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
1070944,7daee1dd-d364-43f0-a2e5-078cea7b8609,Q1,PLAN SPONSOR COUNCIL OF AMERICA FKA PROFIT SHARING/401K COUNCIL OF AMERICA,32293,PLAN SPONSOR COUNCIL OF AMERICA FKA PROFIT SHARING/401K COUNCIL OF AMERICA,2011,first_quarter,RET,LEGISLATION AFFECTING PROFIT SHARING AND 401(k) PLANS.,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,80000,0,0,2011-04-01T14:43:44.457000-04:00
1071176,c8a6f78d-ac4d-4aff-a849-51dfbe3d24e0,Q1,MR. MORRIS FEIBUSCH,400578741,"BITUMINOUS COAL OPERATORS' ASSOCIATION, INC.",2011,first_quarter,RET,"Seek legislative relief from impact of Pension Protection Act, including PBGC funding","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2011-04-04T14:58:41.503000-04:00
1071546,c9468120-a3db-40e7-8243-9144a976cab1,Q1,HOLLAND & KNIGHT LLP,18466,"BENETRENDS, INC.",2011,first_quarter,RET,Pension reform legislation.  ERISA issues and IRS guidance on retirement plan rollovers.,"HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),SENATE,Treasury, Dept of",20000,,0,0,2011-04-06T12:20:05.830000-04:00
1072133,a91deb3d-11c2-4ddc-ac19-0e98e4b94b8a,Q1,CHAMBER HILL STRATEGIES,400645947,YRC WORLDWIDE INC.,2011,first_quarter,RET,"Pension reform legislation related to provisions of P.L. 109-280, the Pension Protection Act of 2006","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2011-04-08T11:42:52.647000-04:00
1072839,9fe2b996-0fec-4949-a419-4daf8c759e4b,Q1,CAPITAL CONCEPTS,8065,SAVINGS COALITION OF AMERICA,2011,first_quarter,RET,Support enhancing proposals in President's Budget Request on required minimum distributions and permitting 60-day rollover of inherited assets from defined contributions or IRAs for surviving non-spouse beneficiaries,"HOUSE OF REPRESENTATIVES,SENATE",6000,,0,0,2011-04-11T13:51:13.517000-04:00
1072866,0f62d726-d122-49b8-a85e-8cd0b61c546c,Q1,"PRINTING INDUSTRIES OF AMERICA, INC.",32203,PRINTING INDUSTRIES OF AMERICA INC,2011,first_quarter,RET,"Pension reform
Social Security reform","Consumer Product Safety Commission (CPSC),Environmental Protection Agency (EPA),Government Printing Office (GPO),Health Resources & Services Administration (HRSA),HOUSE OF REPRESENTATIVES,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)",,117665,0,0,2011-04-11T14:10:28.350000-04:00
1072910,01d5e581-02c7-4a21-a358-a6780cea0339,Q1,THE SAVINGS COALITION OF AMERICA,34433,SAVINGS COALITION OF AMERICA,2011,first_quarter,RET,Support enhancing proposals in the President's Budget Request on required minimum distributions and permitting 60-day rollover of inherited assets from defined contribution plans or IRAs for surviving non-spouse beneficiaries,"HOUSE OF REPRESENTATIVES,SENATE",,6000,0,0,2011-04-11T14:55:56.093000-04:00
1073128,f83c027c-e004-46f9-b98d-1b7c13383258,Q1,AETNA INC.,352,AETNA INC,2011,first_quarter,RET,Retiree health insurance (no bills yet),"Centers For Medicare and Medicaid Services (CMS),Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE",,1083703,0,0,2011-04-12T08:14:23.543000-04:00
1073212,afe39c6e-9729-4b39-bb14-7e4edce13b09,Q1,"APTIV, PLC",49054,APTIV PLC,2011,first_quarter,RET,"Pension issues relating to bankruptcy
Transfer of company retirement assets to PBGC
PBGC management of Delphi pension","Defense, Dept of (DOD),Energy, Dept of,Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,SENATE",,72494,0,0,2011-04-12T10:20:11.937000-04:00
1073464,bff2933e-ac84-4e68-b8f1-d978937f62f6,Q1,"CORNERSTONE GOVERNMENT AFFAIRS, INC.",75557,CUSTODIA FINANCIAL,2011,first_quarter,RET,monitor the issues related to retirement  plans.,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2011-04-12T11:46:00.853000-04:00
1073468,0d74799e-702c-4c95-9f5a-d59021276d66,1T,"PHOENIX STRATEGIES, INC.",400384784,MANUFACTURING WOODWORKERS ASSOCIATION OF GREATER NEW YORK,2011,first_quarter,RET,Withdrawal Liability,,,,0,1,2011-04-12T11:48:35.663000-04:00
1074214,f88c4d40-112b-4747-9cb3-441c812c2f5e,Q1,UPS (UNITED PARCEL SERVICE),39223,UPS (UNITED PARCEL SERVICE),2011,first_quarter,RET,Multi-employer and Single Employer Pension Reform,"Commerce, Dept of (DOC),Defense, Dept of (DOD),Executive Office of the President (EOP),Federal Aviation Administration (FAA),Food & Drug Administration (FDA),Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),SENATE,Small Business Administration (SBA),State, Dept of (DOS),Transportation, Dept of (DOT),Transportation Security Administration (TSA),Treasury, Dept of,U.S. Customs & Border Protection,U.S. Trade Representative (USTR)",,1572401,0,0,2011-04-13T10:28:07.153000-04:00
1074220,1b6e4190-945d-4ed1-ada8-6db7ade59efa,Q1,"WHITMER & WORRALL, LLC",292892,COALITION FOR INDEPENDENT SENIORS (CIS),2011,first_quarter,RET,"Advocacy for public policies related to reverse mortgages that allow seniors to maintain
control of their assets and economic independence.
Issues related to funding for the Home Equity Conversion Mortgage Program (HECM) at the Department of Housing and Urban Development (HUD).","HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2011-04-13T10:29:08.573000-04:00
1074599,f89c3dbf-744b-4ec0-aba5-a30417fbedc5,Q1,AMERICAN FOREIGN SERVICE ASSOCIATION,2365,AMERICAN FOREIGN SERVICE ASSOCIATION,2011,first_quarter,RET,"Issues relating to the pensions and retirement benefits of federal employees, specifically the Foreign Service, including the wage and hourly limitations on rehired annuitants at the State Department.","Agriculture, Dept of (USDA),Commerce, Dept of (DOC),HOUSE OF REPRESENTATIVES,SENATE,State, Dept of (DOS),U.S. Agency for International Development (USAID)",,40000,0,0,2011-04-13T14:09:50.157000-04:00
1075548,cd23f6e0-29ab-4e32-8595-03d65bcb260b,Q1,"CASSIDY & ASSOCIATES, INC.",8453,NCR VOYIX CORPORATION,2011,first_quarter,RET,Pension Benefit Guarentee Corp. provisions in President's budget proposal for FY2012,"HOUSE OF REPRESENTATIVES,SENATE,Veterans Affairs, Dept of (VA)",50000,,0,0,2011-04-14T11:27:43.577000-04:00
1075870,e7773ddf-7bac-4d59-adba-91263dd8d67d,Q1,"ML STRATEGIES, LLC",25603,"NATIXIS GLOBAL ASSET MANAGEMENT,  L.P.",2011,first_quarter,RET,H. R. 677 and S. 767; the Life Time Income Disclosure Act.,"Federal Reserve System,HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2011-04-14T13:49:25.377000-04:00
1075992,68e691aa-fbde-4d40-8631-afd963361ed8,Q1,NATIONAL LEAGUE OF POSTMASTERS,69297,NATIONAL LEAGUE OF POSTMASTERS,2011,first_quarter,RET,Federal Retirement and other general benefit issues.,"HOUSE OF REPRESENTATIVES,Postal Regulatory Commission,SENATE,U.S. Postal Service (USPS)",,20000,0,0,2011-04-14T14:31:27.877000-04:00
1076658,2cc884ff-825b-4d4a-bae4-195b37ba3053,Q1,THE NATIONAL GRANGE OF THE ORDER OF PATRONS OF HUSBANDRY,27913,NATIONAL GRANGE OF THE ORDER OF PATRONS OF HUSBANDRY,2011,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),Homeland Security, Dept of (DHS),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),Postal Regulatory Commission,SENATE,Transportation, Dept of (DOT),U.S. Postal Service (USPS),U.S. Trade Representative (USTR)",,10000,0,0,2011-04-15T09:17:52.660000-04:00
1076857,f953a37d-68e8-4933-8c86-0589d35ad617,Q1,DAVID FUNDERBURK,43491,TREA SENIORCITIZENS LEAGUE,2011,first_quarter,RET,"In support of Social Security Notch Reform:  H.R. 1001, H.R. 239, and S.118; In support of Social Security COLA Consumer Price Index-Elderly and Social Security COLA Fairness:  H.R. 456, H.R. 798, and H.R. 776; In support of Social Security Protection:  H.R. 1052, H.R. 219, and S. 123; In opposition to U.S.-Mexico Totalization & Social Security for Unauthorized Work: H.R. 787, H.R. 148, S.95 and S. 181; In support of Congressional Pay Cut: H.R. 204","HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2011-04-15T11:14:49.160000-04:00
1077122,a411ca23-562e-4b95-9322-5a7b759de6cf,Q1,"SUSAN J. WHITE & ASSOCIATES, INC.",41181,NATIONAL ASSOCIATION OF GOVERNMENT DEFINED CONTRIBUTION ADMINISTRATORS,2011,first_quarter,RET,"1. Retirement legislation, President's Proposals
2. Retirement advice, diversification in holdings
3. Fee legislation
4. Pension Protection Act of 2006
5. National Save for Retirement Week","HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),SENATE,Treasury, Dept of",20000,,0,0,2011-04-15T13:02:50.847000-04:00
1077420,7105b1a3-761e-4e04-ac2b-684601fedec3,Q1,AARP,1694,AARP,2011,first_quarter,RET,"Discussed demographics and priorities for AARP members and the 50+ population in general. (no bill)
Discussed concerns about cutting Social Security benefits as a way of addressing the nation's current budget deficits. (no bill) H.J. Res. 44, H.J. Res. 48, Continuing Appropriations Amendments, FY 2011 - Lobbied for increased funding of SSA Administrative expenses to reduce disability claim backlog and improve customer service.
Discussed automatic indivudual retirement accounts, funded via payroll deduction, to individuals who work for an employer of a particular size and tenure who does not currently offer a retirement vehicle to their employees. (no bill)
Discussion on Automatic IRA proposal to provide automatic individual retirement accounts, funded via payroll deduction, to individuals who work for an employer of a particular size and tenure that do not currently offer a retirement savings vehicle to their employees. (no bill)
Discussed Social Security COLA relief. (no bill)
H. R. 677/S. 267, Lifetime Income Disclosure Act - Submitted letter of support to the original co-sponsors of the House and Senate versions of the Lifetime Income Disclosure Act.  This legislation would provide individulas with a better understanding of the lifemtime value of their 401 (k) plan assets by including in a yearly benefit statement a conversion of their total accrued benefits into a monthly dollar amount as if they had opted to receive a lifetime annuity.","Administration on Aging,Agriculture, Dept of (USDA),Bureau of the Census,Centers For Medicare and Medicaid Services (CMS),Energy, Dept of,Equal Employment Opportunity Commission (EEOC),Federal Communications Commission (FCC),Federal Energy Regulatory Commission (FERC),Federal Reserve System,Federal Transit Administration (FTA),Food & Drug Administration (FDA),Government Accountability Office (GAO),Health & Human Services, Dept of (HHS),Health Resources & Services Administration (HRSA),HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),Internal Revenue Service (IRS),Justice, Dept of (DOJ),Labor, Dept of (DOL),Medicare Payment Advisory Commission (MedPAC),Natl Highway Traffic Safety Administration (NHTSA),Office of Management & Budget (OMB),Office of Personnel Management (OPM),Securities & Exchange Commission (SEC),SENATE,Social Security Administration (SSA),Transportation, Dept of (DOT),Treasury, Dept of,White House Office",,5000000,0,0,2011-04-15T14:49:02.477000-04:00
1077644,14d10089-103a-4b98-8e01-002d92dd41d3,Q1,WAKEFERN FOOD CORP.,400588798,WAKEFERN FOOD CORP.,2011,first_quarter,RET,Pension,"HOUSE OF REPRESENTATIVES,SENATE",,7000,0,0,2011-04-15T15:21:52.743000-04:00
1077684,744fcfec-4f7b-47c2-9e35-cd9a62f59813,Q1,THE ARC OF THE UNITED STATES,4174,ARC OF THE UNITED STATES,2011,first_quarter,RET,"Improvements to Title II and Title XVI for people with disabilities. Protection of disabled adult child benefits.

Issues regarding the future of disability policy.

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

Social Security Disabililty program issues, provisions dealing with persons with disabilities.

Work incentives and other improvements for people with disabilities in Titles II and XVI of the Social Security Act.

Representative payee issues.

SSA's Work Incentives Simplification proposal.

Issues considered by the National Commission on Fiscal Responsibility and Reform.","Centers For Medicare and Medicaid Services (CMS),Education, Dept of,Government Accountability Office (GAO),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE,Social Security Administration (SSA),White House Office",,30000,0,0,2011-04-15T15:30:17.317000-04:00
1077698,50887002-4cce-45dd-a9e6-7db81ddc25b4,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,2011,first_quarter,RET,"401 (k) fee disclosure:  Trade Department of Labor rulemaking regarding 401 (k) fee disclosure.

Lifetime Income Disclosure Act:  Follow introduction of legislation that would require 401 (k) plans to give plan participants an annual statement projecting the monthly income that could be generate if the account balance were amortized as retirement.","Commodity Futures Trading Commission (CFTC),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Risk Management Agency,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,580000,0,0,2011-04-15T15:30:20.333000-04:00
1077850,b29fbb4e-1d67-451a-af9d-5008f56c8859,Q1,TRUCKER HUSS APC,400537609,WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND,2011,first_quarter,RET,Pension Legislation,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",,,0,0,2011-04-15T15:56:36.070000-04:00
1077969,64e45558-7369-431a-b49a-f62d4c0d5041,Q1,AMERICAN COUNCIL OF LIFE INSURERS,2115,AMERICAN COUNCIL OF LIFE INSURERS,2011,first_quarter,RET,"H.R. 1173 - Fiscal Responsibility and Retirement Security Act of 2011. Issue: Repeal of the CLASS Act.

S. 159/H.R. 63 - The Confidence in Long-Term Care Insurance Act of 2011. Issue: Enhanced consumer protections for long-term care insurance policies. H.R. 493  Genetic Information Non-Discrimination Act of 2008. Issue: Underwriting restrictions on long-term care insurance.

H.R. 677/S. 267  The Lifetime Income Disclosure Acts. Issue: Annuity Illustration.","HOUSE OF REPRESENTATIVES,SENATE",,1394000,0,0,2011-04-15T16:36:39.213000-04:00
1078409,94633596-3e92-4790-92d7-886ac6f37778,Q1,EDWIN PIERSON,40048376,CIVIC COUNCIL,2011,first_quarter,RET,"Death tax, COLA, immigration, totalization, U.N. Tax, national security",HOUSE OF REPRESENTATIVES,,,0,0,2011-04-16T10:41:28.960000-04:00
1078414,1c8bdbe6-6c5a-4e40-9449-a76388a60805,Q1,EDWIN PIERSON,40048376,CIVIC COUNCIL,2011,first_quarter,RET,"Death tax, COLA, immigration, totalization, U.N. Tax, national security",HOUSE OF REPRESENTATIVES,,,0,0,2011-04-16T10:45:30.883000-04:00
1078429,1b334d12-2ac3-4010-982c-5c4f11414ae6,Q1,NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE,27467,NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE,2011,first_quarter,RET,"Social Security Protection.  S.AMDT. 207 (to S. 493):  prohibiting reductions to Social Security benefits for deficit reduction purposes. Social Security Protection.  H.R. 1118, H.R. 796, S. 582:  provisions removing Social Security Trust Fund receipts and disbursements from the federal budget baseline; limiting Trust Fund proceeds to OASDI purposes; prohibiting increases to the retirement age or the early retirement age, reductions in cost-of-living increases, reductions of benefit payment amounts, or creation of private retirement accounts carved out of Social Security; establishing a point of order against legislation that would reduce benefits or privatize Social Security.

Social Security Lock Box.  S. 123:  provisions amending the Congressional Budget Act of 1974 relating to Social Security Trust Fund totals and requiring presidential budget submissions to Congress to include a detailed proposal for Social Security reform legislation.

Consumer Price Index for Elderly Consumers.  H.R. 798, H.R. 1086, H.R. 776, H.R. 539, H.R. 456:  provisions establishing a consumer price index for elderly consumers (CPI-E) for the purpose of computing Social Security and Medicare benefit cost-of-living increases, and authorizing a cost-of living adjustment for Social Security recipients in 2011.

Social Security Cost-of-Living Adjustment.  H.R. 776, H.R. 539:  providing for a Social Security COLA in non-COLA years.

Social Security Privatization.  H.R. 107, H.R. 4529:  provisions converting Social Security to a system of private investment accounts.

Social Security Benefits.  S. 426:  provision requiring progressive indexing and longevity indexing of Social Security old-age insurance benefits.

Social Security Government Pension Offset (GPO) and Windfall Elimination Provision (WEP).  H.R. 1332, S. 113:  provisions repealing the GPO and/or WEP.

Public Pension Modifications (no bill):   proposals safeguarding spousal benefits with respect to Civil Service Retirement System (CSRS) pensions, the Thrift Savings Plan (TSP) and the Federal Employees Retirement System (FERS).

Womens Pension Improvements and Protections (no bill):  proposals to improve working womens pension plan participation and pension account accumulation, and safeguard spousal pension rights at divorce.","Administration on Aging,Centers For Medicare and Medicaid Services (CMS),Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,SENATE",,470000,0,0,2011-04-16T12:25:44.030000-04:00
1078821,31c22779-96c7-47e3-8334-3374d96887d7,Q1,SQUIRE PATTON BOGGS,30906,YRC WORLDWIDE INC.,2011,first_quarter,RET,Pension reform legislation.,"HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE",150000,,0,0,2011-04-18T08:29:12.287000-04:00
1079081,23a8bf58-2f7b-4c96-ba87-42e125fe31b7,Q1,NATIONAL RETIREE LEGISLATIVE NETWORK,400559672,NATIONAL RETIREE LEGISLATIVE NETWORK,2011,first_quarter,RET,Pensions/protecting pension assets,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",,15000,0,0,2011-04-18T10:05:34.223000-04:00
1079135,3db2cdbb-6ab4-49b1-ab2f-ce3c225b6956,1A,SQUIRE PATTON BOGGS,30906,YRC WORLDWIDE INC.,2011,first_quarter,RET,Pension reform legislation.,"HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE",150000,,0,0,2011-04-18T10:12:03.737000-04:00
1079244,01a102a4-20a9-47a3-9038-8da539321409,Q1,THE TIMKEN COMPANY,38153,TIMKEN COMPANY,2011,first_quarter,RET,"Defined Benefit Plans
Defined Contribution Plans - 401(k)
Pension Protection Act
Preserve Benefits and Jobs Act","HOUSE OF REPRESENTATIVES,SENATE",,105130,0,0,2011-04-18T10:26:02.137000-04:00
1079827,8ce70331-e69b-4b97-8a5c-d6c9debe2596,Q1,AIR LINE PILOTS ASSOCIATION,580,AIR LINE PILOTS ASSOCIATION,2011,first_quarter,RET,Pilot Pension Issues; To Provide for Rollover Treatment to Traditional IRAs of Amounts Received in Airline Carrier Bankruptcy.,"HOUSE OF REPRESENTATIVES,SENATE,State, Dept of (DOS),Transportation, Dept of (DOT)",,290000,0,0,2011-04-18T12:05:16.660000-04:00
1079859,8fce3a84-5042-4a2c-9986-f1b06fdb96eb,Q1,DAVIS & HARMAN LLP,11674,TRANSAMERICA LIFE INSURANCE COMPANY,2011,first_quarter,RET,"Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business.  Proposals to reform the multiple employer plan rules.  Guidance related to nondiscrimination rules for defined contribution plan annuity investment products. Issues related to tax incentives for retirement savings.","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2011-04-18T12:08:33.520000-04:00
1080028,8b75abb7-bda8-4638-89f5-797084082d83,Q1,"ALFRED W. CORS, JR",285277,RETIRESAFE,2011,first_quarter,RET,"Support H.R. 1086, the CPI for Seniors Act
Support the Social Security and Medicare Protection Act (now H.R. 1630)","Centers For Medicare and Medicaid Services (CMS),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE",12925,,0,0,2011-04-18T12:33:15.690000-04:00
1080144,92adaa60-a8a3-4c28-8637-48378abae3a7,Q1,MARTA AGUIRRE BASCOM,307411,THE NATIONAL RETIREE LEGISLATIVE NETWORK,2011,first_quarter,RET,Pension asset protection,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",10000,,0,0,2011-04-18T12:56:34.707000-04:00
1080491,1e9cde7c-294a-416b-a6ce-bc0eeb1aa47c,Q1,FLEET RESERVE ASSOCIATION,14781,FLEET RESERVE ASSOCIATION,2011,first_quarter,RET,"Retired Pay Restoration, S. 344; Retired pay, HR 303; Disabled Veterans Tax Termination, HR 333; Early Retirment for Reservists, HR 181; SBP/DIC offset repeal, HR 178; Final Months Pay, HR 493; Chapter 61 concurrent receipt, HR 186.","Defense, Dept of (DOD),HOUSE OF REPRESENTATIVES,SENATE,Veterans Affairs, Dept of (VA)",,140000,0,0,2011-04-18T13:55:04.770000-04:00
1081125,c3e371c7-26b6-47ad-90de-ae5afb8607e9,Q1,"BITUMINOUS COAL OPERATORS' ASSOCIATION, INC.",310494,"BITUMINOUS COAL OPERATORS' ASSOCIATION, INC.",2011,first_quarter,RET,Monitor proposed amendments to the Pension Protection Act of 2006 and precedent proposals to provide PBGC with a risk related premium.,"HOUSE OF REPRESENTATIVES,Mine Safety & Health Administration (MSHA),SENATE",,92722,0,0,2011-04-18T15:06:16.547000-04:00
1081193,fbe7d985-a0ed-4e57-bc80-c0004030feba,Q1,MUTUAL OF OMAHA,26284,MUTUAL OF OMAHA,2011,first_quarter,RET,"S 267, HR 677 - Lifetime Income Disclosure Act - Annual disclosure on defined contribution benefit statements of the annuity equivalent of a participant's account balance.","HOUSE OF REPRESENTATIVES,SENATE",,224000,0,0,2011-04-18T15:11:51.747000-04:00
1081476,395426fd-51fe-4bcc-a392-47346845b728,Q1,INSURED RETIREMENT INSTITUTE,285494,INSURED RETIREMENT INSTITUTE,2011,first_quarter,RET,"Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on tax reform. S. 2832/HR 677, Lifetime Income Disclosure Act, legislation that proposes to amend the Employee Retirement Income Security Act of 1974 to require disclosure of lifetime income equivalents. 

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

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

Department of Labor proposed rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act.","Federal Reserve System,HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,98460,0,0,2011-04-18T15:49:27.793000-04:00
1081709,dbd69094-5626-4237-bdb3-42f4bd45603a,Q1,ALLIED PILOTS ASSOCIATION,40046359,ALLIED PILOTS ASSOCIATION,2011,first_quarter,RET,GENERAL PENSION PLAN ISSUES,"Federal Aviation Administration (FAA),HOUSE OF REPRESENTATIVES,SENATE,State, Dept of (DOS),Transportation, Dept of (DOT)",,70000,0,0,2011-04-18T16:25:29.323000-04:00
1081779,bd9f75e2-87c3-44d2-811d-ec7c0d89678c,Q1,"GIBSON, DUNN & CRUTCHER LLP",16178,"ABF FREIGHT SYSTEMS, INC.",2011,first_quarter,RET,ERISA and Tax Code issues (particularly the Pension Protection Act amendment issues) facing multiemployer pension plans and  their contributing employees (particularly those in the trucking industry).,"HOUSE OF REPRESENTATIVES,SENATE",70000,,0,0,2011-04-18T16:37:05.103000-04:00
1081813,9031fe03-a5c2-4fa4-990d-6c45f2dcd40e,Q1,COVINGTON & BURLING LLP,11195,WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST,2011,first_quarter,RET,Multiemployer pension funding legislation.,"HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",100000,,0,0,2011-04-18T16:42:25.837000-04:00
1082157,27986040-73b3-49ec-94ee-37117beed4ac,Q1,RICH FEUER ANDERSON,84775,LPL FINANCIAL CORPORATION,2011,first_quarter,RET,"Definition of ""fiduciary"" under ERISA and application to providers of brokerage services.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",60000,,0,0,2011-04-18T17:28:26.510000-04:00
1082664,1832777a-e37c-4b08-a768-429e0be4f282,Q1,"LAWRENCE J. ROMANS & ASSOCIATES, LLC",61072,CHARLES SCHWAB & CO INC,2011,first_quarter,RET,Department of Labor proposed rule on the Definition of Fiduciary under Section 3(21) of the Employee Retirement Income Security Act.,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2011-04-18T22:22:28.537000-04:00
1083220,d1fda835-bf71-40ce-95af-f62ef94e56b2,Q1,"THE FLOURNOY GROUP, LLC",400493430,BRACY TUCKER BROWN & VALANZANO ON BEHALF OF DIMENSIONAL FUND ADVISORS,2011,first_quarter,RET,Pension Policy,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",20000,,0,0,2011-04-19T08:56:49.083000-04:00
1083232,d922b7a5-2bb5-49ea-9974-660ae42f3ecc,Q1,INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS,19753,INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS,2011,first_quarter,RET,"Efforts to undermine public pensions, including HR 567, S.347, HRes. 23
Mandatory Social Security coverage.
Improvements to the pension calculation for federal fire fighters.","Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,SENATE",,103000,0,0,2011-04-19T08:58:53.383000-04:00
1083875,ca34489b-2087-4abd-8c34-235d639d5948,Q1,INTERNATIONAL LONGSHORE & WAREHOUSE UNION,19981,INTERNATIONAL LONGSHORE & WAREHOUSE UNION,2011,first_quarter,RET,"Social Security- strengthen the program, no cuts in benefits","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Maritime Administration (MARAD),SENATE,State, Dept of (DOS),Transportation, Dept of (DOT),Transportation Security Administration (TSA),U.S. Coast Guard (USCG)",,65000,0,0,2011-04-19T10:38:31.737000-04:00
1083997,cccc7f24-b83d-4a33-af3d-eea37040d7ce,Q1,"K&L GATES, LLP",32098,LPL FINANCIAL SERVICES,2011,first_quarter,RET,Regulatory issues regarding fiduciary duties with respect to investment and retirement security.,"HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE",40000,,0,0,2011-04-19T10:52:21.783000-04:00
1084317,77d52c9a-8f80-469b-80ff-b59b9ad8df22,Q1,SQUIRE PATTON BOGGS,30906,PEACE OFFICERS RESEARCH ASSOCIATION OF CALIFORNIA,2011,first_quarter,RET,pension legislation (H.R. 567/S. 347),"Executive Office of the President (EOP),Federal Communications Commission (FCC),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE",20000,,0,0,2011-04-19T11:19:41-04:00
1084376,ff2e4cf7-ea00-40da-ada8-a8f0fba2836b,Q1,JULIA J. NORRELL,29436,CHUBB CORPORATION,2011,first_quarter,RET,H.R. 1776 - Pension Preservation and Saving Expenses Act of 2003,"HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2011-04-19T11:21:02.097000-04:00
1084407,c2c9a96c-78e9-4e0d-b017-dd5e5b988bb1,Q1,AMERICAN INVESTMENT COUNCIL F/K/A PEGCC,316536,AMERICAN INVESTMENT COUNCIL F/K/A PEGCC,2011,first_quarter,RET,None.,"Federal Reserve System,HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of,White House Office",,460000,0,0,2011-04-19T11:22:15.703000-04:00
1084559,a7710128-d9db-4fb4-aa2e-6370e3cad1e3,Q1,NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION,28674,NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION,2011,first_quarter,RET,"The association monitors and reacts to policy concepts that may impact its ability 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 no introduced bills in this category were focused upon.","Agriculture, Dept of (USDA),Federal Communications Commission (FCC),HOUSE OF REPRESENTATIVES,SENATE,Small Business Administration (SBA)",,290000,0,0,2011-04-19T11:31:21.127000-04:00
1085110,ad845130-52b9-4a16-b94e-19411b0e4add,Q1,UNIVERSITY OF IOWA,49191,UNIVERSITY OF IOWA,2011,first_quarter,RET,"Retirement issues related to universities' pension plans
IRA issues related to philanthropic giving","Agriculture, Dept of (USDA),Centers For Medicare and Medicaid Services (CMS),Defense, Dept of (DOD),Federal Emergency Management Agency (FEMA),Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Natl Institutes of Health (NIH),SENATE,State, Dept of (DOS),Transportation, Dept of (DOT)",,88684,0,0,2011-04-19T12:35:12.370000-04:00
1085273,579521fe-ea45-4994-8f84-4838a96c8461,Q1,THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY,29607,THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY,2011,first_quarter,RET,"See attachment. RET  First Quarter Report 2011

S. 159/H.R. 63  The Confidence in Long-Term Care Insurance Act of 2011. Issue: Enhanced consumer protections for long-term care insurance policies.

H.R. 493  Genetic Information Non-Discrimination Act of 2008. Issue: Underwriting restrictions on long-term care insurance.

H.R. 677/S. 267  The Lifetime Income Disclosure Acts. Issue: Annuity Illustration.

H.R. 1173  Fiscal Responsibility and Retirement Security Act of 2011. Issue: Repeal of the CLASS Act.","HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",,1000000,0,0,2011-04-19T12:47:19.620000-04:00
1085288,4c815534-d067-4aae-84e9-5213f50bd538,Q1,LOCKE LORD PUBLIC POLICY GROUP LLC,300971,DALLAS POLICE & FIRE PENSION SYSTEMS,2011,first_quarter,RET,Public sector pension legislation,"HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2011-04-19T12:47:26.107000-04:00
1085345,9c24a36b-bd11-491c-8f22-ff393accd600,Q1,DAVIS & HARMAN LLP,11674,VANGUARD GROUP,2011,first_quarter,RET,"Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs, and creation of new qualified retirement plans for small business.  Issues related to retirement target date funds.  Issues related to tax incentives for retirement savings.  Proposal related to stemming leakage from retirement plans through reform of plan loan rules.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2011-04-19T12:49:48.823000-04:00
1085524,dc73e449-73e2-468f-b213-b7414ef42209,Q1,VANGUARD GROUP,291058,VANGUARD GROUP,2011,first_quarter,RET,"Proposals related to expanding the definition of fiduciary under ERISA
Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs, and creation of new qualified retirement plans for small business
(see attached addendum page) Proposals related to 401(k) plan loans and rollover loans to IRAs
Proposal related to stemming leakage from retirement plans through reform of plan loan rule
Issues related to stable value funds in retirement plans
Issues related to securities lending in retirement funds
Issues related to retirement target date funds
Issues related to tax incentives for retirement savings
401(k) fee disclosures, investment advice","Commodity Futures Trading Commission (CFTC),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,330000,0,0,2011-04-19T13:12:27.513000-04:00
1085615,1655bb12-58c6-41c7-8833-120c1ba28ee8,Q1,DAVIS & HARMAN LLP,11674,NATIONWIDE INSURANCE COMPANIES,2011,first_quarter,RET,"Proposals to expand retirement plan coverage, including proposals to reform the multiple employer plan rules.  Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business.  Issues related to tax incentives for retirement savings.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2011-04-19T13:25:14.760000-04:00
1085658,eb5c078f-fd96-4cb8-9734-7cbe87bc4e86,Q1,"BROWNSTEIN HYATT FARBER SCHRECK, LLP",7257,FMR LLC,2011,first_quarter,RET,"H.R.4173-Dodd Frank Wall Street Reform and Consumer Protection Act Implementation
Fiduciary duty related issues",HOUSE OF REPRESENTATIVES,50000,,0,0,2011-04-19T13:29:33.823000-04:00
1085831,5e075661-b4b5-46a8-9976-c6d632ea2b89,Q1,THE SUSQUEHANNA GROUP,71597,NATIONAL ASSOCIATION OF RSVP PROGRAM DIRECTORS,2011,first_quarter,RET,FY 2011 Labor-HHS-Appropriations,"HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2011-04-19T13:45:33.820000-04:00
1086205,379cf247-e214-4f80-9c7e-67579bfcd815,Q1,NATIONAL ASSOCIATION FOR UNIFORMED SERVICES,26615,NATIONAL ASSOCIATION FOR UNIFORMED SERVICES,2011,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 Elderly (CPI-E) to compute cost of living increases for Social Security and other Medicare beneficiaries; 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,SENATE,Veterans Affairs, Dept of (VA),White House Office",,,0,0,2011-04-19T14:19:57.527000-04:00
1086419,0f1fa404-52b5-4a13-98d5-e5f0f1a33183,Q1,"CAPITOL HILL STRATEGIES,  LLC",91774,FMR LLC,2011,first_quarter,RET,Issues related to proposed Department of Labor regulations on investment advice.,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2011-04-19T14:41:42.103000-04:00
1086461,a7c5157d-d04b-4a10-8dc9-770372ff4c55,1A,NATIONAL ASSOCIATION FOR UNIFORMED SERVICES,26615,NATIONAL ASSOCIATION FOR UNIFORMED SERVICES,2011,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 Elderly (CPI-E) to compute cost of living increases for Social Security and other Medicare beneficiaries; 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,SENATE,Veterans Affairs, Dept of (VA),White House Office",,27203,0,0,2011-04-19T14:44:04.867000-04:00
1086471,171752c7-33dd-460c-8847-6d0e1a4776f0,Q1,"CAPITOL HILL STRATEGIES,  LLC",91774,INVESTMENT COMPANY INSTITUTE,2011,first_quarter,RET,Issues related to proposed Department of Labor regulations on investment advice.,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2011-04-19T14:45:11.837000-04:00
1086899,deb8f935-2a0d-441d-b3d3-b1fc053dea66,Q1,"FORSCEY, PLLC",52880,BITUMINOUS COAL OPERATORS ASSOCIATION,2011,first_quarter,RET,Monitor proposed amendments to the Pension Protection Act of 2006 and preceeding proposals to provide PBGC with a risk related premium.,"HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2011-04-19T15:20:37.147000-04:00
1086936,80a69bc6-1b1c-4c6e-9230-9c6eca01a6c7,Q1,"FORSCEY, PLLC",52880,CONSOL ENERGY INC,2011,first_quarter,RET,Monitor proposed amendments to the Pension Protection Act of 2006 and precedent proposals to provide PBGC with a risk related premium.,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2011-04-19T15:23:54.773000-04:00
1087311,0a237e78-f339-4911-8301-5e470477a7de,Q1,AMERICAN ACADEMY OF ACTUARIES,1318,AMERICAN ACADEMY OF ACTUARIES,2011,first_quarter,RET,Regulation of hybrid retirement plans; public pension plans; and S. 267 Lifetime Income Disclosure Act.,"Centers For Medicare and Medicaid Services (CMS),Congressional Budget Office (CBO),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),SENATE,Treasury, Dept of",,20000,0,0,2011-04-19T15:50:32.053000-04:00
1087592,5331ac0b-5246-4de2-b1cc-cea1137eec30,Q1,RETIRESAFE,11025,RETIRESAFE,2011,first_quarter,RET,"Support H.R. 1086, the CPI for Seniors Act
Support the Social Security and Medicare Protection Act (now H.R. 1630)","Centers For Medicare and Medicaid Services (CMS),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE",,68922,0,0,2011-04-19T16:17:36.350000-04:00
1087668,cf552952-bcba-41a4-8a21-8ff656791152,Q1,TREA SENIOR CITIZENS LEAGUE,38426,TREA SENIOR CITIZENS LEAGUE,2011,first_quarter,RET,"Social Security Notch Reform: H.R. 1001 and H.R. 239 and S. 118, Consumer Price Index for the Elderly (CPI-E) and Social Security COLA Fairness: H.R. 456 and H.R. 798 and H.R. 776, Anti U.S. Mexico-Totalization/No Social Security for Unauthorized work: H.R. 787 and H.R. 148 and S. 95 and S. 181, Social Security Protection: H.R. 1052 and H.R. 219 and S. 123, Congressional Pay Cut: H.R. 204","HOUSE OF REPRESENTATIVES,SENATE",,40000,0,0,2011-04-19T16:24:07.740000-04:00
1087678,15683dfb-2094-4389-9b2a-51e5574dc63d,Q1,THE COUNCIL OF INSURANCE AGENTS AND BROKERS,11093,COUNCIL OF INSURANCE AGENTS AND BROKERS,2011,first_quarter,RET,Issues related to pensions and employee benefits.,"Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),SENATE,Treasury, Dept of",,210000,0,0,2011-04-19T16:25:12.083000-04:00
1088312,3a79e50a-19f6-4528-8eaf-31a4acbab499,Q1,COVINGTON & BURLING LLP,11195,NATIONAL FOOTBALL LEAGUE,2011,first_quarter,RET,Disability and Retirement Benefits,"HOUSE OF REPRESENTATIVES,SENATE",170000,,0,0,2011-04-19T17:16:10.547000-04:00
1088329,0043ede8-2b9d-45e0-ac91-f44f16e464c9,Q1,THE DUBERSTEIN GROUP INC.,12675,SUPERVALU,2011,first_quarter,RET,Prospects for pension reform - Proposed legislation re this issue.,"HOUSE OF REPRESENTATIVES,SENATE,White House Office",100000,,0,0,2011-04-19T17:17:18.577000-04:00
1088443,5c4bc36c-115b-44c1-928a-cbbc8b162500,Q1,"WEBSTER, CHAMBERLAIN & BEAN, LLP",40830,NATIONAL ORGANIZATION OF SOCIAL SECURITY CLAIMANTS' REPRESENTATIVES,2011,first_quarter,RET,Social Security issues,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2011-04-19T17:35:19.873000-04:00
1088813,17889a7b-99fb-4d69-9602-1b118caa7e73,Q1,THE RABEN GROUP,61458,ARIEL INVESTMENTS,2011,first_quarter,RET,"Lobbied House, Senate and the Administration on the issue of racial and gender disparities in retirement security.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Office of Personnel Management (OPM),SENATE,Treasury, Dept of,White House Office",20000,,0,0,2011-04-19T18:26:24.293000-04:00
1089495,6ffd3550-50df-45c0-bc0d-f96635003982,Q1,CHRISTOPHER HEINZ,318298,RETIREMENT SECURITY GROUP,2011,first_quarter,RET,Issues concerning multi-employer pension plans,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2011-04-19T22:00:08.210000-04:00
1089508,2176a4a3-c5db-41cd-a8fd-7c70bf6cd453,Q1,CHRISTOPHER HEINZ,318298,UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA,2011,first_quarter,RET,Issues concerning multi-employer pension plans,"Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",40000,,0,0,2011-04-19T22:18:15.900000-04:00
1090191,fa4b37cd-9f70-42ed-ad40-5b16e9d1d04b,Q1,"THE DOW CHEMICAL COMPANY, DBA DOW",12527,DOW CHEMICAL COMPANY DBA DOW,2011,first_quarter,RET,Hybrid pension design reform and guidance,"Commerce, Dept of (DOC),Environmental Protection Agency (EPA),Food & Drug Administration (FDA),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE,State, Dept of (DOS),Treasury, Dept of,U.S. Trade Representative (USTR),White House Office",,2185000,0,0,2011-04-20T08:03:42.827000-04:00
1090281,2b7d8cb3-b2f7-42ec-ad50-6cbd5bd0c3ff,Q1,CHAMBER OF COMMERCE OF THE U.S.A.,38756,CHAMBER OF COMMERCE OF THE U.S.A.,2011,first_quarter,RET,"P.L. 111-203, including provisions related to the exclusion of pension plans from the authority of the Consumer Financial Protection Agency and also derivatives rules and legislation (111th Congress) H.R. 567, Public Employee Pension Transparency Act

S. 267, Lifetime Income Disclosure Act

Various issues regarding P.L. 109-280, Pension Protection Act of 2006- Reform of funding rules for employer-provided retirement plans and amendments to the Employee Retirement Income Security Act of 1974, including provisions related to cash balance plans and notice requirements

General issues including: pension and retirement, healthcare, tax, financial services, multiemployer plan accounting, ERISA, and PBGC premiums (specific legislation not yet introduced)

Various issues regarding relief for single-employer, multiemployer, and multiple-employer pension funds (specific legislation not yet introduced)","Agriculture, Dept of (USDA),Bureau of Citizenship & Immigration Services (BCIS),Commerce, Dept of (DOC),Commodity Futures Trading Commission (CFTC),Council on Environmental Quality (CEQ),Defense, Dept of (DOD),Education, Dept of,Energy, Dept of,Environmental Protection Agency (EPA),Equal Employment Opportunity Commission (EEOC),Executive Office of the President (EOP),Federal Aviation Administration (FAA),Federal Communications Commission (FCC),Federal Reserve System,Federal Trade Commission (FTC),Food & Drug Administration (FDA),General Services Administration (GSA),Government Accountability Office (GAO),Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),Justice, Dept of (DOJ),Labor, Dept of (DOL),Natl Economic Council (NEC),Natl Institute of Standards & Technology (NIST),Natl Labor Relations Board (NLRB),Natl Mediation Board,Natl Security Council (NSC),Office of Management & Budget (OMB),Patent & Trademark Office (PTO),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,Small Business Administration (SBA),State, Dept of (DOS),Transportation, Dept of (DOT),Treasury, Dept of,U.S. Copyright Office,U.S. Trade Representative (USTR),White House Office",,10890000,0,0,2011-04-20T08:34:55.530000-04:00
1090497,784eadcd-02d1-402a-98ef-8d56a182fd43,Q1,"COALITION FOR INDEPENDENT SENIORS, INC.",400617871,"COALITION FOR INDEPENDENT SENIORS, INC.",2011,first_quarter,RET,"Issues related to the Home Equity Conversion Mortgage Program (HECM) at the Department of Housing and Urban Development, and issues related to public policies that allow seniors to control their assets and remain economically independent.","HOUSE OF REPRESENTATIVES,SENATE",,90000,0,0,2011-04-20T09:05:30.077000-04:00
1090555,ce805156-257c-49c5-9994-aed40a7b5bc9,Q1,VENABLE LLP,39941,HOSPITAL FOR SPECIAL SURGERY,2011,first_quarter,RET,Monitoring congressional activity related to pensions and the Pension Protection Act,"HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2011-04-20T09:12:57.013000-04:00
1090589,906c75ee-6189-4fae-8867-655fee3c024c,Q1,AMERICAN BENEFITS COUNCIL,4675,AMERICAN BENEFITS COUNCIL,2011,first_quarter,RET,"House 
Comprehensive 1099 Taxpayer Protection and Repayment of Exchange Subsidy Overpayments Act of 2011  H.R. 4
Comprehensive 1099 Taxpayer Protection and Repayment of Exchange Subsidy Overpayments Act of 2011  H.R. 705 Lifetime Income Disclosure Act  H.R. 677
Burdensome Data Collection Relief Act  H.R. 1062
Fiscal Responsibility and Retirement Security Act of 2011 (To repeal the CLASS Program)  H.R. 1173
National Commission on Fiscal Responsibility and Reform  implications for benefits 
Fiscal Year 2012 Budget Proposal  budgetary impacts of health and retirement entitlement programs; PBGC insurance, premium issues
Financial Services Reform  implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act - Restoring American Financial Stability Act of 2010  H.R. 4173, Public Law No: 111-203
Health Care Reform  regulatory implementation and compliance issues from the Patient Protection and Affordable Care Act (PPACA)  Public Law No: 111-148 & the Health Care and Education Reconciliation Act of 2010 (HCERA)  Public Law 111-152 
Pension Funding - additional funding relief and technical corrections for defined benefit pension plans, single and multiemployer plans, nonqualified deferred compensation conditions, PBGC  calculation of deficit, proposed premium increase for plan sponsors, premium submission issues
Retirement Security  nonqualified deferred compensation, executive compensation, defined contribution plan issues, 401 (k) plans: design and operation, automatic IRAs, definition of fiduciary, investment advice, investment selection (target date funds), the Savers Credit, retirement savings plans for small businesses, lifetime income issues, nondiscrimination rules for retirement plans, alternative pension investments, accounting transparency for pensions, plan loans, tax expenditures for retirement plans, phased retirement, long-term disability policies (LTDs) Senate 
Lifetime Income Disclosure Act  S. 267
Repeal the CLASS Entitlement Act  S. 720
National Commission on Fiscal Responsibility and Reform  implications for benefits 
Fiscal Year 2012 Budget Proposal  budgetary impacts of health and retirement entitlement programs, PBGC insurance, premium issues
Financial Services Reform  implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act - Restoring American Financial Stability Act of 2010  H.R. 4173, Public Law No: 111-203
Health Care Reform  regulatory implementation and compliance issues from the Patient Protection and Affordable Care Act (PPACA)  Public Law No: 111-148 & the Health Care and Education Reconciliation Act of 2010 (HCERA)  Public Law 111-152 
Pension funding  additional funding relief and technical corrections for defined benefit pension plans, single and multiemployer plans, nonqualified deferred compensation conditions, PBGC  calculation of deficit, proposed premium increase for plan sponsors, premium submission issues
Retirement Security  nonqualified deferred compensation, executive compensation, defined contribution plan issues, 401 (k) plans: design and operation, automatic IRAs, investment advice, definition of fiduciary, investment selection (target date funds), the Savers Credit, lifetime income issues, nondiscrimination rules for retirement plans, plan loans, tax expenditures for retirement plans, phased retirement, long-term disability policies (LTDs)

Regulatory 
Improving Regulation and Regulatory Review  Executive Order 13563
Financial Services Reform  implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act - Restoring American Financial Stability Act of 2010  H.R. 4173, Public Law No: 111-203  proposed regulations related to swap trades; process for review of swaps for mandatory clearing; provisions common to registered entities, legal entity identification for financial contracts; swap data recordkeeping and reporting requirements; real-time; reporting of swap transaction data; reporting, recordkeeping, and daily trading records requirements for swap dealers and major swap participants; unique counterparty identifiers; definition of swap dealer, security-based swap dealer, major swap participant, major security-based swap participant, eligible contract participant; swap data repository (SDR); business conduct standards for swap dealers and major swap participants with counterparties; transparency and accountability of derivatives market; regulation of over-the-counter swaps transactions; 
Pension funding relief - adequacy of defined benefit vehicles, retirement plan designs, and tax treatment of expatriates
Hybrid retirement plan designs  implementation of the Pension Protection Act (PPA) 
Investment advice  proposed definition of Fiduciary, adequacy of defined contribution vehicles, investment selection and annuity issues, automatic/mandatory individual retirement accounts (IRAs), proposed regulations regarding target date funds (TDFs) and qualified default investment alternatives (QDIAs)
Disclosure for defined contribution (DC) and defined benefit (DB) plans and service providers -ERISA Section 408 (b) (2), Fiduciary requirements  401 (k) participant fee disclosure regulations, in-plan Roth conversions issues 
Health care provider compensation  Internal Revenue Code Section 162 (m) (6)
Pension Benefits Guaranty Corporation (PBGC) premium issues, proposed regulations  ERISA Section 4062 (e)
Foreign bank account reporting, Report of Foreign Bank and Financial Accounts (FBAR) 
Domestic plan asset investment issues 
Puerto Rican plan trust issues 
Multiemployer plan issues 
Public pension system issues 
Plan audit issues","Centers For Medicare and Medicaid Services (CMS),Commodity Futures Trading Commission (CFTC),Government Accountability Office (GAO),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of,White House Office",,235296,0,0,2011-04-20T09:19:12.903000-04:00
1090696,307f8784-73b3-40a4-9698-31eadb2c125b,Q1,"VAN HEUVELEN STRATEGIES, LLC",321874,GENWORTH FINANCIAL INC,2011,first_quarter,RET,"Long term health care, tax reform, taxation of life insurance companies, mortgage insurance and housing.","HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2011-04-20T09:29:59.823000-04:00
1090706,7a4320df-f6cf-4250-844f-8f56dfb3d258,Q1,"WILLIAMS AND JENSEN, PLLC",41454,AMERICAN ASSOCIATION OF RETIRED PERSONS,2011,first_quarter,RET,Issues pertaining to older Americans including age discrimination legislation and the report of the Deficit Commission,"HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2011-04-20T09:31:06.637000-04:00
1090843,cb8e54f1-276f-43bb-8e95-d9475058a213,Q1,INVESTMENT COMPANY INSTITUTE,20128,INVESTMENT COMPANY INSTITUTE,2011,first_quarter,RET,"S. 267  Lifetime Income Disclosure Act
H.R. 677 Lifetime Income Disclosure Act DOL Fiduciary Definition
Target Date Funds
401(k) Fee Disclosure
Securities Lending in Retirement Plans","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE",,1247644,0,0,2011-04-20T09:39:11.653000-04:00
1090900,d424ad0b-f7bc-4893-b1e1-6a2b67341963,Q1,INTERNATIONAL UNION OF BRICKLAYERS & ALLIED CRAFTWORKERS,20072,INTERNATIONAL UNION OF BRICKLAYERS & ALLIED CRAFTWORKERS,2011,first_quarter,RET,Oppose increasing the retirement age to age 70 for receiving Social Security benefits.,"HOUSE OF REPRESENTATIVES,SENATE",,30000,0,0,2011-04-20T09:43:36.747000-04:00
1090988,11e3b540-73f5-43ea-a4e1-97d49fd9cd82,Q1,"UNITED AUTOMOBILE, AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS",39052,UNITED AUTOMOBILE AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS,2011,first_quarter,RET,Pension Funding legislation; PBGC issues.,"Council on Environmental Quality (CEQ),Energy, Dept of,Environmental Protection Agency (EPA),Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),Labor, Dept of (DOL),Natl Economic Council (NEC),Natl Highway Traffic Safety Administration (NHTSA),Occupational Safety & Health Administration (OSHA),Office of Management & Budget (OMB),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of,U.S. Trade Representative (USTR),White House Office",,410000,0,0,2011-04-20T09:48:13.200000-04:00
1091098,db0cae52-cde6-4b36-8b99-63f5fdd61248,Q1,DAVIS & HARMAN LLP,11674,BUSINESS ROUNDTABLE,2011,first_quarter,RET,"Proposals relating to defined benefit plan funding and treatment of hybrid plans.  Proposals relating to the treatment of employer-provided employee benefit plans. Proposals related to defined contribution plan fees and fee disclosure practices.  Proposals related to increased PBGC premiums, including those contained in the FY 2012 Obama Administration Budget.","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2011-04-20T09:56:05.107000-04:00
1091175,6e3c56ce-351b-4951-a6d4-80cc460bd766,Q1,ARNOLD & PORTER KAYE SCHOLER LLP,4301,ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS,2011,first_quarter,RET,Issues related to teacher retirement.,"HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2011-04-20T10:00:35.293000-04:00
1091182,deda1ddd-0d32-4f19-8889-a8688216b6b8,Q1,VENABLE LLP,39941,"ASSOCIATION OF FOOD AND DAIRY RETAILERS, WHOLESALERS AND MANUFACTURERS",2011,first_quarter,RET,Legislation that would impact funding rules applicable to multiemployer pension plans.,"HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2011-04-20T10:01:40.213000-04:00
1091364,6f36f7dc-14ba-44ec-bf70-d479160d7146,Q1,WINNING STRATEGIES WASHINGTON,50796,PRUDENTIAL,2011,first_quarter,RET,"Financial Services reform, and retirement and tax issues.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2011-04-20T10:16:11.057000-04:00
1091465,e825c17f-7d84-4066-8bd5-8a94d8c4fabd,Q1,SERVICE EMPLOYEES INTERNATIONAL UNION CTW-CLC,34887,SERVICE EMPLOYEES INTERNATIONAL UNION CTW-CLC,2011,first_quarter,RET,Retirement/Pensions,"HOUSE OF REPRESENTATIVES,SENATE",,345289,0,0,2011-04-20T10:22:04.713000-04:00
1091502,b93d8b25-a569-42fa-8111-20b876d1c61f,Q1,"AMERICAN FEDERATION OF STATE, COUNTY AND MUNICIPAL EMPLOYEES",2321,AMERICAN FEDERATION OF STATE COUNTY AND MUNICIPAL EMPLOYEES,2011,first_quarter,RET,"S 347, HR 567 -Public Employee Pension Transparency Act (PEPTA)
HRes 23 - Public Pensions
Social Security Reform","Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE,Vice President of the U.S.,White House Office",,670000,0,0,2011-04-20T10:23:10.697000-04:00
1091575,e30fa79c-85b3-481f-8ee4-c272ac875f41,Q1,COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES,40015118,COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES,2011,first_quarter,RET,"Oppose changes to ERISA and mandating retiree health benefits;  support follow up temporary provisions to help employers responsibly address the financial crisis impacting pension funds; support maintaining and strengthening the voluntary, flexible
employer-provided retirement system.","Equal Employment Opportunity Commission (EEOC),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Natl Labor Relations Board (NLRB),SENATE,Small Business Administration (SBA),White House Office",,50000,0,0,2011-04-20T10:26:37.307000-04:00
1091678,91fd07a2-c7d4-4928-8235-8d917ba19fd2,Q1,NATIONAL TAXPAYERS UNION,28663,NATIONAL TAXPAYERS UNION,2011,first_quarter,RET,"Public Employee Pension Transparecy Act
Social Security meeting","Defense, Dept of (DOD),Federal Reserve System,HOUSE OF REPRESENTATIVES,SENATE,State, Dept of (DOS),Treasury, Dept of",,39547,0,0,2011-04-20T10:31:16.417000-04:00
1091803,150cd7ec-a03d-461b-9737-0019b6d06d06,Q1,COVINGTON & BURLING LLP,11195,"JOHN HANCOCK LIFE INSURANCE COMPANY (USA) (FKA JOHN HANCOCK FIN. SERVICES, INC.)",2011,first_quarter,RET,Retirement plan fee disclosure; fiduciary definition,"HOUSE OF REPRESENTATIVES,SENATE",80000,,0,0,2011-04-20T10:37:05.213000-04:00
1091824,906aacbc-9d3a-4c4d-ace9-0bd513091802,Q1,"PRUDENTIAL FINANCIAL, INC.",32338,PRUDENTIAL FINANCIAL INC,2011,first_quarter,RET,"H.R. 677 - Lifetime Income Disclosure Act, all provisions
Issues relating to Automatic IRA
Issues relating to Small Businesses Add Value for Employees (SAVE) Act S. 267 - Lifetime Income Disclosure Act, all provisions
Issues relating to Proposed DOL Fiduciary Regulations
Issues relating to Guaranteed Lifetime Income","HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of,U.S. Trade Representative (USTR)",,1820000,0,0,2011-04-20T10:38:12.650000-04:00
1091882,23e31707-48b1-4fbe-9166-f7500806e3e3,Q1,"CASSIDY & ASSOCIATES, INC.",8453,"DELTA PILOTS PENSION PRESERVATION ORGANIZATION, INC.",2011,first_quarter,RET,IRC & ERISA provisions; PBGC asset allocations and benefits payable.,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2011-04-20T10:42:44.087000-04:00
1091965,e02b600c-1f34-444d-a2ff-f3bb3e43473c,Q1,"WILLIAMS AND JENSEN, PLLC",41454,TRANSAMERICA COMPANIES (FORMLY AEGON),2011,first_quarter,RET,Legislation impacting retirement plans,"HOUSE OF REPRESENTATIVES,SENATE",70000,,0,0,2011-04-20T10:46:12.977000-04:00