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
3424944,384c0665-9f5e-4e5f-8fc5-dd584e8981e7,3T,LOBBYIT.COM,400487397,THE SENIOR CITIZENS LEAGUE,2025,third_quarter,RET,N/A,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,1,2025-08-21T14:06:49-04:00
3427150,d60eec73-2c30-404b-8c0a-3f147085c918,Q3,TREA SENIOR CITIZENS LEAGUE,38426,TREA SENIOR CITIZENS LEAGUE,2025,third_quarter,RET,"Social Security Reform; The Social Security Expansion Act (S.770, H.R.1700), The Social Security 2100 Act The Social Security Enhancement and Protection Act (H.R.2517) Protecting Social Security; Protect Social Security and Medicare Act (H.R.1950) Eliminating the Taxation of Social Security Benefits; The You Earned it You Keep It Act, The Senior Citizens Tax Elimination Act (H.R.1040), No Tax on Social Security (H.R.904) Fair COLA for Seniors","HOUSE OF REPRESENTATIVES,SENATE",,5000,0,0,2025-10-02T16:51:45-04:00
3427361,025226e0-3af8-4d71-80ee-8830ad6b99b1,Q3,NATIONAL ASSOCIATION OF POSTAL SUPERVISORS,401075023,NATIONAL ASSOCIATION OF POSTAL SUPERVISORS,2025,third_quarter,RET,"H.Con.Res 14, provisions included that may impact the Federal Employees Retirement System (FERS), the Civil Service Retirement System (CSRS) or the Thrift Savings Plan (TSP).","HOUSE OF REPRESENTATIVES,SENATE",,27250,0,0,2025-10-03T12:12:10-04:00
3427509,9cc2ab04-8430-404d-93c1-ad9c4bdc73fe,Q3,PENN AVENUE PARTNERS,400918672,"BRIGHTHOUSE FINANCIAL, INC.",2025,third_quarter,RET,Retirement issues impacting Brighthouse Financial.,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2025-10-03T18:31:59-04:00
3427865,581804f2-fd0d-4475-a13b-77be2c453c41,Q3,GUSTO,401106368,GUSTO,2025,third_quarter,RET,Preserve existing tax incentives for SMB retirement plans,"HOUSE OF REPRESENTATIVES,SENATE",,20000,0,0,2025-10-06T11:44:03-04:00
3428175,0ebe74ae-9ed9-45bb-af20-123be69ed5a3,Q3,PRIMACY STRATEGY GROUP,401105877,HEALTH&PENSIONWORKS (FKA HEALTHWORKS),2025,third_quarter,RET,"Multiemployer Pension Reform FY2025 Authorizations, Appropriations, and Budget Policy ection 101 of the SECURE 2.0 Act requires employers with more than 10 employees to automatically enroll new employees at 3% of pay, increasing annually by 1% up to at least 10% but no more than 15% of pay. The 401(k) automatic enrollment provision presents a unique and increased set of challenges for Taft-Hartley plans that do not encumber single-employer plans in the same manner and that require further legislative reforms. Put simply, these automatic enrollment and auto-escalation provisions would dramatically increase the administrative complexity of 401(k) deferrals for multiemployer plans. While SECURE 2.0 was intended to promote retirement savings, the added complexity of administering the automatic enrollemt and escalation provisions will undermine that objective because existing multiemployer DC plans will likely not add a 401(k) feature to their plans and very few (if any) new 401(k) plans will be established in the multiemployer space.","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2025-10-06T15:16:05-04:00
3428392,b41aa44a-1ea7-455a-b476-24185b79b08b,Q3,"ALLON ADVOCACY, LLC",401104657,"FORGE GLOBAL, INC.",2025,third_quarter,RET,Issues related to tax treatment of certain retirement accounts.,"HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE",50000,,0,0,2025-10-07T10:18:43-04:00
3428557,f97c04e0-b184-424a-94c0-72c5e805c8f1,Q3,ALYSON PARKER,401104026,NATIONAL RETIREE LEGISLATIVE NETWORK,2025,third_quarter,RET,Derisking,"HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE",15000,,0,0,2025-10-07T12:56:14-04:00
3428604,0c215a49-e4c3-46d2-b0a3-b7b92f4dfb5e,Q3,"CORNERSTONE GOVERNMENT AFFAIRS, INC.",75557,BLACKROCK FUNDS SERVICES GROUP LLC,2025,third_quarter,RET,Issues affecting the asset management industry and retirement savings.,"HOUSE OF REPRESENTATIVES,SENATE",90000,,0,0,2025-10-07T13:31:03-04:00
3428738,99708836-5d73-4e3d-a0e7-22232f60eca2,Q3,VENABLE LLP,39941,"ASSOCIATION OF FOOD AND DAIRY RETAILERS, WHOLESALERS AND MANUFACTURERS",2025,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",60000,,0,0,2025-10-07T16:27:52-04:00
3428960,505d405a-4de2-4db5-98aa-b9d5cb540130,Q3,"PORT SIDE STRATEGIES, LLC",401105394,SOCIAL SECURITY WORKS,2025,third_quarter,RET,"S.770 - Social Security Expansion Act - in support. H.R.1700 - Social Security Expansion Act - in support. H.R.2909 - You Earned It, You Keep It Act - in support S.2716 - You Earned It, You Keep It Act - in support. Boosting Benefits and COLAs for Seniors Act - in support. H.R. 4968 - Protecting and Preserving Social Security Act - in support S 2614 - Protecting and Preserving Social Security Act - in support.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2025-10-08T11:39:25-04:00
3429261,64f83974-b12b-4807-8332-8496c4c39da8,Q3,MR. MARK REY,400454181,NATIONAL OLDER WORKERS CAREER CENTER,2025,third_quarter,RET,Assisting retired federal workers to secure new employment opportunities,"HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),SENATE,U.S. Forest Service",6000,,0,0,2025-10-08T15:03:05-04:00
3430222,7db47e91-64c0-44e4-aec3-9f612b20b610,Q3,"T. ROWE PRICE GROUP, INC.",401108226,"T. ROWE PRICE GROUP, INC.",2025,third_quarter,RET,"H.R. 1, An Act to provide for reconciliation pursuant to title II of H. Con. Res. 14 The One Big Beautiful Bill Act H.R. 2089 and S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act. H.R. 6938 and S. 3976, Tax Relief for Victims of Crimes, Scams, and Disasters Act H.R. 1013 and S. 424 , the Retirement Fairness for Charities and Education Institutions Act of 2025 Private assets in DC plans Retirement income options Litigation reform for ERISA class actions","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",,30000,0,0,2025-10-10T16:06:26-04:00
3430852,ce3d7dc8-2973-4e8c-b0b3-dc9d17e96424,Q3,NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS,26901,NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS,2025,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",,459605,0,0,2025-10-13T10:20:55-04:00
3431089,f58a0c0a-c4d1-44fd-aeb9-76fde8a8df69,Q3,PRINCIPAL FINANCIAL GROUP,32178,PRINCIPAL FINANCIAL GROUP,2025,third_quarter,RET,"S.1831 - Auto Reenroll Act - This bill allows plan sponsors to automatically reenroll non-participating employees into their employer-sponsored retirement plans at least once every three years. S.1707 - Helping Young Americans Save Act - This bill lowers the age required for retirement plan eligibility to 18 (from 21). S.1728 - Employee Ownership Representation Act - This bill adds two representatives of ESOP organizations to the ERISA Advisory Council. S.1645 - American Ownership and Resilience Act - This bill proposes a new zero-subsidy investment facility within Commerce to provide loan guarantees for private investment funds focused on supporting employee ownership transitions at small and mid-size businesses. S.1840 - Retirement Investment in Small Employers Act - This bill would raise the minimum tax credit that small businesses with fewer than 10 employees can receive when establishing a retirement plan from a minimum threshold of $500 to $2,500. S. No Bill Number Assigned- Unlocking Benefits for Independent Workers Act - This bill would create a safe harbor under federal law for companies that would like to voluntarily provide access to benefits to contractors. S. No Bill Number Assigned - Independent Retirement Fairness Act - This bill would permit contractors to participate in retirement benefit plans like a single pension IRA and pooled employer plans, while insulating companies from being treated as an employer. H.R.2696 / S.1526 - Retirement Savings for Americans Act - This bill would create a federally-run defined contribution plan for private sector workers who lack access to or are ineligible for a workplace retirement plan from their employers. H.R.2988 - Protecting Prudent Investment of Retirement Savings Act - This bill requires retirement plan fiduciaries to prioritize maximizing returns rather than political or social impact via environmental, social, and governance factors. S. TBD- Leveraging Investment and Broadened Employee Retirement Today Act (LIBERTY Act): This bill amends the Employee Retirement Income Security Act of 1974 to clarify the fiduciary duties regarding asset classes. HR 5325 Unclaimed Retirement Rescue Plan. To direct the Secretary of Labor to promulgate a regulation allowing administrators of certain pension plans to voluntarily transfer unclaimed retirement distributions to State unclaimed property programs. Summary is in progress. S2359 SAFE HIRE Act. To require certification of employment eligibility compliance in annual reporting of certain securities issuers, and for other purposes. Summary is in progress. S1727 Employee Ownership Fairness Plan. To amend the Employee Retirement Income Security Act of 1974 to permit employee stock ownership plan participants to benefit from the full amount of beneficial ownership that can be accrued in the plan while also fully realizing the benefits of saving for retirement in a defined contribution plan. Summary in progress. S2458 Employee Ownership Financing Act. To require the Secretary of Labor to establish the Office of Employee Ownership to carry out the Employee Ownership Initiative and establish and carry out the Employee Ownership Loan Program, and for other purposes. Summary in progress. S2403 Retire Through Ownership Act. To amend the Employee Retirement Income Security Act of 1974 to provide a clear definition of adequate consideration for certain closely held stock, and for other purposes. Summary in progress.","HOUSE OF REPRESENTATIVES,SENATE",,459000,0,0,2025-10-13T13:37:09-04:00
3431343,20596a8b-e8da-423f-81db-0fe9bf156c42,Q3,"LONGBOW PUBLIC POLICY GROUP, LLC",401106355,UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA,2025,third_quarter,RET,"H.R. 2696, the Retirement Savings for Americans Act, a bill to make full- and part-time workers (including gig workers) who lack access to an employer-sponsored retirement plan eligible for a retirement account and automatically enrolled at 3% of their income with the option to increase or decrease their withholding or opt out entirely and making low- and moderate-income workers eligible for a 1% automatic contribution (as long as they remain employed) and up to a 4% matching contribution through a refundable tax credit; entire bill.",HOUSE OF REPRESENTATIVES,20000,,0,0,2025-10-13T16:56:34-04:00
3431378,bbf6dded-0d39-43dc-9707-3294ea110fce,Q3,"LONGBOW PUBLIC POLICY GROUP, LLC",401106355,SIGNATORY WALL AND CEILING CONTRACTORS ALLIANCE,2025,third_quarter,RET,"Employee Benefits Security Administration final rule entitled, Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights (87 FR 73822, December 1, 2022). H.R. 1, the One Big, Beautiful Bill Act, legislation to provide for reconciliation pursuant to title II of H. Con. Res. 14, proposal to authorize two-pool withdrawal liability. H.R. 1, the One Big, Beautiful Bill Act, legislation to provide for reconciliation pursuant to title II of H. Con. Res. 14, proposal to include revised flat rate premium multiemployer defined benefit plans pay for insurance at the PBGC, limits on the return assumptions used by multiemployer defined benefit plans, and changes to the calculation of withdrawal liability for such plans.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",40000,,0,0,2025-10-13T17:18:54-04:00
3431430,3da763a8-7979-438d-8628-7003efad9fc3,Q3,"THE PETRIZZO GROUP, INC.",305932,"BLACKROCK FUND SERVICES GROUP, LLC",2025,third_quarter,RET,Issues related to financial services policy.,"HOUSE OF REPRESENTATIVES,SENATE",45000,,0,0,2025-10-13T18:28:01-04:00
3431523,3aaf0df5-812f-439e-ac4a-3a69ab62ce8e,Q3,DAVIS & HARMAN LLP,11674,VANGUARD GROUP,2025,third_quarter,RET,"Issues related to tax incentives for retirement savings. Default investments in IRAs. Issues related to employee benefit plan investments and administration, and electronic delivery of ERISA-mandated statements and disclosures. S. 1831, Auto Reenroll Act.","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2025-10-14T09:01:59-04:00
3431530,d0bed526-549d-4e10-b167-09643b17e5d0,Q3,DAVIS & HARMAN LLP,11674,TIAA,2025,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 distribution options within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 3942, Lifetime Income for Employees Act. (118th Congress).","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2025-10-14T09:09:57-04:00
3431540,5ffc75da-8a24-44c6-a0e4-9b5e03070603,Q3,DAVIS & HARMAN LLP,11674,INSPIRA FINANCIAL,2025,third_quarter,RET,"Issues related to retirement savings and IRAs. Legislative proposals related to self-directed IRAs and IRA investments. 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",,,0,0,2025-10-14T09:25:29-04:00
3431543,9c086ca3-4dca-45a2-b74b-893fff72896c,3A,DAVIS & HARMAN LLP,11674,TIAA,2025,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 distribution options within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures. Proposals that would consolidate various retirement and IRA types. H.R. 3942, Lifetime Income for Employees Act. (118th Congress). E.O. 14330, Democratizing Access to Alternative Assets for 401(k) Investors.","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2025-10-14T09:30:02-04:00
3431653,3652385a-4c58-4010-9a22-af575e741782,Q3,INVESTMENT ADVISER ASSOCIATION,40017130,INVESTMENT ADVISER ASSOCIATION,2025,third_quarter,RET,Retirement Issues for Investment Advisers,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",,153913,0,0,2025-10-14T10:32:12-04:00
3431661,98ada7ab-22a2-4785-8c92-ead67dbbc5ae,Q3,DAVIS & HARMAN LLP,11674,SPARK INSTITUTE,2025,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. Technical Corrections to the SECURE 2.0 Act of 2022. S. 1831, Auto Reenroll Act. H.R. 2958, Balance the Scales Act. H.R. 2869, EBSA Investigations Transparency Act.","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2025-10-14T10:36:20-04:00
3431671,d05f33a4-9aa5-4189-8688-f6af4ac8a14e,Q3,DAVIS & HARMAN LLP,11674,RETIREMENT INDUSTRY TRUST ASSOCIATION,2025,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).","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2025-10-14T10:42:12-04:00
3431688,64b84c7b-fbb5-4ac2-8996-33f3e2278efa,Q3,DAVIS & HARMAN LLP,11674,MISSIONSQUARE RETIREMENT,2025,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,,0,0,2025-10-14T10:46:16-04:00
3431865,fbd45897-aa79-4e37-b237-6ecdbf8aad16,Q3,INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION,401104677,INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION,2025,third_quarter,RET,"Issues relating to 401(k) defined contributions. Issues relating to Fiduciary Duties Regarding Asset Classes under ERISA (Retirement Savings Modernization Act), Department of Labor Retirement Security Rule: Definition of Investment Advice Fiduciary and Related Exemptions.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",,50000,0,0,2025-10-14T12:05:36-04:00
3431895,198b27cf-6d49-4cf8-bbcc-fb1a3b3d7d3c,Q3,"CASSIDY & ASSOCIATES, INC.",8453,SOCIETY OF ACTUARIES,2025,third_quarter,RET,General legislative issues related to the actuarial profession,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2025-10-14T12:20:39-04:00
3432024,95e631a0-f40a-4318-a81a-a6c0dbe784f1,Q3,AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES,3481,AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES,2025,third_quarter,RET,H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 4548 - Small Nonprofit Retirement Security Act of 2025 H.R. 5325 - Unclaimed Retirement Rescue Plan H.R. 6757 - To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (118th Congress) H.R. 7293 - Automatic IRA Act of 2024 (118th Congress) S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 2365 - Small Nonprofit Retirement Security Act of 2025,"HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),SENATE",,389418,0,0,2025-10-14T13:20:45-04:00
3432163,408ed559-a287-45be-8ce1-caaa597a7864,Q3,NATIONAL FEDERATION OF THE BLIND,401103561,NATIONAL FEDERATION OF THE BLIND,2025,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. 1175. Eliminate the five-month waiting period associated with Social Security Disability Insurance.,"HOUSE OF REPRESENTATIVES,SENATE,Social Security Administration (SSA)",,10000,0,0,2025-10-14T14:19:30-04:00
3432353,c06c9f79-1b9b-4ac8-9a39-0d52420d1d74,Q3,CAPITOL COUNSEL LLC,313715,FRANKLIN TEMPLETON FUNDS,2025,third_quarter,RET,"Issues regarding retirement, tax, and financial services.","HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2025-10-14T15:10:12-04:00
3432509,5d3014f9-0c94-4de4-a1e5-0a7077ee8fb5,Q3,DAVIS & HARMAN LLP,11674,BROKER/DEALER COORDINATION GROUP,2025,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.,"HOUSE OF REPRESENTATIVES,Pension & Welfare Benefits Administration,SENATE",10000,,0,0,2025-10-14T15:54:30-04:00
3432516,9489572f-0e0a-4098-b5fb-6f1bc8cadc9a,Q3,DAVIS & HARMAN LLP,11674,STATE STREET BANK AND TRUST CO.,2025,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. Proposals to reform the multiple employer plan rules. Issues related to default annuitization. Issues related to 403(b) investments. Annuity tax credits. Issues relating to disclosure of longevity risk. Proposals regarding electronic rollovers. Technical Corrections to SECURE 2.0 Act of 2022. S. 1831, 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. (118th Congress) H.R. 7293, Automatic IRA Act of 2024. (118th Congress)","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2025-10-14T15:55:40-04:00
3432532,288d1781-87ca-4791-b5c6-e6c9a1d7f111,Q3,SUMMIT STRATEGIES GOVERNMENT AFFAIRS LLC,401103550,THE ASSOCIATION OF UNION CONSTRUCTORS,2025,third_quarter,RET,Issues related to multiemployer pensions.,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2025-10-14T16:00:45-04:00
3432826,2cd211f0-6b05-40de-b49c-c676cd022d9b,Q3,BALLARD PARTNERS,401104288,ALEXANDER VON FURSTENBERG FAMILY,2025,third_quarter,RET,Issues regarding retirement.,"SENATE,White House Office",90000,,0,0,2025-10-14T19:56:07-04:00
3432943,984f6822-a7c2-4213-bd63-f4ffa729f34b,Q3,COVINGTON & BURLING LLP,11195,"JOHN HANCOCK LIFE INSURANCE COMPANY (USA) (FKA JOHN HANCOCK FIN. SERVICES, INC.)",2025,third_quarter,RET,"Retirement; long term care insurance; support H.R. 2547, Secure Family Futures Act; H.R. 842, Medicare Multi-Cancer Early Detection Screening Coverage Act.","HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2025-10-14T22:08:31-04:00
3433128,ce051e99-f460-49e5-b561-723b5c85504f,Q3,DAVIS & HARMAN LLP,11674,EDWARD JONES INVESTMENTS,2025,third_quarter,RET,"Proposals related to small business retirement issues and retirement savings issues. Issues related to automatic reenrollment. Partnership tax issues. Required minimum distribution issues. Proposals to assist caregivers. Issues regarding age 18 eligibility. Technical Corrections to SECURE 2.0 Act of 2022. 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. (118th Congress) H.R. 9765/S. 5148, Improving Retirement Security for Family Caregivers Act. (118th Congress) H.R. 9764/S. 5149, Catching Up Family Caregivers Act. (118th Congress) S. 1831, Auto Reenroll Act. S. 1707, Helping Young Americans Save for Retirement Act.","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2025-10-15T09:08:01-04:00
3433148,602e0c51-dfb4-4a27-9e48-e7397a954aa3,Q3,DAVIS & HARMAN LLP,11674,EMPOWER RETIREMENT LLC,2025,third_quarter,RET,"Proposals related to retirement plan enhancements. Tax incentives for retirement savings. Issues related to artificial intelligence. Proposals to reform 403(b) plan investments. Proposals regarding retirement plan investments in private assets. H.R. 7293, Automatic IRA Act of 2024. (118th Congress) S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act.","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2025-10-15T09:11:05-04:00
3433269,11859ccf-4e71-4a7c-897b-a6fcdaff5fd6,Q3,DAVIS & HARMAN LLP,11674,LINCOLN NATIONAL CORPORATION,2025,third_quarter,RET,Comprehensive pension and retirement savings legislation. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Proposals to reform 403(b) plan investments. Issues related to lifetime income proposals. Issues related to disclosure of longevity risk. Proposals regarding an annuity safe harbor. Technical Corrections to SECURE 2.0 Act of 2022.,"HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2025-10-15T09:45:42-04:00
3433274,0e625eeb-e8cc-4219-9a2f-3def60e341ee,Q3,DAVIS & HARMAN LLP,11674,MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY,2025,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.","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2025-10-15T09:46:45-04:00
3433294,d92b2a53-a9fc-4fd5-82d8-53dc69bf8f86,Q3,DAVIS & HARMAN LLP,11674,NATIONAL RURAL ELECTRIC COOPERATIVE ASSN,2025,third_quarter,RET,"Proposals related to PBGC premiums. Proposals to facilitate new growth of pension plans. Proposals related to employee tax credit for employer retirement contributions. Proposals regarding surplus pension assets. H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). H.R.6738, Retirement Tax Credit Parity for Cooperatives and Charities Act (117th Congress).","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2025-10-15T09:51:27-04:00
3433299,e25ce874-2d7c-47d9-94b9-fc97123290ba,Q3,DAVIS & HARMAN LLP,11674,GIRL SCOUTS OF THE USA,2025,third_quarter,RET,Pension funding issues. Proposals related to plan transfers.,"HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2025-10-15T09:52:33-04:00
3433315,8d1ad7b7-db44-4f8e-9323-c0ab40b10b14,Q3,DAVIS & HARMAN LLP,11674,NATIONWIDE INSURANCE COMPANIES,2025,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. Proposals related to 401(h) surplus. Proposals that would consolidate various retirement and IRA types. 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. Proposals related to lifetime income. Technical Corrections to SECURE 2.0 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. (118th Congress) H.R. 7293, Auto IRA Act of 2024. (118th Congress) S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act.","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2025-10-15T09:57:20-04:00
3433330,e9b26127-07b0-4783-a2b1-05763fd20172,Q3,DAVIS & HARMAN LLP,11674,FMR LLC,2025,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. Work related to brokerage window investments. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Proposals related to remittance taxes. S. 1222/H.R. 2544, Financial Freedom Act. Technical Corrections to SECURE 2.0 Act of 2022. 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. (118th Congress) S. 1831, Auto Reenroll Act. H.R. 1, to provide for reconciliation pursuant to title II of H. Con. Res. 14.","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2025-10-15T09:59:38-04:00
3433340,30d14850-edcd-4846-97ea-1390c1f247a6,Q3,SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION,317914,SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION,2025,third_quarter,RET,"H.R. 20, Protecting the Right to Organize Act of 2025; H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 8478, Empowering States to Protect Seniors from Bad Actors Act; H. J. Res 142, Providing for congressional disapproval of the Department of Labor fiduciary rule; S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; S. 852, Protecting the Right to Organize Act of 2025; S. 1526, the Retirement Savings for Americans Act; S. 4371, Empowering States to Protect Seniors from Bad Actors Act; 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; 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; SEC proposed rule regarding Open-End Fund Liquidity Risk Management Programs and Swing Pricing; 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; Issues relating to the preservation of private sector retirement system; Legislation to make technical corrections related to implementation of SECURE 2.0; ERISA fiduciary legislative proposals; Trump Accounts in Public Law 119-21.","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",,1920000,0,0,2025-10-15T10:02:15-04:00
3433366,dfcdf7b9-286c-455b-b7d8-2f2eeaa1aaf5,Q3,DAVIS & HARMAN LLP,11674,WILLIS NORTH AMERICA INC,2025,third_quarter,RET,Issues related to tax incentives for retirement savings. Treatment of pooled-employer plans. Technical Corrections to SECURE 2.0 Act of 2022.,"HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE",,,0,0,2025-10-15T10:08:22-04:00
3433388,34fd22fc-3866-458b-9215-898521332b1a,Q3,DAVIS & HARMAN LLP,11674,TRANSAMERICA LIFE INSURANCE COMPANY,2025,third_quarter,RET,"Proposals related to retirement plans for small business. Proposals to reform the multiple employer plan rules. Proposals related to electronic disclosure. Proposals that would consolidate various retirement and IRA types. Issues related to audits of groups of plans. Proposals to reform 403(b) plan investments. Issues regarding age 18 eligibility. Proposals related to gig workers. Technical Corrections to SECURE 2.0 Act of 2022. 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. (118th Congress) H.R. 7293, Automatic IRA Act of 2024. (118th Congress) S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act. S. 2210, Unlocking Benefits for Independent Workers Act. S. 2217, Independent Retirement Fairness Act. S. 2228, Modern Worker Empowerment Act.","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2025-10-15T10:11:34-04:00
3433409,0fc79e0c-98ea-49c8-a29a-ec58ce20591e,Q3,DAVIS & HARMAN LLP,11674,AMERICAN BENEFITS COUNCIL,2025,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. 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. 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 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. Proposals related to electronic disclosure of information under ERISA, the Internal Revenue Code, and securities law. Issues related to Form 5500 filing and missing participants. Issues related to the use of brokerage windows in defined contribution plans. Proposals regarding pension risk transfers. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. State-administered retirement plan initiatives. Annuitization with respect to defined contribution plans. Proposals that would consolidate various retirement and IRA types. Proposals regarding a retirement lost and found. Proposals related to savings accounts for emergencies. Issues related to paid family and medical leave. Issues regarding age 18 eligibility. Issues related to Roth catch-up contribution effective date. Issues related to Department of Labor's use of common interest agreements. Proposals related to retirement plan litigation. Proposals regarding retirement plan investments in private assets. Proposals regarding an annuity safe harbor. Proposals regarding the use of pension surplus assets. Proposals regarding remittance tax. 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. 4219/H.R. 7740, Employee and Retiree Access to Justice Act (117th Congress). H.R. 7780, Mental Health Matters Act (117th Congress). Technical corrections of H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). 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 (118th Congress). H.R.7293, Automatic IRA Act of 2024 (118th Congress). S. 1707, Helping Young Americans Save for Retirement Act. S. 1831, Auto Reenroll Act. H.R. 2696/S. 1526, Retirement Savings for Americans Act. H.R. 2023/S. 988, Women's Retirement Protection Act. H.R. 2544/S. 1222, Financial Freedom Act. H.R. 2869, EBSA Investigations Transparency Act. H.R. 2958, Balance the Scales Act. H.R. 1, to provide for reconciliation pursuant to title II of H. Con. Res. 14. S. 2210, Unlocking Benefits for Independent Workers Act. S. 2217, Independent Retirement Fairness Act. S. 2228, Modern Worker Empowerment Act. S. 2335, Pensions for All Act. S. 2003, Strengthening Benefit Plans Act.","HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),Pension & Welfare Benefits Administration,SENATE",40000,,0,0,2025-10-15T10:18:12-04:00
3433761,fcb79f6e-656e-4f00-a67c-a9b9970ce882,Q3,SQUIRE PATTON BOGGS,30906,AON SERVICE CORPORATION (FKA AON HEWITT),2025,third_quarter,RET,"Advice regarding retirement-related legislation - S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025 - and regulatory reform.","HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2025-10-15T11:52:45-04:00
3433798,ef8c262d-dc11-42f5-9d96-654b7011b0e0,Q3,NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION,28674,NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION,2025,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.",,,110000,0,0,2025-10-15T11:59:39-04:00
3434108,f4fbb286-9246-405a-b82d-a2aef9977708,Q3,"CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.",400490409,"CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.",2025,third_quarter,RET,General retirement issues impacting personal finance,"HOUSE OF REPRESENTATIVES,SENATE",,70000,0,0,2025-10-15T13:07:07-04:00
3435128,b44c2d28-cd74-451e-a875-b096075288ad,Q3,"VERITAS ADVISORS, LLP",283878,CLEARWATER PAPER,2025,third_quarter,RET,"Pensions, no specific bills at this time.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2025-10-15T17:47:36-04:00
3435171,bd548c09-7b0d-4ba0-abe9-abc5a8e80d82,Q3,TRUCKER HUSS APC,400537609,WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND,2025,third_quarter,RET,Retirement,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of",,,0,0,2025-10-15T18:13:54-04:00
3435596,33c76c15-787c-4a36-bbde-b5992abcabb5,Q3,DYKEMA GOSSETT PLLC,12915,JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.),2025,third_quarter,RET,Lobbied in support of retirement security and pension provisions.,"HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2025-10-16T09:27:36-04:00
3436240,6f7725a6-01c7-4743-a646-c1788377fd96,Q3,INVARIANT LLC,314237,THE AMERICAN COUNCIL OF LIFE INSURERS,2025,third_quarter,RET,"Monitor retirement issues, including the implementation of the SECURE 2.0 Act of 2022 in P.L. 117-328.","HOUSE OF REPRESENTATIVES,SENATE",110000,,0,0,2025-10-16T11:26:25-04:00
3436612,1527e745-a05c-4aa5-9ed7-1c5a9ec59311,Q3,ALLIANCE FOR RETIRED AMERICANS,67238,ALLIANCE FOR RETIRED AMERICANS,2025,third_quarter,RET,"1. Proposals to change the Social Security annual Cost of Living Adjustment formula 2. Proposals to raise the Social Security early and normal retirement ages 3. Proposals to ""means test"" Social Security benefits 4. Proposals to change the Social Security earnings cap 5. Proposals to change the Social Security withholding tax and increase benefits 6. H.R. 1700, Social Security Expansion Act, entire bill 7. S. 700, Social Security Expansion Act, entire bill 8. S. 1234, SSI Savings Penalty Elimination Act, entire bill 9. H.R. 1876, Keeping Our Field Offices Open Act, entire bill 10. H.R. 1877, Protecting Americans SocialSecurity Data Act, entire bill 11. Treatment of caregivers under the Social Security Act 12. Nomination of Frank Bisignano as Commissioner of Social Security 13. Proposals to increase the Social Security death benefit 14. S. 2335, Pensions for All Act, entire bill 15. S. 2763, Keep Billionaires Out of Social Security Act, entire bill 16. S. 2614, Protecting and Preserving Social Security Act, entire bill 17. H.R. 4968, Protecting and Preserving Social Security Act, entire bill","HOUSE OF REPRESENTATIVES,SENATE",,80000,0,0,2025-10-16T12:53:16-04:00
3436942,1319d618-4bc4-4f57-8057-eb86080b773c,Q3,INVARIANT LLC,314237,"THE VANGUARD GROUP, INC.",2025,third_quarter,RET,Monitor retirement savings issues.,"HOUSE OF REPRESENTATIVES,SENATE",80000,,0,0,2025-10-16T13:57:36-04:00
3437057,1fc3d3ea-5b84-4b30-814a-982f0f53c180,Q3,"UNITED AUTOMOBILE, AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS",39052,UNITED AUTOMOBILE AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS,2025,third_quarter,RET,"Inflation Reduction Act (H.R.5376) implementation: prescription drug reform. Stabilizing multi- and single-employer defined benefit pension plans, implementation of multi-employer pension provisions from the American Rescue Plan Act (ARPA, H.R.1319). Defending Social Security.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",,240000,0,0,2025-10-16T14:12:16-04:00
3437262,c5fbfd6a-3a55-43b8-b0b3-927b002c3f7d,Q3,DYKEMA GOSSETT PLLC,12915,THE ERISA INDUSTRY COMMITTEE,2025,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,,0,0,2025-10-16T14:38:29-04:00
3437617,b426912c-a506-4921-a0d9-6f0dd5b9b84b,Q3,"CAPITOL CITY GROUP, LTD.",52903,"ASCENSUS, INC.",2025,third_quarter,RET,"legislation and issues relative to retirement and pensions; secured choice 2.0 and 3.0; 401K's, IRAs, health savings accounts, state sponsored retirement programs. . S.26 A bill to exclude locality adjustments from average pay for purposes of computing the amount of retirement annuities of new employees; H.R.2023 S988 Women's Retirement Protection Act; H.R.1522 Federal Retirement Fairness Act; H.R.2089 Generating Retirement Ownership through Long-Term Holding; S.Res.76 Resolution authorizing expenditures by the Committee on Health, Education, Labor and Pensions; H.R.1895 Delphi Retirees Pension Restoration Act;. H.R.1 One Big Beautiful Bill Act as it relates to retirement and pensions; S.2217A bill Independent Retirement Fairness Act","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2025-10-16T15:20:04-04:00
3437958,743861e2-686a-46c3-8794-65c43951cf42,Q3,INVARIANT LLC,314237,"COREBRIDGE FINANCIAL, INC. AND AFFILIATES",2025,third_quarter,RET,Monitor retirement security issues.,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2025-10-16T16:15:31-04:00
3439484,e41045c6-50be-48d1-a9b0-c8c4510f8d11,Q3,THE ERISA INDUSTRY COMMITTEE,13803,ERISA INDUSTRY COMMITTEE,2025,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; Retirement incentives; Fringe Benefit Issues","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",,90000,0,0,2025-10-17T10:11:09-04:00
3439593,ac4b6a69-597b-4039-9600-107815954b93,Q3,"WILLIAMS AND JENSEN, PLLC",41454,INDEXED ANNUITY LEADERSHIP COUNCIL,2025,third_quarter,RET,Regulation of Fixed Indexed Annuity.,"Labor, Dept of (DOL),White House Office",10000,,0,0,2025-10-17T10:28:12-04:00
3439623,d4d16c6d-ed33-465d-8878-9c3db73dd58b,Q3,INSURED RETIREMENT INSTITUTE,285494,INSURED RETIREMENT INSTITUTE,2025,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 PTEs 75-1, 77-4, 80-83, 83-1, and 86-128 - 29 CFR 2550, RIN 1210-ZA34. DOL - EBSA - Final Rule - Prohibited Transaction Class Exemption 84-14 for Transactions Determined by Independent Qualified Professional Asset Managers (the QPAM Exemption) (RIN 1210-ZA07). DOL - EBSA - Direct Final Rule - Removal of Definition of Plan Assets-Insurance Company General Accounts. DOL - EBSA - Direct Final Rule - Removal of Interpretive Bulletins Relating to the Employee Retirement Income Security Act of 1974. DOL - EBSA - Direct Final Rule - Selection of Annuity Providers-Safe Harbor for Individual Account Plans. DOL- EBSA - Proposed Rule - Pooled Employer Plans: Big Plans for Small Businesses (RIN 1210-AC10). 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 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. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform, ERISA, and securities laws. Legislation to clarify the annuity selection safe harbor (P.L.116-94, Div. O, Section 204) provides a plan sponsor with the same protections in selecting an annuity contract. Legislation to direct the SEC to allow the use of amended appropriate registration forms to authorize consistent registrations for non-variable products. Legislation to ensure a balanced approach to the regulation of environmental, social, and governance investments. Legislation to increase protections and safeguards for personal financial information. Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers. Legislation to make long-term care insurance tax-advantaged, accessible, and affordable. Legislation to provide balanced approach to regulating the use of AI by the insured retirement industry. Legislation to require defined contribution plans to offer participants the option to invest in protected, guaranteed lifetime income solutions for all or some of their account balances. Legislation to require inclusion of longevity risk language in annual plan notices. Legislation to require plan fiduciaries to provide retirement income education to employees throughout their working years. Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions. Proposals at the Department of Labor to Rescind ""ESG Rule"" and Draft ""Anti-ESG Rule."" Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions. 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 - 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 President's Executive Order - Democratizing Access to Alternative Assets for 401(K) Investors (08/07/2025). The Data Privacy Act (H.R.1165 - 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 Portable Benefits for Independent Workers Pilot Program Act (S.1696/H.R.3482 - 118th Congress). The RETIRE Act (H.R. 5339 - 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 Small Business Tax Fairness Act (S.2387 - 117th Congress). The Small Businesses Add Value for Employees (SAVE) Act (H.R.4637 - 115th Congress). The Expanding Access to Retirement Savings for Caregivers Act (H.R.6772 - 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 Financial Fitness Act (H.R.8944-118th Congress). The Empowering Main Street in America Act (S.5139-118th Congress). The Catching Up Family Caregivers Act (S.5149/H.R.9764-118th Congress). The Improving Retirement Security for Family Caregivers Act (S.5148/H.R.9765-118th Congress). The Retirement Fairness for Charities and Educational Institutions Act of 2025 (S.424/H.R.1013-119th Congress). The Senior Security Act of 2023/2025 (S.955-118th Congress/H.R.1469-119th Congress). The Auto Reenroll Act (S.1831 - 119th Congress). The GUARD Act (H.R.2978-119th Congress). The Protecting Prudent Investment of Retirement Savings Act (H.R.2988 - 119th Congress). The Retirement Proxy Protection Act (H.R. 1996 - 119th Congress). The Retirement Savings for Americans Act (S.1526/H.R.2696 - 119th Congress). The Retirement Simplification and Clarity Act (H.R. 10467 - 118th Congress). The Balancing the Scales Act (H.R.2958 - 119th Congress). The EBSA Investigations Transparency Act (H.R.2869 - 119th Congress). The Employee Ownership Fairness Act (S.1727 - 119th Congress). The Employee Ownership Financing Act (S.2458 - 119th Congress). The Employee Ownership Representation Act (S.1728 - 119th Congress). The Financial Exploitation Prevention Act of 2025 (S.1481/H.R.2478 - 119th Congress). The Helping Young Americans Save for Retirement Act (H.R.4718/S.1707 - 119th Congress). The Improving Disclosure for Investors Act 2024/2025 (S.1877/H.R.2441 - 119th Congress). The Independent Retirement Fairness Act (S.2217 - 119th Congress). The Promotion and Expansion of Private Employee Ownership Act (S.2461 - 119th Congress). The Protecting Prudent Investment of Retirement Savings Act (H.R.2988 - 119th Congress). The Richard L. Trumka Protecting the Right to Organize (PRO) Act of 2025 (S.852/H.R.20 - 119th Congress). The Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2025 (S.1561/H.R.1777 - 119th Congress). The Unlocking Benefits for Independent Workers Act (S.2210 - 119th Congress). Treasury - IRS - Request for SECURE 2.0 Guidance. 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 - Request for Information on Financial Inclusion - 88 FR 88702 - Treas-Do-2023-0014. Treasury - FSOC - Joint Trade Effort to Restore 2019 Nonbank Financial Institution Guidance.","HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,180000,0,0,2025-10-17T10:31:29-04:00
3439850,6ad3a3f1-7491-402f-9295-a809e1b3d5c7,Q3,"WILLIAMS AND JENSEN, PLLC",41454,"THE VANGUARD GROUP, INC.",2025,third_quarter,RET,"Retirement and savings issues, generally.","HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2025-10-17T10:52:22-04:00
3440186,fdc1d547-aeb6-4ddc-af00-f0214bfd9b81,Q3,"WILLIAMS AND JENSEN, PLLC",41454,CALIFORNIA STATE TEACHERS' RETIREMENT SYSTEM,2025,third_quarter,RET,Legislation related to Social Security.,"HOUSE OF REPRESENTATIVES,SENATE",90000,,0,0,2025-10-17T11:17:48-04:00
3440200,c43342f1-0ae8-4485-a349-2556da4e789d,Q3,NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION,27081,NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION,2025,third_quarter,RET,"Oppose cuts to earned federal retirement and health benefits via the budget reconciliation process, including by opposing H.Con.Res.14 and H.R.1. Support the Equal COLA Act, H.R.491/S.624, to provide full cost-of-living adjustments (matching the change in the consumer price index) for federal retirees covered by the Federal Employees Retirement System (FERS). Support H.R. 1522, the Federal Retirement Fairness Act, to allow federal employees to pay a deposit to obtain creditable service toward retirement for temporary position service.","HOUSE OF REPRESENTATIVES,SENATE",,50000,0,0,2025-10-17T11:18:20-04:00
3440218,5ecd34ae-288f-49af-9ddc-790c5ef0b5f0,Q3,"WILLIAMS AND JENSEN, PLLC",41454,"DEFINED BENEFIT RETIREMENT PROTECTION FUND, INC.",2025,third_quarter,RET,Legislation affecting WEP and GPO under the Social Security Program.,"HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2025-10-17T11:19:44-04:00
3440287,97250792-ba63-41d9-aa3c-ce0fd2d17286,Q3,AARP,1694,AARP,2025,third_quarter,RET,"S. 1234/H.R. 2540, the SSI Savings Penalty Elimination Act of 2025. S. 1504/H.R. 5284, the Claiming Age Clarity Act of 2025. S. 1666/H.R. 5345, the Improving Social Securitys Service to Victims of Identity Theft Act of 2025. H.R. 5348, the Social Security Child Protection Act of 2025. S. 5178, the Social Security Survivor Benefits Equity Act of 2025. S. 2763, the Keep Billionaires Out of Social Security Act of 2025. H.R. 1877, the Protecting Americans Social Security Data Act of 2025. H.Res. 657, Affirming the Presidents promise not to raise the Social Security and Medicare retirement age. H.R. 2023, the Women's Retirement Protection Act of 2025. S. 988, the Women's Retirement Protection Act of 2025. S. 1840, the RISE Act of 2025. H.R. 2696, the Retirement Savings for Americans Act of 2025. S. 1526, the Retirement Savings for Americans Act of 2025. S. 1831, the Auto Reenroll Act of 2025. H.R. 2441, the Improving Disclosure for Investors Act of 2025. No bill number. Discussed funding for the Social Security Administration. No bill number. Discussed customer service at the Social Security Administration. No bill number. Discussed phone service and Security Authentication PIN (SAP) process at the Social Security Administration. No bill number. Discussed paper checks at the Social Security Administration. No bill number. Discussed Social Security solvency. No bill number. Discussed bill to help Social Security beneficiaries facing undue harm due to agency actions. No bill number. Discussed Social Security data protections. No bill number. Discussed methods for SSA to contact people after application errors. No bill number. Discussed exempting settlement payments from SSI asset limits. No bill number. Discussed Social Security disability benefits. No bill number. Discussed ABLE accounts. No bill number. Discussed income taxation of Social Security benefits. No bill number. Automatic IRA Act of 2025. No bill number. Discussed retirement coverage and access issues generally. No bill number. Discussed fiduciary obligations to retirement investors.","HOUSE OF REPRESENTATIVES,SENATE,Social Security Administration (SSA),White House Office",,3810000,0,0,2025-10-17T11:25:59-04:00
3440302,c63d5ee2-0ba1-46b8-a590-6e9d2588d2b0,Q3,"WILLIAMS AND JENSEN, PLLC",41454,HOUSTON FIREFIGHTERS RELIEF AND RETIREMENT FUND,2025,third_quarter,RET,Legislation related to Social Security.,"HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",30000,,0,0,2025-10-17T11:26:55-04:00
3440331,5e343e09-89a8-4e04-aaa4-e7e86b639519,Q3,"WILLIAMS AND JENSEN, PLLC",41454,LOS ANGELES COUNTY EMPLOYEES' RETIREMENT SYSTEM,2025,third_quarter,RET,Legislation related to Social Security.,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2025-10-17T11:28:54-04:00
3440526,41300ceb-c910-42d9-b63b-c8153d0036e1,Q3,THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY,29607,THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY,2025,third_quarter,RET,"Retirement Security, Q3 2025 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.","HOUSE OF REPRESENTATIVES,SENATE",,850000,0,0,2025-10-17T11:46:43-04:00
3440952,06fa8671-4b3c-46da-8a71-a1bd7690c078,Q3,"BROWNSTEIN HYATT FARBER SCHRECK, LLP",7257,"UNIVERSAL SAVINGS FOR AMERICANS, FORMERLY REPORTED AS, SAVINGUSA",2025,third_quarter,RET,Issues related to retirement savings Retirement Savings for Americans Act,"SENATE,U.S. Trade Representative (USTR)",130000,,0,0,2025-10-17T12:26:42-04:00
3441033,0cd460e0-b205-4617-821b-6fe9edf79f90,Q3,STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES,83854,STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES,2025,third_quarter,RET,"Retirement savings incentives, including: Retirement Fairness for Charities and Educational Institutions Act of 2025; SECURE 3.0; private markets legislation; litigation reform; One Big Beautiful Bill Act.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",,240000,0,0,2025-10-17T12:37:51-04:00
3441164,18aaad95-daba-4855-b4a9-1c7bae337df3,3T,DAVIS & HARMAN LLP,11674,MORGAN STANLEY & CO. LLC,2025,third_quarter,RET,Issues related to deferred compensation arrangements.,Pension & Welfare Benefits Administration,10000,,0,1,2025-10-17T12:56:43-04:00
3441330,6080264b-c420-41b0-a4ce-33f05b1dedff,Q3,VAN SCOYOC ASSOCIATES,39837,PAYCHEX,2025,third_quarter,RET,"H.R.5891/S.1840, Retirement Investment in Small Employers Act, Entirety Monitor Public Law 117-328, Consolidated Appropriations Act, FY2023, Retirement implementation related issues (SECURE 2.0)",HOUSE OF REPRESENTATIVES,40000,,0,0,2025-10-17T13:15:20-04:00
3441517,8d0e9e38-fced-451c-ac89-731b06f122de,Q3,"RUTLEDGE POLICY GROUP, LLC",401105775,AMERICAN RETIREMENT ASSOCIATION,2025,third_quarter,RET,General Retirement Savings Legislation - All Provisions General 401(k) and 403(b) legislation- All provisions 401(k) Investments in Alternative Assets - Agency Guidance,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,White House Office",60000,,0,0,2025-10-17T13:45:31-04:00
3441597,1269c319-021c-4f00-a744-fafdbea547a7,Q3,"RUTLEDGE POLICY GROUP, LLC",401105775,"BROWNSTEIN (BHFS, LLP) OBO APOLLO GLOBAL MANAGEMENT",2025,third_quarter,RET,401(k) Investments in Alternative Assets - Agency Guidance,"Labor, Dept of (DOL),White House Office",,,0,0,2025-10-17T13:57:00-04:00
3442514,afa38541-45bc-4d96-a209-3fd2c6ec28ac,Q3,INVESTMENT COMPANY INSTITUTE,20128,INVESTMENT COMPANY INSTITUTE,2025,third_quarter,RET,"H.R. 2869, EBSA Investigations Transparency Act H.R. 2958, Balance the Scales Act H.R. 2988, Protecting Prudent Investment of Retirement Savings Act H.R. 5325, Unclaimed Retirement Rescue Plan Executive Order on Democratizing Access to Alternative Assets for 401(k) Investors ERISA litigation reform and pleading standards","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",,1450000,0,0,2025-10-17T15:05:17-04:00
3442804,dff5ea40-a097-4e49-b7aa-2e92e453236c,Q3,"MEHLMAN CONSULTING, INC.",284950,NATIONAL ASSOCIATION OF PROFESSIONAL EMPLOYER ORGANIZATIONS,2025,third_quarter,RET,Issues related to operating a PEO.,"HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2025-10-17T15:23:25-04:00
3442824,b26c5a03-0f53-4b80-9624-4cb874297393,Q3,AMERICAN BENEFITS COUNCIL,4675,AMERICAN BENEFITS COUNCIL,2025,third_quarter,RET,"ERISA preemption Technical corrections to SECURE 2.0 Collective investment trusts (CITs) and insurance company separate accounts for use by 403(b) plans; Retirement Fairness for Charities and Educational Institutions, (HR 1013) Age of required participation in retirement plans reduced from 21 to 18, (S. 1707) Automatic re-enrollment of unenrolled plan participants permitted by (S. 1831) EBSA Investigations Transparency Act (HR 2869) Retire Through Ownership Act (HR 5169) Transparency for Secret Litigation Agreements (HR 2958) Common Interest Agreements used by the U.S. DOL Pleading standards, legislative proposal applicable to ERISA cases Defined benefit pension plans and defined contribution plans; pension plan de-risking, retiree health accounts Required Roth catch-up contributions and Roth optional matching and non-elective contributions guidance Pension Benefit Guaranty Corporation (PBGC) premiums and due date for premium payment Direct Final Rule Revocations by EBSA 401(k) plan investments in alternative assets and lifetime income Pooled Employer Plans (PEPs) Retirement benefits for independent workers white paper regarding Supreme Court petition, Johnson v. Parker Hannifin","HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of,White House Office",,220000,0,0,2025-10-17T15:24:54-04:00
3442999,992eb4c4-0199-4fba-b44b-b30f8f265a27,Q3,"MEHLMAN CONSULTING, INC.",284950,PROTECTIVE LIFE CORPORATION,2025,third_quarter,RET,Issues related to retirement security and the Department of Labor Fiduciary Duty rule.,"HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2025-10-17T15:38:43-04:00
3443223,25959ace-5a8b-4883-ba21-a9a715ff293a,Q3,FAEGRE DRINKER BIDDLE & REATH LLP,12631,NATIONAL ACADEMY OF ELDER LAW ATTORNEYS,2025,third_quarter,RET,Home and Community-Based Services (HCBS); Medicaid; Social Security; Medicaid Estate Recovery; Older Americans Act Reauthorization; Elder Justice Act; SNAP funding; GUARD Act (S. 2544); Administration for Community Living funding.,"HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2025-10-17T15:58:13-04:00
3443263,72717912-14c3-4054-b2c4-81eb3fcc2cb4,Q3,I STREET ADVOCATES,51753,NATIONAL RURAL LETTER CARRIERS ASSOCIATION (NRLCA),2025,third_quarter,RET,● Support for the Federal Retirement Fairness Act H.R. 1522,"HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2025-10-17T16:03:14-04:00
3443884,3b218ca5-9900-468c-8500-7aa01329fc60,Q3,NATIONWIDE MUTUAL INSURANCE COMPANY,26411,NATIONWIDE MUTUAL INSURANCE COMPANY,2025,third_quarter,RET,S 424-Retirement Fairness for Charities and Educational Institutions Act of 2025 S 1707-Helping Young Americans Save for Retirement Act S 1831-Auto Reenroll Act of 2025 S 1840-RISE Act,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE",,1260000,0,0,2025-10-17T17:52:24-04:00
3443970,245067bb-4481-4a31-a226-ec37183cedf1,Q3,JACKSON NATIONAL LIFE INSURANCE COMPANY,20334,JACKSON NATIONAL LIFE INSURANCE COMPANY,2025,third_quarter,RET,Issues related to the SECURE Act 2.0; Retirement security issues including the Lifetime Income for Employees Act (H.R. 3942); and the DOLsRetirement Security Rule and amendments to certain prohibited transaction exemptions.,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",,410000,0,0,2025-10-17T18:17:15-04:00
3444028,90a02211-92f0-4084-b283-420e2aebb46e,Q3,THE ARC OF THE UNITED STATES,4174,ARC OF THE UNITED STATES,2025,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. S.1234/H.R.2540 - SSI Savings Penalty Elimination Act H.R.930 - Stop the Wait Act of 2025 H.R.1389 - Marriage Equality for Disabled Adults Act S.1023/H.R.2142 - Social Security Overpayment Relief Act S.627 - Ensuring Nationwide Access to Better Life Experience (ENABLE) Act ENABLE","HOUSE OF REPRESENTATIVES,SENATE,Social Security Administration (SSA)",,30000,0,0,2025-10-17T19:00:10-04:00
3444283,0d2d6a30-24cb-416e-9143-0f7f8df5d388,Q3,PHILANTHROPY ROUNDTABLE,401107807,PHILANTHROPY ROUNDTABLE,2025,third_quarter,RET,"Tax policy relating to donor privacy, donor advised funds, donor intent, and sector regulation. HF 4563 (ACE Act) | S.359/HR 926 (AMICUS) | S. 618 (Universal Giving Pandemic Response and Recovery Act) | Defending Education Transparency and Ending Rogue Regimes Engaging in Nefarious Transactions Act (HR 5933) | H.R. 8290 - Foreign Grant Reporting Act | H.R. 8293 - American Donor Privacy and Foreign Funding Transparency Act | H.R. 8292 - The Taxpayer Data Protection Act | S 4326 | S 3604/HR 7027 | S. 3064 Safeguarding Charities Act | S. 4326 Protecting Charitable Giving Act | H.R. 2891 IRA Charitable Rollover Facilitation and Enhancement Act of 2025 | H.R. 137: TCJA Permanency Act","HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),SENATE,Treasury, Dept of,White House Office",,130000,0,0,2025-10-17T22:56:24-04:00
3444787,136a49a2-aea1-4236-9002-57fbbdd5e3f2,Q3,CAPITOL COUNSEL LLC,313715,"SECURE OUR SAVINGS, INC.",2025,third_quarter,RET,Advice and advocacy related to tax reform's impact on the retirement plan savings incentives.,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2025-10-18T13:02:45-04:00
3444917,9b586812-1712-4b97-b9c7-75bda541663a,Q3,"MISSY EDWARDS STRATEGIES, LLC",400547641,NCCMP,2025,third_quarter,RET,Monitor issues related to reforms of pension plans,"HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2025-10-18T13:44:25-04:00
3445923,167e54ad-c67b-47b8-9075-7c42264bd0d7,Q3,FORBES-TATE,400976792,"EDWARD D. JONES & CO., L.P.",2025,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,,0,0,2025-10-19T11:20:47-04:00
3445950,993b0054-1e2a-42f0-a0ac-a1d783a091cc,Q3,FORBES-TATE,400976792,INSURED RETIREMENT INSTITUTE,2025,third_quarter,RET,Issues related to retirement savings; Issues related to H.R. 1013/S. 424 - The Retirement Fairness for Charities and Educational Institutions Act of 2025; Issues related to DOL Fiduciary rule.,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2025-10-19T11:51:18-04:00
3447001,964ab181-29a7-4d1b-802d-9821651cb641,Q3,WINNING STRATEGIES WASHINGTON,50796,NATIONAL TROOPERS COALITION,2025,third_quarter,RET,Retirement Issues; the implementation of Windfall Elimination of retirement benefits for retired law enforcement; social security provisions in OBBB,"HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2025-10-19T16:42:47-04:00
3447065,a1f3de55-f1af-48a5-870f-6e85741fa1d7,Q3,WINNING STRATEGIES WASHINGTON,50796,PRUDENTIAL,2025,third_quarter,RET,Retirement & pensions,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2025-10-19T16:53:25-04:00
3447866,dc23ed61-a152-44bd-9891-0b03ea88a70a,Q3,"CGCN GROUP, LLC",76992,AMERICAN RETIREMENT ASSOCIATION,2025,third_quarter,RET,Issues related to retirement security; S.1526 - Retirement Savings for Americans Act of 2025; H.R.2696 Retirement Savings for Americans Act of 2025.,"HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2025-10-19T22:23:46-04:00
3448644,26887dbb-370e-4552-a62a-749df3f225bf,Q3,WILLIS NORTH AMERICA INC.,401104747,WILLIS NORTH AMERICA INC.,2025,third_quarter,RET,H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025: Provisions related to retirement.,"HOUSE OF REPRESENTATIVES,SENATE",,60000,0,0,2025-10-20T09:03:33-04:00
3448659,b3ce92c4-658b-4467-9d75-3c6221fb384b,Q3,HERITAGE ACTION FOR AMERICA,400609853,HERITAGE ACTION FOR AMERICA,2025,third_quarter,RET,"S 2810 / HR 2793 ""Retirement Freedom Act,"" all provisions.","HOUSE OF REPRESENTATIVES,SENATE",,20000,0,0,2025-10-20T09:03:48-04:00
3448753,963956e8-2a6f-4d72-a945-1791929d639f,Q3,NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA),28515,NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA),2025,third_quarter,RET,- Draft retirement savings proposals impacting defined-benefit and defined-contribution plans,"HOUSE OF REPRESENTATIVES,SENATE",,840000,0,0,2025-10-20T09:14:39-04:00
3448891,75c259e1-6b9f-4912-b3f1-586652dea8f4,Q3,"GUIDEPOSTSTRATEGIES, LLC",401104428,"EQUIFAX, INC.",2025,third_quarter,RET,Social security and general administration issues. Data exchanges.,"Education, Dept of,HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE,Social Security Administration (SSA),Treasury, Dept of,White House Office",50000,,0,0,2025-10-20T09:23:00-04:00
3449088,1bb97b23-4f12-4dcc-83bc-616bdcd37d6f,Q3,CHARTWELL STRATEGY GROUP LLC,401104750,EMPOWER RETIREMENT LLC (FKA GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY),2025,third_quarter,RET,"General Overview, retirement policy, financial services, pension reform.","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2025-10-20T09:33:03-04:00