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
1368712,0c130d1b-5a08-4f21-a248-42a0ee9d53dd,Q1,NATIONAL LEAGUE OF POSTMASTERS,69297,NATIONAL LEAGUE OF POSTMASTERS,2013,first_quarter,RET,Federal Retirement and other general benefit issues.,"HOUSE OF REPRESENTATIVES,Postal Regulatory Commission,SENATE,U.S. Postal Service (USPS)",,20000,0,0,2013-04-03T10:26:11.013000-04:00
1368763,1eae6339-f9df-426d-a13a-ab457cdbc952,Q1,FLEET RESERVE ASSOCIATION,14781,FLEET RESERVE ASSOCIATION,2013,first_quarter,RET,"H.R. 1360, Military Retirees Comfort Act; H.R. 813, Putting Veterans Funding First Act; H.R. 690, Reserve Retirement Correction Act.","Defense, Dept of (DOD),HOUSE OF REPRESENTATIVES,SENATE,Veterans Affairs, Dept of (VA)",,140000,0,0,2013-04-03T14:42:40.460000-04:00
1368887,7bd306a6-cc15-41ba-8490-7293135d1025,Q1,DAVID FUNDERBURK,43491,TREA SENIORCITIZENS LEAGUE,2013,first_quarter,RET,"Social Security Notch Reform H.R. 155 and S. 90; Consumer Price Index for the Elderly H.R. 1030; Social Security Protection H.R. 1031, H.R. 1275, and S. 110; Social Security Reform H.R. 649, H.R. 1029, S. 308 and S. 500.","HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2013-04-04T14:39:48.427000-04:00
1369239,d15d1944-6d6b-4b94-9a3c-4cc502798711,Q1,UNIVERSITY OF IOWA,49191,UNIVERSITY OF IOWA,2013,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,Transportation, Dept of (DOT)",,29312,0,0,2013-04-08T11:14:59.307000-04:00
1369330,11031074-b9e4-400b-bd4a-a6fdbd2374fc,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,2013,first_quarter,RET,401 (k) disclosure:  Track Department of Labor rulemaking regarding 401 (k)  fee Disclosure.  Lifetime Income Disclosure ACT: Follow introduction and lobby for legislation that would require 401 (k) plan participants an annual statement projecting the monthly income that would be generated if the account balance were amortized as retirement.  This is H.R. 677 in the House and S.267 in the Senate.  Argue against possible changes to the tax treatment of life insurance products.,"HOUSE OF REPRESENTATIVES,Risk Management Agency,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,560000,0,0,2013-04-08T14:12:52.677000-04:00
1370002,57ef67c6-9277-4fcc-9ce7-5bae45eefd0b,1T,"DUTKO WORLDWIDE, LLC",12868,GENERAL MOTORS COMPANY,2013,first_quarter,RET,Monitor pension-related issues.,"HOUSE OF REPRESENTATIVES,SENATE",,,0,1,2013-04-10T11:16:26.510000-04:00
1370186,1e017278-07b0-45bf-a747-82c93ef417e4,Q1,VENABLE LLP,39941,WESTMORELAND COAL COMPANY,2013,first_quarter,RET,Issues related to the status of Coalfield Accountability and Retired Employee Act (CARE Act).,"HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2013-04-10T13:36:25.617000-04:00
1370223,6c72fd6c-1564-4c88-ab37-86b6e8837154,Q1,COVINGTON & BURLING LLP,11195,UNISYS CORPORATION,2013,first_quarter,RET,Pension issues.,"HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2013-04-10T14:16:54.167000-04:00
1370332,d9e4e28b-e176-4b73-b82c-adaf343bcc8d,1T,"MERCURY PUBLIC AFFAIRS, LLC",70175,CARPENTERS' BENEFIT PLANS,2013,first_quarter,RET,"Pension Reform and Tax Reform. S. 3700, Vested Employee Pension Benefit Protection Act.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,1,2013-04-10T15:51:00.973000-04:00
1370736,6ee35984-417e-41bc-a8df-567f5172e7b1,Q1,UPS (UNITED PARCEL SERVICE),39223,UPS (UNITED PARCEL SERVICE),2013,first_quarter,RET,Multi-employer and Single Employer Pension Reform,"Agriculture, Dept of (USDA),Commerce, Dept of (DOC),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,Joint Chiefs of Staff,Labor, Dept of (DOL),SENATE,State, Dept of (DOS),Transportation, Dept of (DOT),Treasury, Dept of,U.S. Trade Representative (USTR),White House Office",,1427716,0,0,2013-04-11T14:05:35.967000-04:00
1370860,6011f02b-8a14-4f43-a448-38269b812a86,Q1,NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE,27467,NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE,2013,first_quarter,RET,"Consumer Price Index for Elderly Consumers.  H.R. 649; H.R. 1030; S. 308; S. 567:  provisions establishing a consumer price index for elderly consumers (CPI-E) to compute cost-of-living adjustments (COLA) for Social Security benefits.  

Chained CPI.  (No bill).  Proposal to replace the current index used to calculate the Social Security COLA with a ""chained CPI.""Social Security Privatization.  (No bill.)  Proposals to convert Social Security to a system of private investment accounts.

Social Security Benefits.  (No bill.)  Provisions requiring progressive indexing, modifying COLAs, and increasing the Social Security retirement age.

Annual Social Security Statements.  (No bill.)  Restoration of mailing of annual Social Security statements to all workers.

Social Security Payroll Tax Cap.  S. 308; S. 500; S. 567; H.R. 1029; H.R. 1374; H.R. 649:  provisions raising the amount of wages subject to payroll taxes. 

Womens Social Security Improvements and Protections.  (No bill.)  Proposals to safeguard and improve benefit equity for women, including improving survivor benefits; to provide Social Security credits for caregiving; to enhance the special minimum benefit; to equalize rules for disabled and working widows; to restore student benefits; to improve benefits for disabled children; to strengthen the COLA; to increase the basic benefit; and to equalize benefits for same-sex married couples.

Social Security Equality. (No bill.)  Proposals to require the Social Security Administration to recognize same-sex marriage for the purposes of survivor, retirement and other benefits.

Social Security Administration Commissioner and Deputy Commissioner Appointments.  (No bill.)  Issues surrounding the impending leadership transition at the Social Security Administration.  

Social Security Benefits.  H.R. 1374:  provision to strengthen the Social Security special minimum benefit; increase benefits after 20 years of eligibility; reinstate the students benefit; and to increase the Social Security tax rate.

Immigration Reform.  (No bill.)  Proposals assuring that immigrants authorized to work as a result of immigration reform have access to all of their wages for the purpose of qualifying for Social Security benefits and reimbursing the Social Security trust funds for costs associated with immigration reform. 

Social Security Commission.  (No bill.)  Proposal to establish a commission that would develop policy options for restoring the Social Security program to solvency for the next 75 years, including fast-track authority for moving a bill recommending policy options through Congress.","Administration on Aging,Centers For Medicare and Medicaid Services (CMS),Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Natl Economic Council (NEC),Office of Management & Budget (OMB),President of the U.S.,SENATE,Social Security Administration (SSA),Treasury, Dept of,Vice President of the U.S.",,310000,0,0,2013-04-12T09:27:20.530000-04:00
1370962,a693f34b-ee17-4166-94c6-8d72dc3bff1d,Q1,NATIONAL ASSOCIATION OF POSTMASTERS OF THE UNITED STATES,27002,NATIONAL ASSOCIATION OF POSTMASTERS OF THE UNITED STATES,2013,first_quarter,RET,"H.R.1367 - Prescription Drugs Integrity Transparency
Public Law - Chapter 89 USC 5 - Regarding Retirement Health Benefits","HOUSE OF REPRESENTATIVES,SENATE",,47500,0,0,2013-04-12T11:56:23.017000-04:00
1371057,116cce2b-96c8-470f-a356-b4b7692b95f6,Q1,"THE CHARLES GROUP, LLC",53458,"ASSOCIATION OF MATURE AMERICAN CITIZENS, INC.",2013,first_quarter,RET,creation of Social Security IRA and other reforms,"HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2013-04-12T13:21:19.680000-04:00
1371140,7c95b4ad-5233-499f-bbb9-775b57fd4389,Q1,THE ESOP ASSOCIATION,13858,ESOP ASSOCIATION,2013,first_quarter,RET,"Any 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.  Above areas include tax and labor law issues embedded in the Employee Retirement Security Act of 1974 and the IRS Code.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",,31645,0,0,2013-04-12T14:49:49.020000-04:00
1371173,bb714516-8455-4ad8-a443-7621bdfe71a5,Q1,"BITUMINOUS COAL OPERATORS' ASSOCIATION, INC.",310494,"BITUMINOUS COAL OPERATORS' ASSOCIATION, INC.",2013,first_quarter,RET,"Monitor proposed amendments to the Pension Protection Act of 2007. Proposals to modify regulations governing Multi-Employer Pension Plans and the Multi-Employer Guarantee Fund administered by the PBGC; and H.R. 980 and S.468, the Coal Accountability and Retired Employee Act of 2013 or CARE Act.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",,211100,0,0,2013-04-12T15:04:57.717000-04:00
1371281,cd363d2f-e50b-482f-8e66-4d33a8945f5d,Q1,AMERICAN FOREIGN SERVICE ASSOCIATION,2365,AMERICAN FOREIGN SERVICE ASSOCIATION,2013,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.","HOUSE OF REPRESENTATIVES,SENATE",,80000,0,0,2013-04-12T16:40:52.330000-04:00
1371470,348d732f-78f4-460c-ae66-72ff3be43003,Q1,"LEDGE COUNSEL, INC.",22438,NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION,2013,first_quarter,RET,Civil service retirement policy,"Federal Retirement Thrift Investment Board,HOUSE OF REPRESENTATIVES,Office of Personnel Management (OPM),President of the U.S.,SENATE",30000,,0,0,2013-04-14T15:03:24.057000-04:00
1371680,98022f04-7c92-46b7-b22c-324a970b339c,Q1,"NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC.",26980,"NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC.",2013,first_quarter,RET,Social Security Fairness:  WEP; GPO; IRS Normal Retirement Age Rule; Public Employees Pension Transparency Act,"Commerce, Dept of (DOC),Federal Aviation Administration (FAA),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE,Transportation Security Administration (TSA),Treasury, Dept of",,40000,0,0,2013-04-15T10:28:20.840000-04:00
1371735,f565d07a-5a93-40c9-ac40-7c001e8623a3,Q1,"ALFRED W. CORS, JR",285277,RETIRESAFE,2013,first_quarter,RET,"Oppose the use of any version of a ""chained"" consumer price index (CPI) for the calculation of Social Security and military retiree benefit cost of living adjustments or COLAs.
Support a CPI for Seniors Act.","Centers For Medicare and Medicaid Services (CMS),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE",7040,,0,0,2013-04-15T11:07:48.810000-04:00
1371998,4ccc1dd5-ecb6-4c01-baaf-dfbf403b7db3,Q1,ALLIED PILOTS ASSOCIATION,40046359,ALLIED PILOTS ASSOCIATION,2013,first_quarter,RET,GENERAL PENSION PLAN ISSUES,"Federal Aviation Administration (FAA),HOUSE OF REPRESENTATIVES,SENATE,State, Dept of (DOS),Transportation, Dept of (DOT)",,77000,0,0,2013-04-15T13:09:37.353000-04:00
1372002,71bdf35c-4408-443a-99c4-cae0918623c2,Q1,"CORNERSTONE GOVERNMENT AFFAIRS, INC.",75557,CUSTODIA FINANCIAL,2013,first_quarter,RET,monitor the issues related to retirement  plans.,"HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2013-04-15T13:10:38.713000-04:00
1372556,08ab54d5-b2b3-49fd-bacd-68cccd6c65da,Q1,SOCIETY FOR HUMAN RESOURCE MANAGEMENT,35946,SOCIETY FOR HUMAN RESOURCE MANAGEMENT,2013,first_quarter,RET,Discussions on Retirement Security related to employer sponsored plans.,"Equal Employment Opportunity Commission (EEOC),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",,570638,0,0,2013-04-15T16:36:41.470000-04:00
1372767,7079215f-e330-4fc2-8fe8-859c89df7cab,Q1,THE ERISA INDUSTRY COMMITTEE,13803,ERISA INDUSTRY COMMITTEE,2013,first_quarter,RET,Pension and retirement issues,"Centers For Medicare and Medicaid Services (CMS),Equal Employment Opportunity Commission (EEOC),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of",,180000,0,0,2013-04-15T20:03:33.740000-04:00
1372838,26997645-fbf3-412b-acf8-daeee70099c7,Q1,"LAWRENCE J. ROMANS & ASSOCIATES, LLC",61072,CHARLES SCHWAB & CO INC,2013,first_quarter,RET,Regulations on Money Market Funds; Department of Labor regulations on Fiduciary Duty for retirement plans,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2013-04-16T09:09:02.217000-04:00
1372853,fa4b6d9d-56af-4d4e-8676-b6ee1bf18140,Q1,ASSOCIATION FOR FINANCIAL PROFESSIONALS,38437,ASSOCIATION FOR FINANCIAL PROFESSIONALS,2013,first_quarter,RET,"Plan Funding, Retirement Plan Investments, Disclosure and Fiduciary Issues, Prohibited Transactions, Corporate Governance, Defined Contribution Plan Issues, Defined Contribution Advice, Defined Benefit Plan Temporary Funding Relief, Defined Contribution Fee Disclosure, Defined Benefit and Defined Contribution Plan Use of Derivatives, Stable Value Issues, Dodd-Frank","Commodity Futures Trading Commission (CFTC),Executive Office of the President (EOP),Federal Accounting Standards Advisory Board (FASAB),Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,Federal Trade Commission (FTC),Government Accountability Office (GAO),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Natl Economic Council (NEC),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,6250,0,0,2013-04-16T09:25:07.407000-04:00
1373004,b780f055-7cff-4c1d-b7cc-6fbd5aed3087,Q1,VENABLE LLP,39941,"ASSOCIATION OF FOOD AND DAIRY RETAILERS, WHOLESALERS AND MANUFACTURERS",2013,first_quarter,RET,Legislation that would impact funding rules applicable to multiemployer pension plans.,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2013-04-16T10:53:08.993000-04:00
1373022,a7472793-1804-4f45-b574-4d593887426d,Q1,"HENGEN GROUP, LLC",400459260,ROCKTENN,2013,first_quarter,RET,"PBGC Reform
Non-discrimination testing, retirees pension funding","Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE,White House Office",48000,,0,0,2013-04-16T10:55:09.757000-04:00
1373064,41c51656-7e2b-4d41-957b-3d7d6442abb3,Q1,EXELIS INC. (FORMERLY ITT CORPORATION),20287,EXELIS INC. (FORMERLY ITT CORPORATION),2013,first_quarter,RET,House and Senate bills as they pertain to the tax treatment of single payer defined benefit pension plans as well as premium increases for the Pension Benefit Guaranty Corporation.,"Air Force, Dept of,Army, Dept of (Other),Defense, Dept of (DOD),Director of National Intelligence (ODNI),Federal Aviation Administration (FAA),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Natl Aeronautics & Space Administration (NASA),Natl Geospatial Intelligence Agency,Natl Guard,Natl Oceanic & Atmospheric Administration (NOAA),Navy, Dept of,SENATE,Transportation, Dept of (DOT),Treasury, Dept of,U.S. Marines",,360000,0,0,2013-04-16T11:06:27.140000-04:00
1373148,e3364aff-669d-49f2-8efb-63cd61abd565,Q1,THE WASHINGTON TAX & PUBLIC POLICY GROUP,294930,GENERAL MOTORS COMPANY,2013,first_quarter,RET,Issues related to pensions,"HOUSE OF REPRESENTATIVES,SENATE",90000,,0,0,2013-04-16T11:57:02.317000-04:00
1373221,fd7486a7-5843-4195-80b7-4e0d59dcd9fd,Q1,KPMG LLP,21893,KPMG LLP,2013,first_quarter,RET,"Draft bill by Cong. Nunes/Burr regarding Public Employee Pension Transparency; Definition of fiduciary, S. 273","Government Accountability Office (GAO),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Securities & Exchange Commission (SEC),SENATE",,380000,0,0,2013-04-16T12:42:37.653000-04:00
1373363,47787d50-e7a8-45ae-8d1a-b72caca38130,Q1,"UPSTREAM CONSULTING, INC.",88278,PRUDENTIAL FINANCIAL,2013,first_quarter,RET,Financial Services Reform and retirement and tax issues,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2013-04-16T14:18:51-04:00
1373533,6d2e42b6-b15d-49f5-9e30-b873356a2ad7,Q1,AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS,2640,AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS,2013,first_quarter,RET,"Draft bill by Cong. Nunes/Burr regarding Public Employee Pension Transparency; definition of fiduciary, S. 273","Agriculture, Dept of (USDA),Financial Crimes Enforcement Network (FinCEN),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),SENATE,Treasury, Dept of",,1140000,0,0,2013-04-16T15:14:01.730000-04:00
1373752,f03f3eca-a2c8-47e2-85a3-78a56bb987bd,Q1,DAVIS & HARMAN LLP,11674,MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY,2013,first_quarter,RET,"Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans.  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 retirementsavings.  Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals related to tax relief for disaster victims. Proposals to enhance incentives for employers that voluntarily offer qualified retirement plans.  Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures.  Proposals to increase PBGC premiums.  Issues related to lifetime income.  Issues related to use of brokerage windows in defined contribution plans.","HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",20000,,0,0,2013-04-16T16:59:42.257000-04:00
1373768,5e567e69-4ed2-46f0-b1bd-67258e1b3e2f,Q1,DAVIS & HARMAN LLP,11674,TIAA,2013,first_quarter,RET,Issues related to tax incentives for retirement savings.  Issues regarding investment offerings in defined contribution plans.  Legislation to expand the employee-sponsored retirement system.  Issues relating to public-sector plan design.  Proposals relating to IRS relief for disaster victims. Proposals related to governmental pick-up contributions.Issues related to lifetime income products in qualified retirement plans.  Proposals to increase annuitization within qualified retirement plans.  Proposals that would combine various retirement plan and IRA types.,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2013-04-16T17:08:48.793000-04:00
1373775,8b4909b7-14f0-48b7-b106-890b919baec6,Q1,DAVIS & HARMAN LLP,11674,WILLIS NORTH AMERICA INC,2013,first_quarter,RET,"Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans.  Issues related to required minimum distributions.",,,,0,0,2013-04-16T17:11:51.247000-04:00
1373780,f1d25613-53a2-404e-baa8-cb511175ed28,Q1,DAVIS & HARMAN LLP,11674,VANGUARD GROUP,2013,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 related to stemming leakage from retirement plans through reform of plan loan rules.  Issues related to retirement target date funds.  Issues related to tax incentives forretirement savings.  Issues related to the effect of the Department of Labor's proposed fiduciary definition.  Issues related to employee benefit plan administration and electronic delivery of ERISA-mandated statements and disclosures.  Consolidation of ERISA-required notices.","HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",20000,,0,0,2013-04-16T17:13:53.460000-04:00
1374011,fbead0ff-7d82-4fed-915d-de3256d980e9,Q1,DAVIS & HARMAN LLP,11674,TRANSAMERICA LIFE INSURANCE COMPANY,2013,first_quarter,RET,Proposals related to 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.  Issues related to lifetime income invetment options.  Proposals to consolidate various retirement plan and IRA types.,"HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",20000,,0,0,2013-04-17T00:00:00-04:00
1374136,ba622172-8d41-422f-9418-a458cdf590df,Q1,"FORSCEY, PLLC",52880,BITUMINOUS COAL OPERATORS ASSOCIATION,2013,first_quarter,RET,"Monitor proposed amendments to the Pension Protection Act of 2007; Proposals to modify regulations governing Multi-Employer Pension Plans and the Multi-Employer Guarantee Fund administered by the PBGC; and H.R. 980 and S.468, the Coal Accountability and Retired Employee Act of 2013 or CARE Act.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",50000,,0,0,2013-04-17T10:23:19.490000-04:00
1374150,777910f9-bdbf-4e6b-b2ef-7e632db3793e,Q1,INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS,19753,INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS,2013,first_quarter,RET,"Efforts to undermine public pensions, including the Public Employee Pension Transparency Act.
Mandatory Social Security coverage
Proposed pension cuts for federal employees","Commerce, Dept of (DOC),HOUSE OF REPRESENTATIVES,SENATE",,91000,0,0,2013-04-17T10:28:26.267000-04:00
1374964,391779c9-8edf-4656-a620-0db0edc96cda,Q1,"FORSCEY, PLLC",52880,CONSOL ENERGY INC,2013,first_quarter,RET,"Monitor proposed amendments to the Pension Protection Act of 2007; Proposals to modify regulations governing Multi-Employer Pension Plans and the Multi-Employer Guarantee Fund administered by the PBGC; and H.R. 980 and S.468, the Coal Accountability and Retired Employee Act of 2013 or CARE Act.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2013-04-17T13:38:37.743000-04:00
1375028,4386320d-c7ba-406f-94b5-ab2c9cb78477,Q1,INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS,19775,INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS,2013,first_quarter,RET,"Multi-employer Pension Reform  (No Bill Number) 
Hostess Bankruptcy and its impact on Pensions  (No Bill Number)","AMTRAK - Natl Railroad Passenger Corporation,Federal Aviation Administration (FAA),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT),White House Office",,400000,0,0,2013-04-17T13:52:03.107000-04:00
1375240,61285cb4-64d6-452f-9cd6-a5add4912d86,Q1,"CAVAROCCHI RUSCIO DENNIS ASSOCIATES, L.L.C.",8511,NATIONAL ASSOCIATION OF PUBLIC HEALTH STATISTICS AND INFORMATION SYSTEMS,2013,first_quarter,RET,"No Bill #, Social Security Administration Death Master File; electronic death registration systems
HR4053, Improper Payments Elimination & Recovery Act","Centers For Disease Control & Prevention (CDC),Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE,Social Security Administration (SSA)",20000,,0,0,2013-04-17T14:57:28.150000-04:00
1375349,5056ca5e-39d9-40b9-9802-7b544b6aa612,Q1,NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION,28674,NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION,2013,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, the association focused on the following introduced bills:S. CON. RES. (not yet numbered) - Expressing the sense of the Congress that our current tax incentives for retirement savings provide important benefits to Americans to help plan for a financially secure retirement  All sections","Agriculture, Dept of (USDA),HOUSE OF REPRESENTATIVES,SENATE,White House Office",,150000,0,0,2013-04-17T15:14:15.137000-04:00
1375848,b7f118c8-bbd9-44f2-b284-89f3aadb1931,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,2013,first_quarter,RET,Legislation affecting profit sharing and employer-sponsored defined contribution plans,"HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,80000,0,0,2013-04-17T17:53:00.170000-04:00
1375875,379627fe-2e0d-44a0-8afc-609aeac2b8a9,Q1,UNITED ASSN OF JOURNEYMEN & APPRENTICES OF THE PLUMBING & PIPEFITTING INDUSTRY,39041,UNITED ASSN OF JOURNEYMEN & APPRENTICES OF THE PLUMBING & PIPEFITTING INDUSTRY,2013,first_quarter,RET,- Funding provisions of Pension Protection Act of 2006 (Pub. L. 109-208) and long-term health of multiemployer plans.,"HOUSE OF REPRESENTATIVES,SENATE",,130000,0,0,2013-04-17T18:32:56.217000-04:00
1376471,94f68ea0-c0f1-4958-8e44-d016f846ccba,Q1,CHAMBER HILL STRATEGIES,400645947,YRC WORLDWIDE INC.,2013,first_quarter,RET,"Pension reform issues related to provisions of P.L. 109-280, the Pension Protection Act of 2006","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2013-04-18T10:55:52.357000-04:00
1376558,7c60ae80-99d3-4a13-990e-f30044c34855,Q1,NATIONAL BEER WHOLESALERS ASSOCIATION,27274,NATIONAL BEER WHOLESALERS ASSOCIATION,2013,first_quarter,RET,Multi-Employer Pension Plan Reform,"Alcohol & Tobacco Tax & Trade Bureau (TTB),HOUSE OF REPRESENTATIVES,SENATE",,320000,0,0,2013-04-18T11:08:22.283000-04:00
1376579,5cefc3bc-7482-489b-bdef-da4f2b3b0c02,Q1,THE GOODYEAR TIRE & RUBBER COMPANY,16555,GOODYEAR TIRE & RUBBER COMPANY,2013,first_quarter,RET,Formulation of legislative proposals relating to defined benefit pension plans.,"HOUSE OF REPRESENTATIVES,SENATE",,1070000,0,0,2013-04-18T11:10:27.347000-04:00
1376680,7fa4ebda-3af6-4256-8ed6-1cf07baa3e3d,Q1,HERITAGE ACTION FOR AMERICA,400609853,HERITAGE ACTION FOR AMERICA,2013,first_quarter,RET,"Social Security Reform
Public and Private Pensions","HOUSE OF REPRESENTATIVES,SENATE",,40000,0,0,2013-04-18T11:26:02.910000-04:00
1376724,6ccf3a69-f1ea-4a06-bcc7-689585aa45e7,Q1,"THE DOW CHEMICAL COMPANY, DBA DOW",12527,DOW CHEMICAL COMPANY DBA DOW,2013,first_quarter,RET,"Hybrid pension design reform and guidance; PBGC premiums; pension funding derivatives; HR 8, American Taxpayer Relief Act; HR 325, Continuing resolution; H. Con. Res. 25, FY 2014 Budget; S. Con. Res. 8, FY 2014 Budget","Commerce, Dept of (DOC),Energy, Dept of,Environmental Protection Agency (EPA),Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of,U.S. Trade Representative (USTR),White House Office",,2660000,0,0,2013-04-18T11:33:19.293000-04:00
1376982,6bf858d3-ddca-4f94-8788-a246d007779e,Q1,FINANCIAL EXECUTIVES INTERNATIONAL,14520,FINANCIAL EXECUTIVES INTERNATIONAL,2013,first_quarter,RET,Pension harmonization; Retirement plans in tax reform debate; Pension Benefits Guarantee Corporation premium increase; Hedging pension plan risk with swaps; nondiscrimination testing in pension plans; preserving the tax treatment of retirment savings,"Commodity Futures Trading Commission (CFTC),Defense, Dept of (DOD),Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Office of Management & Budget (OMB),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,68756,0,0,2013-04-18T12:33:06.993000-04:00
1377333,b86d278f-4a65-45c3-a1e5-1f51649edc84,Q1,XEROX CORPORATION,42001,XEROX CORPORATION,2013,first_quarter,RET,DOL Advisory Opinion 2013-01A  -- Fiduciary Status of Swaps Clearing Financial Service Companies.  The Opinion clarified how clearing houses would operate and that ERISA does impair or impinge upon the swaps framework.,"Commerce, Dept of (DOC),Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Intl Trade Administration (ITA),Labor, Dept of (DOL),Natl Security Council (NSC),SENATE,State, Dept of (DOS),U.S. Customs & Border Protection,U.S. Trade Representative (USTR),White House Office",,340000,0,0,2013-04-18T13:51:14.103000-04:00
1377384,84debb03-23a6-40a1-81c6-c3fcc5f1b3a3,Q1,COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES,40015118,COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES,2013,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 preserving and enhancing the voluntary, flexible employer-provided retirement system and the tax incentives that support it.; and Section 530 of the Revenue Act of 1978.","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",,60000,0,0,2013-04-18T13:57:34.507000-04:00
1377415,de39831f-c924-4c7e-8477-4391075fcd31,Q1,BANK POLICY INSTITUTE,5290,BANK POLICY INSTITUTE,2013,first_quarter,RET,Retirement Securities; Department of Labor's proposed rule defining fiduciary duty;,"Commerce, Dept of (DOC),Commodity Futures Trading Commission (CFTC),Council of Economic Advisers (CEA),Environmental Protection Agency (EPA),Farm Credit Administration,Federal Accounting Standards Advisory Board (FASAB),Federal Deposit Insurance Corporation (FDIC),Federal Housing Finance Agency (FHFA),Federal Reserve System,Federal Trade Commission (FTC),Government Accountability Office (GAO),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),Justice, Dept of (DOJ),Natl Economic Council (NEC),Office of Management & Budget (OMB),Office of Personnel Management (OPM),Office of the Comptroller of the Currency (OCC),Office of Thrift Supervision (OTS),Patent & Trademark Office (PTO),Securities & Exchange Commission (SEC),SENATE,Small Business Administration (SBA),Transportation, Dept of (DOT),Treasury, Dept of,U.S. Copyright Office,U.S. Trade Representative (USTR),White House Office",,2240000,0,0,2013-04-18T14:02:43.420000-04:00
1377552,2cc23ef8-ecbe-40a1-82f7-89b3df543c7e,Q1,NATIONAL ASSOCIATION FOR UNIFORMED SERVICES,26615,NATIONAL ASSOCIATION FOR UNIFORMED SERVICES,2013,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 eliminationprovisions; include a Social Security Lockbox.,"Defense, Dept of (DOD),HOUSE OF REPRESENTATIVES,SENATE,Veterans Affairs, Dept of (VA),White House Office",,24493,0,0,2013-04-18T14:23:39.390000-04:00
1377568,43144878-68a1-4f6b-af37-7bfa667554a9,Q1,AMERICAN COUNCIL OF LIFE INSURERS,2115,AMERICAN COUNCIL OF LIFE INSURERS,2013,first_quarter,RET,"S. 676: Identity Theft and Tax Fraud Prevention Act of 2013. Issue: Death Master File.

S. Con. Res. 12: Resolution on Retirement Savings Incentives. Issue: retirement security.H.R. 837: Savings for American Families' Future Act of 2013. Issue: retirement security.

H.R. 466  Social Security Death Master File Privacy Act.  Issue: restrict access to Social Security Death Master File.

S. 606  Shrinking Emergency Account Losses Act. Issue: limits borrowing from 401(k) plan.","HOUSE OF REPRESENTATIVES,SENATE",,1782900,0,0,2013-04-18T14:23:42.717000-04:00
1377780,fe4adcd3-cdd2-4c8f-9609-e4a1991b1bb5,Q1,AMERICAN BENEFITS COUNCIL,4675,AMERICAN BENEFITS COUNCIL,2013,first_quarter,RET,"Budget  employer-sponsored retirement and health care benefits
Path to Prosperity: A Responsible, Balanced Budget  House Budget Committee proposed FY2014 budget resolutionFoundation for Growth: Restoring the Promise of American Opportunity  Senate Budget Committee FY 2014 budget blueprint 
American Taxpayer Relief Act of 2012 (ATRA) fiscal cliff, employee benefits provisions American Family Economic Protection Act  Senate Sequester offset package
Tax reform/Deficit reduction  tax incentives for employer-sponsored pension and retirement savings plans
Financial Services Reform  implementation of Dodd-Frank Wall Street Reform and Consumer Protection (Dodd-Frank) Act 
Pension Funding/Stabilization  defined benefit pension funding stabilization and related plan issues - de-risking  defined benefit (DB) plans, Nondiscrimination rules applicable to defined benefit (DB) plans
Moving Ahead for Progress in the 21st Century (MAP-21) Act of 2012
Retirement Savings Plan Issues  Retirement Coverage & Adequacy 
Shrinking Emergency Account Losses Act of 2013 (SEAL Act)  S. 606
Savings for American Families Future Act of 2013  H.R. 837
Pension modernization - The Retirement Crisis and a Plan to Solve It  USA Retirement Funds  Senate Health, Education, Labor & Pensions Committee
Draft bi-partisan concurrent resolution  tax incentives for retirement savings  discussions 
Pension Benefit Guaranty Corporation (PBGC)  premiums, calculation of deficit and related governance issues, proposed ERISA Section 4062 (e) regulations, rules for companies in bankruptcy 
Investment Advice  defined contribution plans, plan fees, definition of a fiduciary, investment options in 401(k) and similar participant-directed individual account plans, electronic communication and related issues

Other Issues
Hybrid retirement plan designs  implementation of the Pension Protection Act (PPA), finalization of proposed regulations
Health care provider compensation  Internal Revenue Code Section 162 (m) (6)  performance-based compensation
Foreign bank account reporting, Report of Foreign Bank and Financial Accounts (FBAR) 
International Accounting Standards Board (IASB)  accounting rules for pensions and other post-employment benefits
Foreign Account Taxpayer Compliance Act (FATCA)  exemption for foreign retirement plans
International benefits issues/Puerto Rican plan trust issues 
Domestic plan asset investment issues 
Regulation of money market funds 
Multiemployer plan issues 
Distribution of retirement plan assets and notice requirements 
Financial Accounting Standards Board (FASB)  retirement plans 
Commodity Pool Operator issues
Pension benefit statements","Centers For Medicare and Medicaid Services (CMS),Commodity Futures Trading Commission (CFTC),Equal Employment Opportunity Commission (EEOC),Federal Accounting Standards Advisory Board (FASAB),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Office of Management & Budget (OMB),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,245686,0,0,2013-04-18T14:49:03.167000-04:00
1377892,cfcb94f4-fc29-445e-8d31-89c3e88170b4,Q1,"COALITION FOR INDEPENDENT SENIORS, INC.",400617871,"COALITION FOR INDEPENDENT SENIORS, INC.",2013,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; Provisions in S. 469 (a bill to assist the Secretary of Housing and Urban Development in stabilizing the Home Equity Conversion Mortgage program) allowing the Department of Housing and Urban Development to make program changes through mortgagee letter or notice.","HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),SENATE",,110000,0,0,2013-04-18T15:00:51.203000-04:00
1377916,5e9cbdc2-a30f-423d-be34-c33c748dd22c,Q1,COVINGTON & BURLING LLP,11195,"JOHN HANCOCK LIFE INSURANCE COMPANY (USA) (FKA JOHN HANCOCK FIN. SERVICES, INC.)",2013,first_quarter,RET,Retirement plan fee disclosure; fiduciary definition,"Commerce, Dept of (DOC),HOUSE OF REPRESENTATIVES,SENATE,State, Dept of (DOS),Treasury, Dept of,U.S. Trade Representative (USTR)",90000,,0,0,2013-04-18T15:03:00.763000-04:00
1377987,3b55455e-e548-4f64-8b5c-577403b9caed,Q1,NOSSAMAN LLP,29846,"THE FRATERNAL ORDER OF POLICE, THE U.S. PARK POLICE LABOR COMMITTEE",2013,first_quarter,RET,Policy related to retirement benefits affecting U.S. Park Police officers,"HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2013-04-18T15:09:33.383000-04:00
1378013,9ff7c589-a4eb-4667-8c8f-fad5cf63b801,Q1,THE TIMKEN COMPANY,38153,TIMKEN COMPANY,2013,first_quarter,RET,"Defined Benefit Plans
Defined Contribution Plans - 401(k)
Pension Protection Act
Pension Funding Issues","HOUSE OF REPRESENTATIVES,SENATE",,93300,0,0,2013-04-18T15:11:42.270000-04:00
1378187,0d02cafb-209c-401e-a75f-a496ba8b1e9c,Q1,"WHITMER & WORRALL, LLC",292892,COALITION FOR INDEPENDENT SENIORS (CIS),2013,first_quarter,RET,"Issues related to advocating 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,,0,0,2013-04-18T15:28:55.650000-04:00
1378224,e7b547bb-5671-444a-8c8e-45965fe28092,Q1,"CAPITOL HILL STRATEGIES,  LLC",91774,FMR LLC,2013,first_quarter,RET,Issues related to proposed Department of Labor regulations on investment advice.,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2013-04-18T15:32:04.380000-04:00
1378236,10d70083-44d8-4fa2-b940-8be23bc3d3b0,Q1,"CAPITOL HILL STRATEGIES,  LLC",91774,INVESTMENT COMPANY INSTITUTE,2013,first_quarter,RET,"Issues related to proposed Department of Labor regulations on investment advice.
Legislation to enhance retirement plan options.","HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2013-04-18T15:34:11.740000-04:00
1378313,a870db22-b701-46ba-9b3b-3352f47fe51b,Q1,ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG),57475,PRUDENTIAL INSURANCE COMPANY OF AMERICA,2013,first_quarter,RET,"Misc. pension, retirement and savings issues.","HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2013-04-18T15:43:45.247000-04:00
1378406,327c0d98-ec0e-4f0e-a875-f4d301b0d649,Q1,"CAPITOL HILL STRATEGIES,  LLC",91774,PRUDENTIAL FINANCIAL INC,2013,first_quarter,RET,Legislation to enhance retirement plan options.,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2013-04-18T15:56:26.500000-04:00
1378601,bf7e503e-9c7b-4aaa-86a2-15d392d18cf3,Q1,"HECHT LATHAM SPENCER & ASSOCIATES, INC., FORMERLY KNOWN AS HECHT SPENCER & ASSOC",17966,BOY SCOUTS OF AMERICA,2013,first_quarter,RET,Proposals relating to changes in minimum funding requirements for charity pension plans.,"HOUSE OF REPRESENTATIVES,SENATE",45000,,0,0,2013-04-18T16:15:50.393000-04:00
1378630,6028ab4e-29ab-4fbd-aed8-aa884cbd27d9,Q1,TRANSPORTATION COMMUNICATIONS NATIONAL UNION/IAM (FKA TRANSPORTATION COMMUNICATI,38368,TRANSPORTATION COMMUNICATIONS NATIONAL UNION/IAM (FKA TRANSPORTATION COMMUNICATI,2013,first_quarter,RET,"S.204 A bill to preserve and protect the free choice of individual employees to form, join, or assist labor organizations, or to refrain from such activities.This Act may be cited as the ''National Right-to-Work Act''. TCU Opposes the Budget Instead, the plan written by Budget Committee Chairman Paul Ryan  which passed on a 221-207 party-line vote  would reduce spending on the Medicaid health care plan for the poor and eliminate ""Obamacare"" subsidies. It exempts the Pentagon and Social Securitybeneficiaries from spending cuts but revives a plan to turn Medicare into a voucher-like system for beneficiaries born in 1959 or later.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Railroad Retirement Board,SENATE,Surface Transportation Board (STB),Transportation, Dept of (DOT)",,270000,0,0,2013-04-18T16:17:59.640000-04:00
1378774,9b9ad1b6-d8f6-40aa-830a-792542cdc6a6,Q1,ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG),57475,SECURITIES INDUSTRY & FINANCIAL MARKETS ASSN.,2013,first_quarter,RET,Misc. pension issues; retirement security issues.,"HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2013-04-18T16:27:51.867000-04:00
1378800,55ce8d3f-7433-49fc-a03a-32fd83a48e12,Q1,AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES,3481,AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES,2013,first_quarter,RET,"S. Con. Res. 12: Retirement tax incentives resolution
S. 606: Shrinking Emergency Account Losses (SEAL) Act
H.R. 837: Savings for American Families Future Act","HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,507896,0,0,2013-04-18T16:29:01.647000-04:00
1378818,4f72a8a3-570e-4a46-be36-e2153661b7aa,1T,DAVIS & HARMAN LLP,11674,PRINCIPAL LIFE INSURANCE COMPANY,2013,first_quarter,RET,"Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans.  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.  Issues related to the Department ofLabor's proposed regulation defining fiduciary for investment advice purposes.  Proposals to increase PBGC premiums, including those contained in  the FY 2013 Obama Administration Budget Proposal.  Proposals related to plan funding.   Proposals that would consolidate various retirement plan and IRA types.  Issues related to use of brokerage windows in defined contribution plans.","HOUSE OF REPRESENTATIVES,SENATE",,,0,1,2013-04-18T16:31:10.913000-04:00
1378882,e0329b6c-bb6d-4c13-8fd9-7bd0fad80147,Q1,DAVIS & HARMAN LLP,11674,BUSINESS ROUNDTABLE,2013,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.  Proposals relating to entitlement reform.,"HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of,White House Office",30000,,0,0,2013-04-18T16:36:38.687000-04:00
1378886,7f19163a-540a-45db-b7b0-1f5352c64747,Q1,ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG),57475,"METLIFE GROUP, INC.",2013,first_quarter,RET,General retirement issues.,"Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2013-04-18T16:37:41.233000-04:00
1378917,a001f9cb-0d12-4bd5-8bc4-d2978ff44cee,Q1,"LOCKRIDGE, GRINDAL, NAUEN, PLLP",23053,TWIN CITY PIPE TRADES SERVICE ASSOCIATION,2013,first_quarter,RET,Affordable Care Act (PL 111-148) Implementation,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2013-04-18T16:39:57.277000-04:00
1378986,acd8ba53-bf99-4e95-9afc-60f35477ee50,Q1,DAVIS & HARMAN LLP,11674,AMERICAN BENEFITS COUNCIL,2013,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 relating to defined benefit plan funding.  Issues related to regulations addressing liability for partial termination of defined benefit plans.  Issues related to tax incentives for retirement savings and DOL fee disclosure proposals. S. Con Res. 8.Retirement recommendations contained in the final report of the National Commission on Fiscal Responsibility and Reform.  Proposals related to stemming leakage from retirement plans through reform of plan loan rules.  Proposals related to stable value investment offerings in defined contribution plans.  Proposals related to phased retirement.  Proposals to increase PBGC premiums.  Proposals related to retirement target date funds.  Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes.  Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans.  Issues related to PBGC collections and PBGC disclosure issues.  Proposals related to electronic disclosure of information under ERISA.  Proposals regarding compliance of retirement  plans.  FASB pension accounting.  USA Retirement proposal.  Issues related to use of brokerage windows in defined contribution plans.","HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",70000,,0,0,2013-04-18T16:50:28.300000-04:00
1379103,7abedea2-06ee-47de-89f5-86a1324670b1,Q1,ULMAN PUBLIC POLICY & FEDERAL RELATIONS,310095,NATIONAL PUBLIC EMPLOYER LABOR RELATIONS ASSOCIATION,2013,first_quarter,RET,"Support preserving and enhancing the voluntary employer-provided retirement system and the tax incentives that support it; and Support for legislation similar to 112th Congress' bill: H.R. 3561, Small Business Pension Promotion Act of 2011, to clarify that service-based normal retirement provisions are allowed in state and local pension statutes.","Equal Employment Opportunity Commission (EEOC),HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2013-04-18T17:17:25.527000-04:00
1379114,f1b609cf-312f-44ab-aa2c-f5369ef2ea79,Q1,"THE FLOURNOY GROUP, LLC",400493430,BRACY TUCKER BROWN & VALANZANO ON BEHALF OF DIMENSIONAL FUND ADVISORS,2013,first_quarter,RET,Pension Policy Reform,"HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2013-04-18T17:18:28.733000-04:00
1379230,76ec4aed-00af-4bee-9c77-1ac902a0d96d,Q1,INVESTMENT COMPANY INSTITUTE,20128,INVESTMENT COMPANY INSTITUTE,2013,first_quarter,RET,"Senate Resolution on Retirement Savings (Isakson-Murphy)
Electronic Delivery of Retirement Plan Information (Neal)
DOL Fiduciary Definition
401(k) Disclosure","HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",,1467189,0,0,2013-04-18T17:59:24.387000-04:00
1379241,e4fc12f3-7bf0-4473-a499-058ee5abac97,Q1,"WEBSTER, CHAMBERLAIN & BEAN, LLP",40830,NATIONAL ORGANIZATION OF SOCIAL SECURITY CLAIMANTS' REPRESENTATIVES,2013,first_quarter,RET,Social Security issues,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2013-04-18T18:02:28.870000-04:00
1379351,c2b1f48d-b98c-4267-8fe2-8c4f264bb46c,Q1,"BLACKROCK FUNDS SERVICES GROUP, LLC",400534597,BLACKROCK FUNDS SERVICES GROUP LLC,2013,first_quarter,RET,"Issues related to retirement security and savings proposals, stable value funds/book value wrappers, retirement income products, fiduciary standards","Commodity Futures Trading Commission (CFTC),Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),Internal Revenue Service (IRS),Office of the Comptroller of the Currency (OCC),Pension & Welfare Benefits Administration,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,520000,0,0,2013-04-18T18:51:35.937000-04:00
1379512,b76622b0-f3b1-49c7-985a-480d7f4049a3,Q1,ACG ADVOCACY,2057,SOUTHEASTERN PENNSYLVANIA TRANSIT AUTHORITY,2013,first_quarter,RET,Early Retiree Reinsurance Program (ERRP) Overpayment Issues,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2013-04-18T21:14:23.893000-04:00
1379676,ec701229-a1af-4401-be48-f12706b41518,Q1,DEERE & COMPANY,11878,DEERE & COMPANY,2013,first_quarter,RET,"Pension Interest Rate Simplification
PBGC Premium Increase","Agriculture, Dept of (USDA),Commodity Futures Trading Commission (CFTC),Federal Communications Commission (FCC),Federal Reserve System,HOUSE OF REPRESENTATIVES,Office of the Comptroller of the Currency (OCC),Risk Management Agency,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of,White House Office",,550000,0,0,2013-04-19T08:39:08.320000-04:00
1379923,81690c95-1cde-488b-99fd-33d4ee803147,Q1,60 PLUS ASSOCIATION,41988,60 PLUS ASSOCIATION,2013,first_quarter,RET,"Senior Citizens Income Security Act of 2010 (H.R. 5725); legislation to help senior citizens improve their economic well being and restore some of the original promises that were made years ago through Social Security. 
HR 5305, the CPI for Seniors Act of 2010.","HOUSE OF REPRESENTATIVES,Minerals Management Service,SENATE",,34000,0,0,2013-04-19T09:58:39.180000-04:00
1380061,14129e51-dbd9-4999-a898-606a4f0ac0af,Q1,DEAN FOODS COMPANY,58396,DEAN FOODS COMPANY,2013,first_quarter,RET,Multiemployer Pension Reform and support for the recommendations of the National Coordinating Committee for Multiemployer Plans Retirement Security Review Commission,"HOUSE OF REPRESENTATIVES,SENATE",,60000,0,0,2013-04-19T10:21:29.940000-04:00
1380088,3ef39b66-9b9f-4dfa-848e-5c86dccd6831,Q1,AIR LINE PILOTS ASSOCIATION,580,AIR LINE PILOTS ASSOCIATION,2013,first_quarter,RET,Pilot Pension Issues.,"Defense, Dept of (DOD),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,SENATE,State, Dept of (DOS),Transportation, Dept of (DOT)",,420000,0,0,2013-04-19T10:25:43.453000-04:00
1380162,a6be819e-5d0b-427c-8978-11e1bf87ce67,Q1,STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES,83854,STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES,2013,first_quarter,RET,Retirement savings incentives,"Commodity Futures Trading Commission (CFTC),Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,HOUSE OF REPRESENTATIVES,Office of the Comptroller of the Currency (OCC),Office of Thrift Supervision (OTS),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,160000,0,0,2013-04-19T10:34:07.743000-04:00
1380331,e245b25d-acbd-4fbc-bfef-eeaadc33085a,Q1,"UNITED AUTOMOBILE, AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS",39052,UNITED AUTOMOBILE AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS,2013,first_quarter,RET,Pension Funding legislation; PBGC issues; Social Security benefits:  chained CPI and raising cap on income.,"Education, Dept of,Environmental Protection Agency (EPA),Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Office of Management & Budget (OMB),Pension Benefit Guaranty Corporation (PBGC),SENATE,State, Dept of (DOS),U.S. Trade Representative (USTR),White House Office",,600000,0,0,2013-04-19T10:50:20.043000-04:00
1380391,355ecd04-cd67-4b41-abb1-b5eb6e4e0839,Q1,THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY,29607,THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY,2013,first_quarter,RET,"See attachment.RET  First Quarter Report - 2013

S. 676: Identity Theft and Tax Fraud Prevention Act of 2013. Issue: Death Master File.

S. Con. Res. 12: Resolution on Retirement Savings Incentives. Issue: retirement security. 

H.R. 837: Savings for American Families' Future Act of 2013. Issue: retirement security.

H.R. 466  Social Security Death Master File Privacy Act.  Issue: restrict access to Social Security Death Master File.

S. 606  Shrinking Emergency Account Losses Act. Issue: limits borrowing from 401(k) plan.","HOUSE OF REPRESENTATIVES,SENATE",,1090000,0,0,2013-04-19T10:57:48.070000-04:00
1380410,68982886-5078-4c32-a9d8-44ccf702c8cc,Q1,NESTLE USA,29037,NESTLE USA,2013,first_quarter,RET,General pension issues,"Agriculture, Dept of (USDA),Environmental Protection Agency (EPA),Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",,682000,0,0,2013-04-19T11:00:55.957000-04:00
1380505,3c49bc83-09a6-45ef-8368-9e3a0d272784,Q1,WORLDATWORK,400263208,WORLDATWORK,2013,first_quarter,RET,Shrinking Emergency Account Losses Act 2013 (S. 606); 401(k) plans; Other employer sponsored plan issues; Financial literacy and education issues,"Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,15705,0,0,2013-04-19T11:08:30.750000-04:00
1381038,b8122932-ad1b-4956-83da-ec8bea3783ac,Q1,"PRINTING INDUSTRIES OF AMERICA, INC.",32203,PRINTING INDUSTRIES OF AMERICA INC,2013,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),Postal Rate Commission,Postal Regulatory Commission,SENATE,State, Dept of (DOS),Treasury, Dept of,U.S. Postal Service (USPS)",,115076,0,0,2013-04-19T12:12:00.760000-04:00
1381212,9cc01b1c-db6d-4127-8d92-91e304f9f820,Q1,ARNOLD & PORTER KAYE SCHOLER LLP,4301,ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS,2013,first_quarter,RET,Issues related to teacher retirement.,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2013-04-19T12:33:01.540000-04:00
1381376,eedcfce6-279a-4424-be8f-b1373fe7eeeb,Q1,UNITED MINE WORKERS OF AMERICA,39187,UNITED MINE WORKERS OF AMERICA,2013,first_quarter,RET,S 468/HR 980 Coalfield Accountability and Retired Employee Act,"HOUSE OF REPRESENTATIVES,SENATE",,120473,0,0,2013-04-19T12:52:05.210000-04:00
1381631,02046674-196a-4cc2-9fd1-95edadaf5acd,Q1,ALLIANCE FOR RETIRED AMERICANS,67238,ALLIANCE FOR RETIRED AMERICANS,2013,first_quarter,RET,"1. Proposals to change the Social Security annual Cost of Living Adjustment formula
2. Proposals to raise the Social Security normal retirement age
3. Proposals to ""means test"" Social Security benefits 
4. Nomination of the Social Security Commissioner5. H.R. 1030, Consumer Price Index for Elderly Consumers Act of 2013, entire bill
6. H.R. 649, Protecting and Preserving Social Security Act, entire bill
7. S. 500, Keeping Our Social Security Promises Act, entire bill
8. S. 567, Strengthening Social Security Act of 2013, entire bill
9. S. 308, Protecting and Preserving Social Security Act, entire bill
10. Effects of the sequester on the operations of the Social Security Administration","Executive Office of the President (EOP),Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,HOUSE OF REPRESENTATIVES,Office of the Comptroller of the Currency (OCC),SENATE",,70000,0,0,2013-04-19T13:24:34.293000-04:00
1381965,3a88df0c-27d6-437b-bd5f-ead89eb6ce4f,Q1,"K&L GATES, LLP",32098,"CHARLES SCHWAB & CO., INC.",2013,first_quarter,RET,Regulatory issues regarding fiduciary duties with respect to investment and retirement security.,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2013-04-19T13:56:37.157000-04:00
1382165,8a676f94-8921-4ed0-a9ff-7f1575eff4ca,Q1,DAVIS & HARMAN LLP,11674,LINCOLN NATIONAL CORPORATION,2013,first_quarter,RET,Comprehensive pension and retirement savings legislation. Proposals related to electronic disclosure of information.,"HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2013-04-19T14:12:57.350000-04:00
1382167,f46134ef-a8da-48da-88d9-95e20bd24c61,Q1,ARENTFOX SCHIFF LLP,4208,"BITUMINOUS COAL OPERATORS' ASSOCIATION, INC.",2013,first_quarter,RET,Financing of mine worker pension and benefit program,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2013-04-19T14:12:58.693000-04:00
1382220,deaa73ce-5e32-4bed-9851-27fd9b2fa92f,Q1,"FIERCE, ISAKOWITZ & BLALOCK",44812,"DELTA AIR LINES, INC.",2013,first_quarter,RET,Pensions,"HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2013-04-19T14:17:04.407000-04:00
1382767,3211dc49-6e58-49e7-8c94-5822a1d2d70d,Q1,INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS,19822,INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS,2013,first_quarter,RET,The IBEW along with the AFL-CIO lobbied congress against chained CPI for Social Security and means testing,"Energy, Dept of,Export-Import Bank of the United States (EXIM Bank),HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),SENATE",,255763,0,0,2013-04-19T14:56:07.313000-04:00
1382780,9e44797f-89f5-446d-a8fc-fcd302302047,Q1,"OWENS-ILLINOIS, INC",49646,OWENS-ILLINOIS INC,2013,first_quarter,RET,Pension and retirement issues,"Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,SENATE",,155000,0,0,2013-04-19T14:56:10.487000-04:00