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 1511311,9658a5a4-474f-4956-b199-1d2c47c48732,Q1,"BITUMINOUS COAL OPERATORS' ASSOCIATION, INC.",310494,"BITUMINOUS COAL OPERATORS' ASSOCIATION, INC.",2014,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",,58980,0,0,2014-04-01T13:41:34.257000-04:00 1511524,70e6d78f-4ea1-44f7-9a3f-083447f81193,Q1,PETER TURZA,401103236,"ABF FREIGHT SYSTEMS, INC.",2014,first_quarter,RET,"Issues with multiemployer pension plans and the obligations of contributing employers to such plans involving ERISA, MPPAA and the PPA.","HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE",50000,,0,0,2014-04-02T15:36:38.590000-04:00 1511535,b72beda3-85a5-4254-87d1-1033bcfa1382,Q1,NATIONAL LEAGUE OF POSTMASTERS,69297,NATIONAL LEAGUE OF POSTMASTERS,2014,first_quarter,RET,Federal Retirement and other general benefit issues.,"HOUSE OF REPRESENTATIVES,Postal Regulatory Commission,SENATE,U.S. Postal Service (USPS)",,20000,0,0,2014-04-02T16:51:47.730000-04:00 1511797,119b331b-16d4-437d-b4ea-caefd55f4d3d,Q1,NATIONAL ASSOCIATION FOR UNIFORMED SERVICES,26615,NATIONAL ASSOCIATION FOR UNIFORMED SERVICES,2014,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",,24493,0,0,2014-04-04T15:20:16.857000-04:00 1511905,d25c0444-8817-4957-931f-751cdbe108e9,Q1,MR. MARK REY,400454181,NATIONAL OLDER WORKERS CAREER CENTER,2014,first_quarter,RET,Assisting retired federal workers secure new employment opportunities,"HOUSE OF REPRESENTATIVES,SENATE,U.S. Forest Service",6000,,0,0,2014-04-05T18:58:06.167000-04:00 1513138,7c90f39f-0ecd-4614-82b9-b869dbb4a3f9,Q1,"LAWRENCE J. ROMANS & ASSOCIATES, LLC",61072,CHARLES SCHWAB & CO INC,2014,first_quarter,RET,Regulations on Money Market Funds; Department of Labor regulations on Fiduciary Duty for retirement plans,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2014-04-09T16:16:54.373000-04:00 1513216,22d75eaf-430f-4c75-aad7-37a16dddf306,Q1,TIMOTHY JAMES,401101071,GROSSMANHEINZ ON BEHALF OF INTERNATIONAL UNION OF OPERATING ENGINEERS,2014,first_quarter,RET,"Pension Reform legislation to extend expiring Pension Protection Act, and to provide pension trustees additional tools to address underfunded multi-employer pension plans in order to protect benefits","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2014-04-09T19:00:16.200000-04:00 1513234,d1e03c99-fcee-48df-bf27-606fc580e1c2,Q1,TREA SENIOR CITIZENS LEAGUE,38426,TREA SENIOR CITIZENS LEAGUE,2014,first_quarter,RET,"Social Security Notch Reform: H.R. 155 and S. 90, Consumer Price Index for the Elderly: H.R. 1030 and H.R. 1585 and H.R. 2154, Anti U.S. Mexico Totalization/No Social Security for Illegal Work: H.R. 2745 and S. 767, Social Security Protection: H.R. 1031 and H.R. 1275 and S. 110 and H.R. 1517, Social Security Reform: H.R. 649 and H.R. 1029 and H.R. 1795 and H.R. 3118 and S. 308 and S. 500 and S. 567 and S. 896.","HOUSE OF REPRESENTATIVES,SENATE",,40000,0,0,2014-04-10T08:48:29.450000-04:00 1513331,db2378b5-fba9-49a5-b463-d076a3461aee,Q1,UNIVERSITY OF IOWA,49191,UNIVERSITY OF IOWA,2014,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)",,85562,0,0,2014-04-10T10:24:07.750000-04:00 1513570,a03f4a1f-528a-47f0-a0d4-f52419687417,Q1,THE MATHIS HARPLE GROUP,322911,NEW ENGLAND TEAMSTERS & TRUCKING INDUSTRY PENSION FUND,2014,first_quarter,RET,Pension Reform Legislation,"HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2014-04-10T14:45:43.903000-04:00 1513647,f700a44b-28ca-46f3-bc16-9323a4c215d7,Q1,NATIONAL CONFERENCE ON PUBLIC EMPLOYEE RETIREMENT SYSTEMS,286291,NATIONAL CONFERENCE ON PUBLIC EMPLOYEE RETIREMENT SYSTEMS,2014,first_quarter,RET,Secure Choice Pensions,"HOUSE OF REPRESENTATIVES,SENATE",,15000,0,0,2014-04-10T15:55:17.390000-04:00 1513668,8d66da78-3cf8-4780-ad94-7290454ad919,Q1,XEROX CORPORATION,42001,XEROX CORPORATION,2014,first_quarter,RET,"H.J. Res. 59 - 2014 Continuing Appropriations Resolution; PBGC Premiums S. 2149 - Emergency Unemployment Compensation Extension Act of 2014; Pension Funding Provisions -- MAP-21 Extension","Commerce, Dept of (DOC),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Intl Trade Administration (ITA),Natl Security Council (NSC),SENATE,State, Dept of (DOS),Treasury, Dept of,U.S. Customs & Border Protection,U.S. Trade Representative (USTR),White House Office",,340000,0,0,2014-04-10T16:10:25.550000-04:00 1513752,91b32ad4-1726-44d2-9cc5-2ae4260a1cd8,Q1,ALLIED PILOTS ASSOCIATION,40046359,ALLIED PILOTS ASSOCIATION,2014,first_quarter,RET,TAX AND PENSION PLAN ISSUES,"Federal Aviation Administration (FAA),HOUSE OF REPRESENTATIVES,SENATE,State, Dept of (DOS),Transportation, Dept of (DOT)",,110000,0,0,2014-04-10T17:32:00.707000-04:00 1513761,f8f0bff0-9131-4384-a3b6-81247adf1e2a,Q1,COVINGTON & BURLING LLP,11195,WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST,2014,first_quarter,RET,Multiemployer pension funding legislation.,"Commerce, Dept of (DOC),HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE",80000,,0,0,2014-04-10T18:14:07.797000-04:00 1513880,6120af3f-f4c5-4cc4-8140-c25862f0b32c,Q1,KPMG LLP,21893,KPMG LLP,2014,first_quarter,RET,"Draft bill by Cong. Nunes/Burr regarding Public Employee Pension Transparency; Definition of fiduciary, S. 273. Appraisals of ESOPs, DOL Fiduciary Rule, S. 273/HR 2041.","Government Accountability Office (GAO),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Securities & Exchange Commission (SEC),SENATE",,440000,0,0,2014-04-11T10:07:56.317000-04:00 1514737,9c6193d2-201b-46fd-80b8-0dcb6718d27f,1T,"THE NICKLES GROUP, LLC",293335,AMERICAN COUNCIL OF LIFE INSURERS (ACLI),2014,first_quarter,RET,"S. 1859, Tax Extenders Act, issues related to tax reform and the taxation of insurance companies and their products. Issues related to tax reform.","HOUSE OF REPRESENTATIVES,SENATE",45000,,0,1,2014-04-14T11:10:25.110000-04:00 1514742,121e73b1-e67e-4338-8796-edd96c3b378d,Q1,MR. DONALD KANIEWSKI,322693,LABORERS INTERNATIONAL UNION OF NORTH AMERICA,2014,first_quarter,RET,Lobbied in support of reforming multi-employer pension plans.,"HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT)",45000,,0,0,2014-04-14T11:13:22.407000-04:00 1515018,f7fc119e-2837-4794-b046-addd5df43dec,Q1,"LUSSIER, GREGOR, VIENNA & ASSOCIATES",40065,CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM,2014,first_quarter,RET,General support for the current Social Security system; including opposition to mandatory Social Security coverage for state and local public employees and possible amendments to the Government Pension Offset (GPO) and the Windfall Elimination Provision (WEP) of the Social Security system.,"HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",10000,,0,0,2014-04-14T13:14:46.423000-04:00 1515031,e5846346-aaff-4d7a-8068-e9189efaf54c,Q1,"LUSSIER, GREGOR, VIENNA & ASSOCIATES",40065,COALITION TO PRESERVE RETIREMENT SECURITY,2014,first_quarter,RET,General support for Social Security; including specific opposition to mandatory coverage for state and local government employees.,"HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2014-04-14T13:23:50.283000-04:00 1515067,edf652da-e333-414b-b2a0-7e3c82bd0763,Q1,"LUSSIER, GREGOR, VIENNA & ASSOCIATES",40065,RETIRED STATE COUNTY & MUNICIPAL EMPLOYEES OF MASSACHUSETTS ASSOCIATION,2014,first_quarter,RET,Support for legislation that would repeal or modify the Government Pension Offset (GPO) and/or the Windfall Elimination Provision (WEP) sections of the Social Security Act.,"HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2014-04-14T13:39:02.767000-04:00 1515253,a755e22b-566a-478c-b853-da08f8cc5d4c,Q1,"CORNERSTONE GOVERNMENT AFFAIRS, INC.",75557,CUSTODIA FINANCIAL,2014,first_quarter,RET,monitor the issues related to retirement plans.,"HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2014-04-14T14:43:04.407000-04:00 1516006,8c0e6a3b-f6c3-40d3-b9e3-e47fb6e00181,Q1,"FORSCEY, PLLC",52880,BITUMINOUS COAL OPERATORS ASSOCIATION,2014,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. Work on H.R. 2918, the Coal Healthcare and Pensions Protection Act of 2013.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE",30000,,0,0,2014-04-15T10:13:53.043000-04:00 1516020,cc5dc76f-5cfa-4d70-ac49-ddc474b2c05c,Q1,"FORSCEY, PLLC",52880,CONSOL ENERGY INC,2014,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. Work in support of H.R. 2918, Coal Health Care and Pensions Protection Act.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE",20000,,0,0,2014-04-15T10:14:56.573000-04:00 1516034,38579e38-eb7a-4439-875a-de2e8c8582ea,2T,"FORSCEY, PLLC",52880,CONSOL ENERGY INC,2014,second_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. Work in support of H.R. 2918, Coal Health Care and Pensions Protection Act.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE",,,0,1,2014-04-15T10:17:02.060000-04:00 1516290,34c59be2-08d2-42a1-930a-03100c43d54c,Q1,DAVID FUNDERBURK,43491,TREA SENIORCITIZENS LEAGUE,2014,first_quarter,RET,"Social Security Notch Reform: HR 155 and S.90; Consumer Price Index for the Elderly: HR 1030, HR 1585 and HR 2154: Anti- U.S-Mexico Tatalization/No Social Security for Illegal Work: HR 2745 and S. 767; Social Security Protection HR 1031 and HR 1275 and S. 110 and HR 1517; Social Security Reform: HR 649, HR 1029, HR 1795 and HR 3118 and S. 308, S. 500, S.567 and S.896","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2014-04-15T11:10:39.247000-04:00 1516401,63112091-d2ad-4567-9f65-59a795962091,Q1,"NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC.",26980,"NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC.",2014,first_quarter,RET,Social Security Fairness Act; Windfall Elimination Provision; Government Pension Offset; Pension Protection Act,"HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Justice, Dept of (DOJ),SENATE",,40000,0,0,2014-04-15T11:41:13.527000-04:00 1516496,753b0b46-f039-4ec0-91c2-2d6d4a729d4c,Q1,"HECHT LATHAM SPENCER & ASSOCIATES, INC., FORMERLY KNOWN AS HECHT SPENCER & ASSOC",17966,BOY SCOUTS OF AMERICA,2014,first_quarter,RET,"H.R. 2134 - Charitable Pension Flexibility Act of 2013 - provisions relating to definition of employer charity pension plans; S. 1302 - Cooperative and Small Employer Charity Pension Flexibility Act - same issue as above.","HOUSE OF REPRESENTATIVES,SENATE",45000,,0,0,2014-04-15T12:01:38.560000-04:00 1516572,5063f2d6-3d67-403d-9448-6c2dcba491b8,Q1,INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS,19753,INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS,2014,first_quarter,RET,"Efforts to undermine public pensions, including HR 1628, S.779, and S.1270 Pension cuts for federal employees","Agriculture, Dept of (USDA),Commerce, Dept of (DOC),Federal Communications Commission (FCC),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),SENATE,White House Office",,101000,0,0,2014-04-15T12:23:00.730000-04:00 1516615,ffa6aa17-e81f-4e62-9eca-a06129fc12d3,Q1,VENABLE LLP,39941,"ASSOCIATION OF FOOD AND DAIRY RETAILERS, WHOLESALERS AND MANUFACTURERS",2014,first_quarter,RET,Proposals that would impact funding rules applicable to multiemployer pension plans.,"HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE",80000,,0,0,2014-04-15T12:54:12.793000-04:00 1516700,6f1f9749-ae72-4a61-9acb-3f7b2ed1e03d,Q1,"BUILDING AND CONSTRUCTION TRADES DEPT., AFL-CIO",7383,BUILDING AND CONSTRUCTION TRADES DEPT AFL-CIO,2014,first_quarter,RET,Multi Employer Pension Reform - Lobbied to promote and identify effective ways to ensure retirement security for workers through multi employer pension plans. No bill.,"Advisory Council on Historic Preservation (ACHP),Energy, Dept of,HOUSE OF REPRESENTATIVES,SENATE,White House Office",,180000,0,0,2014-04-15T13:43:45.230000-04:00 1516761,c1f58a8b-b535-4422-9b2c-5e76238ae31b,Q1,SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN,35068,SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN,2014,first_quarter,RET,"Support Partnership for Multiemployer Retirement Security Submitted statement to House Education and Workforce Committee Subcommittee for hearings on Multi Employer Pension Plans address issues related to the Pension Protection ActStatement submitted for record: Support reform to create stronger employment and tax laws at state and federal level with more effective enforcement to eliminate possible payroll fraud and worker misclassification in construction industry Support ""Solutions Not Bailouts"" proposal for multiemployer pension plan reform","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2014-04-15T14:04:03.683000-04:00 1516781,c51ae9e6-c928-4897-8a9e-2e4b2f7709a3,Q1,CAPITOL COUNSEL LLC,313715,PRINCIPAL FINANCIAL GROUP,2014,first_quarter,RET,"S.606: Shrinking Emergency Account Losses Act of 2013- Amends the Internal Revenue Code, with respect to loans made from a qualified employer plan to: (1) extend the period for repayment of loans if a plan terminates or a plan participant becomes unemployed, and (2) prohibit plans from allowing the use of credit cards or similar arrangements to access loan amounts. DOL and SEC proposed rules to amend the definition of fiduciary. HR 2374: Retail Investor Protection Act of 2013-Amends the Securities Exchange Act of 1934 to provide protections for retail costumers and for other purposes. Also defines the circumstances under which an individual is considered a fiduciary.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",30000,,0,0,2014-04-15T14:08:09.167000-04:00 1516950,6d2e8988-6a39-4e88-98b8-50bda39e003d,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,2014,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 and annual statement projecting the monthly income that would be generated if the account balance were amortized at 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.,"Commodity Futures Trading Commission (CFTC),HOUSE OF REPRESENTATIVES,Risk Management Agency,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,590000,0,0,2014-04-15T15:03:35.817000-04:00 1516968,84cdf78e-d52b-4961-aefb-97518d2a9539,Q1,"THE KEELEN GROUP, LLC",323114,NATIONAL EDUCATION ASSOCIATION OF THE U S,2014,first_quarter,RET,"Monitored and lobbied on the following entire bills: S.896, the Social Security Fairness Act","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2014-04-15T15:09:15.573000-04:00 1517273,68812a59-bf72-4f4f-ba73-a8d8d2ff7122,Q1,NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE,27467,NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE,2014,first_quarter,RET,"Consumer Price Index for Elderly Consumers. H.R. 649, H.R. 1030, S. 308, S. 567, S. 1028, H.R. 3118: provisions establishing a consumer price index of elderly consumers (CPI-E) for the computation of cost-of-living adjustments for Social Security benefits. Chained CPI. H. Con. Res. 34 and S. Con. Res. 15: provision expressing the sense of the Congress that the chained CPI not bebe used to calculate Social Security cost-of-living adjustments. Social Security Privatization. (No bill.) Proposals to convert Social Security to a system of private investment accounts. Social Security Benefits. (No bill.) Proposals requiring progressive indexing, modifying cost-of-living adjustments, and increasing the Social Security retirement age. Annual Social Security Statements. (No bill.) Proposal for the restoration of mailing 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, H.R. 3118: provisions raising the amount of wages subject to payroll taxes. Womens Social Security Improvements and Protections. (No bill.) Proposals safeguarding and improving benefit equity for women, including improving survivor benefits; providing Social Security credits for caregiving; enhancing the special minimum benefit; equalizing rules for disabled and working widows; restoring student benefits; improving benefits for disabled children; strengthening the cost-of-living adjustments; increasing the basic benefit; and equalizing benefits for same-sex married couples. Social Security Benefits. H.R. 1374: provisions to strengthen the Social Security special minimum benefit; to increase benefits after 20 years of eligibility; to reinstate the students benefit; and to increase the Social Security tax rate. Social Security Equality. H.R. 3050: proposal 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 leadership transition at the Social Security Administration. 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 legislation recommending policy options through Congress. The Older Americans Act Amendments of 2013. S. 1028: provisions related to the reauthorization of the Older Americans Act. Defense of Marriage Act. (No bill.) Proposals implementing the U.S. Supreme Courts decision in United States v. Windsor invalidating portions of the Defense of Marriage Act (P.L. 104-199) relating to marriage equality and eligibility for Social Security benefits. Social Security Service Delivery. (No bill). Proposals by the Social Security Administration to revise its policy regarding the manner in which it provides certain services to the public and to seniors. Social Security Program Integrity. H.R. 4090, the Social Security Fraud and Error Prevention Act of 2014: proposal to improve the Social Security Administrations ability to fight fraud, prevent errors and protect the Social Security Trust Funds.","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,Justice, Dept of (DOJ),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.",,220000,0,0,2014-04-15T16:49:27.027000-04:00 1517359,eba851df-0394-411b-aa84-5bc24bbc39ff,Q1,VENABLE LLP,39941,WESTMORELAND COAL COMPANY,2014,first_quarter,RET,Issues related to the status of Coalfield Accountability and Retired Employee Act (CARE Act) and Coal Healthcare and Pensions Protection Act of 2013.,"HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2014-04-15T17:18:45.277000-04:00 1517362,dc496744-d47f-4a08-b5b3-2076d00acca8,Q1,WORLDATWORK,400263208,WORLDATWORK,2014,first_quarter,RET,Automatic IRA Act 2013 (H.R. 2035); Retirement Plan Simplification and Enhancement Act 2013 (H.R. 2117); Lifetime Income Disclosure Act (H.R. 2171/S. 1145); Shrinking Emergency Account Losses Act 2013 (S. 606); 401(k) plans; Other employer sponsored plan issues; Healthy Lifestyles and Prevention (HELP) America Act (S. 39); Secure Annuities for Employee Retirement (SAFE) Act 2013 (S.1270); 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",,,0,0,2014-04-15T17:19:46.073000-04:00 1517670,974818a5-73d3-47a0-a54f-739ce041e9da,Q1,AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS,2640,AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS,2014,first_quarter,RET,"Public Employee Pension Transparency Act, HR 1682/S 799; Appraisals of ESOPs, DOL Fiduciary Rule S. 273/HR 2041; USA Retirement Funds Act, S 1979","Agriculture, Dept of (USDA),Financial Crimes Enforcement Network (FinCEN),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),SENATE,Treasury, Dept of",,1040000,0,0,2014-04-16T08:58:44.507000-04:00 1517999,b9cbbe13-076b-4422-98e8-cffdb6e11d56,Q1,COVINGTON & BURLING LLP,11195,"JOHN HANCOCK LIFE INSURANCE COMPANY (USA) (FKA JOHN HANCOCK FIN. SERVICES, INC.)",2014,first_quarter,RET,Retirement plan fee disclosure; fiduciary definition,"HOUSE OF REPRESENTATIVES,SENATE",70000,,0,0,2014-04-16T10:18:33.007000-04:00 1518015,a326726c-4f21-466b-a9a7-29f309c1a5e8,Q1,COVINGTON & BURLING LLP,11195,UNISYS CORPORATION,2014,first_quarter,RET,Pension issues.,"HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2014-04-16T10:19:37.710000-04:00 1518283,2a8821df-dc43-475b-8fe1-9616ffe2dab6,Q1,FLEET RESERVE ASSOCIATION,14781,FLEET RESERVE ASSOCIATION,2014,first_quarter,RET,"S. 234/HR 303/HR 333, Concurrent Receipt; HR 1360, Final months pay; HR 3310, Financial protections for retirees; S. 1977/ S. 1869/S. 1950/S. 1982/HR 3789/S. 1963/S. 1856/S. 25, repeal one-percent COLA cut.","Defense, Dept of (DOD),HOUSE OF REPRESENTATIVES,SENATE,U.S. Coast Guard (USCG),Veterans Affairs, Dept of (VA)",,162500,0,0,2014-04-16T11:20:00.727000-04:00 1518378,bcee1983-10ce-4cdf-951e-fbc4dd29677a,Q1,THE INGRAM GROUP LLC,400577737,RYMAN HOSPITALITY PROPERTIES,2014,first_quarter,RET,Issues related to pensions.,SENATE,20000,,0,0,2014-04-16T11:38:30.883000-04:00 1518673,ad8674e4-15c3-4962-823e-40f0691ec1fc,Q1,COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES,40015118,COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES,2014,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,Internal Revenue Service (IRS),Labor, Dept of (DOL),Natl Labor Relations Board (NLRB),SENATE,Small Business Administration (SBA),Treasury, Dept of,White House Office",,50000,0,0,2014-04-16T12:45:43.287000-04:00 1518696,b7526410-f529-474b-858a-82627b6c6ba1,Q1,TRANSPORTATION COMMUNICATIONS NATIONAL UNION/IAM (FKA TRANSPORTATION COMMUNICATI,38368,TRANSPORTATION COMMUNICATIONS NATIONAL UNION/IAM (FKA TRANSPORTATION COMMUNICATI,2014,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)",,250000,0,0,2014-04-16T12:49:48.587000-04:00 1518973,5b4bb0a4-3919-42e2-9044-906cb95c35a5,Q1,INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS,19822,INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS,2014,first_quarter,RET,"The IBEW lobbied Congress in support of a plan, developed by the National Coordinating Committee for Multiemployer Plans (NCCMP), which would improve and strengthen the multiemployer defined benefit pension plan system. The plan, though not yet developed as formal legislation, consists of proposals to strengthen the current system, financial measures for deeply troubled plans, and the creation of new structures to foster innovative plan designs.","Energy, Dept of,Environmental Protection Agency (EPA),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",,289639,0,0,2014-04-16T14:03:21.380000-04:00 1519047,ba0dfd44-548d-4c3e-a9c3-147970b8f767,Q1,AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES,3481,AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES,2014,first_quarter,RET,"S. Con. Res. 12, S. 606, S 952, S. 1145, S. 1270, S1302, S.1970, S.1979, H.R. 837, H.R. 2035, H.R. 2117, H.R.2171, H.R. 2374, H.R.4275.","HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,430357,0,0,2014-04-16T14:14:41.100000-04:00 1519334,0e662f5d-a964-4b7d-9845-1fdee65a3e81,Q1,"UNITED AUTOMOBILE, AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS",39052,UNITED AUTOMOBILE AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS,2014,first_quarter,RET,Pension Funding legislation; Pension fund discloure issues; Social Security Strengthening Social Security Act of 2013 (H.R. 3118/S. 567) - Rep Sanchez and Chairman Harkin; USA Retirement Fund Act; Chained CPI.,"Education, Dept of,Energy, 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),SENATE,State, Dept of (DOS),U.S. Trade Representative (USTR),White House Office",,677000,0,0,2014-04-16T14:50:16.413000-04:00 1519409,8153c982-bed9-4068-aaa2-812815ff3830,Q1,"CASSIDY & ASSOCIATES, INC.",8453,SOCIETY OF ACTUARIES,2014,first_quarter,RET,General legislative issues related to the actuarial profession.,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2014-04-16T14:57:26.223000-04:00 1519497,cf251979-64f0-4a8c-ab02-5be73c5e6ef0,1A,"UNITED AUTOMOBILE, AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS",39052,UNITED AUTOMOBILE AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS,2014,first_quarter,RET,Pension Funding legislation; Pension fund discloure issues; Social Security Strengthening Social Security Act of 2013 (H.R. 3118/S. 567) - Rep Sanchez and Chairman Harkin; USA Retirement Fund Act; Chained CPI.,"Education, Dept of,Energy, 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),SENATE,State, Dept of (DOS),U.S. Trade Representative (USTR),White House Office",,677000,0,0,2014-04-16T15:10:20.427000-04:00 1519751,d39744e7-c9db-4bf6-9881-8594cc0d75bc,Q1,WHIRLPOOL CORPORATION,41168,WHIRLPOOL CORPORATION,2014,first_quarter,RET,"PBGC rate increases, pension stabalization, and the PBGC. H.J.Res 59 - Continuing Appropriations Resolution, 2014","Commerce, Dept of (DOC),HOUSE OF REPRESENTATIVES,Intl Trade Administration (ITA),SENATE,U.S. Trade Representative (USTR)",,380000,0,0,2014-04-16T15:53:12.723000-04:00 1519779,53289a4f-a097-46f2-a546-ac84922abe8b,Q1,THE ARC OF THE UNITED STATES,4174,ARC OF THE UNITED STATES,2014,first_quarter,RET,"Improvements to Title II and Title XVI for people with disabilities.Issues regarding the future of disability policy. Supplemental Security Income program issues, provisions dealing with persons with disabilities. Social Security Disability 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. Solvency of the Social Security Trust funds. Disability claims processing. Protecting and Preserving Social Security Act, S. 308, H.R. 649. Strengthening Social Security Act, S. 567, H.R. 3118. Change in SSA Field Office operations. SSI Restoration Act, S. 2089.","Centers For Medicare and Medicaid Services (CMS),Education, Dept of,Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),Justice, Dept of (DOJ),Labor, Dept of (DOL),Natl Economic Council (NEC),Office of Management & Budget (OMB),SENATE,Social Security Administration (SSA),White House Office",,50000,0,0,2014-04-16T15:58:20.537000-04:00 1519800,494f0537-63b6-49d3-b66d-ccbc945d5950,Q1,UPS (UNITED PARCEL SERVICE),39223,UPS (UNITED PARCEL SERVICE),2014,first_quarter,RET,Multi-employer Pension Reform,"Commerce, Dept of (DOC),Federal Aviation Administration (FAA),Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Natl Institute of Standards & Technology (NIST),Pension Benefit Guaranty Corporation (PBGC),SENATE,State, Dept of (DOS),Transportation Security Administration (TSA),Treasury, Dept of,U.S. Customs & Border Protection,U.S. Trade Representative (USTR),Veterans Affairs, Dept of (VA),White House Office",,3044992,0,0,2014-04-16T16:00:25.897000-04:00 1519925,fdefa058-d7ef-427c-b48d-a76501c3bde2,Q1,AMERICAN COUNCIL OF LIFE INSURERS,2115,AMERICAN COUNCIL OF LIFE INSURERS,2014,first_quarter,RET,"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.S. 606 Shrinking Emergency Account Losses Act. Issue: limits borrowing from 401(k) plan. H.R. 2035: Automatic IRA Act of 2013. Issue: retirement security H.R. 2117: Retirement Plan Simplification and Enhancement Act of 2013. Issue: retirement security H.R. 837: Saving for American Families Future Act of 2013. Issue: Savers credit enhancement S. 1145/H.R. 2171: Lifetime Income Disclosure Act. Issue: lifetime income illustration S. 1270: Secure Annuities for Employee (SAFE) Act. Issue: retirement security H.R. 8 The American Taxpayer Relief Act of 2012. Issue: Long-Term Care, repeal of the CLASS Act, LTC Commission S.1979: Universal, Secure, Adaptable Retirement Funds Act. Issue: retirement security H.R. 2171: Retirement Security Act of 2014. Issue: retirement security","HOUSE OF REPRESENTATIVES,SENATE",,1511000,0,0,2014-04-16T16:18:54.817000-04:00 1519993,8158b4c1-adc2-4932-a1fb-bb8f78ec1065,Q1,"CAVAROCCHI RUSCIO DENNIS ASSOCIATES, L.L.C.",8511,NATIONAL ASSOCIATION OF PUBLIC HEALTH STATISTICS AND INFORMATION SYSTEMS,2014,first_quarter,RET,"No Bill #, Social Security Administration Death Master File; electronic death registration systems HR4053, Improper Payments Elimination & Recovery Act S. 676, Identity Theft & Tax Fraud Prevention Act of 2013 H.R. 2720 Alexis Agin Identity Theft Protection Act of 2013HJ Res 59 Continuing Appropriation Resolution, 2014","Centers For Disease Control & Prevention (CDC),Commerce, Dept of (DOC),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,,0,0,2014-04-16T16:38:17.507000-04:00 1520009,681c6d88-5a3d-479f-8c18-09b627e12dd2,Q1,INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS,19775,INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS,2014,first_quarter,RET,"Multiemployer Pension Reform (No Bill Number) Charitable and Small Employer Pensions (S. 1302)","HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE,Tennessee Valley Authority (TVA),White House Office",,400000,0,0,2014-04-16T16:44:22.897000-04:00 1520292,4eac5ef6-21e5-4ecc-b1a2-a3aa2b3deb43,Q1,ULMAN PUBLIC POLICY & FEDERAL RELATIONS,310095,NATIONAL PUBLIC EMPLOYER LABOR RELATIONS ASSOCIATION,2014,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: 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",,,0,0,2014-04-16T17:53:43.677000-04:00 1520687,71e3313e-07d9-4b39-97ea-80d94965ccec,Q1,TREMONT STRATEGIES GROUP LLC (F/K/A ADS VENTURES),90250,PUTNAM INVESTMENTS,2014,first_quarter,RET,"Retirement Security, tax, pensions","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2014-04-17T08:36:04.707000-04:00 1520699,7d743110-cfe4-4888-8b43-f16165dd53b5,Q1,INTERNATIONAL UNION OF OPERATING ENGINEERS,20106,INTERNATIONAL UNION OF OPERATING ENGINEERS,2014,first_quarter,RET,"Pension Reform Legislation, legislation not introduced yet to reauthorize the Pension Protection Act (PPA). Provisions related to technical corrections of PPA; creation of a tool for seriously underfunded multi-employer pension plans to avoid insolvency and turning beneficiaries over to the Pension Benefit Guaranty Corporation; and authorizing the creation of new hybrid multi-employer defined-benefit pension plans.","HOUSE OF REPRESENTATIVES,SENATE",,110000,0,0,2014-04-17T08:50:35.080000-04:00 1520828,abccebd4-c685-4971-9824-19d3b1f1590c,Q1,"CASSIDY & ASSOCIATES, INC.",8453,NCR VOYIX CORPORATION,2014,first_quarter,RET,Federal regulations governing pension plan administration,"HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of,U.S. Trade Representative (USTR)",50000,,0,0,2014-04-17T09:41:09.923000-04:00 1520854,1946ca03-358a-43ec-8785-97d9a99b3698,Q1,JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A),17454,JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A),2014,first_quarter,RET,Retirement security and role of asset managers,"HOUSE OF REPRESENTATIVES,SENATE",,670000,0,0,2014-04-17T09:49:17.597000-04:00 1520856,a35ac5ee-491f-4c87-8e32-90ed3743876f,Q1,AIR LINE PILOTS ASSOCIATION,580,AIR LINE PILOTS ASSOCIATION,2014,first_quarter,RET,Pilot Pension Issues.,"Defense, Dept of (DOD),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT)",,490000,0,0,2014-04-17T09:49:26.487000-04:00 1520913,fd45950c-4bcf-473c-918e-f026cf2f330e,Q1,"WILLIAMS AND JENSEN, PLLC",41454,TRANSAMERICA COMPANIES (FORMLY AEGON),2014,first_quarter,RET,Legislation impacting retirement plans,"HOUSE OF REPRESENTATIVES,SENATE",70000,,0,0,2014-04-17T09:58:30.863000-04:00 1520941,5376a86e-5399-4cf1-8303-4cfe2836bc1b,Q1,THE TIMKEN COMPANY,38153,TIMKEN COMPANY,2014,first_quarter,RET,"Defined Benefit Plans Defined Contribution Plans - 401(k) Pension Protection Act Pension Funding Issues","HOUSE OF REPRESENTATIVES,SENATE",,51000,0,0,2014-04-17T10:01:38.237000-04:00 1520960,62128107-fcb7-4d33-b010-82f37ee02e45,Q1,UNITED ASSN OF JOURNEYMEN & APPRENTICES OF THE PLUMBING & PIPEFITTING INDUSTRY,39041,UNITED ASSN OF JOURNEYMEN & APPRENTICES OF THE PLUMBING & PIPEFITTING INDUSTRY,2014,first_quarter,RET,- Funding provisions of Pension Protection Act of 2006 (Pub. L. 109-208) and long-term health of multiemployer plans.,"Environmental Protection Agency (EPA),Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of,White House Office",,100000,0,0,2014-04-17T10:04:44.707000-04:00 1520969,b03aaf4b-2d64-4bc0-b60d-e51786521917,Q1,"WILLIAMS AND JENSEN, PLLC",41454,ARCH COAL,2014,first_quarter,RET,"H.R. 980, S. 468. Pension and health care issues imapcting coal industry. HR 2627","HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2014-04-17T10:05:45.393000-04:00 1521024,eb04fb01-7524-48f9-9521-b77f3a9937c4,Q1,CLOAKROOM ADVISORS LLC,401103204,CASSIDY & ASSOCIATES ON BEHALF OF SOCIETY OF ACTUARIES,2014,first_quarter,RET,General legislative issues related to the actuarial profession,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2014-04-17T10:16:36.517000-04:00 1521036,527c35a3-394f-4749-b887-92df444a815e,Q1,"WILLIAMS AND JENSEN, PLLC",41454,VERSO CORPORATION (FORMERLY KNOWN AS NEWPAGE CORPORATION),2014,first_quarter,RET,Defined benefit legislation,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2014-04-17T10:19:07.440000-04:00 1521100,c0532ef2-be61-4123-9320-ca2fe1c1b298,Q1,"CROSSROADS STRATEGIES, LLC",400531586,AICPA ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS,2014,first_quarter,RET,"H.R.2041/S.273, To modify the definition of fiduciary under the Employee Retirement Income Security Act of 1974 to exclude appraisers of employee stock ownership plans; S.1979, USA Retirement Funds Act; retirement issues.","HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2014-04-17T10:24:25.347000-04:00 1521116,58a8c7b2-87de-4c19-89ba-acd2c3deab2b,Q1,FINANCIAL SERVICES INSTITUTE,400712136,FINANCIAL SERVICES INSTITUTE,2014,first_quarter,RET,"Automatic IRA Act of 2013 (H.R. 2035) THE SECURE ANNUITIES FOR EMPLOYEE (SAFE) RETIREMENT ACT OF 2013 UNIVERSAL, SECURE, AND ADAPTABLE (USA) RETIREMENT FUNDS ACT OF 2014 (S. 1979) RETIREMENT PLAN SIMPLIFICATION AND ENHANCEMENT ACT OF 2013","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE",,168125,0,0,2014-04-17T10:26:30.847000-04:00 1521123,4d67ee0f-1fef-4e58-848b-bd1675d619b6,Q1,"WINGS GLOBAL PARTNERS L,L,C.",401103277,THE LIVINGSTON GROUP ON BEHALF OF US AIRLINE PILOTS ASSOCIATION,2014,first_quarter,RET,"HR 2697 ;Airline Pilot Pension Fairness Act, to provide equal treatment under the law to all pilots.. that have loss DB pension plans/",HOUSE OF REPRESENTATIVES,,,0,0,2014-04-17T10:27:40.503000-04:00 1521163,f1811d83-e2df-4edf-88ef-a8135341c180,Q1,"LAND O'LAKES, INC.",22110,LAND O'LAKES INC,2014,first_quarter,RET,Relief for failing multiemployer pension plans (support),"Agriculture, Dept of (USDA),Food & Drug Administration (FDA),HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE,U.S. Agency for International Development (USAID),U.S. Trade Representative (USTR)",,370000,0,0,2014-04-17T10:33:44.923000-04:00 1521381,a483e6b1-825e-4ad2-a7b1-d4ca1ff147f7,Q1,NATIONAL EDUCATION ASSOCIATION,27731,NATIONAL EDUCATION ASSOCIATION,2014,first_quarter,RET,"S. 896 - Social Security Fairness Act of 2013, GPO-WEP","Federal Communications Commission (FCC),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of,White House Office",,645531,0,0,2014-04-17T10:56:48.923000-04:00 1521539,87ecbe1c-f8f3-4096-bd9f-3016429d53fe,Q1,INTERNATIONAL BROTHERHOOD OF BOILERMAKERS,19811,INTERNATIONAL BROTHERHOOD OF BOILERMAKERS,2014,first_quarter,RET,Multi-employer Pension Reform,"Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE",,100000,0,0,2014-04-17T11:10:51.207000-04:00 1521614,365f4eb1-095f-43f2-a3cb-b83ab12f9b4e,Q1,EXELIS INC. (FORMERLY ITT CORPORATION),20287,EXELIS INC. (FORMERLY ITT CORPORATION),2014,first_quarter,RET,House and Senate bills as they pertain to 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),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,State, Dept of (DOS),Treasury, Dept of,U.S. Marines",,380000,0,0,2014-04-17T11:19:07.970000-04:00 1521635,c92e63d1-f7cb-4074-9517-d84e62f6ee6a,Q1,EMERSON,13506,EMERSON,2014,first_quarter,RET,Pension Benefit Guaranty Corporation premiums,"Federal Reserve System,HOUSE OF REPRESENTATIVES,Office of the Vice President of the United States,SENATE",,50000,0,0,2014-04-17T11:20:13.847000-04:00 1521915,fcbb109c-6c0c-4e8f-bc9d-de5c0bf94deb,Q1,FINANCIAL EXECUTIVES INTERNATIONAL,14520,FINANCIAL EXECUTIVES INTERNATIONAL,2014,first_quarter,RET,Retirement plans in tax reform debate; Pension Benefits Guarantee Corporation premium increase; Nondiscrimination testing in pension plans; Preserving the tax treatment of retirement savings; Multiemployer defined benefit pension plan reform,"Commodity Futures Trading Commission (CFTC),Defense, Dept of (DOD),Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,80701,0,0,2014-04-17T11:54:28.423000-04:00 1522123,a1ee2304-b498-4fb8-92b1-f880a7eaae88,Q1,"ALFRED W. CORS, JR",285277,RETIRESAFE,2014,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 the CPI for Seniors Act, H.R. 2154.","Agency for Healthcare Research & Quality (AHRQ),Centers For Medicare and Medicaid Services (CMS),Federal Trade Commission (FTC),Food & Drug Administration (FDA),Government Accountability Office (GAO),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Natl Institutes of Health (NIH),President of the U.S.,SENATE",6600,,0,0,2014-04-17T12:24:25.673000-04:00 1522130,a0e78db9-bae9-483f-b674-99971c5e17e3,Q1,COVINGTON & BURLING LLP,11195,ERISA INDUSTRY COMMITTEE,2014,first_quarter,RET,hybrid plan legislation,SENATE,,,0,0,2014-04-17T12:24:27.347000-04:00 1522269,5413f88b-e988-4b31-b246-47e5585e6ef3,Q1,AK STEEL HOLDING CORPORATION,400326536,AK STEEL HOLDING CORPORATION,2014,first_quarter,RET,"Opposing PBGC Premium Increases; S.1845, H.R. 3979, Pension Smoothing","Commerce, Dept of (DOC),Energy, Dept of,HOUSE OF REPRESENTATIVES,SENATE,State, Dept of (DOS)",,181957,0,0,2014-04-17T13:02:05.753000-04:00 1522434,dabe3ee9-ed22-4462-af9a-ff961490b871,Q1,DAVIS & HARMAN LLP,11674,MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY,2014,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. H.R. 2117, Retirement Plan Simplification. Proposals related to tax treatment of retirement plans, IRAs, and annuity products. Proposals that would consolidate various retirement and IRA types.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2014-04-17T13:22:44.300000-04:00 1522441,74414d89-bcef-4833-b0bb-1e3f55e915f7,Q1,DAVIS & HARMAN LLP,11674,NATIONWIDE INSURANCE COMPANIES,2014,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. Issues related to the Department of Labor's proposed regulation defining fiduciary. Qualified plan issues.Issues related to EPCRS. Tax incentives for 457 plans. Application of the Volcker rule to insurance company general accounts. Proposals that would consolidate various retirement and IRA types. Proposals related to annuity incentives. Issues related to use of brokerage windows in defined contribution plans. H.R. 2117, Retirement Plan Simplification Act. S. 1270, SAFE Retirement Act.",HOUSE OF REPRESENTATIVES,10000,,0,0,2014-04-17T13:24:46.017000-04:00 1522465,c386b867-5eba-45ef-a503-5979c984232d,Q1,DAVIS & HARMAN LLP,11674,TIAA,2014,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 productsin qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Proposals that would combine various retirement plan and IRA types. H.R. 2117, Retirement Plan Simplification Act. Proposals related to tax treatment of retirement plans, IRAs, and annuity products.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2014-04-17T13:28:53.533000-04:00 1522470,2ad969e7-6237-4b9b-bd24-d5c383bde41d,Q1,DAVIS & HARMAN LLP,11674,WILLIS NORTH AMERICA INC,2014,first_quarter,RET,"Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to required minimum distributions.",SENATE,10000,,0,0,2014-04-17T13:29:55.300000-04:00 1522476,3f8827f9-e9cf-443a-9428-cb866873b411,Q1,DAVIS & HARMAN LLP,11674,VANGUARD GROUP,2014,first_quarter,RET,"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 for retirement savings. Issues related to employee benefit plan administration and electronic delivery of ERISA-mandated statements and disclosures. Consolidation of ERISA-required notices. H.R. 2117, Retirement Simplification Act.","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2014-04-17T13:30:57.097000-04:00 1522605,7c4eff44-93ff-4511-91be-d5063291fca4,Q1,"THE CHARLES GROUP, LLC",53458,"ASSOCIATION OF MATURE AMERICAN CITIZENS, INC.",2014,first_quarter,RET,creation of Social Security IRA and other reforms,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2014-04-17T13:49:43.847000-04:00 1522642,03fae349-66d4-4935-b03a-a7dc9b0a9eca,Q1,DEAN FOODS COMPANY,58396,DEAN FOODS COMPANY,2014,first_quarter,RET,Multiemployer Pension Reform and Support for the Recommendation of the National Coordinating Committee for Multiemployer Plans' Retirement Security Review Commission,"HOUSE OF REPRESENTATIVES,SENATE",,60000,0,0,2014-04-17T13:57:45.423000-04:00 1522745,5924ed6b-ece8-4359-8c1b-5a8a6272aecb,Q1,NATIONAL BEER WHOLESALERS ASSOCIATION,27274,NATIONAL BEER WHOLESALERS ASSOCIATION,2014,first_quarter,RET,Issues relating to multi-employer pension plans.,"HOUSE OF REPRESENTATIVES,SENATE",,280000,0,0,2014-04-17T14:10:51.003000-04:00 1522766,a837d339-ab44-4c44-9a96-4848968326ff,Q1,"CAPITOL HILL STRATEGIES, LLC",91774,INVESTMENT COMPANY INSTITUTE,2014,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,,0,0,2014-04-17T14:11:22.957000-04:00 1522825,cef6c814-bb1f-4882-9c28-0d80967a4a0d,Q1,"CAPITOL HILL STRATEGIES, LLC",91774,PRUDENTIAL FINANCIAL INC,2014,first_quarter,RET,Legislation to enhance retirement plan options.,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2014-04-17T14:17:43.957000-04:00 1523220,0c2bcbe3-2f13-4bef-b398-bef1cf6c3044,Q1,COVINGTON & BURLING LLP,11195,NATIONAL FOOTBALL LEAGUE,2014,first_quarter,RET,Disability and Retirement Benefits,"HOUSE OF REPRESENTATIVES,SENATE",100000,,0,0,2014-04-17T14:53:49.753000-04:00 1523301,777bc78f-61f4-44bb-8f0c-87cbed641026,Q1,NATIONAL COUNCIL OF FARMER COOPERATIVES,27638,NATIONAL COUNCIL OF FARMER COOPERATIVES,2014,first_quarter,RET,"S. 1302, The Cooperative and Small Employer Charity Pension Flexibility Act of 2013; provisions affecting agriculture and farmer cooperatives. H.R. 4275, The Cooperative and Small Employer Charity Pension Flexibility Act of 2013; provisions affecting agriculture and farmer cooperatives.","Agriculture, Dept of (USDA),Army, Dept of (Corps of Engineers),Commodity Futures Trading Commission (CFTC),Environmental Protection Agency (EPA),Food & Drug Administration (FDA),HOUSE OF REPRESENTATIVES,SENATE,U.S. Trade Representative (USTR)",,300000,0,0,2014-04-17T15:01:19.923000-04:00 1523645,a2a04f9d-e46f-43b4-91fa-1c0267e7246f,Q1,"BARBARA KENNELLY ASSOCIATES, LLC",400779344,PENSION RIGHTS CENTER,2014,first_quarter,RET,HR 2374: The Retail Investor Protection Act pertaining to updated fiduciary regulations by the Department of Labor; S. 1979: USA Retirement Funds Act; No bill number: limiting retirement plans previously under ERISA from claiming church plan status; No bill number: opposing legislation weakening the anti-cutback rule in ERISA.,"HOUSE OF REPRESENTATIVES,SENATE",15000,,0,0,2014-04-17T15:39:02.517000-04:00 1523734,f10317fa-2743-4467-b740-1b91dfc8ac02,Q1,MARIA FREESE,400861526,"BARBARA KENNELLY ASSOCIATES, ON BEHALF OF THE PENSION RIGHTS CENTER",2014,first_quarter,RET,HR 2374: The Retail Investor Protection Act pertaining to updated fiduciary regulations by the Department of Labor; S. 1979: USA Retirement Funds Act; No bill number: limiting retirement plans previously under ERISA from claiming church plan status; No bill number: opposing legislation weakening the anti-cutback rule in ERISA.,"HOUSE OF REPRESENTATIVES,SENATE",15000,,0,0,2014-04-17T15:50:37.987000-04:00 1523817,74a7501e-1748-46d2-8188-203d9f71ca4b,Q1,NATIONAL ASSOCIATION OF MANUFACTURERS,26912,NATIONAL ASSOCIATION OF MANUFACTURERS,2014,first_quarter,RET,"Nondiscrimination Rule PBGC Premiums","Agriculture, Dept of (USDA),Centers For Medicare and Medicaid Services (CMS),Commerce, Dept of (DOC),Consumer Product Safety Commission (CPSC),Council of Economic Advisers (CEA),Council on Environmental Quality (CEQ),Environmental Protection Agency (EPA),Executive Office of the President (EOP),Export-Import Bank of the United States (EXIM Bank),Federal Communications Commission (FCC),Federal Trade Commission (FTC),Food & Drug Administration (FDA),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Intl Trade Administration (ITA),Natl Labor Relations Board (NLRB),Occupational Safety & Health Administration (OSHA),Office of Management & Budget (OMB),Patent & Trademark Office (PTO),SENATE,Small Business Administration (SBA),State, Dept of (DOS),Transportation, Dept of (DOT),U.S. Agency for International Development (USAID),U.S. Customs & Border Protection,U.S. Trade Representative (USTR),White House Office",,2040000,0,0,2014-04-17T15:59:21.253000-04:00 1523874,1c0a6085-6372-463b-b6da-eb11def43507,Q1,"OWENS-ILLINOIS, INC",49646,OWENS-ILLINOIS INC,2014,first_quarter,RET,"Pension and retirement issues; PBGC Premiums, HR 3979","Energy, Dept of,Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,SENATE",,170000,0,0,2014-04-17T16:00:31.347000-04:00 1523884,e7b66556-b4af-42bc-9ac3-656a0c7e5c15,Q1,NATIONAL COORDINATING COMMITTEE FOR MULTIEMPLOYER PLANS,401031904,NATIONAL COORDINATING COMMITTEE FOR MULTIEMPLOYER PLANS,2014,first_quarter,RET,"- NCCMP Retirement Security Review Commission recommendations for multiemployer pension reform. - S. 1979, USA Retirement Funds Act, multiemployer plan disclosure provisions.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Library of Congress (LOC),Pension Benefit Guaranty Corporation (PBGC),SENATE",,220000,0,0,2014-04-17T16:02:34.167000-04:00 1523895,fb315113-a932-4a13-b0f9-4fa5454b2388,Q1,DAVIS & HARMAN LLP,11674,AMERICAN BENEFITS COUNCIL,2014,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. H.R. 2117, Retirement Plan Simplification Act.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. S. 1979, USA Retirement Act. Issues related to use of brokerage windows in defined contribution plans. Proposals to reform the multiple employer plan rules. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. S. 1270, SAFE Retirement Act. Proposals related to stretch IRAs, including S. 953, The Student Loan Affordability Act. S. 1970, Retirement Security Act. Retirement provisions in the President's FY 2015 budget. Issues related to access to death master file.","HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),SENATE,Treasury, Dept of",80000,,0,0,2014-04-17T16:03:36.047000-04:00 1523943,53ac415f-31bf-4914-b572-417a8a92f372,Q1,"LOCKRIDGE, GRINDAL, NAUEN, PLLP",23053,TWIN CITY PIPE TRADES SERVICE ASSOCIATION,2014,first_quarter,RET,Affordable Care Act (PL 111-148) Implementation,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2014-04-17T16:05:48.540000-04:00 1523975,ae7ae73b-d63a-43bb-8581-524ecb8b833d,Q1,DAVIS & HARMAN LLP,11674,BUSINESS ROUNDTABLE,2014,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",20000,,0,0,2014-04-17T16:07:54.733000-04:00 1524206,67405579-7879-4860-8fff-8c98b5b19f7e,Q1,"AMERICAN FEDERATION OF STATE, COUNTY AND MUNICIPAL EMPLOYEES",2321,AMERICAN FEDERATION OF STATE COUNTY AND MUNICIPAL EMPLOYEES,2014,first_quarter,RET,"S 1270, HR 1628 - Public Pensions and Pension Transparency Act S 567, HR 3118 - Strengthening Social Security Act S 308, HR 694 - Protecting and Preserving Social Security Act","HOUSE OF REPRESENTATIVES,SENATE,U.S. Trade Representative (USTR),White House Office",,680000,0,0,2014-04-17T16:26:57.493000-04:00