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
1655858,8e96236d-2e70-46cf-bdbc-3b45b22897a5,Q1,NATIONAL LEAGUE OF POSTMASTERS,69297,NATIONAL LEAGUE OF POSTMASTERS,2015,first_quarter,RET,Federal Retirement and other general benefit issues.,"HOUSE OF REPRESENTATIVES,Postal Regulatory Commission,SENATE,U.S. Postal Service (USPS)",,20000,0,0,2015-04-02T11:38:28-04:00
1655869,0fc461bd-c9d3-48ac-b0aa-a4eb5a85f2a6,Q1,NATIONAL CONFERENCE ON PUBLIC EMPLOYEE RETIREMENT SYSTEMS,286291,NATIONAL CONFERENCE ON PUBLIC EMPLOYEE RETIREMENT SYSTEMS,2015,first_quarter,RET,Public pensions and Secure Choice Pensions,"HOUSE OF REPRESENTATIVES,SENATE",,15000,0,0,2015-04-02T12:07:15.520000-04:00
1655995,ea261506-359d-410e-b608-15554eef5bee,Q1,"INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO",50400,INTERNATIONAL UNION OF POLICE ASSOCIATIONS AFL-CIO,2015,first_quarter,RET,HR711,"HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE",,20000,0,0,2015-04-03T11:26:40.917000-04:00
1656130,1e0e092c-2c6d-4275-8b63-4ae7a9e8f78c,Q1,MR. MARK REY,400454181,NATIONAL OLDER WORKERS CAREER CENTER,2015,first_quarter,RET,Assisting retired federal workers secure new employment opportunities,"HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),SENATE,U.S. Forest Service",,,0,0,2015-04-03T16:19:35.447000-04:00
1656872,39fa3bb9-049e-48c5-ab46-2f3d3a8b04f7,Q1,FLEET RESERVE ASSOCIATION,14781,FLEET RESERVE ASSOCIATION,2015,first_quarter,RET,"HR 454: Military Retiree Survivor Comfort Act , HR 22: Retired Pay Restoration, HR 303: Concurrent Receipt, S 271: Concurrent Receipt, and HC 333: Disabled Veterans Tax Termination Act.","HOUSE OF REPRESENTATIVES,SENATE",,140000,0,0,2015-04-07T15:41:31.873000-04:00
1657318,d133eeda-98c6-4d55-8c8a-f71d20bdb331,Q1,"CASSIDY & ASSOCIATES, INC.",8453,SOCIETY OF ACTUARIES,2015,first_quarter,RET,General legislative issues related to actuarial profession,"HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",20000,,0,0,2015-04-08T13:35:28.170000-04:00
1657483,da6e3aaf-3e4f-4d2c-a70b-16ff58dc036e,Q1,RICH FEUER ANDERSON,84775,LPL FINANCIAL CORPORATION,2015,first_quarter,RET,"Definition of ""fiduciary"" under ERISA and application to brokers.  Tax incentives for retirement savings.","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2015-04-08T18:21:37.357000-04:00
1658000,d7ed1869-f2fc-4fb7-a24c-ff380ea81003,Q1,RICH FEUER ANDERSON,84775,STATE STREET BANK AND TRUST COMPANY,2015,first_quarter,RET,"Retirement savings issues, including H.R. 557, the ""Retirement Security Act of 2015,"" and S. 266, the ""Retirement Security Act of 2015.""","HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",50000,,0,0,2015-04-09T16:12:48.197000-04:00
1658102,f6eaa501-886a-4726-a3d1-10f1df94a7a9,Q1,FORD & HUFF LC,401027900,NATIONAL LEAGUE OF POSTMASTERS,2015,first_quarter,RET,Federal Retirement and other general benefit issues.,"HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2015-04-09T17:35:54.770000-04:00
1658491,2d39d762-c297-455e-bd6d-851309d8fc17,Q1,"NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC.",26980,"NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC.",2015,first_quarter,RET,Social Security Fairness Act; Equal Treatment for Public Servants Act,"HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE",,40000,0,0,2015-04-10T14:00:39.537000-04:00
1658535,b1e3abb3-57e4-41c4-9c08-349ab024fde0,Q1,VENABLE LLP,39941,"ASSOCIATION OF FOOD AND DAIRY RETAILERS, WHOLESALERS AND MANUFACTURERS",2015,first_quarter,RET,"Provisions in the Multiemployer Pension Reform Act of 2014 included in H. R. 83, the Consolidated and Further Continuing Appropriations Act, 2015.","HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of",100000,,0,0,2015-04-10T14:35:13.687000-04:00
1658934,7f97af39-4c47-405d-a5e7-f83a22716752,Q1,"FORSCEY, PLLC",52880,"WRITERS GUILD OF AMERICA, WEST",2015,first_quarter,RET,Monitor proposed amendments to and implementation of the Multi-Employer Pension Reform Act of 2014.,"Federal Communications Commission (FCC),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE",30000,,0,0,2015-04-13T09:18:38.873000-04:00
1659053,ec5d127b-bed3-4e41-a65d-8ee0300947ad,1A,AARP,1694,AARP,2015,first_quarter,RET,"Discussed potential DOL and SEC fiduciary duty rules. (no bill)
Discussed industry user fees as a method to fund the periodic examination of registered investment advisors. (no bill)
Lobbied in favor of the DOL moving forward with a rulemaking to eliminate conflicts of interest in financial advice provided to individulas saving for their retirment in an ERISA plan. (no bill)
Lobbied in favor of the Administration supporting state-based retirement savings solutions. (no bill)
Sent letter to Members of Congress on the Social Security rules change in the House Budget Resolution. (no bill)
Sent letters to House Ways and Means and Senate Budget committees on SSDI reallocation. (no bill)
Met with Senate staff on Social Security, SSDI and retirement security issues, multiemployer pension issues, fiduciary duty issues and retirement fees. 
S. 245, Automatic IRA Act of 2015 - Met with Senate staff on the Automatic IRA Act of 2015.
Met with House staff on SSDI and SSDI related budget issues, multiemployer pensions, and retirement issues. (no bill)
Met with Treasury Department staff on MyRA. (no bill)
Met with PBGC staff on multiemployer pensions and other retirement plan issues. (no bill)
Met with Treasury, DOL, and PBGC staff on multiemployer pensions. (no bill)
Discussed state retirement issues with DOL staff. (no bill)
Met with SSA staff about Social Security Administration issues. (no bill)
Met with PBGC Participant Advocate about retirement issues. (no bill)
S.Con.Res.11/H.Con.Res.27, Budget Resolution, FY2016 - Lobbied to prevent inclusion of any Social Security, Medicare and Medicaid cuts.
Lobbied to enhance SSA program integrity funding without compromising SSA service delivery for all earned benefits. (no bill)
Discussed measures to increase pension coverage and improve retirement savings. (no bill)","Centers For Medicare and Medicaid Services (CMS),Equal Employment Opportunity Commission (EEOC),Executive Office of the President (EOP),Federal Communications Commission (FCC),Federal Transit Administration (FTA),Food & Drug Administration (FDA),Government Accountability Office (GAO),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Office of Management & Budget (OMB),Securities & Exchange Commission (SEC),SENATE,Social Security Administration (SSA),Transportation, Dept of (DOT),Treasury, Dept of,U.S. Trade Representative (USTR),Veterans Affairs, Dept of (VA),White House Office",,1860000,0,0,2015-04-13T10:45:53.880000-04:00
1659445,991d92f1-3de6-4a07-a645-026cd1153e0c,1T,VENN STRATEGIES,65191,"HERFF JONES, INC.",2015,first_quarter,RET,ESOPs,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,1,2015-04-13T14:57:11.827000-04:00
1659637,5cfe5fae-7aaf-4ebf-a4dc-6ed32e448952,Q1,AARP,1694,AARP,2015,first_quarter,RET,"Discussed potential DOL and SEC fiduciary duty rules. (no bill)
Discussed industry user fees as a method to fund the periodic examination of registered investment advisors. (no bill)
Lobbied in favor of the DOL moving forward with a rulemaking to eliminate conflicts of interest in financial advice provided to individulas saving for their retirment in an ERISA plan. (no bill)
Lobbied in favor of the Administration supporting state-based retirement savings solutions. (no bill)
Sent letter to Members of Congress on the Social Security rules change in the House Budget Resolution. (no bill)
Sent letters to House Ways and Means and Senate Budget committees on SSDI reallocation. (no bill)
Met with Senate staff on Social Security, SSDI and retirement security issues, multiemployer pension issues, fiduciary duty issues and retirement fees. 
S. 245, Automatic IRA Act of 2015 - Met with Senate staff on the Automatic IRA Act of 2015.
Met with House staff on SSDI and SSDI related budget issues, multiemployer pensions, and retirement issues. (no bill)
Met with Treasury Department staff on MyRA. (no bill)
Met with PBGC staff on multiemployer pensions and other retirement plan issues. (no bill)
Met with Treasury, DOL, and PBGC staff on multiemployer pensions. (no bill)
Discussed state retirement issues with DOL staff. (no bill)
Met with SSA staff about Social Security Administration issues. (no bill)
Met with PBGC Participant Advocate about retirement issues. (no bill)
S.Con.Res.11/H.Con.Res.27, Budget Resolution, FY2016 - Lobbied to prevent inclusion of any Social Security, Medicare and Medicaid cuts.
Lobbied to enhance SSA program integrity funding without compromising SSA service delivery for all earned benefits. (no bill)
Discussed measures to increase pension coverage and improve retirement savings. (no bill)","Centers For Medicare and Medicaid Services (CMS),Equal Employment Opportunity Commission (EEOC),Executive Office of the President (EOP),Federal Communications Commission (FCC),Federal Transit Administration (FTA),Food & Drug Administration (FDA),Government Accountability Office (GAO),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Office of Management & Budget (OMB),Securities & Exchange Commission (SEC),SENATE,Social Security Administration (SSA),Transportation, Dept of (DOT),Treasury, Dept of,U.S. Trade Representative (USTR),Veterans Affairs, Dept of (VA),White House Office",,1860000,0,0,2015-04-13T16:21:22.383000-04:00
1659711,afe08055-af87-4842-9fd3-2ea1471de9ca,Q1,"PRINTING INDUSTRIES OF AMERICA, INC.",32203,PRINTING INDUSTRIES OF AMERICA INC,2015,first_quarter,RET,Pension Reform,"Environmental Protection Agency (EPA),Food & Drug Administration (FDA),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Natl Labor Relations Board (NLRB),Occupational Safety & Health Administration (OSHA),SENATE,U.S. Postal Service (USPS)",,90000,0,0,2015-04-13T16:46:42.477000-04:00
1659761,87337149-8bd7-4eaf-a4bd-26c845c594da,1T,"WINGS GLOBAL PARTNERS L,L,C.",401103277,THE LIVINGSTON GROUP ON BEHALF OF US AIRLINE PILOTS ASSOCIATION,2015,first_quarter,RET,pilot Pension issue,"Council of Economic Advisers (CEA),HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of,White House Office",30000,,0,1,2015-04-13T17:24:11.073000-04:00
1659929,a1b8ee28-104c-48d4-92d5-4b67a444b9c4,Q1,TREA SENIOR CITIZENS LEAGUE,38426,TREA SENIOR CITIZENS LEAGUE,2015,first_quarter,RET,"Social Security Notch Reform: H.R. 314 and S. 99, Social Security Protection: H.R. 111 and S. 20, Social Security Reform: H.R. 973 and H.R. 1391 and S. 731.","HOUSE OF REPRESENTATIVES,SENATE",,34846,0,0,2015-04-14T08:43:01.547000-04:00
1659996,7a1be4c8-b9af-4f35-aa55-5af71b9c92ae,Q1,"WILLIAMS AND JENSEN, PLLC",41454,AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY,2015,first_quarter,RET,Benefit distribution in the form of annuities.,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",30000,,0,0,2015-04-14T09:35:47.173000-04:00
1660090,b4369174-e247-4122-b1e8-69245f7bdbf9,Q1,"WILLIAMS AND JENSEN, PLLC",41454,NATIONAL ASSN OF STATE TREASURERS (NAST),2015,first_quarter,RET,Pension issues affecting municipal bonds.,"HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of,White House Office",50000,,0,0,2015-04-14T10:38:51.633000-04:00
1660176,76cef090-f1f5-4860-89a6-af669a1c88f9,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,2015,first_quarter,RET,401(k) Disclosure:  Track Department of Labor rulemaking regarding 401 (k) fee disclosure.  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",,590000,0,0,2015-04-14T11:07:37.317000-04:00
1660221,f26a3fd9-1f51-41a2-aae9-7a120ac2c562,Q1,"WILLIAMS AND JENSEN, PLLC",41454,TRANSAMERICA COMPANIES (FORMLY AEGON),2015,first_quarter,RET,Legislation impacting retirement plans.,"HOUSE OF REPRESENTATIVES,SENATE",170000,,0,0,2015-04-14T11:22:55.503000-04:00
1660319,deb82d74-8451-4fbd-937d-f353fecb4732,Q1,NATIONAL ASSOCIATION FOR UNIFORMED SERVICES,26615,NATIONAL ASSOCIATION FOR UNIFORMED SERVICES,2015,first_quarter,RET,To protect the cost of living adjusted Social Security payments by ensuring that any major changes made would grandfather retirees and those near retirement; to improve the Medicare benefit and provide adequate reimbursement rates to health care professionals; establish a Consumer Price Index for Elderly (CPI-E) to compute cost of living increases for Social Security and other Medicare beneficiaries; phase out the taxation of Social Security Benefits; repeal the government pension offset and windfall elimination provisions; include a Social Security Lockbox.,"Defense, Dept of (DOD),HOUSE OF REPRESENTATIVES,SENATE,Veterans Affairs, Dept of (VA),White House Office",,24493,0,0,2015-04-14T11:53:39.450000-04:00
1660331,73c8dfa3-da47-43ef-a6cf-0ab35369690c,Q1,ATLAS ADVOCACY,401100069,UNITED MINE WORKERS OF AMERICA,2015,first_quarter,RET,UMWA pension issues pertaining to the  the Coal Industry Retiree Health Benefit Act of 1992 (Coal Act).,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2015-04-14T12:07:48.170000-04:00
1660498,25afe82d-d7a7-44ac-a7c1-550b22225914,Q1,NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE,27467,NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE,2015,first_quarter,RET,"Department of Labor (DOL) Retirement Advisor Fiduciary Rule. (No bill.)  Proposed DOL rule to protect Americans from conflicts of interest when brokers and other financial advisors provide retirement advice.

Social Security Disability Insurance.  H.Res. 5, Adopting Rules for the 114th Congress:  provision (Section 3, Subsection (q)) creating a point of order against legislation to reallocate funds from the Social Security Old Age and Survivors Insurance (OASI) Trust Fund to the Disability Insurance Trust Fund unless it is accompanied by benefit cuts or tax increases that improve the solvency of the combined trust funds.

The Older Americans Act.  S. 192, Older Americans Act Reauthorization Act of 2015:  proposals related to the reauthorization of the Older Americans Act.

Social Security Commission.  H.R. 1578, Social Security Commission Act of 2015: proposal to establish a commission on Social Securitys long-term solvency and to require the proposed commission to make recommendations for achieving solvency of the Social Security trust funds for 75 years.

Social Security Expansion. H.R. 1391, Social Security 2100 Act:  proposals to strengthen Social Securitys financing and provide additional funding to improve benefits by extending and then eliminating the cap on payroll taxes while implementing a small, gradual increase in workers and employers contributions to Social Security.

Social Security Equality.  H.R. 1404 and S. 753, Social Security and Marriage Equality Act:  proposals to require the Social Security Administration to recognize same-sex marriage for the purposes of survivor, retirement and other benefits.","Administration on Aging,Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Natl Economic Council (NEC),Office of Management & Budget (OMB),SENATE,Social Security Administration (SSA),Treasury, Dept of,U.S. Trade Representative (USTR)",,230000,0,0,2015-04-14T14:00:06.940000-04:00
1660826,859dac92-d735-4372-9aba-baefe433d3ab,Q1,AMERICAN COUNCIL OF LIFE INSURERS,2115,AMERICAN COUNCIL OF LIFE INSURERS,2015,first_quarter,RET,"H.R. 506/ S. 245: Automatic IRA Act of 2015. Issue: retirement security

H.R. 557/ S. 266: Retirement Security Act of 2014. Issue: retirement security 

H.R. 3590: The Patient Protection and Affordable Care Act, Issue: Assessments under state-based insurance exchanges.","HOUSE OF REPRESENTATIVES,SENATE",,1277000,0,0,2015-04-14T15:29:45.820000-04:00
1660862,467ae5f2-c961-445e-8627-07cfd40da86c,Q1,DAVIS & HARMAN LLP,11674,MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY,2015,first_quarter,RET,"Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC-and ERISA-mandated statements and disclosures. Proposals to increase PBGC premiums. Issues related to lifetime income. Proposals related to tax treatment of retirement plans, IRAs, and annuity products.",HOUSE OF REPRESENTATIVES,20000,,0,0,2015-04-14T15:44:10.960000-04:00
1661090,c1618be2-6c56-47bb-b2e5-0fcad8321906,Q1,UNIVERSITY OF IOWA,49191,UNIVERSITY OF IOWA,2015,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)",,86662,0,0,2015-04-14T17:12:41.713000-04:00
1661149,9da19d88-5553-4d80-b6d6-614527475f70,Q1,ALLIED PILOTS ASSOCIATION,40046359,ALLIED PILOTS ASSOCIATION,2015,first_quarter,RET,TAX AND PENSION PLAN ISSUES,"Federal Aviation Administration (FAA),HOUSE OF REPRESENTATIVES,SENATE,State, Dept of (DOS),Transportation, Dept of (DOT)",,145000,0,0,2015-04-14T18:02:01.283000-04:00
1661154,94d397d1-3889-4a8c-bcee-9c0b9f6060fa,Q1,THE ESOP ASSOCIATION,13858,ESOP ASSOCIATION,2015,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 Federal Internal Revenue Code.",HOUSE OF REPRESENTATIVES,,56981,0,0,2015-04-14T18:07:03.403000-04:00
1661274,48b96117-05c9-4dff-80a2-d140df69575a,1A,DAVIS & HARMAN LLP,11674,SPARK INSTITUTE,2015,first_quarter,RET,Issues related to tax incentives for retirement savings. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Issues related to recordkeeping simplification for 401(k) plans.,HOUSE OF REPRESENTATIVES,20000,,0,0,2015-04-15T08:57:51.617000-04:00
1661543,b4077fa7-e007-4422-ac50-d3a27dbcbf6f,Q1,"THE CHARLES GROUP, LLC",53458,"ASSOCIATION OF MATURE AMERICAN CITIZENS, INC.",2015,first_quarter,RET,creation of Social Security IRA and other reforms,"HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2015-04-15T11:09:05.150000-04:00
1662042,57790d15-2826-44d1-bde7-945daefeaf3c,Q1,"WILLIAMS AND JENSEN, PLLC",41454,AMERICAN COUNCIL OF LIFE INSURERS,2015,first_quarter,RET,Legislation impacting retirement plans.,"HOUSE OF REPRESENTATIVES,SENATE",90000,,0,0,2015-04-15T14:06:30.457000-04:00
1662049,881d1a55-2043-44c7-8ca3-0963d4f17adf,Q1,"WILLIAMS AND JENSEN, PLLC",41454,ARCH COAL,2015,first_quarter,RET,Pension and health care issues impacting coal industry.,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2015-04-15T14:07:38.207000-04:00
1662061,e6136ab4-12f1-47c6-9af5-7107f4b941ed,1A,DAVIS & HARMAN LLP,11674,TIAA,2015,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 related to lifetime income products in qualified retirement plans. Proposals to increase annuitization within qualified retirement plans. Issues related to employee benefit administration and electronic delivery of ERISA-mandated statements and disclosures.,HOUSE OF REPRESENTATIVES,20000,,0,0,2015-04-15T14:09:43.750000-04:00
1662079,54aa1ca5-5906-41c6-8810-8c2b625a4a1a,1A,DAVIS & HARMAN LLP,11674,WILLIS NORTH AMERICA INC,2015,first_quarter,RET,"Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to required minimum distributions. Issues related to government issued mortality tables. Issues related to tax incentives for retirement savings.","HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE",10000,,0,0,2015-04-15T14:11:53.560000-04:00
1662094,47d409fb-10d3-4131-8ea4-04e0f94c11b3,1A,DAVIS & HARMAN LLP,11674,VANGUARD GROUP,2015,first_quarter,RET,Issues related to tax incentives for retirement savings. Issues related to employee benefit plan administration and electronic delivery of ERISA-mandated statements and disclosures.,HOUSE OF REPRESENTATIVES,20000,,0,0,2015-04-15T14:14:58.980000-04:00
1662128,35e2c22a-35ff-45d9-bebe-640f6df5e464,Q1,"CAPITOL HILL STRATEGIES,  LLC",91774,INVESTMENT COMPANY INSTITUTE,2015,first_quarter,RET,"Issues related to proposed Department of Labor regulations on investment advice (Fiduciary Rule)
Legislation to enhance retirement plan options","HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2015-04-15T14:23:21.920000-04:00
1662154,6c4bd440-3cfb-4534-bcfe-d8ee75d4cf82,Q1,"CAPITOL HILL STRATEGIES,  LLC",91774,FMR LLC,2015,first_quarter,RET,Issues related to proposed Department of Labor regulations on investment advice (Fiduciary Rule),"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2015-04-15T14:28:33.947000-04:00
1662183,67809ed0-2842-4b47-80b2-e8a1bcbf327e,Q1,"CAPITOL HILL STRATEGIES,  LLC",91774,PRINCIPAL FINANCIAL GROUP,2015,first_quarter,RET,Issues related to proposed Department of Labor regulations on investment advice (Fiduciary Rule),"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2015-04-15T14:35:50.237000-04:00
1662188,2129a8c8-f535-41a6-a82f-0d68d3bb886b,Q1,"CAPITOL HILL STRATEGIES,  LLC",91774,PRUDENTIAL FINANCIAL INC,2015,first_quarter,RET,Legislation to enhance retirement plan options,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2015-04-15T14:36:52.220000-04:00
1662710,3c76c917-d0f8-49c0-b92b-3027277cfe3d,Q1,"WILLIAMS AND JENSEN, PLLC",41454,VERSO CORPORATION (FORMERLY KNOWN AS NEWPAGE CORPORATION),2015,first_quarter,RET,Defined benefit legislation.,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2015-04-15T19:00:45.707000-04:00
1662738,2d994960-38d1-4a38-b805-3e73102faa99,Q1,INTERNATIONAL FEDERATION OF PROFESSIONAL AND TECHNICAL ENGINEERS (IFPTE),19968,INTERNATIONAL FEDERATION OF PROFESSIONAL AND TECHNICAL ENGINEERS (IFPTE),2015,first_quarter,RET,"Social Security
Federal employee pensions","HOUSE OF REPRESENTATIVES,SENATE",,25000,0,0,2015-04-15T20:48:59.753000-04:00
1663276,204e71fc-4ecb-4e12-bbb6-ea8b64af58a7,Q1,"WILLIAMS AND JENSEN, PLLC",41454,CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM,2015,first_quarter,RET,Legislation and regulations affecting public pension plan.,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2015-04-16T10:03:34.037000-04:00
1663601,5ca4be5c-1073-40f8-a5a1-6fe3fdf1a19e,Q1,TREMONT STRATEGIES GROUP LLC (F/K/A ADS VENTURES),90250,PUTNAM INVESTMENTS,2015,first_quarter,RET,"Retirement security, tax, pensions.","HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2015-04-16T11:11:34.617000-04:00
1663756,137faaea-ade6-4ae4-80fa-3eb750f8945c,Q1,INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS,19753,INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS,2015,first_quarter,RET,"Efforts to undermine public pensions
Pension cuts for federal employees","Agriculture, Dept of (USDA),Commerce, Dept of (DOC),Federal Communications Commission (FCC),HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),Labor, Dept of (DOL),SENATE,Transportation, Dept of (DOT),White House Office",,96000,0,0,2015-04-16T11:39:10.770000-04:00
1663831,6235cdb9-7794-4c52-ad73-31a721807bda,Q1,THORN RUN PARTNERS,400534596,AARP,2015,first_quarter,RET,Social Security changes to benefits and eligibility. Reauthorization of Older Americans Act.,"HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2015-04-16T11:48:43.400000-04:00
1663912,d1afb743-1c06-45b1-bc2f-c6c6a2dd71f5,Q1,THORN RUN PARTNERS,400534596,JACKSON NATIONAL LIFE INSURANCE COMPANY,2015,first_quarter,RET,Rules on plan fiduciaries' responsibilities with respect to brokerage windows in 401(k)s.,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2015-04-16T12:11:40.330000-04:00
1663962,ef3b4882-c278-4d97-b60b-26730b9f82c7,Q1,UNITED MINE WORKERS OF AMERICA,39187,UNITED MINE WORKERS OF AMERICA,2015,first_quarter,RET,"Lobbying on the concept of HR 2918 from 113th Congress
40% tax repeal
Affordable Care Act excise tax on high cost plans","Energy, Dept of,Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,SENATE,U.S. Trade Representative (USTR)",,155542,0,0,2015-04-16T12:19:05.463000-04:00
1663986,84bac2a4-e17f-49df-97cb-7c78a102bba9,Q1,NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS,26901,NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS,2015,first_quarter,RET,"Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 1090. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors.","Centers For Medicare and Medicaid Services (CMS),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",,721220,0,0,2015-04-16T12:25:16.360000-04:00
1664026,2a32175a-44d6-45c7-9db7-a7015a65b2d2,Q1,"BALCH & BINGHAM, LLP",5197,WESTROCK (FORMERLY ROCKTENN),2015,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",40000,,0,0,2015-04-16T12:35:36.803000-04:00
1664399,703ac7a9-1012-4a9d-91d1-8512f1c662b2,Q1,AMERICAN BENEFITS COUNCIL,4675,AMERICAN BENEFITS COUNCIL,2015,first_quarter,RET,"Administration FY 2016 Federal Budget Proposal - retirement plan proposals 2016 Budget Resolutions - House & Senate - benefits policy
A Balanced Budget for a Stronger America - House Republican Budget Proposal - retirement related provisions
White House Fact Sheet - Retirement reform proposals
Tax reform - limitations on itemized deductions and exclusions affecting retirement savings
Defined Benefit Plan Issues 
Mortality Table Updates
De-Risking methods 
Non-discrimination issues affecting defined benefit plans
PBGC premiums 
Pension Protection Act definition of liquidity shortfall 

Defined contribution plan issues 
Lifetime income illustration 
Roth 401(k)s and Roth IRAs 
Section 408 (b) (2) participant disclosure requirements
Section 408 (b) (2) Guide 
Shrinking Emergency Account Losses (SEAL) Act - S. 324
Automatic IRA Act of 2015 - H.R. 506/S. 245
Retirement Security Act of 2015 - H.R. 557/S. 266
Comprehensive Tax Reform for 2015 and Beyond - employer sponsored benefits - Senate Finance Committee - Working Group on savings and investment - tax incentives for retirement in employer sponsored plans and improvements

Other Issues 
Re-proposal Definition of Fiduciary Rule - conflict of interest
Hybrid retirement plans -Treasury Department finalization of proposed regulations & legislation
Executive compensation - pay for performance, timing of taxation, substantial risk of forfeiture, Internal Revenue Code Sec. 409A
Derivatives issues (Dodd-Frank impact on retirement plan investments) 
Foreign Account Taxpayer Compliance Act (FATCA) - exemption for foreign retirement plans
Regulation of Money Market Funds
Multiemployer pension plan issues 
ESOP dividend deduction 
Retirement plan access proposals - state retirement plan initiatives 
Death Master File (DMF)","Centers For Medicare and Medicaid Services (CMS),Commerce, Dept of (DOC),Commodity Futures Trading Commission (CFTC),Equal Employment Opportunity Commission (EEOC),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",,272253,0,0,2015-04-16T14:06:59.787000-04:00
1664449,e6c2d560-57b7-470f-b8ac-173b2022b917,Q1,TREMONT STRATEGIES GROUP LLC (F/K/A ADS VENTURES),90250,LPL FINANCIAL LLC,2015,first_quarter,RET,Company overview for members and staff.,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2015-04-16T14:18:22.743000-04:00
1664603,7b888e07-0c51-4fb3-8899-adc5f724c3e3,Q1,INTERNATIONAL BROTHERHOOD OF BOILERMAKERS,19811,INTERNATIONAL BROTHERHOOD OF BOILERMAKERS,2015,first_quarter,RET,Multi-employer Pension Reform,"Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,SENATE",,80000,0,0,2015-04-16T14:51:46.140000-04:00
1664686,82382692-1134-47d7-9b72-fdef1d56e33c,Q1,INVESTMENT COMPANY INSTITUTE,20128,INVESTMENT COMPANY INSTITUTE,2015,first_quarter,RET,"S. 245 - Automatic IRA Act of 2015 (Whitehouse)
S. 266 - Retirement Security Act of 2015 (Collins)
H.R. 506 - Automatic IRA Act of 2015 (Neal)
H.R. 557 - Retirement Security Act of 2015 (Buchanan) 
Department of Labor Fiduciary Definition
Lifetime Income Disclosure
SAFE Retirement Act (Hatch)
Security Throughout Retirement Act (Cantwell)","HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of,White House Office",,1275212,0,0,2015-04-16T15:08:29.527000-04:00
1664713,33af2a21-3420-4a9a-b263-ccd7b8175fd9,Q1,NATIONWIDE MUTUAL INSURANCE COMPANY,26411,NATIONWIDE MUTUAL INSURANCE COMPANY,2015,first_quarter,RET,"Congressional activity surrounding the Department of Labor's proposed regulation to redefine ""fiduciary"" (not yet in legislative form)

HR 1090 - Retail Investor Protection Act - Prohibits the Secretary of Labor from prescribing any regulation under the Employee Retirement Income Security Act of 1974 (ERISA) defining the circumstances under which an individual is considered a fiduciary until 60 days after the Securities and Exchange Commission (SEC) issues a final rule governing standards of conduct for brokers and dealers under specified law","Federal Deposit Insurance Corporation (FDIC),Federal Emergency Management Agency (FEMA),Federal Reserve System,Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Transportation, Dept of (DOT),Treasury, Dept of,U.S. Copyright Office,U.S. Postal Service (USPS)",,1160000,0,0,2015-04-16T15:14:42.097000-04:00
1665196,7ecadbd3-f778-4b33-99b1-5f360f3df999,Q1,TRANSAMERICA COMPANIES,44093,TRANSAMERICA COMPANIES,2015,first_quarter,RET,"H.R. 506/ S. 245: Automatic IRA Act of 2015. Issue: retirement security

H.R. 557/ S. 266: Retirement Security Act of 2014. Issue: retirement security 

H.R. 3590-The Patient Protection and Affordable Care Act, Issue: Assessments under state-based insurance exchanges.","HOUSE OF REPRESENTATIVES,SENATE",,930000,0,0,2015-04-16T17:34:29.873000-04:00
1665312,5e27cfd9-1ddd-4934-83ce-0b5e6fcbf98b,Q1,NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA),28515,NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA),2015,first_quarter,RET,"H.R.557, S.266: Retirement Security Act of 2015 (regarding multiple-employer plans

Draft Tax Reform proposals related to changes in retirement tax policy.","HOUSE OF REPRESENTATIVES,SENATE",,511000,0,0,2015-04-16T18:47:54.140000-04:00
1666014,5ef0d4db-8bb9-41af-881b-966afc73182f,Q1,DEAN FOODS COMPANY,58396,DEAN FOODS COMPANY,2015,first_quarter,RET,"Provisions in the Multiemployer Pension Reform Act of 2014 included in HR 83, the Consolidated and Further Continuing Appropriations Act of 2015","HOUSE OF REPRESENTATIVES,SENATE",,80000,0,0,2015-04-17T10:12:02.507000-04:00
1666072,229a9601-27ff-4538-b3f2-102a8f335377,Q1,NATIONAL BEER WHOLESALERS ASSOCIATION,27274,NATIONAL BEER WHOLESALERS ASSOCIATION,2015,first_quarter,RET,Issues relating to multi-employer pension plans.,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",,350000,0,0,2015-04-17T10:23:37.243000-04:00
1666234,66d130bf-6e04-4940-9a50-e9c984e6b776,Q1,THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY,29607,THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY,2015,first_quarter,RET,"H.R. 506/ S. 245: Automatic IRA Act of 2015. Issue: retirement security

H.R. 557/ S. 266: Retirement Security Act of 2014. Issue: retirement security 

H.R. 3590-The Patient Protection and Affordable Care Act, Issue: Assessments under state-based insurance exchanges.","HOUSE OF REPRESENTATIVES,SENATE",,1180000,0,0,2015-04-17T10:45:53.327000-04:00
1666270,7cf00cf9-14f4-46a4-9344-c3307b87f9b1,Q1,MR. DONALD KANIEWSKI,322693,LABORERS INTERNATIONAL UNION OF NORTH AMERICA,2015,first_quarter,RET,Lobbied in support of reforming multi-employer pension plans and PBGC issues.,"HOUSE OF REPRESENTATIVES,SENATE",45000,,0,0,2015-04-17T10:51:13.477000-04:00
1666318,18e17296-f7c1-431b-9073-08689bd6cb24,Q1,"P STREET PROJECT, INC.",400637928,"P STREET PROJECT, INC.",2015,first_quarter,RET,Expansion of Social Security,"HOUSE OF REPRESENTATIVES,SENATE",,20000,0,0,2015-04-17T10:55:30.173000-04:00
1666496,19948896-c2a7-4b93-a687-d6acd9f23894,Q1,MCGUIREWOODS CONSULTING (A SUBSIDIARY OF MCGUIREWOODS LLP),24486,"GENWORTH FINANCIALS, INC.",2015,first_quarter,RET,"Issues related to tax policy matters in the areas of insurance, retirement and international tax issues","HOUSE OF REPRESENTATIVES,SENATE",5000,,0,0,2015-04-17T11:17:49.380000-04:00
1666516,6d95b35c-f4ef-4f65-b8f0-5ffdcbabad81,Q1,MCGUIREWOODS CONSULTING (A SUBSIDIARY OF MCGUIREWOODS LLP),24486,TIAA,2015,first_quarter,RET,"Issues related to taxation of insurance companies, insurance products and retirement accounts","HOUSE OF REPRESENTATIVES,SENATE",15000,,0,0,2015-04-17T11:18:56.583000-04:00
1666711,a06ef179-f6e4-4610-b649-87884ef3a557,Q1,MCGUIREWOODS LLP,308913,TIAA-CREF,2015,first_quarter,RET,"Issues related to taxation of insurance companies, insurance products and retirement accounts","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2015-04-17T11:40:40.353000-04:00
1666740,31204d54-9246-4c19-8930-73a2eb24ca15,Q1,MCGUIREWOODS LLP,308913,"GENWORTH FINANCIAL, INC.",2015,first_quarter,RET,"Issues related to tax policy matters in the areas of insurance, retirement and international tax issues","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2015-04-17T11:43:54.070000-04:00
1667045,57441027-096d-4224-b7b8-a6b1b28f9d9d,Q1,JEWISH FEDERATION OF METROPOLITAN CHICAGO (JFMC),60390,JEWISH FEDERATION OF METROPOLITAN CHICAGO (JFMC),2015,first_quarter,RET,"Holocaust Survivors Provisions
S. 192 - Older Americans Act Reauthorization Act","Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),SENATE,State, Dept of (DOS),White House Office",,63000,0,0,2015-04-17T12:28:48.610000-04:00
1667215,8cd0a0d2-b462-4448-9cfa-7cb3c7e20a55,Q1,AK STEEL HOLDING CORPORATION,400326536,AK STEEL HOLDING CORPORATION,2015,first_quarter,RET,Technical Fix to Steelworker Pension Trust,"Commerce, Dept of (DOC),Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,SENATE,U.S. Trade Representative (USTR)",,194283,0,0,2015-04-17T12:46:06.430000-04:00
1667483,8ca98fad-43c4-4f09-9da5-5d2db5126d46,Q1,NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION,28674,NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION,2015,first_quarter,RET,"The association monitors and reacts to policy concepts that may impact its ability to continue offering its high quality Retirement Security Plans to members, their employees, and the association staff at affordable rates and on reasonable terms and conditions. During the reporting period, no
introduced measures in this category were focused upon.","Agriculture, Dept of (USDA),HOUSE OF REPRESENTATIVES,SENATE",,180000,0,0,2015-04-17T13:33:41.727000-04:00
1667656,d94f9260-ae30-403c-a0ac-e024ef4e282b,Q1,DAVIS & HARMAN LLP,11674,RETIREMENT INDUSTRY TRUST ASSOCIATION,2015,first_quarter,RET,Issues related to self-directed retirement savings and proposals regarding tax incentives for retirement.,SENATE,,,0,0,2015-04-17T13:59:08.900000-04:00
1667888,493cdedf-a1c9-4a32-89b9-a9349e2468d4,Q1,"GROOM LAW GROUP, CHARTERED",17000,THE ESOP ASSOCIATION,2015,first_quarter,RET,Proposed regulation issued by the Department of Labor to change the definition of fiduciary under ERISA.,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",20000,,0,0,2015-04-17T14:20:56.637000-04:00
1667897,41a05f53-dc34-4384-bd8b-68a53091fd8c,Q1,DAVIS & HARMAN LLP,11674,NATIONWIDE INSURANCE COMPANIES,2015,first_quarter,RET,"Proposals to expand retirement plan coverage, including proposals to reform the multiple employer plan rules. Proposals related to 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. Proposals related to electronic disclosure.","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2015-04-17T14:21:00.217000-04:00
1667908,e41b4a39-d860-495e-8395-4a145df9a270,Q1,COVINGTON & BURLING LLP,11195,"JOHN HANCOCK LIFE INSURANCE COMPANY (USA) (FKA JOHN HANCOCK FIN. SERVICES, INC.)",2015,first_quarter,RET,Retirement security.,"HOUSE OF REPRESENTATIVES,SENATE",80000,,0,0,2015-04-17T14:22:07.153000-04:00
1668243,d5dcd414-24a4-4ed3-b05c-564f0d4eb648,Q1,AFL-CIO,363,AFL-CIO,2015,first_quarter,RET,"Social Security Disability: funding and administrative changes, insurance
Social Security Administration: office closings and workforce reductions, SSH operating expenditures in Labor & HHS Appropriations
DOL Fiduciary Rule
Retirement Security-protecting benefits
Pension plan: de-risking
ERISA: investment advice, fiduciary duty 
White House Conference on Aging
H.Res. 5: Budget Amendments- Retirement Disability Benefits
H.R. 2100 Larson Social Security Bill
H.R. 1090 Retail Investor Protection Act
S.Con.Res. 11 Social Security Amendments
Pension-pooled Employer plans","Bureau of Citizenship & Immigration Services (BCIS),Bureau of the Census,Defense, Dept of (DOD),Energy, Dept of,Equal Employment Opportunity Commission (EEOC),Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),Interior, Dept of (DOI),Internal Revenue Service (IRS),Justice, Dept of (DOJ),Labor, Dept of (DOL),Office of Management & Budget (OMB),Office of Personnel Management (OPM),Office of the Vice President of the United States,SENATE,State, Dept of (DOS),Treasury, Dept of,U.S. Trade Representative (USTR),White House Office",,640000,0,0,2015-04-17T14:41:28.723000-04:00
1668422,8809bb9d-21d7-4619-9c3a-b5afd0faa83d,Q1,"CROSSROADS STRATEGIES, LLC",400531586,MORGAN STANLEY & CO LLC,2015,first_quarter,RET,Department of Labor fiduciary rule,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2015-04-17T14:54:53.363000-04:00
1668451,e616f365-05bd-4902-be6f-b85322296684,Q1,"CROSSROADS STRATEGIES, LLC",400531586,"NEXTERA ENERGY RESOURCES, LLC",2015,first_quarter,RET,401k funding issues,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2015-04-17T14:58:09.203000-04:00
1668606,2282e084-e443-4b5d-86c4-c4eca218c87b,Q1,"LOCKRIDGE, GRINDAL, NAUEN, PLLP",23053,TWIN CITY PIPE TRADES SERVICE ASSOCIATION,2015,first_quarter,RET,Affordable Care Act (PL 111-148) Implementation,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2015-04-17T15:09:23.630000-04:00
1668716,04f439ef-e8f0-4a00-8ea0-2efcae7bd55d,Q1,VENABLE LLP,39941,WESTMORELAND COAL COMPANY,2015,first_quarter,RET,Issues related to coal retirees health and pension benefits,"HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2015-04-17T15:22:21.863000-04:00
1668838,3a3ba39f-9cc3-4d2b-80e6-e5c0d4dd478c,Q1,DAVIS & HARMAN LLP,11674,AMERICAN BENEFITS COUNCIL,2015,first_quarter,RET,"Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding. Issues related to tax incentives for retirement savings. 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. Issues related to use of brokerage windows in defined contribution plans. Proposals to reform the multiple employer plans rules. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. Proposals related to stretch IRAs. Retirement provisions in the President's FY 2016 budget. Issues related to access to death master file. Issues related to government issued mortality tables. Proposals to amend the nondiscrimination provisions to protect older, longer service employees. Issues related to swap, margin, and capital rules. S. 266/H.R. 557, Retirement Security Act.","HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2015-04-17T15:34:25.880000-04:00
1668884,88b678c4-3a7d-4933-a3f1-6391a12812cc,Q1,ALLIANCE FOR RETIRED AMERICANS,67238,ALLIANCE FOR RETIRED AMERICANS,2015,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. Beneficiary information available through Social Security Administration field offices
5. Status of the Social Security Disability Insurance Trust Fund
6. Closing of Social Security Administration field offices","Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE",,60000,0,0,2015-04-17T15:39:51.717000-04:00
1668934,f73e47d4-156f-4838-8bb4-166207bb3668,Q1,DAVIS & HARMAN LLP,11674,BUSINESS ROUNDTABLE,2015,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,20000,,0,0,2015-04-17T15:44:13.697000-04:00
1669136,029745a4-0479-47fb-8977-e3fc74426c02,Q1,"CROSSROADS STRATEGIES, LLC",400531586,"PRUDENTIAL FINANCIAL, INC.",2015,first_quarter,RET,Legislation to enhance retirement plan options.,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2015-04-17T16:07:54.323000-04:00
1669204,06de144d-b585-4b5f-9433-0ef0f0945fb2,Q1,UPS (UNITED PARCEL SERVICE),39223,UPS (UNITED PARCEL SERVICE),2015,first_quarter,RET,Multi-employer pension reform.,"Commerce, Dept of (DOC),Federal Aviation Administration (FAA),Food & Drug Administration (FDA),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Postal Regulatory Commission,SENATE,State, Dept of (DOS),Treasury, Dept of,U.S. Trade Representative (USTR),White House Office",,3019712,0,0,2015-04-17T16:12:22.753000-04:00
1669308,18ef2501-4c53-416a-81c0-621c47b7211a,Q1,"CGCN GROUP, LLC",76992,FMR LLC (PREVIOUSLY REPORTED AS FIDELITY INVESTMENTS),2015,first_quarter,RET,Proposed ERISA fiduciary investment advice rule,"HOUSE OF REPRESENTATIVES,SENATE",45000,,0,0,2015-04-17T16:21:08.217000-04:00
1669400,18f70d9c-8aaa-4a19-b5b6-0b985ff7daec,Q1,AMERICAN ACADEMY OF ACTUARIES,1318,AMERICAN ACADEMY OF ACTUARIES,2015,first_quarter,RET,Public plans and actuarial standards of practice; aging and bridging the gap on retirement; late retirement actuarial equivalence; qualified longevity annuity contracts in defined benefit plans; social security and women; improvements in the operation of IRC Section 436 while protecting funded status of pension plans; and mortality tables to calculate pension funding after 2015 (Section 430(h)(3) & Section 417(e)).,"Congressional Budget Office (CBO),Federal Reserve System,Government Accountability Office (GAO),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of",,50000,0,0,2015-04-17T16:28:59.863000-04:00
1669520,3c629409-a9fd-4fb3-bd93-3936cbd157a3,Q1,BANK POLICY INSTITUTE,5290,BANK POLICY INSTITUTE,2015,first_quarter,RET,"Issues related to Department of Labors proposed rule fiduciary rulemaking, which defines when a person providing investment advice becomes a fiduciary under the Employee Retirement Income Security Act of 1974 (ERISA);","Consumer Financial Protection Bureau (CFPB),Defense, Dept of (DOD),Export-Import Bank of the United States (EXIM Bank),Federal Housing Finance Agency (FHFA),Federal Reserve System,HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),Labor, Dept of (DOL),Natl Economic Council (NEC),Office of Management & Budget (OMB),Office of the Comptroller of the Currency (OCC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of,White House Office",,1900000,0,0,2015-04-17T16:42:04.973000-04:00
1669614,06b6e4f6-fc82-4afd-a8e6-ea13ae39741d,Q1,ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG),57475,NEW YORK LIFE INSURANCE COMPANY,2015,first_quarter,RET,Retirement issues included in S. 1270 related to public pension plan reform; Department of Labors proposed regulation with respect to the definition of fiduciary.,"HOUSE OF REPRESENTATIVES,SENATE",70000,,0,0,2015-04-17T16:51:52.083000-04:00
1669642,7f24fbaa-74ee-4cc2-8996-88781ea796d3,Q1,ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG),57475,PRUDENTIAL INSURANCE COMPANY OF AMERICA,2015,first_quarter,RET,"Misc. pension, retirement and savings issues; Bills proposing multiple employer pension plan reform, including S1970, S 1270, S 1979; Bills proposing Lifetime Income Disclosure, including HR 2171, S 1145, and HR 83,  Multiemployer pension plan reform.","HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2015-04-17T16:53:04.397000-04:00
1669672,e5bb2707-3890-40fe-b998-97eb1b65ed48,Q1,INTERNATIONAL BROTHERHOOD OF TEAMSTERS,19855,INTERNATIONAL BROTHERHOOD OF TEAMSTERS,2015,first_quarter,RET,"Proposals to amend ERISA with respect to multi-employer pension plans: implementation of Multi-employer Pension Reform Act (MPRA).
MPRA benefit reduction provisions, special provisions to UPS regarding benefit reductions.
PBGC authority and funding. 
Pensions and bankruptcy priority.
S. Con. Res.11, Isakson Amendment 610, to prevent DOL from promulgating the so-called ERISA ""fiduciary rule"" that would prohibit retirement investment advisors from offering conflicted advice.
S. Con. Res. 11, Sanders Amendment 980 on multi-employer pension plans.","Council on Environmental Quality (CEQ),Defense, Dept of (DOD),Environmental Protection Agency (EPA),Executive Office of the President (EOP),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Natl Economic Council (NEC),President of the U.S.,Securities & Exchange Commission (SEC),SENATE,State, Dept of (DOS),Transportation, Dept of (DOT),Transportation Security Administration (TSA),U.S. Trade Representative (USTR),White House Office",,337000,0,0,2015-04-17T16:58:21.217000-04:00
1669784,74ae2bcb-aeb7-4308-9549-9f105934179d,Q1,"OWENS-ILLINOIS, INC",49646,OWENS-ILLINOIS INC,2015,first_quarter,RET,Pension and retirement issues; PBGC Premiums,"Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,SENATE",,150000,0,0,2015-04-17T17:11:09.497000-04:00
1669894,4644e668-f9e4-4ede-96cd-e470ca51b205,Q1,COVINGTON & BURLING LLP,11195,WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST,2015,first_quarter,RET,Multiemployer pension funding legislation.,"HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE",30000,,0,0,2015-04-17T17:24:01.877000-04:00
1669943,e3601728-4854-41db-816f-a3ddc82df358,Q1,ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG),57475,"METLIFE GROUP, INC.",2015,first_quarter,RET,"General retirement issues, including Stretch IRA.  Treatment of annuities, DOL fiduciary regulations.","HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2015-04-17T17:33:32.477000-04:00
1669978,21e170a7-7971-48b7-95b7-dfcb7a496c5c,Q1,DAVIS & HARMAN LLP,11674,LINCOLN NATIONAL CORPORATION,2015,first_quarter,RET,"Comprehensive pension and retirement savings legislation. Proposals related to electronic disclosure of information. H.R.557 & S.266, Retirement Security Act.","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2015-04-17T17:36:44.177000-04:00
1670170,366bccd4-9e1f-40eb-98c5-f3b7f48bbb5e,Q1,ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG),57475,SECURITIES INDUSTRY & FINANCIAL MARKETS ASSN.,2015,first_quarter,RET,"Administration proposals relating to new fiduciary standards, miscellaneous retirement and pension proposals in the context of tax reform drafts.","HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2015-04-17T18:06:29.420000-04:00
1670263,8bbf92f8-4eed-4ccd-8ff3-e8625d676ac7,Q1,LPL FINANCIAL,401103478,LPL FINANCIAL,2015,first_quarter,RET,"General interest in retirement issues. 
General interest in issues in Auto-IRA legislation and the SAFE Act, Secure Annuities for Employment Retirement Act.","HOUSE OF REPRESENTATIVES,SENATE",,120000,0,0,2015-04-17T18:27:08.710000-04:00
1670402,4f5744b1-213e-467f-953f-c4b6de1ed3df,Q1,THE INGRAM GROUP LLC,400577737,RYMAN HOSPITALITY PROPERTIES,2015,first_quarter,RET,"The Consolidated and Further Continuing Appropriations Act, 2015 (P.L. 113-235); issues related to pensions.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2015-04-17T21:24:25.330000-04:00
1670921,fba36df7-20a3-4888-b5ac-d290ea567f94,Q1,AKIN GUMP STRAUSS HAUER & FELD,682,"RETIREMENT SYSTEMS DATA, LLC",2015,first_quarter,RET,SEAL Act,SENATE,20000,,0,0,2015-04-18T16:22:58.567000-04:00
1671283,8a46ccc9-3336-4302-8106-c63aecaf89bb,Q1,SQUIRE PATTON BOGGS,30906,YRC WORLDWIDE INC.,2015,first_quarter,RET,Pension reform legislation.,HOUSE OF REPRESENTATIVES,10000,,0,0,2015-04-19T09:54:48.273000-04:00
1671387,c0feb891-e7c9-4378-8005-54ad26f6f3e5,Q1,"THE SIMMONS & RUSSELL GROUP, LLC",401103235,"AMERICAN AIRLINES, INC.",2015,first_quarter,RET,Issues related to pensions.,SENATE,30000,,0,0,2015-04-19T11:16:48.637000-04:00