirement Security and Savings Act of 2021
To amend the Internal Revenue Code of 1986 to reform retirement provisions, and for other purposes.

S1870 The Enhancing Emergency and Retirement Savings Act of 2021  
The bill is designed to allow DC participants and IRA savers to take limited, penalty-free withdrawals from their DC plans or IRAs, under the premise of assisting with emergency expenses.  

S 1870 Enhancing Emergency and Retirement Savings Act of 2021 (Benet/Lankford): This permits penalty-free distributions, up to $1,000, from tax-exempt retirement plans for emergency personal expenses, limited to one distribution in a calendar year. The bill allows repayment to plans of such distributions over a three-year period.
S 2583 A bill to amend the Internal Revenue Code of 1986 to provide for rules for the use of retirement funds in connection with federally declared disasters (Cassidy/Menendez): This bill allows penalty-free distributions from tax-exempt retirement plans for a federally declared disaster (i.e., a qualified disaster recovery distribution). The bill defines qualified disaster recovery distribution as any distribution within a 180 day period after a disaster declaration that is made to an individual whose principal residence is located in a qualified disaster area (an area for which a major disaster has been declared) and who has sustained an economic loss due to the disaster. The bill sets forth rules for the recontribution of withdrawals from a plan for first-time home purchases or for purchases or construction of a principal residence in a disaster area, and increases the limit on loans from a qualified employer plan that an individual may take in lieu of a distribution.
HR 2741 Public Service Retirement Fairness Act. A bill to generally permit 403(b) plans to invest in collective investment trusts (CIT) 
S 2452 Wyden SAVERS Credit: This bill sets forth provisions to provide matching payments for retirement savings and Individual Retirement Account (IRA) contributions for individuals who have attained the age of 18 years, excluding taxpayer dependents. Specifically, it allows an enhanced 50% tax credit, up to $2,000, for deductible retirement savings contributions and for IRA contributions. The bill also directs the Internal Revenue Service (IRS) to establish the R-Bond Program as a permanent program for the establishment and maintenance of individual retirement plans and directs the IRS to educate taxpayers on the benefits of the savings programs provided by this bill.
S 2446 Spousal Consent: A summary is in progress.","HOUSE OF REPRESENTATIVES,SENATE",,487000,0,0,2021-10-15T09:33:46.417000-04:00
2682017,5faed6cd-d833-4ded-b691-3c4d8b0e8759,Q3,SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN,35068,SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN,2021,third_quarter,RET,"Support Multiemployer Pension System, support Davis-Bacon (Prevailing Wage laws), support proper classification of employees (oppose misclassification)

Oppose repealing Davis-Bacon Act - H.R. 2218

Support amendment to add Davis-Bacon Act coverage to ""The Endless Frontier Act""/Oppose Cornyn-Cotton amendment to remove Davis-Bacon Coverage - S. 1260

Support The Clean Energy for America Act

Oppose Attempts to Weaken or Repeal Davis-Bacon Act in the Bipartisan Infrastructure Package","General Services Administration (GSA),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",,,0,0,2021-10-15T16:10:38.297000-04:00
2682232,5a3e2724-3949-403d-a739-ab26c70882f4,Q3,RICH FEUER ANDERSON,84775,FMR LLC,2021,third_quarter,RET,"Legislation and regulation affecting employee retirement benefits, including H.R.2594, the ""Securing a Strong Retirement Act of 2021.""","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2021-10-15T18:26:31.217000-04:00
2682898,46910c78-f52a-4da7-844b-b7186317c177,Q3,TIBER CREEK GROUP,20744,UNITED SERVICES AUTOMOBILE ASSOCIATION,2021,third_quarter,RET,Implementation of the Setting Every Community Up for Retirement Enhancement Act (PL 116-94); S. 1770 - Retirement Security & Savings Act; H.R. 2954 - The Securing a Strong Retirement Act of 2021.,"HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2021-10-16T14:47:27.647000-04:00
2683201,5d28ce9f-b41d-4b3c-9e7d-f8690a079f50,3A,"BLACKROCK FUNDS SERVICES GROUP, LLC",400534597,BLACKROCK FUNDS SERVICES GROUP LLC,2021,third_quarter,RET,"ESG Rule/DOL
Proxy Rule/DOL
HR 2954, ""Securing a Strong Retirement Act of 2021""
S 5064, ""Improving Access to Retirement Savings Act""
HR 5376, ""Build Back Better Act""","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",,320000,0,0,2021-10-17T09:55:48.703000-04:00
2683265,22f222ef-fd09-46a5-a3aa-da6e14d93b50,Q3,FORBES-TATE,400976792,INSURED RETIREMENT INSTITUTE,2021,third_quarter,RET,Issues related to retirement savings.,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2021-10-17T12:13:09.877000-04:00
2683473,15d9eabe-8926-45e3-a9ae-f594b8902aeb,Q3,CAPITOL COUNSEL LLC,313715,MARCH OF DIMES INC.,2021,third_quarter,RET,Advice and advocacy regarding pension funding.,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2021-10-17T17:10:10.393000-04:00
2683997,bbffa228-0761-47ec-9bf8-982bb29958b2,Q3,BUCHANAN INGERSOLL & ROONEY PC,55291,"THE RITESCREEN COMPANY, LLC",2021,third_quarter,RET,Development of companys government relations objectives and strategy with respect to Coal Act retirees issue.,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2021-10-18T09:57:13.627000-04:00
2684144,be640660-e4ad-45f5-93a2-1eb4cf6114f4,Q3,"MEHLMAN CONSULTING, INC.",284950,TEAMSTER MEMBERS RETIREMENT PLAN,2021,third_quarter,RET,Issues related to Retirement Plans,"HOUSE OF REPRESENTATIVES,SENATE",120000,,0,0,2021-10-18T10:32:50.710000-04:00
2684169,5c3e7275-f994-4ffa-b0ca-d05d21a626d3,Q3,AARP,1694,AARP,2021,third_quarter,RET,"H.R. 5376 Build Back Better Act. 

S. 1770/H.R. 2954, SECURE Act. 

S. 1295/H.R. 2575, the TRUST Act of 2021.

H.R. 4143/S. 2204, the Know Your Social Security Act.

No bill number. Discussed retirement plan portability. 

No bill number - Written statement for hearing entitled Policy Options for Improving SSI (Supplemental Security Income).

H.R. 3914, Social Security Benefits Payment Choice Act of 2021.

H.R. 4851, the Protecting Our Widows and Widowers in Retirement (POWR) Act.

S. 2065/H.R. 3834, the Supplemental Security Income Restoration Act.

No bill number - Discussed the reduction in unemployment benefits due to the receipt of Social Security benefits.

No bill number - Discussed the Social Security earnings limit.

No bill number/reconciliation? - Discussed the Social Security Administration administering and/or funding a federal paid leave program.

No bill number. Discussed the 2021 Social Security Trustees report and the long-term financial security of the program.

No bill number. Discussed the  ocial Security cost-of-living adjustment.

No bill number. Testified during hearing: Building on Bipartisan Retirement Legislation: How Can Congress Help.

No bill number. Discussed retirement plan disclosures and notices.

No bill number. Discussed private-sector retirement reform legislation, 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 fiduciary responsibility issues.

No bill number. Discussed student loan 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 plan issues.

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

No bill number. Discussed Individual Retirement Account (IRA) and Required Minimum Distribution (RMD).

No bill number. Discussed options to improve spend down of retirement savings after retirement.

No bill number. Discussed Savers Tax Credit.

No bill number. Discussed women and retirement security.

S. 2446/H.R. 4678, the Womens Retirement Protection Act.

S. 2452, Encouraging Americans to Save Act.

H.R. 4502, Labor, Health & Human Services Appropriations Act, FY 2022. 

No bill number. Discussed auto-IRA. 

No bill number. Discussed Savers Credit.","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,Defense, Dept of (DOD),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),Internal Revenue Service (IRS),Labor, Dept of (DOL),Natl Institutes of Health (NIH),Office of Management & Budget (OMB),Office of Personnel Management (OPM),Securities & Exchange Commission (SEC),SENATE,Social Security Administration (SSA),Transportation, Dept of (DOT),Treasury, Dept of,Veterans Affairs, Dept of (VA),White House Office",,2980000,0,0,2021-10-18T10:37:55.780000-04:00
2684485,eb381699-c8fa-4260-a7e0-c63b77f18198,Q3,NATIONAL ORGANIZATION OF SOCIAL SECURITY CLAIMANTS' REPRESENTATIVES,28253,NATIONAL ORGANIZATION OF SOCIAL SECURITY CLAIMANTS' REPRESENTATIVES,2021,third_quarter,RET,"Issues related to the Social Security disability application and appeals process (generally, no specific legislation)

H.R 157 Guam Supplemental Security Income Equity Act (generally no specific provisions) 

H.R. 537 Supplemental Security Income Equality Act (generally no specific provisions) 

H.R. 3824 S. 2065  To amend title XVI of the Social Security Act to update eligibility for the supplemental security income program, and for other purposes (general no specific provisions)

H.R. 4003 S. 2108 To amend title II of the Social Security Act to eliminate work disincentives for childhood disability beneficiaries (general no specific provisions) 

Inclusion of H.R. 3824 S. 2065 To amend XVI of the Social Security Act to update eligibility for the supplemental security income program and for other purposes in H.R. 5376 The Build Back Better Act","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Office of Personnel Management (OPM),SENATE,Social Security Administration (SSA)",,50000,0,0,2021-10-18T11:40:15.713000-04:00
2684579,a689a09d-e605-4d2c-9835-14a3bc33c647,Q3,TRINET GROUP INC.,401103456,TRINET GROUP INC.,2021,third_quarter,RET,General educational discussions on employer-sponsored retirement plans and employee access to retirement benefits through employment.,,,175000,0,0,2021-10-18T11:52:39.090000-04:00
2684667,2093b5ae-d6e8-4c5d-9dd2-34a9d69b8f3f,Q3,SQUIRE PATTON BOGGS,30906,AON SERVICE CORPORATION (FKA AON HEWITT),2021,third_quarter,RET,Advice regarding retirement-related legislation and regulatory reform.,"HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2021-10-18T12:03:53.223000-04:00
2685401,ca46665c-df61-4695-920a-d14f232a014a,Q3,COVINGTON & BURLING LLP,11195,UNISYS CORPORATION,2021,third_quarter,RET,Pensions.,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2021-10-18T14:34:05.403000-04:00
2685674,55a08bfb-3428-43f7-9401-dfa66d52cca1,Q3,DYKEMA GOSSETT PLLC,12915,THE ERISA INDUSTRY COMMITTEE,2021,third_quarter,RET,"FAMILY Act and other paid leave issues.
General issues and regulations on retirement.
PBGC premiums.
Securing a Strong Retirement Act of 2021 (SSA).
Retirement Security and Savings Act.
Enhancing Emergency and Retirement Savings Act of 2021.
Building an Economy for Families Act.","Centers For Medicare and Medicaid Services (CMS),Council of Economic Advisers (CEA),Equal Employment Opportunity Commission (EEOC),Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Natl Economic Council (NEC),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of",20000,,0,0,2021-10-18T14:52:55.180000-04:00
2685774,8cad83d8-a953-4f0d-9f90-5986135e51c1,Q3,DYKEMA GOSSETT PLLC,12915,JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.),2021,third_quarter,RET,Lobbied in support of retirement security and pension provisions.,"HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2021-10-18T15:03:15.773000-04:00
2686099,e68bb8ad-6035-4599-9939-1526aa10bb7f,Q3,SIFF & ASSOCIATES PLLC,400665998,"CENTER FOR CAPITAL MARKETS COMPETITIVENESS, U.S. CHAMBER OF COMMERCE",2021,third_quarter,RET,"Amendments to Prohibited Transaction Exemption (PTE) 2020-02 to allow compliance with the SEC's Regulation Best Interest to be a safe harbor that satisfies PTE 2020-02's requirement that a financial institution have policies and procedures that mitigate conflicts of interest. Possible revisions to PTE 2020-02 permitting investment advice fiduciaries to receive compensation for providing advice, including for rollovers from a retirement plan to an IRA. Non-enforcement policy in Department of Labor Field Assistance Bulletin 2018-02 related to new compliance requirements from PTE 2020-02 and the expiration of this non-enforcement policy. Forthcoming Department of Labor proposal regarding the ""Definition of the Term 'Fiduciary'"" (RIN 1210-AC02). Forthcoming Department of Labor proposed rule on ""Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights"" (RIN 1210-AC03) to replace prior administration's final rules regarding ""Financial Factors in Selecting Plan Investments"" (85 Fed. Reg. 39113; June 30, 2020) and ""Fiduciary Duties Regarding Proxy Voting and Shareholder Rights"" (85 Fed. Reg. 81658; December 16, 2020). Internal Revenue Service ""Proposed Revision of Annual Information Return/Reports"" (86 Fed. Reg. 51488; Sept. 15, 2021) regarding section 202 of the SECURE Act requiring implementation of a consolidated Form 5500 annual report for certain groups of similar plans by no later than January 1, 2022.","Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",30000,,0,0,2021-10-18T15:32:27.813000-04:00
2686101,00bf0cd7-2730-4a3f-b086-46d5585de29e,Q3,SIFF & ASSOCIATES PLLC,400665998,UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA,2021,third_quarter,RET,"Implementation of Pub. L. 117-2, the American Rescue Plan Act of 2021, legislation to provide for reconciliation pursuant to Title II of S. Con. Res. 5; Title IX, Subtitle H, Section 9704, Special Financial Assistance Program for Financially Troubled Multiemployer Plans. Proposals for reform of the multiemployer defined benefit pension system to aid plans that do not qualify for Special Financial Assistance in the American Rescue Plan Act of 2021 (no bill introduced).","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE",20000,,0,0,2021-10-18T15:33:28.817000-04:00
2686108,46f24b60-18db-4eb8-a5cf-33eb105f42f3,Q3,SIFF & ASSOCIATES PLLC,400665998,FMR LLC,2021,third_quarter,RET,"Department of Labor proposed class exemption regarding ""Improving Investment Advice for Workers and Retirees"" (85 Fed. Reg. 40834, July 7, 2020). Forthcoming Department of Labor proposed rule on ""Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights"" (RIN 1210-AC03) to replace prior administration's final rules regarding ""Financial Factors in Selecting Plan Investments"" (85 Fed. Reg. 39113; June 30, 2020) and ""Fiduciary Duties Regarding Proxy Voting and Shareholder Rights"" (85 Fed. Reg. 81658; December 16, 2020). Non-enforcement policy in Department of Labor Field Assistance Bulletin 2018-02 related to new compliance requirements from PTE 2020-02 and the expiration of this non-enforcement policy.","Homeland Security, Dept of (DHS),Labor, Dept of (DOL),SENATE",30000,,0,0,2021-10-18T15:34:29.897000-04:00
2686126,5aabd1eb-c4e9-4c04-9c25-5c7b34338393,Q3,SIFF & ASSOCIATES PLLC,400665998,SIGNATORY WALL AND CEILING CONTRACTORS ALLIANCE,2021,third_quarter,RET,"General education concerning the need for additional reforms to the multiemployer pension system, including composite plans. Forthcoming Department of Labor proposed rule on ""Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights"" (RIN 1210-AC03) to replace prior administration's final rules regarding ""Financial Factors in Selecting Plan Investments"" (85 Fed. Reg. 39113; June 30, 2020) and ""Fiduciary Duties Regarding Proxy Voting and Shareholder Rights"" (85 Fed. Reg. 81658; December 16, 2020). Pension Benefit Guaranty Corporation (PBGC) interim final rule regarding ""Special Financial Assistance by PBGC"" (86 Fed. Reg. 36598; July 12, 2021).","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Office of Management & Budget (OMB),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of,White House Office",50000,,0,0,2021-10-18T15:35:33.010000-04:00
2686538,4195aa4a-b6fb-4ba8-be35-3b28c50e11ab,Q3,ALLIED PILOTS ASSOCIATION,40046359,ALLIED PILOTS ASSOCIATION,2021,third_quarter,RET,TAX AND PENSION PLAN ISSUES,"Federal Aviation Administration (FAA),HOUSE OF REPRESENTATIVES,SENATE,State, Dept of (DOS),Transportation, Dept of (DOT)",,170299,0,0,2021-10-18T16:30:01.720000-04:00
2686807,b63ea630-d5e3-4f5a-8495-5ce65f62c668,Q3,HANCE SCARBOROUGH,17443,ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS,2021,third_quarter,RET,"H.R. 1319 The American Rescue Plan Act

H.R. 748 CARES Act 

H.R. 133 Consolidated Appropriations Act, 2021

Public Servants Protection and Fairness Act, H.R. 4540","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2021-10-18T17:27:07.670000-04:00
2687169,a9e60865-f167-41f9-be1d-871438a72e37,Q3,"BROWNSTEIN HYATT FARBER SCHRECK, LLP",7257,AMERIPRISE FINANCIAL,2021,third_quarter,RET,"Issues related to:
Retirement products
Corporate tax
International tax
H.R.3684 - Infrastructure Investment and Jobs Act","HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2021-10-18T20:26:34.433000-04:00
2687208,0994de41-bcc7-4226-8129-2c2129b46ba4,Q3,"RUTLEDGE POLICY GROUP, LLC",401105775,AMERICAN RETIREMENT ASSOCIATION,2021,third_quarter,RET,"Retirement Savings Legislation - all provisions.
SECURE 2.0 (HR 2954) - all provisions
Reconciliation Legislation - retirement plan provisions","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2021-10-18T21:01:45.180000-04:00
2687222,7100d015-8bef-48c8-b5bb-ba4a004c0ef9,Q3,KNIGHT CAPITOL CONSULTANTS,40036301,CNO FINANCIAL GROUP,2021,third_quarter,RET,"Potential issues of interest to the life insurance industry, including those affecting retirement savings, in the infrastructure/reconciliation legislation now being considered 
(Infrastructure, Investment and Jobs Act (H.R. 3684); Build Back Better Act (H.R. 5376).","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2021-10-18T21:04:49.050000-04:00
2687305,f5b9b73e-5394-4259-91e3-3a12afc578dc,Q3,WEST FRONT STRATEGIES LLC,401103493,"PRUDENTIAL FINANCIAL, INC.",2021,third_quarter,RET,Issues related to pension plans.,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2021-10-18T21:58:06.970000-04:00
2687610,bc3ebd22-8e7b-44a8-85ae-8f85b931d250,Q3,ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG),57475,PRUDENTIAL INSURANCE COMPANY OF AMERICA,2021,third_quarter,RET,Retirement and pension policy,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2021-10-19T00:38:24.380000-04:00
2687624,6507341f-40e4-4c12-9f05-0dbc2526cd1f,Q3,ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG),57475,SECURITIES INDUSTRY & FINANCIAL MARKETS ASSN.,2021,third_quarter,RET,"Issues relating to Auto-IRA and SIMPLE IRAs and restrictions on IRA investments under HR 5376, the Build Back Better Act (fiscal year 2022 budget reconciliation bill)","HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2021-10-19T00:47:27.277000-04:00
2688339,b31dac5b-8276-41fd-85a3-f10725873722,Q3,INSURED RETIREMENT INSTITUTE,285494,INSURED RETIREMENT INSTITUTE,2021,third_quarter,RET,"Legislation and rulemaking affecting annuities, variable life products and retirement savings including Biden Administration and Congressional proposals on tax reform. 

DOL - EBSA - Cybersecurity Guidance for Plan Sponsors, Fiduciaries, Record Keepers and Participants.

DOL - EBSA - PTE 2020-02 - Improving Investment Advice for Workers & Retirees.

DOL - EBSA - Financial Factors in Selecting Plan Investments - ZRIN 1210-AB95.

DOL - EBSA - Improving Investment Advice for Workers and Retirees - ZRIN 1210-ZA29.

DOL - EBSA - Pension Benefit Statements-Lifetime Income Illustrations - RIN 1210-AB20.

DOL - EBSA - Fiduciary Duties Regarding Proxy Voting and Shareholder Rights - RIN 1210-AB91.

DOL - OSEC - Rescission of Department of Labor Rule on Guidance (29 CFR Part 89 - RIN 1290-AA41).

DOL - EBSA - Amendment to and Partial Revocation of Prohibited Transaction Exemption (PTE) 84-24 for Certain Transactions Involving Insurance Agents and Brokers, Pension Consultants, Insurance Companies, and Investment Company Principal Underwriters.

EOP - Executive Order on Climate-Related Financial Risk.

EOP - Amending Executive Order 13959 - Addressing the Threat from Securities Investments That Finance Communist Chinese Military Companies (E.O. 13974 of Jan 13, 2021 - 86 FR 4875).

EOP - Executive Order 13990 - Protecting Public Health and the Environment and Restoring Science to Tackle the Climate Crisis (Federal Register/Vol. 86, No. 14 - Monday, January 25, 2021).

FINRA - Comment on Lessons From the COVID-19 Pandemic (Regulatory Notice 20-42).

Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions.

Treasury - IRS Proposed Rulemaking: Multiple Employer Plans (26 CFR Part 1 [REG-121508-18] RIN 1545-BO97).

Treasury - IRS Proposed Rulemaking: Updated Life Expectancy and Distribution Period Tables Used for Purposes of Determining Minimum Required Distributions (26 CFR Part 1 [REG-132210-18] RIN 1545-BP11).

Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions.

SEC - Implementation and Enforcement of Regulation BI and Form CRS.

SEC - Updated Disclosure Requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts (17 CFR Parts 230, 232, 239, 240, 270, and 274).

SEC - Request for Information and Comments on Broker-Dealer and Investment Adviser Digital Engagement Practices, Related Tools and Methods, and Regulatory Considerations and Potential Approaches; Information and Comments on Investment Adviser Use of Technology to Develop and Provide Investment Advice - RIN 3235-AN00 (Release Nos. 34-92766; IA-5833; File No. S7-10-21).

SEC - FINRA - Proposed Rule Change to Amend FINRA Rule 2231 (Customer Account Statements) - SR-FINRA-2021-024.

SEC - FINRA - Proposed Rule Change to Extend the Effectiveness of Temporary FINRA Rule 3110.17 - SR-FINRA-2021-023.

The Automatic Retirement Plan Act of 2017 (H.R. 4523 - 115th Congress).

The Retirement Plan Simplification Act of 2017 (H.R. 4524 - 115th Congress).

The Expanding Access to Retirement Savings for Caregivers Act (H.R. 3078 - 116th Congress).

The Application of ERISA to Insurance Company General Accounts and General Account Contracts (H.R. 7278 - 115th Congress).

Senior Investor Pandemic and Fraud Protection Act - House Financial Services National Security, International Development and Monetary Policy Subcommittee (Discussion Draft).

The Enhancing Emergency and Retirement Savings Act (S.1870-117th Congress).

The Financial Exploitation Prevention Act (H.R. 2265 - 117th Congress).

The Financial Factors in Selecting Retirement Plan Investment Act (S.1762/H.R. 3387-117th Congress).

The Financial Services and General Government Appropriations Act, 2022 (H.R.4345 - 117th Congress).

The Improving Access to Retirement Savings Act of 2021 (S.1703 - 117th Congress).

The Long-Term Care Affordability Act (S.4820 - 116th Congress).

The Military Spouses Retirement Security Act (S. 1273/HR 1453 - 117th Congress).

The Protecting the Right to Organize (PRO) Act (S. 420/H.R. 842-117th Congress).

The Retirement Parity for Student Loans Act (S. 1443/HR 2917 - 117th Congress).

The Retirement Savings Lost and Found Act (S.1730 - 117th Congress).

The Retirement Security and Savings Act of 2021 (S. 1770 - 117th Congress).

The Securing a Strong Retirement Act (H.R.2954 - 117th Congress).

The Securing and Enabling Commerce Using Remote and Electronic Notarization Act (S.1625/H.R. 3962 - 117th Congress).

The Senior Security Act (S.856/H.R.1565 - 117th Congress).

The Servicemember Retirement Improvement Act (H.R. 905 - 116th Congress).

The E-SIGN Modernization Act. (S.4159 - 116th Congress).

The Lifetime Income for Employees Act (HR. 8990 - 116th Congress).

The Secure and Fair Enforcement (SAFE) Banking Act (S.910/H.R. 1996 - 117th Congress).

The Registration for Indexed Linked Annuity (RILA) Act (H.R. 4865 - 117th Congress).

Build Back Better Act (H.R. 5367 - 117th Congress).

Womens Retirement Protection Act (S. 2446/H.R. 4678 - 117th Congress). 

National Defense Authorization Act for Fiscal Year 2022 (S. 2792/H.R. 4350 - 117th Congress). 

Elder Justice Reauthorization and Modernization Act of 2021 (S.2674/H.R.4969 - 117th Congress).

DOL implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94).

Treasury/IRS implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94).

SEC implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94).

Treasury - IRS - Draft of the 2022 IRS Form W-4P and W4-R, Withholding Certificate for Periodic Pension or Annuity Payments.

Treasury - IRS - Notice 2021-03 - Extension of Temporary Relief from the Physical Presence Requirement for Spousal Consents Under Qualified Retirement Plans.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,140000,0,0,2021-10-19T09:32:07.530000-04:00
2688371,1959d0bf-f466-46b4-8a94-de9ee5f80f1d,Q3,CHARTWELL STRATEGY GROUP LLC,401104750,"BOSTON ASSET MANAGEMENT ASSOCIATION, INC.",2021,third_quarter,RET,General company overview for members and staff.,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2021-10-19T09:35:16.200000-04:00
2688434,6ad30978-3ed7-4db8-b6e7-619850ce4f30,Q3,CHARTWELL STRATEGY GROUP LLC,401104750,EMPOWER RETIREMENT LLC (FKA GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY),2021,third_quarter,RET,"General company overview for members and staff, retirement policy, financial services, pension reform.","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2021-10-19T09:41:36.130000-04:00
2688560,7cf6e00e-6730-4e73-856f-8a749c3a7d0d,Q3,CHARTWELL STRATEGY GROUP LLC,401104750,PUTNAM INVESTMENTS,2021,third_quarter,RET,"General company overview for members and staff, retirement policy, tax reform, pension reform","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2021-10-19T09:52:10.137000-04:00
2688746,7c97a9a1-fa1b-4512-85bd-c26fa0c7d495,Q3,NESTLE USA,29037,NESTLE USA,2021,third_quarter,RET,"Implementation guidance related to the multiemployer funding relief provision enacted as part of P.L. No.117-2, the American Rescue Plan Act of 2021.","Agriculture, Dept of (USDA),Food & Drug Administration (FDA),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of,White House Office",,158000,0,0,2021-10-19T10:09:50.293000-04:00
2688926,b80d7e34-3c14-487b-8662-1d335e687eb2,Q3,WINNING STRATEGIES WASHINGTON,50796,NATIONAL TROOPERS COALITION,2021,third_quarter,RET,Retirement Issues,"HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2021-10-19T10:23:23.080000-04:00
2689127,913bf1bd-bb6f-42eb-83d1-c8c390057144,Q3,STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES,83854,STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES,2021,third_quarter,RET,"Retirement savings incentives, including Automatic Retirement Plan Act; Retirement Enhancement and Savings Act; Retirement Plan Simplification and Enhancement Act; Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0; Enhancing Emergency and Retirement Savings Act; Portman-Cardin bill and 403(b) plan use of collective investment trusts; CARES Act guidance; and HEROES Act. DOL ESG regulation. Default annuitization.","Commerce, Dept of (DOC),Commodity Futures Trading Commission (CFTC),Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Natl Economic Council (NEC),Natl Security Council (NSC),Office of Management & Budget (OMB),Office of the Comptroller of the Currency (OCC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,220000,0,0,2021-10-19T10:42:02.797000-04:00
2689159,c31d01ee-91a7-4770-b301-37e99e21c3aa,Q3,COVINGTON & BURLING LLP,11195,"JOHN HANCOCK LIFE INSURANCE COMPANY (USA) (FKA JOHN HANCOCK FIN. SERVICES, INC.)",2021,third_quarter,RET,Retirement; long term care insurance.,"HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE",30000,,0,0,2021-10-19T10:44:08.697000-04:00
2689419,ad68fb8a-ede6-480b-98d5-307f68781e66,Q3,INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS,19753,INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS,2021,third_quarter,RET,"HELPS Retirees benefit technical corrections.
Efforts to undermine public pensions.
Social Security offsets.
Deferred compensation penalty waivers.","Education, Dept of,Environmental Protection Agency (EPA),Federal Communications Commission (FCC),Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Labor, Dept of (DOL),Office of Personnel Management (OPM),SENATE",,130000,0,0,2021-10-19T11:12:58.717000-04:00
2689561,85ff8193-46f2-4476-a520-a3be877ba520,Q3,"WILLIAMS AND JENSEN, PLLC",41454,HOUSTON FIREFIGHTERS RELIEF AND RETIREMENT FUND,2021,third_quarter,RET,Social Security legislation.   H.R.82 - Social Security Fairness Act of 2021.  H.R. 2337 and S. 1302.,"HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",40000,,0,0,2021-10-19T11:28:35.537000-04:00
2689587,71be788a-dda6-4649-9661-2843a4632986,Q3,"WILLIAMS AND JENSEN, PLLC",41454,LOS ANGELES COUNTY EMPLOYEES' RETIREMENT SYSTEM,2021,third_quarter,RET,Social Security legislation.  H.R.82 - Social Security Fairness Act of 2021.  H.R. 2337 and S. 1302.,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2021-10-19T11:30:41.367000-04:00
2689675,372e4505-ff25-4b96-b5af-3bef4b125d55,Q3,THE ERISA INDUSTRY COMMITTEE,13803,ERISA INDUSTRY COMMITTEE,2021,third_quarter,RET,"FAMILY Act and other paid leave issues
General issues and regulations on retirement
Securing a Strong Retirement Act of 2021 (SSA)
Retirement Security and Savings Act
Enhancing Emergency and Retirement Savings Act of 2021
Building an Economy for Families Act
Single-Employer Defined Benefit Issues
Build Back Better Act","Centers For Medicare and Medicaid Services (CMS),Council of Economic Advisers (CEA),Equal Employment Opportunity Commission (EEOC),Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Natl Economic Council (NEC),SENATE,Treasury, Dept of",,60000,0,0,2021-10-19T11:39:05.823000-04:00
2690008,f8a68035-8e47-4950-a12e-a6aea215ef03,Q3,KASOWITZ LLP,401103221,YELLOW CORPORATION,2021,third_quarter,RET,Provide advice and counsel related to pension reform issues.,"HOUSE OF REPRESENTATIVES,SENATE",22685,,0,0,2021-10-19T12:03:25.133000-04:00
2690216,d839a7f4-a1d5-4d0e-a1f3-c689d6f76d1c,Q3,"WILLIAMS AND JENSEN, PLLC",41454,"THE VANGUARD GROUP, INC.",2021,third_quarter,RET,"Retirement and savings issues, generally; Securing a Strong Retirement Act of 2021 (H.R. 2954).  Retirement Security & Savings Act (S. 1770).","HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",60000,,0,0,2021-10-19T12:19:21.487000-04:00
2690349,23ac2376-5558-4b9c-86d0-ba11b09a34df,Q3,"ALLON ADVOCACY, LLC",401104657,YODLEE INC.,2021,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,,0,0,2021-10-19T12:30:48.453000-04:00
2690395,ae1deae6-a527-41fd-a076-bfff262a6bc3,Q3,THE ARC OF THE UNITED STATES,4174,ARC OF THE UNITED STATES,2021,third_quarter,RET,"Improvements to Social Security Act Title II and Title XVI for people with disabilities

Supplemental Security Income program issues, provisions dealing with persons with disabilities

Social Security Disability program issues, provisions dealing with persons with disabilities

Solvency of the Social Security Trust funds

Social Security 2100 Act (S.269, H.R.860) to extend solvency and make benefits improvements

ABLE Age Adjustment Act (H.R.1219/S.331)

SSI Restoration Act

ASSET Act

Stop The Wait Act

Stimulus payments included in the CARES Act, H.R.748","Centers For Medicare and Medicaid Services (CMS),Education, Dept of,Federal Emergency Management Agency (FEMA),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),SENATE",,40000,0,0,2021-10-19T12:38:00.500000-04:00
2690427,9d00f415-d482-49ab-91c4-6370de801a21,Q3,THE RABEN GROUP,61458,SMALL INVESTOR PROTECTION LEAGUE (INFORMAL COALITION),2021,third_quarter,RET,"activist hedge funds and closed end funds
investor protection
Increasing Investor Opportunities Act","HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE",40000,,0,0,2021-10-19T12:41:08.283000-04:00
2690482,cfed2274-2df4-4e08-9830-13e52eabf1b1,Q3,TIBER CREEK GROUP,20744,"THE CAPITAL GROUP COMPANIES, INC. AND ITS AFFILIATES",2021,third_quarter,RET,Issues related to retirement savings; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 1770 - Retirement Security and Savings Act of 2021.,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2021-10-19T12:45:19.793000-04:00
2690496,1248b34e-5c72-4710-962c-ff2bf1bf0e1c,Q3,"ALLON ADVOCACY, LLC",401104657,"FORGE GLOBAL, INC.",2021,third_quarter,RET,Issues related to the treatment of certain retirement accounts under H.R. 5376 - Build Back Better Act.,"HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2021-10-19T12:46:22.983000-04:00
2690537,4276ee81-648a-4618-81ab-a7f5b85c7485,Q3,"WILLIAMS AND JENSEN, PLLC",41454,AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY,2021,third_quarter,RET,Benefit distributions in the form of annuities.  Fiduciary Rule.,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",20000,,0,0,2021-10-19T12:51:31.643000-04:00
2690592,95aed7dd-a443-4e23-8b60-eb4f0ae72c80,Q3,"PORTERFIELD, FETTIG & SEARS, LLC",305054,NATIONAL RETIREMENT FUND,2021,third_quarter,RET,Legislation to provide financial relief to certain multiemployer pension plans.,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2021-10-19T12:57:45.793000-04:00
2690660,7d9f0dd0-5b6c-400b-af75-92be8cbed22b,Q3,AMERICAN COUNCIL OF LIFE INSURERS,2115,AMERICAN COUNCIL OF LIFE INSURERS,2021,third_quarter,RET,"1.Build Back Better Act (Budget Reconciliation): Automatic Retirement Plan inclusion that would mandate retirement plans in the workplace for employers with 5 or more employees. 
2.American Rescue Plan of 2021: Budget reconciliation legislation that included a pay-for that impacts retirement savers. Section 9709 would have implemented a cost-of-living adjustment freeze for the year 2030 and beyond.
3.S. 1870, the Enhancing Emergency and Retirement Savings Act of 2021: The legislation would provide a penalty-free emergency distribution option from employer-sponsored retirement accounts and IRAs. 
4.Portable Retirement and Investment Account Act (PRIA): Creates retirement accounts at birth to help establish lifelong savings/retirement accounts. 
5.S. 222, The American Opportunity Accounts Act: Establishes tax-exempt American Opportunity Accounts to provide children at birth with a $1,000 savings account with annual contributions up to $2,000 depending on family income.  
6.H.R. 2954, Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act: Comprehensive retirement savings legislation. 
7.S. 1272, The SIMPLE Plan Modernization Act: The bill would raise the contribution limit for SIMPLE plans from $13,500 to $16,500 with a corresponding increase in the catch-up limit from $3,000 to $4,750. 
8.S. 1770, The Retirement Security & Savings Act: Comprehensive retirement savings legislation.
9.S. 1703, The Improving Access to Retirement Savings Act of 2021: The bill would expand Open Multiple Employer Plans to include 403(b) accounts, create a safe harbor for correcting employee deferrals and make clarifications for small businesses who wish to utilize a credit to offer a retirement plan to their employees.
10.S. 1443, The Retirement Parity for Student Loans Act: Allows employers to make matching contributions to a 401(k) retirement plan while their employees make student loan repayments.
11. S. 975 / H.R. 2005, the Womens Retirement Security Act of 2021: Addresses the retirement gap and bolsters womens financial security through amending ERISA and increasing financial literacy.
S. 2452, the Encouraging Americans to Save Act: Reforms the savers credit, makes the credit refundable, establishes an R-bond program, and amends the deadline to fund an IRA with a tax refund, among other provision

H.R. 133, Both provisions are in the larger bill.
Group Insurance Products. The Continuing Paycheck Protection Program includes ACLIs suggested language to clarify that the loan money can be used and will be forgiven for other group insurance products including: life, disability, vision, and dental. The amendment applies to loans already made. 
Extension of Paid Leave Credits. Extension of credits for paid sick and family leave which extended the provisions of FFCRA until March 31, 2021 and replaced the mandate to provide paid sick leave related to the pandemic with a payroll tax subsidy to employers who provide the leave.
H.R. 748, The CARES Act. Large, comprehensive COVID-19 relief bill. Issue Paycheck protection program and paid family medical leave.  

H.R. 6800, The HEROES Act. Large, comprehensive COVID-19 relief bill. Issue Paycheck protection program and paid family medical leave.  

H.R.1185 - FAMILY Act. Issue: paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member. 
H.R.1940 - New Parents Act of 2019. Issue: paid family and medical leave
H.R.2163 - To amend the Internal Revenue Code of 1986 to allow for tax-advantaged distributions from health savings accounts during family or medical leave, and for other purposes. Issue: paid family and medical leave
S.463 - FAMILY Act. Issue: paid family and medical leave- paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member 
S.920 - New Parents Act of 2019. Issue: paid family and medical leave
Discussion draft - CRADLE Act. Issue: paid family and medical leave - allows for a deferment of retirement benefits for paid leave benefits.
Proposed FY 2020 Budget proposal on paid family and medical leave. Issue: paid family and medical leave
H.R. 2694 - Pregnant Workers Fairness Act. Issue: paid family and medical leave. 
Concurrent Resolution on the Budget, FY2022, S.Con.Res.14. The budget resolution calls for the $3.5 trillion in long-term investments to be fully offset by a combination of new tax revenues, health care savings, and long-term economic growth. In addition, the agreement would prohibit new taxes on families making less than $400,000 per year, and on small businesses and family farms. Issue: Medicare/Dental (Expanding Medicare to include dental, vision, hearing benefits and lowering the eligibility age). 
Diversity and Inclusion
 H.R. 5084 - Improving Corporate Governance Through Diversity Act. Issue: diversity and inclusion. 

H.R. 5360 - Closing the Racial Wealth Gap Act. Issue: diversity and inclusion. 

H.R. 281 - Ensuring Diverse Leadership Act. Issue: diversity and inclusion. 

H.R. 7946 and S. 4464 - Federal Reserve Racial and Economic Equity Act. Issue: diversity and inclusion.","HOUSE OF REPRESENTATIVES,SENATE",,1043261,0,0,2021-10-19T13:03:02.260000-04:00
2690734,13f3b72d-6dc0-4f74-9d78-a2f5b13414df,Q3,"WILLIAMS AND JENSEN, PLLC",41454,INDEXED ANNUITY LEADERSHIP COUNCIL,2021,third_quarter,RET,Regulation of Fixed Indexed Annuity.,"Labor, Dept of (DOL)",,,0,0,2021-10-19T13:10:21.697000-04:00
2691359,241ccc22-c3b4-4c1c-a4b4-5482870b1cc1,Q3,SUMMIT STRATEGIES GOVERNMENT AFFAIRS LLC,401103550,THE ASSOCIATION OF UNION CONSTRUCTORS,2021,third_quarter,RET,Issues related to multiemployer pension reform.,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2021-10-19T13:57:56.080000-04:00
2691426,015862d8-bc7b-456f-8207-e92b7a92b38b,Q3,"CAPITOL CITY GROUP, LTD.",52903,"ASCENSUS, INC.",2021,third_quarter,RET,"Assist client with issues pertaining to retirement savings and rules and health savings, education savings; H.R.25 FairTax Act of 2021; S.380 Health Savings Act of 2021; S.125 Protecting Life in Health Savings Accounts Act; HR 53 Freedom for Families Act;. S222, H.R.835 American Opportunity Accounts Act; S.1959 Keeping Your Retirement Act of 2021;S.1870 Enhancing Emergency and Retirement Savings Act of 2021;H.R.2917 Retirement Parity for Student Loans Act of 2021; H.R.1166 & S275
Retirement Freedom Act;S.1889 Compassionate Retirement Act of 2021;H.R.2942 To amend the Internal Revenue Code of 1986 to increase the catch-up contribution limit for retirement plans  H.R.2954   
Securing a Strong Retirement Act of 2021 of participants age 62 through 64; H.R.984 Retirement Inflation Protection Act of 2021; S.1770 Retirement Security and Savings Act of 2021; HR 409 Emergency Pension Plan Relief Act of 2021; S.2603 Commission on Retirement Security Act of 2021;  H.R.4268 Federal Retirement Fairness Act.","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2021-10-19T14:04:14.163000-04:00
2691756,90453b78-6b7d-4cc5-8503-11a4def6fb9c,Q3,"WILLIAMS AND JENSEN, PLLC",41454,NATIONAL RETIREMENT FUND,2021,third_quarter,RET,Legislation to provide financial relief to certain multiemployer pension plans.  H.R. 1319.,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2021-10-19T14:32:30.423000-04:00
2691965,ce649aa2-7db8-4e5e-b2c6-d22e535b121a,Q3,"UNITED AUTOMOBILE, AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS",39052,UNITED AUTOMOBILE AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS,2021,third_quarter,RET,"Build Back Better Act, Stabilizing multi- and single-employer defined benefit pension plans","Bureau of Citizenship & Immigration Services (BCIS),Commerce, Dept of (DOC),Council of Economic Advisers (CEA),Education, Dept of,Energy, Dept of,Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Natl Economic Council (NEC),Natl Highway Traffic Safety Administration (NHTSA),Natl Labor Relations Board (NLRB),Occupational Safety & Health Administration (OSHA),Office of Management & Budget (OMB),SENATE,State, Dept of (DOS),Transportation, Dept of (DOT),Treasury, Dept of,U.S. Customs & Border Protection,U.S. International Trade Commission (ITC),U.S. Trade Representative (USTR),White House Office",,190000,0,0,2021-10-19T14:46:21.047000-04:00
2691995,bb304c81-391d-4e05-a021-af85ff3a35ef,Q3,JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A),17454,JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A),2021,third_quarter,RET,Retirement security; PBGC multiemployer pensions proposed interim final rule.,"HOUSE OF REPRESENTATIVES,SENATE",,250000,0,0,2021-10-19T14:48:27.033000-04:00
2692007,1d881755-a4ef-4958-b0f4-8cabd9939445,Q3,TRANSAMERICA COMPANIES,44093,TRANSAMERICA COMPANIES,2021,third_quarter,RET,"Build Back Better Act (Budget Reconciliation): Automatic Retirement Plan inclusion that would mandate retirement plans in the workplace for employers with 5 or more employees. 

American Rescue Plan of 2021: Budget reconciliation legislation that included a pay-for that impacts retirement savers. Section 9709 would have implemented a cost-of-living adjustment freeze for the year 2030 and beyond.

S. 1870, the Enhancing Emergency and Retirement Savings Act of 2021: The legislation would provide a penalty-free emergency distribution option from employer-sponsored retirement accounts and IRAs. 

Portable Retirement and Investment Account Act (PRIA): Creates retirement accounts at birth to help establish lifelong savings/retirement accounts. 

S. 222, The American Opportunity Accounts Act: Establishes tax-exempt American Opportunity Accounts to provide children at birth with a $1,000 savings account with annual contributions up to $2,000 depending on family income.  

H.R. 2954, Securing a Strong Retirement Act (SECURE 2.0) / Retirement Security and Savings Act: Comprehensive retirement savings legislation. 

S. 1272, The SIMPLE Plan Modernization Act: The bill would raise the contribution limit for SIMPLE plans from $13,500 to $16,500 with a corresponding increase in the catch-up limit from $3,000 to $4,750. 

S. 1770, The Retirement Security & Savings Act: Comprehensive retirement savings legislation.

S. 1703, The Improving Access to Retirement Savings Act of 2021: The bill would expand Open Multiple Employer Plans to include 403(b) accounts, create a safe harbor for correcting employee deferrals and make clarifications for small businesses who wish to utilize a credit to offer a retirement plan to their employees.

S. 1443, The Retirement Parity for Student Loans Act: Allows employers to make matching contributions to a 401(k) retirement plan while their employees make student loan repayments.

S. 975 / H.R. 2005, the Womens Retirement Security Act of 2021: Addresses the retirement gap and bolsters womens financial security through amending ERISA and increasing financial literacy. 

S. 2452, the Encouraging Americans to Save Act: Reforms the savers credit, makes the credit refundable, establishes an R-bond program, and amends the deadline to fund an IRA with a tax refund, among other provisions.

Group Insurance Products. The Continuing Paycheck Protection Program includes ACLIs suggested language to clarify that the loan money can be used and will be forgiven for other group insurance products including: life, disability, vision, and dental. The amendment applies to loans already made. 
Extension of Paid Leave Credits. Extension of credits for paid sick and family leave which extended the provisions of FFCRA until March 31, 2021 and replaced the mandate to provide paid sick leave related to the pandemic with a payroll tax subsidy to employers who provide the leave.
H.R. 804 / S.248- FAMILY Act. Issue: paid family and medical leave proposal would offer paid leave benefits via a payroll tax for birth or adoption of a child or caring for a sick family member. 
H.R.2163 - To amend the Internal Revenue Code of 1986 to allow for tax-advantaged distributions from health savings accounts during family or medical leave, and for other purposes. Issue: paid family and medical leave
H.R 1065 / S. 1486 - Pregnant Workers Fairness Act. Issue: paid family and medical leave.
S.920 - New Parents Act of 2019. Issue: paid family and medical leave
Discussion draft - CRADLE Act. Issue: paid family and medical leave - allows for a deferment of retirement benefits for paid leave benefits.
Proposed FY 2020 Budget proposal on paid family and medical leave. Issue: paid family and medical leave
H.R 1065 / S. 1486 - Pregnant Workers Fairness Act. Issue: paid family and medical leave. 
Concurrent Resolution on the Budget, FY2022, S.Con.Res.14. The budget resolution calls for the $3.5 trillion in long-term investments to be fully offset by a combination of new tax revenues, health care savings, and long-term economic growth. In addition, the agreement would prohibit new taxes on families making less than $400,000 per year, and on small businesses and family farms. Issue: Medicare/Dental (Expanding Medicare to include dental, vision, hearing benefits and lowering the eligibility age). 

H.R. 1277 / S. 374- Improving Corporate Governance Through Diversity Act. Issue: diversity and inclusion.

No bill number - Closing the Racial Wealth Gap Act. Issue: diversity and inclusion. 

No bill number - Ensuring Diverse Leadership Act. Issue: diversity and inclusion. 

H.R. 2543 / S.1327 - Federal Reserve Racial and Economic Equity Act. Issue: diversity and inclusion.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",,290000,0,0,2021-10-19T14:48:31.273000-04:00
2692150,99eeca2b-47a8-4e1f-be26-41cfdb87c3f0,Q3,NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION,26477,NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION,2021,third_quarter,RET,"Air Traffic Control retirement eligibility. Controller staffing. Thrift Savings Plan, federal pensions. CIP, FERS/CSRS. Federal Employee Tax. FEHBP. Provisions relating to federal employees salaries, health benefits, and retirements. Impact of government shutdown on FAA workforce and the national airspace system. Merit Systems Protection Board. Retired military controllers. Air Traffic Controller Federal Employees Retirement System Supplemental Retirement. H.R. 1283 Continuity for Operators with Necessary Training Required for ATC Contract Towers Act of 2021: Provisions relating to eliminating hiring barriers for Contract air traffic control towers. S. 419 Continuity for Operators with Necessary Training Required for ATC Contract Towers Act of 2021: Provisions relating to eliminating hiring barriers for Contract air traffic control towers. Mandatory Retirement Age of Federal Employees including air traffic controllers. Families First Coronavirus Response Act (PL 116-127): Provisions relating to emergency paid sick leave and expanded FMLA leave. H.R. 82, Social Security Fairness Act - Provisions relating to the repeal of the Windfall Elimination Provision (WEP). S. 1302, Social Security Fairness Act - Provisions relating to the repeal of the Windfall Elimination Provision (WEP).","Federal Aviation Administration (FAA),HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT)",,260000,0,0,2021-10-19T14:58:05.310000-04:00