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
585218,4ef069cf-2481-4bce-a1a1-f035145244a9,1T,DENNY MILLER ASSOCIATES,25328,BENETRENDS INC,2008,first_quarter,RET,Issues relating to individual retirement plans.,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",10000,,0,1,2008-04-04T11:19:21-04:00
585234,8ccaa2c1-b6bc-4047-82b8-df115f033a43,Q1,DENNY MILLER ASSOCIATES,25328,GUIDANT FINANCIAL GROUP INCORPORATED,2008,first_quarter,RET,Issues relating to individual retirement plans.,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",10000,,0,0,2008-04-04T11:50:48-04:00
586024,af283376-292e-4e3a-b555-7ea45ef3023a,1@,DENNY MILLER ASSOCIATES,25328,GUIDANT FINANCIAL GROUP INCORPORATED,2008,first_quarter,RET,Issues relating to individual retirement plans.,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",10000,,0,1,2008-04-08T11:09:39-04:00
586472,2c6d9a38-91f7-4902-85f1-75baf7ac831d,Q1,THEODOSIOU CONSULTANTS,54621,THEODOSIOU CONSULTANTS,2008,first_quarter,RET,S. 1270,"HOUSE OF REPRESENTATIVES,SENATE",90000,,0,0,2008-04-09T12:42:15-04:00
586488,ba94b40b-d277-4313-82a2-5842abdafc35,1A,THEODOSIOU CONSULTANTS,54621,THEODOSIOU CONSULTANTS,2008,first_quarter,RET,S. 1270,,90000,,0,0,2008-04-09T12:56:37-04:00
586521,8832c3c1-64c4-4559-9e03-fc5aef7bf458,Q1,FLEET RESERVE ASSOCIATION,14781,FLEET RESERVE ASSOCIATION,2008,first_quarter,RET,H.R. 4930 The National Guard and Reservists parity for Patriots Act,"Defense, Dept of (DOD),HOUSE OF REPRESENTATIVES,Navy, Dept of,Office of the Secretary of Defense,SENATE,U.S. Coast Guard (USCG),Veterans Affairs, Dept of (VA)",,140000,0,0,2008-04-09T13:58:12-04:00
587223,f19e3721-320a-4240-9ed6-4b4c6eecc21e,Q1,THE ESOP ASSOCIATION,13858,ESOP ASSOCIATION,2008,first_quarter,RET,"Proposed legislation in relationship to ESOPs, employee ownership and employee ownership issues and generally all legislative proposals to amend the Employee Retirement Security Act of 1974.  Specifically S. 1322 and Section 3701 of H.R. 3970 in the 110th Congress.  Above areas include tax and labor law issues embedded in the Employee Retirement Security Act of 1974.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",,70000,0,0,2008-04-10T14:18:18-04:00
587287,2dc70d3c-1be0-4e78-9d42-ba26d36f24e0,Q1,TRANSPORTATION COMMUNICATIONS NATIONAL UNION/IAM (FKA TRANSPORTATION COMMUNICATI,38368,TRANSPORTATION COMMUNICATIONS NATIONAL UNION/IAM (FKA TRANSPORTATION COMMUNICATI,2008,first_quarter,RET,"H.R. 2738, Railroad Retirement Fairness Act, all provisions.  H.R. 2754, To amend the Railroad Retirement Act of 1974 to eliminate a limitation on benefits, all provisions.  H.R. 5576, Department of Transportation Appropriations Act 2007, all provisions related to rail.  S. 3708, Department of Labor Appropriations Act 2007, provisions for rail programs.  S. 1516; HR. 1630, Amtrak 
Reauthorization Act of 2005, all provisions.  H.R. 5483, Railroad Retirement Disability Earnings Act, all provisions.  H.R. 5074, Railroad Retirement Technical Improvement Act of 2006, all provisions.  H.R. 3679, National Transportation Safety Board Reauthorization Act of 2006, all provisions related to rail safety.  H.R. 4, Pension Protection Act of 2006, all provisions related to rail related employment.  H.R. 4394, Amtrak Board Leadership Enhancement Act, all provisions.  H.R. 3851, Systemic Passenger Infrastructure and Network Overhaul through Financial Freedom Act, all provisions related to rail security and safety.  H.R. 1713, Passenger Rail Investment Reform Act, all provisions.  H.R. 3567, Northeast Corridor Rail Tunnel Safety Act, all provisions.  H.R. 4214, Reforming Amtrak's Inefficient Lines Act of 2005, all provisions.",,,50000,0,0,2008-04-10T15:13:19-04:00
587371,4575fb93-9b85-41b4-8f94-b6d49010e425,Q1,HOLLAND & KNIGHT LLP,18466,HARTFORD,2008,first_quarter,RET,Legislative representation and strategic counsel regarding insurance issues; retirement security incentives.,"HOUSE OF REPRESENTATIVES,SENATE",80000,,0,0,2008-04-10T16:34:29-04:00
587768,35429e5c-b274-42cb-8f1a-db025cbdb70d,Q1,"GENWORTH FINANCIAL, INC.",302118,"GENWORTH FINANCIAL, INC.",2008,first_quarter,RET,"PL109-280 - To provide economic security for all Americans, and for other purposes - The Pension Protection Act of 2006
HR2205 - Retirement Security for Life Act of 2007
S1010 - Retirement Security for Life Act of 2007","Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",,900000,0,0,2008-04-11T12:57:54-04:00
588188,5e44e8c5-dead-4527-a604-cc2e583b4200,Q1,RICH FEUER ANDERSON,84775,BARCLAYS PLC,2008,first_quarter,RET,"Implementation of the Pension Protection Act of 2006, including regulations governing default investments.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",30000,,0,0,2008-04-13T18:46:04-04:00
588193,daef513b-b1a1-43ce-a00f-8f79336b75a5,Q1,RICH FEUER ANDERSON,84775,BARCLAYS GLOBAL INVESTORS,2008,first_quarter,RET,"Implementation of the Pension Protection Act of 2006, including regulations governing default investments.  Disclosure to retirement plan sponsors and participants of administrative fees and expenses, including HR 3185, the ""401(k) Fair Disclosure for Retirement Security Act;"" HR 3765, the ""Defined Contribution Plan Fee Transparency Act of 2007;"" and S 2473, the ""Defined Contribution Fee Disclosure Act of 2007.""","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",45000,,0,0,2008-04-13T19:14:08-04:00
588416,79fbad44-c618-45da-978f-c2b2d6de0a2e,Q1,NATIONAL ASSOCIATION OF POSTMASTERS OF THE UNITED STATES,27002,NATIONAL ASSOCIATION OF POSTMASTERS OF THE UNITED STATES,2008,first_quarter,RET,"H.R.82-Social Security Government Pension Offset and Windfall Elimination Provision (GPO/WEP), S.206 - GPO/WEP, H.R.726 - WEP, S.1254 - GPO, S.1647-GPO/WEP Reform, S.773-Military and Federal Retirees to pay health insurance premiums with pre-taxed dollars, H.R.1110-Health Premiums with pre-taxed dollars","HOUSE OF REPRESENTATIVES,Office of Personnel Management (OPM),Postal Regulatory Commission,SENATE,U.S. Postal Service (USPS)",,47500,0,0,2008-04-14T11:04:45-04:00
588511,7007699a-63f6-46fa-873b-7dff29bab669,Q1,HOGAN LOVELLS US LLP,18422,CALIFORNIA STATE TEACHERS' RETIREMENT SYSTEM,2008,first_quarter,RET,Possible proposals to impose mandatory coverage under Social Security of State and local government employees and provide relief under Social Security benefit offsets; proposals regarding Medicare coverage,,40000,,0,0,2008-04-14T11:43:32-04:00
588793,b1eab605-5c88-4d01-9985-cf43e445c9ae,Q1,SANDRA WISE,40025210,NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE,2008,first_quarter,RET,"Social Security/Private Accounts.  H.R. 1090, H.R. 2002, H.R. 4181, S. 2765, S.Amdt. 4328:  provisions to establish Social Security private accounts. Social Security/Trust Funds.  H.R. 4338, S. 302, H.R.219, H.R. 581, H.R. 4664, H.R. 1353:  provisions relating to the establishment of a procedure safeguarding the Social Security Trust Funds; the investment of Social Security trust funds; and the budgetary treatment of Social Security trust funds.  

Social Security Benefits.  Proposals relating to Social Security widows and spousal benefits; the minimum benefit; and the Medicare 24-month waiting period for disability benefits.

Social Security/Government Pension Offset.  H.R. 82, S. 206, H.R. 726, H.R. 2772, H.R. 2988, S. 1254, S. 1647: proposals to modify or repeal the government pension offset and windfall elimination provision.","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2008-04-14T14:31:39-04:00
588995,1c0262ce-9b86-4be2-80e2-43923c1838e4,Q1,VAN SCOYOC ASSOCIATES,39837,UNITED STATES CAPITOL POLICE LABOR COMMITTEE,2008,first_quarter,RET,Adjusting retirement contribution related issues.,"HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2008-04-14T15:56:23-04:00
589077,8ad1c6d6-cdfc-4c63-8f9d-e5bf7e7a8453,Q1,PALMETTO GROUP,18570,AIR LINE PILOTS ASSOCIATION INTERNATIONAL,2008,first_quarter,RET,H.R. 4061 & S. 2505 To allow employees of a commercial passenger airline carrier who receive payments in a bankruptcy proceeding to roll over such payments into an individual retirement plan. - legislation in it's entirety.,"HOUSE OF REPRESENTATIVES,SENATE",45000,,0,0,2008-04-14T16:36:31-04:00
589080,5f5f7efd-be63-4e5d-9bf5-1bcf5d14c6e0,Q1,"TIMMONS AND COMPANY, INC.",38164,VANGUARD GROUP INC,2008,first_quarter,RET,"S. 1141 - Automatic IRA Act of 2007
H.R. 2167 - Automatic IRA Act of 2007
H.R. 3765 - Defined Contribution Plan Fee Transparency Act
H.R. 3185 - Fair Disclosure for Retirement Security Act S. 2473 - Defined Contribution Fee Disclosure Act","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2008-04-14T16:38:36-04:00
589461,9a6262f9-4df2-4733-b717-a7992c501108,Q1,"SUSAN J. WHITE & ASSOCIATES, INC.",41181,NATIONAL ASSOCIATION OF GOVERNMENT DEFINED CONTRIBUTION ADMINISTRATORS,2008,first_quarter,RET,"1. Regulations and guidance for Deemed IRAs by the IRS/Department of the Treasury
2. Retirement legislation, President's Proposals
3. Retirement advice, diversification in holdings, specifically, the President's Retirement Proposal
4. Regulations and guidance for vacation and sick pay by the IRS/ Department of the Treasury
5. Pension Protection Act of 2006
6. National Save for Retirement Week",,20000,,0,0,2008-04-15T09:29:27-04:00
589720,e68bfde7-bc19-4b7d-b1f2-d2ad3a9c953e,Q1,AIR LINE PILOTS ASSOCIATION,580,AIR LINE PILOTS ASSOCIATION,2008,first_quarter,RET,"H.R. 2103 - Pilots Equitable Treatment Act; H.R. 4061 - Lost Retirement Savings Act
S. 1270 - Pilots Equitable Treatment Act; S. 2505 - Lost Retirement Savings Act","HOUSE OF REPRESENTATIVES,SENATE",,220000,0,0,2008-04-15T11:44:54-04:00
589731,4a702aa1-dfce-4c7f-b32d-e173188df6b2,Q1,GLOBAL DOMINION CORPORATION,20460,FEDERATION OF RESPONSIBLE CITIZENS FORMERLY AMERICAN FEDERATION OF SENIORCITIZEN,2008,first_quarter,RET,"H.R. 219 Social Security Preservation Act. Legislation to amend Title II  of the Social Security Act to ensure the integrity of the Social Security Trust Fund by requiring investment of the annual surplus of the fund and protect the fund from the public debt limit. The issue of investing the surplous rather than borrowing from it. H.R. 192 Social Security Beneficiary Tax Reduction Act.  Legislation to amend the Internal Revenue Code of 1986 to repeal the 1993 increase in taxes on Social Security benefits.  The issue of reducing taxes on Social Security benefits.

H.R. 1090 Social Security Guarantee Plus Act. Legislation to amend the Social Security Act and the Interanal Revenue Code of 1986 to preserve and strenghten the Social Security Program by creating personal Social Security guarantee accounts which would ensure full benefits for all workers and their families  while restoring long-term Social Security solvency.  The issue of personal Social Security guarnatee accounts.

S. 302  Social Security Lock Box. Legislation to establish safeguarding of the Social Security Turst Fund.  The issue of requiring Congress to establish a detailed proposal for Social Security reform before any monies for the Social Security Trust Fund could be used by Congress for budget items.","HOUSE OF REPRESENTATIVES,SENATE,White House Office",20000,,0,0,2008-04-15T11:51:09-04:00
589758,64234aa2-0652-4f2c-a3cc-4876937f01b3,Q1,ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG),57475,"AETNA, INC. (FORMERLY AETNA LIFE & CASUALTY)",2008,first_quarter,RET,Pension reform,,60000,,0,0,2008-04-15T12:06:44-04:00
589797,636129ad-a00b-4fd3-83bc-215682fa664a,Q1,ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG),57475,AMERICAN STAFFING ASSOCIATION,2008,first_quarter,RET,Pension and other benefits,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",30000,,0,0,2008-04-15T12:07:52-04:00
589802,3d4be6e6-98fe-4571-89ce-e726693375c0,Q1,NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION,27081,NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION,2008,first_quarter,RET,"S. 1254 and H.R. 2988, to amend Title II of the Social Security Act to provide that the reductions in Social Security benefits which are required in the case of spouses and surviving spouses who are also receiving certain government pensions shall be equal to the amount by which two-thirds of the total amount of the combined monthly benefit (before reduction) and monthly pension exceeds $1,200, adjusted for inflation. S. 206 and H.R. 82, to amend Title II of the Social Security Act to repeal the Government Pension Offset and the Windfall Elimination Provision.
H.R. 726, Windfall Elimination Provision Relief Act of 2007, to amend Title II of the Social Security Act to restrict the application of the Windfall Elimination Provision to individuals whose combined monthly income from benefits under such title and other monthly periodic payments exceeds a minimum COLA-adjusted amount of $2,500 and to provide for a graduated implementation of such provision on amounts above such minimum $2,500 amount. 
H.R. 2780, to amend section 8339(p) of title 5, United States Code, to clarify the method for computing certain annuities under the Civil Service Retirement System which are based on part-time service.
S. 2003, to facilitate the part-time reemployment of annuitants, and for other purposes. 
H.R. 3579, To amend Title 5, United States Code, to facilitate temporary reemployment of federal annuitants, and for other purposed.","HOUSE OF REPRESENTATIVES,SENATE",,40000,0,0,2008-04-15T12:11:00-04:00
589813,aece1cbb-6023-4375-82b2-d0eabea9d440,Q1,GLOBAL DOMINION CORPORATION,20460,AMERICAN SERVICE COUNCIL INC,2008,first_quarter,RET,"H.R. 219 Social Security Preservation Act. Legislation to amend Title II of the Social Security Act to ensure the integrity of the social Security Trust Fund. The issue to invest the annual surplus of the trust Fund in marketable interest bearing bligations of the United States and certificates of deposit in institutions insured by the Federal Deposit Insurance Corporation and to protect the Trust Funds for the public debt. H.R. 192 Social Security Beneficiary Tax Reduction Act. Legislation to amend the Interanl Revenue Code of 1986 to repeal the 1993 increase in taxes on Social Security benefits. The issue of reducing taxes on Social Security benefits.

S. 302 Social Security Lock Box. Legislation to establish a procedure to safeguard the Social Secruity Trust Fund. The issue to require a detailed proposal for Social Security Reform legislation before any monies for the Trust Fund could be used by Congress for budget items.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2008-04-15T12:18:18-04:00
589818,305a4707-360d-497a-ab6f-c6f93aea946f,Q1,ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG),57475,AK STEEL HOLDING CORPORATION,2008,first_quarter,RET,Misc. retirement and pension issues,"Commerce, Dept of (DOC),Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Transportation, Dept of (DOT),Treasury, Dept of,U.S. Trade Representative (USTR)",60000,,0,0,2008-04-15T12:18:28-04:00
589835,3fde9710-028a-4d78-98d6-5a33826eae58,Q1,ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG),57475,CITIGROUP MANAGEMENT CORP (FORMERLY KNOWN AS CITIGROUP),2008,first_quarter,RET,Pension reform; retirement savings,"Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",80000,,0,0,2008-04-15T12:27:49-04:00
589853,b0103631-02bd-4be1-84c3-dd0f003eeb1a,Q1,ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG),57475,FORD MOTOR COMPANY,2008,first_quarter,RET,Pension reform,"Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",60000,,0,0,2008-04-15T12:35:12-04:00
589870,f34edb5b-81a2-40c6-9441-d1c6dd93e40f,Q1,ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG),57475,MERRILL LYNCH,2008,first_quarter,RET,General retirement issues; Pension reform; Retirement security,"Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",150000,,0,0,2008-04-15T12:42:36-04:00
589876,b2c95992-1f9d-42fd-bbbb-98d7f4badd3d,Q1,ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG),57475,REYNOLDS AMERICAN INC (FORMERLY KNOWN AS RJ REYNOLDS TOBACCO COMPANY),2008,first_quarter,RET,Pension reform,"Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",120000,,0,0,2008-04-15T12:44:48-04:00
589893,f8562d72-b8c2-4ccd-90a0-007bf2cb0f6f,Q1,ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG),57475,SECURITIES INDUSTRY & FINANCIAL MARKETS ASSN.,2008,first_quarter,RET,Social Security and pension issues; retirement security,"Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",80000,,0,0,2008-04-15T12:50:07-04:00
590307,3d320bc8-84e8-4429-a918-791add785354,Q1,VENABLE LLP,39941,AMERICAN AIRLINES INC,2008,first_quarter,RET,Pension Reform Legislation,"HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE,Transportation, Dept of (DOT)",70000,,0,0,2008-04-15T15:30:41-04:00
590322,9c37e49f-2b36-41cc-84bf-1bd96e06f9f0,Q1,VENABLE LLP,39941,XPO LOGISTICS (FORMERLY KNOWN AS CON-WAY INC ),2008,first_quarter,RET,Pension Legislation,,40000,,0,0,2008-04-15T15:36:57-04:00
590451,11d7f105-d627-48fb-86a6-7a17fdbb8ad0,Q1,AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES,3390,AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES,2008,first_quarter,RET,Monitored discussions of comprehensive reform that could potentially impact deferred compensation plans and other benefits offered to association staff executives.,"Federal Trade Commission (FTC),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),SENATE,U.S. Postal Service (USPS)",,140000,0,0,2008-04-15T16:14:09-04:00
590515,3fce0cbf-faea-4c9a-aae5-66f38b87a529,Q1,"APTIV, PLC",49054,APTIV PLC,2008,first_quarter,RET,Pension issues relating to bankruptcy,,,190000,0,0,2008-04-15T16:35:38-04:00
590664,00c6e2d4-1c40-43ea-a27d-adbfb5e725d8,Q1,"FORSCEY, PLLC",52880,LAW FIRM OF THORNTON & NAUMES,2008,first_quarter,RET,"Work to clarify ERISA fiduciary standards and require greater disclosure of investment funds and social investment policies;
H.R. 3185 - Fair Disclosure for Retirement Act of 2007;
H.R. 3765 - Defined Contributions Plan Fee Transparency Act of 2007.","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2008-04-15T17:25:04-04:00
591139,8b553607-a355-44eb-8686-2b2a59fb61d3,Q1,"NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC.",26980,"NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC.",2008,first_quarter,RET,"S. 206 / H.R. 82 ""Social Security Fairness Act of 2007""
S. 1254 / H.R. 2988 ""Government Pension Offset Reform Act""
H.R. 3361 ""Pension Protection Technical Corrections Act of 2007""","HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE",,40000,0,0,2008-04-16T10:14:56-04:00
591488,58dfcfbd-2deb-4791-b620-f31cc386e8f2,Q1,THE NATIONAL GRANGE OF THE ORDER OF PATRONS OF HUSBANDRY,27913,NATIONAL GRANGE OF THE ORDER OF PATRONS OF HUSBANDRY,2008,first_quarter,RET,Social Security Reform,"Agriculture, Dept of (USDA),Commerce, Dept of (DOC),Commodity Futures Trading Commission (CFTC),Council on Environmental Quality (CEQ),Education, Dept of,Energy, Dept of,Environmental Protection Agency (EPA),Federal Communications Commission (FCC),Federal Energy Regulatory Commission (FERC),Federal Trade Commission (FTC),Food & Drug Administration (FDA),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),Justice, Dept of (DOJ),Labor, Dept of (DOL),Natl Telecommunications & Information Administration (NTIA),Office of Management & Budget (OMB),SENATE,Transportation, Dept of (DOT),U.S. Trade Representative (USTR)",,10000,0,0,2008-04-16T11:34:45-04:00
591665,4dfc70ea-7e2b-40e4-8c0e-5c0b427edbf0,Q1,MR. ROBERT GUSTAFSON,55495,FRATERNAL ORDER OF EAGLES,2008,first_quarter,RET,Support for a strong Social Security system based on the principles on which it was created (no specific legislation endorsed or supported),"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2008-04-16T11:57:25-04:00
592064,eb84f24c-3401-41d0-9e1c-54bec2ee6cde,Q1,THE COUNCIL OF INSURANCE AGENTS AND BROKERS,11093,COUNCIL OF INSURANCE AGENTS AND BROKERS,2008,first_quarter,RET,Issues related to pensions and employee benefits.,"HOUSE OF REPRESENTATIVES,SENATE",,183000,0,0,2008-04-16T13:32:35-04:00
592079,247109a3-c750-49ee-b40d-2363d0107557,Q1,FLUOR CORPORATION,15018,FLUOR CORPORATION,2008,first_quarter,RET,Monitor issues with respect to pensions (HR3361/S1974 -- Pension Protection Act Technical Corrections.),"Air Force, Dept of,Army, Dept of (Corps of Engineers),Army, Dept of (Other),Commerce, Dept of (DOC),Defense, Dept of (DOD),Defense Nuclear Facilities Safety Board,Energy, Dept of,Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,Intl Trade Administration (ITA),Maritime Administration (MARAD),SENATE,State, Dept of (DOS),Transportation, Dept of (DOT),U.S. Trade Representative (USTR),White House Office",,294792,0,0,2008-04-16T13:37:53-04:00
592210,35c1a803-d289-410d-8d95-ea5033a971ab,Q1,"LAW OFFICES OF ROBERT J. BRINKMANN, LLC",303371,NATIONAL LEAGUE OF POSTMASTERS,2008,first_quarter,RET,Federal Retirment Issues generally.,"HOUSE OF REPRESENTATIVES,Postal Regulatory Commission,SENATE,U.S. Postal Service (USPS)",10000,,0,0,2008-04-16T14:08:21-04:00
592292,d4164e1e-a88d-45e0-bc60-d39540e3bc69,Q1,"PRINTING INDUSTRIES OF AMERICA, INC.",32203,PRINTING INDUSTRIES OF AMERICA INC,2008,first_quarter,RET,"Pension Reform
Social Security Reform","Commerce, Dept of (DOC),Energy, Dept of,Environmental Protection Agency (EPA),Government Printing Office (GPO),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Intl Trade Administration (ITA),Labor, Dept of (DOL),Patent & Trademark Office (PTO),Postal Rate Commission,Postal Regulatory Commission,SENATE,State, Dept of (DOS),Treasury, Dept of,U.S. Postal Service (USPS)",,118310,0,0,2008-04-16T14:26:38-04:00
592952,8702ace4-4def-485b-9392-4237245a1ca8,Q1,UPS (UNITED PARCEL SERVICE),39223,UPS (UNITED PARCEL SERVICE),2008,first_quarter,RET,PPA technical corrections,"Commerce, Dept of (DOC),Federal Aviation Administration (FAA),Government Accountability Office (GAO),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT),Transportation Security Administration (TSA),Treasury, Dept of,U.S. Customs & Border Protection,U.S. Trade Representative (USTR),White House Office",,616000,0,0,2008-04-16T16:35:27-04:00
593174,d10b1f15-9f41-4d93-9cb7-78011f28f30a,Q1,CON-WAY INC (FORMERLY KNOWN AS CNF INC),9591,CON-WAY INC (FORMERLY KNOWN AS CNF INC),2008,first_quarter,RET,Pension Legislation,"Federal Highway Administration (FHA),Federal Motor Carrier Safety Administration,Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT),Transportation Security Administration (TSA),White House Office",,140000,0,0,2008-04-16T17:26:25-04:00
593191,a3047d09-8183-4551-9930-0b77516b519b,Q1,"POLICY IMPACT COMMUNICATIONS, INC.",31758,PRUDENTIAL FINANCIAL,2008,first_quarter,RET,S. 1010 - Retirement Security for Life Act of 2007; S. 1141 - Automatic IRA Act of 2007; S. 1725 - Restoring Pension Promises to Workers Act; S. 2473 - Defined Contribution Fee Disclosure Act of 2007; HR 2205 - Retirement Security for Life Act of 2007; HR 4150 - Lifetime Pension Annuity for You Act of 2007; HR 3185 - 401(k) Fair Disclosure for Retirement Security Act of 2007; HR 2167 - Automatic IRA Act of 2007; HR 3765 - Defined Contribution Plan Fee Transparency Act of 2007; HR 3361 - Pension Protection Technical Correction Act of 2007 - provisions related to guaranteed lifetime income.,,45000,,0,0,2008-04-16T17:30:22-04:00
593716,7d254ba0-8f0f-48db-8124-388c176afef8,Q1,INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS,19753,INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS,2008,first_quarter,RET,"Retiree Health Care
Pension Protection Tehnical Corrections",,,70000,0,0,2008-04-17T09:36:00-04:00
593962,d934352e-c626-4dc3-a4c0-d91725fd46ff,Q1,DAVIS & HARMAN LLP,11674,FINANCIAL EXECUTIVES INTERNATIONAL,2008,first_quarter,RET,"Proposals making technical corrections to The Pension Protection Act of 2006 including H.R. 336 and S. 1974, Pension Protection Technical Corrections Act.  H.R. 349, Small Business Work Opportunity Act.",,10000,,0,0,2008-04-17T10:37:52-04:00
594324,be157606-4444-4cfe-a9b3-372e1082eb5c,Q1,ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG),57475,PRUDENTIAL INSURANCE COMPANY OF AMERICA,2008,first_quarter,RET,"Miscellaneous pension, retirement and savings issues",,50000,,0,0,2008-04-17T11:19:33-04:00
594450,17b03110-eb70-40a9-81c1-95f2f047da66,Q1,"METLIFE GROUP, INC.",40032280,"METLIFE GROUP, INC.",2008,first_quarter,RET,Retirement Security for Life Act: S 1010; S 1288; HR 2205.,"HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of,U.S. Trade Representative (USTR)",,1170000,0,0,2008-04-17T11:38:03-04:00
595148,aabbf4ec-0fde-4123-8cb7-eed0ecadbe58,Q1,"UNITED AUTOMOBILE, AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS",39052,UNITED AUTOMOBILE AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS,2008,first_quarter,RET,Private Pensions - Technical Corrections,"Centers For Medicare and Medicaid Services (CMS),Export-Import Bank of the United States (EXIM Bank),Food & Drug Administration (FDA),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Intl Trade Administration (ITA),Labor, Dept of (DOL),Legal Services Corporation,SENATE,State, Dept of (DOS),U.S. Trade Representative (USTR)",,389959,0,0,2008-04-17T14:13:17-04:00
595432,405e3ca3-578e-41af-a989-27df651be691,Q1,SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION,317914,SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION,2008,first_quarter,RET,S. 819/HR 1419 (Public Good IRA Rollover Act of 2007); S. 1141/HR 2167 (Automatic IRA Act of 2007); S. 1010/HR 2205 (Retirement Security for Life Act of 2007); S. 2 (Fair Minimum Wage Act of 2007); S. 1725 (Restoring Pension Promises to Workers Act); S. 1288 (Women's Retirement Security Act of 2007); HR 2669 (College Cost Reduction Act of 2007); HR 2831 (Ledbetter Fair Pay Act of 2007); Pension technicals; Fee disclosure and transparency; Small business pension coverage; Pension Protection Act implementation; Wrap fee revenue ruling request; 529 plan regulatory project; PRM on Sec. 408(b)(2) of ERISA; RFI on disclosure to participants; Form 5500 revisions; HR 3923/S. 2199 (Offshore Deferred Compensation Act of 2007); S. 2473 (Deferred Contribution Fee Disclosure Act of 2007); HR 3185 (The 4019K) Fair Disclosure for Retirement Security Act of 2007),"Commerce, Dept of (DOC),Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Natl Economic Council (NEC),Natl Security Council (NSC),Office of the Comptroller of the Currency (OCC),Office of Thrift Supervision (OTS),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of,U.S. Trade Representative (USTR),White House Office",,1360000,0,0,2008-04-17T14:49:09-04:00
595444,c0bbb75a-dbc3-46f1-960f-50e879857eb2,Q1,DAVIS & HARMAN LLP,11674,TRANSAMERICA LIFE INSURANCE COMPANY,2008,first_quarter,RET,"Proposals making technical corrections to the Pension Protection Act of 2006, including H.R. 3361 and S. 1974, Pension Protection Technical Corrections Act.   Proposals related to the Saver's Credit.  Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 3765, the Defined Contribution Fee Transparency Act, H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act, and S. 2473, Defined Contribution Fee Disclosure Act. S. 1288, Women's Retirement Security Act.  Proposals relating to small business pension coverage.  Proposals related to mandatory universal savings accounts.  Proposals related to investment education.","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2008-04-17T14:51:22-04:00
595475,b237037c-0601-4da4-bb7d-40ce1918e3a8,Q1,"MOSS, MCGEE, BRADLEY AND COLBERT",292356,EXPERIENCE WORKS,2008,first_quarter,RET,"Employment Related Issues
Special Committee on Aging","Education, Dept of,Energy, Dept of,HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Small Business Administration (SBA)",20000,,0,0,2008-04-17T14:56:51-04:00
595795,535fc4bd-d0aa-47d6-99b5-2b56085c6738,Q1,"AMERIPRISE FINANCIAL, INC.",302313,"AMERIPRISE FINANCIAL, INC.",2008,first_quarter,RET,"H.R. 2167 - Automatic IRA Act of 2007; entire bill
H.R. 2205 - Retirement Security for Life Act of 2007; entire bill 
H.R. 3185 - Fair Disclosure for Retirement Security Act of 2007; entire bill H.R. 3361  Pension Protection Technical Corrections Act of 2007; entire bill
H.R. 3765 - Defined Contribution Plan Fee Transparency Act of 2007; entire bill 
H.R. 4150 - Lifetime Pension Annuity for You Act of 2007; entire bill 
H.R. 5160  The Small Businesses Add Value for Employees Act (SAVE); entire bill    
S. 708  Health Care and Training for Older Workers; provisions relating to employers
S. 709  Older Worker Opportunity Act of 2007; provisions relating to retirement savings
S. 819  Public Good IRA Rollover Act of 2007; entire bill
S. 1010 - Retirement Security for Life Act of 2007; entire bill 
S. 1141 - Automatic IRA Act of 2007; entire bill 
S. 1288 - Womens Retirement Security Act of 2007; provisions relating to IRAs, DC, and required minimum distribution 
S. 1725  Restoring Pension Promises to Workers Act of 2007; entire bill
S. 1809  Long Term Care Act; entire bill   
S. 1974  Pension Protection Technical Corrections Act of 2007; entire bill
S. 2473  Defined Contribution Fee Disclosure Act; entire bill 
S. 2794 -  Senior Investor Protection Act of 2008; entire bill","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",,206001,0,0,2008-04-17T15:41:14-04:00
596454,fe9012ac-8da4-401e-b4d5-07fd81ca551e,Q1,"AMERICAN FEDERATION OF STATE, COUNTY AND MUNICIPAL EMPLOYEES",2321,AMERICAN FEDERATION OF STATE COUNTY AND MUNICIPAL EMPLOYEES,2008,first_quarter,RET,"HR 2988, S 1254 - Government Pension Offset Reform Act
HR 726 - Windfall Elimination Provision Relief Act of 2007
S 206, HR 82 - Social Security Fairness Act of 2007","Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE",,480000,0,0,2008-04-17T17:10:08-04:00
596498,3058c7ba-3137-417d-87b3-319efef1a55f,Q1,FOLEY & LARDNER LLP,15042,AURORA HEALTHCARE,2008,first_quarter,RET,Electronic technology for medical supplies and services; physician ownership of hospitals;  hospital and physician reimbursement; integrated health care demonstration project; durable medical equipment (DME) reimbursement; Congressional scrutiny of group purchasing organizations; legislative and administrative proposals related to non-profit organizations,"Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE",80000,,0,0,2008-04-17T17:13:24-04:00
596513,624ecb2f-77da-4091-b1c9-96f900d0d1a5,Q1,ASSOCIATION FOR FINANCIAL PROFESSIONALS,38437,ASSOCIATION FOR FINANCIAL PROFESSIONALS,2008,first_quarter,RET,"Plan Funding, Retirement Plan Investments, Disclosure, and Fiduciary Rules","Commodity Futures Trading Commission (CFTC),Executive Office of the President (EOP),Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,6250,0,0,2008-04-17T17:16:39-04:00
597317,09596cd7-8694-44c6-8c50-7c3be90e0b8f,Q1,"PRUDENTIAL FINANCIAL, INC.",32338,PRUDENTIAL FINANCIAL INC,2008,first_quarter,RET,"S. 1010, Retirement Security for Life Act of 2007, All provisions
S. 1141, Automatic IRA Act of 2007, All provisions
S. 1725, Restoring Pension Promises to Workers Act, All provisions
S. 2473, Defined Contribution Fee Disclosure Act of 2007, All provisions H.R 948, The Social Security Number Protection Act of 2007, All provisions
H.R. 3046, The Social Security Number and Privacy and Identity Theft Prevention Act of 2007, All provisions
H.R. 2205, Retirement Security for Life Act of 2007, All provisions
H.R. 4150, Lifetime Pension Annuity for You Act of 2007, All provisions
H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act of 2007, All provisions
H.R. 2167, Automatic IRA Act of 2007, All provisions
H.R. 3765, Defined Contribution Plan Fee Transparency Act of 2007, All provisions
H.R. 3361, Pension Protection Technical Correction Act of 2007, Provisions related to guaranteed lifetime income
S. 1974, Pension Protection Technical Correction Act of 2007, All provisions
H.R. 3088, Long Term Care Act of 2007, All provisions
H.R. 3363, Long-Term Care Affordability and Security Act of 2007, All provisions","HOUSE OF REPRESENTATIVES,SENATE",,1391345,0,0,2008-04-18T08:56:09-04:00
597400,0bdfcab8-8f37-4fdf-ac28-707516935e9b,Q1,NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE,27467,NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE,2008,first_quarter,RET,"Social Security/Government Pension Offset.  H.R. 82, S. 206, H.R. 726, H.R. 2772, H.R. 2988, S. 1254, S. 1647:  proposals to  modify or repeal the government pension offset and windfall elimination provisions.  

Social Security/Trust Funds.  H.R. 4338, S. 302, H.R.219, H.R. 581, H.R. 4664, H.R. 1353:  provisions relating to the establishment of a procedure safeguarding the Social Security Trust Funds; the investment of Social Security trust funds; and the budgetary treatment of Social Security trust funds.   

Social Security/Cost-of-Living-Adjustments.  H.R. 1953, H.R. 2032, H.R. 4807, S. 2501, H.R. 5317:  provisions pertaining to the development of a Consumer Price Index to reflect senior spending; the impact of Medicare premiums on Social Security cost-of-living adjustments and Social Security recipient benefit levels; and amending the Congressional Budget Act of 1974 making it out of order for Congress to reduce Social Security benefits or cost-of-living increases.

Social Security/Private Accounts.  H.R. 1090, H.R. 2002, H.R. 4181, S. 2765, S.Amdt. 4328:  provisions to establish Social Security private accounts.

Pension Security.  H.R. 5543, S. 1288, S. 1725:  provisions affecting the protection of pension benefits and the retirement security of women and small business owners.

National Senior Volunteer Corps.  H.R. 2857, H.R. 5563:  provisions pertaining to reauthorizing national and community service programs benefiting older Americans.",,,480000,0,0,2008-04-18T09:27:02-04:00
597491,c5989697-4c47-4311-a169-c757384e23f7,Q1,NATIONAL LEAGUE OF POSTMASTERS,69297,NATIONAL LEAGUE OF POSTMASTERS,2008,first_quarter,RET,Federal Retirement Issues,"HOUSE OF REPRESENTATIVES,SENATE,U.S. Postal Service (USPS)",,20000,0,0,2008-04-18T09:44:38-04:00
597643,245a6011-1afb-4c8f-a1f8-d459be89da44,Q1,AETNA INC.,352,AETNA INC,2008,first_quarter,RET,"HR 3361, Pension Protection Technical Corrections Act of 2008","Executive Office of the President (EOP),Food & Drug Administration (FDA),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",,575459,0,0,2008-04-18T10:01:06-04:00
597736,4698d03d-ab56-419b-a362-53b6a62cb926,Q1,ROBERT WAGER,317457,PRUDENTIAL FINANCIAL,2008,first_quarter,RET,Automatic IRA,HOUSE OF REPRESENTATIVES,,,0,0,2008-04-18T10:13:04-04:00
597801,627a9f2b-1bf8-4276-91fd-0c679c58f339,Q1,NELSON MULLINS RILEY & SCARBOROUGH,285871,TEXAS CLASSROOM TEACHERS ASSOCIATION,2008,first_quarter,RET,"HR82 and S206, Social Security Fairness Act of 2007",,10000,,0,0,2008-04-18T10:19:28-04:00
597820,88458617-2216-4721-b2cd-7f2c32cfa91d,Q1,"GROOM LAW GROUP, CHARTERED",17000,NATIONAL COORDINATING COMMITTEE FOR MULTIEMPLOYER PLANS,2008,first_quarter,RET,"Pension Technical Corrections Legislation (H.R. 3361, S. 1974)","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2008-04-18T10:21:42-04:00
597841,f652cbf6-dc20-41d3-b1e0-296e5be18034,Q1,"GROOM LAW GROUP, CHARTERED",17000,AMERICAN BENEFITS COUNCIL,2008,first_quarter,RET,Deferrred Compensation Legislation (H.R. 3923; S. 2199); The Mental Health Parity Act (H.R. 1424; S. 558); The Genetic Information Nondiscrimination Act (H.R. 493; S. 358).,"HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",10000,,0,0,2008-04-18T10:24:51-04:00
597864,72b0f926-2726-4115-b9dd-4bdb4a1fb63c,Q1,"GROOM LAW GROUP, CHARTERED",17000,INVESTMENT COMPANY INSTITUTE,2008,first_quarter,RET,Tax and ERISA Legislative Proposals relating to Mutual Funds and Retirement Plans; DOL Regulations relating to Disclosure for Investments and Retirement Plans.,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",50000,,0,0,2008-04-18T10:29:04-04:00
597897,9bb72367-a296-4a9d-9106-a5bfaaa92676,Q1,ROBERT WAGER,317457,PRUDENTIAL FINANCIAL,2008,first_quarter,RET,Automatic IRA,HOUSE OF REPRESENTATIVES,,,0,0,2008-04-18T10:34:48-04:00
598394,9675a027-a782-4020-8d40-6208c520faea,Q1,AMERICAN ACADEMY OF ACTUARIES,1318,AMERICAN ACADEMY OF ACTUARIES,2008,first_quarter,RET,general aging and retirement issues; social security solvency issues,"Congressional Budget Office (CBO),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",,23784,0,0,2008-04-18T11:18:57-04:00
598462,3f7908bd-49e3-4461-a4ed-6588b5bb7450,Q1,AMERICAN INVESTMENT COUNCIL F/K/A PEGCC,316536,AMERICAN INVESTMENT COUNCIL F/K/A PEGCC,2008,first_quarter,RET,"HR 2834 - provisions related to tax treatment of carried interest for certain partnerships
S 1624 - provisions related to tax treatment of private equity funds that become publicly-traded partnerships","HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of,White House Office",,740000,0,0,2008-04-18T11:26:28-04:00
598528,920c8c3c-1c2d-471c-9d5f-320867d743e5,Q1,BLANK ROME GOVERNMENT RELATIONS,6325,PRUDENTIAL FINANCIAL INC,2008,first_quarter,RET,"Legislation relating to Retirement security - H.R. 2683, H.R. 2657, H.R. 2255, H.R. 3361, H.R. 4839. S. 1974, S. 2374","HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2008-04-18T11:33:02-04:00
598875,ca353d84-ea9c-4041-9d4f-2ffb5a14f6b5,Q1,NATIONAL ASSOCIATION FOR UNIFORMED SERVICES,26615,NATIONAL ASSOCIATION FOR UNIFORMED SERVICES,2008,first_quarter,RET,To protect the cost of living adjusted Social Security payments by ensuring that any major changes made would grandfather retirees and those near retirement; to improve the Medicare benefit and provide adequate reimbursement rates to health care professionals; establish a Consumer Price Index for Elederly (CPI-E) to compute cost of living increases for Social Security and other Medicare benefits; phase out the taxation of Social Security Benefits; repeal the government pension offset and windfall elimination provisions; include a Social Security Lockbox.,"Defense, Dept of (DOD),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Office of Personnel Management (OPM),SENATE,Veterans Affairs, Dept of (VA),White House Office",,42017,0,0,2008-04-18T11:58:11-04:00
598953,ebd35a1f-ea2a-4ccf-a3dd-133a1d40129c,Q1,"UNITED AIRLINES, INC",39030,UNITED AIRLINES INC,2008,first_quarter,RET,"H.R.3361 - To make technical corrections related to the Pension Protection Act of 2006.
S.1270, A bill to amend title IV of the Employee Retirement Income Security Act of 1974 to require the Pension Benefit Guaranty Corporation, in the case of airline pilots who are required by regulation to retire at age 60, to compute the actuarial value of monthly benefits in the form of a life annuity commencing at age 60.","HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT)",,540000,0,0,2008-04-18T12:09:26-04:00
599440,956540d5-341a-42d3-95e8-dc1d6e8e2bc6,Q1,TIAA,55757,TIAA,2008,first_quarter,RET,"HR 2167/S 1141 - Automatic IRA Act of 2007; HR 1419/S 819 - Public Good IRA Rollover Act of 2007; S 1288 - Women's Retirement Security Act of 2007; 403(b) regulatory guidance (RIN 1545-BB64/REG-155608-02); Pension reform technical corrections; S 1010 - Retirement Security of Life Act of 2007; proposed revisions to Form 5500 (RIN 1210-AB06); Retiree healthcare issues; default investment alternatives (RIN 1210-AB10); investment advice; international pension issues HR 3361/S1974 - Pension Protection Technical Corrections Act of 2007
DOL Plan Fee Disclosure proposed regulations on 408(b)(2) - RIN 1210-AB08","Commerce, Dept of (DOC),Education, Dept of,Federal Reserve System,HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Office of Management & Budget (OMB),Securities & Exchange Commission (SEC),SENATE,State, Dept of (DOS),Treasury, Dept of,White House Office",,380000,0,0,2008-04-18T13:19:23-04:00
599487,33cb890a-01e8-4277-abe6-d60aeb80cce6,Q1,RETIRESAFE,11025,RETIRESAFE,2008,first_quarter,RET,"HR 2032/HR 1953 - Consumer Price Index for the Elderly Act
HR 368/HR 288 - Notch Reform
HR 93 - Social Security Protection Act
HR 149 Social Security Earnings Tax Repeal Act","Centers For Medicare and Medicaid Services (CMS),HOUSE OF REPRESENTATIVES,SENATE",,114844,0,0,2008-04-18T13:23:53-04:00
599573,432f2673-f710-453f-aa73-954b38737fa9,Q1,"ALFRED W. CORS, JR",285277,RETIRESAFE,2008,first_quarter,RET,"HR 2032/HR 1953 - Consumer Price Index for the Elderly Act
HR 368/HR 288 - Notch Reform
HR 93 - Social Security Protection Act
HR 149 Social Security Earnings Tax Repeal Act","Centers For Medicare and Medicaid Services (CMS),HOUSE OF REPRESENTATIVES,SENATE",19300,,0,0,2008-04-18T13:33:49-04:00
599822,994bcb7a-8994-4e2e-947d-0ce82a065117,Q1,"AON CONSULTING, INC.",51343,AT&T CORPORATION,2008,first_quarter,RET,Pension Protection Act issues,"Internal Revenue Service (IRS),Treasury, Dept of",,,0,0,2008-04-18T13:56:32-04:00
599873,65d1e439-9786-4981-8c04-19477f8ab2c4,Q1,AMERICAN BAR ASSOCIATION,1808,AMERICAN BAR ASSOCIATION,2008,first_quarter,RET,"Social Security Disability Appeals System - supporting various improvements in the system and the use of Administrative Law Judges appointed under the APA. 
Social Security Administration Disability Appeals Process- regarding proposed rules to make significant changes at the Administrative Law Judge, Appeals Council and Decision Review Board appeals levels for both disability and non-disability claims.","Commerce, Dept of (DOC),Commodity Futures Trading Commission (CFTC),Education, Dept of,Environmental Protection Agency (EPA),Federal Trade Commission (FTC),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),Justice, Dept of (DOJ),Legal Services Corporation,Library of Congress (LOC),Office of Management & Budget (OMB),President of the U.S.,Securities & Exchange Commission (SEC),SENATE,Social Security Administration (SSA),State, Dept of (DOS),Transportation, Dept of (DOT),U.S. Commission on Civil Rights,U.S. Copyright Office,U.S. Customs & Border Protection,U.S. Immigration & Customs Enforcement (ICE),U.S. Trade Representative (USTR),White House Office",,240000,0,0,2008-04-18T14:00:02-04:00
599922,4a140086-4037-4c25-bec2-442bb7696de1,Q1,NATIONWIDE MUTUAL INSURANCE COMPANY,26411,NATIONWIDE MUTUAL INSURANCE COMPANY,2008,first_quarter,RET,"HR 2205/S 1010 - ""Retirement Security for Life Act"" - tax incentives for the purchase of annuities
S 1288 - ""Women's Retirement Act of 2007"" - all retirement savings incentives and support, automatic IRA, savers credit HR 2167/S 1141 - ""Automatic IRA Act of 2007"" - Automatic IRA's for small employers

HR 3361/S 1974 - ""Pension Protection Technical Corrections Act of 2007"" - Monitoring all provisions to prepare for practical implications

HR 3185 - ""The 401K Fair Disclosure for Retirement Security Act of 2007"" - Unbundling, mandatory index fund, so-called guaranteed investment contract fees, basis point issues

S 2473 - ""Defined Contribution Fee Disclosure Act"" - Unbundling/categories of disclosure

HR 3765 - ""Defined Contribution Plan Fee Transparency Act of 2007"" - 457 plan fee disclosure

HR 5160 - ""SAVE Act"" - Automatic IRAs for small employers

HR 2831 - ""Lilly Ledbetter Fair Pay Act"" - provisions related to ""each time compensation is paid""

HR 4839/HR 4195/S 2374 - ""Tax Technical Corrections Act of 2007"" - Pension Protection Act technical correction provisions

HR 2419/S 2302 - ""Farm Bill Extension Act"" - Potential Roth 457 inclusion

HR 3997 - ""Defenders of Freedom Tax Act/Heroes Earnings Assistance and Relief Act"" - Pension plan provisions

HR 3997 - ""Defenders of Freedom Tax Act/Heroes Earnings Assistance and Relief Act"" - Pension plan provisions

HR 2/S2 - ""Fair Minimum Wage Act of 2007"" - Potential inclusion of ""Portable, Lifelong, Universal Savings"" (PLUS) accounts","Federal Emergency Management Agency (FEMA),Federal Trade Commission (FTC),HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),Internal Revenue Service (IRS),Justice, Dept of (DOJ),Labor, Dept of (DOL),Office of Thrift Supervision (OTS),SENATE,Treasury, Dept of,U.S. Copyright Office",,570000,0,0,2008-04-18T14:04:02-04:00
599936,05886c58-4a40-4488-9f05-f6954fa6b394,Q1,FMR LLC,48816,FMR LLC,2008,first_quarter,RET,"Regulatory proposals involving expansion and portability of defined contribution benefits and individual retirement accounts; 
Pension Protection Act / Technical Implementation
401(k) Regulation and Disclosure / IRAs, Investment Advice, S. 1141 Automatic IRA Act; H.R. 2167 Automatic IRA Act;
401(k) Fees, H.R. 3185 401(k) Fair Disclosure Act for Retirement Security Act H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007 
S. 2473 Defined Contribution Fee Disclosure Act of 2007","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of,White House Office",,510000,0,0,2008-04-18T14:04:32-04:00
600252,aecf6d71-3849-42d7-834b-85ed3163161f,Q1,"ROCKWELL COLLINS, INC",68296,"ROCKWELL COLLINS, INC",2008,first_quarter,RET,Automatic Enrollment (401K Reforms) HR 3185,"Commerce, Dept of (DOC),Defense, Dept of (DOD),Federal Aviation Administration (FAA),Federal Communications Commission (FCC),Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Natl Aeronautics & Space Administration (NASA),Natl Science Foundation (NSF),Office of Management & Budget (OMB),Office of Science & Technology Policy (OSTP),SENATE,State, Dept of (DOS),Transportation, Dept of (DOT),Treasury, Dept of,U.S. Trade Representative (USTR)",,272138,0,0,2008-04-18T14:30:35-04:00
600446,724c4c7e-f180-4e6a-be96-4e43226e5260,Q1,DUANE MORRIS GOVERNMENT AFFAIRS,49657,NATIONAL ASSOCIATION OF REAL ESTATE INVESTMENT TRUSTS,2008,first_quarter,RET,Issues surrounding the addition of a real estate investment option to the federal thrift savings plan.,"Federal Retirement Thrift Investment Board,HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2008-04-18T14:49:53-04:00
600624,db1645ec-9f03-443f-9ca0-14efbed41447,Q1,CONSTRUCTION INDUSTRY ROUND TABLE,50901,CONSTRUCTION INDUSTRY ROUND TABLE,2008,first_quarter,RET,"Social Security Reform - CIRT supports general reform of the system including ""private accounts.""
H.R. 4 - Pension Protection Act of 2006 - CIRT supports passage.","HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of,White House Office",,23000,0,0,2008-04-18T15:07:00-04:00
600740,db566972-445c-4b1b-85d5-9bd0e71eaaec,Q1,AVENUE SOLUTIONS,72111,CITIGROUP,2008,first_quarter,RET,"Pensions and 401(k) Plans
H.R.3185401(k) Fees Disclosures","HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2008-04-18T15:11:54-04:00
601030,4922aeaf-bdc3-4ecf-902e-4c3428561dfa,Q1,AVENUE SOLUTIONS,72111,AETNA,2008,first_quarter,RET,"HR 3361, Pension Protection Technical Corrections Act of 2008","HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2008-04-18T15:32:27-04:00
601096,5eba3c25-9261-4abe-8c36-0ba47d52eb7c,Q1,DAVIS & HARMAN LLP,11674,AMERICAN BENEFITS COUNCIL,2008,first_quarter,RET,"Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361 and S. 1974, The Pension Protection Technical Corrections Act.  Proposals related to older workers' incentives.  Proposals related to hybrid pension plan guidance, including application of the backloading rules.  Proposals related to reform of the minimum required distribution rules.  Proposals related to mandatory savings accounts. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 3765, The Defined Contribution Fee Transparency Act, H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act, and S. 2473, Defined Contribution Fee Disclosure Act.  S. 1288, Women's Retirement Security Act, H.R. 2831/S. 1843, The Lilly Ledbetter Fair Pay Act.  Proposals related to asset averaging/smoothing rules of the Pension Protection Act of 2006.  H.R. 3868, a bill to delay The Pension Protection Act defined benefit funding rules.  Proposal to expand Code Section 401(h) to apply to all types of defined contribution plans.","HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2008-04-18T15:37:39-04:00
601122,ca878eb2-d830-4085-be84-6e09d22305ae,Q1,DAVIS & HARMAN LLP,11674,GENWORTH FINANCIAL INC,2008,first_quarter,RET,"S. 1010/H.R. 2205, Retirement Security for Life Act.  S. 1288, Women's Retirement Security Act.  Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361 and S. 1974, Pension Protection Technical Corrections Act.  Proposals related to annuitization, including H.R. 4150, Lifetime Pension Annuity for You Act.  Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 3765, The Defined Contribution Fee Transparency Act, H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act, and S. 2473, Defined Contribution Fee Disclosure Act.",,20000,,0,0,2008-04-18T15:40:55-04:00
601222,a5e16a22-0e41-4c8f-83b7-3ac599cdcfe3,Q1,"ROCKWELL COLLINS, INC",68296,ROCKWELL AUTOMATION,2008,first_quarter,RET,401K - Fee Disclosure HR3185,"Commerce, Dept of (DOC),Defense, Dept of (DOD),Export-Import Bank of the United States (EXIM Bank),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Patent & Trademark Office (PTO),SENATE,State, Dept of (DOS),Treasury, Dept of,U.S. Trade Representative (USTR),White House Office",56250,,0,0,2008-04-18T15:46:42-04:00
601271,0bcce1de-f90d-4c2f-b450-b8f65497e728,Q1,DAVIS & HARMAN LLP,11674,MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY,2008,first_quarter,RET,"S. 1288, Women's Retirement Security Act.  H.R. 2167/S.1141, Automatic IRA Act of 2007.  Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act, H.R. 3765, The Defined Contribution Fee Transparency Act, and S. 2473, Defined Contribution Fee Disclosure Act.  Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361/S. 1974, Pension Protection Technical Corrections Act.  H.R. 3868, a bill to delay The Pension Protection Act defined benefit funding rules for one year.",,60000,,0,0,2008-04-18T15:50:11-04:00
601276,3a6041ef-8d41-45b7-ba44-837533c45344,Q1,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,2008,first_quarter,RET,"Retirement security/investment issues:  Supports two pieces of legislation, through the efforts of a trade association, that would promote investment and retirement securities.  These bills are H.R. 2796 and S.2126, the Generating Ownership through Long Term Holding  (GROWTH) Act, which would defer taxation of automatically reinvested capital gains taxes until the time the mutual fund shares are sold and H.R. 2167, the Automatic IRA Act of 2007, which would allow employees not covered by qualified retirement con't.

retirment plans to save for retirment through automatic payroll deposit IRAs and to facilitate similar savings by the self-employed.  

     401 (k) fee disclosure:  Oppose bill recently approved by the House committee on Education and the Workforce, H.R. 3185, the 401 (k) Fair Disclosure for Retirment Security Act, which would require 401 (k) plan administrators to reveal charges associated with four categories of fees:  administrative fees, investment managment fees, transation fees, and other costs.","HOUSE OF REPRESENTATIVES,Risk Management Agency,Securities & Exchange Commission (SEC),SENATE,State, Dept of (DOS),Treasury, Dept of",,330000,0,0,2008-04-18T15:50:12-04:00
601325,6b2a53a1-89a0-4851-822a-be43884ef875,Q1,DAVIS & HARMAN LLP,11674,NATIONWIDE INSURANCE COMPANIES,2008,first_quarter,RET,"Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361 and S. 1974, Pension Protection Technicals Corrections Act.  Proposals related to hybrid pension plan guidance, including application of the backloading rules.  Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 3765, The Defined Contribution Fee Transparence Act, H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act, and S. 2473, Defined Contribution Fee Disclosure Act.  Proposals related to mandatory universal savings accounts.  Proposals related to 457 state and local government retirement plans, including H.R. 2419, Farm Bill Extension Act.  Proposals related to asset averaging/smoothing rules of The Pension Protection Act of 2006.  S. 1288, Women's Retirement Security Act.  Proposals related to older workers' incentives.",,10000,,0,0,2008-04-18T15:53:32-04:00
601373,679a9d7c-cb34-4a23-b840-1c569262e44f,Q1,DAVIS & HARMAN LLP,11674,PRINCIPAL LIFE INSURANCE COMPANY,2008,first_quarter,RET,"Proposals related to hybrid pension plan guidance.  Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act, H.R. 3765, The Defined Contribution Fee Transparency Act and S. 2473, Defined Contribution Fee Disclosure Act.  Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361 and S. 1974, Pension Protection Technical Corrections Act.  Proposals requiring employers to offer mandatory payroll deduction Individual Retirement Accounts.","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2008-04-18T15:58:54-04:00
601386,70a65841-05db-45a1-a2f1-db577fd4a5cd,Q1,NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION,28674,NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION,2008,first_quarter,RET,"Monitored and responded to policies that ensure NTCA is able to continue offering 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 the association focused particular attention on the following: H.R. 3185-To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to establish in the Department of Labor an Advisory Council on Improving Employer-Employee Retirement Practices-all sections.","Agriculture, Dept of (USDA),Executive Office of the President (EOP),Federal Communications Commission (FCC),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Natl Telecommunications & Information Administration (NTIA),SENATE",,60000,0,0,2008-04-18T16:00:24-04:00
601399,3bd8a2a7-49c3-414a-8321-79e5a1dbf037,Q1,DAVIS & HARMAN LLP,11674,TIAA,2008,first_quarter,RET,"S.1288, Women's Retirement Security Act.  Proposals making technical corrections to The Pension Protection Act of 2006, including H.R. 3361 and S. 1974, Pension Protection Technical Corrections Act.  Proposals related to The Pension Protection Act's qualified optional survivor annuity provision.  Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 3765, The Defined Contribution Fee Transparency Act, H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act, and S. 2473, Defined Contribution Fee Disclosure Act.  Proposals related to reform of the minimum required distribution rules.","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2008-04-18T16:02:10-04:00
601982,29b395ec-1f1e-4a50-9692-abc80bfc57f6,Q1,PRINCIPAL FINANCIAL GROUP,32178,PRINCIPAL FINANCIAL GROUP,2008,first_quarter,RET,"H.R.69: To amend title II of the Social Security Act to eliminate the 5-month waiting period for entitlement to disability benefits and to eliminate reconsideration as an intervening step between initial benefit entitlement decisions and subsequent hearings on the record on such decisions. H.R.82: To amend title II of the Social Security Act to repeal the Government pension offset and windfall elimination provisions.

H.R.93: To amend the Congressional Budget Act of 1974 to protect Social Security beneficiaries against any reduction in benefits.

H.R.149: To amend title II of the Social Security Act to remove the limitation upon the amount of outside income which an individual may earn while receiving benefits under such title, and for other purposes.

H.R.191: To amend the Internal Revenue Code of 1986 to repeal the inclusion in gross income of Social Security benefits.

H.R.192: To amend the Internal Revenue Code of 1986 to repeal the 1993 increase in taxes on Social Security benefits.

H.R.279: To amend title II of the Social Security Act to provide for Congressional oversight and approval of totalization agreements.

H.R.288: To amend title II of the Social Security Act to provide for an improved benefit computation formula for workers affected by the changes in benefit computation rules enacted in the Social Security Amendments of 1977 who attain age 65 during the 10-year period after 1981 and before 1992 (and related beneficiaries) and to provide prospectively for increases in their benefits accordingly.

H.R.340: To amend title II of the Social Security Act to allow remarried widows, widowers, and surviving divorced spouses to become or remain entitled to widow's or widower's insurance benefits if the prior marriage was for at least 10 years. 

H.R.341: To amend title II of the Social Security Act to provide for payment of lump-sum death payments upon the death of a spouse.

H.R.368: To amend title II of the Social Security Act to allow workers who attain age 65 after 1981 and before 1992 to choose either lump sum payments over four years totalling $5,000 or an improved benefit computation formula under a new 10-year rule governing the transition to the changes in benefit computation rules enacted in the Social Security Amendments of 1977, and for other purposes.

H.R.581: To amend title II of the Social Security Act to establish a Social Security Surplus Protection Account in the Federal Old-Age and Survivors Insurance Trust Fund to hold the Social Security surplus, to provide for suspension of investment of amounts held in the Account until enactment of legislation providing for investment of the Trust Fund in investment vehicles other than obligations of the United States, and to establish a Social Security Investment Commission to make recommendations for alternative forms of investment of the Social Security surplus in the Trust Fund.

H.R.709: To amend title II of the Social Security Act to restrict totalization agreements between the United States and other countries to providing for appropriate exchange of Social Security taxes or contributions between the parties to such agreements, and to prohibit crediting of individuals under such title with earnings from employment or self-employment in the United States performed while such individuals are not citizens, nationals, or lawful permanent residents of the United States and are not authorized by law to be employed in the United States.

H.R.726: To amend title II of the Social Security Act to restrict the application of the windfall elimination provision to individuals whose combined monthly income from benefits under such title and other monthly periodic payments exceeds a minimum COLA-adjusted amount of $2,500 and to provide for a graduated implementation of such provision on amounts above such minimum amount.

H.R.732: To amend title II of the Social Security Act to reduce from 10 to 5 the number of years of marriage prior to divorce required for a divorced spouse to be eligible for benefits under such title. H.R.1090: To amend the Social Security Act and the Internal Revenue Code of 1986 to preserve and strengthen the Social Security Program through the creation of personal Social Security guarantee accounts ensuring full benefits for all workers and their families, restoring long-term Social Security solvency, to make certain benefit improvements, and for other purposes.

H.R.1158: To amend title II of the Social Security Act to eliminate the two-year waiting period for divorced spouse's benefits following the divorce.

H.R.1160: To amend title II of the Social Security Act to provide for increases in widow's and widower's insurance benefits by reason of delayed retirement.

H.R.1161: To amend title II of the Social Security Act to credit prospectively individuals serving as caregivers of dependent relatives with deemed wages for up to five years of such service.

H.R.1322: To amend title I of the Employee Retirement Income Security Act of 1974 to provide emergency protection for retiree health benefits.

H.R.1349: To amend the Internal Revenue Code of 1986 to repeal the 1993 increase in income taxes on Social Security benefits.

H.R.1380: To amend title II of the Social Security Act to provide that a monthly insurance benefit thereunder shall be paid for the month in which the recipient dies, subject to a reduction of 50 percent if the recipient dies during the first 15 days of such month, and for other purposes. 

H.R.2032: To require the establishment of a Consumer Price Index for Elderly Consumers to compute cost-of-living increases for Social Security and Medicare benefits under titles II and XVIII of the Social Security Act. 

H.R.2103: To amend title IV of the Employee Retirement Income Security Act of 1974 to require the Pension Benefit Guaranty Corporation, in the case of airline pilots who are required by regulation to retire at age 60, to compute the actuarial value of monthly benefits in the form of a life annuity commencing at age 60.

H.R.2167: To amend the Internal Revenue Code of 1986 to allow employees not covered by qualified retirement plans to save for retirement through automatic payroll deposit IRAs, to facilitate similar saving by the self-employed, and for other purposes.

H.R.2355: To amend the Internal Revenue Code of 1986 to extend the authority for penalty-free withdrawals from retirement plans by military reservists or national guardsmen called to active duty for extended periods. 

H.R. 2461: to amend the Internal Revenue Code of 1986 to permit distributions from individual retirement plans to be contributed to 529 plans without including the distribution in gross income. 

H.R.2591:To amend part B of title XVIII of the Social Security Act to limit the penalty for late enrollment under part B of the Medicare Program to 10 percent and twice the period of no enrollment, and to exclude periods of COBRA and retiree coverage from such late enrollment penalty.

H.R. 2657: To amend the Employee Retirement Income Security Act of 1974 to ensure that employees are not improperly disqualified from benefits under pension plans and welfare plans based on the misclassification or reclassification of their status.

H.R.2683: To amend title I of the Employee Retirement Income Security Act of 1974 to require in the annual report of each defined benefit pension plan disclosure of plan investments in hedge funds.
       H.R.2831: To amend title VII of the Civil Rights Act of 1964, the Age Discrimination in Employment Act of 1967, the Americans With Disabilities Act of 1990, and the Rehabilitation Act of 1973 to clarify that a discriminatory compensation decision or other practice that is unlawful under such Acts occurs each time compensation is paid pursuant to the discriminatory compensation decision or other practice, and for other purposes. H.R. 3088: to amend the Internal Revenue Code of 1986 to provide that distributions from an individual retirement plan, a section 401(k) plan, a section 403(b) contract, or a section 457 plan shall not be includible in gross income to the extent used to pay long-term care insurance premiums. 

HR. 3185: To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to establish in the Department of Labor an Advisory Council on Improving Employer-Employee Retirement Practices.

H.R. 3361: A bill to make technical corrections related to the Pension Protection Act of 2006.

H.R. 3765: To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans.

H.R. 3868: to provide an orderly transition to new requirements, and for other purposes. 

H.R. 4061: To allow employees of a commercial passenger airline carrier who receive payments in a bankruptcy proceeding to roll over such payments into an individual retirement plan, and for other purposes.

H.R. 4150: To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments.

H.R. 4807: To amend the Social Security Act to protect Social Security cost-of-living adjustments (COLA)

H.R.5160: To amend the Internal Revenue Code of 1986 to encourage retirement savings by modifying requirements with respect to employer-established IRAs, and for other purposes.

S.43: A bill to amend title II of the Social Security Act to preserve and protect Social Security benefits of American workers and to help ensure greater congressional oversight of the Social Security system by requiring that both Houses of Congress approve a totalization agreement before the agreement, giving foreign workers Social Security benefits, can go into effect.

S.137: A bill to amend title XVIII of the Social Security Act to provide additional beneficiary protections. 

S.190: A bill to provide a technical correction to the Pension Protection Act of 2006.

S.191: A bill to provide relief for all air carriers with pension plans that are not frozen pension plans.

S.355: A bill to establish a National Commission on Entitlement Solvency.

S.1010: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. 

S.1141: A bill to amend the Internal Revenue Code of 1986 to allow employees not covered by qualified retirement plans to save for retirement through automatic payroll deposit IRAs, to facilitate similar saving by the self-employed, and for other purposes.

S.1254: A bill to amend title II of the Social Security Act to provide that the reductions in social security benefits which are required in the case of spouses and surviving spouses who are also receiving certain government pensions shall be equal to the amount by which two-thirds of the total amount of the combined monthly benefit (before reduction) and monthly pension exceeds $1,200, adjusted for inflation. S.1270: A bill to amend title IV of the Employee Retirement Income Security Act of 1974 to require the Pension Benefit Guaranty Corporation, in the case of airline pilots who are required by regulation to retire at age 60, to compute the actuarial value of monthly benefits in the form of a life annuity commencing at age 60. 

S.1288: A bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to increase the retirement security of women and small business owners, and for other purposes. 

S.1533: A bill to amend the Internal Revenue Code of 1986 to allow certain coins to be acquired by individual retirement accounts and other individually directed pension plan accounts, and for other purposes. 

S.1636: A bill to amend the Internal Revenue Code of 1986 to permanently allow penalty-free withdrawals from retirement plans for individuals called to active duty for at least 179 days. 

S. 1725: to amend the Employee Retirement Income Security Act of 1974, the Internal Revenue Code of 1986, and title 5, U.S. Code, to improve the protection of pension benefits, and for other purposes.

S. 1809: to amend the Internal Revenue Code of 1986 to provide that distributions from an individual retirement plan, a section 401(k) plan, a section 403(b) contract, or a section 457 plan shall not be includible in gross income to the extent used to pay long-term care insurance premiums.

S.1947: A bill to amend title XI of the Social Security Act to improve the quality improvement organization (QIO) program. 

S. 1974: A bill to make technical corrections related to the Pension Protection Act of 2006. 

S. 2184: To amend the Internal Revenue Code of 1986 to permanently allow penalty-free withdrawals from retirement plans for individuals called to active duty for at least 179 days. 

S. 2201: to provide for the penalty-free use of retirement funds for mortgage delinquency relief.

S. 2473: to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and for other purposes.

S.2501:  A bill to amend the Social Security Act to protect Social Security cost-of-living adjustments (COLA).

S. 2505: to allow employees of a commercial passenger airline carrier who receive payments in a bankruptcy proceeding to roll over such payments into an individual retirement plan, and for other purposes.

S.2570: To amend title II of the Social Security Act to authorize waivers by the Commissioner of Social Security of the 5-month waiting period for entitlement to benefits based on disability in cases in which the Commissioner determines that such waiting period would cause undue hardship to terminally ill beneficiaries.

S. 2765: to strengthen and permanently preserve Social Security.","Centers For Medicare and Medicaid Services (CMS),Commerce, Dept of (DOC),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,State, Dept of (DOS),Treasury, Dept of,U.S. Trade & Development Agency (USTDA),U.S. Trade Representative (USTR)",,870000,0,0,2008-04-18T16:56:12-04:00
602173,2bd06029-d1fd-4416-9e85-20032b63f74b,Q1,UBS AMERICAS INC.,78436,UBS AMERICAS INC,2008,first_quarter,RET,"HR 3185, ""401(k) Fair Disclosure for Retirement Security Act.""","Education, Dept of,Executive Office of the President (EOP),Federal Reserve System,Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,170000,0,0,2008-04-18T17:14:59-04:00
602465,09eaf6e5-7290-4637-bc03-c43c3e091051,Q1,"UNITED STEEL, PAPER & FORESTRY, RUBBER, MANUFACTURING, ENERGY",39256,UNITED STEEL PAPER & FORESTRY RUBBER MANUFACTURING ENERGY,2008,first_quarter,RET,"HR 4181, Social Security privatization; S.206, Social Security Fairness Act of 2007, government pension offset/windfall elimination; HR 3185, 401(K) Fair Disclosure Act",,,160000,0,0,2008-04-18T17:51:09-04:00
602529,464da1f8-f54f-46db-a318-c6a0eacfa40c,Q1,DEERE & COMPANY,11878,DEERE & COMPANY,2008,first_quarter,RET,"H.R. 3185: 401K Fair Disclosure for Retirement Security Act
S. 400: Michelle's Law
H.R. 3361: Pension Protection Technical Corrections Act","Agriculture, Dept of (USDA),Commerce, Dept of (DOC),Defense, Dept of (DOD),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,SENATE,State, Dept of (DOS),U.S. Trade Representative (USTR)",,460000,0,0,2008-04-18T17:58:49-04:00
602563,dce6bbe5-50ba-49be-b228-a1ce61c97992,Q1,DEERE & COMPANY,11878,DEERE & COMPANY,2008,first_quarter,RET,"H.R. 3185: 401K Fair Disclosure for Retirement Security Act
S. 400: Michelle's Law
H.R. 3361: Pension Protection Technical Corrections Act","Agriculture, Dept of (USDA),Commerce, Dept of (DOC),Defense, Dept of (DOD),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,SENATE,State, Dept of (DOS),U.S. Trade Representative (USTR)",,460000,0,0,2008-04-18T18:00:10-04:00
602586,25835731-862b-48c4-bd97-40fd68f939e8,Q1,DEERE & COMPANY,11878,DEERE & COMPANY,2008,first_quarter,RET,"H.R. 3185: 401K Fair Disclosure for Retirement Security Act
S. 400: Michelle's Law
H.R. 3361: Pension Protection Technical Corrections Act","Agriculture, Dept of (USDA),Commerce, Dept of (DOC),Defense, Dept of (DOD),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,SENATE,State, Dept of (DOS),U.S. Trade Representative (USTR)",,460000,0,0,2008-04-18T18:00:11-04:00