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
2420331,19741825-8f5e-4bed-8ca7-909fe9f33e9d,Q1,ALYSON PARKER,401104026,NATIONAL RETIREE LEGISLATIVE NETWORK,2020,first_quarter,RET,"RECOUPMENT
SECTION 420 TRANSFERS",,15000,,0,0,2020-03-23T14:29:58.717000-04:00
2420388,8cb54d24-a383-4acd-8a49-b1d0787e203c,Q1,MR. MARK REY,400454181,NATIONAL OLDER WORKERS CAREER CENTER,2020,first_quarter,RET,Assisting retired federal workers secure new employment opportunities,"HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),SENATE,U.S. Forest Service",6000,,0,0,2020-03-28T19:23:21.207000-04:00
2420481,b7928544-41f6-4142-8c94-4e306f226c8f,Q1,SOUTH RIVER ADVOCACY,401105418,UPS,2020,first_quarter,RET,"S 2254,Butch Lewis Act, advocated to protect multiemployer pensions","HOUSE OF REPRESENTATIVES,SENATE",13140,,0,0,2020-03-31T16:09:57.530000-04:00
2420574,a2d97370-006e-441a-857c-474bcac28dac,Q1,"NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION, INC.",27742,"NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION, INC.",2020,first_quarter,RET,"Pension Reform
Multiemployer Pension Reform
The Giving Retirement Options for Workers Act
The Butch Lewis Act (H.R. 397)","HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE",,210000,0,0,2020-04-01T13:56:07.843000-04:00
2420663,8bc04469-d5a1-49d6-9ad5-d1132ade304a,Q1,UNCORKED ADVOCATES,401105258,MARCH OF DIMES INC.,2020,first_quarter,RET,Pension related issues and advocating for S. 2913/H.R. 5202,"HOUSE OF REPRESENTATIVES,SENATE",15000,,0,0,2020-04-01T21:34:32.213000-04:00
2420664,9e0d6880-31bc-4d51-9db7-213b639c7ac8,1T,UNCORKED ADVOCATES,401105258,MARCH OF DIMES INC.,2020,first_quarter,RET,Pension related issues and advocating for S. 2913/H.R. 5202,"HOUSE OF REPRESENTATIVES,SENATE",15000,,0,1,2020-04-01T21:52:37.180000-04:00
2420897,0cab4d11-5884-4950-bcdd-e3d59087d1bb,Q1,MWR CONSULTING,401104301,"HOLLISTER, INC.",2020,first_quarter,RET,Employee Retirement Income Security Act,"Centers For Medicare and Medicaid Services (CMS),HOUSE OF REPRESENTATIVES,SENATE",25000,,0,0,2020-04-03T09:43:47.767000-04:00
2421081,483867d7-9408-4e9f-a23f-e4638f6f985f,Q1,ATLAS ADVOCACY,401100069,UNITED MINE WORKERS OF AMERICA,2020,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",27000,,0,0,2020-04-03T16:56:21.393000-04:00
2421224,439a3c30-fafc-43ee-a61d-02aba38c0dbb,Q1,NATIONAL ASSOCIATION OF POSTAL SUPERVISORS,401075023,NATIONAL ASSOCIATION OF POSTAL SUPERVISORS,2020,first_quarter,RET,"H.R. 1254 -- the Equal COLA Act, legislation to provide the same cost-of-living adjustment for Social Security, Civil Service Retirement System and Federal Employee Retirement System annuitants
H.R. 141 & S. 521 -- the Social Security Fairness Act, legislation to repeal the Government pension offset and windfall elimination provisions.
H.R. 2478 -- legislation to provide retirement credit for certain federal employees who held temporary positions 
H.R. 3934 -- legislation to modify the Social Security windfall elimination provision formula","HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),Office of Personnel Management (OPM),Postal Regulatory Commission,SENATE,Treasury, Dept of,U.S. Postal Service (USPS)",,15000,0,0,2020-04-06T08:08:45.860000-04:00
2421295,e29b815e-8cf0-498a-9f95-bfb57da3dd96,Q1,NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS,26901,NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS,2020,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",,556658,0,0,2020-04-06T10:25:58.200000-04:00
2421326,b6d879e2-24ce-40b6-9fe4-d71c34672b17,Q1,HOLLAND & KNIGHT LLP,18466,"CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.",2020,first_quarter,RET,Educating Members of Congress and staff on the Department of Labor's Conflict of Interest Rule.,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2020-04-06T11:26:29.210000-04:00
2421591,9f8c8769-31a5-430c-af51-51a6bd0b2620,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,2020,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 a requirement that the SEC develop a specific initial Filing Form for registered index linked annuities.","Commodity Futures Trading Commission (CFTC),HOUSE OF REPRESENTATIVES,Risk Management Agency,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,580000,0,0,2020-04-07T09:49:41.817000-04:00
2421674,992a739e-9d80-4273-a523-7c842593ff80,Q1,"FORSCEY, PLLC",52880,"WRITERS GUILD OF AMERICA, WEST",2020,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.

Work on HR. 6201 the Families First Coronavirus Response Act and S. 3548, The Coronavirus Aid, Relief and Economic Security Actin support of inclusion of the Butch Lewis Act of similar legislation that would provide funding to the PBGC to finance the partition of certain Multiemployer Pensions Plans and to permit the amortization by such plans of losses incurred during 2020 and 2021.","Federal Communications Commission (FCC),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE",30000,,0,0,2020-04-07T13:06:02.947000-04:00
2421736,473bea0b-578f-4d7f-a885-af55b51da272,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.)",2020,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,Treasury, Dept of,U.S. Trade Representative (USTR)",,20000,0,0,2020-04-07T13:58:55.313000-04:00
2421927,22c38ed0-2c2a-4270-97e8-8f340b2286a6,Q1,RICH FEUER ANDERSON,84775,BLACKROCK FUNDS SERVICES GROUP LLC (FORMERLY BLACKROCK CAPITAL MANAGEMENT INC.),2020,first_quarter,RET,"Issues related to retirement security and savings, including retirement income products, and retirement income disclosures.","HOUSE OF REPRESENTATIVES,SENATE",80000,,0,0,2020-04-07T16:50:15.693000-04:00
2422141,0e3b8dd0-4013-470c-adf1-6a99d56a0492,Q1,THE ESOP ASSOCIATION,13858,ESOP ASSOCIATION,2020,first_quarter,RET,"Any proposed legislation potentially impacting ESOP creation and operation, 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, and laws encouraging Federal agencies to promote creation and operation of ESOPs. COVID-19 economic issues and responses to H.R. 6074, Coronavirus Preparedness and Response Supplemental Appropriations Act, 2020, H.R. 6201, Families First Coronavirus Response Act, and H.R. 748, Coronavirus Aid, Relief, and Economic Security Act (CARES ACT), all provisions relating to SBA loans, lending, unemployment, taxes and credit.","HOUSE OF REPRESENTATIVES,SENATE",,20000,0,0,2020-04-08T14:46:56.647000-04:00
2422356,d9895596-a196-4708-bc8b-975d37802fa2,Q1,"BAKERY, CONFECTIONERY, TOBACCO WORKERS AND GRAIN MILLERS INTERNATIONAL UNION",401105346,"BAKERY, CONFECTIONERY, TOBACCO WORKERS AND GRAIN MILLERS INTERNATIONAL UNION",2020,first_quarter,RET,S. 2254 - Butch Lewis Act of 2019,"HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2020-04-09T11:01:58.517000-04:00
2422472,efe169c8-5bb5-456f-9db1-c66814979ad5,Q1,THORSEN FRENCH ADVOCACY LLC,400599826,DIRECTORS GUILD OF AMERICA,2020,first_quarter,RET,Multi-employer Pension Reform.,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2020-04-09T14:28:11.163000-04:00
2422494,2b4d5603-e707-4626-9590-e22925db8f36,Q1,THORSEN FRENCH ADVOCACY LLC,400599826,INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES,2020,first_quarter,RET,Multi-employer pension reform.,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2020-04-09T14:36:26.503000-04:00
2422738,3c7c1cd8-d3d8-495a-bb15-224aa261430c,Q1,"MELTSNER STRATEGIES, LLC",401079030,NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION,2020,first_quarter,RET,Suspension of the Required Minimum Distribution (RMD) For Retirement Accounts in H.R. 748 CARES Act,"HOUSE OF REPRESENTATIVES,SENATE",12000,,0,0,2020-04-10T10:10:36.237000-04:00
2422754,a4a8eaf3-6d47-4a2c-af18-3e4965c3de99,Q1,SQUIRE PATTON BOGGS,30906,AON SERVICE CORPORATION (FKA AON HEWITT),2020,first_quarter,RET,Advice regarding retirement-related legislation and regulatory reform.,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2020-04-10T10:30:53.477000-04:00
2422802,96bee301-137d-46a9-a5aa-60166c2e5f9d,Q1,"MELTSNER STRATEGIES, LLC",401079030,NATIONAL ORGANIZATION OF SOCIAL SECURITY CLAIMANTS' REPRESENTATIVES,2020,first_quarter,RET,"Social Security Reform Generally 
Social Security disability application and appeals process generally (no specific legislation)
H.R. 4386 and S. 2496  The Stop the Wait Act (generally no specific section)
H.R. 748 CARES ACT Section 2201 Recovery Rebates for SSI recipients","HOUSE OF REPRESENTATIVES,SENATE",22500,,0,0,2020-04-10T11:09:50.023000-04:00
2422962,858b69bf-67c3-4072-bffe-2eeb18fab3c3,Q1,TREA SENIOR CITIZENS LEAGUE,38426,TREA SENIOR CITIZENS LEAGUE,2020,first_quarter,RET,"Social Security Cost of Living Adjustment: H.R. 1553, H.R. 46 and H.R. 2787. Social Security Reform: S. 521 and H.R. 1170 and S. 478 and S. 269 and H.R. 860.","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2020-04-10T13:57:27.047000-04:00
2423404,10f361b2-93fe-4638-b5e0-9ebe22643c89,Q1,"CASSIDY & ASSOCIATES, INC.",8453,SOCIETY OF ACTUARIES,2020,first_quarter,RET,General legislative issues related to actuarial profession,"HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",20000,,0,0,2020-04-11T14:03:06.760000-04:00
2423526,150fe202-44a5-48fd-859a-a9d42bc6c637,Q1,AMERICAN BENEFITS COUNCIL,4675,AMERICAN BENEFITS COUNCIL,2020,first_quarter,RET,"Legislative
Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (pension plan relief and defined contribution plan issues) 
Coronavirus Preparedness and Response Supplemental Appropriations Act - H.R. 6074 (Public Law 116-123)
Families First Coronavirus Response Act - H.R. 6201 (Public Law 116-127)
Coronavirus Aid, Relief, and Economic Security Act (CARES) Act - H.R. 748 (Public Law 116-136)
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 
Providing Retirement Security to Workers in Small Businesses, Cooperatives and Service Organizations Act - H.R. 1993
Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 - H.R. 1994
Further Consolidated Appropriations Act, 2020 - H.R 1865 & H.R. 1158 - SECURE Act - H.R. 1994
Retirement Parity for Student Loans Act - S. 1428/H.R. 6276
The Retirement Security & Savings Act - S. 1431
Wall Street Tax Act of 2019 - H.R. 1516/S. 647
Inclusive Prosperity Act of 2019 - S. 1587/H.R. 2923
Retirement Security Preservation Act - S. 2352 
Pension and Budget Integrity Act (PBIA) - H.R. 4035
Rehabilitation for Multiemployer Pensions Act - H.R. 397
Retirement Plan Modernization Act - H.R. 5676
Information Needed for Financial Options Risk Mitigation (INFORM) Act - S. 3417
Tax Incentives for 401 (k) contributions
Automatic 401 (k) Act 
Fiscal Year (FY) 2021 Budget Proposal
Financial wellness
Defined benefit pension plan funding rules
PBGC premiums
Environmental, Social and Governance (ESG) principals in investing
Form 5500 reporting - state required plan exemptions and Professional Employer Organizations (PEOs) 
Cybersecurity 

Regulatory and Other
Coronavirus COVID-19 Pandemic Response - employer-sponsored retirement and other benefit plans (pension plan relief and defined contribution plan issues)
Executive Order - Environmental, Social and Governance (ESG) principles in investing
Executive Order on Strengthening Retirement Security in America 
SEC Best Interest Standard Guidance - clarification of regular rate of pay application to benefits
Treasury/IRS -Pooled Employer Plans (PEPs) - comments under SERCURE Act
Department of Labor Proposed Rule: Default Electronic Disclosure by Employee Pension Benefits Plans
Lump sum payments to participants in pay status
PBGC Proposed Rule on Lump Sum Payment Assumptions 
IRS Proposed New Rules under Section 162 (m) - executive compensation 
Cyber security
DOL - Definition of Fiduciary 
Emergency savings
ERISA Uniformity
Excise tax on private foundations 
Form 5500 Reporting 
Missing Participants 
Mortality Tables - Improvements 
Multiple Employer Plans - MEPs 
Multiemployer pension plan issues
Non-discrimination issues affecting defined benefit plans - Additional Temporary Nondiscrimination Relief for Closed Defined Benefit Plans 
Paid leave proposals and issues
State retirement plan initiatives  
Plan administration - certification of hardship withdrawals and determination letter program 
Required minimum distribution (RMD) rules related to 403 (b) plans
Student loan repayment benefit","Centers For Medicare and Medicaid Services (CMS),Equal Employment Opportunity Commission (EEOC),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of,White House Office",,235763,0,0,2020-04-12T14:33:51.423000-04:00
2423985,8dede421-53b3-4aa1-b1a3-25870be3c5f3,Q1,"INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO",50400,INTERNATIONAL UNION OF POLICE ASSOCIATIONS AFL-CIO,2020,first_quarter,RET,"HR 1156, S 521, HR 1210, HR 4527","HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE",,20000,0,0,2020-04-13T13:36:47.240000-04:00
2424290,6fd27819-03ed-4708-8f24-95bda3804de4,Q1,1600 GROUP LLC,401105018,INTERNATIONAL BROTHERHOOD OF TEAMSTERS,2020,first_quarter,RET,"H.R. 397, The Rehabilitation for Multiemployer Pensions Act","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2020-04-13T16:00:09.347000-04:00
2424612,81397f26-33b8-4f47-885b-f9c91fa2cccf,Q1,DYKEMA GOSSETT PLLC,12915,JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.),2020,first_quarter,RET,"Lobbied on implementation of Setting Every Community Up for Retirement Enhancement Act (SECURE Act).
Lobbied on CARES Act, Families First Act and COVID mitigation legislation to Insurance, Retirement and Taxes.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2020-04-14T08:47:35.557000-04:00
2424720,c5b90b1c-acbe-485a-9e59-bc702fab9cff,Q1,INTERNATIONAL FEDERATION OF PROFESSIONAL AND TECHNICAL ENGINEERS (IFPTE),19968,INTERNATIONAL FEDERATION OF PROFESSIONAL AND TECHNICAL ENGINEERS (IFPTE),2020,first_quarter,RET,"Social Security 2100 Act
Social Security disability adjudicatory process
ALJ judicial independance
ALJ competitive service restoration act","HOUSE OF REPRESENTATIVES,SENATE",,50000,0,0,2020-04-14T10:52:15.607000-04:00
2424940,c2bb5be3-4da6-4e1a-896c-8693f2edc97a,Q1,DAVIS & HARMAN LLP,11674,BROKER/DEALER COORDINATION GROUP,2020,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. State fiduciary rules.,"HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2020-04-14T12:26:10.097000-04:00
2424979,1485a09b-4a93-48b7-9b9c-02b1c22b15d9,Q1,DAVIS & HARMAN LLP,11674,EDWARD JONES INVESTMENTS,2020,first_quarter,RET,"Proposals related to small business retirement issues. SIMPLE IRAs. Required minimum distribution issues. Proposals to assist military spouses. S. 1431, Retirement Security and Savings Act. S. 321, Retirement Security Act. S. 322, SIMPLE Plan Modernization Act. H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 4117, IRA Preservation Act. H.R. 4637, SAVE Act of 2017 (115th Congress). H.R. 748, CARES Act.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2020-04-14T13:00:22.663000-04:00
2424989,34471132-134a-45a6-9451-9ca5b4393c79,Q1,DAVIS & HARMAN LLP,11674,FMR LLC,2020,first_quarter,RET,"H.R. 4610/S.3795, RETIRE Act (115th Congress). Executive Order 13847, Strengthening Retirement Security In America. S. 1431, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes. S. 322, SIMPLE Plan Modernization Act. S. 321, Retirement Security Act. H.R. 4637, the SAVE Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). S. 1431, Retirement Security and Savings Act. Issues related to E-notarization. S. 1428/H.R. 6276, Retirement Parity for Student Loans Act. H.R. 748, CARES Act.","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2020-04-14T13:13:27.160000-04:00
2425009,db0f6f02-bfe0-4802-a94d-3faab7df66da,Q1,DAVIS & HARMAN LLP,11674,LPL FINANCIAL,2020,first_quarter,RET,"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. Required minimum distribution issues. SIMPLE IRAs. H.R. 1938, Small Employer Retirement Savings Auto-Enrollment Credit Act. H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). S. 1431, Retirement Security and Savings Act. S. 321, Retirement Security Act. S. 322, SIMPLE Plan Modernization Act. H.R. 4637, the SAVE Act (115th Congress). H.R. 748, CARES Act.","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2020-04-14T13:24:31.430000-04:00
2425019,e2f274d9-6538-40c4-8d8d-e44ab6677b2f,Q1,DAVIS & HARMAN LLP,11674,NATIONWIDE INSURANCE COMPANIES,2020,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 related to self correcting inadvertent plan errors. 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. 1439, Increasing Access to a Secure Retirement Act.  S. 1431, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes. S. 321, Retirement Security Act. Proposals related to ETFs and Variable Annuities. H.R. 748, CARES Act.","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2020-04-14T13:34:34.540000-04:00
2425034,c0c639cc-2604-45e1-b47a-dcc4c52e9a51,Q1,DAVIS & HARMAN LLP,11674,NATIONAL RURAL ELECTRIC COOPERATIVE ASSN,2020,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. 1431, Retirement Security and Savings Act . H.R. 4610/S.3795, RETIRE Act (115th Congress).S. 2352, Retirement Security Preservation Act. S.2913/H.R. 5202, Protecting Critical Services for Mothers and Babies Act. H.R. 748, CARES Act.","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2020-04-14T13:40:38.567000-04:00
2425052,351d2efe-199c-4a0f-9716-58ce2d702416,Q1,DAVIS & HARMAN LLP,11674,STATE STREET BANK AND TRUST CO.,2020,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). 403(b) investments. Annuity defaults. Executive Order 13847, Strengthening Retirement Security in America. Annuity tax credit. S. 1431, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes. S. 321, Retirement Security Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 4637, the SAVE Act (115th Congress). H.R. 1865, Further Consolidated Appropriations Act 2020.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2020-04-14T13:54:45.587000-04:00
2425059,f69bacf2-f363-4742-9a0e-d1155e1f3b47,1A,DAVIS & HARMAN LLP,11674,STATE STREET BANK AND TRUST CO.,2020,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). 403(b) investments. Annuity defaults. Executive Order 13847, Strengthening Retirement Security in America. Annuity tax credit. S. 1431, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes. S. 321, Retirement Security Act. H.R. 4637, the SAVE Act (115th Congress). H.R. 6257, Public Service Retirement Fairness Act.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2020-04-14T13:57:47.100000-04:00
2425063,42cdbb09-edad-4b03-a70d-ee5c5391e5e5,Q1,DAVIS & HARMAN LLP,11674,WILLIS NORTH AMERICA INC,2020,first_quarter,RET,"Issues related to government issued mortality tables. Issues related to tax incentives for retirement savings. Retirement assumption issues. S. 1431, Retirement Security and Savings Act.","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2020-04-14T14:02:48.703000-04:00
2425140,b8360245-0740-4199-ac39-66e0ca0e53c7,Q1,DAVIS & HARMAN LLP,11674,TRANSAMERICA LIFE INSURANCE COMPANY,2020,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. 982 and S. 354. 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). Executive Order 13847, Strengthening Retirement Security in America. S. 1431, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes. S. 321, Retirement Security Act. H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 4637, the SAVE Act (115th Congress). Issues related to e-notarization. H.R. 6257, Public Service Retirement Fairness Act. H.R. 748, CARES Act.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2020-04-14T14:47:17.307000-04:00
2425213,ad5181e1-f3b0-4956-bfe5-79dfe0a1eef7,Q1,KEVIN KAYES,401104434,ARCBEST,2020,first_quarter,RET,"Issues related to multi-employer retirement plans and H.R. 748, the CARES Act.","HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2020-04-14T15:18:37.423000-04:00
2425224,fa4ffb8c-9fa2-4af9-bd7d-0553c5a0da3c,Q1,KEVIN KAYES,401104434,THE BROADWAY LEAGUE INC.,2020,first_quarter,RET,"Issues related to multi-employer pension plans.
H.R. 397, The Butch Lewis Act","HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2020-04-14T15:21:40.723000-04:00
2425354,4c4eb444-4f07-46a3-bc20-38e3c714efda,Q1,"AMERICAN POSTAL WORKERS UNION, AFL-CIO",3138,AMERICAN POSTAL WORKERS UNION AFL-CIO,2020,first_quarter,RET,"Support of H.R. 1170/S. 478, the Social Security Expansion Act
Support of H.R. 141/S. 521, the Social Security Fairness Act
Support of H.R. 2478, the Federal Retirement Fairness Act","HOUSE OF REPRESENTATIVES,SENATE",,80000,0,0,2020-04-14T16:29:25.677000-04:00
2426288,6ee2f78b-fc00-41f2-ba27-516796df3a24,Q1,DAVIS & HARMAN LLP,11674,AMERICAN BENEFITS COUNCIL,2020,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 Form 5500 filing and missing participants. 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. Proposals related to disaster relief. Issues related to P.L. 115-97. 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 self-correcting inadvertent plan errors. H.R. 6690, the Portable Retirement and Investment Account Act (115th Congress). H.R. 88, Retirement, Savings and Other Tax Relief Act (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act. H.R. 1007/ S. 972, Retirement Enhancement and Savings Act. S. 322, SIMPLE Plan Modernization Act. H.R. 1084, Family Savings Act. S. 1428, Retirement Parity for Student Loans Act. S. 1431, Retirement Security and Savings Act. S. 2370, Automatic IRA Act. H.R. 748, CARES Act. H.R. 6201, Families First Coronavirus Response Act.","HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2020-04-15T13:20:43.610000-04:00
2426342,61a92a77-7493-48e9-8730-2d60b93caeec,Q1,CHARTWELL STRATEGY GROUP LLC,401104750,"BOSTON ASSET MANAGEMENT ASSOCIATION, INC.",2020,first_quarter,RET,General overview for members and staff.,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2020-04-15T13:39:58.687000-04:00
2426383,b9c9cb0c-ec95-4de3-83df-c79d2c5534b5,Q1,CHARTWELL STRATEGY GROUP LLC,401104750,EMPOWER RETIREMENT LLC (FKA GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY),2020,first_quarter,RET,"General overview for members and staff, retirement policy, financial services, pension reform.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2020-04-15T13:51:07.340000-04:00
2426394,42b03b10-f760-4002-8987-533bfc8f90f8,Q1,CHARTWELL STRATEGY GROUP LLC,401104750,"LPL FINANCIAL, LLC",2020,first_quarter,RET,General overview for members and staff.,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2020-04-15T13:54:10.967000-04:00
2426466,020d4c68-69c8-464b-b9bb-e6b7a7192f6e,Q1,CHARTWELL STRATEGY GROUP LLC,401104750,PUTNAM INVESTMENTS,2020,first_quarter,RET,"General overview for members and staff, retirement policy, tax reform, pension reform.","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2020-04-15T14:13:32.363000-04:00
2426650,94d57632-b2ec-46da-8dc0-2ef236b8bd9b,Q1,DAVIS & HARMAN LLP,11674,LINCOLN NATIONAL CORPORATION,2020,first_quarter,RET,"Comprehensive pension and retirement savings legislation. H.R. 1007/S. 972, Retirement Enhancement and Savings Act (RESA). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). H.R. 4610/S. 3795 RETIRE Act (115th Congress). S. 1431, Retirement Security and Savings Act. S. 2370 Automatic IRA Act.","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2020-04-15T14:57:24.273000-04:00
2426949,701660f9-34f4-45d7-a2c1-cbb1b45a46ce,Q1,SIFF & ASSOCIATES PLLC,400665998,"CENTER FOR CAPITAL MARKETS COMPETITIVENESS, U.S. CHAMBER OF COMMERCE",2020,first_quarter,RET,"Department of Labor final fiduciary rule (81 Fed. Reg. 20945, Apr. 8, 2016). Interpretation of fiduciary obligations under ERISA related to the voting of proxies.","Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",30000,,0,0,2020-04-15T16:25:47.530000-04:00
2426955,03aa0fa8-b160-4956-b461-9f05d0d1b6b2,Q1,SIFF & ASSOCIATES PLLC,400665998,UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA,2020,first_quarter,RET,"Proposals for comprehensive reform of the multiemployer pension system, including creation of composite plans and authorization for a partition program to relieve distressed plans of liability.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2020-04-15T16:26:49.317000-04:00
2426960,b416a9e5-ed56-401e-99e3-8466ead3af74,Q1,SIFF & ASSOCIATES PLLC,400665998,FMR LLC,2020,first_quarter,RET,"Implementation of H.R. 1865, the ""Further Consolidated Appropriations Act, 2020""; Division O, ""Setting Every Community Up for Retirement Enhancement,"" provisions related to Lifetime Income Disclosure (LIDA) and coordination of the SECURE Act and Open Multiple Employer Plans. 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. Consideration of Environmental, Social and Governance considerations related to ERISA-regulated funds. General education concerning disclosure modernization and simplification to improve the efficiency, delivery, and utility of required disclosures for retirement benefits for the benefit of plan participants.","Labor, Dept of (DOL),SENATE",50000,,0,0,2020-04-15T16:27:49.870000-04:00
2426963,7c80376d-23f7-45dc-a946-28ec1030ecc8,Q1,SIFF & ASSOCIATES PLLC,400665998,SIGNATORY WALL AND CEILING CONTRACTORS ALLIANCE,2020,first_quarter,RET,"H.R. 397, the ""Rehabilitation for Multiemployer Pensions Act of 2019,"" 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. H.R. 748, the ""Coronavirus Aid, Relief, and Economic Security (CARES) Act,"" legislation to provide emergency assistance and health care response for individuals, families, and businesses affected by the 2020 coronavirus pandemic; proposals to include comprehensive multiemployer retirement plan reform and authorization of composite plans. Legislative proposals to authorize composite multiemployer pension plans as a means to provide a secure, sustainable retirement for workers while ensuring the viability of sponsoring employers (no bill introduced). Grassley-Alexander Concept Release concerning comprehensive reform of the multiemployer pension system; provisions related to composite plans, return assumptions, withdrawal liability, and PBGC premium rates (no bill introduced). General education concerning proposals for comprehensive reform of the defined benefit, multiemployer pension system and the importance of authorizing new plan designs as part of any such comprehensive reform.","HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of,White House Office",50000,,0,0,2020-04-15T16:29:50.997000-04:00
2427865,836e788f-7a22-4c29-a39a-17088a1a5344,Q1,AMERICAN COUNCIL OF LIFE INSURERS,2115,AMERICAN COUNCIL OF LIFE INSURERS,2020,first_quarter,RET,"Public Law 111-203, H.R. 4173 - Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: Implementation and Regulatory reform. Captive Reinsurance Transactions, Insurance Capital Standards and Global Capital Standards. Roles of federal and state agencies at the International Association of Insurance Supervisors and the Financial Stability Board.
 
Implementation of S. 2270 - Insurance Capital Standards Clarification Act of 2014. The bill would give the Federal Reserve the authority to tailor capital standards for insurance companies subject to Fed supervision. Issue: Capital Standards, Basel III 

Implementation of S. 2155 Economic Growth, Regulatory Relief, and Consumer Protection Act. Issue: Implementation and regulatory reform of the financial services industry. 

Implementation of H.R. 748 - the Coronavirus Aid, Relief, and Economic Security (CARES) Act. This bill responds to the COVID-19 (i.e., coronavirus disease 2019) outbreak and its impact on the economy, public health, state and local governments, individuals, and businesses. Issue: CECL, TDR, Remote Online Notarization, SBA loans.
  
H.R. 1815 - SEC Disclosure Effectiveness Test Act. Issue: SEC investor testing. 

H.R. 1862/S. 1586 - Federal Insurance Office Abolishment Act of 2019. Issue: FIO reform. 

H.R. 3561/S. 603 - Financial Stability Oversight Council Improvement Act of 2019. Issue: FSOC reform. 

H.R. 1595/S.___ - Secure and Fair Enforcement Banking Act. Issue: Insurance companies working with legitimate marijuana businesses.   

H.R. 3351- Financial Services and General Government Appropriations Act, 2020. Issue: Making appropriations for financial services and general government for the fiscal year ending September 30, 2020. 

H.R. 3614 - Restricting Use of Credit Checks for Employment Decisions Act. Issue: ban the use of credit information for most employment decisions. 

H.R. 2474/S.664 - Protecting Workers Freedom to Organize Act. To amend the National Labor Relations Act, the Labor Management Relations Act, 1947, and the Labor-Management Reporting and Disclosure Act of 1959. Issue: independent contractor status. 

H.R. 4592 - International Insurance Standards Act of 2019. To preserve the state-based system of insurance regulation and provide greater oversight of and transparency on international insurance standards setting process. Issue: insurance capital standards. 

H.R.__ - Clarity in Credit Score Formation Act. Issue: Establishing clear federal oversight of the development of credit scoring models. 

S.__ Clarifying that the CFPB does not regulate the business of insurance. 

Issue: Making Diversity and Inclusion Efforts more Intentional. No bill number assigned.  

Issue: Unclaimed life insurance products. No bill number assigned. 

Issue: Covered agreement on prudential measures with respect to the business of insurance and reinsurance. No bill number assigned. 

Issue: Government Sponsored Enterprises (GSE) reform. No bill number assigned.","HOUSE OF REPRESENTATIVES,SENATE",,752105,0,0,2020-04-16T11:28:13.303000-04:00
2428048,892e5141-6343-48a9-91b3-d2a790372ce6,Q1,"NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC.",26980,"NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC.",2020,first_quarter,RET,Social Security Fairness Act; Windfall Elimination Provision (WEP) reform; Public Servants Protection and Fairness Act; protecting and preserving public pension plans,"Bureau of Justice Assistance,HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Office of Justice Program,SENATE,White House Office",,40000,0,0,2020-04-16T11:58:08.507000-04:00
2428059,14e2d688-0f6b-4949-8ca7-b3567220369a,Q1,"DUTKO WORLDWIDE, LLC",12868,ACCENTURE FEDERAL SERVICES LLC,2020,first_quarter,RET,Monitor IT Modernization at the Social Security Administration,"Agriculture, Dept of (USDA),Education, Dept of,Federal Housing Finance Agency (FHFA),Federal Retirement Thrift Investment Board,Food & Drug Administration (FDA),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Justice, Dept of (DOJ),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",40000,,0,0,2020-04-16T11:58:09.130000-04:00
2428093,ebe890ea-265b-4d6b-8828-8e3b147dbc6c,Q1,INSURED RETIREMENT INSTITUTE,285494,INSURED RETIREMENT INSTITUTE,2020,first_quarter,RET,"DOL - EBSA Proposed Definition of Employer under Section 3(5) of ERISA - Association Retirement Plans and Other Multiple-Employer Plans Rule (29 CFR Part 2510).

DOL - EBSA - Request for Information - Open MEPs and Other Issues under Section 3(5) of the Employee Retirement Income Security Act (29 CFR Parts 2510).

DOL- EBSA Proposed Rulemaking Default Electronic Disclosure by Employee Pension Benefit Plans Under ERISA (29 CFR Part 2520 RIN 1210-AB90).

SEC Proposal - Updated Disclosure Requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts (17 CFR Parts 230, 232, 239, 240, 270, and 274).

Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform. 

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

Treasury - IRS Proposed Rulemaking: Multiple Employer Plans (26 CFR Part 1 [REG-121508-18] RIN 1545-BO97).

Treasury - IRS Proposed Rulemaking: Updated Life Expectancy and Distribution Period Tables Used for Purposes of Determining Minimum Required Distributions (26 CFR Part 1 [REG-132210-18] RIN 1545-BP11).

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

Department of Labor rule to expand the scope of persons and entities that would be considered a fiduciary under the Employee Retirement Income Security Act. 

The Receiving Electronic Statements to Improve Retiree Earnings Act (H.R. 4610 - 115th Congress).

The Automatic Retirement Plan Act of 2017 (H.R. 4523 - 115th Congress).

The Retirement Plan Simplification Act of 2017 (H.R. 4524 - 115th Congress).

Elder Protection and Abuse Prevention Act (H.R. 6744 - 115th Congress).

Women's Retirement Protection Act (S.975/H.R. 2005- 116th Congress).

A bill to provide for an additional nondiscrimination safe harbor for automatic contribution arrangements (S.1020 - 116th Congress).

A bill to establish the Refund to Rainy Day Savings Program (S.1018 - 116th Congress).

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.1011 - 116th Congress).

A bill to allow employers to offer short-term savings accounts with automatic contribution arrangements for financial emergencies (S.1019 - 116th Congress).

Savings for the Future Act (H.R. 2120 - 116th Congress).

Social Security 2100 Act (S.269/H.R. 860 - 116th Congress).

SIMPLE Plan Modernization Act (S.322 - 116th Congress).

Retirement Security Act of 2019 (S.321 - 116th Congress).

Surviving Widow(er) Income Fair Treatment (SWIFT) Act (S.345 - 116th Congress).

SEC Disclosure Effectiveness Testing Act (H.R. 1815 - 116th Congress).

Retirement Security for American Workers Act (H.R. 1907 - 116th Congress).

Senior Security Act (H.R. 1876 - 116th Congress).

Expanding Access to Retirement Savings for Caregivers Act (H.R. 3078 - 116th  Congress). 
 
Retirement Parity for Student Loans Act (S.1428 - 116th Congress).

Legacy IRA Act (S.1257 - 116th Congress). 

Retirement Security Preservation Act of 2019 (S.2352 - 116th Congress).

Division O of the Further Consolidated Appropriations Act, 2020 (H.R.1865 - 116th Congress).

Coronavirus Aid, Relief and Economic Security (CARES) Act (H.R. 748 - 116th Congress).
 
DOL implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94).
 
Treasury/IRS implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94).

SEC implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94).","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,130000,0,0,2020-04-16T12:04:14.887000-04:00
2428318,ea768564-1e04-4a5b-a564-4c1eb05f383c,Q1,TRUCKER HUSS APC,400537609,WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND,2020,first_quarter,RET,"Composite Plan legislation, Multiemployer pension funding and solvency, PBGC premiums","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of",30000,,0,0,2020-04-16T12:39:59.327000-04:00
2428949,0f1335e9-efd8-4adf-aa19-7964e0b91067,Q1,DYKEMA GOSSETT PLLC,12915,THE ERISA INDUSTRY COMMITTEE,2020,first_quarter,RET,"PBGC premiums, Pensions & Budget Integrity Act - H.R. 4035.
ERISA and I.R.C. section 420; all provisions.
Paid leave.
General Issues and regulations; pension and retirement proposals.
Lifetime income illustrations on benefit statements.
Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief.
Retirement Parity for Student Loans Act, S.1428.
Electronic delivery.
Multiemployer Pension Reform.
Missing participant audit enforcement.
SECURE Act, H.R. 1994.
Retirement Security & Savings Act, S.1431.
Pension overpayment & recoupment.
Families First Act and CARES Act.","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",20000,,0,0,2020-04-16T14:51:15.090000-04:00
2429143,2dd89167-accf-48e4-9ceb-68fc0c725f34,Q1,DAVIS & HARMAN LLP,11674,SPARK INSTITUTE,2020,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. Issues related to lifetime income and auto features. H.R. 4610/S. 3795, RETIRE Act (115th Congress). H.R. 1907 Retirement Security for American Workers. H.R. 1007/S. 972, Retirement Enhancement and Savings Act (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 1865, Further Consolidated Appropriations Act 2020.","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2020-04-16T15:40:08.860000-04:00
2429158,dae57640-2c6e-4a49-9686-569176ca0e5f,Q1,DAVIS & HARMAN LLP,11674,MISSIONSQUARE RETIREMENT,2020,first_quarter,RET,"Proposals related to retirement and retiree health savings and collective investment trusts. H.R. 4610/S. 3795, RETIRE Act (115th Congress).  H.R. 1007/S. 972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement (SECURE) Act. S. 1431, Retirement Security and Savings Act. H.R. 1865, Further Consolidated Appropriations Act 2020. H.R. 6257, Public Service Retirement Fairness Act of 2020.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2020-04-16T15:47:14.507000-04:00
2429163,e6b6f885-906d-43e3-8101-621bd074a866,Q1,DAVIS & HARMAN LLP,11674,MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY,2020,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. 1439, Increasing Access to a Secure Retirement Act. Executive Order 13847, Strengthening Retirement Security in America. S. 1431, Retirement Security and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. S. 321, Retirement Security Act. H.R. 1007/S. 972, 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). H.R. 1865, Further Consolidated Appropriations Act 2020.","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2020-04-16T15:51:17.297000-04:00
2429173,27aac2f1-6f1e-405d-98e4-ab28ee283b1f,Q1,DAVIS & HARMAN LLP,11674,INSPIRA FINANCIAL,2020,first_quarter,RET,"Issues related to retirement savings. Issues related to automatic rollovers, missing participants, PBGC, and cash-out limits. S. 2474/ H.R. 6540, Retirement Savings Lost and Found Act (115th Congress). H.R. 1007/ S.972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 5676, the Retirement Plan Modernization Act. S. 1431, Retirement Security and Savings Act of 2019. S. 321, Retirement Security Act of 2019. H.R. 1865, Further Consolidated Appropriations Act 2020.","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2020-04-16T15:54:21.180000-04:00
2429190,a0985b9c-d0d0-452a-bbfc-da55249981f5,Q1,DAVIS & HARMAN LLP,11674,RETIREMENT INDUSTRY TRUST ASSOCIATION,2020,first_quarter,RET,"Issues related to retirement savings and tax incentives. S. 1431, Retirement Security and Savings Act.","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2020-04-16T15:58:26.547000-04:00
2429200,c70c929c-ed73-46b9-99ac-a54f9cc53c31,Q1,DAVIS & HARMAN LLP,11674,TIAA,2020,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). H.R. 1007/S.972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. S. 1431, Retirement Security and Savings Act of 2019. H.R. 1439, Increasing Access to a Secure Retirement Act of 2019. H.R. 3078, Expanding Access to Retirement Savings for Caregivers Act. H.R. 1865, Further Consolidated Appropriations Act 2020.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2020-04-16T16:01:29.693000-04:00
2429220,f0986c73-28c6-4af2-8e69-7bb3e3e27a91,Q1,DAVIS & HARMAN LLP,11674,VANGUARD GROUP,2020,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). H.R. 1994, Setting Every Community Up for Retirement Enhancement (SECURE) Act. H.R. 1007/S. 972, Retirement Enhancement and Savings Act. Executive Order 13847, Strengthening Retirement Security in America. H.R. 1865, Further Consolidated Appropriations Act 2020. H.R. 6257, Public Service Retirement Fairness Act.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2020-04-16T16:04:35.070000-04:00
2429235,018c7479-2f0a-47ba-b300-5b8262fe07da,Q1,PUBLIC PRIVATE STRATEGIES,401104830,ETSY,2020,first_quarter,RET,"Portable benefits, including expanded retirement options for microbusiness owners, H.R.  1944, S.972, H.R. 1007","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Small Business Administration (SBA),Treasury, Dept of,U.S. Trade Representative (USTR)",30000,,0,0,2020-04-16T16:08:39.033000-04:00
2429394,3dcb2e85-6974-4795-bbd3-4c5734bb9ce1,Q1,NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION,28674,NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION,2020,first_quarter,RET,"The association monitors and reacts to policy concepts that may impact its ability to continue providing its high quality Retirement Security Plans to members, their employees, and the association staff at affordable rates and on reasonable terms and conditions. During the reporting period, the association focused on the following:

H.R. 748 - Coronavirus Aid, Relief, and Economic Security (CARES) Act - retirement plan sections.","Agriculture, Dept of (USDA),HOUSE OF REPRESENTATIVES,SENATE",,110000,0,0,2020-04-16T17:00:20.317000-04:00
2430047,43d50a51-cb21-459a-9c03-21525d726a33,Q1,AARP,1694,AARP,2020,first_quarter,RET,"H.R. 6201, Families First Coronavirus Response Act; H.R. 748, Coronavirus Aid, Relief, and Economic Security  (CARES) Act - Discussed Medicare enrollment national open enrollment period, medical expense deduction, cost-sharing protections for commercial/private health insurance holders, telehealth access, nursing homes, virtual visitation, home and community-based services, Older Americans Act programs, Medicare home health care, and family caregiving, no-cost COVID-19 testing, equitable relief payments, retirement savings tax relief, suspensions of foreclosures and evictions, expanded unemployment benefits, paid sick and family leave, affordable broadband, and government operations, among other issues.

S. 2254/H.R. 397, the Rehabilitation for Multiemployer Pensions Act.

H.R. 1230, the Protecting Older Workers Against Discrimination Act (POWADA).

S. 3548/H.R. 748, the Coronavirus Aid, Relief, and Economic Security Act (CARES Act).

No bill number - Discussed delivery of retirement plan disclosures and notices by electronic and paper delivery methods.

No bill number - Discussed private sector retirement reform issues, including establishment of a national automatic retirement system.

No bill number - Discussed State facilitated retirement savings programs for private sector workers.

No bill number - Discussed part-time worker, independent contractor, contingent worker and personal/individual plan retirement issues.

No bill number - Discussed multi-employer pension plan issues.

No bill number - Discussed student loans and retirement saving issues.

No bill number - Discussed retirement plan data collection, retention, dissemination and cybersecurity issues.

No bill number - Discussed small employer and pooled retirement plan issues.

No bill number - Discussed small retirement account cash out issues.

No bill number - Discussed Individual Retirement Account (IRA) issues.

No bill number - Discussed access to retirement savings for dependent care expenses.

No bill number - Discussed savings for emergency expenses.

No bill number - Discussed options to improve pension portability and spend down retirement savings after retirement.

SECURE Act (the Setting Every Community Up for Retirement Act) - Discussed implementation and related consumer protection issues.

No bill number -- Discussed comment letter submitted to the Social Security Administration on their proposed regulations pertaining to Continuing Disability Reviews for individuals receiving disability benefits 

H.R. 1185/S.463, the FAMILY Act and related proposals (no bill) - Discussed paid family leave proposals, especially as they pertain to the utilization of the Social Security System and/or payroll taxes 

H.R. 5380, the Senior Guardianship Social Security Protection Act - Discussed legislation to provide information sharing between state courts and the Social Security Administration regarding bad state guardianship actors and the Social Security Representative Payee system.

No bill number - Discussed poverty line calculation and related inflation measures.

No bill number - Discussed Social Security and related scams.

H.R. 5446, Improving Social Securitys Service to Victims of Identity Theft Act.

H.R. 6028, the Stable SSI Benefits and Housing Assistance Act - Discussed legislation to exempt local or state-mandated relocation assistance from the income and resources calculation used to determine eligibility for SSI benefits.

No bill number - Discussed issues regarding SSA operations in the wake of COVID-19 and SSAs decision to temporarily close field offices for in-person visits.

No bill number - Discussed the importance of Social Security benefits in older American spending and poverty reduction.

S. 1431, Retirement Security & Savings Act.","Administration for Children & Families (ACF),Centers For Disease Control & Prevention (CDC),Centers For Medicare and Medicaid Services (CMS),Consumer Financial Protection Bureau (CFPB),Corporation for Natl & Community Service,Federal Deposit Insurance Corporation (FDIC),Food & Drug Administration (FDA),Health & Human Services, Dept of (HHS),Health Resources & Services Administration (HRSA),HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),Indian Health Service,Internal Revenue Service (IRS),Labor, Dept of (DOL),Natl Institutes of Health (NIH),Office of Management & Budget (OMB),Office of Personnel Management (OPM),Office of the Comptroller of the Currency (OCC),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,Social Security Administration (SSA),Transportation, Dept of (DOT),Treasury, Dept of,Veterans Affairs, Dept of (VA),White House Office",,2210000,0,0,2020-04-17T07:49:26.393000-04:00
2430150,9e78a662-ff87-48d4-9399-27c8e26863b4,Q1,COVINGTON & BURLING LLP,11195,DIRECTORS GUILD OF AMERICA,2020,first_quarter,RET,Multiemployer pension funding legislation,,10000,,0,0,2020-04-17T08:30:45.583000-04:00
2430183,0a7e9468-56e0-4f80-9e02-769f167ecd40,Q1,UNITED FOOD & COMMERCIAL WORKERS INTERNATIONAL UNION,39121,UNITED FOOD & COMMERCIAL WORKERS INTERNATIONAL UNION,2020,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",,190000,0,0,2020-04-17T08:48:52.610000-04:00
2430283,e7436a1e-7b81-4545-9eed-7d603be61020,Q1,COVINGTON & BURLING LLP,11195,"JOHN HANCOCK LIFE INSURANCE COMPANY (USA) (FKA JOHN HANCOCK FIN. SERVICES, INC.)",2020,first_quarter,RET,Retirement Security and long term care insurance.,HOUSE OF REPRESENTATIVES,70000,,0,0,2020-04-17T09:37:13.037000-04:00
2430289,c44dd76a-f85b-444b-97cd-9abc47cab1db,Q1,COVINGTON & BURLING LLP,11195,UNISYS CORPORATION,2020,first_quarter,RET,Retirement security and data protection.,SENATE,60000,,0,0,2020-04-17T09:39:14.400000-04:00
2430322,f48fb2e7-290b-4f94-931d-69c00b26b961,Q1,UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA,39063,UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA,2020,first_quarter,RET,"Proposals for comprehensive reform of the multiemployer pension system, including creation of composite plans and authorization for a partition program to relieve distressed plans.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",,230000,0,0,2020-04-17T09:54:23.370000-04:00
2430511,1f7e31af-bf89-40cf-ace5-8404cdbbd27f,Q1,WINNING STRATEGIES WASHINGTON,50796,NATIONAL TROOPERS COALITION,2020,first_quarter,RET,Retirement issues,"Federal Aviation Administration (FAA),HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2020-04-17T10:25:10.627000-04:00
2430574,4f3197a4-32f6-4caa-a559-d6f166836888,Q1,NATIONAL COUNCIL OF FARMER COOPERATIVES,27638,NATIONAL COUNCIL OF FARMER COOPERATIVES,2020,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),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Occupational Safety & Health Administration (OSHA),SENATE,Transportation, Dept of (DOT),U.S. Trade Representative (USTR)",,334000,0,0,2020-04-17T10:31:18.780000-04:00
2430687,6bd49809-5791-40ad-9ccc-717d341b3c94,Q1,INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES,19833,INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES,2020,first_quarter,RET,S. 2254 Butch Lewis Act of 2019 - 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. Bill in entirety.,"HOUSE OF REPRESENTATIVES,SENATE",,150000,0,0,2020-04-17T10:48:42.600000-04:00
2430731,66ce6dab-1780-4ee5-be3b-7d5c5e17967c,Q1,WINNING STRATEGIES WASHINGTON,50796,PRUDENTIAL,2020,first_quarter,RET,Retirement,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2020-04-17T10:53:52.597000-04:00
2430772,285e47f9-bda5-4d77-a746-d68524bdd916,Q1,MURPHY OIL CORPORATION,401032912,MURPHY OIL CORPORATION,2020,first_quarter,RET,"Pension contribution deferral provisions, HR 748, Subtitle C, Section 3608 ""Single Employer Plan Funding Rules.""","HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),SENATE",,220000,0,0,2020-04-17T11:04:05.637000-04:00
2430858,67e0ec72-ed40-4775-9067-1d4926444b3f,Q1,UNITED ASSN OF JOURNEYMEN & APPRENTICES OF THE PLUMBING & PIPEFITTING INDUSTRY,39041,UNITED ASSN OF JOURNEYMEN & APPRENTICES OF THE PLUMBING & PIPEFITTING INDUSTRY,2020,first_quarter,RET,"- Outreach regarding new composite plan design for multiemployer pension plans, generally and specifically in relation to COVID-19 legislation.","Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,SENATE",,180000,0,0,2020-04-17T11:15:27.120000-04:00
2430965,7718f977-fbd2-489d-a347-11eeaa2d7781,Q1,INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES,401105446,INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES,2020,first_quarter,RET,"H.R. 397/S. 2254, the Butch Lewis Act; Multi-employer pension reform, generally","HOUSE OF REPRESENTATIVES,SENATE,U.S. Trade Representative (USTR)",,60000,0,0,2020-04-17T11:29:52.363000-04:00
2431080,b1f223d6-5530-4749-b4d3-e68e7b32e128,Q1,"ALLON ADVOCACY, LLC",401104657,YODLEE INC.,2020,first_quarter,RET,Best interest rule finalized by SEC,"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,Small Business Administration (SBA),Treasury, Dept of",70000,,0,0,2020-04-17T11:39:15.797000-04:00
2431219,59351be5-0e57-4200-8244-535f5dcc6a49,Q1,MUTUAL OF OMAHA,26284,MUTUAL OF OMAHA,2020,first_quarter,RET,"Not yet introduced - to amend the Employee Retirement Income Security Act of 1974; would allow a small change to ERISA section 401(b)(2) to define 'guaranteed benefit policy' and section 3(21), the  definition of 'fiduciary'.","HOUSE OF REPRESENTATIVES,SENATE",,90000,0,0,2020-04-17T11:50:42.490000-04:00
2431325,22007d5e-2935-4bac-a5cb-c60983fdd33b,Q1,"MINDSET ADVOCACY, LLC",296271,LPL FINANCIAL LLC,2020,first_quarter,RET,General interest in retirement issues. General interest in issues in Auto-IRA legislation and the SAFE Act,"HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2020-04-17T12:06:05.800000-04:00
2431396,01a9f2ae-42c4-49e6-b047-ff30e2c511e9,Q1,"MERCURY PUBLIC AFFAIRS, LLC",70175,"PRIMERICA, INC.",2020,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 Administration,SENATE",30000,,0,0,2020-04-17T12:15:25.223000-04:00
2431540,fce40c8d-76e3-45bb-a367-e15bbabab3e2,Q1,"HECHT LATHAM SPENCER & ASSOCIATES, INC., FORMERLY KNOWN AS HECHT SPENCER & ASSOC",17966,BOY SCOUTS OF AMERICA,2020,first_quarter,RET,"P.L. 116 - 94 - Further Consolidated Appropriations Act, 2020 - implementation of SECURE Act provisions modifying PBGC premiums for cooperatives and charities.","HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2020-04-17T12:32:08.737000-04:00
2431965,ca938400-71e8-4f68-835f-7c8099d00635,Q1,HANCE SCARBOROUGH,17443,ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS,2020,first_quarter,RET,"Issues related to federal education policy. Social Security for Public Retirees, S.634 Education Freedom Scholarships and Opportunity.

H.R. 3934 The Equal Treatment Of Public Servants Act

H.R. 4540 The Public Servants Protection and Fairness Act

H.R. 748 CARES Act","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2020-04-17T13:34:46.040000-04:00
2431985,3e7b0a13-b3fb-4fbf-aba6-41df635d2a54,Q1,MILLER & CHEVALIER CHARTERED,25306,DELPHI SALARIED RETIREES ASSOCIATION,2020,first_quarter,RET,Pension issues involving the Pension Benefit Guaranty Corporation.,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2020-04-17T13:38:51.983000-04:00
2432124,0c0d6474-c4cd-460f-bdf4-1acaa70c9232,1T,AK STEEL HOLDING CORPORATION,400326536,AK STEEL HOLDING CORPORATION,2020,first_quarter,RET,"Multi-Employer Pension Plans provisions/legislation
The Butch Lewis Act - S.2254/H.R.397","Army, Dept of (Corps of Engineers),Commerce, Dept of (DOC),Defense Logistics Agency,Environmental Protection Agency (EPA),Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Natl Highway Traffic Safety Administration (NHTSA),SENATE,Surface Transportation Board (STB),U.S. Customs & Border Protection,U.S. Trade Representative (USTR)",,154000,0,1,2020-04-17T13:56:35.293000-04:00
2432415,6b8280e0-4ba3-429b-9332-e15711d0ddb8,Q1,"WILLIAMS AND JENSEN, PLLC",41454,HOUSTON FIREFIGHTERS RELIEF AND RETIREMENT FUND,2020,first_quarter,RET,"Social Security legislation, H.R. 141, S. 521, H.R. 4540.  H.R. 3934, S. 3526,  Equal Treatment of Public Servants Act of 2019.","HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",40000,,0,0,2020-04-17T14:38:46.157000-04:00
2432428,8eee19ef-ba2a-4dfa-b018-15e3a957ca6c,Q1,"WILLIAMS AND JENSEN, PLLC",41454,LOS ANGELES COUNTY EMPLOYEES' RETIREMENT SYSTEM,2020,first_quarter,RET,"Social Security legislation, H.R. 141, S. 521, H.R. 4540, H.R. 3934.","HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2020-04-17T14:40:50.723000-04:00
2433178,4a5f33ff-c010-4633-a8eb-13565e2c1bd9,Q1,ALLIANCE FOR RETIRED AMERICANS,67238,ALLIANCE FOR RETIRED AMERICANS,2020,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
17. Nominations for Social Security Public Trustees
18. H.R. 397, Rehabilitation for Multiemployer Pensions Act, entire bill
19. H.R. 2654, Strengthening Social Security Act of 2019, entire bill
20. H.R. 4540, Public Servants Protection and Fairness Act, entire bill
21. Social Security Administration field office hours opening and closing
22. Electronic disclosure and notification of pension plan information
23. S. 2254, Butch Lewis Act of 2019, entire bill 
24. H.R. 5306, Know Your Social Security Act, entire bill
25. S. 2989, Know Your Social Security 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),Pension & Welfare Benefits Administration,SENATE,Social Security Administration (SSA),U.S. Trade Representative (USTR)",,70000,0,0,2020-04-17T15:50:52.120000-04:00
2433256,ca0f0637-4003-41e4-8960-8fccb99379d1,Q1,VANGUARD GROUP,291058,VANGUARD GROUP,2020,first_quarter,RET,"Issues in support of providing for electronic delivery of ERISA mandated retirement information, including the RETIRE Act and Proposed Rule 1210-AB90
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 retirement coverage proposals 
Issues related to auto-enrollment safe harbor
Issues related to improving and enhancing retirement plans
Issues related to S.1431 the Retirement Security and Savings Act of 2019 
Issues related to universal savings account vehicles
Issues related to portable retirement accounts
Issues related to allowing collective investment trusts in 403(b) plans
Issues related to retirement planning services
Issues related to H.R. 4117 the IRA Preservation Act of 2019
Issues related to H.R. 6257 the Public Service Retirement Fairness Act
Issues related to fiscal stimulus, including H.R. 748 the Coronavirus Aid, Relief, and Economic Security (CARES) Act","HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,770000,0,0,2020-04-17T16:00:14.303000-04:00
2433547,5374f9ac-8af6-41fa-82b0-8e6a822bd7db,Q1,NATIONAL BEER WHOLESALERS ASSOCIATION,27274,NATIONAL BEER WHOLESALERS ASSOCIATION,2020,first_quarter,RET,"Issues relating to multi-employer pension plans.

H.R. 748, The Coronavirus Aid, Relief and Economic Security Act: issues related to multi-employer pension plans.

H.R. 397 - Rehabilitation for Multiemployer Pensions Act of 2019

S. 2254 - Butch Lewis Act of 2019","Agriculture, Dept of (USDA),Alcohol & Tobacco Tax & Trade Bureau (TTB),Federal Motor Carrier Safety Administration,Food & Drug Administration (FDA),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Justice, Dept of (DOJ),Labor, Dept of (DOL),Natl Institute on Alcohol Abuse & Alcoholism (NIAA),SENATE,Treasury, Dept of,White House Office",,200000,0,0,2020-04-17T16:38:25.620000-04:00
2433772,d43e1a3a-59cb-4b6b-9e52-eae6a95e6ffe,Q1,"DAIRY FARMERS OF AMERICA, INC.",47314,DAIRY FARMERS OF AMERICA INC,2020,first_quarter,RET,Educated members of Congress on problems with multi-employer pensions.,"Agriculture, Dept of (USDA),HOUSE OF REPRESENTATIVES,SENATE,White House Office",,340000,0,0,2020-04-17T17:03:42.570000-04:00
2433818,49a51781-0fc8-471e-b02b-a4f237066da9,Q1,"BREDHOFF & KAISER, P.L.L.C.",304953,BAKERY AND CONFECTIONERY UNION & INDUSTRY INTERNATIONAL PENSION FUND,2020,first_quarter,RET,"H.R. 397, Rehabilitation for Multiemployer Pensions Act of 2019; multiemployer pension reform for underfunded pension plans","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2020-04-17T17:08:51.157000-04:00
2433872,d536f39e-3ade-402a-a37e-3063107f34ea,Q1,"PUBLIC STRATEGIES WASHINGTON, INC.",32486,INVESTMENT COMPANY INSTITUTE,2020,first_quarter,RET,Issues relating to retirement security and proposals to enhance and improve retirement savings.,"HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2020-04-17T17:15:02.820000-04:00
2433894,f8ecbd69-8eeb-4efe-a613-ee6b76c4773d,Q1,"PUBLIC STRATEGIES WASHINGTON, INC.",32486,PRINCIPAL FINANCIAL GROUP,2020,first_quarter,RET,Issues relating to retirement security and proposals to enhance and improve retirement savings,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2020-04-17T17:17:07.043000-04:00
2433909,08e2e93d-7b19-4c62-ba7a-c28641f79155,Q1,"PUBLIC STRATEGIES WASHINGTON, INC.",32486,PRUDENTIAL FINANCIAL INC,2020,first_quarter,RET,"Issues relating to retirement security and proposals to enhance and improve retirement savings.
Legislation to enhance retirement plan options","HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2020-04-17T17:19:11.037000-04:00
2433971,85df747e-63bb-487d-ad4e-705f43e8579f,Q1,"BLACKROCK FUNDS SERVICES GROUP, LLC",400534597,BLACKROCK FUNDS SERVICES GROUP LLC,2020,first_quarter,RET,"Issues related to fiduciary standards, retirement security and savings, including related tax reforms, retirement income products and retirement income disclosures","Commodity Futures Trading Commission (CFTC),Executive Office of the President (EOP),Export-Import Bank of the United States (EXIM Bank),Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,Federal Trade Commission (FTC),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Overseas Private Investment Corp (OPIC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,340000,0,0,2020-04-17T17:30:32.480000-04:00
2434102,ed1786ad-8d82-4228-9562-22cac06f05e5,Q1,PACIFIC LIFE INSURANCE COMPANY,309754,PACIFIC LIFE INSURANCE COMPANY,2020,first_quarter,RET,"H.R. 1994 - Setting Every Community up for Retirement Enhancement Act Issue: Retirement Security.
H.R. 1439 - The Increasing Access to a Secure Retirement Act Issue: measures to bolster Americans retirement security and annuity selection safe harbor.
HR 5282/S 2526 - Retirement Enhancement Savings Act.
H.R. 2055/ S. 868 - Lifetime Income Disclosure Act. Issue: lifetime income illustration
Department of Labor Fiduciary Rule, SEC Best Interest Standard.
S. 1431 - Retirement Security and Savings Act.
H.R. 1865 Further Consolidated Appropriations Act.
Coronavirus Aid, Relief, and Economic Security Act (CARES) Act Provisions on retirement including: Temporary Waiver of RMD, increase in loan amount from Employer Sponsored Plans, IRS Penalty tax free distribution from eligible retirement plans 

Discussions related to the following bills from the previous Congress:
H.R. 3857 - Protecting Advice for Small Savers Act of 2017 addressing the DOL Fiduciary rule and establishing a best interest standard for financial advisors.
H.R. 4524 - The Retirement Simplification and Enhancement Act of 2017 Issue: Lifetime income provisions.
H.R. 4523 - The Automatic Retirement Plan Act Issue: Retirement Security.
H.R. 3910 - Amends the Internal Revenue Code of 1986 to make lifetime income and managed account options of defined contribution retirement savings plans portable.","Consumer Financial Protection Bureau (CFPB),Federal Housing Finance Agency (FHFA),Federal Reserve System,HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,390000,0,0,2020-04-17T17:49:01.533000-04:00