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
2954264,2068f211-1d1b-42f4-8554-7222420d4778,Q1,AMAC ACTION,401104675,AMAC ACTION,2023,first_quarter,RET,"healthcare reform solutions and legislation, Social Security reform solutions and legislation","Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,SENATE",,130000,0,0,2023-03-28T13:05:34-04:00
2954750,ce4eddf7-dd14-447a-a029-24820462bbeb,Q1,"DOUCET CONSULTING SOLUTIONS, LLC",401104418,LOUISIANA SHERIFFS' ASSOCIATION,2023,first_quarter,RET,Support for repeal of the Windfall Elimination Provision and the Government Pension Offset in the Social Security Program.,"SENATE,Treasury, Dept of,White House Office",10000,,0,0,2023-04-03T15:47:48-04:00
2954755,8883fa1f-bc5e-4794-a5d6-979ad0bfd5f0,Q1,"DOUCET CONSULTING SOLUTIONS, LLC",401104418,WILLIAMS AND JENSEN ON BEHALF OF LOS ANGELES COUNTY EMPLOYEES' RETIREMENT SYSTEM,2023,first_quarter,RET,Support for reforms to the Windfall Elimination Provision and the Government Pension Offset in the Social Security Program.,"HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2023-04-03T16:09:01-04:00
2955537,30f7ae87-b0ee-4689-ae62-8501120b80ad,Q1,NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS,26901,NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS,2023,first_quarter,RET,"Issues related to IRA and pension reform. Issues related to investment advice 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.","HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),SENATE,Treasury, Dept of",,457875,0,0,2023-04-06T13:59:21-04:00
2956188,a33e470a-1343-43a9-91b5-b4d1a96920e3,Q1,INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES,401105446,INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES,2023,first_quarter,RET,Oppose the Giving Retirement Options to Workers Act,,,60000,0,0,2023-04-10T09:24:11-04:00
2956351,0274849a-0eb3-4301-9f5d-cf756a151601,Q1,"INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO",50400,INTERNATIONAL UNION OF POLICE ASSOCIATIONS AFL-CIO,2023,first_quarter,RET,"S2236, HR 82","HOUSE OF REPRESENTATIVES,SENATE",,20000,0,0,2023-04-10T12:45:38-04:00
2956444,34306e0c-2a6a-4e76-87b7-00195b7a97a0,Q1,PUBLIC PRIVATE STRATEGIES,401104830,ETSY,2023,first_quarter,RET,Retirement savings and portable benefits,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",45000,,0,0,2023-04-10T13:58:22-04:00
2956467,f04b384b-5bd5-475d-a31a-db1f55319af4,Q1,"MARSH & MCLENNAN COMPANIES, INC.",400361683,"MARSH & MCLENNAN COMPANIES, INC.",2023,first_quarter,RET,Implementation of SECURE 2.0 retirement legislation,"HOUSE OF REPRESENTATIVES,SENATE",,310000,0,0,2023-04-10T14:09:01-04:00
2956677,70d52937-d635-4541-ab0b-1cd78206bad0,Q1,THE ERISA INDUSTRY COMMITTEE,13803,ERISA INDUSTRY COMMITTEE,2023,first_quarter,RET,Paid leave issues Emergency savings Single-employer defined benefit issues Retirement plan disclosures Retirement plan investment requirements and options Retirement plan contribution flexibility Retirement savings tax issues Modernizing retirement plan administration Retirement plan recordkeeping issues PBGC premiums SECURE 2.0 Act Multiemployer pensions Litigation and enforcement affecting benefit plans,"HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,80000,0,0,2023-04-10T17:24:17-04:00
2956714,33aa32ed-0bf8-4144-a84f-64c99358154c,Q1,TREA SENIOR CITIZENS LEAGUE,38426,TREA SENIOR CITIZENS LEAGUE,2023,first_quarter,RET,"Social Security Cost of Living Adjustment (S.394, H.R.671), Social Security Reform (H.R. 281), Repeal of the Windfall Elimination Provision and the Government Pension Offset H.R. 82, S.597), Special Stimulus for Social Security Recipients.","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2023-04-10T22:39:25-04:00
2957015,e1928080-5648-4118-9587-5b9b24c5596e,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,2023,first_quarter,RET,"Monitor SEC's Regulation Best Interest. Regarding the Department of Labor's Financial Factors in Selecting Plan Investments, support changes to prevent the Department from requiring plan fiduciaries to select investments based solely on pecuniary factors and prohibiting consideration of Environmental, Societal, and Governmental factors. (No specific bills.) Implementation of H.R. 2954, the SECURE 2.0 Act","HOUSE OF REPRESENTATIVES,SENATE",,480000,0,0,2023-04-11T12:15:34-04:00
2957066,37977239-c203-45fe-b93f-f64af3d4fc90,Q1,THE ESOP ASSOCIATION,13858,ESOP ASSOCIATION,2023,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.","HOUSE OF REPRESENTATIVES,SENATE",,50000,0,0,2023-04-11T13:03:11-04:00
2957214,b860c5f9-d57a-4df4-ab8d-dcc56dcad211,Q1,NATIONAL ASSOCIATION OF POSTAL SUPERVISORS,401075023,NATIONAL ASSOCIATION OF POSTAL SUPERVISORS,2023,first_quarter,RET,"Legislation that may impact the Civil Service Retirement System and the Federal Employees Retirement System H.R. 82 and S. 957, the Social Security Fairness Act, legislation to repeal the Windfall Elimination Provision and the Government Pension Offset H.R. 866, the COLA Equity Act, legislation to provide equity between the CSRS retirement cost-of-living-adjustment and the FERS cost-of-living-adjustment H.R. 716, the Fair COLA for Seniors Act, legislation to provide a more accurate calculation for retirement cost-of-living-adjustments","HOUSE OF REPRESENTATIVES,SENATE",,15000,0,0,2023-04-11T15:05:31-04:00
2957258,22c2cbbe-4a5b-4c33-a9ed-13065b921732,Q1,"VERITAS ADVISORS, LLP",283878,CLEARWATER PAPER,2023,first_quarter,RET,"Pensions, no specific bills.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2023-04-11T15:31:34-04:00
2957627,49338c42-78d5-42f1-a443-1e2621d08709,Q1,DYKEMA GOSSETT PLLC,12915,JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.),2023,first_quarter,RET,Lobbied in support of retirement security and pension provisions. Lobbied on proposed Fiduciary Rule.,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2023-04-12T11:14:48-04:00
2957668,41401634-77ed-4d16-a53a-74f76ea4fdec,Q1,"PUBLIC STRATEGIES WASHINGTON, INC.",32486,INVESTMENT COMPANY INSTITUTE,2023,first_quarter,RET,Issues relating to retirement security,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2023-04-12T12:10:05-04:00
2957721,8f981807-7d29-41f7-867a-986e62e75b5b,Q1,"PUBLIC STRATEGIES WASHINGTON, INC.",32486,PRINCIPAL FINANCIAL GROUP,2023,first_quarter,RET,Issues relating to retirement security,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2023-04-12T12:57:06-04:00
2957802,8ea118ba-7515-40c1-9a66-90ac3088e504,Q1,"CASSIDY & ASSOCIATES, INC.",8453,SOCIETY OF ACTUARIES,2023,first_quarter,RET,General legislative issues related to actuarial profession,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2023-04-12T14:15:24-04:00
2957817,65231ab6-e4b0-4f5c-bb61-d447ef5a910b,Q1,RICH FEUER ANDERSON,84775,BLACKROCK FUNDS SERVICES GROUP LLC (FORMERLY BLACKROCK CAPITAL MANAGEMENT INC.),2023,first_quarter,RET,"Issues related to retirement security and savings, including retirement income products and retirement income disclosures and H.R.2594, the ""Securing a Strong Retirement Act of 2021.""","HOUSE OF REPRESENTATIVES,SENATE",80000,,0,0,2023-04-12T14:25:05-04:00
2957967,721c8a97-8204-4895-81bc-8fa616328106,Q1,"LONGBOW PUBLIC POLICY GROUP, LLC",401106355,"CENTER FOR CAPITAL MARKETS COMPETITIVENESS, U.S. CHAMBER OF COMMERCE",2023,first_quarter,RET,Anticipated Fiduciary Rule further defining and delimiting the definition of fiduciary pursuant to the Employee Retirement Income Security Act of 1974.,"Labor, Dept of (DOL)",30000,,0,0,2023-04-12T15:44:22-04:00
2957971,27e4af2c-9bc5-4652-beb2-0096e079ef81,Q1,"LONGBOW PUBLIC POLICY GROUP, LLC",401106355,UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA,2023,first_quarter,RET,General education concerning the need for additional reform of the multiemployer pension system following the enactment of the Special Financial Assistance program as part of the American Rescue Plan Act.,"Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC)",20000,,0,0,2023-04-12T15:45:05-04:00
2957975,543e1b21-12a5-40bf-93ae-0607692e3dbc,Q1,"LONGBOW PUBLIC POLICY GROUP, LLC",401106355,SIGNATORY WALL AND CEILING CONTRACTORS ALLIANCE,2023,first_quarter,RET,"H.J. Res. 30, providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Labor relating to Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights; entire resolution. S.J. Res. 8, Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Labor relating to Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights; entire resolution. General education concerning the need for additional reform of the multiemployer pension system following the enactment of the Special Financial Assistance program as part of the American Rescue Plan Act with an emphasis on the authorization of two-pool withdrawal liability for multiemployer plans in the construction industry, improved legal clarity for variable defined benefit plans, and authorization of composite plans.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,White House Office",50000,,0,0,2023-04-12T15:45:57-04:00
2958129,a99627b4-dbc3-4454-81ab-922368a1ce6f,Q1,"DUTKO WORLDWIDE, LLC",12868,ACCENTURE FEDERAL SERVICES LLC,2023,first_quarter,RET,Monitor IT Modernization at the Social Security Administration. Support language to accelerate IT modernization efforts at SSA,"HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2023-04-12T17:08:15-04:00
2958655,161cfba3-7b99-47fb-961a-acc6081c69ab,Q1,MR. MARK REY,400454181,NATIONAL OLDER WORKERS CAREER CENTER,2023,first_quarter,RET,Assisting retired federal workers secure new employment opportunities,"HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),SENATE,U.S. Forest Service",6000,,0,0,2023-04-13T13:54:11-04:00
2959047,f3ccd426-483b-4d89-a999-3bbaf608b954,Q1,DANEA KEHOE,67570,NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS,2023,first_quarter,RET,ESG investments in retirement plans catch-up contributions,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",10000,,0,0,2023-04-14T07:12:24-04:00
2959084,39aa04f7-e991-42f1-a3b9-beb034ed1208,Q1,AARP,1694,AARP,2023,first_quarter,RET,"S. 692, a bill to require require the Social Security Administration to make changes to Social Security terminology. S. 664, a bill to ensure that Social Security beneficiaries receive regular statements. No bill number. Discussed long term solvency of Social Security and options to extend solvency. No bill number. Discussed customer Social Security customer service. No bill number. Discussed Social Security, Medicare and debt ceiling. No bill number. Discussed fast track entitlement commissions. H.R. 716, Fair COLA for Seniors Act of 2023. No bill number. Discussed the Supplemental Security Income program. H.R. 82, Social Security Fairness Act of 2023. Discussed pension provisions enacted in the Securing a Strong Retirement Act (SECURE 2.0). No bill number. Discussed the Thrift Savings Plan and non-government workers. No bill number. Discussed improvements to Social Security and retirement.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Social Security Administration (SSA)",,3850000,0,0,2023-04-14T08:31:06-04:00
2959200,f1d43b3c-8496-4bb6-88b2-d33384f3256b,Q1,"PUBLIC STRATEGIES WASHINGTON, INC.",32486,PRUDENTIAL FINANCIAL INC,2023,first_quarter,RET,Issues relating to retirement security Legislation to enhance retirement plan options Monitor legislation related to data privacy and security,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2023-04-14T09:54:33-04:00
2959351,cabfb40d-86f9-4564-974f-227e2481f137,Q1,NATIONAL FEDERATION OF THE BLIND,401103561,NATIONAL FEDERATION OF THE BLIND,2023,first_quarter,RET,Remove the earnings cliff for Social Security Disability Insurance recipients and replace it with a two-for-one phaseout.,"HOUSE OF REPRESENTATIVES,SENATE,Social Security Administration (SSA)",,50000,0,0,2023-04-14T11:41:44-04:00
2959421,20b14392-3c8d-4d57-bf76-2eadb6b5f70b,Q1,"FORSCEY, PLLC",52880,"WRITERS GUILD OF AMERICA, WEST",2023,first_quarter,RET,Work in opposition to legislation that would reduce previously enacted government approved funding for distressed multi-employer pension plans and in opposition to proposals that would increase PBGC premiums on multi-employer plans.,"HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of",30000,,0,0,2023-04-14T12:22:47-04:00
2959648,c300b061-f3a0-42e9-82dd-61e8bd2ff1de,Q1,NATIONWIDE MUTUAL INSURANCE COMPANY,26411,NATIONWIDE MUTUAL INSURANCE COMPANY,2023,first_quarter,RET,"PL 117-328 Consolidated Appropriations Act, 2023 - SECURE 2.0 HR 6746 (117th) Lifetime Income For Employees Act - allows fiduciaries of pension plans to make default investment arrangements in annuity contracts Issue Investment Advice Standards Issue Davis Bacon HR 7151 (117th) Ensuring Sound Guidance Act - Under ERISA, specify that only pecuniary factors are to be taken into account in determining best interest Issue Retirement Security HR 1177/S 427 Financial Freedom Act of 2023 - prohibit the Secretary of Labor from constraining the range or type of investments that may be offered in retirement accounts","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE",,980000,0,0,2023-04-14T15:09:55-04:00
2959906,73aac6da-c0ed-403e-840d-f32cf41e026b,Q1,TIBER CREEK GROUP,20744,COMMITTEE ON CAPITAL MARKETS REGULATION,2023,first_quarter,RET,Issues related to retirement security.,SENATE,10000,,0,0,2023-04-15T11:44:34-04:00
2960184,b7a64620-4fbf-48ff-9666-19e97bcae087,Q1,HOLLAND & KNIGHT LLP,18466,"CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.",2023,first_quarter,RET,Educating members of Congress and staff on financial planning business tax incentives and retirement issues and policy.,"HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2023-04-16T13:13:57-04:00
2960421,2ceb3a66-1f4f-4f53-bff2-6fb47e2b1a03,Q1,CONCERNED WOMEN FOR AMERICA LEGISLATIVE ACTION COMMITTEE,47985,CONCERNED WOMEN FOR AMERICA LEGISLATIVE ACTION COMMITTEE,2023,first_quarter,RET,"Opposed the rule submitted by the Department of Labor relating to ""Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights"" Endorsed H.J.Res.30 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Labor relating to ""Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights"". Opposed veto of H.J.Res.30 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Labor relating to ""Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights"". Endorsed S.J.Res.8 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Labor relating to ""Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights""","HOUSE OF REPRESENTATIVES,President of the U.S.,SENATE",,15000,0,0,2023-04-16T20:13:26-04:00
2960632,70946c2c-b258-4ca2-b3e5-b43fde63146c,Q1,COVINGTON & BURLING LLP,11195,"JOHN HANCOCK LIFE INSURANCE COMPANY (USA) (FKA JOHN HANCOCK FIN. SERVICES, INC.)",2023,first_quarter,RET,Retirement; long term care insurance.,,40000,,0,0,2023-04-17T09:49:49-04:00
2961056,72779ef3-cce2-44d3-90e0-f0b5f6a4405a,Q1,EMERGENT STRATEGIES,401104778,RETIRESAFE,2023,first_quarter,RET,Issues related to seniors and their needs during retirement.,"HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2023-04-17T11:18:05-04:00
2961267,d27a32de-184c-4a9b-9ca1-6053db43af52,Q1,FORBES-TATE,400976792,INSURED RETIREMENT INSTITUTE,2023,first_quarter,RET,Issues related to retirement savings; H.R. 2954 - Securing a Strong Retirement Act of 2021 (117th Congress).,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2023-04-17T11:55:15-04:00
2961307,fed52e90-a1b4-4209-b900-0eccf6662e7f,Q1,FORBES-TATE,400976792,INSURED RETIREMENT INSTITUTE,2023,first_quarter,RET,Issues related to retirement savings; H.R. 2954 - Securing a Strong Retirement Act of 2021 (117th Congress).,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2023-04-17T12:02:47-04:00
2961323,827553eb-2685-45e8-80b9-8a04bf8aa550,Q1,TRUCKER HUSS APC,400537609,WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND,2023,first_quarter,RET,Retirement,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of",,,0,0,2023-04-17T12:05:35-04:00
2961424,07b16a1a-6e98-495b-9dce-645b76f702de,Q1,NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA),28515,NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA),2023,first_quarter,RET,Draft retirement savings proposals impacting defined-benefit and defined-contribution plans,"HOUSE OF REPRESENTATIVES,SENATE",,670348,0,0,2023-04-17T12:21:18-04:00
2961568,42f47eb9-87bd-49cc-8a90-7273f53ddae7,Q1,FORBES-TATE,400976792,"EDWARD D. JONES & CO., L.P.",2023,first_quarter,RET,"Issues related to retirement security and savings matters; Issues related to small business retirement and retirement savings; Issues related to retirement savings for military spouses; SIMPLE IRAs; Issues related to financial transaction, capital gains, and dividend income taxes; Issues related to senior investor protection matters; Issues related to SEC and DOL standard of care rulemaking; Issues related to partnership tax and IRS Code Section 199A.",SENATE,50000,,0,0,2023-04-17T12:54:22-04:00
2961624,c371bd50-57aa-4409-8b1c-5c0463219931,Q1,"ALLON ADVOCACY, LLC",401104657,YODLEE INC.,2023,first_quarter,RET,Best interest rule finalized by SEC and revised Department of Labor fiduciary rule.,"Consumer Financial Protection Bureau (CFPB),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",70000,,0,0,2023-04-17T13:08:33-04:00
2961689,40bb8fec-1dcb-4a2d-b15a-ea15318d2ef6,Q1,"ALLON ADVOCACY, LLC",401104657,"FORGE GLOBAL, INC.",2023,first_quarter,RET,Issues related to the treatment of certain retirement accounts.,"HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE",50000,,0,0,2023-04-17T13:22:22-04:00
2961750,5e100383-edb1-4735-b4c4-b6ed9b306970,Q1,"PORTERFIELD, FETTIG & SEARS, LLC",305054,PRUDENTIAL FINANCIAL,2023,first_quarter,RET,Issues related to retirement regulations.,"HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2023-04-17T13:41:17-04:00
2961923,6924661f-b777-4ea9-85d8-783fa986c103,Q1,SQUIRE PATTON BOGGS,30906,AON SERVICE CORPORATION (FKA AON HEWITT),2023,first_quarter,RET,Advice regarding retirement-related legislation and regulatory reform.,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2023-04-17T14:23:53-04:00
2962247,0f66d4c2-4e77-41eb-8c66-5c66dd8225d5,Q1,KEVIN KAYES,401104434,ARCBEST,2023,first_quarter,RET,Pension Legislation,"HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2023-04-17T15:43:15-04:00
2962309,6d2d84f3-b83f-445e-b226-e95fb7fad14c,Q1,POYNER SPRUILL LLP,400563685,AMERICAN RETIREMENT ASSOCIATION,2023,first_quarter,RET,"Implementation of retirement plan legislation, legislative proposals, retirement plan correction programs, reporting and disclosure, enforcement activities, and rulings and agreements.","HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE",30000,,0,0,2023-04-17T15:54:27-04:00
2962444,685e93f8-d4ab-4b0c-976e-5f14fab67ec0,Q1,NATIONAL COUNCIL OF FARMER COOPERATIVES,27638,NATIONAL COUNCIL OF FARMER COOPERATIVES,2023,first_quarter,RET,Issues relating to pension plans sponsored by farmer cooperatives; issues relating to and impacting agriculture and farmer cooperatives,"HOUSE OF REPRESENTATIVES,SENATE",,419000,0,0,2023-04-17T16:22:43-04:00
2963108,4098349e-1cde-4a48-80b6-232c9721157a,Q1,PENN AVENUE PARTNERS,400918672,"BRIGHTHOUSE FINANCIAL, INC.",2023,first_quarter,RET,Retirement issues impacting Brighthouse Financial.,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2023-04-18T07:35:03-04:00
2963322,b673e330-7ac7-49f5-a4a0-89035ecc4827,Q1,GLADNEY LAW GROUP,401105457,"INTERN ASSOC OF BRIDGE, STRUCTURAL, ORNAMENTAL AND REINFORCING IRONWORKERS",2023,first_quarter,RET,Amendment to 26U.S.C. 414(k),"HOUSE OF REPRESENTATIVES,Pension Benefit Guaranty Corporation (PBGC),SENATE",,,0,0,2023-04-18T09:31:31-04:00
2963330,2f6f5c0f-68fe-4137-9886-96814e60aa75,Q1,GLADNEY LAW GROUP,401105457,"ULLICO, INC.",2023,first_quarter,RET,Pension reform,SENATE,,,0,0,2023-04-18T09:36:00-04:00
2963688,0f2e2716-8bd3-4992-8417-650df1a47d18,Q1,"UNIFIED SOLUTIONS, LLC",401103156,GENERAL FEDERATION OF WOMEN'S CLUBS,2023,first_quarter,RET,Paid Family and Medical Leave Act,"HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2023-04-18T10:58:40-04:00
2964152,e97e6770-8460-4563-993d-464e80269ccb,Q1,THE RABEN GROUP,61458,SMALL INVESTOR PROTECTION LEAGUE (INFORMAL COALITION),2023,first_quarter,RET,"Issues relating to professional activist investors and closed-end funds; proposals to enhance investor protections; proposals to amend the Investment Company Act, including the Increasing Investor Opportunities Act.","HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE",40000,,0,0,2023-04-18T12:18:41-04:00
2964291,e77da1ab-14d2-4ca7-8c65-5cf9ed35ecde,Q1,"CAPITOL CITY GROUP, LTD.",52903,"ASCENSUS, INC.",2023,first_quarter,RET,"H.Res.117 Affirming that Social Security is one of the primary pillars of retirement support for millions of older Americans, and for other purposes; H.R.2637 To amend the Internal Revenue Code of 1986 to waive the early withdrawal penalty on certain distributions from qualified retirement plans;S.1135 A bill to amend title XXVII of the Public Health Service Act, the Employee Retirement Income Security Act of 1974, the Internal Revenue Code of 1986, and the Patient Protection and Affordable Care Act to require coverage of hearing devices and systems in certain private health insurance plans, and for other purposes; H.R.585 Expanding Penalty Free Withdrawal Act; H.R.1119-S523 Freedom to Invest in a Sustainable Future Act; S.Res.42 An original resolution authorizing expenditures by the Committee on Health, Education, Labor, and Pensions; H.R.1933 To provide for a limitation on availability of funds for Department of Labor, Pension Benefit Guaranty Corporation, Salaries and Expenses for fiscal year 2024; S.1158 A bill to amend the Internal Revenue Code of 1986 to improve access to health care through expanded health savings accounts, and for other purposes; H.R.677 Health Freedom and Flexibility Act; S.731 TELEHEALTH HSA Act of 2023; H.R.1795 Homecare for Seniors Act; H.R.312 Emergency Savings Accounts Act of 2023; H.R.1769 Healthcare Freedom Act of 2023.","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2023-04-18T12:57:21-04:00
2964921,cd350b14-b6a3-48b3-aa3b-eef2fa49d797,Q1,INTERNATIONAL BROTHERHOOD OF TEAMSTERS,19855,INTERNATIONAL BROTHERHOOD OF TEAMSTERS,2023,first_quarter,RET,"- H.J. Res. 30, Overturning DOL ESG Rule - Pension Protection (general)",HOUSE OF REPRESENTATIVES,,300599,0,0,2023-04-18T14:59:05-04:00
2964933,ce44ba19-7d39-47dc-9738-4b94365525ce,Q1,ALLIANCE FOR RETIRED AMERICANS,67238,ALLIANCE FOR RETIRED AMERICANS,2023,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. Proposals regarding the Social Security Windfall Elimination Provision 5. Proposals regarding the Social Security Government Pension Offset 6. Proposals to change the Social Security earnings cap","HOUSE OF REPRESENTATIVES,SENATE",,70000,0,0,2023-04-18T15:03:59-04:00
2965196,9715eac7-a08f-42f9-8162-8127b91123a1,Q1,INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS,19775,INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS,2023,first_quarter,RET,Oppose GOP effort to recall DOL ESG Rule H.J. Res 30,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",,680000,0,0,2023-04-18T15:49:10-04:00
2965273,42ff3526-4d82-4032-8689-66628ab48c75,Q1,"BROWNSTEIN HYATT FARBER SCHRECK, LLP",7257,"UNIVERSAL SAVINGS FOR AMERICANS, FORMERLY REPORTED AS, SAVINGUSA",2023,first_quarter,RET,Issues related to the retirement savings program,SENATE,110000,,0,0,2023-04-18T16:01:41-04:00
2965857,2d8163d3-cbe0-4d70-818c-47397db609f8,Q1,INVESTMENT COMPANY INSTITUTE,20128,INVESTMENT COMPANY INSTITUTE,2023,first_quarter,RET,Department of Labor QPAM proposal Department of Labor rule on ESG investing and proxy voting,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,White House Office",,1020000,0,0,2023-04-18T17:39:49-04:00
2966354,1127fba7-bf27-423c-8023-a87856623956,Q1,INVARIANT LLC,314237,THE AMERICAN COUNCIL OF LIFE INSURERS,2023,first_quarter,RET,"Monitor retirement issues, including the implementation of the SECURE 2.0 Act of 2022 in PL 117-328.","HOUSE OF REPRESENTATIVES,SENATE",90000,,0,0,2023-04-18T21:29:06-04:00
2966780,c0840bd4-e48c-4145-8924-23763cb36063,Q1,INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS,19822,INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS,2023,first_quarter,RET,"The International Brotherhood of Electrical Workers (IBEW) lobbied in opposition to a resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Labor relating to Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights ( H.J.Res. 30/S.J.Res. 8).","HOUSE OF REPRESENTATIVES,SENATE",,130000,0,0,2023-04-19T09:02:18-04:00
2967030,69dc8dd0-2c28-4207-a73c-2e29c1681451,Q1,"MCALLISTER & QUINN, LLC",292573,UNITED STATES CAPITOL POLICE LABOR COMMITTEE,2023,first_quarter,RET,"Capitol Security. January 6th special committee. Legislative Branch appropriations. H.R.1323 - Law Enforcement Officer Fair Retirement Act of 2023. In support of. H.R.82 - S.597- Social Security Fairness Act of 2023. In support of. No bill number - HELPER Act. In support of. No bill number - Legislative Branch Appropriations Act, 2024 - Provisions related to Capitol Security, pay issues.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2023-04-19T09:48:01-04:00
2967506,4bde52c0-1aae-4261-b71b-e00930c5943f,Q1,SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN,35068,SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN,2023,first_quarter,RET,Support appointment of Jessica Looman as Administrator of DOL W&H Division,SENATE,,,0,0,2023-04-19T10:29:11-04:00
2967676,c0bc43fc-d024-4dc1-a087-ab96052bce18,Q1,AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES,3481,AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES,2023,first_quarter,RET,"H.R. 2617 - Consolidated Appropriations Act, 2023 (117th Congress) H.R. 9462 - Retirement Savings for Americans Act of 2022 (117th Congress) S. 5271 - Retirement Savings for Americans Act of 2022 (117th Congress)","HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE",,313628,0,0,2023-04-19T10:42:48-04:00
2967799,46bdc0a4-9a10-4eb4-9ea4-e3f918d1e984,Q1,"WILLIAMS AND JENSEN, PLLC",41454,"THE VANGUARD GROUP, INC.",2023,first_quarter,RET,"Retirement and savings issues, generally.","HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2023-04-19T10:51:01-04:00
2968023,f19e5cd8-25db-4ee9-88ae-1e8c94264df9,Q1,INSURED RETIREMENT INSTITUTE,285494,INSURED RETIREMENT INSTITUTE,2023,first_quarter,RET,"Build Back Better Act (Title XII, Committee on Ways and Means, Subtitle B, Part 1, Automatic Contribution Plans and Arrangements) (H.R. 5367 - 117th Congress). DOL - EBSA - Amendment to and Partial Revocation of Prohibited Transaction Exemption (PTE) 84-24 for Certain Transactions involving Insurance Agents and Brokers, Pension Consultants, Insurance Companies, and Investment Company Principal Underwriters. DOL - EBSA - Definition of the Term Fiduciary - RIN 1210-AC02. DOL - EBSA - Employee Benefits Security - Proposed Amendment to Prohibited Transaction Class Exemption 84-14 (the QPAM Exemption) - 29 CFR Part 2550/Z-RIN 1210 ZA07. DOL - EBSA - Implementation of the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022 (Public Law No: 117-328). DOL - EBSA - Improving Investment Advice for Workers and Retirees - ZRIN 1210-ZA29. DOL - EBSA - Notice of Reopening Comment Period of Proposed Amendment to Prohibited Transaction Class Exemption 84-14 (the QPAM Exemption) (29 CFR 2550). DOL - EBSA - Pension Benefit Statements-Lifetime Income Illustrations - RIN 1210-AB20. DOL - EBSA - Proposed Rule - Definition of the Term ""Fiduciary"", 29 CFR 2510.3-21 (RIN: 1210-AC02). DOL - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). DOL - Wage and Hour Division - Employee or Independent Contractor Classification Under the Fair Labor Standards Act -- 87 FR 62218/RIN 1235-AA43. Elder Justice Reauthorization and Modernization Act of 2021 (S.2674/H.R. 4969 - 117th Congress). FINRA -Request for Comment on Effective Practices and Rule Enhancements for Sales Practice Obligations for Complex Products and Options (Regulatory Notice 22-08). Joint Resolution providing for congressional disapproval of the Department of Labors Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights Rule (S.J.Res.8/H.J. Res.30 - 118th Congress). Legislation and rulemaking affecting 403(b) retirement plans and federal and state regulations governing their administration and operation. Legislation and rulemaking affecting annuities, variable life products and retirement savings including Biden Administration and Congressional proposals on tax reform, ERISA, and securities laws. Legislation establishing a federal regulatory framework to oversee the cryptocurrency market in and use of cryptocurrency in retirement plans. Legislation to clarify Form 5500 reporting requirement for retirement plans filing under a Group of Plans. Legislation to maintain and protect the diverse array of retirement plan structures. Legislation to prohibit IRSs use of private debt collection agencies for individuals over the age of 65. Legislation to promote, preserve and maintain tax-deferred treatment of retirement savings. Legislation to provide favorable tax treatment for guaranteed lifetime income. Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions. Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions. SEC - Cybersecurity Risk Management for Investment Advisers, Registered Investment Companies, and Business Development Companies; Reopening of Comment Period - 17 CFR Parts 230, 232, 239, 270, 274, 275, and 279 [Release Nos. 33-11167; 34-97144; IA-6263; IC-34855; File No. S7-04-22] RIN 3235-AN08. SEC - Cybersecurity Risk Management Rule for Broker-Dealers, Clearing Agencies, Major Security-Based Swap Participants, the Municipal Securities Rulemaking Board, National Securities Associations, National Securities Exchanges, Security-Based Swap Data Repositories, Security-Based Swap Dealers, and Transfer Agents - 17 CFR Parts 232, 240, 242 and 249 [Release No. 34-97142; File No. S7-06-23] RIN 3235-AN15. SEC - Electronic Submission of Certain Materials Under the Securities Exchange Act of 1934; Amendments Regarding the FOCUS Report - 17 CFR Parts 202, 232, 240, 249, and 249b [Release Nos. 33-11176; 34-97182; IC-34864; File No. S7-08-23] RIN 3235-AL85. SEC - FINRA - Proposed Rule Change to Extend the Effectiveness of Temporary FINRA Rule 3110.17 - SR-FINRA-2021-023. SEC - Implementation and Enforcement of Regulation BI and Form CRS. SEC - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division AA-Financial Services Matters, Title I-Registration for Index linked Annuities, Sec. 101. Parity for Registered Index-Linked Annuities Regarding Registration Rules. SEC - Proposal to Create a RILA Registration Form. SEC - Proposed Rule - Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting, 17 CFR Parts 270 and 274 (RIN 3235-AM98). SEC - Proposed Rule - Safeguarding Advisory Client Assets, 17 CFR Parts 275 and 279 (RIN 3235-AM32). SEC - Proposed Rule Enhanced Disclosures by Certain Investment Advisers and Investment Companies about Environmental, Social, and Governance Investment Practices (17 CFR Part 200, 230, 232, 239, 249, 274, and 279, RIN: 3235-AM96). SEC - Proposed Rule Enhancement and Standardization of Climate-Related Disclosures for Investors (17 CFR 210, 229, 232, 239, and 249, RIN 3235-AM87). SEC - Proposed Rule Investment Company Names (17 CFR Parts 232, 270 and 274, RIN: 3235-AM72). SEC - Regulation S-P: Privacy of Consumer Financial Information and Safeguarding Customer Information - 17 CFR Parts 240, 248, 270, and 275 [Release Nos. 34-97141; IA-6262; IC-34854; File No. S7-05-23] RIN 3235-AN26. SEC - Request for Comment on Certain Information Providers Acting as Investment Advisers (17 CFR Parts 270 and 275, RIN 3235- AM95). SEC - Request for Information and Comments on Broker-Dealer and Investment Adviser Digital Engagement Practices, Related Tools and Methods, and Regulatory Considerations and Potential Approaches; Information and Comments on Investment Adviser Use of Technology to Develop and Provide Investment Advice - RIN 3235-AN00 (Release Nos. 34-92766; IA-5833; File No. S7-10-21). SEC - Safeguarding Advisory Client Assets - 17 CFR Parts 275 and 279 Release No. IA-6240; File No. S7-04-23 RIN 3235-AM32. SEC - Tailored Shareholder Reports for Mutual Funds and Exchange-Traded Funds; Fee Information in Investment Company Advertisements - 17 CFR Parts 200, 230, 232, 239, 249, 270, and 274/RIN 3235-AM52. The Automatic Reenroll Act (S.3712/H.R.6782 - 117th Congress). The Data Privacy Act (H.R.1165 - 118th Congress). The Empowering States to Protect Seniors from Bad Actors Act (H.R. 5914 - 117th Congress). The Enhancing American Retirement Act Now (EARN) Act (Section 612) (S.4808 - 117th Congress). The ESG Disclosure Simplification Act. (H.R. 1187 - 117th Congress). The E-SIGN Modernization Act of 2022 (S.3715 - 117th Congress). The Expanding Access to Retirement Savings for Caregivers Act (H.R. 3644 - 117th Congress). The Financial Exploitation Prevention Act (H.R.500-118th Congress). The Financial Fitness Act (H.R. 5779 - 117th Congress). The Financial Freedom Act of 2023(S.427/H.R.1177 - 118th Congress). The General Accounts Product Clarifications Act (H.R.9515 - 117th Congress). The Lifetime Income for Employees Act (H.R. 6746 - 117th Congress). The Receiving Electronic Statements to Improve Retiree Earnings Act (H.R. 4610 - 115th Congress). The Retirement Savings for Americans Act of 2022 (S.5271/H.R.9462 - 117th Congress). The Retirement Security and Savings Act of 2021 (Section 201(5)) (S.1770 - 117th Congress). The Richard L. Trumka Protecting the Right to Organize (PRO) Act of 2023 (S.567/H.R.20 - 118th Congress). The Secure and Fair Enforcement (SAFE) Banking Act (S.910/H.R. 1996 - 117th Congress). The Securing a Strong Retirement Act (Section 104 - Enhanced 403b Plans - House Committee on Ways and Means) (H.R.2954 - 117th Congress). The Securing and Enabling Commerce Using Remote and Electronic Notarization Act (S.1625/H.R. 3962 - 117th Congress). The Senior Security Act (S.955 - 118th Congress). The Small Business Tax Fairness Act (S.2387-117th Congress). The Small Businesses Add Value for Employees (SAVE) Act (H.R.4637-115th Congress). Treasury - IRS - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury - IRS - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022. Treasury - IRS - Notice 2021-03 - Extension of Temporary Relief from the Physical Presence Requirement for Spousal Consents Under Qualified Retirement Plans. Treasury - IRS - Notice 2022-33 to Extend SECURE Act and CARES Act Amendments Deadlines. Treasury - IRS - Proposed Rule Required Minimum Distributions (87 FR 10504, 26 CFR 1 and 26 CFR 54, REG-105954-20 RIN: 1545-BP82). 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). Treasury - IRS - Relief for Reporting Required Minimum Distributions for IRAs for 2023 (Notice 2023-23). Treasury - IRS - Request for Effective Date SECURE 2.0 Act Implementation Relief.","Government Accountability Office (GAO),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,150000,0,0,2023-04-19T11:08:18-04:00
2968041,f732737b-eff2-4dcf-baac-4862774f6ff3,Q1,NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION,26477,NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION,2023,first_quarter,RET,"Air Traffic Control retirement eligibility. Controller staffing.Thrift Savings Plan, federal pensions. CIP, FERS/CSRS. Federal Employee Tax. FEHBP: Provisions relating to federal employees salaries, health benefits, and retirements. Impact of government shutdown: On FAA workforce and the national airspace system. Merit Systems Protection Board.Retired military controllers. Air Traffic Controller Federal Employees Retirement System Supplemental Retirement. H.R. 1283 Continuity for Operators with Necessary Training Required for ATC Contract Towers Act of 2021: Provisions relating to eliminating hiring barriers for Contract air traffic control towers. S. 419 Continuity for Operators with Necessary Training Required for ATC Contract Towers Act of 2021: Provisions relating to eliminating hiring barriers for Contract air traffic control towers Mandatory Retirement Age of Federal Employees including air traffic controllers. H.R. 82, Social Security Fairness Act: Provisions relating to the repeal of the Windfall Elimination Provision (WEP). S. 1302, Social Security Fairness Act: Provisions relating to the repeal of the Windfall Elimination Provision (WEP). H.R. 2337, the Public Servants Protection and Fairness Act: Provisions which would partially repeal and reform the Windfall Elimination Provision (WEP). H.R. 5834, the Equal Treatment of Public Servants Act: Provisions which would partially repeal and reform the Windfall Elimination Provision (WEP). H.R. 521/S. 129, the First Responder Fair RETIRE Act: This bill allows disabled federal first responders (including air traffic controllers) to continue receiving federal retirement benefits in the same manner as though they had not been disabled.","Federal Aviation Administration (FAA),HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT)",,235000,0,0,2023-04-19T11:09:16-04:00
2968236,c09e9bdc-f8b3-42a8-8f7d-c7a8a52b7e6e,Q1,NATIONAL RURAL LETTER CARRIERS' ASSOCIATION,28526,NATIONAL RURAL LETTER CARRIERS' ASSOCIATION,2023,first_quarter,RET,"H.R. 82-""Social Security Fairness Act of 2023""-this legislation repeals provisions that would reduce Social Security benefits for individuals who receive other benefits such as a pension from a state or local government, and eliminates the GPO and WEP. The NRLCA supports this bill. S. 597-""Social Security Fairness Act""-Senate companion bill, the bill repeals provisions that reduce Social Security benefits for individuals who receive other benefits such as a pension from a state and local government, as well as eliminates the GPO and WEP. The NRLCA supports this bill.","HOUSE OF REPRESENTATIVES,SENATE",,125000,0,0,2023-04-19T11:25:51-04:00
2968541,9529d444-6211-4606-8c27-340e3b931df3,1A,NATIONWIDE MUTUAL INSURANCE COMPANY,26411,NATIONWIDE MUTUAL INSURANCE COMPANY,2023,first_quarter,RET,"PL 117-328 Consolidated Appropriations Act, 2023 - SECURE 2.0 HR 6746 (117th) Lifetime Income For Employees Act - allows fiduciaries of pension plans to make default investment arrangements in annuity contracts Issue Investment Advice Standards Issue Davis Bacon HR 7151 (117th) Ensuring Sound Guidance Act - Under ERISA, specify that only pecuniary factors are to be taken into account in determining best interest Issue Retirement Security HR 1177/S 427 Financial Freedom Act of 2023 - prohibit the Secretary of Labor from constraining the range or type of investments that may be offered in retirement accounts","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE",,980000,0,0,2023-04-19T11:54:46-04:00
2968751,abb89d1d-58e6-44f3-ac22-afc67c528038,Q1,"NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC.",26980,"NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC.",2023,first_quarter,RET,Public Safety Retirees Healthcare Protection Act,"HOUSE OF REPRESENTATIVES,SENATE",,60000,0,0,2023-04-19T12:15:33-04:00
2968986,f35ea3fa-11bc-4e67-956a-4a67fc1ce215,Q1,"WILLIAMS AND JENSEN, PLLC",41454,HOUSTON FIREFIGHTERS RELIEF AND RETIREMENT FUND,2023,first_quarter,RET,Legislation related to Social Security penalties. H.R. 82 and S. 597.,"HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",40000,,0,0,2023-04-19T12:38:14-04:00
2969086,217c19e9-0b68-4448-adef-42c9241d1e67,Q1,"WILLIAMS AND JENSEN, PLLC",41454,LOS ANGELES COUNTY EMPLOYEES' RETIREMENT SYSTEM,2023,first_quarter,RET,Legislation related to Social Security penalties. H.R. 82 and S. 597.,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2023-04-19T12:51:14-04:00
2969108,13f94752-3553-4cae-bc51-8522f4a6d602,Q1,DAVIS & HARMAN LLP,11674,AMERICAN BENEFITS COUNCIL,2023,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 nonqualified deferred compensation. Work regarding automatic plans and backdoor Roth contributions. Proposals related to plan amendment deadlines. Proposals related to PEP service crediting. Proposals related to Section 401(h) surplus and VEBA surplus. Issues related to Internal Revenue Code Section 162(m). Issues related to tax incentives for retirement savings. Issues related to electronic witnessing. Proposals related to environmental, social, and governance plan investments and proxy voting. Issues related to Qualified Professional Asset Managers. Issues related to cybersecurity in retirement plans. Proposals related to stemming leakage from retirement plans. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals related to 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. The SECs proposals regarding hard close and swing pricing. Proposals regarding pension risk transfers. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. Proposals related to stretch IRAs. Issues related to government issued mortality tables. Proposals to amend the nondiscrimination provisions to protect older, longer service employees. State-administered retirement plan initiatives. Annuitization with respect to defined contribution plans. QLACs. Proposals that would consolidate various retirement and IRA types. Proposals regarding a retirement lost and found. Proposals related to savings accounts for emergencies. Proposals related to disaster relief. Issues related to paid family and medical leave. Work regarding 15% pension minimum tax issue. Proposals related to self-correcting inadvertent plan errors. Issues related to SEC's liquidity and swing pricing proposal. Issues related to IRS Form W-4R and W-4P. Department of Labor Secretary nomination. H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). S. 2370, Automatic IRA Act (116th Congress). H.R. 4830, Pension and Budget Integrity Act (117th Congress). S. 1770, Retirement Security and Savings Act (117th Congress). H.R. 4678/S. 2446, Women's Retirement Protection Act (117th Congress). H.R.2741, Public Service Retirement Fairness Act of 2021 (117th Congress). H.R. 5877/S. 3746, Pension Risk Transfer Accountability Act (117th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). H.R. 6782/S. 3712, Auto Reenrollment Act (117th Congress). S. 4153, Incentivizing Small Business Retirement Savings Act (117th Congress). S. 4219/H.R. 7740, Employee and Retiree Access to Justice Act (117th Congress). H.R. 7780, Mental Health Matters Act (117th Congress). H.R. 2954, Securing a Strong Retirement Act (117th Congress). Technical corrections of H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress). H.R. 9462/S. 5271, Retirement Savings for Americans Act (117th Congress).","HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2023-04-19T12:54:57-04:00
2969165,3ed89e7e-65ac-4dfd-a5c2-5d89e3ec391c,Q1,DAVIS & HARMAN LLP,11674,WILLIS NORTH AMERICA INC,2023,first_quarter,RET,"Issues related to government issued mortality tables. Issues related to tax incentives for retirement savings. Retirement assumption issues. Issues regarding defined benefit plans. Work regarding 15% pension minimum tax issue. S. 1770, Retirement Security and Savings Act (117th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). H.R. 6782/S. 3712, Auto Reenrollment Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).","HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2023-04-19T13:03:03-04:00
2969182,18315c94-d1b2-4822-9fe5-0557de037f97,Q1,"PORTERFIELD, FETTIG & SEARS, LLC",305054,TIAA,2023,first_quarter,RET,Retirement issues.,"HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2023-04-19T13:05:34-04:00
2969191,d91f0e1b-c72f-4f0c-b454-46704e1f3ce2,Q1,DAVIS & HARMAN LLP,11674,GIRL SCOUTS OF THE USA,2023,first_quarter,RET,"Pension funding issues. PBGC related issues. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2023-04-19T13:06:12-04:00
2969258,e1d41da6-29cd-4639-a0d7-8b8e103b162f,Q1,DAVIS & HARMAN LLP,11674,BROKER/DEALER COORDINATION GROUP,2023,first_quarter,RET,Issues related to the effect of the Department of Labor's fiduciary definition regulation and coordination of such regulation with SEC broker/dealer standard of care. Legislative proposals to address the fiduciary issue or the SEC standard of care. State fiduciary rules.,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",10000,,0,0,2023-04-19T13:10:50-04:00
2969327,cdca4f5a-8a04-4244-8cc5-c1d27eb65541,Q1,"CROSSROADS STRATEGIES, LLC",400531586,NATIONAL ASSOCIATION OF FARM SERVICE AGENCY COUNTY OFFICE EMPLOYEES (NASCOE),2023,first_quarter,RET,Legislative activities that impact Farm Service Agency (FSA) programs and employees.,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2023-04-19T13:16:27-04:00
2969412,b6e2fc0d-d1ee-4998-86d2-d828916d46b8,Q1,DAVIS & HARMAN LLP,11674,STATE STREET BANK AND TRUST CO.,2023,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. Issues related to default annuitization. Proposals related to environmental, social, and governance criteria in plan investments and proxy voting. Child Savings Accounts. Issues related to 403(b) investments. Annuity defaults. Annuity tax credits. H.R. 4523, the Automatic Retirement Plan Act (115th Congress). S. 1011, to modify the requirements for multiple employer plans (116th Congress). S. 321, Retirement Security Act (116th Congress). S. 1770, Retirement Security and Savings Act (117th Congress). H.R. 2954, Securing a Strong Retirement Act (117th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). H.R. 6782/S. 3712, Auto Reenrollment Act (117th Congress). H.R. 2741, Public Service Retirement Fairness Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2023-04-19T13:24:52-04:00
2969435,c8242d8c-df1a-4a8e-989e-6771361abefa,Q1,WINNING STRATEGIES WASHINGTON,50796,NATIONAL TROOPERS COALITION,2023,first_quarter,RET,Retirement Issues; legislation related to medical benefits for retired law enforcement,"HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2023-04-19T13:27:07-04:00
2969618,47ebec76-bfda-44e8-aad6-afb52f22fa7f,Q1,DAVIS & HARMAN LLP,11674,TRANSAMERICA LIFE INSURANCE COMPANY,2023,first_quarter,RET,"Proposals related to retirement plans for small business. Proposals to reform the multiple employer plan rules. Proposals related to ABLE accounts. Issues related to defined benefit plan funding. 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. Plan consolidation. Issues related to PEP trustees. Issues related to audits of groups of plans. Proposals to reform 403(b) plan investments. Proposals to amend the Internal Revenue Code and ERISA to avoid duplicative annual reporting. Issues related to electronic witnessing. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). H.R. 4523, the Automatic Retirement Plan Act (115th Congress). S. 1625, Securing and Enabling Commerce Using Remote and Electronic Notarization Act (117th Congress). H.R. 2954, Securing a Strong Retirement Act (117th Congress). S. 1770, Retirement Security and Savings Act (117th Congress). H.R. 2741, Public Service Retirement Fairness Act of 2021 (117th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). H.R. 2954, Securing a Strong Retirement Act (117th Congress). H.R. 6782/S. 3712, Auto Reenrollment Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2023-04-19T13:44:05-04:00
2969681,c5b42082-423f-4b2b-bbaf-5466f8a45524,Q1,WINNING STRATEGIES WASHINGTON,50796,PRUDENTIAL,2023,first_quarter,RET,Retirement & pensions,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2023-04-19T13:51:20-04:00
2969725,94a0177a-2db2-4fe9-8ef2-2ad17ea3362a,Q1,DAVIS & HARMAN LLP,11674,NATIONAL RURAL ELECTRIC COOPERATIVE ASSN,2023,first_quarter,RET,"Proposals related to PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Requirement for paper statements under ERISA. Proposals related to nondiscrimination testing of pension plans. Proposals related to defined benefit plan administration. Proposals related to Code Section 415 limit. Proposals related to employee tax credit for employer retirement contributions. Issues related to Internal Revenue Code Section 415. S. 1770, Retirement Security and Savings Act (117th Congress). S. 1625, Securing and Enabling Commerce Using Remote and Electronic Notarization Act (117th Congress). H.R.6738, Retirement Tax Credit Parity for Cooperatives and Charities Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2023-04-19T13:54:18-04:00
2969738,5bf0d7d2-9b66-46b4-ba9a-6e9535da280d,Q1,DAVIS & HARMAN LLP,11674,NATIONAL RURAL ELECTRIC COOPERATIVE ASSN,2023,first_quarter,RET,"Proposals related to PBGC premiums. Proposals related to plan funding. Proposals to facilitate new growth of pension plans. Requirement for paper statements under ERISA. Proposals related to nondiscrimination testing of pension plans. Proposals related to defined benefit plan administration. Proposals related to Code Section 415 limit. Proposals related to employee tax credit for employer retirement contributions. Issues related to Internal Revenue Code Section 415. H.R. 3596, Rightsizing Pension Premiums Act (115th Congress). S. 1770, Retirement Security and Savings Act (117th Congress). S. 1625, Securing and Enabling Commerce Using Remote and Electronic Notarization Act (117th Congress). H.R.6738, Retirement Tax Credit Parity for Cooperatives and Charities Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2023-04-19T13:56:11-04:00
2969835,0df3ec4e-ca70-45f7-ae31-8e34c7105b0c,Q1,DAVIS & HARMAN LLP,11674,EDWARD JONES INVESTMENTS,2023,first_quarter,RET,"Proposals related to small business retirement issues and retirement savings issues. SIMPLE IRAs. Issues related to automatic enrollment. Partnership tax issues. Required minimum distribution issues. Proposals to assist military spouses. Issues related to emergency savings. Proposals related to net investment income. Proposals to assist caregivers. Issues related to SEC's liquidity and swing pricing proposal. S. 1770, Retirement Security and Savings Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022.","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2023-04-19T14:04:56-04:00
2969871,26d99c2d-0f0c-48f1-adae-4e9328dfdf7f,Q1,VAN SCOYOC ASSOCIATES,39837,PAYCHEX,2023,first_quarter,RET,"Public Law 117-328, Consolidated Appropriations Act, FY2023, Retirement implementation related issues","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2023-04-19T14:08:05-04:00
2969924,3079b294-f102-4875-93d3-4e76dcc2c782,Q1,"PORT SIDE STRATEGIES, LLC",401105394,SOCIAL SECURITY WORKS,2023,first_quarter,RET,H.R.671 -- Social Security Enhancement and Protection Act of 2023 - in support. S.393 - Social Security Expansion Act - in support. H.R.1046 - Social Security Expansion Act - in support. H.R.883 - Stop the Wait Act of 2023 - in support. H.R.814 -- Protect Social Security and Medicare Act - in support.,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2023-04-19T14:13:04-04:00
2969987,4fc97cee-ea20-467b-abcb-4786d8338140,Q1,DAVIS & HARMAN LLP,11674,FMR LLC,2023,first_quarter,RET,"Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creating of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Qualified plan issues. Proposals related to self correcting inadvertent plan errors. Work related to brokerage window investments. Proposals related to electronic disclosure. Issues related to electronic witnessing. Issues related to SEC's liquidity and swing pricing proposal. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). S. 1770, Retirement Security and Savings Act (117th Congress). S. 1625, Securing and Enabling Commerce Using Remote and Electronic Notarization Act (117th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). H.R. 6782/S. 3712, Auto Reenrollment Act (117th Congress). S. 4147/H.R. 7860, Financial Freedom Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2023-04-19T14:16:47-04:00
2970020,ae0df579-5e00-4ef1-99c1-2acde072ccaa,Q1,"BLACKROCK FUNDS SERVICES GROUP, LLC",400534597,BLACKROCK FUNDS SERVICES GROUP LLC,2023,first_quarter,RET,"ESG Rule/DOL Proxy Rule/DOL HR 2954, ""Securing a Strong Retirement Act of 2021"" S 5064, ""Improving Access to Retirement Savings Act"" QPAM Exemption/DOL","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,540000,0,0,2023-04-19T14:18:51-04:00
2970146,7a4c4840-c229-4b8b-8cf8-2d9826bb9e5a,Q1,DAVIS & HARMAN LLP,11674,LPL FINANCIAL,2023,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 Code Section 199A. Issues related to the Department of Labor's regulation defining fiduciary. Required minimum distribution issues. SIMPLE IRAs. S. 1770, Retirement Security and Savings Act (117th Congress). S. 2387, Small Business Tax Fairness Act (117th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). H.R. 6782/S. 3712, Auto Reenrollment Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2023-04-19T14:27:19-04:00
2970278,3e9fa446-dfa1-4899-8ee4-bce9046753f5,Q1,DAVIS & HARMAN LLP,11674,NATIONWIDE INSURANCE COMPANIES,2023,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. Proposals related to emergency savings accounts. Qualified plan issues. Proposals related to 401(h) surplus. Proposals related to self correcting inadvertent plan errors. Proposals that would consolidate various retirement and IRA types. Proposals related to annuity incentives. Proposals to reform 403(b) plan investments. Proposals related to electronic disclosure. Proposals related to ETFs and variable annuities. Issues related to SEC's liquidity and swing pricing proposal. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). S. 1770, Retirement Security and Savings Act (117th Congress). H.R. 2954, Securing a Strong Retirement Act (117th Congress). H.R. 7310, Protecting Americas Retirement Security Act (117th Congress). H.R. 6782/S. 3712, Auto Reenrollment Act (117th Congress). H.R. 2741, Public Service Retirement Fairness Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2023-04-19T14:36:38-04:00
2970482,3b13964f-c38a-485f-ae61-de7afad6f15e,Q1,LPL FINANCIAL,401103478,LPL FINANCIAL,2023,first_quarter,RET,General interest in retirement issues.,"HOUSE OF REPRESENTATIVES,SENATE",,210000,0,0,2023-04-19T14:54:15-04:00
2971061,3f6c567b-a494-4e36-9694-98f305e17dc0,Q1,PRIMACY STRATEGY GROUP,401105877,HEALTH&PENSIONWORKS (FKA HEALTHWORKS),2023,first_quarter,RET,"Multiemployer Pension Reform FY2024 Authorizations, Appropriations, and Budget Policy","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2023-04-19T15:41:02-04:00
2971313,7c9e503f-23bd-4eab-af01-4af7b918c865,Q1,"AMERICAN FEDERATION OF STATE, COUNTY AND MUNICIPAL EMPLOYEES",2321,AMERICAN FEDERATION OF STATE COUNTY AND MUNICIPAL EMPLOYEES,2023,first_quarter,RET,"HR 82, S 597- Social Security Fairness Act of 2023 S 393, HR 1046- Social Security Expansion Act of 2023","HOUSE OF REPRESENTATIVES,SENATE",,490000,0,0,2023-04-19T15:53:36-04:00
2971676,2d74e328-7dee-425d-9ebd-4fd61a16f403,Q1,NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION,28674,NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION,2023,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, no issues or introduced measures in this category were focused upon.",,,60000,0,0,2023-04-19T16:17:05-04:00
2971840,c6db23e5-24d3-43ae-b90d-029a0385f00e,Q1,STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES,83854,STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES,2023,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 and 403(b) plan use of collective investment trusts; CARES Act guidance; and HEROES Act. DOL ESG regulation. Default annuitization.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Office of Management & Budget (OMB),SENATE",,340000,0,0,2023-04-19T16:27:00-04:00
2971872,b2d7413d-7446-40b0-a4da-3fa39b724f9a,Q1,PETER TURZA,401103236,"ABF FREIGHT SYSTEMS, INC.",2023,first_quarter,RET,"Issues with respect to multiemployer pension plans and the obligations of contributing employers to such plans involving ERISA, the Internal Revenue Code, MPPAA, the PPA, the Butch Lewis Act and subsequent legislative and administrative efforts.","HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2023-04-19T16:29:04-04:00
2973192,052b412e-33b4-4d1b-9eea-1b3215d0d206,Q1,DAVIS & HARMAN LLP,11674,LINCOLN NATIONAL CORPORATION,2023,first_quarter,RET,"Comprehensive pension and retirement savings legislation. Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures. Expansion of investment options for 403(b) plans. Issues related to paid family, sick, and medical leave. Issues regarding SEC's liquidity and swing pricing proposal. S. 2370, Automatic IRA Act (116th Congress). S. 1770, Retirement Security and Savings Act (117th Congress). H.R. 2954, Securing a Strong Retirement Act (117th Congress). H.R. 2741, Public Service Retirement Fairness Act (117th Congress). H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2023-04-19T19:18:00-04:00
2973459,1f659f04-eed2-4979-91df-424f8bf6b292,Q1,INVARIANT LLC,314237,"EDWARD D. JONES & CO., L.P.",2023,first_quarter,RET,"Monitor retirement issues, including the implementation of the SECURE 2.0 Act of 2022 in PL 117-328.","HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",50000,,0,0,2023-04-19T20:33:44-04:00
2973578,256054cb-9f4e-4539-8cc9-1c83afc1de43,Q1,"MISSY EDWARDS STRATEGIES, LLC",400547641,NCCMP,2023,first_quarter,RET,Monitor issues related to reforms of pension plans,"HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2023-04-19T20:58:29-04:00
2973743,7267084d-7d1c-49f6-ad02-7da0ac6bf825,Q1,WEST FRONT STRATEGIES LLC,401103493,"PRUDENTIAL FINANCIAL, INC.",2023,first_quarter,RET,Monitor issues related to pension plans.,"HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2023-04-19T21:40:52-04:00