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
2260659,a5696754-3f6e-45d0-a348-10eed0312cc6,Q1,COMMITTEE ON INVESTMENT OF EMPLOYEE BENEFIT ASSETS INC.,401103949,COMMITTEE ON INVESTMENT OF EMPLOYEE BENEFIT ASSETS INC.,2019,first_quarter,RET,"Sought DOL guidance on the inclusion of private equity and other alternative investment options in 401(k)s, or other defined contribution retirement plans","Labor, Dept of (DOL)",,,0,0,2019-03-13T18:46:40.357000-04:00
2260789,d8b24672-8ed3-497c-a4a4-91f9920c646b,Q1,ASSOCIATION OF MATURE AMERICAN CITIZENS,400482380,ASSOCIATION OF MATURE AMERICAN CITIZENS,2019,first_quarter,RET,Healthcare reform solutions and legislation,"HOUSE OF REPRESENTATIVES,SENATE",,20000,0,0,2019-03-28T13:55:27.837000-04:00
2260869,00d8e51c-f3f6-4ed3-ace2-46e42b7d6aac,Q1,"INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO",50400,INTERNATIONAL UNION OF POLICE ASSOCIATIONS AFL-CIO,2019,first_quarter,RET,"HR 1156, S 521, HR 1210","HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE",,20000,0,0,2019-03-31T12:02:57.710000-04:00
2260975,8c992048-2c05-412e-bbb0-251ed133a31b,Q1,FLEET RESERVE ASSOCIATION,14781,FLEET RESERVE ASSOCIATION,2019,first_quarter,RET,"H.R.303 - Retired Pay Restoration Act, S.208 - Retired Pay Restoration, H.R.333 - Disabled Veterans Tax Termination, S.622 - Military Widow's Tax Elimination, H.R.553 - Military Surviving Spouses Equity, H.R.464 - Improve dependency and indemnity compensation for survivors of certain totally disabled veterans","HOUSE OF REPRESENTATIVES,President of the U.S.,SENATE",,120000,0,0,2019-04-01T12:59:47.760000-04:00
2261377,75ec1abf-f0fd-4c66-9781-c4fa88e241f4,Q1,"DOUCET CONSULTING SOLUTIONS, LLC",401104418,WILLIAMS AND JENSEN ON BEHALF OF LOS ANGELES COUNTY EMPLOYEES' RETIREMENT SYSTEM,2019,first_quarter,RET,Legislation and regulations affecting public pension plans,"HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2019-04-03T11:41:40.860000-04:00
2261386,fdf21d83-407f-4826-84e0-f2e12a13d999,Q1,"FORSCEY, PLLC",52880,"WRITERS GUILD OF AMERICA, WEST",2019,first_quarter,RET,Work H.R.397-Rehabilitation for Multiemployer Pensions Act and in support of proposals to provide a loan program for certain distressed multi-employer plans; reform the MEPRA of 2014 and the funding of the Pension Benefit Guarantee Corporation (PBGC) and the funding of multi-employer pension plans generally.,"Federal Communications Commission (FCC),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE",30000,,0,0,2019-04-03T11:44:43.287000-04:00
2261982,eed9fe64-d543-4015-91bc-b2530c97db8d,Q1,"BUILDING AND CONSTRUCTION TRADES DEPT., AFL-CIO",7383,BUILDING AND CONSTRUCTION TRADES DEPT AFL-CIO,2019,first_quarter,RET,"General advocacy, clarification and guidance on NABTU policy concerning multiemployer pension legislation. No bill. 

HR 397 - Rehabilitation for Multiemployer Pensions Act - To amend the Internal Revenue Code of 1986 to create a Pension Rehabilitation Trust Fund, to establish a Pension Rehabilitation Administration within the Department of the Treasury to make loans to multiemployer defined benefit plans. Entire bill.","Energy, Dept of,HOUSE OF REPRESENTATIVES,SENATE",,180000,0,0,2019-04-05T09:51:53.120000-04:00
2262289,f94a98e1-1b3b-48a6-b4fe-c1fc99b777a4,Q1,MR. MARK REY,400454181,NATIONAL OLDER WORKERS CAREER CENTER,2019,first_quarter,RET,Assisting retired federal workers secure new employment opportunities,"HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),SENATE,U.S. Forest Service",6000,,0,0,2019-04-06T17:53:31.357000-04:00
2262452,42066cd3-94b0-490e-8702-d6d386785084,Q1,"ALLON ADVOCACY, LLC",401104657,YODLEE INC.,2019,first_quarter,RET,Best interest rule proposed by SEC,"Commerce, Dept of (DOC),Consumer Financial Protection Bureau (CFPB),Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,Federal Trade Commission (FTC),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Office of the Comptroller of the Currency (OCC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",80000,,0,0,2019-04-08T11:52:49.590000-04:00
2262584,1e7538e8-cde7-4f50-b2ea-c082409fe8b0,Q1,TREA SENIOR CITIZENS LEAGUE,38426,TREA SENIOR CITIZENS LEAGUE,2019,first_quarter,RET,"Social Security Cost of Living Adjustment: H.R. 1553 and H.R. 46, Social Security Reform: S. 521 and H.R. 1170 and S. 478 and S. 269 and H.R. 860 and H.R. 141.","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2019-04-08T14:25:06.707000-04:00
2263077,eb567397-cb7d-45a5-a18e-958825be6263,Q1,NEWS MEDIA ALLIANCE,29298,NEWS MEDIA ALLIANCE,2019,first_quarter,RET,Pension regulation,"HOUSE OF REPRESENTATIVES,Library of Congress (LOC),SENATE",,385518,0,0,2019-04-09T16:01:12.243000-04:00
2263409,1b607318-37b4-4282-8c62-bec31f9985d5,Q1,NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS,26901,NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS,2019,first_quarter,RET,"Issues related to IRA and pension reform.  Issues related to investment advice made in connection with retirement products.  Issues related to individuals and business 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",,590412,0,0,2019-04-10T11:36:07.047000-04:00
2263444,cbe60068-52cf-40b8-8b3e-86a2193f7cbe,Q1,NATIONAL COUNCIL OF FARMER COOPERATIVES,27638,NATIONAL COUNCIL OF FARMER COOPERATIVES,2019,first_quarter,RET,Issues relating to pension premiums paid by farmer cooperatives; provisions relating to agriculture and farmer cooperatives,"Agriculture, Dept of (USDA),Army, Dept of (Corps of Engineers),Commerce, Dept of (DOC),Commodity Futures Trading Commission (CFTC),Environmental Protection Agency (EPA),Food & Drug Administration (FDA),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Transportation, Dept of (DOT),U.S. Trade Representative (USTR)",,312000,0,0,2019-04-10T12:57:25.087000-04:00
2263545,4fd25301-12e3-4b84-b806-e442e86ef4b2,Q1,RICH FEUER ANDERSON,84775,BLACKROCK FUNDS SERVICES GROUP LLC (FORMERLY BLACKROCK CAPITAL MANAGEMENT INC.),2019,first_quarter,RET,"Issues related to retirement security and savings, including retirement income products, retirement income disclosures, and H.R.1007, the ""Retirement Enhancement and Savings Act of 2019.""","HOUSE OF REPRESENTATIVES,SENATE",80000,,0,0,2019-04-10T14:50:23.687000-04:00
2263643,dd4e8204-bab1-4bf9-9165-142fa95ce602,Q1,SIFF & ASSOCIATES PLLC,400665998,"CENTER FOR CAPITAL MARKETS COMPETITIVENESS, U.S. CHAMBER OF COMMERCE",2019,first_quarter,RET,"Department of Labor final fiduciary rule (81 Fed. Reg. 20945, Apr. 8, 2016) and the status of various Prohibited Transaction Exemptions following the 5th Circuit injunction of the final fiduciary rule.  State efforts to impose a patchwork of fiduciary obligations on retirement plans regulated under ERISA and the issues this poses for the uniformity Congress intended when it enacted ERISA with its preemption provision.  Standards governing fiduciaries under section 402 (""Establishment of plan""), section 403 (""Establishment of trust""), section 404 (""Fiduciary duties""), and section 405 (""Liability for breach by co-fiduciary"") of ERISA.","Consumer Financial Protection Bureau (CFPB),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",50000,,0,0,2019-04-10T16:17:21.283000-04:00
2263645,7db307ac-b31e-46b0-ab48-295c3c13e79c,Q1,SIFF & ASSOCIATES PLLC,400665998,FMR LLC,2019,first_quarter,RET,"H.R. 1007, the ""Retirement Enhancement and Savings Act of 2019,"" legislation to improve the ability of Americans to save for retirement and to make it easier for employers to provide retirement benefits to their workers; entire bill.  H.R. 1994, the ""Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019,"" legislation to allow more and easier ways for workers to save for retirement; entire bill.  S. 321, the ""Retirement Security Act of 2019,"" legislation to improve the ability of Americans to save for retirement and to make it easier for employers to provide retirement benefits to their workers; entire bill.  SEC proposed Regulation Best Interest (83 Fed. Reg. 21574, May 9, 2018).  Proposals and concepts to revise agency interpretations to make it easier for employers to offer retirement savings to their workers (no bill introduced).  Proposals to simplify disclosures for investors using email communications (no bill introduced).  Department of Labor final fiduciary rule (81 Fed. Reg. 20945, Apr. 8, 2016) following Fifth Circuit injunction and impending regulatory response to the injunction.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",50000,,0,0,2019-04-10T16:21:23.307000-04:00
2263649,5073857c-5121-4752-a9c3-ba48856ecbb3,Q1,SIFF & ASSOCIATES PLLC,400665998,SIGNATORY WALL AND CEILING CONTRACTORS ALLIANCE,2019,first_quarter,RET,"H.R. 397, the ""Rehabilitation for Multiemployer Pensions Act,"" legislation to amend the Internal Revenue Code of 1986 to create a Pension Rehabilitation Trust Fund and to establish a Pension Rehabilitation Administration within the Department of the Treasury to make loans to multiemployer defined benefit plans; entire bill. Legislative proposal to amend the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986 to authorize a new composite multiemployer pension plan design (no bill introduced).  General education concerning the need for Congress to pass legislation to reform multiemployer pensions, to address more than just ""red zone"" plans, to provide solutions for the long-term stability of the multiemployer pension system, and to avoid proposals that would cause additional multiemployer plans to face insolvency.  General education concerning the importance of authorizing new plan designs as part of any comprehensive reform of multiemployer defined benefit pension plans.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Transportation, Dept of (DOT),Treasury, Dept of,White House Office",30000,,0,0,2019-04-10T16:22:25.260000-04:00
2263773,13491aa0-b1b3-4038-aecc-a6f7d0a2bcc7,Q1,DANEA KEHOE,67570,NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS,2019,first_quarter,RET,"RESA, SECURE Act","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",10000,,0,0,2019-04-11T05:51:00.113000-04:00
2264012,45ef5d98-73bd-46b6-bdc6-c46e24f36a5e,Q1,THORSEN FRENCH ADVOCACY LLC,400599826,DIRECTORS GUILD OF AMERICA,2019,first_quarter,RET,Multi-employer Pension Reform.,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2019-04-11T12:16:19.243000-04:00
2264063,15dbf6ed-5e38-41b3-a927-440be5910b6c,Q1,THORSEN FRENCH ADVOCACY LLC,400599826,INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES,2019,first_quarter,RET,Multi-employer pension reform.,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2019-04-11T12:42:38.293000-04:00
2264372,b5cf5060-f3d1-4792-bd4d-f71ebae97fd4,Q1,ATLAS ADVOCACY,401100069,UNITED MINE WORKERS OF AMERICA,2019,first_quarter,RET,HR 935 - Miners Pemsion Protection Act - a bill to provide for transfers to the 1974 UMWA pension plan and a reduction in the minimum age for allowable in-service distributions.,"HOUSE OF REPRESENTATIVES,SENATE",36000,,0,0,2019-04-11T17:05:52.190000-04:00
2264375,e9cd7f15-af84-47b6-97f2-de751b15b868,Q1,"MORGAN, LEWIS & BOCKIUS, LLP",25818,ROAD CARRIERS LOCAL 707 WELFARE AND PENSION FUNDS,2019,first_quarter,RET,Issues relating to Multiemployer Pension Plans,"HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2019-04-11T17:09:53.130000-04:00
2264376,dcc4c701-171b-4013-a0c0-7c67f4a12294,Q1,"MORGAN, LEWIS & BOCKIUS, LLP",25818,NEW YORK STATE TEAMSTERS CONFERENCE PENSION AND RETIREMENT FUND,2019,first_quarter,RET,Issues relating to Multiemployer Pension Plans,"HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2019-04-11T17:10:54.070000-04:00
2264461,7ccabeb0-29e7-4e90-b60c-f72bea521724,Q1,"MERCURY PUBLIC AFFAIRS, LLC",70175,"PRIMERICA, INC.",2019,first_quarter,RET,"Department of Labor final rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); H.R. 1090, the Retail Investor Protection Act, provisions relating to the Department of Labor coordinating retail customer standards of conduct with the Securities and Exchange Commission to minimize regulatory conflicts; H.R. 4293, the Affordable Retirement Advice Protection Act; H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support Act.","HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE",30000,,0,0,2019-04-12T06:47:39.247000-04:00
2264552,887c93fc-9d8a-467a-a09a-dcbdac4ba21b,Q1,MWR CONSULTING,401104301,"HOLLISTER, INC.",2019,first_quarter,RET,Employee Retirement Income Security Act,"Centers For Medicare and Medicaid Services (CMS),HOUSE OF REPRESENTATIVES,SENATE",45000,,0,0,2019-04-12T10:33:22.937000-04:00
2264713,3c0b52dd-2109-409f-af3c-0adcaf85cf08,Q1,THE ERISA INDUSTRY COMMITTEE,13803,ERISA INDUSTRY COMMITTEE,2019,first_quarter,RET,"PBGC premiums
ERISA and I.R.C. section 420; all provisions
Paid leave
H.R. 761 - Pension and Budget Integrity Act (PBIA)/S. 270 - Pension and Budget Integrity Act
General issues and regulations: pension and retirement proposals
Frozen defined benefit plans and nondiscrimination testing
Lifetime income illustrations on benefit statements
Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief","Centers For Medicare and Medicaid Services (CMS),Council of Economic Advisers (CEA),Equal Employment Opportunity Commission (EEOC),Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Natl Economic Council (NEC),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of",,110000,0,0,2019-04-12T12:58:34.967000-04:00
2264847,032a3a82-331c-4845-b8b2-6a048253bc4b,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,2019,first_quarter,RET,"401 (k) Disclosure:  Track Department of Labor rulemaking regarding 401 (k) fee disclosure.

Monitor the SEC's proposed Regulation Best Interest.

Lobby in support of the Lifetime Income Disclosure Act.

Lobby in support of the Retirement Enhancement and Savings Act, Lobby in support of H.R. 1994 - the SECURE Act.","Commodity Futures Trading Commission (CFTC),HOUSE OF REPRESENTATIVES,Risk Management Agency,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,530000,0,0,2019-04-12T14:39:29.397000-04:00
2264990,7bd3ff2d-ce51-4ee5-af13-b48008ac77dc,Q1,"PAYCHEX, INC.",401104380,"PAYCHEX, INC.",2019,first_quarter,RET,Promoting legislation that would encourage 401(k) uptake,"HOUSE OF REPRESENTATIVES,SENATE",,10000,0,0,2019-04-12T16:09:18.323000-04:00
2265205,aba44b29-1073-496f-a12d-2de56b3b8edc,Q1,PETER TURZA,401103236,"ABF FREIGHT SYSTEMS, INC.",2019,first_quarter,RET,"Issues arising with respect to multiemployer pension plans and the obligations of contributing employers to such plans involving ERISA, the Internal Revenue Code, MPPAA, the PPA and subsequent legislative efforts including the co-called Butch Lewis Act.","HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2019-04-14T16:37:55.597000-04:00
2265282,d3a60049-2f84-48d7-a3d8-5452d8a39249,Q1,UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA,39063,UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA,2019,first_quarter,RET,"Issues regarding the creation of new composite multiemployer plans.

Issues regarding the funding of multiemployer pension plans, funding and solvency of the PBGC Multiemployer Fund. 

H.R. 397, the ""Rehabilitation for Multiemployer Pensions Act,"" to amend the Internal Revenue Code of 1986 to create a Pension Rehabilitation Trust Fund, and to establish a Pension Rehabilitation Administration within the Department of the Treasury to make loans to multiemployer defined benefit plans; entire bill.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Transportation, Dept of (DOT)",,130000,0,0,2019-04-15T07:13:36.573000-04:00
2265312,ba5531ae-660a-41fd-966c-554734bb069a,Q1,SOCIETY FOR HUMAN RESOURCE MANAGEMENT,35946,SOCIETY FOR HUMAN RESOURCE MANAGEMENT,2019,first_quarter,RET,"H.R. 1994 Setting Every Community up for Retirement Enhancement (SECURE) Act (Ease administration of retirement plans)
H.R. 1043/S. 460 Employer Participation in Student Loan Assistance Act (Expansion of Section 127 of the IRC for student loan repayment)

Upward Mobility Enhancement Act (Expansion of Section 127 of the IRC to Increase Tax-Deferred Amount)","Equal Employment Opportunity Commission (EEOC),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Natl Labor Relations Board (NLRB),SENATE,Small Business Administration (SBA),White House Office",,535168,0,0,2019-04-15T08:34:48.290000-04:00
2265468,2020d8db-eaec-4281-a023-479965972b29,Q1,NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE,27467,NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE,2019,first_quarter,RET,"Cost of Living Adjustment Relief.  H.R. 860/S. 269, Social Security 2100 Act; H.R. 1170/S. 478, Social Security Expansion Act; H.R. 1553, the Fair COLA for Seniors Act of 2019:  Proposals to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining cost-of-living adjustments (COLAs) for Social Security beneficiaries.

Social Security Expansion. H.R. 860/S. 269, Social Security 2100 Act:  Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes.

Caregiver Social Security Credits. (No Bill):  Proposal to provide Social Security wage credits for individuals who reduce their participation in the workforce or leave the workforce to provide care to specified family members and relatives.

Social Security Commission.  (No Bill):  Proposal to require a commission to make recommendations for achieving solvency of the Social Security trust funds for 75 years.

Supplemental Security Income.  (No Bill):  Proposal to update provisions in the SSI program to reflect inflation since 1972 and to increase the asset limit to $10,000 for an individual and $15,000 for a couple.

Social Security Government Pension Offset and Windfall Elimination Provision.  H.R. 141/S. 521, Social Security Fairness Act of 2019:  Proposal to repeal the Government Pension Offset and Windfall Elimination Provision.  

Social Security Administration Online Services.  (No Bill):  Proposals pertaining to SSAs administrative decision to require individuals who have ""mySocialSecurity"" accounts to receive a code on a cell phone capable of receiving a text message in order to log into their account.

Social Security Administration Nomination. (No Bill):  Proposals pertaining to the President of the United Statess nomination of Andrew M. Saul of New York to be Commissioner of Social Security for the term expiring January 19, 2025. 

Social Security Benefit Statement (No Bill):  Proposals to have the Social Security Administration resume annual distribution of benefit statements to eligible individuals.

Protecting Seniors from Garnishment.  (No Bill):  Proposals to protect Social Security beneficiaries from having their Social Security benefits garnished to recover unpaid student loans.

Disability Adjudication.  (No Bill):  Proposal to stop the Social Security Administration from reinstituting the reconsideration step of the Social Security Disability Insurance (SSDI) adjudication process in the ten states where that step is not used.   

Social Security and Supplemental Security Income Disability Benefits Adjudication.  (No Bill):  Comments on regulatory proposals to alter the rules regarding the evaluation of medical evidence for the purpose of adjudicating claims for both Social Security and Supplemental Security Income disability benefits.

Prohibit Payment of Social Security and Supplemental Security Insurance Benefits.  (No Bill):  Proposal to bar payment of benefits for seniors with outstanding warrants for their arrest.  

Social Security Benefit Improvement.  (No Bill):  Proposal to adjust benefit levels for individuals who have been on the Social Security Benefit rolls for many years. 

Social Security Office Closures.  (No Bill):  Proposals to protect and preserve Social Securitys network of local field offices from closure or consolidation.","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),Labor, Dept of (DOL),Natl Economic Council (NEC),Office of Management & Budget (OMB),SENATE,Social Security Administration (SSA),Treasury, Dept of",,220000,0,0,2019-04-15T10:38:50.463000-04:00
2265751,d7bf8763-4e60-4d79-86a0-2aa0a71c6911,Q1,"CAPITOL HILL STRATEGIES,  LLC",91774,INVESTMENT COMPANY INSTITUTE,2019,first_quarter,RET,"Legislation to enhance retirement plan options
H.R. 1994--Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019.","HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2019-04-15T13:16:39.890000-04:00
2265816,dec93213-b59b-45ae-a5c6-51ef1512b87a,Q1,"CAPITOL HILL STRATEGIES,  LLC",91774,PRINCIPAL FINANCIAL GROUP,2019,first_quarter,RET,"H.R. 1994, the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019, provisions to expand opportunities to increase retirement savings and improve the portability of lifetime income options from one plan to another.
H.R.5282/S.2526, Retirement Enhancement and Savings Act, provisions encouraging workers to save more for retirement, small employer retirement plan coverage, worker participation and education, and facilitates guaranteed lifetime income in retirement.","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2019-04-15T13:47:06.090000-04:00
2265833,5e32fdb5-c29d-4849-9d87-7b606b8020c2,Q1,"CAPITOL HILL STRATEGIES,  LLC",91774,PRUDENTIAL FINANCIAL INC,2019,first_quarter,RET,"H.R. 1994, the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019, provisions to expand opportunities to increase retirement savings and improve the portability of lifetime income options from one plan to another.
Legislation to enhance retirement plan options","HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2019-04-15T13:55:12.517000-04:00
2266315,5bd69490-ca41-4d25-89af-bfe7c1395bd3,Q1,HOLLAND & KNIGHT LLP,18466,"CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.",2019,first_quarter,RET,Educating Members of Congress and staff on the Department of Labor's Conflict of Interest Rule.,"HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2019-04-15T17:32:14.697000-04:00
2266856,ce1de8fd-ce21-4bc4-ad9d-bf21f1c5332a,Q1,SQUIRE PATTON BOGGS,30906,AON SERVICE CORPORATION (FKA AON HEWITT),2019,first_quarter,RET,Advice regarding retirement-related legislation and regulatory reform.,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2019-04-16T11:14:36.257000-04:00
2267390,b36abddf-dd4a-4431-ae27-7315d9534c88,Q1,WINNING STRATEGIES WASHINGTON,50796,NATIONAL TROOPERS COALITION,2019,first_quarter,RET,Retirement issues,"HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2019-04-16T13:46:41.297000-04:00
2267432,e2f57d55-dbd2-4b1d-9564-684e7c80c8df,Q1,"MELTSNER STRATEGIES, LLC",401079030,NATIONAL ORGANIZATION OF SOCIAL SECURITY CLAIMANTS' REPRESENTATIVES,2019,first_quarter,RET,Issues Related to Social Security Disability reform,"HOUSE OF REPRESENTATIVES,SENATE",15000,,0,0,2019-04-16T13:58:50.793000-04:00
2267434,7a12461e-3ec6-4112-ba78-f58d008a7da8,Q1,WINNING STRATEGIES WASHINGTON,50796,PRUDENTIAL,2019,first_quarter,RET,Retirement,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2019-04-16T14:00:51.637000-04:00
2267480,dfc2b952-7cbf-4174-904b-adb37eb5eef1,Q1,NATIONWIDE MUTUAL INSURANCE COMPANY,26411,NATIONWIDE MUTUAL INSURANCE COMPANY,2019,first_quarter,RET,"-H.R. 1994, Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - to encourage retirement savings
-H.R. 1007, S. 972, Retirement Enhancement and Savings Act of 2019 (RESA) - To amend the Internal Revenue Code of 1986 to encourage retirement savings, and for other purposes.
-H.R. ___, Automatic Retirement Plan Act - to mandate employers provide employees with retirement savings opportunities, among other retirement related improvements. 
-S. __, Retirement Security and Savings Act - To amend the Internal Revenue Code of 1986 to encourage retirement and family savings, and for other purposes. (Portman/Cardin II)
-H.R.1993, to modify the rules relating to multiple employer plans and pooled employer plans and to modify PBGC premiums for CSEC plans.
-H.R. 397 Rehabilitation for Multiemployer Pensions Act 2019 - This bill establishes the Pension Rehabilitation Administration within the Department of the Treasury and a related trust fund to make loans to certain multiemployer defined benefit pension plans
-H.R. 545, the Financial Relief for Feds Act - to allow penalty-free distributions from retirement accounts in the case of Federal employees and certain Federal contractors impacted by the Federal Government shutdown.
-H.R. 860, the Social Security 2100 Act - To protect our Social Security system and improve benefits for current and future generations.
-H.R. 1084, Family Savings Act of 2019 - To amend the Internal Revenue Code of 1986 to encourage retirement and family savings, and for other purposes.
-H.R.1938 - To amend the Internal Revenue Code of 1986 to provide a credit to small employers providing an eligible automatic contribution arrangement under a retirement savings plan. (start-up credit to encourage plans with auto-enrollment features. Included in SECURE Act)
-H.R. 1439, the Increasing Access to a Secure Retirement Act -to provide a fiduciary safe harbor for the selection of a lifetime income provider, and for other purposes.
-H.R. 1043, S. 460, the Employer Participation in Repayment Act - This bill expands the tax exclusion for employer-provided educational assistance to include payments of qualified education loans by an employer to either an employee or a lender.
-H.R. 1194, S. 448, the Graduate Student Savings Act - This bill allows funds paid to an individual to aid in the pursuit of graduate or postdoctoral study or research to be saved in an Individual Retirement Account (IRA).
-S. 321 Retirement Security Act - amend the Internal Revenue Code of 1986 to modify safe harbor requirements applicable to automatic contribution arrangements
-S. 322, SIMPLE Plan Modernization Act - making improvements to SIMPLE retirement accounts and easing the transition from a SIMPLE plan to a 401(k) plan
-H.R. 4610 (2017), RETIRE Act - authorize the electronic delivery of pension plan documents required to be furnished to a plan participant, beneficiary, or other individual.
-H.R.1815, SEC Disclosure Effectiveness Testing Act - require the Securities and Exchange Commission, when developing rules and regulations about disclosures to retail investors, to conduct investor testing
-H.R.1043; S. 460, Participation in Repayment Act of 2019, Student Debt repayments through employer contributions 
-H.R.7203 (2018), Long-Term Care Account Act - allows tax-exempt long-term care accounts that are funded using a taxpayer's gains from the sale or assignment of a life insurance contract.
-H.R. 1516. S. 647, Wall Street Tax Act - to impose a tax on certain trading transactions","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)",,1070000,0,0,2019-04-16T14:24:00.207000-04:00
2267629,a7aabbd7-65da-4276-be03-fce7b31423d2,Q1,FINANCIAL EXECUTIVES INTERNATIONAL,14520,FINANCIAL EXECUTIVES INTERNATIONAL,2019,first_quarter,RET,Pension and retirement regulations and legislation,"Commodity Futures Trading Commission (CFTC),Defense Contract Audit Agency (DCAA),Defense, Dept of (DOD),Government Accountability Office (GAO),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Natl Economic Council (NEC),Office of Management & Budget (OMB),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,22550,0,0,2019-04-16T15:00:24.207000-04:00
2267710,d1bc28ab-cdd9-4fb4-bb02-4bd5f6159737,Q1,APPALACHIAN CITIZENS LAW CENTER INC.,401104549,APPALACHIAN CITIZENS LAW CENTER INC.,2019,first_quarter,RET,Legislation that seeks to address the crisis surrounding pensions of coal miners and their families. S. 27. H.R. 935.,"HOUSE OF REPRESENTATIVES,SENATE",,10000,0,0,2019-04-16T15:13:34.297000-04:00
2268194,83eede65-d44e-4b47-8585-0e9163c86781,Q1,UNITED FOOD & COMMERCIAL WORKERS INTERNATIONAL UNION,39121,UNITED FOOD & COMMERCIAL WORKERS INTERNATIONAL UNION,2019,first_quarter,RET,Met with House and Senate staff regarding pension issues such as Rehabilitation for Multiemployer Pensions Act (HR 397).,"HOUSE OF REPRESENTATIVES,SENATE",,190000,0,0,2019-04-17T08:38:00.287000-04:00
2268431,18f41d78-c2cd-48ef-a293-bd728c53f60a,Q1,PRINCIPAL FINANCIAL GROUP,32178,PRINCIPAL FINANCIAL GROUP,2019,first_quarter,RET,"HR 1994 - Not Yet Titled - To amend the Internal Revenue Code of 1986 to encourage retirement savings, and for other purposes. 

HR 1993 - Not Yet Titled - To amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the rules relating to multiple employer plans and pooled employer plans and to modify PBGC premiums for CSEC plans. 

HR 1007 - Retirement Enhancement and Savings Act of 2019 - To amend the Internal Revenue Code of 1986 to encourage retirement savings, and for other purposes.

HR 982 - Not Yet Titled - To avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes.
This bill requires the Department of the Treasury and the Department of Labor to cooperate to modify specified returns required for deferred compensation plans and other employee benefit plans to permit all members of a group of plans to file a single aggregated annual return or report satisfying the requirements of both the Internal Revenue Code and the Employee Retirement Income Security Act of 1974 (ERISA).
The requirement applies to a group in which all of the plans
are individual account plans or defined contribution plans;
have the same trustee, the same one or more named fiduciaries, the same administrator, and plan years beginning on the same date; and
provide the same investments or investment options to participants and beneficiaries.
The bill also specifies that, for the purposes of applying the numerical limitations related to the electronic filing of returns for deferred compensation plans, each plan for which information is provided on the return must be treated as a separate return.

HR 1084 - Family Savings Act of 2019 - o amend the Internal Revenue Code of 1986 to encourage retirement and family savings, and for other purposes.

HR 1439 - Increasing Access to s Secure Retirement Act of 2019 - To amend the Employee Retirement Income Security Act of 1974 to provide a fiduciary safe harbor for the selection of a lifetime income provider, and for other purposes.

S 354 - Not Yet Titled - To avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes.
his bill requires the Department of the Treasury and the Department of Labor to cooperate to modify specified returns required for deferred compensation plans and other employee benefit plans to permit all members of a group of plans to file a single aggregated annual return or report satisfying the requirements of both the Internal Revenue Code and the Employee Retirement Income Security Act of 1974 (ERISA).
The requirement applies to a group in which all of the plans
are individual account plans or defined contribution plans;
have the same trustee, the same one or more named fiduciaries, the same administrator, and plan years beginning on the same date; and
provide the same investments or investment options to participants and beneficiaries.
The bill also specifies that, for the purposes of applying the numerical limitations related to the electronic filing of returns for deferred compensation plans, each plan for which information is provided on the return must be treated as a separate return.

S 972 - Not Yet Titled - A bill to amend the Internal Revenue Code of 1986 to encourage retirement savings, and for other purposes.","HOUSE OF REPRESENTATIVES,SENATE",,850000,0,0,2019-04-17T10:46:54.977000-04:00
2268449,b0ec05c6-19e9-4de9-b3e7-0fe982d59ff0,Q1,"OWENS-ILLINOIS, INC",49646,OWENS-ILLINOIS INC,2019,first_quarter,RET,Pension and retirement issues; PBGC Premiums.,"Energy, Dept of,Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE,Treasury, Dept of,U.S. Trade Representative (USTR)",,150000,0,0,2019-04-17T10:48:58.620000-04:00
2268468,cc96d06e-c623-49e1-997a-0f1be3704019,Q1,DAVIS & HARMAN LLP,11674,MISSIONSQUARE RETIREMENT,2019,first_quarter,RET,"Proposals related to retirement and retiree health savings and collective investment trusts. S. 2526, Retirement Enhancement and Savings Act (115th Congress). H.R. 4610/S. 3795, RETIRE Act (115th Congress). S. 3781, Retirement Security and Savings Act (115th Congress). H.R. 1007, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2019-04-17T10:52:04.157000-04:00
2268473,988d4209-aef1-47f1-936c-c9ce81f59773,Q1,DAVIS & HARMAN LLP,11674,MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY,2019,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 lifetime income.  Proposals related to tax treatment of retirement plans, IRAs, and annuity products. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 4604, Increasing Access to a Secure Retirement Act (115th Congress). S. 2526, Retirement Enhancement and Savings Act (115th Congress). H.R. 6757, Family Savings Act (115th Congress). Executive Order 13847, Strengthening Retirement Security in America. S. 3781, Retirement Security and Savings Act (115th Congress). H.R. 1994, Setting Every Community Up for Retirement Enhancement Act.  S. 321, Retirement Security Act. H.R. 1007, Retirement Enhancement and Savings Act. H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 4637, the SAVE Act (115th Congress).","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2019-04-17T10:54:06.890000-04:00
2268491,fbf997a2-4027-48cf-beb3-2636917d7574,Q1,DAVIS & HARMAN LLP,11674,INSPIRA FINANCIAL,2019,first_quarter,RET,"Issues related to retirement savings. Issues related to automatic rollovers, missing participants, PBGC, and cash-out limits. H.R. 4158, the Retirement Plan Modernization Act (115th Congress). S. 2474/H.R. 6540, Retirement Savings Lost and Found Act (115th Congress). S. 2526, Retirement Enhancement and Savings Act (115th Congress). H.R. 1007, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. S. 3781, Retirement Security and Savings Act (115th Congress).",HOUSE OF REPRESENTATIVES,,,0,0,2019-04-17T10:57:12.957000-04:00
2268508,97186575-5257-4be3-abd4-8411dc09788a,Q1,DAVIS & HARMAN LLP,11674,RETIREMENT INDUSTRY TRUST ASSOCIATION,2019,first_quarter,RET,"Issues related to retirement savings, self-directed IRAs, and alternative investments.  S. 2526, Retirement Enhancement and Savings Act (115th Congress).  H.R. 1007, Retirement Enhancement and Savings Act.  H.R. 1994, Setting Every Community Up for Retirement Enhancement Act.","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2019-04-17T11:00:17.147000-04:00
2268527,66332359-d943-475c-bf4f-3c8a4d1ab763,Q1,DAVIS & HARMAN LLP,11674,SPARK INSTITUTE,2019,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. H.R. 854 Retirement Security for American Workers (115th Congress). Issues related to lifetime income and auto features. H.R. 4610/S. 3795, RETIRE Act (115th Congress). S. 2526, Retirement Enhancement and Savings Act (115th Congress). H.R. 4604, Increasing Access to a Secure Retirement Act (115th Congress).  H.R. 1007, Retirement Enhancement and Savings Act.  H.R. 1994, Setting Every Community Up for Retirement Enhancement Act.",HOUSE OF REPRESENTATIVES,10000,,0,0,2019-04-17T11:02:22.460000-04:00
2268533,99ee5c88-f4f0-492f-acff-61e6a449b417,Q1,DAVIS & HARMAN LLP,11674,TIAA,2019,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. Proposals that would consolidate various retirement and IRA types. H.R. 4610/S. 3795, RETIRE Act (115th Congress). S. 2526, Retirement Enhancement and Savings Act (115th Congress). H.R. 6757, Family Savings Act (115th Congress). S. 3781, Retirement Security and Savings Act (115th Congress). H.R. 1007, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 1439, Increasing Access to a Secure Retirement Act.","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2019-04-17T11:05:24.543000-04:00
2268573,97e9b7f8-595e-4f4c-95cb-47a152e47ceb,Q1,DAVIS & HARMAN LLP,11674,VANGUARD GROUP,2019,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, including H.R. 4610/S. 3795, RETIRE Act (115th Congress). Executive Order 13847, Strengthening Retirement Security in America.",HOUSE OF REPRESENTATIVES,10000,,0,0,2019-04-17T11:11:41.703000-04:00
2268579,832d3c74-ed44-4d02-adc1-2600765bad25,Q1,DAVIS & HARMAN LLP,11674,VOYA SERVICES COMPANY,2019,first_quarter,RET,"Issues related to retirement and taxation. Issues related to employee benefit plan administration and electronic delivery of IRC- and ERISA- mandated statements and disclosures. H.R. 4610/S. 3795, RETIRE Act (115th Congress). S. 2526, Retirement Enhancement and Savings Act (115th Congress). H.R. 6757, Family Savings Act (115th Congress). H.R. 1007, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act.","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2019-04-17T11:13:45.003000-04:00
2268622,9bfd3db8-1e2f-47f3-a11b-3a326975b977,Q1,NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION,26477,NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION,2019,first_quarter,RET,"Air Traffic Control retirement issue eligibility. Controller staffing, Thrift Savings Plan, federal pensions. CIP, FERS/CSRS. Sequestration. Federal Employee Tax. FEHBP. Impact of government shutdown. Merit Systems Protection Board. Retired military controllers. Air Traffic Controller Federal Employees Retirement System Supplemental Retirement. OPM Letter - Federal Employee Retirement.","Federal Aviation Administration (FAA),HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT)",,234000,0,0,2019-04-17T11:20:59.523000-04:00
2268780,9b117924-ae89-423d-8f52-142faaca50f4,Q1,AMERICAN BENEFITS COUNCIL,4675,AMERICAN BENEFITS COUNCIL,2019,first_quarter,RET,"Legislative
Equality Act - H.R. 5/S. 788
Retirement Security Act of 2019 - S. 321 
Rehabilitation for Multiemployer Pensions Act - H.R. 397
Retirement Enhancement and Savings Act of 2019 - S. 972
Family Savings Act of 2019 - H.R. 1084 
IRC and ERISA modify rules relating to multiple employer plans, pooled employer plans and PBGC premiums for CSEC plans - H.R. 1993
Setting Every Community Up for Retirement Enhancement Act of 2019 - H.R. 1994
The Retirement Security & Savings Act (Sens. Portman and Cardin)
Tax Incentives for 401 (k) contributions
Financial wellness
Fiscal Year 2020 Budget Proposal 
Non-discrimination issues affecting defined benefit plans 
Defined benefit pension plan funding rules
PBGC premiums

Regulatory and Other
Executive Order on Strengthening Retirement Security in America 
ERISA Uniformity
Electronic communication and disclosure of benefits information 
Required minimum distribution (RMD) rules related to 403 (b) plans
Multiple Employer Plans - MEPs 
Multiemployer pension plan issues
State retirement plan initiatives  
Plan administration - certification of hardship withdrawals and determination letter program 
Hardship Withdrawals
Lump sum payments 
Student loan repayment benefit
Missing Participants 
Emergency savings","Centers For Medicare and Medicaid Services (CMS),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of,White House Office",,286391,0,0,2019-04-17T11:41:49.777000-04:00
2268803,cb2108ec-948c-43b4-8805-c0dd13eb4981,Q1,"HECHT LATHAM SPENCER & ASSOCIATES, INC., FORMERLY KNOWN AS HECHT SPENCER & ASSOC",17966,BOY SCOUTS OF AMERICA,2019,first_quarter,RET,H.R. 1007 - Retirement Enhancement and Savings Act of 2019 - Section 206 - modification of PBGC premium rules for cooperatives and charities.,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2019-04-17T11:42:57.217000-04:00
2268820,fff21332-bb9e-4e31-8d13-ef763afb3005,Q1,THORN RUN PARTNERS,400534596,AARP,2019,first_quarter,RET,Social Security changes to benefits and eligibility.,"HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2019-04-17T11:45:03.483000-04:00
2268877,c5881722-2b26-4633-9425-3157ca00b039,Q1,UPS (UNITED PARCEL SERVICE),39223,UPS (UNITED PARCEL SERVICE),2019,first_quarter,RET,"-MEPP-HR 397 -Multi employer Restoration Act 
-Raising awareness and advocating for a solution to the MEPP crisis","Commerce, Dept of (DOC),Congressional Budget Office (CBO),Executive Office of the President (EOP),Federal Aviation Administration (FAA),Government Accountability Office (GAO),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Office of Management & Budget (OMB),SENATE,State, Dept of (DOS),Transportation, Dept of (DOT),Treasury, Dept of,U.S. Customs & Border Protection,U.S. Trade Representative (USTR)",,2070000,0,0,2019-04-17T11:50:24.550000-04:00
2268894,488645a6-a5ea-4ca7-91df-38cf9d091ba9,Q1,DAVIS & HARMAN LLP,11674,LINCOLN NATIONAL CORPORATION,2019,first_quarter,RET,"Comprehensive pension and retirement savings legislation. S. 2526, Retirement Enhancement and Savings Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 1007, Retirement Enhancement and Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act.","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2019-04-17T11:51:29.677000-04:00
2268975,462b56fd-6f93-4cb5-aa6d-c16d31f62dbe,Q1,"NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC.",26980,"NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC.",2019,first_quarter,RET,Social Security Fairness Act; Windfall Elimination Provision (WEP) reform; Law enforcement Officers Equity Act; protecting and preserving public pension plans; Rehabilitation for Multiemployer Pensions Act,"Bureau of Justice Assistance,HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Office of Justice Program,SENATE",,40000,0,0,2019-04-17T12:05:58.893000-04:00
2268999,7f9c2974-60e7-41fc-9291-092fb392b19f,Q1,TRUCKER HUSS APC,400537609,WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND,2019,first_quarter,RET,"Composite Plan legislation (GROW Act H.R. 4997), Multiemployer pension funding and solvency, PBGC premiums","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of",20000,,0,0,2019-04-17T12:09:06.503000-04:00
2269062,74329642-4e93-40be-8856-2598cfceae74,Q1,"CASSIDY & ASSOCIATES, INC.",8453,SOCIETY OF ACTUARIES,2019,first_quarter,RET,General legislative issues related to actuarial profession,"HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",20000,,0,0,2019-04-17T12:19:31.437000-04:00
2269437,cc0ba316-2686-43fe-be0a-9dad1cb13e1c,Q1,STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES,83854,STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES,2019,first_quarter,RET,"Retirement savings incentives, including Automatic Retirement Plan Act; Retirement Enhancement and Savings Act; Retirement Plan Simplification and Enhancement Act; Portman-Cardin bill","Commerce, Dept of (DOC),Commodity Futures Trading Commission (CFTC),Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,HOUSE OF REPRESENTATIVES,Natl Economic Council (NEC),Natl Security Council (NSC),Office of the Comptroller of the Currency (OCC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,720000,0,0,2019-04-17T13:44:55.213000-04:00
2269536,9ce84e1d-f786-4b1b-8deb-4ccee37630e0,Q1,TRANSPORTATION COMMUNICATIONS NATIONAL UNION/IAM (FKA TRANSPORTATION COMMUNICATI,38368,TRANSPORTATION COMMUNICATIONS NATIONAL UNION/IAM (FKA TRANSPORTATION COMMUNICATI,2019,first_quarter,RET,"Railroad Retirement Board (RRB) - TCU meets periodically with the Railroad Retirement Board (RRB) to discuss the Boards operations, the trusts status, and any potential policy changes in the future.

RRB Funding - TCU communicated with the RRB as well as House and Senate staff to discuss funding issues at the Board and possible remedies in future appropriations bills.","AMTRAK - Natl Railroad Passenger Corporation,HOUSE OF REPRESENTATIVES,Railroad Retirement Board,SENATE",,180000,0,0,2019-04-17T14:05:30.390000-04:00
2269634,eba51aec-2551-4574-a136-e58b910c1fa6,Q1,KEVIN KAYES,401104434,ARCBEST,2019,first_quarter,RET,Issues related to multi-employer retirement plans.,"HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2019-04-17T14:31:12.600000-04:00
2269642,84b934dc-0bb3-40e4-a570-da9bc0a7c1c4,Q1,KEVIN KAYES,401104434,THE BROADWAY LEAGUE INC.,2019,first_quarter,RET,Issues related to multi-employer pension plans.,"HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",30000,,0,0,2019-04-17T14:34:17.367000-04:00
2269820,137890a5-d17b-4bbc-b5f4-6b512c1d0037,Q1,"MINDSET ADVOCACY, LLC",296271,LPL FINANCIAL LLC,2019,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",40000,,0,0,2019-04-17T15:02:21.720000-04:00
2269917,710bdf92-848b-4bed-a4c5-87446b8fa41b,Q1,THORN RUN PARTNERS,400534596,JACKSON NATIONAL LIFE INSURANCE COMPANY,2019,first_quarter,RET,H.R. 4606 Increasing Access to a Secure Retirement Act;. H.R. 5282 Retirement Enhancement and Savings Act (RESA) of 2019.,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2019-04-17T15:18:00.233000-04:00
2269962,fe7e3056-8df2-468c-a1e2-9094d5834501,Q1,KNIGHT CAPITOL CONSULTANTS,40036301,CNO FINANCIAL GROUP,2019,first_quarter,RET,"Development of Retirement Enhancement and Savings Act (S. 972) 
Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2019-04-17T15:28:18.603000-04:00
2269988,2569d0ca-04b7-4446-8e8c-676dc93ccd4f,Q1,INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS,19775,INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS,2019,first_quarter,RET,"Support Butch Lewis Act, H.R. 397
Oppose Composite Pension Proposal  (No Bill Number)","HOUSE OF REPRESENTATIVES,SENATE",,495000,0,0,2019-04-17T15:31:23.857000-04:00
2270141,3c72099f-da4c-427d-b9b3-513bbd9de4bb,Q1,THE ARC OF THE UNITED STATES,4174,ARC OF THE UNITED STATES,2019,first_quarter,RET,"Improvements to Social Security Act Title II and Title XVI for people with disabilities.

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

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

Solvency of the Social Security Trust funds.

Social Security 2100 Act (S.269, H.R. 860) to extend solvency and make benefits improvements.

ABLE Age Adjustment Act (S.651, H.R. 1814)

Improvements to administration of the Social Security disability programs.","Centers For Medicare and Medicaid Services (CMS),Education, Dept of,Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE,Social Security Administration (SSA)",,50000,0,0,2019-04-17T15:58:23.083000-04:00
2270180,27f383db-c7e1-4f3f-8a46-12e734aa81e5,Q1,DAVIS & HARMAN LLP,11674,TRANSAMERICA LIFE INSURANCE COMPANY,2019,first_quarter,RET,"Proposals related to retirement plans for small business. Proposals to reform the multiple employer plan rules. Guidance related to nondiscrimination rules for defined contribution plan annuity investment products. Issues related to tax incentives for retirement savings. Issues related to income investment options. Proposals related to electronic disclosure, including H.R. 4610/S. 3795, the RETIRE Act (115th Congress). Plan consolidation. Proposals to amend the Internal Revenue Code and ERISA to avoid duplicative annual reporting, including H.R. 1688 (115th Congress) and S. 695 (115th Congress). H.R. 3910, to make lifetime income and managed account options of defined contribution retirement savings plans portable (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). S. 2526, Retirement Enhancement and Savings Act (115th Congress). Executive Order 13847, Strengthening Retirement Security in America. S. 3781, Retirement Security and Savings Act (115th Congress). S. 3219, to modify the requirements for multiple employer plans, and for other purposes (115th Congress). S. 321, Retirement Security Act. H.R. 1007, Retirement Enhancement and Savings Act. H.R. 1084, Family Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 4637, the SAVE Act (115th Congress).","HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2019-04-17T16:02:33.257000-04:00
2270211,b98c4c48-58aa-44e9-a6bb-727be8b4eb57,Q1,DAVIS & HARMAN LLP,11674,BROKER/DEALER COORDINATION GROUP,2019,first_quarter,RET,"Issues related to the effect of the Department of Labor's fiduciary definition regulation and coordination of such regulation with possible SEC action on broker/dealer standard of care. Legislative proposals to address the fiduciary issue. Preemption of state fiduciary rules. H.R. 1815, SEC Disclosure Effectiveness Testing Act.",HOUSE OF REPRESENTATIVES,20000,,0,0,2019-04-17T16:07:45.027000-04:00
2270228,9e344331-11a0-4117-bffc-0ab5c33fcf11,Q1,DAVIS & HARMAN LLP,11674,EDWARD JONES INVESTMENTS,2019,first_quarter,RET,"Proposals related to limited partnerships. Proposals related to small business retirement issues. SIMPLE IRAs. S. 2526, Retirement Enhancement and Savings Act (115th Congress). Issues related to Internal Revenue Code Section 199A. Required minimum distribution issues. H.R. 1084, Family Savings Act. S. 3781, Retirement Security and Savings Act (115th Congress). S. 321, Retirement Security Act. S. 322, SIMPLE Plan Modernization Act. H.R. 1007, Retirement Enhancement and Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress).","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2019-04-17T16:10:51.047000-04:00
2270248,10bef7d6-2c4b-4547-b327-ee6074e48eff,Q1,DAVIS & HARMAN LLP,11674,FMR LLC,2019,first_quarter,RET,"S. 2526, Retirement Enhancement and Savings Act (115th Congress). H.R. 4610/S.3795, RETIRE Act (115th Congress). Executive Order 13847, Strengthening Retirement Security In America. S. 3781, Retirement Security and Savings Act (115th Congress). S. 3219, to modify the requirements for multiple employer plans, and for other purposes (115th Congress). S. 322, SIMPLE Plan Modernization Act. S. 321, Retirement Security Act. H.R. 1007, Retirement Enhancement and Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. S. 3781, Retirement Security and Savings Act (115th Congress). H.R. 4637, the SAVE Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress).","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2019-04-17T16:13:58.283000-04:00
2270269,fcb49bd8-8a1f-4240-ac41-fb0a7e6f418a,Q1,DAVIS & HARMAN LLP,11674,LPL FINANCIAL,2019,first_quarter,RET,"Work with respect to proposals to enhance retirement savings opportunities for employers, employees, and individuals, including self correcting inadvertent plan errors. Small business tax credit. Issues related to the Department of Labor's regulation defining fiduciary. H.R. 3902, Small Employer Retirement Savings Auto-Enrollment Credit Act (115th Congress). SIMPLE IRAs. H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). S. 2526, Retirement Enhancement and Savings Act(115th Congress). Required minimum distribution issues. S. 3781, Retirement Security and Savings Act (115th Congress). S. 321, Retirement Security Act. S. 322, SIMPLE Plan Modernization Act. H.R. 1084, Family Savings Act. H.R. 1007, Retirement Enhancement and Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 4637, the SAVE Act (115th Congress).","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2019-04-17T16:19:08.820000-04:00
2270274,e6889b1d-624f-4067-9402-919685b6ebe7,Q1,DAVIS & HARMAN LLP,11674,NATIONAL RURAL ELECTRIC COOPERATIVE ASSN,2019,first_quarter,RET,"Proposals related to PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Proposals related to nondiscrimination testing of pension plans. H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). Proposals related to defined benefit plan administration. H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). S. 2526, Retirement Enhancement and Savings Act (115th Congress). S. 3781, Retirement Security and Savings Act (115th Congress). H.R. 4610/S.3795, RETIRE Act (115th Congress). H.R. 1007, Retirement Enhancement and Savings Act. H.R. 1084, Family Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act.","HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2019-04-17T16:21:10.790000-04:00
2270284,f76c3de4-d084-431b-b982-bc53a0eb227a,Q1,DAVIS & HARMAN LLP,11674,NATIONWIDE INSURANCE COMPANIES,2019,first_quarter,RET,"Proposals to expand retirement plan coverage and adequacy, 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 regulation defining fiduciary. Qualified plan issues. Proposals that would consolidate various retirement and IRA types. Proposals related to annuity incentives. Proposals related to electronic disclosure, including H.R. 4610/S. 3795, the RETIRE Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 4604, Increasing Access to a Secure Retirement Act (115th Congress). S. 2526, Retirement Enhancement and Savings Act (115th Congress). Proposals related to self correcting inadvertent plan errors. S. 3781, Retirement Security and Savings Act (115th Congress). S. 3219, to modify the requirements for multiple employer plans, and for other purposes (115th Congress). S. 321, Retirement Security Act. H.R. 1007, Retirement Enhancement and Savings Act. H.R. 1084, Family Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act.","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2019-04-17T16:22:14.227000-04:00
2270290,a90f6913-daf4-461e-8e0b-1d47edf2c742,Q1,DAVIS & HARMAN LLP,11674,STATE STREET BANK AND TRUST CO.,2019,first_quarter,RET,"Issues related to expanding retirement coverage and adequacy, facilitating retirement income, and increasing retirement security. Issues related to qualifying longevity annuity contracts. Issues related to state law preemption. Proposals to reform the multiple employer plan rules including H.R. 854, Retirement Security for American Workers Act (115th Congress). Proposals related to environmental, social, and governance criteria. Kids Savings Accounts. H.R. 3910, to amend the Internal Revenue Code of 1986 to make lifetime income and managed account options of defined contribution retirement savings plans portable (115th Congress). H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). S. 2526, Retirement Enhancement and Savings Act (115th Congress). 403(b) investments. Annuity defaults. Executive Order 13847, Strengthening Retirement Security in America. Annuity tax credit. S. 3781, Retirement Security and Savings Act (115th Congress). S. 3219, to modify the requirements for multiple employer plans, and for other purposes (115th Congress). S. 321, Retirement Security Act. H.R. 1007, Retirement Enhancement and Savings Act. H.R. 1084, Family Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 4637, the SAVE Act (115th Congress).","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2019-04-17T16:23:17.197000-04:00
2270296,1179b745-7ba3-432c-bd6c-95a30c98e91f,Q1,DAVIS & HARMAN LLP,11674,WILLIS NORTH AMERICA INC,2019,first_quarter,RET,"Issues related to government issued mortality tables. Issues related to tax incentives for retirement savings. Retirement assumption issues. S. 3781, Retirement Security and Savings Act (115th Congress).","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2019-04-17T16:25:19.623000-04:00
2270300,0241c59a-086f-4993-8a32-d90aab9c3cd8,Q1,DEAN FOODS COMPANY,58396,DEAN FOODS COMPANY,2019,first_quarter,RET,"Proposals relating to multiemployer pension plans, including HR 397, the Rehabilitation for Multiemployer Pensions Act, S.833, the Pension Accountability Act, and other proposals and related issues.","Agriculture, Dept of (USDA),HOUSE OF REPRESENTATIVES,SENATE",,80000,0,0,2019-04-17T16:27:22.623000-04:00
2270344,53a58436-a98f-4456-be1d-59e11ef81010,Q1,ALLIANCE FOR RETIRED AMERICANS,67238,ALLIANCE FOR RETIRED AMERICANS,2019,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 
7. Implementation of the Multiemployer Pension Reform Act of 2014 
8. Status of Social Security Disability claims backlog  
9. U.S. House and Senate Expand Social Security Caucuses 
10. Social Security Administration online COLA notifications 
11. Proposals for loan guarantees for multi-employer pension plans 
12. Proposals for multiple employer retirement accounts 
13. H.R. 860, Social Security Act 2100, entire bill
14. H.R. 1540, Protecting Our Widows and Widowers in Retirement (POWR) Act, entire bill 
15. H.R. 1170, Social Security Expansion Act, entire bill
16. S. 478, Social Security Expansion Act, entire bill","Centers For Medicare and Medicaid Services (CMS),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Social Security Administration (SSA),U.S. Trade Representative (USTR)",,80000,0,0,2019-04-17T16:36:31.367000-04:00
2270345,e74b6dca-bd93-4147-a419-d896a6cc37ac,Q1,DAVIS & HARMAN LLP,11674,AMERICAN BENEFITS COUNCIL,2019,first_quarter,RET,"Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding and multiemployer plan issues. 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 and mediation issues.  Proposals related to electronic disclosure of information under ERISA. Proposals regarding compliance of retirement plans. Issues related to the 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. Proposals related to stretch IRAs. 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. State-administered retirement plan initiatives. Annuitization with respect to defined benefit plans. QLACs. Effects of corporate integration on retirement plans. Proposals that would consolidate various retirement and IRA types. Proposals to create a retirement lost and found. Kids Savings Accounts. Proposals related to the establishment of savings accounts for emergencies. H.R. 3910, to amend the Internal Revenue Code of 1986 to make lifetime income and managed account options of defined contribution retirement savings plans portable (115th Congress). H.R. 4610/S. 3795, the RETIRE Act (115th Congress). H.R. 4158, the Retirement Plan Modernization Act (115th Congress). H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). S. 2474/H.R. 6540, Retirement Savings Lost and Found Act (115th Congress). Proposals related to disaster relief. Issues related to P.L. 115-97. S. 2526, Retirement Enhancement and Savings Act (115th Congress). Proposals related to self correcting inadvertent plan errors. Executive Order 13847, Strengthening Retirement Security in America. H.R. 6690, the Portable Retirement and Investment Account Act (115th Congress). H.R. 88, Retirement, Savings and Other Tax Relief Act (115th Congress). S. 3771, Retirement Parity for Student Loans Act (115th Congress). H.R. 4604, Increasing Access to a Secure Retirement Act (115th Congress). H.R. 1007, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. S. 322, SIMPLE Plan Modernization Act. H.R. 1084, Family Savings Act.","HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2019-04-17T16:36:32.053000-04:00
2270387,5b91e05a-8d46-40c5-94de-b63f06e32b9b,Q1,INVESTMENT COMPANY INSTITUTE,20128,INVESTMENT COMPANY INSTITUTE,2019,first_quarter,RET,"Receiving Electronic Statements to Improve Retiree Earnings Act
Lifetime Income Disclosure Act","HOUSE OF REPRESENTATIVES,SENATE",,1390000,0,0,2019-04-17T16:53:49.913000-04:00
2270494,58f9800b-c7f8-4ada-877e-6a9d8103e475,Q1,DAVIS & HARMAN LLP,11674,"NISA INVESTMENT ADVISORS, LLC",2019,first_quarter,RET,"S. 3781, Retirement Security and Savings Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress).",SENATE,10000,,0,0,2019-04-17T17:32:22.837000-04:00
2270915,baac1d3d-5c3d-4f64-a328-60b06780a136,Q1,CHARTWELL STRATEGY GROUP LLC,401104750,"BOSTON ASSET MANAGEMENT ASSOCIATION, INC.",2019,first_quarter,RET,General overview for members and staff.,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2019-04-18T09:05:12.237000-04:00
2271174,61f96a58-821d-4f2a-acf7-59990293a8ee,Q1,CHARTWELL STRATEGY GROUP LLC,401104750,EMPOWER RETIREMENT LLC (FKA GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY),2019,first_quarter,RET,"General overview for members and staff, retirement policy, financial services, pension reform.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2019-04-18T09:32:24.107000-04:00
2271259,4106d6ec-b51a-4412-b54d-fc07392571fe,Q1,CHARTWELL STRATEGY GROUP LLC,401104750,"LPL FINANCIAL, LLC",2019,first_quarter,RET,General overview for members and staff.,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2019-04-18T09:47:55.900000-04:00
2271270,aa8659ef-c48b-43a7-9a74-3bf8706e3232,Q1,COVINGTON & BURLING LLP,11195,DIRECTORS GUILD OF AMERICA,2019,first_quarter,RET,Multiemployer pension funding legislation,,,,0,0,2019-04-18T09:51:01.967000-04:00
2271352,d67913ba-6d05-4dae-aedd-a474c87945f2,Q1,AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES,3481,AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES,2019,first_quarter,RET,"H.R. 4523 - Automatic Retirement Plan Act of 2017
H.R. 4524 - Retirement Plan Simplification and Enhancement Act of 2017
H.R. 5282 - Retirement Enhancement and Savings Act of 2018
H.R. 761 - Pension and Budget Integrity Act of 2017
H.R. 854 - Retirement Security for American Workers Act 
H.R. 929 - Small Business Start-up Savings Accounts Act of 2017
H.R. 1083 - American Savings Account Act of 2017 
H.R. 1688 - A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes.
H.R. 2055 - Lifetime Income Disclosure Act 
H.R. 3499 - Automatic IRA Act of 2017
H.R. 3596 - Rightsizing Pension Premiums Act of 2017
H.R. 1 - An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
H.R. 4610 - Receiving Electronic Statements To Improve Retiree Earnings Act 


H.J. Res. 66 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees.
H.J. Res. 67 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees.
H.R. 6757 - Family Savings Act of 2018
H.R. 6990 - Portable Retirement and Investment Account Act of 2018


S. 270 - Pension Budget Integrity Act of 2017
S. 695 - A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes.
S. 868 - Lifetime Income Disclosure Act 
S. 1383 - Retirement Security Act of 2017
S. 1861 - Automatic IRA Act of 2017
S. 2526 - Retirement Enhancement and Savings Act of 2018
S. 2753 - Commission on Retirement Security Act of 2018
S. 3218 - Strengthening Financial Security Through Short-Term Savings Accounts Act of 2018
S. 3219 - A bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the requirements for multiple employer plans, and for other purposes
S. 3220 - Refund to Rainy Day Savings Act 
S. 3221 - Retirement Security Flexibility Act of 2018


S.J. Res. 32 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees.
S.J. Res. 33 - A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees.","HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE",,177603,0,0,2019-04-18T10:06:29.650000-04:00
2271353,59f6fa47-6412-44ce-80cd-2326360f9563,Q1,CHARTWELL STRATEGY GROUP LLC,401104750,PUTNAM INVESTMENTS,2019,first_quarter,RET,"General overview for members and staff, retirement policy, tax reform, pension reform.","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2019-04-18T10:06:30.417000-04:00
2271845,d5da0c30-146a-4993-b5a9-235544b49868,Q1,"WASTE MANAGEMENT, INC.",40692,"WASTE MANAGEMENT, INC.",2019,first_quarter,RET,Pension reform,"HOUSE OF REPRESENTATIVES,SENATE",,190000,0,0,2019-04-18T11:23:43.187000-04:00
2271858,62b4626f-10ed-4e70-94d8-526ca5599039,Q1,VANGUARD GROUP,291058,VANGUARD GROUP,2019,first_quarter,RET,"Issues in support of providing for electronic delivery of ERISA mandated retirement information, including the RETIRE Act
Issues related to tax incentives for retirement savings
Issues related to employee benefit plan administration
Issues related to limitations on retirement plan contributions or assets
Issues related to state-based and municipal based retirement plans for private sector workers
Issues related to multiple-employer retirement plans
Issues related to retirement coverage proposals 
Issues related to expanding relief under IRS Employee Plans Compliance Resolution Systems (EPCRS)
Issues related to auto-enrollment safe harbor
Issues related to improving, simplifying and enhancing retirement plans, including the Retirement Enhancement Savings Act and H.R.1994 Setting Every Community up for Retirement Enhancement Act of 2019
Issues related to lifetime income disclosure mandates
Issues related to federal budget implications for retirement and health benefits
Issues related to universal savings account vehicles
Issues related to portable retirement accounts","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,660000,0,0,2019-04-18T11:24:44.580000-04:00
2272430,c1fbfa72-a644-45c0-ba27-132bb244b990,1T,"THE KEELEN GROUP, LLC",323114,INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS,2019,first_quarter,RET,Educated on firefighter retirement benefits and issues related to health.,SENATE,10000,,0,1,2019-04-18T12:50:24.297000-04:00
2272434,f33e3495-f746-436d-aa09-0b5ccdf87ec9,Q1,AMERICAN COUNCIL OF LIFE INSURERS,2115,AMERICAN COUNCIL OF LIFE INSURERS,2019,first_quarter,RET,"1.H.R.1007 - Retirement Enhancement and Savings Act of 2019 (RESA). Issue: retirement security reforms
2.S. 972, Retirement Enhancement and Savings Act of 2019 (RESA). Issue: retirement security reforms
3.H.R. 1439, the Increasing Access to a Secure Retirement Act Issue: Provides a fiduciary safe harbor to the selection of an annuity provider.
4.H.R.1994 - Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE). Issue: retirement security reforms
5.H.R. 1993, Providing Retirement Security to Workers in Small Businesses, Cooperatives, and Service Organizations Act of 2019. Issue: Retirement Security, Open Multiple Employer Plans. 
6.Saving for the Future Act. Issue: Mandated retirement account employer match. 
7.S. 322, SIMPLE Plan Modernization Act. Issue: Makes improvements to SIMPLE retirement accounts and ease the transition from a SIMPLE plan to a 401(k) plan. 
8.S. 321, the Retirement Security Act of 2019. Issue: Allows for open MEPs. 

Income Security
9.H.R.1185 - FAMILY Act. Issue: paid family and medical leave

10.H.R.1940 - New Parents Act of 2019. Issue: paid family and medical leave

11.H.R.2163 - To amend the Internal Revenue Code of 1986 to allow for tax-advantaged distributions from health savings accounts during family or medical leave, and for other purposes. Issue: paid family and medical leave

12.S.463 - FAMILY Act. Issue: paid family and medical leave

13.S.920 - New Parents Act of 2019. Issue: paid family and medical leave

14.Discussion draft - CRADLE Act. Issue: paid family and medical leave 

15.Proposed FY 2020 Budget proposal on  paid family and medical leave. Issue: paid family and medical leave","HOUSE OF REPRESENTATIVES,SENATE",,921570,0,0,2019-04-18T12:50:25.750000-04:00
2272468,e4b83eeb-afd0-4f4a-8598-ee2875876bf4,Q1,VENABLE LLP,39941,"ASSOCIATION OF FOOD AND DAIRY RETAILERS, WHOLESALERS AND MANUFACTURERS",2019,first_quarter,RET,"Proposals relating to multiemployer pension plans, including H.R. 397, the Rehabilitation for Multiemployer Pensions Act, S. 833, the Pension Accountability Act, and other proposals and related issues.","HOUSE OF REPRESENTATIVES,SENATE",140000,,0,0,2019-04-18T12:55:38.723000-04:00
2272580,a12102b4-d7b2-4a98-80d5-07549ab5228f,Q1,"UNITED AUTOMOBILE, AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS",39052,UNITED AUTOMOBILE AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS,2019,first_quarter,RET,Pension Funding Legislation; Investor Protection Fiduciary Regulations;  Butch Lewis multiemployer pension reform S.2147; Strengthening Social Security,"Commerce, Dept of (DOC),Environmental Protection Agency (EPA),Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Natl Highway Traffic Safety Administration (NHTSA),Natl Labor Relations Board (NLRB),Occupational Safety & Health Administration (OSHA),Office of Management & Budget (OMB),SENATE,State, Dept of (DOS),U.S. International Trade Commission (ITC),U.S. Trade Representative (USTR),White House Office",,410000,0,0,2019-04-18T13:08:05.093000-04:00
2272663,70bbcc9b-71b6-4abf-8eb9-dfe9aed242ac,Q1,"DPWN HOLDINGS (USA) INC. (FORMERLY KNOWN AS DEUTSCHE POST WORLD NET USA, INC.)",82237,"DPWN HOLDINGS (USA) INC. (FORMERLY KNOWN AS DEUTSCHE POST WORLD NET-USA, INC.)",2019,first_quarter,RET,Rehabilitation of Multiemployer Pensions Act (HR 397)--Support efforts to pass legislation related to comprehensive multiemployer pension plan reform.,"HOUSE OF REPRESENTATIVES,SENATE,State, Dept of (DOS),Treasury, Dept of,U.S. Trade Representative (USTR)",,,0,0,2019-04-18T13:21:35.293000-04:00
2272753,981cbc40-4680-47db-96fa-d0580059aac0,Q1,HANCE SCARBOROUGH,17443,ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS,2019,first_quarter,RET,"Issues related to federal education policy. Social Security for Public Retirees, S.634 Education Freedom Scholarships and Opportunity.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2019-04-18T13:31:05.833000-04:00