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
3231578,0ac55c6a-2684-4fad-8496-6a3b4f3a9a7f,Q3,"DOUCET CONSULTING SOLUTIONS, LLC",401104418,LOUISIANA SHERIFFS' ASSOCIATION,2024,third_quarter,RET,Support for repeal of the Windfall Elimination Provision and the Government Pension Offset in the Social Security Program.,"HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2024-10-01T09:00:42-04:00
3231836,9c982455-0a81-4b89-bc5a-af31ed7e475e,Q3,"FORSCEY, PLLC",52880,"WRITERS GUILD OF AMERICA, WEST",2024,third_quarter,RET,Work in opposition to legislation that would reduce previously enacted government approved funding for distressed multi-employer pension plans and in opposition to proposals that would increase PBGC premiums on multi-employer plans.,"HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of",30000,,0,0,2024-10-02T08:11:47-04:00
3231860,a13327df-5402-4fa8-b47e-3b4a6d3fc3a7,Q3,NATIONAL ASSOCIATION OF POSTAL SUPERVISORS,401075023,NATIONAL ASSOCIATION OF POSTAL SUPERVISORS,2024,third_quarter,RET,"Legislation that may impact the Civil Service Retirement System and the Federal Employees Retirement System H.R. 82 and S. 957, the Social Security Fairness Act, legislation to repeal the Windfall Elimination Provision and the Government Pension Offset H.R. 866, the COLA Equity Act, legislation to provide equity between the CSRS retirement cost-of-living-adjustment and the FERS cost-of-living-adjustment H.R. 716, the Fair COLA for Seniors Act, legislation to provide a more accurate calculation for retirement cost-of-living-adjustments H.R. 4260, Public Servants Protection and Fairness Act, legislation to revise the Social Security Windfall Elimination Provision H.R. 5995, Federal Retirement Fairness Act, legislation to modify the federal civilian service that is creditable service under the Federal Employees Retirement System. H.Res. 1410, Discharge motion for H.R. 82","HOUSE OF REPRESENTATIVES,SENATE",,26250,0,0,2024-10-02T09:57:10-04:00
3232712,35900c04-9a09-43e0-96f1-7fe5228b2a5c,Q3,"VERITAS ADVISORS, LLP",283878,CLEARWATER PAPER,2024,third_quarter,RET,"Pensions, no specific bills.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2024-10-04T18:04:11-04:00
3233556,6baae9d8-e02d-4a37-8cff-17d7487bb4cc,Q3,AMAC ACTION,401104675,AMAC ACTION,2024,third_quarter,RET,"healthcare reform solutions and legislation, Social Security reform solutions and legislation","Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,SENATE",,130000,0,0,2024-10-08T13:06:28-04:00
3233746,6d087457-e891-4895-bba6-b0174234ca2b,Q3,BERNSTEIN STRATEGY GROUP,305338,AMERICAN FEDERATION OF SCHOOL ADMINISTRATORS,2024,third_quarter,RET,HR 82/S 597 Social Security Fairness Act,HOUSE OF REPRESENTATIVES,10000,,0,0,2024-10-08T15:35:49-04:00
3234500,a379f0ec-dcd5-4f8d-85e7-920b9f7750bc,Q3,"CASSIDY & ASSOCIATES, INC.",8453,SOCIETY OF ACTUARIES,2024,third_quarter,RET,General legislative issues related to actuarial profession,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2024-10-09T20:19:38-04:00
3234584,301501eb-927e-4406-b2ad-768bd6045aa9,Q3,SCHOENING STRATEGIES,400954758,AMAC ACTION,2024,third_quarter,RET,Support social security improvements and efforts to avert insolvency; support H.R. 2593 Senior Security Act; support H.R. 3784 Improving Social Security's Services to Victims of Identity Theft Act; support H.R. 5193 Senior Citizens' Freedom to Work Act of 2023; support H.R. 5340 Providing Complete Information to Retirement Investors Act.,"HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2024-10-10T10:06:34-04:00
3234625,72078d0a-01db-427a-bc87-bca4a56fe05b,Q3,TREA SENIOR CITIZENS LEAGUE,38426,TREA SENIOR CITIZENS LEAGUE,2024,third_quarter,RET,"Social Security Cost of Living Adjustment (S.394, H.R.671), Social Security Reform (H.R. 281), Repeal of the Windfall Elimination Provision and the Government Pension Offset H.R. 82, S.597), Special Stimulus for Social Security Recipients, Social Security 2100 Act (H.R. 4583, S. 2280), Social Security Enhancement Act (H.R.671), Social Security Expansion Act (H.R. 1046, S. 393), You Earned It, You Keep It Act, H.R. 7084.","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2024-10-10T10:30:45-04:00
3235213,9c6747bb-18ff-44c9-a813-00fc79268cac,Q3,COVINGTON & BURLING LLP,11195,"JOHN HANCOCK LIFE INSURANCE COMPANY (USA) (FKA JOHN HANCOCK FIN. SERVICES, INC.)",2024,third_quarter,RET,"Retirement; long term care insurance; support H.R. 5707, Secure Family Futures Act; support H.R. 2407, Medicare Multi-Cancer Early Detection Screening Coverage Act.","HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2024-10-11T10:25:14-04:00
3235903,9c79209f-6d71-44a3-938e-2d8635d3d9ff,Q3,MR. MARK REY,400454181,NATIONAL OLDER WORKERS CAREER CENTER,2024,third_quarter,RET,Assisting retired federal workers secure new employment opportunities,"HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),SENATE,U.S. Forest Service",6000,,0,0,2024-10-12T13:52:55-04:00
3236410,3234c9bc-2589-4938-85f0-155db65f23d6,Q3,RICH FEUER ANDERSON,84775,MISSIONSQUARE RETIREMENT,2024,third_quarter,RET,Proposals related to retirement and retiree health savings and collective investment trusts.,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2024-10-14T09:14:46-04:00
3236728,ffdf9631-62b9-4019-a384-ddf428a41dab,Q3,POYNER SPRUILL LLP,400563685,AMERICAN RETIREMENT ASSOCIATION,2024,third_quarter,RET,"Implementation of retirement plan legislation, legislative proposals, retirement plan correction programs, reporting and disclosure, enforcement activities, and rulings and agreements.","HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),SENATE",30000,,0,0,2024-10-14T13:06:03-04:00
3237072,fa1e1272-caa8-44f7-baa7-c1575d5b3ae9,Q3,WINNING STRATEGIES WASHINGTON,50796,NATIONAL TROOPERS COALITION,2024,third_quarter,RET,Retirement Issues; legislation related to Windfall Elimination Program of retirement benefits for retired law enforcement,"HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2024-10-14T15:12:36-04:00
3237105,6d0ce532-a003-484e-b9d2-ee656cfe3c8e,Q3,WINNING STRATEGIES WASHINGTON,50796,PRUDENTIAL,2024,third_quarter,RET,Retirement & pensions,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2024-10-14T15:24:06-04:00
3237171,7bbef002-13b3-4a88-85cd-d7e337f24cf0,Q3,SQUIRE PATTON BOGGS,30906,AON SERVICE CORPORATION (FKA AON HEWITT),2024,third_quarter,RET,Advice regarding retirement-related legislation and regulatory reform.,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2024-10-14T15:42:54-04:00
3237273,eeee326e-9ad2-448a-af96-3d1660550eed,Q3,I STREET ADVOCATES,51753,AMERICAN POSTAL WORKERS UNION,2024,third_quarter,RET,"Support of the Social Security Fairness Act H.R. 82/S. 597; Support for the Federal RetirementFairness Act H.R. 5995; Support for H.Res.1410, providing for the consideration of the bill (H.R. 82) to amend title II of the Social Security Act to repeal the Government pension offset and windfall elimination provisions.","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2024-10-14T16:12:56-04:00
3237305,7f929fb4-9c4b-4286-bc55-0530fd184855,Q3,VENABLE LLP,39941,"ASSOCIATION OF FOOD AND DAIRY RETAILERS, WHOLESALERS AND MANUFACTURERS",2024,third_quarter,RET,"Implementation guidance related to the multiemployer funding provisions enacted in P.L. No. 117-2, the American Rescue Plan Act of 2021; Potential reform concepts for the multiemployer pension system","HOUSE OF REPRESENTATIVES,SENATE",70000,,0,0,2024-10-14T17:02:49-04:00
3237393,35b8cbdd-7094-498b-8507-b2f7c701230e,Q3,"THE PETRIZZO GROUP, INC.",305932,"BLACKROCK FUND SERVICES GROUP, LLC",2024,third_quarter,RET,Issues related to financial services and retirement policy.,"HOUSE OF REPRESENTATIVES,SENATE",45000,,0,0,2024-10-14T19:33:33-04:00
3237706,a995221f-95d4-434d-a5a1-d9a142083d73,Q3,HOLLAND & KNIGHT LLP,18466,"CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.",2024,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,,0,0,2024-10-15T10:18:12-04:00
3238090,966599fe-e9d6-4486-9200-0c351d7dc1e8,Q3,THE VOGEL GROUP,401104734,GENWORTH FINANCIAL INC.,2024,third_quarter,RET,Issues related to long-term care insurance and retirement security and savings,"HOUSE OF REPRESENTATIVES,SENATE",36000,,0,0,2024-10-15T12:24:07-04:00
3238122,fa8ce2be-8300-4b40-b91c-e6d08452a4e5,Q3,NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA),28515,NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA),2024,third_quarter,RET,Draft retirement savings proposals impacting defined-benefit and defined-contribution plans,"HOUSE OF REPRESENTATIVES,SENATE",,945424,0,0,2024-10-15T12:38:49-04:00
3238418,079ec819-6845-4679-bbe5-7e788c9efa63,Q3,"1607 STRATEGIES, LLC",401105461,INSPHIRE IO CORP. DBA CANDIDLY,2024,third_quarter,RET,Student loan and retirement security issues. Implementation of SECURE 2.0 of 2022 Act. Access to student loan payment data to allow employees to match student loan payments with retirement savings payments.,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2024-10-15T14:21:14-04:00
3238560,ee6f6630-47af-4a09-b12e-edeef161ce05,Q3,"INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO",50400,INTERNATIONAL UNION OF POLICE ASSOCIATIONS AFL-CIO,2024,third_quarter,RET,"S2236, HR 82, S 3113","HOUSE OF REPRESENTATIVES,SENATE",,20000,0,0,2024-10-15T14:49:23-04:00
3238645,a8aac9d8-99de-4006-918e-8346f30b7fc7,Q3,WEST FRONT STRATEGIES LLC,401103493,"PRUDENTIAL FINANCIAL, INC.",2024,third_quarter,RET,"Monitor issues related to pension plans, issues related to artificial intelligence.","HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2024-10-15T15:07:42-04:00
3238846,37169dea-285d-448d-a18b-0f0479e48a10,Q3,THE UNIVERSITY OF NORTH CAROLINA SYSTEM,51811,THE UNIVERSITY OF NORTH CAROLINA SYSTEM,2024,third_quarter,RET,"HR 3063, The Retirement Fairness for Charities and Educational Institutes Act HR 2799, Expanding Access to Capital Act","HOUSE OF REPRESENTATIVES,SENATE",,115000,0,0,2024-10-15T16:20:50-04:00
3239300,8d9165c1-3dc8-4b50-8aea-80ee52e79896,Q3,MR. PETER SNELL,400458209,NATIONAL COUNCIL ON TEACHER RETIREMENT 9370 STUDIO COURT ELK GROVE CA 95758,2024,third_quarter,RET,"IRS Governmental plans compliance; IRS Normal Retirement Age regulations; IRS revenue ruling 2006-43; IRS ANPRM on definition of a governmental plan; funding of governmental plans; general pension plan reform; governmental plan accounting and disclosure; disclosure of state death records; tax deferrals related to pension contributions and earnings;applying the Unrelated Business Income Tax (UBIT) to the investment earnings of state and local government retirement systems; Office of State and Local Finance public pension plan interests; the Public Employee Pension Transparency Act (PEPTA); solvency of Multiemployer Plans deliberations; reform of the windfall elimination provision (WEP); SECURE Act dealing with overall retirement security and implementation of the law; Federal restrictions on institutional investor investment activity; CARES Act stimulus checks and retired public employees not covered by Social Security; restrictions related to public pensions on any Federal aid to states in negotiations on new COVID stimulus legislation; H.R. 2954, retirement security legisltion and issues affecting public pensions; implementation of SECURE 2.0 Act of 2022; Advance Notice of Proposed Rulemaking (ANPRM) issued by Treasury entitled Provisions Pertaining to U.S. Investments in Certain National Security Technologies and Products in Countries of Concern; OMBs Office of Federal Financial Management proposed rule to revise their Uniform Administrative Requirements, Cost Principles, and Audit Requirements, stipulating how public pension costs are to be reimbursed for a state or local employee whose position is partially or fully federally funded; HR 82, repeal of the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO)","HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Office of Management & Budget (OMB),SENATE,Treasury, Dept of",55000,,0,0,2024-10-15T21:47:32-04:00
3240215,1aa43540-de76-42e3-8114-16777b853dc1,Q3,"ALLON ADVOCACY, LLC",401104657,"FORGE GLOBAL, INC.",2024,third_quarter,RET,Issues related to the treatment of certain retirement accounts.,"HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE",50000,,0,0,2024-10-16T12:57:25-04:00
3240433,1ffcccb8-986b-4220-9de1-bb60a1cd455c,Q3,PRINCIPAL FINANCIAL GROUP,32178,PRINCIPAL FINANCIAL GROUP,2024,third_quarter,RET,"HR 5339 RETIRE Act: Summary is in progress. To amend the Employee Retirement Income Security Act of 1974 to specify requirements concerning the consideration of pecuniary and non-pecuniary factors, and for other purposes. HR 5337 Retirement Proxy Protection Act: Summary is in progress. To amend the Employee Retirement Income Security Act of 1974 to clarify the application of prudence and exclusive purpose duties to the exercise of shareholder rights. HR 5338 No Discrimination In My Benefits Act: Summary is in progress. To amend the Employee Retirement Income Security Act of 1974 to establish that fiduciaries must act with prudence and loyalty when selecting service providers for pension plans. HR 5340 Providing Complete Information to Retirement Investors Act: Summary is in progress. To amend the Employee Retirement Income Security Act of 1974 to ensure that pension plans provide notice to participants and beneficiaries on risks associated with certain investments, and for other purposes. S5271 Retirement Savings for Americans Act: This bill provides retirement savings accounts to eligible workers without employer-sponsored retirement plans. Participants' contributions are matched (up to certain thresholds) by the government through a federal income tax credit. No Bill Number. Automatic IRA Act of 20204. To amend the Internal Revenue Code of 1986 to provide rules for automatic contribution retirement plans and arrangements. HR 1807 Improving Disclosure for Investors Act of 2024. To direct the Securities and Exchange Commission to promulgate rules with respect to the electronic delivery of certain required disclosures, and for other purposes. This bill requires the Securities and Exchange Commission (SEC) to propose and finalize rules to allow entities to deliver regulatory documents to investors electronically. The SEC must establish a mechanism for investors to opt out of electronic delivery and receive paper documents instead. If the SEC does not finalize rules within one year after enactment, the bill allows for electronic delivery of these documents. S.4398 - A bill to amend the Internal Revenue Code of 1986 to provide for a microemployer pension plan startup credit. A legislative analyst in the Congressional Research Service will begin analyzing this legislation after text becomes available. HR 6007 Retirement Investment in Small Employers Act. This bill allows an increased start-up tax credit (from $500 to $2,500) for micro-businesses (not more than 10 employees) for the costs of setting up a defined contribution pension plan.","HOUSE OF REPRESENTATIVES,SENATE",,452000,0,0,2024-10-16T13:55:36-04:00
3241013,3170383c-d706-4a2f-93eb-2482c09d30ee,Q3,"CAPITOL CITY GROUP, LTD.",52903,"ASCENSUS, INC.",2024,third_quarter,RET,"H.Res.117 Affirming that Social Security is one of the primary pillars of retirement support for millions of older Americans, and for other purposes; H.R.2637 To amend the Internal Revenue Code of 1986 to waive the early withdrawal penalty on certain distributions from qualified retirement plans;S.1135 A bill to amend title XXVII of the Public Health Service Act, the Employee Retirement Income Security Act of 1974, the Internal Revenue Code of 1986, and the Patient Protection and Affordable Care Act to require coverage of hearing devices and systems in certain private health insurance plans, and for other purposes; H.R.585 Expanding Penalty Free Withdrawal Act; H.R.1119-S523 Freedom to Invest in a Sustainable Future Act; S.Res.42 An original resolution authorizing expenditures by the Committee on Health, Education, Labor, and Pensions; H.R.1933 To provide for a limitation on availability of funds for Department of Labor, Pension Benefit Guaranty Corporation, Salaries and Expenses for fiscal year 2024; S.1158 Health Savings Act of 2023; H.R.677 Health Freedom and Flexibility Act; S.731 TELEHEALTH HSA Act of 2023; H.R.1795 Homecare for Seniors Act; H.R.312 Emergency Savings Accounts Act of 2023; H.R.1769 Healthcare Freedom Act of 2023; H.R.4401 Restoring Earned Veterans Benefits Act; HR5241 To amend the Internal Revenue Code of 1986 to provide that governmental pension plans may include certain firefighters, emergency medical technicians, and paramedics, and for other purposes; HR4648 o amend the Securities Exchange Act of 1934 to provide for duties of certain investment advisors, asset managers, and pension funds with respect to voting on shareholder proposals, and for other purposes; HR6007 Retirement Investment in Small Employers Act; S3305 Helping Young Americans Save for Retirement Act; HR5340 Providing Complete Information to Retirement Investors Act; H5995 Federal Retirement Fairness Act; S1563 Maximize Americans' Retirement Security Act. HR 6993 Retirement Freedom Act;S.2512 A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers; H.R.1323 LEO Fair Retirement Act of 2023; H.R.5337 Retirement Proxy Protection Act, H.R.5060 S2627 Women's Retirement Protection Act; HR6065 & S3102 Retirement Savings for Americans Act of 202.","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2024-10-16T15:46:33-04:00
3241028,9a4b3896-2c89-4d33-9d8b-75fb1ca90bf2,Q3,FORBES-TATE,400976792,INSURED RETIREMENT INSTITUTE,2024,third_quarter,RET,Issues related to retirement savings; Issues related to H.R.3063 - The Retirement Fairness for Charities and Educational Institutions Act of 2023; Issues related to DOL Fiduciary rule.,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2024-10-16T15:50:18-04:00
3241036,77122188-f23b-4690-83ad-1e9c61398873,Q3,"T. ROWE PRICE GROUP, INC.",401108226,"T. ROWE PRICE GROUP, INC.",2024,third_quarter,RET,Lifetime Income; 401kid accounts; Social Security reform; Health care reform; General tax issues; General retirement issues,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",,20000,0,0,2024-10-16T15:50:53-04:00
3241041,0246617b-05d4-4a17-83f1-a7b6fc9406df,Q3,MISSIONSQUARE RETIREMENT,401106438,MISSIONSQUARE RETIREMENT,2024,third_quarter,RET,"Proposals related to retirement, employee benefit plan investments and administration, retiree health savings and collective investment trusts. Proposals related to 403(b) and governmental 457(b) plans. Issues related to tax incentives for retirement savings. Expansion of investment options for 403(b) plans. Issues related to implementation of SECURE 2.0.","HOUSE OF REPRESENTATIVES,SENATE",,150000,0,0,2024-10-16T15:51:12-04:00
3241091,f4e7469c-8739-45f0-ac21-c74d177867fd,Q3,DYKEMA GOSSETT PLLC,12915,THE ERISA INDUSTRY COMMITTEE,2024,third_quarter,RET,"Paid leave issues Emergency savings Single-employer defined benefit issues Retirement plan disclosures Retirement plan investment requirements, options, duties, and related issues Retirement plan contribution flexibility Retirement savings tax issues Modernizing retirement plan administration Retirement plan recordkeeping issues PBGC premiums SECURE 2.0 Act Multiemployer pensions Litigation and enforcement affecting benefit plans Proposals to change capital holding requirements for banks Retirement plan coverage","HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of",20000,,0,0,2024-10-16T15:58:06-04:00
3241147,9052e51e-66d4-47c5-8890-0dfda783791e,Q3,DYKEMA GOSSETT PLLC,12915,JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.),2024,third_quarter,RET,Lobbied in support of retirement security and pension provisions. Lobbied on proposed Fiduciary Rule.,"HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2024-10-16T16:06:27-04:00
3241182,fc9d822b-f45b-4a0e-b1e6-2294bfd7f13e,Q3,SUMMIT STRATEGIES GOVERNMENT AFFAIRS LLC,401103550,THE ASSOCIATION OF UNION CONSTRUCTORS,2024,third_quarter,RET,Issues related to multiemployer pensions.,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2024-10-16T16:10:23-04:00
3241242,1f4c29f1-58e8-4b7f-ad8d-cd8197400ba0,Q3,CAPITOL COUNSEL LLC,313715,FRANKLIN TEMPLETON FUNDS,2024,third_quarter,RET,"Issues regarding retirement, tax, and financial services.","HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE",50000,,0,0,2024-10-16T16:19:31-04:00
3241260,fa74b5ce-d723-4817-9ab9-ff874dbcaa2b,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,2024,third_quarter,RET,"Department of Labor Retirement Security Rule. Monitor SEC's Regulation Best Interest. Regarding the Department of Labor's Financial Factors in Selecting Plan Investments, support changes to prevent the Department from requiring plan fiduciaries to select investments based solely on pecuniary factors and prohibiting consideration of Environmental, Societal, and Governmental factors. (No specific bills.) Implementation of H.R. 2954, the SECURE 2.0 Act","HOUSE OF REPRESENTATIVES,SENATE",,510000,0,0,2024-10-16T16:21:14-04:00
3241308,7e24e005-e6ec-461f-80cb-8079dc5d3973,Q3,"MARSH & MCLENNAN COMPANIES, INC.",400361683,"MARSH & MCLENNAN COMPANIES, INC.",2024,third_quarter,RET,"Retirement Fairness for Charities and Educational Institutions Act of 2024"" and retirement security issues related to defined benefit pension plans.","HOUSE OF REPRESENTATIVES,SENATE",,380000,0,0,2024-10-16T16:29:28-04:00
3242572,4d3092c2-1074-4df5-9701-c75a05378dce,Q3,"DUTKO WORLDWIDE, LLC",12868,ACCENTURE FEDERAL SERVICES LLC,2024,third_quarter,RET,Monitor IT Modernization at the Social Security Administration. Support language to accelerate IT modernization efforts at SSA,"HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2024-10-17T11:04:48-04:00
3242696,af5c6476-2391-4b6e-b0fe-c96c9ebaecbc,Q3,"NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC.",26980,"NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC.",2024,third_quarter,RET,Public Safety Retirees Healthcare Protection Act; Public Servants Protection & Fairness Act; Social Security Fairness Act; Equal Treatment of Public Servants Act,"HOUSE OF REPRESENTATIVES,SENATE",,60000,0,0,2024-10-17T11:16:12-04:00
3242858,0cb888e4-2989-47de-ab09-6d09b702d76e,Q3,SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION,317914,SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION,2024,third_quarter,RET,"H.R. 5339, the RETIRE Act; H.R. 6065/ S. 3102 Retirement Savings for Americans Act; S. 4371, Empowering States to Protect Seniors from Bad Actors Act; H.R. 4767 - Protecting American's Retirement Savings from Politics Act; H. J. Res 142, Providing for congressional disapproval of the Department of Labor fiduciary rule; H.J. Res. 116, providing for congressional disapproval of DOL's independent contractor rule; S. 4917, a bill to amend the Federal securities laws to enhance 403(b) plans; S. 4965, the Small Nonprofit Retirement Security Act of 2024; S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S. 5149/H.R. 9764, A bill to amend the Internal Revenue Code of 1986 to allow additional catch-up contributions for certain family caregivers; S.5148/H.R. 9765, A bill to amend the Internal Revenue Code of 1986 to allow certain family caregivers to contribute to a Roth IRA; SEC Open-End Fund Liquidity Risk Management Programs and Swing Pricing proposed rule; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Public Law 117-328 - Consolidated Appropriations Law (Secure 2.0 retirement provisions); Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; SECURE 2.0 Implementation RIN 1210-AC23 RFI - SECURE 2.0 Reporting and Disclosure, EBSA Basel III End Game and Retirement; Preservation of Private Sector Retirement System; SECURE 2.0 Technical Corrections Act of 2023.","Commodity Futures Trading Commission (CFTC),Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,1550000,0,0,2024-10-17T11:35:53-04:00
3242919,3a6d53b6-28d5-4267-82ea-8bb814b75821,Q3,INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS,19753,INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS,2024,third_quarter,RET,"H.R. 82/S. 597, Social Security Fairness Act of 2023 H.R. 957, Public Safety Retirees Healthcare Protection Act of 2023 H.R. 5241, Legislation to add private sector employees to governmental pension plans H.R. 7780, Safeguarding Investment Options for Retirement Act H.R. 4790, Prioritizing Economic Growth Over Woke Policies Act","HOUSE OF REPRESENTATIVES,SENATE",,163011,0,0,2024-10-17T11:42:18-04:00
3243865,15630704-7e0a-4a62-8582-d8d32911d05b,Q3,"WILLIAMS AND JENSEN, PLLC",41454,AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY,2024,third_quarter,RET,Benefit distributions in the form of annuities. Fiduciary Rule.,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",20000,,0,0,2024-10-17T14:10:55-04:00
3244020,a7797639-242e-46d1-9754-0b9ac3ef5a91,Q3,"WILLIAMS AND JENSEN, PLLC",41454,INDEXED ANNUITY LEADERSHIP COUNCIL,2024,third_quarter,RET,Regulation of Fixed Indexed Annuity.,"Labor, Dept of (DOL),White House Office",10000,,0,0,2024-10-17T14:23:33-04:00
3244042,7e2a2470-69d2-448a-be14-ed11d1a69c53,Q3,"MCALLISTER & QUINN, LLC",292573,UNITED STATES CAPITOL POLICE LABOR COMMITTEE,2024,third_quarter,RET,"Capitol Security. Legislative Branch appropriations. H.R.1323 - Law Enforcement Officer Fair Retirement Act of 2023. In support of. H.R.82 - S.597- Social Security Fairness Act of 2023. In support of. H.R. 3170 - S. 1514- HELPER Act of 2023. In support of. H.R. 8772 /S. 4678 - Legislative Branch Appropriations Act, 2025 - Provisions related to Capitol Security, pay issues.","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2024-10-17T14:25:10-04:00
3244428,afce65bb-2231-4e45-a8d0-8e912628d532,Q3,NATIONAL FEDERATION OF THE BLIND,401103561,NATIONAL FEDERATION OF THE BLIND,2024,third_quarter,RET,Remove the earnings cliff for Social Security Disability Insurance recipients and replace it with a two-for-one phaseout. Blind Americans Return to Work Act. H.R. 8878. The We Cant Wait Act (S. 3400) provides an option to eliminate the five-month waiting period associated with Social Security Disability Insurance.,"HOUSE OF REPRESENTATIVES,SENATE,Social Security Administration (SSA)",,10000,0,0,2024-10-17T14:56:42-04:00
3244586,7f19774d-e282-4630-92d0-cd13c5f1556b,Q3,"WILLIAMS AND JENSEN, PLLC",41454,"THE VANGUARD GROUP, INC.",2024,third_quarter,RET,"Retirement and savings issues, generally.","HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2024-10-17T15:07:56-04:00
3244626,65e3305f-7b5b-42d1-a916-2032bd426f55,Q3,DAVIS & HARMAN LLP,11674,MISSIONSQUARE RETIREMENT,2024,third_quarter,RET,"Proposals related to retirement and retiree health savings and collective investment trusts. Proposals related to governmental 457(b) plans. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress), related to the Roth catch-up contribution provision, and pension linked emergency savings accounts.","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2024-10-17T15:11:42-04:00
3244635,f77b76c1-6601-46a8-9b80-2cc9f074d5ab,Q3,"WILLIAMS AND JENSEN, PLLC",41454,CALIFORNIA STATE TEACHERS' RETIREMENT SYSTEM,2024,third_quarter,RET,"Legislation related to Social Security penalties, H.R. 82 and S. 597.","HOUSE OF REPRESENTATIVES,SENATE",90000,,0,0,2024-10-17T15:11:46-04:00
3244644,300711aa-e558-4a15-9b8a-dd3021efc006,Q3,DAVIS & HARMAN LLP,11674,MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY,2024,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. Issues related to the tax treatment of retirement plans, IRAs, and annuity products. Issues related to pension risk transfers. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2024-10-17T15:13:04-04:00
3244649,52521f28-5912-4ec2-aaa4-bd13c9368a21,Q3,"WILLIAMS AND JENSEN, PLLC",41454,"DEFINED BENEFIT RETIREMENT PROTECTION FUND, INC.",2024,third_quarter,RET,Legislation affecting WEP and GPO under the Social Security Program; H.R. 82; S.597.,"HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2024-10-17T15:13:16-04:00
3244660,1950f434-b29f-4d5f-9261-250afa38858e,Q3,DAVIS & HARMAN LLP,11674,RETIREMENT INDUSTRY TRUST ASSOCIATION,2024,third_quarter,RET,"Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments. Retirement proposals in the Treasury Department's General Explanations of the Administration's Fiscal Year 2025 Revenue Proposals. Discussion draft of Retirement Improvements and Savings Enhancements (RISE) Act of 2016. IRA investment changes in H.R. 5376, Build Back Better Act/Inflation Reduction Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2024-10-17T15:14:19-04:00
3244681,8dc6a8a1-6962-4b85-bebb-7d5045d154ce,Q3,DAVIS & HARMAN LLP,11674,INSPIRA FINANCIAL,2024,third_quarter,RET,"Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments. IRA investment changes in H.R. 5376, Build Back Better Act/Inflation Reduction Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress), regarding issues related to automatic portability.","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2024-10-17T15:15:33-04:00
3244684,70520405-e747-4e3b-8181-6925e7c7213b,Q3,"WILLIAMS AND JENSEN, PLLC",41454,HOUSTON FIREFIGHTERS RELIEF AND RETIREMENT FUND,2024,third_quarter,RET,Legislation related to Social Security penalties. H.R. 82 and S. 597.,"HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",30000,,0,0,2024-10-17T15:15:54-04:00
3244696,5186c831-f085-4590-9889-b35f97685a26,Q3,"WILLIAMS AND JENSEN, PLLC",41454,LOS ANGELES COUNTY EMPLOYEES' RETIREMENT SYSTEM,2024,third_quarter,RET,Legislation related to Social Security penalties. H.R. 82 and S. 597.,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2024-10-17T15:16:56-04:00
3244737,fb5dbc2c-8934-48d7-9d94-c49371fb5c63,Q3,DAVIS & HARMAN LLP,11674,SPARK INSTITUTE,2024,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. Issues related to the SEC hard close and swing pricing proposal. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress) related to Roth catch-up effective date and missing participant issues. S. 2517, Auto Reenroll Act.","HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE",,,0,0,2024-10-17T15:21:50-04:00
3244751,82e845f0-8323-4b0f-9ff5-252363157057,Q3,DAVIS & HARMAN LLP,11674,TIAA,2024,third_quarter,RET,"Issues related to tax incentives for retirement savings. Legislation to expand the employee-sponsored retirement system. Issues related to lifetime income products in qualified retirement plans. Proposals to increase 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. Issues related to electronic notarization. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 3942, Lifetime Income for Employees Act.","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2024-10-17T15:22:58-04:00
3244760,a3383b99-5495-4985-b1c0-1ee8773ce489,Q3,DAVIS & HARMAN LLP,11674,VANGUARD GROUP,2024,third_quarter,RET,"Issues related to tax incentives for retirement savings. Issues related to employee benefit plan investments and administration, and electronic delivery of ERISA-mandated statements and disclosures. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). S. 2517, Auto Reenroll Act of 2023. IRA QDIA Proposal.","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2024-10-17T15:24:56-04:00
3244764,bc2f189d-2d4c-4d16-a93b-39fcf857f531,Q3,THE ERISA INDUSTRY COMMITTEE,13803,ERISA INDUSTRY COMMITTEE,2024,third_quarter,RET,"Paid leave issues Emergency savings Single-employer defined benefit issues Retirement plan disclosures Retirement plan investment requirements, options, duties, and related issues Retirement plan contribution flexibility Modernizing retirement plan administration Retirement plan recordkeeping issues PBGC premiums SECURE 2.0 Act implementation Multiemployer pensions Litigation and enforcement affecting benefit plans Retirement plan coverage","Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Office of the Comptroller of the Currency (OCC),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,90000,0,0,2024-10-17T15:24:57-04:00
3244818,0f613df5-6423-4a9b-a3df-bbf088a4b82c,Q3,NATIONAL RURAL LETTER CARRIERS' ASSOCIATION,28526,NATIONAL RURAL LETTER CARRIERS' ASSOCIATION,2024,third_quarter,RET,"H.R. 82-""Social Security Fairness Act of 2023""-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 supports this bill. S. 597-""Social Security Fairness Act""-Senate companion bill, the bill repeals provisions that reduce Social Security benefits for individuals who receive other benefits such as a pension from a state and local government, as well as eliminates the GPO and WEP. The NRLCA supports this bill. H.R. 5723-""Social Security 2100""-legislation that protects Social Security. The bill also repeals WEP and GPO. The NRLCA has not taken a position on this bill. H.R. 866-""Equal COLA Act""-legislation that would revise the formula used to calculate the cost of living adjustment for annuities under FERS. The NRLCA has not taken a position on this bill. H.R. 5995-""Federal Retirement Fairness Act""-legislation that would allow federal and postal employees who spent time in the non-career or temporary status before becoming a regular to buy back their time from their non-career status. The NRLCA endorsed this legislation.","HOUSE OF REPRESENTATIVES,SENATE",,125000,0,0,2024-10-17T15:30:17-04:00
3244913,b7ed4ed6-9ab9-4489-899e-2b5dcbfc7883,Q3,"RUTLEDGE POLICY GROUP, LLC",401105775,AMERICAN RETIREMENT ASSOCIATION,2024,third_quarter,RET,General Retirement Savings Legislation - All Provisions SECURE 2.0 Act of 2022 - Technical Corrections General 401(k) and 403(b) legislation- All provisions,"HOUSE OF REPRESENTATIVES,SENATE",45000,,0,0,2024-10-17T15:38:55-04:00
3244982,e7320afa-8a48-449f-b693-bc03b782bd9a,Q3,DAVIS & HARMAN LLP,11674,EDWARD JONES INVESTMENTS,2024,third_quarter,RET,"Proposals related to small business retirement issues and retirement savings issues. SIMPLE IRAs. Issues related to automatic reenrollment. Partnership tax issues. Required minimum distribution issues. Proposals to assist military spouses. Issues related to emergency savings. Proposals related to net investment income. Proposals to assist caregivers. Issues related to SEC's liquidity and swing pricing proposal. Issues related to the SEC's predictive data analytics proposal. Issues related to Roth catch-up contribution effective date. Issues regarding age 18 eligibility. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act (117th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 4924/S. 2517, Auto Reenroll Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. S. 3305, Helping Young Americans Save for Retirement Act.","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2024-10-17T15:47:51-04:00
3244994,4cb80149-b3b4-4365-a7a5-0dfab3272004,Q3,DAVIS & HARMAN LLP,11674,FMR LLC,2024,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. Work related to brokerage window investments. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Issues related to electronic witnessing. Issues related to SEC's liquidity and swing pricing proposal. Issues related to the Roth catch-up effective date. Issues related to the SEC's predictive data analytics proposal. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). S. 4147/H.R. 7860, Financial Freedom Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 1059/S. 1212, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. H.R. 4924/S. 2517, Auto Reenroll Act.","HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE",10000,,0,0,2024-10-17T15:49:26-04:00
3245019,1ab22003-4e4a-4417-9c3a-69862753ef8a,Q3,DAVIS & HARMAN LLP,11674,AMERICAN BENEFITS COUNCIL,2024,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. Work regarding automatic plans and backdoor Roth contributions. Proposals related to plan amendment deadlines. Proposals related to PEP service crediting. Proposals related to Section 401(h) surplus and VEBA surplus. Issues related to Internal Revenue Code Section 162(m). Issues related to tax incentives for retirement savings. Issues related to electronic witnessing. Proposals related to environmental, social, and governance plan investments and proxy voting. Issues related to Qualified Professional Asset Managers. Issues related to cybersecurity in retirement plans. Proposals related to stemming leakage from retirement plans. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals related to PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to PBGC collections and PBGC disclosure and mediation issues. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. 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 regarding pension risk transfers. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. Proposals related to stretch IRAs. Issues related to government issued mortality tables. Proposals to amend the nondiscrimination provisions to protect older, longer service employees. State-administered retirement plan initiatives. Annuitization with respect to defined contribution plans. QLACs. Proposals that would consolidate various retirement and IRA types. Proposals regarding a retirement lost and found. Proposals related to savings accounts for emergencies. Proposals related to disaster relief. Issues related to paid family and medical leave. Work regarding 15% pension minimum tax issue. Proposals related to self-correcting inadvertent plan errors. Issues related to SEC's liquidity and swing pricing proposal. Issues related to IRS Form W-4R and W-4P. Department of Labor Secretary nomination. Issues regarding age 18 eligibility. Issues related to the SEC's predictive data analytics proposal. Issues related to Roth catch-up contribution effective date. Issues related to long term part time employees. Proposals related to automatic enrollment grandfather rules. H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). H.R. 4830, Pension and Budget Integrity Act (117th Congress). H.R. 5877/S. 3746, Pension Risk Transfer Accountability Act (117th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). S. 4153, Incentivizing Small Business Retirement Savings Act (117th Congress). S. 4219/H.R. 7740, Employee and Retiree Access to Justice Act (117th Congress). H.R. 7780, Mental Health Matters Act (117th Congress). H.R. 5376, Build Back Better Act (117th Congress). Technical corrections of H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 9066/S. 4973, Retirement Savings Modernization Act (117th Congress). H.R. 9462/S. 5271, Retirement Savings for Americans Act (117th Congress). H.R. 4924/S. 2517, Auto Reenroll Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. H.R. 5060/S. 2627, Women's Retirement Protection Act. H.R.7293, Automatic IRA Act of 2024. S. 3305/H.R. 9281, Helping Young Americans Save for Retirement Act. H.R. 8818, American Privacy Rights Act.","HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE",40000,,0,0,2024-10-17T15:52:12-04:00
3245073,d6279f53-71e1-425e-a4de-c553e71df365,Q3,DAVIS & HARMAN LLP,11674,BROKER/DEALER COORDINATION GROUP,2024,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 standard of care. Legislative proposals to address the fiduciary issue or the SEC standard of care. State fiduciary rules. SEC proposal regarding predictive data analytics. H.J.Res. 142/S.J.Res. 79, Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Labor relating to ""Retirement Security Rule: Definition of an Investment Advice Fiduciary"". H.R. 9029, Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2025.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Office of Management & Budget (OMB),Securities & Exchange Commission (SEC),SENATE",20000,,0,0,2024-10-17T15:59:36-04:00
3245298,332b2ee8-e7d9-4087-8e22-47ca0d978a87,Q3,CMFG LIFE INSURANCE COMPANY,80510,CMFG LIFE INSURANCE COMPANY,2024,third_quarter,RET,"Support technical corrections to be made to SECURE 2.0 law. Support H.R. 3063, the Retirement Fairness for Charities and Educational Institutions Act. Allows 403(b) retirement plans to invest in unregistered insurance contracts and CITs. Included in H.R. 2799, Expanding Access to Capital Act.","HOUSE OF REPRESENTATIVES,SENATE",,120000,0,0,2024-10-17T16:35:27-04:00
3245420,b9b56dde-5fba-4431-85f0-e50ba5dabce8,Q3,NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS,26901,NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS,2024,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.","HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),SENATE,Treasury, Dept of",,459605,0,0,2024-10-17T16:45:57-04:00
3245633,14f5623e-4ab8-4bf6-9246-3099f9343bf1,Q3,NATIONWIDE MUTUAL INSURANCE COMPANY,26411,NATIONWIDE MUTUAL INSURANCE COMPANY,2024,third_quarter,RET,"PL 117-328 Consolidated Appropriations Act, 2023 - SECURE 2.0 Issue Investment Advice Standards Issue Davis Bacon Issue Retirement Security HR 1177/S 427 Financial Freedom Act of 2023 - prohibit the Secretary of Labor from constraining the range or type of investments that may be offered in retirement accounts HR 9462/S 5271 Retirement Savings for Americans Act -- establish the American Worker Retirement Plan HR 2593 Senior Security Act -- establishes the Senior Investor Taskforce within the Securities and Exchange Commission HR 2799 Expanding Access to Capital Act -- reforms to the capital markets of the United States HR 3063 Retirement Fairness for Charities and Educational Institutions Act of 2023 -- amend the Federal securities laws to enhance 403(b) plans HR 3942 Lifetime Income for Employees (LIFE) Act -- amend the Employee Retirement Income Security Act of 1974 to permit default investment arrangements in annuities HR 4237 Ensuring Sound Guidance Act -- amend the Investment Advisers Act of 1940 and the Employee Retirement Income Security Act of 1974 to specify requirements concerning the consideration of pecuniary and non-pecuniary factors DRAFT SECURE 2.0 Technical Corrections - Changes and corrections to SECURE 2.0 HR 5408/S 2767 SSI Savings Penalty Elimination Act-to increase asset limits for SSI recipients HR 7293 Automatic IRA Act of 2024 Secure 2.0 Implementation S 692 - This bill seeks to help Americans better plan for retirement and enhance retirement security by ensuring they plan for retirement and enhance retirement security by ensuring they have the information to make informed decisions regarding social security benefits","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE",,700000,0,0,2024-10-17T17:16:45-04:00
3245976,b5ab5971-25ac-4571-9abc-c672553b8a69,Q3,"BROWNSTEIN HYATT FARBER SCHRECK, LLP",7257,"UNIVERSAL SAVINGS FOR AMERICANS, FORMERLY REPORTED AS, SAVINGUSA",2024,third_quarter,RET,Issues related to retirement savings S.3102 - Retirement Savings for Americans Act of 2023,SENATE,90000,,0,0,2024-10-17T18:29:40-04:00
3246509,a94958db-eac8-419d-bbb7-de2f6e1e9826,Q3,FORBES-TATE,400976792,"EDWARD D. JONES & CO., L.P.",2024,third_quarter,RET,"Issues related to retirement security and savings matters; Issues related to small business retirement and retirement savings; Issues related to retirement savings for military spouses; SIMPLE IRAs; Issues related to financial transaction, capital gains, and dividend income taxes; Issues related to senior investor protection matters; Issues related to SEC and DOL standard of care rulemaking; Issues related to partnership tax and IRS Code Section 199A.",SENATE,50000,,0,0,2024-10-17T22:16:59-04:00
3246606,833f4129-201f-428f-b4dc-1592f06cec50,Q3,"CGCN GROUP, LLC",76992,AMERICAN RETIREMENT ASSOCIATION,2024,third_quarter,RET,"Issues related to retirement securities; H.R. 3063, Retirement Fairness for Charities and Educational Institutions Act of 2023; S.3102 - Retirement Savings for Americans Act of 2023; H.R.6065 - Retirement Savings for Americans Act of 2023.","HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2024-10-17T23:08:41-04:00
3246896,12d826a7-e17b-42f9-983a-0566dd9f10fd,3A,DAVIS & HARMAN LLP,11674,EDWARD JONES INVESTMENTS,2024,third_quarter,RET,"Proposals related to small business retirement issues and retirement savings issues. SIMPLE IRAs. Issues related to automatic reenrollment. Partnership tax issues. Required minimum distribution issues. Proposals to assist military spouses. Issues related to emergency savings. Proposals related to net investment income. Proposals to assist caregivers. Issues related to SEC's liquidity and swing pricing proposal. Issues related to the SEC's predictive data analytics proposal. Issues related to Roth catch-up contribution effective date. Issues regarding age 18 eligibility. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act (117th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 4924/S. 2517, Auto Reenroll Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. S. 3305/S. 4917, Helping Young Americans Save for Retirement Act. H.R. 9765/S. 5148, Improving Retirement Security for Family Caregivers Act. H.R. 9764/S. 5149, Catching Up Family Caregivers Act.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2024-10-18T08:13:42-04:00
3246901,8a1dcf06-3120-491e-84de-e1e659b41ca6,Q3,DAVIS & HARMAN LLP,11674,GIRL SCOUTS OF THE USA,2024,third_quarter,RET,"Pension funding issues. PBGC related issues. Proposals related to plan transfers. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2024-10-18T08:25:38-04:00
3246922,680b86ea-7f19-4447-b67c-ed1fcb1eaa2b,Q3,DAVIS & HARMAN LLP,11674,NATIONWIDE INSURANCE COMPANIES,2024,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. Proposals related to emergency savings accounts. Qualified plan issues. Proposals related to 401(h) surplus. Proposals related to self correcting inadvertent plan errors. Proposals that would consolidate various retirement and IRA types. Proposals related to annuity incentives. Proposals to reform 403(b) plan investments. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Proposals related to ETFs and variable annuities. Issues related to SEC's liquidity and swing pricing proposal. Proposals regarding the portability of retirement savings. Issues related to Roth catch-up contribution effective date. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 4924/S. 2517, Auto Reenroll Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. H.R. 7293, Auto IRA Act of 2024","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2024-10-18T08:33:24-04:00
3246929,e2ed7aef-5c76-4d87-8cf6-db890eb3e9fa,Q3,DAVIS & HARMAN LLP,11674,NATIONAL RURAL ELECTRIC COOPERATIVE ASSN,2024,third_quarter,RET,"Proposals related to PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Requirement for paper statements under ERISA. Proposals related to nondiscrimination testing of pension plans. Proposals related to defined benefit plan administration. Proposals related to Code Section 415 limit. Proposals related to employee tax credit for employer retirement contributions. Issues related to Internal Revenue Code Section 415. Issues related to Roth catch-up contribution effective date. Proposals related to automatic enrollment grandfather rules. H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). H.R.6738, Retirement Tax Credit Parity for Cooperatives and Charities Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 1059/S. 1212, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. H.R. 8818, American Privacy Rights Act.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2024-10-18T08:34:54-04:00
3246941,e83dc5ff-f7ce-4bee-b0b3-45daa5c61a40,Q3,DAVIS & HARMAN LLP,11674,STATE STREET BANK AND TRUST CO.,2024,third_quarter,RET,"Issues related to expanding retirement coverage and adequacy, facilitating retirement income, and increasing retirement security. Issues related to Qualified Professional Asset Managers. Issues related to qualifying longevity annuity contracts. Issues related to state law preemption. Proposals to reform the multiple employer plan rules. Issues related to default annuitization. Proposals related to environmental, social, and governance criteria in plan investments and proxy voting. Child Savings Accounts. Issues related to 403(b) investments. Annuity defaults. Annuity tax credits. Issues relating to disclosure of longevity risk. S. 1011, to modify the requirements for multiple employer plans (116th Congress). S. 321, Retirement Security Act (116th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). H.R. 5376, the Build Back Better Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 4924/S. 2517, Auto Reenroll Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. H.R. 7293, Automatic IRA Act of 2024","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2024-10-18T08:42:53-04:00
3246946,cc998aeb-fe1b-4ae1-9f90-a332c57e7c88,Q3,DAVIS & HARMAN LLP,11674,LPL FINANCIAL,2024,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. Issues regarding age 18 eligibility. Issues related to artificial intelligence. Issues regarding qualified charitable distributions. S. 2387, Small Business Tax Fairness Act (117th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 4924/S. 2517, Auto Reenroll Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. S. 3305/H.R. 9281, Helping Young Americans Save for Retirement.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2024-10-18T08:48:40-04:00
3246957,391521a4-29a4-43e3-b847-4b2ed1e35391,Q3,DAVIS & HARMAN LLP,11674,EMPOWER RETIREMENT LLC,2024,third_quarter,RET,"Proposals related to retirement plan enhancements. Tax incentives for retirement savings. Issues related to artificial intelligence. H.R. 7293, Automatic IRA Act of 2024","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2024-10-18T08:50:43-04:00
3246986,26ef9d93-c609-4e1e-9a11-898ecfd104f2,Q3,DAVIS & HARMAN LLP,11674,WILLIS NORTH AMERICA INC,2024,third_quarter,RET,"Issues related to government issued mortality tables. Issues related to tax incentives for retirement savings. Retirement assumption issues. Issues regarding defined benefit plans. Work regarding 15% pension minimum tax issue. Issues related to Roth catch-up contribution effective date. H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 4924/S. 2517, Auto Reenroll Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers.","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2024-10-18T09:01:05-04:00
3246998,2f94a59c-e280-4790-9738-1b67e4a4a7f8,Q3,DAVIS & HARMAN LLP,11674,TRANSAMERICA LIFE INSURANCE COMPANY,2024,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 reform 403(b) plan investments. Proposals to amend the Internal Revenue Code and ERISA to avoid duplicative annual reporting. Issues related to electronic witnessing. Issues related to the Roth catch-up contribution effective date. Proposals related to automatic enrollment grandfather rules. Issues regarding age 18 eligibility. SEC hard close and swing pricing proposal. Proposals related to gig workers. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 1059/S. 1212, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. H.R. 4924/S. 2517, Auto Reenroll Act. S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers. H.R. 7293, Automatic IRA Act of 2024 S. 3305/H.R. 9281, Helping Young Americans Save for Retirement Act","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2024-10-18T09:02:30-04:00
3247358,1ffc6c7f-64f7-44fc-9d5b-31b555b5b57f,Q3,NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION,27081,NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION,2024,third_quarter,RET,"Support H.R. 82/S.597, the Social Security Fairness Act, which would repeal the windfall elimination provision (WEP) and the government pension offset (GPO). Support a markup by the House Committee on Ways and Means. Support H.R. 716: The Fair COLA for Seniors Act, which would require Social Security and federal retirement programs to use the Consumer Price Index for the Elderly (CPI-E) to calculate cost-of-living adjustments(COLAs) to retirement benefits. Support the Public Servants' Protection and Fairness Act, H.R. 4260, to provide relief to individuals penalized by the windfall elimination provision. Support the Equal Protection of Public Servants Act, H.R. 5342, to provide relief to individuals penalized by the windfall elimination provision. Support the Social Security 2100 Act, H.R. 4583/S.2280, which would include repeal of WEP and GPO, extend the solvency of the Social Security Trust fund, improve COLAs, increase the average and minimum Social Security benefit, and more. Support H.R. 5995, the Federal Retirement Fairness Act, to permit retirement credit for temporary employment.","Federal Retirement Thrift Investment Board,HOUSE OF REPRESENTATIVES,SENATE",,50000,0,0,2024-10-18T10:02:24-04:00
3247563,4c900b32-4a6d-4672-9944-0c373819147b,Q3,"LONGBOW PUBLIC POLICY GROUP, LLC",401106355,"CENTER FOR CAPITAL MARKETS COMPETITIVENESS, U.S. CHAMBER OF COMMERCE",2024,third_quarter,RET,"Retirement Security Rule: Definition of an Investment Advice Fiduciary, defining when a person renders investment advice for a fee or other compensation, direct or indirect with respect to any moneys or other property of an employee benefit plan, for purposes of the definition of a fiduciary in the Employee Retirement Income Security Act of 1974 (89 FR 32122, April 25, 2024).","Labor, Dept of (DOL)",30000,,0,0,2024-10-18T10:16:36-04:00
3247789,0ceab7d8-0a0a-49a8-b021-b675e42406e4,Q3,"LONGBOW PUBLIC POLICY GROUP, LLC",401106355,UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA,2024,third_quarter,RET,Implementation of the Special Financial Assistance Program created through the American Rescue Plan Act of 2021 (P.L. 117-2).,Pension Benefit Guaranty Corporation (PBGC),20000,,0,0,2024-10-18T10:29:43-04:00
3247917,7d2e1e8a-707f-47dc-8540-7cbb94dc7073,Q3,"LONGBOW PUBLIC POLICY GROUP, LLC",401106355,FEDERAL LAW ENFORCEMENT OFFICERS ASSOCIATION,2024,third_quarter,RET,"H.R. 82, the ""Social Security Fairness Act,"" legislation to amend title II of the Social Security Act to repeal the government pension offset and windfall elimination provision; entire bill.",,40000,,0,0,2024-10-18T10:41:36-04:00
3247979,b73b0847-d377-401d-b908-347d5d133501,Q3,STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES,83854,STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES,2024,third_quarter,RET,"Retirement savings incentives, including: Automatic Retirement Plan Act; Retirement Fairness for Charities and Educational Institutions Act of 2023; Default annuitization.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Office of Management & Budget (OMB),SENATE",,230000,0,0,2024-10-18T10:48:31-04:00
3248124,86529cb0-5be5-4634-b189-22c5bedd5072,Q3,SERVICE EMPLOYEES INTERNATIONAL UNION CTW-CLC,34887,SERVICE EMPLOYEES INTERNATIONAL UNION CTW-CLC,2024,third_quarter,RET,Pensions,"HOUSE OF REPRESENTATIVES,SENATE",,240000,0,0,2024-10-18T10:58:54-04:00
3248127,f6e4a4eb-573d-4c78-a121-72831260e7fa,Q3,MARIA FREESE,400861526,NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE,2024,third_quarter,RET,"Older Americans Act Reauthorization. The Older Americans Act Reauthorization Act of 2024 (S. 4776): Proposals to reauthorize the Older Americans Act (OAA) of 1965 and to increase the authorization of appropriations for OAA programs, which is the major federal discretionary funding source for home and community-based services for older adults and their caregivers. Programs supported through the OAA include home-delivered and congregate nutrition services, in-home supportive services, transportation, caregiver support, community service employment, health and wellness programs, the long-term care ombudsman program, services to prevent the abuse, neglect, and exploitation of older adults, and other supportive services. Medicare, Medicaid and Social Security. The Alleviating Barriers for Caregivers (ABC) Act (H.R. 8018 and S. 3109): Proposals would require HHS and SSA to review application processes, procedures, forms, and communications for Medicare, Medicaid, Childrens Health Insurance Program, and Social Security programs in order to reduce administrative barriers facing family caregivers. The bill requires agencies to identify and report to Congress on actions that can be taken to streamline eligibility and assistance for family caregivers within existing programs. Social Security Cost of Living Adjustment (COLA). The Fair COLA for Seniors Act (H.R. 716) and the Social Security Cost of Living Increase Act (H.R. 1688): Proposals to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries; the Boosting Benefits and COLAs for Seniors Act (S. 3974): Proposal to calculate COLAs using the current Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W) or the Consumer Price Index for the Elderly (CPI-E), whichever is greater. Social Security Expansion. The Social Security 2100 Act (H.R. 4583 and S. 2280): Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. The Social Security Expansion Act (S. 393 and H.R. 1046): Proposals to enhance Social Security benefits and ensure the long-term solvency of the Social Security program. The Strengthening Social Security Act (H.R. 3261): Proposals to extend the solvency of the Social Security Trust Funds and improve benefits. The Safeguarding American Families & Expanding Social Security Act (S. 5017): Proposals to update and modernize Social Security benefits and to extend solvency of the Social Security Trust Funds. The Protecting and Preserving Social Security Act (H.R. 9300 and S. 4877): Proposals to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries and to ensure the long-term solvency of the Social Security program by altering the payroll tax cap. The Protecting Our Widows and Widowers in Retirement Act (H.R. 3926): Proposals to improve benefits for widows and widowers in two-income households. The Surviving Widow(er) Income Fair Treatment Act (SWIFT Act) (S. 2741): Proposal to increase survivors benefits for disabled widows, widowers, and surviving divorced spouses. Social Security Funding. The Medicare and Social Security Fair Share Act (H.R. 4535 and S. 1174): Proposals to close the loophole for wealthy individuals who bypass paying the net investment income tax (NIIT) and directing the revenue to the Social Security Trust Funds and to the Hospital Insurance Fund, which pays for Medicare Part A that covers inpatient care in hospitals. Social Security Privatization and Benefit Cuts. (No bill): Proposals to borrow funds to invest in the stock market, to raise the Social Security retirement age and to cut Social Security benefits for future retirees promoted by Senator Bill Cassidy and Senator Angus King. Caregiver Social Security Credits. The Social Security Caregiver Credits Act (S. 1211 and H.R. 3729): Proposal to provide Social Security wage credits for individuals who reduce their participation in the workforce or leave the workforce to provide care to specified family members and relatives. Social Security Government Pension Offset and Windfall Elimination Provision. The Social Security Fairness Act of 2023 (H.R. 82 and S. 597) and the Public Servants Protection and Fairness Act (H.R. 4260): Proposals to repeal or modify the Government Pension Offset and Windfall Elimination Provision. Social Security Notch. (No bill): Proposals to ensure that Social Security benefits for individuals born in 1960 and 1961 are not reduced as a result of the coronavirus-related drop in the average wage index. Protecting Seniors from Garnishment. (No bill): Proposal to protect Social Security beneficiaries from having their Social Security benefits garnished to recover unpaid student loans. Social Security Disability Insurance Claim Adjudication. (No bill): Proposal to nullify the rule finalized by the Social Security Administration on November 16, 2020, that outlines when its administrative appeals judges may hold hearings and issue decisions on individual cases. Currently, these judges serve an appellate function where they review, at the request of Social Security claimants, the decisions of the administrative law judges who issue decisions in individual cases. Social Security Overpayments. (No bill): Proposals to protect retirees, survivors and people with disabilities from being forced to repay extra Social Security and Supplemental Security Income (SSI) benefits they received through no fault of their own. Strengthening Beneficiaries Rights. (No bill): Various proposals relating to the protection and rights available to Social Security and Supplemental Security Income beneficiaries. Social Security Benefit Statements. The Know Your Social Security Act (No bill): Proposal to implement section 1143 of the Social Security Act by clarifying the Social Security Administration is required to mail annual benefit statements to all workers over age 25. Supplemental Security Income (SSI) Program. The Supplemental Security Income Restoration Act (H.R. 7138 and S. 2767): Proposals to strengthen and restore the SSI program. Supplemental Security Income (SSI) Program. The SSI Savings Penalty Elimination Act (S. 2767 and H.R. 5408): Proposal to amend title XVI of the Social Security Act to update the resource limit for Supplemental Security Income eligibility. The Fairness in Social Security Act (H.R. 4348): Proposal to amend the Internal Revenue Code of 1986 to exclude the portion of a lump-sum Social Security benefit payment that relates to periods prior to the taxable year from the determination of household income as it relates to SSI eligibility. Retirement Plan Distribution: IRS Notice relating to Use of an Electronic Medium to Make Participant Elections and Spousal Consents (RIN 1545-Bq50). House Committee on Aging. (H. Res. 1029): A Resolution amending the Rules of the House to reestablish a Permanent Select Committee on Aging. Retirement Plan Fiduciary Rule: U.S. Department of Labor, Employee Benefits Security Administration, Office of Regulations and Interpretations - RIN 1210-AC02; Application No. D-12057; Application No. D-12060. Supporting the Department of Labor proposed regulation to modernize the fiduciary rule to strengthen protections for retirement investors who seek professional investment advice. (H.J. Res 142 and S.J. Res 79): Opposing resolutions providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Labor relating to ""Retirement Security Rule: Definition of an Investment Advice Fiduciary"". Social Security Administration. The Improving Social Securitys Service to Victims of Identity Theft Act (H.R. 3765 and H.R. 3784): Proposal to improve Social Security's service to victims of identity theft by requiring the Social Security Administration to provide a single point of contact for any individual whose Social Security account number has been misused. Social Security Administration. Comments in support of Omitting Food from In-Kind Support and Maintenance Calculations, Docket No. SSA-2021-0014; Comments in support of Expanding the Rental Subsidy, Docket No. SSA-2023-0010; Comments in support of Intermediate Improvement to the Disability Adjudication Process Including How We Consider Past Work, Docket No. SSA-2023-0024; Comments in support of Rulemaking Expanding the Definition of a Public Assistance Household, Docket No. SSA-2023-0015; Comments supporting and strengthening rule regarding the Use of Electronic Payroll Data to Improve Program Administration, Docket No. SSA-2016-0039. Social Security Administration: Comments submitted regarding Social Security Form SSA-827 proposal (Medical Record Collection Process) and the Disability Applicant Evidence Simplification Act (DAESA) draft. Womens Retirement Security. The Womens Retirement Protection Act (S. 2627 and H.R. 5060): Proposal to amend the Employee Retirement Income Security Act of 1974 to provide for greater spousal protection under defined contribution plans. Food Security for Seniors. Farm bill reauthorization (The Farm, Food, and National Security Act of 2024, H.R. 8467; No Senate bill): opposing any cuts to future Supplemental Nutrition Assistance Program (SNAP) benefits or other harmful policies that would worsen the problem of hunger for Americas older adults and other food insecure individuals","Administration on Aging,Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Labor, Dept of (DOL),SENATE,Social Security Administration (SSA),Treasury, Dept of",60000,,0,0,2024-10-18T10:59:06-04:00
3248227,62aaed18-5fe1-432a-95a8-8c79c0721fcc,Q3,THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY,29607,THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY,2024,third_quarter,RET,"Retirement Security, Quarter 3 2024 1. H.J. Res 142, S.J. Res 79 Fiduciary Rule Congressional Review Act: A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Labor relating to ""Retirement Security Rule: Definition of an Investment Advice Fiduciary"" Income Security S. 2415 and H.R. 7107, the Long-Term Care Affordability Act: Would allow for tax free distributions from retirement accounts to fund LTC contracts. H.R. 133, Both provisions are in the larger bill.","HOUSE OF REPRESENTATIVES,SENATE",,740000,0,0,2024-10-18T11:08:29-04:00
3248273,558619cd-42de-46d1-9a36-97c213539ce5,Q3,LPL FINANCIAL,401103478,LPL FINANCIAL,2024,third_quarter,RET,General interest in retirement issues.,"HOUSE OF REPRESENTATIVES,SENATE",,480000,0,0,2024-10-18T11:16:36-04:00
3248609,e22487e2-00c2-4b4c-a837-3d4fd3b2d0d8,Q3,THE ALS ASSOCIATION,401104947,THE ALS ASSOCIATION,2024,third_quarter,RET,"Caregiver Credit Act (H.R3729 / S.1211) - All provisions, including those which give individuals serving as caregivers of dependent relatives with deemed wages for up to five (5) years of such service.","HOUSE OF REPRESENTATIVES,SENATE",,30000,0,0,2024-10-18T11:49:41-04:00
3248626,317b56d5-0fd4-4af4-a143-45e1c78a724d,Q3,"LONGBOW PUBLIC POLICY GROUP, LLC",401106355,SIGNATORY WALL AND CEILING CONTRACTORS ALLIANCE,2024,third_quarter,RET,"H.R. 7024, the Tax Relief for American Families and Workers Act of 2024; Title II-American Innovation and Growth, amendment proposal to authorize two-pool withdrawal liability for multiemployer pension plans (no amendment introduced). Implementation of the Special Financial Assistance Program created through the American Rescue Plan Act of 2021 (P.L. 117-2). H.R. 7135, the Ghost Handouts and Overpayments Stop Today Act, legislation to amend the Employee Retirement Income Security Act of 1974 to clarify the obligation of the Pension Benefit Guarantee Corporation to reclaim any overpayment of special financial assistance payment under the American Rescue Plan Act of 2021, including amounts paid on behalf of a deceased participant or beneficiary; entire bill. S. 4328, the Making All Fund Information Available Act, legislation to require any labor organization that is or would be the collective bargaining representative for any employees to provideinformationregarding any defined benefit plan of the labor organization before any labor organization election, and for other purpose; entire bill. General education concerning the need to authorize two-pool withdrawal liability for multiemployer plans in the construction industry as part of legislation to address the expiration of the Tax Cut and Jobs Act of 2017. General education concerning ERISA preemption.","HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2024-10-18T11:50:18-04:00
3248758,10498748-0d5e-4025-8ffc-90490272aa4e,Q3,DAVIS & HARMAN LLP,11674,LINCOLN NATIONAL CORPORATION,2024,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. Issues related to lifetime income proposals. Issues related to disclosure of longevity risk. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2024-10-18T12:03:08-04:00
3248846,1c8a7c29-987e-43bd-a7e5-4fc07df303ba,Q3,"MEHLMAN CONSULTING, INC.",284950,"AARP, INC.",2024,third_quarter,RET,S. 3109 - Alleviating Barriers for Caregivers (ABC) Act.,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2024-10-18T12:12:43-04:00
3248979,f9da0f67-986e-426c-86cb-91b9e861f752,Q3,"LONGBOW PUBLIC POLICY GROUP, LLC",401106355,"SIFF & ASSOCIATES, PLLC (OBO THE MECHANICAL CONTRACTORS ASSOCIATION OF AMERICA)",2024,third_quarter,RET,General education concerning the doctrine of ERISA preemption. General education concerning two-pool withdrawal liability for multiemployer pension plans in the construction industry.,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2024-10-18T12:24:30-04:00
3249082,261d0ddf-703c-4bc3-a2e9-1cbb41dc270c,Q3,NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION,28674,NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION,2024,third_quarter,RET,"The association monitors and reacts to policy concepts that may impact its ability to continue providing its high quality Retirement Security Plans to members, their employees, and the association staff at affordable rates and on reasonable terms and conditions. During the reporting period, no issues or introduced measures in this category were focused upon.",,,110000,0,0,2024-10-18T12:34:15-04:00
3249136,b53ca5f1-b82b-4da1-8302-03e3b7a70498,Q3,THORN RUN PARTNERS,400534596,"PRUDENTIAL FINANCIAL, INC.",2024,third_quarter,RET,Issues related to retirement.,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2024-10-18T12:36:54-04:00
3249352,0ad50f09-d13d-4e25-bc41-e48717e2a3dc,Q3,INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES,401105446,INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES,2024,third_quarter,RET,Oppose the Giving Retirement Options to Workers Act,,,100000,0,0,2024-10-18T12:58:20-04:00
3249525,5036b994-292b-4a0f-ba80-c6812cbc5df2,Q3,"WILLIAMS AND JENSEN, PLLC",41454,NATIONAL ASSN OF STATE TREASURERS (NAST),2024,third_quarter,RET,"Pension issues affecting municipal bonds or public pensions. Proposals related to unclaimed retirement savings. Implementation of related provisions included in SECURE 2.0, enacted in Division T of the Consolidated Appropriations Act, 2023 (P.L. 117-328).","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",50000,,0,0,2024-10-18T13:13:13-04:00
3250034,cbac210c-1bb5-410b-b759-523a57c41df6,Q3,INSURED RETIREMENT INSTITUTE,285494,INSURED RETIREMENT INSTITUTE,2024,third_quarter,RET,"Amends IRS Code to establish Auto Reenrollment Tax Credit (S.2512 - 118th Congress). DOL - EBSA - Implementation of the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022 (Public Law No: 117-328). DOL - EBSA - Request for Information - SECURE 2.0 Reporting and Disclosure (RIN 1210-AC23). DOL - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). DOL - Wage and Hour Division - Final Rule - Employee or Independent Contractor Classification Under the Fair Labor Standards Act - 87 FR 62218 (RIN 1235-AA43). DOL - Proposed Rule on Automatic Portability Transactions Exemption - 29 CFR 255 (RIN 1210-AC21). DOL Guidance on Pension‑Linked Emergency Savings Accounts. DOL- EBSA - Final Rule - Retirement Security Rule: Definition of an Investment Fiduciary - 29 CFR 2510, RIN 1210-AC02. DOL-EBSA- FINAL Amendments to PTE 2020-02 - 29 CFR 2550, RIN 1210-ZA32. DOL- EBSA - FINAL Amendments to PTE 84-24 - 29 CFR 2550, RIN 1210-ZA33. DOL-EBSA- FINAL Amendments to PTEs 75-1, 77-4, 80-83, 83-1, and 86-128 - 29 CFR 2550, RIN 1210-ZA34. Joint Resolution providing for congressional disapproval of the Department of Labors Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights Rule (S.J.Res.8/H.J. Res.30 - 118th Congress). Legislation and rulemaking affecting 403(b) retirement plans and federal and state regulations governing their administration and operation. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Biden Administration and Congressional proposals on tax reform, ERISA, and securities laws. Legislation establishing a federal regulatory framework to oversee the cryptocurrency market in and use of cryptocurrency in retirement plans. Legislation to clarify Form 5500 reporting requirement for retirement plans filing under a Group of Plans. Legislation to maintain and protect the diverse array of retirement plan structures. Legislation to prohibit IRSs use of private debt collection agencies for individuals over the age of 65. Legislation to promote, preserve and maintain tax-deferred treatment of retirement savings. Legislation to provide favorable tax treatment for guaranteed lifetime income. Legislation to provide technical corrections and extension of effective dates to implement the SECURE 2.0 Act. Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions. Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions. SEC - Final Rule Investment Company Names - 17 CFR Parts 232, 270 and 274 (RIN: 3235-AM72). SEC - FINRA - Proposed Rule Change to Extend the Effectiveness of Temporary FINRA Rule 3110.17 - SR-FINRA-2021-023. SEC - Implementation and Enforcement of Regulation BI and Form CRS. SEC - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division AA - Financial Services Matters, Title I-Registration for Index linked Annuities, Sec. 101. Parity for Registered Index-Linked Annuities Regarding Registration Rules. SEC - Proposed Rule - Conflicts of Interest Associated with the Use of Predictive Data Analytics by Broker-Dealers and Investment Advisers - 17 CFR 240 and 17 CFR 275 (RIN: 3235-AN00 and RIN: 3235-AN14). SEC - Proposed Rule - Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting, 17 CFR Parts 270 and 274 (RIN 3235-AM98). SEC - Proposed Rule - Safeguarding Advisory Client Assets - 17 CFR Parts 275 and 279 (RIN 3235-AM32). SEC - Proposed Rule Enhanced Disclosures by Certain Investment Advisers and Investment Companies about Environmental, Social, and Governance Investment Practices - 17 CFR Part 200, 230, 232, 239, 249, 274, and 279 (RIN: 3235-AM96). SEC - Proposed Rule Enhancement and Standardization of Climate-Related Disclosures for Investors - 17 CFR 210, 229, 232, 239, and 249 (RIN 3235-AM87). 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 - (Release Nos. 34-92766; IA-5833; File No. S7-10-21) (RIN 3235-AN00). SEC - Stay Order - Final Rule on Enhancement and Standardization of Climate-Related Disclosures during pending litigation. SEC - Final Rule - Registration for Index-Linked Annuities and Registered Market Value Adjustment Annuities; Amendments to Form N-4 for Index-Linked Annuities, Registered Market Value Adjustment Annuities, and Variable Annuities; Other Technical Amendments - 17 CFR Parts 230, 232, 239, and 274, RIN 3235-AN30. The Advice and Consent Act (S. 2727 - 118th Congress). The Auto Reenroll Act (S.2517/H.R.4924 - 118th Congress). The Data Privacy Act (H.R.1165 - 118th Congress). The Department of Labor Succession Act (H.R.4957 - 118th Congress). The Empowering States to Protect Seniors from Bad Actors Act (H.R.5914 - 117th Congress). The E-SIGN Modernization Act of 2022 (S.3715 - 117th Congress). The Financial Freedom Act of 2023 (S.427/H.R.1177 - 118th Congress). The Financial Innovation and Technology for the 21st Century Act (H.R.4763 - 118th Congress). The General Accounts Product Clarifications Act (H.R.9515 - 117th Congress). The Lifetime Income for Employees Act of 2023 (H.R.3942 - 118th Congress). The Lummis-Gillibrand Responsible Financial Innovation Act (S.2281 - 118th Congress). The No Discrimination in My Benefits Act (H.R.5338 - 118th Congress). The Portable Benefits for Independent Workers Pilot Program Act (S.1696/H.R.3482 - 118th Congress). The Providing Complete Information to Retirement Investors Act (H.R.5340 - 118th Congress). The RETIRE Act (H.R. 5339 - 118th Congress). The Retirement Proxy Protection Act (H.R.5337 - 118th Congress). The Retirement Savings for Americans Act of 2022 (S.5271/H.R.9462 - 117th Congress). The Richard L. Trumka Protecting the Right to Organize (PRO) Act of 2023 (S.567/H.R.20 - 118th Congress). The SAFER Banking Act (S.2860 - 118th Congress). The Secure And Fair Enforcement (SAFE) Banking Act of 2023 (S.1323/H.R.2891 - 118th Congress). The Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2023 (S.1212/H.R.1059 - 118th Congress). The Senior Security Act of 2023 (S.955/H.R.2593 - 118th Congress). The Small Business Tax Fairness Act (S.2387 - 117th Congress). The Small Businesses Add Value for Employees (SAVE) Act (H.R.4637 - 115th Congress). To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (H.R.6757 - 118th Congress). The Expanding Access to Retirement Savings for Caregivers Act (H.R.6772 - 118th Congress). The Helping Young Americans Save for Retirement Act (S.3305 - 118th Congress). The Automatic IRA Act of 2024 (H.R.7293-118th Congress). The Elder Justice Reauthorization and Modernization Act of 2023 (S.1198/H.R.2718-118th Congress). The Ensuring Sound Guidance Act (S.2282/H.R.4237 - 118th Congress). The Expanding Access to Capital Act (H.R.2799-118th Congress). The Further Consolidated Appropriations Act, 2024 (S.2309/H.R.2882 - 118th Congress). The Improving Disclosure for Investors Act (S.3815/H.R.1807-118th Congress). The Financial Fitness Act (H.R.8944-118th Congress). The Retirement Fairness for Charities and Educational Institutions Act of 2023 (S.4917/H.R.3063-118th Congress). The Empowering Main Street in America Act (S.5139-118th Congress). The Improving Retirement Security for Family Caregivers Act (S.5148-118th Congress). The Catching Up Family Caregivers Act (S.5149-118th Congress). Resolution providing for congressional disapproval under chapter 8 of title 5, USC, of the rule submitted by the DOL relating to ""Retirement Security Rule: Definition of an Investment Advice Fiduciary"" (H.J.Res.142-118th Congress). Departments of Labor, Health And Human Services, And Education, And Related Agencies Appropriations Bill, FY 2025 Subcommittee Mark. Resolution providing for congressional disapproval under chapter 8 of title 5, USC, of the rule submitted by the DOL relating to ""Amendment to PTE 2020-02"" (H.J.Res.140-118th Congress). Resolution providing for congressional disapproval under chapter 8 of title 5, USC, of the rule submitted by the DOL relating to ""Amendment to PTE 84-24"" (H.J.Res.141-118th Congress). Resolution providing for congressional disapproval under chapter 8 of title 5, USC, of the rule submitted by the DOL relating to ""Amendment to PTEs 75-1, 77-4, 80-83, 83-1, and 86-128)"" (H.J.Res.143-118th Congress). Resolution providing for congressional disapproval under chapter 8 of title 5, USC, of the rule submitted by the DOL relating to ""Retirement Security Rule: Definition of an Investment Advice Fiduciary"" (H.J.Res.142-118th Congress). Treasury - IRS - Request for SECURE 2.0 Guidance. Treasury - IRS - Notice 2023-54 - Transition Relief and Guidance Relating to Certain Required Minimum Distributions. Treasury - IRS - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury - IRS - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022. Treasury - IRS - Notice 2023-62 - Guidance on Section 603 of the SECURE 2.0 Act with Respect to Catch-Up Contributions. Treasury - IRS - Proposed Rule Required Minimum Distributions - 87 FR 10504, 26 CFR 1 and 26 CFR 54, REG-105954-20 (RIN: 1545-BP82). Treasury - IRS - Proposed Rulemaking: Multiple Employer Plans - 26 CFR Part 1 [REG-121508-18] (RIN 1545-BO97). Treasury - IRS - Guidance on Anti-Abuse Rules Under Sec. 127 of SECURE 2.0 and Other Issues for Pension-Linked Emergency Savings Accounts. Treasury - Request for Information on Financial Inclusion - 88 FR 88702 - Treas-Do-2023-0014. Treasury - IRS - Proposed Rulemaking: Required Minimum Distributions - 89 FR 58644 - [REG-103529-23] (RIN 1545-BQ66).","Government Accountability Office (GAO),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,170000,0,0,2024-10-18T13:51:11-04:00